STRATEGIC PLANNING GROUP, LLC
Bountiful UT · SEC CIK 0001875525
$9.18亿2026Q2 申报市值
75持仓数
42.3%前十大占比 · 第一大 6.5%
3 / 1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
SPCX 新建仓+$1,789.92万
SPIB 加仓+$1,043.13万
MSFT 加仓+$1,029.50万
SCIO 加仓+$994.53万
ASML 加仓+$824.24万
2026Q2 卖出最多 按季末市值估算
HCA 重新持有-$827.39万
AAPL 减仓-$89.99万
CVX 清仓-$24.31万
SCHG 减仓-$10.54万
HYDB 减仓-$10.41万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,175 | -100.0% | -$24.31万 | 清仓 |
| EFA | ISHARES TR | $20.00万 | 0.02% | 1,925 | 1,925 | — | $20.00万 | 新建仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $22.42万 | 0.02% | 2,273 | -306 | -11.9% | -$3.02万 | 减仓 |
| T | AT&T INC | $24.03万 | 0.03% | 11,606 | -104 | -0.9% | -$2,153 | 减仓 |
| PULS | PGIM ETF TR | $24.03万 | 0.03% | 4,850 | 4,850 | — | $24.03万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $25.07万 | 0.03% | 3,092 | 4 | 0.1% | $324 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $27.24万 | 0.03% | 1,864 | -150 | -7.4% | -$2.19万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $27.26万 | 0.03% | 5,958 | 9 | 0.2% | $412 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $28.20万 | 0.03% | 9,581 | 26 | 0.3% | $765 | 加仓 |
| EOG | EOG RES INC | $29.15万 | 0.03% | 2,247 | -157 | -6.5% | -$2.04万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $30.31万 | 0.03% | 777 | -21,211 | -96.5% | -$827.39万 | 重新持有 |
| WFC | WELLS FARGO & CO | $38.50万 | 0.04% | 4,658 | -207 | -4.3% | -$1.71万 | 减仓 |
| BAC | BANK OF AMER CORP | $41.42万 | 0.05% | 7,269 | -165 | -2.2% | -$9,402 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $42.00万 | 0.05% | 8,282 | -1,526 | -15.6% | -$7.74万 | 减仓 |
| IWF | ISHARES TR | $42.50万 | 0.05% | 3,422 | 2 | 0.1% | $248 | 加仓 |
| IWD | ISHARES TR | $44.67万 | 0.05% | 1,842 | 5 | 0.3% | $1,213 | 加仓 |
| VTV | VANGUARD INDEX FDS | $45.76万 | 0.05% | 2,099 | 10 | 0.5% | $2,180 | 加仓 |
| QQQ | INVESCO QQQ TR | $46.08万 | 0.05% | 625 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $47.72万 | 0.05% | 1,335 | 26 | 2.0% | $9,293 | 加仓 |
| VUG | VANGUARD INDEX FDS | $51.33万 | 0.06% | 5,958 | 6 | 0.1% | $517 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $51.36万 | 0.06% | 507 | -36 | -6.6% | -$3.65万 | 减仓 |
| HYDB | ISHARES TR | $57.93万 | 0.06% | 12,386 | -2,226 | -15.2% | -$10.41万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $63.22万 | 0.07% | 1,263 | -3 | -0.2% | -$1,502 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $73.12万 | 0.08% | 979 | 227 | 30.2% | $16.95万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $85.34万 | 0.09% | 25,217 | -3,116 | -11.0% | -$10.54万 | 减仓 |
| MP | MP MATERIALS CORP | $336.49万 | 0.37% | 60,076 | 1,769 | 3.0% | $9.91万 | 加仓 |
| ORCL | ORACLE CORP | $344.63万 | 0.38% | 23,515 | 599 | 2.6% | $8.78万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $572.00万 | 0.62% | 11,230 | 807 | 7.7% | $41.10万 | 加仓 |
| WM | WASTE MGMT INC DEL | $574.16万 | 0.63% | 25,760 | 1,332 | 5.5% | $29.69万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $611.81万 | 0.67% | 48,333 | 2,526 | 5.5% | $31.97万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $615.50万 | 0.67% | 52,755 | 2,805 | 5.6% | $32.73万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $628.53万 | 0.68% | 18,254 | 972 | 5.6% | $33.47万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $629.13万 | 0.69% | 45,985 | 2,378 | 5.5% | $32.53万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $645.60万 | 0.70% | 33,167 | 1,188 | 3.7% | $23.12万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $693.18万 | 0.76% | 6,005 | 5,098 | 562.1% | $588.48万 | 加仓 |
| ETN | EATON CORP PLC | $699.56万 | 0.76% | 16,417 | 523 | 3.3% | $22.29万 | 加仓 |
| INTU | INTUIT | $774.24万 | 0.84% | 29,664 | 13,623 | 84.9% | $355.56万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $782.16万 | 0.85% | 19,668 | 1,289 | 7.0% | $51.26万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $795.38万 | 0.87% | 23,323 | 329 | 1.4% | $11.22万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $871.36万 | 0.95% | 17,740 | 628 | 3.7% | $30.85万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $927.23万 | 1.01% | 18,666 | 1,277 | 7.3% | $63.44万 | 加仓 |
| VEEV | VEEVA SYS INC | $1,018.01万 | 1.11% | 57,362 | 18,841 | 48.9% | $334.37万 | 加仓 |
| NEM | NEWMONT CORP | $1,033.49万 | 1.13% | 110,651 | 6,796 | 6.5% | $63.48万 | 加仓 |
| NFLX | NETFLIX INC. | $1,048.85万 | 1.14% | 146,897 | 8,400 | 6.1% | $59.98万 | 加仓 |
| RTX | RTX CORPORATION | $1,109.84万 | 1.21% | 58,495 | 3,310 | 6.0% | $62.80万 | 加仓 |
| TJX | TJX COS INC NEW | $1,163.17万 | 1.27% | 76,776 | 4,344 | 6.0% | $65.81万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1,173.12万 | 1.28% | 13,976 | 123 | 0.9% | $10.32万 | 加仓 |
| LIN | LINDE PLC | $1,314.73万 | 1.43% | 25,334 | 1,261 | 5.2% | $65.44万 | 加仓 |
| CTAS | CINTAS CORP | $1,375.95万 | 1.50% | 80,899 | 6,515 | 8.8% | $110.81万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,404.10万 | 1.53% | 42,895 | 1,644 | 4.0% | $53.81万 | 加仓 |
| TSLA | TESLA INC | $1,409.37万 | 1.54% | 33,508 | 1,606 | 5.0% | $67.55万 | 加仓 |
| HEI | HEICO CORP NEW | $1,419.33万 | 1.55% | 39,847 | 1,954 | 5.2% | $69.60万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $1,497.12万 | 1.63% | 61,693 | 4,075 | 7.1% | $98.89万 | 加仓 |
| MS | MORGAN STANLEY | $1,516.96万 | 1.65% | 72,568 | 1,929 | 2.7% | $40.32万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,656.82万 | 1.80% | 34,692 | 1,571 | 4.7% | $75.03万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1,789.92万 | 1.95% | 104,759 | 104,759 | — | $1,789.92万 | 新建仓 |
| GE | GE AEROSPACE | $1,825.04万 | 1.99% | 48,833 | 2,464 | 5.3% | $92.09万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,888.85万 | 2.06% | 36,776 | 2,662 | 7.8% | $136.72万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,900.05万 | 2.07% | 32,708 | 253 | 0.8% | $14.70万 | 加仓 |
| ASML | ASML HLDG NV | $1,963.81万 | 2.14% | 9,871 | 4,143 | 72.3% | $824.24万 | 加仓 |
| PGR | PROGRESSIVE CORP | $2,002.49万 | 2.18% | 91,668 | 6,890 | 8.1% | $150.51万 | 加仓 |
| META | META PLATFORMS INC | $2,292.52万 | 2.50% | 40,698 | 2,443 | 6.4% | $137.61万 | 加仓 |
| WMT | WALMART INC | $2,332.15万 | 2.54% | 205,911 | 13,324 | 6.9% | $150.91万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,333.05万 | 2.54% | 24,939 | 1,123 | 4.7% | $105.06万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $2,373.85万 | 2.59% | 139,736 | 13,883 | 11.0% | $235.85万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,680.41万 | 2.92% | 61,856 | 13,931 | 29.1% | $603.67万 | 加仓 |
| FIX | COMFORT SYS USA INC | $2,891.86万 | 3.15% | 14,590 | 269 | 1.9% | $53.32万 | 加仓 |
| LLY | ELI LILLY & CO | $3,072.93万 | 3.35% | 25,619 | 1,663 | 6.9% | $199.47万 | 加仓 |
| AVGO | BROADCOM INC | $3,142.20万 | 3.42% | 83,182 | 9,418 | 12.8% | $355.77万 | 加仓 |
| AMZN | AMAZON COM INC | $3,327.40万 | 3.62% | 139,607 | 3,143 | 2.3% | $74.91万 | 加仓 |
| GOOG | ALPHABET INC | $3,385.91万 | 3.69% | 95,828 | 2,772 | 3.0% | $97.94万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,426.90万 | 3.73% | 91,869 | 27,599 | 42.9% | $1,029.50万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,690.39万 | 4.02% | 184,436 | 37,391 | 25.4% | $748.16万 | 加仓 |
| AAPL | APPLE INC | $4,071.19万 | 4.43% | 140,696 | -3,110 | -2.2% | -$89.99万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $5,843.87万 | 6.37% | 1,746,523 | 311,753 | 21.7% | $1,043.13万 | 加仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $5,931.86万 | 6.46% | 2,869,793 | 481,148 | 20.1% | $994.53万 | 加仓 |