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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 78 项
建仓 3
增持 67
减持 8
方向
标的
Δ市值
现股数(环比)
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$12.8M
8,509
-88%
建仓
AVUV
AMERICAN CENTY ETF TR
+$10.2M
106,315
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$9.0M
31,781
-88%
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
YLD
PRINCIPAL EXCHANGE TRADED FD
+$6.8M
998,813
+50%
增持
NFLT
ETFIS SER TR I
+$5.2M
640,724
+50%
增持
TSLA
TESLA INC
+$4.5M
65,707
+2%
增持
AAPL
APPLE INC
+$3.5M
129,312
+2%
建仓
FIX
COMFORT SYS USA INC
+$2.9M
7,336
增持
WMT
WALMART INC
+$2.7M
172,644
+4%
增持
NIO
NIO INC
+$2.4M
888,107
+5%
增持
MMM
3M CO
+$2.1M
56,120
+3%
减持
MSFT
MICROSOFT CORP
-$2.1M
37,849
-8%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.8M
33,778
+4%
增持
SPIB
SPDR SER TR
+$1.7M
142,759
+50%
增持
CDC
VICTORY PORTFOLIOS II
+$1.5M
181,110
+3%
增持
META
META PLATFORMS INC
+$1.4M
16,162
+4%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.4M
137,270
+4%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$1.3M
196,586
+3%
增持
NFLX
NETFLIX INC
+$1.2M
17,979
+5%
增持
ABBV
ABBVIE INC
+$1.1M
33,759
+5%
增持
LMT
LOCKHEED MARTIN CORP
+$1.1M
7,870
+5%
增持
COST
COSTCO WHSL CORP NEW
+$1.1M
14,246
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
14,772
+4%
增持
SHOP
SHOPIFY INC
+$1.0M
59,654
+4%
增持
ORCL
ORACLE CORP
+$987.0K
26,705
+6%
增持
—
SUPER MICRO COMPUTER INC
-$975.3K
3,686
+20%
增持
CSCO
CISCO SYS INC
+$965.3K
125,002
+4%
增持
NOC
NORTHROP GRUMMAN CORP
+$934.5K
8,807
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$908.1K
9,911
+3%
增持
AMT
AMERICAN TOWER CORP NEW
+$901.6K
19,838
+4%
增持
RTX
RTX CORPORATION
+$877.2K
33,959
+5%
增持
ISRG
INTUITIVE SURGICAL INC
+$845.1K
12,866
+5%
增持
NEE
NEXTERA ENERGY INC
+$840.6K
48,693
+5%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$805.8K
12,058
+10%
增持
—
JOHNSON CTLS INTL PLC
+$774.8K
51,927
+6%
增持
DUK
DUKE ENERGY CORP NEW
+$733.1K
36,263
+5%
增持
USB
US BANCORP DEL
+$714.2K
95,733
+4%
增持
VEEV
VEEVA SYS INC
+$703.1K
20,657
+4%
增持
TRV
TRAVELERS COMPANIES INC
+$700.0K
16,258
+6%
增持
LOW
LOWES COS INC
+$696.6K
10,831
+7%
增持
BAC
BANK AMERICA CORP
+$622.5K
21,076
+292%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$604.9K
6,329
+6%
增持
HD
HOME DEPOT INC
+$597.9K
6,964
+8%
增持
DHR
DANAHER CORPORATION
+$590.2K
13,491
+7%
增持
SCHG
SCHWAB STRATEGIC TR
+$581.5K
137,836
+1%
增持
AXP
AMERICAN EXPRESS CO
+$580.4K
11,362
+5%
增持
JPM
JPMORGAN CHASE & CO.
+$520.6K
29,431
+5%
增持
GS
GOLDMAN SACHS GROUP INC
+$514.1K
7,665
+6%
增持
AVGO
BROADCOM INC
+$488.3K
25,790
+946%
增持
MA
MASTERCARD INCORPORATED
+$456.9K
5,521
+7%
增持
GOOG
ALPHABET INC
-$447.6K
92,920
+7%
增持
CRM
SALESFORCE INC
+$431.5K
15,877
+4%
增持
—
ASML HOLDING N V
-$419.2K
3,805
+8%
增持
JNJ
JOHNSON & JOHNSON
+$411.2K
16,838
+6%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$394.4K
115,612
+6%
增持
PG
PROCTER AND GAMBLE CO
+$386.9K
20,975
+7%
增持
PANW
PALO ALTO NETWORKS INC
+$346.0K
21,869
+4%
增持
OKTA
OKTA INC
-$332.9K
27,421
+8%
增持
AMD
ADVANCED MICRO DEVICES INC
+$325.1K
21,842
+9%
增持
NVDA
NVIDIA CORPORATION
-$315.7K
209,173
+0%
增持
DKNG
DRAFTKINGS INC NEW
+$283.5K
72,178
+8%
减持
JGRO
J P MORGAN EXCHANGE TRADED F
+$283.3K
187,213
-0%
增持
AMZN
AMAZON COM INC
+$268.1K
121,240
+5%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$205.5K
2,453
增持
ADBE
ADOBE INC
-$147.7K
11,195
+5%
增持
HON
HONEYWELL INTL INC
+$128.2K
17,875
+7%
增持
EOG
EOG RES INC
+$105.3K
31,182
+5%
增持
NET
CLOUDFLARE INC
+$87.3K
48,734
+5%
减持
SOLV
SOLVENTUM CORP
+$65.6K
6,906
-12%
增持
UITB
VICTORY PORTFOLIOS II
+$63.8K
22,956
+2%
增持
LLY
ELI LILLY & CO
+$59.1K
3,434
+4%
减持
T
AT&T INC
+$31.5K
11,136
-0%
增持
INTU
INTUIT
-$29.0K
6,266
+5%
增持
SCHX
SCHWAB STRATEGIC TR
+$14.7K
3,664
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$13.6K
434
+0%
减持
QQQ
INVESCO QQQ TR
+$9.5K
1,107
-0%
增持
PSX
PHILLIPS 66
-$5.4K
26,717
+7%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.3K
21,970
-4%
