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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 106 项
建仓 3
增持 36
减持 58
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
FWD
AB ACTIVE ETFS INC
+$2.5M
93,573
+30%
减持
LLY
ELI LILLY & CO
+$2.4M
7,910
-0%
清仓
QQQ
INVESCO QQQ TR
-$2.0M
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。
清仓
HUSV
FIRST TR EXCH TRADED FD III
-$1.6M
0
-100%
增持
CAIE
CALAMOS ETF TR
+$1.4M
209,928
+38%
减持
PGX
INVESCO EXCH TRADED FD TR
-$1.4M
589,411
-15%
减持
PFF
ISHARES TR
-$1.2M
118,737
-23%
增持
LOWV
AB ACTIVE ETFS INC
+$805.5K
119,066
+10%
增持
IEFA
ISHARES TR
+$559.4K
17,312
+53%
减持
RSP
INVESCO EXCHANGE TRADED FD
-$537.4K
35,001
-8%
增持
AMD
ADVANCED MICRO DEVICES INC
+$517.7K
9,252
+2%
清仓
BUG
GLOBAL X FDS
-$482.7K
0
-100%
减持
AAPL
APPLE INC
+$381.4K
37,136
-3%
增持
SPHR
SPHERE ENTERTAINMENT CO
+$378.7K
8,475
+23%
减持
ARKK
ARK ETF TR
-$366.3K
35,210
-1%
减持
RBLX
ROBLOX CORP
-$364.6K
4,315
-16%
建仓
SYM
SYMBOTIC INC
+$332.6K
5,590
减持
MSFT
MICROSOFT CORP
-$293.7K
6,208
-2%
减持
BX
BLACKSTONE INC
-$275.5K
12,628
-3%
减持
IVV
ISHARES TR
+$249.7K
43,044
-1%
减持
DELL
DELL TECHNOLOGIES INC
-$248.3K
11,388
-4%
建仓
QTUM
ETF SER SOLUTIONS
+$245.2K
2,236
清仓
PG
PROCTER AND GAMBLE CO
-$234.9K
0
-100%
清仓
RIOT
RIOT PLATFORMS INC
-$222.1K
0
-100%
清仓
BWA
BORGWARNER INC
-$219.8K
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$211.5K
0
-100%
建仓
CVNA
CARVANA CO
+$211.0K
500
清仓
NFLX
NETFLIX INC
-$207.4K
0
-100%
清仓
RSG
REPUBLIC SVCS INC
-$204.7K
0
-100%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$197.7K
8,163
+83%
减持
MARA
MARA HOLDINGS INC
-$189.1K
14,465
-17%
减持
FRME
FIRST MERCHANTS CORP
-$159.5K
12,121
-26%
减持
NWBI
NORTHWEST BANCSHARES INC MD
-$154.0K
187,652
-3%
减持
JPM
JPMORGAN CHASE & CO.
+$148.5K
22,193
-0%
减持
AMZN
AMAZON COM INC
+$146.9K
16,185
-1%
增持
XLV
SELECT SECTOR SPDR TR
+$143.4K
8,149
+1%
增持
IWP
ISHARES TR
-$125.4K
23,845
+0%
减持
BALL
BALL CORP
-$101.0K
4,573
-33%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$100.7K
7,712
+1%
减持
COST
COSTCO WHSL CORP NEW
-$99.8K
1,285
-2%
减持
JNJ
JOHNSON & JOHNSON
+$99.7K
9,149
-5%
增持
EQL
ALPS ETF TR
+$99.7K
6,957
+44%
减持
MRVL
MARVELL TECHNOLOGY INC
-$93.1K
24,250
-5%
减持
V
VISA INC
+$91.5K
10,099
-0%
减持
XLI
SELECT SECTOR SPDR TR
-$91.5K
25,373
-3%
减持
BIL
SPDR SERIES TRUST
-$87.5K
44,042
-2%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$85.9K
2,365
-13%
增持
DMX
DOUBLELINE ETF TRUST
+$82.9K
17,014
+11%
增持
SPYM
SPDR SERIES TRUST
+$82.4K
40,091
+0%
减持
IWF
ISHARES TR
+$76.7K
34,482
-0%
减持
BOTZ
GLOBAL X FDS
-$73.1K
42,080
-7%
增持
IPAV
GLOBAL X FDS
+$72.2K
9,808
+26%
增持
GRNY
TIDAL TRUST I
+$65.6K
16,894
+20%
减持
CLSK
CLEANSPARK INC
-$65.5K
13,303
-4%
增持
KRE
SPDR SERIES TRUST
+$58.7K
20,050
+2%
减持
JEPI
J P MORGAN EXCHANGE TRADED
-$56.7K
138,678
-1%
增持
OUSM
ALPS ETF TR
+$54.9K
9,761
+18%
减持
ITA
ISHARES TR
+$52.0K
9,724
-0%
增持
WMT
WALMART INC
+$47.9K
5,195
+1%
减持
CACI
CACI INTL INC
+$46.3K
2,093
-2%
增持
KHPI
MANAGED PORTFOLIO SERIES
+$46.1K
59,643
+3%
减持
IWD
ISHARES TR
+$42.7K
11,043
-1%
增持
TMFC
RBB FD INC
+$41.9K
14,941
+2%
增持
IWM
ISHARES TR
+$39.5K
6,926
+1%
增持
PAVE
GLOBAL X FDS
+$38.8K
25,764
+3%
增持
VO
VANGUARD INDEX FDS
+$34.9K
920
+16%
减持
AVGO
BROADCOM INC
+$34.5K
5,940
-3%
增持
OUSA
ALPS ETF TR
+$34.4K
8,680
+5%
减持
IYW
ISHARES TR
+$30.8K
8,278
-0%
减持
NVDA
NVIDIA CORPORATION
-$29.5K
7,204
-2%
增持
XLU
SELECT SECTOR SPDR TR
-$29.3K
43,392
+101%
增持
JIRE
J P MORGAN EXCHANGE TRADED
+$28.4K
20,340
+0%
减持
MDYG
SPDR SERIES TRUST
-$27.8K
4,141
-8%
减持
XLP
SELECT SECTOR SPDR TR
-$27.5K
9,229
-3%
减持
COWZ
PACER FDS TR
+$24.3K
10,336
-1%
增持
LOW
LOWES COS INC
-$22.6K
2,254
+0%
减持
DFAU
DIMENSIONAL ETF TRUST
+$21.9K
25,633
-0%
增持
XLK
SELECT SECTOR SPDR TR
+$21.8K
7,205
+100%
增持
META
META PLATFORMS INC
-$21.8K
412
+3%
增持
REGL
PROSHARES TR
+$21.4K
14,047
+3%
增持
GE
GE AEROSPACE
+$20.9K
1,807
+1%
减持
SPLV
INVESCO EXCH TRADED FD TR
-$20.6K
8,747
-0%
减持
PEP
PEPSICO INC
-$17.9K
2,383
-7%
减持
—
AMDOCS LTD
-$17.9K
5,460
-2%
减持
—
ARDAGH METAL PACKAGING S A
-$17.9K
18,640
-21%
减持
SPDW
SPDR INDEX SHS FDS
+$16.7K
11,774
-0%
减持
HDV
ISHARES TR
-$14.8K
12,909
-0%
增持
SHLD
GLOBAL X FDS
-$12.2K
6,275
+5%
减持
SPY
SPDR S&P 500 ETF TR
-$12.0K
29,023
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$11.3K
35,816
+2%
减持
JEPQ
J P MORGAN EXCHANGE TRADED
-$11.0K
97,232
-1%
减持
TSLA
TESLA INC
-$10.0K
1,118
-3%
减持
CSCO
CISCO SYS INC
+$8.6K
2,941
-8%
减持
DIS
DISNEY WALT CO
-$8.1K
2,460
-2%
减持
IWN
ISHARES TR
+$7.9K
3,270
-1%
增持
JAAA
JANUS DETROIT STR TR
+$7.8K
6,568
+3%
减持
SPTM
SPDR SERIES TRUST
+$6.6K
5,793
-1%
减持
ATNM
ACTINIUM PHARMACEUTICALS
-$5.7K
10,500
-16%
减持
IWS
ISHARES TR
+$5.6K
12,475
-1%
减持
KO
COCA COLA CO
-$5.3K
2,924
-8%
增持
SPSM
SPDR SERIES TRUST
+$4.1K
6,986
+0%
增持
XLB
SELECT SECTOR SPDR TR
+$3.4K
6,308
+100%
减持
XLF
SELECT SECTOR SPDR TR
-$3.3K
41,434
-2%
减持
SPHQ
INVESCO EXCHANGE TRADED FD
+$1.6K
5,545
-2%
减持
CALF
PACER FDS TR
+$672
4,849
-1%
减持
IWO
ISHARES TR
-$468
3,614
-1%
