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 |
|---|---|---|---|---|---|---|---|---|
| VIK | VIKING HOLDINGS LTD | $0 | 0.00% | 0 | -4,317 | -100.0% | -$30.83万 | 清仓 |
| PJT | PJT PARTNERS INC | $0 | 0.00% | 0 | -1,830 | -100.0% | -$30.61万 | 清仓 |
| RMBS | RAMBUS INC DEL | $0 | 0.00% | 0 | -3,312 | -100.0% | -$30.43万 | 清仓 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | -8,013 | -100.0% | -$29.96万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -1,482 | -100.0% | -$29.79万 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -4,314 | -100.0% | -$29.01万 | 清仓 |
| GRMN | GARMIN LTD | $0 | 0.00% | 0 | -1,416 | -100.0% | -$28.74万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -10,284 | -100.0% | -$28.27万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -2,120 | -100.0% | -$28.16万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -52 | -100.0% | -$27.86万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -1,740 | -100.0% | -$27.74万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -836 | -100.0% | -$27.63万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,924 | -100.0% | -$27.38万 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -1,650 | -100.0% | -$27.04万 | 清仓 |
| APG | API GROUP CORP | $0 | 0.00% | 0 | -6,960 | -100.0% | -$26.63万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -1,623 | -100.0% | -$26.39万 | 清仓 |
| BOOT | BOOT BARN HLDGS INC | $0 | 0.00% | 0 | -1,491 | -100.0% | -$26.31万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -384 | -100.0% | -$25.87万 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE INC | $0 | 0.00% | 0 | -1,593 | -100.0% | -$25.62万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -2,991 | -100.0% | -$25.53万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -630 | -100.0% | -$25.05万 | 清仓 |
| AEIS | ADVANCED ENERGY INDS | $0 | 0.00% | 0 | -1,191 | -100.0% | -$24.94万 | 清仓 |
| P | PURE STORAGE INC | $0 | 0.00% | 0 | -3,699 | -100.0% | -$24.79万 | 清仓 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | -1,413 | -100.0% | -$24.64万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -546 | -100.0% | -$24.35万 | 清仓 |
| EHC | ENCOMPASS HEALTH CORP | $0 | 0.00% | 0 | -2,292 | -100.0% | -$24.33万 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | -2,358 | -100.0% | -$24.15万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -1,755 | -100.0% | -$23.87万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -456 | -100.0% | -$23.86万 | 清仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,772 | -100.0% | -$23.83万 | 清仓 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | -735 | -100.0% | -$23.78万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -2,787 | -100.0% | -$23.76万 | 清仓 |
| 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 |