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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 90 项
建仓 8
增持 25
减持 54
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
+$2.1M
44,430
-2%
减持
IWF
ISHARES TR
+$2.0M
34,673
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.8M
34,613
+2%
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
SPY
SPDR S&P 500 ETF TR
+$1.7M
30,305
-1%
增持
CPRY
CALAMOS ETF TR
+$1.4M
71,971
+372%
增持
JPM
JPMORGAN CHASE & CO.
+$1.0M
22,351
+0%
增持
HUSV
FIRST TR EXCH TRADED FD III
+$837.9K
40,153
+111%
增持
LOWV
AB ACTIVE ETFS INC
+$790.8K
105,317
+3%
减持
MSFT
MICROSOFT CORP
+$785.2K
6,508
-0%
减持
ARKK
ARK ETF TR
+$772.5K
35,500
-2%
减持
AAPL
APPLE INC
-$678.9K
39,472
-0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$674.6K
93,859
+10%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$672.1K
134,076
+10%
增持
IYW
ISHARES TR
+$601.7K
7,330
+54%
清仓
UNH
UNITEDHEALTH GROUP INC
-$510.1K
0
-100%
增持
AMZN
AMAZON COM INC
+$492.2K
16,441
+0%
减持
IWP
ISHARES TR
+$482.0K
23,410
-1%
增持
XLI
SELECT SECTOR SPDR TR
+$453.1K
26,336
+1%
清仓
PTBD
PACER FDS TR
-$411.4K
0
-100%
建仓
DMX
DOUBLELINE ETF TRUST
+$402.0K
7,970
减持
LLY
ELI LILLY & CO
-$376.3K
8,023
-0%
减持
DELL
DELL TECHNOLOGIES INC
+$366.8K
11,863
-1%
增持
ITA
ISHARES TR
+$360.5K
9,798
+1%
建仓
XLC
SELECT SECTOR SPDR TR
+$338.7K
3,121
增持
NVDA
NVIDIA CORPORATION
+$338.5K
6,529
+2%
建仓
SHLD
GLOBAL X FDS
+$285.0K
4,730
建仓
JAAA
JANUS DETROIT STR TR
+$281.5K
5,548
增持
QQQ
INVESCO QQQ TR
+$279.5K
3,282
+1%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$279.3K
8,110
-26%
建仓
W
WAYFAIR INC
+$255.7K
5,000
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$251.4K
7,681
-0%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$241.8K
840,224
-2%
减持
V
VISA INC
-$238.0K
10,304
-7%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$235.6K
38,766
-1%
建仓
IEFA
ISHARES TR
+$233.3K
2,795
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$223.1K
438
减持
PFE
PFIZER INC
-$219.2K
8,994
-48%
建仓
CSCO
CISCO SYS INC
+$213.7K
3,080
减持
SPYM
SPDR SERIES TRUST
+$195.3K
40,218
-3%
减持
COST
COSTCO WHSL CORP NEW
-$187.1K
1,545
-15%
减持
JNJ
JOHNSON & JOHNSON
-$183.6K
10,558
-3%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$163.0K
20,151
+2%
减持
BOTZ
GLOBAL X FDS
+$158.6K
45,187
-2%
增持
TMFC
RBB FD INC
+$149.8K
14,727
+2%
增持
BAC
BANK AMERICA CORP
+$148.3K
24,648
+1%
减持
PAVE
GLOBAL X FDS
+$139.1K
25,199
-1%
减持
BIL
SPDR SERIES TRUST
-$123.7K
47,853
-3%
增持
IWM
ISHARES TR
+$113.5K
6,853
+0%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$101.7K
5,176
-0%
减持
IWO
ISHARES TR
+$98.7K
3,786
-2%
减持
AMGN
AMGEN INC
-$93.8K
1,570
-8%
减持
BX
BLACKSTONE INC
+$83.3K
13,270
-2%
增持
XLU
SELECT SECTOR SPDR TR
+$80.4K
21,686
+1%
清仓
RUN
SUNRUN INC
-$76.1K
0
-100%
减持
PFF
ISHARES TR
-$75.6K
160,458
-1%
减持
IWS
ISHARES TR
+$74.6K
12,668
-0%
增持
TSLA
TESLA INC
+$74.5K
1,118
+3%
减持
NFLX
NETFLIX INC
-$69.5K
173
-46%
减持
IWD
ISHARES TR
+$67.7K
11,324
-0%
减持
HDV
ISHARES TR
-$61.5K
12,953
-1%
减持
KHPI
MANAGED PORTFOLIO SERIES
+$52.6K
58,664
-2%
减持
DIS
DISNEY WALT CO
+$51.8K
2,515
-5%
增持
SPDW
SPDR INDEX SHS FDS
+$49.9K
11,528
+1%
减持
PEP
PEPSICO INC
-$48.5K
2,525
-1%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$48.2K
2,815
-7%
减持
BUG
GLOBAL X FDS
+$46.8K
13,203
-4%
增持
OUSM
ALPS ETF TR
+$41.2K
7,408
+14%
减持
XLF
SELECT SECTOR SPDR TR
+$39.8K
42,343
-3%
减持
FFBC
FIRST FINL BANCORP OH
-$34.5K
20,192
-4%
减持
SPTM
SPDR SERIES TRUST
+$30.0K
5,844
-3%
增持
REGL
PROSHARES TR
+$29.6K
14,264
+1%
减持
SRVR
PACER FDS TR
+$26.4K
9,979
-1%
增持
IWN
ISHARES TR
+$25.2K
3,226
+1%
减持
XLB
SELECT SECTOR SPDR TR
-$24.7K
3,416
-10%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$23.9K
5,886
-1%
减持
—
ARDAGH METAL PACKAGING S A
+$23.2K
25,640
-10%
增持
SPSM
SPDR SERIES TRUST
+$20.1K
6,987
+3%
增持
OUSA
ALPS ETF TR
+$12.8K
7,840
+3%
减持
XLP
SELECT SECTOR SPDR TR
-$11.4K
9,745
-1%
减持
PFFD
GLOBAL X FDS
-$9.8K
34,636
-0%
减持
LVHD
LEGG MASON ETF INVT
-$9.1K
6,315
-1%
减持
CALF
PACER FDS TR
+$7.8K
5,231
-2%
减持
MDYG
SPDR SERIES TRUST
+$6.1K
4,493
-7%
减持
ATNM
ACTINIUM PHARMACEUTICALS INC
-$5.8K
12,500
-14%
减持
COWZ
PACER FDS TR
+$4.0K
31,177
-0%
减持
BALL
BALL CORP
+$3.1K
8,808
-7%
减持
—
AMDOCS LTD
-$3.1K
5,758
-0%
减持
MAR
MARRIOTT INTL INC NEW
-$2.0K
1,305
-13%
减持
KRE
SPDR SERIES TRUST
+$1.9K
19,393
-4%
减持
BLNK
BLINK CHARGING CO
+$94
12,485
-2%
