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 |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | $34.18万 | 0.07% | 490 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $33.99万 | 0.07% | 2,956 | 100 | 3.5% | $1.15万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $33.77万 | 0.07% | 5,702 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $33.39万 | 0.06% | 5,034 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $32.30万 | 0.06% | 7,042 | 6 | 0.1% | $275 | 加仓 |
| NEE | NEXTERA ENERGY INC | $31.37万 | 0.06% | 3,378 | -71 | -2.1% | -$6,594 | 减仓 |
| ORCL | ORACLE CORP | $31.34万 | 0.06% | 2,130 | -8 | -0.4% | -$1,177 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $30.63万 | 0.06% | 7,863 | 195 | 2.5% | $7,597 | 加仓 |
| T | ATT INC | $30.58万 | 0.06% | 10,548 | 7 | 0.1% | $203 | 加仓 |
| PSN | PARSONS CORP DEL | $30.52万 | 0.06% | 5,635 | 0 | 0.0% | — | 不变 |
| PXF | INVESCO EXCH TRADED FD TR II | $30.52万 | 0.06% | 4,366 | 6 | 0.1% | $419 | 加仓 |
| META | META PLATFORMS INC | $30.38万 | 0.06% | 531 | -52 | -8.9% | -$2.98万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $29.85万 | 0.06% | 8,816 | 659 | 8.1% | $2.23万 | 加仓 |
| ESGU | ISHARES TR | $29.80万 | 0.06% | 2,107 | -14 | -0.7% | -$1,980 | 减仓 |
| SPTL | SPDR SERIES TRUST | $28.86万 | 0.06% | 10,974 | 10,974 | — | $28.86万 | 新建仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $28.17万 | 0.05% | 11,685 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $28.02万 | 0.05% | 3,988 | 3,988 | — | $28.02万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $24.21万 | 0.05% | 2,207 | -103 | -4.5% | -$1.13万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $24.11万 | 0.05% | 6,205 | 1,090 | 21.3% | $4.24万 | 加仓 |
| MO | ALTRIA GROUP INC | $24.09万 | 0.05% | 3,651 | 1 | 0.0% | $66 | 加仓 |
| CSCO | CISCO SYS INC | $23.72万 | 0.05% | 3,057 | 138 | 4.7% | $1.07万 | 加仓 |
| AMGN | AMGEN INC | $23.07万 | 0.04% | 656 | -5 | -0.8% | -$1,758 | 减仓 |
| ICSH | ISHARES TR | $22.99万 | 0.04% | 4,542 | -46,296 | -91.1% | -$234.35万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $22.94万 | 0.04% | 6,874 | 0 | 0.0% | — | 不变 |
| LCTU | BLACKROCK ETF TRUST | $22.75万 | 0.04% | 3,243 | -15 | -0.5% | -$1,052 | 减仓 |
| DLN | WISDOMTREE TR | $22.61万 | 0.04% | 2,531 | 2 | 0.1% | $179 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.43万 | 0.04% | 468 | -38 | -7.5% | -$1.82万 | 减仓 |
| AVGO | BROADCOM INC | $21.83万 | 0.04% | 705 | 84 | 13.5% | $2.60万 | 加仓 |
| CRM | SALESFORCE INC | $21.47万 | 0.04% | 1,150 | 1,150 | — | $21.47万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $20.92万 | 0.04% | 670 | 670 | — | $20.92万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $20.79万 | 0.04% | 3,393 | 3,393 | — | $20.79万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $20.78万 | 0.04% | 2,270 | 2 | 0.1% | $183 | 加仓 |
| WM | WASTE MGMT INC DEL | $20.52万 | 0.04% | 893 | -186 | -17.2% | -$4.27万 | 重新持有 |
| HDV | ISHARES TR | $20.29万 | 0.04% | 1,495 | -788 | -34.5% | -$10.69万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $20.22万 | 0.04% | 3,500 | 0 | 0.0% | — | 不变 |
| 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 |