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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 82 项
建仓 2
增持 48
减持 29
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
HYDB
ISHARES TR
+$21.5M
456,706
清仓
YLD
PRINCIPAL EXCHANGE TRADED FD
-$20.2M
0
-100%
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$17.1M
337,612
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。
清仓
NFLT
ETFIS SER TR I
-$15.1M
0
-100%
减持
TSLA
TESLA INC
-$14.6M
40,793
-35%
减持
NVDA
NVIDIA CORPORATION
-$9.5M
166,332
-19%
减持
AMZN
AMAZON COM INC
-$3.6M
120,448
-0%
增持
AAPL
APPLE INC
-$3.2M
119,615
+1%
增持
GOOG
ALPHABET INC
-$2.5M
101,119
+5%
减持
AVGO
BROADCOM INC
-$2.3M
22,623
-14%
减持
NFLX
NETFLIX INC
-$2.2M
14,994
-18%
减持
SHOP
SHOPIFY INC
-$2.2M
43,500
-27%
增持
FIX
COMFORT SYS USA INC
-$2.1M
23,584
+3%
减持
WMT
WALMART INC
-$2.1M
156,350
-11%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.9M
227,326
+18%
减持
JGRO
J P MORGAN EXCHANGE TRADED F
-$1.5M
179,117
-2%
减持
NET
CLOUDFLARE INC
-$1.5M
33,962
-32%
增持
AMT
AMERICAN TOWER CORP NEW
+$1.4M
24,046
+16%
减持
JAVA
J P MORGAN EXCHANGE TRADED F
-$1.4M
29,423
-43%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
15,388
+1%
减持
CRM
SALESFORCE INC
-$1.3M
15,117
-6%
增持
SCHG
SCHWAB STRATEGIC TR
-$1.2M
594,965
+3%
减持
META
META PLATFORMS INC
-$1.1M
14,757
-10%
增持
PSX
PHILLIPS 66
+$1.1M
35,348
+24%
减持
ABBV
ABBVIE INC
+$1.1M
35,059
-1%
增持
PG
PROCTER AND GAMBLE CO
+$976.7K
27,408
+24%
增持
AMD
ADVANCED MICRO DEVICES INC
+$949.9K
36,956
+57%
增持
—
ASML HOLDING N V
+$946.7K
5,822
+39%
增持
TRV
TRAVELERS COMPANIES INC
+$924.2K
18,834
+12%
增持
NEE
NEXTERA ENERGY INC
+$919.3K
64,696
+26%
增持
DUK
DUKE ENERGY CORP NEW
+$915.6K
40,891
+8%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$913.1K
3,038
-57%
增持
RTX
RTX CORPORATION
+$912.9K
37,739
+7%
增持
LLY
ELI LILLY & CO
+$891.0K
7,471
+9%
减持
ISRG
INTUITIVE SURGICAL INC
-$793.3K
12,309
-7%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$757.6K
7,637
-70%
增持
SPIB
SPDR SER TR
+$716.1K
168,757
+13%
增持
NOC
NORTHROP GRUMMAN CORP
+$708.0K
9,687
+7%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$707.7K
174,090
+12%
增持
COIN
COINBASE GLOBAL INC
-$646.7K
13,297
+12%
增持
ORCL
ORACLE CORP
-$642.1K
27,871
+2%
减持
PANW
PALO ALTO NETWORKS INC
-$627.2K
43,924
-2%
减持
VFLO
VICTORY PORTFOLIOS II
-$565.3K
513,137
-4%
减持
USB
US BANCORP DEL
-$561.7K
97,915
-0%
增持
MA
MASTERCARD INCORPORATED
+$561.4K
6,474
+14%
增持
UNH
UNITEDHEALTH GROUP INC
+$550.7K
10,918
+7%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$549.8K
28,158
-18%
增持
DHR
DANAHER CORPORATION
+$545.8K
18,649
+31%
减持
CSCO
CISCO SYS INC
-$517.7K
113,965
-11%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$504.2K
7,929
+20%
减持
OKLO
OKLO INC
-$478.3K
120,515
-17%
增持
VEEV
VEEVA SYS INC
+$466.0K
21,135
+0%
增持
EOG
EOG RES INC
+$454.0K
34,491
+7%
增持
INTU
INTUIT
+$443.1K
7,360
+13%
增持
MSFT
MICROSOFT CORP
+$408.8K
45,544
+15%
清仓
SOLV
SOLVENTUM CORP
-$380.7K
0
-100%
增持
HD
HOME DEPOT INC
+$367.6K
8,687
+20%
增持
—
JOHNSON CTLS INTL PLC
+$360.5K
57,269
+7%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$345.2K
38,755
+0%
增持
LOW
LOWES COS INC
+$318.2K
13,275
+18%
增持
AXP
AMERICAN EXPRESS CO
-$302.7K
11,736
+1%
减持
GS
GOLDMAN SACHS GROUP INC
-$298.3K
7,712
-2%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$298.0K
16,899
-3%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$287.7K
38,231
+17%
增持
UITB
VICTORY PORTFOLIOS II
+$246.5K
34,243
+16%
增持
CDC
VICTORY PORTFOLIOS II
+$241.1K
20,439
+16%
增持
HON
HONEYWELL INTL INC
+$238.3K
21,020
+13%
减持
MMM
3M CO
+$235.8K
26,744
-6%
减持
COST
COSTCO WHSL CORP NEW
+$232.2K
14,506
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$230.2K
9,384
+15%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$207.7K
14,640
+16%
增持
DKNG
DRAFTKINGS INC NEW
-$175.1K
78,852
+5%
增持
SPY
SPDR S&P 500 ETF TR
+$137.7K
712
+60%
增持
AVUV
AMERICAN CENTY ETF TR
-$107.2K
139,727
+10%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$95.8K
12,375
-1%
增持
BWXT
BWX TECHNOLOGIES INC
+$86.6K
31,335
+16%
减持
QQQ
INVESCO QQQ TR
-$78.4K
1,163
-5%
增持
T
AT&T INC
+$74.8K
11,641
+4%
增持
WFC
WELLS FARGO CO NEW
+$14.9K
3,036
+5%
增持
SCHX
SCHWAB STRATEGIC TR
-$11.4K
11,064
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$10.4K
29,598
-2%
增持
BAC
BANK AMERICA CORP
+$1.1K
5,522
+6%
