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Intrepid Financial Planning Group LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Intrepid Financial Planning Group LLC
报告期 2026-03-31 · CIK 0001641296
持仓数
125
前50大市值合计
$214.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 103 项
建仓 17
增持 8
减持 70
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
PGX
INVESCO EXCH TRADED FD TR II
-$1.4M
1,363,694
-3%
建仓
REGL
PROSHARES TR
+$1.4M
19,666
建仓
HDV
ISHARES TR
+$1.4M
13,437
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
SMDV
PROSHARES TR
+$1.3M
20,407
减持
IVV
ISHARES TR
+$972.5K
55,999
-2%
增持
XLE
SELECT SECTOR SPDR TR
+$963.5K
54,630
+3%
减持
ARKK
ARK ETF TR
-$881.5K
46,782
-25%
减持
AMZN
AMAZON COM INC
-$779.3K
11,175
-26%
减持
XLY
SELECT SECTOR SPDR TR
-$722.2K
17,000
-17%
减持
JPM
JPMORGAN CHASE & CO
+$644.7K
22,071
-0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$641.9K
45,090
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$553.3K
38,758
-3%
减持
IWF
ISHARES TR
-$524.0K
38,331
-8%
建仓
DVY
ISHARES TR
+$498.7K
4,135
增持
DVN
DEVON ENERGY CORP NEW
+$475.1K
24,940
+42%
减持
XLI
SELECT SECTOR SPDR TR
+$460.1K
35,853
-3%
减持
SPYM
SPDR SER TR
-$452.7K
44,449
-24%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$421.4K
7,734
减持
V
VISA INC
+$394.6K
13,432
-0%
增持
SPSM
SPDR SER TR
+$388.6K
46,839
+19%
建仓
PTBD
PACER FDS TR
+$374.1K
18,605
建仓
FCG
FIRST TR EXCHANGE-TRADED FD
+$366.3K
14,945
增持
AAPL
APPLE INC
-$357.5K
43,943
+0%
建仓
VLO
VALERO ENERGY CORP
+$331.1K
2,610
建仓
DFSD
DIMENSIONAL ETF TRUST
+$311.3K
6,755
减持
KRE
SPDR SER TR
-$289.0K
66,564
-7%
减持
MARA
MARATHON DIGITAL HOLDINGS IN
-$279.4K
22,975
-31%
减持
PLUG
PLUG POWER INC
-$276.8K
22,975
-14%
清仓
CNC
CENTENE CORP DEL
-$264.0K
0
-100%
清仓
RBLX
ROBLOX CORP
-$246.0K
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
+$245.5K
18,164
-1%
减持
BX
BLACKSTONE INC
-$238.1K
20,176
-3%
清仓
VUG
VANGUARD INDEX FDS
-$237.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$236.5K
18,078
-0%
建仓
PG
PROCTER AND GAMBLE CO
+$232.5K
1,534
建仓
NOBL
PROSHARES TR
+$223.6K
2,485
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$222.4K
720
减持
ITA
ISHARES TR
+$218.8K
11,271
-1%
清仓
TSLA
TESLA INC
-$218.0K
0
-100%
建仓
LMT
LOCKHEED MARTIN CORP
+$211.6K
435
建仓
BWA
BORGWARNER INC
+$203.4K
5,054
清仓
LYV
LIVE NATION ENTERTAINMENT IN
-$202.0K
0
-100%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$200.9K
10,190
-5%
建仓
CSCO
CISCO SYS INC
+$200.1K
4,200
减持
MRVL
MARVELL TECHNOLOGY INC
-$197.3K
26,315
-4%
清仓
—
PARAMOUNT GLOBAL
-$190.0K
0
-100%
减持
BA
BOEING CO
+$180.4K
2,795
-4%
减持
SPIP
SPDR SER TR
-$176.7K
37,782
-17%
减持
IWD
ISHARES TR
+$170.1K
13,697
-2%
减持
PFE
PFIZER INC
+$146.9K
21,192
-1%
减持
LLY
LILLY ELI & CO
+$132.5K
10,749
-9%
减持
COST
COSTCO WHSL CORP NEW
-$124.9K
5,538
-1%
减持
XLF
SELECT SECTOR SPDR TR
+$118.7K
68,528
-7%
清仓
CRSR
CORSAIR GAMING INC
-$115.0K
0
-100%
减持
XLU
SELECT SECTOR SPDR TR
+$113.9K
24,538
-1%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$108.0K
5,137
-7%
减持
CACI
CACI INTL INC
+$98.6K
2,700
-1%
减持
IWS
ISHARES TR
+$96.9K
14,305
-3%
减持
CMDY
ISHARES U S ETF TR
-$87.3K
84,951
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$86.2K
1,200
+10%
减持
—
VMWARE INC
+$83.7K
6,262
-3%
减持
XLK
SELECT SECTOR SPDR TR
+$80.5K
39,621
-3%
减持
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$80.5K
14,700
-1%
减持
RIOT
RIOT BLOCKCHAIN INC
-$80.4K
14,330
-22%
减持
DFAU
DIMENSIONAL ETF TRUST
-$79.4K
31,849
-15%
清仓
PTON
PELOTON INTERACTIVE INC
-$76.0K
0
-100%
减持
XSD
SPDR SER TR
+$75.3K
15,286
-6%
建仓
—
TRANSOCEAN LTD
+$73.0K
16,000
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$71.0K
15,494
-3%
增持
MSFT
MICROSOFT CORP
+$70.9K
6,271
+2%
减持
—
AMDOCS LTD
+$59.1K
16,844
-9%
减持
—
MATTERPORT INC
-$58.5K
24,825
-26%
减持
IWP
ISHARES TR
+$58.5K
28,199
-4%
增持
JETS
ETF SER SOLUTIONS
+$54.7K
21,940
+3%
建仓
ABOS
ACUMEN PHARMACEUTICALS INC
+$54.0K
10,000
减持
PAVE
GLOBAL X FDS
-$53.6K
27,195
-19%
减持
IWM
ISHARES TR
+$53.0K
6,727
-1%
减持
DIS
DISNEY WALT CO
-$45.0K
3,775
-4%
减持
SRVR
PACER FDS TR
-$39.1K
13,606
-10%
减持
XLB
SELECT SECTOR SPDR TR
+$36.9K
4,633
-2%
减持
IWN
ISHARES TR
+$32.8K
3,554
-0%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$31.1K
7,774
-1%
减持
IYT
ISHARES TR
+$29.9K
2,107
-1%
减持
XBI
SPDR SER TR
-$25.9K
5,194
-10%
减持
CLSK
CLEANSPARK INC
-$25.9K
16,723
-11%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$24.8K
2,825
-12%
减持
SPMD
SPDR SER TR
+$24.1K
6,661
-1%
减持
—
VIRGIN GALACTIC HOLDINGS INC
-$22.8K
15,010
-6%
减持
—
ARDAGH METAL PACKAGING S A
-$20.3K
43,600
-8%
减持
DELL
DELL TECHNOLOGIES INC
+$16.6K
12,994
-12%
减持
MDYG
SPDR SER TR
+$14.4K
4,613
-3%
减持
SPTM
SPDR SER TR
+$13.8K
8,285
-3%
减持
—
CARA THERAPEUTICS INC
-$12.5K
11,500
-21%
减持
QLTA
ISHARES TR
-$12.3K
4,570
-7%
减持
AGG
ISHARES TR
-$12.2K
3,905
-4%
减持
SOXL
DIREXION SHS ETF TR
+$10.5K
13,393
-0%
减持
RAVI
FLEXSHARES TR
-$9.7K
6,240
-2%
减持
—
SPIRIT AIRLS INC
+$9.2K
19,516
-1%
减持
CLF
CLEVELAND-CLIFFS INC NEW
+$6.4K
12,500
-14%
减持
—
GLOBAL X FDS
-$6.0K
11,575
-6%
减持
MAR
MARRIOTT INTL INC NEW
+$5.5K
2,280
-4%
减持
AMD
ADVANCED MICRO DEVICES INC
+$3.0K
3,890
-1%
减持
SBUX
STARBUCKS CORP
-$704
2,755
-15%
