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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,132.30万 | 10.65% | 41,826 | -360 | -0.9% | -$26.96万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,085.24万 | 7.09% | 27,923 | -314 | -1.1% | -$23.45万 | 减仓 |
| IWF | ISHARES TR | $1,665.69万 | 5.66% | 134,146 | -542 | -0.4% | -$6.73万 | 减仓 |
| FWD | AB ACTIVE ETFS INC | $1,625.35万 | 5.52% | 109,732 | 8,407 | 8.3% | $124.52万 | 加仓 |
| CAIE | CALAMOS ETF TR | $1,101.55万 | 3.74% | 404,833 | 99,949 | 32.8% | $271.96万 | 加仓 |
| AAPL | APPLE INC | $1,035.68万 | 3.52% | 35,792 | -437 | -1.2% | -$12.65万 | 减仓 |
| LLY | ELI LILLY & CO | $958.49万 | 3.26% | 7,991 | -38 | -0.5% | -$4.56万 | 减仓 |
| LOWV | AB ACTIVE ETFS INC | $901.13万 | 3.06% | 113,193 | -5,479 | -4.6% | -$43.62万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $753.89万 | 2.56% | 133,479 | -3,003 | -2.2% | -$16.96万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $729.83万 | 2.48% | 24,500 | 250 | 1.0% | $7.45万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $724.07万 | 2.46% | 34,031 | 13 | 0.0% | $2,766 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $598.50万 | 2.03% | 97,381 | 1,136 | 1.2% | $6.98万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $577.76万 | 1.96% | 17,651 | -54 | -0.3% | -$1.77万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $551.69万 | 1.88% | 9,497 | 150 | 1.6% | $8.71万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $525.00万 | 1.78% | 7,464 | -77 | -1.0% | -$5.42万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $491.35万 | 1.67% | 11,388 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $469.78万 | 1.60% | 174,965 | 76,819 | 78.3% | $206.26万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $455.95万 | 1.55% | 24,615 | -320 | -1.3% | -$5.93万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $418.17万 | 1.42% | 35,842 | 26 | 0.1% | $3,033 | 加仓 |
| AMZN | AMAZON COM INC | $380.68万 | 1.29% | 15,972 | 7 | 0.0% | $1,668 | 加仓 |
| SPYM | SPDR SERIES TRUST | $354.01万 | 1.20% | 40,283 | 558 | 1.4% | $4.90万 | 加仓 |
| BIL | SPDR SERIES TRUST | $347.73万 | 1.18% | 37,945 | -864 | -2.2% | -$7.92万 | 减仓 |
| V | VISA INC | $341.51万 | 1.16% | 9,954 | -35 | -0.4% | -$1.20万 | 减仓 |
| IWP | ISHARES TR | $333.32万 | 1.13% | 22,766 | -260 | -1.1% | -$3.81万 | 减仓 |
| PFF | ISHARES TR | $295.65万 | 1.00% | 96,966 | -14,042 | -12.6% | -$42.81万 | 减仓 |
| ARKK | ARK ETF TR | $281.89万 | 0.96% | 34,879 | -253 | -0.7% | -$2.04万 | 减仓 |
| NWBI | NORTHWEST BANCSHARES INC | $277.30万 | 0.94% | 182,918 | -634 | -0.3% | -$9,611 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $264.12万 | 0.90% | 5,056 | -95 | -1.8% | -$4.96万 | 减仓 |
| IWD | ISHARES TR | $246.84万 | 0.84% | 10,182 | -82 | -0.8% | -$1.99万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $229.74万 | 0.78% | 9,046 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $227.37万 | 0.77% | 9,379 | -100 | -1.1% | -$2.42万 | 减仓 |
| AVGO | BROADCOM INC | $225.37万 | 0.77% | 5,966 | 25 | 0.4% | $9,444 | 加仓 |
| MSFT | MICROSOFT CORP | $220.38万 | 0.75% | 5,908 | -182 | -3.0% | -$6.79万 | 减仓 |
| IEFA | ISHARES TR | $217.51万 | 0.74% | 22,521 | 1,679 | 8.1% | $16.22万 | 加仓 |
| IYW | ISHARES TR | $206.78万 | 0.70% | 8,198 | 6 | 0.1% | $1,513 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $197.74万 | 0.67% | 43,612 | -288 | -0.7% | -$1.31万 | 减仓 |
| IWS | ISHARES TR | $190.62万 | 0.65% | 11,581 | -287 | -2.4% | -$4.72万 | 减仓 |
| IWM | ISHARES TR | $187.95万 | 0.64% | 6,256 | -271 | -4.2% | -$8.14万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $157.88万 | 0.54% | 19,139 | -572 | -2.9% | -$4.72万 | 减仓 |
| BOTZ | GLOBAL X FDS | $156.03万 | 0.53% | 41,125 | -225 | -0.5% | -$8,537 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $155.29万 | 0.53% | 8,975 | 500 | 5.9% | $8.65万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SER | $153.49万 | 0.52% | 59,446 | -711 | -1.2% | -$1.84万 | 减仓 |
| IWO | ISHARES TR | $153.21万 | 0.52% | 3,889 | 90 | 2.4% | $3.55万 | 加仓 |
| PAVE | GLOBAL X FDS | $150.87万 | 0.51% | 25,606 | 63 | 0.2% | $3,712 | 加仓 |
| NVDA | NVIDIA CORPORATION | $150.21万 | 0.51% | 7,507 | 203 | 2.8% | $4.06万 | 加仓 |
| KRE | SPDR SERIES TRUST | $147.86万 | 0.50% | 19,754 | -379 | -1.9% | -$2.84万 | 减仓 |
| BX | BLACKSTONE INC | $143.30万 | 0.49% | 12,178 | -125 | -1.0% | -$1.47万 | 减仓 |
| BAC | BANK OF AMER CORP | $140.40万 | 0.48% | 24,641 | -7 | -0.0% | -$399 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $134.65万 | 0.46% | 7,068 | -33 | -0.5% | -$6,287 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $127.52万 | 0.43% | 8,038 | -111 | -1.4% | -$1.76万 | 减仓 |
| REGL | PROSHARES TR | $126.23万 | 0.43% | 13,785 | -182 | -1.3% | -$1.67万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $123.16万 | 0.42% | 23,827 | -984 | -4.0% | -$5.09万 | 减仓 |
| TMFC | RBB FD INC | $114.33万 | 0.39% | 15,011 | 234 | 1.6% | $1.78万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $113.66万 | 0.39% | 1,215 | -50 | -4.0% | -$4.68万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $101.23万 | 0.34% | 6,121 | 1,154 | 23.2% | $19.08万 | 加仓 |
| — | DOUBLELINE ETF TRUST | $98.41万 | 0.33% | 19,589 | 320 | 1.7% | $1.61万 | 加仓 |
| CACI | CACI INTL INC | $93.39万 | 0.32% | 2,016 | -15 | -0.7% | -$6,949 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $75.86万 | 0.26% | 2,389 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $74.85万 | 0.25% | 2,874 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $74.07万 | 0.25% | 8,027 | 100 | 1.3% | $9,227 | 加仓 |
| IWN | ISHARES TR | $73.04万 | 0.25% | 3,302 | 57 | 1.8% | $1.26万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $72.31万 | 0.25% | 8,705 | -187 | -2.1% | -$1.55万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $67.72万 | 0.23% | 26,145 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $67.57万 | 0.23% | 1,808 | 0 | 0.0% | — | 不变 |
| GPIQ | GOLDMAN SACHS ETF TR | $60.69万 | 0.21% | 10,233 | 1,000 | 10.8% | $5.93万 | 加仓 |
| WMT | WALMART INC | $60.25万 | 0.20% | 5,320 | 125 | 2.4% | $1.42万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $59.79万 | 0.20% | 7,982 | -355 | -4.3% | -$2.66万 | 减仓 |
| IYT | ISHARES TR | $58.35万 | 0.20% | 6,727 | -230 | -3.3% | -$2.00万 | 减仓 |
| FFBC | 1ST FINL BANCORP | $57.51万 | 0.20% | 17,000 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $56.85万 | 0.19% | 1,570 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $56.81万 | 0.19% | 11,274 | -205 | -1.8% | -$1.03万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $55.83万 | 0.19% | 15,154 | 179 | 1.2% | $6,594 | 加仓 |
| SPTM | SPDR SERIES TRUST | $54.68万 | 0.19% | 6,023 | 230 | 4.0% | $2.09万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $53.65万 | 0.18% | 13,005 | 200 | 1.6% | $8,250 | 加仓 |
| FRME | FIRST MERCHANTS CORP | $52.96万 | 0.18% | 12,121 | 0 | 0.0% | — | 不变 |
| DXYZ | DESTINY TECH100 INC | $50.86万 | 0.17% | 19,742 | 19,742 | — | $50.86万 | 新建仓 |
| OUSM | ALPS ETF TR | $50.53万 | 0.17% | 10,632 | -37 | -0.3% | -$1,758 | 减仓 |
| MDYG | SPDR SERIES TRUST | $50.39万 | 0.17% | 4,495 | 265 | 6.3% | $2.97万 | 加仓 |
| INTC | INTEL CORP | $49.81万 | 0.17% | 3,567 | 3,567 | — | $49.81万 | 新建仓 |
| LOW | LOWES COS INC | $49.74万 | 0.17% | 2,256 | 1 | 0.0% | $220 | 加仓 |
| GRNY | TIDAL TRUST I | $48.95万 | 0.17% | 17,702 | -367 | -2.0% | -$1.01万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $48.74万 | 0.17% | 5,410 | -79 | -1.4% | -$7,118 | 减仓 |
| OUSA | ALPS ETF TR | $48.50万 | 0.16% | 8,314 | -331 | -3.8% | -$1.93万 | 减仓 |
| SYY | SYSCO CORP | $47.81万 | 0.16% | 5,720 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $47.48万 | 0.16% | 7,634 | 88 | 1.2% | $5,473 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $47.29万 | 0.16% | 9,367 | 1,269 | 15.7% | $6.41万 | 加仓 |
| TSLA | TESLA INC | $47.02万 | 0.16% | 1,118 | 0 | 0.0% | — | 不变 |
| W | WAYFAIR INC | $46.21万 | 0.16% | 5,000 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $43.42万 | 0.15% | 450 | 450 | — | $43.42万 | 新建仓 |
| GOOG | ALPHABET INC | $42.96万 | 0.15% | 1,216 | -180 | -12.9% | -$6.36万 | 减仓 |
| EQL | ALPS ETF TR | $42.52万 | 0.14% | 8,428 | 60 | 0.7% | $3,027 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $40.95万 | 0.14% | 1,105 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $40.08万 | 0.14% | 6,949 | -24 | -0.3% | -$1,384 | 减仓 |
| HDV | ISHARES TR | $39.94万 | 0.14% | 14,570 | -165 | -1.1% | -$4,523 | 减仓 |
| — | GLOBAL X FDS | $39.61万 | 0.13% | 12,331 | 948 | 8.3% | $3.04万 | 加仓 |
| SHLD | GLOBAL X FDS | $39.53万 | 0.13% | 6,621 | 346 | 5.5% | $2.07万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $35.97万 | 0.12% | 1,520 | -20 | -1.3% | -$4,732 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $34.34万 | 0.12% | 6,180 | 500 | 8.8% | $2.78万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $33.69万 | 0.11% | 6,628 | 320 | 5.1% | $1.63万 | 加仓 |
| CSCO | CISCO SYS INC | $32.78万 | 0.11% | 2,791 | -150 | -5.1% | -$1.76万 | 减仓 |