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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
23Q3 调仓
2022-12-31 → 2023-09-30 · 共 150 项
建仓 29
增持 35
减持 50
清仓 36
方向
标的
Δ市值
现股数(环比)
减持
SGOV
ISHARES TR
-$6.2M
36,752
-63%
增持
IVV
ISHARES TR
+$2.6M
6,792
+859%
增持
OPER
ETF SER SOLUTIONS
+$2.6M
114,082
+30%
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。
增持
FLOT
ISHARES TR
+$2.6M
51,588
+1719500%
增持
SPTM
SPDR SER TR
+$2.4M
88,658
+88%
增持
BIL
SPDR SER TR
+$2.3M
196,662
+14%
减持
BWX
SPDR SER TR
-$2.3M
42,532
-70%
建仓
MSFT
MICROSOFT CORP
+$1.5M
4,607
建仓
AAPL
APPLE INC
+$1.4M
8,282
减持
IAGG
ISHARES TR
-$1.3M
45
-100%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
2,669
+22142%
建仓
TFPN
TIDAL TR II
+$1.1M
44,762
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.0M
12,675
-67%
增持
SPDW
SPDR INDEX SHS FDS
+$854.1K
200,728
+11%
清仓
PEP
PEPSICO INC
-$830.1K
0
-100%
建仓
GOOGL
ALPHABET INC
+$820.2K
6,268
建仓
TSLA
TESLA INC
+$760.7K
3,040
增持
SHV
ISHARES TR
+$717.0K
29,131
+28%
清仓
KO
COCA COLA CO
-$652.3K
0
-100%
清仓
—
KELLOGG CO
-$609.0K
0
-100%
建仓
GOOG
ALPHABET INC
+$597.7K
4,533
清仓
—
BLACKROCK INC
-$588.2K
0
-100%
清仓
—
JOHNSON CTLS INTL PLC
-$569.5K
0
-100%
建仓
ADBE
ADOBE INC
+$546.6K
1,072
清仓
GIS
GENERAL MLS INC
-$526.8K
0
-100%
减持
HD
HOME DEPOT INC
-$503.9K
1,274
-55%
增持
PG
PROCTER AND GAMBLE CO
+$486.0K
6,801
+104%
清仓
A
AGILENT TECHNOLOGIES INC
-$463.0K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$427.4K
1,395
+34775%
建仓
AMZN
AMAZON COM INC
+$379.6K
2,986
减持
IAU
ISHARES GOLD TR
-$373.8K
49,117
-19%
清仓
XYL
XYLEM INC
-$362.2K
0
-100%
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$356.1K
949
清仓
GILD
GILEAD SCIENCES INC
-$355.7K
0
-100%
增持
PRU
PRUDENTIAL FINL INC
+$353.8K
3,754
+15542%
建仓
—
FERGUSON PLC NEW
+$352.0K
2,140
清仓
WAT
WATERS CORP
-$322.4K
0
-100%
建仓
INTU
INTUIT
+$313.7K
614
减持
CL
COLGATE PALMOLIVE CO
-$301.3K
6
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$296.0K
149
-79%
清仓
—
LINDE PLC
-$290.0K
0
-100%
建仓
—
LINDE PLC
+$283.0K
760
清仓
JNJ
JOHNSON & JOHNSON
-$278.2K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$260.1K
2,489
+77%
减持
MS
MORGAN STANLEY
-$260.0K
2
-100%
增持
GOVT
ISHARES TR
+$252.6K
71,322
+23%
建仓
HAS
HASBRO INC
+$251.4K
3,801
减持
V
VISA INC
-$244.3K
1,372
-49%
增持
INTC
INTEL CORP
+$233.1K
6,562
+131140%
建仓
NOW
SERVICENOW INC
+$228.6K
409
清仓
DGX
QUEST DIAGNOSTICS INC
-$225.4K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$220.2K
0
-100%
增持
CSCO
CISCO SYS INC
+$217.6K
8,121
+77%
减持
EXPD
EXPEDITORS INTL WASH INC
-$215.6K
2,289
-50%
建仓
META
META PLATFORMS INC
+$210.7K
702
增持
OKE
ONEOK INC NEW
+$196.8K
8,831
+60%
建仓
ECL
ECOLAB INC
+$194.1K
1,146
建仓
WELL
WELLTOWER INC
+$194.1K
2,369
增持
CRM
SALESFORCE INC
+$190.9K
942
+94100%
减持
LOW
LOWES COS INC
-$188.2K
869
-53%
减持
TRV
TRAVELERS COMPANIES INC
-$187.6K
4
-100%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$185.0K
0
-100%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$178.2K
0
-100%
减持
GWW
GRAINGER W W INC
-$177.2K
322
-55%
减持
—
EXXON MOBIL CORP
-$174.8K
1,182
-58%
减持
PFE
PFIZER INC
-$166.5K
21
-99%
减持
MRK
MERCK & CO INC
-$164.0K
2,307
-36%
建仓
ZTS
ZOETIS INC
+$160.4K
922
减持
MRSH
MARSH & MCLENNAN COS INC
-$159.2K
1,332
-47%
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$158.3K
0
-100%
清仓
PODD
INSULET CORP
-$156.9K
0
-100%
清仓
HCA
HCA HEALTHCARE INC
-$156.0K
0
-100%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$153.4K
1,158
+58%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$150.5K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$148.2K
0
-100%
清仓
ES
EVERSOURCE ENERGY
-$143.4K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$139.2K
1,013
+9109%
减持
CVX
CHEVRON CORP NEW
-$133.9K
491
-59%
减持
MCD
MCDONALDS CORP
-$113.3K
126
-77%
减持
BNY
BANK NEW YORK MELLON CORP
-$110.7K
5
-100%
清仓
CBRE
CBRE GROUP INC
-$108.7K
0
-100%
减持
MKC
MCCORMICK & CO INC
-$106.2K
6
-100%
增持
—
TRANE TECHNOLOGIES PLC
+$105.5K
2,218
+8%
减持
ABBV
ABBVIE INC
-$104.4K
544
-53%
建仓
XLK
SELECT SECTOR SPDR TR
+$103.8K
633
增持
ADSK
AUTODESK INC
+$103.1K
503
+9960%
清仓
BBY
BEST BUY INC
-$103.0K
0
-100%
减持
SLB
SCHLUMBERGER LTD
-$101.7K
4,462
-34%
增持
SPGI
S&P GLOBAL INC
+$94.7K
260
+25900%
增持
SPEM
SPDR INDEX SHS FDS
+$93.6K
38,901
+6%
清仓
NEE
NEXTERA ENERGY INC
-$86.4K
0
-100%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$84.6K
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$83.6K
148
减持
PM
PHILIP MORRIS INTL INC
-$82.7K
2
-100%
减持
JPM
JPMORGAN CHASE & CO
-$82.3K
1,058
-40%
增持
LNG
CHENIERE ENERGY INC
+$81.7K
1,768
+25%
清仓
IDXX
IDEXX LABS INC
-$81.2K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$80.1K
0
-100%
增持
USRT
ISHARES TR
+$78.4K
26,173
+12%
减持
AMGN
AMGEN INC
-$78.4K
1,271
-21%
清仓
LMT
LOCKHEED MARTIN CORP
-$74.4K
0
-100%
增持
MCO
MOODYS CORP
+$72.8K
231
+23000%
增持
SPMD
SPDR SER TR
+$70.4K
2,868
+121%
增持
CMCSA
COMCAST CORP NEW
+$70.3K
1,592
+22643%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$69.5K
2,069
-13%
减持
SCHW
SCHWAB CHARLES CORP
-$68.2K
5
-99%
减持
LLY
ELI LILLY & CO
-$68.0K
735
-42%
建仓
—
LAM RESEARCH CORP
+$67.7K
108
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$67.1K
1,942
-19%
减持
COP
CONOCOPHILLIPS
-$66.2K
335
-63%
清仓
ABT
ABBOTT LABS
-$64.3K
0
-100%
增持
SPIP
SPDR SER TR
+$62.0K
37,062
+11%
建仓
XLC
SELECT SECTOR SPDR TR
+$59.8K
912
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$59.5K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$58.5K
0
-100%
建仓
XLV
SELECT SECTOR SPDR TR
+$57.0K
443
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$52.8K
15,528
+14%
建仓
XLF
SELECT SECTOR SPDR TR
+$48.2K
1,453
清仓
GS
GOLDMAN SACHS GROUP INC
-$46.7K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$45.0K
3
-100%
减持
WMT
WALMART INC
-$44.4K
446
-45%
清仓
NKE
NIKE INC
-$44.3K
0
-100%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$44.3K
452
+16%
减持
ORCL
ORACLE CORP
-$40.3K
254
-69%
增持
BKNG
BOOKING HOLDINGS INC
+$40.2K
15
+400%
减持
GD
GENERAL DYNAMICS CORP
-$40.0K
2
-99%
清仓
T
AT&T INC
-$39.8K
0
-100%
建仓
XLY
SELECT SECTOR SPDR TR
+$39.1K
243
增持
SUSA
ISHARES TR
+$37.0K
628
+165%
清仓
PSX
PHILLIPS 66
-$33.0K
0
-100%
减持
MDLZ
MONDELEZ INTL INC
-$32.6K
199
-71%
建仓
XLI
SELECT SECTOR SPDR TR
+$31.7K
313
建仓
XLE
SELECT SECTOR SPDR TR
+$31.1K
344
减持
AVGO
BROADCOM INC
+$27.2K
160
-15%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$26.8K
261
减持
EQIX
EQUINIX INC
-$26.1K
93
-35%
减持
BA
BOEING CO
-$24.2K
114
-53%
建仓
FDX
FEDEX CORP
+$24.1K
91
增持
VO
VANGUARD INDEX FDS
+$23.3K
163
+213%
减持
TMUS
T-MOBILE US INC
-$21.8K
2
-99%
增持
UNP
UNION PAC CORP
+$21.8K
108
+10700%
减持
KHC
KRAFT HEINZ CO
-$20.8K
6
-99%
减持
SO
SOUTHERN CO
-$20.2K
3
-99%
减持
EXC
EXELON CORP
-$20.1K
9
-98%
减持
DUK
DUKE ENERGY CORP NEW
-$19.9K
2
-99%
减持
SPG
SIMON PPTY GROUP INC NEW
-$19.8K
3
-98%
减持
MA
MASTERCARD INCORPORATED
-$19.4K
1,186
-16%
减持
NFLX
NETFLIX INC
-$18.0K
68
-54%
减持
HAL
HALLIBURTON CO
-$17.2K
7,978
-8%
减持
MO
ALTRIA GROUP INC
-$12.9K
5
-98%
