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 |
|---|---|---|---|---|---|---|---|---|
| VOLT | TEMA ETF TRUST | $32.50万 | 0.11% | 7,758 | 7,758 | — | $32.50万 | 新建仓 |
| NASA | TEMA ETF TRUST | $32.48万 | 0.11% | 10,690 | 10,690 | — | $32.48万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $32.43万 | 0.11% | 425 | -28 | -6.2% | -$2.14万 | 重新持有 |
| VO | VANGUARD INDEX FDS | $31.23万 | 0.11% | 3,876 | 196 | 5.3% | $1.58万 | 加仓 |
| PEP | PEPSICO INC | $30.91万 | 0.11% | 2,283 | -57 | -2.4% | -$7,718 | 减仓 |
| DTCR | GLOBAL X FDS | $30.60万 | 0.10% | 10,077 | 10,077 | — | $30.60万 | 新建仓 |
| BALL | BALL CORP | $30.41万 | 0.10% | 4,873 | 0 | 0.0% | — | 不变 |
| QVAL | EA SERIES TRUST | $29.31万 | 0.10% | 5,285 | -15 | -0.3% | -$832 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $29.14万 | 0.10% | 572 | -20 | -3.4% | -$1.02万 | 减仓 |
| SYM | SYMBOTIC INC | $28.86万 | 0.10% | 6,420 | -50 | -0.8% | -$2,248 | 减仓 |
| LVHD | LEGG MASON ETF INVT | $27.30万 | 0.09% | 6,204 | 150 | 2.5% | $6,600 | 加仓 |
| ABBV | ABBVIE INC | $27.15万 | 0.09% | 1,079 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $26.76万 | 0.09% | 4,139 | 4,139 | — | $26.76万 | 新建仓 |
| CRWV | COREWEAVE INC | $24.76万 | 0.08% | 2,487 | 2,487 | — | $24.76万 | 新建仓 |
| RIOT | RIOT PLATFORMS INC | $24.56万 | 0.08% | 8,970 | 8,970 | — | $24.56万 | 新建仓 |
| AIQ | GLOBAL X FDS | $24.39万 | 0.08% | 3,717 | 3,717 | — | $24.39万 | 新建仓 |
| RBLX | ROBLOX CORP | $24.05万 | 0.08% | 4,422 | 65 | 1.5% | $3,535 | 加仓 |
| META | META PLATFORMS INC | $23.77万 | 0.08% | 422 | 10 | 2.4% | $5,633 | 加仓 |
| KO | COCA COLA CO | $23.77万 | 0.08% | 2,924 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $23.10万 | 0.08% | 200 | 200 | — | $23.10万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $22.69万 | 0.08% | 3,145 | 51 | 1.6% | $3,680 | 加仓 |
| DOX | AMDOCS LTD | $22.54万 | 0.08% | 4,460 | -690 | -13.4% | -$3.49万 | 减仓 |
| CALF | PACER FDS TR | $22.35万 | 0.08% | 4,416 | -215 | -4.6% | -$1.09万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $21.80万 | 0.07% | 1,832 | 1,832 | — | $21.80万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $21.16万 | 0.07% | 2,365 | 0 | 0.0% | — | 重新持有 |
| DSPY | TEMA ETF TRUST | $20.69万 | 0.07% | 3,143 | 3,143 | — | $20.69万 | 新建仓 |
| PFE | PFIZER INC | $20.41万 | 0.07% | 8,476 | -90 | -1.1% | -$2,167 | 减仓 |
| OSCR | OSCAR HEALTH INC | $20.25万 | 0.07% | 7,100 | 7,100 | — | $20.25万 | 新建仓 |
| CRM | SALESFORCE INC | $20.21万 | 0.07% | 1,290 | 45 | 3.6% | $7,050 | 加仓 |
| MARA | MARA HOLDINGS INC | $20.09万 | 0.07% | 14,465 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC | $17.71万 | 0.06% | 14,360 | 0 | 0.0% | — | 不变 |
| CRMD | CORMEDIX INC | $13.45万 | 0.05% | 17,130 | 0 | 0.0% | — | 不变 |
| AMBP | ARDAGH METAL PACKAGING S A | $8.84万 | 0.03% | 18,640 | 0 | 0.0% | — | 不变 |
| — | ACUMEN PHARMACEUTICALS INC | $8.05万 | 0.03% | 30,150 | 0 | 0.0% | — | 不变 |
| — | BLINK CHARGING CO | $7,988 | 0.00% | 12,485 | 0 | 0.0% | — | 不变 |
| 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 |