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Capasso Planning Partners LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Capasso Planning Partners LLC
报告期 2026-03-31 · CIK 0001911938
持仓数
73
前50大市值合计
$178.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q4
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 95 项
建仓 13
增持 48
减持 19
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$6.2M
21,536
+401%
增持
TTD
THE TRADE DESK INC
+$4.6M
118,760
+1941%
增持
SHY
ISHARES TR
+$2.0M
36,952
+183%
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
SPTM
SPDR SER TR
-$1.6M
237,852
+4%
增持
AAPL
APPLE INC
-$1.2M
33,574
+2%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$1.2M
312,574
+8%
减持
VOO
VANGUARD INDEX FDS
-$1.2M
8,004
-16%
清仓
DRSK
ETF SER SOLUTIONS
-$1.1M
0
-100%
增持
SLYV
SPDR SER TR
-$959.0K
111,002
+3%
建仓
PLUG
PLUG POWER INC
+$939.0K
56,650
减持
REET
ISHARES TR
-$633.0K
109,649
-2%
减持
QQQ
INVESCO QQQ TR
-$627.0K
1,734
-44%
减持
SPTI
SPDR SER TR
-$617.0K
219,008
-6%
清仓
AVUS
AMERICAN CENTY ETF TR
-$586.0K
0
-100%
建仓
GLD
SPDR GOLD TR
+$574.0K
3,406
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$568.0K
9,654
增持
WST
WEST PHARMACEUTICAL SVSC INC
-$525.0K
4,849
+0%
减持
VTI
VANGUARD INDEX FDS
-$507.0K
9,809
-5%
增持
SUB
ISHARES TR
+$490.0K
23,952
+24%
减持
EFA
ISHARES TR
-$484.0K
11,784
-29%
建仓
QCOM
QUALCOMM INC
+$477.0K
3,733
增持
—
ISHARES INC
-$430.0K
91,601
+3%
建仓
UUP
INVESCO DB US DLR INDEX TR
+$412.0K
14,751
清仓
AVDE
AMERICAN CENTY ETF TR
-$389.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$360.0K
4,850
+2%
增持
AVDV
AMERICAN CENTY ETF TR
-$340.0K
65,283
+8%
减持
SCHC
SCHWAB STRATEGIC TR
-$321.0K
27,192
-12%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$306.0K
106,271
+6%
增持
AVEM
AMERICAN CENTY ETF TR
-$292.0K
70,263
+6%
增持
IVV
ISHARES TR
+$290.0K
1,558
+135%
清仓
EPR
EPR PPTYS
-$274.0K
0
-100%
清仓
IEP
ICAHN ENTERPRISES LP
-$262.0K
0
-100%
减持
GOOG
ALPHABET INC
-$259.0K
288
-9%
清仓
—
TWO HBRS INVT CORP
-$249.0K
0
-100%
建仓
TOTL
SSGA ACTIVE ETF TR
+$248.0K
5,874
增持
AMZN
AMAZON COM INC
-$247.0K
6,022
+2114%
建仓
PHDG
INVESCO ACTIVELY MANAGED ETF
+$245.0K
7,507
增持
AMD
ADVANCED MICRO DEVICES INC
-$232.0K
7,310
+1%
清仓
META
META PLATFORMS INC
-$230.0K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$229.0K
0
-100%
增持
STIP
ISHARES TR
+$224.0K
42,324
+9%
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$224.0K
1,687
清仓
SCHA
SCHWAB STRATEGIC TR
-$219.0K
0
-100%
建仓
SWAN
AMPLIFY ETF TR
+$211.0K
7,828
增持
VNQ
VANGUARD INDEX FDS
-$208.0K
13,042
+1%
减持
VUG
VANGUARD INDEX FDS
-$205.0K
1,094
-30%
清仓
HD
HOME DEPOT INC
-$204.0K
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$203.0K
4,003
清仓
ISTB
ISHARES TR
-$202.0K
0
-100%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$200.0K
0
-100%
增持
MUB
ISHARES TR
+$197.0K
33,336
+9%
增持
TSLA
TESLA INC
-$192.0K
771
+17%
建仓
—
FUELCELL ENERGY INC
+$190.0K
50,555
减持
GOOGL
ALPHABET INC
-$151.0K
127
-18%
增持
MSFT
MICROSOFT CORP
-$148.0K
4,593
+7%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$146.0K
83,225
+5%
增持
VB
VANGUARD INDEX FDS
-$146.0K
5,689
+5%
清仓
—
OXFORD LANE CAP CORP
-$145.0K
0
-100%
减持
EEM
ISHARES TR
-$133.0K
17,005
-6%
减持
ESGU
ISHARES TR
-$130.0K
6,471
-3%
减持
RPM
RPM INTL INC
-$123.0K
8,752
-12%
减持
SUSC
ISHARES TR
-$102.0K
10,649
-23%
建仓
BLDP
BALLARD PWR SYS INC NEW
+$98.0K
15,500
增持
DE
DEERE & CO
-$92.0K
951
+5%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$91.0K
19,182
+17%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$80.0K
2,665
-7%
减持
SCHX
SCHWAB STRATEGIC TR
-$80.0K
6,422
-6%
减持
IWM
ISHARES TR
-$77.0K
1,739
-4%
增持
IJH
ISHARES TR
-$75.0K
6,078
+13%
增持
ESGD
ISHARES TR
-$67.0K
8,449
+4%
增持
XLB
SELECT SECTOR SPDR TR
-$64.0K
5,487
+3%
减持
SCHB
SCHWAB STRATEGIC TR
-$55.0K
5,242
-3%
增持
UNP
UNION PAC CORP
-$55.0K
1,204
+5%
增持
NUSC
NUSHARES ETF TR
-$54.0K
11,255
+6%
清仓
SAN
BANCO SANTANDER S.A.
-$51.0K
0
-100%
建仓
LTBR
LIGHTBRIDGE CORP
+$49.0K
10,500
增持
SCHP
SCHWAB STRATEGIC TR
-$44.0K
10,280
+1%
增持
SPG
SIMON PPTY GROUP INC NEW
-$44.0K
4,105
+24%
增持
VOE
VANGUARD INDEX FDS
-$41.0K
2,047
+0%
增持
JNJ
JOHNSON & JOHNSON
+$36.0K
8,639
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$34.0K
3,635
-1%
增持
ABT
ABBOTT LABS
-$31.0K
3,948
+2%
增持
IJR
ISHARES TR
+$28.0K
14,668
+19%
增持
SCHD
SCHWAB STRATEGIC TR
-$24.0K
42,146
+9%
增持
—
EXXON MOBIL CORP
+$24.0K
2,706
+7%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$22.0K
37,426
+12%
增持
IJS
ISHARES TR
-$21.0K
2,291
+4%
增持
VTEB
VANGUARD MUN BD FDS
+$21.0K
10,615
+7%
增持
KO
COCA COLA CO
+$21.0K
11,324
+2%
增持
ESGE
ISHARES INC
-$20.0K
7,791
+5%
增持
ABBV
ABBVIE INC
-$17.0K
3,238
+2%
清仓
—
UPHEALTH INC
-$12.0K
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
-$11.0K
2,992
+11%
增持
PFE
PFIZER INC
+$9.0K
4,907
+2%
增持
TIP
ISHARES TR
-$4.0K
1,942
+7%
