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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 107 项
建仓 12
增持 34
减持 53
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
TIP
ISHARES TR
-$3.9M
30,660
-51%
建仓
FDHY
FIDELITY COVINGTON TRUST
+$2.3M
51,120
减持
MGK
VANGUARD WORLD FD
-$1.9M
12,283
-45%
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
XLV
SELECT SECTOR SPDR TR
+$1.4M
13,209
+726%
建仓
LQD
ISHARES TR
+$1.4M
13,420
增持
VPU
VANGUARD WORLD FDS
+$1.3M
18,088
+112%
建仓
SPHY
SPDR SER TR
+$769.0K
35,238
减持
IYW
ISHARES TR
-$731.0K
97,077
-1%
建仓
TAN
INVESCO EXCH TRADED FD TR II
+$648.0K
8,798
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$637.0K
8,581
增持
CNRG
SPDR SER TR
+$586.0K
12,587
+103%
减持
META
META PLATFORMS INC
-$573.0K
5,520
-33%
减持
IYM
ISHARES TR
-$566.0K
7,292
-37%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
+$558.0K
30,999
+55%
建仓
SUSL
ISHARES TR
+$506.0K
8,195
减持
FIDU
FIDELITY COVINGTON TRUST
-$469.0K
12,922
-43%
增持
SPYG
SPDR SER TR
+$434.0K
18,837
+93%
清仓
VBK
VANGUARD INDEX FDS
-$413.0K
0
-100%
清仓
VO
VANGUARD INDEX FDS
-$410.0K
0
-100%
减持
FDIS
FIDELITY COVINGTON TRUST
-$373.0K
12,296
-35%
清仓
FTXR
FIRST TR EXCHANGE-TRADED FD
-$360.0K
0
-100%
建仓
IBB
ISHARES TR
+$356.0K
3,043
清仓
SCHP
SCHWAB STRATEGIC TR
-$345.0K
0
-100%
减持
IVV
ISHARES TR
-$328.0K
11,362
-2%
建仓
XLE
SELECT SECTOR SPDR TR
+$325.0K
4,509
清仓
SPIP
SPDR SER TR
-$321.0K
0
-100%
建仓
FXN
FIRST TR EXCHANGE TRADED FD
+$316.0K
20,229
减持
DGRO
ISHARES TR
-$302.0K
74,680
-2%
减持
VGT
VANGUARD WORLD FDS
-$277.0K
7,403
-5%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$276.0K
64,554
+13%
建仓
CI
CIGNA CORP NEW
+$273.0K
984
减持
SOXX
ISHARES TR
-$264.0K
5,460
-5%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$262.0K
5,891
-4%
建仓
IAK
ISHARES TR
+$257.0K
3,250
增持
VDC
VANGUARD WORLD FDS
-$254.0K
20,741
+1%
增持
IWY
ISHARES TR
-$251.0K
84,684
+2%
减持
V
VISA INC
-$242.0K
9,818
-3%
建仓
VTV
VANGUARD INDEX FDS
+$223.0K
1,805
增持
AMZN
AMAZON COM INC
+$222.0K
26,539
+1%
清仓
EDOW
FIRST TR EXCHANGE TRADED FD
-$220.0K
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
+$219.0K
7,814
+87%
增持
FTEC
FIDELITY COVINGTON TRUST
+$216.0K
12,598
+31%
减持
SRLN
SSGA ACTIVE ETF TR
-$214.0K
57,107
-7%
清仓
FMAT
FIDELITY COVINGTON TRUST
-$207.0K
0
-100%
减持
FPE
FIRST TR EXCH TRADED FD III
-$204.0K
73,587
-12%
清仓
ESGU
ISHARES TR
-$201.0K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$199.0K
24,667
+23%
减持
IUSG
ISHARES TR
-$198.0K
48,727
-1%
增持
RSPS
INVESCO EXCHANGE TRADED FD T
-$197.0K
17,091
+0%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$188.0K
49,072
-8%
减持
AMD
ADVANCED MICRO DEVICES INC
-$164.0K
9,581
-5%
减持
XLY
SELECT SECTOR SPDR TR
-$159.0K
20,605
-8%
减持
MA
MASTERCARD INCORPORATED
-$151.0K
4,175
-2%
减持
GRID
FIRST TR EXCHANGE TRADED FD
-$147.0K
8,335
-16%
减持
IYK
ISHARES TR
-$146.0K
6,556
-4%
减持
VCR
VANGUARD WORLD FDS
-$136.0K
8,958
-9%
减持
IWF
ISHARES TR
-$134.0K
8,593
-3%
减持
BBH
VANECK ETF TRUST
-$129.0K
2,040
-28%
增持
NXTG
FIRST TR EXCHANGE TRADED FD
-$126.0K
14,356
+0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$118.0K
9,445
+2%
减持
FXZ
FIRST TR EXCHANGE TRADED FD
-$113.0K
11,487
-8%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$113.0K
15,911
-2%
增持
MSFT
MICROSOFT CORP
+$106.0K
1,849
+46%
减持
PSK
SPDR SER TR
-$106.0K
7,240
-28%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$106.0K
235,902
+8%
增持
VOOV
VANGUARD ADMIRAL FDS INC
-$101.0K
12,302
+0%
减持
VOO
VANGUARD INDEX FDS
-$99.0K
3,660
-2%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$96.0K
8,816
-1%
增持
GOOG
ALPHABET INC
-$95.0K
7,268
+1902%
减持
VUG
VANGUARD INDEX FDS
-$93.0K
8,074
-1%
增持
FSTA
FIDELITY COVINGTON TRUST
+$93.0K
15,498
+27%
减持
SDY
SPDR SER TR
-$90.0K
11,788
-0%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$84.0K
24,970
-19%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$83.0K
11,151
-5%
减持
IXN
ISHARES TR
-$81.0K
22,516
-0%
减持
IJS
ISHARES TR
-$78.0K
4,192
-12%
减持
IYC
ISHARES TR
-$77.0K
44,232
-5%
减持
FAD
FIRST TR MULTI CAP GROWTH AL
-$75.0K
15,663
-3%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
+$72.0K
27,796
-4%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$71.0K
24,822
-1%
减持
XSD
SPDR SER TR
-$69.0K
3,720
-11%
减持
CRM
SALESFORCE INC
-$63.0K
2,559
-2%
增持
IHI
ISHARES TR
+$56.0K
91,759
+8%
增持
UNH
UNITEDHEALTH GROUP INC
+$51.0K
1,021
+13%
减持
PRN
INVESCO EXCHANGE TRADED FD T
-$51.0K
4,220
-14%
增持
IVE
ISHARES TR
-$48.0K
8,941
+3%
减持
XMCRX
MFS CHARTER INCOME TR
-$47.0K
74,380
-4%
减持
COST
COSTCO WHSL CORP NEW
-$47.0K
1,943
-3%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$45.0K
14,258
-3%
减持
IYJ
ISHARES TR
-$38.0K
4,706
-4%
增持
ARCC
ARES CAPITAL CORP
-$38.0K
84,684
+4%
增持
FIW
FIRST TR EXCHANGE TRADED FD
+$34.0K
22,681
+2%
增持
GOOGL
ALPHABET INC
-$33.0K
5,005
+2030%
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
-$31.0K
9,700
-4%
增持
XEVTX
EATON VANCE TAX ADVT DIV INC
-$27.0K
14,276
+1%
增持
AAPL
APPLE INC
+$27.0K
13,668
+0%
增持
FAN
FIRST TR EXCHANGE-TRADED FD
-$25.0K
17,952
+5%
增持
FXG
FIRST TR EXCHANGE TRADED FD
-$23.0K
7,790
+3%
减持
VIS
VANGUARD WORLD FDS
-$23.0K
2,565
-2%
减持
IYF
ISHARES TR
-$21.0K
8,594
-0%
减持
IWO
ISHARES TR
-$20.0K
1,827
-5%
减持
FMB
FIRST TR EXCH TRADED FD III
-$18.0K
4,250
-4%
增持
FDRR
FIDELITY COVINGTON TRUST
-$16.0K
15,966
+6%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$14.0K
30,748
+0%
减持
ICLN
ISHARES TR
-$13.0K
12,442
-5%
增持
SMH
VANECK ETF TRUST
+$11.0K
3,116
+12%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$6.0K
28,107
+0%
