Capasso Planning Partners LLC
CHARLESTON SC · SEC CIK 0001911938
$2.01亿2026Q2 申报市值
86持仓数
64.9%前十大占比 · 第一大 18.5%
12 / 0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
IEFA 新建仓+$49.73万
MU 新建仓+$44.88万
TSLA 新建仓+$43.15万
FBND 新建仓+$30.45万
FLHY 新建仓+$26.57万
2026Q2 卖出最多 按季末市值估算
FTSM 减仓-$262.53万
SPY 减仓-$203.64万
BUFR 减仓-$72.04万
VEA 减仓-$24.31万
SPTM 减仓-$18.75万
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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $20.02万 | 0.10% | 530 | 530 | — | $20.02万 | 新建仓 |
| IVV | ISHARES TR | $20.23万 | 0.10% | 270 | 270 | — | $20.23万 | 新建仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $21.11万 | 0.11% | 5,303 | 5,303 | — | $21.11万 | 新建仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $21.28万 | 0.11% | 4,541 | 4,541 | — | $21.28万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $21.29万 | 0.11% | 279 | 279 | — | $21.29万 | 新建仓 |
| — | AMERICAN CENTY ETF TR | $21.38万 | 0.11% | 2,590 | 2,590 | — | $21.38万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $21.60万 | 0.11% | 660 | 1 | 0.2% | $327 | 重新持有 |
| SUSC | ISHARES TR | $21.63万 | 0.11% | 9,342 | 79 | 0.9% | $1,829 | 加仓 |
| SDY | SPDR SERIES TRUST | $21.68万 | 0.11% | 1,425 | 1 | 0.1% | $152 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $22.67万 | 0.11% | 3,798 | 3,798 | — | $22.67万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $23.14万 | 0.12% | 1,464 | 0 | 0.0% | — | 不变 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $23.62万 | 0.12% | 4,337 | 0 | 0.0% | — | 不变 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $24.92万 | 0.12% | 4,261 | -421 | -9.0% | -$2.46万 | 减仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $25.12万 | 0.13% | 5,616 | -14 | -0.2% | -$626 | 减仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $26.57万 | 0.13% | 10,937 | 10,937 | — | $26.57万 | 新建仓 |
| ICOW | PACER FDS TR | $27.77万 | 0.14% | 6,670 | -832 | -11.1% | -$3.46万 | 减仓 |
| SUB | ISHARES TR | $29.78万 | 0.15% | 2,797 | 6 | 0.2% | $639 | 加仓 |
| ABT | ABBOTT LABORATORIES | $29.86万 | 0.15% | 3,291 | 1 | 0.0% | $91 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $30.45万 | 0.15% | 6,694 | 6,694 | — | $30.45万 | 新建仓 |
| COWZ | PACER FDS TR | $31.98万 | 0.16% | 5,142 | -136 | -2.6% | -$8,460 | 减仓 |
| SPYM | SPDR SERIES TRUST | $32.46万 | 0.16% | 3,694 | 189 | 5.4% | $1.66万 | 加仓 |
| IWM | ISHARES TR | $32.78万 | 0.16% | 1,091 | 79 | 7.8% | $2.37万 | 加仓 |
| COWG | PACER FDS TR | $32.83万 | 0.16% | 8,176 | -445 | -5.2% | -$1.79万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $33.30万 | 0.17% | 1,184 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $33.84万 | 0.17% | 6,187 | -8 | -0.1% | -$438 | 减仓 |
| CVX | CHEVRON CORPORATION | $35.75万 | 0.18% | 2,157 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $38.12万 | 0.19% | 1,569 | 1 | 0.1% | $243 | 加仓 |
| ACWI | ISHARES TR | $38.49万 | 0.19% | 2,452 | 41 | 1.7% | $6,435 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $40.66万 | 0.20% | 12,055 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $41.26万 | 0.21% | 13,215 | -474 | -3.5% | -$1.48万 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $41.35万 | 0.21% | 8,053 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $43.15万 | 0.22% | 1,026 | 1,026 | — | $43.15万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $43.28万 | 0.22% | 4,888 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $44.88万 | 0.22% | 389 | 389 | — | $44.88万 | 新建仓 |
| NUSC | NUSHARES ETF TR | $46.04万 | 0.23% | 8,834 | 16 | 0.2% | $834 | 加仓 |
| IQLT | ISHARES TR | $47.28万 | 0.24% | 9,543 | 91 | 1.0% | $4,509 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $47.85万 | 0.24% | 1,002 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $49.73万 | 0.25% | 5,149 | 5,149 | — | $49.73万 | 新建仓 |
| DIVO | AMPLIFY ETF TR | $50.99万 | 0.25% | 11,157 | 143 | 1.3% | $6,535 | 加仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $52.23万 | 0.26% | 11,189 | 0 | 0.0% | — | 不变 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $53.42万 | 0.27% | 22,820 | 0 | 0.0% | — | 不变 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $54.90万 | 0.27% | 21,882 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $62.42万 | 0.31% | 6,071 | 2 | 0.0% | $206 | 加仓 |
| LLY | ELI LILLY & CO | $63.10万 | 0.31% | 526 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $63.17万 | 0.32% | 21,465 | 629 | 3.0% | $1.85万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $66.91万 | 0.33% | 24,460 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $70.56万 | 0.35% | 20,847 | -768 | -3.6% | -$2.60万 | 减仓 |
| ESGU | ISHARES TR | $72.59万 | 0.36% | 4,435 | 10 | 0.2% | $1,637 | 加仓 |
| GOOGL | ALPHABET INC | $73.35万 | 0.37% | 2,052 | 605 | 41.8% | $21.63万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $77.11万 | 0.38% | 27,838 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $78.35万 | 0.39% | 23,318 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $80.69万 | 0.40% | 4,032 | 10 | 0.2% | $2,001 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $81.82万 | 0.41% | 6,558 | 103 | 1.6% | $1.29万 | 加仓 |
| QQQ | INVESCO QQQ TR | $89.62万 | 0.45% | 1,217 | -18 | -1.5% | -$1.33万 | 减仓 |
| IJH | ISHARES TR | $92.57万 | 0.46% | 12,005 | 25 | 0.2% | $1,928 | 加仓 |
| MSFT | MICROSOFT CORP | $95.26万 | 0.48% | 2,554 | 84 | 3.4% | $3.13万 | 加仓 |
| IJR | ISHARES TR | $98.26万 | 0.49% | 6,625 | -28 | -0.4% | -$4,153 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $108.99万 | 0.54% | 23,006 | 247 | 1.1% | $1.17万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $109.10万 | 0.54% | 36,710 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $109.29万 | 0.55% | 3,093 | 403 | 15.0% | $14.24万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $113.69万 | 0.57% | 20,129 | -624 | -3.0% | -$3.52万 | 减仓 |
| AMZN | AMAZON COM INC | $113.86万 | 0.57% | 4,777 | 50 | 1.1% | $1.19万 | 加仓 |
| ABBV | ABBVIE INC | $125.49万 | 0.63% | 4,987 | 8 | 0.2% | $2,013 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $133.69万 | 0.67% | 39,170 | 1,372 | 3.6% | $4.68万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $158.36万 | 0.79% | 50,920 | -1,114 | -2.1% | -$3.46万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $172.43万 | 0.86% | 54,379 | 1,416 | 2.7% | $4.49万 | 加仓 |
| STIP | ISHARES TR | $194.06万 | 0.97% | 18,995 | 64 | 0.3% | $6,538 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $237.46万 | 1.18% | 70,431 | -3,973 | -5.3% | -$13.39万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $255.00万 | 1.27% | 5,096 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $256.91万 | 1.28% | 93,015 | 82 | 0.1% | $2,265 | 加仓 |
| VOO | VANGUARD INDEX FDS | $304.19万 | 1.52% | 4,429 | -30 | -0.7% | -$2.06万 | 减仓 |
| MUB | ISHARES TR | $312.99万 | 1.56% | 29,083 | -1,126 | -3.7% | -$12.12万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $320.06万 | 1.60% | 31,059 | -439 | -1.4% | -$4.52万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $328.73万 | 1.64% | 41,596 | 53 | 0.1% | $4,189 | 加仓 |
| VTI | VANGUARD INDEX FDS | $546.98万 | 2.73% | 14,782 | -40 | -0.3% | -$1.48万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $550.55万 | 2.75% | 66,613 | 412 | 0.6% | $3.41万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $568.85万 | 2.84% | 95,237 | -43,953 | -31.6% | -$262.53万 | 减仓 |
| AAPL | APPLE INC | $594.08万 | 2.96% | 20,531 | -91 | -0.4% | -$2.63万 | 减仓 |
| SHY | ISHARES TR | $611.93万 | 3.05% | 74,526 | -179 | -0.2% | -$1.47万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $614.73万 | 3.07% | 63,709 | -1,607 | -2.5% | -$15.51万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $1,067.59万 | 5.32% | 97,845 | -1,338 | -1.3% | -$14.60万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $1,159.77万 | 5.78% | 408,514 | -1,795 | -0.4% | -$5.10万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,366.94万 | 6.82% | 191,851 | -3,412 | -1.7% | -$24.31万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,408.97万 | 7.03% | 385,702 | -19,721 | -4.9% | -$72.04万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $1,912.44万 | 9.54% | 210,645 | -2,065 | -1.0% | -$18.75万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,707.56万 | 18.49% | 49,648 | -2,727 | -5.2% | -$203.64万 | 减仓 |