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WealthPLAN Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

WealthPLAN Partners, LLC

报告期 2026-03-31 · CIK 0001639943

持仓数

221

前50大市值合计

$352.5M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM

$39.7M

156,423

11.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$31.9M

66,603

9.1%

IVV ISHARES TR

CORE S&P500 ETF

$20.6M

31,516

5.8%

DGRO ISHARES TR

CORE DIV GRWTH

$15.1M

215,150

4.3%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$11.3M

335,657

3.2%

QQQ INVESCO QQQ TR

UNIT SER 1

$11.2M

19,422

3.2%

NVDA NVIDIA CORPORATION

COM

$10.3M

58,871

2.9%

AMZN AMAZON COM INC

COM

$9.8M

47,060

2.8%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$9.3M

29,125

2.7%

BFLB EA SERIES TRUST

BUFFERLABS US EQ

$9.1M

182,749

2.6%

CLOI VANECK ETF TRUST

CLO ETF

$8.5M

161,642

2.4%

COST COSTCO WHOLESALE CORPORATION

COM

$7.9M

7,976

2.3%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$7.3M

91,196

2.1%

HEQT SIMPLIFY EXCHANGE TRADED FUN

HEDGED EQUITY

$7.2M

227,169

2.0%

IVW ISHARES TR

S&P 500 GRWT ETF

$6.9M

61,341

2.0%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$6.8M

45,843

1.9%

PAAA PGIM ETF TR

AAA CLO ETF

$6.1M

119,872

1.7%

HELO J P MORGAN EXCHANGE TRADED F

HEDGED EQUITY LA

$5.9M

92,584

1.7%

COWZ PACER FDS TR

US CASH COWS 100

$5.8M

93,204

1.7%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$5.7M

186,988

1.6%

IGRO ISHARES TR

INTL DIV GRWTH

$5.6M

66,977

1.6%

JPM JPMORGAN CHASE & CO

COM

$5.6M

18,962

1.6%

GOOG ALPHABET INC

CAP STK CL C

$5.4M

18,966

1.5%

MSFT MICROSOFT CORP

COM

$5.2M

14,035

1.5%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$5.1M

67,180

1.5%

WMT WALMART INC

COM

$5.0M

40,210

1.4%

FTLS FIRST TR EXCH TRADED FD III

LNG/SHT EQUITY

$4.9M

70,201

1.4%

UNP UNION PAC CORP

COM

$4.9M

20,217

1.4%

CASY CASEYS GEN STORES INC

COM

$4.9M

6,694

1.4%

CVX CHEVRON CORPORATION

COM

$4.5M

21,895

1.3%

SCHZ SCHWAB STRATEGIC TR

US AGGREGATE B

$4.5M

191,883

1.3%

JNJ JOHNSON & JOHNSON

COM

$4.2M

17,385

1.2%

IVE ISHARES TR

S&P 500 VAL ETF

$4.1M

19,585

1.2%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$3.8M

39,018

1.1%

GOOGL ALPHABET INC

CAP STK CL A

$3.8M

13,203

1.1%

ABBV ABBVIE INC

COM

$3.7M

17,015

1.0%

AGOX STARBOARD INVT TR

ADAPTIVE ALPHA

$3.6M

133,619

1.0%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$3.4M

57,802

1.0%

MOAT VANECK ETF TRUST

MRNGSTR WDE MOAT

$3.1M

32,174

0.9%

META META PLATFORMS INC

CL A

$3.0M

5,325

0.9%

— EXXON MOBIL CORP

COM

$3.0M

17,781

0.9%

EPS WISDOMTREE TR

US LARGECAP FUND

$2.9M

41,932

0.8%

AGG ISHARES TR

CORE US AGGBD ET

$2.8M

28,250

0.8%

TCAF T ROWE PRICE ETF INC

CAP APPRECIATION

$2.8M

78,793

0.8%

MCK MCKESSON CORP

COM

$2.7M

3,157

0.8%

PEP PEPSICO INC

COM

$2.7M

17,591

0.8%

XTEN BONDBLOXX ETF TRUST

BLOOMBERG TEN YR

$2.7M

58,442

0.8%

ICOW PACER FDS TR

DEVELOPED MRKT

$2.7M

62,488

0.8%

IUSB ISHARES TR

CORE UNIVRSL USD

$2.6M

56,072

0.7%

TDV PROSHARES TR

S&P TECH DIVIDEN

$2.5M

29,817

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

37%前 6 大占比

AAPL11.3%BRK/B9.1%IVV5.8%DGRO4.3%BUFR3.2%QQQ3.2%