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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 4
增持 69
减持 70
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
FGD
FIRST TR EXCHANGE TRADED FD
+$1.7M
191,213
+36%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$961.8K
63,446
+24%
增持
JAAA
JANUS DETROIT STR TR
+$880.8K
33,132
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。
+112%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$854.6K
81,967
+15%
增持
VPLS
VANGUARD MALVERN FDS
+$777.5K
22,773
+79%
增持
SPHY
SPDR SERIES TRUST
+$691.0K
233,574
+16%
建仓
FMHI
FIRST TR EXCH TRADED FD III
+$601.7K
12,552
增持
NLR
VANECK ETF TRUST
+$583.6K
18,952
+45%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$573.2K
133,056
+12%
增持
DGRO
ISHARES TR
+$570.4K
122,250
+5%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$526.3K
0
-100%
减持
PBDC
PUTNAM ETF TRUST
-$521.9K
74,649
-15%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$485.5K
60,469
+11%
减持
BIZD
VANECK ETF TRUST
-$473.7K
108,435
-19%
减持
LLY
ELI LILLY & CO
+$464.8K
1,613
-3%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$462.2K
14,366
+46%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$457.5K
112,739
+19%
增持
VFH
VANGUARD WORLD FD
+$455.9K
8,032
+71%
减持
GOOG
ALPHABET INC
+$451.0K
6,540
-1%
清仓
ITB
ISHARES TR
-$401.7K
0
-100%
增持
ORCL
ORACLE CORP
-$341.7K
3,960
+0%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$316.0K
123,524
+1%
增持
QTUM
ETF SER SOLUTIONS
+$312.9K
8,958
+40%
增持
AMZN
AMAZON COM INC
+$310.9K
23,990
+1%
增持
EWJ
ISHARES INC
+$285.3K
16,862
+26%
清仓
CVX
CHEVRON CORP NEW
-$276.3K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$263.9K
8,079
+5%
清仓
XJAN
FIRST TR EXCHNG TRADED FD VI
-$263.6K
0
-100%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$262.5K
48,649
-10%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$259.0K
14,213
减持
XLV
SELECT SECTOR SPDR TR
-$258.2K
8,325
-25%
增持
SOXX
ISHARES TR
+$256.3K
7,358
+2%
减持
XLE
SELECT SECTOR SPDR TR
-$254.7K
4,478
-12%
建仓
PYLD
PIMCO ETF TR
+$254.6K
9,542
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$237.5K
9,109
+19%
减持
SDVD
FIRST TR EXCH TRADED FD III
-$232.7K
101,798
-9%
增持
XLU
SELECT SECTOR SPDR TR
+$228.9K
21,396
+173%
增持
DTCR
GLOBAL X FDS
+$218.7K
21,471
+88%
减持
VDC
VANGUARD WORLD FD
-$215.2K
12,594
-6%
增持
FCOM
FIDELITY COVINGTON TRUST
+$213.7K
22,771
+11%
建仓
IJS
ISHARES TR
+$204.6K
1,799
清仓
BA
BOEING CO
-$203.7K
0
-100%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$202.4K
0
-100%
减持
IYC
ISHARES TR
-$202.2K
20,823
-7%
清仓
ANET
ARISTA NETWORKS INC
-$200.9K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$197.9K
4,145
+6%
减持
IYW
ISHARES TR
-$181.9K
58,521
-3%
增持
XAR
SPDR SERIES TRUST
+$177.6K
3,433
+24%
减持
AAPL
APPLE INC
+$175.3K
11,430
-1%
增持
SMH
VANECK ETF TRUST
+$170.8K
2,626
+11%
减持
MOAT
VANECK ETF TRUST
+$153.9K
42,667
-1%
增持
AIQ
GLOBAL X FDS
+$149.0K
58,890
+2%
增持
NFLX
NETFLIX INC
-$140.8K
4,790
+874%
减持
HD
HOME DEPOT INC
-$139.6K
2,146
-1%
增持
MSFT
MICROSOFT CORP
-$138.1K
5,582
+2%
减持
COST
COSTCO WHSL CORP NEW
-$134.5K
1,614
-2%
增持
BND
VANGUARD BD INDEX FDS
+$128.8K
34,720
+6%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$118.3K
73,728
+5%
减持
BIL
SPDR SERIES TRUST
-$117.6K
2,451
-34%
减持
IWY
ISHARES TR
+$117.5K
62,200
-1%
增持
CLOI
VANECK ETF TRUST
+$110.7K
27,121
+9%
减持
IYK
ISHARES TR
-$105.6K
16,104
-7%
增持
WMT
WALMART INC
+$103.6K
9,517
+3%
减持
RTX
RTX CORPORATION
+$102.3K
7,035
-1%
减持
BSX
BOSTON SCIENTIFIC CORP
-$101.0K
14,885
-4%
减持
IAK
ISHARES TR
-$97.4K
15,862
-6%
减持
DXJ
WISDOMTREE TR
+$91.0K
6,271
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$88.3K
30,661
+6%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$81.7K
3,508
-4%
增持
NVDA
NVIDIA CORPORATION
+$75.0K
28,306
+1%
增持
VCRB
VANGUARD MALVERN FDS
+$73.6K
4,008
+32%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$73.0K
5,916
+29%
增持
SMOT
VANECK ETF TRUST
+$70.7K
32,174
+6%
减持
FDIS
FIDELITY COVINGTON TRUST
-$67.4K
7,616
-7%
增持
META
META PLATFORMS INC
-$67.3K
1,024
+1%
增持
XLY
SELECT SECTOR SPDR TR
-$66.5K
17,906
+95%
减持
VCR
VANGUARD WORLD FD
-$65.4K
2,721
-5%
减持
FXG
FIRST TR EXCHANGE TRADED FD
-$62.1K
4,425
-16%
增持
MGV
VANGUARD WORLD FD
+$57.0K
16,049
+0%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
-$55.9K
13,498
-12%
减持
FDHY
FIDELITY COVINGTON TRUST
-$55.6K
16,082
-7%
减持
SRLN
SSGA ACTIVE ETF TR
-$55.5K
7,651
-14%
减持
FSTA
FIDELITY COVINGTON TRUST
-$54.1K
10,000
-9%
增持
JNJ
JOHNSON & JOHNSON
+$53.1K
2,451
+0%
减持
FTC
FIRST TR EXCHANGE-TRADED ALP
-$52.6K
5,560
-5%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$51.1K
14,295
-3%
减持
LQD
ISHARES TR
-$51.1K
11,831
-3%
增持
BILS
SPDR SERIES TRUST
+$49.8K
4,070
+14%
增持
VO
VANGUARD INDEX FDS
+$49.0K
7,180
+4%
减持
IXJ
ISHARES TR
-$47.3K
3,295
-21%
减持
IHI
ISHARES TR
-$46.1K
29,077
-6%
增持
TECB
ISHARES TR
+$44.0K
37,168
+1%
增持
IGF
ISHARES TR
+$42.4K
15,584
+4%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$42.0K
10,388
+10%
减持
FDRR
FIDELITY COVINGTON TRUST
+$39.5K
18,366
-0%
增持
FAD
FIRST TR EXCHANGE-TRADED ALP
+$39.4K
10,415
+2%
增持
IWN
ISHARES TR
+$38.0K
2,659
+6%
增持
IWD
ISHARES TR
+$36.9K
5,321
+0%
减持
XRT
SPDR SERIES TRUST
-$36.8K
2,650
-13%
增持
NEAR
ISHARES U S ETF TR
+$36.7K
10,369
+8%
减持
IVV
ISHARES TR
-$36.6K
8,952
-3%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$34.6K
7,544
-8%
减持
IYM
ISHARES TR
-$34.4K
2,104
-13%
减持
ARCC
ARES CAPITAL CORP
-$32.3K
88,715
-1%
增持
VTV
VANGUARD INDEX FDS
+$30.7K
2,937
+3%
减持
HYS
PIMCO ETF TR
-$30.7K
3,420
-8%
增持
IWO
ISHARES TR
+$29.0K
3,572
+2%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$26.7K
7,700
-7%
增持
IWS
ISHARES TR
+$26.6K
5,635
+2%
增持
IWP
ISHARES TR
-$26.3K
6,298
+1%
减持
SPYG
SPDR SERIES TRUST
+$26.2K
16,290
-1%
增持
VPU
VANGUARD WORLD FD
+$26.1K
2,078
+10%
减持
PJP
INVESCO EXCHANGE TRADED FD T
+$25.9K
2,905
-3%
增持
MINT
PIMCO ETF TR
+$25.3K
30,851
+1%
减持
IVE
ISHARES TR
+$25.1K
8,192
-1%
减持
IWF
ISHARES TR
+$24.9K
9,153
-0%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$24.7K
3,657
-2%
增持
IYF
ISHARES TR
+$24.3K
3,715
+3%
减持
SDY
SPDR SERIES TRUST
-$21.7K
9,567
-1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$21.5K
6,367
-4%
减持
V
VISA INC
+$20.2K
7,998
-2%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$19.4K
9,343
-4%
减持
SCHD
SCHWAB STRATEGIC TR
-$17.8K
88,983
-1%
增持
FNY
FIRST TR EXCHANGE-TRADED ALP
+$16.4K
7,566
+3%
减持
XSD
SPDR SERIES TRUST
-$15.7K
1,380
-4%
减持
FIDU
FIDELITY COVINGTON TRUST
-$15.6K
16,648
-2%
减持
EMXC
ISHARES INC
+$15.4K
5,305
-3%
减持
DSTL
ETF SER SOLUTIONS
+$14.2K
67,338
-1%
增持
SO
SOUTHERN CO
-$13.6K
2,300
+2%
增持
VBK
VANGUARD INDEX FDS
+$13.4K
2,965
+0%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$13.0K
56,711
-1%
增持
XDEC
FIRST TR EXCHNG TRADED FD VI
+$12.6K
9,311
+1%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$12.6K
28,009
+0%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$12.2K
7,476
-2%
减持
CRM
SALESFORCE INC
+$11.8K
1,010
-6%
减持
VYM
VANGUARD WHITEHALL FDS
+$11.8K
15,567
-1%
减持
JPM
JPMORGAN CHASE & CO.
-$9.4K
2,245
-3%
增持
IYJ
ISHARES TR
+$8.6K
3,698
+0%
增持
FIW
FIRST TR EXCHANGE-TRADED FD
-$8.1K
18,153
+3%
减持
QTEC
FIRST TR EXCHANGE-TRADED FD
-$7.8K
3,053
-1%
减持
MA
MASTERCARD INCORPORATED
-$7.3K
3,252
-1%
减持
FTEC
FIDELITY COVINGTON TRUST
-$7.2K
4,331
-2%
增持
XMCRX
MFS CHARTER INCOME TR
-$7.0K
50,892
+0%
减持
IUSG
ISHARES TR
+$7.0K
29,816
-2%
减持
NXTG
FIRST TR EXCHANGE-TRADED FD
+$6.8K
7,273
-3%
减持
MGK
VANGUARD WORLD FD
+$5.5K
1,697
-2%
减持
MCD
MCDONALDS CORP
-$5.2K
809
-3%
增持
BSV
VANGUARD BD INDEX FDS
+$4.9K
3,108
+2%
增持
JHPI
JOHN HANCOCK EXCHANGE TRADED
-$3.8K
12,677
+0%
减持
VIS
VANGUARD WORLD FD
-$3.5K
2,595
-1%
