IF

Intrepid Financial Planning Group LLC

分散型投资策略趋势追踪型行业集中型

申报总市值

US$2.5亿

申报季度: 2026-03-31 · 持股只数: 125

Intrepid Financial Planning Group LLC在最新一期 13F 报告中披露了 125 项持股，申报期为 2026-03-31，总持股市值约为 US$2.5亿，季度换手率为 15.3%。

机构性格雪花图

集中度
13.7
持仓稳定性
15.34
动能／逆势
100
行业集中度
79.9
多样化
100
仓位均衡度
81.81

近期动向

  • 减仓 PGX

    -62.5%　-US$422.3万

  • 加仓 CAIE

    +45.2%　US$205.1万

  • 加仓 FWD

    +8.3%　US$123.6万

  • 减仓 JPM

    -20.2%　-US$194.3万

  • 减仓 HDV

    -77.2%　-US$117.0万

  • 减仓 IWF

    -2.3%　-US$194.8万

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

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1IVVIshares Core S&p 500 ETFETF-大型股与成长11.12%-0.09%-1.99%
2SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长7.41%-0.11%-2.71%
3IWFIshares Russell 1000 GrowthETF-其他5.80%-0.40%-2.35%
4FWDAB Disruptors ETFETF-其他4.44%+0.72%+8.28%
5AAPLApple INC股票-科技3.71%-0.13%-2.44%
6LOWVAB US Low Vol Equity ETFETF-其他3.54%-0.01%-0.33%
7JEPIJpmorgan Equity Premium IncoETF-其他3.12%+0.11%-1.58%
8CAIECalamos Autocallable INC ETFETF-其他3.09%+0.96%+45.23%
9LLYEli Lilly & Co股票-医疗保健2.98%-0.25%+1.50%
10RSPInvesco S&p 500 Equal WeightETF-大型股与成长2.64%+0.09%-2.81%
11JEPQJPM Nasdaq Equity PremiumETF-科技型2.15%—-1.02%
12PLTRPalantir Technologies Inc-a股票-科技2.11%-0.31%—
13JPMJpmorgan Chase & Co股票-金融2.10%-0.62%-20.22%
14MDYState Street Spdr S&p MidcapETF-其他1.88%—-2.22%
15XLISs Industrial Select SectorETF-其他1.63%—-1.73%
16BILSs Spdr Bb 1-3m T-bill ETFETF-政府公债1.44%-0.09%-11.88%
17PFFIshares Preferred & Income SETF-其他1.36%-0.04%-6.51%
18AMZNAmazon.com INC股票-周期性消费1.34%-0.08%-1.36%
19SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长1.23%+0.01%-0.91%
20VVisa Inc-class A Shares股票-金融1.22%-0.13%-1.09%
21IWPIshares Russell Mid-cap GrowETF-其他1.19%-0.05%-3.43%
22MRVLMarvell Technology INC股票-科技0.97%+0.19%—
23PGXInvesco Preferred ETFETF-其他0.97%-1.55%-62.50%
24DIASs Spdr Dow Jones Indus AvgETF-大型股与成长0.96%——
25ARKKArk Innovation ETFETF-其他0.96%-0.07%-0.22%
26CAIQCalamos Nasdaq Autocall ETFETF-科技型0.94%+0.94%NEW
27NWBINorthwest Bancshares INC股票-其他0.94%—-2.18%
28MSFTMicrosoft CORP股票-科技0.91%-0.23%-1.90%
29JNJJohnson & Johnson股票-医疗保健0.89%+0.17%-1.13%
30IWDIshares Russell 1000 Value EETF-其他0.89%—-7.05%
31ITAIshares U.s. Aerospace & DefETF-其他0.84%—-2.52%
32XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他0.81%+0.11%+1.17%
33AMDAdvanced Micro Devices股票-科技0.77%—+1.03%
34IEFAIshares Core Msci Eafe ETFETF-其他0.76%+0.17%+20.39%
35DELLDell Technologies -c股票-科技0.75%+0.21%—
36AVGOBroadcom INC股票-科技0.74%-0.04%+0.02%
37IWSIshares Russell Mid-cap ValuETF-其他0.70%—-4.87%
38IWMIshares Russell 2000 ETFETF-中小型股0.65%—-5.76%
39JIREJpmorgan Int Res Enh EqtyETF-其他0.60%—-3.09%
40IYWIshares Ustechnology ETFETF-科技型0.60%-0.03%-1.04%
41KHPIKensington Hedged Prm In ETFETF-其他0.59%—+0.86%
42CPRYClmos R 2000 S A P ETF - JanETF-其他0.58%-0.15%-7.87%
43BXBlackstone INC股票-金融0.57%-0.17%-2.57%
44BOTZGlobal X Robotics & ArtificiETF-其他0.55%—-1.73%
45KRESs Spdr S&p Regional BankETF-其他0.53%—+0.41%
46PAVEGlobal X US InfrastructureETF-其他0.52%—-0.86%
47NVDANvidia CORP股票-科技0.51%—+1.39%
48COSTCostco Wholesale CORP股票-非周期性消费0.51%+0.09%-1.56%
49REGLPrshrs S&p Mid 400 Dvd AristETF-其他0.49%—-0.57%
50IWOIshares Russell 2000 GrowthETF-中小型股0.49%—+5.12%
1–50 of 125

本季持股变动

Intrepid Financial Planning Group LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Calamos Nasdaq Autocall ETF (CAIQ); 清仓: Ss Financial Select Sector (XLF); 新建仓: Dimensional World Ex US Core (DFAX); 新建仓: Dimensional International Co (DFAI); 新建仓: Alphabet Inc-cl C (GOOG).

Intrepid Financial Planning Group 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
1CAIECalamos Autocallable INC ETF+1%+45.23%加仓
2FWDAB Disruptors ETF+0.7%+8.28%加仓
3DELLDell Technologies -c+0.2%—不变
4MRVLMarvell Technology INC+0.2%—不变
5IEFAIshares Core Msci Eafe ETF+0.2%+20.39%加仓
6JNJJohnson & Johnson+0.2%-1.13%减仓
7VLOValero Energy CORP+0.1%+11.65%加仓
8QTUMDefiance Quantum ETF+0.1%+122.14%加仓
9JEPIJpmorgan Equity Premium Inco+0.1%-1.58%减仓
10XLUSt Sr Utl Sl Se Spdr Etf-usd+0.1%+1.17%加仓
11SPHRSphere Entertainment Co+0.1%—不变
12RSPInvesco S&p 500 Equal Weight+0.1%-2.81%减仓
13COSTCostco Wholesale CORP+0.1%-1.56%减仓
14SCHWSchwab (charles) CORP+0.1%+36.63%加仓
15SPYMSte Str Spdr Pt S&p 500 ETF0%-0.91%减仓
16JEPQJPM Nasdaq Equity Premium—-1.02%减仓
17LOWVAB US Low Vol Equity ETF0%-0.33%减仓
18IYWIshares Ustechnology ETF0%-1.04%减仓
19PFFIshares Preferred & Income S0%-6.51%减仓
20AVGOBroadcom INC0%+0.02%加仓
21BACBank Of America CORP0%—不变
22IWPIshares Russell Mid-cap Grow-0.1%-3.43%减仓
23ARKKArk Innovation ETF-0.1%-0.22%减仓
24AMZNAmazon.com INC-0.1%-1.36%减仓
25IVVIshares Core S&p 500 ETF-0.1%-1.99%减仓
26BILSs Spdr Bb 1-3m T-bill ETF-0.1%-11.88%减仓
27SPYSs Spdr S&p 500 ETF Trust-us-0.1%-2.71%减仓
28AAPLApple INC-0.1%-2.44%减仓
29VVisa Inc-class A Shares-0.1%-1.09%减仓
30CPRYClmos R 2000 S A P ETF - Jan-0.2%-7.87%减仓
31BXBlackstone INC-0.2%-2.57%减仓
32MSFTMicrosoft CORP-0.2%-1.90%减仓
33LLYEli Lilly & Co-0.3%+1.50%加仓
34PLTRPalantir Technologies Inc-a-0.3%—不变
35IWFIshares Russell 1000 Growth-0.4%-2.35%减仓
36HDVIshares Core High Dividend E-0.4%-77.17%减仓
37JPMJpmorgan Chase & Co-0.6%-20.22%减仓
38PGXInvesco Preferred ETF-1.6%-62.50%减仓
39CAIQCalamos Nasdaq Autocall ETF—NEW新建仓
40XLFSs Financial Select Sector—EXIT清仓
41DFAXDimensional World Ex US Core—NEW新建仓
42DFAIDimensional International Co—NEW新建仓
43GOOGAlphabet Inc-cl C—NEW新建仓
44GPIXGldm SA S&p 500 Pr In Etf-us—NEW新建仓
45DISWalt Disney Co/the—EXIT清仓
46QVALAlpha Arch US Qnt Value ETF—NEW新建仓
47BLDRBuilders Firstsource INC—EXIT清仓
48CRWDCrowdstrike Holdings INC - A—EXIT清仓
49CVNACarvana Co—EXIT清仓
50SUSuncor Energy INC—NEW新建仓

FAQ

Intrepid Financial Planning Group LLC 是什么机构？属于哪种投资人类型？
Intrepid Financial Planning Group 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$2.5亿，分布在 125 个已申报仓位之中。
Intrepid Financial Planning Group LLC 目前前几大持股有哪些？
根据最新 13F 申报，Intrepid Financial Planning Group LLC 按市值排列的前几大持股为： 1. Ishares Core S&p 500 ETF (IVV) — US$2755.6万 (11.1%) 2. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$1836.4万 (7.4%) 3. Ishares Russell 1000 Growth (IWF) — US$1435.8万 (5.8%) 4. AB Disruptors ETF (FWD) — US$1101.2万 (4.4%) 5. Apple INC (AAPL) — US$919.5万 (3.7%)
Intrepid Financial Planning Group LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Intrepid Financial Planning Group LLC 共进行了 45 项显著调整：新建仓 7 个仓位、加仓 9 个既有持股、减仓 24 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：新建仓: Calamos Nasdaq Autocall ETF (CAIQ); 清仓: Ss Financial Select Sector (XLF); 新建仓: Dimensional World Ex US Core (DFAX); 新建仓: Dimensional International Co (DFAI); 新建仓: Alphabet Inc-cl C (GOOG)
Intrepid Financial Planning Group 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，Intrepid Financial Planning Group LLC 的主要板块分布如下： • Information Technology: 43.5% • Financials: 19.3% • Health Care: 16.6% • Consumer Discretionary: 9.3% • Consumer Staples: 4.5% • Communication Services: 2.9%