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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 16
增持 17
减持 53
清仓 64
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$22.6M
112,328
-27%
清仓
TTD
THE TRADE DESK INC
-$8.1M
0
-100%
减持
AAPL
APPLE INC
-$5.4M
25,992
-49%
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
SCHD
SCHWAB STRATEGIC TR
-$4.3M
125,098
+37%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$3.4M
280,365
-12%
建仓
PAPR
INNOVATOR ETFS TRUST
+$2.8M
76,827
建仓
PJUL
INNOVATOR ETFS TRUST
+$2.8M
68,083
建仓
POCT
INNOVATOR ETFS TRUST
+$2.8M
70,799
建仓
PJAN
INNOVATOR ETFS TRUST
+$2.8M
65,692
建仓
XUSP
INNOVATOR ETFS TRUST
+$2.6M
64,778
减持
SPTM
SPDR SER TR
-$2.3M
259,641
-13%
减持
SUB
ISHARES TR
-$2.2M
5,683
-78%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.6M
56,159
+95%
减持
GLD
SPDR GOLD TR
-$1.5M
2,344
-73%
减持
VB
VANGUARD INDEX FDS
-$1.5M
947
-87%
增持
LJAN
INNOVATOR ETFS TRUST
+$1.5M
99,085
+160%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.5M
7,618
-80%
清仓
ICSH
ISHARES TR
-$1.4M
0
-100%
增持
FNDX
SCHWAB STRATEGIC TR
-$1.4M
132,049
+110%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.4M
9,195
-24%
清仓
—
INNOVATOR ETFS TRUST
-$1.3M
0
-100%
建仓
IAPR
INNOVATOR ETFS TRUST
+$1.3M
49,715
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$1.3M
25,001
减持
FLHY
FRANKLIN TEMPLETON ETF TR
-$1.2M
62,547
-44%
清仓
VTEB
VANGUARD MUN BD FDS
-$1.2M
0
-100%
清仓
IWM
ISHARES TR
-$1.2M
0
-100%
清仓
XBOC
INNOVATOR ETFS TRUST
-$1.2M
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$1.1M
0
-100%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$1.1M
0
-100%
建仓
RBUF
INNOVATOR ETFS TRUST
+$1.1M
42,721
减持
LLY
ELI LILLY & CO
-$1.1M
2,030
-33%
清仓
XLRE
SELECT SECTOR SPDR TR
-$1.1M
0
-100%
减持
IJH
ISHARES TR
-$1.1M
23,918
-42%
减持
SLYV
SPDR SER TR
-$1.1M
136,209
-9%
清仓
EFA
ISHARES TR
-$1.1M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$1.1M
3,963
-37%
减持
AVEM
AMERICAN CENTY ETF TR
-$1.0M
101,995
-6%
减持
IJR
ISHARES TR
-$979.4K
11,184
-42%
清仓
XDSQ
INNOVATOR ETFS TRUST
-$972.1K
0
-100%
清仓
RPM
RPM INTL INC
-$931.7K
0
-100%
减持
COWZ
PACER FDS TR
-$931.1K
32,218
-32%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$915.5K
3,727
-56%
减持
ICOW
PACER FDS TR
-$908.9K
40,278
-39%
增持
SCHX
SCHWAB STRATEGIC TR
-$874.2K
77,614
+97%
减持
REET
ISHARES TR
-$851.4K
99,788
-18%
减持
CALF
PACER FDS TR
-$828.1K
23,453
-41%
减持
MSFT
MICROSOFT CORP
-$815.6K
4,388
-29%
减持
VOO
VANGUARD INDEX FDS
-$801.1K
4,522
-26%
清仓
XTJA
INNOVATOR ETFS TRUST
-$792.8K
0
-100%
清仓
XBJA
INNOVATOR ETFS TRUST
-$792.8K
0
-100%
清仓
LQD
ISHARES TR
-$791.5K
0
-100%
建仓
AOCT
INNOVATOR ETFS TRUST
+$785.3K
31,587
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$783.0K
1,202
-75%
清仓
MELI
MERCADOLIBRE INC
-$775.6K
0
-100%
清仓
UDN
INVESCO DB US DLR INDEX TR
-$773.7K
0
-100%
清仓
KBA
KRANESHARES TRUST
-$771.8K
0
-100%
清仓
FXB
INVESCO CURRENCYSHARES BRIT
-$766.6K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$750.5K
10,623
-21%
减持
IQLT
ISHARES TR
-$749.2K
22,169
-41%
减持
DIVO
AMPLIFY ETF TR
-$730.6K
35,926
-32%
增持
SCYB
SCHWAB STRATEGIC TR
-$728.9K
44,437
+26%
减持
AVDV
AMERICAN CENTY ETF TR
-$715.5K
55,887
-9%
建仓
UUP
INVESCO DB US DLR INDEX TR
+$688.1K
23,390
减持
ABBV
ABBVIE INC
-$684.0K
8,644
-23%
减持
MUB
ISHARES TR
-$682.5K
15,306
-28%
清仓
JNJ
JOHNSON & JOHNSON
-$670.6K
0
-100%
建仓
OCTM
FIRST TR EXCHNG TRADED FD VI
+$652.6K
21,390
减持
AMZN
AMAZON COM INC
-$648.5K
6,084
-43%
减持
XLU
SELECT SECTOR SPDR TR
-$638.0K
5,805
-56%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$636.1K
0
-100%
增持
SPTI
SPDR SER TR
+$599.8K
373,084
+11%
减持
COWG
PACER FDS TR
-$592.2K
45,123
-36%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$583.1K
19,136
清仓
EMB
ISHARES TR
-$578.0K
0
-100%
清仓
UPV
PROSHARES TR
-$566.4K
0
-100%
清仓
INDA
ISHARES TR
-$556.5K
0
-100%
减持
IXC
ISHARES TR
-$547.4K
11,199
-54%
清仓
VXUS
VANGUARD STAR FDS
-$528.7K
0
-100%
清仓
XLB
SELECT SECTOR SPDR TR
-$511.2K
0
-100%
增持
SCHJ
SCHWAB STRATEGIC TR
-$501.7K
39,641
+34%
减持
ECOW
PACER FDS TR
-$491.9K
26,900
-42%
增持
—
INNOVATOR ETFS TRUST
+$483.6K
61,706
+35%
建仓
IJAN
INNOVATOR ETFS TRUST
+$448.0K
14,822
建仓
EJAN
INNOVATOR ETFS TRUST
+$445.6K
15,135
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$443.5K
74,395
+13%
清仓
SCHC
SCHWAB STRATEGIC TR
-$432.9K
0
-100%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$407.5K
0
-100%
减持
ITOT
ISHARES TR
-$405.1K
2,536
-56%
清仓
ISEP
INNOVATOR ETFS TRUST
-$398.4K
0
-100%
清仓
IGLB
ISHARES TR
-$389.8K
0
-100%
清仓
GDX
VANECK ETF TRUST
-$386.6K
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
-$383.4K
56,388
+63%
清仓
DE
DEERE & CO
-$377.7K
0
-100%
建仓
DMAR
FIRST TR EXCHNG TRADED FD VI
+$373.9K
9,796
增持
SHY
ISHARES TR
+$373.2K
66,759
+9%
清仓
BND
VANGUARD BD INDEX FDS
-$362.7K
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$360.5K
0
-100%
减持
VBR
VANGUARD INDEX FDS
-$355.2K
3,928
-30%
减持
IEFA
ISHARES TR
-$351.2K
2,957
-59%
清仓
TIP
ISHARES TR
-$347.4K
0
-100%
清仓
META
META PLATFORMS INC
-$341.5K
0
-100%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$338.2K
55,220
+10%
清仓
GCOW
PACER FDS TR
-$337.7K
0
-100%
清仓
SDVY
FIRST TR EXCHANGE-TRADED FD
-$325.0K
0
-100%
清仓
PEY
INVESCO EXCHANGE TRADED FD T
-$324.6K
0
-100%
清仓
FNDA
SCHWAB STRATEGIC TR
-$323.3K
0
-100%
建仓
FDEC
FIRST TR EXCHNG TRADED FD VI
+$323.2K
7,251
清仓
CAFG
PACER FDS TR
-$321.8K
0
-100%
清仓
IGSB
ISHARES TR
-$321.7K
0
-100%
减持
STIP
ISHARES TR
-$315.7K
12,097
-20%
清仓
VNQ
VANGUARD INDEX FDS
-$313.5K
0
-100%
减持
MOAT
VANECK ETF TRUST
-$301.1K
7,076
-28%
清仓
ET
ENERGY TRANSFER L P
-$280.9K
0
-100%
清仓
GE
GE AEROSPACE
-$277.2K
0
-100%
清仓
VOTE
TCW ETF TRUST
-$277.1K
0
-100%
清仓
PFE
PFIZER INC
-$274.3K
0
-100%
清仓
VAW
VANGUARD WORLD FD
-$271.7K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$264.7K
3,427
-34%
清仓
IJS
ISHARES TR
-$262.5K
0
-100%
清仓
WMT
WALMART INC
-$261.8K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$254.5K
0
-100%
清仓
OKE
ONEOK INC NEW
-$245.3K
0
-100%
清仓
BSV
VANGUARD BD INDEX FDS
-$241.3K
0
-100%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$240.5K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$238.0K
0
-100%
清仓
BOTZ
GLOBAL X FDS
-$236.8K
0
-100%
清仓
EEM
ISHARES TR
-$234.6K
0
-100%
清仓
VIGI
VANGUARD WHITEHALL FDS
-$228.8K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$211.8K
0
-100%
清仓
ORCL
ORACLE CORP
-$206.6K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$206.4K
0
-100%
清仓
FNDF
SCHWAB STRATEGIC TR
-$205.8K
0
-100%
清仓
VDC
VANGUARD WORLD FD
-$203.1K
0
-100%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$182.8K
12,264
+12%
减持
NVDA
NVIDIA CORPORATION
-$170.1K
4,410
-30%
减持
IVV
ISHARES TR
-$160.5K
584
-33%
减持
SDY
SPDR SER TR
-$160.0K
2,466
-28%
减持
QDPL
PACER FDS TR
-$148.4K
6,532
-38%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$146.2K
0
-100%
减持
GOOGL
ALPHABET INC
-$143.6K
3,375
-28%
减持
HD
HOME DEPOT INC
-$135.5K
705
-30%
增持
ACWI
ISHARES TR
+$113.8K
5,624
+23%
减持
ABT
ABBOTT LABS
-$100.1K
3,322
-20%
减持
ESGD
ISHARES TR
-$74.9K
8,159
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$65.0K
2,545
-22%
增持
BALT
INNOVATOR ETFS TRUST
+$54.0K
19,128
+8%
减持
COST
COSTCO WHSL CORP NEW
-$53.0K
246
-22%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$50.7K
11,457
-0%
减持
GOOG
ALPHABET INC
-$50.2K
1,250
-27%
增持
EFV
ISHARES TR
+$47.7K
13,532
+18%
