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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 121 项
建仓 10
增持 27
减持 79
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
MINT
PIMCO ETF TR
+$2.2M
52,457
+73%
减持
IHI
ISHARES TR
-$1.0M
84,103
-7%
减持
IWY
ISHARES TR
-$1.0M
70,108
-6%
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
VPU
VANGUARD WORLD FDS
-$816.5K
10,301
-31%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$735.1K
26,018
-26%
增持
BIL
SPDR SER TR
+$720.5K
10,786
+267%
减持
IYW
ISHARES TR
-$565.4K
84,401
-2%
建仓
BILS
SPDR SER TR
+$537.0K
5,400
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$528.1K
115,396
+11%
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$493.1K
9,990
减持
FDHY
FIDELITY COVINGTON TRUST
-$473.0K
50,439
-16%
建仓
DSTL
ETF SER SOLUTIONS
+$466.3K
10,445
建仓
NEAR
ISHARES U S ETF TR
+$461.0K
9,240
减持
VDC
VANGUARD WORLD FDS
-$449.9K
19,449
-6%
减持
LQD
ISHARES TR
-$446.7K
19,678
-13%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$434.8K
0
-100%
建仓
FCOM
FIDELITY COVINGTON TRUST
+$434.5K
10,941
减持
DGRO
ISHARES TR
-$409.1K
66,366
-7%
清仓
CNRG
SPDR SER TR
-$408.9K
0
-100%
建仓
SGOV
ISHARES TR
+$407.7K
4,050
清仓
QCLN
FIRST TR EXCHANGE-TRADED FD
-$394.7K
0
-100%
增持
PBDC
PUTNAM ETF TRUST
+$389.7K
48,657
+28%
减持
IUSG
ISHARES TR
-$385.9K
37,466
-7%
增持
RSPS
INVESCO EXCHANGE TRADED FD T
-$379.8K
73,518
+376%
减持
TAN
INVESCO EXCH TRADED FD TR II
-$361.6K
6,372
-34%
减持
FTEC
FIDELITY COVINGTON TRUST
-$351.8K
9,593
-18%
减持
SRLN
SSGA ACTIVE ETF TR
-$339.5K
21,875
-27%
增持
AAPL
APPLE INC
-$321.0K
14,319
+0%
建仓
USFR
WISDOMTREE TR
+$294.9K
5,860
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$286.7K
0
-100%
减持
FSTA
FIDELITY COVINGTON TRUST
-$280.5K
23,975
-16%
减持
RTX
RTX CORPORATION
-$278.9K
8,988
-5%
减持
FPE
FIRST TR EXCH TRADED FD III
-$272.8K
43,422
-28%
减持
AMD
ADVANCED MICRO DEVICES INC
-$271.4K
4,446
-30%
建仓
MOAT
VANECK ETF TRUST
+$259.8K
3,425
减持
XLF
SELECT SECTOR SPDR TR
-$259.2K
22,076
-25%
减持
IYF
ISHARES TR
-$243.8K
7,517
-30%
建仓
LLY
ELI LILLY & CO
+$236.3K
440
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$234.0K
60,358
-27%
减持
SCHD
SCHWAB STRATEGIC TR
-$219.7K
26,834
-8%
建仓
—
PIONEER NAT RES CO
+$216.9K
945
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$214.4K
23,942
+81%
减持
XLE
SELECT SECTOR SPDR TR
-$212.7K
23,152
-18%
减持
IAK
ISHARES TR
-$211.2K
25,498
-12%
减持
TIP
ISHARES TR
-$202.7K
3,185
-36%
减持
VGT
VANGUARD WORLD FDS
-$202.1K
5,550
-2%
清仓
PG
PROCTER AND GAMBLE CO
-$201.5K
0
-100%
减持
FIW
FIRST TR EXCHANGE TRADED FD
-$200.1K
21,298
-4%
增持
IXJ
ISHARES TR
+$198.3K
6,340
+66%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$198.1K
5,264
-8%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$195.6K
10,332
+74%
减持
XLV
SELECT SECTOR SPDR TR
-$189.4K
22,435
-3%
减持
IVV
ISHARES TR
-$182.2K
10,646
-0%
减持
SPHY
SPDR SER TR
-$177.4K
112,228
-5%
增持
FDIS
FIDELITY COVINGTON TRUST
+$177.1K
8,247
+52%
减持
SPYG
SPDR SER TR
-$171.4K
17,770
-11%
减持
IYC
ISHARES TR
-$170.8K
35,442
-1%
减持
AMZN
AMAZON COM INC
-$163.6K
25,738
-2%
减持
XSD
SPDR SER TR
-$147.2K
1,885
-19%
减持
FAN
FIRST TR EXCHANGE-TRADED FD
-$123.2K
17,255
-19%
减持
XDEC
FIRST TR EXCHNG TRADED FD VI
-$118.9K
24,085
-14%
增持
VBK
VANGUARD INDEX FDS
+$118.1K
2,909
+32%
减持
XHE
SPDR SER TR
-$117.3K
3,501
-12%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$115.7K
11,738
-2%
减持
IYK
ISHARES TR
-$108.6K
6,380
-2%
减持
FAD
FIRST TR MULTI CAP GROWTH AL
-$100.0K
13,170
-2%
增持
XLY
SELECT SECTOR SPDR TR
-$97.6K
12,412
+1%
减持
SDY
SPDR SER TR
-$94.9K
11,488
-1%
减持
V
VISA INC
-$94.7K
9,504
-1%
减持
GRID
FIRST TR EXCHANGE TRADED FD
-$94.0K
6,455
-3%
减持
XLU
SELECT SECTOR SPDR TR
-$91.9K
5,975
-12%
减持
IVE
ISHARES TR
-$91.9K
8,554
-2%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$89.6K
9,515
-14%
增持
MSFT
MICROSOFT CORP
+$84.1K
2,900
+19%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$80.9K
14,825
-6%
减持
IWF
ISHARES TR
-$79.8K
7,181
-1%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$77.7K
9,882
-3%
减持
IXN
ISHARES TR
-$76.1K
11,060
-4%
增持
VCR
VANGUARD WORLD FDS
+$74.8K
5,080
+11%
减持
FDRR
FIDELITY COVINGTON TRUST
-$72.5K
18,805
-4%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$71.0K
14,956
-1%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$61.0K
9,477
-13%
减持
SLB
SCHLUMBERGER LTD
+$57.2K
7,840
-4%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$57.1K
4,347
-15%
减持
MGK
VANGUARD WORLD FD
-$53.2K
1,991
-7%
增持
NVDA
NVIDIA CORPORATION
+$52.3K
979
+11%
减持
FIDU
FIDELITY COVINGTON TRUST
-$52.2K
13,838
-2%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$52.1K
9,642
-6%
减持
IJS
ISHARES TR
-$52.1K
4,818
-5%
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
-$49.8K
7,450
-4%
增持
VBR
VANGUARD INDEX FDS
+$47.5K
2,040
+21%
减持
FXZ
FIRST TR EXCHANGE TRADED FD
-$45.7K
11,126
-4%
减持
IYM
ISHARES TR
-$44.5K
5,621
-1%
减持
IYJ
ISHARES TR
-$42.4K
4,107
-5%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$41.1K
10,560
-23%
减持
GOOGL
ALPHABET INC
+$41.0K
4,745
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$40.6K
32,746
+3%
减持
XMCRX
MFS CHARTER INCOME TR
-$39.5K
73,864
-1%
减持
VTV
VANGUARD INDEX FDS
-$38.0K
3,320
-5%
增持
NXTG
FIRST TR EXCHANGE TRADED FD
-$33.7K
8,634
+0%
增持
CAT
CATERPILLAR INC
+$33.2K
865
+5%
减持
FXG
FIRST TR EXCHANGE TRADED FD
-$30.5K
7,790
-3%
减持
PJP
INVESCO EXCHANGE TRADED FD T
-$30.3K
5,843
-3%
减持
ARCC
ARES CAPITAL CORP
+$29.9K
84,464
-2%
减持
MA
MASTERCARD INCORPORATED
-$28.9K
3,984
-2%
减持
PFXF
VANECK ETF TRUST
-$28.5K
12,600
-7%
增持
—
EXXON MOBIL CORP
+$26.4K
2,437
+0%
减持
USMV
ISHARES TR
-$25.2K
6,465
-3%
减持
XMAR
FIRST TR EXCHNG TRADED FD VI
-$24.8K
9,220
-8%
增持
HYS
PIMCO ETF TR
+$23.2K
5,743
+6%
增持
JNJ
JOHNSON & JOHNSON
-$22.9K
2,357
+0%
减持
BBH
VANECK ETF TRUST
-$19.9K
1,345
-9%
增持
VUG
VANGUARD INDEX FDS
+$18.7K
6,137
+5%
减持
HD
HOME DEPOT INC
-$18.3K
2,024
-0%
增持
CRM
SALESFORCE INC
+$15.6K
1,645
+9%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$14.7K
27,453
+0%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$14.6K
5,738
-5%
减持
UNH
UNITEDHEALTH GROUP INC
+$14.0K
1,368
-3%
增持
VEGI
ISHARES INC
+$12.3K
12,190
+7%
减持
COST
COSTCO WHSL CORP NEW
-$10.1K
574
-8%
增持
VOO
VANGUARD INDEX FDS
-$8.2K
3,497
+3%