Capasso Planning Partners LLC
CHARLESTON SC · SEC CIK 0001911938
$1.85亿2026Q1 申报市值
73持仓数
66.6%前十大占比 · 第一大 18.4%
4 / 7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
FIRST TR EXCHNG 新建仓+$243.06万
BUFR 加仓+$141.15万
SPTM 加仓+$129.53万
VEA 加仓+$75.95万
DDEC 加仓+$74.78万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$216.43万
BNDX 清仓-$64.92万
BND 清仓-$47.66万
VXUS 清仓-$45.99万
SCYB 清仓-$26.93万
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 |
|---|---|---|---|---|---|---|---|---|
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -13,435 | -100.0% | -$64.92万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -6,434 | -100.0% | -$47.66万 | 清仓 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | -6,096 | -100.0% | -$45.99万 | 清仓 |
| ABBV | ABBVIE INC 看跌期权 | $0 | 0.00% | 0 | -2,500 | -100.0% | -$37.05万 | 清仓 |
| ABT | ABBOTT LABS 看跌期权 | $0 | 0.00% | 0 | -2,900 | -100.0% | -$29.83万 | 清仓 |
| SCYB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -10,192 | -100.0% | -$26.93万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,381 | -100.0% | -$24.55万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SDY | SPDR SERIES TRUST | $20.78万 | 0.11% | 1,424 | -508 | -26.3% | -$7.41万 | 重新持有 |
| SUSC | ISHARES TR | $21.43万 | 0.12% | 9,263 | -264 | -2.8% | -$6,108 | 减仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $21.56万 | 0.12% | 4,337 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $21.68万 | 0.12% | 1,464 | 0 | 0.0% | — | 不变 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $23.87万 | 0.13% | 5,630 | 5,630 | — | $23.87万 | 新建仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $25.00万 | 0.13% | 4,682 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $25.10万 | 0.14% | 1,012 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $26.83万 | 0.14% | 3,505 | 152 | 4.5% | $1.16万 | 加仓 |
| ESGE | ISHARES INC | $28.17万 | 0.15% | 6,195 | 53 | 0.9% | $2,410 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.70万 | 0.15% | 1,184 | 0 | 0.0% | — | 不变 |
| COWG | PACER FDS TR | $29.09万 | 0.16% | 8,621 | -177 | -2.0% | -$5,972 | 减仓 |
| SUB | ISHARES TR | $29.73万 | 0.16% | 2,791 | -264 | -8.6% | -$2.81万 | 减仓 |
| ICOW | PACER FDS TR | $31.84万 | 0.17% | 7,502 | -1,805 | -19.4% | -$7.66万 | 减仓 |
| COWZ | PACER FDS TR | $33.02万 | 0.18% | 5,278 | -995 | -15.9% | -$6.22万 | 减仓 |
| ACWI | ISHARES TR | $33.36万 | 0.18% | 2,411 | 128 | 5.6% | $1.77万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $33.78万 | 0.18% | 3,290 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $33.86万 | 0.18% | 1,002 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $34.07万 | 0.18% | 1,568 | 3 | 0.2% | $652 | 加仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $38.58万 | 0.21% | 8,053 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $39.44万 | 0.21% | 12,055 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $39.74万 | 0.21% | 8,818 | -664 | -7.0% | -$2.99万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $40.29万 | 0.22% | 4,888 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $41.51万 | 0.22% | 13,689 | 13,689 | — | $41.51万 | 新建仓 |
| GOOGL | ALPHABET INC | $41.62万 | 0.22% | 1,447 | 140 | 10.7% | $4.03万 | 加仓 |
| IQLT | ISHARES TR | $43.70万 | 0.24% | 9,452 | 195 | 2.1% | $9,015 | 加仓 |
| CVX | CHEVRON CORPORATION | $44.63万 | 0.24% | 2,157 | 18 | 0.8% | $3,724 | 加仓 |
| LLY | ELI LILLY & CO | $48.39万 | 0.26% | 526 | 0 | 0.0% | — | 不变 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $48.59万 | 0.26% | 11,189 | -180 | -1.6% | -$7,817 | 减仓 |
| DIVO | AMPLIFY ETF TR | $49.40万 | 0.27% | 11,014 | -308 | -2.7% | -$1.38万 | 减仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $50.46万 | 0.27% | 21,882 | 0 | 0.0% | — | 不变 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $51.07万 | 0.28% | 22,820 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $53.42万 | 0.29% | 20,836 | -1,828 | -8.1% | -$4.69万 | 减仓 |
| ESGD | ISHARES TR | $58.04万 | 0.31% | 6,069 | -97 | -1.6% | -$9,276 | 减仓 |
| ESGU | ISHARES TR | $62.57万 | 0.34% | 4,425 | -100 | -2.2% | -$1.41万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $64.71万 | 0.35% | 24,460 | -6,278 | -20.4% | -$16.61万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $68.90万 | 0.37% | 27,838 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $70.14万 | 0.38% | 4,022 | 23 | 0.6% | $4,011 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $70.91万 | 0.38% | 21,615 | 21,615 | — | $70.91万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $71.26万 | 0.38% | 1,235 | -200 | -13.9% | -$11.54万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $71.31万 | 0.38% | 6,455 | -51 | -0.8% | -$5,634 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $75.85万 | 0.41% | 23,318 | 1,265 | 5.7% | $4.12万 | 加仓 |
| GOOG | ALPHABET INC | $77.17万 | 0.42% | 2,690 | 140 | 5.5% | $4.02万 | 加仓 |
| IJH | ISHARES TR | $80.90万 | 0.44% | 11,980 | -26 | -0.2% | -$1,756 | 减仓 |
| IJR | ISHARES TR | $82.70万 | 0.45% | 6,653 | -34 | -0.5% | -$4,226 | 减仓 |
| MSFT | MICROSOFT CORP | $91.42万 | 0.49% | 2,470 | -68 | -2.7% | -$2.52万 | 减仓 |
| AMZN | AMAZON COM INC | $98.45万 | 0.53% | 4,727 | -20 | -0.4% | -$4,165 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $100.78万 | 0.54% | 22,759 | 16,889 | 287.7% | $74.78万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $102.79万 | 0.55% | 36,710 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $108.29万 | 0.58% | 4,979 | -41 | -0.8% | -$8,917 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $117.63万 | 0.63% | 20,753 | 12,287 | 145.1% | $69.64万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $126.55万 | 0.68% | 37,798 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $144.92万 | 0.78% | 52,034 | -4,652 | -8.2% | -$12.96万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $162.49万 | 0.88% | 52,963 | -4,914 | -8.5% | -$15.08万 | 减仓 |
| STIP | ISHARES TR | $195.81万 | 1.06% | 18,931 | 18 | 0.1% | $1,862 | 加仓 |
| REET | ISHARES TR | $233.73万 | 1.26% | 92,933 | 7,560 | 8.9% | $19.01万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $243.06万 | 1.31% | 74,404 | 74,404 | — | $243.06万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $244.20万 | 1.32% | 5,096 | -102 | -2.0% | -$4.89万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $266.42万 | 1.44% | 4,459 | -63 | -1.4% | -$3.76万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $314.54万 | 1.70% | 31,498 | 946 | 3.1% | $9.45万 | 加仓 |
| MUB | ISHARES TR | $320.67万 | 1.73% | 30,209 | -2,344 | -7.2% | -$24.88万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $329.31万 | 1.78% | 41,543 | 1,230 | 3.1% | $9.75万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $475.49万 | 2.57% | 14,822 | 170 | 1.2% | $5.45万 | 加仓 |
| AAPL | APPLE INC | $523.37万 | 2.82% | 20,622 | -127 | -0.6% | -$3.22万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $526.32万 | 2.84% | 65,316 | 2,538 | 4.0% | $20.45万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $547.81万 | 2.96% | 66,201 | 2,494 | 3.9% | $20.64万 | 加仓 |
| SHY | ISHARES TR | $616.84万 | 3.33% | 74,705 | 3,463 | 4.9% | $28.59万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $832.08万 | 4.49% | 139,190 | 11,725 | 9.2% | $70.09万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $938.07万 | 5.06% | 99,183 | 7,463 | 8.1% | $70.58万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $1,175.95万 | 6.35% | 410,309 | 20,920 | 5.4% | $59.96万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,251.25万 | 6.75% | 195,263 | 11,853 | 6.5% | $75.95万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,369.11万 | 7.39% | 405,423 | 41,798 | 11.5% | $141.15万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $1,681.68万 | 9.07% | 212,710 | 16,384 | 8.3% | $129.53万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,406.16万 | 18.38% | 52,375 | -3,328 | -6.0% | -$216.43万 | 减仓 |