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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 123 项
建仓 13
增持 30
减持 77
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$4.1M
103,990
+334%
建仓
MINT
PIMCO ETF TR
+$3.0M
30,326
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$2.6M
35,307
-51%
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
PDBC
INVESCO ACTVELY MNGD ETC FD
-$2.5M
31,962
-84%
增持
SPHY
SPDR SER TR
+$1.5M
117,933
+124%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$1.5M
31,880
减持
IWY
ISHARES TR
+$1.2M
74,489
-2%
减持
IYW
ISHARES TR
+$1.2M
86,532
-2%
建仓
PBDC
PUTNAM ETF TRUST
+$1.1M
38,137
减持
TIP
ISHARES TR
-$1.1M
4,953
-66%
减持
FDHY
FIDELITY COVINGTON TRUST
-$760.1K
59,714
-20%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$687.4K
7,715
-63%
减持
AMZN
AMAZON COM INC
+$683.5K
26,353
-1%
减持
LQD
ISHARES TR
-$635.1K
22,695
-19%
减持
COST
COSTCO WHSL CORP NEW
-$583.9K
621
-66%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$555.6K
12,590
-65%
增持
XLV
SELECT SECTOR SPDR TR
+$450.9K
23,188
+14%
减持
AAPL
APPLE INC
+$394.0K
14,294
-1%
建仓
XHE
SPDR SER TR
+$390.6K
3,970
减持
CNRG
SPDR SER TR
-$388.2K
4,833
-47%
减持
XLE
SELECT SECTOR SPDR TR
-$368.5K
28,402
-12%
增持
MSFT
MICROSOFT CORP
+$356.2K
2,442
+48%
建仓
IXJ
ISHARES TR
+$324.2K
3,815
建仓
XMAR
FIRST TR EXCHNG TRADED FD VI
+$316.5K
10,060
减持
VPU
VANGUARD WORLD FDS
-$305.0K
14,984
-9%
减持
VGT
VANGUARD WORLD FDS
+$301.9K
5,665
-1%
减持
IYM
ISHARES TR
-$300.7K
5,671
-29%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
-$299.9K
15,460
-9%
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$290.1K
13,204
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$279.2K
5,927
建仓
VBR
VANGUARD INDEX FDS
+$277.9K
1,680
建仓
BIL
SPDR SER TR
+$270.0K
2,940
减持
IAK
ISHARES TR
-$255.2K
28,993
-11%
清仓
SMH
VANECK ETF TRUST
-$232.4K
0
-100%
增持
FTEC
FIDELITY COVINGTON TRUST
+$222.5K
11,720
+2%
减持
IVV
ISHARES TR
+$219.6K
10,666
-3%
清仓
VFH
VANGUARD WORLD FDS
-$216.2K
0
-100%
减持
IHI
ISHARES TR
+$214.8K
90,664
-0%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$213.7K
3,020
清仓
FXO
FIRST TR EXCHANGE TRADED FD
-$207.2K
0
-100%
建仓
CAT
CATERPILLAR INC
+$203.0K
825
建仓
PG
PROCTER AND GAMBLE CO
+$201.5K
1,328
增持
FDIS
FIDELITY COVINGTON TRUST
+$191.0K
5,442
+71%
减持
IWF
ISHARES TR
+$179.6K
7,231
-2%
减持
SRLN
SSGA ACTIVE ETF TR
-$172.4K
30,014
-13%
增持
FSTA
FIDELITY COVINGTON TRUST
+$157.7K
28,652
+13%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$152.6K
5,097
-37%
减持
IUSG
ISHARES TR
+$141.1K
40,340
-6%
减持
FPE
FIRST TR EXCH TRADED FD III
-$138.4K
60,503
-13%
减持
IYF
ISHARES TR
-$132.9K
10,800
-18%
增持
MA
MASTERCARD INCORPORATED
+$130.4K
4,084
+1%
减持
VUG
VANGUARD INDEX FDS
+$128.2K
5,840
-4%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$122.7K
15,794
-9%
减持
NVDA
NVIDIA CORPORATION
+$121.0K
883
-3%
减持
SCHD
SCHWAB STRATEGIC TR
-$119.9K
29,172
-5%
增持
DGRO
ISHARES TR
+$113.1K
71,729
+0%
减持
FXZ
FIRST TR EXCHANGE TRADED FD
-$110.1K
11,638
-11%
减持
CVX
CHEVRON CORP NEW
-$105.6K
1,323
-31%
减持
SPYG
SPDR SER TR
+$103.9K
20,076
-1%
减持
VDC
VANGUARD WORLD FDS
-$102.8K
20,585
-3%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$99.2K
10,915
-17%
减持
XLU
SELECT SECTOR SPDR TR
-$98.0K
6,785
-15%
减持
IYC
ISHARES TR
+$97.1K
35,742
-5%
减持
V
VISA INC
+$96.9K
9,604
-1%
减持
GOOG
ALPHABET INC
+$94.9K
7,143
-3%
增持
VBK
VANGUARD INDEX FDS
+$93.1K
2,198
+16%
减持
VOOV
VANGUARD ADMIRAL FDS INC
+$92.9K
11,953
-1%
减持
VCR
VANGUARD WORLD FDS
+$87.0K
4,568
-4%
增持
GOOGL
ALPHABET INC
+$86.3K
4,845
+2%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$81.2K
6,063
-27%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$77.9K
15,106
-8%
增持
ARCC
ARES CAPITAL CORP
+$76.8K
85,932
+2%
减持
META
META PLATFORMS INC
+$75.6K
1,045
-1%
增持
VIS
VANGUARD WORLD FDS
+$74.5K
2,740
+7%
增持
VEGI
ISHARES INC
+$74.0K
11,435
+27%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$71.7K
4,500
-1%
减持
VOO
VANGUARD INDEX FDS
+$70.5K
3,392
-3%
减持
FIW
FIRST TR EXCHANGE TRADED FD
+$68.1K
22,158
-2%
减持
IVE
ISHARES TR
+$67.2K
8,734
-1%
减持
FAD
FIRST TR MULTI CAP GROWTH AL
+$63.4K
13,445
-3%
增持
FIDU
FIDELITY COVINGTON TRUST
+$59.6K
14,087
+0%
减持
XLY
SELECT SECTOR SPDR TR
+$58.8K
12,342
-9%
减持
PFXF
VANECK ETF TRUST
-$55.9K
13,600
-19%
减持
AMD
ADVANCED MICRO DEVICES INC
-$55.8K
6,396
-20%
增持
TAN
INVESCO EXCH TRADED FD TR II
-$52.3K
9,684
+1%
减持
SOXX
ISHARES TR
+$49.6K
1,965
-8%
增持
FXN
FIRST TR EXCHANGE TRADED FD
+$48.7K
82,186
+3%
减持
NFLX
NETFLIX INC
+$48.5K
614
-4%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$42.8K
10,207
-4%
增持
FDRR
FIDELITY COVINGTON TRUST
+$40.0K
19,656
+2%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$36.0K
13,785
-18%
减持
CRM
SALESFORCE INC
-$35.2K
1,505
-15%
减持
GRID
FIRST TR EXCHANGE TRADED FD
+$35.0K
6,660
-2%
减持
SDY
SPDR SER TR
-$34.1K
11,553
-1%
减持
MGK
VANGUARD WORLD FD
+$33.4K
2,146
-7%
减持
BBH
VANECK ETF TRUST
-$29.1K
1,470
-8%
增持
VTV
VANGUARD INDEX FDS
+$27.7K
3,490
+3%
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
+$26.1K
7,750
-3%
增持
IJS
ISHARES TR
+$24.9K
5,068
+4%
减持
JNJ
JOHNSON & JOHNSON
+$24.5K
2,356
-0%
减持
CI
THE CIGNA GROUP
+$21.1K
989
-1%
减持
XEVTX
EATON VANCE TAX ADVT DIV INC
-$20.8K
13,000
-7%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$20.3K
11,025
+3%
减持
XLF
SELECT SECTOR SPDR TR
+$18.6K
29,412
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$17.7K
860
-4%
减持
—
EXXON MOBIL CORP
-$13.6K
2,425
-3%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$13.4K
10,292
+4%
减持
NXTG
FIRST TR EXCHANGE TRADED FD
+$12.3K
8,632
-1%
减持
XSD
SPDR SER TR
-$12.1K
2,335
-8%
减持
PRN
INVESCO EXCHANGE TRADED FD T
-$11.9K
3,471
-13%
减持
HYS
PIMCO ETF TR
-$10.7K
5,433
-2%
增持
SLB
SCHLUMBERGER LTD
+$10.0K
8,140
+3%
减持
IWO
ISHARES TR
+$9.5K
1,677
-4%
增持
FAN
FIRST TR EXCHANGE-TRADED FD
-$8.2K
21,365
+0%
增持
IYK
ISHARES TR
+$7.0K
6,484
+0%
减持
IYJ
ISHARES TR
+$5.3K
4,307
-4%
减持
UNH
UNITEDHEALTH GROUP INC
+$4.8K
1,406
-1%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$4.8K
5,694
+1%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$3.4K
27,401
+0%
增持
XMCRX
MFS CHARTER INCOME TR
+$2.3K
74,736
+0%
增持
PJP
INVESCO EXCHANGE TRADED FD T
-$2.2K
5,993
+0%
减持
USMV
ISHARES TR
+$585
6,635
-2%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$500
9,451
+0%
