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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 138 项
建仓 7
增持 46
减持 83
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
MOAT
VANECK ETF TRUST
+$1.0M
33,094
+30%
减持
MINT
PIMCO ETF TR
-$992.9K
42,404
-19%
增持
COST
COSTCO WHSL CORP NEW
+$887.7K
1,707
+132%
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
BUFR
FIRST TR EXCHNG TRADED FD VI
+$666.3K
111,323
+21%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$656.5K
118,883
+3%
增持
DSTL
ETF SER SOLUTIONS
+$626.3K
30,519
+42%
增持
TECB
ISHARES TR
+$620.0K
22,711
+111%
增持
DGRO
ISHARES TR
+$568.7K
98,541
+1%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$545.2K
6,506
增持
DXJ
WISDOMTREE TR
+$403.1K
9,374
+79%
增持
ITB
ISHARES TR
+$383.5K
14,350
+1%
增持
AAPL
APPLE INC
+$355.9K
14,365
+1%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$352.3K
39,688
+11%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$344.0K
38,581
+7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$339.3K
49,323
+8%
增持
IAK
ISHARES TR
+$304.2K
15,628
+3%
清仓
FLTR
VANECK ETF TRUST
-$296.8K
0
-100%
减持
IWY
ISHARES TR
+$282.5K
67,323
-1%
增持
AIQ
GLOBAL X FDS
+$256.1K
57,174
+9%
减持
IVV
ISHARES TR
+$256.1K
10,257
-1%
增持
SDVD
FIRST TR EXCH TRADED FD III
+$251.0K
77,909
+10%
建仓
BSV
VANGUARD BD INDEX FDS
+$237.0K
3,012
减持
SOXX
ISHARES TR
-$229.9K
8,202
-5%
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$212.7K
1,454
增持
BIZD
VANECK ETF TRUST
+$211.9K
43,539
+46%
建仓
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$209.8K
6,914
建仓
FXO
FIRST TR EXCHANGE TRADED FD
+$209.6K
4,100
清仓
BA
BOEING CO
-$209.1K
0
-100%
建仓
SO
SOUTHERN CO
+$207.4K
2,300
增持
SCHD
SCHWAB STRATEGIC TR
+$204.5K
25,276
+2%
减持
FXZ
FIRST TR EXCHANGE TRADED FD
-$185.0K
5,596
-35%
减持
IYW
ISHARES TR
-$183.4K
72,628
-2%
减持
SGOV
ISHARES TR
-$181.3K
2,000
-47%
增持
BND
VANGUARD BD INDEX FDS
+$180.5K
31,001
+4%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$180.1K
38,061
+5%
减持
XLY
SELECT SECTOR SPDR TR
+$178.8K
10,887
-1%
减持
IHI
ISHARES TR
-$172.5K
36,064
-12%
增持
WMT
WALMART INC
+$171.5K
6,093
+29%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
-$167.4K
17,483
-27%
增持
XLV
SELECT SECTOR SPDR TR
+$166.4K
18,823
+0%
减持
IYC
ISHARES TR
+$157.0K
29,955
-2%
增持
VO
VANGUARD INDEX FDS
+$153.1K
3,685
+9%
增持
VUG
VANGUARD INDEX FDS
+$153.0K
6,642
+4%
减持
GOOG
ALPHABET INC
-$142.2K
6,369
-3%
减持
IUSG
ISHARES TR
+$137.6K
32,990
-0%
增持
HD
HOME DEPOT INC
+$134.4K
2,080
+1%
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$132.6K
13,355
-30%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$128.9K
22,434
+4%
减持
XLE
SELECT SECTOR SPDR TR
-$128.4K
9,503
-10%
增持
AMZN
AMAZON COM INC
-$127.4K
25,533
+1%
减持
RTX
RTX CORPORATION
+$126.9K
6,888
-2%
减持
VDC
VANGUARD WORLD FD
-$122.5K
13,584
-11%
减持
GOOGL
ALPHABET INC
-$120.5K
4,040
-7%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$120.2K
18,336
+4%
减持
BILS
SPDR SER TR
-$120.0K
6,800
-15%
减持
VOOV
VANGUARD ADMIRAL FDS INC
+$119.2K
10,914
-2%
减持
SDY
SPDR SER TR
+$114.9K
9,404
-2%
减持
MSFT
MICROSOFT CORP
-$112.7K
5,272
-1%
减持
USFR
WISDOMTREE TR
-$108.5K
4,100
-34%
减持
IVE
ISHARES TR
+$108.0K
8,306
-1%
减持
SRLN
SSGA ACTIVE ETF TR
-$100.8K
5,887
-29%
减持
VOO
VANGUARD INDEX FDS
-$97.9K
3,116
-11%
减持
UNH
UNITEDHEALTH GROUP INC
+$96.0K
1,284
-0%
减持
V
VISA INC
+$93.8K
9,188
-1%
减持
FTEC
FIDELITY COVINGTON TRUST
-$89.5K
4,670
-11%
减持
BIL
SPDR SER TR
-$79.2K
7,580
-10%
减持
XDEC
FIRST TR EXCHNG TRADED FD VI
-$78.3K
15,789
-14%
减持
FIDU
FIDELITY COVINGTON TRUST
+$78.2K
15,334
-3%
增持
SMOT
VANECK ETF TRUST
+$74.9K
9,993
+16%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$74.5K
11,800
+8%
减持
SLB
SCHLUMBERGER LTD
-$73.3K
4,990
-17%
增持
MGK
VANGUARD WORLD FD
+$71.0K
1,943
+10%
减持
IWF
ISHARES TR
+$65.5K
6,854
-0%
增持
CLOI
VANECK ETF TRUST
+$64.1K
7,617
+19%
增持
PBDC
PUTNAM ETF TRUST
+$64.0K
81,672
+5%
减持
META
META PLATFORMS INC
+$63.9K
966
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$63.5K
1,980
+13%
减持
PRN
INVESCO EXCHANGE TRADED FD T
+$63.5K
4,581
-4%
减持
FIW
FIRST TR EXCHANGE-TRADED FD
+$63.2K
18,180
-6%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$61.9K
16,726
-11%
减持
FDRR
FIDELITY COVINGTON TRUST
+$61.4K
19,125
-0%
增持
VTV
VANGUARD INDEX FDS
+$57.5K
2,930
+4%
减持
FDIS
FIDELITY COVINGTON TRUST
+$55.9K
8,887
-1%
增持
IYJ
ISHARES TR
+$54.1K
3,794
+0%
减持
IWO
ISHARES TR
-$53.8K
3,150
-13%
增持
ARCC
ARES CAPITAL CORP
+$51.8K
86,775
+2%
减持
SMH
VANECK ETF TRUST
-$51.0K
1,635
-6%
增持
IXJ
ISHARES TR
+$50.2K
6,810
+2%
减持
LQD
ISHARES TR
+$48.6K
12,338
-2%
减持
VBR
VANGUARD INDEX FDS
+$47.9K
3,155
-2%
减持
IYK
ISHARES TR
+$45.7K
17,580
-3%
增持
FCOM
FIDELITY COVINGTON TRUST
+$45.7K
15,026
+0%
减持
NEAR
ISHARES U S ETF TR
-$45.1K
14,189
-8%
增持
NXTG
FIRST TR EXCHANGE TRADED FD
+$44.4K
8,148
+0%
增持
IYF
ISHARES TR
+$41.6K
4,442
+0%
减持
HYS
PIMCO ETF TR
-$41.5K
3,710
-13%
建仓
—
CREATIVE MEDIA & CMNTY TR
+$39.4K
80,230
增持
NVDA
NVIDIA CORPORATION
+$39.3K
27,241
+3%
减持
LLY
ELI LILLY & CO
-$39.3K
1,693
-0%
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
+$38.5K
7,552
-1%
减持
IWN
ISHARES TR
-$37.4K
2,599
-16%
减持
FAD
FIRST TR MULTI CAP GROWTH AL
+$33.4K
10,986
-6%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$31.7K
7,060
-3%
减持
IWS
ISHARES TR
+$31.4K
5,458
-5%
减持
FSTA
FIDELITY COVINGTON TRUST
-$29.2K
11,988
-11%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$28.6K
3,841
-3%
减持
SPYG
SPDR SER TR
+$28.3K
18,227
-2%
减持
VGT
VANGUARD WORLD FD
+$28.0K
5,130
-1%
减持
IJS
ISHARES TR
-$27.9K
3,343
-16%
减持
XSD
SPDR SER TR
-$27.3K
2,240
-2%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$27.1K
8,750
-4%
减持
RPV
INVESCO EXCHANGE TRADED FD T
+$26.6K
11,603
-4%
减持
FDHY
FIDELITY COVINGTON TRUST
-$24.7K
23,437
-5%
减持
FDLO
FIDELITY COVINGTON TRUST
-$23.0K
5,250
-13%
减持
VIS
VANGUARD WORLD FD
+$22.8K
2,525
-6%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$22.5K
3,150
-1%
减持
PJP
INVESCO EXCHANGE TRADED FD T
-$20.0K
3,990
-11%
减持
SIGI
SELECTIVE INS GROUP INC
-$20.0K
2,240
-8%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$17.4K
48,155
-4%
减持
VB
VANGUARD INDEX FDS
+$15.5K
2,218
-5%
减持
EDOW
FIRST TR EXCHANGE-TRADED FD
+$14.6K
7,068
-1%
减持
IYM
ISHARES TR
-$14.4K
5,891
-8%
减持
CRM
SALESFORCE INC
+$13.9K
1,420
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$13.9K
730
-15%
减持
NFLX
NETFLIX INC
-$13.8K
580
-8%
减持
VCR
VANGUARD WORLD FD
+$13.6K
3,697
-7%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$13.1K
5,285
+0%
减持
—
EXXON MOBIL CORP
-$12.2K
6,219
-3%
减持
USMV
ISHARES TR
+$11.1K
5,790
-6%
减持
SPHY
SPDR SER TR
-$10.3K
50,614
-4%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$8.3K
3,021
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$8.2K
2,631
+1%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$8.0K
27,685
+0%
减持
IWP
ISHARES TR
+$6.8K
6,760
-5%
减持
CI
THE CIGNA GROUP
+$6.6K
939
-3%
减持
FXG
FIRST TR EXCHANGE TRADED FD
+$3.8K
5,935
-5%
减持
XMCRX
MFS CHARTER INCOME TR
-$3.3K
48,791
-6%
减持
EMXC
ISHARES INC
-$3.2K
7,445
-4%
