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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 135 项
建仓 6
增持 69
减持 54
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
DTD
WISDOMTREE TR
-$7.5M
95,039
-53%
建仓
JTEK
J P MORGAN EXCHANGE TRADED F
+$7.4M
107,344
增持
JAAA
JANUS DETROIT STR TR
+$6.6M
167,948
+338%
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
+$5.1M
108,196
+87%
减持
USFR
WISDOMTREE TR
-$4.1M
657,284
-11%
增持
SPAB
SPDR SER TR
+$3.7M
386,118
+64%
增持
SPY
SPDR S&P 500 ETF TR
+$3.6M
40,904
+14%
增持
AAPL
APPLE INC
+$3.4M
84,944
+0%
减持
SPMD
SPDR SER TR
-$2.7M
7,032
-88%
增持
DNL
WISDOMTREE TR
+$2.3M
122,279
+90%
增持
DYNF
BLACKROCK ETF TRUST
+$1.8M
159,112
+25%
增持
SPYG
SPDR SER TR
+$1.8M
227,066
+1%
增持
IVV
ISHARES TR
+$1.3M
53,353
+0%
增持
SPEM
SPDR INDEX SHS FDS
+$1.2M
52,829
+149%
减持
DTH
WISDOMTREE TR
-$1.2M
325,762
-6%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$1.1M
710,261
-3%
增持
SPMB
SPDR SER TR
+$1.1M
138,732
+55%
增持
XLK
SELECT SECTOR SPDR TR
+$1.0M
40,356
+4%
增持
IVE
ISHARES TR
+$820.5K
25,030
+25%
增持
EFG
ISHARES TR
+$784.7K
20,589
+62%
清仓
XLE
SELECT SECTOR SPDR TR
-$571.9K
0
-100%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$535.3K
40,394
-20%
减持
EFV
ISHARES TR
-$526.0K
16,278
-36%
减持
TFLO
ISHARES TR
-$511.2K
159,777
-6%
增持
SPTL
SPDR SER TR
+$495.7K
57,528
+50%
增持
BINC
BLACKROCK ETF TRUST II
+$452.6K
21,984
+66%
减持
SPYM
SPDR SER TR
-$421.8K
499,187
-5%
增持
IEMG
ISHARES INC
+$420.5K
19,910
+59%
减持
HEFA
ISHARES TR
-$402.3K
34,357
-26%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$381.8K
51,519
-13%
增持
SPTS
SPDR SER TR
+$366.4K
47,867
+36%
减持
IWF
ISHARES TR
-$338.7K
800
-57%
增持
NVDA
NVIDIA CORPORATION
+$296.4K
7,146
+1001%
增持
QUAL
ISHARES TR
+$282.9K
20,365
+5%
增持
IYW
ISHARES TR
+$267.8K
14,406
+2%
清仓
IXC
ISHARES TR
-$264.7K
0
-100%
建仓
SHYM
BLACKROCK ETF TRUST II
+$260.0K
11,483
减持
IEFA
ISHARES TR
-$259.1K
4,948
-41%
减持
MUNI
PIMCO ETF TR
-$249.4K
7,735
-38%
清仓
MUST
COLUMBIA ETF TR I
-$246.1K
0
-100%
清仓
BOND
PIMCO ETF TR
-$237.6K
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$217.9K
1,120
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$217.2K
0
-100%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$213.0K
3,400
建仓
SMH
VANECK ETF TRUST
+$203.1K
779
建仓
LCTU
BLACKROCK ETF TRUST
+$200.4K
3,374
清仓
IVOL
KRANESHARES TRUST
-$192.7K
0
-100%
增持
GII
SPDR INDEX SHS FDS
+$170.7K
11,435
+36%
增持
XCEM
COLUMBIA ETF TR II
+$163.1K
131,873
+1%
增持
QQQ
INVESCO QQQ TR
+$158.4K
4,314
+0%
增持
VUG
VANGUARD INDEX FDS
+$147.1K
4,138
+2%
增持
MSFT
MICROSOFT CORP
+$137.9K
3,954
+2%
增持
GOOGL
ALPHABET INC
+$136.3K
3,587
+5%
减持
ITOT
ISHARES TR
-$126.2K
8,152
-14%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$124.7K
8,028
-6%
增持
SPDW
SPDR INDEX SHS FDS
+$123.6K
104,398
+6%
减持
ABBV
ABBVIE INC
-$122.9K
10,202
-1%
增持
GOOG
ALPHABET INC
+$121.5K
3,342
+4%
增持
EMTL
SSGA ACTIVE TR
+$115.2K
8,636
+46%
减持
STPZ
PIMCO ETF TR
-$109.9K
9,405
-19%
增持
AMZN
AMAZON COM INC
+$100.3K
5,750
+3%
减持
SGOV
ISHARES TR
-$85.2K
3,401
-20%
增持
COST
COSTCO WHSL CORP NEW
+$82.9K
619
+2%
减持
MCD
MCDONALDS CORP
-$80.9K
2,572
-1%
增持
WMT
WALMART INC
+$80.6K
9,727
+1%
减持
BILS
SPDR SER TR
-$76.2K
3,933
-16%
增持
LLY
ELI LILLY & CO
+$75.0K
497
+3%
减持
DEW
WISDOMTREE TR
-$74.4K
5,615
-20%
减持
MMIT
INDEXIQ ACTIVE ETF TR
-$74.1K
10,457
-22%
减持
JNJ
JOHNSON & JOHNSON
-$71.7K
5,146
-1%
增持
GLD
SPDR GOLD TR
+$69.3K
2,255
+12%
增持
MUB
ISHARES TR
+$67.5K
7,755
+10%
减持
EMXC
ISHARES INC
-$66.2K
67,206
-4%
减持
UPS
UNITED PARCEL SERVICE INC
-$55.9K
2,149
-9%
增持
JPM
JPMORGAN CHASE & CO.
+$53.1K
2,279
+12%
减持
DVY
ISHARES TR
-$51.8K
11,477
-2%
增持
META
META PLATFORMS INC
+$50.5K
861
+9%
增持
ABT
ABBOTT LABS
-$50.2K
5,331
+0%
减持
IJR
ISHARES TR
-$48.0K
7,499
-2%
减持
LOW
LOWES COS INC
-$47.9K
1,374
-0%
增持
CAT
CATERPILLAR INC
-$47.8K
1,556
+1%
增持
MMIN
INDEXIQ ACTIVE ETF TR
+$46.6K
46,736
+6%
增持
ISRG
INTUITIVE SURGICAL INC
+$41.9K
819
+1%
减持
AMGN
AMGEN INC
+$39.6K
1,449
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$39.2K
1,299
-6%
减持
SCHZ
SCHWAB STRATEGIC TR
-$39.0K
27,044
-2%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$37.5K
10,139
+7%
增持
PEP
PEPSICO INC
-$37.1K
3,696
+0%
增持
BP
BP PLC
-$35.2K
23,508
+0%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$33.8K
5,935
-10%
减持
IWM
ISHARES TR
-$29.8K
1,019
-9%
增持
SPYV
SPDR SER TR
-$28.0K
53,110
+2%
增持
HD
HOME DEPOT INC
-$26.3K
873
+2%
增持
WFC
WELLS FARGO CO NEW
+$25.7K
13,714
+1%
减持
VYM
VANGUARD WHITEHALL FDS
-$25.5K
1,877
-8%
减持
XLI
SELECT SECTOR SPDR TR
-$24.7K
4,707
-1%
减持
XLV
SELECT SECTOR SPDR TR
-$24.2K
3,529
-3%
增持
IWR
ISHARES TR
-$21.3K
7,099
+0%
减持
TFI
SPDR SER TR
-$20.1K
13,755
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$19.2K
6,309
-5%
减持
SPSM
SPDR SER TR
-$18.8K
11,261
-0%
增持
PG
PROCTER AND GAMBLE CO
+$18.3K
3,697
+1%
增持
DON
WISDOMTREE TR
-$17.9K
9,414
+0%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
-$17.2K
38,189
-1%
减持
MCK
MCKESSON CORP
+$16.8K
481
-2%
减持
IJT
ISHARES TR
-$15.2K
4,201
-1%
减持
IJH
ISHARES TR
-$14.1K
4,871
-1%
增持
TLT
ISHARES TR
-$13.9K
5,845
+0%
增持
KO
COCA COLA CO
+$13.8K
3,363
+3%
增持
—
EXXON MOBIL CORP
+$13.4K
2,695
+6%
减持
VGT
VANGUARD WORLD FD
+$13.3K
545
-5%
减持
VTI
VANGUARD INDEX FDS
-$13.2K
1,577
-6%
增持
HSY
HERSHEY CO
-$12.8K
1,248
+0%
减持
MBB
ISHARES TR
-$11.7K
9,674
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$11.6K
568
+9%
增持
CPB
CAMPBELL SOUP CO
+$11.3K
14,831
+0%
增持
IFRA
ISHARES TR
+$10.7K
7,461
+7%
减持
USMV
ISHARES TR
-$9.3K
6,415
-2%
增持
CWB
SPDR SER TR
+$9.0K
2,942
+6%
减持
NEE
NEXTERA ENERGY INC
+$8.5K
3,577
-7%
增持
ECL
ECOLAB INC
+$8.4K
1,119
+0%
减持
DFAU
DIMENSIONAL ETF TRUST
+$8.3K
9,158
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$6.8K
865
+1%
减持
IYK
ISHARES TR
-$6.5K
3,434
-0%
减持
IWV
ISHARES TR
-$6.2K
5,540
-3%
增持
CVX
CHEVRON CORP NEW
+$6.2K
3,454
+2%
减持
ESGU
ISHARES TR
+$5.3K
1,918
-1%
增持
IUSB
ISHARES TR
-$4.0K
45,436
+1%
增持
ACWV
ISHARES INC
-$3.7K
6,972
+0%
增持
SPTI
SPDR SER TR
+$3.6K
34,398
+1%
增持
IGEB
ISHARES TR
-$2.9K
9,030
+0%
增持
BIL
SPDR SER TR
+$2.1K
5,705
+0%
减持
SPTM
SPDR SER TR
+$1.8K
10,656
-3%
增持
QYLD
GLOBAL X FDS
+$1.2K
23,162
+2%
增持
EFA
ISHARES TR
-$1.1K
4,127
+2%
