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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
$707.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 119 项
建仓 6
增持 101
减持 9
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
SCHG
SCHWAB STRATEGIC TR
+$11.9M
128,353
增持
NVDA
NVIDIA CORPORATION
+$10.3M
20,488
+24%
增持
AMZN
AMAZON COM INC
+$5.6M
100,759
+21%
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
MSFT
MICROSOFT CORP
+$4.6M
33,911
+32%
增持
NFLX
NETFLIX INC
+$4.0M
14,187
+50%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$3.3M
70,030
+24%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$2.8M
177,462
+12%
增持
META
META PLATFORMS INC
+$2.5M
14,241
+14%
增持
WMT
WALMART INC
+$2.4M
147,918
+260%
增持
GOOG
ALPHABET INC
+$2.4M
77,005
+16%
增持
YLD
PRINCIPAL EXCHANGE TRADED FD
+$2.4M
459,137
+35%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$2.3M
180,152
+18%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$2.2M
125,763
+17%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$2.1M
245,115
+21%
增持
COST
COSTCO WHSL CORP NEW
+$1.7M
12,485
+10%
建仓
NVO
NOVO-NORDISK A S
+$1.4M
11,289
增持
CDC
VICTORY PORTFOLIOS II
+$1.4M
167,013
+11%
建仓
DKNG
DRAFTKINGS INC NEW
+$1.4M
30,427
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
11,448
+16%
增持
JPM
JPMORGAN CHASE & CO
+$1.3M
24,354
+15%
增持
LOW
LOWES COS INC
+$1.2M
8,916
+81%
增持
ABBV
ABBVIE INC
+$1.1M
24,788
+14%
增持
AAPL
APPLE INC
+$1.1M
208,823
+9%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.1M
11,158
+14%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.1M
23,097
+15%
增持
ORCL
ORACLE CORP
+$1.0M
23,281
+29%
增持
—
ASML HOLDING N V
+$933.7K
3,283
+10%
增持
NIO
NIO INC
-$930.0K
329,320
+24%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$896.9K
10,406
+9%
增持
PSX
PHILLIPS 66
+$888.3K
18,774
+15%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$867.0K
79,181
增持
VEEV
VEEVA SYS INC
+$856.6K
12,967
+16%
增持
TRV
TRAVELERS COMPANIES INC
+$790.4K
12,930
+13%
增持
RTX
RTX CORPORATION
+$761.8K
29,298
+18%
建仓
EBAY
EBAY INC.
+$755.3K
14,309
增持
—
JOHNSON CTLS INTL PLC
+$742.5K
44,419
+19%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$728.0K
70,323
+36%
增持
NET
CLOUDFLARE INC
+$723.2K
30,649
+14%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$715.3K
104,728
-16%
增持
CRM
SALESFORCE INC
+$711.0K
9,583
+16%
增持
PANW
PALO ALTO NETWORKS INC
+$709.8K
15,066
+24%
减持
F
FORD MTR CO DEL
-$697.3K
124,768
-35%
增持
CSCO
CISCO SYS INC
+$694.0K
77,098
+23%
增持
EOG
EOG RES INC
+$682.4K
21,621
+26%
减持
PG
PROCTER AND GAMBLE CO
-$674.9K
17,482
-27%
增持
AMD
ADVANCED MICRO DEVICES INC
+$640.9K
17,477
+2%
增持
NEE
NEXTERA ENERGY INC
+$612.9K
42,108
+23%
增持
AVGO
BROADCOM INC
+$599.2K
2,348
+4%
增持
AXP
AMERICAN EXPRESS CO
+$586.9K
9,926
+11%
增持
CAT
CATERPILLAR INC
+$581.2K
6,355
+8%
增持
USB
US BANCORP DEL
+$577.7K
59,135
+24%
减持
PFE
PFIZER INC
-$577.5K
51,903
-26%
增持
DHR
DANAHER CORPORATION
+$577.1K
10,729
+18%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$564.7K
4,707
+15%
增持
NOC
NORTHROP GRUMMAN CORP
+$561.5K
5,596
+24%
增持
MMM
3M CO
+$555.0K
37,072
+20%
增持
MA
MASTERCARD INCORPORATED
+$510.5K
4,452
+16%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$507.7K
11,678
+12%
清仓
DIS
DISNEY WALT CO
-$502.9K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$481.6K
6,096
+27%
增持
LMT
LOCKHEED MARTIN CORP
+$476.6K
5,629
+22%
增持
GS
GOLDMAN SACHS GROUP INC
+$475.8K
6,621
+12%
增持
—
EXXON MOBIL CORP
+$450.0K
12,844
+23%
增持
MRK
MERCK & CO INC
+$410.4K
10,951
+15%
增持
SYK
STRYKER CORPORATION
+$407.5K
3,986
+17%
增持
JNJ
JOHNSON & JOHNSON
+$392.5K
12,289
+24%
增持
OKTA
OKTA INC
+$390.9K
21,740
+4%
增持
TSLA
TESLA INC
-$383.5K
35,406
+33%
增持
WFC
WELLS FARGO CO NEW
+$367.0K
28,025
+10%
增持
DUK
DUKE ENERGY CORP NEW
+$359.5K
26,746
+17%
增持
INTU
INTUIT
+$357.6K
4,256
+10%
增持
HON
HONEYWELL INTL INC
+$327.0K
12,730
+17%
增持
TM
TOYOTA MOTOR CORP
+$314.5K
3,217
+19%
增持
MET
METLIFE INC
+$314.0K
18,581
+16%
增持
COP
CONOCOPHILLIPS
+$311.2K
10,644
+18%
增持
DE
DEERE & CO
+$309.0K
4,729
+16%
增持
GD
GENERAL DYNAMICS CORP
+$307.1K
4,676
+20%
增持
BAC
BANK AMERICA CORP
+$307.0K
41,992
+10%
增持
SHOP
SHOPIFY INC
+$285.4K
33,135
+14%
增持
V
VISA INC
+$270.0K
4,826
+17%
增持
CVX
CHEVRON CORP NEW
+$269.3K
8,565
+18%
增持
AEP
AMERICAN ELEC PWR CO INC
+$269.0K
15,137
+19%
减持
LLY
ELI LILLY & CO
+$265.6K
3,120
-16%
增持
D
DOMINION ENERGY INC
+$265.6K
26,322
+20%
增持
VLO
VALERO ENERGY CORP
+$263.0K
4,579
+15%
增持
—
HESS CORP
+$259.3K
8,481
+18%
清仓
IEI
ISHARES TR
-$256.7K
0
-100%
减持
UITB
VICTORY PORTFOLIOS II
-$252.0K
21,480
-19%
增持
SAP
SAP SE
+$250.4K
3,973
+17%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$246.1K
21,321
-19%
增持
SO
SOUTHERN CO
+$241.0K
17,517
+21%
清仓
VOO
VANGUARD INDEX FDS
-$236.3K
0
-100%
增持
AI
C3 AI INC
+$224.2K
43,001
+31%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$201.5K
4,446
增持
AMT
AMERICAN TOWER CORP NEW
+$196.1K
12,437
+19%
增持
PH
PARKER-HANNIFIN CORP
+$193.8K
1,290
+14%
增持
DDOG
DATADOG INC
+$192.4K
10,261
+16%
增持
STT
STATE STR CORP
+$169.2K
16,068
+16%
增持
ADBE
ADOBE INC
+$157.0K
6,510
+24%
增持
ING
ING GROEP N.V.
+$137.4K
40,774
+14%
增持
SLB
SCHLUMBERGER LTD
+$131.8K
11,481
+20%
增持
FSLY
FASTLY INC
-$111.1K
68,336
+22%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$111.0K
2,218
+9%
增持
SHEL
SHELL PLC
+$107.7K
9,232
+19%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$91.7K
3,074
+5%
减持
QQQ
INVESCO QQQ TR
-$88.8K
1,474
-19%
增持
VZ
VERIZON COMMUNICATIONS INC
+$85.2K
18,686
+1%
增持
TMUS
T-MOBILE US INC
+$78.5K
3,756
+13%
减持
HD
HOME DEPOT INC
-$66.3K
5,626
-12%
增持
SNY
SANOFI
+$57.3K
12,051
+13%
增持
ASAN
ASANA INC
+$49.2K
31,417
+37%
增持
MDB
MONGODB INC
+$41.6K
1,469
+24%
增持
BHP
BHP GROUP LTD
-$40.9K
18,687
+14%
增持
ZS
ZSCALER INC
-$30.9K
2,843
+9%
增持
ROK
ROCKWELL AUTOMATION INC
+$26.1K
1,989
+12%
增持
SPY
SPDR S&P 500 ETF TR
+$21.4K
432
+0%
增持
UPWK
UPWORK INC
-$19.5K
41,110
+17%
增持
CMCSA
COMCAST CORP NEW
+$12.0K
5,693
+6%
增持
T
AT&T INC
+$9.2K
11,141
+0%
