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 |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | $33.12万 | 0.13% | 1,540 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $31.52万 | 0.13% | 6,308 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $28.80万 | 0.12% | 4,873 | 300 | 6.6% | $1.77万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $28.42万 | 0.11% | 5,680 | 5,680 | — | $28.42万 | 新建仓 |
| QVAL | EA SERIES TRUST | $27.63万 | 0.11% | 5,300 | 5,300 | — | $27.63万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $26.42万 | 0.11% | 920 | 0 | 0.0% | — | 不变 |
| LVHD | LEGG MASON ETF INVT | $25.77万 | 0.10% | 6,054 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $24.64万 | 0.10% | 4,357 | 42 | 1.0% | $2,376 | 加仓 |
| PFE | PFIZER INC | $24.05万 | 0.10% | 8,566 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $23.57万 | 0.10% | 412 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $23.47万 | 0.09% | 1,079 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $23.24万 | 0.09% | 1,245 | 390 | 45.6% | $7.28万 | 加仓 |
| CSCO | CISCO SYS INC | $22.82万 | 0.09% | 2,941 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $22.26万 | 0.09% | 3,094 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $22.24万 | 0.09% | 2,924 | 0 | 0.0% | — | 不变 |
| CALF | PACER FDS TR | $20.78万 | 0.08% | 4,631 | -218 | -4.5% | -$9,782 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $20.49万 | 0.08% | 3,100 | 3,100 | — | $20.49万 | 新建仓 |
| MARA | MARA HOLDINGS INC | $11.80万 | 0.05% | 14,465 | 0 | 0.0% | — | 不变 |
| CRMD | CORMEDIX INC | $11.63万 | 0.05% | 17,130 | 17,130 | — | $11.63万 | 新建仓 |
| CLSK | CLEANSPARK INC | $11.32万 | 0.05% | 13,303 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC | $10.50万 | 0.04% | 14,360 | 14,360 | — | $10.50万 | 新建仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $7.55万 | 0.03% | 18,640 | 0 | 0.0% | — | 不变 |
| — | ACUMEN PHARMACEUTICALS INC | $7.12万 | 0.03% | 30,150 | 0 | 0.0% | — | 不变 |
| — | ACTINIUM PHARMACEUTICALS INC | $1.05万 | 0.00% | 10,500 | 0 | 0.0% | — | 不变 |
| — | BLINK CHARGING CO | $7,078 | 0.00% | 12,485 | 0 | 0.0% | — | 不变 |
| 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 |