Vertex Planning Partners, LLC
DOWNERS GROVE IL · SEC CIK 0001942341
$5.15亿2026Q1 申报市值
135持仓数
60.3%前十大占比 · 第一大 14.1%
13 / 3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
TFLO 加仓+$3,591.19万
USFR 加仓+$1,892.83万
DYNF 加仓+$1,042.79万
IDEV 新建仓+$676.04万
BINC 加仓+$562.25万
2026Q1 卖出最多 按季末市值估算
QQQM 清仓-$946.45万
XLG 减仓-$848.33万
SPEM 减仓-$355.34万
SPY 减仓-$353.58万
ICSH 减仓-$234.35万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -37,421 | -100.0% | -$946.45万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IGEB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TDTT | FLEXSHARES TR | $0 | 0.00% | 0 | -10,528 | -100.0% | -$25.33万 | 清仓 |
| BLOK | AMPLIFY ETF TR | $0 | 0.00% | 0 | -4,000 | -100.0% | -$22.76万 | 清仓 |
| TCAF | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PFGC | PERFORMANCE FOOD GROUP CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PKW | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIRST TR EXCHANGE TRADED FD | $20.22万 | 0.04% | 3,500 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $20.29万 | 0.04% | 1,495 | -788 | -34.5% | -$10.69万 | 减仓 |
| WM | WASTE MGMT INC DEL | $20.52万 | 0.04% | 893 | -186 | -17.2% | -$4.27万 | 重新持有 |
| CWB | SPDR SERIES TRUST | $20.78万 | 0.04% | 2,270 | 2 | 0.1% | $183 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $20.79万 | 0.04% | 3,393 | 3,393 | — | $20.79万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $20.92万 | 0.04% | 670 | 670 | — | $20.92万 | 新建仓 |
| CRM | SALESFORCE INC | $21.47万 | 0.04% | 1,150 | 1,150 | — | $21.47万 | 新建仓 |
| AVGO | BROADCOM INC | $21.83万 | 0.04% | 705 | 84 | 13.5% | $2.60万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.43万 | 0.04% | 468 | -38 | -7.5% | -$1.82万 | 减仓 |
| DLN | WISDOMTREE TR | $22.61万 | 0.04% | 2,531 | 2 | 0.1% | $179 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $22.75万 | 0.04% | 3,243 | -15 | -0.5% | -$1,052 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $22.94万 | 0.04% | 6,874 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $22.99万 | 0.04% | 4,542 | -46,296 | -91.1% | -$234.35万 | 减仓 |
| AMGN | AMGEN INC | $23.07万 | 0.04% | 656 | -5 | -0.8% | -$1,758 | 减仓 |
| CSCO | CISCO SYS INC | $23.72万 | 0.05% | 3,057 | 138 | 4.7% | $1.07万 | 加仓 |
| MO | ALTRIA GROUP INC | $24.09万 | 0.05% | 3,651 | 1 | 0.0% | $66 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $24.11万 | 0.05% | 6,205 | 1,090 | 21.3% | $4.24万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $24.21万 | 0.05% | 2,207 | -103 | -4.5% | -$1.13万 | 减仓 |
| IEUR | ISHARES TR | $28.02万 | 0.05% | 3,988 | 3,988 | — | $28.02万 | 新建仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $28.17万 | 0.05% | 11,685 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $28.86万 | 0.06% | 10,974 | 10,974 | — | $28.86万 | 新建仓 |
| ESGU | ISHARES TR | $29.80万 | 0.06% | 2,107 | -14 | -0.7% | -$1,980 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $29.85万 | 0.06% | 8,816 | 659 | 8.1% | $2.23万 | 加仓 |
| META | META PLATFORMS INC | $30.38万 | 0.06% | 531 | -52 | -8.9% | -$2.98万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $30.52万 | 0.06% | 4,366 | 6 | 0.1% | $419 | 加仓 |
| PSN | PARSONS CORP DEL | $30.52万 | 0.06% | 5,635 | 0 | 0.0% | — | 不变 |
| T | ATT INC | $30.58万 | 0.06% | 10,548 | 7 | 0.1% | $203 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $30.63万 | 0.06% | 7,863 | 195 | 2.5% | $7,597 | 加仓 |
| ORCL | ORACLE CORP | $31.34万 | 0.06% | 2,130 | -8 | -0.4% | -$1,177 | 减仓 |
| NEE | NEXTERA ENERGY INC | $31.37万 | 0.06% | 3,378 | -71 | -2.1% | -$6,594 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $32.30万 | 0.06% | 7,042 | 6 | 0.1% | $275 | 加仓 |
| — | WISDOMTREE TR | $33.39万 | 0.06% | 5,034 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $33.77万 | 0.07% | 5,702 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $33.99万 | 0.07% | 2,956 | 100 | 3.5% | $1.15万 | 加仓 |
| VGT | VANGUARD WORLD FD | $34.18万 | 0.07% | 490 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $34.28万 | 0.07% | 1,622 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $35.50万 | 0.07% | 770 | -8 | -1.0% | -$3,688 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $36.37万 | 0.07% | 7,753 | -75,754 | -90.7% | -$355.34万 | 减仓 |
| SDY | SPDR SERIES TRUST | $36.56万 | 0.07% | 2,505 | 0 | 0.0% | — | 不变 |
| BDVL | BLACKROCK ETF TRUST | $37.18万 | 0.07% | 15,085 | 15,085 | — | $37.18万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $37.95万 | 0.07% | 7,855 | -25 | -0.3% | -$1,208 | 减仓 |
| QYLD | GLOBAL X FDS | $38.29万 | 0.07% | 22,327 | 56 | 0.3% | $960 | 加仓 |
| SMH | VANECK ETF TRUST | $38.60万 | 0.07% | 1,007 | 212 | 26.7% | $8.13万 | 加仓 |
| VHT | VANGUARD WORLD FD | $38.75万 | 0.08% | 1,423 | 0 | 0.0% | — | 不变 |
| TGRT | T ROWE PRICE ETF INC | $38.83万 | 0.08% | 9,878 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $40.32万 | 0.08% | 6,456 | 727 | 12.7% | $4.54万 | 加仓 |
| TFI | SPDR SERIES TRUST | $40.33万 | 0.08% | 8,896 | 282 | 3.3% | $1.28万 | 加仓 |
| MCK | MCKESSON CORP | $40.76万 | 0.08% | 471 | 1 | 0.2% | $865 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $41.51万 | 0.08% | 8,241 | -938 | -10.2% | -$4.72万 | 减仓 |
| BGIG | ETF SER SOLUTIONS | $42.94万 | 0.08% | 12,911 | 12,911 | — | $42.94万 | 新建仓 |
| VLUE | ISHARES TR | $43.28万 | 0.08% | 3,044 | 3,044 | — | $43.28万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $43.80万 | 0.09% | 1,950 | 0 | 0.0% | — | 不变 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $43.92万 | 0.09% | 2,008 | -33 | -1.6% | -$7,218 | 减仓 |
| — | EXXON MOBIL CORP | $44.15万 | 0.09% | 2,602 | -56 | -2.1% | -$9,501 | 减仓 |
| IXUS | ISHARES TR | $44.62万 | 0.09% | 5,150 | 702 | 15.8% | $6.08万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $45.46万 | 0.09% | 8,583 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $45.83万 | 0.09% | 2,311 | -46 | -2.0% | -$9,123 | 减仓 |
| DON | WISDOMTREE TR | $47.72万 | 0.09% | 9,083 | -239 | -2.6% | -$1.26万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $48.20万 | 0.09% | 9,575 | 721 | 8.1% | $3.63万 | 加仓 |
| STPZ | PIMCO ETF TR | $48.59万 | 0.09% | 8,981 | 756 | 9.2% | $4.09万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $49.70万 | 0.10% | 9,901 | 15 | 0.2% | $753 | 加仓 |
| DTH | WISDOMTREE TR | $50.45万 | 0.10% | 9,327 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $51.54万 | 0.10% | 10,439 | 5,746 | 122.4% | $28.37万 | 加仓 |
| MDY | STATE STR SPDR SP MIDCAP 40 | $54.97万 | 0.11% | 891 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $57.58万 | 0.11% | 3,927 | 896 | 29.6% | $13.14万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $57.59万 | 0.11% | 578 | -4 | -0.7% | -$3,986 | 减仓 |
| PAAA | PGIM ETF TR | $60.04万 | 0.12% | 11,732 | -117 | -1.0% | -$5,988 | 减仓 |
| USMV | ISHARES TR | $60.82万 | 0.12% | 6,558 | -1 | -0.0% | -$93 | 减仓 |
| SYSB | ISHARES TR | $70.68万 | 0.14% | 7,942 | 7,942 | — | $70.68万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $72.47万 | 0.14% | 4,155 | 199 | 5.0% | $3.47万 | 加仓 |
| GOOG | ALPHABET INC | $74.62万 | 0.14% | 2,601 | 56 | 2.2% | $1.61万 | 加仓 |
| TOUS | T ROWE PRICE ETF INC | $74.90万 | 0.15% | 21,686 | 4,026 | 22.8% | $13.91万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $77.05万 | 0.15% | 9,746 | -573 | -5.6% | -$4.53万 | 减仓 |
| BP | BP PLC | $78.56万 | 0.15% | 16,714 | -4,365 | -20.7% | -$20.52万 | 减仓 |
| GOOGL | ALPHABET INC | $80.75万 | 0.16% | 2,808 | 29 | 1.0% | $8,339 | 加仓 |
| COWZ | PACER FDS TR | $84.96万 | 0.17% | 13,580 | 13 | 0.1% | $813 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $87.14万 | 0.17% | 15,974 | -155,517 | -90.7% | -$848.33万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $89.04万 | 0.17% | 36,626 | 23,869 | 187.1% | $58.03万 | 加仓 |
| JPM | JPMORGAN CHASE CO | $91.31万 | 0.18% | 3,104 | 127 | 4.3% | $3.74万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $95.36万 | 0.19% | 5,896 | 935 | 18.8% | $15.12万 | 加仓 |
| IEMG | ISHARES INC | $99.96万 | 0.19% | 14,331 | -28,961 | -66.9% | -$202.01万 | 减仓 |
| IEFA | ISHARES TR | $104.93万 | 0.20% | 11,590 | 4,370 | 60.5% | $39.56万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $110.34万 | 0.21% | 23,608 | -92 | -0.4% | -$4,300 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $113.84万 | 0.22% | 25,231 | 4,689 | 22.8% | $21.16万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $122.62万 | 0.24% | 11,943 | 5 | 0.0% | $513 | 加仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $132.49万 | 0.26% | 37,458 | 37,458 | — | $132.49万 | 新建仓 |
| GLD | SPDR GOLD TR | $134.98万 | 0.26% | 3,137 | 71 | 2.3% | $3.06万 | 加仓 |
| STIP | ISHARES TR | $135.14万 | 0.26% | 13,066 | 7,964 | 156.1% | $82.37万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $144.95万 | 0.28% | 7,552 | 731 | 10.7% | $14.03万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $153.45万 | 0.30% | 11,546 | 2,621 | 29.4% | $34.83万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $174.15万 | 0.34% | 37,975 | 3,300 | 9.5% | $15.13万 | 加仓 |