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 |
|---|---|---|---|---|---|---|---|---|
| UFPT | UFP TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,053 | -100.0% | -$23.38万 | 清仓 |
| NVMI | NOVA LTD | $0 | 0.00% | 0 | -702 | -100.0% | -$23.05万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -1,851 | -100.0% | -$22.98万 | 清仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,468 | -100.0% | -$22.85万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -543 | -100.0% | -$22.79万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,808 | -100.0% | -$22.54万 | 清仓 |
| SPYD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,176 | -100.0% | -$22.39万 | 清仓 |
| CAVA | CAVA GROUP INC | $0 | 0.00% | 0 | -3,786 | -100.0% | -$22.22万 | 清仓 |
| XHLF | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -4,308 | -100.0% | -$21.64万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -2,152 | -100.0% | -$21.47万 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -4,851 | -100.0% | -$21.02万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -8,019 | -100.0% | -$20.76万 | 清仓 |
| CVLT | COMMVAULT SYS INC | $0 | 0.00% | 0 | -1,650 | -100.0% | -$20.68万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -1,503 | -100.0% | -$20.58万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -1,428 | -100.0% | -$20.55万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -120 | -100.0% | -$20.29万 | 清仓 |
| MOG/A | MOOG INC | $0 | 0.00% | 0 | -831 | -100.0% | -$20.25万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP | $0 | 0.00% | 0 | -700 | -100.0% | -$20.22万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $20.41万 | 0.18% | 6,117 | -12,139 | -66.5% | -$40.51万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $20.46万 | 0.18% | 9,139 | -27,713 | -75.2% | -$62.05万 | 减仓 |
| CI | THE CIGNA GROUP | $20.80万 | 0.18% | 779 | -1,641 | -67.8% | -$43.82万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $20.85万 | 0.18% | 512 | -892 | -63.5% | -$36.33万 | 减仓 |
| AES | AES CORP | $20.93万 | 0.18% | 14,853 | -19,863 | -57.2% | -$27.99万 | 减仓 |
| QQQ | INVESCO QQQ TR | $21.07万 | 0.19% | 365 | -556 | -60.4% | -$32.09万 | 减仓 |
| GOVT | ISHARES TR | $21.35万 | 0.19% | 9,320 | -28,352 | -75.3% | -$64.96万 | 减仓 |
| MSCI | MSCI INC | $21.43万 | 0.19% | 397 | -1,187 | -74.9% | -$64.06万 | 减仓 |
| GLW | CORNING INC | $22.00万 | 0.19% | 1,618 | -5,074 | -75.8% | -$69.00万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $22.08万 | 0.19% | 1,017 | -2,631 | -72.1% | -$57.11万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $22.57万 | 0.20% | 3,721 | -6,203 | -62.5% | -$37.63万 | 减仓 |
| PCG | PG&E CORP | $22.61万 | 0.20% | 12,866 | -18,133 | -58.5% | -$31.86万 | 减仓 |
| C | CITIGROUP INC | $23.17万 | 0.20% | 2,043 | -4,397 | -68.3% | -$49.87万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $23.21万 | 0.20% | 3,948 | -12,892 | -76.6% | -$75.79万 | 减仓 |
| ILMN | ILLUMINA INC | $23.72万 | 0.21% | 1,924 | -8,452 | -81.5% | -$104.18万 | 减仓 |
| MS | MORGAN STANLEY | $24.22万 | 0.21% | 1,471 | -3,101 | -67.8% | -$51.07万 | 减仓 |
| NKE | NIKE INC | $24.58万 | 0.22% | 4,653 | -12,771 | -73.3% | -$67.47万 | 减仓 |
| IDXX | IDEXX LABS INC | $25.06万 | 0.22% | 446 | -1,418 | -76.1% | -$79.68万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $25.63万 | 0.23% | 6,891 | 749 | 12.2% | $2.79万 | 加仓 |
| SHYG | ISHARES TR | $25.93万 | 0.23% | 6,128 | -18,448 | -75.1% | -$78.06万 | 减仓 |
| CAT | CATERPILLAR INC | $26.10万 | 0.23% | 368 | -616 | -62.6% | -$43.70万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $26.20万 | 0.23% | 1,518 | -3,142 | -67.4% | -$54.23万 | 减仓 |
| EPAM | EPAM SYS INC | $26.54万 | 0.23% | 1,960 | -992 | -33.6% | -$13.43万 | 减仓 |
| WMB | WILLIAMS COS INC | $27.34万 | 0.24% | 3,756 | -9,040 | -70.6% | -$65.81万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $28.03万 | 0.25% | 1,868 | -1,477 | -44.2% | -$22.16万 | 减仓 |
| MKC | MCCORMICK & CO INC | $28.29万 | 0.25% | 5,609 | -13,141 | -70.1% | -$66.28万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $28.54万 | 0.25% | 419 | -877 | -67.7% | -$59.74万 | 减仓 |
| XYZ | BLOCK INC | $28.77万 | 0.25% | 4,780 | -13,284 | -73.5% | -$79.94万 | 减仓 |
| NOW | SERVICENOW INC | $29.52万 | 0.26% | 2,824 | -6,796 | -70.6% | -$71.05万 | 减仓 |
| GLD | SPDR GOLD TR | $30.77万 | 0.27% | 715 | -1,463 | -67.2% | -$62.95万 | 减仓 |
| AMAT | APPLIED MATLS INC | $31.07万 | 0.27% | 908 | -2,000 | -68.8% | -$68.44万 | 减仓 |
| WFC | WELLS FARGO & CO | $32.47万 | 0.29% | 4,078 | -22,434 | -84.6% | -$178.64万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $32.49万 | 0.29% | 7,043 | -20,069 | -74.0% | -$92.58万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $32.58万 | 0.29% | 7,557 | -21,351 | -73.9% | -$92.04万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $32.83万 | 0.29% | 7,142 | -20,286 | -74.0% | -$93.25万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $33.72万 | 0.30% | 8,473 | -23,819 | -73.8% | -$94.80万 | 减仓 |
| WMT | WALMART INC | $34.18万 | 0.30% | 2,750 | -6,350 | -69.8% | -$78.93万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $35.96万 | 0.32% | 7,876 | -24,124 | -75.4% | -$110.13万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $36.95万 | 0.33% | 1,271 | 1,271 | — | $36.95万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $37.35万 | 0.33% | 14,169 | 14,169 | — | $37.35万 | 新建仓 |
| O | REALTY INCOME CORP | $37.51万 | 0.33% | 6,131 | -13,234 | -68.3% | -$80.98万 | 减仓 |
| LOW | LOWES COS INC | $38.87万 | 0.34% | 1,644 | -3,532 | -68.2% | -$83.50万 | 减仓 |
| YUM | YUM BRANDS INC | $39.18万 | 0.35% | 2,519 | -7,393 | -74.6% | -$114.98万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $41.30万 | 0.36% | 8,953 | -10,539 | -54.1% | -$48.62万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $41.71万 | 0.37% | 3,064 | -7,211 | -70.2% | -$98.17万 | 减仓 |
| SEIC | SEI INVTS CO | $42.02万 | 0.37% | 5,354 | -15,762 | -74.6% | -$123.70万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $43.38万 | 0.38% | 717 | -1,735 | -70.8% | -$104.97万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $43.60万 | 0.38% | 1,481 | -3,519 | -70.4% | -$103.60万 | 减仓 |
| DE | DEERE & CO | $46.24万 | 0.41% | 820 | -2,344 | -74.1% | -$132.17万 | 减仓 |
| HAWX | ISHARES TR | $47.23万 | 0.42% | 11,550 | -2,410 | -17.3% | -$9.86万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $47.73万 | 0.42% | 16,623 | -32,285 | -66.0% | -$92.69万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $48.62万 | 0.43% | 3,366 | -6,454 | -65.7% | -$93.22万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $49.24万 | 0.43% | 1,001 | -2,783 | -73.5% | -$136.90万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $49.34万 | 0.43% | 4,040 | -9,043 | -69.1% | -$110.44万 | 减仓 |
| BN | BROOKFIELD CORP | $50.38万 | 0.44% | 12,447 | -27,485 | -68.8% | -$111.24万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $50.83万 | 0.45% | 3,232 | -6,832 | -67.9% | -$107.45万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $51.19万 | 0.45% | 1,692 | -3,936 | -69.9% | -$119.07万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $51.28万 | 0.45% | 3,579 | -10,501 | -74.6% | -$150.45万 | 减仓 |
| CVX | CHEVRON CORPORATION | $51.52万 | 0.45% | 2,489 | -5,931 | -70.4% | -$122.77万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $51.54万 | 0.45% | 2,598 | -8,814 | -77.2% | -$174.85万 | 减仓 |
| WM | WASTE MGMT INC DEL | $51.77万 | 0.46% | 2,251 | -4,733 | -67.8% | -$108.85万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $52.30万 | 0.46% | 3,989 | -9,243 | -69.9% | -$121.18万 | 减仓 |
| — | THOMSON REUTERS CORP | $52.48万 | 0.46% | 5,832 | 5,832 | — | $52.48万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $52.57万 | 0.46% | 4,817 | -10,396 | -68.3% | -$113.45万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $52.66万 | 0.46% | 1,099 | -2,697 | -71.0% | -$129.24万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $52.94万 | 0.47% | 2,837 | -6,407 | -69.3% | -$119.56万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $53.31万 | 0.47% | 9,248 | 4,228 | 84.2% | $24.37万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $53.58万 | 0.47% | 2,636 | -8,492 | -76.3% | -$172.62万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $53.95万 | 0.48% | 9,534 | -25,582 | -72.8% | -$144.75万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $54.02万 | 0.48% | 2,228 | -8,564 | -79.4% | -$207.63万 | 减仓 |
| NVS | NOVARTIS AG | $54.50万 | 0.48% | 3,568 | -10,488 | -74.6% | -$160.20万 | 减仓 |
| NVO | NOVO-NORDISK A S | $55.90万 | 0.49% | 15,211 | -35,649 | -70.1% | -$131.01万 | 减仓 |
| UNP | UNION PAC CORP | $56.70万 | 0.50% | 2,336 | -5,332 | -69.5% | -$129.42万 | 减仓 |
| WSO | WATSCO INC | $58.02万 | 0.51% | 1,594 | -3,551 | -69.0% | -$129.24万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $60.84万 | 0.54% | 1,217 | -4,019 | -76.8% | -$200.93万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $61.73万 | 0.54% | 6,568 | -14,360 | -68.6% | -$134.97万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $61.82万 | 0.54% | 1,341 | -4,151 | -75.6% | -$191.36万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $63.93万 | 0.56% | 4,881 | -10,711 | -68.7% | -$140.29万 | 减仓 |
| OKE | ONEOK INC NEW | $64.70万 | 0.57% | 7,157 | -22,427 | -75.8% | -$202.74万 | 减仓 |
| BAC | BANK AMERICA CORP | $64.73万 | 0.57% | 13,277 | -27,715 | -67.6% | -$135.13万 | 减仓 |
| CVS | CVS HEALTH CORP | $65.43万 | 0.58% | 9,109 | -19,619 | -68.3% | -$140.92万 | 减仓 |
| KO | COCA COLA CO | $66.84万 | 0.59% | 8,787 | -18,945 | -68.3% | -$144.11万 | 减仓 |