Intrepid Financial Planning Group LLC
CARMEL IN · SEC CIK 0001641296
$2.48亿2026Q1 申报市值
125持仓数
47.8%前十大占比 · 第一大 11.1%
9 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CAIE 加仓+$238.72万
CALAMOS ETF TR 新建仓+$233.95万
FWD 加仓+$84.25万
DFAX 新建仓+$50.87万
DFAI 新建仓+$49.89万
2026Q1 卖出最多 按季末市值估算
PGX 减仓-$400.26万
XLF 清仓-$226.94万
HDV 减仓-$135.20万
JPM 减仓-$132.02万
IVV 减仓-$56.05万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ITA | ISHARES TR | $207.35万 | 0.84% | 9,479 | -245 | -2.5% | -$5.36万 | 减仓 |
| IWD | ISHARES TR | $219.30万 | 0.89% | 10,264 | -779 | -7.1% | -$16.64万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $221.12万 | 0.89% | 9,046 | -103 | -1.1% | -$2.52万 | 减仓 |
| MSFT | MICROSOFT CORP | $225.43万 | 0.91% | 6,090 | -118 | -1.9% | -$4.37万 | 减仓 |
| NWBI | NORTHWEST BANCSHARES INC | $232.93万 | 0.94% | 183,552 | -4,100 | -2.2% | -$5.20万 | 减仓 |
| — | CALAMOS ETF TR | $233.95万 | 0.94% | 98,146 | 98,146 | — | $233.95万 | 新建仓 |
| ARKK | ARK ETF TR | $237.46万 | 0.96% | 35,132 | -78 | -0.2% | -$5,272 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $238.59万 | 0.96% | 5,151 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $240.16万 | 0.97% | 221,034 | -368,377 | -62.5% | -$400.26万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $240.20万 | 0.97% | 24,250 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $295.01万 | 1.19% | 23,026 | -819 | -3.4% | -$10.49万 | 减仓 |
| V | VISA INC | $301.91万 | 1.22% | 9,989 | -110 | -1.1% | -$3.32万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $304.06万 | 1.23% | 39,725 | -366 | -0.9% | -$2.80万 | 减仓 |
| AMZN | AMAZON COM INC | $332.50万 | 1.34% | 15,965 | -220 | -1.4% | -$4.58万 | 减仓 |
| PFF | ISHARES TR | $335.76万 | 1.36% | 111,008 | -7,729 | -6.5% | -$23.38万 | 减仓 |
| BIL | SPDR SERIES TRUST | $355.65万 | 1.44% | 38,809 | -5,233 | -11.9% | -$47.96万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $403.27万 | 1.63% | 24,935 | -438 | -1.7% | -$7.08万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $465.12万 | 1.88% | 7,541 | -171 | -2.2% | -$10.55万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $520.81万 | 2.10% | 17,705 | -4,488 | -20.2% | -$132.02万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $523.92万 | 2.11% | 35,816 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $532.60万 | 2.15% | 96,245 | -987 | -1.0% | -$5.46万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $652.87万 | 2.64% | 34,018 | -983 | -2.8% | -$18.87万 | 减仓 |
| LLY | ELI LILLY & CO | $738.47万 | 2.98% | 8,029 | 119 | 1.5% | $10.95万 | 加仓 |
| CAIE | CALAMOS ETF TR | $766.48万 | 3.09% | 304,884 | 94,956 | 45.2% | $238.72万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $771.82万 | 3.12% | 136,482 | -2,196 | -1.6% | -$12.42万 | 减仓 |
| LOWV | AB ACTIVE ETFS INC | $876.75万 | 3.54% | 118,672 | -394 | -0.3% | -$2.91万 | 减仓 |
| AAPL | APPLE INC | $919.47万 | 3.71% | 36,229 | -907 | -2.4% | -$23.02万 | 减仓 |
| FWD | AB ACTIVE ETFS INC | $1,101.17万 | 4.44% | 101,325 | 7,752 | 8.3% | $84.25万 | 加仓 |
| IWF | ISHARES TR | $1,435.77万 | 5.80% | 33,672 | -810 | -2.3% | -$34.54万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,836.38万 | 7.41% | 28,237 | -786 | -2.7% | -$51.12万 | 减仓 |
| IVV | ISHARES TR | $2,755.62万 | 11.12% | 42,186 | -858 | -2.0% | -$56.05万 | 减仓 |