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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 129 项
建仓 8
增持 48
减持 68
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
MINT
PIMCO ETF TR
-$1.3M
69,494
-16%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$1.2M
14,677
减持
IWY
ISHARES TR
+$1.1M
68,910
-2%
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
NVDA
NVIDIA CORPORATION
+$1.1M
2,410
+14%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$894.2K
107,935
+4%
建仓
ITB
ISHARES TR
+$791.6K
6,837
增持
SDVD
FIRST TR EXCH TRADED FD III
+$780.4K
52,826
+191%
建仓
AIQ
GLOBAL X FDS
+$775.8K
22,845
减持
AMZN
AMAZON COM INC
+$726.8K
25,688
-0%
减持
IHI
ISHARES TR
-$607.5K
44,171
-25%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$552.8K
67,180
+35%
增持
DGRO
ISHARES TR
+$541.7K
94,117
+3%
增持
MSFT
MICROSOFT CORP
+$501.4K
4,565
+21%
减持
IYW
ISHARES TR
+$495.7K
75,930
-4%
增持
LLY
ELI LILLY & CO
+$469.3K
1,378
+33%
减持
IVV
ISHARES TR
+$376.9K
10,360
-2%
增持
MOAT
VANECK ETF TRUST
+$356.2K
12,089
+40%
增持
PBDC
PUTNAM ETF TRUST
+$336.3K
67,592
+9%
减持
AAPL
APPLE INC
-$334.3K
14,951
-1%
增持
BND
VANGUARD BD INDEX FDS
+$326.6K
27,312
+21%
减持
VPU
VANGUARD WORLD FD
-$320.2K
2,080
-54%
建仓
EMXC
ISHARES INC
+$309.4K
5,375
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$300.4K
5,130
减持
IUSG
ISHARES TR
+$281.4K
33,535
-4%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$258.6K
27,007
+17%
增持
FIDU
FIDELITY COVINGTON TRUST
+$253.4K
15,512
+19%
清仓
BA
BOEING CO
-$251.5K
0
-100%
增持
SOXX
ISHARES TR
+$246.2K
8,625
+192%
增持
DSTL
ETF SER SOLUTIONS
+$245.0K
20,727
+17%
建仓
PAVE
GLOBAL X FDS
+$243.6K
6,120
增持
VBK
VANGUARD INDEX FDS
+$238.2K
3,664
+24%
清仓
XLU
SELECT SECTOR SPDR TR
-$234.0K
0
-100%
建仓
CLOI
VANECK ETF TRUST
+$233.5K
4,420
减持
BIL
SPDR SER TR
-$229.7K
9,977
-20%
清仓
XLF
SELECT SECTOR SPDR TR
-$225.5K
0
-100%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$219.5K
5,930
-38%
清仓
VEGI
ISHARES INC
-$218.3K
0
-100%
建仓
TECB
ISHARES TR
+$207.3K
4,330
增持
VO
VANGUARD INDEX FDS
+$204.8K
2,353
+43%
清仓
TFLO
ISHARES TR
-$200.9K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$200.7K
3,636
+3%
减持
VDC
VANGUARD WORLD FD
+$196.9K
17,695
-1%
减持
MA
MASTERCARD INCORPORATED
+$185.6K
3,914
-2%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$181.0K
7,747
-23%
减持
NEAR
ISHARES U S ETF TR
-$175.4K
17,064
-17%
减持
V
VISA INC
+$171.4K
9,317
-0%
增持
FCOM
FIDELITY COVINGTON TRUST
+$167.5K
15,269
+15%
减持
XLV
SELECT SECTOR SPDR TR
+$167.4K
18,421
-2%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$162.4K
16,459
+12%
减持
IAK
ISHARES TR
+$160.9K
15,609
-6%
减持
IWF
ISHARES TR
+$151.1K
6,928
-4%
增持
XDEC
FIRST TR EXCHNG TRADED FD VI
+$148.5K
22,211
+19%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$140.7K
18,726
+20%
减持
SPHY
SPDR SER TR
-$134.8K
58,311
-9%
减持
SPYG
SPDR SER TR
+$133.1K
19,692
-2%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$132.2K
38,074
+10%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$131.4K
12,129
+37%
增持
IWP
ISHARES TR
+$130.4K
6,315
+12%
减持
VOOV
VANGUARD ADMIRAL FDS INC
+$127.9K
11,564
-1%
增持
IWS
ISHARES TR
+$111.4K
5,148
+12%
增持
LQD
ISHARES TR
+$110.7K
13,478
+10%
增持
IWO
ISHARES TR
+$108.8K
3,438
+5%
减持
XLE
SELECT SECTOR SPDR TR
-$99.9K
11,159
-19%
减持
IYC
ISHARES TR
+$94.5K
31,774
-4%
增持
XSD
SPDR SER TR
+$92.0K
2,285
+17%
增持
AMD
ADVANCED MICRO DEVICES INC
+$91.3K
2,576
+2%
减持
IVE
ISHARES TR
+$89.9K
8,305
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$85.0K
45,355
-1%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$85.0K
7,790
-3%
减持
VGT
VANGUARD WORLD FD
+$83.1K
5,235
-5%
增持
HYS
PIMCO ETF TR
+$81.6K
6,203
+16%
增持
HD
HOME DEPOT INC
+$76.4K
2,004
+0%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$72.9K
19,695
-2%
增持
FNY
FIRST TR EXCHANGE-TRADED ALP
+$70.9K
7,650
+3%
增持
IYK
ISHARES TR
+$70.9K
18,965
+200%
增持
BIZD
VANECK ETF TRUST
+$69.9K
13,994
+35%
减持
FAD
FIRST TR MULTI CAP GROWTH AL
+$69.6K
11,975
-5%
增持
FDIS
FIDELITY COVINGTON TRUST
+$69.6K
9,732
+5%
增持
ARCC
ARES CAPITAL CORP
+$68.5K
85,349
+0%
增持
VTV
VANGUARD INDEX FDS
+$63.9K
3,440
+4%
增持
VB
VANGUARD INDEX FDS
+$61.8K
2,437
+5%
增持
VBR
VANGUARD INDEX FDS
+$61.2K
2,873
+6%
减持
XLY
SELECT SECTOR SPDR TR
-$61.2K
11,124
-6%
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$59.5K
21,843
-22%
增持
IWN
ISHARES TR
+$57.0K
2,805
+12%
减持
FIW
FIRST TR EXCHANGE-TRADED FD
+$56.9K
19,544
-4%
增持
XNOV
FIRST TR EXCHNG TRADED FD VI
+$55.1K
8,300
+22%
减持
CI
THE CIGNA GROUP
+$54.0K
964
-3%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$52.4K
4,366
-6%
减持
IYM
ISHARES TR
+$51.2K
5,571
-0%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$50.3K
4,175
-2%
减持
PJP
INVESCO EXCHANGE TRADED FD T
-$50.2K
4,515
-17%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$49.3K
2,982
+15%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$48.5K
4,635
-19%
增持
—
EXXON MOBIL CORP
+$41.4K
2,464
+1%
减持
CAT
CATERPILLAR INC
+$40.1K
775
-6%
减持
VUG
VANGUARD INDEX FDS
+$40.0K
6,423
-8%
减持
FDRR
FIDELITY COVINGTON TRUST
+$39.9K
18,973
-1%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$38.1K
6,503
+7%
减持
GOOGL
ALPHABET INC
+$37.5K
4,640
-2%
减持
XMAR
FIRST TR EXCHNG TRADED FD VI
-$36.5K
6,450
-16%
减持
MGK
VANGUARD WORLD FD
+$30.2K
1,831
-4%
减持
FDHY
FIDELITY COVINGTON TRUST
-$28.2K
36,682
-2%
减持
IYJ
ISHARES TR
+$27.2K
3,909
-4%
减持
FTEC
FIDELITY COVINGTON TRUST
-$27.2K
5,441
-11%
减持
RTX
RTX CORPORATION
+$26.7K
7,830
-11%
减持
VCR
VANGUARD WORLD FD
-$26.6K
4,355
-6%
减持
USFR
WISDOMTREE TR
-$24.8K
7,350
-6%
减持
RPV
INVESCO EXCHANGE TRADED FD T
+$24.4K
12,224
-5%
增持
FLTR
VANECK ETF TRUST
+$24.2K
10,613
+8%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
-$23.6K
66,660
-6%
减持
SRLN
SSGA ACTIVE ETF TR
-$23.4K
8,828
-6%
减持
GRID
FIRST TR EXCHANGE TRADED FD
+$21.1K
5,460
-5%
减持
IYF
ISHARES TR
+$16.7K
4,506
-7%
增持
BILS
SPDR SER TR
+$13.5K
7,615
+2%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$12.5K
27,562
+0%
减持
SLB
SCHLUMBERGER LTD
-$10.9K
6,390
-8%
减持
COST
COSTCO WHSL CORP NEW
+$8.8K
576
-8%
减持
VTI
VANGUARD INDEX FDS
+$8.6K
850
-5%
减持
JNJ
JOHNSON & JOHNSON
-$8.4K
2,233
-3%
增持
XMCRX
MFS CHARTER INCOME TR
-$7.7K
71,522
+0%
减持
NXTG
FIRST TR EXCHANGE TRADED FD
+$6.6K
8,368
-2%
减持
IJS
ISHARES TR
-$6.6K
4,557
-1%
减持
SCHD
SCHWAB STRATEGIC TR
+$3.2K
27,558
-5%
减持
FXZ
FIRST TR EXCHANGE TRADED FD
+$1.4K
8,621
-3%
减持
GOOG
ALPHABET INC
-$1.3K
6,603
-8%
减持
SDY
SPDR SER TR
+$849
9,816
-5%
减持
FMAY
FIRST TR EXCHNG TRADED FD VI
+$158
4,745
-4%
减持
FSTA
FIDELITY COVINGTON TRUST
-$49
16,312
-6%
