Planned Solutions, Inc.
- SEC CIK
- 0001831332
- 最新申報
- 2026/7/13
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/9 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 112
- 較 2024 年第 4 季 +2
- 總值
- $2.44 億
- 較 2024 年第 4 季 −$82.2 萬 (−0.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 299,076 | $2,632 萬 | 10.8% | +6,955+2.4% | 加碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 1,066,983 | $2,519 萬 | 10.3% | +23,120+2.2% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 476,001 | $2,193 萬 | 9.0% | +14,103+3.1% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 151,829 | $1,852 萬 | 7.6% | +3,675+2.5% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 32,147 | $1,507 萬 | 6.2% | −213−0.7% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 118,392 | $1,191 萬 | 4.9% | +3,422+3.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q753 | US VALUE FACTR | 247,267 | $1,024 萬 | 4.2% | +6,684+2.8% | 加碼 | – |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 99,013 | $988.9 萬 | 4.1% | +2,776+2.9% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 103,011 | $897.9 萬 | 3.7% | +2,471+2.5% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 90,202 | $682.4 萬 | 2.8% | +1,378+1.6% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 99,286 | $592.5 萬 | 2.4% | +2,841+2.9% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 58,458 | $588.5 萬 | 2.4% | +10,256+21.3% | 加碼 | – |
| BlackRock ETF Trust II iShares Larg Cap Added092528801 | ETF | 184,192 | $540.1 萬 | 2.2% | +2,328+1.3% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 63,960 | $489.7 萬 | 2.0% | +681+1.1% | 加碼 | – |
| ESTCElastic N.V. | ORD SHS | 44,870 | $399.8 萬 | 1.6% | −8,795−16.4% | 減碼 | 歷史 |
| Tidal Trust II88636J816 | RETURN STCKD US | 127,122 | $280.8 萬 | 1.2% | +1,642+1.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 12,248 | $272.1 萬 | 1.1% | −5,652−31.6% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 118,858 | $255.9 萬 | 1.0% | +6,961+6.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 21,555 | $233.6 萬 | 1.0% | +9,115+73.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,570 | $212.3 萬 | 0.9% | −40−1.5% | 減碼 | 歷史 |
| iShares Inc464286343 | US PWR INFRA ETF | 82,103 | $204.2 萬 | 0.8% | +1,136+1.4% | 加碼 | – |
| ITWIllinois Tool Works Inc | Stock | 8,097 | $200.8 萬 | 0.8% | −60−0.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,803 | $180.3 萬 | 0.7% | +358+8.1% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 6,997 | $139.6 萬 | 0.6% | +9+0.1% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 14,485 | $134.5 萬 | 0.6% | −3,098−17.6% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 56,262 | $131.8 萬 | 0.5% | −583−1.0% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 9,645 | $129.5 萬 | 0.5% | −226−2.3% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 61,443 | $121.5 萬 | 0.5% | +5,738+10.3% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,971 | $113.6 萬 | 0.5% | +65+3.4% | 加碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 5,445 | $110.1 萬 | 0.5% | +91+1.7% | 加碼 | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 18,952 | $109.7 萬 | 0.5% | +1,588+9.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,960 | $104.4 萬 | 0.4% | +45+2.3% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,758 | $93.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,579 | $88.7 萬 | 0.4% | +96+6.5% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 17,153 | $87.2 萬 | 0.4% | −20−0.1% | 減碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 34,043 | $82.9 萬 | 0.3% | +395+1.2% | 加碼 | – |
| iShares Tr46429B333 | GNMA BOND ETF | 18,206 | $79.9 萬 | 0.3% | +125+0.7% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 7,061 | $78.4 萬 | 0.3% | 00.0% | 不變 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,420 | $75.5 萬 | 0.3% | +929+26.6% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 24,980 | $69.8 萬 | 0.3% | +3,762+17.7% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 4,058 | $69.2 萬 | 0.3% | +218+5.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,055 | $67.2 萬 | 0.3% | +418+11.5% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 20,678 | $64.1 萬 | 0.3% | −809−3.8% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,945 | $63.9 萬 | 0.3% | +22+0.2% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 4,073 | $63.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 677 | $63.1 萬 | 0.3% | +677 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,015 | $62.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,592 | $62.0 萬 | 0.3% | +29+0.8% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,247 | $61.8 萬 | 0.3% | +147+2.4% | 加碼 | – |
| AXONAxon Enterprise, Inc. | COM | 1,171 | $61.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 4,210 | $59.1 萬 | 0.2% | +4,210 | 新進 | – |
| CVXChevron Corp | Stock | 3,454 | $57.8 萬 | 0.2% | +151+4.6% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 6,228 | $57.5 萬 | 0.2% | −102−1.6% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,343 | $57.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,567 | $54.9 萬 | 0.2% | +75+5.0% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,361 | $49.2 萬 | 0.2% | +1,361 | 新進 | – |
| VanEck Vectors ETF Tr92189F593 | MORNINGSTAR INTL | 14,480 | $48.2 萬 | 0.2% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 5,422 | $47.6 萬 | 0.2% | +20.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,999 | $47.6 萬 | 0.2% | +35+0.9% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,435 | $47.2 萬 | 0.2% | +12+0.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 838 | $46.9 萬 | 0.2% | +5+0.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 489 | $46.2 萬 | 0.2% | −35−6.7% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,942 | $42.8 萬 | 0.2% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 10,022 | $41.8 萬 | 0.2% | +2,324+30.2% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 672 | $41.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ANETArista Networks, Inc. | Stock | 5,324 | $41.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CALMCal-Maine Foods Inc | COM NEW | 4,060 | $36.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 8,813 | $36.2 萬 | 0.1% | +441+5.3% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 5,774 | $35.6 萬 | 0.1% | −220−3.7% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 3,157 | $35.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WELLWelltower Inc. | REIT | 2,307 | $35.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 6,755 | $34.3 萬 | 0.1% | +1,387+25.8% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 12,410 | $34.2 萬 | 0.1% | +1,256+11.3% | 加碼 | – |
| GRMNGarmin Ltd | SHS | 1,549 | $33.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 600 | $32.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SNASnap-on Inc | COM | 950 | $32.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PHMPultegroup Inc | COM | 3,057 | $31.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 463 | $31.2 萬 | 0.1% | −90−16.3% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,463 | $31.1 萬 | 0.1% | −100−2.8% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 2,414 | $30.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,562 | $29.8 萬 | 0.1% | +295+23.3% | 加碼 | – |
| CBChubb Ltd | Stock | 972 | $29.4 萬 | 0.1% | +19+2.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 6,319 | $28.7 萬 | 0.1% | +750+13.5% | 加碼 | 歷史 |
| iShares Tr464287846 | DOW JONES US ETF | 2,106 | $28.7 萬 | 0.1% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 2,141 | $28.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PSAPublic Storage | COM | 947 | $28.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 567 | $28.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CINFCincinnati Financial Corp | COM | 1,909 | $28.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 1,087 | $28.2 萬 | 0.1% | +163+17.6% | 加碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 5,068 | $28.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VTRVentas, Inc. | REIT | 3,977 | $27.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NUENucor Corp | COM | 2,249 | $27.1 萬 | 0.1% | +190+9.2% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr38149W614 | SMAL CAP EQU ETF | 5,765 | $26.9 萬 | 0.1% | +5,765 | 新進 | – |
| TXNTexas Instruments Inc | Stock | 1,438 | $25.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 669 | $25.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 3,279 | $25.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 3,440 | $24.7 萬 | 0.1% | +300+9.6% | 加碼 | 歷史 |
| SHELShell plc | ADR | 3,300 | $24.2 萬 | 0.1% | +3,300 | 新進 | 歷史 |
| RFRegions Financial Corp | COM | 10,919 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 895 | $23.7 萬 | 0.1% | 00.0% | 不變 | – |
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 | $322.4 萬 | – |
2024 年第 4 季之後清倉（8 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SYFSynchrony Financial | COM | 3,690 | $24.0 萬 | 0.1% | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,015 | $22.3 萬 | 0.1% | 歷史 |
| WSMWilliams Sonoma Inc | COM | 1,200 | $22.2 萬 | 0.1% | 歷史 |
| AMATApplied Materials Inc | Stock | 1,365 | $22.2 萬 | 0.1% | 歷史 |
| EVREvercore Inc. | CLASS A | 800 | $22.2 萬 | 0.1% | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 354 | $22.0 萬 | 0.1% | – |
| CDNSCadence Design Systems Inc | Stock | 685 | $20.6 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 793 | $20.1 萬 | 0.1% | – |