Intrepid Financial Planning Group LLC
CARMEL IN · SEC CIK 0001641296
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SPHR | SPHERE ENTERTAINMENT CO | $155.29万 | 0.53% | 8,975 | 500 | 5.9% | $8.65万 | 加仓 |
| BOTZ | GLOBAL X FDS | $156.03万 | 0.53% | 41,125 | -225 | -0.5% | -$8,537 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $157.88万 | 0.54% | 19,139 | -572 | -2.9% | -$4.72万 | 减仓 |
| IWM | ISHARES TR | $187.95万 | 0.64% | 6,256 | -271 | -4.2% | -$8.14万 | 减仓 |
| IWS | ISHARES TR | $190.62万 | 0.65% | 11,581 | -287 | -2.4% | -$4.72万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $197.74万 | 0.67% | 43,612 | -288 | -0.7% | -$1.31万 | 减仓 |
| IYW | ISHARES TR | $206.78万 | 0.70% | 8,198 | 6 | 0.1% | $1,513 | 加仓 |
| IEFA | ISHARES TR | $217.51万 | 0.74% | 22,521 | 1,679 | 8.1% | $16.22万 | 加仓 |
| MSFT | MICROSOFT CORP | $220.38万 | 0.75% | 5,908 | -182 | -3.0% | -$6.79万 | 减仓 |
| AVGO | BROADCOM INC | $225.37万 | 0.77% | 5,966 | 25 | 0.4% | $9,444 | 加仓 |
| ITA | ISHARES TR | $227.37万 | 0.77% | 9,379 | -100 | -1.1% | -$2.42万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $229.74万 | 0.78% | 9,046 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $246.84万 | 0.84% | 10,182 | -82 | -0.8% | -$1.99万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $264.12万 | 0.90% | 5,056 | -95 | -1.8% | -$4.96万 | 减仓 |
| NWBI | NORTHWEST BANCSHARES INC | $277.30万 | 0.94% | 182,918 | -634 | -0.3% | -$9,611 | 减仓 |
| ARKK | ARK ETF TR | $281.89万 | 0.96% | 34,879 | -253 | -0.7% | -$2.04万 | 减仓 |
| PFF | ISHARES TR | $295.65万 | 1.00% | 96,966 | -14,042 | -12.6% | -$42.81万 | 减仓 |
| IWP | ISHARES TR | $333.32万 | 1.13% | 22,766 | -260 | -1.1% | -$3.81万 | 减仓 |
| V | VISA INC | $341.51万 | 1.16% | 9,954 | -35 | -0.4% | -$1.20万 | 减仓 |
| BIL | SPDR SERIES TRUST | $347.73万 | 1.18% | 37,945 | -864 | -2.2% | -$7.92万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $354.01万 | 1.20% | 40,283 | 558 | 1.4% | $4.90万 | 加仓 |
| AMZN | AMAZON COM INC | $380.68万 | 1.29% | 15,972 | 7 | 0.0% | $1,668 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $418.17万 | 1.42% | 35,842 | 26 | 0.1% | $3,033 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $455.95万 | 1.55% | 24,615 | -320 | -1.3% | -$5.93万 | 减仓 |
| — | CALAMOS ETF TR | $469.78万 | 1.60% | 174,965 | 76,819 | 78.3% | $206.26万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $491.35万 | 1.67% | 11,388 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $525.00万 | 1.78% | 7,464 | -77 | -1.0% | -$5.42万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $551.69万 | 1.88% | 9,497 | 150 | 1.6% | $8.71万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $577.76万 | 1.96% | 17,651 | -54 | -0.3% | -$1.77万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $598.50万 | 2.03% | 97,381 | 1,136 | 1.2% | $6.98万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $724.07万 | 2.46% | 34,031 | 13 | 0.0% | $2,766 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $729.83万 | 2.48% | 24,500 | 250 | 1.0% | $7.45万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $753.89万 | 2.56% | 133,479 | -3,003 | -2.2% | -$16.96万 | 减仓 |
| LOWV | AB ACTIVE ETFS INC | $901.13万 | 3.06% | 113,193 | -5,479 | -4.6% | -$43.62万 | 减仓 |
| LLY | ELI LILLY & CO | $958.49万 | 3.26% | 7,991 | -38 | -0.5% | -$4.56万 | 减仓 |
| AAPL | APPLE INC | $1,035.68万 | 3.52% | 35,792 | -437 | -1.2% | -$12.65万 | 减仓 |
| CAIE | CALAMOS ETF TR | $1,101.55万 | 3.74% | 404,833 | 99,949 | 32.8% | $271.96万 | 加仓 |
| FWD | AB ACTIVE ETFS INC | $1,625.35万 | 5.52% | 109,732 | 8,407 | 8.3% | $124.52万 | 加仓 |
| IWF | ISHARES TR | $1,665.69万 | 5.66% | 134,146 | -542 | -0.4% | -$6.73万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,085.24万 | 7.09% | 27,923 | -314 | -1.1% | -$23.45万 | 减仓 |
| IVV | ISHARES TR | $3,132.30万 | 10.65% | 41,826 | -360 | -0.9% | -$26.96万 | 减仓 |