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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 23
增持 92
减持 33
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SER TR
+$30.5M
913,782
+90%
减持
IVV
ISHARES TR
-$24.9M
9,645
-82%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$14.8M
238,146
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
-$12.8M
22,506
-93%
建仓
BIDD
BLACKROCK ETF TRUST
+$11.2M
453,937
减持
SPY
SPDR S&P 500 ETF TR
-$7.9M
23,917
-37%
建仓
HEFA
ISHARES TR
+$7.8M
225,220
建仓
PULS
PGIM ETF TR
+$7.4M
150,300
建仓
IEI
ISHARES TR
+$7.4M
64,266
减持
JAAA
JANUS DETROIT STR TR
-$7.2M
29,626
-83%
增持
MBB
ISHARES TR
+$6.3M
79,882
+661%
减持
SPYG
SPDR SER TR
-$5.6M
153,233
-33%
减持
XLK
SELECT SECTOR SPDR TR
-$5.6M
14,733
-63%
减持
USFR
WISDOMTREE TR
-$5.1M
590,520
-15%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$5.0M
618,834
-13%
建仓
HEEM
ISHARES INC
+$4.4M
164,629
增持
IJH
ISHARES TR
+$3.8M
66,549
+1266%
增持
JTEK
J P MORGAN EXCHANGE TRADED F
+$2.5M
132,633
+22%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$2.5M
26,519
减持
SPAB
SPDR SER TR
-$1.6M
221,941
-19%
建仓
CME
CME GROUP INC
+$1.6M
6,878
减持
AAPL
APPLE INC
+$1.4M
89,778
-1%
增持
TFLO
ISHARES TR
+$1.4M
224,207
+15%
建仓
PSN
PARSONS CORP DEL
+$935.0K
10,135
增持
ABBV
ABBVIE INC
+$814.5K
15,941
+56%
建仓
GLDM
WORLD GOLD TR
+$801.7K
15,421
增持
BIL
SPDR SER TR
+$746.9K
18,737
+78%
建仓
IBTG
ISHARES TR
+$721.3K
31,621
减持
IUSB
ISHARES TR
-$691.1K
45,569
-22%
建仓
PAAA
PGIM ETF TR
+$540.6K
10,558
增持
SGOV
ISHARES TR
+$540.3K
11,345
+91%
建仓
ORCL
ORACLE CORP
+$530.6K
3,184
减持
EMXC
ISHARES INC
-$430.1K
75,307
-0%
减持
DTD
WISDOMTREE TR
-$409.2K
91,083
-5%
增持
DYNF
BLACKROCK ETF TRUST
+$396.8K
168,856
+1%
增持
XCEM
COLUMBIA ETF TR II
-$385.8K
157,736
+2%
减持
IVW
ISHARES TR
+$383.3K
104,255
-2%
减持
BMO
BANK MONTREAL QUE
-$365.6K
37,990
-15%
建仓
TSLA
TESLA INC
+$346.9K
859
增持
SPDW
SPDR INDEX SHS FDS
-$321.2K
107,096
+1%
清仓
MOAT
VANECK ETF TRUST
-$297.1K
0
-100%
清仓
KKR
KKR & CO INC
-$264.8K
0
-100%
增持
AMZN
AMAZON COM INC
+$253.9K
6,154
+5%
建仓
V
VISA INC
+$251.9K
797
增持
STIP
ISHARES TR
+$244.4K
4,953
+98%
建仓
CSCO
CISCO SYS INC
+$243.3K
4,110
增持
MAIN
MAIN STR CAP CORP
+$242.1K
8,583
+65%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$237.4K
4,714
建仓
CMCSA
COMCAST CORP NEW
+$232.8K
6,204
增持
WFC
WELLS FARGO CO NEW
+$230.1K
14,289
+4%
增持
PXF
INVESCO EXCH TRADED FD TR II
-$219.4K
97,054
+4%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$217.2K
6,925
增持
DNL
WISDOMTREE TR
-$212.5K
124,609
+5%
建仓
WM
WASTE MGMT INC DEL
+$212.5K
1,053
建仓
PAYX
PAYCHEX INC
+$210.5K
1,501
增持
IYW
ISHARES TR
+$210.5K
14,777
+4%
建仓
GLTR
ABRDN PRECIOUS METALS BASKET
+$208.2K
1,896
增持
NVDA
NVIDIA CORPORATION
+$202.7K
7,732
+12%
增持
MSFT
MICROSOFT CORP
+$200.9K
4,501
+14%
建仓
MO
ALTRIA GROUP INC
+$200.5K
3,835
增持
EFV
ISHARES TR
-$191.8K
44,029
+1%
增持
ABT
ABBOTT LABS
+$188.0K
7,053
+32%
增持
AVGO
BROADCOM INC
+$180.6K
1,663
+40%
增持
GOOGL
ALPHABET INC
+$175.5K
4,048
+14%
增持
QQQ
INVESCO QQQ TR
+$171.0K
4,289
+4%
增持
EFG
ISHARES TR
-$165.2K
22,402
+3%
增持
BX
BLACKSTONE INC
+$161.3K
2,898
+31%
增持
IWV
ISHARES TR
+$160.5K
5,860
+6%
增持
MUB
ISHARES TR
+$147.1K
10,013
+18%
增持
VZ
VERIZON COMMUNICATIONS INC
+$140.1K
10,729
+67%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
-$135.7K
38,108
-0%
增持
SUB
ISHARES TR
+$132.7K
9,109
+17%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$110.1K
7,452
-6%
增持
GOOG
ALPHABET INC
+$109.2K
3,483
+5%
增持
WMT
WALMART INC
+$106.7K
9,883
+1%
增持
SPTS
SPDR SER TR
+$100.6K
51,913
+9%
增持
SCHZ
SCHWAB STRATEGIC TR
-$97.0K
225,616
+105%
增持
SPTL
SPDR SER TR
-$85.0K
44,855
+4%
增持
SPEM
SPDR INDEX SHS FDS
-$82.8K
30,575
+0%
增持
SPTM
SPDR SER TR
+$81.7K
11,836
+9%
增持
IVE
ISHARES TR
-$80.1K
26,664
+2%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$78.2K
48,525
-3%
增持
JPM
JPMORGAN CHASE & CO.
+$76.8K
2,326
+2%
增持
SPYV
SPDR SER TR
-$74.6K
53,875
+1%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$73.1K
7,695
+29%
增持
META
META PLATFORMS INC
+$72.2K
1,012
+11%
增持
IEMG
ISHARES INC
-$70.2K
13,704
+0%
增持
SPMB
SPDR SER TR
-$66.9K
140,335
+2%
增持
JNJ
JOHNSON & JOHNSON
-$65.0K
5,390
+3%
减持
VUG
VANGUARD INDEX FDS
-$58.1K
3,748
-10%
减持
BILS
SPDR SER TR
-$56.3K
2,574
-18%
增持
AMGN
AMGEN INC
-$51.8K
1,595
+10%
增持
GLD
SPDR GOLD TR
+$51.4K
2,797
+9%
增持
DFAU
DIMENSIONAL ETF TRUST
+$49.0K
11,411
+10%
减持
DVY
ISHARES TR
-$48.7K
11,059
-0%
增持
USMV
ISHARES TR
+$48.5K
7,138
+11%
增持
T
AT&T INC
+$47.9K
12,752
+16%
增持
TLT
ISHARES TR
-$47.8K
4,590
+0%
减持
VHT
VANGUARD WORLD FD
-$47.2K
1,304
-3%
增持
CWB
SPDR SER TR
+$44.5K
3,309
+19%
减持
RPG
INVESCO EXCHANGE TRADED FD T
+$42.9K
23,648
-0%
减持
MMIN
NEW YORK LIFE INVTS ACTIVE E
-$42.5K
48,692
-1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$42.2K
871
+13%
增持
BP
BP PLC
-$41.7K
23,531
+0%
增持
ISRG
INTUITIVE SURGICAL INC
+$40.9K
851
+4%
增持
CAT
CATERPILLAR INC
-$38.4K
1,573
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$36.6K
1,858
-6%
增持
ACWV
ISHARES INC
-$36.0K
6,983
+0%
增持
PEP
PEPSICO INC
-$35.6K
3,871
+5%
增持
IWF
ISHARES TR
+$35.5K
836
+5%
减持
QUAL
ISHARES TR
-$33.2K
21,503
-0%
减持
MCK
MCKESSON CORP
+$33.0K
477
-1%
增持
IWM
ISHARES TR
+$32.2K
1,158
+14%
增持
SHYM
BLACKROCK ETF TRUST II
+$31.9K
16,502
+12%
增持
IEFA
ISHARES TR
-$31.5K
5,305
+2%
增持
ITOT
ISHARES TR
+$31.4K
7,191
+1%
减持
HDV
ISHARES TR
-$29.7K
2,731
-4%
增持
EFA
ISHARES TR
-$28.3K
4,078
+1%
增持
MCD
MCDONALDS CORP
+$27.7K
2,654
+9%
增持
LLY
ELI LILLY & CO
+$25.9K
597
+22%
增持
MGK
VANGUARD WORLD FD
+$23.9K
988
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$22.9K
2,096
+10%
增持
PG
PROCTER AND GAMBLE CO
+$22.9K
3,963
+7%
减持
DEW
WISDOMTREE TR
-$22.3K
5,458
-3%
增持
ECL
ECOLAB INC
-$21.7K
1,141
+1%
增持
MUNI
PIMCO ETF TR
+$21.1K
9,380
+7%
增持
MUST
COLUMBIA ETF TR I
+$20.6K
12,079
+12%
减持
SPMD
SPDR SER TR
-$19.1K
5,686
-6%
增持
HSY
HERSHEY CO
-$19.0K
1,303
+4%
增持
VGT
VANGUARD WORLD FD
+$18.5K
521
+0%
增持
GII
SPDR INDEX SHS FDS
-$17.5K
11,006
+2%
增持
IDU
ISHARES TR
+$17.4K
2,371
+15%
增持
COWZ
PACER FDS TR
-$17.2K
12,994
+0%
增持
NEE
NEXTERA ENERGY INC
-$16.4K
4,002
+12%
增持
USB
US BANCORP DEL
+$16.4K
4,595
+3%
增持
XLI
SELECT SECTOR SPDR TR
+$15.6K
4,957
+5%
减持
IFRA
ISHARES TR
-$14.7K
8,148
-2%
增持
SCHX
SCHWAB STRATEGIC TR
+$14.1K
25,050
+200%
增持
BINC
BLACKROCK ETF TRUST II
-$14.1K
33,546
+2%
增持
TXN
TEXAS INSTRS INC
+$13.6K
1,337
+16%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$13.6K
3,573
+2%
增持
HD
HOME DEPOT INC
+$13.3K
931
+8%
减持
STPZ
PIMCO ETF TR
-$13.1K
8,272
-2%
增持
—
EXXON MOBIL CORP
+$12.6K
3,144
+13%
增持
VOE
VANGUARD INDEX FDS
-$12.2K
2,697
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$12.2K
623
+6%
增持
SPSM
SPDR SER TR
+$12.0K
11,826
+4%
增持
CVX
CHEVRON CORP NEW
+$11.3K
3,547
+4%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$9.3K
11,484
+3%
减持
IWR
ISHARES TR
-$6.9K
6,955
-1%
