小隐寺数据中心

情绪

Reddit 热门散户社区提及与热度榜

机构

机构目录全部机构机构持仓机构真实持仓

事件

新股 IPO定价、上市与申报追踪内部人买卖高管与董事交易重大事件并购/高管/退市等重大报告举牌主动或被动披露

财务

季报10-Q 季度财报申报流年报10-K 年度财报申报流

公司

公司目录上市公司高管与档案

势力阵营即将上线校友与资本关系图谱

人物

明星投资人知名基金经理与持仓动向政客交易国会议员持仓披露

API 小隐寺主站

数据来源:SEC及其他第三方非公开数据库

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

25Q2 调仓2025-03-31 → 2025-06-30 · 共 66 项建仓 5增持 11减持 47清仓 3

方向

标的

Δ市值

现股数(环比)

减持

VTIP VANGUARD MALVERN FDS

-$2.9M

501,973 -11%

减持

VRIG INVESCO ACTIVELY MANAGED EXC

-$2.8M

969,901 -10%

减持

TRPA HARTFORD FDS EXCHANGE TRADED

-$2.6M

622,497

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。

-10%

减持

SMH VANECK ETF TRUST

+$2.3M

43,862 -6%

减持

XLK SELECT SECTOR SPDR TR

+$1.5M

51,537 -8%

减持

FFEB FIRST TR EXCHNG TRADED FD VI

-$1.4M

522,012 -11%

减持

TIME TIDAL TR II

-$1.1M

51,986 -52%

减持

AVGO BROADCOM INC

+$994.7K

11,390 -11%

减持

NLR VANECK ETF TRUST

+$975.0K

31,151 -8%

减持

AIRR FIRST TR EXCHANGE TRADED FD

+$867.6K

84,344 -4%

减持

FFLC FIDELITY COVINGTON TRUST

+$843.5K

223,306 -4%

减持

EQWL INVESCO EXCHANGE TRADED FD T

-$816.3K

140,513 -11%

减持

AAPL APPLE INC

-$753.2K

12,683 -16%

减持

IAK ISHARES TR

-$742.0K

52,718 -7%

减持

SPMO INVESCO EXCH TRADED FD TR II

+$672.1K

37,923 -2%

减持

DGRW WISDOMTREE TR

-$580.1K

521,262 -6%

增持

HOOD ROBINHOOD MKTS INC

+$496.6K

9,393 +2%

减持

OEF ISHARES TR

+$495.7K

30,426 -6%

减持

MSFT MICROSOFT CORP

+$493.1K

6,629 -11%

减持

AMZN AMAZON COM INC

+$460.4K

16,745 -1%

减持

META META PLATFORMS INC

+$452.6K

3,472 -5%

减持

SPY SPDR S&P 500 ETF TR

+$427.2K

9,505 -2%

增持

IBIT ISHARES BITCOIN TRUST ETF

+$376.8K

20,622 +9%

清仓

PGR PROGRESSIVE CORP

-$370.3K

0 -100%

建仓

SNOW SNOWFLAKE INC

+$357.8K

1,599

减持

IWO ISHARES TR

-$334.9K

1,300 -53%

减持

TSLA TESLA INC

+$334.8K

6,702 -3%

减持

CPRT COPART INC

-$326.6K

22,454 -11%

减持

IVV ISHARES TR

+$290.9K

8,038 -4%

减持

XMMO INVESCO EXCHANGE TRADED FD T

+$273.1K

38,726 -6%

减持

DBEU DBX ETF TR

-$256.9K

24,770 -19%

减持

MOAT VANECK ETF TRUST

-$256.8K

19,612 -18%

建仓

SMCI SUPER MICRO COMPUTER INC

+$255.2K

5,207

清仓

BR BROADRIDGE FINL SOLUTIONS IN

-$251.6K

0 -100%

清仓

BRK/B BERKSHIRE HATHAWAY INC DEL

-$251.4K

0 -100%

减持

IXC ISHARES TR

-$249.4K

17,808 -21%

减持

OUSM ALPS ETF TR

-$247.0K

33,030 -17%

建仓

MU MICRON TECHNOLOGY INC

+$242.4K

1,967

建仓

EOSE EOS ENERGY ENTERPRISES INC

+$235.5K

46,000

建仓

FIX COMFORT SYS USA INC

+$214.5K

400

减持

NVDA NVIDIA CORPORATION

+$202.9K

17,781 -26%

减持

JPM JPMORGAN CHASE & CO.

+$196.3K

4,707 -1%

减持

PLTR PALANTIR TECHNOLOGIES INC

+$189.4K

4,653 -12%

减持

MSTR MICROSTRATEGY INC

+$180.8K

1,606 -1%

减持

URA GLOBAL X FDS

+$176.2K

15,720 -17%

增持

NET CLOUDFLARE INC

+$160.2K

1,854 +3%

减持

XLC SELECT SECTOR SPDR TR

+$136.3K

16,576 -4%

减持

GOOGL ALPHABET INC

-$114.9K

7,500 -19%

增持

CRWD CROWDSTRIKE HLDGS INC

+$106.8K

643 +3%

减持

XLV SELECT SECTOR SPDR TR

-$101.2K

2,119 -20%

增持

ACIO ETF SER SOLUTIONS

+$92.3K

33,884 +0%

减持

SPYM SPDR SERIES TRUST

+$78.2K

12,442 -1%

减持

— EXXON MOBIL CORP

-$75.8K

6,675 -0%

增持

IGRO ISHARES TR

+$69.8K

10,572 +0%

减持

ITB ISHARES TR

-$65.1K

3,333 -16%

增持

JNJ JOHNSON & JOHNSON

-$53.5K

4,193 +0%

增持

CHD CHURCH & DWIGHT CO INC

-$51.0K

3,733 +0%

减持

CVX CHEVRON CORP NEW

-$48.2K

1,879 -1%

减持

DIVY TIDAL TRUST I

-$45.6K

11,492 -13%

减持

VEA VANGUARD TAX-MANAGED FDS

+$36.2K

7,093 -2%

增持

IWV ISHARES TR

+$30.0K

878 +0%

增持

LLY ELI LILLY & CO

+$26.7K

584 +13%

增持

MRSH MARSH & MCLENNAN COS INC

-$23.7K

965 +0%

减持

DBEF DBX ETF TR

-$15.7K

110,815 -1%

减持

BRNY EA SERIES TRUST

-$8.7K

18,166 -12%

减持

VWO VANGUARD INTL EQUITY INDEX F

-$1.5K

4,481 -9%