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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 144 项
建仓 11
增持 52
减持 68
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
DYNF
BLACKROCK ETF TRUST
+$5.7M
127,649
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$4.4M
731,528
+2%
减持
USFR
WISDOMTREE TR
-$4.1M
738,631
-10%
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
IVW
ISHARES TR
+$3.9M
57,922
+340%
增持
IVE
ISHARES TR
+$3.5M
19,995
+1369%
增持
IVV
ISHARES TR
+$2.8M
53,098
+1%
减持
AAPL
APPLE INC
-$2.6M
84,663
-5%
增持
SPAB
SPDR SER TR
+$1.8M
235,329
+45%
建仓
HEFA
ISHARES TR
+$1.6M
46,555
减持
SPY
SPDR S&P 500 ETF TR
+$1.5M
35,749
-1%
增持
DTD
WISDOMTREE TR
+$1.3M
201,804
+2%
减持
SPYG
SPDR SER TR
+$1.2M
224,305
-4%
减持
TFLO
ISHARES TR
-$1.2M
169,767
-12%
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$1.1M
0
-100%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$1.1M
50,387
-34%
增持
IUSB
ISHARES TR
+$1.0M
45,156
+98%
增持
XLK
SELECT SECTOR SPDR TR
+$866.0K
38,968
+3%
增持
XCEM
COLUMBIA ETF TR II
+$748.7K
130,106
+19%
建仓
BINC
BLACKROCK ETF TRUST II
+$695.0K
13,248
增持
EMXC
ISHARES INC
+$670.5K
70,259
+15%
减持
SPYM
SPDR SER TR
-$653.3K
526,081
-11%
减持
SPEM
SPDR INDEX SHS FDS
-$636.6K
21,240
-46%
清仓
LGLV
SPDR SER TR
-$579.4K
0
-100%
清仓
OEF
ISHARES TR
-$571.0K
0
-100%
清仓
CORP
PIMCO ETF TR
-$556.4K
0
-100%
增持
DNL
WISDOMTREE TR
+$549.5K
64,212
+22%
清仓
SPBO
SPDR SER TR
-$523.0K
0
-100%
增持
SPTI
SPDR SER TR
+$516.8K
34,075
+119%
减持
USMV
ISHARES TR
-$502.6K
6,555
-51%
增持
QUAL
ISHARES TR
+$495.2K
19,438
+6%
增持
SPDW
SPDR INDEX SHS FDS
+$461.6K
98,737
+9%
增持
DTH
WISDOMTREE TR
+$450.3K
345,427
+1%
减持
BOND
PIMCO ETF TR
-$447.4K
2,587
-65%
建仓
IGEB
ISHARES TR
+$403.5K
8,996
增持
IEFA
ISHARES TR
+$397.3K
8,334
+165%
增持
EFG
ISHARES TR
+$362.7K
12,733
+29%
增持
IWF
ISHARES TR
+$347.4K
1,870
+100%
减持
EFV
ISHARES TR
-$346.6K
25,540
-23%
增持
IYW
ISHARES TR
+$340.8K
14,069
+11%
减持
ABBV
ABBVIE INC
-$269.7K
10,284
-26%
清仓
SCHI
SCHWAB STRATEGIC TR
-$266.7K
0
-100%
建仓
IXC
ISHARES TR
+$264.7K
6,163
增持
SPYV
SPDR SER TR
+$262.0K
52,226
+3%
增持
SCHZ
SCHWAB STRATEGIC TR
+$256.4K
27,645
+27%
清仓
SPIP
SPDR SER TR
-$253.2K
0
-100%
增持
SPTS
SPDR SER TR
+$250.0K
35,114
+33%
建仓
VYM
VANGUARD WHITEHALL FDS
+$248.2K
2,051
清仓
JPIB
J P MORGAN EXCHANGE TRADED F
-$236.2K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$234.8K
649
-9%
清仓
USB
US BANCORP DEL
-$227.7K
0
-100%
清仓
DLN
WISDOMTREE TR
-$227.0K
0
-100%
建仓
ESGU
ISHARES TR
+$223.6K
1,945
减持
SPMD
SPDR SER TR
+$221.4K
57,987
-2%
清仓
TXN
TEXAS INSTRS INC
-$219.6K
0
-100%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$217.2K
2,506
建仓
VIS
VANGUARD WORLD FD
+$211.2K
865
清仓
PFE
PFIZER INC
-$205.6K
0
-100%
清仓
PAYX
PAYCHEX INC
-$203.7K
0
-100%
建仓
CWB
SPDR SER TR
+$203.0K
2,780
建仓
KO
COCA COLA CO
+$200.2K
3,273
减持
IEMG
ISHARES INC
-$199.6K
12,505
-25%
增持
XLE
SELECT SECTOR SPDR TR
+$160.2K
6,058
+23%
增持
JAAA
JANUS DETROIT STR TR
+$153.0K
38,350
+8%
增持
MUB
ISHARES TR
+$152.9K
7,052
+26%
增持
VUG
VANGUARD INDEX FDS
+$146.8K
4,069
+1%
减持
MCD
MCDONALDS CORP
-$145.2K
2,611
-12%
减持
BIL
SPDR SER TR
-$142.9K
5,681
-22%
减持
IWV
ISHARES TR
+$140.8K
5,719
-1%
减持
ABT
ABBOTT LABS
-$138.8K
5,315
-21%
增持
MBB
ISHARES TR
+$125.7K
9,737
+18%
增持
SPTM
SPDR SER TR
+$122.0K
10,994
+10%
减持
QQQ
INVESCO QQQ TR
+$121.7K
4,298
-1%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$108.2K
9,479
+25%
减持
CAT
CATERPILLAR INC
+$103.4K
1,545
-1%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$96.3K
59,049
+3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$91.3K
8,523
-1%
减持
SPTL
SPDR SER TR
-$90.2K
38,303
-4%
减持
ITOT
ISHARES TR
+$80.7K
9,493
-1%
减持
PEP
PEPSICO INC
-$79.0K
3,695
-14%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
+$78.3K
38,439
-0%
减持
BILS
SPDR SER TR
-$73.5K
4,697
-14%
减持
LLY
ELI LILLY & CO
+$71.3K
482
-7%
增持
DVY
ISHARES TR
+$69.8K
11,693
+0%
减持
WFC
WELLS FARGO CO NEW
+$68.4K
13,609
-7%
减持
MSFT
MICROSOFT CORP
-$67.5K
3,872
-14%
增持
COWZ
PACER FDS TR
+$64.0K
10,347
+0%
减持
AMZN
AMAZON COM INC
+$58.9K
5,604
-11%
增持
DFAU
DIMENSIONAL ETF TRUST
+$54.4K
9,169
+9%
减持
BP
BP PLC
-$52.7K
23,456
-11%
减持
SPMB
SPDR SER TR
-$51.8K
89,400
-1%
减持
ISRG
INTUITIVE SURGICAL INC
+$48.5K
808
-0%
减持
ACWV
ISHARES INC
-$46.0K
6,965
-10%
减持
AMGN
AMGEN INC
-$45.4K
1,453
-9%
增持
IWR
ISHARES TR
+$45.2K
7,098
+0%
增持
IJH
ISHARES TR
+$44.6K
4,925
+436%
增持
WMT
WALMART INC
+$42.5K
9,607
+183%
增持
IFRA
ISHARES TR
+$42.3K
7,001
+8%
减持
JNJ
JOHNSON & JOHNSON
-$41.2K
5,208
-6%
减持
VGT
VANGUARD WORLD FD
-$36.7K
574
-18%
减持
SCHX
SCHWAB STRATEGIC TR
+$36.5K
8,350
-2%
减持
GOOGL
ALPHABET INC
-$35.8K
3,426
-13%
减持
ECL
ECOLAB INC
+$35.2K
1,117
-1%
减持
VTI
VANGUARD INDEX FDS
+$33.7K
1,674
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$33.4K
522
-26%
增持
GII
SPDR INDEX SHS FDS
+$33.2K
8,388
+7%
减持
JPM
JPMORGAN CHASE & CO
-$31.2K
2,036
-21%
减持
GWW
GRAINGER W W INC
+$30.5K
254
-8%
增持
VZ
VERIZON COMMUNICATIONS INC
+$30.1K
6,659
+1%
增持
DON
WISDOMTREE TR
+$29.8K
9,394
+0%
增持
TLT
ISHARES TR
+$28.7K
5,816
+10%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$28.5K
854
-18%
减持
META
META PLATFORMS INC
+$27.2K
790
-22%
减持
VOT
VANGUARD INDEX FDS
+$27.2K
2,013
-1%
减持
IVOL
KRANESHARES TRUST
-$26.6K
10,177
-4%
减持
SPSM
SPDR SER TR
-$26.3K
11,304
-7%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$24.8K
900
-4%
增持
TFI
SPDR SER TR
+$24.1K
13,972
+5%
增持
IJT
ISHARES TR
+$23.8K
4,244
+0%
减持
VOE
VANGUARD INDEX FDS
+$23.5K
2,675
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$23.1K
2,355
-1%
减持
HD
HOME DEPOT INC
+$22.2K
852
-3%
减持
HDV
ISHARES TR
+$21.3K
2,859
-1%
增持
IJR
ISHARES TR
+$20.2K
7,671
+0%
增持
QYLD
GLOBAL X FDS
+$18.2K
22,784
+1%
减持
—
EXXON MOBIL CORP
-$17.9K
2,554
-19%
减持
NEE
NEXTERA ENERGY INC
-$14.9K
3,830
-10%
减持
MUNI
PIMCO ETF TR
-$14.8K
12,427
-2%
增持
DEW
WISDOMTREE TR
+$14.4K
6,987
+0%
减持
COST
COSTCO WHSL CORP NEW
+$13.5K
605
-7%
增持
IYK
ISHARES TR
+$12.8K
3,435
+200%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$12.2K
6,622
+0%
增持
STIP
ISHARES TR
+$12.1K
2,723
+4%
减持
LOW
LOWES COS INC
-$11.5K
1,377
-15%
减持
CVX
CHEVRON CORP NEW
-$9.6K
3,386
-7%
减持
MCK
MCKESSON CORP
+$9.0K
492
-11%
减持
EMTL
SSGA ACTIVE TR
-$7.6K
5,919
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$7.1K
1,382
-12%
增持
MMIN
INDEXIQ ACTIVE ETF TR
-$7.0K
44,280
+0%
减持
IWM
ISHARES TR
+$6.6K
1,125
-2%
减持
GOOG
ALPHABET INC
-$4.4K
3,228
-8%
减持
PG
PROCTER AND GAMBLE CO
-$3.1K
3,645
-10%
增持
SGOV
ISHARES TR
+$2.9K
4,247
+0%
减持
HSY
HERSHEY CO
-$1.5K
1,245
-5%
增持
MUST
COLUMBIA ETF TR I
+$734
11,913
+1%
