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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 21
增持 82
减持 32
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$7.3M
336,697
+0%
减持
BKH
BLACK HILLS CORP
-$6.6M
4,814
-96%
减持
DEO
DIAGEO PLC
-$5.6M
2,358
-94%
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
NEE
NEXTERA ENERGY INC
+$5.0M
89,573
+1096%
建仓
RPM
RPM INTL INC
+$4.8M
43,319
建仓
ICOW
PACER FDS TR
+$4.6M
147,723
增持
GBIL
GOLDMAN SACHS ETF TR
+$4.6M
113,640
+69%
清仓
IOCT
INNOVATOR ETFS TR
-$4.4M
0
-100%
建仓
ALB
ALBEMARLE CORP
+$4.1M
28,254
增持
SPYM
SPDR SER TR
+$3.9M
171,236
+51%
增持
SPYD
SPDR SER TR
+$3.8M
162,820
+121%
增持
VTI
VANGUARD INDEX FDS
+$3.5M
139,606
+0%
清仓
SGOV
ISHARES TR
-$3.2M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$2.7M
18,248
+38%
建仓
GNOV
FIRST TR EXCHNG TRADED FD VI
+$2.6M
81,059
建仓
EMXC
ISHARES INC
+$2.5M
45,018
增持
GDX
VANECK ETF TRUST
+$2.4M
159,952
+68%
建仓
PAUG
INNOVATOR ETFS TR
+$2.4M
71,624
增持
RODM
LATTICE STRATEGIES TR
+$2.3M
190,312
+66%
减持
SCHP
SCHWAB STRATEGIC TR
-$2.2M
14,006
-76%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.1M
28,010
+72%
清仓
XSEP
FIRST TR EXCHNG TRADED FD VI
-$2.1M
0
-100%
建仓
PDEC
INNOVATOR ETFS TR
+$2.1M
59,129
增持
AMZN
AMAZON COM INC
+$2.1M
77,473
+1%
增持
MOAT
VANECK ETF TRUST
+$2.1M
180,089
+3%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$1.9M
490,703
+200%
减持
XLF
SELECT SECTOR SPDR TR
-$1.9M
35,164
-63%
增持
CLOI
VANECK ETF TRUST
+$1.8M
137,135
+34%
建仓
WIW
WESTERN AST INFL LKD OPP & I
+$1.8M
205,650
建仓
DMBS
DOUBLELINE ETF TRUST
+$1.7M
34,685
增持
DGRO
ISHARES TR
+$1.7M
324,160
+2%
增持
IVV
ISHARES TR
+$1.7M
22,417
+7%
增持
IVE
ISHARES TR
+$1.7M
80,083
+0%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.7M
480,004
+1%
清仓
NAPR
INNOVATOR ETFS TR
-$1.6M
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$1.6M
13,862
+3%
增持
COWZ
PACER FDS TR
+$1.6M
426,371
+2%
增持
MSFT
MICROSOFT CORP
+$1.5M
21,366
+4%
减持
PJAN
INNOVATOR ETFS TR
-$1.5M
17,779
-72%
减持
UMBF
UMB FINL CORP
+$1.5M
75,894
-2%
建仓
DECT
AIM ETF PRODUCTS TRUST
+$1.5M
52,295
增持
SECT
NORTHERN LTS FD TR IV
+$1.5M
280,350
+2%
建仓
NOW
SERVICENOW INC
+$1.5M
2,081
增持
GGG
GRACO INC
+$1.4M
100,010
+1%
增持
LECO
LINCOLN ELEC HLDGS INC
+$1.4M
36,020
+1%
增持
SPYG
SPDR SER TR
+$1.3M
80,434
+22%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
97,571
+2%
清仓
ADSK
AUTODESK INC
-$1.3M
0
-100%
增持
INTC
INTEL CORP
+$1.3M
76,341
+6%
增持
IEMG
ISHARES INC
+$1.3M
278,082
+3%
增持
SPAB
SPDR SER TR
+$1.3M
593,195
+4%
清仓
SIXO
AIM ETF PRODUCTS TRUST
-$1.2M
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.2M
44,998
+2%
减持
ABT
ABBOTT LABS
+$1.1M
82,373
-0%
增持
NUE
NUCOR CORP
+$1.1M
54,326
+1%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$1.1M
60,545
+25%
减持
WPC
WP CAREY INC
+$1.0M
125,579
-4%
增持
JPM
JPMORGAN CHASE & CO
+$1.0M
33,192
+4%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.0M
597,561
-2%
建仓
—
M D C HLDGS INC
+$991.6K
17,948
减持
CFR
CULLEN FROST BANKERS INC
+$980.3K
58,965
-1%
增持
NVDA
NVIDIA CORPORATION
+$911.5K
7,938
+14%
增持
IGRO
ISHARES TR
+$907.9K
137,531
+2%
增持
NKE
NIKE INC
+$898.0K
56,970
+3%
增持
MINO
PIMCO ETF TR
+$874.2K
252,088
+2%
增持
CION
CION INVT CORP
+$863.1K
513,804
+10%
增持
META
META PLATFORMS INC
+$845.7K
11,176
+8%
建仓
TCAF
T ROWE PRICE ETF INC
+$833.0K
30,147
增持
FSK
FS KKR CAP CORP
+$825.8K
320,573
+13%
增持
BKE
BUCKLE INC
+$821.8K
58,154
+0%
增持
TLT
ISHARES TR
+$815.2K
14,933
+100%
增持
CALF
PACER FDS TR
+$806.3K
61,033
+20%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$795.6K
47,000
+7%
增持
FEM
FIRST TR EXCH TRD ALPHDX FD
+$775.8K
136,797
+27%
减持
O
REALTY INCOME CORP
+$759.7K
137,341
-4%
增持
XGDVX
GABELLI DIVID & INCOME TR
+$737.5K
139,806
+19%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$730.5K
113,792
-4%
增持
QUAL
ISHARES TR
+$714.3K
15,233
+31%
建仓
OEF
ISHARES TR
+$711.0K
3,183
建仓
IWM
ISHARES TR
+$710.9K
3,542
增持
XBJL
INNOVATOR ETFS TR
+$694.2K
193,844
+5%
减持
WFC
WELLS FARGO CO NEW
-$661.1K
4,239
-80%
增持
IVW
ISHARES TR
+$610.4K
52,713
+8%
增持
BX
BLACKSTONE INC
+$601.6K
22,351
+3%
增持
IUSB
ISHARES TR
+$589.9K
44,828
+33%
增持
SCHZ
SCHWAB STRATEGIC TR
+$582.0K
80,907
+12%
增持
CASY
CASEYS GEN STORES INC
+$576.2K
31,736
+6%
建仓
TJUL
INNOVATOR ETFS TR
+$556.5K
21,678
增持
LULU
LULULEMON ATHLETICA INC
+$556.2K
3,609
+8%
增持
PJUL
INNOVATOR ETFS TR
+$553.0K
70,433
+19%
减持
AGOX
STARBOARD INVT TR
+$550.8K
375,296
-1%
减持
APD
AIR PRODS & CHEMS INC
-$544.7K
21,863
-5%
增持
ADBE
ADOBE INC
+$538.7K
4,725
+6%
增持
BRSP
BRIGHTSPIRE CAPITAL INC
+$524.8K
311,439
+9%
增持
STXV
EA SERIES TRUST
+$518.3K
130,637
+9%
增持
NOBL
PROSHARES TR
+$516.7K
10,225
+98%
增持
TDV
PROSHARES TR
+$514.2K
58,776
+2%
减持
SEMI
COLUMBIA ETF TR I
+$504.9K
192,011
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$496.7K
161,140
-21%
增持
IYW
ISHARES TR
+$495.5K
7,240
+93%
增持
SPGI
S&P GLOBAL INC
+$478.1K
5,546
+3%
减持
UNP
UNION PAC CORP
+$474.0K
14,891
-5%
增持
YEAR
AB ACTIVE ETFS INC
+$473.5K
25,782
+57%
建仓
EJAN
INNOVATOR ETFS TR
+$468.6K
16,344
减持
GOOG
ALPHABET INC
+$466.7K
56,295
-1%
增持
SCHW
SCHWAB CHARLES CORP
+$466.4K
27,968
+5%
减持
FTLS
FIRST TR EXCH TRADED FD III
+$461.9K
190,306
-1%
增持
VB
VANGUARD INDEX FDS
+$439.5K
17,914
+0%
减持
AVEM
AMERICAN CENTY ETF TR
+$438.3K
141,690
-1%
减持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$437.0K
547,298
-0%
增持
EFV
ISHARES TR
+$430.0K
36,434
+21%
清仓
LQD
ISHARES TR
-$428.1K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
+$421.6K
10,161
-1%
增持
V
VISA INC
+$420.4K
11,478
+3%
增持
USB
US BANCORP DEL
+$419.1K
20,013
+48%
增持
MBB
ISHARES TR
+$412.2K
16,347
+29%
增持
MA
MASTERCARD INCORPORATED
+$407.1K
11,080
+2%
减持
PNC
PNC FINL SVCS GROUP INC
+$398.5K
12,521
-0%
减持
GPC
GENUINE PARTS CO
-$380.0K
50,882
-1%
增持
ROP
ROPER TECHNOLOGIES INC
+$378.6K
4,085
+7%
增持
BOXX
EA SERIES TRUST
+$375.4K
18,353
+22%
增持
ABBV
ABBVIE INC
+$373.9K
57,041
+0%
清仓
IVOL
KRANESHARES TR
-$365.7K
0
-100%
增持
AMAX
STARBOARD INVT TR
+$360.0K
796,039
+0%
减持
MINT
PIMCO ETF TR
-$354.0K
60,812
-5%
减持
WMT
WALMART INC
-$353.2K
44,030
-3%
清仓
EMR
EMERSON ELEC CO
-$346.6K
0
-100%
增持
STXG
EA SERIES TRUST
+$338.3K
76,109
+2%
减持
—
NORWEGIAN CRUISE LINE HLDG L
+$337.8K
107,861
-3%
减持
TXN
TEXAS INSTRS INC
+$335.4K
40,474
-2%
减持
—
EXXON MOBIL CORP
-$329.9K
15,561
-3%
增持
MSM
MSC INDL DIRECT INC
+$329.1K
96,763
+0%
减持
BA
BOEING CO
+$301.5K
4,704
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$300.2K
4,067
+6%
增持
TFLO
ISHARES TR
+$295.2K
26,674
+29%
清仓
GOVT
ISHARES TR
-$294.4K
0
-100%
增持
HD
HOME DEPOT INC
+$293.1K
3,737
+13%
清仓
HYG
ISHARES TR
-$292.0K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$291.6K
102,859
+3%
清仓
VRIG
INVESCO ACTIVELY MANAGED ETF
-$286.2K
0
-100%
减持
MCH
MATTHEWS ASIA FDS
-$282.6K
143,256
-2%
清仓
DIVB
ISHARES TR
-$281.1K
0
-100%
建仓
IFRA
ISHARES TR
+$280.7K
6,971
建仓
AUGT
AIM ETF PRODUCTS TRUST
+$280.3K
10,793
建仓
VLTO
VERALTO CORP
+$277.4K
3,372
清仓
BOND
PIMCO ETF TR
-$272.7K
0
-100%
增持
STXK
EA SERIES TRUST
+$262.9K
48,684
+7%
建仓
IXC
ISHARES TR
+$260.4K
6,659
清仓
SIXJ
AIM ETF PRODUCTS TRUST
-$256.8K
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$256.7K
13,568
+10%
