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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2,755.62万 | 11.12% | 42,186 | -858 | -2.0% | -$56.05万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,836.38万 | 7.41% | 28,237 | -786 | -2.7% | -$51.12万 | 减仓 |
| IWF | ISHARES TR | $1,435.77万 | 5.80% | 33,672 | -810 | -2.3% | -$34.54万 | 减仓 |
| FWD | AB ACTIVE ETFS INC | $1,101.17万 | 4.44% | 101,325 | 7,752 | 8.3% | $84.25万 | 加仓 |
| AAPL | APPLE INC | $919.47万 | 3.71% | 36,229 | -907 | -2.4% | -$23.02万 | 减仓 |
| LOWV | AB ACTIVE ETFS INC | $876.75万 | 3.54% | 118,672 | -394 | -0.3% | -$2.91万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $771.82万 | 3.12% | 136,482 | -2,196 | -1.6% | -$12.42万 | 减仓 |
| CAIE | CALAMOS ETF TR | $766.48万 | 3.09% | 304,884 | 94,956 | 45.2% | $238.72万 | 加仓 |
| LLY | ELI LILLY & CO | $738.47万 | 2.98% | 8,029 | 119 | 1.5% | $10.95万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $652.87万 | 2.64% | 34,018 | -983 | -2.8% | -$18.87万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $532.60万 | 2.15% | 96,245 | -987 | -1.0% | -$5.46万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $523.92万 | 2.11% | 35,816 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $520.81万 | 2.10% | 17,705 | -4,488 | -20.2% | -$132.02万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $465.12万 | 1.88% | 7,541 | -171 | -2.2% | -$10.55万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $403.27万 | 1.63% | 24,935 | -438 | -1.7% | -$7.08万 | 减仓 |
| BIL | SPDR SERIES TRUST | $355.65万 | 1.44% | 38,809 | -5,233 | -11.9% | -$47.96万 | 减仓 |
| PFF | ISHARES TR | $335.76万 | 1.36% | 111,008 | -7,729 | -6.5% | -$23.38万 | 减仓 |
| AMZN | AMAZON COM INC | $332.50万 | 1.34% | 15,965 | -220 | -1.4% | -$4.58万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $304.06万 | 1.23% | 39,725 | -366 | -0.9% | -$2.80万 | 减仓 |
| V | VISA INC | $301.91万 | 1.22% | 9,989 | -110 | -1.1% | -$3.32万 | 减仓 |
| IWP | ISHARES TR | $295.01万 | 1.19% | 23,026 | -819 | -3.4% | -$10.49万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $240.20万 | 0.97% | 24,250 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $240.16万 | 0.97% | 221,034 | -368,377 | -62.5% | -$400.26万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $238.59万 | 0.96% | 5,151 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $237.46万 | 0.96% | 35,132 | -78 | -0.2% | -$5,272 | 减仓 |
| — | CALAMOS ETF TR | $233.95万 | 0.94% | 98,146 | 98,146 | — | $233.95万 | 新建仓 |
| NWBI | NORTHWEST BANCSHARES INC | $232.93万 | 0.94% | 183,552 | -4,100 | -2.2% | -$5.20万 | 减仓 |
| MSFT | MICROSOFT CORP | $225.43万 | 0.91% | 6,090 | -118 | -1.9% | -$4.37万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $221.12万 | 0.89% | 9,046 | -103 | -1.1% | -$2.52万 | 减仓 |
| IWD | ISHARES TR | $219.30万 | 0.89% | 10,264 | -779 | -7.1% | -$16.64万 | 减仓 |
| ITA | ISHARES TR | $207.35万 | 0.84% | 9,479 | -245 | -2.5% | -$5.36万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $201.46万 | 0.81% | 43,900 | 508 | 1.2% | $2.33万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $190.15万 | 0.77% | 9,347 | 95 | 1.0% | $1.93万 | 加仓 |
| IEFA | ISHARES TR | $188.68万 | 0.76% | 20,842 | 3,530 | 20.4% | $31.96万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $186.91万 | 0.75% | 11,388 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $183.88万 | 0.74% | 5,941 | 1 | 0.0% | $310 | 加仓 |
| IWS | ISHARES TR | $172.97万 | 0.70% | 11,868 | -607 | -4.9% | -$8.85万 | 减仓 |
| IWM | ISHARES TR | $161.86万 | 0.65% | 6,527 | -399 | -5.8% | -$9.89万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $149.29万 | 0.60% | 19,711 | -629 | -3.1% | -$4.76万 | 减仓 |
| IYW | ISHARES TR | $148.62万 | 0.60% | 8,192 | -86 | -1.0% | -$1.56万 | 减仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $145.64万 | 0.59% | 60,157 | 514 | 0.9% | $1.24万 | 加仓 |
| — | CALAMOS ETF TR | $143.87万 | 0.58% | 65,931 | -5,630 | -7.9% | -$12.29万 | 减仓 |
| BX | BLACKSTONE INC | $141.47万 | 0.57% | 12,303 | -325 | -2.6% | -$3.74万 | 减仓 |
| BOTZ | GLOBAL X FDS | $137.36万 | 0.55% | 41,350 | -730 | -1.7% | -$2.43万 | 减仓 |
| KRE | SPDR SERIES TRUST | $131.17万 | 0.53% | 20,133 | 83 | 0.4% | $5,408 | 加仓 |
| PAVE | GLOBAL X FDS | $129.78万 | 0.52% | 25,543 | -221 | -0.9% | -$1.12万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $127.38万 | 0.51% | 7,304 | 100 | 1.4% | $1.74万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $126.05万 | 0.51% | 1,265 | -20 | -1.6% | -$1.99万 | 减仓 |
| REGL | PROSHARES TR | $120.69万 | 0.49% | 13,967 | -80 | -0.6% | -$6,913 | 减仓 |
| IWO | ISHARES TR | $120.47万 | 0.49% | 3,799 | 185 | 5.1% | $5.87万 | 加仓 |
| BAC | BANK AMERICA CORP | $120.16万 | 0.48% | 24,648 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $119.47万 | 0.48% | 8,149 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $111.95万 | 0.45% | 24,811 | -822 | -3.2% | -$3.71万 | 减仓 |
| CACI | CACI INTL INC | $110.46万 | 0.45% | 2,031 | -62 | -3.0% | -$3.37万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $99.50万 | 0.40% | 8,475 | 0 | 0.0% | — | 不变 |
| TMFC | RBB FD INC | $97.49万 | 0.39% | 14,777 | -164 | -1.1% | -$1.08万 | 减仓 |
| — | DOUBLELINE ETF TRUST | $96.50万 | 0.39% | 19,269 | 2,255 | 13.3% | $11.29万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $94.37万 | 0.38% | 7,101 | -104 | -1.4% | -$1.38万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $74.50万 | 0.30% | 7,927 | 2,125 | 36.6% | $19.97万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $72.90万 | 0.29% | 8,892 | -337 | -3.7% | -$2.76万 | 减仓 |
| VLO | VALERO ENERGY CORP | $71.01万 | 0.29% | 2,874 | 300 | 11.7% | $7.41万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $65.74万 | 0.27% | 2,389 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $64.56万 | 0.26% | 5,195 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $62.66万 | 0.25% | 3,245 | -25 | -0.8% | -$4,827 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $60.98万 | 0.25% | 8,337 | -410 | -4.7% | -$3.00万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $57.78万 | 0.23% | 26,145 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $55.24万 | 0.22% | 1,570 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $53.30万 | 0.22% | 4,967 | 2,731 | 122.1% | $29.30万 | 加仓 |
| LOW | LOWES COS INC | $53.28万 | 0.22% | 2,255 | 1 | 0.0% | $236 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $52.40万 | 0.21% | 11,479 | -295 | -2.5% | -$1.35万 | 减仓 |
| IYT | ISHARES TR | $51.90万 | 0.21% | 6,957 | -60 | -0.9% | -$4,476 | 减仓 |
| GE | GE AEROSPACE | $51.31万 | 0.21% | 1,808 | 1 | 0.1% | $284 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $50.87万 | 0.21% | 14,975 | 14,975 | — | $50.87万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $49.89万 | 0.20% | 12,805 | 12,805 | — | $49.89万 | 新建仓 |
| OUSA | ALPS ETF TR | $48.13万 | 0.19% | 8,645 | -35 | -0.4% | -$1,948 | 减仓 |
| FFBC | 1ST FINL BANCORP | $47.40万 | 0.19% | 17,000 | -2,410 | -12.4% | -$6.72万 | 减仓 |
| COWZ | PACER FDS TR | $47.21万 | 0.19% | 7,546 | -2,790 | -27.0% | -$17.45万 | 减仓 |
| FRME | FIRST MERCHANTS CORP | $46.95万 | 0.19% | 12,121 | 0 | 0.0% | — | 不变 |
| OUSM | ALPS ETF TR | $46.67万 | 0.19% | 10,669 | 908 | 9.3% | $3.97万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $45.80万 | 0.18% | 5,793 | 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 |
| SHLD | GLOBAL X FDS | $44.45万 | 0.18% | 6,275 | 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 |
| TSLA | TESLA INC | $41.56万 | 0.17% | 1,118 | 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 |
| SYY | SYSCO CORP | $40.80万 | 0.16% | 5,720 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $40.79万 | 0.16% | 8,098 | 1,530 | 23.3% | $7.71万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $40.59万 | 0.16% | 4,230 | 89 | 2.1% | $8,541 | 加仓 |
| GOOG | ALPHABET INC | $40.05万 | 0.16% | 1,396 | 1,396 | — | $40.05万 | 新建仓 |
| HDV | ISHARES TR | $40.00万 | 0.16% | 2,947 | -9,962 | -77.2% | -$135.20万 | 减仓 |
| EQL | ALPS ETF TR | $39.80万 | 0.16% | 8,368 | 1,411 | 20.3% | $6.71万 | 加仓 |
| W | WAYFAIR INC | $37.60万 | 0.15% | 5,000 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $36.34万 | 0.15% | 2,340 | -43 | -1.8% | -$6,678 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $36.14万 | 0.15% | 1,105 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $35.78万 | 0.14% | 592 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $34.88万 | 0.14% | 3,146 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $34.42万 | 0.14% | 6,470 | 880 | 15.7% | $4.68万 | 加仓 |
| — | GLOBAL X FDS | $34.37万 | 0.14% | 11,383 | 1,575 | 16.1% | $4.76万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $33.69万 | 0.14% | 6,973 | -13 | -0.2% | -$628 | 减仓 |
| DOX | AMDOCS LTD | $33.61万 | 0.14% | 5,150 | -310 | -5.7% | -$2.02万 | 减仓 |