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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
$352.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q1
22Q4 调仓
2022-03-31 → 2022-12-31 · 共 150 项
建仓 28
增持 55
减持 55
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
IVOL
KRANESHARES TR
-$25.9M
209,766
-82%
建仓
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$22.8M
962,538
减持
SRLN
SSGA ACTIVE ETF TR
-$18.5M
87,494
-82%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
ABBV
ABBVIE INC
+$17.2M
118,328
+1856%
减持
—
MEDTRONIC PLC
-$15.1M
30,370
-82%
建仓
FLTR
VANECK ETF TRUST
+$13.5M
534,044
减持
PII
POLARIS INC
-$13.0M
4,986
-97%
减持
LOW
LOWES COS INC
-$12.9M
19,007
-78%
减持
XSOE
WISDOMTREE TR
-$12.1M
27,159
-94%
减持
BOND
PIMCO ETF TR
-$11.9M
10,850
-92%
增持
COWZ
PACER FDS TR
+$11.5M
536,268
+68%
建仓
LECO
LINCOLN ELEC HLDGS INC
+$11.2M
64,531
减持
SWK
STANLEY BLACK & DECKER INC
-$11.1M
20,263
-81%
减持
INFL
LISTED FD TR
-$10.6M
10,080
-97%
清仓
QPX
ADVISORSHARES TR
-$9.9M
0
-100%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$9.6M
1,093,003
-31%
建仓
UMBF
UMB FINL CORP
+$9.2M
100,700
清仓
—
FIRST TR EXCH TRADED FD III
-$9.0M
0
-100%
减持
DRSK
ETF SER SOLUTIONS
-$8.9M
15,093
-96%
建仓
IOCT
INNOVATOR ETFS TR
+$8.7M
349,100
减持
IVW
ISHARES TR
-$7.7M
50,754
-69%
减持
PMAY
INNOVATOR ETFS TR
-$7.6M
51,856
-84%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$7.3M
237,017
+76%
增持
PEP
PEPSICO INC
+$7.3M
130,174
+43%
增持
AVEM
AMERICAN CENTY ETF TR
+$7.3M
276,783
+103%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$7.1M
129,297
建仓
TDV
PROSHARES TR
+$7.1M
115,062
增持
MINO
PIMCO ETF TR
+$7.0M
356,402
+80%
增持
IGRO
ISHARES TR
+$6.9M
251,742
+82%
减持
PHDG
INVESCO ACTIVELY MANAGED ETF
-$6.1M
162,884
-51%
增持
WPC
WP CAREY INC
+$5.9M
277,347
+30%
减持
DGRO
ISHARES TR
-$5.7M
488,181
-20%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$5.7M
67,304
建仓
RAAX
VANECK ETF TRUST
+$5.7M
222,437
建仓
XSVN
BONDBLOXX ETF TRUST
+$5.5M
113,870
减持
AGOX
STARBOARD INVT TR
-$5.5M
646,560
-29%
增持
GPC
GENUINE PARTS CO
+$5.4M
109,678
+2%
减持
META
META PLATFORMS INC
-$5.4M
34,616
-40%
增持
NUE
NUCOR CORP
+$5.3M
134,548
+17%
清仓
EMLP
FIRST TR EXCHANGE-TRADED FD
-$5.0M
0
-100%
减持
PNOV
INNOVATOR ETFS TR
-$5.0M
8,446
-95%
建仓
XSEP
FIRST TR EXCHNG TRADED FD VI
+$5.0M
154,731
增持
APD
AIR PRODS & CHEMS INC
+$4.7M
52,938
+22%
建仓
PAPR
INNOVATOR ETFS TR
+$4.3M
149,483
增持
SPYG
SPDR SER TR
+$4.3M
91,437
+706%
增持
VZ
VERIZON COMMUNICATIONS INC
+$4.3M
344,832
+67%
减持
VTI
VANGUARD INDEX FDS
-$4.2M
174,114
-11%
增持
GGG
GRACO INC
+$4.1M
244,419
+13%
减持
FTLS
FIRST TR EXCH TRADED FD III
-$4.1M
388,693
-18%
增持
CFR
CULLEN FROST BANKERS INC
+$4.1M
117,465
+38%
减持
MOAT
VANECK ETF TRUST
-$3.6M
255,799
-22%
减持
AMAX
STARBOARD INVT TR
-$3.6M
1,919,618
-11%
清仓
—
NEW AGE ALPHA TR
-$3.6M
0
-100%
建仓
HSY
HERSHEY CO
+$3.5M
14,793
减持
GBIL
GOLDMAN SACHS ETF TR
-$3.5M
6,000
-85%
减持
PFEB
INNOVATOR ETFS TR
-$3.3M
9,588
-93%
建仓
MCH
MATTHEWS ASIA FDS
+$3.2M
123,497
建仓
FEMS
FIRST TR EXCH TRD ALPHDX FD
+$3.2M
84,628
增持
CASY
CASEYS GEN STORES INC
+$3.1M
70,930
+14%
增持
CVX
CHEVRON CORP NEW
+$3.1M
116,720
+7%
增持
AMZN
AMAZON COM INC
-$3.1M
115,155
+1868%
增持
IVV
ISHARES TR
+$3.0M
28,014
+34%
增持
TXN
TEXAS INSTRS INC
+$2.8M
82,067
+20%
减持
SONO
SONOS INC
-$2.8M
12,845
-90%
减持
WFC
WELLS FARGO CO NEW
-$2.8M
35,767
-65%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.6M
131,951
+11%
减持
DFEB
FIRST TR EXCHNG TRADED FD VI
-$2.6M
19,361
-79%
减持
—
SPOTIFY TECHNOLOGY S A
-$2.5M
2,358
-92%
增持
MINT
PIMCO ETF TR
+$2.3M
37,043
+175%
增持
MSM
MSC INDL DIRECT INC
+$2.3M
232,622
+9%
建仓
XBOC
INNOVATOR ETFS TR
+$2.3M
93,597
减持
NVR
NVR INC
-$2.2M
49
-91%
建仓
FMC
FMC CORP
+$2.1M
16,508
增持
IEMG
ISHARES INC
+$2.1M
271,911
+24%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.1M
4,455
+464%
增持
GOOG
ALPHABET INC
-$2.1M
133,864
+1980%
增持
CION
CION INVT CORP
+$2.1M
394,043
+95%
增持
VMI
VALMONT INDS INC
+$2.0M
26,317
+1%
增持
CHRW
C H ROBINSON WORLDWIDE INC
+$2.0M
166,773
+14%
建仓
AMN
AMN HEALTHCARE SVCS INC
+$1.9M
20,250
建仓
FSCO
FS CREDIT OPPORTUNITIES CORP
+$1.9M
384,565
减持
ISRG
INTUITIVE SURGICAL INC
-$1.8M
2,173
-78%
增持
BKH
BLACK HILLS CORP
+$1.7M
295,849
+27%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.7M
449,257
+9%
减持
EFG
ISHARES TR
-$1.7M
22,453
-47%
增持
—
NORWEGIAN CRUISE LINE HLDG L
+$1.7M
136,550
+306%
增持
CSB
VICTORY PORTFOLIOS II
+$1.7M
90,940
+44%
减持
ESGU
ISHARES TR
-$1.6M
15,467
-53%
增持
INTC
INTEL CORP
-$1.6M
110,959
+1%
减持
COST
COSTCO WHSL CORP NEW
-$1.6M
26,977
-5%
建仓
LNG
CHENIERE ENERGY INC
+$1.5M
10,168
减持
—
CARNIVAL CORP
-$1.5M
27,719
-74%
清仓
DNOV
FIRST TR EXCHNG TRADED FD VI
-$1.4M
0
-100%
增持
GLD
SPDR GOLD TR
+$1.4M
10,812
+314%
增持
SYY
SYSCO CORP
+$1.4M
209,449
+20%
减持
STZ
CONSTELLATION BRANDS INC
-$1.4M
36,904
-7%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$1.4M
73,316
-60%
建仓
VXF
VANGUARD INDEX FDS
+$1.4M
9,151
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.3M
58,519
+103%
减持
PECO
PHILLIPS EDISON & CO INC
-$1.3M
6,716
-85%
减持
HPQ
HP INC
-$1.3M
6,690
-84%
建仓
XGDVX
GABELLI DIVID & INCOME TR
+$1.3M
57,219
增持
O
REALTY INCOME CORP
+$1.3M
310,288
+13%
增持
XLV
SELECT SECTOR SPDR TR
+$1.2M
11,732
+332%
增持
BKE
BUCKLE INC
+$1.2M
56,720
+38%
增持
JPM
JPMORGAN CHASE & CO
+$1.2M
49,321
+0%
建仓
BXC
BLUELINX HLDGS INC
+$1.2M
13,158
清仓
FXZ
FIRST TR EXCHANGE TRADED FD
-$1.1M
0
-100%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.1M
13
-13%
清仓
—
ASPEN TECHNOLOGY INC
-$1.1M
0
-100%
减持
IWM
ISHARES TR
-$1.1M
1,899
-76%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.1M
15,902
+75%
增持
DEO
DIAGEO PLC
+$1.1M
92,859
+22%
减持
MA
MASTERCARD INCORPORATED
-$1.1M
25,014
-12%
增持
—
ASTRAZENECA PLC
+$1.0M
85,987
+14%
增持
MBB
ISHARES TR
+$1.0M
13,912
+412%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$1.0M
9,695
-51%
减持
GOVT
ISHARES TR
-$1.0M
16,790
-71%
建仓
BMAY
INNOVATOR ETFS TR
+$1.0M
33,129
减持
MO
ALTRIA GROUP INC
-$980.4K
38,402
-24%
减持
DHR
DANAHER CORPORATION
-$977.0K
28,817
-13%
建仓
MAIN
MAIN STR CAP CORP
+$965.1K
24,329
清仓
UNOV
INNOVATOR ETFS TR
-$959.0K
0
-100%
增持
SPBC
SIMPLIFY EXCHANGE TRADED FUN
+$958.4K
96,139
+91%
清仓
IJUL
INNOVATOR ETFS TR
-$948.0K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$945.3K
9,971
-22%
建仓
DECW
AIM ETF PRODUCTS TRUST
+$934.9K
36,640
增持
SECT
NORTHERN LTS FD TR IV
+$931.1K
267,122
+1%
增持
—
EXXON MOBIL CORP
+$911.3K
27,773
+2%
减持
ROP
ROPER TECHNOLOGIES INC
-$911.1K
6,554
-17%
增持
TGT
TARGET CORP
+$898.6K
102,317
+41%
增持
NFLX
NETFLIX INC
+$895.3K
3,151
+151%
增持
ABT
ABBOTT LABS
+$857.8K
168,701
+11%
增持
—
ETF SER SOLUTIONS
+$849.0K
101,396
+87%
减持
SPAB
SPDR SER TR
-$838.3K
530,245
-1%
增持
VB
VANGUARD INDEX FDS
+$834.2K
18,593
+23%
增持
SPYM
SPDR SER TR
+$830.4K
114,243
+17%
清仓
LPX
LOUISIANA PAC CORP
-$828.0K
0
-100%
减持
DAUG
FIRST TR EXCHNG TRADED FD VI
-$779.4K
20,984
-52%
减持
RODM
LATTICE STRATEGIES TR
-$758.6K
71,353
-26%
减持
PJUL
INNOVATOR ETFS TR
-$752.8K
173,086
-18%
清仓
IRT
INDEPENDENCE RLTY TR INC
-$740.0K
0
-100%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$727.4K
61,234
+54%
清仓
BBHY
J P MORGAN EXCHANGE-TRADED F
-$725.0K
0
-100%
建仓
SPHY
SPDR SER TR
+$714.5K
31,298
减持
PCEF
INVESCO EXCH TRADED FD TR II
-$709.5K
11,401
-75%
建仓
—
INNOVATOR ETFS TR
+$708.0K
26,641
减持
MCD
MCDONALDS CORP
-$704.4K
8,157
-29%
减持
LMT
LOCKHEED MARTIN CORP
-$702.8K
23,990
-15%
减持
PFE
PFIZER INC
-$698.7K
82,852
-6%
