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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 135 项
建仓 9
增持 76
减持 48
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
BMO
BANK MONTREAL QUE
+$4.1M
44,928
增持
SCHZ
SCHWAB STRATEGIC TR
+$4.0M
109,816
+306%
增持
AAPL
APPLE INC
+$3.2M
90,365
+6%
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
PXF
INVESCO EXCH TRADED FD TR II
+$2.9M
93,368
+131%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$2.8M
715,076
+1%
减持
SPAB
SPDR SER TR
-$2.5M
275,187
-29%
增持
TFLO
ISHARES TR
+$1.8M
195,450
+22%
增持
USFR
WISDOMTREE TR
+$1.7M
692,857
+5%
增持
EFV
ISHARES TR
+$1.6M
43,491
+167%
减持
IVV
ISHARES TR
+$1.4M
53,050
-1%
清仓
HEFA
ISHARES TR
-$1.2M
0
-100%
增持
DTH
WISDOMTREE TR
+$1.2M
329,646
+1%
增持
SPYG
SPDR SER TR
+$862.8K
229,776
+1%
增持
XCEM
COLUMBIA ETF TR II
+$845.4K
154,723
+17%
增持
DYNF
BLACKROCK ETF TRUST
+$788.4K
166,912
+5%
减持
SPEM
SPDR INDEX SHS FDS
-$734.1K
30,426
-42%
增持
IUSB
ISHARES TR
+$696.2K
58,378
+28%
增持
EMXC
ISHARES INC
+$627.3K
75,371
+12%
增持
IVE
ISHARES TR
+$614.0K
26,220
+5%
增持
BINC
BLACKROCK ETF TRUST II
+$611.5K
32,862
+49%
增持
DTD
WISDOMTREE TR
+$587.2K
95,450
+0%
减持
SPYM
SPDR SER TR
+$576.9K
481,778
-3%
增持
BIL
SPDR SER TR
+$442.6K
10,524
+84%
增持
QUAL
ISHARES TR
+$385.0K
21,542
+6%
建仓
BX
BLACKSTONE INC
+$338.4K
2,210
减持
SPY
SPDR S&P 500 ETF TR
-$316.0K
38,248
-6%
增持
SPDW
SPDR INDEX SHS FDS
+$314.1K
105,867
+1%
减持
SPTL
SPDR SER TR
-$306.2K
43,335
-25%
减持
IEMG
ISHARES INC
-$280.0K
13,687
-31%
增持
ABBV
ABBVIE INC
+$268.4K
10,220
+0%
建仓
KKR
KKR & CO INC
+$264.8K
2,028
建仓
MAIN
MAIN STR CAP CORP
+$260.7K
5,200
增持
SGOV
ISHARES TR
+$255.4K
5,936
+75%
建仓
T
AT&T INC
+$242.5K
11,023
增持
SPYV
SPDR SER TR
+$241.2K
53,533
+1%
增持
EFG
ISHARES TR
+$228.1K
21,685
+5%
建仓
MUST
COLUMBIA ETF TR I
+$224.7K
10,813
建仓
IDU
ISHARES TR
+$210.7K
2,065
建仓
AVGO
BROADCOM INC
+$204.9K
1,188
建仓
USB
US BANCORP DEL
+$203.4K
4,448
清仓
SMH
VANECK ETF TRUST
-$203.1K
0
-100%
减持
IVW
ISHARES TR
+$189.2K
106,545
-2%
增持
COWZ
PACER FDS TR
+$187.3K
12,988
+26%
增持
JAAA
JANUS DETROIT STR TR
+$154.6K
170,987
+2%
增持
GLD
SPDR GOLD TR
+$141.0K
2,575
+14%
减持
XLK
SELECT SECTOR SPDR TR
-$131.6K
39,857
-1%
增持
WMT
WALMART INC
+$127.6K
9,737
+0%
增持
MBB
ISHARES TR
+$117.4K
10,495
+8%
减持
DVY
ISHARES TR
+$112.1K
11,110
-3%
减持
BP
BP PLC
-$111.4K
23,488
-0%
减持
SPMB
SPDR SER TR
+$98.7K
137,201
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$97.1K
7,903
-2%
增持
MUB
ISHARES TR
+$93.5K
8,467
+9%
增持
JNJ
JOHNSON & JOHNSON
+$92.4K
5,211
+1%
增持
CAT
CATERPILLAR INC
+$90.7K
1,557
+0%
减持
IWV
ISHARES TR
+$88.4K
5,504
-1%
减持
TLT
ISHARES TR
-$87.8K
4,573
-22%
减持
MCD
MCDONALDS CORP
+$86.4K
2,436
-5%
增持
META
META PLATFORMS INC
+$86.2K
909
+6%
减持
DNL
WISDOMTREE TR
-$82.7K
119,202
-3%
增持
SHYM
BLACKROCK ETF TRUST II
+$82.0K
14,754
+28%
增持
MMIN
NEW YORK LIFE INVTS ACTIVE E
+$80.7K
48,956
+5%
减持
BILS
SPDR SER TR
-$79.3K
3,128
-20%
增持
IFRA
ISHARES TR
+$77.6K
8,343
+12%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$75.4K
49,841
-3%
减持
ITOT
ISHARES TR
-$74.8K
7,113
-13%
增持
LOW
LOWES COS INC
+$74.4K
1,393
+1%
增持
SPSK
TIDAL ETF TR
+$73.8K
26,226
+13%
减持
IJR
ISHARES TR
+$73.2K
7,464
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$72.9K
1,346
+4%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$70.9K
11,164
+10%
减持
MSFT
MICROSOFT CORP
-$70.8K
3,942
-0%
增持
DFAU
DIMENSIONAL ETF TRUST
+$69.7K
10,406
+14%
减持
GOOGL
ALPHABET INC
-$62.6K
3,562
-1%
增持
MUNI
PIMCO ETF TR
+$61.5K
8,761
+13%
减持
GOOG
ALPHABET INC
-$58.9K
3,314
-1%
增持
SPTM
SPDR SER TR
+$56.7K
10,902
+2%
增持
ABT
ABBOTT LABS
+$55.8K
5,348
+0%
增持
JTEK
J P MORGAN EXCHANGE TRADED F
+$53.4K
109,028
+2%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$53.2K
38,253
+0%
增持
SPSM
SPDR SER TR
+$51.6K
11,410
+1%
增持
SPTI
SPDR SER TR
+$50.7K
34,910
+1%
增持
NEE
NEXTERA ENERGY INC
+$50.0K
3,588
+0%
增持
VUG
VANGUARD INDEX FDS
+$48.7K
4,158
+0%
减持
HD
HOME DEPOT INC
+$48.4K
861
-1%
减持
NVDA
NVIDIA CORPORATION
-$47.2K
6,881
-4%
减持
USMV
ISHARES TR
+$46.7K
6,410
-0%
增持
IJT
ISHARES TR
+$46.6K
4,202
+0%
减持
IWR
ISHARES TR
+$46.0K
7,053
-1%
增持
DON
WISDOMTREE TR
+$46.0K
9,511
+1%
增持
IEFA
ISHARES TR
+$44.9K
5,180
+5%
减持
QQQ
INVESCO QQQ TR
-$44.8K
4,143
-4%
增持
IGEB
ISHARES TR
+$44.5K
9,578
+6%
减持
GII
SPDR INDEX SHS FDS
+$43.8K
10,840
-5%
增持
MCK
MCKESSON CORP
-$42.1K
483
+0%
减持
WFC
WELLS FARGO CO NEW
-$41.0K
13,693
-0%
减持
STPZ
PIMCO ETF TR
-$39.9K
8,438
-10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$39.1K
587
+3%
增持
ISRG
INTUITIVE SURGICAL INC
+$39.0K
821
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$38.3K
3,588
+2%
减持
CVX
CHEVRON CORP NEW
-$37.8K
3,412
-1%
增持
ESGU
ISHARES TR
+$35.6K
2,096
+9%
增持
PG
PROCTER AND GAMBLE CO
+$31.8K
3,704
+0%
减持
SPMD
SPDR SER TR
-$30.7K
6,036
-14%
增持
KO
COCA COLA CO
+$28.7K
3,379
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$28.7K
6,433
+2%
增持
VTI
VANGUARD INDEX FDS
+$28.1K
1,589
+1%
增持
LCTU
BLACKROCK ETF TRUST
+$27.2K
3,628
+8%
增持
DEW
WISDOMTREE TR
+$27.0K
5,616
+0%
增持
COST
COSTCO WHSL CORP NEW
+$25.3K
622
+0%
减持
SPTS
SPDR SER TR
+$23.5K
47,787
-0%
减持
UPS
UNITED PARCEL SERVICE INC
-$23.2K
1,987
-8%
增持
ECL
ECOLAB INC
+$22.7K
1,132
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$21.9K
1,907
+2%
减持
IYW
ISHARES TR
-$21.3K
14,159
-2%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$20.7K
5,946
+0%
减持
TFI
SPDR SER TR
-$20.4K
13,003
-5%
增持
JPM
JPMORGAN CHASE & CO.
+$19.8K
2,280
+0%
减持
MOAT
VANECK ETF TRUST
+$19.4K
3,064
-4%
增持
TXN
TEXAS INSTRS INC
+$19.3K
1,148
+3%
减持
STIP
ISHARES TR
-$17.0K
2,506
-8%
减持
IWM
ISHARES TR
+$16.9K
1,013
-1%
增持
—
EXXON MOBIL CORP
+$15.4K
2,778
+3%
增持
AMZN
AMAZON COM INC
-$15.0K
5,883
+2%
减持
LLY
ELI LILLY & CO
-$15.0K
491
-1%
增持
AMGN
AMGEN INC
+$14.8K
1,451
+0%
减持
PEP
PEPSICO INC
+$14.7K
3,671
-1%
增持
QYLD
GLOBAL X FDS
+$14.5K
23,489
+1%
减持
EFA
ISHARES TR
+$13.4K
4,025
-2%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$11.1K
3,504
+3%
增持
HSY
HERSHEY CO
+$10.4K
1,250
+0%
减持
VGT
VANGUARD WORLD FD
-$9.2K
520
-5%
减持
EMTL
SSGA ACTIVE TR
-$6.6K
8,239
-5%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$6.3K
769
-11%
减持
CWB
SPDR SER TR
+$1.2K
2,784
-5%
