13FBOX
Intrepid Financial Planning Group LLC · 13F 持仓分析
期权收益计算器 机构排行

Intrepid Financial Planning Group LLC

No.5841 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.94亿
环比变动 Q1 2026
+$4,643.6万+18.7%
持仓股票数
135
新买入
16
加仓
44
减仓
53
清仓
6
持股不变
22
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
IiShares安硕信托IVV
10.65%11.12%$3,132.3万4.2万股$2,755.6万4.2万股-360股-0.85%减仓
SSPDR标普500 ETFSPY
7.09%7.41%$2,085.2万2.8万股$1,836.4万2.8万股-314股-1.11%减仓
IiShares安硕·RUSSELLIWF
5.66%5.8%$1,665.7万13.4万股$1,435.8万3.4万股+10.0万股+298.39%加仓
AAB DISRUPTORS ETFFWD
5.52%4.44%$1,625.4万11.0万股$1,101.2万10.1万股+8,407股+8.30%加仓
CCALAMOS ETF TRCAIE
3.74%3.09%$1,101.6万40.5万股$766.5万30.5万股+10.0万股+32.78%加仓
苹果AAPL
3.52%3.71%$1,035.7万3.6万股$919.5万3.6万股-437股-1.21%减仓
礼来LLY
3.26%2.98%$958.5万7,991股$738.5万8,029股-38股-0.47%减仓
AAB ACTIVE ETFSLOWV
3.06%3.54%$901.1万11.3万股$876.8万11.9万股-5,479股-4.62%减仓
J摩根大通交易所交易基金JEPI
2.56%3.12%$753.9万13.3万股$771.8万13.6万股-3,003股-2.20%减仓
迈威尔MRVL
2.48%0.97%$729.8万2.5万股$240.2万2.4万股+250股+1.03%加仓
I景顺交易所交易基金信托RSP
2.46%2.64%$724.1万3.4万股$652.9万3.4万股+13股+0.04%加仓
J摩根大通交易所交易基金JEPQ
2.03%2.15%$598.5万9.7万股$532.6万9.6万股+1,136股+1.18%加仓
摩根大通JPM
1.96%2.1%$577.8万1.8万股$520.8万1.8万股-54股-0.30%减仓
AMD超威AMD
1.88%0.77%$551.7万9,497股$190.1万9,347股+150股+1.60%加仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
1.78%1.88%$525.0万7,464股$465.1万7,541股-77股-1.02%减仓
DDELL TECHNOLOGIES INC CLASS CDELL
1.67%0.75%$491.3万1.1万股$186.9万1.1万股00.00%持仓不变
CCALAMOS ETF TRCAIQ
1.6%0.94%$469.8万17.5万股$234.0万9.8万股+7.7万股+78.27%加仓
S道富XLI
1.55%1.63%$455.9万2.5万股$403.3万2.5万股-320股-1.28%减仓
帕兰提尔PLTR
1.42%2.11%$418.2万3.6万股$523.9万3.6万股+26股+0.07%加仓
亚马逊AMZN
1.29%1.34%$380.7万1.6万股$332.5万1.6万股+7股+0.04%加仓
S道富SPYM
1.2%1.23%$354.0万4.0万股$304.1万4.0万股+558股+1.40%加仓
SSPDR道富系列信托BIL
1.18%1.44%$347.7万3.8万股$355.6万3.9万股-864股-2.23%减仓
VisaV
1.16%1.22%$341.5万9,954股$301.9万9,989股-35股-0.35%减仓
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
1.13%1.19%$333.3万2.3万股$295.0万2.3万股-260股-1.13%减仓
IiShares安硕信托PFF
1%1.36%$295.6万9.7万股$335.8万11.1万股-1.4万股-12.65%减仓
AARK·ETF TRARKK
0.96%0.96%$281.9万3.5万股$237.5万3.5万股-253股-0.72%减仓
Northwest Bancshares INC CORP COMMONNWBI
0.94%0.94%$277.3万18.3万股$232.9万18.4万股-634股-0.35%减仓
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.9%0.96%$264.1万5,056股$238.6万5,151股-95股-1.84%减仓
IiShares安硕信托IWD
0.84%0.89%$246.8万1.0万股$219.3万1.0万股-82股-0.80%减仓
强生JNJ
0.78%0.89%$229.7万9,046股$221.1万9,046股00.00%持仓不变
IiShares安硕信托ITA
0.77%0.84%$227.4万9,379股$207.4万9,479股-100股-1.05%减仓
博通AVGO
0.77%0.74%$225.4万5,966股$183.9万5,941股+25股+0.42%加仓
微软MSFT
0.75%0.91%$220.4万5,908股$225.4万6,090股-182股-2.99%减仓
IiShares安硕信托IEFA
0.74%0.76%$217.5万2.3万股$188.7万2.1万股+1,679股+8.06%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.7%0.6%$206.8万8,198股$148.6万8,192股+6股+0.07%加仓
SSPDR行业精选信托XLU
0.67%0.81%$197.7万4.4万股$201.5万4.4万股-288股-0.66%减仓
IiShares安硕信托IWS
0.65%0.7%$190.6万1.2万股$173.0万1.2万股-287股-2.42%减仓
IiShares安硕·RUSSELLIWM
0.64%0.65%$188.0万6,256股$161.9万6,527股-271股-4.15%减仓
JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE
0.54%0.6%$157.9万1.9万股$149.3万2.0万股-572股-2.90%减仓
GGlobal X Funds Robotics & Artificial Intelligence EtfBOTZ
0.53%0.55%$156.0万4.1万股$137.4万4.1万股-225股-0.54%减仓
SPHERE ENTERTAINMENTSPHR
0.53%0.4%$155.3万8,975股$99.5万8,475股+500股+5.90%加仓
MMANAGED PORTFOLIO SERKHPI
0.52%0.59%$153.5万5.9万股$145.6万6.0万股-711股-1.18%减仓
IiShares安硕·RUSSELL 2000 GROWTH ETFIWO
0.52%0.49%$153.2万3,889股$120.5万3,799股+90股+2.37%加仓
GGlobal X基金PAVE
0.51%0.52%$150.9万2.6万股$129.8万2.6万股+63股+0.25%加仓
英伟达NVDA
0.51%0.51%$150.2万7,507股$127.4万7,304股+203股+2.78%加仓
S道富·EET SPDR S&P REGIONAL BANKING ETFKRE
0.5%0.53%$147.9万2.0万股$131.2万2.0万股-379股-1.88%减仓
黑石集团BX
0.49%0.57%$143.3万1.2万股$141.5万1.2万股-125股-1.02%减仓
BBANK OF AMERBAC
0.48%0.48%$140.4万2.5万股$120.2万2.5万股-7股-0.03%减仓
SSPDR行业精选信托XLK
0.46%0.38%$134.7万7,068股$94.4万7,101股-33股-0.46%减仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.43%0.48%$127.5万8,038股$119.5万8,149股-111股-1.36%减仓

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