小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 141 项
建仓 8
增持 51
减持 76
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
MINT
PIMCO ETF TR
-$1.7M
52,285
-25%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.7M
36,121
+146%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
-$1.5M
23,956
-64%
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
MOAT
VANECK ETF TRUST
+$1.1M
25,369
+110%
增持
AIQ
GLOBAL X FDS
+$1.1M
52,457
+130%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
26,460
+998%
减持
IWY
ISHARES TR
+$1.1M
67,742
-2%
减持
IYW
ISHARES TR
+$940.2K
74,387
-2%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$819.4K
115,531
+7%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$782.8K
92,017
+37%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$782.3K
36,087
+198%
增持
ITB
ISHARES TR
+$648.9K
14,254
+108%
建仓
DXJ
WISDOMTREE TR
+$590.5K
5,234
减持
FDHY
FIDELITY COVINGTON TRUST
-$580.4K
24,709
-33%
减持
VDC
VANGUARD WORLD FD
-$521.8K
15,221
-14%
增持
LLY
ELI LILLY & CO
+$467.1K
1,700
+23%
增持
MSFT
MICROSOFT CORP
+$460.4K
5,327
+17%
增持
—
EXXON MOBIL CORP
+$454.8K
6,439
+161%
减持
AAPL
APPLE INC
+$427.3K
14,201
-5%
增持
PBDC
PUTNAM ETF TRUST
+$403.5K
77,848
+15%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$359.4K
35,826
+33%
建仓
JPM
JPMORGAN CHASE & CO.
+$354.0K
1,750
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$338.1K
10,965
+114%
增持
TECB
ISHARES TR
+$336.1K
10,780
+149%
建仓
WMT
WALMART INC
+$320.5K
4,733
增持
SDVD
FIRST TR EXCH TRADED FD III
+$305.0K
70,544
+34%
清仓
VPU
VANGUARD WORLD FD
-$296.6K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$290.0K
24,846
-10%
减持
IUSG
ISHARES TR
+$283.5K
33,057
-1%
减持
IHI
ISHARES TR
-$279.7K
41,190
-7%
建仓
SMOT
VANECK ETF TRUST
+$275.1K
8,608
增持
BIZD
VANECK ETF TRUST
+$272.6K
29,754
+113%
清仓
XNOV
FIRST TR EXCHNG TRADED FD VI
-$268.8K
0
-100%
减持
AMZN
AMAZON COM INC
+$251.4K
25,278
-2%
建仓
BOND
PIMCO ETF TR
+$249.7K
2,741
清仓
—
PIONEER NAT RES CO
-$248.1K
0
-100%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$237.1K
50,006
+31%
减持
VGT
VANGUARD WORLD FD
+$235.5K
5,169
-1%
建仓
CVX
CHEVRON CORP NEW
+$235.3K
1,504
减持
MA
MASTERCARD INCORPORATED
-$231.1K
3,749
-4%
增持
VO
VANGUARD INDEX FDS
+$231.1K
3,383
+44%
清仓
VTI
VANGUARD INDEX FDS
-$220.9K
0
-100%
清仓
FTSL
FIRST TR EXCHANGE-TRADED FD
-$214.2K
0
-100%
减持
IVV
ISHARES TR
+$213.6K
10,344
-0%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$213.5K
0
-100%
建仓
BA
BOEING CO
+$209.1K
1,149
建仓
PANW
PALO ALTO NETWORKS INC
+$208.5K
615
增持
COST
COSTCO WHSL CORP NEW
+$203.6K
736
+28%
减持
GOOG
ALPHABET INC
+$201.8K
6,581
-0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$192.4K
5,262
-32%
减持
VUG
VANGUARD INDEX FDS
+$186.1K
6,409
-0%
减持
HYS
PIMCO ETF TR
-$184.0K
4,270
-31%
减持
VBK
VANGUARD INDEX FDS
-$181.6K
3,093
-16%
减持
SOXX
ISHARES TR
+$172.8K
8,601
-0%
减持
IWF
ISHARES TR
+$172.1K
6,878
-1%
减持
V
VISA INC
-$167.8K
9,268
-1%
增持
BND
VANGUARD BD INDEX FDS
+$164.4K
29,813
+9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$162.4K
21,586
+15%
增持
EMXC
ISHARES INC
+$148.8K
7,740
+44%
增持
DGRO
ISHARES TR
+$144.3K
97,358
+3%
减持
BIL
SPDR SER TR
-$140.8K
8,445
-15%
减持
SPHY
SPDR SER TR
-$140.4K
52,844
-9%
减持
VCR
VANGUARD WORLD FD
-$138.3K
3,987
-8%
减持
FSTA
FIDELITY COVINGTON TRUST
-$134.9K
13,526
-17%
减持
XMCRX
MFS CHARTER INCOME TR
-$129.6K
51,657
-28%
减持
IYC
ISHARES TR
-$127.3K
30,478
-4%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$124.5K
11,164
-3%
减持
XDEC
FIRST TR EXCHNG TRADED FD VI
-$124.2K
18,269
-18%
增持
ORCL
ORACLE CORP
+$123.6K
5,323
+6%
减持
LQD
ISHARES TR
-$122.8K
12,559
-7%
减持
IAK
ISHARES TR
-$119.7K
15,166
-3%
增持
CLOI
VANECK ETF TRUST
+$106.4K
6,420
+45%
减持
VTV
VANGUARD INDEX FDS
-$106.3K
2,830
-18%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$106.3K
18,808
-5%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$101.4K
4,230
-29%
增持
XMAR
FIRST TR EXCHNG TRADED FD VI
+$98.3K
9,115
+41%
减持
CRM
SALESFORCE INC
-$98.1K
1,458
-7%
增持
PRN
INVESCO EXCHANGE TRADED FD T
+$97.2K
4,780
+23%
减持
FXG
FIRST TR EXCHANGE TRADED FD
-$94.1K
6,235
-14%
减持
XLE
SELECT SECTOR SPDR TR
-$90.7K
10,563
-5%
减持
GOOGL
ALPHABET INC
+$90.2K
4,340
-6%
减持
NEAR
ISHARES U S ETF TR
-$88.9K
15,341
-10%
减持
IYK
ISHARES TR
-$87.7K
18,173
-4%
减持
IJS
ISHARES TR
-$80.5K
3,987
-13%
增持
IYM
ISHARES TR
+$76.0K
6,421
+15%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$76.0K
12,049
-1%
减持
FDIS
FIDELITY COVINGTON TRUST
-$72.6K
9,012
-7%
减持
FIW
FIRST TR EXCHANGE-TRADED FD
-$71.1K
19,248
-2%
减持
SLB
SCHLUMBERGER LTD
-$67.6K
5,990
-6%
减持
SDY
SPDR SER TR
-$67.3K
9,600
-2%
增持
IWP
ISHARES TR
+$65.3K
7,124
+13%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$64.0K
7,315
-6%
增持
NFLX
NETFLIX INC
+$60.8K
630
+5%
减持
SGOV
ISHARES TR
-$60.4K
3,800
-14%
增持
HD
HOME DEPOT INC
-$60.2K
2,058
+3%
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$59.9K
19,188
-12%
减持
FAD
FIRST TR MULTI CAP GROWTH AL
-$57.6K
11,650
-3%
减持
FTEC
FIDELITY COVINGTON TRUST
+$56.5K
5,273
-3%
减持
RTX
RTX CORPORATION
-$56.0K
7,049
-10%
减持
USFR
WISDOMTREE TR
-$55.2K
6,250
-15%
增持
FXZ
FIRST TR EXCHANGE TRADED FD
-$54.9K
8,642
+0%
减持
VB
VANGUARD INDEX FDS
-$46.6K
2,342
-4%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$45.3K
3,941
-10%
增持
IWS
ISHARES TR
+$45.2K
5,718
+11%
减持
XLY
SELECT SECTOR SPDR TR
-$43.1K
10,979
-1%
减持
SPYG
SPDR SER TR
+$43.0K
18,513
-6%
增持
AMD
ADVANCED MICRO DEVICES INC
-$41.4K
2,611
+1%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$41.0K
17,635
+7%
增持
FDRR
FIDELITY COVINGTON TRUST
+$40.3K
19,140
+1%
增持
BILS
SPDR SER TR
+$40.1K
8,022
+5%
减持
IYJ
ISHARES TR
-$38.3K
3,793
-3%
增持
VBR
VANGUARD INDEX FDS
+$34.3K
3,208
+12%
减持
MGK
VANGUARD WORLD FD
+$29.8K
1,765
-4%
增持
FLTR
VANECK ETF TRUST
+$26.0K
11,633
+10%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$25.8K
3,186
+7%
增持
IWN
ISHARES TR
+$25.5K
3,092
+10%
减持
FCOM
FIDELITY COVINGTON TRUST
+$25.2K
14,971
-2%
减持
SRLN
SSGA ACTIVE ETF TR
-$25.1K
8,292
-6%
增持
FIDU
FIDELITY COVINGTON TRUST
-$23.4K
15,733
+1%
减持
USMV
ISHARES TR
-$22.7K
6,165
-5%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$22.3K
6,104
-6%
增持
IVE
ISHARES TR
-$21.7K
8,405
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$20.9K
1,286
-6%
增持
CAT
CATERPILLAR INC
+$19.7K
912
+18%
增持
JNJ
JOHNSON & JOHNSON
-$19.4K
2,284
+2%
减持
GRID
FIRST TR EXCHANGE TRADED FD
-$18.5K
5,254
-4%
增持
IWO
ISHARES TR
+$17.5K
3,613
+5%
减持
EDOW
FIRST TR EXCHANGE-TRADED FD
-$17.2K
7,161
-4%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$16.1K
3,950
-5%
增持
DSTL
ETF SER SOLUTIONS
-$12.3K
21,504
+4%
减持
ARCC
ARES CAPITAL CORP
-$11.7K
84,705
-1%
增持
XLV
SELECT SECTOR SPDR TR
+$11.4K
18,750
+2%
减持
IYF
ISHARES TR
-$11.1K
4,440
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$10.0K
45,841
+1%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$9.3K
4,453
-2%
减持
IXJ
ISHARES TR
-$9.1K
6,660
-1%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$8.5K
27,624
+0%
减持
FDLO
FIDELITY COVINGTON TRUST
-$6.0K
6,050
-3%
减持
VOO
VANGUARD INDEX FDS
-$5.6K
3,484
-4%
减持
PJP
INVESCO EXCHANGE TRADED FD T
+$5.1K
4,465
-1%
减持
NXTG
FIRST TR EXCHANGE TRADED FD
+$4.0K
8,144
-3%
