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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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 72 项建仓 3增持 30减持 28清仓 11

方向

标的

Δ市值

现股数(环比)

减持

SMH VANECK ETF TRUST

+$1.0M

43,439 -3%

增持

DGRW WISDOMTREE TR

+$992.4K

559,505 +1%

增持

FFLC FIDELITY COVINGTON TRUST

+$707.1K

252,018 +3%

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。

减持

CPRT COPART INC

-$614.2K

7,351 -63%

增持

GOOGL ALPHABET INC

+$584.5K

7,467 +4%

减持

FFEB FIRST TR EXCHNG TRADED FD VI

+$561.0K

502,052 -1%

清仓

ETHA ISHARES ETHEREUM TR

-$524.4K

0 -100%

清仓

MSTR STRATEGY INC

-$523.9K

0 -100%

增持

OEF ISHARES TR

+$458.2K

33,412 +1%

减持

NLR VANECK ETF TRUST

-$428.6K

31,661 -2%

增持

DBEF DBX ETF TR

+$381.1K

123,779 +3%

增持

IAK ISHARES TR

+$351.9K

56,250 +3%

减持

IBIT ISHARES BITCOIN TRUST ETF

-$348.1K

20,385 -3%

增持

VRIG INVESCO ACTIVELY MANAGED EXC

+$346.8K

977,936 +1%

增持

TRPA HARTFORD FDS EXCHANGE TRADED

+$330.8K

626,613 +1%

清仓

FIX COMFORT SYS USA INC

-$330.1K

0 -100%

减持

EQWL INVESCO EXCHANGE TRADED FD T

+$319.3K

136,541 -1%

清仓

ITB ISHARES TR

-$314.8K

0 -100%

清仓

— IREN LIMITED

-$312.2K

0 -100%

减持

META META PLATFORMS INC

-$274.3K

3,338 -1%

减持

HOOD ROBINHOOD MKTS INC

-$270.6K

7,093 -5%

增持

VTIP VANGUARD MALVERN FDS

-$268.9K

502,499 +1%

清仓

NOW SERVICENOW INC

-$263.2K

0 -100%

减持

MSFT MICROSOFT CORP

-$246.2K

6,412 -1%

清仓

SMCI SUPER MICRO COMPUTER INC

-$245.8K

0 -100%

清仓

IRM IRON MTN INC DEL

-$242.9K

0 -100%

增持

MU MICRON TECHNOLOGY INC

+$240.7K

1,868 +7%

建仓

V VISA INC

+$231.6K

660

增持

AAPL APPLE INC

+$226.9K

11,979 +1%

建仓

BRK/B BERKSHIRE HATHAWAY INC DEL

+$215.1K

428

清仓

ADBE ADOBE INC

-$214.5K

0 -100%

增持

XMMO INVESCO EXCHANGE TRADED FD T

+$213.4K

42,602 +1%

建仓

RTX RTX CORPORATION

+$211.9K

1,156

增持

IVV ISHARES TR

+$206.5K

8,651 +1%

清仓

PSX PHILLIPS 66

-$206.2K

0 -100%

清仓

HD HOME DEPOT INC

-$203.6K

0 -100%

增持

LLY ELI LILLY & CO

+$202.6K

608 +3%

增持

EOSE EOS ENERGY ENTERPRISES INC

+$200.3K

137,044 +14%

减持

AVGO BROADCOM INC

+$178.9K

11,161 -0%

减持

OUSM ALPS ETF TR

-$162.1K

26,052 -10%

减持

AIRR FIRST TR EXCHANGE TRADED FD

+$123.0K

85,580 -0%

减持

AMZN AMAZON COM INC

+$118.3K

16,196 -2%

减持

DBEU DBX ETF TR

-$107.5K

19,061 -14%

增持

XLK SELECT SECTOR SPDR TR

+$104.4K

101,067 +97%

减持

SPY SPDR S&P 500 ETF TR

+$100.2K

9,433 -1%

增持

JNJ JOHNSON & JOHNSON

+$97.9K

4,493 +0%

减持

URA GLOBAL X FDS

-$97.6K

14,841 -3%

减持

IWV ISHARES TR

-$81.7K

651 -26%

减持

SHOP SHOPIFY INC

+$79.8K

9,294 -2%

减持

COP CONOCOPHILLIPS

-$69.0K

2,305 -23%

增持

TSLA TESLA INC

+$67.0K

7,620 +1%

减持

NET CLOUDFLARE INC

-$61.5K

2,590 -3%

增持

— EXXON MOBIL CORP

+$59.1K

7,455 +0%

减持

BRNY EA SERIES TRUST

-$53.3K

14,241 -11%

增持

JPM JPMORGAN CHASE & CO.

+$48.5K

4,765 +1%

减持

CRWD CROWDSTRIKE HLDGS INC

-$37.5K

601 -8%

减持

NVDA NVIDIA CORPORATION

-$35.2K

16,466 -1%

增持

IGRO ISHARES TR

+$33.8K

10,594 +0%

增持

SPMO INVESCO EXCH TRADED FD TR II

+$32.5K

41,662 +2%

减持

BAC BANK AMERICA CORP

+$27.0K

8,135 -0%

增持

XLC SELECT SECTOR SPDR TR

+$24.9K

17,649 +2%

减持

MOAT VANECK ETF TRUST

-$24.2K

16,680 -6%

增持

SPYM SPDR SERIES TRUST

+$23.5K

12,057 +0%

减持

IXC ISHARES TR

-$18.1K

17,906 -3%

减持

VEA VANGUARD TAX-MANAGED FDS

+$15.1K

6,473 -0%

减持

XLV SELECT SECTOR SPDR TR

+$14.3K

1,527 -4%

增持

PLTR PALANTIR TECHNOLOGIES INC

+$11.7K

3,980 +4%

增持

ACIO ETF SER SOLUTIONS

+$9.5K

33,897 +0%

增持

SPDW SPDR INDEX SHS FDS

+$8.7K

4,872 +0%

增持

CVX CHEVRON CORP NEW

-$5.3K

1,880 +0%

增持

PFE PFIZER INC

-$4.2K

8,498 +0%

增持

ABBV ABBVIE INC

-$2.2K

933 +0%