St. Louis Financial Planners Asset Management, LLC
CHESTERFIELD MO · SEC CIK 0001966171
$1.76亿2026Q1 申报市值
33持仓数
67.1%前十大占比 · 第一大 29.2%
8 / 11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
BIL 加仓+$3,746.92万
WDC 新建仓+$504.94万
PEP 新建仓+$412.00万
HD 新建仓+$395.20万
NEM 新建仓+$357.12万
2026Q1 卖出最多 按季末市值估算
AVGO 清仓-$478.55万
VZ 清仓-$370.71万
T 清仓-$367.95万
DIS 清仓-$288.43万
ITA 清仓-$282.18万
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 |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | $5,144.19万 | 29.16% | 561,347 | 408,873 | 268.2% | $3,746.92万 | 加仓 |
| TFLO | ISHARES TR | $1,824.86万 | 10.34% | 360,431 | -1,998 | -0.6% | -$10.12万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $1,366.60万 | 7.75% | 699,745 | 90,796 | 14.9% | $177.32万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $674.15万 | 3.82% | 27,579 | 5,157 | 23.0% | $126.06万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $610.42万 | 3.46% | 18,068 | 1,473 | 8.9% | $49.76万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $504.94万 | 2.86% | 18,667 | 18,667 | — | $504.94万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $438.12万 | 2.48% | 21,175 | -3,333 | -13.6% | -$68.96万 | 减仓 |
| — | EXXON MOBIL CORP | $435.28万 | 2.47% | 25,655 | -4,863 | -15.9% | -$82.51万 | 减仓 |
| MRK | MERCK & CO INC | $426.78万 | 2.42% | 35,479 | -6,969 | -16.4% | -$83.83万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $418.43万 | 2.37% | 152,377 | 68,989 | 82.7% | $189.44万 | 加仓 |
| PEP | PEPSICO INC | $412.00万 | 2.34% | 26,531 | 26,531 | — | $412.00万 | 新建仓 |
| KO | COCA COLA CO | $400.36万 | 2.27% | 52,644 | 41,734 | 382.5% | $317.39万 | 加仓 |
| HD | HOME DEPOT INC | $395.20万 | 2.24% | 12,016 | 12,016 | — | $395.20万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $373.36万 | 2.12% | 25,848 | 435 | 1.7% | $6.28万 | 加仓 |
| NEM | NEWMONT CORP | $357.12万 | 2.02% | 32,990 | 32,990 | — | $357.12万 | 新建仓 |
| GOOGL | ALPHABET INC | $346.32万 | 1.96% | 12,043 | -6,561 | -35.3% | -$188.68万 | 减仓 |
| AAPL | APPLE INC | $303.04万 | 1.72% | 11,940 | -640 | -5.1% | -$16.24万 | 减仓 |
| NFLX | NETFLIX INC. | $297.37万 | 1.69% | 30,928 | 1,818 | 6.2% | $17.48万 | 加仓 |
| AMZN | AMAZON COM INC | $280.97万 | 1.59% | 13,490 | 766 | 6.0% | $15.95万 | 加仓 |
| WMT | WALMART INC | $278.91万 | 1.58% | 22,442 | -4,076 | -15.4% | -$50.66万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $273.74万 | 1.55% | 13,456 | -1,575 | -10.5% | -$32.04万 | 减仓 |
| CSCO | CISCO SYS INC | $262.24万 | 1.49% | 33,798 | -3,123 | -8.5% | -$24.23万 | 减仓 |
| ORCL | ORACLE CORP | $257.52万 | 1.46% | 17,505 | 1,712 | 10.8% | $25.19万 | 加仓 |
| CRM | SALESFORCE INC | $257.19万 | 1.46% | 13,777 | 2,895 | 26.6% | $54.04万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $256.34万 | 1.45% | 10,575 | -501 | -4.5% | -$12.14万 | 重新持有 |
| WFC | WELLS FARGO & CO | $251.72万 | 1.43% | 31,619 | 70 | 0.2% | $5,573 | 加仓 |
| BAC | BANK AMERICA CORP | $248.49万 | 1.41% | 50,972 | -877 | -1.7% | -$4.28万 | 减仓 |
| EZA | ISHARES INC | $176.21万 | 1.00% | 25,989 | 25,989 | — | $176.21万 | 新建仓 |
| IHE | ISHARES TR | $119.65万 | 0.68% | 13,804 | 13,804 | — | $119.65万 | 新建仓 |
| CVS | CVS HEALTH CORP | $83.04万 | 0.47% | 11,562 | -717 | -5.8% | -$5.15万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $80.87万 | 0.46% | 11,159 | 11,159 | — | $80.87万 | 新建仓 |
| EWC | ISHARES INC | $60.54万 | 0.34% | 11,048 | 11,048 | — | $60.54万 | 新建仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $24.41万 | 0.14% | 10,010 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -13,826 | -100.0% | -$478.55万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -91,015 | -100.0% | -$370.71万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -148,126 | -100.0% | -$367.95万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -25,352 | -100.0% | -$288.43万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -13,143 | -100.0% | -$282.18万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EWY | ISHARES INC | $0 | 0.00% | 0 | -23,700 | -100.0% | -$230.41万 | 清仓 |
| EWP | ISHARES INC | $0 | 0.00% | 0 | -32,443 | -100.0% | -$174.90万 | 清仓 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | -10,001 | -100.0% | -$135.16万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -10,069 | -100.0% | -$121.01万 | 清仓 |
| IDV | ISHARES TR | $0 | 0.00% | 0 | -33,244 | -100.0% | -$116.99万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ADVANTAGE SOLUTIONS INC | $0 | 0.00% | 0 | -29,674 | -100.0% | -$2.61万 | 清仓 |