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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 141 项
建仓 11
增持 72
减持 53
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
HWKN
HAWKINS INC
+$13.3M
88,428
+4252%
增持
ICSH
ISHARES TR
+$1.7M
764,380
+5%
增持
XTWY
BONDBLOXX ETF TRUST
+$1.4M
591,669
+7%
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
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.4M
622,088
+8%
减持
ECL
ECOLAB INC
-$1.3M
2,058
-71%
增持
SPDW
SPDR INDEX SHS FDS
+$1.2M
227,987
+10%
增持
MSFT
MICROSOFT CORP
-$945.4K
9,263
+2%
减持
ZROZ
PIMCO ETF TR
-$887.8K
19,694
-41%
减持
BUFQ
FIRST TR EXCHNG TRADED FD VI
-$749.0K
390,643
-4%
增持
SPYM
SPDR SERIES TRUST
-$721.8K
218,859
+0%
增持
EDV
VANGUARD WORLD FD
+$700.7K
330,722
+3%
增持
CERY
SPDR SERIES TRUST
+$641.6K
60,745
+16%
建仓
MCK
MCKESSON CORP
+$581.5K
672
建仓
IWB
ISHARES TR
+$408.3K
1,145
减持
VB
VANGUARD INDEX FDS
-$367.7K
17,651
-9%
增持
SRLN
SSGA ACTIVE ETF TR
+$313.7K
119,235
+10%
建仓
—
EXXON MOBIL CORP
+$309.6K
1,825
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$308.3K
5,703
建仓
WMT
WALMART INC
+$280.6K
2,257
减持
TLT
ISHARES TR
-$254.7K
46,028
-5%
减持
WFC
WELLS FARGO & CO
-$252.9K
17,789
-1%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$248.4K
634
建仓
FAZ
DIREXION SHARES ETF TRUST
+$243.6K
4,800
建仓
LQDA
LIQUIDIA CORPORATION
+$241.7K
6,405
减持
QQQ
INVESCO QQQ TR
-$239.0K
3,912
-4%
建仓
LITE
LUMENTUM HLDGS INC
+$232.6K
331
减持
VUSB
VANGUARD BD INDEX FDS
-$231.3K
340,381
-1%
建仓
BSV
VANGUARD BD INDEX FDS
+$223.9K
2,855
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$223.2K
0
-100%
增持
HON
HONEYWELL INTL INC
+$212.6K
5,897
+3%
建仓
NFLX
NETFLIX INC.
+$204.4K
2,126
增持
COST
COSTCO WHOLESALE CORPORATION
+$202.0K
689
+23%
清仓
MTUM
ISHARES TR
-$201.2K
0
-100%
增持
COWZ
PACER FDS TR
+$188.4K
52,788
+2%
增持
FISR
SSGA ACTIVE TR
+$186.5K
58,441
+15%
减持
BMAY
INNOVATOR ETFS TRUST
-$183.5K
196,415
-2%
减持
NOVZ
ELEVATION SERIES TRUST
-$175.5K
67,602
-3%
减持
DDFO
INNOVATOR ETFS TRUST
-$158.3K
491,572
-1%
增持
—
MEDTRONIC PLC
-$155.5K
18,163
+1%
清仓
YYY
AMPLIFY ETF TR
-$151.2K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$150.1K
4,123
+12%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$148.9K
11,119
+23%
减持
SPEM
SPDR INDEX SHS FDS
-$144.2K
191,350
-2%
减持
FOCT
FIRST TR EXCHNG TRADED FD VI
-$138.8K
51,390
-3%
减持
FAPR
FIRST TR EXCHNG TRADED FD VI
-$136.7K
149,695
-3%
减持
JULZ
ELEVATION SERIES TRUST
-$133.5K
57,216
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$127.4K
3,312
+14%
减持
JNK
SPDR SERIES TRUST
-$125.2K
2,368
-35%
增持
EBND
SPDR SERIES TRUST
+$115.2K
87,463
+11%
增持
EMHC
SPDR SERIES TRUST
+$113.2K
79,006
+9%
增持
VO
VANGUARD INDEX FDS
+$110.6K
11,930
+4%
增持
CAT
CATERPILLAR INC
+$109.7K
656
+6%
增持
AMZN
AMAZON COM INC
-$109.5K
6,667
+3%
减持
BMAR
INNOVATOR ETFS TRUST
-$107.3K
74,869
-2%
增持
INTU
INTUIT
-$106.2K
710
+14%
增持
GFEB
FIRST TR EXCHNG TRADED FD VI
+$104.7K
7,431
+54%
增持
SPYV
SPDR SERIES TRUST
+$103.5K
251,354
+1%
增持
GOOG
ALPHABET INC
+$101.9K
1,687
+39%
增持
TGT
TARGET CORP
+$101.2K
3,742
+4%
增持
UNH
UNITEDHEALTH GROUP INC
-$99.7K
1,715
+0%
增持
SPTL
SPDR SERIES TRUST
+$98.0K
11,802
+47%
减持
SEPZ
ELEVATION SERIES TRUST
-$92.3K
51,196
-0%
减持
VUG
VANGUARD INDEX FDS
-$88.1K
1,667
-0%
减持
TBIL
RBB FD INC
-$85.7K
12,872
-12%
减持
FJUN
FIRST TR EXCHNG TRADED FD VI
-$85.2K
65,984
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$83.0K
4,936
+1%
减持
BSJQ
INVESCO EXCH TRD SLF IDX FD
-$77.7K
14,674
-18%
减持
FDEC
FIRST TR EXCHNG TRADED FD VI
-$72.8K
21,783
-4%
增持
AAPL
APPLE INC
-$69.8K
18,908
+6%
减持
GLDM
WORLD GOLD TR
+$66.0K
13,719
-3%
减持
SCHX
SCHWAB STRATEGIC TR
-$64.4K
23,789
-5%
增持
GOOGL
ALPHABET INC
-$63.9K
3,306
+2%
增持
BUFG
FIRST TR EXCHNG TRADED FD VI
-$62.0K
108,906
+0%
增持
ABT
ABBOTT LABORATORIES
-$52.2K
2,409
+1%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$51.0K
15,786
+1%
减持
PAUG
INNOVATOR ETFS TRUST
-$50.4K
6,019
-15%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$50.0K
2,744
+2%
增持
SPIB
SPDR SERIES TRUST
+$49.8K
11,220
+16%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$48.0K
37,758
-1%
减持
BOCT
INNOVATOR ETFS TRUST
-$45.2K
13,697
-4%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$44.1K
27,261
+9%
增持
VTI
VANGUARD INDEX FDS
+$43.6K
7,831
+6%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$43.1K
1,212
-12%
增持
ENB
ENBRIDGE INC
+$42.8K
4,994
+5%
增持
BFEB
INNOVATOR ETFS TRUST
-$41.4K
47,690
+0%
增持
BSJT
INVESCO EXCH TRD SLF IDX FD
+$40.1K
14,760
+17%
增持
BSJU
INVESCO EXCH TRD SLF IDX FD
+$38.2K
10,225
+19%
减持
GLD
SPDR GOLD TR
+$37.7K
1,354
-2%
减持
ESGU
ISHARES TR
-$36.9K
2,795
-4%
减持
LCTU
BLACKROCK ETF TRUST
-$36.8K
3,926
-7%
增持
BAC
BANK AMERICA CORP
-$35.6K
6,022
+1%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$35.6K
24,303
-2%
增持
NVDA
NVIDIA CORPORATION
-$34.4K
6,970
+4%
增持
V
VISA INC
+$33.7K
831
+34%
增持
META
META PLATFORMS INC
+$33.2K
501
+30%
增持
SPMD
SPDR SERIES TRUST
+$26.9K
7,282
+4%
减持
MMM
3M CO
-$25.2K
1,581
-1%
增持
FJAN
FIRST TR EXCHNG TRADED FD VI
+$25.0K
4,539
+15%
清仓
—
STRIVE INC
-$24.5K
0
-100%
减持
FNOV
FIRST TR EXCHNG TRADED FD VI
-$23.9K
9,647
-2%
增持
LNT
ALLIANT ENERGY CORP
+$23.8K
3,399
+0%
增持
SPAB
SPDR SERIES TRUST
+$23.4K
12,738
+8%
减持
DSI
ISHARES TR
-$23.4K
1,811
-4%
减持
SLV
ISHARES SILVER TR
+$22.6K
7,246
-1%
减持
XEL
XCEL ENERGY INC
+$22.2K
14,997
-5%
增持
SYK
STRYKER CORPORATION
+$21.3K
827
+16%
减持
QSPT
FIRST TR EXCHNG TRADED FD VI
-$21.0K
11,113
-3%
增持
IVW
ISHARES TR
-$20.3K
2,897
+3%
减持
NAPR
INNOVATOR ETFS TRUST
-$20.1K
9,463
-5%
减持
GGG
GRACO INC
-$19.4K
9,956
-5%
增持
IYW
ISHARES TR
-$19.2K
1,545
+3%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$18.3K
23,257
+5%
增持
TIPX
SPDR SERIES TRUST
+$17.4K
16,608
+5%
减持
SPIP
SPDR SERIES TRUST
-$16.5K
12,835
-5%
减持
IEFA
ISHARES TR
-$14.7K
2,295
-8%
增持
BJAN
INNOVATOR ETFS TRUST
-$12.6K
13,126
+1%
增持
SPYG
SPDR SERIES TRUST
+$12.3K
5,248
+12%
减持
DCI
DONALDSON INC
-$12.0K
2,427
-1%
增持
JANH
INNOVATOR ETFS TRUST
+$11.6K
8,880
+9%
减持
QJUN
FIRST TR EXCHNG TRADED FD VI
-$9.8K
14,842
-0%
减持
USFR
WISDOMTREE TR
-$9.8K
4,574
-4%
减持
GWX
SPDR INDEX SHS FDS
+$8.8K
8,271
-1%
增持
SCHB
SCHWAB STRATEGIC TR
-$8.8K
8,319
+0%
减持
SCHO
SCHWAB STRATEGIC TR
-$8.7K
14,789
-2%
减持
KOCT
INNOVATOR ETFS TRUST
-$8.2K
42,388
-1%
减持
LMT
LOCKHEED MARTIN CORP
+$7.5K
487
-18%
增持
AVGO
BROADCOM INC
-$5.0K
893
+10%
清仓
GAU
GALIANO GOLD INC
-$4.6K
0
-100%
增持
UTHY
RBB FD INC
-$4.2K
13,250
+0%
增持
JPM
JPMORGAN CHASE & CO
+$4.0K
1,614
+10%
减持
EEM
ISHARES TR
+$4.0K
4,662
-2%
减持
BAPR
INNOVATOR ETFS TRUST
-$3.6K
22,836
-2%
增持
USVN
RBB FD INC
-$2.8K
8,595
+0%
增持
UTWY
RBB FD INC
-$2.4K
6,593
+0%
增持
OCTH
INNOVATOR ETFS TRUST
-$2.2K
16,767
+1%
增持
UTEN
RBB FD INC
-$1.4K
5,281
+0%
增持
OBIL
RBB FD INC
-$749
10,012
+0%
增持
USB
US BANCORP
+$622
4,164
+3%
增持
IVV
ISHARES TR
-$276
422
+5%
增持
UFIV
RBB FD INC
-$164
4,565
+1%
减持
PAPR
INNOVATOR ETFS TRUST
-$72
16,922
-2%
