13F 机构持仓

Decker Retirement Planning Inc.

LEVI UT · SEC CIK 0001975700

2026Q22026Q1 更早 9 个季度 🔒
$2.21亿2026Q1 申报市值
283持仓数
50.7%前十大占比 · 第一大 17.5%
84 / 28新建仓 / 清仓
申报市值走势$2.94亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SGOV 17.5%
XLE 4.5%
MU 4.5%
TAN 4.4%
LRCX 3.9%
JEPI 3.6%
STX 3.5%
ESGU 3.3%
VTI 3.1%
USXF 2.3%

2026Q1 买入最多 按季末市值估算

SGOV 加仓+$1,034.11万
XLE 新建仓+$999.55万
TAN 新建仓+$974.53万
AUGO 新建仓+$481.38万
AGRO 新建仓+$462.87万

2026Q1 卖出最多 按季末市值估算

INTC 减仓-$1,045.75万
XME 减仓-$969.42万
GDX 减仓-$717.82万
WARNER BROS DISC 减仓-$660.47万
PRDO 减仓-$477.48万

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
— ELEVATION SERIES TRUST $3,3370.00%152 152— $3,337 新建仓
GS GOLDMAN SACHS GROUP INC $3,3840.00%4 4— $3,384 新建仓
RY ROYAL BK CDA $3,3970.00%21 21— $3,397 新建仓
MELI MERCADOLIBRE INC $3,4580.00%2 2— $3,458 新建仓
— ELEVATION SERIES TRUST $3,5330.00%91 1215.2% $466 加仓
CAT CATERPILLAR INC $3,5420.00%5 00.0% — 不变
AZN ASTRAZENECA PLC $3,5500.00%18 18— $3,550 新建仓
SEPU AIM ETF PRODUCTS TRUST $3,5840.00%128 128— $3,584 新建仓
TJX TJX COS INC NEW $3,6730.00%23 23— $3,673 新建仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $3,7170.00%11 11— $3,717 新建仓
EFAV ISHARES TR $3,7240.00%41 41— $3,724 新建仓
SWKS SKYWORKS SOLUTIONS INC $3,7490.00%70 70— $3,749 新建仓
TTMI TTM TECHNOLOGIES INC $3,7990.00%39 00.0% — 不变
ARKG ARK ETF TR $4,3060.00%163 163— $4,306 新建仓
QQQ INVESCO QQQ TR $4,6170.00%8 -611-98.7% -$35.26万 减仓
KORP AMERICAN CENTY ETF TR $4,8470.00%104 104— $4,847 新建仓
CNQ CANADIAN NAT RES LTD MED TER $4,8730.00%100 100— $4,873 新建仓
INTC INTEL CORP $5,0310.00%114 -236,962-100.0% -$1,045.75万 减仓
— ELEVATION SERIES TRUST $5,3650.00%132 132— $5,365 新建仓
DOW DOW HLDGS INC $5,4150.00%130 00.0% — 不变
GLW CORNING INC $5,4390.00%40 40— $5,439 新建仓
COIN COINBASE GLOBAL INC $5,9370.00%34 00.0% — 不变
PG PROCTER & GAMBLE CO $6,2110.00%43 00.0% — 不变
LGOV FIRST TR EXCHANGE-TRADED FD $6,3850.00%296 296— $6,385 新建仓
FLRN SPDR SERIES TRUST $6,4020.00%208 00.0% — 不变
MRK MERCK & CO INC $6,6160.00%55 00.0% — 不变
BEN FRANKLIN RESOURCES INC $6,6370.00%281 00.0% — 不变
BAC BANK AMERICA CORP $6,7000.00%137 00.0% — 不变
RVTY REVVITY INC $6,7460.00%77 00.0% — 不变
RF REGIONS FINANCIAL CORP NEW $6,7650.00%259 00.0% — 不变
— VIRTUS ETF TR II $6,9180.00%300 00.0% — 不变
— AIM ETF PRODUCTS TRUST $7,0760.00%244 9159.5% $2,639 加仓
TXT TEXTRON INC $7,0920.00%81 00.0% — 不变
XLC SELECT SECTOR SPDR TR $7,0950.00%64 64— $7,095 新建仓
— ELEVATION SERIES TRUST $7,1100.00%173 173— $7,110 新建仓
T AT&T INC $7,1320.00%246 00.0% — 不变
— ELEVATION SERIES TRUST $7,2050.00%196 2514.6% $919 加仓
CRM SALESFORCE INC $7,2800.00%39 00.0% — 不变
EDIV SPDR INDEX SHS FDS $7,3040.00%185 185— $7,304 新建仓
AIRR FIRST TR EXCHANGE TRADED FD $7,4220.00%67 67— $7,422 新建仓
HBAN HUNTINGTON BANCSHARES INC $7,6370.00%488 00.0% — 不变
RING ISHARES INC $7,6610.00%97 00.0% — 不变
NEM NEWMONT CORP $7,6860.00%71 00.0% — 不变
FENY FIDELITY COVINGTON TRUST $9,0150.00%265 00.0% — 不变
DIS DISNEY WALT CO $9,0600.00%94 00.0% — 不变
BILZ PIMCO ETF TR $9,3900.00%93 -61-39.6% -$6,159 减仓
STNE STONECO LTD $9,4320.00%668 00.0% — 不变
— GUINNESS ATKINSON FDS $9,5540.00%543 543— $9,554 新建仓
JAAA JANUS DETROIT STR TR $9,9230.00%197 00.0% — 不变
IJK ISHARES TR $1.01万0.00%100 100— $1.01万 新建仓
— ELEVATION SERIES TRUST $1.04万0.00%257 10164.7% $4,102 加仓
— ELEVATION SERIES TRUST $1.08万0.00%448 -474-51.4% -$1.14万 减仓
USMV ISHARES TR $1.09万0.00%117 117— $1.09万 新建仓
IWM ISHARES TR $1.10万0.00%44 401,000.0% $9,987 加仓
ICE INTERCONTINENTAL EXCHANGE IN $1.15万0.01%73 00.0% — 不变
GTX GARRETT MOTION INC $1.19万0.01%655 00.0% — 不变
BJ BJS WHSL CLUB HLDGS INC $1.22万0.01%124 00.0% — 不变
CFG CITIZENS FINL GROUP INC $1.23万0.01%205 00.0% — 不变
TEX TEREX CORP NEW $1.27万0.01%215 215— $1.27万 新建仓
OMC OMNICOM GROUP INC $1.27万0.01%169 00.0% — 不变
VRSN VERISIGN INC $1.32万0.01%53 00.0% — 不变
OR OR ROYALTIES INC. $1.35万0.01%355 00.0% — 不变
FJUL FIRST TR EXCHNG TRADED FD VI $1.38万0.01%253 00.0% — 不变
MNST MONSTER BEVERAGE CORP NEW $1.43万0.01%197 00.0% — 不变
RTX RTX CORPORATION $1.45万0.01%75 00.0% — 不变
NRG NRG ENERGY INC $1.46万0.01%100 00.0% — 不变
PM PHILIP MORRIS INTL INC $1.47万0.01%89 00.0% — 不变
IGSB ISHARES TR $1.49万0.01%283 00.0% — 不变
FELV FIDELITY COVINGTON TRUST $1.54万0.01%440 440— $1.54万 新建仓
— FIRST TR EXCHNG TRADED FD VI $1.58万0.01%614 00.0% — 不变
IUSG ISHARES TR $1.60万0.01%103 00.0% — 不变
— WARNER BROS DISCOVERY INC $1.61万0.01%587 -240,520-99.8% -$660.47万 减仓
XLF SELECT SECTOR SPDR TR $1.68万0.01%340 -639-65.3% -$3.15万 减仓
— FIRST TR EXCHNG TRADED FD VI $1.71万0.01%759 00.0% — 不变
BA BOEING CO $1.71万0.01%86 00.0% — 不变
FREL FIDELITY COVINGTON TRUST $1.72万0.01%638 00.0% — 不变
ONEZ ELEVATION SERIES TRUST $1.76万0.01%701 27263.4% $6,810 加仓
BVN COMPANIA DE MINAS BUENAVENTU $1.77万0.01%492 00.0% — 不变
PYPL PAYPAL HLDGS INC $1.81万0.01%400 400— $1.81万 新建仓
ADI ANALOG DEVICES INC $1.85万0.01%58 1226.1% $3,818 加仓
DECW AIM ETF PRODUCTS TRUST $1.90万0.01%569 -85-13.0% -$2,840 减仓
VGK VANGUARD INTL EQUITY INDEX F $1.91万0.01%232 00.0% — 不变
— AIM ETF PRODUCTS TRUST $1.94万0.01%565 20858.3% $7,145 加仓
FHLC FIDELITY COVINGTON TRUST $1.95万0.01%277 00.0% — 不变
— AIM ETF PRODUCTS TRUST $2.00万0.01%701 9515.7% $2,712 加仓
HWM HOWMET AEROSPACE INC $2.10万0.01%91 00.0% — 不变
— AIM ETF PRODUCTS TRUST $2.10万0.01%666 -92-12.1% -$2,906 减仓
AMD ADVANCED MICRO DEVICES INC $2.20万0.01%108 00.0% — 不变
QUAL ISHARES TR $2.23万0.01%116 -48-29.3% -$9,207 减仓
— AIM ETF PRODUCTS TRUST $2.29万0.01%643 23658.0% $8,390 加仓
OCTW AIM ETF PRODUCTS TRUST $2.34万0.01%608 -82-11.9% -$3,155 减仓
SPY STATE STR SPDR S&P 500 ETF T $2.41万0.01%37 -21-36.2% -$1.37万 减仓
JANW AIM ETF PRODUCTS TRUST $2.43万0.01%666 -94-12.4% -$3,429 减仓
IJH ISHARES TR $2.43万0.01%360 3513,900.0% $2.37万 重新持有
FV FIRST TR EXCHANGE TRADED FD $2.46万0.01%407 00.0% — 不变
ARKK ARK ETF TR $2.60万0.01%384 38338,300.0% $2.59万 加仓
MOAT VANECK ETF TRUST $2.74万0.01%283 00.0% — 不变
SMH VANECK ETF TRUST $2.88万0.01%75 00.0% — 不变
CMBS ISHARES TR $2.93万0.01%601 00.0% — 不变
FNCL FIDELITY COVINGTON TRUST $2.97万0.01%423 00.0% — 不变