Stonebridge Financial Planning Group, LLC
ORLANDO FL · SEC CIK 0001802494
$3.14亿2026Q2 申报市值
183持仓数
28.7%前十大占比 · 第一大 5.6%
15 / 5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
PYLD 加仓+$234.63万
JEPI 新建仓+$96.78万
VCSH 加仓+$83.99万
FGD 加仓+$78.25万
VOX 加仓+$63.76万
2026Q2 卖出最多 按季末市值估算
KNG 减仓-$87.92万
DSTL 减仓-$69.84万
ARCC 减仓-$64.81万
VFH 减仓-$57.54万
BSX 清仓-$57.27万
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 |
|---|---|---|---|---|---|---|---|---|
| XLV | SELECT SECTOR SPDR TR | $105.43万 | 0.34% | 6,645 | -735 | -10.0% | -$11.66万 | 减仓 |
| IYK | ISHARES TR | $106.88万 | 0.34% | 14,709 | -1,150 | -7.3% | -$8.36万 | 减仓 |
| SMOT | VANECK ETF TRUST | $108.19万 | 0.34% | 27,841 | -3,008 | -9.8% | -$11.69万 | 减仓 |
| LQD | ISHARES TR | $108.53万 | 0.35% | 9,951 | -2,694 | -21.3% | -$29.38万 | 减仓 |
| IHI | ISHARES TR | $108.67万 | 0.35% | 21,993 | -4,429 | -16.8% | -$21.88万 | 减仓 |
| WMT | WALMART INC | $108.77万 | 0.35% | 9,604 | 78 | 0.8% | $8,834 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $109.11万 | 0.35% | 24,065 | 879 | 3.8% | $3.99万 | 加仓 |
| XAR | SPDR SERIES TRUST | $109.29万 | 0.35% | 3,851 | -51 | -1.3% | -$1.45万 | 减仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $111.56万 | 0.36% | 7,275 | 1 | 0.0% | $153 | 加仓 |
| VBK | VANGUARD INDEX FDS | $111.97万 | 0.36% | 3,062 | 40 | 1.3% | $1.46万 | 加仓 |
| FDRR | FIDELITY COVINGTON TRUST | $113.75万 | 0.36% | 17,533 | -161 | -0.9% | -$1.04万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $115.27万 | 0.37% | 1,232 | -100 | -7.5% | -$9.36万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $115.60万 | 0.37% | 11,772 | 5,304 | 82.0% | $52.09万 | 加仓 |
| IWO | ISHARES TR | $116.26万 | 0.37% | 2,951 | -330 | -10.1% | -$13.00万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $118.50万 | 0.38% | 4,149 | -215 | -4.9% | -$6.14万 | 减仓 |
| DXJ | WISDOMTREE TR | $118.71万 | 0.38% | 6,841 | 156 | 2.3% | $2.71万 | 加仓 |
| RTX | RTX CORPORATION | $120.95万 | 0.39% | 6,375 | -147 | -2.3% | -$2.79万 | 减仓 |
| IXN | ISHARES TR | $127.43万 | 0.41% | 8,820 | -182 | -2.0% | -$2.63万 | 减仓 |
| IWD | ISHARES TR | $129.17万 | 0.41% | 5,328 | 3 | 0.1% | $727 | 加仓 |
| GOOGL | ALPHABET INC | $130.90万 | 0.42% | 3,663 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $138.08万 | 0.44% | 9,073 | -250 | -2.7% | -$3.80万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $143.56万 | 0.46% | 18,165 | 10,627 | 141.0% | $83.99万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $146.09万 | 0.47% | 30,128 | 12,464 | 70.6% | $60.44万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $149.75万 | 0.48% | 29,654 | -17,409 | -37.0% | -$87.92万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $156.41万 | 0.50% | 3,045 | -91 | -2.9% | -$4.67万 | 减仓 |
| IGF | ISHARES TR | $159.58万 | 0.51% | 23,960 | 1,580 | 7.1% | $10.52万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $159.74万 | 0.51% | 15,026 | 0 | 0.0% | — | 不变 |
| FIDU | FIDELITY COVINGTON TRUST | $160.79万 | 0.51% | 16,142 | -849 | -5.0% | -$8.46万 | 减仓 |
| SMH | VANECK ETF TRUST | $164.79万 | 0.52% | 2,512 | -188 | -7.0% | -$12.33万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $167.74万 | 0.53% | 14,097 | -873 | -5.8% | -$10.39万 | 减仓 |
| CLOI | VANECK ETF TRUST | $167.76万 | 0.53% | 31,682 | 4,707 | 17.4% | $24.92万 | 加仓 |
| EWJ | ISHARES INC | $169.04万 | 0.54% | 18,124 | 768 | 4.4% | $7.16万 | 加仓 |
| IYC | ISHARES TR | $170.42万 | 0.54% | 16,856 | -3,003 | -15.1% | -$30.36万 | 减仓 |
| LLY | ELI LILLY & CO | $179.14万 | 0.57% | 1,494 | -95 | -6.0% | -$11.39万 | 减仓 |
| MSFT | MICROSOFT CORP | $180.59万 | 0.58% | 4,841 | -427 | -8.1% | -$15.93万 | 减仓 |
| IAK | ISHARES TR | $181.31万 | 0.58% | 12,899 | -1,239 | -8.8% | -$17.42万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $183.26万 | 0.58% | 15,626 | -1,843 | -10.6% | -$21.61万 | 减仓 |
| IVE | ISHARES TR | $185.23万 | 0.59% | 8,158 | 34 | 0.4% | $7,720 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $186.92万 | 0.60% | 17,067 | -698 | -3.9% | -$7.64万 | 减仓 |
| PRN | INVESCO EXCHANGE TRADED FD T | $190.93万 | 0.61% | 7,324 | 354 | 5.1% | $9.23万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $193.68万 | 0.62% | 32,447 | 1,180 | 3.8% | $7.04万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $197.38万 | 0.63% | 10,294 | 696 | 7.3% | $13.35万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $197.50万 | 0.63% | 9,010 | -184 | -2.0% | -$4.03万 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $200.02万 | 0.64% | 28,789 | 2,206 | 8.3% | $15.33万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $201.01万 | 0.64% | 12,154 | 1,995 | 19.6% | $32.99万 | 加仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $207.53万 | 0.66% | 10,378 | -150 | -1.4% | -$3.00万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $213.70万 | 0.68% | 16,038 | 1,196 | 8.1% | $15.94万 | 加仓 |
| NLR | VANECK ETF TRUST | $214.04万 | 0.68% | 18,455 | -1,350 | -6.8% | -$15.66万 | 减仓 |
| GOOG | ALPHABET INC | $225.31万 | 0.72% | 6,377 | -186 | -2.8% | -$6.57万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $228.37万 | 0.73% | 45,231 | 5,321 | 13.3% | $26.87万 | 加仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $238.47万 | 0.76% | 103,280 | 6,461 | 6.7% | $14.92万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $247.11万 | 0.79% | 15,637 | 70 | 0.4% | $1.11万 | 加仓 |
| VO | VANGUARD INDEX FDS | $250.84万 | 0.80% | 31,134 | 638 | 2.1% | $5.14万 | 加仓 |
| V | VISA INC | $250.92万 | 0.80% | 7,314 | -449 | -5.8% | -$15.40万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $251.23万 | 0.80% | 32,385 | 6,019 | 22.8% | $46.69万 | 加仓 |
| TECB | ISHARES TR | $252.35万 | 0.80% | 35,170 | -1,034 | -2.9% | -$7.42万 | 减仓 |
| VDC | VANGUARD WORLD FD | $258.28万 | 0.82% | 11,454 | -763 | -6.2% | -$17.21万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $259.50万 | 0.83% | 60,154 | 1,492 | 2.5% | $6.44万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $260.78万 | 0.83% | 104,816 | -9,117 | -8.0% | -$22.68万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $263.90万 | 0.84% | 83,222 | -5,761 | -6.5% | -$18.27万 | 减仓 |
| MGV | VANGUARD WORLD FD | $268.42万 | 0.86% | 16,422 | 441 | 2.8% | $7.21万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $287.33万 | 0.92% | 4,184 | -104 | -2.4% | -$7.14万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $320.24万 | 1.02% | 53,463 | -11,660 | -17.9% | -$69.84万 | 减仓 |
| AAPL | APPLE INC | $326.95万 | 1.04% | 11,299 | 46 | 0.4% | $1.33万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $336.39万 | 1.07% | 43,555 | 3,430 | 8.5% | $26.49万 | 加仓 |
| MINT | PIMCO ETF TR | $350.72万 | 1.12% | 34,790 | 1,446 | 4.3% | $14.58万 | 加仓 |
| VGT | VANGUARD WORLD FD | $354.08万 | 1.13% | 29,625 | -279 | -0.9% | -$3.33万 | 减仓 |
| MOAT | VANECK ETF TRUST | $370.91万 | 1.18% | 35,678 | -4,307 | -10.8% | -$44.78万 | 减仓 |
| PYLD | PIMCO ETF TR | $384.57万 | 1.23% | 145,012 | 88,474 | 156.5% | $234.63万 | 加仓 |
| AIQ | GLOBAL X FDS | $386.59万 | 1.23% | 58,922 | 147 | 0.3% | $9,645 | 加仓 |
| IWF | ISHARES TR | $410.17万 | 1.31% | 33,033 | -2,475 | -7.0% | -$30.73万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $446.26万 | 1.42% | 51,806 | 1,856 | 3.7% | $15.99万 | 加仓 |
| SOXX | ISHARES TR | $448.26万 | 1.43% | 6,996 | -227 | -3.1% | -$14.54万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $518.54万 | 1.65% | 62,739 | -691 | -1.1% | -$5.71万 | 减仓 |
| IUSG | ISHARES TR | $529.58万 | 1.69% | 28,156 | -303 | -1.1% | -$5.70万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $533.74万 | 1.70% | 181,543 | -1,185 | -0.6% | -$3.48万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $543.64万 | 1.73% | 27,170 | -901 | -3.2% | -$18.03万 | 减仓 |
| AMZN | AMAZON COM INC | $574.68万 | 1.83% | 24,112 | 784 | 3.4% | $18.69万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $587.24万 | 1.87% | 160,755 | 14,592 | 10.0% | $53.30万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $592.38万 | 1.89% | 252,723 | 2,529 | 1.0% | $5.93万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $607.39万 | 1.93% | 74,931 | 4,950 | 7.1% | $40.12万 | 加仓 |
| IVV | ISHARES TR | $619.70万 | 1.97% | 8,275 | -195 | -2.3% | -$14.60万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $651.97万 | 2.08% | 91,505 | 2,899 | 3.3% | $20.66万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $785.43万 | 2.50% | 245,523 | 24,461 | 11.1% | $78.25万 | 加仓 |
| DGRO | ISHARES TR | $958.59万 | 3.05% | 126,480 | 1,993 | 1.6% | $15.10万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,079.01万 | 3.44% | 119,757 | -2,300 | -1.9% | -$20.72万 | 减仓 |
| IYW | ISHARES TR | $1,371.17万 | 4.37% | 54,362 | -543 | -1.0% | -$13.70万 | 减仓 |
| IWY | ISHARES TR | $1,759.44万 | 5.60% | 60,541 | 645 | 1.1% | $18.74万 | 加仓 |