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STRATEGIC PLANNING GROUP, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

STRATEGIC PLANNING GROUP, LLC

报告期 2026-03-31 · CIK 0001875525

持仓数

72

前50大市值合计

$707.1M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SCIO FIRST TR EXCHANGE-TRADED FD

STRUCTURED CR IN

$49.3M

2,388,645

7.0%

SPIB SPDR SERIES TRUST

STATE STREET SPD

$48.1M

1,434,770

6.8%

AAPL APPLE INC

COM

$36.5M

143,806

5.2%

AMZN AMAZON COM INC

COM

$28.4M

136,464

4.0%

GOOG ALPHABET INC

CAP STK CL C

$26.7M

93,056

3.8%

NVDA NVIDIA CORPORATION

COM

$25.6M

147,045

3.6%

WMT WALMART INC

COM

$23.9M

192,587

3.4%

MSFT MICROSOFT CORP

COM

$23.8M

64,270

3.4%

COST COSTCO WHOLESALE CORPORATION

COM

$23.7M

23,816

3.4%

AVGO BROADCOM INC

COM

$22.8M

73,764

3.2%

LLY ELI LILLY & CO

COM

$22.0M

23,956

3.1%

META META PLATFORMS INC

CL A

$21.9M

38,255

3.1%

FIX COMFORT SYS USA INC

COM

$19.7M

14,321

2.8%

MA MASTERCARD INCORPORATED

CL A

$17.0M

34,114

2.4%

PGR PROGRESSIVE CORP

COM

$16.8M

84,778

2.4%

CBOE CBOE GLOBAL MKTS INC

COM

$16.2M

57,618

2.3%

ANET ARISTA NETWORKS INC

COM SHS

$15.5M

125,853

2.2%

NFLX NETFLIX INC.

COM

$13.3M

138,497

1.9%

GE GE AEROSPACE

COM NEW

$13.2M

46,369

1.9%

CTAS CINTAS CORP

COM

$12.6M

74,384

1.8%

JPM JPMORGAN CHASE & CO

COM

$12.1M

41,251

1.7%

— LINDE PLC

SHS

$11.9M

24,073

1.7%

TSLA TESLA INC

COM

$11.9M

31,902

1.7%

MS MORGAN STANLEY

COM NEW

$11.6M

70,639

1.6%

TJX TJX COS INC NEW

COM

$11.6M

72,432

1.6%

NEM NEWMONT CORP

COM

$11.2M

103,855

1.6%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$11.2M

33,121

1.6%

RTX RTX CORPORATION

COM

$10.6M

55,185

1.5%

HEI HEICO CORP NEW

COM

$10.4M

37,893

1.5%

LRCX LAM RESEARCH CORP

COM NEW

$10.2M

47,925

1.4%

ISRG INTUITIVE SURGICAL INC

COM NEW

$8.5M

18,379

1.2%

VRTX VERTEX PHARMACEUTICALS INC

COM

$7.8M

17,389

1.1%

— ASML HLDG NV

N Y REGISTRY SHS

$7.6M

5,728

1.1%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$7.3M

49,950

1.0%

— TRANE TECHNOLOGIES PLC

SHS

$7.1M

17,112

1.0%

NOC NORTHROP GRUMMAN CORP

COM

$7.1M

10,423

1.0%

INTU INTUIT

COM

$6.9M

16,041

1.0%

VEEV VEEVA SYS INC

CL A COM

$6.8M

38,521

1.0%

AMD ADVANCED MICRO DEVICES INC

COM

$6.6M

32,455

0.9%

BWXT BWX TECHNOLOGIES INC

COM

$6.5M

31,979

0.9%

DUK DUKE ENERGY CORP NEW

COM NEW

$6.0M

45,807

0.8%

AEP AMERICAN ELEC PWR CO INC

COM

$5.7M

43,607

0.8%

— EATON CORP PLC

SHS

$5.7M

15,894

0.8%

STRL STERLING INFRASTRUCTURE INC

COM

$5.6M

13,853

0.8%

WM WASTE MGMT INC DEL

COM

$5.6M

24,428

0.8%

SHW SHERWIN WILLIAMS CO

COM

$5.5M

17,282

0.8%

PANW PALO ALTO NETWORKS INC

COM

$3.7M

22,994

0.5%

ORCL ORACLE CORP

COM

$3.4M

22,916

0.5%

MP MP MATERIALS CORP

COM CL A

$2.8M

58,307

0.4%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$825.4K

28,333

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

30%前 6 大占比

SCIO7.0%SPIB6.8%AAPL5.2%AMZN4.0%GOOG3.8%NVDA3.6%