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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
$130.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
23Q4
23Q3
22Q4
22Q1
22Q4 调仓
2022-03-31 → 2022-12-31 · 共 150 项
建仓 45
增持 37
减持 43
清仓 25
方向
标的
Δ市值
现股数(环比)
建仓
SGOV
ISHARES TR
+$9.9M
98,650
增持
BIL
SPDR SER TR
+$7.9M
171,762
+101%
减持
VTI
VANGUARD INDEX FDS
-$7.2M
1,405
-96%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
SPTM
SPDR SER TR
-$6.5M
47,216
-70%
减持
USRT
ISHARES TR
-$4.9M
23,385
-75%
增持
SPDW
SPDR INDEX SHS FDS
+$3.7M
180,886
+278%
清仓
AAPL
APPLE INC
-$3.2M
0
-100%
建仓
BWX
SPDR SER TR
+$3.2M
142,349
清仓
MSFT
MICROSOFT CORP
-$3.1M
0
-100%
减持
SHV
ISHARES TR
-$2.7M
22,754
-52%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.7M
108
-98%
增持
OPER
ETF SER SOLUTIONS
+$2.5M
87,802
+40%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$1.6M
38,136
减持
IAU
ISHARES GOLD TR
-$1.5M
60,492
-39%
清仓
GOOGL
ALPHABET INC
-$1.4M
0
-100%
清仓
TSLA
TESLA INC
-$904.0K
0
-100%
建仓
HD
HOME DEPOT INC
+$888.8K
2,814
清仓
GOOG
ALPHABET INC
-$863.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$797.2K
12
-100%
减持
VNQ
VANGUARD INDEX FDS
-$626.8K
3
-100%
建仓
—
KELLOGG CO
+$609.0K
8,548
减持
AXP
AMERICAN EXPRESS CO
-$590.8K
8
-100%
建仓
—
BLACKROCK INC
+$588.2K
830
建仓
—
JOHNSON CTLS INTL PLC
+$569.5K
8,898
建仓
EXPD
EXPEDITORS INTL WASH INC
+$478.0K
4,600
建仓
A
AGILENT TECHNOLOGIES INC
+$463.0K
3,094
增持
IAGG
ISHARES TR
+$450.0K
27,004
+69%
清仓
—
HESS CORP
-$406.0K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$403.9K
1,406
+488%
增持
MRK
MERCK & CO INC
+$401.5K
3,619
+120533%
增持
LLY
LILLY ELI & CO
+$382.8K
1,265
+355%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$369.0K
0
-100%
建仓
OKE
ONEOK INC NEW
+$363.4K
5,531
建仓
XYL
XYLEM INC
+$362.2K
3,276
建仓
SLB
SCHLUMBERGER LTD
+$361.9K
6,769
清仓
XEL
XCEL ENERGY INC
-$358.0K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$356.9K
4
-100%
建仓
GILD
GILEAD SCIENCES INC
+$355.7K
4,143
建仓
—
TRANE TECHNOLOGIES PLC
+$344.6K
2,050
建仓
HAL
HALLIBURTON CO
+$340.3K
8,648
减持
PG
PROCTER AND GAMBLE CO
-$338.0K
3,339
-40%
清仓
AMZN
AMAZON COM INC
-$333.0K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$325.3K
2,375
+123%
建仓
WAT
WATERS CORP
+$322.4K
941
减持
NTRS
NORTHERN TR CORP
-$320.6K
5
-100%
清仓
PLD
PROLOGIS INC.
-$317.0K
0
-100%
增持
GOVT
ISHARES TR
+$314.4K
58,071
+44%
建仓
CL
COLGATE PALMOLIVE CO
+$301.7K
3,829
减持
TXN
TEXAS INSTRS INC
-$281.9K
25
-98%
增持
GIS
GENERAL MLS INC
+$276.8K
6,283
+70%
建仓
—
BUNGE LIMITED
+$267.2K
2,678
增持
V
VISA INC
+$246.9K
2,695
+91%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$245.0K
0
-100%
减持
AMAT
APPLIED MATLS INC
-$241.9K
11
-99%
建仓
JPM
JPMORGAN CHASE & CO
+$235.7K
1,758
减持
F
FORD MTR CO DEL
-$230.8K
19
-100%
清仓
CMS
CMS ENERGY CORP
-$230.0K
0
-100%
增持
MS
MORGAN STANLEY
+$226.2K
3,060
+695%
建仓
DGX
QUEST DIAGNOSTICS INC
+$225.4K
1,441
增持
GWW
GRAINGER W W INC
+$220.9K
719
+107%
建仓
KMB
KIMBERLY-CLARK CORP
+$220.2K
1,622
增持
VLO
VALERO ENERGY CORP
+$214.5K
1,770
+1670%
建仓
LNG
CHENIERE ENERGY INC
+$211.7K
1,412
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$203.5K
2,410
+130%
建仓
BKR
BAKER HUGHES COMPANY
+$200.2K
6,778
减持
PRU
PRUDENTIAL FINL INC
-$195.6K
24
-99%
建仓
TRV
TRAVELERS COMPANIES INC
+$188.2K
1,004
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$185.0K
128
增持
LOW
LOWES COS INC
+$184.8K
1,851
+104%
减持
COP
CONOCOPHILLIPS
-$180.7K
901
-69%
增持
—
EXXON MOBIL CORP
+$178.8K
2,845
+74%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$178.2K
8,264
增持
UNH
UNITEDHEALTH GROUP INC
+$175.1K
700
+82%
增持
PEP
PEPSICO INC
+$159.1K
4,595
+15%
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$158.3K
11,225
建仓
PODD
INSULET CORP
+$156.9K
533
增持
AMGN
AMGEN INC
+$154.0K
1,599
+45%
减持
SPIP
SPDR SER TR
-$151.4K
33,332
-0%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$150.5K
880
建仓
ELV
ELEVANCE HEALTH INC
+$148.2K
289
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$138.1K
391
-59%
清仓
DOC
HEALTHPEAK PROPERTIES INC
-$136.0K
0
-100%
减持
FLOT
ISHARES TR
-$132.8K
3
-100%
增持
KO
COCA COLA CO
+$129.3K
10,255
+22%
减持
CSCO
CISCO SYS INC
-$114.0K
4,597
-23%
增持
CVX
CHEVRON CORP NEW
+$109.6K
1,207
+84%
减持
SPMD
SPDR SER TR
-$106.8K
1,298
-62%
建仓
MKC
MCCORMICK & CO INC
+$106.7K
1,287
减持
MRSH
MARSH & MCLENNAN COS INC
-$106.3K
2,494
-18%
建仓
BBY
BEST BUY INC
+$103.0K
1,284
增持
BNY
BANK NEW YORK MELLON CORP
+$99.9K
2,436
+1049%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$97.1K
734
-44%
建仓
EQIX
EQUINIX INC
+$93.7K
143
增持
MCD
MCDONALDS CORP
+$88.5K
556
+138%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$87.1K
13,593
-25%
增持
ABBV
ABBVIE INC
+$86.5K
1,148
+89%
清仓
BAC
BK OF AMERICA CORP
-$84.0K
0
-100%
建仓
IDXX
IDEXX LABS INC
+$81.2K
199
建仓
HON
HONEYWELL INTL INC
+$80.1K
374
减持
UNP
UNION PAC CORP
-$78.8K
1
-100%
减持
INTC
INTEL CORP
-$76.9K
5
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$74.8K
1
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$74.0K
0
-100%
增持
IVV
ISHARES TR
+$69.0K
708
+58%
建仓
SCHW
SCHWAB CHARLES CORP
+$68.5K
823
增持
SPEM
SPDR INDEX SHS FDS
+$68.3K
36,780
+24%
建仓
ORCL
ORACLE CORP
+$67.2K
822
增持
ABT
ABBOTT LABS
+$64.3K
586
+29200%
建仓
SBUX
STARBUCKS CORP
+$58.5K
590
减持
CAT
CATERPILLAR INC
-$57.8K
915
-26%
清仓
CVS
CVS HEALTH CORP
-$57.0K
0
-100%
清仓
SPXL
DIREXION SHS ETF TR
-$55.0K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$52.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$51.1K
1,046
+36%
增持
PFE
PFIZER INC
+$48.2K
3,263
+42%
减持
SHY
ISHARES TR
-$47.7K
4
-99%
建仓
GE
GENERAL ELECTRIC CO
+$47.2K
563
建仓
GS
GOLDMAN SACHS GROUP INC
+$46.7K
136
建仓
BA
BOEING CO
+$46.1K
242
减持
QCOM
QUALCOMM INC
-$45.9K
1
-100%
减持
ES
EVERSOURCE ENERGY
-$45.5K
1,711
-20%
增持
NKE
NIKE INC
+$44.3K
379
+37800%
清仓
RY
ROYAL BK CDA
-$44.0K
0
-100%
建仓
NFLX
NETFLIX INC
+$43.6K
148
清仓
DHR
DANAHER CORPORATION
-$41.0K
0
-100%
建仓
T
AT&T INC
+$39.8K
2,163
减持
MO
ALTRIA GROUP INC
-$38.9K
287
-71%
增持
PM
PHILIP MORRIS INTL INC
+$37.9K
819
+73%
增持
JNJ
JOHNSON & JOHNSON
+$33.2K
1,575
+14%
增持
LMT
LOCKHEED MARTIN CORP
+$31.4K
153
+58%
减持
HCA
HCA HEALTHCARE INC
-$31.0K
650
-13%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$30.8K
628
-39%
减持
—
LINDE PLC
-$30.0K
889
-11%
减持
DUK
DUKE ENERGY CORP NEW
-$25.9K
195
-53%
减持
CBRE
CBRE GROUP INC
-$25.3K
1,412
-3%
清仓
DOW
DOW INC
-$25.0K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$22.4K
52
-63%
减持
PSX
PHILLIPS 66
-$22.0K
317
-50%
增持
MDLZ
MONDELEZ INTL INC
+$21.4K
696
+71%
建仓
KHC
KRAFT HEINZ CO
+$21.0K
515
减持
TMUS
T-MOBILE US INC
-$20.9K
158
-52%
建仓
SUSA
ISHARES TR
+$19.5K
237
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$18.6K
838
+25%
增持
WMT
WALMART INC
+$16.7K
816
+23%
清仓
NUE
NUCOR CORP
-$15.0K
0
-100%
清仓
ENB
ENBRIDGE INC
-$14.0K
0
-100%
减持
SO
SOUTHERN CO
-$13.6K
286
-38%
减持
SPSM
SPDR SER TR
-$12.7K
1,416
-9%
清仓
—
DUPONT DE NEMOURS INC
-$11.0K
0
-100%
清仓
AFL
AFLAC INC
-$11.0K
0
-100%
