小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 78 项
建仓 13
增持 24
减持 33
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$8.2M
363,625
+185%
增持
VTI
VANGUARD INDEX FDS
+$3.2M
14,652
+187%
增持
MUB
ISHARES TR
+$2.3M
32,553
+196%
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
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.7M
127,465
-18%
减持
AAPL
APPLE INC
-$1.7M
20,749
-28%
增持
SPTM
SPDR SERIES TRUST
+$1.5M
196,326
+8%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.3M
183,410
+8%
增持
SLYV
SPDR SERIES TRUST
+$1.1M
91,720
+13%
增持
STIP
ISHARES TR
+$1.1M
18,913
+121%
增持
SPTI
SPDR SERIES TRUST
+$1.0M
389,389
+10%
减持
MARM
FIRST TR EXCHNG TRADED FD VI
-$761.2K
37,798
-39%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$649.2K
13,435
增持
MSFT
MICROSOFT CORP
+$608.6K
2,538
+112%
增持
GOOG
ALPHABET INC
+$532.3K
2,550
+132%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$516.6K
36,710
+95%
建仓
BUFY
FIRST TR EXCHNG TRADED FD VI
+$507.5K
22,820
建仓
DOCT
FIRST TR EXCHNG TRADED FD VI
+$503.5K
11,369
建仓
BUFS
FIRST TR EXCHNG TRADED FD VI
+$499.8K
21,882
减持
SPY
SPDR S&P 500 ETF TR
-$476.7K
55,703
-4%
建仓
BND
VANGUARD BD INDEX FDS
+$476.6K
6,434
建仓
VXUS
VANGUARD STAR FDS
+$459.9K
6,096
增持
SHY
ISHARES TR
+$399.2K
71,242
+7%
建仓
NOVM
FIRST TR EXCHNG TRADED FD VI
+$396.3K
12,055
建仓
DNOV
FIRST TR EXCHNG TRADED FD VI
+$393.3K
8,053
清仓
FLHY
FRANKLIN TEMPLETON ETF TR
-$393.2K
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$392.2K
63,707
+8%
清仓
SH
PROSHARES TR
-$373.4K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$362.5K
57,877
-19%
增持
AVEM
AMERICAN CENTY ETF TR
+$359.1K
62,778
+5%
增持
AVDV
AMERICAN CENTY ETF TR
+$325.8K
30,552
+7%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$322.4K
0
-100%
清仓
SDY
SPDR SERIES TRUST
-$270.5K
0
-100%
增持
ABT
ABBOTT LABS
+$269.9K
6,190
+88%
增持
AMZN
AMAZON COM INC
+$263.1K
4,747
+25%
建仓
FNOV
FIRST TR EXCHNG TRADED FD VI
+$256.7K
4,682
清仓
CALF
PACER FDS TR
-$249.6K
0
-100%
建仓
IWM
ISHARES TR
+$249.1K
1,012
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$245.5K
1,381
减持
SCHF
SCHWAB STRATEGIC TR
-$237.6K
27,838
-29%
清仓
ECOW
PACER FDS TR
-$233.7K
0
-100%
清仓
RSPH
INVESCO EXCHANGE TRADED FD T
-$233.6K
0
-100%
减持
DIVO
AMPLIFY ETF TR
-$229.6K
11,322
-31%
减持
FNDX
SCHWAB STRATEGIC TR
-$224.8K
56,686
-16%
建仓
SUSC
ISHARES TR
+$222.8K
9,527
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$221.2K
5,198
-8%
清仓
MOAT
VANECK ETF TRUST
-$215.9K
0
-100%
建仓
JPM
JPMORGAN CHASE & CO.
+$212.2K
659
增持
REET
ISHARES TR
+$201.3K
85,373
+13%
减持
COWZ
PACER FDS TR
-$187.7K
6,273
-36%
增持
ABBV
ABBVIE INC
+$166.5K
7,520
+29%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$160.6K
40,313
+6%
减持
ICOW
PACER FDS TR
-$157.0K
9,307
-34%
减持
SUB
ISHARES TR
-$154.1K
3,055
-32%
减持
QQQ
INVESCO QQQ TR
-$151.6K
1,435
-17%
减持
SCHX
SCHWAB STRATEGIC TR
-$125.4K
22,664
-19%
减持
SCYB
SCHWAB STRATEGIC TR
-$123.6K
10,192
-31%
减持
IJH
ISHARES TR
-$117.4K
12,006
-14%
减持
VOO
VANGUARD INDEX FDS
-$112.4K
4,522
-6%
减持
COWG
PACER FDS TR
-$101.0K
8,798
-22%
减持
VBR
VANGUARD INDEX FDS
-$97.5K
1,565
-24%
减持
IQLT
ISHARES TR
-$60.4K
9,257
-15%
减持
LLY
ELI LILLY & CO
-$52.7K
526
-35%
减持
ESGU
ISHARES TR
-$45.3K
4,525
-8%
增持
AVUV
AMERICAN CENTY ETF TR
+$34.1K
6,506
+3%
减持
ESGD
ISHARES TR
-$32.5K
6,166
-7%
增持
OCTM
FIRST TR EXCHNG TRADED FD VI
+$31.8K
22,053
+3%
减持
ESGE
ISHARES INC
-$29.5K
6,142
-11%
减持
IJR
ISHARES TR
-$23.1K
6,687
-4%
减持
NVDA
NVIDIA CORPORATION
-$16.0K
3,999
-2%
减持
NUSC
NUSHARES ETF TR
-$15.8K
9,482
-5%
增持
SPYM
SPDR SERIES TRUST
+$13.9K
3,353
+3%
减持
FDEC
FIRST TR EXCHNG TRADED FD VI
+$8.3K
4,337
-0%
减持
AOCT
INNOVATOR ETFS TRUST
+$6.6K
30,738
-0%
减持
ACWI
ISHARES TR
+$3.3K
2,283
-1%
减持
DDEC
FIRST TR EXCHNG TRADED FD VI
+$2.9K
5,870
-2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.4K
8,466
+0%
减持
VYM
VANGUARD WHITEHALL FDS
-$1.3K
1,464
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$630
1,002
-8%
