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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 15
增持 71
减持 48
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
IUSB
ISHARES TR
+$5.6M
165,590
+263%
清仓
SPAB
SPDR SER TR
-$5.5M
0
-100%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$4.3M
5,896
-94%
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
DNL
WISDOMTREE TR
-$4.3M
5,627
-95%
增持
EFV
ISHARES TR
+$3.7M
101,512
+131%
增持
TFLO
ISHARES TR
+$3.0M
282,250
+26%
减持
AAPL
APPLE INC
-$2.6M
89,662
-0%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$2.5M
54,359
建仓
ICSH
ISHARES TR
+$2.3M
44,568
增持
IVE
ISHARES TR
+$2.3M
38,556
+45%
增持
HEFA
ISHARES TR
+$2.2M
275,303
+22%
增持
USFR
WISDOMTREE TR
+$2.1M
632,240
+7%
减持
XCEM
COLUMBIA ETF TR II
-$1.7M
100,043
-37%
建仓
TLH
ISHARES TR
+$1.7M
16,346
增持
SPYM
SPDR SER TR
-$1.6M
933,352
+2%
增持
EFG
ISHARES TR
+$1.6M
37,245
+66%
清仓
SPTS
SPDR SER TR
-$1.5M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$1.5M
22,438
-6%
增持
EMXC
ISHARES INC
+$1.4M
100,732
+34%
清仓
SPTL
SPDR SER TR
-$1.2M
0
-100%
增持
GLDM
WORLD GOLD TR
+$1.1M
30,820
+100%
增持
BIDD
BLACKROCK ETF TRUST
+$1.1M
473,148
+4%
增持
SPYG
SPDR SER TR
-$869.6K
156,770
+2%
增持
SPEM
SPDR INDEX SHS FDS
+$826.6K
50,794
+66%
清仓
IBTG
ISHARES TR
-$721.3K
0
-100%
增持
IEMG
ISHARES INC
+$692.1K
26,083
+90%
增持
JTEK
J P MORGAN EXCHANGE TRADED F
-$683.8K
139,196
+5%
建仓
XTEN
BONDBLOXX ETF TRUST
+$680.9K
14,620
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$668.1K
0
-100%
清仓
GII
SPDR INDEX SHS FDS
-$651.2K
0
-100%
增持
IEI
ISHARES TR
+$640.6K
68,282
+6%
减持
BMO
BANK MONTREAL QUE
-$634.5K
31,959
-16%
建仓
EMB
ISHARES TR
+$616.7K
6,808
增持
IVW
ISHARES TR
-$593.3K
107,635
+3%
减持
XLK
SELECT SECTOR SPDR TR
-$543.3K
13,959
-5%
增持
ABBV
ABBVIE INC
+$523.4K
16,018
+0%
增持
PULS
PGIM ETF TR
+$499.3K
159,795
+6%
减持
JAAA
JANUS DETROIT STR TR
-$490.2K
19,959
-33%
增持
MBB
ISHARES TR
+$487.0K
83,286
+4%
增持
SPDW
SPDR INDEX SHS FDS
+$447.9K
112,691
+5%
增持
HEEM
ISHARES INC
+$428.4K
173,713
+6%
减持
PSN
PARSONS CORP DEL
-$423.7K
8,635
-15%
减持
SPMB
SPDR SER TR
-$421.1K
118,054
-16%
清仓
TLT
ISHARES TR
-$400.8K
0
-100%
增持
QUAL
ISHARES TR
+$382.6K
24,647
+15%
清仓
IFRA
ISHARES TR
-$377.2K
0
-100%
清仓
EMTL
SSGA ACTIVE TR
-$352.8K
0
-100%
清仓
TSLA
TESLA INC
-$346.9K
0
-100%
建仓
MEAR
ISHARES U S ETF TR
+$343.1K
6,829
建仓
DBEF
DBX ETF TR
+$294.4K
6,799
建仓
VOO
VANGUARD INDEX FDS
+$289.5K
563
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$278.8K
252,234
+6%
减持
SGOV
ISHARES TR
-$277.9K
8,545
-25%
增持
DTD
WISDOMTREE TR
+$276.0K
93,383
+3%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$274.1K
632,454
+2%
清仓
CWB
SPDR SER TR
-$257.8K
0
-100%
减持
BIL
SPDR SER TR
-$257.6K
15,867
-15%
减持
DTH
WISDOMTREE TR
-$253.6K
14,052
-38%
减持
QQQ
INVESCO QQQ TR
-$253.5K
4,136
-4%
建仓
TGRT
T ROWE PRICE ETF INC
+$246.3K
7,180
增持
CME
CME GROUP INC
+$244.1K
6,941
+1%
清仓
UPS
UNITED PARCEL SERVICE INC
-$234.3K
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$234.1K
447
清仓
LCTU
BLACKROCK ETF TRUST
-$232.6K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$230.9K
7,450
-4%
建仓
CAH
CARDINAL HEALTH INC
+$226.2K
1,642
减持
MSFT
MICROSOFT CORP
-$221.8K
4,463
-1%
清仓
VIS
VANGUARD WORLD FD
-$220.0K
0
-100%
清仓
USB
US BANCORP DEL
-$219.8K
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$215.5K
0
-100%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$204.4K
3,969
建仓
IXUS
ISHARES TR
+$203.8K
2,920
增持
IVV
ISHARES TR
-$202.8K
9,744
+1%
建仓
DLN
WISDOMTREE TR
+$200.8K
2,530
增持
IWR
ISHARES TR
+$185.9K
9,412
+35%
增持
SCHZ
SCHWAB STRATEGIC TR
+$173.8K
228,640
+1%
增持
ABT
ABBOTT LABS
+$169.7K
7,293
+3%
增持
SUB
ISHARES TR
+$163.4K
10,646
+17%
减持
SPSM
SPDR SER TR
-$159.8K
9,114
-23%
增持
GLD
SPDR GOLD TR
+$159.2K
2,903
+4%
增持
IGEB
ISHARES TR
+$145.6K
13,171
+31%
增持
GOOGL
ALPHABET INC
-$140.0K
4,050
+0%
建仓
—
ISHARES TR
+$135.1K
13,159
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$133.1K
51,008
+5%
增持
IYW
ISHARES TR
-$128.7K
15,868
+7%
增持
AMZN
AMAZON COM INC
-$128.5K
6,421
+4%
减持
ORCL
ORACLE CORP
-$124.2K
2,907
-9%
减持
IWV
ISHARES TR
-$119.6K
5,790
-1%
增持
VTI
VANGUARD INDEX FDS
+$118.4K
2,088
+33%
增持
SPTI
SPDR SER TR
+$118.2K
39,469
+9%
减持
AVGO
BROADCOM INC
-$117.3K
1,602
-4%
增持
MUNI
PIMCO ETF TR
+$117.2K
11,687
+25%
减持
IJR
ISHARES TR
-$105.0K
7,336
-3%
减持
JNJ
JOHNSON & JOHNSON
+$104.9K
5,333
-1%
减持
BX
BLACKSTONE INC
-$97.1K
2,880
-1%
减持
MMIN
NEW YORK LIFE INVTS ACTIVE E
-$96.3K
45,051
-7%
增持
DYNF
BLACKROCK ETF TRUST
-$92.1K
175,590
+4%
减持
SPTM
SPDR SER TR
-$87.8K
11,140
-6%
增持
CVX
CHEVRON CORP NEW
+$86.3K
3,587
+1%
增持
GOOG
ALPHABET INC
-$83.7K
3,710
+7%
增持
V
VISA INC
+$83.5K
957
+20%
增持
IJH
ISHARES TR
-$76.6K
69,752
+5%
增持
DFAU
DIMENSIONAL ETF TRUST
+$75.6K
13,987
+23%
减持
ITOT
ISHARES TR
-$75.5K
6,962
-3%
增持
T
AT&T INC
+$73.4K
12,863
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$72.8K
667
+7%
减持
AMGN
AMGEN INC
+$70.9K
1,562
-2%
增持
RPG
INVESCO EXCHANGE TRADED FD T
-$69.4K
23,694
+0%
增持
ACWV
ISHARES INC
+$65.3K
7,114
+2%
增持
LLY
ELI LILLY & CO
+$61.1K
632
+6%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$60.9K
27,888
+5%
增持
IEFA
ISHARES TR
+$60.5K
5,728
+8%
增持
VZ
VERIZON COMMUNICATIONS INC
+$59.2K
10,764
+0%
减持
IJT
ISHARES TR
-$59.1K
4,095
-3%
减持
CAT
CATERPILLAR INC
-$58.4K
1,553
-1%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
+$52.0K
37,784
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$51.9K
7,239
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$51.7K
1,413
+4%
增持
KO
COCA COLA CO
+$51.7K
4,129
+5%
增持
MCK
MCKESSON CORP
+$49.8K
478
+0%
减持
WMT
WALMART INC
-$47.1K
9,635
-3%
减持
VOT
VANGUARD INDEX FDS
-$47.0K
1,896
-6%
增持
XLV
SELECT SECTOR SPDR TR
+$47.0K
3,702
+3%
减持
IWF
ISHARES TR
-$46.9K
800
-4%
增持
—
EXXON MOBIL CORP
+$44.9K
3,221
+2%
增持
VUG
VANGUARD INDEX FDS
-$44.6K
4,028
+7%
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$41.8K
1,931
+2%
减持
MGK
VANGUARD WORLD FD
-$36.7K
980
-1%
减持
ESGU
ISHARES TR
-$36.0K
1,912
-8%
增持
WM
WASTE MGMT INC DEL
+$35.0K
1,069
+2%
减持
IWM
ISHARES TR
-$33.4K
1,115
-4%
减持
PEP
PEPSICO INC
-$33.1K
3,706
-4%
减持
STPZ
PIMCO ETF TR
-$32.6K
7,405
-10%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$31.9K
7,614
-1%
增持
TXN
TEXAS INSTRS INC
+$30.2K
1,563
+17%
增持
QYLD
GLOBAL X FDS
-$30.1K
23,452
+2%
减持
MO
ALTRIA GROUP INC
+$29.0K
3,825
-0%
增持
SCHX
SCHWAB STRATEGIC TR
-$27.5K
25,051
+0%
减持
BILS
SPDR SER TR
-$25.3K
2,311
-10%
减持
MCD
MCDONALDS CORP
+$24.8K
2,542
-4%
减持
EFA
ISHARES TR
+$24.4K
4,071
-0%
增持
ECL
ECOLAB INC
+$22.9K
1,145
+0%
减持
VYM
VANGUARD WHITEHALL FDS
-$21.5K
1,907
-9%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$20.6K
11,335
+8%
减持
SPMD
SPDR SER TR
-$20.6K
5,673
-0%
增持
HD
HOME DEPOT INC
-$20.2K
933
+0%
减持
SPYV
SPDR SER TR
-$19.6K
53,565
-1%
增持
CSCO
CISCO SYS INC
+$19.4K
4,258
+4%
增持
COST
COSTCO WHSL CORP NEW
+$19.3K
623
+0%
减持
HDV
ISHARES TR
+$18.4K
2,683
-2%
