Stonebridge Financial Planning Group, LLC
ORLANDO FL · SEC CIK 0001802494
$2.72亿2026Q1 申报市值
171持仓数
28.3%前十大占比 · 第一大 5.5%
9 / 5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
VCRB 加仓+$279.47万
RDVI 加仓+$278.50万
PYLD 加仓+$123.13万
FGD 加仓+$95.31万
VYMI 新建仓+$60.95万
2026Q1 卖出最多 按季末市值估算
PUTNAM ETF TRUST 清仓-$228.43万
BND 减仓-$226.45万
BIZD 清仓-$153.76万
IYW 减仓-$65.60万
IWY 减仓-$57.33万
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 |
|---|---|---|---|---|---|---|---|---|
| — | PUTNAM ETF TRUST | $0 | 0.00% | 0 | -74,649 | -100.0% | -$228.43万 | 清仓 |
| BIZD | VANECK ETF TRUST | $0 | 0.00% | 0 | -108,435 | -100.0% | -$153.76万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,010 | -100.0% | -$26.76万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,108 | -100.0% | -$24.50万 | 清仓 |
| XRT | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,451 | -100.0% | -$22.40万 | 清仓 |
| IJS | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PANW | PALO ALTO NETWORKS INC | $20.25万 | 0.07% | 1,263 | 1,263 | — | $20.25万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $20.66万 | 0.08% | 3,652 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $20.73万 | 0.08% | 4,080 | 4,080 | — | $20.73万 | 新建仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $20.79万 | 0.08% | 3,700 | 0 | 0.0% | — | 不变 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $20.91万 | 0.08% | 3,960 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.06万 | 0.08% | 9,982 | 9,982 | — | $21.06万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.86万 | 0.08% | 5,400 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $22.23万 | 0.08% | 3,719 | 3,719 | — | $22.23万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $22.24万 | 0.08% | 3,630 | -848 | -18.9% | -$5.19万 | 减仓 |
| SO | SOUTHERN CO | $22.33万 | 0.08% | 2,313 | 13 | 0.6% | $1,255 | 加仓 |
| PAVE | GLOBAL X FDS | $23.72万 | 0.09% | 4,669 | 99 | 2.2% | $5,030 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $23.89万 | 0.09% | 3,750 | -675 | -15.3% | -$4.30万 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $24.31万 | 0.09% | 28,074 | 65 | 0.2% | $563 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $25.23万 | 0.09% | 14,213 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $25.29万 | 0.09% | 2,741 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $25.39万 | 0.09% | 817 | 8 | 1.0% | $2,486 | 加仓 |
| IAGG | ISHARES TR | $25.73万 | 0.09% | 5,142 | 5,142 | — | $25.73万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $25.88万 | 0.10% | 807 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $27.42万 | 0.10% | 5,217 | 5,217 | — | $27.42万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $28.16万 | 0.10% | 2,714 | -191 | -6.6% | -$1.98万 | 减仓 |
| HYS | PIMCO ETF TR | $28.31万 | 0.10% | 3,035 | -385 | -11.3% | -$3.59万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.34万 | 0.10% | 1,169 | 0 | 0.0% | — | 不变 |
| JHPI | JOHN HANCOCK EXCHANGE TRADED | $28.64万 | 0.11% | 12,684 | 7 | 0.1% | $158 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $29.25万 | 0.11% | 3,972 | -30,748 | -88.6% | -$226.45万 | 减仓 |
| CVX | CHEVRON CORPORATION | $29.48万 | 0.11% | 1,425 | -354 | -19.9% | -$7.32万 | 重新持有 |
| IXJ | ISHARES TR | $30.82万 | 0.11% | 3,295 | 0 | 0.0% | — | 不变 |
| — | MFS CHARTER INCOME TR | $31.00万 | 0.11% | 51,149 | 257 | 0.5% | $1,557 | 加仓 |
| ESGV | VANGUARD WORLD FD | $31.49万 | 0.12% | 2,805 | 0 | 0.0% | — | 不变 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $31.91万 | 0.12% | 13,000 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.59万 | 0.12% | 680 | -11 | -1.6% | -$5,271 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $33.63万 | 0.12% | 8,379 | 728 | 9.5% | $2.92万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $35.24万 | 0.13% | 7,493 | -207 | -2.7% | -$9,735 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $36.69万 | 0.13% | 10,388 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $36.81万 | 0.14% | 12,477 | -1,021 | -7.6% | -$3.01万 | 减仓 |
| IYM | ISHARES TR | $37.03万 | 0.14% | 2,105 | 1 | 0.0% | $176 | 加仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $37.53万 | 0.14% | 9,311 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $39.00万 | 0.14% | 3,500 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $39.53万 | 0.15% | 1,009 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $39.73万 | 0.15% | 6,671 | -805 | -10.8% | -$4.79万 | 减仓 |
| VOX | VANGUARD WORLD FD | $39.84万 | 0.15% | 2,215 | 2,215 | — | $39.84万 | 新建仓 |
| IYF | ISHARES TR | $39.99万 | 0.15% | 3,399 | -316 | -8.5% | -$3.72万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $40.00万 | 0.15% | 3,657 | 0 | 0.0% | — | 不变 |
| FDLO | FIDELITY COVINGTON TRUST | $40.37万 | 0.15% | 6,250 | 0 | 0.0% | — | 不变 |
| BILS | SPDR SERIES TRUST | $41.62万 | 0.15% | 4,186 | 116 | 2.9% | $1.15万 | 加仓 |
| NFLX | NETFLIX INC. | $41.73万 | 0.15% | 4,340 | -450 | -9.4% | -$4.33万 | 减仓 |
| XSD | SPDR SERIES TRUST | $45.01万 | 0.17% | 1,380 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $45.63万 | 0.17% | 3,974 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $46.43万 | 0.17% | 9,134 | -1,235 | -11.9% | -$6.28万 | 减仓 |
| IWN | ISHARES TR | $46.96万 | 0.17% | 2,477 | -182 | -6.8% | -$3.45万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $48.14万 | 0.18% | 9,200 | -800 | -8.0% | -$4.19万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $48.81万 | 0.18% | 3,728 | 3,728 | — | $48.81万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $49.87万 | 0.18% | 7,956 | 2,040 | 34.5% | $12.79万 | 加仓 |
| VPU | VANGUARD WORLD FD | $50.62万 | 0.19% | 2,555 | 477 | 23.0% | $9.45万 | 加仓 |
| IYJ | ISHARES TR | $54.57万 | 0.20% | 3,699 | 1 | 0.0% | $148 | 加仓 |
| EMXC | ISHARES INC | $54.76万 | 0.20% | 6,962 | 1,657 | 31.2% | $13.03万 | 加仓 |
| META | META PLATFORMS INC | $56.71万 | 0.21% | 991 | -33 | -3.2% | -$1.89万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $57.27万 | 0.21% | 9,126 | -5,759 | -38.7% | -$36.14万 | 减仓 |
| ORCL | ORACLE CORP | $58.27万 | 0.21% | 3,961 | 1 | 0.0% | $147 | 加仓 |
| VBR | VANGUARD INDEX FDS | $58.56万 | 0.22% | 2,696 | -101 | -3.6% | -$2.19万 | 减仓 |
| MGK | VANGUARD WORLD FD | $59.05万 | 0.22% | 1,607 | -90 | -5.3% | -$3.31万 | 减仓 |
| CAT | CATERPILLAR INC | $59.25万 | 0.22% | 836 | -5 | -0.6% | -$3,543 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $59.76万 | 0.22% | 7,538 | 1,171 | 18.4% | $9.28万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $60.22万 | 0.22% | 2,464 | 13 | 0.5% | $3,177 | 加仓 |
| USMV | ISHARES TR | $60.56万 | 0.22% | 6,530 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $60.95万 | 0.22% | 6,468 | 6,468 | — | $60.95万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $62.43万 | 0.23% | 3,182 | 245 | 8.3% | $4.81万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $63.10万 | 0.23% | 2,145 | -100 | -4.5% | -$2.94万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $63.37万 | 0.23% | 2,934 | -119 | -3.9% | -$2.57万 | 减仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $64.85万 | 0.24% | 7,166 | -400 | -5.3% | -$3.62万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $66.95万 | 0.25% | 13,793 | -2,289 | -14.2% | -$11.11万 | 减仓 |
| HD | HOME DEPOT INC | $68.00万 | 0.25% | 2,068 | -78 | -3.6% | -$2.56万 | 减仓 |
| FDIS | FIDELITY COVINGTON TRUST | $69.15万 | 0.25% | 7,415 | -201 | -2.6% | -$1.87万 | 减仓 |
| VB | VANGUARD INDEX FDS | $71.49万 | 0.26% | 2,729 | 35 | 1.3% | $9,168 | 加仓 |
| IWS | ISHARES TR | $78.06万 | 0.29% | 5,356 | -279 | -5.0% | -$4.07万 | 减仓 |
| VIS | VANGUARD WORLD FD | $78.68万 | 0.29% | 2,520 | -75 | -2.9% | -$2.34万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $78.87万 | 0.29% | 7,344 | -200 | -2.7% | -$2.15万 | 减仓 |
| DTCR | GLOBAL X FDS | $80.92万 | 0.30% | 33,773 | 12,302 | 57.3% | $29.48万 | 加仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $81.41万 | 0.30% | 7,274 | 1 | 0.0% | $112 | 加仓 |
| IWP | ISHARES TR | $81.73万 | 0.30% | 6,379 | 81 | 1.3% | $1.04万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $83.98万 | 0.31% | 17,664 | 5,112 | 40.7% | $24.30万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $84.16万 | 0.31% | 5,460 | -100 | -1.8% | -$1.54万 | 减仓 |
| IXN | ISHARES TR | $89.99万 | 0.33% | 9,002 | -498 | -5.2% | -$4.98万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $90.80万 | 0.33% | 4,364 | 33 | 0.8% | $6,866 | 加仓 |
| VBK | VANGUARD INDEX FDS | $91.33万 | 0.34% | 3,022 | 57 | 1.9% | $1.72万 | 加仓 |
| VFH | VANGUARD WORLD FD | $95.95万 | 0.35% | 7,942 | -90 | -1.1% | -$1.09万 | 减仓 |
| VCR | VANGUARD WORLD FD | $96.11万 | 0.35% | 2,677 | -44 | -1.6% | -$1.58万 | 减仓 |
| XAR | SPDR SERIES TRUST | $99.11万 | 0.36% | 3,902 | 469 | 13.7% | $11.91万 | 加仓 |
| — | EXXON MOBIL CORP | $102.41万 | 0.38% | 6,036 | 29 | 0.5% | $4,920 | 加仓 |
| IWO | ISHARES TR | $102.96万 | 0.38% | 3,281 | -291 | -8.1% | -$9.13万 | 减仓 |
| SMH | VANECK ETF TRUST | $103.54万 | 0.38% | 2,700 | 74 | 2.8% | $2.84万 | 加仓 |
| FDRR | FIDELITY COVINGTON TRUST | $104.05万 | 0.38% | 17,694 | -672 | -3.7% | -$3.95万 | 减仓 |
| GOOGL | ALPHABET INC | $105.33万 | 0.39% | 3,663 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $106.01万 | 0.39% | 6,685 | 414 | 6.6% | $6.56万 | 加仓 |