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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 105 项
建仓 10
增持 43
减持 50
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
XLE
SELECT SECTOR SPDR TR
+$1.5M
21,152
+369%
减持
MGK
VANGUARD WORLD FD
-$1.2M
5,523
-55%
减持
TIP
ISHARES TR
-$988.1K
20,931
-32%
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
IAK
ISHARES TR
+$922.5K
12,905
+297%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$874.9K
68,885
+7%
减持
AMZN
AMAZON COM INC
-$771.1K
26,523
-0%
增持
VDC
VANGUARD WORLD FDS
+$504.6K
21,233
+2%
增持
SCHD
SCHWAB STRATEGIC TR
+$492.1K
28,212
+14%
增持
FDHY
FIDELITY COVINGTON TRUST
+$486.5K
59,690
+17%
减持
XLY
SELECT SECTOR SPDR TR
-$452.8K
19,218
-7%
建仓
HYS
PIMCO ETF TR
+$447.0K
5,008
增持
XLV
SELECT SECTOR SPDR TR
+$439.2K
15,010
+14%
减持
IHI
ISHARES TR
+$431.4K
90,553
-1%
减持
META
META PLATFORMS INC
-$410.8K
2,810
-49%
减持
VCR
VANGUARD WORLD FDS
-$394.0K
7,817
-13%
增持
FSTA
FIDELITY COVINGTON TRUST
+$391.8K
22,623
+46%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$356.6K
26,011
-6%
减持
DGRO
ISHARES TR
+$355.8K
73,537
-2%
增持
VPU
VANGUARD WORLD FDS
+$354.9K
19,092
+6%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$335.1K
26,694
-14%
减持
SRLN
SSGA ACTIVE ETF TR
-$306.0K
49,585
-13%
增持
RSPS
INVESCO EXCHANGE TRADED FD T
+$286.8K
17,094
+0%
建仓
SLB
SCHLUMBERGER LTD
+$286.0K
5,350
减持
IVV
ISHARES TR
+$285.6K
11,350
-0%
建仓
VEGI
ISHARES INC
+$258.2K
6,025
建仓
APO
APOLLO GLOBAL MGMT INC
+$255.2K
4,000
清仓
PSK
SPDR SER TR
-$252.0K
0
-100%
建仓
MRNA
MODERNA INC
+$240.7K
1,340
建仓
EDOW
FIRST TR EXCHANGE TRADED FD
+$228.8K
7,937
建仓
—
EXXON MOBIL CORP
+$228.5K
2,071
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$227.0K
0
-100%
增持
IYF
ISHARES TR
+$223.4K
10,659
+24%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$222.9K
11,437
+33%
增持
SPHY
SPDR SER TR
+$218.0K
44,182
+25%
建仓
MCD
MCDONALDS CORP
+$210.8K
800
减持
IWY
ISHARES TR
-$207.1K
82,236
-3%
建仓
RPM
RPM INTL INC
+$204.6K
2,100
建仓
ESGU
ISHARES TR
+$202.6K
2,390
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$196.1K
12,303
+0%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$192.7K
23,465
-17%
减持
VUG
VANGUARD INDEX FDS
-$181.1K
7,254
-10%
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$180.4K
16,561
+4%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$180.3K
9,447
+0%
增持
IYM
ISHARES TR
+$174.5K
7,722
+6%
增持
SPYG
SPDR SER TR
+$173.1K
22,047
+17%
减持
IXN
ISHARES TR
-$166.6K
17,476
-22%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$166.4K
43,960
-10%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$154.0K
247,834
+5%
增持
IYK
ISHARES TR
+$150.6K
6,557
+0%
减持
SDY
SPDR SER TR
+$148.9K
11,693
-1%
增持
FTEC
FIDELITY COVINGTON TRUST
+$148.0K
13,692
+9%
增持
FXN
FIRST TR EXCHANGE TRADED FD
+$140.8K
26,728
+32%
减持
IYC
ISHARES TR
-$137.0K
42,784
-3%
增持
FXZ
FIRST TR EXCHANGE TRADED FD
+$136.6K
12,091
+5%
增持
ARCC
ARES CAPITAL CORP
+$135.7K
84,717
+0%
增持
VTV
VANGUARD INDEX FDS
+$131.4K
2,525
+40%
增持
FDRR
FIDELITY COVINGTON TRUST
+$130.1K
17,467
+9%
增持
XLU
SELECT SECTOR SPDR TR
+$126.8K
9,061
+16%
减持
SOXX
ISHARES TR
-$121.6K
4,651
-15%
减持
IVE
ISHARES TR
+$107.9K
8,664
-3%
增持
FIDU
FIDELITY COVINGTON TRUST
+$105.3K
13,199
+2%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$101.7K
17,465
-30%
增持
TAN
INVESCO EXCH TRADED FD TR II
+$97.7K
10,223
+16%
增持
VOO
VANGUARD INDEX FDS
+$96.2K
3,695
+1%
减持
COST
COSTCO WHSL CORP NEW
-$90.8K
1,812
-7%
减持
IWF
ISHARES TR
-$79.7K
8,067
-6%
增持
UNH
UNITEDHEALTH GROUP INC
+$78.3K
1,121
+10%
减持
FPE
FIRST TR EXCH TRADED FD III
-$75.7K
68,648
-7%
减持
FDIS
FIDELITY COVINGTON TRUST
-$74.0K
11,892
-3%
减持
VGT
VANGUARD WORLD FDS
-$70.9K
6,904
-7%
增持
CI
CIGNA CORP NEW
+$69.6K
1,034
+5%
减持
GRID
FIRST TR EXCHANGE TRADED FD
+$68.3K
7,970
-4%
减持
SMH
VANECK ETF TRUST
-$65.2K
2,522
-19%
增持
IBB
ISHARES TR
+$64.8K
3,205
+5%
减持
CRM
SALESFORCE INC
-$63.8K
2,294
-10%
减持
XSD
SPDR SER TR
-$63.5K
3,005
-19%
增持
LQD
ISHARES TR
+$61.6K
13,626
+2%
增持
PJP
INVESCO EXCHANGE TRADED FD T
+$54.9K
5,992
+3%
减持
GOOGL
ALPHABET INC
-$50.6K
4,855
-3%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$48.8K
8,316
-6%
增持
FAN
FIRST TR EXCHANGE-TRADED FD
+$48.6K
18,454
+3%
减持
AMD
ADVANCED MICRO DEVICES INC
-$47.6K
8,636
-10%
减持
FAD
FIRST TR MULTI CAP GROWTH AL
+$47.1K
15,293
-2%
增持
SUSL
ISHARES TR
+$39.6K
8,229
+0%
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
-$36.9K
8,550
-12%
增持
GOOG
ALPHABET INC
-$34.6K
7,488
+3%
减持
IYW
ISHARES TR
-$32.8K
95,183
-2%
增持
JNJ
JOHNSON & JOHNSON
+$32.6K
2,455
+0%
减持
IJS
ISHARES TR
+$32.2K
4,142
-1%
减持
BBH
VANECK ETF TRUST
+$29.3K
1,980
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$29.2K
878
-3%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$28.9K
10,751
-4%
减持
ICLN
ISHARES TR
-$23.4K
10,812
-13%
增持
AAPL
APPLE INC
-$22.1K
14,368
+5%
减持
IUSG
ISHARES TR
+$21.3K
48,189
-1%
减持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$16.9K
27,301
-11%
增持
XMCRX
MFS CHARTER INCOME TR
+$15.1K
74,493
+0%
增持
CNRG
SPDR SER TR
+$14.2K
13,209
+5%
增持
MSFT
MICROSOFT CORP
+$12.6K
1,850
+0%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$12.5K
13,858
-3%
减持
XEVTX
EATON VANCE TAX ADVT DIV INC
+$12.2K
14,176
-1%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$7.9K
5,841
-1%
减持
PRN
INVESCO EXCHANGE TRADED FD T
-$1.6K
3,976
-6%
减持
FMB
FIRST TR EXCH TRADED FD III
-$1.5K
4,100
-4%
减持
NXTG
FIRST TR EXCHANGE TRADED FD
+$328
13,108
-9%
