Planned Solutions, Inc.
- SEC CIK
- 0001831332
- 最新申報
- 2026/7/13
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/26 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 101
- 較 2023 年第 4 季 −481
- 總值
- $2.04 億
- 較 2023 年第 4 季 −$985.3 萬 (−4.6%)
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| ITWIllinois Tool Works Inc | Stock | $3,488 | – |
2023 年第 4 季之後清倉（483 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
依上一季市值列出前 100 檔，共 483 檔。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RIORio Tinto PLC | ADR | 2,797 | $20.8 萬 | 0.1% | 歷史 |
| VTRVentas, Inc. | REIT | 3,977 | $19.8 萬 | 0.1% | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 2,780 | $18.7 萬 | 0.1% | 歷史 |
| SRCSpirit Realty Capital, Inc. | COM NEW | 4,259 | $18.6 萬 | 0.1% | 歷史 |
| SNYSanofi | SPONSORED ADR | 3,683 | $18.3 萬 | 0.1% | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 7,373 | $18.3 萬 | 0.1% | – |
| GILDGilead Sciences, Inc. | Stock | 2,242 | $18.2 萬 | 0.1% | 歷史 |
| STMSTMicroelectronics N.V. | NY REGISTRY | 3,600 | $18.0 萬 | 0.1% | 歷史 |
| MAMastercard Inc | Stock | 414 | $17.7 萬 | 0.1% | 歷史 |
| BHPBHP Group Ltd | ADR | 2,576 | $17.6 萬 | 0.1% | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 1,560 | $17.5 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 793 | $17.4 萬 | 0.1% | – |
| RFRegions Financial Corp | COM | 8,884 | $17.2 萬 | 0.1% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,070 | $16.8 萬 | 0.1% | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 2,034 | $16.5 萬 | 0.1% | – |
| CLFCleveland-Cliffs Inc. | COM | 8,000 | $16.3 萬 | 0.1% | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 336 | $16.3 萬 | 0.1% | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 2,779 | $16.1 萬 | 0.1% | – |
| EOGEOG Resources Inc | Stock | 1,315 | $15.9 萬 | 0.1% | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 1,570 | $15.9 萬 | 0.1% | – |
| AMZNAmazon Com Inc | Stock | 1,043 | $15.8 萬 | 0.1% | 歷史 |
| SHELShell plc | ADR | 2,325 | $15.3 萬 | 0.1% | 歷史 |
| BXBlackstone Inc. | COM | 1,166 | $15.3 萬 | 0.1% | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 2,975 | $15.2 萬 | 0.1% | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 2,645 | $14.6 萬 | 0.1% | – |
| iShares Tr464288752 | US HOME CONS ETF | 1,439 | $14.6 萬 | 0.1% | – |
| TOLToll Brothers, Inc. | COM | 1,404 | $14.4 萬 | 0.1% | 歷史 |
| MTHMeritage Homes CORP | COM | 825 | $14.4 萬 | 0.1% | 歷史 |
| WFCWells Fargo & Company | Stock | 2,895 | $14.2 萬 | 0.1% | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 913 | $14.2 萬 | 0.1% | – |
| SYFSynchrony Financial | COM | 3,690 | $14.1 萬 | 0.1% | 歷史 |
| CBChubb Ltd | Stock | 623 | $14.1 萬 | 0.1% | 歷史 |
| LRCXLam Research Corp | COM | 179 | $14.0 萬 | 0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 954 | $13.8 萬 | 0.1% | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 1,960 | $13.7 萬 | 0.1% | – |
| GOOGLAlphabet Inc. | Stock | 979 | $13.7 萬 | 0.1% | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 760 | $13.6 萬 | 0.1% | 歷史 |
| TSLATesla, Inc. | Stock | 541 | $13.4 萬 | 0.1% | 歷史 |
| ABBVAbbVie Inc. | Stock | 867 | $13.4 萬 | 0.1% | 歷史 |
| CINFCincinnati Financial Corp | COM | 1,289 | $13.3 萬 | 0.1% | 歷史 |
| DGXQuest Diagnostics Inc | COM | 950 | $13.1 萬 | 0.1% | 歷史 |
| PSXPhillips 66 | Stock | 980 | $13.0 萬 | 0.1% | 歷史 |
| MYRGMyr Group Inc. | COM | 900 | $13.0 萬 | 0.1% | 歷史 |
| PVHPVH Corp. | COM | 1,065 | $13.0 萬 | 0.1% | 歷史 |
| DUKDuke Energy CORP | Stock | 1,340 | $13.0 萬 | 0.1% | 歷史 |
| SBUXStarbucks Corp | Stock | 1,354 | $13.0 萬 | 0.1% | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 3,909 | $13.0 萬 | 0.1% | – |
| ELVElevance Health, Inc. | Stock | 275 | $13.0 萬 | 0.1% | 歷史 |
| MDCSekisui House U.S., Inc. | COM | 2,347 | $13.0 萬 | 0.1% | 歷史 |
| HOLXHologic Inc | COM | 1,814 | $13.0 萬 | 0.1% | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 2,000 | $12.9 萬 | 0.1% | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 2,174 | $12.8 萬 | 0.1% | – |
| ESNTEssent Group Ltd. | COM | 2,385 | $12.6 萬 | 0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G656 | S&P ULTRA DIVIDE | 2,876 | $12.6 萬 | 0.1% | – |
| PLDPrologis, Inc. | REIT | 922 | $12.3 萬 | 0.1% | 歷史 |
| GRBKGreen Brick Partners, Inc. | COM | 2,360 | $12.3 萬 | 0.1% | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 1,500 | $12.1 萬 | 0.1% | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 3,190 | $12.0 萬 | 0.1% | – |
| AFLAflac Inc | Stock | 1,450 | $12.0 萬 | 0.1% | 歷史 |
| MELIMercadolibre Inc | COM | 75 | $11.8 萬 | 0.1% | 歷史 |
| ACNAccenture plc | Stock | 330 | $11.6 萬 | 0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C573 | TOTAL CORP BND | 1,478 | $11.5 萬 | 0.1% | – |
| TPHTri Pointe Homes, Inc. | COM | 3,200 | $11.3 萬 | 0.1% | 歷史 |
| BLDQXO Insulation, LLC | Stock | 300 | $11.2 萬 | 0.1% | 歷史 |
| MATXMatson, Inc. | COM | 1,020 | $11.2 萬 | 0.1% | 歷史 |
| CFGCitizens Financial Group Inc | COM | 3,353 | $11.1 萬 | 0.1% | 歷史 |
| ROPRoper Technologies Inc | Stock | 203 | $11.1 萬 | 0.1% | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 1,025 | $11.0 萬 | 0.1% | 歷史 |
| PEPPepsiCo Inc | Stock | 649 | $11.0 萬 | 0.1% | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 2,738 | $11.0 萬 | 0.1% | – |
| CALMCal-Maine Foods Inc | COM NEW | 1,910 | $11.0 萬 | 0.1% | 歷史 |
| ASMLASML Holding NV | ADR | 144 | $10.9 萬 | 0.1% | 歷史 |
| PSAPublic Storage | COM | 355 | $10.8 萬 | 0.1% | 歷史 |
| SNPSSynopsys Inc | COM | 210 | $10.8 萬 | 0.1% | 歷史 |
| TFCTruist Financial Corp | COM | 2,920 | $10.8 萬 | 0.1% | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 878 | $10.8 萬 | 0.1% | – |
| LMTLockheed Martin Corp | Stock | 237 | $10.7 萬 | 0.1% | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 675 | $10.7 萬 | 0.1% | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 3,065 | $10.7 萬 | <0.1% | 歷史 |
| STTState Street Corp | COM | 1,375 | $10.7 萬 | <0.1% | 歷史 |
| KOCoca Cola Co | Stock | 1,800 | $10.6 萬 | <0.1% | 歷史 |
| CPRTCopart Inc | COM | 2,160 | $10.6 萬 | <0.1% | 歷史 |
| FDSFactset Research Systems Inc | Stock | 220 | $10.5 萬 | <0.1% | 歷史 |
| FFBCFirst Financial Bancorp | COM | 4,240 | $10.1 萬 | <0.1% | 歷史 |
| WPCW. P. Carey Inc. | COM | 1,543 | $10.0 萬 | <0.1% | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 1,872 | $9.88 萬 | <0.1% | – |
| EMNEastman Chemical Co | Stock | 1,100 | $9.88 萬 | <0.1% | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 2,920 | $9.85 萬 | <0.1% | – |
| ADMArcher-Daniels-Midland Co | Stock | 1,360 | $9.82 萬 | <0.1% | 歷史 |
| PXDPioneer Natural Resources Co | COM | 434 | $9.76 萬 | <0.1% | 歷史 |
| WSMWilliams Sonoma Inc | COM | 480 | $9.69 萬 | <0.1% | 歷史 |
| INGRIngredion Inc | COM | 885 | $9.60 萬 | <0.1% | 歷史 |
| OMCOmnicom Group Inc. | COM | 1,100 | $9.52 萬 | <0.1% | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 1,000 | $9.51 萬 | <0.1% | 歷史 |
| CCitigroup Inc | Stock | 1,832 | $9.42 萬 | <0.1% | 歷史 |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 1,535 | $9.38 萬 | <0.1% | – |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 1,825 | $9.26 萬 | <0.1% | – |
| AEMAgnico Eagle Mines Ltd | Stock | 1,688 | $9.26 萬 | <0.1% | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 1,600 | $9.22 萬 | <0.1% | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 750 | $9.10 萬 | <0.1% | 歷史 |