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Vertex Planning Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Vertex Planning Partners, LLC
报告期 2026-03-31 · CIK 0001942341
持仓数
135
前50大市值合计
$475.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 143 项
建仓 13
增持 49
减持 48
清仓 33
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SER TR
+$5.7M
306,881
+52%
减持
ESGU
ISHARES TR
-$5.7M
6,243
-92%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$3.2M
77,841
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。
清仓
EELV
INVESCO EXCH TRADED FD TR II
-$1.9M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$1.8M
28,952
+10%
增持
QUAL
ISHARES TR
+$1.7M
19,049
+233%
增持
SPEM
SPDR INDEX SHS FDS
+$1.5M
54,600
+352%
增持
CORP
PIMCO ETF TR
+$1.4M
91,462
+15%
增持
DTD
WISDOMTREE TR
+$1.4M
533,051
+5%
增持
DTH
WISDOMTREE TR
+$1.3M
388,431
+5%
增持
SPAB
SPDR SER TR
+$1.3M
150,724
+44%
减持
SPYV
SPDR SER TR
-$1.3M
38,149
-47%
增持
DVY
ISHARES TR
+$1.2M
12,214
+574%
增持
DNL
WISDOMTREE TR
+$1.2M
74,562
+67%
建仓
IEMG
ISHARES INC
+$1.1M
23,314
增持
SPDW
SPDR INDEX SHS FDS
+$1.1M
61,959
+108%
减持
IVV
ISHARES TR
+$1.1M
50,124
-2%
清仓
DBC
INVESCO DB COMMDY INDX TRCK
-$1.0M
0
-100%
增持
SPMB
SPDR SER TR
+$996.4K
87,170
+102%
增持
SPTI
SPDR SER TR
+$979.4K
55,879
+147%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$886.4K
6,129
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$832.6K
79,256
+25%
清仓
TIPX
SPDR SER TR
-$778.0K
0
-100%
清仓
MTUM
ISHARES TR
-$770.2K
0
-100%
增持
ZROZ
PIMCO ETF TR
+$740.4K
34,611
+17%
减持
USFR
WISDOMTREE TR
-$739.8K
704,217
-2%
增持
XLK
SELECT SECTOR SPDR TR
+$691.8K
11,342
+38%
减持
MSFT
MICROSOFT CORP
-$641.6K
2,945
-53%
清仓
UNH
UNITEDHEALTH GROUP INC
-$575.8K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$570.5K
3,805
-43%
增持
EFG
ISHARES TR
+$554.5K
15,634
+44%
增持
MMIN
INDEXIQ ACTIVE ETF TR
+$550.6K
71,199
+42%
清仓
SJNK
SPDR SER TR
-$523.2K
0
-100%
建仓
LGLV
SPDR SER TR
+$522.2K
3,817
增持
TFLO
ISHARES TR
+$497.1K
94,160
+11%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
-$489.8K
28,720
-43%
清仓
JPM
JPMORGAN CHASE & CO
-$466.5K
0
-100%
建仓
STPZ
PIMCO ETF TR
+$453.3K
8,882
减持
IWV
ISHARES TR
-$446.1K
5,341
-31%
减持
—
ISHARES TR
-$441.8K
91,681
-17%
清仓
XLE
SELECT SECTOR SPDR TR
-$430.5K
0
-100%
清仓
LLY
LILLY ELI & CO
-$419.6K
0
-100%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$415.4K
87,246
+8%
增持
IYW
ISHARES TR
+$410.4K
13,744
+18%
建仓
DON
WISDOMTREE TR
+$396.1K
9,666
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$396.0K
0
-100%
建仓
BILS
SPDR SER TR
+$392.3K
3,938
减持
IVOL
KRANESHARES TR
-$383.1K
9,095
-65%
减持
JNJ
JOHNSON & JOHNSON
-$382.0K
2,543
-42%
清仓
CVX
CHEVRON CORP NEW
-$378.7K
0
-100%
增持
SCHZ
SCHWAB STRATEGIC TR
+$376.2K
20,972
+58%
清仓
AMZN
AMAZON COM INC
-$368.2K
0
-100%
清仓
NOC
NORTHROP GRUMMAN CORP
-$367.7K
0
-100%
减持
AAPL
APPLE INC
+$348.9K
31,153
-15%
建仓
BIL
SPDR SER TR
+$346.0K
3,768
清仓
MUST
COLUMBIA ETF TR I
-$344.2K
0
-100%
增持
GOVT
ISHARES TR
+$343.6K
25,082
+135%
减持
—
EXXON MOBIL CORP
-$328.2K
2,462
-55%
清仓
MA
MASTERCARD INCORPORATED
-$322.7K
0
-100%
清仓
—
SPDR SER TR
-$322.3K
0
-100%
增持
XSOE
WISDOMTREE TR
+$320.4K
147,481
+4%
减持
MUB
ISHARES TR
-$319.2K
3,615
-46%
清仓
GLTR
ABRDN PRECIOUS METALS BASKET
-$314.4K
0
-100%
减持
PFE
PFIZER INC
-$313.4K
6,840
-41%
减持
DEW
WISDOMTREE TR
-$302.8K
499,937
-1%
清仓
ISRG
INTUITIVE SURGICAL INC
-$295.6K
0
-100%
减持
ABBV
ABBVIE INC
-$292.6K
4,960
-26%
清仓
NVDA
NVIDIA CORPORATION
-$280.0K
0
-100%
清仓
AVGO
BROADCOM INC
-$272.9K
0
-100%
清仓
NFLX
NETFLIX INC
-$269.8K
0
-100%
清仓
GOOG
ALPHABET INC
-$268.8K
0
-100%
清仓
GOOGL
ALPHABET INC
-$267.4K
0
-100%
清仓
SHYG
ISHARES TR
-$264.8K
0
-100%
清仓
BAC
BANK AMERICA CORP
-$263.5K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$260.0K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$257.4K
0
-100%
建仓
GLD
SPDR GOLD TR
+$256.3K
1,399
增持
SPTL
SPDR SER TR
+$249.8K
21,918
+49%
清仓
VYM
VANGUARD WHITEHALL FDS
-$249.1K
0
-100%
清仓
V
VISA INC
-$247.7K
0
-100%
清仓
TOTL
SSGA ACTIVE ETF TR
-$245.4K
0
-100%
减持
XLRE
SELECT SECTOR SPDR TR
-$242.9K
10,354
-39%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$240.5K
0
-100%
减持
MCD
MCDONALDS CORP
-$238.3K
1,826
-36%
减持
HD
HOME DEPOT INC
-$235.6K
773
-47%
清仓
—
ACCENTURE PLC IRELAND
-$224.7K
0
-100%
减持
PEP
PEPSICO INC
-$216.5K
1,930
-39%
减持
ABT
ABBOTT LABS
-$212.8K
2,074
-46%
建仓
EMTL
SSGA ACTIVE TR
+$212.7K
5,203
减持
DNOV
FIRST TR EXCHNG TRADED FD VI
-$212.0K
6,770
-50%
建仓
IWM
ISHARES TR
+$210.3K
1,179
减持
SPMD
SPDR SER TR
-$208.2K
36,232
-14%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$204.7K
41,520
-15%
建仓
COWZ
PACER FDS TR
+$204.4K
4,353
建仓
MGK
VANGUARD WORLD FD
+$200.4K
980
清仓
VIS
VANGUARD WORLD FDS
-$200.4K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$190.0K
2,050
-37%
增持
MBB
ISHARES TR
+$185.0K
7,727
+31%
减持
WFC
WELLS FARGO CO NEW
-$165.7K
15,629
-14%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$164.7K
1,312
-45%
减持
IJR
ISHARES TR
-$153.2K
2,779
-38%
减持
NEE
NEXTERA ENERGY INC
-$152.8K
3,561
-30%
增持
USMV
ISHARES TR
+$149.2K
19,550
+11%
增持
SPUS
TIDAL ETF TR
+$147.8K
25,369
+11%
减持
WMT
WALMART INC
-$132.3K
3,689
-23%
减持
EFV
ISHARES TR
-$131.4K
21,653
-16%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$126.2K
964
+35%
增持
SPTS
SPDR SER TR
+$119.0K
19,435
+25%
减持
XLV
SELECT SECTOR SPDR TR
-$116.0K
3,252
-18%
增持
IUSB
ISHARES TR
+$108.3K
18,524
+11%
减持
LOW
LOWES COS INC
-$107.6K
1,286
-30%
增持
MMIT
INDEXIQ ACTIVE ETF TR
+$92.3K
32,435
+11%
减持
SPTM
SPDR SER TR
-$91.1K
6,401
-27%
减持
COST
COSTCO WHSL CORP NEW
-$90.5K
584
-30%
增持
ITOT
ISHARES TR
+$81.1K
11,273
+2%
增持
VO
VANGUARD INDEX FDS
+$77.3K
1,560
+26%
减持
VZ
VERIZON COMMUNICATIONS INC
-$67.0K
6,192
-21%
增持
GII
SPDR INDEX SHS FDS
+$59.1K
5,111
+22%
增持
SPSK
TIDAL ETF TR
+$58.4K
23,131
+16%
增持
IWF
ISHARES TR
+$57.8K
1,330
+7%
减持
IVE
ISHARES TR
-$51.2K
1,361
-23%
增持
VOT
VANGUARD INDEX FDS
+$46.6K
1,538
+9%
增持
XLI
SELECT SECTOR SPDR TR
+$44.9K
4,940
+7%
减持
VUG
VANGUARD INDEX FDS
+$44.5K
3,970
-11%
增持
VTI
VANGUARD INDEX FDS
+$42.2K
1,829
+6%
增持
SCHX
SCHWAB STRATEGIC TR
+$40.0K
8,540
+3%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$33.1K
5,610
+10%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$32.5K
2,019
+10%
减持
VGT
VANGUARD WORLD FDS
+$28.6K
732
-8%
减持
CPB
CAMPBELL SOUP CO
-$26.7K
14,808
-0%
减持
IEFA
ISHARES TR
-$25.3K
4,556
-15%
减持
IVW
ISHARES TR
-$18.3K
6,573
-12%
增持
IWR
ISHARES TR
+$17.6K
7,093
+0%
减持
TLH
ISHARES TR
-$16.2K
2,028
-12%
减持
HSY
HERSHEY CO
+$15.5K
1,355
-5%
增持
VHT
VANGUARD WORLD FDS
+$11.7K
1,339
+8%
增持
IYF
ISHARES TR
-$10.1K
3,200
+2%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$8.4K
2,900
+100%
减持
MUNI
PIMCO ETF TR
-$6.7K
14,631
-3%
增持
HDV
ISHARES TR
-$6.6K
3,471
+1%
减持
EFA
ISHARES TR
+$6.5K
3,952
-6%
增持
IJT
ISHARES TR
+$5.7K
3,042
+0%
减持
SPSM
SPDR SER TR
+$3.7K
6,375
-1%
