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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 7
增持 25
减持 109
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
CHRW
C.H. Robinson Worldwide Inc.
-$7.2M
4,198
-95%
减持
WPC
W.P. Carey Inc.
-$5.9M
66,971
-50%
减持
PEP
Pepsico Incorporated
-$5.7M
30,760
-51%
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。
减持
ABBV
AbbVie Inc
-$5.4M
29,962
-50%
减持
TGT
Target Corporation
-$5.1M
26,136
-50%
减持
O
Realty Income Corp
-$5.0M
73,625
-51%
减持
ADM
Archer Daniels Midland Co
-$5.0M
68,261
-46%
减持
BKH
Black Hills Corp
-$5.0M
64,950
-54%
减持
CVX
Chevron Corp
-$4.8M
28,547
-50%
减持
NUE
Nucor Corp
-$4.7M
26,930
-54%
减持
GPC
Genuine Parts Co
-$4.4M
24,642
-52%
减持
MSM
MSC Industrial Direct Co Inc
-$4.3M
50,044
-54%
减持
SYY
Sysco Corporation
-$4.3M
43,305
-55%
减持
GGG
Graco Inc
-$4.2M
49,776
-57%
减持
DEO
Diageo PLC ADR
-$4.2M
19,280
-54%
减持
BUFR
First Trust CBOE Vest Fund of Buffer ETF
-$4.2M
443,865
-32%
减持
APD
Air Products & Chemicals Inc
-$4.0M
10,840
-57%
减持
TXN
Texas Instruments Inc
-$3.9M
18,272
-53%
减持
ABT
Abbott Laboratories
-$3.9M
44,739
-48%
减持
HEQT
Simply Exchange traded Funds Hedged Equity
-$3.7M
397,870
-31%
减持
AAPL
Apple Inc
-$3.6M
272,143
-20%
减持
RAAX
VanEck Inflation Allocation ETF
-$3.6M
2,558
-98%
减持
CASY
Caseys General Stores Inc
-$3.5M
15,055
-55%
减持
JNJ
Johnson & Johnson
-$3.4M
45,386
-35%
减持
VZ
Verizon Communications
-$3.2M
102,046
-43%
建仓
AGGY
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+$3.1M
72,483
减持
FTLS
First Tr Long/Short Equity
-$3.1M
137,715
-32%
增持
GBIL
Goldman Sachs TreasuryAccess 0-1 Year
+$3.0M
30,739
+4026%
减持
IVOL
Quadratic Intrst Rt Vol & Infl H ETF
-$2.9M
16,708
-88%
减持
DGRO
iShares Core Dividend Growth ETF
-$2.7M
280,368
-18%
减持
IGRO
iShares Intl Dividend Growth
-$2.6M
98,832
-31%
增持
IBM
International Business Machines
+$2.6M
22,274
+642%
减持
LMT
Lockheed Martin Corp
-$2.6M
7,317
-42%
减持
CFR
Cullen Frost Bankers
-$2.5M
29,660
-45%
减持
AGOX
Starboard Investment Trust Ada Ptive Growth Opp Etf
-$2.4M
286,696
-32%
减持
LECO
Lincoln Electric Hldgs
-$2.3M
18,887
-47%
减持
AVEM
Avantis Emerging Markets Equity ETF
-$2.1M
128,663
-25%
减持
AMAX
Starboard Invt Tr Rh Hedged Multi-Asset Income Etf
-$2.1M
550,354
-33%
建仓
XBAP
Innovator ETFS Tr US Equity
+$1.9M
67,035
减持
FLTR
VanEck Inv Grade Floating Rate ETF
-$1.9M
123,512
-38%
减持
MA
Mastercard Inc
-$1.7M
6,002
-47%
减持
COWZ
Pacer Fds Tr Us Cash Cows 100
-$1.7M
362,813
-11%
减持
COST
Costco Wholesale Corp
-$1.6M
9,136
-31%
减持
BRK/B
Berkshire Hathaway Inc Class B
-$1.5M
80,941
-14%
减持
PAPR
Innovator S&P 500 Power Buffer ETF - April
-$1.5M
781
-99%
减持
VTI
Vanguard Total Stock Market
-$1.5M
122,313
-12%
减持
SPYM
SPDR Portfolio S&P 500 ETF
-$1.5M
80,535
-31%
减持
DHR
Danaher Corp
-$1.5M
6,702
-45%
减持
STZ
Constellation Brands Inc
-$1.4M
7,487
-49%
减持
GOOG
Alphabet Inc Class C
-$1.4M
37,880
-35%
减持
IOCT
Innovator ETFs TR Intl DV
-$1.4M
118,696
-34%
减持
MOAT
VanEck Morningstar Wide Moat Research
-$1.4M
139,640
-18%
减持
XSEP
FT CBOE Vest US Eqt Enc Md Bf ETF
-$1.3M
23,418
-64%
减持
ESGU
iShares ESG Aware MSCI USA ETF
-$1.3M
76
-99%
减持
PJUL
Innovator S&P 500 Power Buffer ETF - July
-$1.3M
20,475
-67%
增持
SCHP
Schwab US TIPS
+$1.2M
49,481
+90%
减持
INTC
Intel Corp
-$1.2M
71,668
-34%
减持
UMBF
UMB Financial Corp
-$1.1M
37,375
-37%
减持
MCHP
Microchip Technology Inc
-$1.1M
24,821
-37%
减持
PJAN
Innovator S&P 500 Power Buffer ETF - January
-$986.3K
32,890
-49%
增持
QQQ
Invesco QQQ Trust Series 1
+$984.7K
12,009
+12%
减持
XBOC
Innovator Etfs Tr Us Eqty Accelrt9
-$961.1K
52,043
-44%
增持
SECT
Main Sector Rotation ETF
+$960.7K
274,614
+3%
减持
XSVN
BondBloxx Bloomberg SevenYrTrgDurUSTrETF
-$951.2K
51,469
-26%
减持
TMO
Thermo Fisher Scientific Inc
-$949.8K
1,506
-50%
减持
—
Norwegian Cruise Line Holdings
+$903.8K
108,813
-0%
减持
SPGI
S&P Global Inc
-$896.1K
2,056
-59%
减持
ROP
Roper Technologies Inc
-$870.7K
1,714
-55%
减持
MINO
Pimco Etf Tr Muni Income Opp
-$834.0K
183,724
-9%
减持
V
Visa Inc
-$813.4K
6,023
-39%
增持
IVE
iShares S&P 500 Value ETF
+$807.0K
79,335
+0%
增持
MINT
PIMCO Enhanced Short Maturity
+$798.5K
50,179
+18%
减持
FMC
FMC Corp
-$774.4K
3,991
-59%
减持
SIXO
Allianz IM U.S. Large Cap 6 Month Buffer ETF
-$770.2K
14,839
-67%
减持
META
Meta Platforms Inc
-$753.5K
6,134
-48%
建仓
CROX
CROCS Inc
+$732.2K
6,512
减持
—
Innovator Double Stacker 9 Buffer January ETF
-$725.3K
273
-99%
减持
LNG
Cheniere Energy Inc
-$689.7K
2,961
-59%
减持
FVD
First Trust Value Line Dividend Index Fund
-$682.4K
19,025
-47%
增持
XGDVX
Gabelli Dividend & Income Trust Closed-End Fund
+$670.0K
106,506
+40%
减持
TDV
Proshares TR S&P Tech Dividen
-$647.4K
39,255
-26%
减持
NVDA
NVIDIA Corp
+$637.8K
4,953
-6%
减持
JPM
JP Morgan Chase & Co.
-$635.7K
22,701
-25%
减持
EFG
iShares MSCI EAFE Growth ETF
-$600.0K
18,420
-27%
增持
BRSP
Brightspire Cap Inc A
+$594.2K
263,729
+32%
减持
EFV
iShares MSCI EAFE Value
-$593.5K
18,001
-41%
减持
ADBE
Adobe Inc
-$588.2K
2,063
-50%
清仓
DAUG
FT CBOE Vest US Equity Deep Bfr ETF Aug
-$576.6K
0
-100%
清仓
DAPR
First TR Exchange Traded FD VIII Cboe Vest US Dep
-$564.3K
0
-100%
减持
CIBR
First Trust NASDAQ Cybersecurity ETF
-$562.7K
43,617
-27%
增持
SCHF
Schwab International Equity
+$550.9K
459,783
+1%
建仓
HYLB
Xtrackers USD High Yield Corporate Bond
+$550.9K
15,968
增持
NAPR
Innovator Nasdaq-100 April Power Buffer ETF
+$534.6K
14,673
+641%
增持
FEM
First Tr Emerging Mkts AlphaDex
+$533.2K
101,548
+33%
清仓
—
Invesco PureBetaSM US Aggregate Bond
-$531.1K
0
-100%
增持
CION
CION Investment Corporation
+$530.5K
437,636
+8%
减持
PHDG
Invesco S&P 500 Downside Hedged
-$485.4K
39,358
-28%
减持
AMN
AMN Healthcare Services Inc
-$483.0K
5,061
-59%
减持
JEPI
JPMorgan Equity Premium Income ETF
-$473.2K
68,787
-12%
减持
UNP
Union Pacific Corp
-$467.5K
15,112
-15%
减持
T
AT&T Inc
-$459.4K
26,254
-42%
减持
DECW
Aim Etf Products Trust Us Lrg Cp Buf20
-$458.8K
13,970
-57%
增持
XDSQ
Innovator ETFs Trust U.S. Equity Accelerated
+$456.2K
33,712
+76%
减持
VBK
Vanguard Small-Cap Growth ETF
-$438.0K
4,090
-36%
减持
AMZN
Amazon.com Inc
-$417.6K
57,149
-25%
增持
SPAB
SPDR Portfolio Aggregate Bond ETF
+$414.3K
564,613
+5%
增持
SCHI
Schwab 5-10 Year Corporate Bond ETF
+$407.1K
9,442
+4669%
增持
RODM
Hartford Multifactor Developed Markets (exUS)
+$402.4K
87,018
+21%
减持
GDX
VanEck Gold Miners ETF
-$385.8K
94,929
-5%
减持
SPBC
SIMPLIFY EXCHANGE TRADED FDS SIMPLIFY US EQUITY PLUS GBT
-$382.2K
40,795
-34%
减持
IVV
iShares Core S&P 500
+$373.2K
21,200
-4%
减持
IUSB
iShares Core Total USD Bond Market
-$371.1K
33,341
-18%
减持
TSLA
Tesla Inc
+$369.5K
7,888
-3%
减持
BX
Blackstone Inc
-$363.7K
14,456
-26%
减持
ADSK
Autodesk Inc
-$361.6K
3,043
-36%
减持
MAIN
MainStreet Capital Corp
-$352.7K
14,724
-38%
减持
MSFT
Microsoft Corp
-$339.5K
15,563
-20%
减持
VOO
Vanguard S&P 500
-$333.1K
425
-68%
减持
—
Defiance Hotel Airline Cruise Etf
+$326.3K
99,081
-1%
减持
SPYG
SPDR S&P 500 Growth ETF
-$310.7K
46,980
-18%
增持
VXF
Vanguard Extended Market Index
+$300.7K
10,714
+16%
建仓
BOXX
Alpha Architect 1-3 Mnth Box
+$285.0K
2,784
减持
GLD
SPDR Gold Shares
-$280.4K
7,463
-15%
增持
STXG
EA SER TR STRIVE 1000 GROWTH ETF
+$267.0K
73,311
+2%
清仓
VTWO
Vanguard Russell 2000
-$266.8K
0
-100%
减持
MBB
iShares MBS ETF
-$262.8K
12,569
-17%
减持
SCHZ
Schwab US Aggregate Bond ETF
-$260.2K
63,844
-7%
建仓
APRW
AllianzIM US Large Cap Buffer20 Apr ETF
+$244.3K
8,694
建仓
JULW
AllianzIM US Large Cap Buffer20 Jul ETF
+$242.3K
8,131
减持
—
Carnival Corp
+$236.7K
27,514
-1%
减持
NEAR
iShares Short Maturity Bond
-$232.3K
37,148
-11%
减持
SCHD
Schwab US Dividend Equity
-$231.2K
64,862
-4%
减持
SUN
Sunoco LP
-$222.9K
5,247
-49%
增持
GOOGL
Alphabet Inc Class A
+$219.6K
12,572
+1%
增持
SCHW
Charles Schwab Corp
+$219.0K
18,875
+16%
减持
GOVT
iShares US Treasury Bond ETF
-$212.0K
50,194
-14%
清仓
PNOV
Innovator S&P 500 Power Buffer ETF - November
-$207.8K
0
-100%
减持
USMV
iShares Edge MSCI Min Vol USA ETF
-$206.9K
8,754
-26%
减持
TLH
iShares Barclays 10-20 Yr Treasury Bond
-$202.6K
3,533
-32%
清仓
OCSL
Oaktree Specialty Lending Corp
-$187.7K
0
-100%
减持
PYPL
PayPal Holdings Inc
-$187.3K
1,817
-55%
增持
XLF
SPDR Financial Select Sector
+$186.2K
95,823
+1%
增持
CMA
Comerica Inc
+$184.7K
31,829
+19%
清仓
—
Ishares Ibonds Dec 2025 Term Treasury Etf
-$169.5K
0
-100%
清仓
—
Ishares Ibonds Dec 2024 Term Treasury Etf
-$168.7K
0
-100%
减持
FSK
FS KKR Capital Corp
-$168.3K
257,628
-7%
增持
STXV
EA SER TR STRIVE 1000 VALUE ETF
+$168.1K
116,897
+4%
清仓
—
Ishares Ibonds Dec 2023 Term Treasury Etf
-$167.6K
0
-100%
增持
IWN
iShares Russell 2000 Value ETF
+$165.4K
7,242
+16%
减持
DAL
Delta Air Lines
+$165.3K
26,534
-15%
