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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 103 项
建仓 6
增持 9
减持 66
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$6.8M
74,791
-21%
减持
SLYV
SPDR SERIES TRUST
-$4.6M
77,347
-44%
减持
SPTM
SPDR SERIES TRUST
-$4.3M
176,268
-32%
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。
减持
VEA
VANGUARD TAX-MANAGED FDS
-$4.2M
176,445
-37%
减持
XUSP
INNOVATOR ETFS TRUST
-$2.5M
5,376
-93%
减持
POCT
INNOVATOR ETFS TRUST
-$2.5M
7,134
-90%
减持
PJUL
INNOVATOR ETFS TRUST
-$2.4M
6,856
-90%
减持
PJAN
INNOVATOR ETFS TRUST
-$2.4M
6,747
-90%
清仓
VOOV
VANGUARD ADMIRAL FDS INC
-$2.3M
0
-100%
减持
AVEM
AMERICAN CENTY ETF TR
-$2.1M
60,641
-41%
减持
LJAN
INNOVATOR ETFS TRUST
-$2.1M
14,572
-85%
建仓
MARM
FIRST TR EXCHNG TRADED FD VI
+$2.0M
61,676
减持
SPTI
SPDR SERIES TRUST
-$1.7M
332,095
-16%
减持
—
INNOVATOR ETFS TRUST
-$1.4M
7,525
-88%
减持
AVDV
AMERICAN CENTY ETF TR
-$1.3M
27,349
-46%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.3M
59,118
-22%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.3M
199,991
+12%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.2M
39,996
-28%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$1.2M
0
-100%
清仓
IAPR
INNOVATOR ETFS TRUST
-$1.2M
0
-100%
减持
SHY
ISHARES TR
-$1.1M
59,263
-19%
清仓
RBUF
INNOVATOR ETFS TRUST
-$1.0M
0
-100%
减持
AAPL
APPLE INC
-$883.6K
21,983
-9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$880.6K
6,513
-14%
清仓
DTCR
GLOBAL X FDS
-$787.7K
0
-100%
清仓
EFV
ISHARES TR
-$777.7K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$767.0K
6,238
-36%
清仓
BALT
INNOVATOR ETFS TRUST
-$759.1K
0
-100%
减持
GLD
SPDR GOLD TR
-$708.1K
1,150
-69%
减持
FNDX
SCHWAB STRATEGIC TR
-$700.2K
76,734
-30%
减持
REET
ISHARES TR
-$666.0K
76,024
-27%
减持
MSFT
MICROSOFT CORP
-$658.9K
1,859
-56%
减持
SCHD
SCHWAB STRATEGIC TR
-$638.2K
84,816
-18%
清仓
XLU
SELECT SECTOR SPDR TR
-$596.3K
0
-100%
清仓
QVMT
INVESCO EXCH TRADED FD TR II
-$557.5K
0
-100%
减持
COWZ
PACER FDS TR
-$554.7K
13,976
-42%
减持
QQQ
INVESCO QQQ TR
-$551.5K
2,037
-43%
清仓
KNG
FIRST TR EXCHANGE-TRADED FD
-$538.6K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$502.6K
6,225
-21%
清仓
VV
VANGUARD INDEX FDS
-$498.1K
0
-100%
清仓
PAPR
INNOVATOR ETFS TRUST
-$475.4K
0
-100%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$445.0K
5,742
减持
COWG
PACER FDS TR
-$435.0K
17,466
-49%
建仓
SH
PROSHARES TR
+$427.8K
10,780
减持
LLY
ELI LILLY & CO
-$411.0K
1,429
-23%
清仓
IJAN
INNOVATOR ETFS TRUST
-$407.3K
0
-100%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$396.6K
0
-100%
清仓
RFEM
FIRST TR EXCH TRADED FD III
-$392.9K
0
-100%
减持
ABBV
ABBVIE INC
-$374.5K
6,851
-13%
清仓
EJAN
INNOVATOR ETFS TRUST
-$374.3K
0
-100%
清仓
ITOT
ISHARES TR
-$353.3K
0
-100%
减持
MUB
ISHARES TR
-$349.5K
12,472
-20%
减持
SCHJ
SCHWAB STRATEGIC TR
-$349.3K
16,226
-47%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$336.5K
1,537
-54%
减持
FLHY
FRANKLIN TEMPLETON ETF TR
-$335.0K
32,284
-31%
减持
SCYB
SCHWAB STRATEGIC TR
-$310.1K
26,072
-32%
减持
SCHX
SCHWAB STRATEGIC TR
-$293.9K
55,025
-26%
增持
TLT
ISHARES TR
+$278.5K
23,297
+19%
增持
ACWI
ISHARES TR
+$277.8K
7,810
+25%
减持
DIVO
AMPLIFY ETF TR
-$265.1K
21,740
-26%
减持
IJH
ISHARES TR
-$247.8K
17,949
-23%
清仓
QDPL
PACER FDS TR
-$235.2K
0
-100%
减持
ICOW
PACER FDS TR
-$233.3K
21,202
-30%
建仓
—
EATON CORP PLC
+$224.2K
628
清仓
IEFA
ISHARES TR
-$221.0K
0
-100%
清仓
DVY
ISHARES TR
-$220.7K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$218.5K
4,339
+1%
建仓
PANW
PALO ALTO NETWORKS INC
+$211.6K
1,034
清仓
VB
VANGUARD INDEX FDS
-$210.0K
0
-100%
建仓
GOOG
ALPHABET INC
+$209.3K
1,180
清仓
PG
PROCTER AND GAMBLE CO
-$201.5K
0
-100%
减持
MOAT
VANECK ETF TRUST
-$170.9K
2,726
-44%
减持
VBR
VANGUARD INDEX FDS
-$168.9K
2,256
-31%
减持
IQLT
ISHARES TR
-$158.1K
13,752
-27%
减持
CALF
PACER FDS TR
-$153.4K
12,444
-28%
减持
IBIT
ISHARES BITCOIN TRUST ETF
+$148.6K
15,981
-10%
减持
STIP
ISHARES TR
-$141.9K
9,704
-12%
减持
CVX
CHEVRON CORP NEW
-$126.0K
2,632
-12%
减持
IVV
ISHARES TR
-$119.6K
332
-43%
减持
IXC
ISHARES TR
-$105.9K
5,576
-28%
增持
ESGU
ISHARES TR
+$94.9K
6,741
+1%
减持
SCHF
SCHWAB STRATEGIC TR
-$92.8K
45,753
-18%
增持
ESGD
ISHARES TR
+$85.0K
8,239
+4%
减持
AMZN
AMAZON COM INC
+$77.7K
4,998
-7%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$74.4K
67,532
-3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$73.8K
1,341
-3%
减持
ECOW
PACER FDS TR
-$71.1K
14,481
-24%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$69.4K
7,982
-13%
减持
SUB
ISHARES TR
-$59.6K
5,131
-10%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$53.7K
1,196
-0%
增持
ESGE
ISHARES INC
+$50.1K
8,532
+5%
增持
NUSC
NUSHARES ETF TR
+$49.0K
11,208
+5%
减持
SDY
SPDR SERIES TRUST
-$45.2K
1,953
-15%
减持
FDEC
FIRST TR EXCHNG TRADED FD VI
+$22.3K
7,220
-0%
减持
ORCL
ORACLE CORP
+$18.1K
1,384
-32%
减持
DDEC
FIRST TR EXCHNG TRADED FD VI
+$15.7K
6,119
-0%
减持
AOCT
INNOVATOR ETFS TRUST
+$12.5K
30,857
-2%
减持
ABT
ABBOTT LABS
+$10.3K
3,316
-0%
减持
IJR
ISHARES TR
+$10.1K
7,182
-3%
增持
SUSC
ISHARES TR
+$3.0K
12,623
+0%
减持
GOOGL
ALPHABET INC
+$1.2K
2,417
-12%
减持
HD
HOME DEPOT INC
-$535
588
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$316
4,817
-9%
