13F 机构持仓

Intrepid Financial Planning Group LLC

CARMEL IN · SEC CIK 0001641296

2026Q22026Q1 更早 9 个季度 🔒
$2.94亿2026Q2 申报市值
135持仓数
47.6%前十大占比 · 第一大 10.6%
14 / 6新建仓 / 清仓
申报市值走势$2.94亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 10.6%
SPY 7.1%
IWF 5.7%
FWD 5.5%
CAIE 3.7%
AAPL 3.5%
LLY 3.3%
LOWV 3.1%
JEPI 2.6%
MRVL 2.5%

2026Q2 买入最多 按季末市值估算

CAIE 加仓+$271.96万
CALAMOS ETF TR 加仓+$206.26万
FWD 加仓+$124.52万
DXYZ 新建仓+$50.86万
INTC 新建仓+$49.81万

2026Q2 卖出最多 按季末市值估算

PGX 清仓-$240.16万
CALAMOS ETF TR 清仓-$143.87万
LOWV 减仓-$43.62万
PFF 减仓-$42.81万
XLC 清仓-$34.88万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
PGX INVESCO EXCH TRADED FD TR II $00.00%0 -221,034-100.0% -$240.16万 清仓
— CALAMOS ETF TR $00.00%0 -65,931-100.0% -$143.87万 清仓
XLC SELECT SECTOR SPDR TR $00.00%0 -3,146-100.0% -$34.88万 清仓
SU SUNCOR ENERGY INC NEW $00.00%0 -3,100-100.0% -$20.49万 清仓
CLSK CLEANSPARK INC $00.00%0 -13,303-100.0% -$11.32万 清仓
— ACTINIUM PHARMACEUTICALS INC $00.00%0 -10,500-100.0% -$1.05万 清仓
— BLINK CHARGING CO $7,9880.00%12,485 00.0% — 不变
— ACUMEN PHARMACEUTICALS INC $8.05万0.03%30,150 00.0% — 不变
AMBP ARDAGH METAL PACKAGING S A $8.84万0.03%18,640 00.0% — 不变
CRMD CORMEDIX INC $13.45万0.05%17,130 00.0% — 不变
COMP COMPASS INC $17.71万0.06%14,360 00.0% — 不变
MARA MARA HOLDINGS INC $20.09万0.07%14,465 00.0% — 不变
CRM SALESFORCE INC $20.21万0.07%1,290 453.6% $7,050 加仓
OSCR OSCAR HEALTH INC $20.25万0.07%7,100 7,100— $20.25万 新建仓
PFE PFIZER INC $20.41万0.07%8,476 -90-1.1% -$2,167 减仓
DSPY TEMA ETF TRUST $20.69万0.07%3,143 3,143— $20.69万 新建仓
BLDR BUILDERS FIRSTSOURCE INC $21.16万0.07%2,365 00.0% — 重新持有
SPYG SPDR SERIES TRUST $21.80万0.07%1,832 1,832— $21.80万 新建仓
CALF PACER FDS TR $22.35万0.08%4,416 -215-4.6% -$1.09万 减仓
DOX AMDOCS LTD $22.54万0.08%4,460 -690-13.4% -$3.49万 减仓
UBER UBER TECHNOLOGIES INC $22.69万0.08%3,145 511.6% $3,680 加仓
MU MICRON TECHNOLOGY INC $23.10万0.08%200 200— $23.10万 新建仓
KO COCA COLA CO $23.77万0.08%2,924 00.0% — 不变
META META PLATFORMS INC $23.77万0.08%422 102.4% $5,633 加仓
RBLX ROBLOX CORP $24.05万0.08%4,422 651.5% $3,535 加仓
AIQ GLOBAL X FDS $24.39万0.08%3,717 3,717— $24.39万 新建仓
RIOT RIOT PLATFORMS INC $24.56万0.08%8,970 8,970— $24.56万 新建仓
CRWV COREWEAVE INC $24.76万0.08%2,487 2,487— $24.76万 新建仓
— ALPS ETF TR $26.76万0.09%4,139 4,139— $26.76万 新建仓
ABBV ABBVIE INC $27.15万0.09%1,079 00.0% — 不变
LVHD LEGG MASON ETF INVT $27.30万0.09%6,204 1502.5% $6,600 加仓
SYM SYMBOTIC INC $28.86万0.10%6,420 -50-0.8% -$2,248 减仓
LMT LOCKHEED MARTIN CORP $29.14万0.10%572 -20-3.4% -$1.02万 减仓
QVAL EA SERIES TRUST $29.31万0.10%5,285 -15-0.3% -$832 减仓
BALL BALL CORP $30.41万0.10%4,873 00.0% — 不变
DTCR GLOBAL X FDS $30.60万0.10%10,077 10,077— $30.60万 新建仓
PEP PEPSICO INC $30.91万0.11%2,283 -57-2.4% -$7,718 减仓
VO VANGUARD INDEX FDS $31.23万0.11%3,876 1965.3% $1.58万 加仓
CRWD CROWDSTRIKE HLDGS INC $32.43万0.11%425 -28-6.2% -$2.14万 重新持有
NASA TEMA ETF TRUST $32.48万0.11%10,690 10,690— $32.48万 新建仓
VOLT TEMA ETF TRUST $32.50万0.11%7,758 7,758— $32.50万 新建仓
CSCO CISCO SYS INC $32.78万0.11%2,791 -150-5.1% -$1.76万 减仓
XLB SELECT SECTOR SPDR TR $33.69万0.11%6,628 3205.1% $1.63万 加仓
GPIX GOLDMAN SACHS ETF TR $34.34万0.12%6,180 5008.8% $2.78万 加仓
VIG VANGUARD SPECIALIZED FUNDS $35.97万0.12%1,520 -20-1.3% -$4,732 减仓
SHLD GLOBAL X FDS $39.53万0.13%6,621 3465.5% $2.07万 加仓
— GLOBAL X FDS $39.61万0.13%12,331 9488.3% $3.04万 加仓
HDV ISHARES TR $39.94万0.14%14,570 -165-1.1% -$4,523 减仓
SPSM SPDR SERIES TRUST $40.08万0.14%6,949 -24-0.3% -$1,384 减仓
MAR MARRIOTT INTL INC NEW $40.95万0.14%1,105 00.0% — 不变
EQL ALPS ETF TR $42.52万0.14%8,428 600.7% $3,027 加仓
GOOG ALPHABET INC $42.96万0.15%1,216 -180-12.9% -$6.36万 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $43.42万0.15%450 450— $43.42万 新建仓
W WAYFAIR INC $46.21万0.16%5,000 00.0% — 不变
TSLA TESLA INC $47.02万0.16%1,118 00.0% — 不变
JAAA JANUS DETROIT STR TR $47.29万0.16%9,367 1,26915.7% $6.41万 加仓
COWZ PACER FDS TR $47.48万0.16%7,634 881.2% $5,473 加仓
SYY SYSCO CORP $47.81万0.16%5,720 00.0% — 不变
OUSA ALPS ETF TR $48.50万0.16%8,314 -331-3.8% -$1.93万 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $48.74万0.17%5,410 -79-1.4% -$7,118 减仓
GRNY TIDAL TRUST I $48.95万0.17%17,702 -367-2.0% -$1.01万 减仓
LOW LOWES COS INC $49.74万0.17%2,256 10.0% $220 加仓
INTC INTEL CORP $49.81万0.17%3,567 3,567— $49.81万 新建仓
MDYG SPDR SERIES TRUST $50.39万0.17%4,495 2656.3% $2.97万 加仓
OUSM ALPS ETF TR $50.53万0.17%10,632 -37-0.3% -$1,758 减仓
DXYZ DESTINY TECH100 INC $50.86万0.17%19,742 19,742— $50.86万 新建仓
FRME FIRST MERCHANTS CORP $52.96万0.18%12,121 00.0% — 不变
DFAI DIMENSIONAL ETF TRUST $53.65万0.18%13,005 2001.6% $8,250 加仓
SPTM SPDR SERIES TRUST $54.68万0.19%6,023 2304.0% $2.09万 加仓
DFAX DIMENSIONAL ETF TRUST $55.83万0.19%15,154 1791.2% $6,594 加仓
SPDW SPDR INDEX SHS FDS $56.81万0.19%11,274 -205-1.8% -$1.03万 减仓
AMGN AMGEN INC $56.85万0.19%1,570 00.0% — 不变
FFBC 1ST FINL BANCORP $57.51万0.20%17,000 00.0% — 不变
IYT ISHARES TR $58.35万0.20%6,727 -230-3.3% -$2.00万 减仓
SPLV INVESCO EXCH TRADED FD TR II $59.79万0.20%7,982 -355-4.3% -$2.66万 减仓
WMT WALMART INC $60.25万0.20%5,320 1252.4% $1.42万 加仓
GPIQ GOLDMAN SACHS ETF TR $60.69万0.21%10,233 1,00010.8% $5.93万 加仓
GE GE AEROSPACE $67.57万0.23%1,808 00.0% — 不变
ONB OLD NATL BANCORP IND $67.72万0.23%26,145 00.0% — 不变
XLP SELECT SECTOR SPDR TR $72.31万0.25%8,705 -187-2.1% -$1.55万 减仓
IWN ISHARES TR $73.04万0.25%3,302 571.8% $1.26万 加仓
SCHW SCHWAB CHARLES CORP $74.07万0.25%8,027 1001.3% $9,227 加仓
VLO VALERO ENERGY CORP $74.85万0.25%2,874 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $75.86万0.26%2,389 00.0% — 不变
CACI CACI INTL INC $93.39万0.32%2,016 -15-0.7% -$6,949 减仓
— DOUBLELINE ETF TRUST $98.41万0.33%19,589 3201.7% $1.61万 加仓
QTUM ETF SER SOLUTIONS $101.23万0.34%6,121 1,15423.2% $19.08万 加仓
COST COSTCO WHOLESALE CORPORATION $113.66万0.39%1,215 -50-4.0% -$4.68万 减仓
TMFC RBB FD INC $114.33万0.39%15,011 2341.6% $1.78万 加仓
DFAU DIMENSIONAL ETF TRUST $123.16万0.42%23,827 -984-4.0% -$5.09万 减仓
REGL PROSHARES TR $126.23万0.43%13,785 -182-1.3% -$1.67万 减仓
XLV SELECT SECTOR SPDR TR $127.52万0.43%8,038 -111-1.4% -$1.76万 减仓
XLK SELECT SECTOR SPDR TR $134.65万0.46%7,068 -33-0.5% -$6,287 减仓
BAC BANK OF AMER CORP $140.40万0.48%24,641 -7-0.0% -$399 减仓
BX BLACKSTONE INC $143.30万0.49%12,178 -125-1.0% -$1.47万 减仓
KRE SPDR SERIES TRUST $147.86万0.50%19,754 -379-1.9% -$2.84万 减仓
NVDA NVIDIA CORPORATION $150.21万0.51%7,507 2032.8% $4.06万 加仓
PAVE GLOBAL X FDS $150.87万0.51%25,606 630.2% $3,712 加仓
IWO ISHARES TR $153.21万0.52%3,889 902.4% $3.55万 加仓
KHPI MANAGED PORTFOLIO SER $153.49万0.52%59,446 -711-1.2% -$1.84万 减仓