13FBOX
Vertex Planning Partners, LLC · 13F 持仓分析
期权收益计算器 机构排行

Vertex Planning Partners, LLC

No.3531 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$6.79亿
环比变动 Q1 2026
+$1.64亿+31.9%
持仓股票数
158
新买入
27
加仓
91
减仓
28
清仓
4
持股不变
12
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
S道富SPYM
15.97%14.13%$1.08亿123.5万股$7,273.0万95.0万股+28.4万股+29.92%加仓
J摩根大通交易所交易基金JQUA
7.32%7.4%$4,973.4万68.8万股$3,809.1万62.1万股+6.7万股+10.77%加仓
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
5.74%8.74%$3,898.4万77.4万股$4,500.9万89.4万股-12.0万股-13.40%减仓
IiShares安硕信托ICSH
5.69%0.04%$3,866.5万76.4万股$23.0万4,542股+75.9万股+16,713.56%加仓
B贝莱德ETF信托DYNF
4.79%4.3%$3,254.8万47.9万股$2,216.5万38.1万股+9.8万股+25.62%加仓
SSPDR标普500 ETFSPY
4.14%2.63%$2,810.8万3.8万股$1,353.5万2.1万股+1.7万股+80.84%加仓
苹果AAPL
4%4.32%$2,719.4万9.4万股$2,225.1万8.8万股+6,306股+7.19%加仓
SSPDR道富系列信托SPYG
3.39%3.14%$2,304.4万19.4万股$1,614.9万16.5万股+2.9万股+17.41%加仓
JJ P MORGAN EXCHANGE TRADED FD U S TECH LEADERSJTEK
3%2.43%$2,035.6万18.2万股$1,250.4万15.7万股+2.5万股+16.08%加仓
IISHARES INTERNATIONAL DIVIDEND ACTIVE ETFBIDD
2.77%2.95%$1,880.2万62.6万股$1,521.0万53.5万股+9.1万股+17.06%加仓
IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA
2.09%2.12%$1,416.4万30.2万股$1,092.0万25.7万股+4.5万股+17.46%加仓
IiShares安硕信托IUSB
1.78%1.14%$1,209.3万26.2万股$587.0万12.7万股+13.5万股+106.20%加仓
PPGIM ULTRAPULS
1.72%1.84%$1,170.8万23.6万股$946.2万19.1万股+4.5万股+23.61%加仓
WWisdomTree信托DTD
1.61%1.68%$1,091.4万11.7万股$863.6万10.0万股+1.7万股+17.05%加仓
B贝莱德·ETF TRUST IIBINC
1.54%1.5%$1,044.2万19.9万股$771.6万14.9万股+5.1万股+34.27%加仓
SSPDR道富指数基金SPDW
1.52%0.97%$1,034.2万20.5万股$500.1万11.0万股+9.6万股+87.34%加仓
IiShares安硕HEEM
1.41%1.33%$956.0万21.4万股$684.0万18.5万股+2.8万股+15.37%加仓
B贝莱德ETF信托BAI
1.33%1.01%$901.8万17.1万股$521.7万15.8万股+1.3万股+8.03%加仓
J摩根大通交易所交易基金JMST
1.18%1.55%$804.9万15.8万股$797.3万15.6万股+1,416股+0.91%加仓
IINVESCO SHORT TERM TREASURY ETFTBLL
1.17%0.26%$794.6万7.5万股$132.5万3.7万股+3.8万股+100.12%加仓
I景顺交易所交易基金IISPMO
1.08%0.99%$733.6万4.5万股$509.4万4.5万股-19股-0.04%减仓
S道富SPAB
1.08%0.97%$732.4万28.7万股$497.4万19.4万股+9.3万股+47.80%加仓
A美国世纪ETF信托AVEM
0.97%0.99%$658.1万6.8万股$507.4万6.3万股+5,234股+8.31%加仓
S道富SPYV
0.96%0.61%$655.3万10.8万股$315.7万5.6万股+5.2万股+93.21%加仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
0.95%0.72%$647.5万6.3万股$368.7万4.7万股+1.6万股+35.02%加仓
艾伯维ABBV
0.93%0.6%$628.4万2.5万股$308.1万1.4万股+1.1万股+76.27%加仓
IiShares安硕IEMG
0.91%0.19%$615.2万7.4万股$100.0万1.4万股+6.0万股+418.16%加仓
V先锋领航指数基金VOO
0.87%$591.4万8,031股$00股+8,031股新买入
SSPDR道富系列信托BIL
0.82%0.97%$558.8万6.1万股$500.8万5.5万股+6,333股+11.59%加仓
B贝莱德ETF信托THRO
0.81%0.95%$550.9万12.8万股$489.6万13.5万股-7,369股-5.45%减仓
GGlobal X基金SHLD
0.77%0.74%$524.0万8.8万股$379.0万5.4万股+3.4万股+64.00%加仓
CColumbia Emerging Markets Ex-ChinaXCEM
0.77%0.74%$520.9万9.9万股$381.0万9.3万股+5,141股+5.51%加仓
B贝莱德ETF信托BLCR
0.75%0.66%$509.9万10.1万股$339.3万8.3万股+1.9万股+22.48%加仓
BANK MONTREAL MEDIUM COMBMO
0.73%0.84%$494.0万2.8万股$432.5万3.2万股-4,000股-12.52%减仓
IiShares安硕信托GJS
0.66%0.55%$448.2万19.7万股$281.3万12.3万股+7.4万股+60.24%加仓
SSPDR道富系列信托SPMB
0.65%0.6%$440.7万19.8万股$310.7万13.9万股+5.9万股+42.33%加仓
PPROFESIONALLY MANAGED PORTFOAKRE
0.5%0.66%$339.5万6.4万股$337.6万6.4万股-55股-0.09%减仓
IiShares安硕信托AGG
0.48%0.53%$329.1万6.5万股$274.9万5.5万股+1.0万股+18.40%加仓
S道富SPTI
0.47%0.43%$316.3万11.1万股$221.4万7.7万股+3.4万股+44.21%加仓
NNYLI MACKAY DEFINEDTERM MUNI COMMMIN
0.46%0.54%$311.6万12.9万股$276.7万11.7万股+1.2万股+10.30%加仓
B贝莱德·ETF TRUST IISHYM
0.45%0.5%$305.1万13.6万股$257.3万11.7万股+1.9万股+16.33%加仓
B贝莱德ETF信托IALT
0.42%$282.2万10.1万股$00股+10.1万股新买入
PPIMCO太平洋投资管理ETFMUNI
0.4%0.46%$273.6万5.2万股$239.1万4.6万股+6,201股+13.53%加仓
SSPDR行业精选信托XLK
0.39%0.3%$268.1万1.4万股$153.4万1.2万股+2,524股+21.86%加仓
SSPDR道富系列信托BILS
0.36%0.44%$244.9万2.5万股$226.6万2.3万股+1,853股+8.13%加仓
WWORLD GOLD TRGLD
0.34%0.4%$230.7万2.9万股$207.7万2.2万股+6,635股+29.60%加仓
IiShares安硕·MSCIQUAL
0.34%0.69%$228.5万1.0万股$352.8万1.8万股-7,977股-43.37%减仓
IiShares安硕信托IDEV
0.3%1.31%$200.4万2.3万股$676.0万8.1万股-5.8万股-72.17%减仓
AMGEN COMAMGN
0.27%0.04%$181.1万5,003股$23.1万656股+4,347股+662.65%加仓
SSPDR道富系列信托SPTM
0.24%0.15%$166.4万1.8万股$77.1万9,746股+8,583股+88.07%加仓

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