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 |
|---|---|---|---|---|---|---|---|---|
| PGX | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -221,034 | -100.0% | -$240.16万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -65,931 | -100.0% | -$143.87万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,146 | -100.0% | -$34.88万 | 清仓 |
| SU | SUNCOR ENERGY INC NEW | $0 | 0.00% | 0 | -3,100 | -100.0% | -$20.49万 | 清仓 |
| CLSK | CLEANSPARK INC | $0 | 0.00% | 0 | -13,303 | -100.0% | -$11.32万 | 清仓 |
| — | ACTINIUM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -10,500 | -100.0% | -$1.05万 | 清仓 |
| — | BLINK CHARGING CO | $7,988 | 0.00% | 12,485 | 0 | 0.0% | — | 不变 |
| — | ACUMEN PHARMACEUTICALS INC | $8.05万 | 0.03% | 30,150 | 0 | 0.0% | — | 不变 |
| AMBP | ARDAGH METAL PACKAGING S A | $8.84万 | 0.03% | 18,640 | 0 | 0.0% | — | 不变 |
| CRMD | CORMEDIX INC | $13.45万 | 0.05% | 17,130 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC | $17.71万 | 0.06% | 14,360 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC | $20.09万 | 0.07% | 14,465 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $20.21万 | 0.07% | 1,290 | 45 | 3.6% | $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 | 0 | 0.0% | — | 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 | 51 | 1.6% | $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 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $23.77万 | 0.08% | 422 | 10 | 2.4% | $5,633 | 加仓 |
| RBLX | ROBLOX CORP | $24.05万 | 0.08% | 4,422 | 65 | 1.5% | $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 | 0 | 0.0% | — | 不变 |
| LVHD | LEGG MASON ETF INVT | $27.30万 | 0.09% | 6,204 | 150 | 2.5% | $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 | 0 | 0.0% | — | 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 | 196 | 5.3% | $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 | 320 | 5.1% | $1.63万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $34.34万 | 0.12% | 6,180 | 500 | 8.8% | $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 | 346 | 5.5% | $2.07万 | 加仓 |
| — | GLOBAL X FDS | $39.61万 | 0.13% | 12,331 | 948 | 8.3% | $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 | 0 | 0.0% | — | 不变 |
| EQL | ALPS ETF TR | $42.52万 | 0.14% | 8,428 | 60 | 0.7% | $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 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $47.02万 | 0.16% | 1,118 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $47.29万 | 0.16% | 9,367 | 1,269 | 15.7% | $6.41万 | 加仓 |
| COWZ | PACER FDS TR | $47.48万 | 0.16% | 7,634 | 88 | 1.2% | $5,473 | 加仓 |
| SYY | SYSCO CORP | $47.81万 | 0.16% | 5,720 | 0 | 0.0% | — | 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 | 1 | 0.0% | $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 | 265 | 6.3% | $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 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $53.65万 | 0.18% | 13,005 | 200 | 1.6% | $8,250 | 加仓 |
| SPTM | SPDR SERIES TRUST | $54.68万 | 0.19% | 6,023 | 230 | 4.0% | $2.09万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $55.83万 | 0.19% | 15,154 | 179 | 1.2% | $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 | 0 | 0.0% | — | 不变 |
| FFBC | 1ST FINL BANCORP | $57.51万 | 0.20% | 17,000 | 0 | 0.0% | — | 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 | 125 | 2.4% | $1.42万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $60.69万 | 0.21% | 10,233 | 1,000 | 10.8% | $5.93万 | 加仓 |
| GE | GE AEROSPACE | $67.57万 | 0.23% | 1,808 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND | $67.72万 | 0.23% | 26,145 | 0 | 0.0% | — | 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 | 57 | 1.8% | $1.26万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $74.07万 | 0.25% | 8,027 | 100 | 1.3% | $9,227 | 加仓 |
| VLO | VALERO ENERGY CORP | $74.85万 | 0.25% | 2,874 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $75.86万 | 0.26% | 2,389 | 0 | 0.0% | — | 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 | 320 | 1.7% | $1.61万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $101.23万 | 0.34% | 6,121 | 1,154 | 23.2% | $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 | 234 | 1.6% | $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 | 203 | 2.8% | $4.06万 | 加仓 |
| PAVE | GLOBAL X FDS | $150.87万 | 0.51% | 25,606 | 63 | 0.2% | $3,712 | 加仓 |
| IWO | ISHARES TR | $153.21万 | 0.52% | 3,889 | 90 | 2.4% | $3.55万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SER | $153.49万 | 0.52% | 59,446 | -711 | -1.2% | -$1.84万 | 减仓 |