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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
24Q4 调仓
2023-12-31 → 2024-12-31 · 共 150 项
建仓 4
增持 49
减持 13
清仓 84
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SER TR
+$5.7M
64,542
+3402%
增持
NVDA
NVIDIA CORPORATION
+$4.8M
50,758
+1122%
减持
IVV
ISHARES TR
-$4.5M
4,725
-69%
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。
建仓
HEGD
LISTED FD TR
+$4.5M
200,468
增持
SPTM
SPDR SER TR
+$4.4M
181,877
+24%
增持
OPER
ETF SER SOLUTIONS
+$4.4M
44,881
+7104%
清仓
SHY
ISHARES TR
-$4.2M
0
-100%
减持
GOVT
ISHARES TR
-$4.1M
117,433
-60%
增持
SHV
ISHARES TR
+$3.7M
33,698
+82090%
减持
EFA
ISHARES TR
-$2.5M
2,740
-93%
减持
USRT
ISHARES TR
-$2.3M
66,928
-41%
增持
AAPL
APPLE INC
+$2.2M
27,283
+15%
增持
AMZN
AMAZON COM INC
+$1.8M
17,186
+31%
减持
BWX
SPDR SER TR
-$1.7M
42,979
-62%
清仓
SPTL
SPDR SER TR
-$1.7M
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
-$1.6M
55,995
-46%
建仓
USFR
WISDOMTREE TR
+$1.2M
24,287
增持
META
META PLATFORMS INC
+$1.2M
3,899
+23%
增持
MSFT
MICROSOFT CORP
+$1.1M
13,638
+11%
增持
XLK
SELECT SECTOR SPDR TR
+$1.1M
5,727
+409%
增持
AVGO
BROADCOM INC
+$1.1M
7,454
+1238%
增持
GOOGL
ALPHABET INC
+$802.4K
11,322
+18%
增持
FLOT
ISHARES TR
+$783.7K
15,406
+513433%
建仓
SGOV
ISHARES TR
+$783.3K
7,808
增持
JPM
JPMORGAN CHASE & CO.
+$729.8K
5,727
+52%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$690.5K
3,547
+38%
清仓
UNH
UNITEDHEALTH GROUP INC
-$673.9K
0
-100%
减持
TSLA
TESLA INC
+$614.9K
4,254
-4%
增持
WMT
WALMART INC
+$605.0K
8,650
+672%
增持
GOOG
ALPHABET INC
+$567.1K
8,839
+12%
建仓
IEMG
ISHARES INC
+$560.1K
10,725
清仓
ADBE
ADOBE INC
-$544.1K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$468.6K
1,712
-58%
减持
SPEM
SPDR INDEX SHS FDS
-$453.9K
88,149
-19%
增持
CSCO
CISCO SYS INC
+$426.9K
7,212
+360500%
增持
PM
PHILIP MORRIS INTL INC
+$406.8K
3,382
+169000%
增持
ORCL
ORACLE CORP
+$400.9K
3,299
+134%
增持
XLF
SELECT SECTOR SPDR TR
+$396.9K
10,635
+242%
增持
BAC
BANK AMERICA CORP
+$385.5K
15,257
+80%
增持
COST
COSTCO WHSL CORP NEW
+$376.8K
835
+42%
清仓
EAGG
ISHARES TR
-$371.7K
0
-100%
增持
NFLX
NETFLIX INC
+$365.8K
724
+26%
清仓
INTC
INTEL CORP
-$338.7K
0
-100%
清仓
—
LINDE PLC
-$326.9K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$321.8K
0
-100%
清仓
AMGN
AMGEN INC
-$310.2K
0
-100%
增持
XLY
SELECT SECTOR SPDR TR
+$309.2K
1,806
+236%
增持
XLC
SELECT SECTOR SPDR TR
+$285.7K
3,706
+268%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$284.6K
0
-100%
增持
V
VISA INC
+$276.4K
3,042
+16%
增持
INTU
INTUIT
+$254.5K
569
+245%
增持
ABT
ABBOTT LABS
+$250.7K
3,345
+188%
清仓
KO
COCA COLA CO
-$242.1K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$241.3K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$238.0K
1,526
+15%
清仓
MRK
MERCK & CO INC
-$235.3K
0
-100%
清仓
QCOM
QUALCOMM INC
-$234.2K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$226.6K
4,009
+133533%
增持
XLI
SELECT SECTOR SPDR TR
+$216.7K
2,234
+228%
增持
WFC
WELLS FARGO CO NEW
+$205.7K
6,052
+36%
清仓
CAT
CATERPILLAR INC
-$202.8K
0
-100%
增持
CRM
SALESFORCE INC
+$190.5K
1,803
+15%
增持
T
AT&T INC
+$187.7K
12,469
+117%
清仓
OKE
ONEOK INC NEW
-$187.7K
0
-100%
清仓
UNP
UNION PAC CORP
-$184.7K
0
-100%
增持
MS
MORGAN STANLEY
+$183.0K
2,480
+80%
清仓
NKE
NIKE INC
-$181.7K
0
-100%
增持
HD
HOME DEPOT INC
+$178.7K
2,031
+15%
清仓
TXN
TEXAS INSTRS INC
-$176.4K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$176.4K
0
-100%
增持
DE
DEERE & CO
+$173.1K
486
+493%
减持
LLY
ELI LILLY & CO
-$172.9K
744
-42%
清仓
COP
CONOCOPHILLIPS
-$170.6K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$168.0K
536
+49%
清仓
CL
COLGATE PALMOLIVE CO
-$165.4K
0
-100%
增持
DIS
DISNEY WALT CO
+$151.7K
2,714
+63%
清仓
SPMD
SPDR SER TR
-$151.2K
0
-100%
清仓
GWW
GRAINGER W W INC
-$150.8K
0
-100%
清仓
EXPD
EXPEDITORS INTL WASH INC
-$148.2K
0
-100%
清仓
SPSM
SPDR SER TR
-$146.7K
0
-100%
增持
HON
HONEYWELL INTL INC
+$145.7K
1,384
+74%
清仓
BA
BOEING CO
-$143.9K
0
-100%
清仓
BNY
BANK NEW YORK MELLON CORP
-$138.2K
0
-100%
清仓
A
AGILENT TECHNOLOGIES INC
-$135.3K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$133.9K
0
-100%
增持
TFPN
TIDAL TR II
+$133.7K
155,711
+2%
增持
RTX
RTX CORPORATION
+$131.8K
1,937
+76%
增持
TMUS
T-MOBILE US INC
+$131.3K
1,027
+73%
清仓
LOW
LOWES COS INC
-$129.7K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$126.5K
5,713
+1%
清仓
MDLZ
MONDELEZ INTL INC
-$125.6K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$119.0K
0
-100%
清仓
ZTS
ZOETIS INC
-$116.3K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$112.4K
1,687
+7%
增持
SCHW
SCHWAB CHARLES CORP
+$111.2K
3,066
+82%
清仓
XLV
SELECT SECTOR SPDR TR
-$111.0K
0
-100%
增持
MCD
MCDONALDS CORP
+$107.6K
1,299
+43%
清仓
XYL
XYLEM INC
-$104.8K
0
-100%
清仓
—
FERGUSON PLC NEW
-$104.6K
0
-100%
清仓
PRU
PRUDENTIAL FINL INC
-$104.4K
0
-100%
增持
C
CITIGROUP INC
+$103.2K
3,276
+32%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$103.0K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
+$99.1K
1,058
-8%
清仓
SO
SOUTHERN CO
-$98.0K
0
-100%
清仓
USB
US BANCORP DEL
-$96.6K
0
-100%
清仓
SUSA
ISHARES TR
-$94.8K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$94.6K
0
-100%
清仓
LNG
CHENIERE ENERGY INC
-$93.2K
0
-100%
清仓
GD
GENERAL DYNAMICS CORP
-$92.7K
0
-100%
清仓
WAT
WATERS CORP
-$92.5K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$92.0K
0
-100%
清仓
FDX
FEDEX CORP
-$89.0K
0
-100%
清仓
—
JOHNSON CTLS INTL PLC
-$88.0K
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$82.5K
0
-100%
清仓
MMM
3M CO
-$80.7K
0
-100%
减持
ECL
ECOLAB INC
-$79.4K
975
-37%
清仓
CBRE
CBRE GROUP INC
-$78.3K
0
-100%
减持
ABBV
ABBVIE INC
-$77.3K
1,440
-33%
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$77.2K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$73.5K
0
-100%
清仓
IAU
ISHARES GOLD TR
-$71.5K
0
-100%
清仓
EQIX
EQUINIX INC
-$70.9K
0
-100%
清仓
NOW
SERVICENOW INC
-$70.6K
0
-100%
清仓
ADSK
AUTODESK INC
-$69.9K
0
-100%
清仓
AIG
AMERICAN INTL GROUP INC
-$69.3K
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$67.4K
0
-100%
清仓
—
MEDTRONIC PLC
-$67.2K
0
-100%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$66.2K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$65.9K
0
-100%
清仓
WELL
WELLTOWER INC
-$62.4K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$62.3K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$61.7K
0
-100%
清仓
VLO
VALERO ENERGY CORP
-$61.4K
0
-100%
清仓
IDXX
IDEXX LABS INC
-$60.5K
0
-100%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$59.9K
0
-100%
清仓
MCO
MOODYS CORP
-$59.0K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$57.6K
0
-100%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$56.9K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$56.4K
0
-100%
清仓
MET
METLIFE INC
-$56.3K
0
-100%
清仓
COF
CAPITAL ONE FINL CORP
-$55.3K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$55.3K
0
-100%
清仓
TGT
TARGET CORP
-$53.8K
0
-100%
清仓
EMR
EMERSON ELEC CO
-$52.5K
0
-100%
清仓
BKR
BAKER HUGHES COMPANY
-$49.0K
0
-100%
清仓
—
LAM RESEARCH CORP
-$48.6K
0
-100%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$46.8K
0
-100%
清仓
HAL
HALLIBURTON CO
-$46.2K
0
-100%
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$46.0K
0
-100%
清仓
SPXL
DIREXION SHS ETF TR
-$45.9K
0
-100%
