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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 101 项
建仓 8
增持 16
减持 69
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
XLE
SELECT SECTOR SPDR TR
-$2.9M
13,540
-70%
清仓
CMDY
ISHARES U S ETF TR
-$2.8M
0
-100%
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$1.3M
19,852
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
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.3M
40,288
+139%
减持
XLK
SELECT SECTOR SPDR TR
-$1.1M
30,928
-13%
清仓
DVN
DEVON ENERGY CORP NEW
-$924.3K
0
-100%
建仓
XLP
SELECT SECTOR SPDR TR
+$852.8K
10,275
清仓
GUNR
FLEXSHARES TR
-$851.5K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$696.3K
48,237
+26%
减持
LLY
ELI LILLY & CO
-$686.9K
11,382
-4%
增持
PFF
ISHARES TR
+$528.5K
174,535
+4%
减持
NVO
NOVO-NORDISK A S
-$516.0K
11,788
-12%
减持
AAPL
APPLE INC
+$491.5K
41,819
-5%
减持
BX
BLACKSTONE INC
+$403.3K
16,473
-4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$393.9K
26,640
+13%
清仓
FCG
FIRST TR EXCHANGE-TRADED FD
-$348.6K
0
-100%
清仓
SPMD
SPDR SER TR
-$313.2K
0
-100%
建仓
SPDW
SPDR INDEX SHS FDS
+$309.1K
8,229
减持
IVV
ISHARES TR
+$299.1K
47,822
-4%
建仓
SPSM
SPDR SER TR
+$294.4K
6,470
增持
IWM
ISHARES TR
+$288.2K
7,175
+12%
减持
XLU
SELECT SECTOR SPDR TR
+$285.8K
23,736
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$285.1K
40,258
-5%
建仓
W
WAYFAIR INC
+$280.9K
5,000
减持
XLI
SELECT SECTOR SPDR TR
+$279.9K
28,736
-3%
减持
MSFT
MICROSOFT CORP
-$274.9K
6,851
-5%
清仓
MRNA
MODERNA INC
-$222.7K
0
-100%
增持
DELL
DELL TECHNOLOGIES INC
-$221.4K
12,002
+1%
减持
AMZN
AMAZON COM INC
-$217.7K
16,718
-3%
清仓
SBUX
STARBUCKS CORP
-$214.9K
0
-100%
建仓
HUSV
FIRST TR EXCH TRADED FD III
+$208.4K
5,450
建仓
REGL
PROSHARES TR
+$206.1K
2,520
建仓
LYV
LIVE NATION ENTERTAINMENT IN
+$200.4K
1,830
减持
BIL
SPDR SER TR
-$200.1K
53,678
-4%
减持
XSD
SPDR SER TR
-$177.9K
14,028
-2%
减持
PGX
INVESCO EXCH TRADED FD TR II
+$170.2K
1,078,964
-5%
减持
IWP
ISHARES TR
+$169.7K
25,642
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$164.1K
22,170
-1%
增持
SCHW
SCHWAB CHARLES CORP
+$163.1K
6,572
+84%
减持
ITA
ISHARES TR
+$162.6K
10,517
-2%
减持
IWD
ISHARES TR
+$144.3K
12,250
-2%
减持
IWF
ISHARES TR
+$144.2K
35,661
-2%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$143.7K
12,018
-5%
增持
CALF
PACER FDS TR
+$143.3K
23,055
+8%
减持
IWS
ISHARES TR
+$143.2K
13,003
-0%
减持
CLSK
CLEANSPARK INC
-$141.7K
19,023
-5%
减持
KRE
SPDR SER TR
+$135.8K
21,991
-3%
增持
RUN
SUNRUN INC
+$133.0K
20,740
+2%
减持
CACI
CACI INTL INC
+$129.4K
2,490
-5%
增持
AVGO
BROADCOM INC
+$116.8K
6,010
+949%
减持
ATNM
ACTINIUM PHARMACEUTICALS INC
-$112.3K
19,000
-5%
减持
COWZ
PACER FDS TR
+$99.8K
32,652
-1%
减持
SPYM
SPDR SER TR
+$98.5K
40,258
-2%
增持
TSLA
TESLA INC
+$96.5K
1,222
+8%
增持
TMFC
RBB FD INC
+$95.5K
8,435
+20%
减持
MARA
MARA HOLDINGS INC
-$91.5K
22,030
-3%
减持
SPY
SPDR S&P 500 ETF TR
-$85.0K
32,525
-6%
减持
IWO
ISHARES TR
+$74.2K
3,945
-1%
清仓
—
SPIRIT AIRLS INC
-$71.7K
0
-100%
减持
BALL
BALL CORP
+$64.0K
9,628
-2%
减持
PAVE
GLOBAL X FDS
+$63.8K
23,146
-4%
减持
DFAU
DIMENSIONAL ETF TRUST
+$60.7K
29,523
-0%
减持
VO
VANGUARD INDEX FDS
-$56.3K
985
-25%
增持
NVDA
NVIDIA CORPORATION
+$54.2K
5,680
+10%
减持
BA
BOEING CO
-$52.6K
1,360
-5%
减持
JETS
ETF SER SOLUTIONS
-$49.4K
14,920
-18%
减持
RIOT
RIOT PLATFORMS INC
-$46.8K
14,730
-14%
减持
COST
COSTCO WHSL CORP NEW
-$46.2K
2,179
-6%
增持
PFFD
GLOBAL X FDS
+$44.9K
30,235
+2%
减持
IWN
ISHARES TR
+$44.4K
3,576
-1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$43.7K
7,980
-5%
减持
SRVR
PACER FDS TR
+$43.1K
11,296
-3%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$42.6K
10,399
-4%
减持
ARKK
ARK ETF TR
-$42.4K
38,830
-10%
减持
—
ROYAL CARIBBEAN GROUP
+$36.3K
2,779
-3%
减持
BOTZ
GLOBAL X FDS
+$33.9K
47,234
-2%
减持
DIS
DISNEY WALT CO
-$30.2K
2,860
-7%
减持
JNJ
JOHNSON & JOHNSON
+$29.0K
12,576
-9%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$28.9K
4,634
-9%
增持
BUG
GLOBAL X FDS
+$28.5K
12,818
+3%
减持
V
VISA INC
+$28.3K
11,751
-4%
增持
PTBD
PACER FDS TR
+$26.0K
30,291
+2%
减持
LVHD
LEGG MASON ETF INVT
+$24.0K
6,942
-4%
减持
RAVI
FLEXSHARES TR
-$23.9K
5,265
-6%
减持
—
AMDOCS LTD
+$22.5K
6,780
-6%
减持
—
EASTERLY GOVT PPTYS INC
+$17.1K
18,250
-2%
减持
BLNK
BLINK CHARGING CO
-$14.3K
12,685
-4%
减持
MDYG
SPDR SER TR
+$12.8K
5,127
-1%
减持
MRVL
MARVELL TECHNOLOGY INC
-$12.6K
25,800
-4%
减持
PEP
PEPSICO INC
+$10.4K
2,549
-1%
减持
RBLX
ROBLOX CORP
+$10.2K
5,095
-12%
减持
IYW
ISHARES TR
-$8.1K
2,880
-3%
减持
XLB
SELECT SECTOR SPDR TR
+$8.0K
3,886
-6%
减持
—
MATTERPORT INC
-$6.7K
11,250
-12%
减持
XBI
SPDR SER TR
+$6.5K
4,421
-5%
减持
PFE
PFIZER INC
-$5.6K
18,345
-4%
减持
PLUG
PLUG POWER INC
-$3.8K
12,275
-9%
减持
XLF
SELECT SECTOR SPDR TR
+$3.3K
47,350
-9%
减持
XLV
SELECT SECTOR SPDR TR
+$2.8K
15,437
-5%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$1.3K
6,199
-6%
减持
DFSD
DIMENSIONAL ETF TRUST
-$282
6,605
-2%
