小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 16
增持 89
减持 41
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SERIES TRUST
+$6.8M
874,721
+3%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$5.4M
169,614
+102%
减持
AAPL
APPLE INC
+$4.5M
90,392
-0%
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
EFG
ISHARES TR
-$3.4M
7,461
-81%
减持
USFR
WISDOMTREE TR
-$3.4M
538,485
-11%
增持
BAI
BLACKROCK ETF TRUST
+$3.1M
141,298
+137%
建仓
SHLD
GLOBAL X FDS
+$2.5M
34,904
减持
EFV
ISHARES TR
-$2.2M
120,146
-26%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$2.1M
645,295
+1%
建仓
AVEM
AMERICAN CENTY ETF TR
+$2.1M
27,712
增持
DYNF
BLACKROCK ETF TRUST
+$1.9M
197,006
+9%
增持
GLDM
WORLD GOLD TR
+$1.8M
44,138
+89%
减持
XLK
SELECT SECTOR SPDR TR
-$1.8M
4,643
-62%
增持
SPYG
SPDR SERIES TRUST
+$1.7M
159,939
+2%
增持
JTEK
J P MORGAN EXCHANGE TRADED F
+$1.6M
148,577
+4%
减持
IUSB
ISHARES TR
-$1.5M
105,879
-24%
增持
STIP
ISHARES TR
+$1.4M
17,897
+272%
减持
TFLO
ISHARES TR
-$1.3M
269,069
-8%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$1.0M
75,968
+35%
增持
BIDD
BLACKROCK ETF TRUST
+$962.9K
502,102
+5%
减持
IVW
ISHARES TR
+$831.7K
88,005
-1%
建仓
SGOV
ISHARES TR
+$830.8K
8,250
增持
HEEM
ISHARES INC
+$824.0K
184,150
+3%
增持
HEFA
ISHARES TR
+$720.3K
248,026
+3%
减持
IYW
ISHARES TR
-$715.9K
8,088
-39%
增持
IVE
ISHARES TR
+$710.6K
41,412
+3%
建仓
PAAA
PGIM ETF TR
+$707.9K
13,745
减持
ABBV
ABBVIE INC
+$704.4K
15,902
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$610.1K
19,776
-3%
增持
DTD
WISDOMTREE TR
+$599.1K
95,648
+2%
增持
NVDA
NVIDIA CORPORATION
+$563.5K
9,956
+22%
增持
MBB
ISHARES TR
+$544.4K
90,089
+5%
增持
IJH
ISHARES TR
+$466.9K
74,670
+5%
增持
IEI
ISHARES TR
+$446.3K
73,035
+5%
增持
THRO
BLACKROCK ETF TRUST
+$414.1K
122,893
+3%
减持
IVV
ISHARES TR
+$395.9K
8,832
-1%
增持
SPDW
SPDR INDEX SHS FDS
+$388.3K
115,973
+3%
减持
BIL
SPDR SERIES TRUST
-$345.7K
17,778
-18%
增持
PULS
PGIM ETF TR
+$323.9K
173,108
+4%
建仓
BDYN
BLACKROCK ETF TRUST
+$322.9K
12,757
增持
QQQ
INVESCO QQQ TR
+$316.7K
4,128
+5%
增持
XCEM
COLUMBIA ETF TR II
+$315.6K
102,624
+3%
建仓
TOUS
T ROWE PRICE ETF INC
+$314.9K
9,365
增持
GOOGL
ALPHABET INC
+$309.9K
4,055
+6%
增持
GOOG
ALPHABET INC
+$300.4K
3,985
+5%
减持
SPEM
SPDR INDEX SHS FDS
-$297.8K
83,064
-15%
增持
IWV
ISHARES TR
+$283.7K
5,815
+6%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$283.0K
28,855
+1%
建仓
XLF
SELECT SECTOR SPDR TR
+$279.4K
5,187
建仓
SCHG
SCHWAB STRATEGIC TR
+$272.9K
8,553
增持
GLD
SPDR GOLD TR
+$263.5K
3,066
+13%
减持
BILS
SPDR SERIES TRUST
-$262.7K
8,751
-23%
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$244.5K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$237.4K
1,302
增持
EMXC
ISHARES INC
+$232.1K
48,791
+1%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$231.4K
7,338
建仓
AGG
ISHARES TR
+$223.2K
2,227
清仓
CMCSA
COMCAST CORP NEW
-$218.0K
0
-100%
建仓
IGF
ISHARES TR
+$217.6K
3,560
增持
JNJ
JOHNSON & JOHNSON
+$214.8K
5,526
+4%
增持
MSFT
MICROSOFT CORP
+$214.7K
4,762
+5%
清仓
PAYX
PAYCHEX INC
-$214.3K
0
-100%
建仓
USB
US BANCORP DEL
+$213.2K
4,412
建仓
DFGR
DIMENSIONAL ETF TRUST
+$210.3K
7,699
增持
ORCL
ORACLE CORP
+$209.2K
3,023
+3%
建仓
TCAF
T ROWE PRICE ETF INC
+$205.8K
5,460
清仓
PM
PHILIP MORRIS INTL INC
-$205.8K
0
-100%
建仓
CWB
SPDR SERIES TRUST
+$205.3K
2,268
增持
TSLA
TESLA INC
+$198.2K
927
+38%
增持
SPYV
SPDR SERIES TRUST
+$197.8K
54,901
+1%
增持
AVGO
BROADCOM INC
+$194.7K
2,024
+18%
增持
AMZN
AMAZON COM INC
+$190.3K
6,862
+14%
减持
TFI
SPDR SERIES TRUST
-$188.3K
8,614
-34%
减持
QUAL
ISHARES TR
+$170.1K
27,432
-3%
增持
CAT
CATERPILLAR INC
+$150.1K
1,587
+1%
增持
XTEN
BONDBLOXX ETF TRUST
+$142.9K
35,743
+8%
增持
MUB
ISHARES TR
+$134.9K
11,884
+10%
增持
ICSH
ISHARES TR
+$131.6K
49,190
+5%
增持
BINC
BLACKROCK ETF TRUST II
+$126.9K
37,571
+6%
增持
JPM
JPMORGAN CHASE & CO.
+$124.2K
2,471
+9%
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$121.5K
2,202
+25%
减持
ISRG
INTUITIVE SURGICAL INC
-$101.6K
887
-3%
减持
ABT
ABBOTT LABS
-$101.1K
6,669
-9%
增持
DVY
ISHARES TR
+$100.0K
10,418
+0%
增持
SHYM
BLACKROCK ETF TRUST II
+$97.6K
22,046
+25%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$95.9K
844
+25%
增持
XLI
SELECT SECTOR SPDR TR
+$91.7K
4,980
+9%
增持
WMT
WALMART INC
+$89.9K
9,989
+4%
增持
SPTI
SPDR SERIES TRUST
+$88.1K
43,247
+7%
增持
IEFA
ISHARES TR
+$84.2K
7,312
+10%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$83.1K
4,536
-28%
增持
IGEB
ISHARES TR
+$82.0K
15,204
+12%
减持
SPUS
TIDAL TRUST I
+$81.3K
22,048
-3%
减持
JAAA
JANUS DETROIT STR TR
-$79.3K
9,174
-15%
增持
USMV
ISHARES TR
+$78.1K
7,059
+12%
增持
IJR
ISHARES TR
+$77.5K
7,395
+1%
增持
IAGG
ISHARES TR
+$76.5K
45,564
+3%
增持
DFAU
DIMENSIONAL ETF TRUST
+$76.4K
16,268
+3%
增持
SCHZ
SCHWAB STRATEGIC TR
+$75.0K
229,453
+0%
增持
MUNI
PIMCO ETF TR
+$72.4K
13,251
+10%
增持
SPMB
SPDR SERIES TRUST
+$72.0K
121,289
+1%
增持
HD
HOME DEPOT INC
+$70.2K
984
+10%
增持
SUB
ISHARES TR
+$69.1K
11,550
+5%
增持
META
META PLATFORMS INC
+$68.3K
1,097
+10%
增持
MEAR
ISHARES U S ETF TR
+$67.7K
8,710
+18%
减持
ITOT
ISHARES TR
+$66.9K
6,740
-1%
增持
MUST
COLUMBIA ETF TR I
+$62.2K
15,076
+23%
增持
—
EXXON MOBIL CORP
+$58.7K
3,575
+12%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$58.4K
6,964
+0%
增持
IWR
ISHARES TR
+$58.2K
9,663
+2%
增持
TGRT
T ROWE PRICE ETF INC
+$56.9K
9,876
+7%
增持
GOVT
ISHARES TR
+$55.3K
11,613
+25%
增持
WFC
WELLS FARGO CO NEW
+$55.2K
14,178
+0%
增持
CVX
CHEVRON CORP NEW
+$53.3K
3,537
+2%
增持
LOW
LOWES COS INC
+$47.4K
1,596
+0%
增持
IXUS
ISHARES TR
+$44.9K
3,802
+9%
增持
VGT
VANGUARD WORLD FD
+$44.2K
490
+1%
增持
MO
ALTRIA GROUP INC
+$44.2K
4,066
+6%
减持
VTI
VANGUARD INDEX FDS
+$41.5K
1,789
-0%
增持
DFAT
DIMENSIONAL ETF TRUST
+$39.9K
4,951
+8%
减持
PSN
PARSONS CORP DEL
-$39.3K
6,135
-20%
减持
TXN
TEXAS INSTRS INC
-$38.7K
1,558
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$36.5K
11,449
+6%
增持
CME
CME GROUP INC
-$35.9K
6,964
+0%
增持
SPSM
SPDR SERIES TRUST
+$34.1K
9,135
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$32.9K
3,081
+5%
增持
IJT
ISHARES TR
+$31.8K
3,756
+0%
增持
IWM
ISHARES TR
+$29.5K
1,118
+0%
减持
TLH
ISHARES TR
+$28.6K
34,702
-1%
减持
HSY
HERSHEY CO
+$26.3K
1,256
-0%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$25.8K
37,390
+0%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$25.5K
7,161
-3%
减持
BP
BP PLC
+$25.4K
21,168
-10%
增持
DFAI
DIMENSIONAL ETF TRUST
+$23.4K
6,172
+6%
减持
COWZ
PACER FDS TR
+$22.8K
13,589
-1%
增持
DON
WISDOMTREE TR
+$21.8K
9,460
+0%
减持
DTH
WISDOMTREE TR
-$21.8K
9,425
-10%
增持
EFA
ISHARES TR
+$21.8K
4,185
+1%
减持
LLY
ELI LILLY & CO
-$21.5K
643
-2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$21.2K
891
-1%
减持
SPTM
SPDR SERIES TRUST
-$21.2K
10,501
-9%
增持
MCK
MCKESSON CORP
+$20.7K
484
+0%
增持
VOO
VANGUARD INDEX FDS
+$20.3K
431
+0%
减持
ESGU
ISHARES TR
+$19.5K
1,917
-0%
减持
MCD
MCDONALDS CORP
+$18.1K
2,534
-2%
减持
NEE
NEXTERA ENERGY INC
+$18.1K
3,942
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$17.5K
1,364
-0%
减持
LCTU
BLACKROCK ETF TRUST
+$17.0K
3,290
-0%
减持
PEP
PEPSICO INC
+$16.6K
3,382
-3%
增持
GWW
GRAINGER W W INC
+$14.1K
304
+15%
