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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 145 项
建仓 7
增持 52
减持 83
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
IWY
ISHARES TR
+$1.8M
61,717
-3%
减持
IYW
ISHARES TR
+$1.8M
61,354
-3%
建仓
FGD
FIRST TR EXCHANGE TRADED FD
+$1.6M
56,983
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
NVDA
NVIDIA CORPORATION
+$1.3M
27,657
-2%
增持
SPHY
SPDR SERIES TRUST
+$1.1M
132,887
+47%
增持
MGV
VANGUARD WORLD FD
+$685.1K
15,162
+50%
减持
AMZN
AMAZON COM INC
+$656.9K
23,862
-1%
减持
IUSG
ISHARES TR
+$643.7K
30,403
-2%
建仓
IGF
ISHARES TR
+$633.3K
10,698
建仓
EWJ
ISHARES INC
+$611.1K
8,152
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$601.1K
120,548
+0%
减持
ITB
ISHARES TR
-$573.3K
8,850
-40%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$565.4K
28,296
+37%
减持
MSFT
MICROSOFT CORP
+$530.7K
5,380
-6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$516.3K
66,474
+3%
减持
IWF
ISHARES TR
+$479.3K
9,194
-3%
增持
DGRO
ISHARES TR
+$477.9K
109,995
+4%
减持
XLV
SELECT SECTOR SPDR TR
-$455.3K
15,280
-11%
增持
AIQ
GLOBAL X FDS
+$430.6K
57,798
+0%
增持
CLOI
VANECK ETF TRUST
+$417.8K
18,626
+73%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$416.0K
60,645
+37%
增持
NLR
VANECK ETF TRUST
+$411.8K
7,858
+25%
减持
VUG
VANGUARD INDEX FDS
+$396.1K
6,964
-3%
建仓
XAR
SPDR SERIES TRUST
+$391.5K
1,856
减持
IVV
ISHARES TR
+$375.9K
9,446
-3%
增持
BSX
BOSTON SCIENTIFIC CORP
+$369.0K
15,453
+21%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$368.4K
125,403
+3%
减持
AAPL
APPLE INC
-$332.9K
12,688
-4%
增持
BIZD
VANECK ETF TRUST
+$321.0K
120,356
+23%
减持
UNH
UNITEDHEALTH GROUP INC
-$275.2K
745
-23%
减持
SOXX
ISHARES TR
+$260.0K
7,293
-7%
减持
MINT
PIMCO ETF TR
-$234.3K
32,124
-7%
建仓
XMAY
FIRST TR EXCHNG TRADED FD VI
+$224.5K
6,740
清仓
EDOW
FIRST TR EXCHANGE-TRADED FD
-$221.8K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$220.1K
5,367
+8%
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$215.7K
0
-100%
建仓
FXO
FIRST TR EXCHANGE TRADED FD
+$207.4K
3,700
建仓
XMAR
FIRST TR EXCHNG TRADED FD VI
+$206.8K
5,400
减持
TECB
ISHARES TR
+$204.4K
33,669
-5%
清仓
PANW
PALO ALTO NETWORKS INC
-$201.4K
0
-100%
减持
VGT
VANGUARD WORLD FD
+$193.9K
4,309
-12%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$192.6K
68,696
+8%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$191.5K
3,781
+5%
减持
XLY
SELECT SECTOR SPDR TR
+$189.4K
10,436
-1%
增持
VDC
VANGUARD WORLD FD
+$185.5K
14,125
+6%
增持
FCOM
FIDELITY COVINGTON TRUST
+$172.6K
16,225
+4%
增持
FIDU
FIDELITY COVINGTON TRUST
+$170.1K
16,547
+2%
减持
SPYG
SPDR SERIES TRUST
+$167.4K
15,414
-5%
减持
VBR
VANGUARD INDEX FDS
-$167.0K
3,066
-25%
减持
IYC
ISHARES TR
+$162.8K
26,438
-6%
增持
FTEC
FIDELITY COVINGTON TRUST
+$162.6K
4,419
+1%
增持
SDVD
FIRST TR EXCH TRADED FD III
+$156.7K
129,069
+3%
增持
WMT
WALMART INC
+$151.1K
9,280
+8%
减持
ORCL
ORACLE CORP
+$150.1K
3,869
-22%
减持
SCHD
SCHWAB STRATEGIC TR
-$148.0K
91,881
-1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$147.5K
42,525
+3%
减持
IHI
ISHARES TR
-$141.9K
32,027
-10%
减持
META
META PLATFORMS INC
+$136.4K
1,082
-6%
减持
IWP
ISHARES TR
+$131.8K
6,508
-1%
减持
SMH
VANECK ETF TRUST
+$128.9K
2,335
-5%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$128.8K
58,292
+1%
减持
BIL
SPDR SERIES TRUST
-$125.8K
3,751
-27%
减持
V
VISA INC
-$125.3K
8,410
-5%
减持
VOO
VANGUARD INDEX FDS
+$124.6K
2,914
-2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$122.8K
5,912
+34%
减持
XLE
SELECT SECTOR SPDR TR
-$120.0K
9,267
-4%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$115.7K
9,542
-8%
减持
AMD
ADVANCED MICRO DEVICES INC
+$115.0K
2,956
-0%
减持
IXN
ISHARES TR
+$114.7K
9,650
-6%
增持
FDIS
FIDELITY COVINGTON TRUST
+$108.5K
8,710
+4%
减持
NFLX
NETFLIX INC
+$106.8K
492
-17%
减持
LLY
ELI LILLY & CO
-$101.3K
1,738
-1%
减持
FTC
FIRST TR EXCHANGE-TRADED ALP
+$99.1K
6,405
-3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$97.5K
28,393
-2%
增持
QTUM
ETF SER SOLUTIONS
+$96.8K
4,017
+10%
增持
FDRR
FIDELITY COVINGTON TRUST
+$93.9K
17,970
+2%
减持
IWO
ISHARES TR
+$91.4K
3,694
-2%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$89.3K
9,660
-10%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$84.4K
5,076
+5%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$83.5K
3,985
-35%
减持
PRN
INVESCO EXCHANGE TRADED FD T
+$81.5K
7,069
-5%
减持
DXJ
WISDOMTREE TR
-$81.3K
8,460
-11%
减持
BND
VANGUARD BD INDEX FDS
-$80.3K
30,475
-4%
减持
GOOG
ALPHABET INC
+$79.1K
6,204
-5%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$75.6K
57,205
+6%
减持
QTEC
FIRST TR EXCHANGE-TRADED FD
+$75.4K
3,245
-8%
减持
IJS
ISHARES TR
-$73.1K
2,189
-27%
减持
IAK
ISHARES TR
-$71.1K
17,191
-1%
增持
—
EXXON MOBIL CORP
-$70.8K
6,516
+0%
减持
CRM
SALESFORCE INC
-$66.9K
1,318
-17%
减持
COST
COSTCO WHSL CORP NEW
+$63.6K
1,724
-1%
减持
RTX
RTX CORPORATION
+$63.4K
6,927
-3%
减持
VYM
VANGUARD WHITEHALL FDS
-$60.4K
15,767
-6%
增持
VTV
VANGUARD INDEX FDS
+$59.2K
3,135
+9%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$57.9K
15,068
-5%
减持
USMV
ISHARES TR
-$55.2K
5,650
-10%
减持
JNJ
JOHNSON & JOHNSON
-$54.9K
2,408
-6%
减持
MOAT
VANECK ETF TRUST
+$52.1K
42,334
-5%
减持
GOOGL
ALPHABET INC
+$51.9K
3,655
-5%
减持
NXTG
FIRST TR EXCHANGE-TRADED FD
+$50.5K
7,500
-6%
减持
IXJ
ISHARES TR
-$49.3K
6,085
-3%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$44.7K
7,935
-9%
增持
SRLN
SSGA ACTIVE ETF TR
+$44.6K
7,375
+16%
减持
FDHY
FIDELITY COVINGTON TRUST
-$44.0K
19,419
-6%
减持
IYJ
ISHARES TR
+$41.7K
3,696
-1%
增持
IVE
ISHARES TR
+$40.4K
8,309
+0%
减持
DSTL
ETF SER SOLUTIONS
+$38.5K
69,317
-1%
增持
LQD
ISHARES TR
+$37.2K
11,468
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$35.5K
2,287
-11%
增持
ARCC
ARES CAPITAL CORP
+$33.9K
90,494
+3%
增持
IWD
ISHARES TR
+$33.0K
5,312
+0%
增持
JHPI
JOHN HANCOCK EXCHANGE TRADED
+$32.1K
10,650
+15%
增持
CVX
CHEVRON CORP NEW
-$30.5K
1,779
+4%
减持
IWS
ISHARES TR
+$28.4K
5,544
-1%
减持
IYF
ISHARES TR
-$28.4K
3,790
-12%
减持
FIW
FIRST TR EXCHANGE-TRADED FD
+$26.6K
17,207
-5%
增持
PJP
INVESCO EXCHANGE TRADED FD T
-$25.3K
3,784
+0%
减持
VCR
VANGUARD WORLD FD
+$24.9K
3,338
-8%
减持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$23.7K
9,334
-3%
减持
XSD
SPDR SERIES TRUST
+$23.4K
1,500
-17%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$21.7K
691
+3%
减持
ESGV
VANGUARD WORLD FD
+$21.0K
2,805
-4%
增持
XLU
SELECT SECTOR SPDR TR
+$20.8K
4,041
+3%
增持
XEVTX
EATON VANCE TAX ADVT DIV INC
+$20.5K
13,403
+3%
增持
IYK
ISHARES TR
-$18.5K
17,297
+0%
增持
PBDC
PUTNAM ETF TRUST
-$18.3K
87,445
+2%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$17.5K
27,881
+0%
减持
VB
VANGUARD INDEX FDS
+$17.1K
2,286
-3%
减持
PAVE
GLOBAL X FDS
-$14.6K
5,270
-19%
增持
RSPS
INVESCO EXCHANGE TRADED FD T
-$13.8K
16,392
+0%
减持
IYM
ISHARES TR
-$12.9K
2,942
-7%
减持
CAT
CATERPILLAR INC
+$12.4K
773
-11%
减持
NEAR
ISHARES U S ETF TR
-$10.3K
11,916
-2%
减持
VBK
VANGUARD INDEX FDS
-$9.7K
3,428
-10%
增持
MCD
MCDONALDS CORP
-$7.5K
858
+4%
增持
BSV
VANGUARD BD INDEX FDS
+$7.0K
3,242
+2%
减持
MA
MASTERCARD INCORPORATED
-$6.1K
3,441
-3%
减持
SMOT
VANECK ETF TRUST
-$5.8K
28,648
-6%
增持
XMCRX
MFS CHARTER INCOME TR
+$5.7K
53,216
+0%
减持
VFH
VANGUARD WORLD FD
-$3.5K
1,834
-8%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$2.4K
3,723
-16%
减持
IWN
ISHARES TR
+$1.8K
2,514
-4%
增持
HD
HOME DEPOT INC
+$1.5K
2,202
+0%
增持
SDY
SPDR SERIES TRUST
+$1.2K
9,471
+0%
减持
EMXC
ISHARES INC
-$51
5,583
-13%
