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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 83 项
建仓 4
增持 66
减持 7
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$12.9M
196,025
+18%
清仓
AVUV
AMERICAN CENTY ETF TR
-$12.2M
0
-100%
增持
FIX
COMFORT SYS USA INC
+$7.8M
28,715
+22%
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。
建仓
MS
MORGAN STANLEY
+$7.6M
54,032
增持
MSFT
MICROSOFT CORP
+$7.4M
49,323
+8%
清仓
ABBV
ABBVIE INC
-$7.3M
0
-100%
增持
NFLX
NETFLIX INC
+$6.8M
15,500
+3%
增持
AMZN
AMAZON COM INC
+$6.7M
134,824
+12%
增持
TSLA
TESLA INC
+$6.5M
53,805
+32%
增持
OKLO
OKLO INC
+$5.9M
152,678
+27%
减持
LLY
ELI LILLY & CO
-$5.8M
453
-94%
增持
GOOG
ALPHABET INC
+$5.8M
121,576
+20%
清仓
UNH
UNITEDHEALTH GROUP INC
-$5.7M
0
-100%
建仓
HCA
HCA HEALTHCARE INC
+$5.5M
14,317
清仓
NEE
NEXTERA ENERGY INC
-$4.6M
0
-100%
建仓
SO
SOUTHERN CO
+$4.5M
48,484
增持
META
META PLATFORMS INC
+$4.1M
17,104
+16%
增持
AVGO
BROADCOM INC
+$3.9M
27,744
+23%
清仓
DHR
DANAHER CORPORATION
-$3.8M
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$3.7M
613
-92%
增持
NET
CLOUDFLARE INC
+$3.5M
37,635
+11%
增持
COIN
COINBASE GLOBAL INC
+$3.5M
16,585
+25%
增持
SCHG
SCHWAB STRATEGIC TR
+$3.3M
624,143
+5%
增持
BAC
BANK AMERICA CORP
+$3.2M
72,802
+1218%
增持
ORCL
ORACLE CORP
+$2.6M
29,763
+7%
增持
WMT
WALMART INC
+$2.4M
164,574
+5%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.3M
43,027
+16%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.2M
9,129
+18%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.2M
40,009
+3%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$2.1M
12,738
+3%
增持
HYDB
ISHARES TR
+$2.1M
496,220
+9%
增持
PANW
PALO ALTO NETWORKS INC
+$2.0M
46,184
+5%
增持
WFC
WELLS FARGO CO NEW
+$1.8M
25,017
+724%
增持
JPM
JPMORGAN CHASE & CO.
+$1.7M
30,998
+5%
增持
BWXT
BWX TECHNOLOGIES INC
+$1.7M
33,320
+6%
增持
—
JOHNSON CTLS INTL PLC
+$1.7M
59,277
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.7M
29,420
+4%
增持
SHOP
SHOPIFY INC
+$1.6M
50,081
+15%
增持
INTU
INTUIT
+$1.5M
7,674
+4%
增持
AAPL
APPLE INC
+$1.5M
136,853
+14%
增持
VEEV
VEEVA SYS INC
+$1.4M
21,993
+4%
增持
EVTR
MORGAN STANLEY ETF TRUST
+$1.4M
363,782
+8%
增持
—
ASML HOLDING N V
+$1.4M
6,552
+13%
增持
USB
US BANCORP DEL
+$1.4M
121,475
+24%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.3M
233,307
+3%
增持
COST
COSTCO WHSL CORP NEW
+$1.3M
15,160
+5%
增持
CSCO
CISCO SYS INC
+$1.3M
119,884
+5%
增持
DKNG
DRAFTKINGS INC NEW
+$1.1M
86,482
+10%
增持
ISRG
INTUITIVE SURGICAL INC
+$982.5K
13,026
+6%
减持
JGRO
J P MORGAN EXCHANGE TRADED F
+$969.3K
164,823
-8%
增持
AXP
AMERICAN EXPRESS CO
+$784.4K
12,358
+5%
增持
RTX
RTX CORPORATION
+$739.4K
39,298
+4%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$722.8K
17,398
+3%
增持
HON
HONEYWELL INTL INC
+$709.6K
22,160
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$448.3K
15,948
+4%
增持
LMT
LOCKHEED MARTIN CORP
+$383.1K
9,879
+5%
增持
CRM
SALESFORCE INC
+$380.8K
16,273
+8%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$378.3K
916
-70%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$340.6K
0
-100%
增持
PSX
PHILLIPS 66
+$300.1K
39,102
+11%
增持
MMM
3M CO
+$298.8K
27,761
+4%
增持
TRV
TRAVELERS COMPANIES INC
+$289.7K
19,700
+5%
增持
AMT
AMERICAN TOWER CORP NEW
+$288.0K
24,977
+4%
增持
MA
MASTERCARD INCORPORATED
+$250.7K
6,761
+4%
建仓
RBRK
RUBRIK INC.
+$235.4K
2,628
增持
SPIB
SPDR SERIES TRUST
+$226.1K
173,781
+3%
增持
HD
HOME DEPOT INC
+$190.9K
9,205
+6%
减持
JAVA
J P MORGAN EXCHANGE TRADED F
-$165.9K
26,010
-12%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$149.0K
41,380
+8%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$135.0K
15,924
+9%
增持
UITB
VICTORY PORTFOLIOS II
+$119.3K
36,683
+7%
增持
QQQ
INVESCO QQQ TR
+$100.6K
1,171
+1%
增持
NOC
NORTHROP GRUMMAN CORP
+$82.0K
10,084
+4%
增持
CDC
VICTORY PORTFOLIOS II
+$81.7K
22,367
+9%
增持
DUK
DUKE ENERGY CORP NEW
+$63.7K
42,806
+5%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$60.3K
175,818
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$56.9K
737
+4%
增持
PG
PROCTER AND GAMBLE CO
-$54.4K
28,976
+6%
增持
EOG
EOG RES INC
+$52.9K
37,422
+8%
增持
LOW
LOWES COS INC
+$47.2K
14,167
+7%
减持
SCHX
SCHWAB STRATEGIC TR
-$12.8K
9,473
-14%
减持
VFLO
VICTORY PORTFOLIOS II
-$11.9K
497,268
-3%
增持
T
AT&T INC
+$10.4K
11,735
+1%
