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Fiduciary Planning LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Fiduciary Planning LLC

报告期 2026-03-31 · CIK 0001792851

持仓数

76

前50大市值合计

$323.6M

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 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

24Q4 调仓2024-09-30 → 2024-12-31 · 共 73 项建仓 15增持 24减持 33清仓 1

方向

标的

Δ市值

现股数(环比)

减持

TIME TIDAL TR II

-$4.6M

221,588 -40%

建仓

DBEF DBX ETF TR

+$2.5M

60,254

建仓

SPMO INVESCO EXCH TRADED FD TR II

+$2.0M

21,374

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

TSLA TESLA INC

+$2.0M

5,469 +583%

减持

EQWL INVESCO EXCHANGE TRADED FD T

-$1.9M

173,226 -10%

增持

SMH VANECK ETF TRUST

+$1.9M

41,641 +24%

增持

AMZN AMAZON COM INC

+$1.8M

15,674 +76%

减持

DBEU DBX ETF TR

-$1.7M

59,960 -39%

减持

IXC ISHARES TR

-$1.4M

52,932 -38%

增持

FFLC FIDELITY COVINGTON TRUST

+$1.3M

208,015 +16%

增持

NVDA NVIDIA CORPORATION

+$1.2M

20,933 +57%

增持

META META PLATFORMS INC

+$1.2M

3,262 +149%

建仓

XLC SELECT SECTOR SPDR TR

+$948.9K

9,802

增持

XLK SELECT SECTOR SPDR TR

+$932.4K

55,231 +5%

增持

DGRW WISDOMTREE TR

+$924.9K

527,667 +5%

减持

URA GLOBAL X FDS

-$824.3K

41,626 -39%

建仓

IWO ISHARES TR

+$795.8K

2,765

建仓

IBIT ISHARES BITCOIN TRUST ETF

+$793.4K

14,956

减持

AVGO BROADCOM INC

+$756.9K

12,771 -0%

增持

TRPA HARTFORD FDS EXCHANGE TRADED

+$671.9K

670,420 +3%

减持

FFEB FIRST TR EXCHNG TRADED FD VI

+$647.4K

580,451 -0%

建仓

SHOP SHOPIFY INC

+$629.6K

5,921

减持

XLV SELECT SECTOR SPDR TR

-$628.9K

5,554 -39%

减持

SPY SPDR S&P 500 ETF TR

-$588.6K

10,620 -11%

增持

VRIG INVESCO ACTIVELY MANAGED EXC

+$573.8K

1,049,404 +2%

增持

AIRR FIRST TR EXCHANGE-TRADED FD

+$469.7K

81,626 +5%

建仓

BAC BANK AMERICA CORP

+$448.3K

10,200

增持

IAK ISHARES TR

+$430.6K

53,142 +9%

建仓

MSTR MICROSTRATEGY INC

+$422.6K

1,459

建仓

LLY ELI LILLY & CO

+$388.7K

503

增持

AAPL APPLE INC

+$369.2K

14,514 +4%

减持

MOAT VANECK ETF TRUST

-$344.7K

30,246 -7%

建仓

HOOD ROBINHOOD MKTS INC

+$342.8K

9,200

增持

VTIP VANGUARD MALVERN FDS

+$333.5K

551,877 +3%

建仓

PLTR PALANTIR TECHNOLOGIES INC

+$318.4K

4,210

建仓

NOW SERVICENOW INC

+$305.3K

288

清仓

ED CONSOLIDATED EDISON INC

-$304.1K

0 -100%

增持

IVV ISHARES TR

+$285.9K

7,874 +4%

减持

XMMO INVESCO EXCHANGE TRADED FD T

-$258.7K

42,604 -7%

减持

OEF ISHARES TR

+$258.3K

33,233 -2%

增持

NLR VANECK ETF TRUST

+$255.1K

29,763 +15%

建仓

CRWD CROWDSTRIKE HLDGS INC

+$214.2K

626

建仓

HD HOME DEPOT INC

+$206.2K

530

建仓

MRVL MARVELL TECHNOLOGY INC

+$203.5K

1,842

减持

OUSM ALPS ETF TR

-$199.8K

46,486 -6%

减持

GOOGL ALPHABET INC

+$191.4K

9,148 -1%

减持

BRNY EA SERIES TRUST

-$156.2K

27,058 -16%

减持

DIVY TIDAL ETF TR

-$152.9K

17,622 -21%

减持

ITB ISHARES TR

-$131.3K

4,780 -3%

减持

JPM JPMORGAN CHASE & CO.

+$127.7K

4,661 -1%

减持

CPRT COPART INC

+$125.4K

25,322 -0%

减持

MSFT MICROSOFT CORP

-$99.4K

7,452 -1%

减持

— EXXON MOBIL CORP

-$82.3K

6,687 -2%

减持

JNJ JOHNSON & JOHNSON

-$78.9K

4,178 -1%

减持

VEA VANGUARD TAX-MANAGED FDS

-$71.9K

7,656 -8%

减持

VWO VANGUARD INTL EQUITY INDEX F

-$70.2K

6,119 -14%

增持

IGRO ISHARES TR

-$69.2K

10,543 +0%

减持

ODFL OLD DOMINION FREIGHT LINE IN

-$65.6K

2,698 -1%

减持

ADBE ADOBE INC

-$58.6K

716 -2%

减持

IJR ISHARES TR

-$52.6K

2,054 -17%

减持

MMM 3M CO

-$40.0K

5,200 -0%

增持

HON HONEYWELL INTL INC

+$27.7K

1,326 +1%

增持

APD AIR PRODS & CHEMS INC

-$23.2K

3,209 +0%

减持

PGR PROGRESSIVE CORP

-$20.4K

1,308 -1%

增持

SPYM SPDR SER TR

+$18.9K

12,550 +0%

减持

TREX TREX CO INC

+$13.7K

6,400 -0%

增持

BR BROADRIDGE FINL SOLUTIONS IN

+$12.2K

1,034 +0%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$9.3K

472 -3%

增持

MRSH MARSH & MCLENNAN COS INC

-$8.1K

958 +1%

增持

IWV ISHARES TR

+$7.4K

874 +0%

减持

ACIO ETF SER SOLUTIONS

+$6.2K

33,859 -1%

减持

CVX CHEVRON CORP NEW

-$5.1K

1,895 -0%

增持

CHD CHURCH & DWIGHT CO INC

+$960

3,712 +0%