Planned Solutions, Inc.
- SEC CIK
- 0001831332
- 最新申報
- 2026/7/13
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/9 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 660
- 較 2024 年第 2 季 +558
- 總值
- $2.46 億
- 較 2024 年第 2 季 +$4,222 萬 (+20.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ARLPAlliance Resource Partners LP | Stock | 200 | $5,000 | <0.1% | +200 | 新進 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 200 | $4,998 | <0.1% | +200 | 新進 | 歷史 |
| SOUNSoundhound AI, Inc. | CLASS A COM | 1,000 | $4,660 | <0.1% | +1,000 | 新進 | 歷史 |
| HLNHaleon plc | ADR | 440 | $4,655 | <0.1% | +440 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 28 | $4,594 | <0.1% | +28 | 新進 | 歷史 |
| OGNOrganon & Co. | Stock | 240 | $4,591 | <0.1% | +240 | 新進 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 90 | $4,554 | <0.1% | +90 | 新進 | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 123 | $4,541 | <0.1% | +123 | 新進 | – |
| DARDarling Ingredients Inc. | COM | 115 | $4,273 | <0.1% | +115 | 新進 | 歷史 |
| RLTYCohen & Steers Real Estate Opportunities & Income Fund | SHS BENFIN INT | 250 | $4,273 | <0.1% | +250 | 新進 | 歷史 |
| ACLSAxcelis Technologies Inc | Stock | 40 | $4,194 | <0.1% | +40 | 新進 | 歷史 |
| EVGOEVgo Inc. | CL A COM | 1,000 | $4,140 | <0.1% | +1,000 | 新進 | 歷史 |
| SAPSAP SE | ADR | 18 | $4,124 | <0.1% | +18 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 21 | $3,960 | <0.1% | +21 | 新進 | 歷史 |
| iShares Tr464287697 | U.S. UTILITS ETF | 38 | $3,921 | <0.1% | +38 | 新進 | – |
| TELTE Connectivity plc | Stock | 25 | $3,775 | <0.1% | +25 | 新進 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 60 | $3,694 | <0.1% | +60 | 新進 | – |
| YUMCYum China Holdings, Inc. | COM | 80 | $3,602 | <0.1% | +80 | 新進 | 歷史 |
| CHRDChord Energy Corp | COM NEW | 27 | $3,516 | <0.1% | +27 | 新進 | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 75 | $3,512 | <0.1% | +75 | 新進 | – |
| GHCGraham Holdings Co | COM CL B | 4 | $3,373 | <0.1% | +4 | 新進 | 歷史 |
| NLOPNet Lease Office Properties | COM | 110 | $3,368 | <0.1% | +110 | 新進 | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 500 | $3,300 | <0.1% | +500 | 新進 | 歷史 |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 64 | $3,232 | <0.1% | +64 | 新進 | – |
| CNSLConsolidated Communications Holdings, Inc. | COM | 695 | $3,225 | <0.1% | +695 | 新進 | 歷史 |
| BSXBoston Scientific Corp | Stock | 38 | $3,184 | <0.1% | +38 | 新進 | 歷史 |
| DHRDanaher Corp | Stock | 11 | $3,058 | <0.1% | +11 | 新進 | 歷史 |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 100 | $2,879 | <0.1% | +100 | 新進 | 歷史 |
| PORPortland General Electric Co | COM NEW | 60 | $2,858 | <0.1% | +60 | 新進 | 歷史 |
| AMRAlpha Metallurgical Resources, Inc. | COM | 12 | $2,834 | <0.1% | +12 | 新進 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 122 | $2,827 | <0.1% | +122 | 新進 | – |
| LENLennar Corp | CL A | 15 | $2,812 | <0.1% | +15 | 新進 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 29 | $2,722 | <0.1% | +29 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 79 | $2,654 | <0.1% | +79 | 新進 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 100 | $2,627 | <0.1% | +100 | 新進 | – |
| iShares Tr464287812 | US CONSM STAPLES | 36 | $2,541 | <0.1% | +36 | 新進 | – |
| EMREmerson Electric Co | Stock | 23 | $2,516 | <0.1% | +23 | 新進 | 歷史 |
| iShares Tr464288372 | GLB INFRASTR ETF | 46 | $2,504 | <0.1% | +46 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 101 | $2,439 | <0.1% | +101 | 新進 | – |
| PSNYPolestar Automotive Holding UK PLC | ADS A | 1,400 | $2,408 | <0.1% | +1,400 | 新進 | 歷史 |
| VTRSViatris Inc | Stock | 203 | $2,357 | <0.1% | +203 | 新進 | 歷史 |
| EXASExact Sciences Corp | COM | 34 | $2,316 | <0.1% | +34 | 新進 | 歷史 |
| DELLDell Technologies Inc. | Stock | 19 | $2,268 | <0.1% | +19 | 新進 | 歷史 |
| TDAYUSA TODAY Co., Inc. | COM | 400 | $2,248 | <0.1% | +400 | 新進 | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 49 | $2,128 | <0.1% | +49 | 新進 | 歷史 |
| TMCTMC the metals Co Inc. | COM | 2,000 | $2,120 | <0.1% | +2,000 | 新進 | 歷史 |
| DEDeere & Co | Stock | 5 | $2,087 | <0.1% | +5 | 新進 | 歷史 |
| NEWPNew Pacific Metals Corp | COMMON STOCK | 1,317 | $1,962 | <0.1% | +1,317 | 新進 | 歷史 |
| LADLithia Motors Inc | COM | 6 | $1,936 | <0.1% | +6 | 新進 | 歷史 |
| Sprott FDS Tr85208P303 | URANIUM MINERS E | 41 | $1,881 | <0.1% | +41 | 新進 | – |
| Silvercrest Metals Inc828363101 | COM | 200 | $1,850 | <0.1% | +200 | 新進 | – |
| EQXEquinox Gold Corp. | COM | 300 | $1,827 | <0.1% | +300 | 新進 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 9 | $1,808 | <0.1% | +9 | 新進 | – |
| AGFirst Majestic Silver Corp | COM | 300 | $1,800 | <0.1% | +300 | 新進 | 歷史 |
| CVBFCVB Financial Corp | COM | 101 | $1,800 | <0.1% | +101 | 新進 | 歷史 |
| JCIJohnson Controls International plc | Stock | 23 | $1,785 | <0.1% | +23 | 新進 | 歷史 |
| DOWDow Inc. | Stock | 32 | $1,748 | <0.1% | +32 | 新進 | 歷史 |
| CIENCiena Corp | COM NEW | 28 | $1,725 | <0.1% | +28 | 新進 | 歷史 |
| ARDXArdelyx, Inc. | COM | 250 | $1,723 | <0.1% | +250 | 新進 | 歷史 |
| INGING Groep NV | SPONSORED ADR | 94 | $1,707 | <0.1% | +94 | 新進 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 50 | $1,686 | <0.1% | +50 | 新進 | – |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 15 | $1,669 | <0.1% | +15 | 新進 | 歷史 |
| MBCMasterBrand, Inc. | COMMON STOCK | 85 | $1,576 | <0.1% | +85 | 新進 | 歷史 |
| SLBSLB Limited | Stock | 37 | $1,552 | <0.1% | +37 | 新進 | 歷史 |
| APAAPA Corp | Stock | 62 | $1,517 | <0.1% | +62 | 新進 | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 39 | $1,503 | <0.1% | +39 | 新進 | – |
| CLIRClearSign Technologies Corp | COM | 1,680 | $1,428 | <0.1% | +1,680 | 新進 | 歷史 |
| ADArray Digital Infrastructure, Inc. | COM | 26 | $1,421 | <0.1% | +26 | 新進 | 歷史 |
| FUBOFuboTV Inc. | COM | 1,000 | $1,420 | <0.1% | +1,000 | 新進 | 歷史 |
| Mag Silver Corp55903Q104 | COM | 100 | $1,404 | <0.1% | +100 | 新進 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 40 | $1,392 | <0.1% | +40 | 新進 | – |
| AGROAdecoagro S.A. | COM | 120 | $1,328 | <0.1% | +120 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 11 | $1,293 | <0.1% | +11 | 新進 | 歷史 |
| SPXCSPX Technologies, Inc. | COM | 8 | $1,276 | <0.1% | +8 | 新進 | 歷史 |
| CRUSCirrus Logic, Inc. | Stock | 10 | $1,242 | <0.1% | +10 | 新進 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 26 | $1,236 | <0.1% | +26 | 新進 | – |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 141 | $1,233 | <0.1% | +141 | 新進 | 歷史 |
| ITUBItau Unibanco Holding S.A. | SPON ADR REP PFD | 185 | $1,230 | <0.1% | +185 | 新進 | 歷史 |
| FFord Motor Co | Stock | 113 | $1,193 | <0.1% | +113 | 新進 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 4 | $1,136 | <0.1% | +4 | 新進 | – |
| EWEdwards Lifesciences Corp | Stock | 17 | $1,122 | <0.1% | +17 | 新進 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 17 | $1,087 | <0.1% | +17 | 新進 | 歷史 |
| CVSCVS Health Corp | Stock | 17 | $1,069 | <0.1% | +17 | 新進 | 歷史 |
| CSXCSX Corp | Stock | 29 | $1,003 | <0.1% | +29 | 新進 | 歷史 |
| AMTAmerican Tower Corp | REIT | 4 | $1,002 | <0.1% | +4 | 新進 | 歷史 |
| IHGIntercontinental Hotels Group PLC | SPONSORED ADS | 9 | $994 | <0.1% | +9 | 新進 | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 21 | $985 | <0.1% | +21 | 新進 | – |
| MGYMagnolia Oil & Gas Corp | CL A | 40 | $983 | <0.1% | +40 | 新進 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 3 | $972 | <0.1% | +3 | 新進 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 210 | $918 | <0.1% | +210 | 新進 | 歷史 |
| MNKDMannkind Corp | COM NEW | 140 | $881 | <0.1% | +140 | 新進 | 歷史 |
| AAAlcoa Corp | Stock | 22 | $864 | <0.1% | +22 | 新進 | 歷史 |
| BROSDutch Bros Inc. | CL A | 26 | $833 | <0.1% | +26 | 新進 | 歷史 |
| Noble Corp PLCG65431135 | *W EXP 02/04/202 | 45 | $810 | <0.1% | +45 | 新進 | – |
| GMGeneral Motors Co | COM | 17 | $778 | <0.1% | +17 | 新進 | 歷史 |
| SBACSba Communications Corp | CL A | 3 | $748 | <0.1% | +3 | 新進 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 15 | $740 | <0.1% | +15 | 新進 | – |
| BEBloom Energy Corp | COM CL A | 66 | $697 | <0.1% | +66 | 新進 | 歷史 |
| BPBP PLC | ADR | 22 | $691 | <0.1% | +22 | 新進 | 歷史 |
| CCICrown Castle Inc. | REIT | 6 | $676 | <0.1% | +6 | 新進 | 歷史 |
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 | $340.7 萬 | – |