Spartan Planning & Wealth Management
GREENSBORO NC · SEC CIK 0001749283
$1.50亿2026Q2 申报市值
75持仓数
53.8%前十大占比 · 第一大 10.0%
9 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
USRT 加仓+$605.68万
NVDA 加仓+$390.81万
AAPL 加仓+$385.78万
SPDW 加仓+$381.15万
SPTM 加仓+$235.81万
2026Q2 卖出最多 按季末市值估算
BIL 减仓-$987.63万
IEI 减仓-$532.80万
GBIL 减仓-$413.02万
VTIP 减仓-$412.55万
TBLL 减仓-$357.64万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | $1,509.00万 | 10.04% | 166,207 | 25,973 | 18.5% | $235.81万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $971.47万 | 6.47% | 48,552 | 19,532 | 67.3% | $390.81万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $934.98万 | 6.22% | 185,548 | 75,640 | 68.8% | $381.15万 | 加仓 |
| AAPL | APPLE INC | $891.30万 | 5.93% | 30,802 | 13,332 | 76.3% | $385.78万 | 加仓 |
| HEGD | LISTED FDS TR | $822.86万 | 5.48% | 308,649 | 13,679 | 4.6% | $36.47万 | 加仓 |
| USRT | ISHARES TR | $802.23万 | 5.34% | 120,727 | 91,148 | 308.2% | $605.68万 | 加仓 |
| — | TIDAL TRUST II | $723.65万 | 4.82% | 367,245 | 39,662 | 12.1% | $78.15万 | 加仓 |
| TFPN | TIDAL TRUST II | $639.02万 | 4.25% | 202,807 | 17,170 | 9.2% | $54.10万 | 加仓 |
| GOOGL | ALPHABET INC | $412.22万 | 2.74% | 11,535 | 4,716 | 69.2% | $168.53万 | 加仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $380.94万 | 2.54% | 36,084 | -33,877 | -48.4% | -$357.64万 | 减仓 |
| BIL | SPDR SERIES TRUST | $379.55万 | 2.53% | 41,418 | -107,774 | -72.2% | -$987.63万 | 减仓 |
| — | ETF SER SOLUTIONS | $373.57万 | 2.49% | 37,329 | -19,489 | -34.3% | -$195.04万 | 减仓 |
| SHV | ISHARES TR | $362.59万 | 2.41% | 32,858 | -18,714 | -36.3% | -$206.51万 | 减仓 |
| IEI | ISHARES TR | $346.97万 | 2.31% | 29,542 | -45,364 | -60.6% | -$532.80万 | 减仓 |
| IEMG | ISHARES INC | $346.65万 | 2.31% | 41,846 | 14,564 | 53.4% | $120.65万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $328.69万 | 2.19% | 32,816 | -41,235 | -55.7% | -$413.02万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $324.59万 | 2.16% | 64,622 | -82,132 | -56.0% | -$412.55万 | 减仓 |
| GOOG | ALPHABET INC | $320.77万 | 2.13% | 9,078 | 3,735 | 69.9% | $131.98万 | 加仓 |
| AMZN | AMAZON COM INC | $287.28万 | 1.91% | 12,054 | -7,786 | -39.2% | -$185.56万 | 重新持有 |
| AVGO | BROADCOM INC | $217.28万 | 1.45% | 5,752 | 462 | 8.7% | $17.45万 | 加仓 |
| LLY | ELI LILLY & CO | $178.69万 | 1.19% | 1,490 | 576 | 63.0% | $69.08万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $164.87万 | 1.10% | 1,428 | 1,428 | — | $164.87万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $158.52万 | 1.05% | 2,729 | 853 | 45.5% | $49.55万 | 加仓 |
| INTC | INTEL CORP | $144.45万 | 0.96% | 10,345 | -205 | -1.9% | -$2.86万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $139.93万 | 0.93% | 27,024 | 13,246 | 96.1% | $68.59万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $137.51万 | 0.92% | 4,201 | 1,189 | 39.5% | $38.92万 | 加仓 |
| TSLA | TESLA INC | $136.39万 | 0.91% | 3,243 | 119 | 3.8% | $5.00万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $132.29万 | 0.88% | 5,209 | -358 | -6.4% | -$9.09万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $121.51万 | 0.81% | 6,378 | 2,079 | 48.4% | $39.61万 | 加仓 |
| CAT | CATERPILLAR INC | $119.21万 | 0.79% | 1,119 | -73 | -6.1% | -$7.78万 | 减仓 |
| IVV | ISHARES TR | $110.09万 | 0.73% | 1,470 | 261 | 21.6% | $19.55万 | 加仓 |
| AMAT | APPLIED MATLS INC | $107.60万 | 0.72% | 1,488 | 1,488 | — | $107.60万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $103.44万 | 0.69% | 2,387 | 2,387 | — | $103.44万 | 新建仓 |
| CSCO | CISCO SYS INC | $94.22万 | 0.63% | 8,021 | -712 | -8.2% | -$8.36万 | 减仓 |
| KO | COCA COLA CO | $74.35万 | 0.49% | 9,149 | -842 | -8.4% | -$6.84万 | 减仓 |
| — | EXXON MOBIL CORP | $72.05万 | 0.48% | 5,270 | -4,033 | -43.4% | -$55.14万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $69.67万 | 0.46% | 1,676 | 1,676 | — | $69.67万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $67.75万 | 0.45% | 1,354 | -2,290 | -62.8% | -$114.59万 | 重新持有 |
| WMT | WALMART INC | $66.25万 | 0.44% | 5,850 | -4,950 | -45.8% | -$56.06万 | 减仓 |
| ABBV | ABBVIE INC | $66.18万 | 0.44% | 2,630 | 229 | 9.5% | $5.76万 | 加仓 |
| BAC | BANK OF AMER CORP | $66.09万 | 0.44% | 11,599 | -2,722 | -19.0% | -$15.51万 | 重新持有 |
| PM | PHILIP MORRIS INTL INC | $65.16万 | 0.43% | 3,602 | 1,543 | 74.9% | $27.91万 | 加仓 |
| MRK | MERCK & CO INC | $62.37万 | 0.42% | 4,853 | -680 | -12.3% | -$8.74万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $59.37万 | 0.40% | 587 | 259 | 79.0% | $26.19万 | 加仓 |
| GEV | GE VERNOVA INC | $56.17万 | 0.37% | 478 | 478 | — | $56.17万 | 新建仓 |
| V | VISA INC | $56.13万 | 0.37% | 1,636 | -984 | -37.6% | -$33.76万 | 重新持有 |
| GE | GE AEROSPACE | $55.74万 | 0.37% | 1,492 | 171 | 12.9% | $6.39万 | 加仓 |
| TXN | TEXAS INSTRS INC | $51.41万 | 0.34% | 1,725 | 546 | 46.3% | $16.27万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $51.08万 | 0.34% | 546 | -393 | -41.9% | -$36.77万 | 减仓 |
| LIN | LINDE PLC | $48.20万 | 0.32% | 929 | -101 | -9.8% | -$5.24万 | 减仓 |
| MS | MORGAN STANLEY | $48.00万 | 0.32% | 2,296 | 927 | 67.7% | $19.38万 | 加仓 |
| QCOM | QUALCOMM INC | $47.01万 | 0.31% | 2,544 | 524 | 25.9% | $9.68万 | 重新持有 |
| C | CITIGROUP INC | $46.53万 | 0.31% | 3,325 | -586 | -15.0% | -$8.20万 | 减仓 |
| RTX | RTX CORPORATION | $42.28万 | 0.28% | 2,228 | -769 | -25.7% | -$14.59万 | 减仓 |
| SSO | PROSHARES TR | $41.87万 | 0.28% | 6,214 | 6,214 | — | $41.87万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $41.59万 | 0.28% | 2,509 | -1,680 | -40.1% | -$27.85万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $40.44万 | 0.27% | 5,985 | 5,985 | — | $40.44万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $40.06万 | 0.27% | 6,946 | 6,946 | — | $40.06万 | 新建仓 |
| HD | HOME DEPOT INC | $37.75万 | 0.25% | 1,071 | 285 | 36.3% | $10.05万 | 重新持有 |
| AMGN | AMGEN INC | $35.38万 | 0.24% | 977 | -322 | -24.8% | -$11.66万 | 减仓 |
| CTVA | CORTEVA INC | $34.47万 | 0.23% | 4,070 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $33.23万 | 0.22% | 2,035 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $31.76万 | 0.21% | 5,924 | -766 | -11.4% | -$4.11万 | 重新持有 |
| UNP | UNION PAC CORP | $31.10万 | 0.21% | 1,143 | -81 | -6.6% | -$2.20万 | 重新持有 |
| XLI | SELECT SECTOR SPDR TR | $27.64万 | 0.18% | 1,492 | -165 | -10.0% | -$3.06万 | 减仓 |
| HON | HONEYWELL INTL INC | $26.68万 | 0.18% | 1,192 | -172 | -12.6% | -$3.85万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $24.62万 | 0.16% | 1,679 | 1,679 | — | $24.62万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $24.37万 | 0.16% | 5,755 | -3,151 | -35.4% | -$13.34万 | 减仓 |
| CVS | CVS HEALTH CORP | $24.25万 | 0.16% | 2,344 | -384 | -14.1% | -$3.97万 | 重新持有 |
| MO | ALTRIA GROUP INC | $23.89万 | 0.16% | 3,320 | 5 | 0.2% | $360 | 加仓 |
| SBUX | STARBUCKS CORP | $23.61万 | 0.16% | 2,311 | -116 | -4.8% | -$1.19万 | 减仓 |
| SO | SOUTHERN CO | $23.34万 | 0.16% | 2,438 | 153 | 6.7% | $1.46万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $22.21万 | 0.15% | 1,400 | -428 | -23.4% | -$6.79万 | 重新持有 |
| DE | DEERE & CO | $20.98万 | 0.14% | 331 | -189 | -36.3% | -$11.98万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $20.37万 | 0.14% | 2,321 | -2,447 | -51.3% | -$21.47万 | 减仓 |
| USFR | WISDOMTREE TR | $0 | 0.00% | 0 | -10,924 | -100.0% | -$54.99万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -15,496 | -100.0% | -$44.92万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -3,131 | -100.0% | -$43.64万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -12,804 | -100.0% | -$35.95万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -2,713 | -100.0% | -$35.81万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -541 | -100.0% | -$32.73万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -4,824 | -100.0% | -$29.26万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,666 | -100.0% | -$25.87万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,620 | -100.0% | -$25.19万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -1,135 | -100.0% | -$22.59万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -723 | -100.0% | -$22.46万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -1,675 | -100.0% | -$21.93万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -607 | -100.0% | -$20.85万 | 清仓 |