JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
AMMON ID · SEC CIK 0002122180
$1.14亿2026Q1 申报市值
133持仓数
34.2%前十大占比 · 第一大 6.1%
3 / 98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
THOMSON REUTERS 新建仓+$52.48万
INNOVATOR ETFS T 新建仓+$37.35万
WTW 新建仓+$36.95万
MDLZ 加仓+$24.37万
FENI 加仓+$2.79万
2026Q1 卖出最多 按季末市值估算
SPYG 减仓-$2,649.17万
NVDA 减仓-$1,804.52万
AMZN 减仓-$1,090.96万
TSLA 减仓-$1,008.48万
MSFT 减仓-$920.35万
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 |
|---|---|---|---|---|---|---|---|---|
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -31,468 | -100.0% | -$146.33万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -10,628 | -100.0% | -$133.15万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -5,696 | -100.0% | -$122.34万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -16,636 | -100.0% | -$97.11万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -6,976 | -100.0% | -$94.68万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -7,112 | -100.0% | -$89.48万 | 清仓 |
| SPEM | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -19,044 | -100.0% | -$89.14万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -2,416 | -100.0% | -$84.56万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -8,283 | -100.0% | -$83.57万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -9,536 | -100.0% | -$79.86万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -1,064 | -100.0% | -$70.49万 | 清仓 |
| SLYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AON | AON PLC | $0 | 0.00% | 0 | -1,948 | -100.0% | -$68.74万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,772 | -100.0% | -$67.05万 | 清仓 |
| SPTL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -24,420 | -100.0% | -$64.64万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -1,176 | -100.0% | -$55.24万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -1,580 | -100.0% | -$53.16万 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | -1,506 | -100.0% | -$46.82万 | 清仓 |
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | -762 | -100.0% | -$46.62万 | 清仓 |
| SPSM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -9,916 | -100.0% | -$46.47万 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -11,364 | -100.0% | -$45.61万 | 清仓 |
| FTI | TECHNIPFMC PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -2,268 | -100.0% | -$45.07万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -6,120 | -100.0% | -$44.96万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -5,412 | -100.0% | -$44.22万 | 清仓 |
| NVT | NVENT ELECTRIC PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ASML | ASML HOLDING N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -9,000 | -100.0% | -$42.96万 | 清仓 |
| USB | US BANCORP DEL | $0 | 0.00% | 0 | -7,952 | -100.0% | -$42.43万 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -3,801 | -100.0% | -$41.66万 | 清仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| T | AT&T INC | $0 | 0.00% | 0 | -16,520 | -100.0% | -$41.03万 | 清仓 |
| CASY | CASEYS GEN STORES INC | $0 | 0.00% | 0 | -729 | -100.0% | -$40.30万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -4,188 | -100.0% | -$40.27万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPSB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -13,184 | -100.0% | -$39.81万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -4,149 | -100.0% | -$39.56万 | 清仓 |
| FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | -3,912 | -100.0% | -$38.82万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -3,692 | -100.0% | -$37.99万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -543 | -100.0% | -$37.09万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -405 | -100.0% | -$36.73万 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -864 | -100.0% | -$36.47万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -8,370 | -100.0% | -$34.84万 | 清仓 |
| HALO | HALOZYME THERAPEUTICS INC | $0 | 0.00% | 0 | -5,064 | -100.0% | -$34.08万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -13,596 | -100.0% | -$33.85万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -2,196 | -100.0% | -$33.72万 | 清仓 |
| CR | CRANE COMPANY | $0 | 0.00% | 0 | -1,824 | -100.0% | -$33.65万 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -1,848 | -100.0% | -$33.30万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -1,683 | -100.0% | -$33.18万 | 清仓 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | -2,052 | -100.0% | -$32.97万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -1,984 | -100.0% | -$32.31万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -669 | -100.0% | -$31.71万 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -3,933 | -100.0% | -$31.06万 | 清仓 |
| IDCC | INTERDIGITAL INC | $0 | 0.00% | 0 | -975 | -100.0% | -$31.06万 | 清仓 |
| VIK | VIKING HOLDINGS LTD | $0 | 0.00% | 0 | -4,317 | -100.0% | -$30.83万 | 清仓 |
| PJT | PJT PARTNERS INC | $0 | 0.00% | 0 | -1,830 | -100.0% | -$30.61万 | 清仓 |
| RMBS | RAMBUS INC DEL | $0 | 0.00% | 0 | -3,312 | -100.0% | -$30.43万 | 清仓 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | -8,013 | -100.0% | -$29.96万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -1,482 | -100.0% | -$29.79万 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -4,314 | -100.0% | -$29.01万 | 清仓 |
| GRMN | GARMIN LTD | $0 | 0.00% | 0 | -1,416 | -100.0% | -$28.74万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -10,284 | -100.0% | -$28.27万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -2,120 | -100.0% | -$28.16万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -52 | -100.0% | -$27.86万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -1,740 | -100.0% | -$27.74万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -836 | -100.0% | -$27.63万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,924 | -100.0% | -$27.38万 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -1,650 | -100.0% | -$27.04万 | 清仓 |
| APG | API GROUP CORP | $0 | 0.00% | 0 | -6,960 | -100.0% | -$26.63万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -1,623 | -100.0% | -$26.39万 | 清仓 |
| BOOT | BOOT BARN HLDGS INC | $0 | 0.00% | 0 | -1,491 | -100.0% | -$26.31万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -384 | -100.0% | -$25.87万 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE INC | $0 | 0.00% | 0 | -1,593 | -100.0% | -$25.62万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -2,991 | -100.0% | -$25.53万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -630 | -100.0% | -$25.05万 | 清仓 |
| AEIS | ADVANCED ENERGY INDS | $0 | 0.00% | 0 | -1,191 | -100.0% | -$24.94万 | 清仓 |
| P | PURE STORAGE INC | $0 | 0.00% | 0 | -3,699 | -100.0% | -$24.79万 | 清仓 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | -1,413 | -100.0% | -$24.64万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -546 | -100.0% | -$24.35万 | 清仓 |
| EHC | ENCOMPASS HEALTH CORP | $0 | 0.00% | 0 | -2,292 | -100.0% | -$24.33万 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | -2,358 | -100.0% | -$24.15万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -1,755 | -100.0% | -$23.87万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -456 | -100.0% | -$23.86万 | 清仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,772 | -100.0% | -$23.83万 | 清仓 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | -735 | -100.0% | -$23.78万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -2,787 | -100.0% | -$23.76万 | 清仓 |