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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 10
增持 58
减持 75
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VCRB
VANGUARD MALVERN FDS
+$2.8M
40,125
+901%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$2.7M
182,728
+148%
减持
IWY
ISHARES TR
-$2.3M
59,896
-4%
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。
清仓
PBDC
PUTNAM ETF TRUST
-$2.3M
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$2.3M
3,972
-89%
减持
IYW
ISHARES TR
-$1.7M
54,905
-6%
清仓
BIZD
VANECK ETF TRUST
-$1.5M
0
-100%
增持
FGD
FIRST TR EXCHANGE-TRADED FD
+$1.3M
221,062
+16%
增持
PYLD
PIMCO ETF TR
+$1.2M
56,538
+493%
减持
BSX
BOSTON SCIENTIFIC CORP
-$846.6K
9,126
-39%
减持
MSFT
MICROSOFT CORP
-$749.4K
5,268
-6%
减持
AMZN
AMAZON COM INC
-$678.8K
23,328
-3%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$609.5K
6,468
减持
IVV
ISHARES TR
-$598.7K
8,470
-5%
减持
IUSG
ISHARES TR
-$593.0K
28,459
-5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$557.4K
88,606
+8%
减持
MOAT
VANECK ETF TRUST
-$552.0K
39,985
-6%
减持
IWF
ISHARES TR
-$546.7K
8,877
-3%
增持
IGF
ISHARES TR
+$543.2K
22,380
+44%
建仓
DUK
DUKE ENERGY CORP NEW
+$488.1K
3,728
减持
V
VISA INC
-$458.8K
7,763
-3%
减持
VGT
VANGUARD WORLD FD
-$433.2K
3,738
-7%
建仓
VOX
VANGUARD WORLD FD
+$398.4K
2,215
减持
IHI
ISHARES TR
-$397.5K
26,422
-9%
减持
NVDA
NVIDIA CORPORATION
-$383.5K
28,071
-1%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$377.4K
146,163
+10%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$370.7K
69,981
+10%
增持
DTCR
GLOBAL X FDS
+$356.2K
33,773
+57%
减持
IAK
ISHARES TR
-$345.8K
14,138
-11%
增持
JAAA
JANUS DETROIT STR TR
+$334.4K
39,910
+20%
减持
ARCC
ARES CAPITAL CORP
-$317.5K
81,975
-8%
增持
SPHY
SPDR SERIES TRUST
+$305.8K
250,194
+7%
增持
VUG
VANGUARD INDEX FDS
-$305.3K
8,325
+3%
增持
—
EXXON MOBIL CORP
+$301.2K
6,036
+0%
建仓
CVX
CHEVRON CORPORATION
+$294.8K
1,425
减持
MA
MASTERCARD INCORPORATED
-$289.9K
3,136
-4%
增持
NLR
VANECK ETF TRUST
+$284.0K
19,805
+5%
建仓
IGSB
ISHARES TR
+$274.2K
5,217
减持
SPYG
SPDR SERIES TRUST
-$272.5K
14,970
-8%
减持
LLY
ELI LILLY & CO
-$271.9K
1,589
-1%
清仓
CRM
SALESFORCE INC
-$267.6K
0
-100%
增持
VPLS
VANGUARD MALVERN FDS
+$266.8K
26,366
+16%
增持
MINT
PIMCO ETF TR
+$257.8K
33,344
+8%
建仓
IAGG
ISHARES TR
+$257.3K
5,142
减持
TECB
ISHARES TR
-$254.2K
36,204
-3%
减持
AIQ
GLOBAL X FDS
-$252.1K
58,775
-0%
减持
AAPL
APPLE INC
-$251.4K
11,253
-2%
增持
DGRO
ISHARES TR
+$249.9K
124,487
+2%
清仓
BSV
VANGUARD BD INDEX FDS
-$245.0K
0
-100%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$238.1K
17,664
+41%
减持
XLY
SELECT SECTOR SPDR TR
-$234.4K
17,469
-2%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$231.7K
14,842
+3%
清仓
XRT
SPDR SERIES TRUST
-$226.0K
0
-100%
清仓
BIL
SPDR SERIES TRUST
-$224.0K
0
-100%
减持
IYC
ISHARES TR
-$222.8K
19,859
-5%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$222.3K
3,719
建仓
BUFX
FIRST TR EXCHNG TRADED FD VI
+$210.6K
9,982
建仓
FDL
FIRST TR EXCHANGE-TRADED FD
+$207.3K
4,080
减持
XLV
SELECT SECTOR SPDR TR
-$206.8K
7,380
-11%
清仓
IJS
ISHARES TR
-$204.6K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$202.5K
1,263
减持
DSTL
ETF SER SOLUTIONS
-$196.9K
65,123
-3%
增持
ORCL
ORACLE CORP
-$189.1K
3,961
+0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$184.6K
63,430
+5%
增持
GRID
FIRST TR EXCHANGE-TRADED FD
+$176.2K
9,598
+5%
增持
GOOG
ALPHABET INC
-$169.8K
6,563
+0%
增持
XAR
SPDR SERIES TRUST
+$162.9K
3,902
+14%
增持
EMXC
ISHARES INC
+$162.1K
6,962
+31%
减持
SOXX
ISHARES TR
+$157.8K
7,223
-2%
增持
DXJ
WISDOMTREE TR
+$156.1K
6,685
+7%
增持
XLU
SELECT SECTOR SPDR TR
+$150.6K
23,186
+8%
增持
FCOM
FIDELITY COVINGTON TRUST
+$142.1K
26,583
+17%
减持
FIW
FIRST TR EXCHANGE-TRADED FD
-$140.1K
17,765
-2%
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$139.9K
58,662
+3%
减持
IWO
ISHARES TR
-$124.2K
3,281
-8%
减持
FDHY
FIDELITY COVINGTON TRUST
-$123.8K
13,793
-14%
增持
WMT
WALMART INC
+$123.5K
9,526
+0%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$123.2K
12,928
-10%
增持
VPU
VANGUARD WORLD FD
+$121.6K
2,555
+23%
减持
PRN
INVESCO EXCHANGE TRADED FD T
+$121.6K
6,970
-1%
减持
VFH
VANGUARD WORLD FD
-$112.7K
7,942
-1%
减持
CAT
CATERPILLAR INC
+$110.7K
836
-1%
减持
VCR
VANGUARD WORLD FD
-$110.6K
2,677
-2%
减持
MGK
VANGUARD WORLD FD
-$110.0K
1,607
-5%
减持
META
META PLATFORMS INC
-$109.0K
991
-3%
增持
QTUM
ETF SER SOLUTIONS
+$107.6K
10,159
+13%
增持
VO
VANGUARD INDEX FDS
+$105.6K
7,624
+6%
增持
EWJ
ISHARES INC
+$104.1K
17,356
+3%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$98.6K
47,063
-3%
减持
IXN
ISHARES TR
-$97.6K
9,002
-5%
增持
FIDU
FIDELITY COVINGTON TRUST
+$97.0K
16,991
+2%
增持
JNJ
JOHNSON & JOHNSON
+$94.9K
2,464
+1%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$93.0K
122,057
-1%
减持
JPM
JPMORGAN CHASE & CO
-$92.4K
2,145
-4%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$89.9K
7,538
+18%
增持
SMH
VANECK ETF TRUST
+$89.5K
2,700
+3%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$87.8K
3,238
-8%
减持
FDIS
FIDELITY COVINGTON TRUST
-$86.5K
7,415
-3%
减持
SDVD
FIRST TR EXCH TRADED FD III
-$83.6K
96,819
-5%
减持
VDC
VANGUARD WORLD FD
+$83.4K
12,217
-3%
减持
FDRR
FIDELITY COVINGTON TRUST
-$80.2K
17,694
-4%
减持
SMOT
VANECK ETF TRUST
-$79.1K
30,849
-4%
减持
IYF
ISHARES TR
-$79.0K
3,399
-9%
增持
CIBR
FIRST TR EXCHANGE-TRADED FD
+$76.0K
7,956
+34%
增持
LQD
ISHARES TR
+$74.4K
12,645
+7%
减持
QTEC
FIRST TR EXCHANGE-TRADED FD
-$69.1K
2,934
-4%
减持
NEAR
ISHARES U S ETF TR
-$65.5K
9,134
-12%
增持
FTEC
FIDELITY COVINGTON TRUST
-$65.1K
4,364
+1%
减持
COST
COSTCO WHOLESALE CORPORATION
-$64.5K
1,332
-17%
增持
VTV
VANGUARD INDEX FDS
+$63.4K
3,182
+8%
减持
HD
HOME DEPOT INC
-$58.5K
2,068
-4%
减持
MGV
VANGUARD WORLD FD
+$51.0K
15,981
-0%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$50.8K
6,671
-11%
减持
FTC
FIRST TR EXCHANGE-TRADED ALP
-$47.3K
5,460
-2%
增持
IYM
ISHARES TR
+$46.3K
2,105
+0%
增持
IWP
ISHARES TR
-$45.2K
6,379
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$41.6K
31,267
+2%
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
-$41.5K
7,166
-5%
减持
HYS
PIMCO ETF TR
-$41.2K
3,035
-11%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$40.3K
9,194
-2%
增持
VOO
VANGUARD INDEX FDS
-$37.0K
4,288
+3%
减持
IYK
ISHARES TR
+$32.9K
15,859
-2%
减持
RTX
RTX CORPORATION
-$32.2K
6,522
-7%
减持
NFLX
NETFLIX INC.
-$31.8K
4,340
-9%
增持
NXTG
FIRST TR EXCHANGE-TRADED FD
+$30.3K
7,274
+0%
减持
FXG
FIRST TR EXCHANGE-TRADED FD
-$29.6K
3,750
-15%
减持
SDY
SPDR SERIES TRUST
+$29.2K
9,323
-3%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$23.8K
28,074
+0%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
-$23.7K
12,477
-8%
增持
SO
SOUTHERN CO
+$22.7K
2,313
+1%
减持
XLE
SELECT SECTOR SPDR TR
+$22.2K
3,630
-19%
减持
PJP
INVESCO EXCHANGE TRADED FD T
-$22.1K
2,714
-7%
减持
IVE
ISHARES TR
-$21.9K
8,124
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$21.5K
680
-2%
增持
SRLN
SSGA ACTIVE ETF TR
+$20.6K
8,379
+10%
增持
VB
VANGUARD INDEX FDS
+$19.9K
2,729
+1%
增持
PAVE
GLOBAL X FDS
+$18.8K
4,669
+2%
增持
IWD
ISHARES TR
+$18.5K
5,325
+0%
增持
VBK
VANGUARD INDEX FDS
+$17.7K
3,022
+2%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
-$15.5K
113,933
+1%
减持
IWS
ISHARES TR
-$14.3K
5,356
-5%
增持
FAD
FIRST TR EXCHANGE-TRADED ALP
-$12.5K
10,528
+1%
减持
VIS
VANGUARD WORLD FD
+$12.5K
2,520
-3%
增持
BILS
SPDR SERIES TRUST
+$12.4K
4,186
+3%
减持
IWN
ISHARES TR
-$12.3K
2,477
-7%
减持
CLOI
VANECK ETF TRUST
-$10.7K
26,975
-1%
减持
FSTA
FIDELITY COVINGTON TRUST
-$10.5K
9,200
-8%
增持
XMCRX
MFS CHARTER INCOME TR
-$9.1K
51,149
+1%
减持
RPV
INVESCO EXCHANGE TRADED FD T
+$8.9K
7,344
-3%
减持
VBR
VANGUARD INDEX FDS
-$6.8K
2,696
-4%
