JR

Journey Retirement Planning & Investment Management LLC

分散型投资策略高频交易型逆势操作型

申报总市值

US$1.1亿

申报季度: 2026-03-31 · 持股只数: 265

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC在最新一期 13F 报告中披露了 265 项持股，申报期为 2026-03-31，总持股市值约为 US$1.1亿，季度换手率为 125.4%。

机构性格雪花图

集中度
7.31
持仓稳定性
100
动能／逆势
0
行业集中度
50.44
多样化
100
仓位均衡度
87.99

近期动向

  • 减仓 SPYG

    -79.3%　-US$2949.0万

  • 加仓 BIL

    -70.5%　-US$860.6万

  • 减仓 ORCL

    -76.3%　-US$887.9万

  • 减仓 MSFT

    -73.7%　-US$1302.8万

  • 加仓 VZ

    -72.2%　-US$302.3万

  • 减仓 SHOP

    -76.3%　-US$610.8万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 133 大持股（共 265 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1SPYGSs Spdr P S&p 500 Growth ETFETF-大型股与成长6.08%-1.39%-79.33%
2NVDANvidia CORP股票-科技5.76%+0.36%-73.41%
3BILSs Spdr Bb 1-3m T-bill ETFETF-政府公债3.19%+0.68%-70.49%
4TSLATesla INC股票-周期性消费3.11%-0.27%-74.06%
5AMZNAmazon.com INC股票-周期性消费3.06%-0.21%-75.87%
6MSFTMicrosoft CORP股票-科技2.89%-0.46%-73.72%
7METAMeta Platforms Inc-class A股票-通信服务2.86%+0.03%-72.83%
8GOOGLAlphabet Inc-cl A股票-通信服务2.65%+0.20%-72.63%
9NFLXNetflix INC股票-通信服务2.34%+0.31%-73.82%
10VVisa Inc-class A Shares股票-金融2.27%-0.15%-74.57%
11GOOGAlphabet Inc-cl C股票-通信服务2.12%—-74.58%
12BABoeing Co/the股票-工业1.83%+0.05%-73.79%
13ORCLOracle CORP股票-科技1.70%-0.52%-76.33%
14VZVerizon Communications INC股票-通信服务1.39%+0.45%-72.15%
15AAPLApple INC股票-科技1.19%+0.22%-69.20%
16SHOPShopify INC - Class A股票-科技1.14%-0.38%-76.26%
17GILDGilead Sciences INC股票-医疗保健1.08%+0.22%-74.21%
18MNSTMonster Beverage CORP股票-非周期性消费1.04%+0.04%-74.35%
19CMECme Group INC股票-金融1.03%—-44.46%
20VRTXVertex Pharmaceuticals INC股票-医疗保健1.00%+0.08%-74.17%
21JNJJohnson & Johnson股票-医疗保健0.99%+0.28%-72.22%
22XOMExxon Mobil CORP股票-能源0.96%+0.31%-75.62%
23DISWalt Disney Co/the股票-通信服务0.93%-0.05%-74.07%
24MCDMcdonald's CORP股票-周期性消费0.91%+0.13%-73.42%
25BALTInn Defined Wealth ShieldETF-其他0.89%+0.28%-65.98%
26MDTMedtronic plc股票-医疗保健0.89%+0.06%-72.43%
27PMPhilip Morris International股票-非周期性消费0.86%+0.29%-66.33%
28CRMSalesforce INC股票-科技0.85%-0.07%-69.23%
29RTXRtx CORP股票-工业0.84%+0.19%-71.04%
30OXYOccidental Petroleum CORP股票-能源0.83%—-70.56%
31AVGOBroadcom INC股票-科技0.82%+0.10%-70.57%
32ADSKAutodesk INC股票-科技0.81%-0.10%-74.42%
33QCOMQualcomm INC股票-科技0.80%-0.29%-77.32%
34ABBVAbbvie INC股票-医疗保健0.79%+0.01%-75.22%
35COPConocophillips股票-能源0.79%—-70.56%
36CSCOCisco Systems INC股票-科技0.78%+0.14%-71.63%
37APDAir Products & Chemicals INC股票-原材料0.78%+0.20%-73.18%
38REGNRegeneron Pharmaceuticals股票-医疗保健0.77%+0.08%-73.99%
39EALTInnovator US Eqty 5to15 BuffETF-其他0.76%—-62.01%
40MRKMerck & Co. INC.股票-医疗保健0.71%-0.12%-82.50%
41SBUXStarbucks CORP股票-周期性消费0.66%+0.06%-75.69%
42WECWec Energy Group INC股票-公用事业0.64%—-69.16%
43RSGRepublic Services INC股票-工业0.64%—-68.28%
44HDHome Depot INC股票-周期性消费0.64%+0.02%-75.11%
45PEPPepsico INC股票-非周期性消费0.63%—-68.43%
46ENBEnbridge INC股票-能源0.62%—-70.24%
47SNASnap-on INC股票-工业0.60%—-68.81%
48TXNTexas Instruments INC股票-科技0.60%+0.08%-75.99%
49AEMAgnico Eagle Mines LTD股票-原材料0.60%—-72.76%
50LLYEli Lilly & Co股票-医疗保健0.59%-0.10%-76.63%
1–50 of 133

本季持股变动

Journey Retirement Planning & Investment Management LLC 在 2026-03-31 最显著的持仓异动： 减仓: Ss Spdr P S&p 500 Growth ETF (SPYG) — 股数 -79.33%; 减仓: Ss Spdr Bb 1-3m T-bill ETF (BIL) — 股数 -70.49%; 减仓: Oracle CORP (ORCL) — 股数 -76.33%; 减仓: Microsoft CORP (MSFT) — 股数 -73.72%; 减仓: Verizon Communications INC (VZ) — 股数 -72.15%.

Journey Retirement Planning & Investment Management LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1BILSs Spdr Bb 1-3m T-bill ETF+0.7%-70.49%减仓
2VZVerizon Communications INC+0.5%-72.15%减仓
3NVDANvidia CORP+0.4%-73.41%减仓
4NFLXNetflix INC+0.3%-73.82%减仓
5XOMExxon Mobil CORP+0.3%-75.62%减仓
6PMPhilip Morris International+0.3%-66.33%减仓
7JNJJohnson & Johnson+0.3%-72.22%减仓
8BALTInn Defined Wealth Shield+0.3%-65.98%减仓
9AAPLApple INC+0.2%-69.20%减仓
10GILDGilead Sciences INC+0.2%-74.21%减仓
11GOOGLAlphabet Inc-cl A+0.2%-72.63%减仓
12APDAir Products & Chemicals INC+0.2%-73.18%减仓
13RTXRtx CORP+0.2%-71.04%减仓
14CSCOCisco Systems INC+0.1%-71.63%减仓
15MCDMcdonald's CORP+0.1%-73.42%减仓
16CVSCvs Health CORP+0.1%-68.29%减仓
17AVGOBroadcom INC+0.1%-70.57%减仓
18VRTXVertex Pharmaceuticals INC+0.1%-74.17%减仓
19REGNRegeneron Pharmaceuticals+0.1%-73.99%减仓
20TXNTexas Instruments INC+0.1%-75.99%减仓
21MDTMedtronic plc+0.1%-72.43%减仓
22SBUXStarbucks CORP+0.1%-75.69%减仓
23BABoeing Co/the+0.1%-73.79%减仓
24MNSTMonster Beverage CORP0%-74.35%减仓
25METAMeta Platforms Inc-class A0%-72.83%减仓
26HDHome Depot INC0%-75.11%减仓
27ABBVAbbvie INC0%-75.22%减仓
28GOOGAlphabet Inc-cl C—-74.58%减仓
29TMOThermo Fisher Scientific INC0%-73.55%减仓
30NVONovo-nordisk A/s-spons Adr0%-70.09%减仓
31ARESAres Management CORP - A0%-68.34%减仓
32DISWalt Disney Co/the-0.1%-74.07%减仓
33CRMSalesforce INC-0.1%-69.23%减仓
34MAMastercard INC - A-0.1%-76.76%减仓
35ADSKAutodesk INC-0.1%-74.42%减仓
36LLYEli Lilly & Co-0.1%-76.63%减仓
37ISRGIntuitive Surgical INC-0.1%-75.58%减仓
38MRKMerck & Co. INC.-0.1%-82.50%减仓
39ADPAutomatic Data Processing-0.1%-76.31%减仓
40VVisa Inc-class A Shares-0.2%-74.57%减仓
41IBMIntl Business Machines CORP-0.2%-79.36%减仓
42ACNAccenture plc-0.2%-77.23%减仓
43AMZNAmazon.com INC-0.2%-75.87%减仓
44WFCWells Fargo & Co-0.2%-84.62%减仓
45TSLATesla INC-0.3%-74.06%减仓
46QCOMQualcomm INC-0.3%-77.32%减仓
47SHOPShopify INC - Class A-0.4%-76.26%减仓
48MSFTMicrosoft CORP-0.5%-73.72%减仓
49ORCLOracle CORP-0.5%-76.33%减仓
50SPYGSs Spdr P S&p 500 Growth ETF-1.4%-79.33%减仓

FAQ

Journey Retirement Planning & Investment Management LLC 是什么机构？属于哪种投资人类型？
Journey Retirement Planning & Investment Management LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.1亿，分布在 265 个已申报仓位之中。
Journey Retirement Planning & Investment Management LLC 目前前几大持股有哪些？
根据最新 13F 申报，Journey Retirement Planning & Investment Management LLC 按市值排列的前几大持股为： 1. Ss Spdr P S&p 500 Growth ETF (SPYG) — US$690.4万 (6.1%) 2. Nvidia CORP (NVDA) — US$653.6万 (5.8%) 3. Ss Spdr Bb 1-3m T-bill ETF (BIL) — US$361.7万 (3.2%) 4. Tesla INC (TSLA) — US$353.2万 (3.1%) 5. Amazon.com INC (AMZN) — US$347.0万 (3.1%)
Journey Retirement Planning & Investment Management LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Journey Retirement Planning & Investment Management LLC 态度较为保守——减仓了 50 个仓位，并完全清仓了 0 个持股。 其中幅度最大的异动：减仓: Ss Spdr P S&p 500 Growth ETF (SPYG) — 股数 -79.33%; 减仓: Ss Spdr Bb 1-3m T-bill ETF (BIL) — 股数 -70.49%; 减仓: Oracle CORP (ORCL) — 股数 -76.33%; 减仓: Microsoft CORP (MSFT) — 股数 -73.72%; 减仓: Verizon Communications INC (VZ) — 股数 -72.15%
Journey Retirement Planning & Investment Management LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Journey Retirement Planning & Investment Management LLC 的主要板块分布如下： • Information Technology: 27.9% • Communication Services: 19.3% • Consumer Discretionary: 13.6% • Financials: 11.6% • Health Care: 11.5% • Industrials: 6.4%