Capital & Planning, LLC
- SEC CIK
- 0002053750
- 最新申報
- 2026/9/2
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/3 申報。只含多頭部位。
- 持股檔數
- 192
- 2024 年第 3 季沒有申報
- 總值
- $1.37 億
- 2024 年第 3 季沒有申報
Capital & Planning, LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 41,086 | $1,732 萬 | 12.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 73,851 | $1,620 萬 | 11.8% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 72,102 | $1,365 萬 | 10.0% | – | – | 歷史 |
| VVisa Inc. | Stock | 42,218 | $1,334 萬 | 9.8% | – | – | 歷史 |
| SOSouthern Co | Stock | 135,538 | $1,116 萬 | 8.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 9,903 | $764.5 萬 | 5.6% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 21,766 | $545.1 萬 | 4.0% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 18,336 | $531.6 萬 | 3.9% | – | – | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 45,692 | $478.5 萬 | 3.5% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 25,810 | $432.7 萬 | 3.2% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 36,442 | $392.6 萬 | 2.9% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 18,503 | $267.6 萬 | 2.0% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 18,335 | $246.2 萬 | 1.8% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 6,724 | $244.0 萬 | 1.8% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 5,442 | $242.0 萬 | 1.8% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 37,555 | $226.5 萬 | 1.7% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 19,360 | $208.3 萬 | 1.5% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 7,323 | $193.0 萬 | 1.4% | – | – | 歷史 |
| DOWDow Inc. | Stock | 45,271 | $181.7 萬 | 1.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,919 | $171.0 萬 | 1.3% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 2,295 | $144.2 萬 | 1.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 3,461 | $134.6 萬 | 1.0% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,549 | $129.0 萬 | 0.9% | – | – | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 112,010 | $126.3 萬 | 0.9% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 6,175 | $124.6 萬 | 0.9% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 13,723 | $124.0 萬 | 0.9% | – | – | 歷史 |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 39,840 | $74.1 萬 | 0.5% | – | – | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 11,408 | $61.0 萬 | 0.4% | – | – | – |
| KOCoca Cola Co | Stock | 6,360 | $39.6 萬 | 0.3% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,600 | $30.9 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 705 | $28.5 萬 | 0.2% | – | – | 歷史 |
| YUMYum Brands Inc | Stock | 2,044 | $27.4 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 478 | $25.2 萬 | 0.2% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 852 | $21.0 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 924 | $17.6 萬 | 0.1% | – | – | 歷史 |
| IAUiShares Gold Trust | ETF | 3,465 | $17.2 萬 | 0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 356 | $16.1 萬 | 0.1% | – | – | 歷史 |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 9,783 | $11.9 萬 | 0.1% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 857 | $11.2 萬 | 0.1% | – | – | 歷史 |
| EAElectronic Arts Inc. | COM | 700 | $10.2 萬 | 0.1% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 840 | $10.1 萬 | 0.1% | – | – | 歷史 |
| FFord Motor Co | Stock | 8,260 | $8.18 萬 | 0.1% | – | – | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 1,340 | $8.08 萬 | 0.1% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 401 | $7.92 萬 | 0.1% | – | – | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 944 | $6.75 萬 | <0.1% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 250 | $5.82 萬 | <0.1% | – | – | – |
| DISWalt Disney Co | Stock | 505 | $5.62 萬 | <0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 997 | $5.46 萬 | <0.1% | – | – | – |
| ORCLOracle Corp | Stock | 303 | $5.06 萬 | <0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 1,220 | $4.88 萬 | <0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 276 | $4.84 萬 | <0.1% | – | – | – |
| AFLAflac Inc | Stock | 455 | $4.71 萬 | <0.1% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 631 | $4.54 萬 | <0.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 725 | $4.52 萬 | <0.1% | – | – | – |
| ALLAllstate Corp | Stock | 230 | $4.43 萬 | <0.1% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 200 | $4.42 萬 | <0.1% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 520 | $4.38 萬 | <0.1% | – | – | 歷史 |
| VLOValero Energy Corp | Stock | 300 | $3.68 萬 | <0.1% | – | – | 歷史 |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 2,936 | $3.60 萬 | <0.1% | – | – | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 612 | $3.46 萬 | <0.1% | – | – | – |
| LMTLockheed Martin Corp | Stock | 70 | $3.40 萬 | <0.1% | – | – | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 424 | $3.28 萬 | <0.1% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 130 | $3.15 萬 | <0.1% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 53 | $3.12 萬 | <0.1% | – | – | – |
| MRVLMarvell Technology, Inc. | COM | 244 | $2.69 萬 | <0.1% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 110 | $2.53 萬 | <0.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 105 | $2.52 萬 | <0.1% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 41 | $2.40 萬 | <0.1% | – | – | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 40 | $2.37 萬 | <0.1% | – | – | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 800 | $2.25 萬 | <0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 200 | $1.99 萬 | <0.1% | – | – | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 1,010 | $1.98 萬 | <0.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 37 | $1.91 萬 | <0.1% | – | – | – |
| FDXFedEx Corp | Stock | 66 | $1.86 萬 | <0.1% | – | – | 歷史 |
| EDConsolidated Edison Inc | Stock | 200 | $1.78 萬 | <0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 868 | $1.74 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 102 | $1.73 萬 | <0.1% | – | – | – |
| VRSKVerisk Analytics, Inc. | COM | 60 | $1.65 萬 | <0.1% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 243 | $1.55 萬 | <0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 217 | $1.52 萬 | <0.1% | – | – | – |
| DELLDell Technologies Inc. | Stock | 131 | $1.51 萬 | <0.1% | – | – | 歷史 |
| ITGartner Inc | COM | 30 | $1.45 萬 | <0.1% | – | – | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 48 | $1.44 萬 | <0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 15 | $1.34 萬 | <0.1% | – | – | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 63 | $1.34 萬 | <0.1% | – | – | – |
| BPBP PLC | ADR | 437 | $1.29 萬 | <0.1% | – | – | 歷史 |
| FICOFair Isaac Corp | COM | 6 | $1.19 萬 | <0.1% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 35 | $1.17 萬 | <0.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 286 | $1.15 萬 | <0.1% | – | – | – |
| ECLEcolab Inc. | Stock | 49 | $1.15 萬 | <0.1% | – | – | 歷史 |
| ADIAnalog Devices Inc | Stock | 54 | $1.15 萬 | <0.1% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 155 | $1.09 萬 | <0.1% | – | – | – |
| SHWSherwin Williams Co | COM | 32 | $1.09 萬 | <0.1% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 184 | $1.04 萬 | <0.1% | – | – | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 73 | $1.02 萬 | <0.1% | – | – | – |
| PRUPrudential Financial Inc | Stock | 85 | $1.01 萬 | <0.1% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 182 | $9,712 | <0.1% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 59 | $9,595 | <0.1% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 40 | $9,274 | <0.1% | – | – | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 20 | $9,078 | <0.1% | – | – | 歷史 |