Journey Retirement Planning & Investment Management LLC 13F 持仓 · 2026年Q3
Journey Retirement Planning & Investment Management 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 170 只证券，申报市值合计 1.40 亿美元。前几大持仓：SPYG（6.92%）、NVDA（6.11%）、MSFT（3.56%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $9.7M | 6.92% | 78,528 | 增持 |
| 2 | NVDA | NVIDIA CORPORATION | $8.5M | 6.11% | 37,364 | 减持 |
| 3 | MSFT | MICROSOFT CORP | $5.0M | 3.56% | 9,700 | 减持 |
| 4 | AMZN | AMAZON COM INC | $4.1M | 2.95% | 16,518 | 减持 |
| 5 | GOOGL | ALPHABET INC | $3.9M | 2.81% | 11,410 | 增持 |
| 6 | BIL | SPDR SERIES TRUST | $3.7M | 2.68% | 40,792 | 减持 |
| 7 | META | META PLATFORMS INC | $3.3M | 2.37% | 4,560 | 减持 |
| 8 | AAPL | APPLE INC | $3.0M | 2.13% | 8,921 | 增持 |
| 9 | TSLA | TESLA INC | $2.7M | 1.92% | 7,573 | 减持 |
| 10 | GOOG | ALPHABET INC | $2.5M | 1.80% | 7,389 | 减持 |
| 11 | V | VISA INC | $2.4M | 1.71% | 6,627 | 减持 |
| 12 | AVGO | BROADCOM INC | $1.8M | 1.27% | 5,048 | 增持 |
| 13 | VZ | VERIZON COMMUNICATIONS INC | $1.6M | 1.15% | 35,048 | 增持 |
| 14 | BA | BOEING CO | $1.6M | 1.12% | 8,416 | 减持 |
| 15 | PM | PHILIP MORRIS INTL INC | $1.5M | 1.05% | 7,701 | 增持 |
| 16 | NFLX | NETFLIX INC. | $1.4M | 1.02% | 20,407 | 减持 |
| 17 | MU | MICRON TECHNOLOGY INC | $1.4M | 1.01% | 1,323 | 增持 |
| 18 | JNJ | JOHNSON & JOHNSON | $1.3M | 0.96% | 5,083 | 减持 |
| 19 | GILD | GILEAD SCIENCES INC | $1.3M | 0.95% | 8,940 | 减持 |
| 20 | MDT | MEDTRONIC PLC | $1.3M | 0.93% | 15,092 | 增持 |
| 21 | RTX | RTX CORPORATION | $1.2M | 0.87% | 6,517 | 增持 |
| 22 | MRK | MERCK & CO INC | $1.2M | 0.86% | 8,236 | 增持 |
| 23 | ORCL | ORACLE CORP | $1.2M | 0.83% | 8,451 | 减持 |
| 24 | AMD | ADVANCED MICRO DEVICES INC | $1.1M | 0.82% | 1,875 | 增持 |
| 25 | BALT | INNOVATOR ETFS TRUST | $1.1M | 0.82% | 32,825 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR