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
JPM JPMORGAN CHASE & CO $4.44万0.02%151 00.0% — 不变
GOVT ISHARES TR $4.31万0.02%1,881 00.0% — 不变
UBER UBER TECHNOLOGIES INC $4.16万0.02%579 500632.9% $3.60万 加仓
NFLX NETFLIX INC. $4.04万0.02%420 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $3.98万0.02%83 11.2% $479 加仓
FMAT FIDELITY COVINGTON TRUST $3.97万0.02%689 00.0% — 不变
VOO VANGUARD INDEX FDS $3.94万0.02%66 00.0% — 不变
FCOM FIDELITY COVINGTON TRUST $3.90万0.02%573 00.0% — 不变
FENI FIDELITY COVINGTON TRUST $3.87万0.02%1,041 1,041— $3.87万 新建仓
FIDU FIDELITY COVINGTON TRUST $3.75万0.02%434 00.0% — 不变
LLY ELI LILLY & CO $3.68万0.02%40 00.0% — 不变
EBAY EBAY INC. $3.64万0.02%400 400— $3.64万 新建仓
FDIS FIDELITY COVINGTON TRUST $3.39万0.02%364 00.0% — 不变
GSEP FIRST TR EXCHNG TRADED FD VI $3.38万0.02%888 -32-3.5% -$1,220 减仓
— AIM ETF PRODUCTS TRUST $3.37万0.02%997 28339.6% $9,560 加仓
XME SPDR SERIES TRUST $3.24万0.01%300 -89,753-99.7% -$969.42万 减仓
EMLP FIRST TR EXCHANGE-TRADED FD $3.13万0.01%717 00.0% — 不变
IAUM ISHARES GOLD TR $3.09万0.01%661 00.0% — 不变
FNCL FIDELITY COVINGTON TRUST $2.97万0.01%423 00.0% — 不变
CMBS ISHARES TR $2.93万0.01%601 00.0% — 不变
SMH VANECK ETF TRUST $2.88万0.01%75 00.0% — 不变
MOAT VANECK ETF TRUST $2.74万0.01%283 00.0% — 不变
ARKK ARK ETF TR $2.60万0.01%384 38338,300.0% $2.59万 加仓
FV FIRST TR EXCHANGE TRADED FD $2.46万0.01%407 00.0% — 不变
IJH ISHARES TR $2.43万0.01%360 3513,900.0% $2.37万 重新持有
JANW AIM ETF PRODUCTS TRUST $2.43万0.01%666 -94-12.4% -$3,429 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
OCTW AIM ETF PRODUCTS TRUST $2.34万0.01%608 -82-11.9% -$3,155 减仓
— AIM ETF PRODUCTS TRUST $2.29万0.01%643 23658.0% $8,390 加仓
QUAL ISHARES TR $2.23万0.01%116 -48-29.3% -$9,207 减仓
AMD ADVANCED MICRO DEVICES INC $2.20万0.01%108 00.0% — 不变
— AIM ETF PRODUCTS TRUST $2.10万0.01%666 -92-12.1% -$2,906 减仓
HWM HOWMET AEROSPACE INC $2.10万0.01%91 00.0% — 不变
— AIM ETF PRODUCTS TRUST $2.00万0.01%701 9515.7% $2,712 加仓
FHLC FIDELITY COVINGTON TRUST $1.95万0.01%277 00.0% — 不变
— AIM ETF PRODUCTS TRUST $1.94万0.01%565 20858.3% $7,145 加仓
VGK VANGUARD INTL EQUITY INDEX F $1.91万0.01%232 00.0% — 不变
DECW AIM ETF PRODUCTS TRUST $1.90万0.01%569 -85-13.0% -$2,840 减仓
ADI ANALOG DEVICES INC $1.85万0.01%58 1226.1% $3,818 加仓
PYPL PAYPAL HLDGS INC $1.81万0.01%400 400— $1.81万 新建仓
BVN COMPANIA DE MINAS BUENAVENTU $1.77万0.01%492 00.0% — 不变
ONEZ ELEVATION SERIES TRUST $1.76万0.01%701 27263.4% $6,810 加仓
FREL FIDELITY COVINGTON TRUST $1.72万0.01%638 00.0% — 不变
BA BOEING CO $1.71万0.01%86 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $1.71万0.01%759 00.0% — 不变
XLF SELECT SECTOR SPDR TR $1.68万0.01%340 -639-65.3% -$3.15万 减仓
— WARNER BROS DISCOVERY INC $1.61万0.01%587 -240,520-99.8% -$660.47万 减仓
IUSG ISHARES TR $1.60万0.01%103 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $1.58万0.01%614 00.0% — 不变
FELV FIDELITY COVINGTON TRUST $1.54万0.01%440 440— $1.54万 新建仓
IGSB ISHARES TR $1.49万0.01%283 00.0% — 不变
PM PHILIP MORRIS INTL INC $1.47万0.01%89 00.0% — 不变
NRG NRG ENERGY INC $1.46万0.01%100 00.0% — 不变
RTX RTX CORPORATION $1.45万0.01%75 00.0% — 不变
MNST MONSTER BEVERAGE CORP NEW $1.43万0.01%197 00.0% — 不变
FJUL FIRST TR EXCHNG TRADED FD VI $1.38万0.01%253 00.0% — 不变
OR OR ROYALTIES INC. $1.35万0.01%355 00.0% — 不变
VRSN VERISIGN INC $1.32万0.01%53 00.0% — 不变
OMC OMNICOM GROUP INC $1.27万0.01%169 00.0% — 不变
TEX TEREX CORP NEW $1.27万0.01%215 215— $1.27万 新建仓
CFG CITIZENS FINL GROUP INC $1.23万0.01%205 00.0% — 不变
BJ BJS WHSL CLUB HLDGS INC $1.22万0.01%124 00.0% — 不变
GTX GARRETT MOTION INC $1.19万0.01%655 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $1.15万0.01%73 00.0% — 不变
IWM ISHARES TR $1.10万0.00%44 401,000.0% $9,987 加仓
USMV ISHARES TR $1.09万0.00%117 117— $1.09万 新建仓
— ELEVATION SERIES TRUST $1.08万0.00%448 -474-51.4% -$1.14万 减仓
— ELEVATION SERIES TRUST $1.04万0.00%257 10164.7% $4,102 加仓
IJK ISHARES TR $1.01万0.00%100 100— $1.01万 新建仓
JAAA JANUS DETROIT STR TR $9,9230.00%197 00.0% — 不变
— GUINNESS ATKINSON FDS $9,5540.00%543 543— $9,554 新建仓
STNE STONECO LTD $9,4320.00%668 00.0% — 不变
BILZ PIMCO ETF TR $9,3900.00%93 -61-39.6% -$6,159 减仓
DIS DISNEY WALT CO $9,0600.00%94 00.0% — 不变
FENY FIDELITY COVINGTON TRUST $9,0150.00%265 00.0% — 不变
NEM NEWMONT CORP $7,6860.00%71 00.0% — 不变
RING ISHARES INC $7,6610.00%97 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC $7,6370.00%488 00.0% — 不变
AIRR FIRST TR EXCHANGE TRADED FD $7,4220.00%67 67— $7,422 新建仓
EDIV SPDR INDEX SHS FDS $7,3040.00%185 185— $7,304 新建仓
CRM SALESFORCE INC $7,2800.00%39 00.0% — 不变
— ELEVATION SERIES TRUST $7,2050.00%196 2514.6% $919 加仓
T AT&T INC $7,1320.00%246 00.0% — 不变
— ELEVATION SERIES TRUST $7,1100.00%173 173— $7,110 新建仓
XLC SELECT SECTOR SPDR TR $7,0950.00%64 64— $7,095 新建仓
TXT TEXTRON INC $7,0920.00%81 00.0% — 不变
— AIM ETF PRODUCTS TRUST $7,0760.00%244 9159.5% $2,639 加仓
— VIRTUS ETF TR II $6,9180.00%300 00.0% — 不变
RF REGIONS FINANCIAL CORP NEW $6,7650.00%259 00.0% — 不变
RVTY REVVITY INC $6,7460.00%77 00.0% — 不变
BAC BANK AMERICA CORP $6,7000.00%137 00.0% — 不变
BEN FRANKLIN RESOURCES INC $6,6370.00%281 00.0% — 不变
MRK MERCK & CO INC $6,6160.00%55 00.0% — 不变
FLRN SPDR SERIES TRUST $6,4020.00%208 00.0% — 不变
LGOV FIRST TR EXCHANGE-TRADED FD $6,3850.00%296 296— $6,385 新建仓
PG PROCTER & GAMBLE CO $6,2110.00%43 00.0% — 不变
COIN COINBASE GLOBAL INC $5,9370.00%34 00.0% — 不变
GLW CORNING INC $5,4390.00%40 40— $5,439 新建仓
DOW DOW HLDGS INC $5,4150.00%130 00.0% — 不变
— ELEVATION SERIES TRUST $5,3650.00%132 132— $5,365 新建仓