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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 110 项
建仓 7
增持 22
减持 70
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
LOWV
AB ACTIVE ETFS INC
+$7.1M
102,075
减持
XLK
SELECT SECTOR SPDR TR
-$6.3M
3,752
-88%
清仓
XSD
SPDR SER TR
-$3.3M
0
-100%
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
LLY
ELI LILLY & CO
-$2.1M
8,028
-29%
减持
IVV
ISHARES TR
-$2.0M
45,259
-3%
减持
NWBI
NORTHWEST BANCSHARES INC MD
-$1.7M
194,172
-37%
减持
AAPL
APPLE INC
-$1.4M
39,515
-3%
减持
IWF
ISHARES TR
-$1.4M
35,284
-0%
减持
MRVL
MARVELL TECHNOLOGY INC
-$1.3M
25,290
-2%
减持
SPY
SPDR S&P 500 ETF TR
-$1.2M
30,460
-2%
减持
CALF
PACER FDS TR
-$659.7K
5,347
-73%
清仓
NVO
NOVO-NORDISK A S
-$654.4K
0
-100%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$617.3K
855,037
-3%
增持
HUSV
FIRST TR EXCH TRADED FD III
+$561.8K
19,045
+249%
减持
AMZN
AMAZON COM INC
-$532.2K
16,371
-2%
减持
BX
BLACKSTONE INC
-$499.9K
13,604
-2%
增持
HDV
ISHARES TR
+$465.0K
13,038
+31%
建仓
OUSA
ALPS ETF TR
+$410.3K
7,580
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$390.7K
7,685
-3%
减持
ARKK
ARK ETF TR
-$376.1K
36,209
-2%
建仓
CPRY
CALAMOS ETF TR
+$374.4K
15,255
减持
MSFT
MICROSOFT CORP
-$366.1K
6,532
-2%
清仓
DFSD
DIMENSIONAL ETF TRUST
-$309.6K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$289.1K
34,085
-0%
建仓
OUSM
ALPS ETF TR
+$278.9K
6,477
减持
IWP
ISHARES TR
-$278.0K
23,530
-2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$275.7K
121,634
+5%
清仓
SRPT
SAREPTA THERAPEUTICS INC
-$252.3K
0
-100%
清仓
DXYZ
DESTINY TECH100 INC
-$247.2K
0
-100%
清仓
SOXL
DIREXION SHS ETF TR
-$240.3K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$240.0K
39,220
-3%
减持
V
VISA INC
+$234.8K
11,118
-4%
建仓
KO
COCA COLA CO
+$226.5K
3,162
建仓
UBER
UBER TECHNOLOGIES INC
+$225.4K
3,094
清仓
W
WAYFAIR INC
-$221.6K
0
-100%
建仓
RSG
REPUBLIC SVCS INC
+$216.0K
892
增持
IYW
ISHARES TR
+$214.7K
4,759
+67%
清仓
BA
BOEING CO
-$206.2K
0
-100%
清仓
CSCO
CISCO SYS INC
-$203.4K
0
-100%
减持
PFF
ISHARES TR
-$201.2K
162,658
-2%
减持
QQQ
INVESCO QQQ TR
-$195.4K
3,265
-3%
减持
PTBD
PACER FDS TR
-$189.4K
20,507
-32%
减持
BOTZ
GLOBAL X FDS
-$188.5K
46,266
-2%
减持
CACI
CACI INTL INC
-$185.8K
2,175
-11%
减持
TSLA
TESLA INC
-$185.0K
1,083
-6%
减持
IWM
ISHARES TR
-$168.1K
6,844
-1%
减持
XLI
SELECT SECTOR SPDR TR
-$151.8K
26,184
-4%
减持
KRE
SPDR SER TR
-$143.5K
20,225
-6%
减持
DFAU
DIMENSIONAL ETF TRUST
-$135.8K
26,628
-7%
减持
COWZ
PACER FDS TR
-$133.3K
31,298
-4%
增持
SPYM
SPDR SER TR
-$126.9K
41,486
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$124.6K
22,269
+0%
增持
AFRM
AFFIRM HLDGS INC
-$122.0K
8,350
+2%
减持
MARA
MARA HOLDINGS INC
-$122.0K
19,400
-6%
减持
COST
COSTCO WHSL CORP NEW
-$120.5K
1,815
-9%
增持
IWO
ISHARES TR
-$112.5K
3,849
+1%
减持
—
ROYAL CARIBBEAN GROUP
-$106.5K
2,389
-8%
减持
XLV
SELECT SECTOR SPDR TR
+$102.9K
14,846
-1%
减持
JNJ
JOHNSON & JOHNSON
+$98.5K
10,831
-8%
增持
NVDA
NVIDIA CORPORATION
-$98.5K
6,394
+8%
减持
CRM
SALESFORCE INC
-$89.7K
853
-10%
减持
RUN
SUNRUN INC
-$87.8K
12,981
-27%
减持
SPTM
SPDR SER TR
-$82.6K
5,994
-13%
增持
AMD
ADVANCED MICRO DEVICES INC
-$81.8K
9,062
+8%
减持
IYT
ISHARES TR
-$79.0K
7,042
-10%
减持
JIRE
J P MORGAN EXCHANGE TRADED F
+$77.3K
19,823
-2%
增持
KHPI
MANAGED PORTFOLIO SERIES
-$74.6K
59,700
+0%
减持
BIL
SPDR SER TR
-$73.9K
49,212
-2%
减持
FFBC
FIRST FINL BANCORP OH
-$72.1K
20,992
-5%
减持
IWD
ISHARES TR
-$72.0K
11,330
-5%
减持
IWN
ISHARES TR
-$69.0K
3,204
-5%
减持
XBI
SPDR SER TR
-$64.3K
3,661
-9%
减持
AMGN
AMGEN INC
+$63.8K
1,708
-5%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$60.1K
3,015
-1%
增持
TMFC
RBB FD INC
-$57.5K
14,387
+1%
减持
VO
VANGUARD INDEX FDS
-$55.9K
790
-20%
减持
PFFD
GLOBAL X FDS
-$54.1K
34,768
-5%
清仓
—
MATTERPORT INC
-$53.3K
0
-100%
清仓
—
TRANSOCEAN LTD
-$52.5K
0
-100%
减持
RIOT
RIOT PLATFORMS INC
-$48.9K
14,170
-3%
减持
DIS
DISNEY WALT CO
-$44.5K
2,635
-4%
减持
MDYG
SPDR SER TR
-$43.7K
4,835
-2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$42.5K
85,580
+10%
减持
BALL
BALL CORP
-$39.9K
9,428
-2%
减持
XLU
SELECT SECTOR SPDR TR
-$36.1K
21,508
-6%
减持
PFE
PFIZER INC
-$33.8K
17,252
-3%
增持
BUG
GLOBAL X FDS
+$31.2K
13,698
+7%
增持
DIA
SPDR DOW JONES INDL AVERAGE
-$29.1K
5,190
+0%
增持
IWS
ISHARES TR
-$28.4K
12,697
+1%
减持
—
AMDOCS LTD
-$26.3K
5,775
-11%
减持
SRVR
PACER FDS TR
-$24.5K
10,089
-6%
增持
PAVE
GLOBAL X FDS
-$23.0K
25,420
+5%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$20.1K
10,903
-5%
减持
VLO
VALERO ENERGY CORP
+$18.3K
2,574
-2%
增持
SPSM
SPDR SER TR
-$18.1K
6,809
+3%
减持
XLF
SELECT SECTOR SPDR TR
-$15.0K
43,720
-4%
减持
REGL
PROSHARES TR
-$8.6K
14,054
-1%
减持
ITA
ISHARES TR
+$8.5K
9,718
-5%
减持
XLP
SELECT SECTOR SPDR TR
+$8.4K
9,801
-3%
减持
SPDW
SPDR INDEX SHS FDS
+$8.2K
11,450
-4%
减持
UNH
UNITEDHEALTH GROUP INC
+$7.8K
974
-2%
减持
SCHW
SCHWAB CHARLES CORP
+$6.9K
6,302
-4%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$6.2K
9,402
-7%
增持
ATNM
ACTINIUM PHARMACEUTICALS INC
+$5.7K
14,500
+4%
减持
—
ARDAGH METAL PACKAGING S A
-$4.4K
28,640
-5%
增持
RBLX
ROBLOX CORP
+$4.0K
4,978
+1%
减持
LVHD
LEGG MASON ETF INVT
-$2.8K
6,365
-7%
减持
XLB
SELECT SECTOR SPDR TR
-$2.3K
3,776
-3%
增持
PEP
PEPSICO INC
-$2.1K
2,547
+1%
增持
WMT
WALMART INC
+$366
5,151
+3%
