Planned Solutions, Inc.
- SEC CIK
- 0001831332
- 最新申報
- 2026/7/13
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/28 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 138
- 較 2025 年第 3 季 +1
- 總值
- $3.09 億
- 較 2025 年第 3 季 +$2,108 萬 (+7.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SANBanco Santander, S.A. | ADR | 10,925 | $12.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FSKFS KKR Capital Corp | COM | 12,968 | $19.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 657 | $20.2 萬 | 0.1% | +657 | 新進 | 歷史 |
| COFCapital One Financial Corp | Stock | 854 | $20.7 萬 | 0.1% | +854 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 5,798 | $21.4 萬 | 0.1% | −855−12.9% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 685 | $21.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SNYSanofi | SPONSORED ADR | 4,462 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FASTFastenal Co | Stock | 5,444 | $21.8 萬 | 0.1% | +44+0.8% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,879 | $22.0 萬 | 0.1% | +27+1.5% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 793 | $22.1 萬 | 0.1% | 00.0% | 不變 | – |
| MSMorgan Stanley | Stock | 1,257 | $22.3 萬 | 0.1% | +1,257 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 386 | $22.4 萬 | 0.1% | +386 | 新進 | 歷史 |
| VCTRVictory Capital Holdings, Inc. | COM CL A | 3,546 | $22.4 萬 | 0.1% | +155+4.6% | 加碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 1,088 | $22.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 1,155 | $22.5 萬 | 0.1% | +5+0.4% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 9,199 | $22.9 萬 | 0.1% | +1,133+14.0% | 加碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,302 | $23.6 萬 | 0.1% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 414 | $23.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,554 | $24.5 萬 | 0.1% | 00.0% | 不變 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 1,181 | $24.7 萬 | 0.1% | +28+2.4% | 加碼 | 歷史 |
| RFRegions Financial Corp | COM | 9,285 | $25.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 1,830 | $25.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,460 | $25.3 萬 | 0.1% | +22+1.5% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 843 | $25.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 5,770 | $25.7 萬 | 0.1% | +5,770 | 新進 | – |
| Vanguard Health Care ETF92204A504 | ETF | 895 | $25.8 萬 | 0.1% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 6,391 | $26.0 萬 | 0.1% | +427+7.2% | 加碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 1,564 | $26.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EIXEdison International | Stock | 4,440 | $26.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 354 | $26.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,267 | $26.9 萬 | 0.1% | 00.0% | 不變 | – |
| EVREvercore Inc. | CLASS A | 800 | $27.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PSAPublic Storage | COM | 1,059 | $27.5 萬 | 0.1% | +9+0.9% | 加碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 8,398 | $27.5 萬 | 0.1% | −2,953−26.0% | 減碼 | – |
| HSYHershey Co | COM | 1,538 | $28.0 萬 | 0.1% | +77+5.3% | 加碼 | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 3,688 | $28.5 萬 | 0.1% | +195+5.6% | 加碼 | 歷史 |
| SHELShell plc | ADR | 3,883 | $28.5 萬 | 0.1% | +43+1.1% | 加碼 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 1,688 | $28.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | Stock | 1,720 | $29.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VTRVentas, Inc. | REIT | 3,977 | $30.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYFSynchrony Financial | COM | 3,690 | $30.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CALMCal-Maine Foods Inc | COM NEW | 3,877 | $30.8 萬 | 0.1% | +7+0.2% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 1,534 | $31.1 萬 | 0.1% | +60+4.1% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 7,777 | $32.1 萬 | 0.1% | −1,354−14.8% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 4,492 | $33.0 萬 | 0.1% | 00.0% | 不變 | – |
| SNASnap-on Inc | COM | 990 | $34.1 萬 | 0.1% | +15+1.5% | 加碼 | 歷史 |
| CINFCincinnati Financial Corp | COM | 2,105 | $34.4 萬 | 0.1% | +103+5.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 3,359 | $34.7 萬 | 0.1% | −375−10.0% | 減碼 | – |
| DHIHorton D R Inc | COM | 2,414 | $34.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287846 | DOW JONES US ETF | 2,106 | $34.9 萬 | 0.1% | 00.0% | 不變 | – |
| CBChubb Ltd | Stock | 1,130 | $35.3 萬 | 0.1% | +200+21.5% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,888 | $35.4 萬 | 0.1% | −269−8.5% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 463 | $38.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NUENucor Corp | COM | 2,381 | $38.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 7,783 | $39.4 萬 | 0.1% | −2,678−25.6% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 2,348 | $40.2 萬 | 0.1% | +61+2.7% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,592 | $40.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,368 | $42.2 萬 | 0.1% | +98+3.0% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 2,307 | $42.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 1,518 | $43.3 萬 | 0.1% | +1,518 | 新進 | 歷史 |
| PHMPultegroup Inc | COM | 3,702 | $43.4 萬 | 0.1% | +327+9.7% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,942 | $43.4 萬 | 0.1% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 1,328 | $43.5 萬 | 0.1% | +1,328 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 980 | $44.1 萬 | 0.1% | +13+1.3% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 672 | $44.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,058 | $47.1 萬 | 0.2% | +600+13.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,048 | $47.3 萬 | 0.2% | +135+7.1% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 17,583 | $48.2 萬 | 0.2% | −13,255−43.0% | 減碼 | – |
| VanEck Vectors ETF Tr92189F593 | MORNINGSTAR INTL | 14,007 | $51.4 萬 | 0.2% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 4,287 | $51.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 600 | $52.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 774 | $52.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 3,478 | $53.0 萬 | 0.2% | +95+2.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,598 | $56.0 萬 | 0.2% | +31+2.0% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,639 | $58.0 萬 | 0.2% | +10.0% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 2,332 | $59.0 萬 | 0.2% | −151−6.1% | 減碼 | – |
| AXONAxon Enterprise, Inc. | COM | 1,080 | $61.3 萬 | 0.2% | −91−7.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,001 | $61.6 萬 | 0.2% | +2,017+33.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 11,319 | $62.3 萬 | 0.2% | +1,012+9.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 724 | $62.4 萬 | 0.2% | +225+45.1% | 加碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 25,696 | $62.6 萬 | 0.2% | −6,805−20.9% | 減碼 | – |
| WMTWalmart Inc. | Stock | 5,652 | $63.0 萬 | 0.2% | +223+4.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,569 | $65.5 萬 | 0.2% | +332+7.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,139 | $67.0 萬 | 0.2% | +15+0.7% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,750 | $67.4 萬 | 0.2% | +239+3.7% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,397 | $68.2 萬 | 0.2% | +48+3.6% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,638 | $69.5 萬 | 0.2% | +46+1.3% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 6,636 | $69.9 萬 | 0.2% | +796+13.6% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 11,329 | $70.8 萬 | 0.2% | −158−1.4% | 減碼 | – |
| ANETArista Networks, Inc. | Stock | 5,436 | $71.2 萬 | 0.2% | +176+3.3% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,033 | $72.8 萬 | 0.2% | +39+0.4% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 6,707 | $73.7 萬 | 0.2% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 7,940 | $74.4 萬 | 0.2% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 19,831 | $78.2 萬 | 0.3% | −904−4.4% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 2,600 | $79.5 萬 | 0.3% | +585+29.0% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr38149W564 | DYNA CAL MUN ETF | 15,624 | $79.5 萬 | 0.3% | +4,418+39.4% | 加碼 | – |
| iShares Tr46429B333 | GNMA BOND ETF | 17,906 | $79.8 萬 | 0.3% | −1,319−6.9% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 4,215 | $87.2 萬 | 0.3% | −51−1.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,733 | $88.1 萬 | 0.3% | +390+16.6% | 加碼 | 歷史 |
| iShares Inc464286343 | US PWR INFRA ETF | 38,209 | $89.9 萬 | 0.3% | −30.0% | 減碼 | – |
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 | $246.3 萬 | – |
2025 年第 3 季之後清倉（7 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CEGConstellation Energy Corp | Stock | 961 | $31.6 萬 | 0.1% | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,280 | $25.2 萬 | 0.1% | – |
| PRDOPerdoceo Education Corp | COM | 6,135 | $23.1 萬 | 0.1% | 歷史 |
| EXCExelon Corp | Stock | 5,001 | $22.5 萬 | 0.1% | 歷史 |
| NEUNewmarket Corp | COM | 250 | $20.7 萬 | 0.1% | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 1,814 | $20.4 萬 | 0.1% | 歷史 |
| WSMWilliams Sonoma Inc | COM | 1,040 | $20.3 萬 | 0.1% | 歷史 |