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

Stonebridge Financial Planning Group, LLC

报告期 2026-03-31 · CIK 0001802494

持仓数

171

前50大市值合计

$186.6M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IWY ISHARES TR

RUS TP200 GR ETF

$14.9M

59,896

8.0%

IYW ISHARES TR

U.S. TECH ETF

$10.0M

54,905

5.3%

SPHQ INVESCO EXCHANGE TRADED FD T

S&P500 QUALITY

$9.2M

122,057

4.9%

DGRO ISHARES TR

CORE DIV GRWTH

$8.7M

124,487

4.7%

FGD FIRST TR EXCHANGE-TRADED FD

DJ GLBL DIVID

$7.1M

221,062

3.8%

SPHY SPDR SERIES TRUST

STATE STREET SPD

$5.8M

250,194

3.1%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$5.7M

88,606

3.0%

IVV ISHARES TR

CORE S&P500 ETF

$5.5M

8,470

3.0%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$5.2M

63,430

2.8%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$4.9M

146,163

2.6%

NVDA NVIDIA CORPORATION

COM

$4.9M

28,071

2.6%

AMZN AMAZON COM INC

COM

$4.9M

23,328

2.6%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$4.8M

69,981

2.6%

RDVI FIRST TR EXCHANGE-TRADED FD

FT VEST RIS

$4.7M

182,728

2.5%

IUSG ISHARES TR

CORE S&P US GWT

$4.4M

28,459

2.4%

MOAT VANECK ETF TRUST

MRNGSTR WDE MOAT

$3.9M

39,985

2.1%

IWF ISHARES TR

RUS 1000 GRW ETF

$3.8M

8,877

2.0%

DSTL ETF SER SOLUTIONS

DISTILLATE US

$3.8M

65,123

2.0%

VUG VANGUARD INDEX FDS

GROWTH ETF

$3.6M

8,325

1.9%

MINT PIMCO ETF TR

ENHAN SHRT MA AC

$3.4M

33,344

1.8%

VCRB VANGUARD MALVERN FDS

CORE BD ETF

$3.1M

40,125

1.7%

AAPL APPLE INC

COM

$2.9M

11,253

1.5%

UCON FIRST TR EXCHNG TRADED FD VI

SMITH UNCONSTRAI

$2.8M

113,933

1.5%

VDC VANGUARD WORLD FD

CONSUM STP ETF

$2.7M

12,217

1.5%

AIQ GLOBAL X FDS

ARTIFICIAL ETF

$2.7M

58,775

1.5%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$2.7M

88,983

1.5%

NLR VANECK ETF TRUST

URANIUM AND NUCL

$2.6M

19,805

1.4%

VGT VANGUARD WORLD FD

INF TECH ETF

$2.6M

3,738

1.4%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$2.6M

4,288

1.4%

SOXX ISHARES TR

ISHARES SEMICDTR

$2.4M

7,223

1.3%

V VISA INC

COM CL A

$2.3M

7,763

1.3%

MGV VANGUARD WORLD FD

MEGA CAP VAL ETF

$2.3M

15,981

1.2%

SDVY FIRST TR EXCHANGE TRADED FD

SMID RISNG ETF

$2.3M

58,662

1.2%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$2.3M

15,567

1.2%

KNG FIRST TR EXCHANGE-TRADED FD

FT VEST S&P 500

$2.3M

47,063

1.2%

VO VANGUARD INDEX FDS

MID CAP ETF

$2.2M

7,624

1.2%

SDVD FIRST TR EXCH TRADED FD III

FT VEST SMID

$2.1M

96,819

1.1%

VPLS VANGUARD MALVERN FDS

CORE-PLUS BD ETF

$2.0M

26,366

1.1%

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$2.0M

39,910

1.1%

TECB ISHARES TR

US TECH BRKTHR

$2.0M

36,204

1.1%

MSFT MICROSOFT CORP

COM

$2.0M

5,268

1.0%

IYC ISHARES TR

US CONSUM DISCRE

$1.9M

19,859

1.0%

XLY SELECT SECTOR SPDR TR

STATE STREET CON

$1.9M

17,469

1.0%

GOOG ALPHABET INC

CAP STK CL C

$1.9M

6,563

1.0%

VOOV VANGUARD ADMIRAL FDS INC

500 VAL IDX FD

$1.9M

9,194

1.0%

FIW FIRST TR EXCHANGE-TRADED FD

WTR ETF

$1.8M

17,765

1.0%

IAK ISHARES TR

U.S. INSRNCE ETF

$1.8M

14,138

1.0%

FCOM FIDELITY COVINGTON TRUST

MSCI COMMNTN SVC

$1.8M

26,583

1.0%

IVE ISHARES TR

S&P 500 VAL ETF

$1.7M

8,124

0.9%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$1.7M

31,267

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

30%前 6 大占比

IWY8.0%IYW5.3%SPHQ4.9%DGRO4.7%FGD3.8%SPHY3.1%