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Spartan Planning & Wealth Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Spartan Planning & Wealth Management

报告期 2026-03-31 · CIK 0001749283

持仓数

69

前50大市值合计

$130.4M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

BIL SPDR SERIES TRUST

STATE STREET SPD

$13.7M

149,192

10.5%

SPTM SPDR SERIES TRUST

STATE STREET SPD

$11.1M

140,234

8.5%

IEI ISHARES TR

3 7 YR TREAS BD

$8.9M

74,906

6.8%

GBIL GOLDMAN SACHS ETF TR

ACCES TREASURY

$7.4M

74,051

5.7%

TBLL INVESCO EXCH TRADED FD TR II

SHORT TERM TREAS

$7.4M

69,961

5.7%

VTIP VANGUARD MALVERN FDS

STRM INFPROIDX

$7.3M

146,754

5.6%

HEGD LISTED FDS TR

SWAN HEDGED EQTY

$7.3M

294,970

5.6%

TFFI TIDAL TRUST II

CHESAPEAKE TREND

$6.4M

327,583

4.9%

SHV ISHARES TR

TRUST ISHARE 0-1

$5.7M

51,572

4.4%

OPER ETF SER SOLUTIONS

CLEARSHS ULTRA

$5.7M

56,818

4.4%

TFPN TIDAL TRUST II

BLUEPRINT CHESAP

$5.2M

185,637

4.0%

NVDA NVIDIA CORPORATION

COM

$5.1M

29,020

3.9%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$5.0M

109,908

3.8%

AAPL APPLE INC

COM

$4.4M

17,470

3.4%

GOOGL ALPHABET INC

CAP STK CL A

$2.0M

6,819

1.5%

IEMG ISHARES INC

CORE MSCI EMKT

$1.9M

27,282

1.5%

USRT ISHARES TR

CRE U S REIT ETF

$1.8M

29,579

1.3%

AVGO BROADCOM INC

COM

$1.6M

5,290

1.3%

— EXXON MOBIL CORP

COM

$1.6M

9,303

1.2%

GOOG ALPHABET INC

CAP STK CL C

$1.5M

5,343

1.2%

JNJ JOHNSON & JOHNSON

COM

$1.4M

5,567

1.0%

WMT WALMART INC

COM

$1.3M

10,800

1.0%

TSLA TESLA INC

COM

$1.2M

3,124

0.9%

COST COSTCO WHOLESALE CORPORATION

COM

$935.2K

939

0.7%

JPM JPMORGAN CHASE & CO

COM

$886.1K

3,012

0.7%

CVX CHEVRON CORPORATION

COM

$866.8K

4,189

0.7%

CAT CATERPILLAR INC

COM

$844.7K

1,192

0.6%

LLY ELI LILLY & CO

COM

$840.4K

914

0.6%

IVV ISHARES TR

CORE S&P500 ETF

$789.7K

1,209

0.6%

KO COCA COLA CO

COM

$759.8K

9,991

0.6%

CSCO CISCO SYS INC

COM

$677.6K

8,733

0.5%

MRK MERCK & CO INC

COM

$665.6K

5,533

0.5%

SPEM SPDR INDEX SHS FDS

STATE STREET SPD

$646.3K

13,778

0.5%

RTX RTX CORPORATION

COM

$578.2K

2,997

0.4%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$571.3K

4,299

0.4%

USFR WISDOMTREE TR

FLOATNG RAT TREA

$549.9K

10,924

0.4%

ABBV ABBVIE INC

COM

$522.2K

2,401

0.4%

— LINDE PLC

SHS

$510.8K

1,030

0.4%

INTC INTEL CORP

COM

$465.6K

10,550

0.4%

AMGN AMGEN INC

COM

$457.1K

1,299

0.4%

T AT&T INC

COM

$449.2K

15,496

0.3%

VZ VERIZON COMMUNICATIONS INC

COM

$447.1K

8,906

0.3%

C CITIGROUP INC

COM NEW

$443.6K

3,911

0.3%

NEE NEXTERA ENERGY INC

COM

$442.8K

4,768

0.3%

GILD GILEAD SCIENCES INC

COM

$436.4K

3,131

0.3%

AMD ADVANCED MICRO DEVICES INC

COM

$381.7K

1,876

0.3%

GE GE AEROSPACE

COM NEW

$374.9K

1,321

0.3%

PFE PFIZER INC

COM

$359.5K

12,804

0.3%

COP CONOCOPHILLIPS

COM

$358.1K

2,713

0.3%

CTVA CORTEVA INC

COM

$340.7K

4,070

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

43%前 6 大占比

BIL10.5%SPTM8.5%IEI6.8%GBIL5.7%TBLL5.7%VTIP5.6%