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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $42.81万 | 0.06% | 760 | 229 | 43.1% | $12.90万 | 加仓 |
| BGIG | ETF SER SOLUTIONS | $42.57万 | 0.06% | 11,862 | -1,049 | -8.1% | -$3.76万 | 减仓 |
| VHT | VANGUARD WORLD FD | $42.55万 | 0.06% | 1,423 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $41.55万 | 0.06% | 2,835 | 705 | 33.1% | $10.33万 | 加仓 |
| QYLD | GLOBAL X FDS | $41.26万 | 0.06% | 22,385 | 58 | 0.3% | $1,069 | 加仓 |
| BDVL | BLACKROCK ETF TRUST | $40.13万 | 0.06% | 15,448 | 363 | 2.4% | $9,431 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $39.20万 | 0.06% | 7,571 | -182 | -2.3% | -$9,424 | 减仓 |
| SNDK | SANDISK CORP | $39.11万 | 0.06% | 172 | 172 | — | $39.11万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $38.56万 | 0.06% | 1,623 | 1 | 0.1% | $238 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $38.21万 | 0.06% | 7,569 | -672 | -8.2% | -$3.39万 | 减仓 |
| SDY | SPDR SERIES TRUST | $37.98万 | 0.06% | 2,496 | -9 | -0.4% | -$1,370 | 减仓 |
| AVGO | BROADCOM INC | $37.31万 | 0.06% | 988 | 283 | 40.1% | $10.69万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $37.17万 | 0.06% | 2,980 | 2,980 | — | $37.17万 | 新建仓 |
| CSCO | CISCO SYS INC | $36.48万 | 0.05% | 3,106 | 49 | 1.6% | $5,756 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $36.41万 | 0.05% | 2,010 | 2 | 0.1% | $362 | 加仓 |
| — | WISDOMTREE TR | $36.41万 | 0.05% | 5,300 | 266 | 5.3% | $1.83万 | 加仓 |
| MCK | MCKESSON CORP | $35.66万 | 0.05% | 472 | 1 | 0.2% | $756 | 加仓 |
| BX | BLACKSTONE INC | $35.02万 | 0.05% | 2,976 | 20 | 0.7% | $2,353 | 加仓 |
| ESGU | ISHARES TR | $34.49万 | 0.05% | 2,107 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $34.21万 | 0.05% | 8,509 | -307 | -3.5% | -$1.23万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.23万 | 0.05% | 644 | 176 | 37.6% | $8.81万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $31.94万 | 0.05% | 7,255 | 7,255 | — | $31.94万 | 新建仓 |
| BFLX | BLACKROCK ETF TRUST | $31.42万 | 0.05% | 12,263 | 12,263 | — | $31.42万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $30.93万 | 0.05% | 6,276 | 6,276 | — | $30.93万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $30.37万 | 0.05% | 7,363 | -500 | -6.4% | -$2.06万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $29.81万 | 0.04% | 3,396 | 18 | 0.5% | $1,580 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $29.10万 | 0.04% | 6,874 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $28.77万 | 0.04% | 2,312 | 1 | 0.0% | $124 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $28.45万 | 0.04% | 11,685 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $28.21万 | 0.04% | 2,207 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $28.19万 | 0.04% | 3,919 | 268 | 7.3% | $1.93万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $27.53万 | 0.04% | 6,205 | 0 | 0.0% | — | 不变 |
| T | ATT INC | $27.31万 | 0.04% | 13,192 | 2,644 | 25.1% | $5.47万 | 加仓 |
| FWD | AB ACTIVE ETFS INC | $27.17万 | 0.04% | 1,834 | 1,834 | — | $27.17万 | 新建仓 |
| PRN | INVESCO EXCHANGE TRADED FD T | $27.05万 | 0.04% | 1,037 | 1,037 | — | $27.05万 | 新建仓 |
| TSLA | TESLA INC | $26.96万 | 0.04% | 641 | 641 | — | $26.96万 | 新建仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $26.53万 | 0.04% | 4,350 | 4,350 | — | $26.53万 | 新建仓 |
| LCTU | BLACKROCK ETF TRUST | $26.00万 | 0.04% | 3,243 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $25.89万 | 0.04% | 4,874 | 1,481 | 43.6% | $7.87万 | 加仓 |
| VFH | VANGUARD WORLD FD | $25.78万 | 0.04% | 1,959 | 1,959 | — | $25.78万 | 新建仓 |
| MTUM | ISHARES TR | $25.78万 | 0.04% | 752 | 752 | — | $25.78万 | 新建仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $25.76万 | 0.04% | 2,304 | 11 | 0.5% | $1,230 | 重新持有 |
| CWB | SPDR SERIES TRUST | $25.59万 | 0.04% | 2,373 | 103 | 4.5% | $1.11万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $25.37万 | 0.04% | 1,133 | 1,133 | — | $25.37万 | 新建仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $24.75万 | 0.04% | 1,469 | 1,469 | — | $24.75万 | 新建仓 |
| IGEB | ISHARES TR | $24.47万 | 0.04% | 5,425 | -10,599 | -66.1% | -$47.81万 | 重新持有 |
| DLN | WISDOMTREE TR | $24.41万 | 0.04% | 2,534 | 3 | 0.1% | $289 | 加仓 |
| VIS | VANGUARD WORLD FD | $24.15万 | 0.04% | 670 | 0 | 0.0% | — | 不变 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $24.01万 | 0.04% | 4,676 | 4,676 | — | $24.01万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $23.38万 | 0.03% | 1,324 | 1,324 | — | $23.38万 | 新建仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $23.16万 | 0.03% | 2,711 | 2,711 | — | $23.16万 | 新建仓 |
| XTEN | BONDBLOXX ETF TRUST | $22.55万 | 0.03% | 4,947 | -33,028 | -87.0% | -$150.54万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $22.49万 | 0.03% | 3,500 | 0 | 0.0% | — | 不变 |
| TCAF | T ROWE PRICE EXCHANGETRADED | $22.48万 | 0.03% | 5,470 | 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 |
| PKW | INVESCO EXCHANGE TRADED FD T | $21.25万 | 0.03% | 1,500 | 0 | 0.0% | — | 重新持有 |
| RWO | SPDR INDEX SHS FDS | $20.31万 | 0.03% | 4,086 | 4,086 | — | $20.31万 | 新建仓 |
| IEUR | ISHARES TR | $20.06万 | 0.03% | 2,668 | -1,320 | -33.1% | -$9.92万 | 减仓 |
| 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 |