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 |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | $65.35万 | 0.51% | 1,932 | 240 | 14.2% | $8.12万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $67.16万 | 0.52% | 1,077 | -52 | -4.6% | -$3.24万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $67.92万 | 0.53% | 5,817 | -496 | -7.9% | -$5.79万 | 减仓 |
| WSO | WATSCO INC | $68.48万 | 0.53% | 1,643 | 49 | 3.1% | $2.04万 | 加仓 |
| ADSK | AUTODESK INC | $69.09万 | 0.54% | 3,554 | -265 | -6.9% | -$5.15万 | 减仓 |
| NVO | NOVO-NORDISK A S | $69.15万 | 0.54% | 14,424 | -787 | -5.2% | -$3.77万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $69.51万 | 0.54% | 7,533 | 965 | 14.7% | $8.90万 | 加仓 |
| SNA | SNAP ON INC | $69.81万 | 0.54% | 1,735 | -142 | -7.6% | -$5.71万 | 减仓 |
| UNP | UNION PAC CORP | $69.85万 | 0.54% | 2,568 | 232 | 9.9% | $6.31万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $70.03万 | 0.55% | 4,628 | 1,396 | 43.2% | $21.12万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $70.73万 | 0.55% | 5,587 | 706 | 14.5% | $8.94万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $70.91万 | 0.55% | 22,362 | 378 | 1.7% | $1.20万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $71.45万 | 0.56% | 619 | 619 | — | $71.45万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $71.49万 | 0.56% | 3,208 | 957 | 42.5% | $21.33万 | 加仓 |
| PEP | PEPSICO INC | $71.70万 | 0.56% | 5,296 | 726 | 15.9% | $9.83万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $72.18万 | 0.56% | 3,227 | 390 | 13.7% | $8.72万 | 加仓 |
| HD | HOME DEPOT INC | $73.74万 | 0.57% | 2,091 | -109 | -5.0% | -$3.84万 | 减仓 |
| SBUX | STARBUCKS CORP | $78.29万 | 0.61% | 7,661 | -744 | -8.9% | -$7.60万 | 减仓 |
| ENB | ENBRIDGE INC | $78.69万 | 0.61% | 14,516 | 1,486 | 11.4% | $8.06万 | 加仓 |
| COP | CONOCOPHILLIPS | $79.54万 | 0.62% | 7,651 | 861 | 12.7% | $8.95万 | 加仓 |
| KO | COCA COLA CO | $82.19万 | 0.64% | 10,113 | 1,326 | 15.1% | $10.78万 | 加仓 |
| — | EXXON MOBIL CORP | $83.35万 | 0.65% | 6,096 | -307 | -4.8% | -$4.20万 | 减仓 |
| TXN | TEXAS INSTRS INC | $83.38万 | 0.65% | 2,797 | -713 | -20.3% | -$21.26万 | 减仓 |
| LLY | ELI LILLY & CO | $84.00万 | 0.65% | 700 | -33 | -4.5% | -$3.96万 | 减仓 |
| CRM | SALESFORCE INC | $86.17万 | 0.67% | 5,500 | 311 | 6.0% | $4.87万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $86.19万 | 0.67% | 14,901 | 5,653 | 61.1% | $32.70万 | 加仓 |
| BAC | BANK OF AMER CORP | $88.94万 | 0.69% | 15,609 | 2,332 | 17.6% | $13.29万 | 加仓 |
| MCD | MCDONALDS CORP | $90.12万 | 0.70% | 3,334 | 28 | 0.8% | $7,569 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $91.36万 | 0.71% | 3,116 | 63 | 2.1% | $1.85万 | 加仓 |
| CVS | CVS HEALTH CORP | $95.84万 | 0.75% | 9,264 | 155 | 1.7% | $1.60万 | 加仓 |
| MRK | MERCK & CO INC | $97.21万 | 0.76% | 7,565 | 835 | 12.4% | $10.73万 | 加仓 |
| CME | CME GROUP INC | $97.91万 | 0.76% | 4,434 | 471 | 11.9% | $10.40万 | 加仓 |
| DIS | DISNEY WALT CO | $99.12万 | 0.77% | 10,298 | -603 | -5.5% | -$5.80万 | 减仓 |
| ABBV | ABBVIE INC | $100.97万 | 0.79% | 4,013 | -109 | -2.6% | -$2.74万 | 减仓 |
| MDT | MEDTRONIC PLC | $103.49万 | 0.81% | 13,230 | 1,608 | 13.8% | $12.58万 | 加仓 |
| RTX | RTX CORPORATION | $105.41万 | 0.82% | 5,556 | 587 | 11.8% | $11.14万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $106.18万 | 0.83% | 29,609 | 3,908 | 15.2% | $14.01万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $108.23万 | 0.84% | 31,581 | 1,321 | 4.4% | $4.53万 | 加仓 |
| SHOP | SHOPIFY INC | $111.04万 | 0.87% | 9,725 | -1,193 | -10.9% | -$13.62万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $113.36万 | 0.88% | 8,972 | 137 | 1.6% | $1.73万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $116.87万 | 0.91% | 6,460 | 588 | 10.0% | $10.64万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $119.81万 | 0.93% | 2,412 | -143 | -5.6% | -$7.10万 | 减仓 |
| AVGO | BROADCOM INC | $127.25万 | 0.99% | 3,369 | 380 | 12.7% | $14.35万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $133.63万 | 1.04% | 31,560 | 86 | 0.3% | $3,641 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $135.19万 | 1.05% | 5,324 | 706 | 15.3% | $17.93万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $146.68万 | 1.14% | 15,260 | -1,063 | -6.5% | -$10.22万 | 减仓 |
| ORCL | ORACLE CORP | $169.88万 | 1.32% | 11,591 | -1,536 | -11.7% | -$22.51万 | 减仓 |
| NFLX | NETFLIX INC. | $187.19万 | 1.46% | 26,217 | -1,382 | -5.0% | -$9.87万 | 减仓 |
| AAPL | APPLE INC | $196.26万 | 1.53% | 6,782 | 1,450 | 27.2% | $41.96万 | 加仓 |
| BA | BOEING CO | $216.32万 | 1.69% | 9,993 | -458 | -4.4% | -$9.91万 | 减仓 |
| V | VISA INC | $266.67万 | 2.08% | 7,773 | -770 | -9.0% | -$26.42万 | 减仓 |
| GOOG | ALPHABET INC | $283.48万 | 2.21% | 8,023 | -352 | -4.2% | -$12.44万 | 减仓 |
| META | META PLATFORMS INC | $298.53万 | 2.33% | 5,300 | -376 | -6.6% | -$21.18万 | 减仓 |
| MSFT | MICROSOFT CORP | $364.82万 | 2.84% | 9,780 | 917 | 10.3% | $34.21万 | 加仓 |
| BIL | SPDR SERIES TRUST | $380.84万 | 2.97% | 41,559 | 2,088 | 5.3% | $19.13万 | 加仓 |
| GOOGL | ALPHABET INC | $385.70万 | 3.01% | 10,792 | 348 | 3.3% | $12.44万 | 加仓 |
| TSLA | TESLA INC | $388.76万 | 3.03% | 9,243 | -257 | -2.7% | -$10.81万 | 减仓 |
| AMZN | AMAZON COM INC | $406.66万 | 3.17% | 17,062 | 400 | 2.4% | $9.53万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $762.16万 | 5.94% | 38,091 | 612 | 1.6% | $12.25万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $885.64万 | 6.90% | 74,429 | 3,920 | 5.6% | $46.64万 | 加仓 |