13FBOX
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC · 13F 持仓分析
期权收益计算器 机构排行

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

No.8642 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.28亿
环比变动 Q1 2026
+$1,480.2万+13.0%
持仓股票数
154
新买入
28
加仓
72
减仓
53
清仓
7
持股不变
1
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSPDR道富系列信托SPYG
6.9%6.08%$885.6万7.4万股$690.4万7.1万股+3,920股+5.56%加仓
英伟达NVDA
5.94%5.76%$762.2万3.8万股$653.6万3.7万股+612股+1.63%加仓
亚马逊AMZN
3.17%3.06%$406.7万1.7万股$347.0万1.7万股+400股+2.40%加仓
特斯拉TSLA
3.03%3.11%$388.8万9,243股$353.2万9,500股-257股-2.71%减仓
谷歌AGOOGL
3.01%2.65%$385.7万1.1万股$300.4万1.0万股+348股+3.33%加仓
SSPDR道富系列信托BIL
2.97%3.19%$380.8万4.2万股$361.7万3.9万股+2,088股+5.29%加仓
微软MSFT
2.84%2.89%$364.8万9,780股$328.1万8,863股+917股+10.35%加仓
Meta平台META
2.33%2.86%$298.5万5,300股$324.8万5,676股-376股-6.62%减仓
AAlphabet Inc Class CGOOG
2.21%2.12%$283.5万8,023股$240.3万8,375股-352股-4.20%减仓
VisaV
2.08%2.27%$266.7万7,773股$258.2万8,543股-770股-9.01%减仓
波音BA
1.69%1.83%$216.3万9,993股$208.0万1.0万股-458股-4.38%减仓
苹果AAPL
1.53%1.19%$196.3万6,782股$135.3万5,332股+1,450股+27.19%加仓
NETFLIXNFLX
1.46%2.34%$187.2万2.6万股$265.4万2.8万股-1,382股-5.01%减仓
甲骨文ORCL
1.32%1.7%$169.9万1.2万股$193.1万1.3万股-1,536股-11.70%减仓
MMONSTER BEVERAGE NEW COMMNST
1.14%1.04%$146.7万1.5万股$118.3万1.6万股-1,063股-6.51%减仓
强生JNJ
1.05%0.99%$135.2万5,324股$112.9万4,618股+706股+15.29%加仓
威瑞森VZ
1.04%1.39%$133.6万3.2万股$158.0万3.1万股+86股+0.27%加仓
博通AVGO
0.99%0.82%$127.2万3,369股$92.5万2,989股+380股+12.71%加仓
福泰制药VRTX
0.93%1%$119.8万2,412股$114.1万2,555股-143股-5.60%减仓
PHILIP MORRIS INTLPM
0.91%0.86%$116.9万6,460股$97.1万5,872股+588股+10.01%加仓
GGILEAD SCIENCES COMGILD
0.88%1.08%$113.4万8,972股$123.2万8,835股+137股+1.55%加仓
ShopifySHOP
0.87%1.14%$111.0万9,725股$129.5万1.1万股-1,193股-10.93%减仓
IINNOVATOR DEFINED WEALTH SHLD ETFBALT
0.84%0.89%$108.2万3.2万股$101.3万3.0万股+1,321股+4.37%加仓
IInnovator ETF信托EALT
0.83%0.76%$106.2万3.0万股$86.3万2.6万股+3,908股+15.21%加仓
雷神技术RTX
0.82%0.84%$105.4万5,556股$95.9万4,969股+587股+11.81%加仓
美敦力MDT
0.81%0.89%$103.5万1.3万股$100.7万1.2万股+1,608股+13.84%加仓
艾伯维ABBV
0.79%0.79%$101.0万4,013股$89.7万4,122股-109股-2.64%减仓
迪士尼DIS
0.77%0.93%$99.1万1.0万股$105.1万1.1万股-603股-5.53%减仓
芝加哥商品交易所CME
0.76%1.03%$97.9万4,434股$117.1万3,963股+471股+11.88%加仓
默沙东MRK
0.76%0.71%$97.2万7,565股$81.0万6,730股+835股+12.41%加仓
CVS健康CVS
0.75%0.58%$95.8万9,264股$65.4万9,109股+155股+1.70%加仓
空气化工APD
0.71%0.78%$91.4万3,116股$88.7万3,053股+63股+2.06%加仓
麦当劳MCD
0.7%0.91%$90.1万3,334股$102.8万3,306股+28股+0.85%加仓
BBANK OF AMERBAC
0.69%0.57%$88.9万1.6万股$64.7万1.3万股+2,332股+17.56%加仓
MONDELEZ INTL CL AMDLZ
0.67%0.47%$86.2万1.5万股$53.3万9,248股+5,653股+61.13%加仓
赛富时CRM
0.67%0.85%$86.2万5,500股$96.9万5,189股+311股+5.99%加仓
礼来LLY
0.65%0.59%$84.0万700股$67.5万733股-33股-4.50%减仓
德州仪器TXN
0.65%0.6%$83.4万2,797股$68.2万3,510股-713股-20.31%减仓
埃克森美孚XOM
0.65%0.96%$83.3万6,096股$108.6万6,403股-307股-4.79%减仓
可口可乐KO
0.64%0.59%$82.2万1.0万股$66.8万8,787股+1,326股+15.09%加仓
康菲石油COP
0.62%0.79%$79.5万7,651股$89.6万6,790股+861股+12.68%加仓
安桥ENB
0.61%0.62%$78.7万1.5万股$70.5万1.3万股+1,486股+11.40%加仓
星巴克SBUX
0.61%0.66%$78.3万7,661股$75.3万8,405股-744股-8.85%减仓
家得宝HD
0.57%0.64%$73.7万2,091股$72.4万2,200股-109股-4.95%减仓
SIMON PPTY NEW COMSPG
0.56%0.47%$72.2万3,227股$52.9万2,837股+390股+13.75%加仓
百事可乐PEP
0.56%0.63%$71.7万5,296股$71.0万4,570股+726股+15.89%加仓
WASTE MGMT DELWM
0.56%0.46%$71.5万3,208股$51.8万2,251股+957股+42.51%加仓
美光科技MU
0.56%$71.5万619股$00股+619股新买入
S嘉信策略信托SCHD
0.55%0.59%$70.9万2.2万股$67.4万2.2万股+378股+1.72%加仓
杜克能源DUK
0.55%0.56%$70.7万5,587股$63.9万4,881股+706股+14.46%加仓

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