JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
AMMON ID · SEC CIK 0002122180
$1.28亿2026Q2 申报市值
154持仓数
34.5%前十大占比 · 第一大 6.9%
7 / 6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
MU 新建仓+$71.45万
SUI 新建仓+$48.84万
SPYG 加仓+$46.64万
ATO 新建仓+$46.59万
AAPL 加仓+$41.96万
2026Q2 卖出最多 按季末市值估算
CSCO 减仓-$85.34万
QCOM 减仓-$71.05万
SLYG 重新持有-$67.94万
FIX 重新持有-$61.66万
ASML 重新持有-$59.09万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | $885.64万 | 6.90% | 74,429 | 3,920 | 5.6% | $46.64万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $762.16万 | 5.94% | 38,091 | 612 | 1.6% | $12.25万 | 加仓 |
| AMZN | AMAZON COM INC | $406.66万 | 3.17% | 17,062 | 400 | 2.4% | $9.53万 | 加仓 |
| TSLA | TESLA INC | $388.76万 | 3.03% | 9,243 | -257 | -2.7% | -$10.81万 | 减仓 |
| GOOGL | ALPHABET INC | $385.70万 | 3.01% | 10,792 | 348 | 3.3% | $12.44万 | 加仓 |
| BIL | SPDR SERIES TRUST | $380.84万 | 2.97% | 41,559 | 2,088 | 5.3% | $19.13万 | 加仓 |
| MSFT | MICROSOFT CORP | $364.82万 | 2.84% | 9,780 | 917 | 10.3% | $34.21万 | 加仓 |
| META | META PLATFORMS INC | $298.53万 | 2.33% | 5,300 | -376 | -6.6% | -$21.18万 | 减仓 |
| GOOG | ALPHABET INC | $283.48万 | 2.21% | 8,023 | -352 | -4.2% | -$12.44万 | 减仓 |
| V | VISA INC | $266.67万 | 2.08% | 7,773 | -770 | -9.0% | -$26.42万 | 减仓 |
| BA | BOEING CO | $216.32万 | 1.69% | 9,993 | -458 | -4.4% | -$9.91万 | 减仓 |
| AAPL | APPLE INC | $196.26万 | 1.53% | 6,782 | 1,450 | 27.2% | $41.96万 | 加仓 |
| NFLX | NETFLIX INC. | $187.19万 | 1.46% | 26,217 | -1,382 | -5.0% | -$9.87万 | 减仓 |
| ORCL | ORACLE CORP | $169.88万 | 1.32% | 11,591 | -1,536 | -11.7% | -$22.51万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $146.68万 | 1.14% | 15,260 | -1,063 | -6.5% | -$10.22万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $135.19万 | 1.05% | 5,324 | 706 | 15.3% | $17.93万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $133.63万 | 1.04% | 31,560 | 86 | 0.3% | $3,641 | 加仓 |
| AVGO | BROADCOM INC | $127.25万 | 0.99% | 3,369 | 380 | 12.7% | $14.35万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $119.81万 | 0.93% | 2,412 | -143 | -5.6% | -$7.10万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $116.87万 | 0.91% | 6,460 | 588 | 10.0% | $10.64万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $113.36万 | 0.88% | 8,972 | 137 | 1.6% | $1.73万 | 加仓 |
| SHOP | SHOPIFY INC | $111.04万 | 0.87% | 9,725 | -1,193 | -10.9% | -$13.62万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $108.23万 | 0.84% | 31,581 | 1,321 | 4.4% | $4.53万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $106.18万 | 0.83% | 29,609 | 3,908 | 15.2% | $14.01万 | 加仓 |
| RTX | RTX CORPORATION | $105.41万 | 0.82% | 5,556 | 587 | 11.8% | $11.14万 | 加仓 |
| MDT | MEDTRONIC PLC | $103.49万 | 0.81% | 13,230 | 1,608 | 13.8% | $12.58万 | 加仓 |
| ABBV | ABBVIE INC | $100.97万 | 0.79% | 4,013 | -109 | -2.6% | -$2.74万 | 减仓 |
| DIS | DISNEY WALT CO | $99.12万 | 0.77% | 10,298 | -603 | -5.5% | -$5.80万 | 减仓 |
| CME | CME GROUP INC | $97.91万 | 0.76% | 4,434 | 471 | 11.9% | $10.40万 | 加仓 |
| MRK | MERCK & CO INC | $97.21万 | 0.76% | 7,565 | 835 | 12.4% | $10.73万 | 加仓 |
| CVS | CVS HEALTH CORP | $95.84万 | 0.75% | 9,264 | 155 | 1.7% | $1.60万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $91.36万 | 0.71% | 3,116 | 63 | 2.1% | $1.85万 | 加仓 |
| MCD | MCDONALDS CORP | $90.12万 | 0.70% | 3,334 | 28 | 0.8% | $7,569 | 加仓 |
| BAC | BANK OF AMER CORP | $88.94万 | 0.69% | 15,609 | 2,332 | 17.6% | $13.29万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $86.19万 | 0.67% | 14,901 | 5,653 | 61.1% | $32.70万 | 加仓 |
| CRM | SALESFORCE INC | $86.17万 | 0.67% | 5,500 | 311 | 6.0% | $4.87万 | 加仓 |
| LLY | ELI LILLY & CO | $84.00万 | 0.65% | 700 | -33 | -4.5% | -$3.96万 | 减仓 |
| TXN | TEXAS INSTRS INC | $83.38万 | 0.65% | 2,797 | -713 | -20.3% | -$21.26万 | 减仓 |
| — | EXXON MOBIL CORP | $83.35万 | 0.65% | 6,096 | -307 | -4.8% | -$4.20万 | 减仓 |
| KO | COCA COLA CO | $82.19万 | 0.64% | 10,113 | 1,326 | 15.1% | $10.78万 | 加仓 |
| COP | CONOCOPHILLIPS | $79.54万 | 0.62% | 7,651 | 861 | 12.7% | $8.95万 | 加仓 |
| ENB | ENBRIDGE INC | $78.69万 | 0.61% | 14,516 | 1,486 | 11.4% | $8.06万 | 加仓 |
| SBUX | STARBUCKS CORP | $78.29万 | 0.61% | 7,661 | -744 | -8.9% | -$7.60万 | 减仓 |
| HD | HOME DEPOT INC | $73.74万 | 0.57% | 2,091 | -109 | -5.0% | -$3.84万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $72.18万 | 0.56% | 3,227 | 390 | 13.7% | $8.72万 | 加仓 |
| PEP | PEPSICO INC | $71.70万 | 0.56% | 5,296 | 726 | 15.9% | $9.83万 | 加仓 |
| WM | WASTE MGMT INC DEL | $71.49万 | 0.56% | 3,208 | 957 | 42.5% | $21.33万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $71.45万 | 0.56% | 619 | 619 | — | $71.45万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $70.91万 | 0.55% | 22,362 | 378 | 1.7% | $1.20万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $70.73万 | 0.55% | 5,587 | 706 | 14.5% | $8.94万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $70.03万 | 0.55% | 4,628 | 1,396 | 43.2% | $21.12万 | 加仓 |
| UNP | UNION PAC CORP | $69.85万 | 0.54% | 2,568 | 232 | 9.9% | $6.31万 | 加仓 |
| SNA | SNAP ON INC | $69.81万 | 0.54% | 1,735 | -142 | -7.6% | -$5.71万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $69.51万 | 0.54% | 7,533 | 965 | 14.7% | $8.90万 | 加仓 |
| NVO | NOVO-NORDISK A S | $69.15万 | 0.54% | 14,424 | -787 | -5.2% | -$3.77万 | 减仓 |
| ADSK | AUTODESK INC | $69.09万 | 0.54% | 3,554 | -265 | -6.9% | -$5.15万 | 减仓 |
| WSO | WATSCO INC | $68.48万 | 0.53% | 1,643 | 49 | 3.1% | $2.04万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $67.92万 | 0.53% | 5,817 | -496 | -7.9% | -$5.79万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $67.16万 | 0.52% | 1,077 | -52 | -4.6% | -$3.24万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $65.35万 | 0.51% | 1,932 | 240 | 14.2% | $8.12万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $64.93万 | 0.51% | 26,447 | 9,824 | 59.1% | $24.12万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $64.46万 | 0.50% | 3,025 | -286 | -8.6% | -$6.09万 | 减仓 |
| AMAT | APPLIED MATLS INC | $63.78万 | 0.50% | 882 | -26 | -2.9% | -$1.88万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $62.04万 | 0.48% | 4,535 | 546 | 13.7% | $7.47万 | 加仓 |
| BN | BROOKFIELD CORP | $60.96万 | 0.47% | 14,313 | 1,866 | 15.0% | $7.95万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $60.43万 | 0.47% | 1,846 | 365 | 24.6% | $11.95万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $60.01万 | 0.47% | 12,354 | -2,151 | -14.8% | -$10.45万 | 减仓 |
| QCOM | QUALCOMM INC | $59.39万 | 0.46% | 3,214 | -3,845 | -54.5% | -$71.05万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $59.01万 | 0.46% | 9,707 | 173 | 1.8% | $1.05万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $57.95万 | 0.45% | 2,060 | -168 | -7.5% | -$4.73万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $57.80万 | 0.45% | 3,726 | 395 | 11.9% | $6.13万 | 加仓 |
| OKE | ONEOK INC NEW | $56.54万 | 0.44% | 6,504 | -653 | -9.1% | -$5.68万 | 减仓 |
| HAWX | ISHARES TR | $56.29万 | 0.44% | 12,106 | 556 | 4.8% | $2.59万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $56.26万 | 0.44% | 2,512 | -124 | -4.7% | -$2.78万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $55.32万 | 0.43% | 4,970 | 153 | 3.2% | $1.70万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $55.14万 | 0.43% | 3,760 | 394 | 11.7% | $5.78万 | 加仓 |
| NVS | NOVARTIS AG | $55.12万 | 0.43% | 3,517 | -51 | -1.4% | -$7,993 | 减仓 |
| MA | MASTERCARD INCORPORATED | $54.99万 | 0.43% | 1,071 | -146 | -12.0% | -$7.50万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $54.61万 | 0.43% | 3,351 | -228 | -6.4% | -$3.72万 | 减仓 |
| CAT | CATERPILLAR INC | $51.17万 | 0.40% | 480 | 112 | 30.4% | $11.94万 | 加仓 |
| DE | DEERE & CO | $50.42万 | 0.39% | 795 | -25 | -3.0% | -$1.59万 | 减仓 |
| CSCO | CISCO SYS INC | $49.30万 | 0.38% | 4,198 | -7,267 | -63.4% | -$85.34万 | 减仓 |
| SUI | SUN CMNTYS INC | $48.84万 | 0.38% | 4,073 | 4,073 | — | $48.84万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $48.81万 | 0.38% | 2,944 | 455 | 18.3% | $7.54万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $48.78万 | 0.38% | 973 | -28 | -2.8% | -$1.40万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $48.16万 | 0.38% | 1,211 | -130 | -9.7% | -$5.17万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $47.24万 | 0.37% | 944 | -155 | -14.1% | -$7.76万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $47.00万 | 0.37% | 809 | -867 | -51.7% | -$50.36万 | 重新持有 |
| ATO | ATMOS ENERGY CORP | $46.59万 | 0.36% | 2,704 | 2,704 | — | $46.59万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $46.00万 | 0.36% | 17,017 | 2,848 | 20.1% | $7.70万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $44.59万 | 0.35% | 462 | -594 | -56.2% | -$57.33万 | 重新持有 |
| SEIC | SEI INVTS CO | $43.93万 | 0.34% | 5,008 | -346 | -6.5% | -$3.03万 | 减仓 |
| GLW | CORNING INC | $43.74万 | 0.34% | 1,712 | 94 | 5.8% | $2.40万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $42.22万 | 0.33% | 829 | 112 | 15.6% | $5.70万 | 加仓 |
| TRI | THOMSON REUTERS CORP | $41.12万 | 0.32% | 5,035 | -797 | -13.7% | -$6.51万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $40.78万 | 0.32% | 9,663 | 1,190 | 14.0% | $5.02万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $40.61万 | 0.32% | 937 | 937 | — | $40.61万 | 新建仓 |
| LOW | LOWES COS INC | $40.61万 | 0.32% | 1,842 | 198 | 12.0% | $4.37万 | 加仓 |
| WMT | WALMART INC | $40.52万 | 0.32% | 3,578 | 828 | 30.1% | $9.38万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $40.29万 | 0.31% | 8,681 | 1,124 | 14.9% | $5.22万 | 加仓 |