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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 121 项
建仓 11
增持 42
减持 65
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
XTWY
BONDBLOXX ETF TRUST
-$6.7M
555,560
-13%
减持
EDV
VANGUARD WORLD FD
-$6.1M
348,099
-6%
建仓
ZROZ
PIMCO ETF TR
+$5.0M
72,959
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
TLT
ISHARES TR
+$5.0M
71,005
+465%
增持
ICSH
ISHARES TR
+$3.1M
278,626
+29%
建仓
TLH
ISHARES TR
+$2.2M
21,733
减持
UTWY
RBB FD INC
-$1.9M
6,694
-86%
减持
SPDW
SPDR INDEX SHS FDS
-$1.9M
216,357
-12%
减持
UTHY
RBB FD INC
-$1.7M
14,924
-70%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.4M
478,776
+8%
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$1.2M
0
-100%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$1.1M
301,206
+9%
增持
SCHI
SCHWAB STRATEGIC TR
+$757.7K
100,007
+218%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$736.7K
64,688
-17%
减持
UTEN
RBB FD INC
-$674.1K
5,538
-72%
增持
SPYM
SPDR SER TR
+$488.2K
209,393
+1%
建仓
BSJR
INVESCO EXCH TRD SLF IDX FD
+$395.1K
17,636
增持
WFC
WELLS FARGO CO NEW
+$367.8K
20,147
+9%
增持
SPYV
SPDR SER TR
-$351.5K
218,468
+0%
建仓
LCTU
BLACKROCK ETF TRUST
+$349.6K
5,458
建仓
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$340.9K
14,648
清仓
SPAB
SPDR SER TR
-$333.2K
0
-100%
建仓
BSJS
INVESCO EXCH TRD SLF IDX FD
+$322.5K
14,877
增持
SCHO
SCHWAB STRATEGIC TR
-$312.3K
19,561
+22%
增持
AAPL
APPLE INC
+$290.6K
15,426
+1%
建仓
USVN
RBB FD INC
+$285.3K
6,082
建仓
DSI
ISHARES TR
+$260.1K
2,359
建仓
USXF
ISHARES TR
+$254.7K
5,122
减持
TBIL
RBB FD INC
-$253.7K
11,552
-30%
增持
SPEM
SPDR INDEX SHS FDS
-$231.7K
198,395
+4%
建仓
AVGO
BROADCOM INC
+$228.5K
985
减持
SPIP
SPDR SER TR
-$220.9K
18,439
-30%
清仓
DCI
DONALDSON INC
-$213.8K
0
-100%
建仓
IVW
ISHARES TR
+$205.8K
2,027
减持
ECL
ECOLAB INC
-$200.4K
7,109
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$198.7K
1,727
-6%
增持
FDEC
FIRST TR EXCHNG TRADED FD VI
+$185.9K
23,509
+19%
减持
KOCT
INNOVATOR ETFS TRUST
-$182.0K
122,110
-5%
减持
AMZN
AMAZON COM INC
+$175.0K
5,468
-1%
增持
BDEC
INNOVATOR ETFS TRUST
+$173.8K
12,146
+50%
增持
—
MEDTRONIC PLC
-$160.1K
23,933
+4%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$140.2K
25,415
-2%
增持
MSFT
MICROSOFT CORP
+$139.9K
5,720
+8%
增持
VOO
VANGUARD INDEX FDS
+$133.4K
2,765
+8%
减持
COWZ
PACER FDS TR
-$124.6K
55,699
-2%
减持
CBZ
CBIZ INC
+$123.1K
8,919
-1%
减持
—
LISTED FD TR
-$114.7K
74,702
-2%
减持
COST
COSTCO WHSL CORP NEW
-$114.1K
634
-19%
增持
VUG
VANGUARD INDEX FDS
+$100.2K
1,638
+10%
增持
UTWO
RBB FD INC
+$97.5K
6,896
+44%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$97.3K
12,703
-5%
增持
FJUN
FIRST TR EXCHNG TRADED FD VI
+$96.2K
68,345
+1%
减持
—
LISTED FD TR
-$94.4K
54,143
-3%
减持
QQQ
INVESCO QQQ TR
+$93.8K
4,115
-0%
增持
GLDM
WORLD GOLD TR
+$91.2K
24,013
+8%
减持
NVDA
NVIDIA CORPORATION
-$86.6K
4,014
-22%
减持
BSTP
INNOVATOR ETFS TRUST
-$86.5K
50,334
-6%
减持
BMAY
INNOVATOR ETFS TRUST
+$86.0K
222,088
-1%
增持
BUFG
FIRST TR EXCHNG TRADED FD VI
+$84.5K
107,922
+2%
增持
VSS
VANGUARD INTL EQUITY INDEX F
-$82.4K
14,114
+5%
增持
ESGU
ISHARES TR
+$75.2K
2,638
+26%
增持
BJAN
INNOVATOR ETFS TRUST
+$69.6K
12,156
+10%
减持
—
LISTED FD TR
-$67.8K
59,463
-1%
增持
BNOV
INNOVATOR ETFS TRUST
+$67.1K
18,450
+7%
减持
NAPR
INNOVATOR ETFS TRUST
+$63.6K
46,353
-1%
减持
EAPR
INNOVATOR ETFS TRUST
-$57.9K
14,686
-9%
减持
BMAR
INNOVATOR ETFS TRUST
-$57.3K
78,711
-4%
减持
FOCT
FIRST TR EXCHNG TRADED FD VI
-$55.3K
76,729
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$54.7K
2,778
+6%
增持
JPM
JPMORGAN CHASE & CO.
+$52.4K
1,480
+3%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$51.5K
25,652
-6%
增持
TGT
TARGET CORP
-$51.2K
3,931
+5%
减持
BFEB
INNOVATOR ETFS TRUST
+$50.2K
56,285
-1%
增持
VTI
VANGUARD INDEX FDS
+$49.7K
5,301
+1%
减持
QJUN
FIRST TR EXCHNG TRADED FD VI
+$48.4K
74,558
-1%
减持
POCT
INNOVATOR ETFS TRUST
-$47.3K
144,652
-2%
减持
FSEP
FIRST TR EXCHNG TRADED FD VI
-$47.2K
40,313
-4%
减持
IYW
ISHARES TR
-$46.1K
1,329
-22%
减持
GOOGL
ALPHABET INC
+$43.2K
3,256
-6%
增持
SPYG
SPDR SER TR
+$39.8K
4,906
+4%
减持
BAPR
INNOVATOR ETFS TRUST
-$36.7K
60,705
-3%
减持
ITOT
ISHARES TR
-$35.4K
3,268
-10%
减持
GWX
SPDR INDEX SHS FDS
-$33.6K
8,913
-2%
减持
KAPR
INNOVATOR ETFS TRUST
-$32.7K
87,843
-2%
减持
EEM
ISHARES TR
-$32.3K
5,409
-4%
减持
—
LISTED FD TR
-$31.3K
12,224
-4%
减持
QSPT
FIRST TR EXCHNG TRADED FD VI
+$29.9K
39,073
-0%
增持
IVV
ISHARES TR
+$29.6K
396
+12%
增持
GLD
SPDR GOLD TR
+$29.5K
1,162
+12%
减持
FAPR
FIRST TR EXCHNG TRADED FD VI
-$26.5K
159,963
-2%
增持
PFEB
INNOVATOR ETFS TRUST
+$26.1K
15,582
+3%
增持
BAC
BANK AMERICA CORP
+$25.3K
5,901
+0%
减持
XEL
XCEL ENERGY INC
-$19.8K
20,795
-5%
减持
PAUG
INNOVATOR ETFS TRUST
-$18.3K
19,781
-4%
增持
CAT
CATERPILLAR INC
-$17.2K
680
+1%
减持
NJUL
INNOVATOR ETFS TRUST
+$15.9K
8,332
-0%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$14.6K
41,320
-3%
增持
SCHX
SCHWAB STRATEGIC TR
+$14.4K
25,635
+200%
减持
VO
VANGUARD INDEX FDS
-$13.2K
10,453
-1%
减持
QUS
SPDR SER TR
-$12.9K
3,423
-1%
减持
SPMD
SPDR SER TR
-$12.4K
7,542
-3%
减持
BOCT
INNOVATOR ETFS TRUST
+$10.1K
13,626
-0%
减持
ABT
ABBOTT LABS
-$9.4K
2,384
-3%
增持
SBUX
STARBUCKS CORP
-$8.8K
2,231
+2%
增持
HWKN
HAWKINS INC
-$7.8K
2,155
+1%
增持
SCHB
SCHWAB STRATEGIC TR
+$6.8K
12,843
+200%
减持
FNOV
FIRST TR EXCHNG TRADED FD VI
-$5.5K
9,999
-2%
减持
BUFT
FIRST TR EXCHNG TRADED FD VI
+$4.8K
36,419
-1%
减持
NOCT
INNOVATOR ETFS TRUST
-$4.5K
35,276
-3%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$4.3K
5,304
-0%
增持
XLE
SELECT SECTOR SPDR TR
-$4.2K
2,729
+1%
减持
KJUL
INNOVATOR ETFS TRUST
+$3.4K
11,345
-0%
减持
SPY
SPDR S&P 500 ETF TR
-$3.2K
2,680
-2%
减持
BJUL
INNOVATOR ETFS TRUST
+$2.9K
14,879
-2%
减持
UJAN
INNOVATOR ETFS TRUST
+$2.4K
5,626
-1%
减持
PAPR
INNOVATOR ETFS TRUST
+$2.2K
25,631
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.1K
1,030
+0%
减持
PJAN
INNOVATOR ETFS TRUST
-$2.0K
20,426
-2%
减持
VB
VANGUARD INDEX FDS
+$1.4K
14,131
-1%
减持
BSEP
INNOVATOR ETFS TRUST
+$696
21,729
-2%
增持
SCHM
SCHWAB STRATEGIC TR
+$106
7,971
+200%
