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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 11
增持 70
减持 64
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
FGD
FIRST TR EXCHANGE TRADED FD
+$2.5M
140,770
+147%
增持
IWY
ISHARES TR
+$1.9M
62,519
+1%
增持
SPHY
SPDR SERIES TRUST
+$1.7M
202,077
+52%
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
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.7M
51,231
+81%
减持
IYW
ISHARES TR
+$1.2M
60,591
-1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.1M
54,438
+28%
建仓
VPLS
VANGUARD MALVERN FDS
+$1.0M
12,736
增持
NLR
VANECK ETF TRUST
+$896.6K
13,050
+66%
增持
DGRO
ISHARES TR
+$883.1K
116,277
+6%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$870.7K
94,493
+56%
增持
NVDA
NVIDIA CORPORATION
+$834.6K
27,892
+1%
建仓
JAAA
JANUS DETROIT STR TR
+$795.0K
15,656
增持
VOO
VANGUARD INDEX FDS
+$746.0K
3,921
+35%
增持
VUG
VANGUARD INDEX FDS
+$624.7K
7,668
+10%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$537.1K
9,829
+94%
增持
VO
VANGUARD INDEX FDS
+$533.0K
6,927
+29%
减持
XLV
SELECT SECTOR SPDR TR
-$512.7K
11,115
-27%
增持
GOOG
ALPHABET INC
+$500.9K
6,575
+6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$476.2K
71,192
+7%
增持
EWJ
ISHARES INC
+$464.9K
13,416
+65%
减持
IUSG
ISHARES TR
+$427.8K
30,390
-0%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$426.0K
7,654
+46%
减持
ITB
ISHARES TR
-$422.9K
3,745
-58%
增持
FCOM
FIDELITY COVINGTON TRUST
+$403.5K
20,502
+26%
增持
IWF
ISHARES TR
+$403.3K
9,195
+0%
增持
VFH
VANGUARD WORLD FD
+$382.8K
4,696
+156%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$364.2K
122,178
+1%
建仓
VPU
VANGUARD WORLD FD
+$358.5K
1,893
增持
XLU
SELECT SECTOR SPDR TR
+$354.5K
7,849
+94%
增持
CLOI
VANECK ETF TRUST
+$335.3K
24,888
+34%
减持
XLE
SELECT SECTOR SPDR TR
-$331.0K
5,092
-45%
减持
AAPL
APPLE INC
+$328.7K
11,515
-9%
减持
AIQ
GLOBAL X FDS
+$320.9K
57,626
-0%
减持
IVV
ISHARES TR
+$302.8K
9,216
-2%
增持
QTUM
ETF SER SOLUTIONS
+$300.7K
6,381
+59%
增持
MOAT
VANECK ETF TRUST
+$294.2K
43,030
+2%
增持
TECB
ISHARES TR
+$287.5K
36,758
+9%
减持
IYC
ISHARES TR
-$284.6K
22,421
-15%
增持
IGF
ISHARES TR
+$280.5K
14,951
+40%
建仓
VTI
VANGUARD INDEX FDS
+$271.3K
827
增持
ORCL
ORACLE CORP
+$267.8K
3,959
+2%
增持
XAR
SPDR SERIES TRUST
+$259.1K
2,769
+49%
增持
GOOGL
ALPHABET INC
+$246.4K
3,663
+0%
增持
SPYG
SPDR SERIES TRUST
+$242.7K
16,381
+6%
建仓
VCRB
VANGUARD MALVERN FDS
+$238.6K
3,043
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$238.2K
1,009
建仓
DTCR
GLOBAL X FDS
+$234.4K
11,444
清仓
UNH
UNITEDHEALTH GROUP INC
-$232.4K
0
-100%
减持
SDVD
FIRST TR EXCH TRADED FD III
-$229.9K
111,808
-13%
清仓
CI
THE CIGNA GROUP
-$226.8K
0
-100%
清仓
XMAY
FIRST TR EXCHNG TRADED FD VI
-$224.5K
0
-100%
增持
MGV
VANGUARD WORLD FD
+$219.1K
16,033
+6%
减持
SOXX
ISHARES TR
+$218.9K
7,228
-1%
减持
VDC
VANGUARD WORLD FD
-$217.9K
13,454
-5%
清仓
IJS
ISHARES TR
-$217.8K
0
-100%
建仓
FMAY
FIRST TR EXCHNG TRADED FD VI
+$206.9K
3,960
建仓
BA
BOEING CO
+$203.7K
944
建仓
SPYV
SPDR SERIES TRUST
+$202.1K
3,652
清仓
SGOV
ISHARES TR
-$201.4K
0
-100%
减持
V
VISA INC
-$201.2K
8,158
-3%
建仓
ANET
ARISTA NETWORKS INC
+$200.9K
1,379
增持
BND
VANGUARD BD INDEX FDS
+$199.0K
32,848
+8%
减持
VGT
VANGUARD WORLD FD
+$186.2K
4,077
-5%
减持
COST
COSTCO WHSL CORP NEW
-$180.2K
1,649
-4%
增持
RTX
RTX CORPORATION
+$176.4K
7,100
+2%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$163.2K
3,640
-4%
增持
MSFT
MICROSOFT CORP
+$161.4K
5,479
+2%
减持
ARCC
ARES CAPITAL CORP
-$160.3K
89,513
-1%
减持
MINT
PIMCO ETF TR
-$159.4K
30,492
-5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$155.7K
28,793
+1%
减持
IXJ
ISHARES TR
-$155.6K
4,155
-32%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$155.2K
53,815
-6%
减持
DXJ
WISDOMTREE TR
-$153.8K
6,350
-25%
增持
PBDC
PUTNAM ETF TRUST
-$153.0K
88,299
+1%
减持
IHI
ISHARES TR
-$153.0K
30,846
-4%
增持
VB
VANGUARD INDEX FDS
+$143.1K
2,694
+18%
增持
BSX
BOSTON SCIENTIFIC CORP
-$139.5K
15,572
+1%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$132.7K
9,693
+2%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$129.6K
57,501
-1%
增持
SMH
VANECK ETF TRUST
+$123.9K
2,375
+2%
增持
FIW
FIRST TR EXCHANGE-TRADED FD
+$122.4K
17,627
+2%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$118.9K
70,265
+2%
减持
NEAR
ISHARES U S ETF TR
-$115.8K
9,616
-19%
减持
DSTL
ETF SER SOLUTIONS
+$115.4K
68,185
-2%
减持
BILS
SPDR SERIES TRUST
-$114.0K
3,557
-24%
增持
PRN
INVESCO EXCHANGE TRADED FD T
+$111.2K
7,070
+0%
减持
FTEC
FIDELITY COVINGTON TRUST
+$108.8K
4,412
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$106.8K
3,253
+10%
增持
FDRR
FIDELITY COVINGTON TRUST
+$106.7K
18,445
+3%
增持
FIDU
FIDELITY COVINGTON TRUST
+$105.8K
16,948
+2%
减持
CRM
SALESFORCE INC
-$103.7K
1,079
-18%
增持
CAT
CATERPILLAR INC
+$101.0K
841
+9%
减持
FDHY
FIDELITY COVINGTON TRUST
-$99.7K
17,219
-11%
增持
LQD
ISHARES TR
+$97.7K
12,153
+6%
增持
SMOT
VANECK ETF TRUST
+$97.0K
30,321
+6%
减持
FAD
FIRST TR EXCHANGE-TRADED ALP
+$94.1K
10,254
-3%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$91.4K
8,194
-15%
增持
USMV
ISHARES TR
+$90.9K
6,530
+16%
减持
IXN
ISHARES TR
+$89.4K
9,500
-2%
减持
IVE
ISHARES TR
+$88.4K
8,291
-0%
增持
JNJ
JOHNSON & JOHNSON
+$86.4K
2,450
+2%
减持
LLY
ELI LILLY & CO
-$85.9K
1,663
-4%
增持
FDLO
FIDELITY COVINGTON TRUST
+$82.0K
6,250
+19%
增持
FSTA
FIDELITY COVINGTON TRUST
+$80.1K
10,955
+20%
减持
XSD
SPDR SERIES TRUST
+$74.8K
1,440
-4%
减持
VCR
VANGUARD WORLD FD
-$72.4K
2,870
-14%
减持
HD
HOME DEPOT INC
+$70.6K
2,167
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$69.7K
2,323
+2%
减持
MA
MASTERCARD INCORPORATED
-$69.4K
3,277
-5%
减持
IWO
ISHARES TR
+$68.7K
3,514
-5%
增持
SDY
SPDR SERIES TRUST
+$67.5K
9,661
+2%
减持
VBK
VANGUARD INDEX FDS
-$67.2K
2,964
-14%
增持
SRLN
SSGA ACTIVE ETF TR
+$64.6K
8,930
+21%
减持
XLY
SELECT SECTOR SPDR TR
-$63.4K
9,200
-12%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$59.2K
6,620
+12%
减持
META
META PLATFORMS INC
-$55.4K
1,012
-6%
减持
IAK
ISHARES TR
-$54.5K
16,840
-2%
减持
IYM
ISHARES TR
-$53.6K
2,418
-18%
增持
JHPI
JOHN HANCOCK EXCHANGE TRADED
+$53.2K
12,660
+19%
增持
BIZD
VANECK ETF TRUST
+$52.0K
134,628
+12%
增持
IWD
ISHARES TR
+$50.6K
5,317
+0%
增持
WMT
WALMART INC
+$49.3K
9,283
+0%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$48.5K
4,600
+15%
增持
NXTG
FIRST TR EXCHANGE-TRADED FD
+$47.4K
7,501
+0%
减持
IWN
ISHARES TR
+$47.2K
2,510
-0%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
-$43.5K
15,320
-7%
增持
IYK
ISHARES TR
-$35.7K
17,303
+0%
减持
IWS
ISHARES TR
+$35.7K
5,501
-1%
减持
FXG
FIRST TR EXCHANGE TRADED FD
-$27.6K
5,275
-7%
减持
FDIS
FIDELITY COVINGTON TRUST
+$26.1K
8,219
-6%
减持
FTC
FIRST TR EXCHANGE-TRADED ALP
-$25.5K
5,860
-9%
减持
MGK
VANGUARD WORLD FD
+$25.3K
1,727
-6%
减持
PJP
INVESCO EXCHANGE TRADED FD T
-$24.4K
3,004
-21%
减持
VTV
VANGUARD INDEX FDS
-$23.9K
2,843
-9%
减持
SCHD
SCHWAB STRATEGIC TR
+$23.8K
90,059
-2%
增持
HYS
PIMCO ETF TR
+$21.5K
3,710
+6%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$20.4K
9,480
+2%
减持
QTEC
FIRST TR EXCHANGE-TRADED FD
+$20.0K
3,095
-5%
减持
EMXC
ISHARES INC
+$17.6K
5,483
-2%
减持
—
EXXON MOBIL CORP
+$17.6K
6,386
-2%
减持
BSV
VANGUARD BD INDEX FDS
-$15.1K
3,042
-6%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$14.3K
7,667
-3%
减持
IWP
ISHARES TR
-$13.7K
6,241
-4%
增持
IYJ
ISHARES TR
+$13.3K
3,697
+0%
减持
XMCRX
MFS CHARTER INCOME TR
-$12.3K
50,797
-5%
减持
PAVE
GLOBAL X FDS
-$12.0K
4,570
-13%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$11.8K
1,169
+1%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$10.3K
27,946
+0%
减持
AMZN
AMAZON COM INC
-$8.7K
23,803
-0%
减持
XDEC
FIRST TR EXCHNG TRADED FD VI
+$8.6K
9,187
-1%
