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 |
|---|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -2,598 | -100.0% | -$51.54万 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -4,040 | -100.0% | -$49.34万 | 清仓 |
| FENI | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -6,891 | -100.0% | -$25.63万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,653 | -100.0% | -$24.58万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -397 | -100.0% | -$21.43万 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -14,853 | -100.0% | -$20.93万 | 清仓 |
| SLYG | SPDR SERIES TRUST | $20.22万 | 0.16% | 1,697 | -5,703 | -77.1% | -$67.94万 | 重新持有 |
| AIG | AMERICAN INTL GROUP INC | $20.36万 | 0.16% | 2,731 | -1,958 | -41.8% | -$14.60万 | 重新持有 |
| NOW | SERVICENOW INC | $20.58万 | 0.16% | 2,073 | -751 | -26.6% | -$7.46万 | 减仓 |
| FIX | COMFORT SYS USA INC | $21.01万 | 0.16% | 106 | -311 | -74.6% | -$61.66万 | 重新持有 |
| GOVT | ISHARES TR | $21.19万 | 0.17% | 9,300 | -20 | -0.2% | -$456 | 减仓 |
| ILMN | ILLUMINA INC | $21.31万 | 0.17% | 1,212 | -712 | -37.0% | -$12.52万 | 减仓 |
| TPR | TAPESTRY INC | $21.47万 | 0.17% | 1,467 | -1,488 | -50.4% | -$21.77万 | 重新持有 |
| SPMB | SPDR SERIES TRUST | $21.48万 | 0.17% | 9,626 | 487 | 5.3% | $1.09万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $21.72万 | 0.17% | 232 | -248 | -51.7% | -$23.22万 | 重新持有 |
| IDXX | IDEXX LABS INC | $21.95万 | 0.17% | 417 | -29 | -6.5% | -$1.53万 | 减仓 |
| ASML | ASML HLDG NV | $22.08万 | 0.17% | 111 | -297 | -72.8% | -$59.09万 | 重新持有 |
| UL | UNILEVER PLC | $22.22万 | 0.17% | 3,695 | -4,777 | -56.4% | -$28.72万 | 重新持有 |
| B | BARRICK MNG CORP | $22.39万 | 0.17% | 6,097 | -3,623 | -37.3% | -$13.31万 | 重新持有 |
| EPAM | EPAM SYS INC | $22.61万 | 0.18% | 2,850 | 890 | 45.4% | $7.06万 | 加仓 |
| CSX | CSX CORP | $23.47万 | 0.18% | 4,938 | -6,766 | -57.8% | -$32.16万 | 重新持有 |
| SHYG | ISHARES TR | $23.53万 | 0.18% | 5,547 | -581 | -9.5% | -$2.46万 | 减仓 |
| TER | TERADYNE INC | $23.76万 | 0.19% | 491 | 491 | — | $23.76万 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $23.76万 | 0.19% | 1,033 | 16 | 1.6% | $3,681 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $23.90万 | 0.19% | 4,148 | 427 | 11.5% | $2.46万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $23.94万 | 0.19% | 5,280 | -8,620 | -62.0% | -$39.08万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $23.97万 | 0.19% | 5,880 | -9,732 | -62.3% | -$39.68万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $24.01万 | 0.19% | 5,840 | -9,528 | -62.0% | -$39.17万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $24.30万 | 0.19% | 6,921 | 804 | 13.1% | $2.82万 | 加仓 |
| SNDK | SANDISK CORP | $24.78万 | 0.19% | 109 | 109 | — | $24.78万 | 新建仓 |
| GE | GE AEROSPACE | $24.83万 | 0.19% | 664 | -400 | -37.6% | -$14.96万 | 重新持有 |
| MKC | MCCORMICK & CO INC | $24.88万 | 0.19% | 4,935 | -674 | -12.0% | -$3.40万 | 减仓 |
| CI | THE CIGNA GROUP | $24.88万 | 0.19% | 903 | 124 | 15.9% | $3.42万 | 加仓 |
| NVT | NVENT ELEC PLC | $25.36万 | 0.20% | 1,495 | -2,819 | -65.3% | -$47.81万 | 重新持有 |
| INTC | INTEL CORP | $25.43万 | 0.20% | 1,821 | 1,821 | — | $25.43万 | 新建仓 |
| APH | AMPHENOL CORP | $25.73万 | 0.20% | 1,459 | -2,105 | -59.1% | -$37.12万 | 重新持有 |
| PCG | PG&E CORP | $26.08万 | 0.20% | 15,507 | 2,641 | 20.5% | $4.44万 | 加仓 |
| FTI | TECHNIPFMC PLC | $26.16万 | 0.20% | 3,946 | -6,266 | -61.4% | -$41.54万 | 重新持有 |
| GLD | SPDR GOLD TR | $26.23万 | 0.20% | 712 | -3 | -0.4% | -$1,105 | 减仓 |
| AMT | AMERICAN TOWER CORP | $26.58万 | 0.21% | 1,625 | 107 | 7.0% | $1.75万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $26.84万 | 0.21% | 4,267 | 319 | 8.1% | $2.01万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $26.92万 | 0.21% | 5,236 | -6,995 | -57.2% | -$35.97万 | 重新持有 |
| QQQ | INVESCO QQQ TR | $27.32万 | 0.21% | 371 | 6 | 1.6% | $4,418 | 加仓 |
| WMB | WILLIAMS COS INC | $27.74万 | 0.22% | 3,732 | -24 | -0.6% | -$1,784 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $27.87万 | 0.22% | 332 | -180 | -35.2% | -$15.11万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $28.53万 | 0.22% | 2,051 | 183 | 9.8% | $2.55万 | 加仓 |
| CNC | CENTENE CORP DEL | $28.74万 | 0.22% | 4,477 | -4,391 | -49.5% | -$28.19万 | 重新持有 |
| CW | CURTISS WRIGHT CORP | $29.41万 | 0.23% | 388 | -31 | -7.4% | -$2.35万 | 减仓 |
| MS | MORGAN STANLEY | $30.76万 | 0.24% | 1,471 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $31.53万 | 0.25% | 2,253 | 210 | 10.3% | $2.94万 | 加仓 |
| XYZ | BLOCK INC | $33.84万 | 0.26% | 4,453 | -327 | -6.8% | -$2.49万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $35.20万 | 0.27% | 8,905 | -48 | -0.5% | -$1,897 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $35.56万 | 0.28% | 2,703 | -361 | -11.8% | -$4.75万 | 减仓 |
| WFC | WELLS FARGO & CO | $36.05万 | 0.28% | 4,362 | 284 | 7.0% | $2.35万 | 加仓 |
| YUM | YUM BRANDS INC | $37.66万 | 0.29% | 2,356 | -163 | -6.5% | -$2.61万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $38.74万 | 0.30% | 7,689 | -187 | -2.4% | -$9,422 | 减仓 |
| O | REALTY INCOME CORP | $38.91万 | 0.30% | 6,280 | 149 | 2.4% | $9,231 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $39.23万 | 0.31% | 1,501 | 230 | 18.1% | $6.01万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $40.09万 | 0.31% | 8,214 | 1,072 | 15.0% | $5.23万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $40.10万 | 0.31% | 8,102 | 1,059 | 15.0% | $5.24万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $40.29万 | 0.31% | 8,681 | 1,124 | 14.9% | $5.22万 | 加仓 |
| WMT | WALMART INC | $40.52万 | 0.32% | 3,578 | 828 | 30.1% | $9.38万 | 加仓 |
| LOW | LOWES COS INC | $40.61万 | 0.32% | 1,842 | 198 | 12.0% | $4.37万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $40.61万 | 0.32% | 937 | 937 | — | $40.61万 | 新建仓 |
| PAPR | INNOVATOR ETFS TRUST | $40.78万 | 0.32% | 9,663 | 1,190 | 14.0% | $5.02万 | 加仓 |
| TRI | THOMSON REUTERS CORP | $41.12万 | 0.32% | 5,035 | -797 | -13.7% | -$6.51万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $42.22万 | 0.33% | 829 | 112 | 15.6% | $5.70万 | 加仓 |
| GLW | CORNING INC | $43.74万 | 0.34% | 1,712 | 94 | 5.8% | $2.40万 | 加仓 |
| SEIC | SEI INVTS CO | $43.93万 | 0.34% | 5,008 | -346 | -6.5% | -$3.03万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $44.59万 | 0.35% | 462 | -594 | -56.2% | -$57.33万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $46.00万 | 0.36% | 17,017 | 2,848 | 20.1% | $7.70万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $46.59万 | 0.36% | 2,704 | 2,704 | — | $46.59万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $47.00万 | 0.37% | 809 | -867 | -51.7% | -$50.36万 | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $47.24万 | 0.37% | 944 | -155 | -14.1% | -$7.76万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $48.16万 | 0.38% | 1,211 | -130 | -9.7% | -$5.17万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $48.78万 | 0.38% | 973 | -28 | -2.8% | -$1.40万 | 减仓 |
| CVX | CHEVRON CORPORATION | $48.81万 | 0.38% | 2,944 | 455 | 18.3% | $7.54万 | 加仓 |
| SUI | SUN CMNTYS INC | $48.84万 | 0.38% | 4,073 | 4,073 | — | $48.84万 | 新建仓 |
| CSCO | CISCO SYS INC | $49.30万 | 0.38% | 4,198 | -7,267 | -63.4% | -$85.34万 | 减仓 |
| DE | DEERE & CO | $50.42万 | 0.39% | 795 | -25 | -3.0% | -$1.59万 | 减仓 |
| CAT | CATERPILLAR INC | $51.17万 | 0.40% | 480 | 112 | 30.4% | $11.94万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $54.61万 | 0.43% | 3,351 | -228 | -6.4% | -$3.72万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $54.99万 | 0.43% | 1,071 | -146 | -12.0% | -$7.50万 | 减仓 |
| NVS | NOVARTIS AG | $55.12万 | 0.43% | 3,517 | -51 | -1.4% | -$7,993 | 减仓 |
| PG | PROCTER & GAMBLE CO | $55.14万 | 0.43% | 3,760 | 394 | 11.7% | $5.78万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $55.32万 | 0.43% | 4,970 | 153 | 3.2% | $1.70万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $56.26万 | 0.44% | 2,512 | -124 | -4.7% | -$2.78万 | 减仓 |
| HAWX | ISHARES TR | $56.29万 | 0.44% | 12,106 | 556 | 4.8% | $2.59万 | 加仓 |
| OKE | ONEOK INC NEW | $56.54万 | 0.44% | 6,504 | -653 | -9.1% | -$5.68万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $57.80万 | 0.45% | 3,726 | 395 | 11.9% | $6.13万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $57.95万 | 0.45% | 2,060 | -168 | -7.5% | -$4.73万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $59.01万 | 0.46% | 9,707 | 173 | 1.8% | $1.05万 | 加仓 |
| QCOM | QUALCOMM INC | $59.39万 | 0.46% | 3,214 | -3,845 | -54.5% | -$71.05万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $60.01万 | 0.47% | 12,354 | -2,151 | -14.8% | -$10.45万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $60.43万 | 0.47% | 1,846 | 365 | 24.6% | $11.95万 | 加仓 |
| BN | BROOKFIELD CORP | $60.96万 | 0.47% | 14,313 | 1,866 | 15.0% | $7.95万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $62.04万 | 0.48% | 4,535 | 546 | 13.7% | $7.47万 | 加仓 |
| AMAT | APPLIED MATLS INC | $63.78万 | 0.50% | 882 | -26 | -2.9% | -$1.88万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $64.46万 | 0.50% | 3,025 | -286 | -8.6% | -$6.09万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $64.93万 | 0.51% | 26,447 | 9,824 | 59.1% | $24.12万 | 加仓 |