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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 147 项
建仓 9
增持 60
减持 71
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
IWY
ISHARES TR
-$2.2M
63,740
-4%
减持
IYW
ISHARES TR
-$2.2M
63,129
-9%
建仓
MGV
VANGUARD WORLD FD
+$1.3M
10,122
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。
减持
MINT
PIMCO ETF TR
-$1.1M
34,426
-25%
减持
AMZN
AMAZON COM INC
-$1.1M
24,063
-8%
增持
DSTL
ETF SER SOLUTIONS
+$879.7K
70,026
+32%
减持
NVDA
NVIDIA CORPORATION
-$754.3K
28,318
-1%
增持
SPHY
SPDR SER TR
+$705.6K
90,189
+50%
减持
AAPL
APPLE INC
-$695.6K
13,218
-9%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$641.5K
44,181
+141%
增持
BIZD
VANECK ETF TRUST
+$635.0K
97,755
+62%
减持
IUSG
ISHARES TR
-$564.7K
30,917
-4%
减持
IVV
ISHARES TR
-$537.6K
9,769
-5%
增持
BSX
BOSTON SCIENTIFIC CORP
+$524.9K
12,795
+49%
减持
IWF
ISHARES TR
-$522.2K
9,484
-4%
建仓
NLR
VANECK ETF TRUST
+$461.8K
6,303
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$447.6K
54,101
+19%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$446.6K
64,399
+9%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$441.6K
121,908
+17%
减持
VGT
VANGUARD WORLD FD
-$439.4K
4,912
-2%
增持
SMOT
VANECK ETF TRUST
+$436.9K
30,582
+86%
增持
MOAT
VANECK ETF TRUST
+$354.6K
44,528
+16%
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$352.0K
0
-100%
增持
DGRO
ISHARES TR
+$336.1K
106,105
+5%
建仓
AIRR
FIRST TR EXCHANGE TRADED FD
+$328.8K
4,820
增持
SDVD
FIRST TR EXCH TRADED FD III
+$327.7K
124,711
+24%
减持
IYC
ISHARES TR
-$312.8K
27,982
-3%
建仓
XLU
SELECT SECTOR SPDR TR
+$309.2K
3,921
减持
XLY
SELECT SECTOR SPDR TR
-$296.9K
10,527
-1%
减持
SOXX
ISHARES TR
-$295.6K
7,869
-5%
增持
IAK
ISHARES TR
+$283.1K
17,289
+4%
减持
MSFT
MICROSOFT CORP
-$274.0K
5,716
-0%
减持
GOOG
ALPHABET INC
-$261.7K
6,538
-3%
减持
IYM
ISHARES TR
-$254.2K
3,152
-40%
清仓
FXZ
FIRST TR EXCHANGE TRADED FD
-$245.1K
0
-100%
建仓
XJAN
FIRST TR EXCHNG TRADED FD VI
+$242.3K
7,314
建仓
VFH
VANGUARD WORLD FD
+$237.0K
1,984
清仓
XMAR
FIRST TR EXCHNG TRADED FD VI
-$233.5K
0
-100%
减持
V
VISA INC
+$231.5K
8,878
-3%
清仓
FXO
FIRST TR EXCHANGE TRADED FD
-$221.9K
0
-100%
减持
GOOGL
ALPHABET INC
-$217.0K
3,830
-10%
减持
SPYG
SPDR SER TR
-$216.5K
16,199
-6%
清仓
FMAY
FIRST TR EXCHNG TRADED FD VI
-$215.6K
0
-100%
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$214.5K
1,454
清仓
SIGI
SELECTIVE INS GROUP INC
-$209.5K
0
-100%
建仓
JHPI
JOHN HANCOCK EXCHANGE TRADED
+$208.0K
9,282
建仓
SO
SOUTHERN CO
+$207.8K
2,260
减持
VCR
VANGUARD WORLD FD
-$196.2K
3,639
-1%
减持
IWO
ISHARES TR
-$191.8K
3,775
-6%
增持
WMT
WALMART INC
+$182.3K
8,615
+36%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$169.8K
63,445
+15%
增持
PRN
INVESCO EXCHANGE TRADED FD T
+$164.3K
7,470
+33%
减持
ITB
ISHARES TR
-$164.0K
14,681
-3%
增持
VUG
VANGUARD INDEX FDS
-$154.1K
7,165
+5%
减持
ORCL
ORACLE CORP
-$150.9K
4,976
-2%
增持
CLOI
VANECK ETF TRUST
+$150.7K
10,758
+36%
减持
AIQ
GLOBAL X FDS
-$138.6K
57,577
-0%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$137.7K
57,545
+15%
减持
EMXC
ISHARES INC
-$137.0K
6,400
-28%
减持
VOO
VANGUARD INDEX FDS
-$135.6K
2,979
-4%
增持
PBDC
PUTNAM ETF TRUST
+$128.0K
85,902
+4%
减持
XDEC
FIRST TR EXCHNG TRADED FD VI
-$121.6K
9,264
-25%
增持
RTX
RTX CORPORATION
+$120.1K
7,158
+0%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$119.0K
3,545
-9%
减持
XSD
SPDR SER TR
-$116.9K
1,800
-6%
减持
FAD
FIRST TR MULTI CAP GROWTH AL
-$115.5K
10,572
-1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$114.7K
41,324
+2%
增持
IHI
ISHARES TR
+$112.6K
35,689
+2%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$108.1K
6,605
-6%
减持
MGK
VANGUARD WORLD FD
-$102.3K
1,829
-6%
增持
FDIS
FIDELITY COVINGTON TRUST
-$99.2K
8,412
+1%
减持
XLV
SELECT SECTOR SPDR TR
+$98.3K
17,224
-2%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$96.6K
2,324
-23%
减持
IXN
ISHARES TR
-$94.9K
10,250
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$94.2K
969
-19%
减持
DXJ
WISDOMTREE TR
-$90.2K
9,513
-8%
减持
BILS
SPDR SER TR
-$86.1K
4,707
-16%
增持
XLE
SELECT SECTOR SPDR TR
+$84.4K
9,695
+1%
减持
IYK
ISHARES TR
+$84.0K
17,291
-2%
减持
IWN
ISHARES TR
-$83.6K
2,615
-10%
增持
FTEC
FIDELITY COVINGTON TRUST
-$83.5K
4,396
+3%
减持
IJS
ISHARES TR
-$82.3K
2,984
-13%
减持
IWP
ISHARES TR
-$79.1K
6,560
-2%
增持
TECB
ISHARES TR
+$78.7K
35,315
+14%
增持
CRM
SALESFORCE INC
-$78.3K
1,589
+5%
增持
VO
VANGUARD INDEX FDS
+$75.8K
4,956
+9%
增持
—
EXXON MOBIL CORP
+$75.3K
6,501
+0%
增持
BND
VANGUARD BD INDEX FDS
+$70.3K
31,644
+1%
增持
QTUM
ETF SER SOLUTIONS
+$67.6K
3,650
+45%
减持
FDHY
FIDELITY COVINGTON TRUST
-$65.6K
20,662
-6%
减持
LLY
ELI LILLY & CO
+$65.1K
1,763
-2%
减持
SRLN
SSGA ACTIVE ETF TR
-$65.0K
6,374
-19%
减持
PANW
PALO ALTO NETWORKS INC
-$58.8K
1,180
-17%
增持
FIDU
FIDELITY COVINGTON TRUST
+$55.8K
16,253
+8%
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
-$53.6K
7,352
-3%
增持
ARCC
ARES CAPITAL CORP
+$52.0K
88,149
+1%
增持
VBR
VANGUARD INDEX FDS
-$48.7K
4,106
+0%
减持
CI
THE CIGNA GROUP
-$46.9K
686
-30%
减持
ESGV
VANGUARD WORLD FD
-$44.9K
2,925
-7%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$42.1K
8,743
+6%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$40.4K
28,873
+0%
减持
SCHD
SCHWAB STRATEGIC TR
+$40.3K
92,375
-1%
减持
JNJ
JOHNSON & JOHNSON
+$40.2K
2,549
-4%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$39.0K
9,584
+22%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$38.7K
4,398
-11%
减持
MA
MASTERCARD INCORPORATED
+$36.5K
3,538
-2%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
-$36.3K
16,389
-9%
增持
SMH
VANECK ETF TRUST
+$35.3K
2,470
+23%
减持
BIL
SPDR SER TR
-$35.2K
5,122
-7%
增持
NFLX
NETFLIX INC
+$35.1K
592
+2%
减持
CAT
CATERPILLAR INC
-$34.0K
872
-2%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$33.5K
15,923
+0%
减持
IVE
ISHARES TR
-$31.0K
8,308
-2%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$30.8K
20,669
+4%
增持
USMV
ISHARES TR
+$30.6K
6,252
+0%
减持
FDRR
FIDELITY COVINGTON TRUST
-$29.0K
17,630
-0%
增持
VBK
VANGUARD INDEX FDS
-$26.4K
3,809
+8%
增持
HD
HOME DEPOT INC
-$25.0K
2,199
+3%
增持
FIW
FIRST TR EXCHANGE-TRADED FD
-$24.2K
18,185
+0%
减持
IYJ
ISHARES TR
-$22.3K
3,720
-2%
减持
SDY
SPDR SER TR
+$21.3K
9,465
-1%
增持
MCD
MCDONALDS CORP
+$19.3K
826
+0%
清仓
—
CREATIVE MEDIA & CMNTY TR
-$18.4K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$17.3K
1,737
-4%
增持
IWD
ISHARES TR
+$16.8K
5,308
+0%
减持
NXTG
FIRST TR EXCHANGE TRADED FD
-$16.2K
8,003
-2%
减持
IXJ
ISHARES TR
+$15.7K
6,285
-3%
增持
IWS
ISHARES TR
-$15.6K
5,590
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$14.6K
2,558
+0%
增持
FCOM
FIDELITY COVINGTON TRUST
+$14.4K
15,624
+6%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$14.0K
8,250
-6%
增持
NEAR
ISHARES U S ETF TR
+$13.5K
12,172
+1%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$12.2K
120,428
+1%
增持
BSV
VANGUARD BD INDEX FDS
+$10.7K
3,170
+3%
减持
FXG
FIRST TR EXCHANGE TRADED FD
-$10.4K
5,660
-5%
减持
IYF
ISHARES TR
-$9.4K
4,315
-4%
减持
CVX
CHEVRON CORP NEW
+$9.3K
1,705
-10%
减持
VDC
VANGUARD WORLD FD
-$8.4K
13,289
-4%
减持
LQD
ISHARES TR
-$5.8K
11,223
-2%
增持
XMCRX
MFS CHARTER INCOME TR
-$4.9K
53,073
+0%
增持
VB
VANGUARD INDEX FDS
-$3.7K
2,366
+8%
减持
VTV
VANGUARD INDEX FDS
+$3.3K
2,865
-1%
增持
PAVE
GLOBAL X FDS
-$3.0K
6,474
+6%
减持
PJP
INVESCO EXCHANGE TRADED FD T
+$2.9K
3,782
-4%
增持
VOOV
VANGUARD ADMIRAL FDS INC
-$2.5K
10,404
+0%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$300
27,815
+0%
增持
EDOW
FIRST TR EXCHANGE-TRADED FD
-$62
6,123
+0%
