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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 21
增持 40
减持 51
清仓 38
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$10.1M
319,004
-5%
增持
DGRO
ISHARES TR
+$9.9M
471,594
+45%
建仓
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$9.4M
384,550
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
MINO
PIMCO ETF TR
-$8.3M
68,236
-73%
增持
QQQ
INVESCO QQQ TR
+$6.9M
32,344
+77%
增持
XHLF
BONDBLOXX ETF TRUST
+$6.2M
133,304
+1359%
清仓
XBJL
INNOVATOR ETFS TR
-$5.9M
0
-100%
减持
AMAX
STARBOARD INVT TR
-$5.9M
19,080
-98%
减持
UMBF
UMB FINL CORP
-$5.8M
6,097
-92%
建仓
BRO
BROWN & BROWN INC
+$5.3M
60,224
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.8M
94,224
-3%
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$4.8M
69,044
清仓
VB
VANGUARD INDEX FDS
-$3.8M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$3.7M
8,421
+6%
建仓
GDEC
FIRST TR EXCHNG TRADED FD VI
+$3.7M
115,909
建仓
FJAN
FIRST TR EXCHNG TRADED FD VI
+$3.6M
86,243
减持
COWZ
PACER FDS TR
-$3.5M
320,442
-25%
增持
IWM
ISHARES TR
+$3.5M
19,841
+460%
建仓
AOS
SMITH A O CORP
+$3.0M
33,554
清仓
EWX
SPDR INDEX SHS FDS
-$3.0M
0
-100%
建仓
FEBT
AIM ETF PRODUCTS TRUST
+$2.9M
95,399
清仓
CALF
PACER FDS TR
-$2.9M
0
-100%
增持
AMZN
AMAZON COM INC
+$2.8M
80,721
+4%
清仓
MCH
MATTHEWS ASIA FDS
-$2.7M
0
-100%
减持
MSM
MSC INDL DIRECT INC
-$2.6M
74,024
-23%
清仓
GNOV
FIRST TR EXCHNG TRADED FD VI
-$2.6M
0
-100%
清仓
PJUL
INNOVATOR ETFS TR
-$2.5M
0
-100%
减持
WPC
WP CAREY INC
-$2.5M
100,645
-20%
减持
NKE
NIKE INC
-$2.4M
39,908
-30%
减持
APD
AIR PRODS & CHEMS INC
-$2.2M
15,425
-29%
减持
VTI
VANGUARD INDEX FDS
+$2.2M
136,073
-3%
建仓
DYNF
BLACKROCK ETF TRUST
+$2.2M
50,588
建仓
FEBW
AIM ETF PRODUCTS TRUST
+$2.2M
75,736
增持
IVE
ISHARES TR
+$2.2M
86,230
+8%
清仓
—
NORWEGIAN CRUISE LINE HLDG L
-$2.2M
0
-100%
减持
O
REALTY INCOME CORP
-$2.1M
106,941
-22%
减持
JNJ
JOHNSON & JOHNSON
-$2.1M
54,338
-20%
减持
PAUG
INNOVATOR ETFS TRUST
-$2.0M
11,187
-84%
减持
GGG
GRACO INC
-$2.0M
71,693
-28%
减持
NUE
NUCOR CORP
-$2.0M
37,841
-30%
清仓
CMA
COMERICA INC
-$1.9M
0
-100%
清仓
—
ETF SER SOLUTIONS
-$1.9M
0
-100%
清仓
PHDG
INVESCO ACTIVELY MANAGED ETF
-$1.8M
0
-100%
减持
PEP
PEPSICO INC
-$1.7M
45,256
-20%
清仓
DMBS
DOUBLELINE ETF TRUST
-$1.7M
0
-100%
减持
SPYM
SPDR SER TR
-$1.7M
128,258
-25%
减持
SPYD
SPDR SER TR
-$1.7M
116,194
-29%
增持
COST
COSTCO WHSL CORP NEW
+$1.6M
14,711
+6%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.6M
30,144
-33%
减持
TXN
TEXAS INSTRS INC
-$1.6M
30,519
-25%
增持
IUSB
ISHARES TR
+$1.5M
78,900
+76%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$1.5M
106,774
-6%
清仓
DECT
AIM ETF PRODUCTS TRUST
-$1.5M
0
-100%
减持
CFR
CULLEN FROST BANKERS INC
-$1.5M
43,536
-26%
增持
IVW
ISHARES TR
+$1.5M
64,114
+22%
减持
SCHW
SCHWAB CHARLES CORP
-$1.4M
7,448
-73%
清仓
TFLO
ISHARES TR
-$1.3M
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.3M
112,748
-30%
清仓
YEAR
AB ACTIVE ETFS INC
-$1.3M
0
-100%
减持
TSLA
TESLA INC
-$1.1M
11,540
-9%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$1.1M
59,806
+27%
增持
PJAN
INNOVATOR ETFS TRUST
+$1.1M
45,016
+153%
清仓
AMN
AMN HEALTHCARE SVCS INC
-$1.1M
0
-100%
减持
ABT
ABBOTT LABS
-$1.1M
70,328
-15%
减持
SECT
NORTHERN LTS FD TR IV
+$1.1M
280,131
-0%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.1M
481,844
+0%
减持
ABBV
ABBVIE INC
-$1.1M
42,735
-25%
减持
IVV
ISHARES TR
+$1.0M
22,358
-0%
减持
GPC
GENUINE PARTS CO
-$1.0M
38,772
-24%
清仓
—
M D C HLDGS INC
-$991.6K
0
-100%
增持
AVGO
BROADCOM INC
+$990.1K
1,202
+123%
建仓
SGOV
ISHARES TR
+$986.8K
9,798
增持
NOW
SERVICENOW INC
+$923.7K
3,140
+51%
减持
ALB
ALBEMARLE CORP
-$915.4K
24,038
-15%
增持
PDEC
INNOVATOR ETFS TRUST
+$914.4K
81,693
+38%
清仓
XBOC
INNOVATOR ETFS TR
-$907.4K
0
-100%
增持
V
VISA INC
+$898.9K
13,929
+21%
清仓
DECW
AIM ETF PRODUCTS TRUST
-$891.0K
0
-100%
增持
FMC
FMC CORP
+$856.9K
25,247
+112%
清仓
ECOW
PACER FDS TR
-$832.7K
0
-100%
减持
LECO
LINCOLN ELEC HLDGS INC
-$822.4K
27,445
-24%
建仓
—
MEDTRONIC PLC
+$810.7K
9,303
建仓
OXY
OCCIDENTAL PETE CORP
+$806.2K
12,406
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$797.6K
596,381
-0%
增持
STZ
CONSTELLATION BRANDS INC
+$793.0K
15,881
+9%
增持
TDV
PROSHARES TR
+$787.2K
67,743
+15%
清仓
CSB
VICTORY PORTFOLIOS II
-$774.6K
0
-100%
增持
DHR
DANAHER CORPORATION
+$765.2K
14,316
+18%
建仓
GILD
GILEAD SCIENCES INC
+$718.6K
9,810
增持
MA
MASTERCARD INCORPORATED
+$714.2K
11,296
+2%
清仓
OEF
ISHARES TR
-$711.0K
0
-100%
增持
BAC
BANK AMERICA CORP
+$704.3K
28,109
+162%
建仓
BINC
BLACKROCK ETF TRUST II
+$697.2K
13,291
增持
SPYG
SPDR SER TR
+$695.0K
81,040
+1%
建仓
GJAN
FIRST TR EXCHNG TRADED FD VI
+$679.0K
18,924
建仓
XDEC
FIRST TR EXCHNG TRADED FD VI
+$675.9K
19,169
清仓
BALL
BALL CORP
-$675.3K
0
-100%
增持
BX
BLACKSTONE INC
+$674.7K
27,410
+23%
建仓
HEFA
ISHARES TR
+$655.4K
18,789
减持
JPM
JPMORGAN CHASE & CO
+$652.9K
31,447
-5%
增持
KO
COCA COLA CO
+$652.0K
17,267
+152%
增持
SPGI
S&P GLOBAL INC
+$633.1K
7,230
+30%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$612.1K
29,711
+6%
减持
META
META PLATFORMS INC
+$609.6K
9,402
-16%
清仓
CROX
CROCS INC
-$608.3K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$582.0K
52,282
-12%
清仓
APRW
AIM ETF PRODUCTS TRUST
-$580.4K
0
-100%
增持
STXG
EA SERIES TRUST
+$572.6K
84,227
+11%
清仓
JULW
AIM ETF PRODUCTS TRUST
-$572.5K
0
-100%
减持
CASY
CASEYS GEN STORES INC
-$570.5K
25,589
-19%
清仓
AOA
ISHARES TR
-$561.2K
0
-100%
清仓
TJUL
INNOVATOR ETFS TR
-$556.5K
0
-100%
增持
EMXC
ISHARES INC
+$556.1K
52,989
+18%
减持
BA
BOEING CO
-$555.7K
3,474
-26%
减持
ADBE
ADOBE INC
-$552.3K
4,492
-5%
减持
EFV
ISHARES TR
-$549.9K
24,786
-32%
清仓
EAPR
INNOVATOR ETFS TR
-$533.2K
0
-100%
减持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$531.1K
541,933
-1%
清仓
WMS
ADVANCED DRAIN SYS INC DEL
-$527.4K
0
-100%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$524.9K
6,709
-66%
增持
CLOI
VANECK ETF TRUST
+$480.4K
144,423
+5%
增持
STXV
EA SERIES TRUST
+$474.7K
136,435
+4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$472.8K
3,867
+16%
清仓
EJAN
INNOVATOR ETFS TR
-$468.6K
0
-100%
清仓
FEMS
FIRST TR EXCH TRD ALPHDX FD
-$466.9K
0
-100%
减持
AGOX
STARBOARD INVT TR
-$461.0K
338,374
-10%
减持
CAT
CATERPILLAR INC
+$453.0K
6,403
-0%
减持
SCHI
SCHWAB STRATEGIC TR
-$449.7K
11,803
-46%
增持
XSVN
BONDBLOXX ETF TRUST
+$440.6K
87,914
+14%
增持
NOBL
PROSHARES TR
+$440.0K
13,938
+36%
清仓
BALT
INNOVATOR ETFS TR
-$434.2K
0
-100%
清仓
DAL
DELTA AIR LINES INC DEL
-$429.1K
0
-100%
减持
MSFT
MICROSOFT CORP
+$422.9K
20,102
-6%
清仓
TIP
ISHARES TR
-$422.5K
0
-100%
增持
BKE
BUCKLE INC
-$421.5K
58,157
+0%
建仓
VRT
VERTIV HOLDINGS CO
+$413.3K
5,060
清仓
XBAP
INNOVATOR ETFS TR
-$410.5K
0
-100%
增持
GBIL
GOLDMAN SACHS ETF TR
+$408.0K
116,389
+2%
建仓
PAAA
PGIM ETF TR
+$400.4K
7,856
减持
SPAB
SPDR SER TR
-$395.2K
586,010
-1%
减持
ARCC
ARES CAPITAL CORP
-$393.0K
17,922
-53%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$376.2K
104,241
+1%
清仓
GM
GENERAL MTRS CO
-$364.3K
0
-100%
减持
FTLS
FIRST TR EXCH TRADED FD III
+$364.3K
179,547
-6%
建仓
SLYG
SPDR SER TR
+$357.9K
4,103
清仓
DEO
DIAGEO PLC
-$343.5K
0
-100%
增持
SLYV
SPDR SER TR
+$343.0K
7,215
+135%
减持
USMV
ISHARES TR
-$342.4K
3,447
-57%
增持
INTC
INTEL CORP
-$341.1K
79,128
+4%
建仓
EMB
ISHARES TR
+$340.1K
3,793
