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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 95 项
建仓 9
增持 28
减持 52
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
PGX
INVESCO EXCH TRADED FD TR II
-$4.2M
221,034
-62%
建仓
CAIQ
CALAMOS ETF TR
+$2.3M
98,146
清仓
XLF
SELECT SECTOR SPDR TR
-$2.3M
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。
增持
CAIE
CALAMOS ETF TR
+$2.1M
304,884
+45%
减持
IWF
ISHARES TR
-$1.9M
33,672
-2%
减持
JPM
JPMORGAN CHASE & CO
-$1.9M
17,705
-20%
减持
IVV
ISHARES TR
-$1.9M
42,186
-2%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$1.4M
28,237
-3%
增持
FWD
AB ACTIVE ETFS INC
+$1.2M
101,325
+8%
减持
HDV
ISHARES TR
-$1.2M
2,947
-77%
增持
LLY
ELI LILLY & CO
-$1.1M
8,029
+2%
减持
AAPL
APPLE INC
-$901.2K
36,229
-2%
减持
MSFT
MICROSOFT CORP
-$748.0K
6,090
-2%
减持
LOWV
AB ACTIVE ETFS INC
-$562.5K
118,672
-0%
减持
BX
BLACKSTONE INC
-$531.8K
12,303
-3%
减持
V
VISA INC
-$522.7K
9,989
-1%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$508.7K
14,975
建仓
DFAI
DIMENSIONAL ETF TRUST
+$498.9K
12,805
减持
CPRY
CALAMOS ETF TR
-$492.4K
65,931
-8%
减持
BIL
SPDR SERIES TRUST
-$468.1K
38,809
-12%
减持
AMZN
AMAZON COM INC
-$410.8K
15,965
-1%
建仓
GOOG
ALPHABET INC
+$400.5K
1,396
增持
IEFA
ISHARES TR
+$338.1K
20,842
+20%
减持
ARKK
ARK ETF TR
-$333.8K
35,132
-0%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$325.1K
96,245
-1%
减持
PFF
ISHARES TR
-$318.5K
111,008
-7%
减持
JNJ
JOHNSON & JOHNSON
+$317.7K
9,046
-1%
减持
IWP
ISHARES TR
-$315.2K
23,026
-3%
增持
VLO
VALERO ENERGY CORP
+$291.1K
2,874
+12%
增持
QTUM
ETF SER SOLUTIONS
+$287.8K
4,967
+122%
建仓
GPIX
GOLDMAN SACHS ETF TR
+$284.2K
5,680
清仓
DIS
DISNEY WALT CO
-$279.9K
0
-100%
建仓
QVAL
EA SERIES TRUST
+$276.3K
5,300
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$243.3K
0
-100%
增持
AVGO
BROADCOM INC
-$217.0K
5,941
+0%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$212.3K
0
-100%
清仓
CVNA
CARVANA CO
-$211.0K
0
-100%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$208.8K
136,482
-2%
建仓
SU
SUNCOR ENERGY INC NEW
+$204.9K
3,100
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$176.1K
34,018
-3%
减持
SPYM
SPDR SERIES TRUST
-$175.5K
39,725
-1%
减持
IYW
ISHARES TR
-$166.8K
8,192
-1%
增持
SCHW
SCHWAB CHARLES CORP
+$165.3K
7,927
+37%
增持
XLU
SELECT SECTOR SPDR TR
+$162.2K
43,900
+1%
减持
COST
COSTCO WHOLESALE CORPORATION
+$152.4K
1,265
-2%
减持
BOTZ
GLOBAL X FDS
-$150.9K
41,350
-2%
减持
COWZ
PACER FDS TR
-$149.8K
7,546
-27%
清仓
—
ANYWHERE REAL ESTATE INC
-$141.6K
0
-100%
减持
IWD
ISHARES TR
-$129.8K
10,264
-7%
建仓
CRMD
CORMEDIX INC
+$116.3K
17,130
增持
DMX
DOUBLELINE ETF TRUST
+$105.4K
19,269
+13%
建仓
COMP
COMPASS INC
+$105.0K
14,360
减持
—
AMDOCS LTD
-$103.5K
5,150
-6%
增持
RBLX
ROBLOX CORP
-$103.2K
4,357
+1%
减持
TMFC
RBB FD INC
-$97.5K
14,777
-1%
减持
XLI
SELECT SECTOR SPDR TR
+$96.9K
24,935
-2%
减持
XLK
SELECT SECTOR SPDR TR
-$93.6K
7,101
-1%
减持
IWM
ISHARES TR
-$86.2K
6,527
-6%
减持
DFAU
DIMENSIONAL ETF TRUST
-$80.2K
24,811
-3%
增持
AMD
ADVANCED MICRO DEVICES INC
-$79.9K
9,347
+1%
减持
NWBI
NORTHWEST BANCSHARES INC
+$77.5K
183,552
-2%
增持
JAAA
JANUS DETROIT STR TR
+$75.7K
8,098
+23%
增持
EQL
ALPS ETF TR
+$75.3K
8,368
+20%
增持
KHPI
MANAGED PORTFOLIO SERIES
-$74.0K
60,157
+1%
增持
NVDA
NVIDIA CORPORATION
-$69.7K
7,304
+1%
减持
PAVE
GLOBAL X FDS
+$66.5K
25,543
-1%
增持
IPAV
GLOBAL X FDS
+$51.5K
11,383
+16%
增持
BALL
BALL CORP
+$45.8K
4,873
+7%
增持
GE
GE AEROSPACE
-$43.6K
1,808
+0%
增持
OUSM
ALPS ETF TR
+$39.7K
10,669
+9%
增持
IWO
ISHARES TR
+$37.4K
3,799
+5%
减持
IWN
ISHARES TR
+$34.1K
3,245
-1%
减持
JIRE
J P MORGAN EXCHANGE TRADED F
-$30.1K
19,711
-3%
减持
IWS
ISHARES TR
-$29.9K
11,868
-5%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$25.4K
9,233
+13%
减持
REGL
PROSHARES TR
+$23.9K
13,967
-1%
增持
MDYG
SPDR SERIES TRUST
+$23.2K
4,230
+2%
减持
PEP
PEPSICO INC
+$21.4K
2,340
-2%
减持
OUSA
ALPS ETF TR
-$19.6K
8,645
-0%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$15.0K
8,337
-5%
减持
ITA
ISHARES TR
-$14.1K
9,479
-3%
增持
GRNY
TIDAL TRUST I
+$13.0K
18,069
+7%
增持
KRE
SPDR SERIES TRUST
+$12.3K
20,133
+0%
减持
XLP
SELECT SECTOR SPDR TR
+$12.0K
8,892
-4%
减持
FFBC
1ST FINL BANCORP
-$11.7K
17,000
-12%
增持
SYM
SYMBOTIC INC
+$11.6K
6,470
+16%
增持
LOW
LOWES COS INC
-$10.8K
2,255
+0%
减持
CACI
CACI INTL INC
-$10.6K
2,031
-3%
减持
SPSM
SPDR SERIES TRUST
+$9.6K
6,973
-0%
减持
CALF
PACER FDS TR
-$7.4K
4,631
-4%
增持
CRM
SALESFORCE INC
+$5.9K
1,245
+46%
减持
IYT
ISHARES TR
-$3.8K
6,957
-1%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$3.4K
5,489
-1%
减持
MDY
STATE STR SPDR S&P MIDCAP 40
-$1.5K
7,541
-2%
减持
SPDW
SPDR INDEX SHS FDS
+$1.1K
11,479
-3%
