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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 109 项
建仓 11
增持 33
减持 59
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
FWD
AB ACTIVE ETFS INC
+$7.3M
72,069
建仓
CAIE
CALAMOS ETF TR
+$4.2M
152,536
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.7M
34,961
+1%
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
IVV
ISHARES TR
+$1.6M
43,676
-2%
减持
AAPL
APPLE INC
+$1.6M
38,151
-3%
减持
IWF
ISHARES TR
+$1.5M
34,648
-0%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$1.3M
692,093
-18%
减持
COWZ
PACER FDS TR
-$1.1M
10,398
-67%
减持
SPY
SPDR S&P 500 ETF TR
+$1.1M
29,727
-2%
减持
XLV
SELECT SECTOR SPDR TR
-$883.1K
8,033
-46%
增持
IEFA
ISHARES TR
+$756.0K
11,331
+305%
清仓
PFFD
GLOBAL X FDS
-$652.2K
0
-100%
增持
LOWV
AB ACTIVE ETFS INC
+$614.0K
108,434
+3%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$600.7K
0
-100%
增持
ARKK
ARK ETF TR
+$579.4K
35,628
+0%
清仓
AFRM
AFFIRM HLDGS INC
-$577.3K
0
-100%
建仓
ONB
OLD NATL BANCORP IND
+$573.9K
26,145
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$556.2K
98,437
+5%
减持
JPM
JPMORGAN CHASE & CO.
+$522.9K
22,200
-1%
建仓
SPHR
SPHERE ENTERTAINMENT CO
+$427.1K
6,875
增持
AVGO
BROADCOM INC
+$375.7K
6,127
+3%
增持
DMX
DOUBLELINE ETF TRUST
+$374.7K
15,318
+92%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$361.6K
139,821
+4%
建仓
GRNY
TIDAL TRUST I
+$352.7K
14,112
增持
IYW
ISHARES TR
+$352.0K
8,282
+13%
增持
NVDA
NVIDIA CORPORATION
+$341.5K
7,359
+13%
清仓
SRVR
PACER FDS TR
-$322.5K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$321.5K
1,305
-16%
清仓
VOO
VANGUARD INDEX FDS
-$319.2K
0
-100%
清仓
XBI
SPDR SERIES TRUST
-$303.6K
0
-100%
减持
BIL
SPDR SERIES TRUST
-$277.6K
44,818
-6%
建仓
ABBV
ABBVIE INC
+$249.8K
1,079
减持
BX
BLACKSTONE INC
+$237.1K
13,006
-2%
建仓
GPIQ
GOLDMAN SACHS ETF TR
+$233.9K
4,458
建仓
EQL
ALPS ETF TR
+$223.0K
4,845
建仓
IPAV
GLOBAL X FDS
+$220.1K
7,805
建仓
BWA
BORGWARNER INC
+$219.8K
5,000
建仓
VUG
VANGUARD INDEX FDS
+$211.5K
441
减持
SPYM
SPDR SERIES TRUST
+$210.3K
40,002
-1%
减持
V
VISA INC
-$208.1K
10,107
-2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$200.8K
7,637
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$197.0K
38,178
-2%
增持
MRVL
MARVELL TECHNOLOGY INC
+$196.4K
25,620
+1%
增持
RBLX
ROBLOX CORP
+$190.5K
5,156
+4%
减持
LLY
ELI LILLY & CO
-$188.8K
7,949
-1%
减持
ITA
ISHARES TR
+$187.4K
9,728
-1%
增持
IWM
ISHARES TR
+$186.5K
6,883
+0%
减持
JNJ
JOHNSON & JOHNSON
+$181.1K
9,674
-8%
减持
AMD
ADVANCED MICRO DEVICES INC
+$177.8K
9,047
-0%
增持
QQQ
INVESCO QQQ TR
+$161.7K
3,285
+0%
增持
TSLA
TESLA INC
+$157.6K
1,153
+3%
减持
BALL
BALL CORP
-$150.8K
6,808
-23%
增持
IWP
ISHARES TR
+$144.3K
23,810
+2%
减持
XLI
SELECT SECTOR SPDR TR
+$142.2K
26,112
-1%
增持
SHLD
GLOBAL X FDS
+$133.8K
5,962
+26%
减持
BOTZ
GLOBAL X FDS
+$122.3K
45,092
-0%
减持
XLU
SELECT SECTOR SPDR TR
+$110.8K
21,576
-1%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$108.0K
5,151
-0%
减持
PAVE
GLOBAL X FDS
+$94.4K
25,037
-1%
增持
KRE
SPDR SERIES TRUST
+$88.9K
19,600
+1%
减持
IWO
ISHARES TR
+$85.6K
3,649
-4%
减持
IWD
ISHARES TR
+$80.6K
11,200
-1%
减持
TMFC
RBB FD INC
+$80.4K
14,610
-1%
减持
IWS
ISHARES TR
+$80.1K
12,558
-1%
增持
IWN
ISHARES TR
+$75.7K
3,306
+2%
减持
MAR
MARRIOTT INTL INC NEW
-$68.8K
1,105
-15%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$68.5K
20,324
+1%
减持
—
AMDOCS LTD
-$67.8K
5,576
-3%
减持
HDV
ISHARES TR
+$66.9K
12,941
-0%
减持
XLK
SELECT SECTOR SPDR TR
+$65.4K
3,603
-4%
减持
CPRY
CALAMOS ETF TR
+$62.6K
71,561
-1%
减持
RIOT
RIOT PLATFORMS INC
+$62.0K
11,670
-18%
减持
MSFT
MICROSOFT CORP
+$58.6K
6,364
-2%
减持
PFF
ISHARES TR
-$58.5K
153,838
-4%
减持
XLF
SELECT SECTOR SPDR TR
+$55.1K
42,187
-0%
增持
OUSM
ALPS ETF TR
+$52.0K
8,305
+12%
增持
FRME
FIRST MERCHANTS CORP
+$51.5K
16,281
+11%
减持
DFAU
DIMENSIONAL ETF TRUST
+$49.8K
25,738
-3%
减持
XLP
SELECT SECTOR SPDR TR
-$44.6K
9,500
-3%
增持
LMT
LOCKHEED MARTIN CORP
+$44.5K
592
+9%
增持
OUSA
ALPS ETF TR
+$43.3K
8,250
+5%
增持
JAAA
JANUS DETROIT STR TR
+$42.8K
6,388
+15%
增持
SPDW
SPDR INDEX SHS FDS
+$39.4K
11,829
+3%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$39.3K
8,782
-7%
减持
HUSV
FIRST TR EXCH TRADED FD III
-$36.2K
39,340
-2%
增持
XLC
SELECT SECTOR SPDR TR
+$33.7K
3,146
+1%
减持
CACI
CACI INTL INC
+$32.1K
2,143
-1%
增持
CRM
SALESFORCE INC
-$30.0K
855
+0%
增持
PEP
PEPSICO INC
+$26.5K
2,563
+2%
减持
SPSM
SPDR SERIES TRUST
+$25.6K
6,978
-0%
减持
SCHW
SCHWAB CHARLES CORP
-$21.1K
5,802
-8%
减持
IYT
ISHARES TR
+$20.5K
7,017
-0%
减持
MDYG
SPDR SERIES TRUST
+$20.3K
4,484
-0%
减持
AMZN
AMAZON COM INC
-$18.1K
16,345
-1%
减持
XLB
SELECT SECTOR SPDR TR
-$17.3K
3,154
-8%
减持
—
ARDAGH METAL PACKAGING S A
-$15.4K
23,640
-8%
减持
MARA
MARA HOLDINGS INC
+$14.8K
17,470
-10%
增持
BUG
GLOBAL X FDS
-$7.1K
13,718
+4%
减持
CALF
PACER FDS TR
+$6.2K
4,899
-6%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$4.9K
5,656
-4%
增持
CSCO
CISCO SYS INC
+$4.3K
3,186
+3%
增持
PG
PROCTER AND GAMBLE CO
-$2.1K
1,529
+3%
减持
LVHD
LEGG MASON ETF INVT
-$1.5K
6,054
-4%
减持
REGL
PROSHARES TR
-$1.4K
13,612
-5%
减持
KHPI
MANAGED PORTFOLIO SERIES
+$1.3K
58,141
-1%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$936
453
+3%
减持
BLDR
BUILDERS FIRSTSOURCE INC
+$712
2,715
-4%
减持
FFBC
FIRST FINL BANCORP OH
+$249
19,410
-4%
减持
PFE
PFIZER INC
+$247
8,566
-5%
