Blom & Howell Financial Planning, Inc.
- SEC CIK
- 0002136102
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/4。SEC
- 持股檔數
- 67
- 較 2026 年第 1 季 +6
- 總值
- $1.2 億
- 較 2026 年第 1 季 +$1,821.91 萬 (+17.9%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| SCHWAB U.S. LARGE-CAP GROWTH ETF808524300 | ETF | 351,261 | $1,188.67 萬 | 9.90% | +38,857+12.4% | 加碼 | – |
| JPMORGAN ULTRA-SHORT INCOME ETF46641Q837 | ETF | 200,054 | $1,011.67 萬 | 8.43% | +46,142+30.0% | 加碼 | – |
| VANGUARD BD INDEX FDS92203C303 | VANGUARD ULTRA | 199,993 | $995.57 萬 | 8.29% | −53,184−21.0% | 減碼 | – |
| CAPITAL GROUP DIVIDEND VALUE14020W106 | SHS CREAT UNIT | 177,695 | $875.68 萬 | 7.29% | +18,881+11.9% | 加碼 | – |
| CAPITAL GROUP GBL GROWTH EQT14020X104 | SHS CREAT UNIT | 202,039 | $855.23 萬 | 7.12% | +15,103+8.1% | 加碼 | – |
| VANGUARD DIVIDEND APPRECIATION ETF921908844 | ETF | 35,500 | $840 萬 | 7.00% | +4,312+13.8% | 加碼 | – |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33738R506 | ETF | 92,702 | $751.44 萬 | 6.26% | +10,648+13.0% | 加碼 | – |
| VANGUARD INTERMEDIATE-TERM BOND ETF921937819 | ETF | 63,985 | $490.76 萬 | 4.09% | +12,915+25.3% | 加碼 | – |
| VANGUARD MORNINGSTAR VALUE ETF922908744 | ETF | 18,565 | $404.58 萬 | 3.37% | −4,726−20.3% | 減碼 | – |
| T ROWE PRICE EXCHANGE-TRADED87283Q701 | ULTRA SHRT TRM | 66,733 | $332.13 萬 | 2.77% | −288−0.4% | 減碼 | – |
| VANGUARD MORNINGSTAR GROWTH ETF922908736 | ETF | 36,781 | $316.83 萬 | 2.64% | +29,625+414.0% | 加碼 | – |
| CAPITAL GRP FIXED INCM ETF T14020Y300 | US MULTI-SECTOR | 99,386 | $271.62 萬 | 2.26% | +21,829+28.1% | 加碼 | – |
| INVESCO EXCH TRADED FD TR II46138E339 | S&P 500 MOMNTM | 16,217 | $261.97 萬 | 2.18% | +960+6.3% | 加碼 | – |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 4,172 | $242.36 萬 | 2.02% | −57−1.3% | 減碼 | 查看 |
| VANGUARD FTSE DEVELOPED MARKETS ETF921943858 | ETF | 33,442 | $238.28 萬 | 1.98% | −8,579−20.4% | 減碼 | – |
| VANGUARD WELLINGTON FD921935508 | US MOMENTUM | 7,518 | $187.59 萬 | 1.56% | +493+7.0% | 加碼 | – |
| VANGUARD SCOTTSDALE FDS92206C706 | INTER TERM TREAS | 31,081 | $183.32 萬 | 1.53% | −7,760−20.0% | 減碼 | – |
| FIRST TR EXCHANGE TRADED FD33741X102 | SMID RISNG ETF | 34,416 | $148.47 萬 | 1.24% | +3,324+10.7% | 加碼 | – |
| CAPITAL GROUP DIVIDEND GROWE14021L109 | SHS ETF | 38,956 | $146.12 萬 | 1.22% | +13,849+55.2% | 加碼 | – |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 1,389 | $129.98 萬 | 1.08% | −11−0.8% | 減碼 | 查看 |
| JNJJOHNSON & JOHNSON COM | Stock | 4,931 | $125.22 萬 | 1.04% | −27−0.5% | 減碼 | 查看 |
| PGIM ETF TR69344A206 | ACTV HY BD ETF | 32,214 | $112.36 萬 | 0.94% | +12,260+61.4% | 加碼 | – |
| VANGUARD MORNINGSTAR SMALL-CAP ETF922908751 | ETF | 3,483 | $105.58 萬 | 0.88% | −318−8.4% | 減碼 | – |
| AAPLAPPLE INC COM | Stock | 2,891 | $83.64 萬 | 0.70% | +14+0.5% | 加碼 | 查看 |
| AVGOBROADCOM INC COM | Stock | 2,169 | $81.94 萬 | 0.68% | −7−0.3% | 減碼 | 查看 |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 2,175 | $80.5 萬 | 0.67% | +44+2.1% | 加碼 | – |
| DELLDELL TECHNOLOGIES INC CL C | Stock | 1,815 | $78.31 萬 | 0.65% | −15−0.8% | 減碼 | 查看 |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 344 | $68.44 萬 | 0.57% | 00.0% | 不變 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 1,642 | $61.25 萬 | 0.51% | −2−0.1% | 減碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 2,501 | $59.61 萬 | 0.50% | −14−0.6% | 減碼 | 查看 |
| T ROWE PRICE EXCHANGE-TRADED87283Q206 | PRICE EQT INCOME | 11,752 | $59.21 萬 | 0.49% | +392+3.5% | 加碼 | – |
| CSCOCISCO SYS INC COM | Stock | 4,828 | $56.71 萬 | 0.47% | −98−2.0% | 減碼 | 查看 |
| VANGUARD MORNINGSTAR MID-CAP ETF922908629 | ETF | 6,722 | $54.16 萬 | 0.45% | +4,420+192.0% | 加碼 | – |
| VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF922908611 | ETF | 2,216 | $53.84 萬 | 0.45% | −760−25.5% | 減碼 | – |
| GLWCORNING INC | COM | 2,092 | $53.44 萬 | 0.45% | −23−1.1% | 減碼 | 查看 |
| TSLATESLA INC COM | Stock | 1,164 | $48.96 萬 | 0.41% | +5+0.4% | 加碼 | 查看 |
| CVXCHEVRON CORPORATION COM | Stock | 2,814 | $46.65 萬 | 0.39% | +21+0.8% | 加碼 | 查看 |
| ISHARES TR46436E718 | 0-3 MTH TREASURY | 4,525 | $45.55 萬 | 0.38% | +4,525 | 新進 | – |
| WMTWALMART INC COM | Stock | 3,962 | $44.88 萬 | 0.37% | −22−0.6% | 減碼 | 查看 |
| ISHARES RUSSELL TOP 200 GROWTH ETF464289438 | ETF | 1,487 | $43.2 萬 | 0.36% | −26−1.7% | 減碼 | – |
| SCHWAB STRATEGIC TR808524862 | SHT TM US TRES | 17,310 | $41.79 萬 | 0.35% | −58−0.3% | 減碼 | – |
| VANGUARD WORLD FD921910816 | MEGA GRWTH IND | 4,564 | $40.12 萬 | 0.33% | +3,781+482.9% | 加碼 | – |
| ISHARES TR464287689 | RUSSELL 3000 ETF | 938 | $39.99 萬 | 0.33% | −7−0.7% | 減碼 | – |
| GOOGLALPHABET INC CAP STK CL A | Stock | 1,119 | $39.99 萬 | 0.33% | −2−0.2% | 減碼 | 查看 |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406 | ETF | 2,505 | $39.59 萬 | 0.33% | −291−10.4% | 減碼 | – |
| VANGUARD WHITEHALL FDS921946810 | INTL DVD ETF | 4,084 | $38.14 萬 | 0.32% | −45−1.1% | 減碼 | – |
| OREALTY INCOME CORP COM | REIT | 5,746 | $35.6 萬 | 0.30% | −98−1.7% | 減碼 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 702 | $35.13 萬 | 0.29% | +98+16.2% | 加碼 | 查看 |
| ISHARES TR464287622 | RUS 1000 ETF | 766 | $31.37 萬 | 0.26% | −30−3.8% | 減碼 | – |
| PEGPUBLIC SVC ENTERPRISE GROUP | COM | 3,705 | $30.07 萬 | 0.25% | −75−2.0% | 減碼 | 查看 |
| CMICUMMINS INC COM | Stock | 400 | $28.56 萬 | 0.24% | 00.0% | 不變 | 查看 |
| VANGUARD TOTAL WORLD STOCK ETF922042742 | ETF | 1,794 | $28.16 萬 | 0.23% | +142+8.6% | 加碼 | – |
| ISRGINTUITIVE SURGICAL INC | COM NEW | 679 | $27 萬 | 0.22% | −1−0.1% | 減碼 | 查看 |
| TJXTJX COS INC NEW COM | Stock | 1,680 | $25.45 萬 | 0.21% | −2−0.1% | 減碼 | 查看 |
| INVESCO EXCHANGE TRADED FD T46137V464 | S&P MDCP MOMNTUM | 1,466 | $24.94 萬 | 0.21% | +1,466 | 新進 | – |
| VANGUARD MUN BD FDS922907746 | TAX EXEMPT BD | 4,928 | $24.93 萬 | 0.21% | +15+0.3% | 加碼 | – |
| VANGUARD MORNINGSTAR MID-CAP VALUE ETF922908512 | ETF | 1,203 | $23.77 萬 | 0.20% | −13−1.1% | 減碼 | – |
| VANGUARD LONG-TERM TREASURY ETF92206C847 | ETF | 4,307 | $23.77 萬 | 0.20% | +4,307 | 新進 | – |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 549 | $22.82 萬 | 0.19% | +549 | 新進 | 查看 |
| FIRST TR EXCHNG TRADED FD VI33740F888 | SMIT UNCO BD ETF | 9,077 | $22.58 萬 | 0.19% | −193−2.1% | 減碼 | – |
| ISHARES TR464288414 | NATIONAL MUN ETF | 2,050 | $22.07 萬 | 0.18% | +8+0.4% | 加碼 | – |
| AMATAPPLIED MATLS INC COM | Stock | 299 | $21.62 萬 | 0.18% | +299 | 新進 | 查看 |
| RTXRTX CORPORATION COM | Stock | 1,131 | $21.46 萬 | 0.18% | −5−0.4% | 減碼 | 查看 |
| ORLYOREILLY AUTOMOTIVE INC COM | Stock | 2,313 | $21.3 萬 | 0.18% | −11−0.5% | 減碼 | 查看 |
| VICIVICI PPTYS INC | COM | 7,835 | $20.8 萬 | 0.17% | −185−2.3% | 減碼 | 查看 |
| XOMEXXON MOBIL CORP | COM | 1,468 | $20.07 萬 | 0.17% | −6−0.4% | 減碼 | 查看 |
| MTBM & T BK CORP | COM | 841 | $20.02 萬 | 0.17% | +841 | 新進 | 查看 |
各季 13F 申報
| 季度 | 申報日 | 持股檔數 | 總值 | 變化 | 申報原文 |
|---|---|---|---|---|---|
| 2026 年第 2 季 | 2026/8/4 | 67 | $1.2 億 | 與 2026 年第 1 季 比較 | SEC |
| 2026 年第 1 季 | 2026/7/10 | 61 | $1.02 億 | 與 2025 年第 4 季 比較 | SEC |
| 2025 年第 4 季 | 2026/7/10 | 62 | $1.01 億 | – | SEC |