小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 121 项
建仓 5
增持 67
减持 3
清仓 46
方向
标的
Δ市值
现股数(环比)
建仓
NFLT
ETFIS SER TR I
+$9.6M
428,138
减持
AAPL
APPLE INC
+$7.9M
126,545
-39%
增持
NVDA
NVIDIA CORPORATION
+$7.2M
208,174
+916%
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
TSLA
TESLA INC
+$6.5M
64,305
+82%
增持
GOOG
ALPHABET INC
+$4.3M
87,138
+13%
增持
AMZN
AMAZON COM INC
+$4.1M
115,512
+15%
增持
MSFT
MICROSOFT CORP
+$4.1M
41,124
+21%
增持
YLD
PRINCIPAL EXCHANGE TRADED FD
+$3.9M
664,805
+45%
建仓
SPIB
SPDR SER TR
+$3.1M
95,322
增持
NFLX
NETFLIX INC
+$2.9M
17,073
+20%
增持
PANW
PALO ALTO NETWORKS INC
+$2.8M
21,028
+40%
增持
ADBE
ADOBE INC
+$2.7M
10,700
+64%
建仓
—
SUPER MICRO COMPUTER INC
+$2.5M
3,063
增持
COST
COSTCO WHSL CORP NEW
+$2.4M
13,607
+9%
增持
WMT
WALMART INC
+$2.3M
165,957
+12%
清仓
CAT
CATERPILLAR INC
-$2.3M
0
-100%
增持
NIO
NIO INC
+$2.0M
848,144
+158%
清仓
DE
DEERE & CO
-$1.9M
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.9M
136,635
+6%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.9M
9,595
+57%
增持
CSCO
CISCO SYS INC
+$1.8M
119,708
+55%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.7M
73,378
+5%
清仓
F
FORD MTR CO DEL
-$1.7M
0
-100%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$1.7M
187,753
+6%
增持
MMM
3M CO
+$1.6M
54,517
+47%
清仓
WFC
WELLS FARGO CO NEW
-$1.6M
0
-100%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$1.6M
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.6M
0
-100%
清仓
—
EXXON MOBIL CORP
-$1.5M
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$1.4M
0
-100%
清仓
MRK
MERCK & CO INC
-$1.4M
0
-100%
清仓
PFE
PFIZER INC
-$1.4M
0
-100%
清仓
SYK
STRYKER CORPORATION
-$1.4M
0
-100%
减持
BAC
BANK AMERICA CORP
-$1.4M
5,375
-87%
清仓
MET
METLIFE INC
-$1.4M
0
-100%
清仓
COP
CONOCOPHILLIPS
-$1.4M
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$1.4M
0
-100%
清仓
V
VISA INC
-$1.3M
0
-100%
清仓
GD
GENERAL DYNAMICS CORP
-$1.3M
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$1.3M
0
-100%
清仓
D
DOMINION ENERGY INC
-$1.3M
0
-100%
清仓
—
HESS CORP
-$1.3M
0
-100%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$1.3M
0
-100%
清仓
DDOG
DATADOG INC
-$1.3M
0
-100%
清仓
SO
SOUTHERN CO
-$1.3M
0
-100%
增持
AMT
AMERICAN TOWER CORP NEW
+$1.3M
19,096
+54%
清仓
STT
STATE STR CORP
-$1.2M
0
-100%
增持
SHOP
SHOPIFY INC
+$1.2M
57,240
+73%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.2M
32,498
+41%
增持
DKNG
DRAFTKINGS INC NEW
+$1.2M
66,698
+119%
清仓
AI
C3 AI INC
-$1.2M
0
-100%
增持
INTU
INTUIT
+$1.2M
5,965
+40%
清仓
BHP
BHP GROUP LTD
-$1.1M
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
+$1.0M
8,525
+52%
增持
CRM
SALESFORCE INC
+$1.0M
15,225
+59%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.0M
12,309
+10%
增持
USB
US BANCORP DEL
+$1.0M
92,283
+56%
增持
ABBV
ABBVIE INC
+$1.0M
32,176
+30%
增持
EOG
EOG RES INC
+$963.9K
29,617
+37%
增持
HON
HONEYWELL INTL INC
+$953.9K
16,703
+31%
增持
LMT
LOCKHEED MARTIN CORP
+$951.9K
7,519
+34%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$944.0K
14,155
+24%
增持
META
META PLATFORMS INC
+$890.7K
15,481
+9%
增持
NET
CLOUDFLARE INC
+$887.1K
46,539
+52%
清仓
FSLY
FASTLY INC
-$886.3K
0
-100%
清仓
RIVN
RIVIAN AUTOMOTIVE INC
-$867.0K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW
+$861.4K
34,401
+29%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$851.8K
10,928
+5%
增持
AVGO
BROADCOM INC
+$848.3K
2,466
+5%
清仓
TM
TOYOTA MOTOR CORP
-$809.7K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$806.9K
28,108
+15%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$784.1K
0
-100%
清仓
VLO
VALERO ENERGY CORP
-$781.6K
0
-100%
清仓
SAP
SAP SE
-$774.9K
0
-100%
清仓
EBAY
EBAY INC.
-$755.3K
0
-100%
清仓
PH
PARKER-HANNIFIN CORP
-$717.2K
0
-100%
清仓
ING
ING GROEP N.V.
-$672.4K
0
-100%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$668.6K
0
-100%
增持
ORCL
ORACLE CORP
+$639.4K
25,238
+8%
清仓
SLB
SCHLUMBERGER LTD
-$629.3K
0
-100%
增持
VEEV
VEEVA SYS INC
+$627.8K
19,847
+53%
清仓
SHEL
SHELL PLC
-$619.0K
0
-100%
清仓
TMUS
T-MOBILE US INC
-$613.2K
0
-100%
清仓
SNY
SANOFI
-$585.7K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$584.3K
46,256
+10%
清仓
ROK
ROCKWELL AUTOMATION INC
-$579.5K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$574.6K
5,986
+27%
增持
LLY
ELI LILLY & CO
+$556.7K
3,295
+6%
清仓
ZS
ZSCALER INC
-$547.8K
0
-100%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$533.6K
191,072
+6%
清仓
MDB
MONGODB INC
-$527.2K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$515.0K
7,253
+10%
清仓
UPWK
UPWORK INC
-$504.0K
0
-100%
清仓
ASAN
ASANA INC
-$486.7K
0
-100%
增持
DHR
DANAHER CORPORATION
+$481.4K
12,650
+18%
增持
PSX
PHILLIPS 66
+$450.8K
24,915
+33%
建仓
SOLV
SOLVENTUM CORP
+$415.9K
7,865
增持
PG
PROCTER AND GAMBLE CO
+$409.5K
19,682
+13%
增持
—
ASML HOLDING N V
+$403.1K
3,510
+7%
增持
RTX
RTX CORPORATION
+$379.9K
32,247
+10%
增持
JNJ
JOHNSON & JOHNSON
+$373.5K
15,856
+29%
增持
—
JOHNSON CTLS INTL PLC
+$353.8K
48,973
+10%
增持
CDC
VICTORY PORTFOLIOS II
+$340.7K
175,598
+5%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$298.1K
131,719
+5%
清仓
CMCSA
COMCAST CORP NEW
-$246.8K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$241.0K
10,801
+9%
建仓
SCHX
SCHWAB STRATEGIC TR
+$234.0K
3,642
清仓
FBND
FIDELITY MERRIMACK STR TR
-$201.5K
0
-100%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$135.2K
257,336
+5%
增持
TRV
TRAVELERS COMPANIES INC
+$130.6K
15,277
+18%
增持
MA
MASTERCARD INCORPORATED
+$125.3K
5,144
+16%
减持
QQQ
INVESCO QQQ TR
-$123.5K
1,108
-25%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$113.9K
108,911
+4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$104.3K
20,090
+15%
增持
OKTA
OKTA INC
+$97.0K
25,333
+17%
增持
HD
HOME DEPOT INC
+$66.0K
6,461
+15%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$64.0K
22,847
+7%
增持
UITB
VICTORY PORTFOLIOS II
+$40.2K
22,527
+5%
增持
LOW
LOWES COS INC
-$34.4K
10,147
+14%
增持
T
AT&T INC
+$17.4K
11,171
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$9.9K
433
+0%
