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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 143 项
建仓 20
增持 42
减持 72
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
MINT
PIMCO ETF TR
+$3.0M
83,131
+58%
建仓
BND
VANGUARD BD INDEX FDS
+$1.7M
22,529
增持
DGRO
ISHARES TR
+$1.6M
91,467
+38%
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
IWY
ISHARES TR
+$1.5M
70,274
+0%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.3M
49,890
减持
SPHY
SPDR SER TR
-$1.0M
64,278
-43%
减持
XLE
SELECT SECTOR SPDR TR
-$939.3K
13,757
-41%
减持
IYW
ISHARES TR
+$904.1K
79,507
-6%
减持
IHI
ISHARES TR
-$883.5K
59,208
-30%
增持
SOXX
ISHARES TR
+$771.6K
2,955
+50%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$758.8K
45,730
+40%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$698.9K
23,065
+131%
减持
VPU
VANGUARD WORLD FDS
-$697.0K
4,500
-56%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$693.4K
0
-100%
减持
IAK
ISHARES TR
-$665.5K
16,693
-35%
减持
LQD
ISHARES TR
-$650.3K
12,265
-38%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$641.5K
15,609
减持
AMZN
AMAZON COM INC
+$635.0K
25,713
-0%
增持
NVDA
NVIDIA CORPORATION
+$623.0K
2,118
+116%
建仓
IWP
ISHARES TR
+$590.4K
5,652
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$582.8K
28,079
-53%
增持
NEAR
ISHARES U S ETF TR
+$575.4K
20,515
+122%
建仓
IWS
ISHARES TR
+$533.8K
4,590
减持
SRLN
SSGA ACTIVE ETF TR
-$522.1K
9,424
-57%
减持
FDHY
FIDELITY COVINGTON TRUST
-$516.2K
37,328
-26%
减持
XLF
SELECT SECTOR SPDR TR
-$506.8K
5,998
-73%
增持
MSFT
MICROSOFT CORP
+$503.5K
3,774
+30%
增持
VUG
VANGUARD INDEX FDS
+$499.7K
6,983
+14%
减持
IVV
ISHARES TR
+$498.1K
10,614
-0%
建仓
VB
VANGUARD INDEX FDS
+$495.4K
2,322
增持
MOAT
VANECK ETF TRUST
+$470.9K
8,609
+151%
增持
AAPL
APPLE INC
+$446.5K
15,052
+5%
增持
IWO
ISHARES TR
+$446.3K
3,260
+94%
增持
PBDC
PUTNAM ETF TRUST
+$418.0K
61,777
+27%
增持
DSTL
ETF SER SOLUTIONS
+$406.1K
17,671
+69%
建仓
IWN
ISHARES TR
+$388.5K
2,501
建仓
VO
VANGUARD INDEX FDS
+$383.2K
1,647
建仓
SDVD
FIRST TR EXCH TRADED FD III
+$382.3K
18,128
增持
LLY
ELI LILLY & CO
+$366.4K
1,034
+135%
减持
VGT
VANGUARD WORLD FDS
+$359.3K
5,500
-1%
减持
XLV
SELECT SECTOR SPDR TR
-$334.4K
18,727
-17%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$334.2K
10,081
-32%
清仓
TIP
ISHARES TR
-$330.3K
0
-100%
清仓
TAN
INVESCO EXCH TRADED FD TR II
-$330.0K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$320.1K
29,146
+9%
减持
FTEC
FIDELITY COVINGTON TRUST
-$304.1K
6,092
-36%
建仓
SMH
VANECK ETF TRUST
+$303.4K
1,735
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$301.8K
20,164
-22%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$299.1K
2,600
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$295.4K
34,657
+45%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$290.9K
8,878
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$287.3K
14,749
+43%
增持
IWF
ISHARES TR
+$274.0K
7,204
+0%
清仓
XHE
SPDR SER TR
-$273.3K
0
-100%
增持
SPYG
SPDR SER TR
+$254.0K
20,096
+13%
建仓
BA
BOEING CO
+$251.5K
965
清仓
FAN
FIRST TR EXCHANGE-TRADED FD
-$250.0K
0
-100%
建仓
FLTR
VANECK ETF TRUST
+$246.6K
9,805
减持
VEGI
ISHARES INC
-$245.8K
5,715
-53%
减持
FSTA
FIDELITY COVINGTON TRUST
-$244.7K
17,391
-27%
减持
V
VISA INC
+$242.8K
9,329
-2%
清仓
CVX
CHEVRON CORP NEW
-$223.1K
0
-100%
建仓
XRT
SPDR SER TR
+$220.6K
3,050
减持
VOOV
VANGUARD ADMIRAL FDS INC
+$213.7K
11,664
-1%
建仓
XNOV
FIRST TR EXCHNG TRADED FD VI
+$213.7K
6,800
建仓
VTI
VANGUARD INDEX FDS
+$212.3K
895
清仓
PFXF
VANECK ETF TRUST
-$211.8K
0
-100%
清仓
BBH
VANECK ETF TRUST
-$209.5K
0
-100%
增持
BILS
SPDR SER TR
+$206.7K
7,502
+39%
建仓
FMAY
FIRST TR EXCHNG TRADED FD VI
+$204.9K
4,945
建仓
TFLO
ISHARES TR
+$200.9K
3,980
减持
FIW
FIRST TR EXCHANGE TRADED FD
+$176.1K
20,449
-4%
增持
VOO
VANGUARD INDEX FDS
+$173.9K
3,542
+1%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$170.8K
5,702
-40%
建仓
BIZD
VANECK ETF TRUST
+$166.6K
10,384
增持
VBR
VANGUARD INDEX FDS
+$164.7K
2,723
+33%
减持
XDEC
FIRST TR EXCHNG TRADED FD VI
-$157.5K
18,650
-23%
增持
FDIS
FIDELITY COVINGTON TRUST
+$157.0K
9,287
+13%
增持
BIL
SPDR SER TR
+$155.2K
12,535
+16%
增持
FCOM
FIDELITY COVINGTON TRUST
+$154.7K
13,227
+21%
减持
IYF
ISHARES TR
-$147.6K
4,851
-35%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$147.2K
104,054
-10%
减持
IVE
ISHARES TR
+$145.6K
8,405
-2%
减持
VDC
VANGUARD WORLD FDS
-$137.5K
17,885
-8%
减持
IYC
ISHARES TR
+$137.2K
33,127
-7%
减持
XLU
SELECT SECTOR SPDR TR
-$118.1K
3,695
-38%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$115.6K
0
-100%
减持
XLY
SELECT SECTOR SPDR TR
+$108.7K
11,783
-5%
增持
PRN
INVESCO EXCHANGE TRADED FD T
+$107.6K
3,871
+12%
减持
FAD
FIRST TR MULTI CAP GROWTH AL
+$103.6K
12,670
-4%
增持
USFR
WISDOMTREE TR
+$99.5K
7,850
+34%
减持
IUSG
ISHARES TR
+$96.4K
35,055
-6%
减持
SLB
SCHLUMBERGER LTD
-$95.9K
6,940
-11%
增持
FDRR
FIDELITY COVINGTON TRUST
+$95.4K
19,206
+2%
增持
VBK
VANGUARD INDEX FDS
+$94.0K
2,966
+2%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$92.0K
4,250
-6%
减持
RTX
RTX CORPORATION
+$90.0K
8,758
-3%
增持
COST
COSTCO WHSL CORP NEW
+$88.9K
626
+9%
减持
FXZ
FIRST TR EXCHANGE TRADED FD
-$87.7K
8,898
-20%
减持
IXN
ISHARES TR
+$83.7K
10,610
-4%
减持
AMD
ADVANCED MICRO DEVICES INC
-$83.5K
2,535
-43%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$80.8K
7,990
-19%
减持
HD
HOME DEPOT INC
+$80.6K
1,997
-1%
减持
CRM
SALESFORCE INC
+$79.6K
1,570
-5%
减持
NXTG
FIRST TR EXCHANGE TRADED FD
+$70.7K
8,557
-1%
增持
XSD
SPDR SER TR
+$68.9K
1,950
+3%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
+$68.7K
4,547
+5%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$67.9K
6,103
+6%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$66.2K
4,666
-11%
增持
ARCC
ARES CAPITAL CORP
+$63.9K
85,293
+1%
减持
IYM
ISHARES TR
+$61.7K
5,586
-1%
增持
IXJ
ISHARES TR
+$61.5K
6,735
+6%
减持
NFLX
NETFLIX INC
+$60.3K
600
-2%
减持
VIS
VANGUARD WORLD FDS
+$59.8K
2,695
-2%
减持
IYJ
ISHARES TR
+$49.7K
4,058
-1%
减持
FIDU
FIDELITY COVINGTON TRUST
+$49.5K
13,040
-6%
减持
IJS
ISHARES TR
+$45.0K
4,607
-4%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$43.8K
12,874
-14%
减持
MGK
VANGUARD WORLD FD
+$42.9K
1,906
-4%
减持
VCR
VANGUARD WORLD FDS
+$41.8K
4,631
-9%
增持
—
EXXON MOBIL CORP
-$41.5K
2,451
+1%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$41.5K
1,747
-20%
减持
XMAR
FIRST TR EXCHNG TRADED FD VI
-$38.4K
7,705
-16%
减持
SDY
SPDR SER TR
-$33.8K
10,302
-10%
增持
MCD
MCDONALDS CORP
+$33.6K
824
+3%
增持
SGOV
ISHARES TR
+$33.5K
4,400
+9%
减持
META
META PLATFORMS INC
+$29.6K
970
-7%
减持
UNH
UNITEDHEALTH GROUP INC
+$29.4K
1,366
-0%
减持
XMCRX
MFS CHARTER INCOME TR
+$29.1K
71,391
-3%
减持
ESGV
VANGUARD WORLD FD
-$26.5K
3,115
-20%
减持
SIGI
SELECTIVE INS GROUP INC
-$24.5K
2,440
-6%
减持
IYK
ISHARES TR
+$21.7K
6,320
-1%
减持
HYS
PIMCO ETF TR
-$20.3K
5,353
-7%
减持
FXG
FIRST TR EXCHANGE TRADED FD
-$13.3K
7,240
-7%
减持
EDOW
FIRST TR EXCHANGE TRADED FD
+$12.8K
7,459
-6%
减持
PJP
INVESCO EXCHANGE TRADED FD T
-$10.8K
5,415
-7%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
+$10.2K
70,665
-4%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$10.0K
27,509
+0%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$8.7K
9,102
-6%
减持
CAT
CATERPILLAR INC
+$7.8K
825
-5%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$7.7K
9,605
+1%
减持
JNJ
JOHNSON & JOHNSON
-$5.4K
2,307
-2%
减持
GRID
FIRST TR EXCHANGE TRADED FD
-$1.4K
5,775
-11%
