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 |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | $690.36万 | 6.08% | 70,509 | -270,571 | -79.3% | -$2,649.17万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $653.64万 | 5.76% | 37,479 | -103,469 | -73.4% | -$1,804.52万 | 减仓 |
| BIL | SPDR SERIES TRUST | $361.73万 | 3.19% | 39,471 | -94,293 | -70.5% | -$864.13万 | 减仓 |
| TSLA | TESLA INC | $353.16万 | 3.11% | 9,500 | -27,128 | -74.1% | -$1,008.48万 | 减仓 |
| AMZN | AMAZON COM INC | $347.02万 | 3.06% | 16,662 | -52,382 | -75.9% | -$1,090.96万 | 减仓 |
| MSFT | MICROSOFT CORP | $328.11万 | 2.89% | 8,863 | -24,861 | -73.7% | -$920.35万 | 减仓 |
| META | META PLATFORMS INC | $324.81万 | 2.86% | 5,676 | -15,212 | -72.8% | -$870.52万 | 减仓 |
| GOOGL | ALPHABET INC | $300.36万 | 2.65% | 10,444 | -27,716 | -72.6% | -$797.08万 | 减仓 |
| NFLX | NETFLIX INC. | $265.37万 | 2.34% | 27,599 | -77,821 | -73.8% | -$748.26万 | 减仓 |
| V | VISA INC | $258.21万 | 2.27% | 8,543 | -25,057 | -74.6% | -$757.35万 | 减仓 |
| GOOG | ALPHABET INC | $240.26万 | 2.12% | 8,375 | -24,577 | -74.6% | -$705.06万 | 减仓 |
| BA | BOEING CO | $208.01万 | 1.83% | 10,451 | -29,421 | -73.8% | -$585.57万 | 减仓 |
| ORCL | ORACLE CORP | $193.14万 | 1.70% | 13,127 | -42,333 | -76.3% | -$622.84万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $158.01万 | 1.39% | 31,474 | -81,542 | -72.2% | -$409.36万 | 减仓 |
| AAPL | APPLE INC | $135.34万 | 1.19% | 5,332 | -11,980 | -69.2% | -$304.09万 | 减仓 |
| SHOP | SHOPIFY INC | $129.51万 | 1.14% | 10,918 | -35,070 | -76.3% | -$416.00万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $123.15万 | 1.08% | 8,835 | -25,421 | -74.2% | -$354.34万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $118.28万 | 1.04% | 16,323 | -47,309 | -74.3% | -$342.80万 | 减仓 |
| CME | CME GROUP INC | $117.06万 | 1.03% | 3,963 | -3,173 | -44.5% | -$93.72万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $114.09万 | 1.00% | 2,555 | -7,337 | -74.2% | -$327.63万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $112.92万 | 0.99% | 4,618 | -12,006 | -72.2% | -$293.58万 | 减仓 |
| — | EXXON MOBIL CORP | $108.64万 | 0.96% | 6,403 | -19,861 | -75.6% | -$336.98万 | 减仓 |
| DIS | DISNEY WALT CO | $105.07万 | 0.93% | 10,901 | -31,135 | -74.1% | -$300.11万 | 减仓 |
| MCD | MCDONALDS CORP | $102.78万 | 0.91% | 3,306 | -9,134 | -73.4% | -$283.97万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $101.27万 | 0.89% | 30,260 | -58,684 | -66.0% | -$196.39万 | 减仓 |
| MDT | MEDTRONIC PLC | $100.71万 | 0.89% | 11,622 | -30,538 | -72.4% | -$264.62万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $97.09万 | 0.86% | 5,872 | -11,568 | -66.3% | -$191.27万 | 减仓 |
| CRM | SALESFORCE INC | $96.88万 | 0.85% | 5,189 | -11,675 | -69.2% | -$217.98万 | 减仓 |
| RTX | RTX CORPORATION | $95.89万 | 0.84% | 4,969 | -12,187 | -71.0% | -$235.17万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $94.29万 | 0.83% | 14,505 | -34,767 | -70.6% | -$226.00万 | 减仓 |
| AVGO | BROADCOM INC | $92.55万 | 0.82% | 2,989 | -7,167 | -70.6% | -$221.91万 | 减仓 |
| ADSK | AUTODESK INC | $91.44万 | 0.81% | 3,819 | -11,109 | -74.4% | -$265.98万 | 减仓 |
| QCOM | QUALCOMM INC | $90.92万 | 0.80% | 7,059 | -24,061 | -77.3% | -$309.90万 | 减仓 |
| ABBV | ABBVIE INC | $89.68万 | 0.79% | 4,122 | -12,514 | -75.2% | -$272.26万 | 减仓 |
| COP | CONOCOPHILLIPS | $89.64万 | 0.79% | 6,790 | -16,270 | -70.6% | -$214.80万 | 减仓 |
| CSCO | CISCO SYS INC | $88.96万 | 0.78% | 11,465 | -28,947 | -71.6% | -$224.62万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $88.70万 | 0.78% | 3,053 | -8,331 | -73.2% | -$242.06万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $87.30万 | 0.77% | 1,129 | -3,211 | -74.0% | -$248.29万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $86.33万 | 0.76% | 25,701 | -41,947 | -62.0% | -$140.90万 | 减仓 |
| MRK | MERCK & CO INC | $80.96万 | 0.71% | 6,730 | -31,730 | -82.5% | -$381.71万 | 减仓 |
| SBUX | STARBUCKS CORP | $75.31万 | 0.66% | 8,405 | -26,167 | -75.7% | -$234.46万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $73.09万 | 0.64% | 6,313 | -14,159 | -69.2% | -$163.94万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $72.53万 | 0.64% | 3,311 | -7,126 | -68.3% | -$156.10万 | 减仓 |
| HD | HOME DEPOT INC | $72.39万 | 0.64% | 2,200 | -6,640 | -75.1% | -$218.48万 | 减仓 |
| PEP | PEPSICO INC | $70.98万 | 0.63% | 4,570 | -9,906 | -68.4% | -$153.85万 | 减仓 |
| ENB | ENBRIDGE INC | $70.55万 | 0.62% | 13,030 | -30,750 | -70.2% | -$166.49万 | 减仓 |
| SNA | SNAP ON INC | $68.19万 | 0.60% | 1,877 | -4,141 | -68.8% | -$150.44万 | 减仓 |
| TXN | TEXAS INSTRS INC | $68.17万 | 0.60% | 3,510 | -11,106 | -76.0% | -$215.69万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $67.63万 | 0.60% | 3,331 | -8,897 | -72.8% | -$180.64万 | 减仓 |
| LLY | ELI LILLY & CO | $67.45万 | 0.59% | 733 | -2,403 | -76.6% | -$221.13万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $67.45万 | 0.59% | 21,984 | -21,984 | -50.0% | -$67.45万 | 减仓 |
| KO | COCA COLA CO | $66.84万 | 0.59% | 8,787 | -18,945 | -68.3% | -$144.11万 | 减仓 |
| CVS | CVS HEALTH CORP | $65.43万 | 0.58% | 9,109 | -19,619 | -68.3% | -$140.92万 | 减仓 |
| BAC | BANK AMERICA CORP | $64.73万 | 0.57% | 13,277 | -27,715 | -67.6% | -$135.13万 | 减仓 |
| OKE | ONEOK INC NEW | $64.70万 | 0.57% | 7,157 | -22,427 | -75.8% | -$202.74万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $63.93万 | 0.56% | 4,881 | -10,711 | -68.7% | -$140.29万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $61.82万 | 0.54% | 1,341 | -4,151 | -75.6% | -$191.36万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $61.73万 | 0.54% | 6,568 | -14,360 | -68.6% | -$134.97万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $60.84万 | 0.54% | 1,217 | -4,019 | -76.8% | -$200.93万 | 减仓 |
| WSO | WATSCO INC | $58.02万 | 0.51% | 1,594 | -3,551 | -69.0% | -$129.24万 | 减仓 |
| UNP | UNION PAC CORP | $56.70万 | 0.50% | 2,336 | -5,332 | -69.5% | -$129.42万 | 减仓 |
| NVO | NOVO-NORDISK A S | $55.90万 | 0.49% | 15,211 | -35,649 | -70.1% | -$131.01万 | 减仓 |
| NVS | NOVARTIS AG | $54.50万 | 0.48% | 3,568 | -10,488 | -74.6% | -$160.20万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $54.02万 | 0.48% | 2,228 | -8,564 | -79.4% | -$207.63万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $53.95万 | 0.48% | 9,534 | -25,582 | -72.8% | -$144.75万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $53.58万 | 0.47% | 2,636 | -8,492 | -76.3% | -$172.62万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $53.31万 | 0.47% | 9,248 | 4,228 | 84.2% | $24.37万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $52.94万 | 0.47% | 2,837 | -6,407 | -69.3% | -$119.56万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $52.66万 | 0.46% | 1,099 | -2,697 | -71.0% | -$129.24万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $52.57万 | 0.46% | 4,817 | -10,396 | -68.3% | -$113.45万 | 减仓 |
| — | THOMSON REUTERS CORP | $52.48万 | 0.46% | 5,832 | 5,832 | — | $52.48万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $52.30万 | 0.46% | 3,989 | -9,243 | -69.9% | -$121.18万 | 减仓 |
| WM | WASTE MGMT INC DEL | $51.77万 | 0.46% | 2,251 | -4,733 | -67.8% | -$108.85万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $51.54万 | 0.45% | 2,598 | -8,814 | -77.2% | -$174.85万 | 减仓 |
| CVX | CHEVRON CORPORATION | $51.52万 | 0.45% | 2,489 | -5,931 | -70.4% | -$122.77万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $51.28万 | 0.45% | 3,579 | -10,501 | -74.6% | -$150.45万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $51.19万 | 0.45% | 1,692 | -3,936 | -69.9% | -$119.07万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $50.83万 | 0.45% | 3,232 | -6,832 | -67.9% | -$107.45万 | 减仓 |
| BN | BROOKFIELD CORP | $50.38万 | 0.44% | 12,447 | -27,485 | -68.8% | -$111.24万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $49.34万 | 0.43% | 4,040 | -9,043 | -69.1% | -$110.44万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $49.24万 | 0.43% | 1,001 | -2,783 | -73.5% | -$136.90万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $48.62万 | 0.43% | 3,366 | -6,454 | -65.7% | -$93.22万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $47.73万 | 0.42% | 16,623 | -32,285 | -66.0% | -$92.69万 | 减仓 |
| HAWX | ISHARES TR | $47.23万 | 0.42% | 11,550 | -2,410 | -17.3% | -$9.86万 | 减仓 |
| DE | DEERE & CO | $46.24万 | 0.41% | 820 | -2,344 | -74.1% | -$132.17万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $43.60万 | 0.38% | 1,481 | -3,519 | -70.4% | -$103.60万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $43.38万 | 0.38% | 717 | -1,735 | -70.8% | -$104.97万 | 减仓 |
| SEIC | SEI INVTS CO | $42.02万 | 0.37% | 5,354 | -15,762 | -74.6% | -$123.70万 | 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 |
| BAR | GRANITESHARES GOLD TR | $41.30万 | 0.36% | 8,953 | -10,539 | -54.1% | -$48.62万 | 减仓 |
| YUM | YUM BRANDS INC | $39.18万 | 0.35% | 2,519 | -7,393 | -74.6% | -$114.98万 | 减仓 |
| LOW | LOWES COS INC | $38.87万 | 0.34% | 1,644 | -3,532 | -68.2% | -$83.50万 | 减仓 |
| O | REALTY INCOME CORP | $37.51万 | 0.33% | 6,131 | -13,234 | -68.3% | -$80.98万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $37.35万 | 0.33% | 14,169 | 14,169 | — | $37.35万 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $36.95万 | 0.33% | 1,271 | 1,271 | — | $36.95万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $35.96万 | 0.32% | 7,876 | -24,124 | -75.4% | -$110.13万 | 减仓 |
| WMT | WALMART INC | $34.18万 | 0.30% | 2,750 | -6,350 | -69.8% | -$78.93万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $33.72万 | 0.30% | 8,473 | -23,819 | -73.8% | -$94.80万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $32.83万 | 0.29% | 7,142 | -20,286 | -74.0% | -$93.25万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $32.58万 | 0.29% | 7,557 | -21,351 | -73.9% | -$92.04万 | 减仓 |