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
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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 144 项
建仓 24
增持 86
减持 30
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
SPYG
SPDR SER TR
+$14.4M
233,496
+1645%
增持
SPYM
SPDR SER TR
+$12.6M
590,753
+45%
增持
AAPL
APPLE INC
+$10.6M
89,079
+131%
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
DTH
WISDOMTREE TR
-$8.9M
340,409
-44%
减持
BOND
PIMCO ETF TR
-$8.6M
7,410
-93%
减持
DTD
WISDOMTREE TR
-$7.4M
198,668
-41%
清仓
XSOE
WISDOMTREE TR
-$7.0M
0
-100%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$6.7M
717,214
+12%
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$6.5M
4,943
-97%
增持
XLK
SELECT SECTOR SPDR TR
+$6.0M
37,666
+394%
增持
IVV
ISHARES TR
+$4.3M
52,500
+8%
建仓
XCEM
COLUMBIA ETF TR II
+$3.3M
108,938
增持
SPY
SPDR S&P 500 ETF TR
+$3.3M
36,091
+11%
增持
EMXC
ISHARES INC
+$3.1M
60,898
+989%
增持
USFR
WISDOMTREE TR
+$2.8M
821,871
+8%
清仓
ZROZ
PIMCO ETF TR
-$2.4M
0
-100%
建仓
JAAA
JANUS DETROIT STR TR
+$1.8M
35,643
减持
MUNI
PIMCO ETF TR
-$1.7M
12,630
-73%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$1.1M
28,960
增持
TFLO
ISHARES TR
+$1.0M
193,920
+12%
建仓
BP
BP PLC
+$936.5K
26,456
增持
SPMD
SPDR SER TR
+$874.1K
58,942
+29%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$672.2K
75,832
+13%
增持
AMZN
AMAZON COM INC
+$669.6K
6,265
+182%
增持
IJR
ISHARES TR
+$583.0K
7,645
+195%
增持
SPYV
SPDR SER TR
+$579.3K
50,494
+17%
建仓
OEF
ISHARES TR
+$571.0K
2,556
建仓
GOOGL
ALPHABET INC
+$552.9K
3,958
建仓
CVX
CHEVRON CORP NEW
+$543.7K
3,645
增持
MSFT
MICROSOFT CORP
+$537.4K
4,512
+23%
增持
ABBV
ABBVIE INC
+$533.7K
13,825
+28%
建仓
GOOG
ALPHABET INC
+$495.9K
3,519
减持
DNL
WISDOMTREE TR
-$471.7K
52,654
-27%
增持
IYW
ISHARES TR
+$425.3K
12,704
+18%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$413.7K
57,152
+16%
建仓
XLE
SELECT SECTOR SPDR TR
+$411.7K
4,911
增持
MMIN
INDEXIQ ACTIVE ETF TR
+$400.3K
44,095
+48%
增持
SPDW
SPDR INDEX SHS FDS
+$394.1K
90,478
+5%
增持
QUAL
ISHARES TR
+$388.9K
18,346
+5%
减持
MMIT
INDEXIQ ACTIVE ETF TR
-$355.0K
13,404
-54%
建仓
NVDA
NVIDIA CORPORATION
+$351.6K
710
减持
EFG
ISHARES TR
-$319.1K
9,900
-33%
增持
QQQ
INVESCO QQQ TR
+$317.9K
4,363
+6%
增持
SPMB
SPDR SER TR
+$306.6K
90,331
+11%
建仓
SCHI
SCHWAB STRATEGIC TR
+$266.7K
5,935
建仓
IFRA
ISHARES TR
+$261.3K
6,489
增持
ABT
ABBOTT LABS
+$260.2K
6,749
+35%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$256.8K
1,570
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$252.9K
709
建仓
MUST
COLUMBIA ETF TR I
+$245.4K
11,758
清仓
XLRE
SELECT SECTOR SPDR TR
-$244.8K
0
-100%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$241.8K
1,038
增持
IWV
ISHARES TR
+$237.2K
5,755
+5%
增持
MUB
ISHARES TR
+$228.0K
5,589
+52%
建仓
GWW
GRAINGER W W INC
+$227.9K
275
建仓
USB
US BANCORP DEL
+$227.7K
5,261
建仓
DLN
WISDOMTREE TR
+$227.0K
3,419
建仓
ECL
ECOLAB INC
+$222.8K
1,123
清仓
DNOV
FIRST TR EXCHNG TRADED FD VI
-$221.6K
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$219.6K
1,288
建仓
IYK
ISHARES TR
+$219.5K
1,145
建仓
IVOL
KRANESHARES TR
+$219.3K
10,604
增持
SPTM
SPDR SER TR
+$213.0K
9,979
+41%
减持
DEW
WISDOMTREE TR
-$212.5K
6,986
-43%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$212.4K
8,569
+7%
增持
SPTL
SPDR SER TR
+$204.7K
39,984
+9%
建仓
PAYX
PAYCHEX INC
+$203.7K
1,710
减持
USMV
ISHARES TR
-$201.0K
13,462
-22%
增持
IJT
ISHARES TR
+$197.3K
4,243
+39%
减持
SPAB
SPDR SER TR
+$185.3K
161,858
-1%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$183.9K
38,496
+9%
增持
MCD
MCDONALDS CORP
+$183.7K
2,973
+12%
增持
JPM
JPMORGAN CHASE & CO
+$167.8K
2,581
+38%
增持
VUG
VANGUARD INDEX FDS
+$166.4K
4,033
+1%
增持
WFC
WELLS FARGO CO NEW
+$165.9K
14,635
+8%
增持
IUSB
ISHARES TR
+$155.6K
22,800
+11%
增持
META
META PLATFORMS INC
+$151.4K
1,007
+47%
增持
VOT
VANGUARD INDEX FDS
+$147.9K
2,038
+33%
增持
MBB
ISHARES TR
+$139.3K
8,229
+15%
增持
TLT
ISHARES TR
+$136.7K
5,275
+22%
增持
EFV
ISHARES TR
+$131.6K
33,321
+2%
增持
IVW
ISHARES TR
+$131.4K
13,158
+5%
增持
SPEM
SPDR INDEX SHS FDS
+$129.5K
39,686
+4%
增持
SPSM
SPDR SER TR
+$118.3K
12,157
+14%
增持
VOE
VANGUARD INDEX FDS
+$116.7K
2,714
+28%
增持
SPBO
SPDR SER TR
+$112.8K
17,784
+20%
增持
SPTS
SPDR SER TR
+$112.1K
26,351
+16%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$107.0K
2,469
+22%
增持
GII
SPDR INDEX SHS FDS
+$99.7K
7,871
+21%
增持
COWZ
PACER FDS TR
+$96.3K
10,335
+16%
增持
COST
COSTCO WHSL CORP NEW
+$94.1K
651
+10%
减持
IJH
ISHARES TR
-$90.3K
918
-34%
增持
LOW
LOWES COS INC
+$84.6K
1,628
+22%
减持
IEFA
ISHARES TR
-$81.1K
3,145
-33%
增持
AMGN
AMGEN INC
+$80.9K
1,592
+13%
增持
XLV
SELECT SECTOR SPDR TR
+$78.5K
3,645
+12%
减持
SPTI
SPDR SER TR
-$72.0K
15,525
-17%
减持
IWF
ISHARES TR
-$70.9K
933
-30%
减持
DVY
ISHARES TR
+$65.5K
11,692
-4%
减持
WMT
WALMART INC
-$65.2K
3,397
-10%
增持
CORP
PIMCO ETF TR
+$60.5K
5,721
+5%
增持
IWR
ISHARES TR
+$60.4K
7,097
+0%
增持
IEMG
ISHARES INC
+$57.6K
16,703
+1%
减持
XLI
SELECT SECTOR SPDR TR
+$53.2K
4,750
-1%
增持
HD
HOME DEPOT INC
+$52.6K
879
+5%
减持
STIP
ISHARES TR
-$51.9K
2,623
-18%
增持
PEP
PEPSICO INC
+$51.9K
4,273
+7%
增持
VTI
VANGUARD INDEX FDS
+$51.7K
1,692
+3%
增持
GLD
SPDR GOLD TR
+$49.3K
2,020
+3%
增持
DFAU
DIMENSIONAL ETF TRUST
+$48.5K
8,439
+9%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$47.6K
7,581
+11%
增持
LLY
ELI LILLY & CO
+$47.5K
521
+9%
减持
RPG
INVESCO EXCHANGE TRADED FD T
+$45.5K
23,753
-1%
增持
DON
WISDOMTREE TR
+$45.3K
9,376
+0%
增持
SPIP
SPDR SER TR
+$44.6K
9,901
+18%
增持
VZ
VERIZON COMMUNICATIONS INC
+$44.6K
6,612
+5%
增持
EMTL
SSGA ACTIVE TR
+$42.3K
6,135
+14%
增持
ISRG
INTUITIVE SURGICAL INC
+$40.4K
812
+2%
增持
ACWV
ISHARES INC
+$39.3K
7,765
+0%
减持
VGT
VANGUARD WORLD FDS
+$37.6K
698
-4%
增持
MCK
MCKESSON CORP
+$37.2K
551
+10%
减持
HDV
ISHARES TR
-$37.0K
2,881
-14%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$35.7K
938
-3%
增持
CPB
CAMPBELL SOUP CO
+$32.5K
14,823
+0%
增持
PG
PROCTER AND GAMBLE CO
+$32.2K
4,057
+5%
减持
SCHZ
SCHWAB STRATEGIC TR
-$31.2K
21,778
-8%
增持
NEE
NEXTERA ENERGY INC
+$30.5K
4,275
+7%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$30.2K
6,613
+0%
增持
EFA
ISHARES TR
+$29.2K
4,061
+1%
增持
IWM
ISHARES TR
+$27.7K
1,146
+0%
减持
MOAT
VANECK ETF TRUST
+$26.1K
3,206
-1%
增持
PFE
PFIZER INC
-$24.8K
7,140
+3%
减持
ITOT
ISHARES TR
+$24.4K
9,635
-8%
增持
—
EXXON MOBIL CORP
-$17.7K
3,149
+11%
减持
CAT
CATERPILLAR INC
+$15.8K
1,565
-4%
增持
QYLD
GLOBAL X FDS
+$15.2K
22,485
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$14.4K
2,373
-5%
减持
STPZ
PIMCO ETF TR
-$9.0K
11,565
-4%
增持
JNJ
JOHNSON & JOHNSON
+$6.9K
5,519
+0%
增持
HSY
HERSHEY CO
-$4.4K
1,307
+5%
增持
SGOV
ISHARES TR
+$3.5K
4,237
+1%
增持
BIL
SPDR SER TR
-$831
7,270
+0%
增持
BILS
SPDR SER TR
+$596
5,453
+0%
减持
LGLV
SPDR SER TR
+$22
3,995
-8%
