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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 94 项
建仓 7
增持 10
减持 74
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
+$2.0M
51,476
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$1.4M
35,772
-2%
减持
IWF
ISHARES TR
+$1.2M
36,398
-1%
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。
增持
LLY
ELI LILLY & CO
+$999.9K
11,855
+8%
减持
CMDY
ISHARES U S ETF TR
-$844.8K
62,494
-15%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$813.1K
1,181,755
-10%
减持
XLK
SELECT SECTOR SPDR TR
+$800.4K
36,140
-4%
减持
AAPL
APPLE INC
+$775.0K
41,952
-2%
建仓
AVGO
BROADCOM INC
+$644.1K
577
减持
ARKK
ARK ETF TR
+$516.3K
43,540
-2%
增持
AMZN
AMAZON COM INC
+$492.0K
17,236
+3%
减持
COST
COSTCO WHSL CORP NEW
+$474.6K
5,168
-1%
减持
XLE
SELECT SECTOR SPDR TR
-$474.5K
47,152
-4%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$452.3K
44,274
-4%
减持
XSD
SPDR SER TR
+$402.3K
14,386
-0%
减持
BX
BLACKSTONE INC
+$363.5K
18,261
-3%
增持
MARA
MARATHON DIGITAL HOLDINGS IN
+$361.8K
23,610
+4%
减持
HDV
ISHARES TR
-$357.4K
15,444
-21%
减持
MSFT
MICROSOFT CORP
+$353.9K
5,948
-0%
减持
KRE
SPDR SER TR
+$336.9K
52,116
-9%
减持
XLI
SELECT SECTOR SPDR TR
+$331.0K
30,029
-2%
减持
V
VISA INC
+$316.6K
12,444
-2%
减持
IWP
ISHARES TR
+$305.1K
25,583
-1%
增持
CALF
PACER FDS TR
+$270.4K
11,499
+70%
增持
NVO
NOVO-NORDISK A S
+$269.5K
13,908
+8%
建仓
RBLX
ROBLOX CORP
+$269.1K
5,885
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$258.3K
8,496
-4%
减持
PFE
PFIZER INC
-$255.8K
20,548
-20%
建仓
CRM
SALESFORCE INC
+$249.5K
948
清仓
SRPT
SAREPTA THERAPEUTICS INC
-$248.5K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$236.9K
5,775
-3%
建仓
DKNG
DRAFTKINGS INC NEW
+$230.4K
6,537
清仓
CSCO
CISCO SYS INC
-$211.0K
0
-100%
减持
DVN
DEVON ENERGY CORP NEW
-$210.7K
22,515
-13%
建仓
GE
GENERAL ELECTRIC CO
+$206.1K
1,615
清仓
BWA
BORGWARNER INC
-$204.0K
0
-100%
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$202.9K
1,667
建仓
UBER
UBER TECHNOLOGIES INC
+$202.5K
3,289
减持
ITA
ISHARES TR
+$192.4K
10,687
-2%
减持
SPSM
SPDR SER TR
+$181.8K
38,104
-1%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$176.2K
13,125
+6%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$166.3K
4,814
-2%
增持
RIOT
RIOT PLATFORMS INC
+$152.1K
19,080
+24%
减持
RUN
SUNRUN INC
+$142.7K
20,804
-2%
减持
IWS
ISHARES TR
+$138.0K
13,233
-1%
减持
MRVL
MARVELL TECHNOLOGY INC
+$136.7K
26,800
-2%
减持
SPYM
SPDR SER TR
+$135.7K
40,965
-4%
减持
FRME
FIRST MERCHANTS CORP
+$134.1K
14,800
-1%
减持
BA
BOEING CO
+$125.4K
2,425
-8%
减持
SOXL
DIREXION SHS ETF TR
+$120.3K
11,863
-11%
减持
IWD
ISHARES TR
+$119.0K
12,632
-3%
减持
IWM
ISHARES TR
+$110.6K
6,291
-3%
减持
JNJ
JOHNSON & JOHNSON
-$95.4K
15,443
-4%
减持
BLDR
BUILDERS FIRSTSOURCE INC
+$91.3K
2,841
-8%
减持
OVV
OVINTIV INC
-$90.5K
11,110
-9%
减持
XLU
SELECT SECTOR SPDR TR
+$87.7K
23,854
-1%
减持
DFAU
DIMENSIONAL ETF TRUST
+$86.2K
30,078
-1%
减持
XLF
SELECT SECTOR SPDR TR
+$84.6K
53,507
-8%
减持
XLV
SELECT SECTOR SPDR TR
+$81.8K
16,364
-2%
减持
PLUG
PLUG POWER INC
-$78.4K
16,475
-18%
减持
XBI
SPDR SER TR
+$78.0K
5,016
-1%
减持
PAVE
GLOBAL X FDS
+$73.1K
23,279
-3%
减持
IWO
ISHARES TR
+$69.3K
2,668
-1%
减持
BALL
BALL CORP
-$63.1K
10,678
-22%
减持
COWZ
PACER FDS TR
+$56.5K
30,941
-1%
减持
BIL
SPDR SER TR
-$56.3K
59,150
-1%
减持
IYW
ISHARES TR
+$50.0K
3,100
-2%
减持
IWN
ISHARES TR
+$49.7K
3,395
-4%
增持
TMFC
RBB FD INC
+$48.6K
6,659
+5%
减持
DVY
ISHARES TR
+$48.2K
6,206
-2%
减持
FCG
FIRST TR EXCHANGE-TRADED FD
-$43.1K
13,408
-5%
减持
SCHW
SCHWAB CHARLES CORP
+$39.5K
3,567
-5%
减持
GUNR
FLEXSHARES TR
-$39.1K
21,722
-5%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$37.7K
17,296
+1%
减持
SRVR
PACER FDS TR
+$31.1K
11,851
-5%
增持
VLO
VALERO ENERGY CORP
-$30.3K
3,799
+3%
减持
PTBD
PACER FDS TR
+$28.0K
29,746
-0%
减持
ATNM
ACTINIUM PHARMACEUTICALS INC
-$25.3K
16,000
-11%
减持
MDYG
SPDR SER TR
+$22.1K
4,185
-2%
减持
SPTM
SPDR SER TR
+$21.2K
7,605
-6%
减持
CACI
CACI INTL INC
+$18.4K
2,640
-1%
减持
—
ARDAGH METAL PACKAGING S A
+$15.6K
39,600
-9%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$15.4K
11,295
-8%
减持
SPMD
SPDR SER TR
+$14.9K
5,948
-5%
减持
—
CARA THERAPEUTICS INC
-$11.5K
10,500
-9%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$6.8K
6,990
-9%
减持
—
VIRGIN GALACTIC HOLDINGS INC
+$6.6K
12,910
-7%
减持
VO
VANGUARD INDEX FDS
-$6.5K
1,355
-12%
减持
RAVI
FLEXSHARES TR
-$6.1K
5,645
-1%
减持
DIS
DISNEY WALT CO
-$4.9K
3,080
-12%
减持
NOBL
PROSHARES TR
+$4.9K
2,995
-5%
减持
JETS
ETF SER SOLUTIONS
-$4.4K
20,609
-12%
减持
DFSD
DIMENSIONAL ETF TRUST
+$3.3K
6,715
-0%
减持
—
MATTERPORT INC
+$1.4K
17,325
-17%
