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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 91 项
建仓 19
增持 18
减持 34
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
SPIB
SPDR SERIES TRUST
+$38.4M
1,434,770
+401%
增持
SCIO
FIRST TR EXCHANGE-TRADED FD
+$32.9M
2,388,645
+203%
减持
HYDB
ISHARES TR
-$26.2M
14,612
-97%
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
EVTR
MORGAN STANLEY ETF TRUST
-$21.3M
9,808
-98%
减持
TSLA
TESLA INC
-$18.4M
31,902
-53%
减持
GOOG
ALPHABET INC
-$17.7M
93,056
-34%
建仓
PGR
PROGRESSIVE CORP
+$16.8M
84,778
建仓
CBOE
CBOE GLOBAL MKTS INC
+$16.2M
57,618
建仓
ANET
ARISTA NETWORKS INC
+$15.5M
125,853
增持
AVGO
BROADCOM INC
+$13.6M
73,764
+177%
增持
LLY
ELI LILLY & CO
+$13.3M
23,956
+195%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$13.1M
0
-100%
清仓
CSCO
CISCO SYS INC
-$12.9M
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$12.9M
543
-96%
建仓
CTAS
CINTAS CORP
+$12.6M
74,384
清仓
USB
US BANCORP DEL
-$12.5M
0
-100%
建仓
—
LINDE PLC
+$11.9M
24,073
建仓
TJX
TJX COS INC NEW
+$11.6M
72,432
增持
MA
MASTERCARD INCORPORATED
+$11.5M
34,114
+254%
建仓
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$11.2M
33,121
减持
AAPL
APPLE INC
-$10.7M
143,806
-17%
建仓
HEI
HEICO CORP NEW
+$10.4M
37,893
清仓
HCA
HCA HEALTHCARE INC
-$10.3M
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$10.2M
47,925
减持
NVDA
NVIDIA CORPORATION
-$10.1M
147,045
-23%
减持
PANW
PALO ALTO NETWORKS INC
-$9.2M
22,994
-67%
清仓
SHOP
SHOPIFY INC
-$9.0M
0
-100%
减持
AMZN
AMAZON COM INC
-$8.8M
136,464
-15%
减持
—
JOHNSON CONTROLS INTERNATION
-$8.4M
2,014
-97%
减持
MSFT
MICROSOFT CORP
-$8.4M
64,270
-3%
清仓
NET
CLOUDFLARE INC
-$8.1M
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$8.1M
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$7.9M
0
-100%
清仓
CRM
SALESFORCE INC
-$7.8M
0
-100%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$7.8M
17,389
清仓
PSX
PHILLIPS 66
-$7.6M
0
-100%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$7.5M
0
-100%
清仓
OKLO
OKLO INC
-$7.1M
0
-100%
减持
EOG
EOG RES INC
-$6.6M
2,404
-96%
清仓
AXP
AMERICAN EXPRESS CO
-$6.4M
0
-100%
减持
BAC
BANK AMERICA CORP
-$5.9M
7,434
-94%
减持
WFC
WELLS FARGO & CO
-$5.8M
4,865
-93%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$5.7M
43,607
建仓
—
EATON CORP PLC
+$5.7M
15,894
建仓
STRL
STERLING INFRASTRUCTURE INC
+$5.6M
13,853
建仓
WM
WASTE MGMT INC DEL
+$5.6M
24,428
清仓
COIN
COINBASE GLOBAL INC
-$5.6M
0
-100%
建仓
SHW
SHERWIN WILLIAMS CO
+$5.5M
17,282
清仓
IONQ
IONQ INC
-$5.4M
0
-100%
清仓
LOW
LOWES COS INC
-$5.3M
0
-100%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$5.1M
0
-100%
减持
ORCL
ORACLE CORP
-$5.0M
22,916
-47%
清仓
HD
HOME DEPOT INC
-$4.9M
0
-100%
增持
GE
GE AEROSPACE
+$4.8M
46,369
+70%
清仓
—
SPOTIFY TECHNOLOGY S A
-$4.7M
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$3.0M
32,455
-28%
建仓
MP
MP MATERIALS CORP
+$2.8M
58,307
减持
FIX
COMFORT SYS USA INC
+$2.4M
14,321
-23%
减持
WMT
WALMART INC
-$2.4M
192,587
-18%
减持
RTX
RTX CORPORATION
-$2.1M
55,185
-20%
减持
—
ASML HLDG NV
-$2.0M
5,728
-36%
增持
NEM
NEWMONT CORP
+$1.9M
103,855
+10%
增持
META
META PLATFORMS INC
+$1.8M
38,255
+26%
减持
MS
MORGAN STANLEY
-$1.8M
70,639
-7%
减持
COST
COSTCO WHOLESALE CORPORATION
+$1.6M
23,816
-7%
减持
DUK
DUKE ENERGY CORP NEW
-$1.2M
45,807
-26%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.2M
49,950
+4%
增持
JPM
JPMORGAN CHASE & CO
-$1.1M
41,251
+0%
增持
ISRG
INTUITIVE SURGICAL INC
+$970.8K
18,379
+39%
减持
NFLX
NETFLIX INC.
-$902.1K
138,497
-9%
增持
—
TRANE TECHNOLOGIES PLC
+$588.9K
17,112
+2%
增持
VEEV
VEEVA SYS INC
+$493.5K
38,521
+37%
建仓
IWD
ISHARES TR
+$392.5K
1,837
增持
INTU
INTUIT
-$364.6K
16,041
+46%
建仓
IWF
ISHARES TR
+$364.6K
855
减持
QQQ
INVESCO QQQ TR
-$350.3K
625
-46%
减持
NOC
NORTHROP GRUMMAN CORP
-$308.4K
10,423
-20%
建仓
CVX
CHEVRON CORPORATION
+$243.1K
1,175
清仓
RBRK
RUBRIK INC.
-$201.0K
0
-100%
减持
SCHG
SCHWAB STRATEGIC TR
-$109.4K
28,333
-1%
减持
BWXT
BWX TECHNOLOGIES INC
-$64.6K
31,979
-16%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$60.6K
1,266
-5%
增持
T
AT&T INC
+$51.3K
11,710
+1%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$50.2K
3,088
-18%
减持
VFLO
VICTORY PORTFOLIOS II
-$48.0K
5,949
-17%
减持
MU
MICRON TECHNOLOGY INC
+$46.2K
907
-1%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$39.9K
752
-3%
增持
GOOGL
ALPHABET INC
-$16.0K
1,309
+4%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
-$13.6K
2,579
+3%
增持
SCHX
SCHWAB STRATEGIC TR
-$11.4K
9,555
+0%
减持
VTV
VANGUARD INDEX FDS
+$6.6K
2,089
-1%
