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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 104 项
建仓 5
增持 17
减持 72
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.8M
116,018
+141%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$3.1M
885,583
-18%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.2M
77,843
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。
+93%
建仓
QQQ
INVESCO QQQ TR
+$1.7M
3,377
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.6M
34,215
+28%
建仓
KHPI
MANAGED PORTFOLIO SERIES
+$1.5M
59,556
减持
LLY
ELI LILLY & CO
-$1.4M
11,278
-1%
清仓
XLE
SELECT SECTOR SPDR TR
-$1.2M
0
-100%
增持
MRVL
MARVELL TECHNOLOGY INC
+$998.9K
25,890
+0%
增持
REGL
PROSHARES TR
+$936.0K
14,159
+462%
减持
IWF
ISHARES TR
+$788.2K
35,297
-1%
减持
NVO
NOVO-NORDISK A S
-$749.2K
7,608
-35%
减持
AMD
ADVANCED MICRO DEVICES INC
-$687.9K
8,385
-19%
增持
JPM
JPMORGAN CHASE & CO.
+$663.3K
22,268
+0%
减持
PFF
ISHARES TR
-$600.1K
165,385
-5%
减持
AMZN
AMAZON COM INC
+$531.9K
16,623
-1%
建仓
AFRM
AFFIRM HLDGS INC
+$499.4K
8,200
减持
AAPL
APPLE INC
+$471.6K
40,793
-2%
减持
V
VISA INC
+$430.7K
11,586
-1%
清仓
RAVI
FLEXSHARES TR
-$398.4K
0
-100%
增持
TMFC
RBB FD INC
+$383.2K
14,266
+69%
减持
SPY
SPDR S&P 500 ETF TR
-$380.4K
31,193
-4%
减持
AVGO
BROADCOM INC
+$347.4K
5,970
-1%
减持
BIL
SPDR SER TR
-$341.0K
50,171
-7%
减持
JNJ
JOHNSON & JOHNSON
-$340.4K
11,739
-7%
减持
XLV
SELECT SECTOR SPDR TR
-$312.9K
15,008
-3%
清仓
JETS
ETF SER SOLUTIONS
-$309.1K
0
-100%
减持
XLI
SELECT SECTOR SPDR TR
-$308.3K
27,199
-5%
减持
CACI
CACI INTL INC
-$272.5K
2,435
-2%
减持
HDV
ISHARES TR
-$257.3K
9,925
-15%
减持
ARKK
ARK ETF TR
+$253.3K
36,972
-5%
清仓
—
EASTERLY GOVT PPTYS INC
-$247.8K
0
-100%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$247.2K
5,189
+12%
建仓
DXYZ
DESTINY TECH100 INC
+$247.2K
4,200
清仓
UBER
UBER TECHNOLOGIES INC
-$232.5K
0
-100%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$227.8K
11,513
-4%
清仓
DXCM
DEXCOM INC
-$227.6K
0
-100%
清仓
KO
COCA COLA CO
-$227.2K
0
-100%
减持
CALF
PACER FDS TR
-$212.3K
19,545
-15%
减持
RUN
SUNRUN INC
-$210.7K
17,715
-15%
建仓
CSCO
CISCO SYS INC
+$203.4K
3,435
清仓
LYV
LIVE NATION ENTERTAINMENT IN
-$200.4K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$195.2K
993
-17%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$194.4K
3,056
-6%
减持
XLU
SELECT SECTOR SPDR TR
-$190.9K
22,810
-4%
减持
SOXL
DIREXION SHS ETF TR
-$181.7K
8,798
-24%
减持
IVV
ISHARES TR
-$180.2K
46,552
-3%
减持
VLO
VALERO ENERGY CORP
-$164.3K
2,624
-27%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$162.8K
40,231
-0%
减持
TSLA
TESLA INC
+$145.9K
1,153
-6%
增持
SPYM
SPDR SER TR
+$137.3K
41,414
+3%
减持
MSFT
MICROSOFT CORP
-$129.8K
6,686
-2%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
-$125.0K
20,267
+2%
减持
XLK
SELECT SECTOR SPDR TR
+$123.3K
30,559
-1%
减持
IWD
ISHARES TR
-$121.3K
11,904
-3%
减持
BX
BLACKSTONE INC
-$121.0K
13,928
-15%
减持
—
ROYAL CARIBBEAN GROUP
+$104.4K
2,589
-7%
清仓
—
GLOBAL X FDS
-$103.3K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$101.7K
5,894
+4%
增持
SPDW
SPDR INDEX SHS FDS
+$99.6K
11,974
+46%
减持
COST
COSTCO WHSL CORP NEW
-$94.6K
2,005
-8%
减持
ITA
ISHARES TR
-$94.5K
10,178
-3%
减持
IWS
ISHARES TR
-$92.0K
12,585
-3%
增持
PFFD
GLOBAL X FDS
+$87.8K
36,705
+21%
减持
XBI
SPDR SER TR
-$75.6K
4,011
-9%
减持
XLP
SELECT SECTOR SPDR TR
-$60.8K
10,076
-2%
减持
RBLX
ROBLOX CORP
+$60.6K
4,945
-3%
减持
PFE
PFIZER INC
-$59.9K
17,752
-3%
减持
XSD
SPDR SER TR
-$56.2K
13,339
-5%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$55.3K
7,884
-1%
减持
—
ARDAGH METAL PACKAGING S A
-$53.3K
30,206
-21%
减持
IWM
ISHARES TR
-$51.4K
6,940
-3%
减持
CLSK
CLEANSPARK INC
-$50.5K
13,803
-27%
减持
PEP
PEPSICO INC
-$49.5K
2,525
-1%
减持
KRE
SPDR SER TR
+$48.6K
21,430
-3%
减持
DELL
DELL TECHNOLOGIES INC
-$47.7K
11,932
-1%
减持
XLF
SELECT SECTOR SPDR TR
+$46.8K
45,370
-4%
减持
IWN
ISHARES TR
-$43.9K
3,366
-6%
减持
SRVR
PACER FDS TR
-$42.5K
10,693
-5%
减持
SPTM
SPDR SER TR
-$41.4K
6,864
-10%
增持
COWZ
PACER FDS TR
-$41.1K
32,705
+0%
减持
RIOT
RIOT PLATFORMS INC
+$40.5K
14,670
-0%
减持
—
AMDOCS LTD
-$38.4K
6,515
-4%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$37.2K
10,124
-3%
减持
FRME
FIRST MERCHANTS CORP
+$35.1K
14,682
-1%
减持
IWP
ISHARES TR
+$35.0K
24,004
-6%
减持
DIS
DISNEY WALT CO
+$29.4K
2,735
-4%
增持
PAVE
GLOBAL X FDS
+$29.4K
24,304
+5%
减持
IYT
ISHARES TR
-$28.4K
7,842
-3%
清仓
PLUG
PLUG POWER INC
-$27.7K
0
-100%
减持
IWO
ISHARES TR
-$24.3K
3,808
-3%
减持
PTBD
PACER FDS TR
-$24.1K
30,040
-1%
减持
MDYG
SPDR SER TR
-$22.0K
4,924
-4%
减持
LVHD
LEGG MASON ETF INVT
-$19.1K
6,872
-1%
减持
ATNM
ACTINIUM PHARMACEUTICALS INC
-$18.1K
14,000
-26%
减持
IYW
ISHARES TR
+$17.0K
2,844
-1%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$16.4K
5,963
-4%
增持
BUG
GLOBAL X FDS
+$15.1K
12,833
+0%
减持
BOTZ
GLOBAL X FDS
-$13.4K
47,111
-0%
减持
DFAU
DIMENSIONAL ETF TRUST
-$12.3K
28,635
-3%
减持
MARA
MARA HOLDINGS INC
-$12.2K
20,580
-7%
增持
SPSM
SPDR SER TR
+$1.2K
6,582
+2%
减持
BA
BOEING CO
-$569
1,165
-14%
减持
VOO
VANGUARD INDEX FDS
-$72
562
-2%
