Planned Solutions, Inc.
- SEC CIK
- 0001831332
- 最新申報
- 2026/7/13
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/9 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 138
- 較 2025 年第 4 季 0
- 總值
- $3.03 億
- 較 2025 年第 4 季 −$632.1 萬 (−2.0%)
| 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 | $12.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PCARPaccar Inc | COM | 1,737 | $20.1 萬 | 0.1% | +1,737 | 新進 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 3,353 | $20.1 萬 | 0.1% | +3,353 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 793 | $20.4 萬 | 0.1% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 2,004 | $20.6 萬 | 0.1% | −1,364−40.5% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 414 | $20.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 1,257 | $20.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 488 | $21.0 萬 | 0.1% | +488 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,655 | $21.3 萬 | 0.1% | −693−29.5% | 減碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 760 | $21.4 萬 | 0.1% | +760 | 新進 | 歷史 |
| PRDOPerdoceo Education Corp | COM | 6,135 | $22.8 萬 | 0.1% | +6,135 | 新進 | 歷史 |
| PKGPackaging Corp of America | Stock | 1,088 | $23.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VCTRVictory Capital Holdings, Inc. | COM CL A | 3,546 | $23.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 5,856 | $23.5 萬 | 0.1% | +86+1.5% | 加碼 | – |
| EVREvercore Inc. | CLASS A | 800 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 1,826 | $24.1 萬 | 0.1% | +1,826 | 新進 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 347 | $24.2 萬 | 0.1% | −7−2.0% | 減碼 | – |
| RFRegions Financial Corp | COM | 9,285 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 895 | $24.4 萬 | 0.1% | 00.0% | 不變 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 1,181 | $24.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,879 | $24.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,302 | $24.7 萬 | 0.1% | 00.0% | 不變 | – |
| HIGHartford Insurance Group, Inc. | Stock | 1,830 | $24.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,554 | $24.8 萬 | 0.1% | 00.0% | 不變 | – |
| SYFSynchrony Financial | COM | 3,690 | $25.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FASTFastenal Co | Stock | 5,444 | $25.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MYRGMyr Group Inc. | COM | 900 | $25.4 萬 | 0.1% | +900 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 8,911 | $25.8 萬 | 0.1% | −288−3.1% | 減碼 | 歷史 |
| PSAPublic Storage | COM | 956 | $25.9 萬 | 0.1% | −103−9.7% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,267 | $26.8 萬 | 0.1% | 00.0% | 不變 | – |
| TTETotalEnergies SE | ACT | 2,994 | $27.2 萬 | 0.1% | +2,994 | 新進 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 8,470 | $27.9 萬 | 0.1% | +72+0.9% | 加碼 | – |
| STLDSteel Dynamics Inc | COM | 1,564 | $28.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,460 | $28.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 843 | $28.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 330 | $28.6 萬 | 0.1% | −133−28.7% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 672 | $29.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 3,675 | $29.3 萬 | 0.1% | −1,383−27.3% | 減碼 | 歷史 |
| CALMCal-Maine Foods Inc | COM NEW | 3,877 | $30.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 7,840 | $31.5 萬 | 0.1% | +63+0.8% | 加碼 | – |
| HSYHershey Co | COM | 1,538 | $32.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 6,391 | $32.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EIXEdison International | Stock | 4,440 | $32.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VTRVentas, Inc. | REIT | 3,977 | $32.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CINFCincinnati Financial Corp | COM | 2,105 | $33.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DHIHorton D R Inc | COM | 2,414 | $33.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287846 | DOW JONES US ETF | 2,106 | $33.4 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 1,162 | $33.4 萬 | 0.1% | −977−45.7% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 4,492 | $33.7 萬 | 0.1% | 00.0% | 不變 | – |
| AEMAgnico Eagle Mines Ltd | Stock | 1,688 | $34.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GRMNGarmin Ltd | SHS | 1,534 | $35.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SNASnap-on Inc | COM | 990 | $36.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 1,022 | $36.0 萬 | 0.1% | −306−23.0% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 970 | $36.1 萬 | 0.1% | −10−1.0% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 3,359 | $36.1 萬 | 0.1% | 00.0% | 不變 | – |
| SHELShell plc | ADR | 3,883 | $36.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | Stock | 1,720 | $36.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 1,130 | $36.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,708 | $37.7 萬 | 0.1% | −180−6.2% | 減碼 | 歷史 |
| NUENucor Corp | COM | 2,381 | $40.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 8,492 | $42.8 萬 | 0.1% | +709+9.1% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,942 | $43.0 萬 | 0.1% | 00.0% | 不變 | – |
| PHMPultegroup Inc | COM | 3,702 | $43.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,101 | $43.8 萬 | 0.1% | +53+2.6% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 2,307 | $45.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 1,080 | $45.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,529 | $46.2 萬 | 0.2% | −69−4.3% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,255 | $46.5 萬 | 0.2% | −4,074−36.0% | 減碼 | – |
| VanEck Vectors ETF Tr92189F593 | MORNINGSTAR INTL | 14,007 | $47.8 萬 | 0.2% | 00.0% | 不變 | – |
| CFCF Industries Holdings, Inc. | COM | 3,688 | $47.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 774 | $50.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 600 | $50.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 1,589 | $53.7 萬 | 0.2% | +71+4.7% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 17,573 | $53.9 萬 | 0.2% | −10−0.1% | 減碼 | – |
| BACBank of America Corp | Stock | 11,161 | $54.4 萬 | 0.2% | −158−1.4% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,598 | $54.6 萬 | 0.2% | +6+0.4% | 加碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 2,332 | $55.4 萬 | 0.2% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 7,319 | $56.8 萬 | 0.2% | −682−8.5% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,647 | $56.9 萬 | 0.2% | +8+0.3% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,374 | $60.0 萬 | 0.2% | −23−1.6% | 減碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 25,465 | $61.8 萬 | 0.2% | −231−0.9% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 629 | $62.7 萬 | 0.2% | −95−13.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,372 | $63.1 萬 | 0.2% | −197−4.3% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,285 | $65.7 萬 | 0.2% | −367−6.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,905 | $66.3 萬 | 0.2% | −382−8.9% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 5,436 | $66.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,779 | $67.3 萬 | 0.2% | +29+0.4% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,592 | $70.5 萬 | 0.2% | −46−1.3% | 減碼 | – |
| CVXChevron Corp | Stock | 3,438 | $71.1 萬 | 0.2% | −40−1.2% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 7,502 | $72.1 萬 | 0.2% | −438−5.5% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 6,707 | $74.0 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,052 | $74.6 萬 | 0.2% | +19+0.2% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 2,416 | $75.1 萬 | 0.2% | −184−7.1% | 減碼 | 歷史 |
| iShares Tr46429B333 | GNMA BOND ETF | 17,885 | $79.3 萬 | 0.3% | −21−0.1% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,733 | $80.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,726 | $80.9 萬 | 0.3% | +90+1.4% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 19,848 | $84.5 萬 | 0.3% | +17+0.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,902 | $91.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,783 | $91.7 萬 | 0.3% | −100−2.6% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,362 | $96.5 萬 | 0.3% | −253−15.7% | 減碼 | 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 | $260.3 萬 | – |
2025 年第 4 季之後清倉（8 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ORCLOracle Corp | Stock | 1,155 | $22.5 萬 | 0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 386 | $22.4 萬 | 0.1% | 歷史 |
| SNYSanofi | SPONSORED ADR | 4,462 | $21.6 萬 | 0.1% | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 685 | $21.4 萬 | 0.1% | 歷史 |
| INTCIntel Corp | Stock | 5,798 | $21.4 萬 | 0.1% | 歷史 |
| COFCapital One Financial Corp | Stock | 854 | $20.7 萬 | 0.1% | 歷史 |
| GEGeneral Electric Co | Stock | 657 | $20.2 萬 | 0.1% | 歷史 |
| FSKFS KKR Capital Corp | COM | 12,968 | $19.2 萬 | 0.1% | 歷史 |