STRATEGIC PLANNING GROUP, LLC
Bountiful UT · SEC CIK 0001875525
$7.15亿2026Q1 申报市值
72持仓数
43.2%前十大占比 · 第一大 6.9%
19 / 19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
SPIB 加仓+$3,850.75万
SCIO 加仓+$3,301.99万
PGR 新建仓+$1,680.66万
CBOE 新建仓+$1,619.48万
ANET 新建仓+$1,545.23万
2026Q1 卖出最多 按季末市值估算
HYDB 减仓-$2,569.67万
EVTR 减仓-$2,096.07万
GOOG 减仓-$1,387.09万
TSLA 减仓-$1,316.47万
IBM 清仓-$1,311.72万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -44,283 | -100.0% | -$1,311.72万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -167,968 | -100.0% | -$1,293.87万 | 清仓 |
| USB | US BANCORP DEL | $0 | 0.00% | 0 | -233,788 | -100.0% | -$1,247.50万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -55,883 | -100.0% | -$899.55万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -41,158 | -100.0% | -$811.44万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -17,288 | -100.0% | -$810.41万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -27,347 | -100.0% | -$793.24万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -29,479 | -100.0% | -$780.94万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -58,540 | -100.0% | -$755.41万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -29,375 | -100.0% | -$752.11万 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -98,878 | -100.0% | -$709.55万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -17,343 | -100.0% | -$641.62万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -24,569 | -100.0% | -$555.61万 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | -119,291 | -100.0% | -$535.26万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -21,858 | -100.0% | -$527.14万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -53,388 | -100.0% | -$509.06万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -14,357 | -100.0% | -$494.04万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -8,149 | -100.0% | -$473.24万 | 清仓 |
| RBRK | RUBRIK INC. | $0 | 0.00% | 0 | -2,628 | -100.0% | -$20.10万 | 清仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $21.09万 | 0.03% | 3,088 | -669 | -17.8% | -$4.57万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $21.80万 | 0.03% | 2,579 | 84 | 3.4% | $7,102 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $23.49万 | 0.03% | 5,949 | -1,234 | -17.2% | -$4.87万 | 减仓 |
| CVX | CHEVRON CORPORATION | $24.31万 | 0.03% | 1,175 | 1,175 | — | $24.31万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $24.50万 | 0.03% | 9,555 | 27 | 0.3% | $692 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $26.38万 | 0.04% | 2,014 | -70,515 | -97.2% | -$923.79万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $30.66万 | 0.04% | 907 | -5 | -0.5% | -$1,690 | 减仓 |
| T | AT&T INC | $33.95万 | 0.05% | 11,710 | 110 | 0.9% | $3,189 | 加仓 |
| EOG | EOG RES INC | $34.76万 | 0.05% | 2,404 | -63,556 | -96.4% | -$919.10万 | 减仓 |
| QQQ | INVESCO QQQ TR | $36.11万 | 0.05% | 625 | -533 | -46.0% | -$30.80万 | 减仓 |
| BAC | BANK AMERICA CORP | $36.24万 | 0.05% | 7,434 | -106,998 | -93.5% | -$521.62万 | 减仓 |
| IWF | ISHARES TR | $36.46万 | 0.05% | 855 | 855 | — | $36.46万 | 新建仓 |
| GOOGL | ALPHABET INC | $37.65万 | 0.05% | 1,309 | 55 | 4.4% | $1.58万 | 加仓 |
| WFC | WELLS FARGO & CO | $38.73万 | 0.05% | 4,865 | -62,010 | -92.7% | -$493.66万 | 减仓 |
| IWD | ISHARES TR | $39.25万 | 0.05% | 1,837 | 1,837 | — | $39.25万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $41.00万 | 0.06% | 2,089 | -22 | -1.0% | -$4,318 | 减仓 |
| VUG | VANGUARD INDEX FDS | $43.33万 | 0.06% | 992 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $45.95万 | 0.06% | 543 | -14,628 | -96.4% | -$1,237.76万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $48.97万 | 0.07% | 752 | -24 | -3.1% | -$1.56万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $49.78万 | 0.07% | 9,808 | -412,997 | -97.7% | -$2,096.07万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $60.69万 | 0.08% | 1,266 | -61 | -4.6% | -$2.92万 | 减仓 |
| HYDB | ISHARES TR | $67.98万 | 0.10% | 14,612 | -552,357 | -97.4% | -$2,569.67万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $82.54万 | 0.12% | 28,333 | -322 | -1.1% | -$9,380 | 减仓 |
| MP | MP MATERIALS CORP | $281.39万 | 0.39% | 58,307 | 58,307 | — | $281.39万 | 新建仓 |
| ORCL | ORACLE CORP | $337.13万 | 0.47% | 22,916 | -19,935 | -46.5% | -$293.28万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $368.65万 | 0.52% | 22,994 | -47,074 | -67.2% | -$754.71万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $553.98万 | 0.77% | 17,282 | 17,282 | — | $553.98万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $561.34万 | 0.78% | 24,428 | 24,428 | — | $561.34万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $564.20万 | 0.79% | 13,853 | 13,853 | — | $564.20万 | 新建仓 |
| ETN | EATON CORP PLC | $568.51万 | 0.79% | 15,894 | 15,894 | — | $568.51万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $571.61万 | 0.80% | 43,607 | 43,607 | — | $571.61万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $599.81万 | 0.84% | 45,807 | -15,871 | -25.7% | -$207.82万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $653.95万 | 0.91% | 31,979 | -6,230 | -16.3% | -$127.40万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $660.24万 | 0.92% | 32,455 | -12,374 | -27.6% | -$251.73万 | 减仓 |
| VEEV | VEEVA SYS INC | $676.67万 | 0.95% | 38,521 | 10,419 | 37.1% | $183.02万 | 加仓 |
| INTU | INTUIT | $693.59万 | 0.97% | 16,041 | 5,021 | 45.6% | $217.10万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $711.15万 | 0.99% | 10,423 | -2,589 | -19.9% | -$176.64万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $713.16万 | 1.00% | 17,112 | 302 | 1.8% | $12.59万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $730.67万 | 1.02% | 49,950 | 1,934 | 4.0% | $28.29万 | 加仓 |
| ASML | ASML HLDG NV | $756.64万 | 1.06% | 5,728 | -3,210 | -35.9% | -$424.03万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $776.51万 | 1.09% | 17,389 | 17,389 | — | $776.51万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $847.25万 | 1.18% | 18,379 | 5,134 | 38.8% | $236.67万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,023.98万 | 1.43% | 47,925 | 47,925 | — | $1,023.98万 | 新建仓 |
| HEI | HEICO CORP NEW | $1,039.03万 | 1.45% | 37,893 | 37,893 | — | $1,039.03万 | 新建仓 |
| RTX | RTX CORPORATION | $1,064.53万 | 1.49% | 55,185 | -14,118 | -20.4% | -$272.34万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,119.35万 | 1.56% | 33,121 | 33,121 | — | $1,119.35万 | 新建仓 |
| NEM | NEWMONT CORP | $1,124.24万 | 1.57% | 103,855 | 9,796 | 10.4% | $106.04万 | 加仓 |
| TJX | TJX COS INC NEW | $1,156.75万 | 1.62% | 72,432 | 72,432 | — | $1,156.75万 | 新建仓 |
| MS | MORGAN STANLEY | $1,162.52万 | 1.63% | 70,639 | -5,029 | -6.6% | -$82.76万 | 减仓 |
| TSLA | TESLA INC | $1,185.98万 | 1.66% | 31,902 | -35,412 | -52.6% | -$1,316.47万 | 减仓 |
| LIN | LINDE PLC | $1,193.48万 | 1.67% | 24,073 | 24,073 | — | $1,193.48万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $1,213.45万 | 1.70% | 41,251 | 56 | 0.1% | $1.65万 | 加仓 |
| CTAS | CINTAS CORP | $1,258.14万 | 1.76% | 74,384 | 74,384 | — | $1,258.14万 | 新建仓 |
| GE | GE AEROSPACE | $1,315.82万 | 1.84% | 46,369 | 19,166 | 70.5% | $543.88万 | 加仓 |
| NFLX | NETFLIX INC. | $1,331.65万 | 1.86% | 138,497 | -13,152 | -8.7% | -$126.46万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1,545.23万 | 2.16% | 125,853 | 125,853 | — | $1,545.23万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $1,619.48万 | 2.26% | 57,618 | 57,618 | — | $1,619.48万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $1,680.66万 | 2.35% | 84,778 | 84,778 | — | $1,680.66万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $1,704.56万 | 2.38% | 34,114 | 24,487 | 254.4% | $1,223.53万 | 加仓 |
| FIX | COMFORT SYS USA INC | $1,974.87万 | 2.76% | 14,321 | -4,305 | -23.1% | -$593.66万 | 减仓 |
| META | META PLATFORMS INC | $2,188.70万 | 3.06% | 38,255 | 7,859 | 25.9% | $449.64万 | 加仓 |
| LLY | ELI LILLY & CO | $2,203.47万 | 3.08% | 23,956 | 15,824 | 194.6% | $1,455.49万 | 加仓 |
| AVGO | BROADCOM INC | $2,283.07万 | 3.19% | 73,764 | 47,109 | 176.7% | $1,458.07万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,373.14万 | 3.32% | 23,816 | -1,794 | -7.0% | -$178.76万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,379.11万 | 3.33% | 64,270 | -2,265 | -3.4% | -$83.84万 | 减仓 |
| WMT | WALMART INC | $2,393.48万 | 3.35% | 192,587 | -43,402 | -18.4% | -$539.40万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,564.47万 | 3.58% | 147,045 | -44,349 | -23.2% | -$773.45万 | 减仓 |
| GOOG | ALPHABET INC | $2,669.42万 | 3.73% | 93,056 | -48,354 | -34.2% | -$1,387.09万 | 减仓 |
| AMZN | AMAZON COM INC | $2,842.15万 | 3.97% | 136,464 | -24,746 | -15.4% | -$515.39万 | 减仓 |
| AAPL | APPLE INC | $3,649.67万 | 5.10% | 143,806 | -29,915 | -17.2% | -$759.22万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $4,812.22万 | 6.73% | 1,434,770 | 1,148,106 | 400.5% | $3,850.75万 | 加仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $4,930.16万 | 6.89% | 2,388,645 | 1,599,800 | 202.8% | $3,301.99万 | 加仓 |