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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
$186.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q4
22Q3
22Q2
22Q1
21Q4
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 121 项
建仓 17
增持 23
减持 65
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$3.9M
217,455
减持
AMD
ADVANCED MICRO DEVICES INC
-$3.7M
10,081
-75%
减持
IYW
ISHARES TR
-$3.3M
98,231
-9%
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
IWY
ISHARES TR
-$3.2M
82,798
-3%
减持
TIP
ISHARES TR
-$2.1M
62,139
-16%
增持
AMZN
AMAZON COM INC
-$1.5M
26,150
+1877%
减持
IVV
ISHARES TR
-$1.5M
11,613
-11%
建仓
SCHD
SCHWAB STRATEGIC TR
+$1.4M
20,107
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$1.4M
28,966
-36%
减持
IHI
ISHARES TR
-$1.3M
84,709
-7%
减持
IYC
ISHARES TR
-$1.3M
46,730
-11%
减持
SOXX
ISHARES TR
-$1.3M
5,731
-17%
减持
MGK
VANGUARD WORLD FD
-$1.2M
22,447
-0%
建仓
FDIS
FIDELITY COVINGTON TRUST
+$1.1M
19,039
增持
IUSG
ISHARES TR
-$1.1M
49,043
+0%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$1.0M
19,956
-23%
建仓
COST
COSTCO WHSL CORP NEW
+$965.0K
2,013
减持
VGT
VANGUARD WORLD FDS
-$954.0K
7,817
-7%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$930.0K
9,640
减持
VCR
VANGUARD WORLD FDS
-$872.0K
9,856
-3%
减持
IWF
ISHARES TR
-$842.0K
8,878
-11%
增持
XLY
SELECT SECTOR SPDR TR
-$804.0K
22,507
+7%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$779.0K
8,916
-24%
减持
IXN
ISHARES TR
-$754.0K
22,551
-27%
减持
VUG
VANGUARD INDEX FDS
-$743.0K
8,166
-8%
减持
META
META PLATFORMS INC
-$730.0K
8,200
-11%
建仓
FXZ
FIRST TR EXCHANGE TRADED FD
+$709.0K
12,546
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$688.0K
0
-100%
减持
FAD
FIRST TR MULTI CAP GROWTH AL
-$685.0K
16,147
-16%
增持
SRLN
SSGA ACTIVE ETF TR
+$668.0K
61,196
+46%
减持
FPE
FIRST TR EXCH TRADED FD III
-$633.0K
83,157
-23%
建仓
FDRR
FIDELITY COVINGTON TRUST
+$582.0K
15,062
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$562.0K
57,373
+30%
建仓
FSTA
FIDELITY COVINGTON TRUST
+$529.0K
12,229
建仓
SPYG
SPDR SER TR
+$510.0K
9,761
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$501.0K
27,968
+80%
建仓
CNRG
SPDR SER TR
+$483.0K
6,198
增持
FIDU
FIDELITY COVINGTON TRUST
+$456.0K
22,851
+113%
减持
VOO
VANGUARD INDEX FDS
-$449.0K
3,750
-11%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$449.0K
16,304
-17%
减持
GRID
FIRST TR EXCHANGE TRADED FD
-$448.0K
9,975
-23%
减持
NXTG
FIRST TR EXCHANGE TRADED FD
-$446.0K
14,352
-20%
减持
XSD
SPDR SER TR
-$443.0K
4,185
-19%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$428.0K
11,770
-14%
建仓
VO
VANGUARD INDEX FDS
+$410.0K
2,079
增持
IYM
ISHARES TR
+$399.0K
11,509
+80%
清仓
COMT
ISHARES U S ETF TR
-$398.0K
0
-100%
减持
FTXR
FIRST TR EXCHANGE-TRADED FD
-$370.0K
14,220
-37%
减持
FIW
FIRST TR EXCHANGE TRADED FD
-$353.0K
22,136
-4%
减持
PRN
INVESCO EXCHANGE TRADED FD T
-$353.0K
4,895
-36%
减持
BBH
VANECK ETF TRUST
-$351.0K
2,850
-40%
建仓
SCHP
SCHWAB STRATEGIC TR
+$345.0K
6,190
减持
VDC
VANGUARD WORLD FDS
-$341.0K
20,595
-3%
减持
V
VISA INC
-$335.0K
10,088
-4%
建仓
SPIP
SPDR SER TR
+$321.0K
11,676
增持
DGRO
ISHARES TR
-$312.0K
76,052
+3%
清仓
DIS
DISNEY WALT CO
-$303.0K
0
-100%
清仓
FCOM
FIDELITY COVINGTON TRUST
-$283.0K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$283.0K
4,242
-6%
建仓
PFXF
VANECK ETF TRUST
+$277.0K
15,285
清仓
NKE
NIKE INC
-$276.0K
0
-100%
清仓
MINT
PIMCO ETF TR
-$271.0K
0
-100%
减持
VPU
VANGUARD WORLD FDS
-$268.0K
8,526
-12%
清仓
QLD
PROSHARES TR
-$259.0K
0
-100%
清仓
SRVR
PACER FDS TR
-$256.0K
0
-100%
减持
IYF
ISHARES TR
-$249.0K
8,608
-14%
清仓
APO
APOLLO GLOBAL MGMT INC
-$248.0K
0
-100%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$241.0K
25,157
-3%
清仓
MRNA
MODERNA INC
-$234.0K
0
-100%
增持
ARCC
ARES CAPITAL CORP
-$232.0K
81,803
+1%
建仓
SIGI
SELECTIVE INS GROUP INC
+$225.0K
2,590
清仓
RPM
RPM INTL INC
-$220.0K
0
-100%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$217.0K
14,770
-3%
减持
IWO
ISHARES TR
-$216.0K
1,926
-20%
清仓
NFLX
NETFLIX INC
-$215.0K
0
-100%
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
-$212.0K
10,065
-12%
增持
GOOG
ALPHABET INC
-$209.0K
363
+1%
清仓
ETG
EATON VANCE TX ADV GLBL DIV
-$208.0K
0
-100%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
-$207.0K
17,050
-5%
建仓
FMAT
FIDELITY COVINGTON TRUST
+$207.0K
5,042
减持
SDY
SPDR SER TR
-$206.0K
11,833
-6%
建仓
XLV
SELECT SECTOR SPDR TR
+$205.0K
1,599
清仓
VTI
VANGUARD INDEX FDS
-$204.0K
0
-100%
减持
CRM
SALESFORCE INC
-$204.0K
2,609
-13%
清仓
JLL
JONES LANG LASALLE INC
-$202.0K
0
-100%
减持
IVE
ISHARES TR
-$201.0K
8,709
-3%
清仓
IWM
ISHARES TR
-$201.0K
0
-100%
减持
IJS
ISHARES TR
-$188.0K
4,762
-20%
减持
VBK
VANGUARD INDEX FDS
-$184.0K
2,096
-13%
减持
PSK
SPDR SER TR
-$172.0K
9,990
-27%
减持
IYK
ISHARES TR
-$143.0K
6,795
-7%
减持
VIS
VANGUARD WORLD FDS
-$131.0K
2,615
-9%
减持
IYJ
ISHARES TR
-$117.0K
4,905
-6%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$99.0K
30,850
-13%
减持
MSFT
MICROSOFT CORP
-$90.0K
1,267
-6%
减持
XEVTX
EATON VANCE TAX ADVT DIV INC
-$88.0K
14,176
-4%
增持
AAPL
APPLE INC
-$86.0K
13,618
+22%
减持
USMV
ISHARES TR
-$85.0K
6,772
-6%
减持
XRT
SPDR SER TR
-$81.0K
4,050
-4%
减持
XLU
SELECT SECTOR SPDR TR
-$80.0K
4,175
-17%
增持
XMCRX
MFS CHARTER INCOME TR
-$80.0K
77,775
+0%
减持
HD
HOME DEPOT INC
-$73.0K
2,028
-4%
增持
GOOGL
ALPHABET INC
-$72.0K
235
+12%
减持
PJP
INVESCO EXCHANGE TRADED FD T
-$69.0K
5,841
-8%
减持
FMB
FIRST TR EXCH TRADED FD III
-$62.0K
4,450
-18%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$61.0K
30,691
+0%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$61.0K
2,197
-6%
减持
EDOW
FIRST TR EXCHANGE TRADED FD
-$60.0K
8,087
-10%
减持
FXG
FIRST TR EXCHANGE TRADED FD
-$59.0K
7,590
-8%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$55.0K
6,149
-1%
增持
VOOV
VANGUARD ADMIRAL FDS INC
-$49.0K
12,252
+10%
减持
ICLN
ISHARES TR
-$47.0K
13,160
-5%
减持
UNH
UNITEDHEALTH GROUP INC
-$38.0K
906
-8%
增持
ESGU
ISHARES TR
-$34.0K
2,390
+3%
增持
FXO
FIRST TR EXCHANGE TRADED FD
-$32.0K
5,550
+3%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$32.0K
9,271
-0%
增持
FVD
FIRST TR VALUE LINE DIVID IN
-$29.0K
9,940
+1%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$17.0K
53,462
+8%
增持
SMH
VANECK ETF TRUST
-$11.0K
2,779
+30%
增持
FAN
FIRST TR EXCHANGE-TRADED FD
+$9.0K
17,166
+18%
增持
JNJ
JOHNSON & JOHNSON
+$1.0K
2,454
+0%