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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 86 项
建仓 10
增持 52
减持 10
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
VFLO
VICTORY PORTFOLIOS II
-$17.3M
8,393
-98%
增持
GOOG
ALPHABET INC
+$15.3M
151,537
+25%
建仓
SCIO
FIRST TR EXCHANGE-TRADED FD
+$15.2M
733,884
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
AAPL
APPLE INC
+$15.2M
169,812
+24%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$14.4M
3,750
-98%
减持
JGRO
J P MORGAN EXCHANGE TRADED F
-$13.9M
2,880
-98%
增持
TSLA
TESLA INC
+$12.9M
67,507
+25%
减持
SCHG
SCHWAB STRATEGIC TR
-$12.9M
167,251
-73%
增持
MSFT
MICROSOFT CORP
+$7.9M
62,712
+27%
建仓
NEM
NEWMONT CORP
+$7.8M
92,103
增持
META
META PLATFORMS INC
+$7.6M
27,549
+61%
建仓
GE
GE AEROSPACE
+$7.6M
25,109
增持
WMT
WALMART INC
+$7.2M
226,012
+37%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$6.9M
1,784
-89%
增持
COST
COSTCO WHSL CORP NEW
+$6.6M
23,325
+54%
建仓
—
TRANE TECHNOLOGIES PLC
+$6.3M
14,972
建仓
IONQ
IONQ INC
+$6.2M
101,369
清仓
HTRB
HARTFORD FDS EXCHANGE TRADED
-$6.0M
0
-100%
增持
RTX
RTX CORPORATION
+$5.2M
65,252
+66%
清仓
HON
HONEYWELL INTL INC
-$5.2M
0
-100%
增持
USB
US BANCORP DEL
+$5.0M
217,261
+79%
建仓
—
SPOTIFY TECHNOLOGY S A
+$5.0M
7,125
增持
GS
GOLDMAN SACHS GROUP INC
+$4.8M
14,164
+55%
清仓
PG
PROCTER AND GAMBLE CO
-$4.6M
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$4.6M
0
-100%
清仓
SO
SOUTHERN CO
-$4.5M
0
-100%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$4.4M
45,030
清仓
MMM
3M CO
-$4.2M
0
-100%
增持
AMZN
AMAZON COM INC
+$4.1M
153,424
+14%
增持
PANW
PALO ALTO NETWORKS INC
+$4.1M
66,333
+44%
减持
NFLX
NETFLIX INC
-$4.0M
13,943
-10%
增持
MS
MORGAN STANLEY
+$3.7M
71,412
+32%
增持
HCA
HCA HEALTHCARE INC
+$3.5M
21,165
+48%
减持
NVDA
NVIDIA CORPORATION
+$3.4M
184,199
-6%
增持
JPM
JPMORGAN CHASE & CO.
+$3.4M
39,168
+26%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.3M
42,451
+44%
增持
—
ASML HOLDING N V
+$3.3M
8,831
+35%
增持
SPIB
SPDR SERIES TRUST
+$3.2M
267,585
+54%
增持
WFC
WELLS FARGO CO NEW
+$3.2M
61,991
+148%
减持
OKLO
OKLO INC
+$2.9M
102,112
-33%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.8M
45,207
+13%
增持
ISRG
INTUITIVE SURGICAL INC
+$2.8M
22,019
+69%
增持
CSCO
CISCO SYS INC
+$2.7M
160,697
+34%
增持
PSX
PHILLIPS 66
+$2.7M
53,972
+38%
增持
ORCL
ORACLE CORP
+$2.3M
31,319
+5%
增持
HYDB
ISHARES TR
+$2.2M
539,304
+9%
增持
NOC
NORTHROP GRUMMAN CORP
+$2.2M
11,925
+18%
增持
SHOP
SHOPIFY INC
+$2.2M
53,373
+7%
增持
EVTR
MORGAN STANLEY ETF TRUST
+$2.1M
400,948
+10%
增持
BAC
BANK AMERICA CORP
+$2.0M
106,232
+46%
清仓
JCPB
J P MORGAN EXCHANGE TRADED F
-$1.9M
0
-100%
增持
CRM
SALESFORCE INC
+$1.9M
26,938
+66%
增持
BWXT
BWX TECHNOLOGIES INC
+$1.9M
36,495
+10%
增持
DUK
DUKE ENERGY CORP NEW
+$1.8M
55,719
+30%
增持
EOG
EOG RES INC
+$1.8M
55,994
+50%
增持
LOW
LOWES COS INC
+$1.7M
19,461
+37%
增持
HD
HOME DEPOT INC
+$1.7M
12,637
+37%
增持
COIN
COINBASE GLOBAL INC
+$1.7M
22,393
+35%
清仓
UITB
VICTORY PORTFOLIOS II
-$1.7M
0
-100%
增持
TRV
TRAVELERS COMPANIES INC
+$1.7M
24,990
+27%
清仓
JAVA
J P MORGAN EXCHANGE TRADED F
-$1.7M
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.6M
16,400
+29%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$1.5M
22,229
+28%
增持
AXP
AMERICAN EXPRESS CO
+$1.5M
16,352
+32%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.4M
0
-100%
清仓
CDC
VICTORY PORTFOLIOS II
-$1.4M
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.2M
45,360
+5%
增持
—
JOHNSON CTLS INTL PLC
+$1.2M
67,654
+14%
增持
VEEV
VEEVA SYS INC
+$1.1M
25,088
+14%
增持
MA
MASTERCARD INCORPORATED
+$1.1M
8,670
+28%
减持
AVGO
BROADCOM INC
+$983.5K
26,162
-6%
增持
NET
CLOUDFLARE INC
+$903.8K
38,557
+2%
增持
AMT
AMERICAN TOWER CORP NEW
+$827.2K
33,005
+32%
增持
INTU
INTUIT
+$628.7K
9,772
+27%
增持
DKNG
DRAFTKINGS INC NEW
+$483.1K
112,095
+30%
建仓
VUG
VANGUARD INDEX FDS
+$475.8K
991
建仓
VTV
VANGUARD INDEX FDS
+$389.3K
2,087
清仓
LLY
ELI LILLY & CO
-$353.9K
0
-100%
减持
FIX
COMFORT SYS USA INC
+$309.5K
19,034
-34%
建仓
GOOGL
ALPHABET INC
+$301.7K
1,240
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$248.8K
0
-100%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$208.2K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$57.8K
1,172
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$36.5K
738
+0%
增持
SCHX
SCHWAB STRATEGIC TR
+$18.7K
9,499
+0%
增持
T
AT&T INC
-$3.5K
11,900
+1%
