Strategic Planning Group, LLC
- SEC CIK
- 0001875525
- 最新申報
- 2026/7/16
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/4/12 申報。只含多頭部位。
- 持股檔數
- 113
- 2023 年第 3 季沒有申報
- 總值
- $3.01 億
- 2023 年第 3 季沒有申報
Strategic Planning Group, LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 190,964 | $1,761 萬 | 5.8% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 83,020 | $1,261 萬 | 4.2% | – | – | 歷史 |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 158,888 | $970.6 萬 | 3.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 25,681 | $965.7 萬 | 3.2% | – | – | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 56,567 | $953.4 萬 | 3.2% | – | – | – |
| GOOGAlphabet Inc. | Stock | 66,166 | $932.5 萬 | 3.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 107,705 | $862.1 萬 | 2.9% | – | – | – |
| Victory Portfolios II92647N824 | VCSHS US EQ INCM | 150,312 | $850.3 萬 | 2.8% | – | – | – |
| J P Morgan Exchange Traded F46641Q167 | ACTIVE VALUE ETF | 152,668 | $849.1 萬 | 2.8% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 203,159 | $824.0 萬 | 2.7% | – | – | – |
| NVDANVIDIA Corp | Stock | 16,552 | $819.7 萬 | 2.7% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 11,302 | $746.1 萬 | 2.5% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 26,591 | $660.8 萬 | 2.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 41,110 | $648.1 萬 | 2.1% | – | – | 歷史 |
| Principal Exchange Traded FD74255Y102 | ACTIVE HIGH YL | 341,073 | $643.3 萬 | 2.1% | – | – | – |
| NFLXNetflix Inc | Stock | 9,457 | $460.5 萬 | 1.5% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 12,438 | $440.3 萬 | 1.5% | – | – | 歷史 |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 124,856 | $424.9 萬 | 1.4% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 21,121 | $359.3 萬 | 1.2% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 12,109 | $357.1 萬 | 1.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 9,890 | $352.8 萬 | 1.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 23,962 | $351.1 萬 | 1.2% | – | – | 歷史 |
| MMM3M Co | Stock | 30,893 | $337.7 萬 | 1.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 21,708 | $336.4 萬 | 1.1% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 9,816 | $331.2 萬 | 1.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 20,011 | $327.3 萬 | 1.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 62,429 | $315.4 萬 | 1.0% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 5,243 | $312.8 萬 | 1.0% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,813 | $253.4 萬 | 0.8% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 17,052 | $251.4 萬 | 0.8% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,251 | $251.3 萬 | 0.8% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 9,553 | $243.9 萬 | 0.8% | – | – | 歷史 |
| NIONIO Inc. | ADR | 265,920 | $241.2 萬 | 0.8% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 3,853 | $240.9 萬 | 0.8% | – | – | 歷史 |
| FFord Motor Co | Stock | 193,129 | $235.4 萬 | 0.8% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 5,936 | $229.0 萬 | 0.8% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 10,900 | $228.6 萬 | 0.8% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 29,161 | $227.2 萬 | 0.8% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 10,474 | $226.1 萬 | 0.8% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 2,976 | $225.3 萬 | 0.7% | – | – | 歷史 |
| NETCloudflare, Inc. | CL A COM | 26,958 | $224.5 萬 | 0.7% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 22,950 | $222.7 萬 | 0.7% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 6,419 | $222.5 萬 | 0.7% | – | – | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 11,472 | $218.5 萬 | 0.7% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 16,360 | $217.8 萬 | 0.7% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 8,266 | $217.5 萬 | 0.7% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,090 | $217.1 萬 | 0.7% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 3,708 | $216.2 萬 | 0.7% | – | – | 歷史 |
| JCIJohnson Controls International plc | Stock | 37,455 | $215.9 萬 | 0.7% | – | – | 歷史 |
| VEEVVeeva Systems Inc | Stock | 11,156 | $214.8 萬 | 0.7% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 4,522 | $211.7 萬 | 0.7% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 9,086 | $210.2 萬 | 0.7% | – | – | 歷史 |
| RTXRTX Corp | Stock | 24,907 | $209.6 萬 | 0.7% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,598 | $208.4 萬 | 0.7% | – | – | 歷史 |
| EOGEOG Resources Inc | Stock | 17,210 | $208.2 萬 | 0.7% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 34,215 | $207.8 萬 | 0.7% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 47,728 | $206.6 萬 | 0.7% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 70,086 | $201.8 萬 | 0.7% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 17,980 | $189.6 萬 | 0.6% | – | – | 歷史 |
| OKTAOkta, Inc. | CL A | 20,805 | $188.4 萬 | 0.6% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 5,910 | $174.8 萬 | 0.6% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 8,931 | $167.3 萬 | 0.6% | – | – | 歷史 |
| DEDeere & Co | Stock | 4,085 | $163.4 萬 | 0.5% | – | – | 歷史 |
| MAMastercard Inc | Stock | 3,829 | $163.4 萬 | 0.5% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 9,899 | $155.2 萬 | 0.5% | – | – | 歷史 |
| BACBank of America Corp | Stock | 38,176 | $128.5 萬 | 0.4% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 25,544 | $125.7 萬 | 0.4% | – | – | 歷史 |
| Victory Portfolios II92647N527 | CORE BD ETF | 26,610 | $124.8 萬 | 0.4% | – | – | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 26,348 | $124.1 萬 | 0.4% | – | – | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 2,932 | $119.3 萬 | 0.4% | – | – | 歷史 |
| BHPBHP Group Ltd | ADR | 16,381 | $111.9 萬 | 0.4% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 4,925 | $109.6 萬 | 0.4% | – | – | 歷史 |
| CVXChevron Corp | Stock | 7,253 | $108.2 萬 | 0.4% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 10,395 | $108.1 萬 | 0.4% | – | – | 歷史 |
| VVisa Inc. | Stock | 4,136 | $107.7 萬 | 0.4% | – | – | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 8,864 | $107.6 萬 | 0.4% | – | – | 歷史 |
| STTState Street Corp | COM | 13,855 | $107.3 萬 | 0.4% | – | – | 歷史 |
| METMetlife Inc | Stock | 16,076 | $106.3 萬 | 0.4% | – | – | 歷史 |
| COPConocoPhillips | Stock | 8,990 | $104.4 萬 | 0.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,432 | $104.3 萬 | 0.3% | – | – | 歷史 |
| HESHess Corp | Stock | 7,181 | $103.5 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,490 | $103.5 萬 | 0.3% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 12,734 | $103.4 萬 | 0.3% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 21,898 | $102.9 萬 | 0.3% | – | – | 歷史 |
| SYKStryker Corp | Stock | 3,402 | $101.9 萬 | 0.3% | – | – | 歷史 |
| SOSouthern Co | Stock | 14,485 | $101.6 萬 | 0.3% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 3,905 | $101.4 萬 | 0.3% | – | – | 歷史 |
| FSLYFastly, Inc. | CL A | 56,033 | $99.7 萬 | 0.3% | – | – | 歷史 |
| AIC3.ai, Inc. | Stock | 32,737 | $94.0 萬 | 0.3% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 51,844 | $89.0 萬 | 0.3% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,815 | $74.3 萬 | 0.2% | – | – | – |
| VZVerizon Communications Inc | Stock | 18,538 | $69.9 萬 | 0.2% | – | – | 歷史 |
| ZSZscaler, Inc. | Stock | 2,611 | $57.9 萬 | 0.2% | – | – | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 2,040 | $55.8 萬 | 0.2% | – | – | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,782 | $55.3 萬 | 0.2% | – | – | 歷史 |
| INGING Groep NV | SPONSORED ADR | 35,618 | $53.5 萬 | 0.2% | – | – | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 3,334 | $53.5 萬 | 0.2% | – | – | 歷史 |
| SNYSanofi | SPONSORED ADR | 10,625 | $52.8 萬 | 0.2% | – | – | 歷史 |
| SAPSAP SE | ADR | 3,392 | $52.5 萬 | 0.2% | – | – | 歷史 |
| UPWKUpwork, Inc | COM | 35,208 | $52.4 萬 | 0.2% | – | – | 歷史 |