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 |
|---|---|---|---|---|---|---|---|---|
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -41,434 | -100.0% | -$226.94万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,460 | -100.0% | -$27.99万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -500 | -100.0% | -$21.10万 | 清仓 |
| — | ANYWHERE REAL ESTATE INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$14.16万 | 清仓 |
| — | BLINK CHARGING CO | $7,078 | 0.00% | 12,485 | 0 | 0.0% | — | 不变 |
| — | ACTINIUM PHARMACEUTICALS INC | $1.05万 | 0.00% | 10,500 | 0 | 0.0% | — | 不变 |
| — | ACUMEN PHARMACEUTICALS INC | $7.12万 | 0.03% | 30,150 | 0 | 0.0% | — | 不变 |
| AMBP | ARDAGH METAL PACKAGING S A | $7.55万 | 0.03% | 18,640 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC | $10.50万 | 0.04% | 14,360 | 14,360 | — | $10.50万 | 新建仓 |
| CLSK | CLEANSPARK INC | $11.32万 | 0.05% | 13,303 | 0 | 0.0% | — | 不变 |
| CRMD | CORMEDIX INC | $11.63万 | 0.05% | 17,130 | 17,130 | — | $11.63万 | 新建仓 |
| MARA | MARA HOLDINGS INC | $11.80万 | 0.05% | 14,465 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $20.49万 | 0.08% | 3,100 | 3,100 | — | $20.49万 | 新建仓 |
| CALF | PACER FDS TR | $20.78万 | 0.08% | 4,631 | -218 | -4.5% | -$9,782 | 减仓 |
| KO | COCA COLA CO | $22.24万 | 0.09% | 2,924 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $22.26万 | 0.09% | 3,094 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $22.82万 | 0.09% | 2,941 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $23.24万 | 0.09% | 1,245 | 390 | 45.6% | $7.28万 | 加仓 |
| ABBV | ABBVIE INC | $23.47万 | 0.09% | 1,079 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $23.57万 | 0.10% | 412 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $24.05万 | 0.10% | 8,566 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $24.64万 | 0.10% | 4,357 | 42 | 1.0% | $2,376 | 加仓 |
| LVHD | LEGG MASON ETF INVT | $25.77万 | 0.10% | 6,054 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $26.42万 | 0.11% | 920 | 0 | 0.0% | — | 不变 |
| QVAL | EA SERIES TRUST | $27.63万 | 0.11% | 5,300 | 5,300 | — | $27.63万 | 新建仓 |
| GPIX | GOLDMAN SACHS ETF TR | $28.42万 | 0.11% | 5,680 | 5,680 | — | $28.42万 | 新建仓 |
| BALL | BALL CORP | $28.80万 | 0.12% | 4,873 | 300 | 6.6% | $1.77万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $31.52万 | 0.13% | 6,308 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $33.12万 | 0.13% | 1,540 | 0 | 0.0% | — | 不变 |
| DOX | AMDOCS LTD | $33.61万 | 0.14% | 5,150 | -310 | -5.7% | -$2.02万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $33.69万 | 0.14% | 6,973 | -13 | -0.2% | -$628 | 减仓 |
| — | GLOBAL X FDS | $34.37万 | 0.14% | 11,383 | 1,575 | 16.1% | $4.76万 | 加仓 |
| SYM | SYMBOTIC INC | $34.42万 | 0.14% | 6,470 | 880 | 15.7% | $4.68万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $34.88万 | 0.14% | 3,146 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $35.78万 | 0.14% | 592 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $36.14万 | 0.15% | 1,105 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $36.34万 | 0.15% | 2,340 | -43 | -1.8% | -$6,678 | 减仓 |
| W | WAYFAIR INC | $37.60万 | 0.15% | 5,000 | 0 | 0.0% | — | 不变 |
| EQL | ALPS ETF TR | $39.80万 | 0.16% | 8,368 | 1,411 | 20.3% | $6.71万 | 加仓 |
| HDV | ISHARES TR | $40.00万 | 0.16% | 2,947 | -9,962 | -77.2% | -$135.20万 | 减仓 |
| GOOG | ALPHABET INC | $40.05万 | 0.16% | 1,396 | 1,396 | — | $40.05万 | 新建仓 |
| MDYG | SPDR SERIES TRUST | $40.59万 | 0.16% | 4,230 | 89 | 2.1% | $8,541 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $40.79万 | 0.16% | 8,098 | 1,530 | 23.3% | $7.71万 | 加仓 |
| SYY | SYSCO CORP | $40.80万 | 0.16% | 5,720 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $41.27万 | 0.17% | 5,489 | -56 | -1.0% | -$4,211 | 减仓 |
| TSLA | TESLA INC | $41.56万 | 0.17% | 1,118 | 0 | 0.0% | — | 不变 |
| GRNY | TIDAL TRUST I | $43.13万 | 0.17% | 18,069 | 1,175 | 7.0% | $2.80万 | 加仓 |
| SHLD | GLOBAL X FDS | $44.45万 | 0.18% | 6,275 | 0 | 0.0% | — | 不变 |
| GPIQ | GOLDMAN SACHS ETF TR | $45.69万 | 0.18% | 9,233 | 1,070 | 13.1% | $5.30万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $45.80万 | 0.18% | 5,793 | 0 | 0.0% | — | 不变 |
| OUSM | ALPS ETF TR | $46.67万 | 0.19% | 10,669 | 908 | 9.3% | $3.97万 | 加仓 |
| FRME | FIRST MERCHANTS CORP | $46.95万 | 0.19% | 12,121 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $47.21万 | 0.19% | 7,546 | -2,790 | -27.0% | -$17.45万 | 减仓 |
| FFBC | 1ST FINL BANCORP | $47.40万 | 0.19% | 17,000 | -2,410 | -12.4% | -$6.72万 | 减仓 |
| OUSA | ALPS ETF TR | $48.13万 | 0.19% | 8,645 | -35 | -0.4% | -$1,948 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $49.89万 | 0.20% | 12,805 | 12,805 | — | $49.89万 | 新建仓 |
| DFAX | DIMENSIONAL ETF TRUST | $50.87万 | 0.21% | 14,975 | 14,975 | — | $50.87万 | 新建仓 |
| GE | GE AEROSPACE | $51.31万 | 0.21% | 1,808 | 1 | 0.1% | $284 | 加仓 |
| IYT | ISHARES TR | $51.90万 | 0.21% | 6,957 | -60 | -0.9% | -$4,476 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $52.40万 | 0.21% | 11,479 | -295 | -2.5% | -$1.35万 | 减仓 |
| LOW | LOWES COS INC | $53.28万 | 0.22% | 2,255 | 1 | 0.0% | $236 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $53.30万 | 0.22% | 4,967 | 2,731 | 122.1% | $29.30万 | 加仓 |
| AMGN | AMGEN INC | $55.24万 | 0.22% | 1,570 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND | $57.78万 | 0.23% | 26,145 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $60.98万 | 0.25% | 8,337 | -410 | -4.7% | -$3.00万 | 减仓 |
| IWN | ISHARES TR | $62.66万 | 0.25% | 3,245 | -25 | -0.8% | -$4,827 | 减仓 |
| WMT | WALMART INC | $64.56万 | 0.26% | 5,195 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $65.74万 | 0.27% | 2,389 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $71.01万 | 0.29% | 2,874 | 300 | 11.7% | $7.41万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $72.90万 | 0.29% | 8,892 | -337 | -3.7% | -$2.76万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $74.50万 | 0.30% | 7,927 | 2,125 | 36.6% | $19.97万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $94.37万 | 0.38% | 7,101 | -104 | -1.4% | -$1.38万 | 减仓 |
| — | DOUBLELINE ETF TRUST | $96.50万 | 0.39% | 19,269 | 2,255 | 13.3% | $11.29万 | 加仓 |
| TMFC | RBB FD INC | $97.49万 | 0.39% | 14,777 | -164 | -1.1% | -$1.08万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $99.50万 | 0.40% | 8,475 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $110.46万 | 0.45% | 2,031 | -62 | -3.0% | -$3.37万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $111.95万 | 0.45% | 24,811 | -822 | -3.2% | -$3.71万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $119.47万 | 0.48% | 8,149 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $120.16万 | 0.48% | 24,648 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $120.47万 | 0.49% | 3,799 | 185 | 5.1% | $5.87万 | 加仓 |
| REGL | PROSHARES TR | $120.69万 | 0.49% | 13,967 | -80 | -0.6% | -$6,913 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $126.05万 | 0.51% | 1,265 | -20 | -1.6% | -$1.99万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $127.38万 | 0.51% | 7,304 | 100 | 1.4% | $1.74万 | 加仓 |
| PAVE | GLOBAL X FDS | $129.78万 | 0.52% | 25,543 | -221 | -0.9% | -$1.12万 | 减仓 |
| KRE | SPDR SERIES TRUST | $131.17万 | 0.53% | 20,133 | 83 | 0.4% | $5,408 | 加仓 |
| BOTZ | GLOBAL X FDS | $137.36万 | 0.55% | 41,350 | -730 | -1.7% | -$2.43万 | 减仓 |
| BX | BLACKSTONE INC | $141.47万 | 0.57% | 12,303 | -325 | -2.6% | -$3.74万 | 减仓 |
| — | CALAMOS ETF TR | $143.87万 | 0.58% | 65,931 | -5,630 | -7.9% | -$12.29万 | 减仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $145.64万 | 0.59% | 60,157 | 514 | 0.9% | $1.24万 | 加仓 |
| IYW | ISHARES TR | $148.62万 | 0.60% | 8,192 | -86 | -1.0% | -$1.56万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $149.29万 | 0.60% | 19,711 | -629 | -3.1% | -$4.76万 | 减仓 |
| IWM | ISHARES TR | $161.86万 | 0.65% | 6,527 | -399 | -5.8% | -$9.89万 | 减仓 |
| IWS | ISHARES TR | $172.97万 | 0.70% | 11,868 | -607 | -4.9% | -$8.85万 | 减仓 |
| AVGO | BROADCOM INC | $183.88万 | 0.74% | 5,941 | 1 | 0.0% | $310 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $186.91万 | 0.75% | 11,388 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $188.68万 | 0.76% | 20,842 | 3,530 | 20.4% | $31.96万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $190.15万 | 0.77% | 9,347 | 95 | 1.0% | $1.93万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $201.46万 | 0.81% | 43,900 | 508 | 1.2% | $2.33万 | 加仓 |