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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 118 项
建仓 8
增持 38
减持 63
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
LQD
ISHARES TR
+$1.7M
28,185
+107%
增持
IAK
ISHARES TR
+$1.6M
32,741
+154%
减持
IYW
ISHARES TR
+$1.1M
88,217
-7%
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
SKYY
FIRST TR EXCHANGE TRADED FD
-$998.2K
8,067
-70%
建仓
XLF
SELECT SECTOR SPDR TR
+$972.9K
30,260
建仓
XDEC
FIRST TR EXCHNG TRADED FD VI
+$871.6K
27,920
增持
XLE
SELECT SECTOR SPDR TR
+$823.8K
32,282
+53%
增持
FDHY
FIDELITY COVINGTON TRUST
+$792.8K
74,949
+26%
增持
FXN
FIRST TR EXCHANGE TRADED FD
+$779.9K
79,686
+198%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$773.8K
203,178
-18%
减持
SOXX
ISHARES TR
-$671.3K
2,130
-54%
减持
IWY
ISHARES TR
+$658.5K
76,084
-7%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$634.7K
10,665
减持
TIP
ISHARES TR
-$619.9K
14,585
-30%
减持
SRLN
SSGA ACTIVE ETF TR
-$599.0K
34,468
-30%
增持
XLV
SELECT SECTOR SPDR TR
+$587.7K
20,291
+35%
清仓
SUSL
ISHARES TR
-$545.6K
0
-100%
增持
AMZN
AMAZON COM INC
+$524.0K
26,643
+0%
增持
AAPL
APPLE INC
+$511.7K
14,425
+0%
减持
VCR
VANGUARD WORLD FDS
-$505.3K
4,778
-39%
减持
VPU
VANGUARD WORLD FDS
-$492.7K
16,508
-14%
减持
MGK
VANGUARD WORLD FD
-$478.7K
2,306
-58%
减持
FDIS
FIDELITY COVINGTON TRUST
-$466.0K
3,177
-73%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$457.7K
17,285
+51%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$452.7K
13,121
-44%
减持
XLY
SELECT SECTOR SPDR TR
-$445.3K
13,622
-29%
清仓
IBB
ISHARES TR
-$420.8K
0
-100%
建仓
VBK
VANGUARD INDEX FDS
+$411.8K
1,903
建仓
CVX
CHEVRON CORP NEW
+$313.8K
1,923
减持
CNRG
SPDR SER TR
-$286.1K
9,195
-30%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$284.6K
4,525
-46%
减持
SMH
VANECK ETF TRUST
-$279.4K
883
-65%
建仓
NVDA
NVIDIA CORPORATION
+$252.5K
909
清仓
XRT
SPDR SER TR
-$244.8K
0
-100%
清仓
MRNA
MODERNA INC
-$240.7K
0
-100%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$234.3K
35,856
-18%
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$232.6K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$225.0K
8,003
-7%
建仓
NFLX
NETFLIX INC
+$221.9K
642
增持
SPHY
SPDR SER TR
+$221.2K
52,579
+19%
建仓
VFH
VANGUARD WORLD FDS
+$216.2K
2,776
清仓
ICLN
ISHARES TR
-$214.6K
0
-100%
清仓
FMB
FIRST TR EXCH TRADED FD III
-$205.5K
0
-100%
清仓
RPM
RPM INTL INC
-$204.6K
0
-100%
清仓
ESGU
ISHARES TR
-$202.6K
0
-100%
减持
NXTG
FIRST TR EXCHANGE TRADED FD
-$192.0K
8,740
-33%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$179.9K
8,341
-40%
减持
ESGV
VANGUARD WORLD FD
-$174.6K
3,875
-44%
减持
IVV
ISHARES TR
+$173.7K
11,030
-3%
减持
IXN
ISHARES TR
-$157.8K
11,510
-34%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$145.3K
20,718
-20%
减持
V
VISA INC
+$144.0K
9,686
-1%
增持
IHI
ISHARES TR
+$143.7K
90,849
+0%
增持
IYF
ISHARES TR
+$134.3K
13,195
+24%
减持
IUSG
ISHARES TR
-$130.7K
42,781
-11%
增持
FSTA
FIDELITY COVINGTON TRUST
+$129.9K
25,330
+12%
增持
FXZ
FIRST TR EXCHANGE TRADED FD
+$124.5K
13,122
+9%
增持
VEGI
ISHARES INC
+$119.6K
8,980
+49%
减持
META
META PLATFORMS INC
-$113.8K
1,059
-62%
增持
VTV
VANGUARD INDEX FDS
+$113.8K
3,390
+34%
增持
SCHD
SCHWAB STRATEGIC TR
+$107.2K
30,595
+8%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$106.2K
5,656
-3%
减持
GOOG
ALPHABET INC
+$104.8K
7,396
-1%
增持
SLB
SCHLUMBERGER LTD
+$103.8K
7,940
+48%
减持
XLU
SELECT SECTOR SPDR TR
-$96.9K
8,007
-12%
增持
ORCL
ORACLE CORP
+$95.5K
5,000
+11%
减持
FAD
FIRST TR MULTI CAP GROWTH AL
-$94.8K
13,840
-10%
减持
FIW
FIRST TR EXCHANGE TRADED FD
+$94.4K
22,652
-0%
减持
DGRO
ISHARES TR
-$93.7K
71,677
-3%
增持
IYM
ISHARES TR
+$91.7K
7,962
+3%
增持
COST
COSTCO WHSL CORP NEW
+$90.9K
1,848
+2%
减持
CI
THE CIGNA GROUP
-$86.2K
1,003
-3%
增持
FDRR
FIDELITY COVINGTON TRUST
+$84.3K
19,194
+10%
增持
IVE
ISHARES TR
+$83.8K
8,834
+2%
减持
IWF
ISHARES TR
+$82.0K
7,409
-8%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$80.2K
71,882
+4%
增持
IJS
ISHARES TR
+$78.7K
4,883
+18%
增持
UNH
UNITEDHEALTH GROUP INC
+$76.7K
1,420
+27%
增持
FIDU
FIDELITY COVINGTON TRUST
+$72.2K
14,020
+6%
减持
JNJ
JOHNSON & JOHNSON
-$68.1K
2,358
-4%
减持
GOOGL
ALPHABET INC
+$65.2K
4,759
-2%
增持
FAN
FIRST TR EXCHANGE-TRADED FD
+$61.8K
21,358
+16%
增持
HYS
PIMCO ETF TR
+$59.1K
5,543
+11%
减持
BBH
VANECK ETF TRUST
-$57.8K
1,595
-19%
减持
CRM
SALESFORCE INC
+$49.0K
1,768
-23%
增持
FPE
FIRST TR EXCH TRADED FD III
-$48.6K
69,215
+1%
增持
—
EXXON MOBIL CORP
+$45.3K
2,496
+21%
减持
VOOV
VANGUARD ADMIRAL FDS INC
+$45.1K
12,053
-2%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$42.0K
16,461
-1%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$41.2K
23,952
-4%
增持
PFXF
VANECK ETF TRUST
+$40.8K
16,785
+10%
减持
IYK
ISHARES TR
-$37.9K
6,483
-1%
减持
VDC
VANGUARD WORLD FDS
+$37.9K
21,215
-0%
减持
MSFT
MICROSOFT CORP
+$31.8K
1,649
-11%
减持
GRID
FIRST TR EXCHANGE TRADED FD
-$30.2K
6,810
-15%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$28.0K
9,449
+0%
减持
ARCC
ARES CAPITAL CORP
-$26.9K
84,150
-1%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
-$26.5K
16,947
-1%
减持
XSD
SPDR SER TR
+$26.3K
2,535
-16%
减持
MA
MASTERCARD INCORPORATED
+$24.0K
4,061
-3%
减持
VUG
VANGUARD INDEX FDS
-$21.6K
6,111
-16%
减持
FTEC
FIDELITY COVINGTON TRUST
+$14.6K
11,484
-16%
减持
VOO
VANGUARD INDEX FDS
+$12.8K
3,486
-6%
增持
SDY
SPDR SER TR
-$12.7K
11,723
+0%
增持
XMCRX
MFS CHARTER INCOME TR
+$11.2K
74,612
+0%
减持
IYC
ISHARES TR
+$9.6K
37,821
-12%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$8.2K
10,652
-1%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$7.5K
27,351
+0%
增持
FXG
FIRST TR EXCHANGE TRADED FD
+$7.0K
7,990
+3%
减持
XEVTX
EATON VANCE TAX ADVT DIV INC
-$6.7K
14,000
-1%
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
-$6.2K
8,000
-6%
减持
IWO
ISHARES TR
+$5.5K
1,752
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.4K
892
+2%
减持
SPYG
SPDR SER TR
+$3.8K
20,248
-8%
减持
IYJ
ISHARES TR
-$2.6K
4,507
-4%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$2.6K
16,785
-4%
减持
VGT
VANGUARD WORLD FDS
-$2.2K
5,715
-17%
减持
TAN
INVESCO EXCH TRADED FD TR II
-$1.7K
9,583
-6%