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Valtinson Bruner Financial Planning LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Valtinson Bruner Financial Planning LLC
报告期 2026-03-31 · CIK 0001761450
持仓数
171
前50大市值合计
$312.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 101 项
建仓 8
增持 31
减持 59
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
SPIP
SPDR SER TR
-$14.5M
34,010
-94%
增持
UTHY
RBB FD INC
+$8.8M
374,055
+123%
增持
UTWY
RBB FD INC
+$8.6M
363,749
+115%
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
SCHI
SCHWAB STRATEGIC TR
+$4.9M
112,140
增持
AAPL
APPLE INC
+$3.9M
28,806
+130%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$2.5M
54,136
减持
SCHO
SCHWAB STRATEGIC TR
-$2.1M
18,604
-70%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.7M
327,837
+17%
减持
SPAB
SPDR SER TR
-$1.5M
134,330
-31%
建仓
TLT
ISHARES TR
+$1.4M
15,256
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$1.4M
24,181
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$981.3K
201,073
+15%
减持
TBIL
RBB FD INC
-$875.3K
121,952
-13%
减持
BMAY
INNOVATOR ETFS TRUST
+$464.2K
226,156
-1%
减持
UTEN
RBB FD INC
-$395.7K
161,668
-4%
增持
SPEM
SPDR INDEX SHS FDS
+$375.0K
175,730
+2%
减持
FAPR
FIRST TR EXCHNG TRADED FD VI
+$373.8K
164,768
-1%
减持
—
MEDTRONIC PLC
-$311.9K
24,963
-4%
减持
SPYM
SPDR SER TR
+$308.4K
207,875
-2%
建仓
NFLX
NETFLIX INC
+$270.0K
400
减持
COWZ
PACER FDS TR
-$254.4K
57,046
-1%
增持
AMZN
AMAZON COM INC
+$251.7K
5,342
+23%
增持
MSFT
MICROSOFT CORP
+$229.5K
5,152
+5%
建仓
HWKN
HAWKINS INC
+$223.4K
2,455
建仓
IWF
ISHARES TR
+$221.3K
607
建仓
NJAN
INNOVATOR ETFS TRUST
+$214.5K
4,730
清仓
VNQI
VANGUARD INTL EQUITY INDEX F
-$201.1K
0
-100%
增持
SPYV
SPDR SER TR
-$195.8K
203,578
+1%
减持
AMP
AMERIPRISE FINL INC
-$183.3K
708
-36%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$165.5K
2,437
-11%
增持
QQQ
INVESCO QQQ TR
+$158.0K
4,179
+1%
增持
NVDA
NVIDIA CORPORATION
+$147.5K
4,573
+890%
增持
ECL
ECOLAB INC
+$143.1K
7,309
+6%
增持
GGG
GRACO INC
-$136.2K
9,925
+0%
增持
GOOGL
ALPHABET INC
+$118.3K
3,230
+4%
减持
OTTR
OTTER TAIL CORP
-$118.0K
4,937
-23%
减持
KAPR
INNOVATOR ETFS TRUST
-$113.7K
156,584
-1%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$112.1K
26,176
-2%
减持
BAPR
INNOVATOR ETFS TRUST
+$100.9K
99,419
-1%
减持
—
LISTED FD TR
+$94.1K
79,387
-0%
减持
POCT
INNOVATOR ETFS TRUST
+$91.3K
151,674
-1%
增持
VB
VANGUARD INDEX FDS
-$79.1K
13,216
+2%
增持
VOO
VANGUARD INDEX FDS
+$64.1K
2,583
+1%
减持
NAPR
INNOVATOR ETFS TRUST
+$61.7K
46,971
-2%
减持
QJUN
FIRST TR EXCHNG TRADED FD VI
+$61.0K
117,606
-2%
清仓
—
DIREXION SHS ETF TR
-$61.0K
0
-100%
减持
FJUN
FIRST TR EXCHNG TRADED FD VI
-$60.9K
71,435
-5%
减持
—
LISTED FD TR
+$56.5K
60,314
-1%
增持
VTI
VANGUARD INDEX FDS
+$51.6K
5,240
+1%
减持
BSTP
INNOVATOR ETFS TRUST
+$51.3K
53,991
-1%
减持
PSEP
INNOVATOR ETFS TRUST
+$50.4K
55,042
-0%
减持
FSEP
FIRST TR EXCHNG TRADED FD VI
+$47.3K
42,511
-0%
减持
BUFG
FIRST TR EXCHNG TRADED FD VI
+$47.0K
106,603
-1%
增持
KJAN
INNOVATOR ETFS TRUST
+$46.0K
10,085
+17%
减持
—
LISTED FD TR
+$45.8K
58,430
-1%
减持
QSPT
FIRST TR EXCHNG TRADED FD VI
+$41.3K
39,263
-0%
减持
USFR
WISDOMTREE TR
-$40.0K
5,865
-12%
减持
SPY
SPDR S&P 500 ETF TR
+$38.2K
2,748
-1%
减持
GWX
SPDR INDEX SHS FDS
-$36.2K
9,139
-9%
增持
VO
VANGUARD INDEX FDS
-$34.2K
9,432
+2%
减持
NJUL
INNOVATOR ETFS TRUST
-$32.1K
19,011
-6%
减持
SPYG
SPDR SER TR
+$31.6K
4,580
-0%
减持
SPMD
SPDR SER TR
-$31.5K
7,802
-4%
增持
PMAY
INNOVATOR ETFS TRUST
+$30.6K
8,762
+6%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
+$29.7K
27,547
-0%
减持
BSEP
INNOVATOR ETFS TRUST
+$29.5K
22,233
-0%
减持
BJUL
INNOVATOR ETFS TRUST
+$29.4K
21,612
-0%
减持
NOCT
INNOVATOR ETFS TRUST
+$29.1K
36,382
-1%
减持
BFEB
INNOVATOR ETFS TRUST
-$28.7K
57,372
-5%
减持
KOCT
INNOVATOR ETFS TRUST
-$27.1K
129,772
-1%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$27.1K
12,141
+1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$26.7K
13,497
-2%
减持
FOCT
FIRST TR EXCHNG TRADED FD VI
-$26.0K
78,891
-3%
增持
TGT
TARGET CORP
-$24.8K
4,103
+15%
减持
GLDM
WORLD GOLD TR
+$24.6K
19,977
-2%
增持
BUFT
FIRST TR EXCHNG TRADED FD VI
+$24.5K
36,730
+1%
减持
FDEC
FIRST TR EXCHNG TRADED FD VI
+$24.3K
19,689
-0%
减持
DCI
DONALDSON INC
-$23.2K
2,901
-6%
增持
CAT
CATERPILLAR INC
-$19.5K
677
+1%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$18.9K
43,146
-4%
增持
SPDW
SPDR INDEX SHS FDS
-$18.7K
215,247
+2%
增持
WFC
WELLS FARGO CO NEW
+$17.8K
11,088
+0%
清仓
LUMN
LUMEN TECHNOLOGIES INC
-$17.0K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$15.4K
1,851
-4%
减持
BAUG
INNOVATOR ETFS TRUST
+$15.0K
14,162
-2%
减持
SCHP
SCHWAB STRATEGIC TR
-$14.7K
4,046
-6%
减持
BOCT
INNOVATOR ETFS TRUST
-$13.5K
13,637
-5%
减持
—
LISTED FD TR
-$13.1K
12,750
-6%
减持
FNOV
FIRST TR EXCHNG TRADED FD VI
+$12.3K
10,275
-0%
增持
BAC
BANK AMERICA CORP
+$11.0K
5,899
+0%
增持
SYK
STRYKER CORPORATION
-$10.8K
652
+0%
减持
PFEB
INNOVATOR ETFS TRUST
-$10.0K
15,187
-5%
减持
ESGU
ISHARES TR
+$8.7K
2,097
-0%
减持
XEL
XCEL ENERGY INC
-$8.6K
21,693
-0%
减持
VUG
VANGUARD INDEX FDS
+$7.6K
600
-5%
增持
XLE
SELECT SECTOR SPDR TR
-$7.1K
2,692
+1%
减持
EEM
ISHARES TR
-$6.6K
5,760
-6%
增持
JPM
JPMORGAN CHASE & CO.
+$5.5K
1,323
+1%
增持
INTU
INTUIT
+$5.1K
613
+0%
减持
PDEC
INNOVATOR ETFS TRUST
+$4.0K
9,350
-1%
减持
GLD
SPDR GOLD TR
-$1.0K
1,019
-5%
