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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 108 项
建仓 8
增持 34
减持 57
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$2.1M
43,929
+5%
清仓
SPSM
SPDR SER TR
-$1.7M
0
-100%
增持
LLY
ELI LILLY & CO
+$1.5M
11,896
+0%
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。
减持
KRE
SPDR SER TR
-$1.3M
22,585
-53%
增持
PFF
ISHARES TR
+$1.1M
167,078
+30%
减持
IWF
ISHARES TR
+$946.7K
36,329
-0%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$741.0K
1,138,961
-3%
减持
IVV
ISHARES TR
+$659.0K
49,861
-2%
建仓
NVDA
NVIDIA CORPORATION
+$635.6K
5,145
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$579.0K
16,858
+156%
减持
XLK
SELECT SECTOR SPDR TR
+$552.7K
35,549
-1%
清仓
PATH
UIPATH INC
-$524.2K
0
-100%
清仓
DVY
ISHARES TR
-$481.6K
0
-100%
建仓
—
ROYAL CARIBBEAN GROUP
+$456.6K
2,864
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$413.7K
38,361
+26%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$411.4K
42,169
-3%
减持
JNJ
JOHNSON & JOHNSON
-$303.3K
13,746
-6%
清仓
DKNG
DRAFTKINGS INC NEW
-$296.8K
0
-100%
增持
DELL
DELL TECHNOLOGIES INC
+$286.9K
11,922
+0%
减持
ARKK
ARK ETF TR
-$280.8K
42,958
-1%
减持
BX
BLACKSTONE INC
-$276.5K
17,118
-6%
建仓
LMT
LOCKHEED MARTIN CORP
+$253.2K
542
减持
V
VISA INC
-$246.5K
12,202
-1%
清仓
BBBY
BEYOND INC
-$237.2K
0
-100%
增持
AMZN
AMAZON COM INC
+$232.8K
17,246
+0%
减持
MAR
MARRIOTT INTL INC NEW
-$224.0K
1,505
-35%
建仓
TSLA
TESLA INC
+$223.2K
1,128
建仓
MRNA
MODERNA INC
+$222.7K
1,875
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$220.1K
0
-100%
建仓
NFLX
NETFLIX INC
+$218.0K
323
减持
AMD
ADVANCED MICRO DEVICES INC
-$216.5K
10,365
-1%
清仓
NOBL
PROSHARES TR
-$213.0K
0
-100%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$209.0K
12,631
-4%
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$204.1K
0
-100%
建仓
META
META PLATFORMS INC
+$201.7K
400
建仓
KO
COCA COLA CO
+$201.3K
3,162
增持
BLDR
BUILDERS FIRSTSOURCE INC
-$186.7K
3,256
+7%
减持
HDV
ISHARES TR
-$181.5K
11,681
-11%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$177.1K
8,414
+0%
减持
XLI
SELECT SECTOR SPDR TR
-$164.7K
29,639
-1%
减持
COST
COSTCO WHSL CORP NEW
+$159.8K
2,327
-6%
减持
SPY
SPDR S&P 500 ETF TR
+$157.0K
34,447
-3%
减持
AVGO
BROADCOM INC
+$148.6K
573
-2%
减持
XSD
SPDR SER TR
+$137.6K
14,337
-2%
减持
BIL
SPDR SER TR
-$134.5K
55,876
-3%
减持
NVO
NOVO-NORDISK A S
+$133.8K
13,448
-3%
减持
DXCM
DEXCOM INC
-$130.3K
3,395
-9%
减持
CACI
CACI INTL INC
+$126.5K
2,620
-1%
减持
MSFT
MICROSOFT CORP
+$125.8K
7,211
-2%
减持
IWO
ISHARES TR
-$121.2K
3,985
-8%
增持
XLE
SELECT SECTOR SPDR TR
-$102.3K
44,562
+1%
减持
BALL
BALL CORP
-$95.7K
9,828
-3%
减持
SPYM
SPDR SER TR
+$94.8K
40,928
-0%
减持
DVN
DEVON ENERGY CORP NEW
-$94.4K
19,500
-4%
增持
COWZ
PACER FDS TR
-$91.6K
32,821
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$84.8K
22,301
+1%
减持
MARA
MARATHON DIGITAL HOLDINGS IN
-$84.3K
22,610
-4%
减持
—
AMDOCS LTD
-$83.4K
7,230
-0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$82.3K
23,575
+5%
减持
IWS
ISHARES TR
-$79.7K
13,057
-1%
减持
RIOT
RIOT PLATFORMS INC
-$77.4K
17,080
-10%
减持
IWD
ISHARES TR
-$75.1K
12,500
-1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$74.9K
5,087
+6%
增持
XLU
SELECT SECTOR SPDR TR
+$72.6K
23,945
+1%
增持
PEP
PEPSICO INC
+$71.3K
2,565
+28%
减持
DIS
DISNEY WALT CO
-$71.2K
3,075
-0%
增持
BOTZ
GLOBAL X FDS
+$68.2K
48,124
+8%
减持
VLO
VALERO ENERGY CORP
-$67.2K
3,599
-3%
减持
MRVL
MARVELL TECHNOLOGY INC
-$61.7K
26,800
-2%
增持
BAC
BANK AMERICA CORP
+$59.3K
24,397
+2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$57.6K
1,540
-17%
减持
JETS
ETF SER SOLUTIONS
-$57.1K
18,238
-8%
减持
SOXL
DIREXION SHS ETF TR
+$56.4K
11,503
-8%
增持
MDYG
SPDR SER TR
+$55.7K
5,199
+19%
减持
XLF
SELECT SECTOR SPDR TR
-$53.1K
52,120
-0%
增持
CLSK
CLEANSPARK INC
-$52.3K
20,023
+14%
增持
PAVE
GLOBAL X FDS
-$47.4K
24,011
+2%
减持
XLV
SELECT SECTOR SPDR TR
-$44.0K
16,294
-0%
减持
AMGN
AMGEN INC
+$42.6K
1,797
-2%
增持
CRM
SALESFORCE INC
-$40.5K
953
+1%
增持
IWM
ISHARES TR
-$38.9K
6,391
+1%
增持
TMFC
RBB FD INC
+$34.3K
7,042
+1%
减持
IYW
ISHARES TR
+$32.8K
2,955
-3%
增持
FCG
FIRST TR EXCHANGE-TRADED FD
+$31.4K
13,264
+15%
减持
XLB
SELECT SECTOR SPDR TR
-$27.8K
4,151
-2%
增持
RUN
SUNRUN INC
-$26.7K
20,365
+0%
减持
—
SPIRIT AIRLS INC
-$24.3K
19,601
-1%
减持
—
MATTERPORT INC
+$23.8K
12,825
-13%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$23.5K
10,829
-2%
减持
PLUG
PLUG POWER INC
-$23.4K
13,525
-15%
增持
ATNM
ACTINIUM PHARMACEUTICALS INC
+$22.7K
20,000
+25%
减持
GUNR
FLEXSHARES TR
-$20.8K
21,212
-0%
增持
IWN
ISHARES TR
-$19.6K
3,625
+1%
清仓
—
VIRGIN GALACTIC HOLDINGS INC
-$19.1K
0
-100%
减持
SPTM
SPDR SER TR
+$16.6K
7,589
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$12.3K
1,193
-5%
增持
CALF
PACER FDS TR
+$11.3K
21,331
+14%
减持
LVHD
LEGG MASON ETF INVT
-$10.5K
7,222
-1%
增持
BUG
GLOBAL X FDS
+$10.1K
12,448
+3%
增持
PTBD
PACER FDS TR
-$7.8K
29,796
+0%
增持
SPMD
SPDR SER TR
-$5.8K
6,106
+2%
减持
—
ARDAGH METAL PACKAGING S A
-$5.7K
38,266
-3%
减持
CMDY
ISHARES U S ETF TR
-$5.4K
57,674
-3%
减持
RAVI
FLEXSHARES TR
-$3.6K
5,595
-1%
减持
PFE
PFIZER INC
-$1.2K
19,175
-1%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$655
6,568
-5%
增持
PFFD
GLOBAL X FDS
+$588
29,645
+3%
增持
GE
GE AEROSPACE
-$355
1,781
+10%
