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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 129 项
建仓 15
增持 71
减持 33
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
TFLO
ISHARES TR
+$36.0M
1,038,819
+215%
增持
USFR
WISDOMTREE TR
+$18.9M
894,095
+73%
增持
DYNF
BLACKROCK ETF TRUST
+$9.9M
380,971
+89%
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
XLG
INVESCO EXCHANGE TRADED FD T
-$9.3M
15,974
-91%
建仓
IDEV
ISHARES TR
+$6.8M
80,895
增持
BINC
BLACKROCK ETF TRUST II
+$5.6M
148,581
+269%
建仓
SPAB
SPDR SERIES TRUST
+$5.0M
194,162
减持
SPY
STATE STR SPDR SP 500 ETF T
-$4.4M
20,813
-21%
清仓
—
WORLD GOLD TR
-$3.8M
0
-100%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$3.7M
156,400
+87%
减持
SPEM
SPDR INDEX SHS FDS
-$3.5M
7,753
-91%
建仓
BLCR
BLACKROCK ETF TRUST
+$3.4M
82,647
增持
BIL
SPDR SERIES TRUST
+$3.3M
54,649
+197%
清仓
QQQ
INVESCO QQQ TR
-$2.8M
0
-100%
增持
GOVT
ISHARES TR
+$2.5M
122,776
+755%
减持
ICSH
ISHARES TR
-$2.3M
4,542
-91%
增持
SHYM
BLACKROCK ETF TRUST II
+$2.1M
116,843
+438%
建仓
GLDM
WORLD GOLD TR
+$2.1M
22,412
减持
IEMG
ISHARES INC
-$1.9M
14,331
-67%
增持
SPYM
SPDR SERIES TRUST
+$1.9M
950,227
+8%
增持
MUNI
PIMCO ETF TR
+$1.7M
45,822
+235%
增持
MMIN
NEW YORK LIFE INVTS ACTIVE E
+$1.7M
116,705
+153%
减持
AAPL
APPLE INC
-$1.6M
87,675
-0%
增持
SHLD
GLOBAL X FDS
+$1.5M
53,507
+52%
增持
BILS
SPDR SERIES TRUST
+$1.4M
22,787
+155%
建仓
TBLL
INVESCO EXCH TRADED FD TR II
+$1.3M
37,458
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$1.3M
0
-100%
增持
JTEK
J P MORGAN EXCHANGE TRADED F
-$1.1M
157,205
+4%
清仓
AMZN
AMAZON COM INC
-$1.1M
0
-100%
增持
AVEM
AMERICAN CENTY ETF TR
+$972.3K
62,968
+18%
增持
SPTI
SPDR SERIES TRUST
+$943.0K
77,253
+75%
增持
SPYG
SPDR SERIES TRUST
-$857.4K
164,942
+3%
增持
STIP
ISHARES TR
+$829.0K
13,066
+156%
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$816.2K
63,883
-0%
清仓
IGEB
ISHARES TR
-$731.7K
0
-100%
建仓
SYSB
ISHARES TR
+$706.8K
7,942
增持
IUSB
ISHARES TR
+$685.2K
127,073
+14%
增持
BDYN
BLACKROCK ETF TRUST
+$563.7K
36,626
+187%
增持
HEFA
ISHARES TR
+$540.2K
256,973
+2%
增持
PULS
PGIM ETF TR
+$502.5K
191,159
+6%
建仓
VLUE
ISHARES TR
+$432.8K
3,044
增持
BAI
BLACKROCK ETF TRUST
+$432.7K
158,345
+10%
建仓
BGIG
ETF SER SOLUTIONS
+$429.4K
12,911
增持
IEFA
ISHARES TR
+$403.3K
11,590
+61%
增持
DTD
WISDOMTREE TR
+$379.9K
100,002
+3%
减持
HEEM
ISHARES INC
+$378.9K
185,267
-0%
建仓
BDVL
BLACKROCK ETF TRUST
+$371.8K
15,085
增持
IAGG
ISHARES TR
+$360.3K
54,935
+15%
增持
SPMB
SPDR SERIES TRUST
+$292.3K
138,786
+11%
建仓
SPTL
SPDR SERIES TRUST
+$288.6K
10,974
建仓
IEUR
ISHARES TR
+$280.2K
3,988
增持
BIDD
BLACKROCK ETF TRUST
+$271.4K
535,009
+3%
增持
ABT
ABBOTT LABORATORIES
-$269.5K
11,943
+0%
增持
XLF
SELECT SECTOR SPDR TR
+$258.3K
10,439
+122%
清仓
TDTT
FLEXSHARES TR
-$253.3K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$249.5K
11,546
+29%
清仓
BLOK
AMPLIFY ETF TR
-$227.6K
0
-100%
建仓
CRM
SALESFORCE INC
+$214.7K
1,150
建仓
VIS
VANGUARD WORLD FD
+$209.2K
670
清仓
TCAF
T ROWE PRICE ETF INC
-$209.1K
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$207.9K
3,393
清仓
PFGC
PERFORMANCE FOOD GROUP CO
-$206.2K
0
-100%
建仓
WM
WASTE MGMT INC DEL
+$205.2K
893
清仓
PKW
INVESCO EXCHANGE TRADED FD T
-$201.5K
0
-100%
增持
QUAL
ISHARES TR
+$194.2K
18,392
+10%
增持
XLI
SELECT SECTOR SPDR TR
+$184.0K
5,896
+19%
增持
DFAU
DIMENSIONAL ETF TRUST
+$177.1K
25,231
+23%
减持
—
ACCENTURE PLC IRELAND
-$174.1K
2,311
-2%
增持
CME
CME GROUP INC
+$161.1K
6,815
+1%
增持
ABBV
ABBVIE INC
-$152.6K
14,167
+0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$142.9K
7,552
+11%
增持
TOUS
T ROWE PRICE ETF INC
+$139.8K
21,686
+23%
增持
XTEN
BONDBLOXX ETF TRUST
+$138.9K
37,975
+10%
增持
GLD
SPDR GOLD TR
+$134.7K
3,137
+2%
减持
—
EXXON MOBIL CORP
+$121.6K
2,602
-2%
减持
EMXC
ISHARES INC
+$116.9K
46,877
-5%
减持
XCEM
COLUMBIA ETF TR II
-$107.1K
93,364
-9%
增持
XLV
SELECT SECTOR SPDR TR
+$106.6K
3,927
+30%
减持
ORCL
ORACLE CORP
-$103.3K
2,130
-0%
增持
BX
BLACKSTONE INC
-$100.3K
2,956
+4%
增持
SMH
VANECK ETF TRUST
+$99.8K
1,007
+27%
增持
THRO
BLACKROCK ETF TRUST
+$94.7K
135,165
+9%
增持
VZ
VERIZON COMMUNICATIONS INC
+$94.4K
9,901
+0%
减持
SPDW
SPDR INDEX SHS FDS
-$90.1K
109,561
-4%
减持
ISRG
INTUITIVE SURGICAL INC
-$85.7K
770
-1%
减持
META
META PLATFORMS INC
-$81.0K
531
-9%
减持
SPTM
SPDR SERIES TRUST
-$80.8K
9,746
-6%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$79.0K
45,434
+8%
减持
HDV
ISHARES TR
-$74.7K
1,495
-35%
减持
COST
COSTCO WHOLESALE CORPORATION
+$74.1K
578
-1%
增持
IXUS
ISHARES TR
+$69.7K
5,150
+16%
增持
GOOGL
ALPHABET INC
-$62.4K
2,808
+1%
增持
DFAT
DIMENSIONAL ETF TRUST
+$62.1K
6,456
+13%
减持
BP
BP PLC
+$53.5K
16,714
-21%
增持
GOOG
ALPHABET INC
-$52.5K
2,601
+2%
减持
JAAA
JANUS DETROIT STR TR
-$49.2K
8,241
-10%
增持
JPM
JPMORGAN CHASE CO
-$46.2K
3,104
+4%
增持
STPZ
PIMCO ETF TR
+$44.6K
8,981
+9%
增持
T
ATT INC
+$43.9K
10,548
+0%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$39.2K
2,207
-4%
增持
DFAC
DIMENSIONAL ETF TRUST
+$38.6K
6,205
+21%
减持
NEE
NEXTERA ENERGY INC
+$36.9K
3,378
-2%
增持
MEAR
ISHARES U S ETF TR
+$36.5K
9,575
+8%
增持
SPYV
SPDR SERIES TRUST
+$34.4K
55,796
+2%
增持
COWZ
PACER FDS TR
+$33.2K
13,580
+0%
增持
DFAE
DIMENSIONAL ETF TRUST
+$32.8K
8,816
+8%
增持
MO
ALTRIA GROUP INC
+$30.5K
3,651
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$30.1K
468
-8%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
-$23.9K
621,176
+3%
增持
MCK
MCKESSON CORP
+$22.0K
471
+0%
减持
GLTR
ABRDN PRECIOUS METALS BASKET
+$19.6K
2,008
-2%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$19.4K
4,366
+0%
减持
ESGU
ISHARES TR
-$18.0K
2,107
-1%
减持
AMGN
AMGEN INC
+$14.4K
656
-1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$14.1K
7,863
+3%
减持
LCTU
BLACKROCK ETF TRUST
-$13.9K
3,243
-0%
增持
NVDA
NVIDIA CORPORATION
-$13.2K
4,155
+5%
增持
CSCO
CISCO SYS INC
+$12.3K
3,057
+5%
增持
QYLD
GLOBAL X FDS
-$10.6K
22,327
+0%
减持
SPSM
SPDR SERIES TRUST
+$10.3K
7,855
-0%
增持
TFI
SPDR SERIES TRUST
+$9.6K
8,896
+3%
减持
USMV
ISHARES TR
-$9.4K
6,558
-0%
减持
PAAA
PGIM ETF TR
-$6.9K
11,732
-1%
增持
CWB
SPDR SERIES TRUST
+$5.5K
2,270
+0%
减持
DON
WISDOMTREE TR
-$3.8K
9,083
-3%
增持
DLN
WISDOMTREE TR
+$3.4K
2,531
+0%
增持
AVGO
BROADCOM INC
+$3.4K
705
+14%
减持
RPG
INVESCO EXCHANGE TRADED FD T
-$2.8K
23,608
-0%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$165
7,042
+0%
