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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 146 项
建仓 43
增持 47
减持 42
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
SCHD
SCHWAB STRATEGIC TR
+$5.1M
100,009
+198%
增持
FNDX
SCHWAB STRATEGIC TR
+$4.9M
76,855
+2136%
增持
SPY
SPDR S&P 500 ETF TR
+$4.8M
122,313
+4%
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
AAPL
APPLE INC
+$4.7M
52,817
+40%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.6M
14,045
+180%
建仓
COWZ
PACER FDS TR
+$3.3M
60,927
增持
QQQ
INVESCO QQQ TR
+$3.3M
7,639
+740%
建仓
FLHY
FRANKLIN TEMPLETON ETF TR
+$3.2M
135,356
增持
LLY
ELI LILLY & CO
+$2.6M
3,227
+689%
建仓
COWG
PACER FDS TR
+$2.5M
91,468
建仓
DIVO
AMPLIFY ETF TR
+$2.5M
63,424
建仓
ICOW
PACER FDS TR
+$2.4M
79,318
建仓
SCYB
SCHWAB STRATEGIC TR
+$2.2M
42,876
建仓
CALF
PACER FDS TR
+$2.2M
49,638
建仓
SCHJ
SCHWAB STRATEGIC TR
+$2.0M
42,375
建仓
IQLT
ISHARES TR
+$1.7M
44,002
增持
ABBV
ABBVIE INC
+$1.6M
13,272
+275%
建仓
XTJA
INNOVATOR ETFS TRUST
+$1.6M
59,424
增持
SCHX
SCHWAB STRATEGIC TR
+$1.6M
43,911
+117%
增持
AMZN
AMAZON COM INC
+$1.4M
13,190
+112%
建仓
IXC
ISHARES TR
+$1.3M
32,261
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$1.2M
3,732
减持
BALT
INNOVATOR ETFS TRUST
-$1.2M
16,636
-72%
建仓
CVX
CHEVRON CORP NEW
+$1.2M
7,607
建仓
ECOW
PACER FDS TR
+$1.2M
58,432
建仓
MOAT
VANECK ETF TRUST
+$1.0M
12,064
减持
SLYV
SPDR SER TR
-$977.2K
145,577
-2%
减持
SPTM
SPDR SER TR
-$891.0K
288,822
-8%
增持
XDQQ
INNOVATOR ETFS TRUST
+$797.0K
72,202
+43%
增持
GOOGL
ALPHABET INC
+$782.2K
6,463
+147%
建仓
LJAN
INNOVATOR ETFS TRUST
+$781.0K
31,746
减持
ZALT
INNOVATOR ETFS TRUST
-$779.0K
23,838
-55%
清仓
—
CONFLUENT INC
-$762.6K
0
-100%
增持
MSFT
MICROSOFT CORP
+$729.3K
6,811
+24%
增持
GLD
SPDR GOLD TR
+$713.1K
6,388
+99%
清仓
USFR
WISDOMTREE TR
-$673.2K
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$661.8K
6,978
+119%
建仓
ISEP
INNOVATOR ETFS TRUST
+$635.4K
23,344
建仓
XLU
SELECT SECTOR SPDR TR
+$632.6K
9,284
减持
VEA
VANGUARD TAX-MANAGED FDS
-$625.6K
261,429
-3%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$600.2K
3,453
建仓
SDY
SPDR SER TR
+$580.0K
4,560
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$559.5K
4,283
+252%
建仓
QDPL
PACER FDS TR
+$545.9K
14,878
减持
IWM
ISHARES TR
-$510.2K
4,613
-33%
增持
VTI
VANGUARD INDEX FDS
+$492.7K
13,586
+12%
清仓
AVUV
AMERICAN CENTY ETF TR
-$483.4K
0
-100%
减持
AVDV
AMERICAN CENTY ETF TR
-$476.0K
60,532
-10%
减持
REET
ISHARES TR
-$468.2K
123,904
-12%
减持
XBJA
INNOVATOR ETFS TRUST
-$463.9K
114,948
-15%
减持
RPM
RPM INTL INC
-$439.7K
7,700
-28%
减持
EFA
ISHARES TR
-$389.7K
12,760
-27%
建仓
INDA
ISHARES TR
+$388.2K
6,959
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$380.2K
6,707
建仓
GCOW
PACER FDS TR
+$375.1K
11,125
清仓
—
EXXON MOBIL CORP
-$374.4K
0
-100%
减持
GOOG
ALPHABET INC
-$358.6K
1,934
-59%
清仓
AVIV
AMERICAN CENTY ETF TR
-$358.4K
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$355.1K
3,896
减持
VOO
VANGUARD INDEX FDS
-$354.3K
5,913
-14%
建仓
WMT
WALMART INC
+$353.8K
5,226
建仓
VIGI
VANGUARD WHITEHALL FDS
+$353.3K
4,347
建仓
PEY
INVESCO EXCHANGE TRADED FD T
+$340.3K
17,329
清仓
AVDE
AMERICAN CENTY ETF TR
-$338.3K
0
-100%
建仓
CAFG
PACER FDS TR
+$334.9K
14,169
清仓
AVLV
AMERICAN CENTY ETF TR
-$327.8K
0
-100%
建仓
UPV
PROSHARES TR
+$325.4K
5,231
建仓
FTWO
EA SERIES TRUST
+$324.2K
11,510
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$315.3K
11,348
+136%
增持
IJH
ISHARES TR
+$312.0K
38,415
+21%
清仓
EEM
ISHARES TR
-$307.4K
0
-100%
减持
—
ISHARES INC
-$304.7K
109,216
-5%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$290.0K
8,127
+13%
建仓
PFE
PFIZER INC
+$273.7K
9,783
建仓
AEP
AMERICAN ELEC PWR CO INC
+$272.2K
3,102
建仓
FNDA
SCHWAB STRATEGIC TR
+$269.5K
4,907
清仓
—
GENERAL ELECTRIC CO
-$257.2K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO
+$247.2K
1,067
增持
NVDA
NVIDIA CORPORATION
+$246.3K
6,155
+982%
建仓
VDC
VANGUARD WORLD FD
+$243.2K
1,198
建仓
PG
PROCTER AND GAMBLE CO
+$239.0K
1,449
建仓
BOTZ
GLOBAL X FDS
+$237.1K
7,685
清仓
VZ
VERIZON COMMUNICATIONS INC
-$237.0K
0
-100%
建仓
GE
GE AEROSPACE
+$230.8K
1,452
建仓
PGX
INVESCO EXCH TRADED FD TR II
+$224.8K
19,460
减持
MUB
ISHARES TR
-$224.0K
21,344
-8%
建仓
—
EATON CORP PLC
+$223.2K
712
清仓
SCHA
SCHWAB STRATEGIC TR
-$212.2K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$208.9K
2,084
建仓
DAL
DELTA AIR LINES INC DEL
+$201.1K
4,240
减持
TTD
THE TRADE DESK INC
+$186.5K
73,668
-8%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$179.1K
36,905
-14%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$174.1K
28,844
-9%
增持
IJR
ISHARES TR
+$172.3K
16,973
+15%
增持
VV
VANGUARD INDEX FDS
+$168.0K
1,938
+47%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$165.9K
10,096
+39%
增持
META
META PLATFORMS INC
+$164.6K
1,405
+25%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$134.5K
50,303
-3%
减持
STIP
ISHARES TR
-$122.9K
14,985
-8%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$114.8K
68,463
+3%
减持
SCHF
SCHWAB STRATEGIC TR
-$114.3K
35,768
-6%
减持
SCHC
SCHWAB STRATEGIC TR
-$106.8K
11,226
-21%
增持
DTCR
GLOBAL X FDS
+$102.9K
34,084
+29%
减持
SUB
ISHARES TR
-$85.3K
20,056
-4%
增持
SPTI
SPDR SER TR
+$83.0K
311,026
+2%
增持
BND
VANGUARD BD INDEX FDS
+$80.3K
5,983
+24%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$79.8K
3,593
-2%
减持
AVEM
AMERICAN CENTY ETF TR
+$79.4K
103,621
-4%
增持
MELI
MERCADOLIBRE INC
+$77.8K
379
+5%
清仓
PLUG
PLUG POWER INC
-$75.8K
0
-100%
增持
HD
HOME DEPOT INC
+$75.2K
1,009
+42%
增持
ACWI
ISHARES TR
+$72.6K
4,325
+15%
增持
JNJ
JOHNSON & JOHNSON
-$70.9K
9,055
+3%
减持
ABT
ABBOTT LABS
-$62.2K
4,166
-4%
减持
XDSQ
INNOVATOR ETFS TRUST
+$61.9K
47,999
-2%
减持
EFV
ISHARES TR
-$52.9K
10,133
-7%
增持
AMD
ADVANCED MICRO DEVICES INC
-$49.4K
7,048
+7%
增持
IVV
ISHARES TR
+$44.2K
868
+6%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$40.9K
8,112
-8%
减持
DE
DEERE & CO
-$35.7K
907
-1%
增持
VOOV
VANGUARD ADMIRAL FDS INC
-$33.8K
10,901
+1%
增持
ESGU
ISHARES TR
+$31.7K
6,929
+0%
清仓
LTBR
LIGHTBRIDGE CORP
-$31.0K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$30.3K
314
-3%
清仓
—
FUELCELL ENERGY INC
-$29.8K
0
-100%
减持
NUSC
NUSHARES ETF TR
-$28.7K
11,527
-1%
增持
VB
VANGUARD INDEX FDS
-$23.4K
6,010
+3%
减持
VNQ
VANGUARD INDEX FDS
-$17.2K
2,598
-4%
增持
SUSC
ISHARES TR
+$15.5K
12,631
+7%
减持
ESGD
ISHARES TR
-$14.8K
8,651
-1%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$13.2K
14,000
-2%
增持
ESGE
ISHARES INC
+$12.0K
8,335
+0%
减持
XBOC
INNOVATOR ETFS TRUST
-$9.6K
17,940
-4%
增持
JPM
JPMORGAN CHASE & CO.
+$9.1K
1,099
+3%
减持
IEFA
ISHARES TR
-$9.0K
5,581
-0%
增持
QVMT
INVESCO EXCH TRADED FD TR II
+$8.2K
10,581
+6%
增持
VTEB
VANGUARD MUN BD FDS
-$7.9K
16,770
+0%
增持
SPG
SIMON PPTY GROUP INC NEW
-$6.5K
1,423
+0%
减持
UNH
UNITEDHEALTH GROUP INC
+$5.3K
423
-0%
减持
ITOT
ISHARES TR
+$4.8K
3,990
-2%
增持
SHY
ISHARES TR
+$4.5K
47,571
+0%
减持
VUG
VANGUARD INDEX FDS
+$3.9K
939
-7%
减持
OKE
ONEOK INC NEW
+$3.2K
2,692
-0%
增持
DVY
ISHARES TR
-$2.3K
1,733
+1%
减持
KO
COCA COLA CO
-$2.3K
8,717
-4%
增持
IJS
ISHARES TR
-$643
2,438
+5%
