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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 144 项
建仓 16
增持 66
减持 56
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
SPDW
SPDR INDEX SHS FDS
-$3.9M
177,448
-42%
增持
SPYM
SPDR SERIES TRUST
+$3.6M
194,522
+21%
增持
ICSH
ISHARES TR
+$3.4M
767,895
+10%
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
MSFT
MICROSOFT CORP
+$2.8M
10,154
+73%
增持
VUSB
VANGUARD BD INDEX FDS
+$2.7M
397,267
+16%
减持
KAPR
INNOVATOR ETFS TRUST
-$2.2M
16,575
-81%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.6M
644,302
+1%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$1.5M
407,058
+1%
建仓
VXF
VANGUARD INDEX FDS
+$1.3M
6,510
增持
SPYV
SPDR SERIES TRUST
+$1.0M
236,858
+7%
增持
VB
VANGUARD INDEX FDS
+$847.0K
14,567
+24%
减持
TLT
ISHARES TR
-$679.4K
50,603
-10%
增持
FISR
SSGA ACTIVE TR
+$661.6K
33,349
+331%
减持
ZROZ
PIMCO ETF TR
-$648.3K
49,748
-11%
建仓
CVLC
MORGAN STANLEY ETF TRUST
+$628.4K
8,211
增持
NVDA
NVIDIA CORPORATION
+$598.9K
6,222
+76%
增持
EDV
VANGUARD WORLD FD
+$588.7K
294,107
+9%
增持
VTI
VANGUARD INDEX FDS
+$565.2K
7,214
+22%
增持
GLDM
WORLD GOLD TR
+$529.8K
22,286
+48%
减持
SPEM
SPDR INDEX SHS FDS
-$419.1K
180,873
-13%
清仓
EAPR
INNOVATOR ETFS TRUST
-$387.9K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$373.0K
11,171
+5%
减持
UNH
UNITEDHEALTH GROUP INC
-$372.5K
1,747
-0%
清仓
VTEB
VANGUARD MUN BD FDS
-$365.2K
0
-100%
增持
XTWY
BONDBLOXX ETF TRUST
+$356.5K
477,925
+6%
增持
QQQ
INVESCO QQQ TR
+$344.2K
4,102
+0%
减持
BMAY
INNOVATOR ETFS TRUST
+$343.6K
214,655
-2%
建仓
BIL
SPDR SERIES TRUST
+$339.7K
3,703
增持
VOO
VANGUARD INDEX FDS
+$330.0K
3,687
+7%
清仓
MINN
TRUST FOR PROFESSIONAL MANAG
-$281.1K
0
-100%
增持
FOCT
FIRST TR EXCHNG TRADED FD VI
+$271.3K
75,093
+1%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$266.9K
15,198
-1%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$263.5K
1,287
建仓
IYW
ISHARES TR
+$257.7K
1,487
建仓
NFLX
NETFLIX INC
+$255.0K
190
建仓
SPIB
SPDR SERIES TRUST
+$254.3K
7,574
清仓
FJAN
FIRST TR EXCHNG TRADED FD VI
-$243.2K
0
-100%
增持
AAPL
APPLE INC
+$235.8K
17,659
+16%
减持
BMAR
INNOVATOR ETFS TRUST
+$234.6K
77,709
-1%
清仓
UTWO
RBB FD INC
-$230.0K
0
-100%
建仓
RY
ROYAL BK CDA
+$226.4K
1,721
建仓
AVGO
BROADCOM INC
+$224.1K
813
建仓
UFIV
RBB FD INC
+$221.4K
4,498
建仓
V
VISA INC
+$220.1K
620
建仓
GOOG
ALPHABET INC
+$216.9K
1,223
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$211.0K
532
减持
—
LISTED FDS TR
+$207.3K
71,989
-1%
建仓
MTUM
ISHARES TR
+$205.0K
853
清仓
BP
BP PLC
-$201.6K
0
-100%
建仓
JANH
INNOVATOR ETFS TRUST
+$201.4K
8,172
建仓
BSX
BOSTON SCIENTIFIC CORP
+$200.7K
1,869
增持
AMZN
AMAZON COM INC
+$191.7K
5,490
+3%
减持
BUFG
FIRST TR EXCHNG TRADED FD VI
+$189.1K
107,921
-0%
减持
FJUN
FIRST TR EXCHNG TRADED FD VI
+$187.5K
66,954
-2%
增持
SPYG
SPDR SERIES TRUST
+$186.8K
5,907
+26%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$185.7K
2,852
-3%
增持
HON
HONEYWELL INTL INC
+$183.0K
7,188
+2%
增持
IVV
ISHARES TR
+$178.7K
647
+63%
减持
—
LISTED FDS TR
+$173.3K
58,588
-1%
增持
SRLN
SSGA ACTIVE ETF TR
+$169.0K
9,505
+73%
减持
BFEB
INNOVATOR ETFS TRUST
+$167.8K
55,177
-0%
增持
SPAB
SPDR SERIES TRUST
+$165.8K
14,704
+78%
减持
FAPR
FIRST TR EXCHNG TRADED FD VI
+$157.3K
156,640
-1%
增持
WFC
WELLS FARGO CO NEW
+$150.7K
17,860
+0%
增持
ECL
ECOLAB INC
+$129.9K
7,189
+1%
增持
VUG
VANGUARD INDEX FDS
+$127.8K
1,727
+2%
减持
—
LISTED FDS TR
+$120.7K
52,896
-2%
增持
FDEC
FIRST TR EXCHNG TRADED FD VI
+$118.5K
22,883
+5%
增持
INTU
INTUIT
+$114.1K
622
+2%
减持
XEL
XCEL ENERGY INC
-$111.8K
20,261
-4%
增持
CERY
SPDR SERIES TRUST
+$105.2K
47,238
+11%
减持
TLH
ISHARES TR
-$103.1K
5,229
-14%
减持
SPIP
SPDR SERIES TRUST
-$94.8K
13,676
-20%
减持
KOCT
INNOVATOR ETFS TRUST
+$89.2K
119,242
-2%
增持
GOOGL
ALPHABET INC
+$86.5K
3,233
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$84.8K
1,489
+5%
增持
COST
COSTCO WHSL CORP NEW
+$80.8K
583
+11%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$78.9K
38,574
-3%
减持
NOCT
INNOVATOR ETFS TRUST
+$78.8K
22,954
-3%
增持
BJAN
INNOVATOR ETFS TRUST
+$78.6K
12,944
+6%
增持
IVW
ISHARES TR
+$74.4K
2,728
+12%
减持
HWKN
HAWKINS INC
+$70.7K
2,060
-2%
减持
—
MEDTRONIC PLC
-$70.3K
18,142
-1%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
+$67.8K
25,111
-2%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$65.7K
26,028
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$64.4K
2,710
-6%
减持
TGT
TARGET CORP
-$59.7K
3,467
-10%
减持
META
META PLATFORMS INC
+$59.1K
394
-2%
增持
LCTU
BLACKROCK ETF TRUST
+$55.2K
5,221
+7%
减持
SCHX
SCHWAB STRATEGIC TR
+$54.8K
25,881
-1%
减持
SCHO
SCHWAB STRATEGIC TR
-$54.8K
15,982
-12%
减持
UTHY
RBB FD INC
-$54.0K
14,097
-5%
增持
ESGU
ISHARES TR
+$51.2K
3,044
+3%
增持
IWF
ISHARES TR
+$46.4K
651
+2%
增持
BAC
BANK AMERICA CORP
+$46.0K
5,985
+5%
减持
NAPR
INNOVATOR ETFS TRUST
-$45.5K
10,637
-14%
增持
DSI
ISHARES TR
+$45.4K
2,331
+6%
减持
QJUN
FIRST TR EXCHNG TRADED FD VI
+$41.3K
16,363
-2%
增持
GLD
SPDR GOLD TR
+$41.2K
1,276
+6%
增持
PAPR
INNOVATOR ETFS TRUST
+$40.6K
17,237
+2%
减持
CBZ
CBIZ INC
-$40.0K
8,868
-0%
减持
PJAN
INNOVATOR ETFS TRUST
+$39.4K
20,123
-1%
增持
SYK
STRYKER CORPORATION
+$38.9K
710
+9%
减持
GWX
SPDR INDEX SHS FDS
+$34.3K
8,957
-4%
增持
COWZ
PACER FDS TR
+$33.6K
55,010
+0%
减持
CAT
CATERPILLAR INC
+$30.2K
635
-3%
增持
GGG
GRACO INC
+$28.5K
11,318
+0%
增持
USVN
RBB FD INC
+$28.4K
6,653
+9%
减持
FNOV
FIRST TR EXCHNG TRADED FD VI
+$28.4K
9,879
-1%
增持
SLV
ISHARES SILVER TR
+$28.2K
6,998
+8%
减持
ITOT
ISHARES TR
+$26.1K
3,268
-4%
减持
BDEC
INNOVATOR ETFS TRUST
-$24.9K
10,682
-12%
增持
LMT
LOCKHEED MARTIN CORP
+$24.1K
593
+6%
增持
QUS
SPDR SERIES TRUST
+$23.9K
3,435
+0%
减持
KJUL
INNOVATOR ETFS TRUST
-$23.5K
10,057
-11%
增持
XLE
SELECT SECTOR SPDR TR
-$21.7K
2,770
+1%
减持
VV
VANGUARD INDEX FDS
-$21.6K
928
-17%
减持
PNOV
INNOVATOR ETFS TRUST
-$18.4K
5,463
-13%
减持
PDEC
INNOVATOR ETFS TRUST
+$17.3K
8,750
-1%
减持
BAPR
INNOVATOR ETFS TRUST
+$17.2K
23,387
-4%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$16.7K
20,413
+2%
减持
IEFA
ISHARES TR
-$14.7K
2,486
-15%
增持
ABT
ABBOTT LABS
+$13.4K
2,410
+2%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$13.4K
17,357
+3%
增持
TBIL
RBB FD INC
+$13.1K
16,063
+2%
增持
SBUX
STARBUCKS CORP
-$13.1K
2,210
+1%
减持
EEM
ISHARES TR
+$12.6K
4,891
-4%
减持
PAUG
INNOVATOR ETFS TRUST
-$12.6K
7,509
-10%
减持
NJAN
INNOVATOR ETFS TRUST
+$11.4K
4,505
-4%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$10.7K
19,471
+1%
减持
PMAY
INNOVATOR ETFS TRUST
-$8.9K
8,066
-8%
增持
ENB
ENBRIDGE INC
+$7.7K
4,758
+1%
增持
BSJT
INVESCO EXCH TRD SLF IDX FD
+$6.7K
11,535
+1%
增持
BIZD
VANECK ETF TRUST
-$6.6K
14,528
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$6.5K
10,881
-10%
增持
UTWY
RBB FD INC
-$5.4K
6,493
+1%
增持
YYY
AMPLIFY ETF TR
+$5.4K
14,102
+1%
减持
SPMD
SPDR SERIES TRUST
+$4.2K
7,380
-5%
增持
TRV
TRAVELERS COMPANIES INC
+$3.8K
868
+1%
增持
—
OXFORD LANE CAP CORP
-$2.4K
12,622
+8%
减持
PFEB
INNOVATOR ETFS TRUST
-$987
14,221
-6%
增持
UTEN
RBB FD INC
+$503
5,555
+0%
减持
USXF
ISHARES TR
+$461
4,904
-13%
增持
OBIL
RBB FD INC
+$396
9,987
+0%
