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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 6
增持 117
减持 14
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.9M
95,636
+18%
增持
WMT
WALMART INC
+$5.9M
45,611
+414%
建仓
CLOI
VANECK ETF TRUST
+$5.4M
102,662
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
XBJL
INNOVATOR ETFS TR
+$5.2M
184,551
+46038%
增持
NKE
NIKE INC
+$5.1M
55,294
+4285%
增持
AAPL
APPLE INC
+$4.7M
335,802
+23%
增持
MSM
MSC INDL DIRECT INC
+$4.7M
96,476
+93%
增持
CVX
CHEVRON CORP NEW
+$4.5M
53,550
+88%
增持
CASY
CASEYS GEN STORES INC
+$4.5M
29,991
+99%
增持
ABBV
ABBVIE INC
+$4.4M
56,795
+90%
增持
PEP
PEPSICO INC
+$4.0M
57,299
+86%
增持
NUE
NUCOR CORP
+$4.0M
53,649
+99%
减持
CSB
VICTORY PORTFOLIOS II
-$3.9M
16,064
-83%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$3.8M
118,650
+74%
建仓
SEMI
COLUMBIA ETF TR I
+$3.8M
195,504
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$3.7M
606,750
+37%
增持
GBIL
GOLDMAN SACHS ETF TR
+$3.7M
67,253
+119%
增持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$3.5M
549,406
+38%
增持
APD
AIR PRODS & CHEMS INC
+$3.3M
23,045
+113%
增持
TXN
TEXAS INSTRS INC
+$3.3M
41,279
+126%
增持
GPC
GENUINE PARTS CO
+$3.3M
51,441
+109%
增持
COWZ
PACER FDS TR
+$3.2M
416,911
+15%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.2M
44,172
+98%
增持
SGOV
ISHARES TR
+$3.2M
32,249
+9762%
增持
ABT
ABBOTT LABS
+$3.1M
82,564
+85%
增持
JNJ
JOHNSON & JOHNSON
+$3.0M
67,728
+49%
减持
SYY
SYSCO CORP
-$3.0M
3,381
-92%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$3.0M
192,751
+40%
增持
BKH
BLACK HILLS CORP
+$3.0M
135,778
+109%
增持
GGG
GRACO INC
+$2.9M
99,207
+99%
增持
GOOG
ALPHABET INC
+$2.9M
56,632
+50%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.8M
202,767
+99%
建仓
EWX
SPDR INDEX SHS FDS
+$2.8M
51,585
增持
O
REALTY INCOME CORP
+$2.7M
142,700
+94%
增持
LECO
LINCOLN ELEC HLDGS INC
+$2.7M
35,623
+89%
增持
VTI
VANGUARD INDEX FDS
+$2.7M
139,448
+14%
增持
COST
COSTCO WHSL CORP NEW
+$2.7M
13,404
+47%
减持
FEMS
FIRST TR EXCH TRD ALPHDX FD
-$2.6M
13,660
-84%
增持
WPC
WP CAREY INC
+$2.6M
131,421
+96%
增持
DEO
DIAGEO PLC
+$2.6M
39,705
+106%
增持
UMBF
UMB FINL CORP
+$2.6M
77,781
+108%
减持
TGT
TARGET CORP
-$2.5M
8,494
-68%
增持
MINO
PIMCO ETF TR
+$2.4M
246,403
+34%
增持
AMZN
AMAZON COM INC
+$2.3M
76,375
+34%
增持
CFR
CULLEN FROST BANKERS INC
+$2.2M
59,388
+100%
增持
CALF
PACER FDS TR
+$2.1M
50,961
+4758%
增持
MOAT
VANECK ETF TRUST
+$2.1M
174,346
+25%
增持
MA
MASTERCARD INCORPORATED
+$2.0M
10,908
+82%
增持
AGOX
STARBOARD INVT TR
+$1.9M
378,556
+32%
增持
IGRO
ISHARES TR
+$1.8M
134,421
+36%
增持
STZ
CONSTELLATION BRANDS INC
+$1.7M
14,202
+90%
增持
FLTR
VANECK ETF TRUST
+$1.6M
187,369
+52%
清仓
VXF
Vanguard Extended Market Index
-$1.6M
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.6M
100,141
+46%
增持
SPYM
SPDR SER TR
+$1.5M
113,107
+40%
增持
AMAX
STARBOARD INVT TR
+$1.4M
794,704
+44%
减持
XBAP
INNOVATOR ETFS TR
-$1.4M
17,828
-73%
增持
MINT
PIMCO ETF TR
+$1.4M
64,134
+28%
增持
DHR
DANAHER CORPORATION
+$1.4M
12,084
+80%
增持
META
META PLATFORMS INC
+$1.3M
10,360
+69%
增持
IOCT
INNOVATOR ETFS TR
+$1.3M
168,290
+42%
增持
JPM
JPMORGAN CHASE & CO
+$1.3M
31,861
+40%
增持
PJUL
INNOVATOR ETFS TR
+$1.3M
59,227
+189%
增持
XSEP
FIRST TR EXCHNG TRADED FD VI
+$1.3M
61,472
+162%
增持
DGRO
ISHARES TR
+$1.3M
317,581
+13%
增持
ADBE
ADOBE INC
+$1.3M
4,472
+117%
增持
BOXX
EA SERIES TRUST
+$1.3M
14,992
+439%
增持
LULU
LULULEMON ATHLETICA INC
+$1.2M
3,343
+1844%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$1.2M
44,111
+78%
增持
MSFT
MICROSOFT CORP
+$1.2M
20,541
+32%
增持
TSLA
TESLA INC
+$1.2M
12,860
+63%
增持
SPGI
S&P GLOBAL INC
+$1.1M
5,377
+162%
增持
V
VISA INC
+$1.1M
11,165
+85%
清仓
PMAY
Innovator S&P 500 Power Buffer ETF - May
-$1.1M
0
-100%
增持
PJAN
INNOVATOR ETFS TR
+$1.0M
62,963
+91%
增持
SPYG
SPDR SER TR
+$1.0M
65,760
+40%
清仓
BMAY
Innovator S&P 500 May Buffer ETF
-$1.0M
0
-100%
增持
ROP
ROPER TECHNOLOGIES INC
+$1.0M
3,817
+123%
增持
TFLO
ISHARES TR
+$1.0M
20,715
+3435%
增持
XSVN
BONDBLOXX ETF TRUST
+$1.0M
76,213
+48%
清仓
SPBC
SIMPLIFY EXCHANGE TRADED FDS SIMPLIFY US EQUITY PLUS GBT
-$1.0M
0
-100%
增持
NAPR
INNOVATOR ETFS TR
+$1.0M
38,589
+163%
增持
BX
BLACKSTONE INC
+$980.6K
21,697
+50%
增持
TDV
PROSHARES TR
+$974.4K
57,540
+47%
清仓
XDSQ
Innovator ETFs Trust U.S. Equity Accelerated
-$966.7K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$932.1K
3,394
+125%
增持
NVDA
NVIDIA CORPORATION
+$924.5K
6,942
+40%
减持
GOVT
ISHARES TR
-$855.0K
13,357
-73%
增持
LNG
CHENIERE ENERGY INC
+$853.5K
7,861
+165%
增持
LMT
LOCKHEED MARTIN CORP
+$814.9K
10,230
+40%
增持
SIXO
AIM ETF PRODUCTS TRUST
+$767.1K
43,223
+191%
增持
AMN
AMN HEALTHCARE SVCS INC
+$763.4K
15,446
+205%
减持
DAL
DELTA AIR LINES INC DEL
-$752.3K
13,761
-48%
增持
ECOW
PACER FDS TR
+$682.7K
39,160
+1016%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$668.5K
163,619
+256%
增持
ADSK
AUTODESK INC
+$666.9K
6,232
+105%
增持
TLT
ISHARES TR
+$655.6K
7,457
+13216%
增持
RODM
LATTICE STRATEGIES TR
+$644.7K
114,425
+31%
增持
FSK
FS KKR CAP CORP
+$634.7K
283,191
+10%
增持
CMA
COMERICA INC
+$630.8K
47,630
+50%
增持
AVEM
AMERICAN CENTY ETF TR
+$628.2K
143,049
+11%
建仓
STXT
EA SERIES TRUST
+$627.1K
31,962
减持
GLD
SPDR GOLD TR
-$601.4K
4,252
-43%
增持
YEAR
AB ACTIVE ETFS INC
+$590.1K
16,396
+253%
增持
EFV
ISHARES TR
+$587.3K
30,007
+67%
增持
—
NORWEGIAN CRUISE LINE HLDG L
-$545.1K
110,666
+2%
增持
IVW
ISHARES TR
+$536.2K
48,939
+23%
增持
IVE
ISHARES TR
-$525.9K
79,707
+0%
减持
XBOC
INNOVATOR ETFS TR
-$525.0K
30,984
-40%
清仓
BRK/A
Berkshire Hathaway Cl A
-$517.8K
0
-100%
建仓
SFLR
INNOVATOR ETFS TR
+$473.6K
18,477
增持
VOO
VANGUARD INDEX FDS
+$446.6K
1,578
+271%
减持
IVV
ISHARES TR
-$441.6K
20,976
-1%
增持
CION
CION INVT CORP
+$405.4K
468,122
+7%
增持
IEMG
ISHARES INC
-$396.2K
268,681
+0%
减持
—
ETF SER SOLUTIONS
-$392.2K
93,333
-6%
清仓
TLH
iShares Barclays 10-20 Yr Treasury Bond
-$391.3K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$387.9K
26,553
+41%
增持
SPAB
SPDR SER TR
-$387.0K
572,605
+1%
增持
SCHI
SCHWAB STRATEGIC TR
+$381.2K
18,889
+100%
增持
MAIN
MAIN STR CAP CORP
+$369.8K
23,608
+60%
增持
FMC
FMC CORP
+$362.6K
11,632
+191%
增持
MCK
MCKESSON CORP
+$353.8K
1,216
+197%
增持
DECW
AIM ETF PRODUCTS TRUST
+$350.6K
27,645
+98%
清仓
OPER
ClearShares Ultra-Short Maturity
-$349.2K
0
-100%
减持
NSC
NORFOLK SOUTHN CORP
-$339.6K
2,590
-31%
增持
MUB
ISHARES TR
+$328.2K
4,930
+197%
增持
PHDG
INVESCO ACTIVELY MANAGED ETF
+$314.1K
52,160
+33%
增持
GOOGL
ALPHABET INC
+$312.9K
13,891
+10%
增持
SCHF
SCHWAB STRATEGIC TR
-$305.7K
473,662
+3%
清仓
XDQQ
Innovator ETFs Trust Growth AC Celerated
-$305.4K
0
-100%
增持
GDX
VANECK ETF TRUST
-$302.3K
94,984
+0%
增持
VBK
VANGUARD INDEX FDS
+$298.7K
5,782
+41%
增持
SCHP
SCHWAB STRATEGIC TR
+$297.5K
57,274
+16%
建仓
XUSP
INNOVATOR ETFS TR
+$295.3K
11,028
增持
QQQ
INVESCO QQQ TR
+$292.2K
13,199
+10%
减持
IYW
ISHARES TR
-$283.6K
3,748
-40%
减持
SECT
NORTHERN LTS FD TR IV
-$279.5K
274,497
-0%
清仓
TFC
Truist Financial Corp
-$260.1K
0
-100%
清仓
—
Life Storage Inc
-$244.2K
0
-100%
增持
SCHZ
SCHWAB STRATEGIC TR
+$242.9K
72,121
+13%
增持
APRW
AIM ETF PRODUCTS TRUST
+$239.7K
17,293
+99%
增持
—
EXXON MOBIL CORP
+$235.1K
16,038
+4%
增持
JULW
AIM ETF PRODUCTS TRUST
+$230.0K
16,073
+98%
清仓
LUV
Southwest Airlines Co
-$227.8K
0
-100%
清仓
BHP
BHP Group Ltd ADR
-$227.4K
0
-100%
增持
CAT
CATERPILLAR INC
+$216.9K
6,377
+3%
增持
BUFF
INNOVATOR ETFS TR
+$215.3K
6,583
+689%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$213.3K
48,293
+11%
增持
GM
GENERAL MTRS CO
+$212.7K
10,120
+223%
