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 |
|---|---|---|---|---|---|---|---|---|
| PJAN | INNOVATOR ETFS TRUST | $32.49万 | 0.29% | 7,043 | -20,069 | -74.0% | -$92.58万 | 减仓 |
| WFC | WELLS FARGO & CO | $32.47万 | 0.29% | 4,078 | -22,434 | -84.6% | -$178.64万 | 减仓 |
| AMAT | APPLIED MATLS INC | $31.07万 | 0.27% | 908 | -2,000 | -68.8% | -$68.44万 | 减仓 |
| GLD | SPDR GOLD TR | $30.77万 | 0.27% | 715 | -1,463 | -67.2% | -$62.95万 | 减仓 |
| NOW | SERVICENOW INC | $29.52万 | 0.26% | 2,824 | -6,796 | -70.6% | -$71.05万 | 减仓 |
| XYZ | BLOCK INC | $28.77万 | 0.25% | 4,780 | -13,284 | -73.5% | -$79.94万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $28.54万 | 0.25% | 419 | -877 | -67.7% | -$59.74万 | 减仓 |
| MKC | MCCORMICK & CO INC | $28.29万 | 0.25% | 5,609 | -13,141 | -70.1% | -$66.28万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $28.03万 | 0.25% | 1,868 | -1,477 | -44.2% | -$22.16万 | 减仓 |
| WMB | WILLIAMS COS INC | $27.34万 | 0.24% | 3,756 | -9,040 | -70.6% | -$65.81万 | 减仓 |
| EPAM | EPAM SYS INC | $26.54万 | 0.23% | 1,960 | -992 | -33.6% | -$13.43万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $26.20万 | 0.23% | 1,518 | -3,142 | -67.4% | -$54.23万 | 减仓 |
| CAT | CATERPILLAR INC | $26.10万 | 0.23% | 368 | -616 | -62.6% | -$43.70万 | 减仓 |
| SHYG | ISHARES TR | $25.93万 | 0.23% | 6,128 | -18,448 | -75.1% | -$78.06万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $25.63万 | 0.23% | 6,891 | 749 | 12.2% | $2.79万 | 加仓 |
| IDXX | IDEXX LABS INC | $25.06万 | 0.22% | 446 | -1,418 | -76.1% | -$79.68万 | 减仓 |
| NKE | NIKE INC | $24.58万 | 0.22% | 4,653 | -12,771 | -73.3% | -$67.47万 | 减仓 |
| MS | MORGAN STANLEY | $24.22万 | 0.21% | 1,471 | -3,101 | -67.8% | -$51.07万 | 减仓 |
| ILMN | ILLUMINA INC | $23.72万 | 0.21% | 1,924 | -8,452 | -81.5% | -$104.18万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $23.21万 | 0.20% | 3,948 | -12,892 | -76.6% | -$75.79万 | 减仓 |
| C | CITIGROUP INC | $23.17万 | 0.20% | 2,043 | -4,397 | -68.3% | -$49.87万 | 减仓 |
| PCG | PG&E CORP | $22.61万 | 0.20% | 12,866 | -18,133 | -58.5% | -$31.86万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $22.57万 | 0.20% | 3,721 | -6,203 | -62.5% | -$37.63万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $22.08万 | 0.19% | 1,017 | -2,631 | -72.1% | -$57.11万 | 减仓 |
| GLW | CORNING INC | $22.00万 | 0.19% | 1,618 | -5,074 | -75.8% | -$69.00万 | 减仓 |
| MSCI | MSCI INC | $21.43万 | 0.19% | 397 | -1,187 | -74.9% | -$64.06万 | 减仓 |
| GOVT | ISHARES TR | $21.35万 | 0.19% | 9,320 | -28,352 | -75.3% | -$64.96万 | 减仓 |
| QQQ | INVESCO QQQ TR | $21.07万 | 0.19% | 365 | -556 | -60.4% | -$32.09万 | 减仓 |
| AES | AES CORP | $20.93万 | 0.18% | 14,853 | -19,863 | -57.2% | -$27.99万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $20.85万 | 0.18% | 512 | -892 | -63.5% | -$36.33万 | 减仓 |
| CI | THE CIGNA GROUP | $20.80万 | 0.18% | 779 | -1,641 | -67.8% | -$43.82万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $20.46万 | 0.18% | 9,139 | -27,713 | -75.2% | -$62.05万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $20.41万 | 0.18% | 6,117 | -12,139 | -66.5% | -$40.51万 | 减仓 |
| 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 |