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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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 76 项建仓 12增持 29减持 29清仓 6

方向

标的

Δ市值

现股数(环比)

增持

DGRW WISDOMTREE TR

+$5.4M

551,306 +6%

增持

SMH VANECK ETF TRUST

+$2.4M

44,760 +2%

增持

FFLC FIDELITY COVINGTON TRUST

+$1.8M

244,822 +10%

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

OEF ISHARES TR

+$1.7M

33,052 +9%

增持

AIRR FIRST TR EXCHANGE TRADED FD

+$1.4M

85,760 +2%

减持

XLK SELECT SECTOR SPDR TR

+$1.4M

51,253 -1%

清仓

TIME TIDAL TR II

-$1.3M

0 -100%

增持

TSLA TESLA INC

+$1.2M

7,555 +13%

增持

EOSE EOS ENERGY ENTERPRISES INC

+$1.1M

120,299 +162%

增持

NLR VANECK ETF TRUST

+$897.6K

32,149 +3%

增持

IVV ISHARES TR

+$728.2K

8,545 +6%

增持

DBEF DBX ETF TR

+$725.7K

120,075 +8%

增持

XMMO INVESCO EXCHANGE TRADED FD T

+$704.0K

42,042 +9%

增持

SPMO INVESCO EXCH TRADED FD TR II

+$673.4K

40,795 +8%

减持

AVGO BROADCOM INC

+$544.2K

11,167 -2%

建仓

ETHA ISHARES ETHEREUM TR

+$524.4K

16,642

减持

FFEB FIRST TR EXCHNG TRADED FD VI

+$506.1K

505,308 -3%

减持

GOOGL ALPHABET INC

+$430.8K

7,209 -4%

减持

AAPL APPLE INC

+$427.5K

11,899 -6%

增持

SHOP SHOPIFY INC

+$386.1K

9,530 +7%

清仓

IWO ISHARES TR

-$371.6K

0 -100%

减持

EQWL INVESCO EXCHANGE TRADED FD T

+$362.2K

137,900 -2%

清仓

CHD CHURCH & DWIGHT CO INC

-$358.8K

0 -100%

建仓

— IREN LIMITED

+$312.2K

6,653

建仓

GRNY TIDAL TRUST I

+$299.5K

11,986

减持

NVDA NVIDIA CORPORATION

+$296.9K

16,648 -6%

清仓

DIVY TIDAL TRUST I

-$294.1K

0 -100%

建仓

COP CONOCOPHILLIPS

+$284.8K

3,011

建仓

IBM INTERNATIONAL BUSINESS MACHS

+$263.8K

935

增持

XLC SELECT SECTOR SPDR TR

+$253.7K

17,341 +5%

建仓

IRM IRON MTN INC DEL

+$242.9K

2,382

清仓

VWO VANGUARD INTL EQUITY INDEX F

-$221.6K

0 -100%

增持

IAK ISHARES TR

+$218.1K

54,513 +3%

建仓

PFE PFIZER INC

+$215.8K

8,468

建仓

ABBV ABBVIE INC

+$215.5K

931

清仓

MRSH MARSH & MCLENNAN COS INC

-$211.0K

0 -100%

增持

NET CLOUDFLARE INC

+$209.0K

2,666 +44%

建仓

SPDW SPDR INDEX SHS FDS

+$207.7K

4,854

建仓

PSX PHILLIPS 66

+$206.2K

1,516

建仓

HD HOME DEPOT INC

+$203.6K

502

建仓

MCD MCDONALDS CORP

+$202.1K

665

减持

CPRT COPART INC

-$199.8K

20,058 -11%

减持

HOOD ROBINHOOD MKTS INC

+$193.4K

7,493 -20%

增持

JNJ JOHNSON & JOHNSON

+$191.4K

4,487 +7%

减持

TRPA HARTFORD FDS EXCHANGE TRADED

-$152.0K

618,419 -1%

减持

OUSM ALPS ETF TR

-$125.7K

29,053 -12%

增持

MSTR STRATEGY INC

-$125.3K

1,626 +1%

增持

JPM JPMORGAN CHASE & CO.

+$122.2K

4,713 +0%

减持

URA GLOBAL X FDS

+$121.7K

15,351 -2%

增持

— EXXON MOBIL CORP

+$118.5K

7,433 +11%

减持

VTIP VANGUARD MALVERN FDS

-$111.6K

496,199 -1%

增持

IBIT ISHARES BITCOIN TRUST ETF

+$97.9K

20,926 +1%

减持

VRIG INVESCO ACTIVELY MANAGED EXC

-$96.6K

964,120 -1%

减持

MOAT VANECK ETF TRUST

-$87.8K

17,673 -10%

减持

META META PLATFORMS INC

-$85.0K

3,374 -3%

减持

DBEU DBX ETF TR

-$69.4K

22,203 -10%

增持

IXC ISHARES TR

+$69.2K

18,418 +3%

增持

ACIO ETF SER SOLUTIONS

+$69.0K

33,890 +0%

减持

XLV SELECT SECTOR SPDR TR

-$63.5K

1,595 -25%

减持

BAC BANK AMERICA CORP

-$62.3K

8,149 -20%

减持

PLTR PALANTIR TECHNOLOGIES INC

+$61.5K

3,814 -18%

减持

AMZN AMAZON COM INC

-$53.6K

16,487 -2%

增持

MMM 3M CO

+$51.6K

5,434 +5%

减持

MU MICRON TECHNOLOGY INC

+$50.0K

1,748 -11%

减持

MSFT MICROSOFT CORP

+$49.8K

6,462 -3%

减持

BRNY EA SERIES TRUST

-$48.5K

15,940 -12%

减持

SPYM SPDR SERIES TRUST

+$39.4K

12,047 -3%

减持

ADBE ADOBE INC

-$36.6K

608 -6%

增持

NOW SERVICENOW INC

-$27.7K

286 +1%

增持

IWV ISHARES TR

+$25.4K

880 +0%

减持

VEA VANGUARD TAX-MANAGED FDS

-$15.1K

6,497 -8%

减持

SMCI SUPER MICRO COMPUTER INC

-$9.4K

5,127 -2%

增持

IGRO ISHARES TR

+$9.1K

10,582 +0%

增持

CRWD CROWDSTRIKE HLDGS INC

-$8.2K

651 +1%

增持

LLY ELI LILLY & CO

-$4.7K

590 +1%

减持

ITB ISHARES TR

+$4.3K

2,935 -12%