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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 148 项
建仓 7
增持 81
减持 54
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
VYM
VANGUARD WHITEHALL FDS
+$2.1M
16,767
增持
IWF
ISHARES TR
+$1.4M
9,828
+43%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$1.2M
15,026
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
DSTL
ETF SER SOLUTIONS
+$1.2M
53,137
+74%
建仓
IWD
ISHARES TR
+$981.9K
5,304
增持
AMZN
AMAZON COM INC
+$960.0K
26,061
+2%
减持
IWY
ISHARES TR
+$805.0K
66,389
-1%
增持
NVDA
NVIDIA CORPORATION
+$515.2K
28,471
+5%
增持
TECB
ISHARES TR
+$484.7K
30,986
+36%
减持
XLV
SELECT SECTOR SPDR TR
-$482.6K
17,566
-7%
建仓
UCON
FIRST TR EXCHNG TRADED FD VI
+$452.0K
18,335
增持
SDVD
FIRST TR EXCH TRADED FD III
+$444.1K
100,526
+29%
建仓
VIOO
VANGUARD ADMIRAL FDS INC
+$421.4K
3,974
增持
SCHD
SCHWAB STRATEGIC TR
+$406.0K
93,065
+268%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$405.4K
49,932
+31%
增持
MOAT
VANECK ETF TRUST
+$355.4K
38,435
+16%
减持
V
VISA INC
+$353.7K
9,113
-1%
增持
MINT
PIMCO ETF TR
+$339.2K
45,932
+8%
增持
AAPL
APPLE INC
+$284.7K
14,502
+1%
增持
BIZD
VANECK ETF TRUST
+$282.3K
60,333
+39%
增持
ITB
ISHARES TR
-$262.1K
15,106
+5%
增持
IWO
ISHARES TR
+$261.8K
4,018
+28%
增持
VUG
VANGUARD INDEX FDS
+$261.0K
6,849
+3%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$254.8K
1,159
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$253.3K
0
-100%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$235.7K
8,229
-30%
增持
VO
VANGUARD INDEX FDS
+$233.8K
4,566
+24%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$222.1K
59,115
+20%
增持
BSX
BOSTON SCIENTIFIC CORP
+$220.6K
8,574
+32%
增持
GOOG
ALPHABET INC
+$218.2K
6,738
+6%
清仓
FXN
FIRST TR EXCHANGE TRADED FD
-$216.6K
0
-100%
增持
SMOT
VANECK ETF TRUST
+$215.8K
16,416
+64%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$212.7K
0
-100%
清仓
SLB
SCHLUMBERGER LTD
-$209.3K
0
-100%
清仓
SO
SOUTHERN CO
-$207.4K
0
-100%
清仓
USFR
WISDOMTREE TR
-$205.9K
0
-100%
减持
IYM
ISHARES TR
-$205.6K
5,226
-11%
建仓
QTUM
ETF SER SOLUTIONS
+$204.5K
2,520
增持
JPM
JPMORGAN CHASE & CO.
+$195.5K
2,557
+29%
减持
XLY
SELECT SECTOR SPDR TR
+$194.2K
10,589
-3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$192.9K
28,755
+28%
减持
BIL
SPDR SER TR
-$190.8K
5,524
-27%
增持
SPHY
SPDR SER TR
+$189.4K
59,933
+18%
增持
VBR
VANGUARD INDEX FDS
+$180.2K
4,105
+30%
减持
LQD
ISHARES TR
-$168.2K
11,472
-7%
增持
PRN
INVESCO EXCHANGE TRADED FD T
+$163.6K
5,622
+23%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$162.7K
10,400
-5%
减持
FSTA
FIDELITY COVINGTON TRUST
-$161.8K
9,108
-24%
增持
VBK
VANGUARD INDEX FDS
+$158.4K
3,519
+14%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$153.3K
3,616
-6%
增持
MSFT
MICROSOFT CORP
+$151.3K
5,741
+9%
减持
IYC
ISHARES TR
+$150.1K
28,961
-3%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$149.6K
104,293
-6%
减持
UNH
UNITEDHEALTH GROUP INC
-$149.1K
1,190
-7%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$148.6K
55,081
+14%
增持
COST
COSTCO WHSL CORP NEW
+$147.1K
1,812
+6%
增持
DXJ
WISDOMTREE TR
+$144.6K
10,321
+10%
减持
IUSG
ISHARES TR
+$141.9K
32,247
-2%
增持
GOOGL
ALPHABET INC
+$139.2K
4,275
+6%
增持
FIW
FIRST TR EXCHANGE-TRADED FD
-$132.0K
18,183
+0%
减持
FXZ
FIRST TR EXCHANGE TRADED FD
-$130.0K
4,315
-23%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$124.8K
15,872
-5%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$123.4K
45,520
+15%
减持
BILS
SPDR SER TR
-$122.7K
5,592
-18%
减持
VCR
VANGUARD WORLD FD
+$122.0K
3,679
-0%
减持
NEAR
ISHARES U S ETF TR
-$121.4K
11,994
-15%
增持
META
META PLATFORMS INC
+$119.8K
1,149
+19%
减持
XDEC
FIRST TR EXCHNG TRADED FD VI
-$118.1K
12,399
-21%
增持
CRM
SALESFORCE INC
+$116.0K
1,509
+6%
增持
SOXX
ISHARES TR
-$115.0K
8,243
+0%
减持
IXJ
ISHARES TR
-$111.0K
6,485
-5%
减持
IVV
ISHARES TR
+$110.6K
10,238
-0%
增持
LLY
ELI LILLY & CO
-$108.6K
1,802
+6%
增持
AIQ
GLOBAL X FDS
+$108.1K
57,796
+1%
减持
IHI
ISHARES TR
-$100.2K
34,884
-3%
减持
FDHY
FIDELITY COVINGTON TRUST
-$97.5K
21,931
-6%
减持
VGT
VANGUARD WORLD FD
+$95.0K
4,991
-3%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$93.5K
19,938
+9%
减持
XMAR
FIRST TR EXCHNG TRADED FD VI
-$90.0K
6,450
-29%
增持
PBDC
PUTNAM ETF TRUST
+$89.6K
82,781
+1%
增持
IYK
ISHARES TR
-$87.1K
17,587
+0%
增持
SMH
VANECK ETF TRUST
+$85.7K
2,011
+23%
增持
ARCC
ARES CAPITAL CORP
+$84.3K
86,861
+0%
增持
IAK
ISHARES TR
+$82.7K
16,601
+6%
增持
WMT
WALMART INC
+$82.0K
6,353
+4%
增持
SRLN
SSGA ACTIVE ETF TR
+$81.3K
7,839
+33%
减持
APO
APOLLO GLOBAL MGMT INC
+$78.4K
3,500
-13%
减持
FDRR
FIDELITY COVINGTON TRUST
-$75.3K
17,704
-7%
增持
BND
VANGUARD BD INDEX FDS
-$74.6K
31,343
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
-$73.8K
2,963
+13%
增持
SDY
SPDR SER TR
-$72.8K
9,561
+2%
减持
ORCL
ORACLE CORP
-$60.5K
5,080
-5%
减持
XSD
SPDR SER TR
-$59.9K
1,925
-14%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$59.8K
10,774
-7%
减持
IWP
ISHARES TR
+$56.9K
6,705
-1%
增持
CVX
CHEVRON CORP NEW
+$54.4K
1,905
+27%
增持
CI
THE CIGNA GROUP
-$52.8K
987
+5%
减持
MA
MASTERCARD INCORPORATED
+$51.9K
3,614
-4%
增持
VDC
VANGUARD WORLD FD
-$51.5K
13,797
+2%
增持
PANW
PALO ALTO NETWORKS INC
+$50.0K
1,430
+133%
减持
FIDU
FIDELITY COVINGTON TRUST
-$49.6K
15,035
-2%
增持
IWN
ISHARES TR
+$44.9K
2,914
+12%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$44.8K
3,074
-2%
增持
DGRO
ISHARES TR
+$41.6K
101,388
+3%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$37.3K
7,864
+14%
减持
FCOM
FIDELITY COVINGTON TRUST
+$37.0K
14,729
-2%
减持
CAT
CATERPILLAR INC
-$34.9K
887
-3%
增持
IYF
ISHARES TR
+$34.9K
4,488
+1%
增持
EMXC
ISHARES INC
+$34.7K
8,830
+19%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$33.8K
4,947
-6%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$32.8K
40,662
+5%
减持
EDOW
FIRST TR EXCHANGE-TRADED FD
-$32.4K
6,117
-13%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$31.8K
671
-8%
增持
—
EXXON MOBIL CORP
-$31.2K
6,487
+4%
增持
USMV
ISHARES TR
+$26.3K
6,250
+8%
减持
IYW
ISHARES TR
+$26.2K
69,196
-5%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$25.9K
6,107
+0%
减持
HYS
PIMCO ETF TR
-$25.5K
3,510
-5%
增持
RSPS
INVESCO EXCHANGE TRADED FD T
-$24.5K
17,986
+3%
减持
FDIS
FIDELITY COVINGTON TRUST
+$24.1K
8,312
-6%
增持
IVE
ISHARES TR
-$23.4K
8,458
+2%
减持
FTEC
FIDELITY COVINGTON TRUST
-$22.5K
4,286
-8%
减持
PJP
INVESCO EXCHANGE TRADED FD T
-$22.3K
3,930
-2%
减持
VOO
VANGUARD INDEX FDS
+$22.2K
3,093
-1%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$21.4K
3,900
-1%
增持
—
CREATIVE MEDIA & CMNTY TR
-$21.0K
81,848
+2%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$20.6K
3,023
+0%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$20.3K
119,006
+0%
减持
VTV
VANGUARD INDEX FDS
-$19.8K
2,904
-1%
增持
XMCRX
MFS CHARTER INCOME TR
+$17.2K
52,933
+8%
增持
NXTG
FIRST TR EXCHANGE TRADED FD
-$16.3K
8,152
+0%
减持
FAD
FIRST TR MULTI CAP GROWTH AL
+$15.5K
10,732
-2%
增持
ESGV
VANGUARD WORLD FD
+$14.8K
3,160
+1%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$14.7K
27,749
+0%
增持
CLOI
VANECK ETF TRUST
+$13.8K
7,917
+4%
增持
IJS
ISHARES TR
+$13.3K
3,436
+3%
增持
XLE
SELECT SECTOR SPDR TR
-$12.8K
9,592
+1%
增持
JNJ
JOHNSON & JOHNSON
+$12.3K
2,645
+16%
增持
HD
HOME DEPOT INC
-$11.9K
2,136
+3%
增持
VIS
VANGUARD WORLD FD
+$11.1K
2,625
+4%
减持
SPYG
SPDR SER TR
+$6.7K
17,274
-5%
增持
RTX
RTX CORPORATION
-$6.5K
7,156
+4%
减持
FMAY
FIRST TR EXCHNG TRADED FD VI
-$5.1K
4,545
-4%
减持
IXN
ISHARES TR
-$4.4K
10,280
-3%
减持
VB
VANGUARD INDEX FDS
+$2.3K
2,199
-1%
增持
IWS
ISHARES TR
-$2.1K
5,565
+2%
增持
IYJ
ISHARES TR
-$436
3,795
+0%
增持
BSV
VANGUARD BD INDEX FDS
+$366
3,073
+2%
