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 |
|---|---|---|---|---|---|---|---|---|
| PJAN | INNOVATOR ETFS TRUST | $40.10万 | 0.31% | 8,102 | 1,059 | 15.0% | $5.24万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $40.09万 | 0.31% | 8,214 | 1,072 | 15.0% | $5.23万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $39.23万 | 0.31% | 1,501 | 230 | 18.1% | $6.01万 | 加仓 |
| O | REALTY INCOME CORP | $38.91万 | 0.30% | 6,280 | 149 | 2.4% | $9,231 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $38.74万 | 0.30% | 7,689 | -187 | -2.4% | -$9,422 | 减仓 |
| YUM | YUM BRANDS INC | $37.66万 | 0.29% | 2,356 | -163 | -6.5% | -$2.61万 | 减仓 |
| WFC | WELLS FARGO & CO | $36.05万 | 0.28% | 4,362 | 284 | 7.0% | $2.35万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $35.56万 | 0.28% | 2,703 | -361 | -11.8% | -$4.75万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $35.20万 | 0.27% | 8,905 | -48 | -0.5% | -$1,897 | 减仓 |
| XYZ | BLOCK INC | $33.84万 | 0.26% | 4,453 | -327 | -6.8% | -$2.49万 | 减仓 |
| C | CITIGROUP INC | $31.53万 | 0.25% | 2,253 | 210 | 10.3% | $2.94万 | 加仓 |
| MS | MORGAN STANLEY | $30.76万 | 0.24% | 1,471 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $29.41万 | 0.23% | 388 | -31 | -7.4% | -$2.35万 | 减仓 |
| CNC | CENTENE CORP DEL | $28.74万 | 0.22% | 4,477 | -4,391 | -49.5% | -$28.19万 | 重新持有 |
| STZ | CONSTELLATION BRANDS INC | $28.53万 | 0.22% | 2,051 | 183 | 9.8% | $2.55万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $27.87万 | 0.22% | 332 | -180 | -35.2% | -$15.11万 | 减仓 |
| WMB | WILLIAMS COS INC | $27.74万 | 0.22% | 3,732 | -24 | -0.6% | -$1,784 | 减仓 |
| QQQ | INVESCO QQQ TR | $27.32万 | 0.21% | 371 | 6 | 1.6% | $4,418 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $26.92万 | 0.21% | 5,236 | -6,995 | -57.2% | -$35.97万 | 重新持有 |
| FCX | FREEPORT MCMORAN INC | $26.84万 | 0.21% | 4,267 | 319 | 8.1% | $2.01万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $26.58万 | 0.21% | 1,625 | 107 | 7.0% | $1.75万 | 加仓 |
| GLD | SPDR GOLD TR | $26.23万 | 0.20% | 712 | -3 | -0.4% | -$1,105 | 减仓 |
| FTI | TECHNIPFMC PLC | $26.16万 | 0.20% | 3,946 | -6,266 | -61.4% | -$41.54万 | 重新持有 |
| PCG | PG&E CORP | $26.08万 | 0.20% | 15,507 | 2,641 | 20.5% | $4.44万 | 加仓 |
| APH | AMPHENOL CORP | $25.73万 | 0.20% | 1,459 | -2,105 | -59.1% | -$37.12万 | 重新持有 |
| INTC | INTEL CORP | $25.43万 | 0.20% | 1,821 | 1,821 | — | $25.43万 | 新建仓 |
| NVT | NVENT ELEC PLC | $25.36万 | 0.20% | 1,495 | -2,819 | -65.3% | -$47.81万 | 重新持有 |
| CI | THE CIGNA GROUP | $24.88万 | 0.19% | 903 | 124 | 15.9% | $3.42万 | 加仓 |
| MKC | MCCORMICK & CO INC | $24.88万 | 0.19% | 4,935 | -674 | -12.0% | -$3.40万 | 减仓 |
| GE | GE AEROSPACE | $24.83万 | 0.19% | 664 | -400 | -37.6% | -$14.96万 | 重新持有 |
| SNDK | SANDISK CORP | $24.78万 | 0.19% | 109 | 109 | — | $24.78万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $24.30万 | 0.19% | 6,921 | 804 | 13.1% | $2.82万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $24.01万 | 0.19% | 5,840 | -9,528 | -62.0% | -$39.17万 | 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 |
| UJAN | INNOVATOR ETFS TRUST | $23.94万 | 0.19% | 5,280 | -8,620 | -62.0% | -$39.08万 | 重新持有 |
| BMY | BRISTOL-MYERS SQUIBB CO | $23.90万 | 0.19% | 4,148 | 427 | 11.5% | $2.46万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $23.76万 | 0.19% | 1,033 | 16 | 1.6% | $3,681 | 加仓 |
| TER | TERADYNE INC | $23.76万 | 0.19% | 491 | 491 | — | $23.76万 | 新建仓 |
| SHYG | ISHARES TR | $23.53万 | 0.18% | 5,547 | -581 | -9.5% | -$2.46万 | 减仓 |
| CSX | CSX CORP | $23.47万 | 0.18% | 4,938 | -6,766 | -57.8% | -$32.16万 | 重新持有 |
| EPAM | EPAM SYS INC | $22.61万 | 0.18% | 2,850 | 890 | 45.4% | $7.06万 | 加仓 |
| B | BARRICK MNG CORP | $22.39万 | 0.17% | 6,097 | -3,623 | -37.3% | -$13.31万 | 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 |
| ASML | ASML HLDG NV | $22.08万 | 0.17% | 111 | -297 | -72.8% | -$59.09万 | 重新持有 |
| IDXX | IDEXX LABS INC | $21.95万 | 0.17% | 417 | -29 | -6.5% | -$1.53万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $21.72万 | 0.17% | 232 | -248 | -51.7% | -$23.22万 | 重新持有 |
| SPMB | SPDR SERIES TRUST | $21.48万 | 0.17% | 9,626 | 487 | 5.3% | $1.09万 | 加仓 |
| TPR | TAPESTRY INC | $21.47万 | 0.17% | 1,467 | -1,488 | -50.4% | -$21.77万 | 重新持有 |
| ILMN | ILLUMINA INC | $21.31万 | 0.17% | 1,212 | -712 | -37.0% | -$12.52万 | 减仓 |
| GOVT | ISHARES TR | $21.19万 | 0.17% | 9,300 | -20 | -0.2% | -$456 | 减仓 |
| FIX | COMFORT SYS USA INC | $21.01万 | 0.16% | 106 | -311 | -74.6% | -$61.66万 | 重新持有 |
| NOW | SERVICENOW INC | $20.58万 | 0.16% | 2,073 | -751 | -26.6% | -$7.46万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $20.36万 | 0.16% | 2,731 | -1,958 | -41.8% | -$14.60万 | 重新持有 |
| SLYG | SPDR SERIES TRUST | $20.22万 | 0.16% | 1,697 | -5,703 | -77.1% | -$67.94万 | 重新持有 |
| 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 |