Vertex Planning Partners, LLC 13F 持仓 · 2026年Q2
Vertex Planning Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 158 只证券，申报市值合计 6.73 亿美元。前几大持仓：SPYM（16.11%）、JQUA（7.38%）、USFR（5.79%）。本季前 25 大持仓中：增持 22 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $108.5M | 16.11% | 1.2M | 增持 |
| 2 | JQUA | J P MORGAN EXCHANGE TRADED F | $49.7M | 7.38% | 688,073 | 增持 |
| 3 | USFR | WISDOMTREE TR | $39.0M | 5.79% | 774,263 | 减持 |
| 4 | TFLO | ISHARES TR | $38.7M | 5.74% | 763,672 | 减持 |
| 5 | DYNF | BLACKROCK ETF TRUST | $32.5M | 4.83% | 478,583 | 增持 |
| 6 | SPY | STATE STR SPDR SP 500 ETF T | $28.1M | 4.17% | 37,639 | 增持 |
| 7 | AAPL | APPLE INC | $27.2M | 4.04% | 93,981 | 增持 |
| 8 | SPYG | SPDR SERIES TRUST | $23.0M | 3.42% | 193,662 | 增持 |
| 9 | JTEK | J P MORGAN EXCHANGE TRADED F | $20.4M | 3.02% | 182,483 | 增持 |
| 10 | BIDD | BLACKROCK ETF TRUST | $18.8M | 2.79% | 626,308 | 增持 |
| 11 | HEFA | ISHARES TR | $14.2M | 2.10% | 301,850 | 增持 |
| 12 | IUSB | ISHARES TR | $12.1M | 1.80% | 262,029 | 增持 |
| 13 | PULS | PGIM ETF TR | $11.7M | 1.74% | 236,284 | 增持 |
| 14 | DTD | WISDOMTREE TR | $10.9M | 1.62% | 117,050 | 增持 |
| 15 | BINC | BLACKROCK ETF TRUST II | $10.4M | 1.55% | 199,498 | 增持 |
| 16 | SPDW | SPDR INDEX SHS FDS | $10.3M | 1.54% | 205,247 | 增持 |
| 17 | HEEM | ISHARES INC | $9.6M | 1.42% | 213,736 | 增持 |
| 18 | BAI | BLACKROCK ETF TRUST | $9.0M | 1.34% | 171,060 | 增持 |
| 19 | JMST | J P MORGAN EXCHANGE TRADED F | $8.0M | 1.20% | 157,816 | 增持 |
| 20 | SPAB | SPDR SERIES TRUST | $7.3M | 1.09% | 286,978 | 增持 |
| 21 | SPMO | INVESCO EXCH TRADED FD TR II | $7.3M | 1.09% | 45,415 | 减持 |
| 22 | AVEM | AMERICAN CENTY ETF TR | $6.6M | 0.98% | 68,202 | 增持 |
| 23 | SPYV | SPDR SERIES TRUST | $6.6M | 0.97% | 107,805 | 增持 |
| 24 | EMXC | ISHARES INC | $6.5M | 0.96% | 63,292 | 增持 |
| 25 | ABBV | ABBVIE INC | $6.3M | 0.93% | 24,972 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR