Spartan Planning & Wealth Management
GREENSBORO NC · SEC CIK 0001749283
$1.35亿2026Q1 申报市值
69持仓数
59.8%前十大占比 · 第一大 10.1%
14 / 19新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BIL 加仓+$1,332.37万
GBIL 新建仓+$741.92万
TBLL 新建仓+$738.43万
VTIP 新建仓+$733.04万
TIDAL TRUST II 新建仓+$641.76万
2026Q1 卖出最多 按季末市值估算
IEI 减仓-$725.25万
SPTM 减仓-$566.84万
NVDA 减仓-$431.26万
MSFT 清仓-$373.50万
AAPL 减仓-$340.17万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | $1,367.20万 | 10.11% | 149,192 | 145,391 | 3,825.1% | $1,332.37万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $1,108.69万 | 8.20% | 140,234 | -71,697 | -33.8% | -$566.84万 | 减仓 |
| IEI | ISHARES TR | $888.38万 | 6.57% | 74,906 | -61,151 | -44.9% | -$725.25万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $741.92万 | 5.49% | 74,051 | 74,051 | — | $741.92万 | 新建仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $738.43万 | 5.46% | 69,961 | 69,961 | — | $738.43万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $733.04万 | 5.42% | 146,754 | 146,754 | — | $733.04万 | 新建仓 |
| HEGD | LISTED FDS TR | $728.58万 | 5.39% | 294,970 | -56,243 | -16.0% | -$138.92万 | 减仓 |
| — | TIDAL TRUST II | $641.76万 | 4.75% | 327,583 | 327,583 | — | $641.76万 | 新建仓 |
| SHV | ISHARES TR | $569.31万 | 4.21% | 51,572 | 48,493 | 1,575.0% | $535.32万 | 加仓 |
| — | ETF SER SOLUTIONS | $568.64万 | 4.21% | 56,818 | 53,058 | 1,411.1% | $531.01万 | 加仓 |
| TFPN | TIDAL TRUST II | $516.29万 | 3.82% | 185,637 | 6,636 | 3.7% | $18.46万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $506.11万 | 3.74% | 29,020 | -24,728 | -46.0% | -$431.26万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $501.73万 | 3.71% | 109,908 | -68,208 | -38.3% | -$311.37万 | 减仓 |
| AAPL | APPLE INC | $443.36万 | 3.28% | 17,470 | -13,404 | -43.4% | -$340.17万 | 减仓 |
| GOOGL | ALPHABET INC | $196.09万 | 1.45% | 6,819 | -4,244 | -38.4% | -$122.05万 | 减仓 |
| IEMG | ISHARES INC | $190.29万 | 1.41% | 27,282 | -10,907 | -28.6% | -$76.08万 | 减仓 |
| USRT | ISHARES TR | $175.08万 | 1.29% | 29,579 | 2,914 | 10.9% | $17.25万 | 加仓 |
| AVGO | BROADCOM INC | $163.74万 | 1.21% | 5,290 | -4,362 | -45.2% | -$135.02万 | 减仓 |
| — | EXXON MOBIL CORP | $157.83万 | 1.17% | 9,303 | 381 | 4.3% | $6.46万 | 加仓 |
| GOOG | ALPHABET INC | $153.26万 | 1.13% | 5,343 | -3,384 | -38.8% | -$97.07万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $136.08万 | 1.01% | 5,567 | 741 | 15.4% | $18.11万 | 加仓 |
| WMT | WALMART INC | $134.22万 | 0.99% | 10,800 | 1,397 | 14.9% | $17.36万 | 加仓 |
| TSLA | TESLA INC | $116.15万 | 0.86% | 3,124 | -2,243 | -41.8% | -$83.39万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $93.52万 | 0.69% | 939 | 527 | 127.9% | $52.49万 | 重新持有 |
| JPM | JPMORGAN CHASE & CO | $88.61万 | 0.66% | 3,012 | -3,247 | -51.9% | -$95.52万 | 减仓 |
| CVX | CHEVRON CORPORATION | $86.68万 | 0.64% | 4,189 | 320 | 8.3% | $6.62万 | 重新持有 |
| CAT | CATERPILLAR INC | $84.47万 | 0.62% | 1,192 | 209 | 21.3% | $14.81万 | 加仓 |
| LLY | ELI LILLY & CO | $84.04万 | 0.62% | 914 | -642 | -41.3% | -$59.03万 | 减仓 |
| IVV | ISHARES TR | $78.97万 | 0.58% | 1,209 | -952 | -44.1% | -$62.19万 | 减仓 |
| KO | COCA COLA CO | $75.98万 | 0.56% | 9,991 | 1,251 | 14.3% | $9.51万 | 加仓 |
| CSCO | CISCO SYS INC | $67.76万 | 0.50% | 8,733 | 442 | 5.3% | $3.43万 | 加仓 |
| MRK | MERCK & CO INC | $66.56万 | 0.49% | 5,533 | 750 | 15.7% | $9.02万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $64.63万 | 0.48% | 13,778 | -10,783 | -43.9% | -$50.58万 | 减仓 |
| RTX | RTX CORPORATION | $57.82万 | 0.43% | 2,997 | 287 | 10.6% | $5.54万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $57.13万 | 0.42% | 4,299 | -3,602 | -45.6% | -$47.87万 | 减仓 |
| USFR | WISDOMTREE TR | $54.99万 | 0.41% | 10,924 | 4,363 | 66.5% | $21.96万 | 加仓 |
| ABBV | ABBVIE INC | $52.22万 | 0.39% | 2,401 | -1,241 | -34.1% | -$26.99万 | 减仓 |
| LIN | LINDE PLC | $51.08万 | 0.38% | 1,030 | 143 | 16.1% | $7.09万 | 重新持有 |
| INTC | INTEL CORP | $46.56万 | 0.34% | 10,550 | 3,031 | 40.3% | $13.38万 | 加仓 |
| AMGN | AMGEN INC | $45.71万 | 0.34% | 1,299 | 248 | 23.6% | $8.73万 | 加仓 |
| T | AT&T INC | $44.92万 | 0.33% | 15,496 | 1,243 | 8.7% | $3.60万 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $44.71万 | 0.33% | 8,906 | -362 | -3.9% | -$1.82万 | 重新持有 |
| C | CITIGROUP INC | $44.36万 | 0.33% | 3,911 | 54 | 1.4% | $6,124 | 加仓 |
| NEE | NEXTERA ENERGY INC | $44.28万 | 0.33% | 4,768 | 525 | 12.4% | $4.88万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $43.64万 | 0.32% | 3,131 | 764 | 32.3% | $10.65万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $38.17万 | 0.28% | 1,876 | -1,802 | -49.0% | -$36.66万 | 减仓 |
| GE | GE AEROSPACE | $37.49万 | 0.28% | 1,321 | -892 | -40.3% | -$25.32万 | 减仓 |
| PFE | PFIZER INC | $35.95万 | 0.27% | 12,804 | 1,292 | 11.2% | $3.63万 | 加仓 |
| COP | CONOCOPHILLIPS | $35.81万 | 0.26% | 2,713 | 2,713 | — | $35.81万 | 新建仓 |
| CTVA | CORTEVA INC | $34.07万 | 0.25% | 4,070 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $34.04万 | 0.25% | 2,059 | 376 | 22.3% | $6.22万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $32.73万 | 0.24% | 541 | 541 | — | $32.73万 | 新建仓 |
| — | HONEYWELL INTL INC | $30.83万 | 0.23% | 1,364 | 1,364 | — | $30.83万 | 新建仓 |
| DE | DEERE & CO | $29.29万 | 0.22% | 520 | 520 | — | $29.29万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $29.26万 | 0.22% | 4,824 | 792 | 19.6% | $4.80万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $27.77万 | 0.21% | 328 | -307 | -48.3% | -$26.00万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $26.80万 | 0.20% | 1,657 | 177 | 12.0% | $2.86万 | 加仓 |
| PEP | PEPSICO INC | $25.87万 | 0.19% | 1,666 | -1,456 | -46.6% | -$22.61万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $25.19万 | 0.19% | 1,620 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $23.48万 | 0.17% | 2,035 | 2,035 | — | $23.48万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $22.90万 | 0.17% | 1,179 | 1,179 | — | $22.90万 | 新建仓 |
| BA | BOEING CO | $22.59万 | 0.17% | 1,135 | 34 | 3.1% | $6,768 | 加仓 |
| MS | MORGAN STANLEY | $22.53万 | 0.17% | 1,369 | -1,453 | -51.5% | -$23.91万 | 减仓 |
| MCD | MCDONALDS CORP | $22.46万 | 0.17% | 723 | -709 | -49.5% | -$22.03万 | 减仓 |
| SO | SOUTHERN CO | $22.06万 | 0.16% | 2,285 | 2,285 | — | $22.06万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $21.93万 | 0.16% | 1,675 | 1,675 | — | $21.93万 | 新建仓 |
| MO | ALTRIA GROUP INC | $21.88万 | 0.16% | 3,315 | 3,315 | — | $21.88万 | 新建仓 |
| SBUX | STARBUCKS CORP | $21.75万 | 0.16% | 2,427 | 2,427 | — | $21.75万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $20.85万 | 0.15% | 607 | -13 | -2.1% | -$4,465 | 减仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -7,723 | -100.0% | -$373.50万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | -17,353 | -100.0% | -$177.68万 | 清仓 |
| BWX | SPDR SERIES TRUST | $0 | 0.00% | 0 | -50,293 | -100.0% | -$113.31万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -1,535 | -100.0% | -$87.63万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -4,878 | -100.0% | -$86.71万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -6,434 | -100.0% | -$59.96万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -1,908 | -100.0% | -$56.52万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -736 | -100.0% | -$42.65万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -717 | -100.0% | -$40.61万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -967 | -100.0% | -$35.77万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -3,480 | -100.0% | -$34.77万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,746 | -100.0% | -$34.03万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,844 | -100.0% | -$33.97万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,706 | -100.0% | -$31.85万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -1,262 | -100.0% | -$28.89万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,862 | -100.0% | -$27.49万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -1,104 | -100.0% | -$26.76万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -1,373 | -100.0% | -$21.98万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -804 | -100.0% | -$21.30万 | 清仓 |