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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 86 项
建仓 8
增持 58
减持 14
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
VFLO
VICTORY PORTFOLIOS II
+$18.2M
532,580
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$11.4M
193,316
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$11.4M
12,579
-91%
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。
减持
CDC
VICTORY PORTFOLIOS II
-$10.7M
17,612
-90%
减持
JAVA
J P MORGAN EXCHANGE TRADED F
-$9.3M
51,701
-74%
减持
TSLA
TESLA INC
+$8.0M
62,414
-5%
增持
FIX
COMFORT SYS USA INC
+$6.8M
22,882
+212%
清仓
NIO
NIO INC
-$5.9M
0
-100%
清仓
ADBE
ADOBE INC
-$5.8M
0
-100%
减持
MMM
3M CO
-$4.0M
28,599
-49%
减持
AMZN
AMAZON COM INC
+$4.0M
120,985
-0%
增持
NFLX
NETFLIX INC
+$3.5M
18,205
+1%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$3.2M
17,408
建仓
OKLO
OKLO INC
+$3.1M
145,313
建仓
BWXT
BWX TECHNOLOGIES INC
+$3.0M
26,973
建仓
COIN
COINBASE GLOBAL INC
+$2.9M
11,828
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$2.9M
38,685
增持
GOOG
ALPHABET INC
+$2.8M
96,259
+4%
清仓
JNJ
JOHNSON & JOHNSON
-$2.7M
0
-100%
增持
LLY
ELI LILLY & CO
+$2.2M
6,839
+99%
减持
NVDA
NVIDIA CORPORATION
+$2.1M
204,695
-2%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.1M
127,289
+20%
清仓
OKTA
OKTA INC
-$2.0M
0
-100%
增持
WMT
WALMART INC
+$1.9M
175,010
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.7M
577,696
+319%
增持
AVGO
BROADCOM INC
+$1.6M
26,232
+2%
减持
SHOP
SHOPIFY INC
+$1.5M
59,526
-0%
清仓
—
SUPER MICRO COMPUTER INC
-$1.5M
0
-100%
增持
NET
CLOUDFLARE INC
+$1.4M
49,641
+2%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$1.1M
155,626
+35%
增持
JPM
JPMORGAN CHASE & CO.
+$1.0M
30,245
+3%
增持
CRM
SALESFORCE INC
+$1.0M
16,019
+1%
增持
CSCO
CISCO SYS INC
+$897.9K
127,542
+2%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$885.3K
12,472
+3%
增持
COST
COSTCO WHSL CORP NEW
+$858.2K
14,720
+3%
增持
AMT
AMERICAN TOWER CORP NEW
-$795.6K
20,816
+5%
增持
AMD
ADVANCED MICRO DEVICES INC
-$736.9K
23,569
+8%
增持
GS
GOLDMAN SACHS GROUP INC
+$716.4K
7,878
+3%
增持
YLD
PRINCIPAL EXCHANGE TRADED FD
+$654.6K
1,051,167
+5%
增持
PANW
PALO ALTO NETWORKS INC
+$647.5K
44,638
+104%
增持
LMT
LOCKHEED MARTIN CORP
-$638.8K
8,153
+4%
增持
UNH
UNITEDHEALTH GROUP INC
-$627.0K
10,215
+3%
减持
BAC
BANK AMERICA CORP
-$606.9K
5,219
-75%
增持
ISRG
INTUITIVE SURGICAL INC
+$568.9K
13,199
+3%
增持
HON
HONEYWELL INTL INC
+$517.8K
18,649
+4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$474.0K
6,615
+5%
增持
DHR
DANAHER CORPORATION
-$473.6K
14,276
+6%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$450.8K
32,790
+49%
增持
NEE
NEXTERA ENERGY INC
-$449.0K
51,152
+5%
增持
MSFT
MICROSOFT CORP
+$401.8K
39,592
+5%
增持
NOC
NORTHROP GRUMMAN CORP
-$399.0K
9,060
+3%
增持
ABBV
ABBVIE INC
-$390.1K
35,322
+5%
增持
META
META PLATFORMS INC
+$388.8K
16,465
+2%
增持
AXP
AMERICAN EXPRESS CO
+$378.9K
11,659
+3%
减持
JGRO
J P MORGAN EXCHANGE TRADED F
+$360.5K
182,073
-3%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$347.6K
25,163
-21%
减持
AAPL
APPLE INC
-$337.3K
118,970
-8%
增持
NFLT
ETFIS SER TR I
+$333.0K
672,968
+5%
增持
USB
US BANCORP DEL
+$317.8K
98,174
+3%
增持
MA
MASTERCARD INCORPORATED
+$261.3K
5,673
+3%
增持
UITB
VICTORY PORTFOLIOS II
+$260.6K
29,609
+29%
增持
—
ASML HOLDING N V
-$259.5K
4,200
+10%
增持
PSX
PHILLIPS 66
-$256.5K
28,574
+7%
增持
TRV
TRAVELERS COMPANIES INC
+$250.1K
16,840
+4%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$209.5K
7,125
-16%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$205.5K
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$203.1K
2,891
增持
—
JOHNSON CTLS INTL PLC
+$197.3K
53,558
+3%
增持
INTU
INTUIT
+$184.8K
6,485
+3%
增持
LOW
LOWES COS INC
-$155.6K
11,256
+4%
增持
EOG
EOG RES INC
+$136.0K
32,380
+4%
增持
DUK
DUKE ENERGY CORP NEW
-$109.2K
37,793
+4%
减持
SOLV
SOLVENTUM CORP
-$100.8K
5,762
-17%
增持
VEEV
VEEVA SYS INC
+$94.3K
21,068
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$92.7K
15,204
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$84.1K
34,352
+2%
增持
QQQ
INVESCO QQQ TR
+$83.4K
1,220
+10%
增持
SPIB
SPDR SER TR
+$81.0K
149,370
+5%
增持
PG
PROCTER AND GAMBLE CO
+$61.3K
22,035
+5%
增持
DKNG
DRAFTKINGS INC NEW
-$35.6K
75,103
+4%
增持
RTX
RTX CORPORATION
-$28.4K
35,310
+4%
增持
ORCL
ORACLE CORP
-$11.9K
27,237
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$11.4K
445
+3%
增持
T
AT&T INC
+$9.4K
11,172
+0%
增持
SCHX
SCHWAB STRATEGIC TR
+$7.0K
11,030
+201%
增持
HD
HOME DEPOT INC
-$5.8K
7,240
+4%
