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Stonebridge Financial Planning Group, LLC · 13F 持仓分析
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Stonebridge Financial Planning Group, LLC

No.5640 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.14亿
环比变动 Q1 2026
+$4,159.9万+15.3%
持仓股票数
183
新买入
17
加仓
60
减仓
86
清仓
5
持股不变
20
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IWY
5.6%5.47%$1,759.4万6.1万股$1,490.5万6.0万股+645股+1.08%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
4.37%3.66%$1,371.2万5.4万股$996.1万5.5万股-543股-0.99%减仓
I景顺·S&PSPHQ
3.44%3.37%$1,079.0万12.0万股$917.7万12.2万股-2,300股-1.88%减仓
IiShares安硕信托DGRO
3.05%3.21%$958.6万12.6万股$873.7万12.4万股+1,993股+1.60%加仓
F第一信托交易所交易基金FGD
2.5%2.59%$785.4万24.6万股$705.9万22.1万股+2.4万股+11.07%加仓
V先锋领航·FTSEVEA
2.08%2.09%$652.0万9.2万股$567.8万8.9万股+2,899股+3.27%加仓
IiShares安硕信托IVV
1.97%2.03%$619.7万8,275股$553.3万8,470股-195股-2.30%减仓
F第一信托交易所交易基金RDVY
1.93%1.75%$607.4万7.5万股$477.8万7.0万股+4,950股+7.07%加仓
S道富SPHY
1.89%2.14%$592.4万25.3万股$583.5万25.0万股+2,529股+1.01%加仓
FIRST INTST BANCSYSTEMFIBK
1.87%1.81%$587.2万16.1万股$493.6万14.6万股+1.5万股+9.98%加仓
亚马逊AMZN
1.83%1.78%$574.7万2.4万股$485.8万2.3万股+784股+3.36%加仓
英伟达NVDA
1.73%1.8%$543.6万2.7万股$489.6万2.8万股-901股-3.21%减仓
FFT VEST RISING DIVIDEND ACHIEVERS TARGETRDVI
1.7%1.71%$533.7万18.2万股$466.9万18.3万股-1,185股-0.65%减仓
IiShares安硕·S&PIUSG
1.69%1.62%$529.6万2.8万股$441.4万2.8万股-303股-1.06%减仓
V先锋领航斯科茨代尔基金VCIT
1.65%1.93%$518.5万6.3万股$524.9万6.3万股-691股-1.09%减仓
IiShares安硕·TR ISHARES SEMICDTRSOXX
1.43%0.87%$448.3万6,996股$237.4万7,223股-227股-3.14%减仓
V先锋领航指数基金VUG
1.42%1.34%$446.3万5.2万股$363.6万8,325股+4.3万股+522.29%加仓
IiShares安硕·RUSSELLIWF
1.31%1.39%$410.2万3.3万股$378.5万8,877股+2.4万股+272.12%加仓
GGlobal X基金AIQ
1.23%1.01%$386.6万5.9万股$274.3万5.9万股+147股+0.25%加仓
PPIMCO太平洋投资管理ETFPYLD
1.23%0.54%$384.6万14.5万股$148.1万5.7万股+8.8万股+156.49%加仓
VVanEck Russia ETFBBH
1.18%1.42%$370.9万3.6万股$386.7万4.0万股-4,307股-10.77%减仓
V先锋领航全球基金VGT
1.13%0.96%$354.1万3.0万股$260.8万3,738股+2.6万股+692.54%加仓
PPIMCO太平洋投资管理ETFMINT
1.12%1.23%$350.7万3.5万股$335.3万3.3万股+1,446股+4.34%加仓
V先锋领航·MALVERN FDSVCRB
1.07%1.14%$336.4万4.4万股$310.5万4.0万股+3,430股+8.55%加仓
苹果AAPL
1.04%1.05%$327.0万1.1万股$285.6万1.1万股+46股+0.41%加仓
DDISTILLATE U.S. FUNDAMENTAL STABILITY & VALUE ETFDSTL
1.02%1.38%$320.2万5.3万股$376.9万6.5万股-1.2万股-17.90%减仓
V先锋领航指数基金VOO
0.92%0.94%$287.3万4,184股$256.2万4,288股-104股-2.43%减仓
V先锋领航全球基金MGV
0.86%0.85%$268.4万1.6万股$231.7万1.6万股+441股+2.76%加仓
S嘉信策略信托SCHD
0.84%1%$263.9万8.3万股$273.0万8.9万股-5,761股-6.47%减仓
F第一信托交易所交易基金VIUCON
0.83%1.04%$260.8万10.5万股$282.2万11.4万股-9,117股-8.00%减仓
F第一信托交易所交易基金SDVY
0.83%0.85%$259.5万6.0万股$231.3万5.9万股+1,492股+2.54%加仓
V先锋领航全球基金VDC
0.82%1.01%$258.3万1.1万股$274.4万1.2万股-763股-6.25%减仓
IIshares Trust U.S. Tech Breakthrough Multisector EtfTECB
0.8%0.74%$252.3万3.5万股$200.9万3.6万股-1,034股-2.86%减仓
V先锋领航·CORE PLUS BOND ETFVPLS
0.8%0.75%$251.2万3.2万股$204.6万2.6万股+6,019股+22.83%加仓
VisaV
0.8%0.86%$250.9万7,314股$234.6万7,763股-449股-5.78%减仓
V先锋领航·MIDVO
0.8%0.8%$250.8万3.1万股$218.9万7,624股+2.4万股+308.37%加仓
V先锋领航白厅基金VYM
0.79%0.85%$247.1万1.6万股$230.5万1.6万股+70股+0.45%加仓
FIRST TR ENHANCED EQUITY COMFFA
0.76%0.77%$238.5万10.3万股$210.1万9.7万股+6,461股+6.67%加仓
J骏利亨德森JAAA
0.73%0.74%$228.4万4.5万股$201.0万4.0万股+5,321股+13.33%加仓
AAlphabet Inc Class CGOOG
0.72%0.69%$225.3万6,377股$188.3万6,563股-186股-2.83%减仓
VANECK URANIUM AND NUCLEAR ETFNLR
0.68%0.97%$214.0万1.8万股$263.8万2.0万股-1,350股-6.82%减仓
F第一信托交易所交易基金FYC
0.68%0.6%$213.7万1.6万股$164.4万1.5万股+1,196股+8.06%加仓
F第一信托·EXCHANGE-TRADED ALPFAD
0.66%0.61%$207.5万1.0万股$167.3万1.1万股-150股-1.42%减仓
EETF系列解决方案QTUM
0.64%0.4%$201.0万1.2万股$109.0万1.0万股+1,995股+19.64%加仓
FFIDELITY MSCI COMMUNICATION SERVICES INDEX ETFFCOM
0.64%0.66%$200.0万2.9万股$181.1万2.7万股+2,206股+8.30%加仓
VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV
0.63%0.69%$197.5万9,010股$187.4万9,194股-184股-2.00%减仓
F第一信托交易所交易基金FPX
0.63%0.58%$197.4万1.0万股$157.0万9,598股+696股+7.25%加仓
V先锋领航·FSTEVWO
0.62%0.62%$193.7万3.2万股$169.0万3.1万股+1,180股+3.77%加仓
RYDER SYSR
0.61%0.5%$190.9万7,324股$135.6万6,970股+354股+5.08%加仓
FFIRST TRUST WATER ETFFIW
0.6%0.67%$186.9万1.7万股$183.2万1.8万股-698股-3.93%减仓

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