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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 29
增持 79
减持 36
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
BIL
SPDR SER TR
-$17.9M
1,843
-99%
减持
OPER
ETF SER SOLUTIONS
-$11.4M
623
-99%
增持
GOVT
ISHARES TR
+$5.2M
293,619
+312%
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
USRT
ISHARES TR
+$4.9M
113,143
+332%
增持
IVV
ISHARES TR
+$4.4M
15,347
+126%
增持
SHY
ISHARES TR
+$4.2M
50,828
+1270600%
增持
SPTM
SPDR SER TR
+$3.9M
146,154
+65%
清仓
SGOV
ISHARES TR
-$3.7M
0
-100%
减持
SHV
ISHARES TR
-$3.2M
41
-100%
增持
MSFT
MICROSOFT CORP
+$3.2M
12,303
+167%
增持
AAPL
APPLE INC
+$3.2M
23,808
+187%
建仓
EFA
ISHARES TR
+$2.8M
36,577
减持
SPDW
SPDR INDEX SHS FDS
-$2.7M
102,983
-49%
减持
FLOT
ISHARES TR
-$2.6M
3
-100%
增持
TFPN
TIDAL TR II
+$2.6M
152,931
+242%
增持
SPEM
SPDR INDEX SHS FDS
+$2.5M
108,336
+178%
增持
BWX
SPDR SER TR
+$1.7M
112,565
+165%
增持
SPTL
SPDR SER TR
+$1.7M
58,137
+264159%
减持
IAU
ISHARES GOLD TR
-$1.6M
1,831
-96%
增持
AMZN
AMAZON COM INC
+$1.6M
13,141
+340%
增持
META
META PLATFORMS INC
+$914.8K
3,180
+353%
减持
SPIP
SPDR SER TR
-$913.1K
296
-99%
增持
NVDA
NVIDIA CORPORATION
+$895.2K
4,152
+56%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$602.1K
2,572
+186%
增持
UNH
UNITEDHEALTH GROUP INC
+$598.8K
1,280
+759%
增持
GOOGL
ALPHABET INC
+$520.7K
9,599
+53%
增持
GOOG
ALPHABET INC
+$518.5K
7,920
+75%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$497.8K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$489.5K
3,780
+257%
增持
AVGO
BROADCOM INC
+$488.9K
557
+248%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$480.7K
1,534
-88%
减持
CSCO
CISCO SYS INC
-$436.5K
2
-100%
增持
VTI
VANGUARD INDEX FDS
+$436.1K
4,067
+63%
减持
OKE
ONEOK INC NEW
-$372.5K
2,673
-70%
建仓
EAGG
ISHARES TR
+$371.7K
7,785
增持
V
VISA INC
+$369.4K
2,631
+92%
增持
LLY
ELI LILLY & CO
+$352.5K
1,282
+74%
增持
TSLA
TESLA INC
+$342.3K
4,439
+46%
减持
—
TRANE TECHNOLOGIES PLC
-$331.0K
488
-78%
增持
COST
COSTCO WHSL CORP NEW
+$304.5K
588
+297%
增持
AMD
ADVANCED MICRO DEVICES INC
+$295.0K
2,183
+736%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$289.9K
188
-80%
增持
BAC
BANK AMERICA CORP
+$284.8K
8,465
+120829%
增持
VZ
VERIZON COMMUNICATIONS INC
+$284.4K
7,549
+125717%
减持
HAL
HALLIBURTON CO
-$276.9K
1,278
-84%
建仓
—
BLACKROCK INC
+$262.2K
323
清仓
—
BUNGE LIMITED
-$256.1K
0
-100%
增持
NFLX
NETFLIX INC
+$253.8K
574
+744%
增持
ABBV
ABBVIE INC
+$252.1K
2,150
+295%
减持
PRU
PRUDENTIAL FINL INC
-$251.8K
1,007
-73%
清仓
HAS
HASBRO INC
-$251.4K
0
-100%
减持
—
FERGUSON PLC NEW
-$247.3K
542
-75%
建仓
KO
COCA COLA CO
+$242.1K
4,109
增持
MCD
MCDONALDS CORP
+$235.7K
907
+620%
增持
QCOM
QUALCOMM INC
+$233.7K
1,619
+40375%
增持
HD
HOME DEPOT INC
+$226.4K
1,764
+38%
增持
CRM
SALESFORCE INC
+$221.3K
1,567
+66%
建仓
WFC
WELLS FARGO CO NEW
+$219.4K
4,457
减持
SLB
SCHLUMBERGER LTD
-$218.0K
809
-82%
建仓
AXP
AMERICAN EXPRESS CO
+$214.9K
1,147
减持
INTU
INTUIT
-$210.6K
165
-73%
减持
MRSH
MARSH & MCLENNAN COS INC
-$209.0K
235
-82%
减持
LNG
CHENIERE ENERGY INC
-$200.2K
546
-69%
建仓
GILD
GILEAD SCIENCES INC
+$193.4K
2,387
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$192.6K
4,544
-71%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$188.8K
303
-74%
建仓
NKE
NIKE INC
+$181.7K
1,674
建仓
TXN
TEXAS INSTRS INC
+$176.4K
1,035
增持
AMT
AMERICAN TOWER CORP NEW
+$176.2K
817
+81600%
增持
CMCSA
COMCAST CORP NEW
+$170.7K
5,503
+246%
减持
VLO
VALERO ENERGY CORP
-$168.8K
472
-71%
建仓
HON
HONEYWELL INTL INC
+$166.9K
796
增持
CL
COLGATE PALMOLIVE CO
+$165.0K
2,075
+34483%
增持
UNP
UNION PAC CORP
+$162.7K
752
+596%
减持
PG
PROCTER AND GAMBLE CO
-$160.7K
5,673
-17%
增持
GE
GENERAL ELECTRIC CO
+$160.5K
1,570
+335%
减持
NOW
SERVICENOW INC
-$158.0K
100
-76%
减持
BKR
BAKER HUGHES COMPANY
-$154.1K
1,435
-75%
增持
DIS
DISNEY WALT CO
+$150.4K
1,667
+83250%
清仓
—
EXXON MOBIL CORP
-$139.0K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$138.9K
360
增持
BNY
BANK NEW YORK MELLON CORP
+$138.0K
2,655
+53000%
建仓
A
AGILENT TECHNOLOGIES INC
+$135.3K
973
增持
DHR
DANAHER CORPORATION
+$133.4K
579
+28850%
减持
WELL
WELLTOWER INC
-$131.7K
692
-71%
增持
COP
CONOCOPHILLIPS
+$130.5K
1,470
+339%
增持
MS
MORGAN STANLEY
+$128.6K
1,381
+68950%
建仓
ABT
ABBOTT LABS
+$127.7K
1,160
增持
C
CITIGROUP INC
+$127.1K
2,476
+35271%
增持
BA
BOEING CO
+$122.0K
552
+384%
增持
ORCL
ORACLE CORP
+$122.0K
1,412
+456%
增持
SCHW
SCHWAB CHARLES CORP
+$115.4K
1,682
+33540%
减持
EXPD
EXPEDITORS INTL WASH INC
-$114.2K
1,165
-49%
增持
ECL
ECOLAB INC
+$113.7K
1,552
+35%
增持
XLK
SELECT SECTOR SPDR TR
+$112.8K
1,125
+78%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$112.0K
111
-75%
增持
MDLZ
MONDELEZ INTL INC
+$111.8K
1,734
+771%
增持
SPSM
SPDR SER TR
+$106.7K
3,479
+221%
增持
INTC
INTEL CORP
+$105.5K
6,741
+3%
增持
WMT
WALMART INC
+$105.2K
1,120
+151%
建仓
XYL
XYLEM INC
+$104.8K
916
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$103.0K
194
增持
SO
SOUTHERN CO
+$97.8K
1,398
+46500%
增持
USB
US BANCORP DEL
+$96.4K
2,232
+44540%
建仓
T
AT&T INC
+$96.2K
5,734
增持
MA
MASTERCARD INCORPORATED
+$96.0K
1,326
+12%
增持
TMUS
T-MOBILE US INC
+$95.1K
595
+29650%
建仓
WAT
WATERS CORP
+$92.5K
281
建仓
RTX
RTX CORPORATION
+$92.4K
1,098
增持
GD
GENERAL DYNAMICS CORP
+$92.3K
357
+17750%
建仓
ELV
ELEVANCE HEALTH INC
+$92.0K
195
建仓
—
JOHNSON CTLS INTL PLC
+$88.0K
1,527
清仓
CVX
CHEVRON CORP NEW
-$82.8K
0
-100%
增持
MMM
3M CO
+$80.5K
738
+36800%
建仓
CBRE
CBRE GROUP INC
+$78.3K
841
减持
GWW
GRAINGER W W INC
-$72.0K
182
-43%
增持
XLF
SELECT SECTOR SPDR TR
+$68.9K
3,113
+114%
增持
CVS
CVS HEALTH CORP
+$65.7K
835
+20775%
增持
FDX
FEDEX CORP
+$64.9K
352
+287%
增持
—
MEDTRONIC PLC
+$64.9K
816
+2620%
增持
UPS
UNITED PARCEL SERVICE INC
+$62.0K
396
+19700%
建仓
IDXX
IDEXX LABS INC
+$60.5K
109
增持
SPG
SIMON PPTY GROUP INC NEW
+$59.6K
420
+13900%
增持
DUK
DUKE ENERGY CORP NEW
+$57.5K
594
+29600%
增持
XLY
SELECT SECTOR SPDR TR
+$56.9K
537
+121%
增持
AIG
AMERICAN INTL GROUP INC
+$56.1K
1,023
+369%
增持
TRV
TRAVELERS COMPANIES INC
+$55.7K
296
+7300%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$55.5K
270
+3275%
建仓
LMT
LOCKHEED MARTIN CORP
+$55.3K
122
增持
COF
CAPITAL ONE FINL CORP
+$55.0K
422
+13967%
增持
XLV
SELECT SECTOR SPDR TR
+$54.0K
814
+84%
增持
TGT
TARGET CORP
+$53.2K
378
+6200%
减持
LOW
LOWES COS INC
-$50.9K
583
-33%
减持
—
ACCENTURE PLC IRELAND
-$48.7K
1,082
-22%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$46.8K
2,417
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$46.0K
3,617
增持
XLI
SELECT SECTOR SPDR TR
+$45.9K
681
+118%
建仓
SPXL
DIREXION SHS ETF TR
+$45.9K
441
减持
AMAT
APPLIED MATLS INC
-$45.6K
584
-42%
减持
ZTS
ZOETIS INC
-$44.2K
589
-36%
增持
—
LINDE PLC
+$43.9K
796
+5%
增持
MET
METLIFE INC
+$43.9K
852
+330%
建仓
—
BUNGE GLOBAL SA
+$43.0K
426
建仓
BBY
BEST BUY INC
+$40.9K
523
增持
SUSA
ISHARES TR
+$38.3K
943
+50%
减持
ADSK
AUTODESK INC
-$34.2K
287
-43%
增持
PYPL
PAYPAL HLDGS INC
+$33.5K
549
+13625%
减持
SPGI
S&P GLOBAL INC
-$33.3K
140
-46%
建仓
DE
DEERE & CO
+$32.8K
82
减持
AMGN
AMGEN INC
-$31.4K
1,077
-15%
