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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 15
增持 73
减持 55
清仓 7
方向
标的
Δ市值
现股数(环比)
清仓
HELO
J P MORGAN EXCHANGE TRADED F
-$15.1M
0
-100%
增持
EFV
ISHARES TR
+$4.4M
162,846
+60%
建仓
THRO
BLACKROCK ETF TRUST
+$4.2M
119,129
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
JQUA
J P MORGAN EXCHANGE TRADED F
+$2.8M
641,311
+1%
增持
JTEK
J P MORGAN EXCHANGE TRADED F
+$2.7M
143,240
+3%
减持
EMXC
ISHARES INC
-$2.5M
48,492
-52%
增持
SPYG
SPDR SERIES TRUST
+$2.4M
157,049
+0%
建仓
IAGG
ISHARES TR
+$2.3M
44,191
增持
SPEM
SPDR INDEX SHS FDS
+$2.2M
97,940
+93%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$1.9M
84,042
+55%
增持
TLH
ISHARES TR
+$1.8M
34,895
+113%
建仓
BAI
BLACKROCK ETF TRUST
+$1.7M
59,582
增持
IEMG
ISHARES INC
+$1.6M
50,638
+94%
增持
AAPL
APPLE INC
-$1.4M
90,457
+1%
减持
USFR
WISDOMTREE TR
-$1.4M
605,651
-4%
增持
DYNF
BLACKROCK ETF TRUST
+$1.2M
179,967
+2%
减持
IUSB
ISHARES TR
-$1.2M
138,858
-16%
增持
QUAL
ISHARES TR
+$953.4K
28,254
+15%
增持
BILS
SPDR SERIES TRUST
+$903.7K
11,401
+393%
减持
HEFA
ISHARES TR
-$886.8K
239,831
-13%
清仓
SGOV
ISHARES TR
-$860.2K
0
-100%
增持
XTEN
BONDBLOXX ETF TRUST
+$843.0K
33,012
+126%
增持
BIDD
BLACKROCK ETF TRUST
+$838.8K
479,787
+1%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$629.7K
28,543
+2%
增持
MSFT
MICROSOFT CORP
+$576.4K
4,527
+1%
增持
TFLO
ISHARES TR
+$567.9K
293,518
+4%
增持
EFG
ISHARES TR
+$564.0K
38,290
+3%
清仓
PAAA
PGIM ETF TR
-$546.7K
0
-100%
增持
BIL
SPDR SERIES TRUST
+$521.4K
21,551
+36%
增持
HEEM
ISHARES INC
+$494.8K
178,522
+3%
增持
IVE
ISHARES TR
+$493.4K
40,126
+4%
增持
NVDA
NVIDIA CORPORATION
+$486.7K
8,191
+10%
增持
SPDW
SPDR INDEX SHS FDS
+$471.1K
112,970
+0%
减持
JAAA
JANUS DETROIT STR TR
-$467.0K
10,742
-46%
减持
XCEM
COLUMBIA ETF TR II
+$458.0K
99,846
-0%
增持
ABBV
ABBVIE INC
-$378.6K
16,041
+0%
减持
GLDM
WORLD GOLD TR
-$376.8K
23,361
-24%
增持
PULS
PGIM ETF TR
+$355.4K
166,841
+4%
增持
IJH
ISHARES TR
+$336.0K
71,042
+2%
减持
SPYM
SPDR SERIES TRUST
+$301.6K
848,519
-9%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$280.3K
56,442
+11%
增持
DTD
WISDOMTREE TR
+$249.5K
93,503
+0%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$244.5K
3,155
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$238.7K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
+$237.5K
12,320
-12%
增持
ORCL
ORACLE CORP
+$234.6K
2,932
+1%
清仓
UNH
UNITEDHEALTH GROUP INC
-$234.1K
0
-100%
建仓
BLOK
AMPLIFY ETF TR
+$228.4K
4,000
减持
QQQ
INVESCO QQQ TR
+$222.2K
3,919
-5%
建仓
LCTU
BLACKROCK ETF TRUST
+$221.8K
3,297
建仓
SMH
VANECK ETF TRUST
+$221.0K
792
增持
MBB
ISHARES TR
+$217.0K
85,500
+3%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$216.9K
1,986
增持
IEI
ISHARES TR
+$215.6K
69,545
+2%
建仓
TSLA
TESLA INC
+$214.1K
674
建仓
GOVT
ISHARES TR
+$213.2K
9,277
建仓
QTEC
FIRST TR EXCHANGE-TRADED FD
+$212.8K
1,000
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$206.0K
6,443
建仓
PM
PHILIP MORRIS INTL INC
+$205.8K
1,130
增持
AVGO
BROADCOM INC
+$204.8K
1,716
+7%
建仓
PFGC
PERFORMANCE FOOD GROUP CO
+$201.8K
2,307
建仓
DFAI
DIMENSIONAL ETF TRUST
+$201.0K
5,813
清仓
DNL
WISDOMTREE TR
-$200.7K
0
-100%
减持
IVW
ISHARES TR
-$199.5K
88,939
-17%
减持
VUG
VANGUARD INDEX FDS
+$175.8K
3,808
-5%
减持
XLV
SELECT SECTOR SPDR TR
-$144.8K
2,936
-21%
减持
META
META PLATFORMS INC
+$142.5K
999
-3%
减持
CPB
THE CAMPBELLS COMPANY
-$138.2K
14,808
-0%
减持
MMIN
NEW YORK LIFE INVTS ACTIVE E
-$138.0K
39,749
-12%
清仓
—
ISHARES TR
-$135.1K
0
-100%
增持
DFAU
DIMENSIONAL ETF TRUST
+$130.4K
15,771
+13%
增持
TGRT
T ROWE PRICE ETF INC
+$127.8K
9,254
+29%
增持
IEFA
ISHARES TR
+$120.9K
6,639
+16%
减持
WFC
WELLS FARGO CO NEW
+$113.4K
14,144
-0%
增持
BINC
BLACKROCK ETF TRUST II
+$111.7K
35,454
+5%
减持
DTH
WISDOMTREE TR
-$111.6K
10,469
-25%
增持
SPTM
SPDR SERIES TRUST
+$110.5K
11,592
+4%
增持
ICSH
ISHARES TR
+$105.2K
46,633
+5%
增持
SPYV
SPDR SERIES TRUST
+$104.3K
54,259
+1%
减持
CVX
CHEVRON CORP NEW
-$104.1K
3,464
-3%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
+$101.1K
37,367
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$98.6K
2,260
-0%
减持
PEP
PEPSICO INC
-$97.4K
3,471
-6%
增持
CAT
CATERPILLAR INC
+$95.0K
1,564
+1%
减持
AMZN
AMAZON COM INC
+$94.7K
6,000
-7%
减持
WMT
WALMART INC
+$93.7K
9,609
-0%
减持
BP
BP PLC
-$91.1K
23,523
-0%
增持
GOOG
ALPHABET INC
+$90.6K
3,778
+2%
减持
IWV
ISHARES TR
+$80.7K
5,470
-6%
减持
DVY
ISHARES TR
-$79.1K
10,394
-4%
增持
CME
CME GROUP INC
+$76.1K
6,957
+0%
减持
JNJ
JOHNSON & JOHNSON
-$74.5K
5,302
-1%
增持
IWR
ISHARES TR
+$74.1K
9,511
+1%
增持
SPSK
TIDAL TRUST I
+$72.1K
29,898
+14%
减持
IYW
ISHARES TR
+$71.4K
13,273
-16%
增持
MUB
ISHARES TR
+$70.8K
10,821
+8%
减持
ITOT
ISHARES TR
+$65.3K
6,774
-3%
增持
IXUS
ISHARES TR
+$65.3K
3,481
+19%
增持
ISRG
INTUITIVE SURGICAL INC
+$54.5K
917
+2%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$54.1K
6,280
+7%
减持
AMGN
AMGEN INC
-$52.5K
1,555
-0%
增持
STPZ
PIMCO ETF TR
+$52.3K
8,405
+14%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$51.0K
1,365
-3%
减持
GOOGL
ALPHABET INC
+$49.5K
3,835
-5%
减持
USMV
ISHARES TR
-$47.8K
6,322
-8%
增持
SPMB
SPDR SERIES TRUST
+$46.6K
119,897
+2%
减持
PG
PROCTER AND GAMBLE CO
-$45.8K
3,990
-0%
减持
VOO
VANGUARD INDEX FDS
-$45.6K
429
-24%
增持
EMB
ISHARES TR
+$44.2K
7,136
+5%
增持
TXN
TEXAS INSTRS INC
+$44.1K
1,565
+0%
增持
DFAT
DIMENSIONAL ETF TRUST
+$44.0K
4,602
+16%
增持
MCD
MCDONALDS CORP
-$42.2K
2,574
+1%
增持
SUB
ISHARES TR
+$40.1K
10,949
+3%
减持
IVV
ISHARES TR
+$39.8K
8,882
-9%
增持
VO
VANGUARD INDEX FDS
+$39.6K
1,635
+1%
减持
VGT
VANGUARD WORLD FD
+$39.1K
485
-7%
减持
—
EXXON MOBIL CORP
-$38.7K
3,195
-1%
减持
VOT
VANGUARD INDEX FDS
+$38.4K
1,766
-7%
减持
PSN
PARSONS CORP DEL
+$36.7K
7,635
-12%
增持
EFA
ISHARES TR
+$36.3K
4,128
+1%
减持
IJR
ISHARES TR
+$34.1K
7,331
-0%
增持
SPTI
SPDR SERIES TRUST
+$33.7K
40,380
+2%
减持
XLI
SELECT SECTOR SPDR TR
+$32.8K
4,585
-7%
增持
SPMD
SPDR SERIES TRUST
+$31.9K
5,926
+4%
增持
MCK
MCKESSON CORP
+$31.5K
482
+1%
增持
MEAR
ISHARES U S ETF TR
+$29.1K
7,405
+8%
减持
CSCO
CISCO SYS INC
+$28.9K
4,204
-1%
增持
BX
BLACKSTONE INC
+$28.4K
2,881
+0%
减持
VTI
VANGUARD INDEX FDS
-$28.3K
1,795
-14%
增持
ABT
ABBOTT LABS
+$27.0K
7,311
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$26.9K
676
+1%
增持
ESGU
ISHARES TR
+$26.5K
1,919
+0%
减持
COST
COSTCO WHSL CORP NEW
+$25.5K
621
-0%
增持
IGEB
ISHARES TR
+$25.2K
13,601
+3%
减持
IDU
ISHARES TR
-$23.4K
2,081
-12%
增持
SHYM
BLACKROCK ETF TRUST II
+$21.8K
17,703
+8%
增持
VZ
VERIZON COMMUNICATIONS INC
-$21.6K
10,785
+0%
减持
HDV
ISHARES TR
-$20.6K
2,598
-3%
增持
DBEF
DBX ETF TR
+$20.5K
7,197
+6%
减持
SPUS
TIDAL TRUST I
+$20.2K
22,725
-10%
增持
IWM
ISHARES TR
+$18.5K
1,117
+0%
增持
MUNI
PIMCO ETF TR
+$17.9K
12,078
+3%
增持
SPSM
SPDR SERIES TRUST
+$17.6K
9,132
+0%
减持
QYLD
GLOBAL X FDS
-$17.4K
22,283
-5%
减持
STIP
ISHARES TR
-$17.3K
4,812
-3%
减持
DEW
WISDOMTREE TR
-$16.8K
5,069
-7%
增持
LOW
LOWES COS INC
-$15.3K
1,594
+1%
减持
SCHZ
SCHWAB STRATEGIC TR
+$15.0K
228,497
-0%
减持
V
VISA INC
-$14.4K
904
-6%
减持
HD
HOME DEPOT INC
-$13.4K
896
-4%
