Vertex Planning Partners, LLC
DOWNERS GROVE IL · SEC CIK 0001942341
$6.73亿2026Q2 申报市值
158持仓数
57.3%前十大占比 · 第一大 16.1%
21 / 4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
SPYM 加仓+$2,498.82万
SPY 加仓+$1,256.52万
DYNF 加仓+$663.86万
IUSB 加仓+$622.82万
IEMG 加仓+$496.44万
2026Q2 卖出最多 按季末市值估算
TFLO 减仓-$1,393.07万
USFR 减仓-$603.35万
IDEV 减仓-$519.64万
QUAL 减仓-$175.04万
XTEN 减仓-$150.54万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ICSH | ISHARES TR | $0 | 0.00% | 0 | -4,542 | -100.0% | -$22.99万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,150 | -100.0% | -$21.47万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -893 | -100.0% | -$20.52万 | 清仓 |
| HDV | ISHARES TR | $0 | 0.00% | 0 | -7,475 | -100.0% | -$20.29万 | 清仓 |
| IEUR | ISHARES TR | $20.06万 | 0.03% | 2,668 | -1,320 | -33.1% | -$9.92万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $20.31万 | 0.03% | 4,086 | 4,086 | — | $20.31万 | 新建仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $21.25万 | 0.03% | 1,500 | 0 | 0.0% | — | 重新持有 |
| RWL | INVESCO EXCH TRADED FD TR II | $21.80万 | 0.03% | 1,706 | 1,706 | — | $21.80万 | 新建仓 |
| TCAF | T ROWE PRICE EXCHANGETRADED | $22.48万 | 0.03% | 5,470 | 0 | 0.0% | — | 重新持有 |
| — | FIRST TR EXCHANGE TRADED FD | $22.49万 | 0.03% | 3,500 | 0 | 0.0% | — | 不变 |
| XTEN | BONDBLOXX ETF TRUST | $22.55万 | 0.03% | 4,947 | -33,028 | -87.0% | -$150.54万 | 减仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $23.16万 | 0.03% | 2,711 | 2,711 | — | $23.16万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $23.38万 | 0.03% | 1,324 | 1,324 | — | $23.38万 | 新建仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $24.01万 | 0.04% | 4,676 | 4,676 | — | $24.01万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $24.15万 | 0.04% | 670 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $24.41万 | 0.04% | 2,534 | 3 | 0.1% | $289 | 加仓 |
| IGEB | ISHARES TR | $24.47万 | 0.04% | 5,425 | -10,599 | -66.1% | -$47.81万 | 重新持有 |
| PWB | INVESCO EXCHANGE TRADED FD T | $24.75万 | 0.04% | 1,469 | 1,469 | — | $24.75万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $25.37万 | 0.04% | 1,133 | 1,133 | — | $25.37万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $25.59万 | 0.04% | 2,373 | 103 | 4.5% | $1.11万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $25.76万 | 0.04% | 2,304 | 11 | 0.5% | $1,230 | 重新持有 |
| MTUM | ISHARES TR | $25.78万 | 0.04% | 752 | 752 | — | $25.78万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $25.78万 | 0.04% | 1,959 | 1,959 | — | $25.78万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $25.89万 | 0.04% | 4,874 | 1,481 | 43.6% | $7.87万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $26.00万 | 0.04% | 3,243 | 0 | 0.0% | — | 不变 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $26.53万 | 0.04% | 4,350 | 4,350 | — | $26.53万 | 新建仓 |
| TSLA | TESLA INC | $26.96万 | 0.04% | 641 | 641 | — | $26.96万 | 新建仓 |
| PRN | INVESCO EXCHANGE TRADED FD T | $27.05万 | 0.04% | 1,037 | 1,037 | — | $27.05万 | 新建仓 |
| FWD | AB ACTIVE ETFS INC | $27.17万 | 0.04% | 1,834 | 1,834 | — | $27.17万 | 新建仓 |
| T | ATT INC | $27.31万 | 0.04% | 13,192 | 2,644 | 25.1% | $5.47万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $27.53万 | 0.04% | 6,205 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $28.19万 | 0.04% | 3,919 | 268 | 7.3% | $1.93万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $28.21万 | 0.04% | 2,207 | 0 | 0.0% | — | 不变 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $28.45万 | 0.04% | 11,685 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $28.77万 | 0.04% | 2,312 | 1 | 0.0% | $124 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $29.10万 | 0.04% | 6,874 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $29.81万 | 0.04% | 3,396 | 18 | 0.5% | $1,580 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $30.37万 | 0.05% | 7,363 | -500 | -6.4% | -$2.06万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $30.93万 | 0.05% | 6,276 | 6,276 | — | $30.93万 | 新建仓 |
| BFLX | BLACKROCK ETF TRUST | $31.42万 | 0.05% | 12,263 | 12,263 | — | $31.42万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $31.94万 | 0.05% | 7,255 | 7,255 | — | $31.94万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.23万 | 0.05% | 644 | 176 | 37.6% | $8.81万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $34.21万 | 0.05% | 8,509 | -307 | -3.5% | -$1.23万 | 减仓 |
| ESGU | ISHARES TR | $34.49万 | 0.05% | 2,107 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $35.02万 | 0.05% | 2,976 | 20 | 0.7% | $2,353 | 加仓 |
| MCK | MCKESSON CORP | $35.66万 | 0.05% | 472 | 1 | 0.2% | $756 | 加仓 |
| — | WISDOMTREE TR | $36.41万 | 0.05% | 5,300 | 266 | 5.3% | $1.83万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $36.41万 | 0.05% | 2,010 | 2 | 0.1% | $362 | 加仓 |
| CSCO | CISCO SYS INC | $36.48万 | 0.05% | 3,106 | 49 | 1.6% | $5,756 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $37.17万 | 0.06% | 2,980 | 2,980 | — | $37.17万 | 新建仓 |
| AVGO | BROADCOM INC | $37.31万 | 0.06% | 988 | 283 | 40.1% | $10.69万 | 加仓 |
| SDY | SPDR SERIES TRUST | $37.98万 | 0.06% | 2,496 | -9 | -0.4% | -$1,370 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $38.21万 | 0.06% | 7,569 | -672 | -8.2% | -$3.39万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $38.56万 | 0.06% | 1,623 | 1 | 0.1% | $238 | 加仓 |
| SNDK | SANDISK CORP | $39.11万 | 0.06% | 172 | 172 | — | $39.11万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $39.20万 | 0.06% | 7,571 | -182 | -2.3% | -$9,424 | 减仓 |
| BDVL | BLACKROCK ETF TRUST | $40.13万 | 0.06% | 15,448 | 363 | 2.4% | $9,431 | 加仓 |
| QYLD | GLOBAL X FDS | $41.26万 | 0.06% | 22,385 | 58 | 0.3% | $1,069 | 加仓 |
| ORCL | ORACLE CORP | $41.55万 | 0.06% | 2,835 | 705 | 33.1% | $10.33万 | 加仓 |
| VHT | VANGUARD WORLD FD | $42.55万 | 0.06% | 1,423 | 0 | 0.0% | — | 不变 |
| BGIG | ETF SER SOLUTIONS | $42.57万 | 0.06% | 11,862 | -1,049 | -8.1% | -$3.76万 | 减仓 |
| META | META PLATFORMS INC | $42.81万 | 0.06% | 760 | 229 | 43.1% | $12.90万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $43.69万 | 0.06% | 6,250 | -206 | -3.2% | -$1.44万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $43.78万 | 0.07% | 10,341 | 440 | 4.4% | $1.86万 | 加仓 |
| VDC | VANGUARD WORLD FD | $43.97万 | 0.07% | 1,950 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $44.53万 | 0.07% | 8,583 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $46.58万 | 0.07% | 10,171 | 1,275 | 14.3% | $5.84万 | 加仓 |
| STPZ | PIMCO ETF TR | $47.78万 | 0.07% | 8,958 | -23 | -0.3% | -$1,227 | 减仓 |
| DTH | WISDOMTREE TR | $49.78万 | 0.07% | 9,200 | -127 | -1.4% | -$6,872 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $50.22万 | 0.07% | 3,165 | -762 | -19.4% | -$12.09万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $50.99万 | 0.08% | 19,439 | 8,465 | 77.1% | $22.20万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $51.03万 | 0.08% | 9,519 | -920 | -8.8% | -$4.93万 | 减仓 |
| DON | WISDOMTREE TR | $51.39万 | 0.08% | 9,093 | 10 | 0.1% | $565 | 加仓 |
| TGRT | T ROWE PRICE EXCHANGE-TRADED | $52.78万 | 0.08% | 11,544 | 1,666 | 16.9% | $7.62万 | 加仓 |
| BP | BP PLC | $53.88万 | 0.08% | 14,583 | -2,131 | -12.7% | -$7.87万 | 减仓 |
| VGT | VANGUARD WORLD FD | $54.01万 | 0.08% | 4,519 | 599 | 15.3% | $7.16万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $54.31万 | 0.08% | 7,180 | 2,814 | 64.5% | $21.29万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $54.68万 | 0.08% | 1,375 | 605 | 78.6% | $24.06万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $54.73万 | 0.08% | 585 | 7 | 1.2% | $6,548 | 加仓 |
| PAAA | PGIM ETF TR | $58.32万 | 0.09% | 11,376 | -356 | -3.0% | -$1.83万 | 减仓 |
| — | EXXON MOBIL CORP | $58.50万 | 0.09% | 4,279 | 1,677 | 64.5% | $22.93万 | 加仓 |
| PSN | PARSONS CORP DEL | $59.04万 | 0.09% | 11,270 | 5,635 | 100.0% | $29.52万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $59.23万 | 0.09% | 11,756 | 2,181 | 22.8% | $10.99万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $60.12万 | 0.09% | 1,035 | 1,035 | — | $60.12万 | 新建仓 |
| AMGN | AMPLIFY ETF TR | $61.38万 | 0.09% | 5,003 | 4,347 | 662.7% | $53.33万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $63.36万 | 0.09% | 7,032 | 7,032 | — | $63.36万 | 新建仓 |
| USMV | ISHARES TR | $64.96万 | 0.10% | 6,734 | 176 | 2.7% | $1.70万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $73.33万 | 0.11% | 13,149 | 6,107 | 86.7% | $34.06万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $76.92万 | 0.11% | 11,385 | 5,683 | 99.7% | $38.39万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $78.83万 | 0.12% | 12,874 | -3,100 | -19.4% | -$18.98万 | 减仓 |
| TOUS | T ROWE PRICE EXCHANGE-TRADED | $83.88万 | 0.12% | 21,861 | 175 | 0.8% | $6,715 | 加仓 |
| COWZ | PACER FDS TR | $84.49万 | 0.13% | 13,583 | 3 | 0.0% | $187 | 加仓 |
| SPSM | SPDR SERIES TRUST | $88.68万 | 0.13% | 15,377 | 7,522 | 95.8% | $43.38万 | 加仓 |
| VLUE | ISHARES TR | $89.62万 | 0.13% | 4,485 | 1,441 | 47.3% | $28.80万 | 加仓 |
| SYSB | ISHARES TR | $98.96万 | 0.15% | 11,154 | 3,212 | 40.4% | $28.50万 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $104.03万 | 0.15% | 37,501 | 875 | 2.4% | $2.43万 | 加仓 |
| JPM | JPMORGAN CHASE CO | $106.28万 | 0.16% | 3,247 | 143 | 4.6% | $4.68万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $106.47万 | 0.16% | 11,734 | -209 | -1.7% | -$1.90万 | 减仓 |
| MDY | STATE STR SPDR SP MIDCAP 40 | $107.08万 | 0.16% | 1,522 | 631 | 70.8% | $44.39万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $107.41万 | 0.16% | 5,799 | -97 | -1.6% | -$1.80万 | 减仓 |