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 |
|---|---|---|---|---|---|---|---|---|
| IWY | ISHARES TR | $1,490.45万 | 5.47% | 59,896 | -2,304 | -3.7% | -$57.33万 | 减仓 |
| IYW | ISHARES TR | $996.08万 | 3.66% | 54,905 | -3,616 | -6.2% | -$65.60万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $917.75万 | 3.37% | 122,057 | -1,467 | -1.2% | -$11.03万 | 减仓 |
| DGRO | ISHARES TR | $873.65万 | 3.21% | 124,487 | 2,237 | 1.8% | $15.70万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $705.85万 | 2.59% | 221,062 | 29,849 | 15.6% | $95.31万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $583.45万 | 2.14% | 250,194 | 16,620 | 7.1% | $38.76万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $567.79万 | 2.09% | 88,606 | 6,639 | 8.1% | $42.54万 | 加仓 |
| IVV | ISHARES TR | $553.27万 | 2.03% | 8,470 | -482 | -5.4% | -$31.48万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $524.88万 | 1.93% | 63,430 | 2,961 | 4.9% | $24.50万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $493.59万 | 1.81% | 146,163 | 13,107 | 9.9% | $44.26万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $489.56万 | 1.80% | 28,071 | -235 | -0.8% | -$4.10万 | 减仓 |
| AMZN | AMAZON COM INC | $485.85万 | 1.78% | 23,328 | -662 | -2.8% | -$13.79万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $477.83万 | 1.75% | 69,981 | 6,535 | 10.3% | $44.62万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $466.87万 | 1.71% | 182,728 | 109,000 | 147.8% | $278.50万 | 加仓 |
| IUSG | ISHARES TR | $441.43万 | 1.62% | 28,459 | -1,357 | -4.6% | -$21.05万 | 减仓 |
| MOAT | VANECK ETF TRUST | $386.66万 | 1.42% | 39,985 | -2,682 | -6.3% | -$25.94万 | 减仓 |
| IWF | ISHARES TR | $378.53万 | 1.39% | 8,877 | -276 | -3.0% | -$11.77万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $376.93万 | 1.38% | 65,123 | -2,215 | -3.3% | -$12.82万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $363.62万 | 1.34% | 8,325 | 246 | 3.0% | $10.74万 | 加仓 |
| MINT | PIMCO ETF TR | $335.34万 | 1.23% | 33,344 | 2,493 | 8.1% | $25.07万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $310.49万 | 1.14% | 40,125 | 36,117 | 901.1% | $279.47万 | 加仓 |
| AAPL | APPLE INC | $285.59万 | 1.05% | 11,253 | -177 | -1.5% | -$4.49万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $282.21万 | 1.04% | 113,933 | 1,194 | 1.1% | $2.96万 | 加仓 |
| VDC | VANGUARD WORLD FD | $274.38万 | 1.01% | 12,217 | -377 | -3.0% | -$8.47万 | 减仓 |
| AIQ | GLOBAL X FDS | $274.30万 | 1.01% | 58,775 | -115 | -0.2% | -$5,367 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $273.00万 | 1.00% | 88,983 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $263.79万 | 0.97% | 19,805 | 853 | 4.5% | $11.36万 | 加仓 |
| VGT | VANGUARD WORLD FD | $260.80万 | 0.96% | 3,738 | -297 | -7.4% | -$20.72万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $256.23万 | 0.94% | 4,288 | 143 | 3.4% | $8.55万 | 加仓 |
| SOXX | ISHARES TR | $237.38万 | 0.87% | 7,223 | -135 | -1.8% | -$4.44万 | 减仓 |
| V | VISA INC | $234.63万 | 0.86% | 7,763 | -235 | -2.9% | -$7.10万 | 减仓 |
| MGV | VANGUARD WORLD FD | $231.65万 | 0.85% | 15,981 | -68 | -0.4% | -$9,857 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $231.31万 | 0.85% | 58,662 | 1,951 | 3.4% | $7.69万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $230.54万 | 0.85% | 15,567 | 0 | 0.0% | — | 不变 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $229.25万 | 0.84% | 47,063 | -1,586 | -3.3% | -$7.73万 | 减仓 |
| VO | VANGUARD INDEX FDS | $218.94万 | 0.80% | 7,624 | 444 | 6.2% | $12.75万 | 加仓 |
| SDVD | FIRST TR EXCH TRADED FD III | $210.10万 | 0.77% | 96,819 | -4,979 | -4.9% | -$10.80万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $204.57万 | 0.75% | 26,366 | 3,593 | 15.8% | $27.88万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $201.03万 | 0.74% | 39,910 | 6,778 | 20.5% | $34.14万 | 加仓 |
| TECB | ISHARES TR | $200.86万 | 0.74% | 36,204 | -964 | -2.6% | -$5.35万 | 减仓 |
| MSFT | MICROSOFT CORP | $195.02万 | 0.72% | 5,268 | -314 | -5.6% | -$11.62万 | 减仓 |
| IYC | ISHARES TR | $192.48万 | 0.71% | 19,859 | -964 | -4.6% | -$9.34万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $190.38万 | 0.70% | 17,469 | -437 | -2.4% | -$4.76万 | 减仓 |
| GOOG | ALPHABET INC | $188.25万 | 0.69% | 6,563 | 23 | 0.4% | $6,597 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $187.36万 | 0.69% | 9,194 | -149 | -1.6% | -$3.04万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $183.21万 | 0.67% | 17,765 | -388 | -2.1% | -$4.00万 | 减仓 |
| IAK | ISHARES TR | $181.38万 | 0.67% | 14,138 | -1,724 | -10.9% | -$22.12万 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $181.08万 | 0.66% | 26,583 | 3,812 | 16.7% | $25.97万 | 加仓 |
| IVE | ISHARES TR | $171.55万 | 0.63% | 8,124 | -68 | -0.8% | -$1.44万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $169.00万 | 0.62% | 31,267 | 606 | 2.0% | $3.28万 | 加仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $167.32万 | 0.61% | 10,528 | 113 | 1.1% | $1.80万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $164.42万 | 0.60% | 14,842 | 476 | 3.3% | $5.27万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $157.01万 | 0.58% | 9,598 | 489 | 5.4% | $8.00万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $156.69万 | 0.58% | 3,136 | -116 | -3.6% | -$5.80万 | 减仓 |
| IGF | ISHARES TR | $149.95万 | 0.55% | 22,380 | 6,796 | 43.6% | $45.53万 | 加仓 |
| PYLD | PIMCO ETF TR | $148.13万 | 0.54% | 56,538 | 46,996 | 492.5% | $123.13万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $147.72万 | 0.54% | 81,975 | -6,740 | -7.6% | -$12.15万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $147.01万 | 0.54% | 16,991 | 343 | 2.1% | $2.97万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $146.57万 | 0.54% | 14,970 | -1,320 | -8.1% | -$12.92万 | 减仓 |
| EWJ | ISHARES INC | $146.55万 | 0.54% | 17,356 | 494 | 2.9% | $4.17万 | 加仓 |
| LLY | ELI LILLY & CO | $146.20万 | 0.54% | 1,589 | -24 | -1.5% | -$2.21万 | 减仓 |
| CLOI | VANECK ETF TRUST | $142.16万 | 0.52% | 26,975 | -146 | -0.5% | -$7,694 | 减仓 |
| IHI | ISHARES TR | $140.96万 | 0.52% | 26,422 | -2,655 | -9.1% | -$14.16万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $140.85万 | 0.52% | 15,026 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $137.81万 | 0.51% | 12,645 | 814 | 6.9% | $8.87万 | 加仓 |
| SDY | SPDR SERIES TRUST | $136.06万 | 0.50% | 9,323 | -244 | -2.6% | -$3.56万 | 减仓 |
| PRN | INVESCO EXCHANGE TRADED FD T | $135.58万 | 0.50% | 6,970 | -100 | -1.4% | -$1.95万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $132.74万 | 0.49% | 1,332 | -282 | -17.5% | -$28.10万 | 减仓 |
| RTX | RTX CORPORATION | $125.81万 | 0.46% | 6,522 | -513 | -7.3% | -$9.90万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $119.92万 | 0.44% | 12,928 | -1,367 | -9.6% | -$12.68万 | 减仓 |
| WMT | WALMART INC | $118.39万 | 0.43% | 9,526 | 9 | 0.1% | $1,118 | 加仓 |
| IWD | ISHARES TR | $113.78万 | 0.42% | 5,325 | 4 | 0.1% | $855 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $111.76万 | 0.41% | 3,238 | -270 | -7.7% | -$9.32万 | 减仓 |
| IYK | ISHARES TR | $111.06万 | 0.41% | 15,859 | -245 | -1.5% | -$1.72万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $109.00万 | 0.40% | 10,159 | 1,201 | 13.4% | $12.89万 | 加仓 |
| SMOT | VANECK ETF TRUST | $108.56万 | 0.40% | 30,849 | -1,325 | -4.1% | -$4.66万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $108.20万 | 0.40% | 7,380 | -945 | -11.4% | -$13.85万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $106.40万 | 0.39% | 23,186 | 1,790 | 8.4% | $8.21万 | 加仓 |
| DXJ | WISDOMTREE TR | $106.01万 | 0.39% | 6,685 | 414 | 6.6% | $6.56万 | 加仓 |
| GOOGL | ALPHABET INC | $105.33万 | 0.39% | 3,663 | 0 | 0.0% | — | 不变 |
| FDRR | FIDELITY COVINGTON TRUST | $104.05万 | 0.38% | 17,694 | -672 | -3.7% | -$3.95万 | 减仓 |
| SMH | VANECK ETF TRUST | $103.54万 | 0.38% | 2,700 | 74 | 2.8% | $2.84万 | 加仓 |
| IWO | ISHARES TR | $102.96万 | 0.38% | 3,281 | -291 | -8.1% | -$9.13万 | 减仓 |
| — | EXXON MOBIL CORP | $102.41万 | 0.38% | 6,036 | 29 | 0.5% | $4,920 | 加仓 |
| XAR | SPDR SERIES TRUST | $99.11万 | 0.36% | 3,902 | 469 | 13.7% | $11.91万 | 加仓 |
| VCR | VANGUARD WORLD FD | $96.11万 | 0.35% | 2,677 | -44 | -1.6% | -$1.58万 | 减仓 |
| VFH | VANGUARD WORLD FD | $95.95万 | 0.35% | 7,942 | -90 | -1.1% | -$1.09万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $91.33万 | 0.34% | 3,022 | 57 | 1.9% | $1.72万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $90.80万 | 0.33% | 4,364 | 33 | 0.8% | $6,866 | 加仓 |
| IXN | ISHARES TR | $89.99万 | 0.33% | 9,002 | -498 | -5.2% | -$4.98万 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $84.16万 | 0.31% | 5,460 | -100 | -1.8% | -$1.54万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $83.98万 | 0.31% | 17,664 | 5,112 | 40.7% | $24.30万 | 加仓 |
| IWP | ISHARES TR | $81.73万 | 0.30% | 6,379 | 81 | 1.3% | $1.04万 | 加仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $81.41万 | 0.30% | 7,274 | 1 | 0.0% | $112 | 加仓 |
| DTCR | GLOBAL X FDS | $80.92万 | 0.30% | 33,773 | 12,302 | 57.3% | $29.48万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $78.87万 | 0.29% | 7,344 | -200 | -2.7% | -$2.15万 | 减仓 |
| VIS | VANGUARD WORLD FD | $78.68万 | 0.29% | 2,520 | -75 | -2.9% | -$2.34万 | 减仓 |
| IWS | ISHARES TR | $78.06万 | 0.29% | 5,356 | -279 | -5.0% | -$4.07万 | 减仓 |
| VB | VANGUARD INDEX FDS | $71.49万 | 0.26% | 2,729 | 35 | 1.3% | $9,168 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $69.15万 | 0.25% | 7,415 | -201 | -2.6% | -$1.87万 | 减仓 |