Planned Solutions, Inc.
- SEC CIK
- 0001831332
- 最新申報
- 2026/7/13
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/13 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 154
- 較 2026 年第 1 季 +16
- 總值
- $3.48 億
- 較 2026 年第 1 季 +$4,462 萬 (+14.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 238,648 | $3,920 萬 | 11.3% | +10,739+4.7% | 加碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 1,034,102 | $3,216 萬 | 9.3% | −9,365−0.9% | 減碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 288,767 | $3,002 萬 | 8.6% | −2,718−0.9% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 544,008 | $2,505 萬 | 7.2% | +10,939+2.1% | 加碼 | – |
| iShares Tr46436E403 | MSCI US GARP ETF | 243,037 | $2,006 萬 | 5.8% | +2,206+0.9% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 132,587 | $1,823 萬 | 5.2% | +1,098+0.8% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 21,415 | $1,577 萬 | 4.5% | +15+0.1% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 138,302 | $1,336 萬 | 3.8% | +4,566+3.4% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 78,054 | $973.8 萬 | 2.8% | +278+0.4% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q753 | US VALUE FACTR | 143,018 | $838.7 萬 | 2.4% | −1,393−1.0% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 106,587 | $720.3 萬 | 2.1% | −3,297−3.0% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 67,790 | $683.4 萬 | 2.0% | −779−1.1% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 79,558 | $610.2 萬 | 1.8% | +11,217+16.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 20,289 | $587.1 萬 | 1.7% | +528+2.7% | 加碼 | 歷史 |
| BlackRock ETF Trust II iShares Larg Cap Added092528801 | ETF | 167,488 | $580.0 萬 | 1.7% | −9,807−5.5% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 42,539 | $428.2 萬 | 1.2% | −1,999−4.5% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 20,585 | $411.9 萬 | 1.2% | +1,063+5.4% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 132,202 | $382.9 萬 | 1.1% | +4,038+3.2% | 加碼 | – |
| Tidal Trust II88636J816 | RETURN STCKD US | 114,826 | $375.4 萬 | 1.1% | −8,199−6.7% | 減碼 | – |
| AB Active ETFs Inc00039J772 | CALIF INTER ETF | 131,367 | $330.5 萬 | 1.0% | +25,219+23.8% | 加碼 | – |
| Vanguard Instl Index FD922040845 | 0 3 MO TR BI ETF | 36,675 | $277.6 萬 | 0.8% | −28,216−43.5% | 減碼 | – |
| ESTCElastic N.V. | ORD SHS | 44,870 | $255.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,835 | $220.1 萬 | 0.6% | −25−1.3% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 8,121 | $219.6 萬 | 0.6% | +16+0.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,652 | $210.8 萬 | 0.6% | +299+5.6% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 6,235 | $187.3 萬 | 0.5% | −8−0.1% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 5,083 | $179.6 萬 | 0.5% | +247+5.1% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 64,732 | $179.3 萬 | 0.5% | +976+1.5% | 加碼 | – |
| MUMicron Technology Inc | Stock | 1,544 | $178.2 萬 | 0.5% | −45−2.8% | 減碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 5,119 | $175.5 萬 | 0.5% | +9+0.2% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 46,478 | $167.9 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Select Dividend ETF464287168 | ETF | 9,863 | $154.2 萬 | 0.4% | +137+1.4% | 加碼 | – |
| CATCaterpillar Inc | Stock | 1,385 | $147.5 萬 | 0.4% | +23+1.7% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 11,658 | $142.6 萬 | 0.4% | −1,111−8.7% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,876 | $140.5 萬 | 0.4% | +1+0.1% | 加碼 | – |
| Goldman Sachs ETF Tr38149W564 | DYNA CAL MUN ETF | 26,152 | $133.9 萬 | 0.4% | +4,371+20.1% | 加碼 | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 16,984 | $128.4 萬 | 0.4% | +530+3.2% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q484 | CALIFORNIA TAX F | 24,471 | $123.2 萬 | 0.4% | +24,471 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 2,123 | $119.6 萬 | 0.3% | +89+4.4% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,647 | $119.1 萬 | 0.3% | +49+3.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,312 | $109.5 萬 | 0.3% | +213+5.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,810 | $107.1 萬 | 0.3% | +27+0.7% | 加碼 | 歷史 |
| iShares Inc464286343 | US PWR INFRA ETF | 38,044 | $106.4 萬 | 0.3% | −129−0.3% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,959 | $98.0 萬 | 0.3% | +57+3.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 5,635 | $93.4 萬 | 0.3% | +2,197+63.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,843 | $93.1 萬 | 0.3% | +110+4.0% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 5,464 | $92.8 萬 | 0.3% | +28+0.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,896 | $88.6 萬 | 0.3% | +170+2.5% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,456 | $87.6 萬 | 0.3% | +137+1.9% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,071 | $85.4 萬 | 0.2% | +19+0.2% | 加碼 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 19,703 | $81.6 萬 | 0.2% | −145−0.7% | 減碼 | – |
| iShares Tr46429B333 | GNMA BOND ETF | 17,970 | $79.5 萬 | 0.2% | +85+0.5% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,592 | $78.3 萬 | 0.2% | 00.0% | 不變 | – |
| LRCXLam Research Corp | Stock | 1,803 | $78.1 萬 | 0.2% | +83+4.8% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 6,707 | $73.4 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 10,072 | $71.8 萬 | 0.2% | +2,817+38.8% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,993 | $69.2 萬 | 0.2% | +214+3.2% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 4,466 | $65.5 萬 | 0.2% | +94+2.2% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 11,489 | $65.5 萬 | 0.2% | +328+2.9% | 加碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 26,135 | $63.1 萬 | 0.2% | +670+2.6% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,648 | $62.7 萬 | 0.2% | +10.0% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 611 | $61.8 萬 | 0.2% | +11+1.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,429 | $61.5 萬 | 0.2% | +144+2.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 648 | $60.6 萬 | 0.2% | +19+3.0% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 1,080 | $60.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 8,309 | $59.3 萬 | 0.2% | +807+10.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,474 | $59.0 萬 | 0.2% | +373+17.8% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 774 | $57.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 17,888 | $56.7 萬 | 0.2% | +315+1.8% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 6,498 | $56.0 萬 | 0.2% | −1,746−21.2% | 減碼依 6 比 1 拆股換算 | – |
| VVisa Inc. | Stock | 1,585 | $54.4 萬 | 0.2% | +56+3.7% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,996 | $54.0 萬 | 0.2% | −420−17.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | Stock | 3,920 | $53.6 萬 | 0.2% | +3,920 | 新進 | 歷史 |
| NUENucor Corp | COM | 2,397 | $53.4 萬 | 0.2% | +16+0.7% | 加碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 1,754 | $53.1 萬 | 0.2% | −578−24.8% | 減碼 | – |
| WELLWelltower Inc. | REIT | 2,326 | $52.8 萬 | 0.2% | +19+0.8% | 加碼 | 歷史 |
| PHMPultegroup Inc | COM | 3,502 | $48.1 萬 | 0.1% | −200−5.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,337 | $47.8 萬 | 0.1% | +175+15.1% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 3,381 | $47.2 萬 | 0.1% | +3,381 | 新進 | 歷史 |
| MYRGMyr Group Inc. | COM | 900 | $45.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,408 | $44.7 萬 | 0.1% | +1,733+47.2% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,488 | $44.4 萬 | 0.1% | +28+1.9% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 926 | $44.2 萬 | 0.1% | +83+9.8% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 8,721 | $44.0 萬 | 0.1% | +229+2.7% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,942 | $43.0 萬 | 0.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 994 | $41.8 萬 | 0.1% | +24+2.5% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,219 | $41.5 萬 | 0.1% | +89+7.9% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,087 | $40.2 萬 | 0.1% | +1,087 | 新進 | – |
| CFCF Industries Holdings, Inc. | COM | 3,688 | $39.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SNASnap-on Inc | COM | 990 | $39.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DHIHorton D R Inc | COM | 2,414 | $39.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CINFCincinnati Financial Corp | COM | 2,105 | $39.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287846 | DOW JONES US ETF | 2,106 | $38.4 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 3,314 | $37.7 萬 | 0.1% | −45−1.3% | 減碼 | – |
| AMGNAmgen Inc | Stock | 1,041 | $37.7 萬 | 0.1% | +19+1.9% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 4,492 | $37.6 萬 | 0.1% | 00.0% | 不變 | – |
| VanEck Vectors ETF Tr92189F593 | MORNINGSTAR INTL | 11,211 | $37.3 萬 | 0.1% | −2,796−20.0% | 減碼 | – |
| GRMNGarmin Ltd | SHS | 1,534 | $36.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| STLDSteel Dynamics Inc | COM | 1,564 | $35.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VTRVentas, Inc. | REIT | 4,016 | $35.7 萬 | 0.1% | +39+1.0% | 加碼 | 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 | $135.2 萬 | – |
2026 年第 1 季之後清倉（10 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 3,905 | $66.3 萬 | 0.2% | 歷史 |
| HSYHershey Co | COM | 1,538 | $32.0 萬 | 0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 672 | $29.1 萬 | 0.1% | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,267 | $26.8 萬 | 0.1% | – |
| iShares MSCI Eafe ETF464287465 | ETF | 2,554 | $24.8 萬 | 0.1% | – |
| COPConocoPhillips | Stock | 1,826 | $24.1 萬 | 0.1% | 歷史 |
| PRDOPerdoceo Education Corp | COM | 6,135 | $22.8 萬 | 0.1% | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 760 | $21.4 萬 | 0.1% | 歷史 |
| GLDSPDR Gold Trust | ETF | 488 | $21.0 萬 | 0.1% | 歷史 |
| ABTAbbott Laboratories | Stock | 2,004 | $20.6 萬 | 0.1% | 歷史 |