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 |
|---|---|---|---|---|---|---|---|---|
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -9,126 | -100.0% | -$57.27万 | 清仓 |
| — | MFS CHARTER INCOME TR | $0 | 0.00% | 0 | -51,149 | -100.0% | -$31.00万 | 清仓 |
| FPE | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -14,213 | -100.0% | -$25.23万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,630 | -100.0% | -$22.24万 | 清仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -4,080 | -100.0% | -$20.73万 | 清仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $20.10万 | 0.06% | 4,652 | 4,652 | — | $20.10万 | 新建仓 |
| XRT | SPDR SERIES TRUST | $20.62万 | 0.07% | 2,350 | -300 | -11.3% | -$2.63万 | 重新持有 |
| VEU | VANGUARD INTL EQUITY INDEX F | $21.11万 | 0.07% | 2,520 | 2,520 | — | $21.11万 | 新建仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $21.24万 | 0.07% | 3,400 | -300 | -8.1% | -$1.87万 | 减仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $21.50万 | 0.07% | 10,211 | 10,211 | — | $21.50万 | 新建仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $21.84万 | 0.07% | 3,657 | -62 | -1.7% | -$3,703 | 减仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $21.86万 | 0.07% | 3,890 | -70 | -1.8% | -$3,934 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.90万 | 0.07% | 9,879 | -103 | -1.0% | -$2,284 | 减仓 |
| SO | SOUTHERN CO | $22.01万 | 0.07% | 2,300 | -13 | -0.6% | -$1,244 | 减仓 |
| MCD | MCDONALDS CORP | $22.15万 | 0.07% | 819 | 2 | 0.2% | $541 | 加仓 |
| SPYV | SPDR SERIES TRUST | $22.20万 | 0.07% | 3,652 | 0 | 0.0% | — | 不变 |
| IYM | ISHARES TR | $22.43万 | 0.07% | 1,249 | -856 | -40.7% | -$15.37万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $22.54万 | 0.07% | 3,600 | -150 | -4.0% | -$9,393 | 减仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $22.68万 | 0.07% | 6,198 | 6,198 | — | $22.68万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $23.08万 | 0.07% | 5,400 | 0 | 0.0% | — | 不变 |
| TRFK | PACER FDS TR | $23.18万 | 0.07% | 2,172 | 2,172 | — | $23.18万 | 新建仓 |
| MS | MORGAN STANLEY | $23.41万 | 0.07% | 1,120 | 1,120 | — | $23.41万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $23.42万 | 0.07% | 3,191 | -781 | -19.7% | -$5.73万 | 减仓 |
| CVX | CHEVRON CORPORATION | $23.62万 | 0.08% | 1,425 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $23.74万 | 0.08% | 1,737 | -62 | -3.4% | -$8,472 | 重新持有 |
| EMBX | VANECK FDS | $24.07万 | 0.08% | 4,691 | 4,691 | — | $24.07万 | 新建仓 |
| IAGG | ISHARES TR | $24.69万 | 0.08% | 4,880 | -262 | -5.1% | -$1.33万 | 减仓 |
| BOND | PIMCO ETF TR | $25.27万 | 0.08% | 2,741 | 0 | 0.0% | — | 不变 |
| SRLN | SSGA ACTIVE ETF TR | $25.71万 | 0.08% | 6,380 | -1,999 | -23.9% | -$8.05万 | 减仓 |
| IXJ | ISHARES TR | $26.51万 | 0.08% | 2,695 | -600 | -18.2% | -$5.90万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $26.71万 | 0.09% | 350 | 350 | — | $26.71万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $27.26万 | 0.09% | 737 | -70 | -8.7% | -$2.59万 | 减仓 |
| JHPI | JOHN HANCOCK EXCHANGE TRADED | $27.27万 | 0.09% | 12,014 | -670 | -5.3% | -$1.52万 | 减仓 |
| PAVE | GLOBAL X FDS | $27.51万 | 0.09% | 4,669 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $27.60万 | 0.09% | 28,138 | 64 | 0.2% | $628 | 加仓 |
| NFLX | NETFLIX INC. | $28.49万 | 0.09% | 3,990 | -350 | -8.1% | -$2.50万 | 减仓 |
| IGSB | ISHARES TR | $29.08万 | 0.09% | 5,548 | 331 | 6.3% | $1.73万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $29.17万 | 0.09% | 9,730 | -2,747 | -22.0% | -$8.24万 | 减仓 |
| HYS | PIMCO ETF TR | $29.58万 | 0.09% | 3,163 | 128 | 4.2% | $1.20万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $33.41万 | 0.11% | 1,188 | 19 | 1.6% | $5,343 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $34.03万 | 0.11% | 680 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $34.90万 | 0.11% | 7,243 | -250 | -3.3% | -$1.20万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $35.24万 | 0.11% | 5,975 | -696 | -10.4% | -$4.10万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $35.75万 | 0.11% | 14,051 | 14,051 | — | $35.75万 | 新建仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $35.98万 | 0.11% | 13,000 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $36.68万 | 0.12% | 7,240 | -1,894 | -20.7% | -$9.59万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $37.09万 | 0.12% | 2,805 | 0 | 0.0% | — | 不变 |
| BILS | SPDR SERIES TRUST | $37.87万 | 0.12% | 3,810 | -376 | -9.0% | -$3.74万 | 减仓 |
| IYF | ISHARES TR | $39.32万 | 0.13% | 3,084 | -315 | -9.3% | -$4.02万 | 减仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $39.88万 | 0.13% | 9,311 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $39.98万 | 0.13% | 3,375 | 661 | 24.4% | $7.83万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $41.07万 | 0.13% | 10,458 | 70 | 0.7% | $2,749 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $41.41万 | 0.13% | 3,500 | 0 | 0.0% | — | 不变 |
| MMT | ABERDEEN MULTI-MARKET INCOME | $42.24万 | 0.13% | 95,998 | 95,998 | — | $42.24万 | 新建仓 |
| FDLO | FIDELITY COVINGTON TRUST | $42.71万 | 0.14% | 6,250 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $43.07万 | 0.14% | 1,263 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $43.52万 | 0.14% | 8,742 | 8,742 | — | $43.52万 | 新建仓 |
| FSTA | FIDELITY COVINGTON TRUST | $44.71万 | 0.14% | 8,510 | -690 | -7.5% | -$3.63万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $45.18万 | 0.14% | 3,357 | -300 | -8.2% | -$4.04万 | 减仓 |
| VFH | VANGUARD WORLD FD | $46.99万 | 0.15% | 3,570 | -4,372 | -55.0% | -$57.54万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $47.06万 | 0.15% | 3,718 | -10 | -0.3% | -$1,266 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $49.49万 | 0.16% | 852 | 852 | — | $49.49万 | 新建仓 |
| VFLO | VICTORY PORTFOLIOS II | $53.49万 | 0.17% | 11,691 | 11,691 | — | $53.49万 | 新建仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $54.66万 | 0.17% | 3,974 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $55.78万 | 0.18% | 2,522 | 45 | 1.8% | $9,953 | 加仓 |
| META | META PLATFORMS INC | $55.84万 | 0.18% | 991 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $56.60万 | 0.18% | 3,862 | -99 | -2.5% | -$1.45万 | 减仓 |
| VPU | VANGUARD WORLD FD | $58.04万 | 0.18% | 2,965 | 410 | 16.0% | $8.03万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $58.84万 | 0.19% | 8,709 | 8,709 | — | $58.84万 | 新建仓 |
| USMV | ISHARES TR | $61.06万 | 0.19% | 6,330 | -200 | -3.1% | -$1.93万 | 减仓 |
| IYJ | ISHARES TR | $61.64万 | 0.20% | 3,699 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $62.61万 | 0.20% | 2,465 | 1 | 0.0% | $254 | 加仓 |
| VBR | VANGUARD INDEX FDS | $63.08万 | 0.20% | 2,596 | -100 | -3.7% | -$2.43万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $64.86万 | 0.21% | 7,219 | -737 | -9.3% | -$6.62万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $65.85万 | 0.21% | 13,431 | -362 | -2.6% | -$1.77万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $68.58万 | 0.22% | 2,095 | -50 | -2.3% | -$1.64万 | 减仓 |
| FDIS | FIDELITY COVINGTON TRUST | $70.70万 | 0.23% | 6,875 | -540 | -7.3% | -$5.55万 | 减仓 |
| HD | HOME DEPOT INC | $72.09万 | 0.23% | 2,044 | -24 | -1.2% | -$8,465 | 减仓 |
| MGK | VANGUARD WORLD FD | $75.53万 | 0.24% | 8,592 | 557 | 6.9% | $4.90万 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $79.44万 | 0.25% | 7,166 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $80.30万 | 0.26% | 5,873 | -163 | -2.7% | -$2.23万 | 减仓 |
| VB | VANGUARD INDEX FDS | $80.74万 | 0.26% | 2,664 | -65 | -2.4% | -$1.97万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $81.88万 | 0.26% | 7,194 | -150 | -2.0% | -$1.71万 | 减仓 |
| XSD | SPDR SERIES TRUST | $82.04万 | 0.26% | 1,315 | -65 | -4.7% | -$4.05万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $84.91万 | 0.27% | 3,896 | 714 | 22.4% | $15.56万 | 加仓 |
| EMXC | ISHARES INC | $86.98万 | 0.28% | 8,503 | 1,541 | 22.1% | $15.76万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $87.08万 | 0.28% | 46,997 | -34,978 | -42.7% | -$64.81万 | 减仓 |
| IWS | ISHARES TR | $89.85万 | 0.29% | 5,458 | 102 | 1.9% | $1.68万 | 加仓 |
| VIS | VANGUARD WORLD FD | $90.82万 | 0.29% | 2,520 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $90.89万 | 0.29% | 854 | 18 | 2.2% | $1.92万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $93.37万 | 0.30% | 3,213 | -25 | -0.8% | -$7,265 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $96.78万 | 0.31% | 17,135 | 17,135 | — | $96.78万 | 新建仓 |
| IWP | ISHARES TR | $96.86万 | 0.31% | 6,615 | 236 | 3.7% | $3.46万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $97.37万 | 0.31% | 1,009 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $98.06万 | 0.31% | 2,930 | -4 | -0.1% | -$1,339 | 减仓 |
| VCR | VANGUARD WORLD FD | $99.75万 | 0.32% | 2,515 | -162 | -6.1% | -$6.43万 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $100.93万 | 0.32% | 5,209 | -251 | -4.6% | -$4.86万 | 减仓 |
| DTCR | GLOBAL X FDS | $103.05万 | 0.33% | 33,933 | 160 | 0.5% | $4,859 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $104.04万 | 0.33% | 11,078 | -1,850 | -14.3% | -$17.38万 | 减仓 |
| VOX | VANGUARD WORLD FD | $104.51万 | 0.33% | 5,681 | 3,466 | 156.5% | $63.76万 | 加仓 |