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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 24
增持 48
减持 52
清仓 26
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$12.0M
316,562
-1%
清仓
GBIL
GOLDMAN SACHS ETF TR
-$11.7M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$7.1M
118,859
+1311%
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。
清仓
CION
CION INVT CORP
-$5.8M
0
-100%
减持
FSK
FS KKR CAP CORP
-$5.8M
26,242
-92%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$5.7M
5,603
-95%
减持
RODM
LATTICE STRATEGIES TR
-$5.2M
10,572
-95%
清仓
GDX
VANECK ETF TRUST
-$5.2M
0
-100%
建仓
PAPR
INNOVATOR ETFS TRUST
+$4.9M
141,615
减持
MINT
PIMCO ETF TR
-$4.6M
15,073
-75%
减持
ABT
ABBOTT LABS
-$4.6M
32,845
-53%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$4.5M
35,706
-67%
减持
WPC
WP CAREY INC
-$4.5M
21,258
-79%
减持
NEE
NEXTERA ENERGY INC
-$4.5M
15,841
-82%
增持
HRL
HORMEL FOODS CORP
+$4.2M
147,425
+1493%
建仓
AMGN
AMGEN INC
+$3.9M
12,337
建仓
BJUN
INNOVATOR ETFS TRUST
+$3.8M
97,890
建仓
FMAY
FIRST TR EXCHNG TRADED FD VI
+$3.8M
85,598
建仓
JUNT
AIM ETF PRODUCTS TRUST
+$3.8M
123,942
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$3.7M
8,153
-73%
清仓
GDEC
FIRST TR EXCHNG TRADED FD VI
-$3.7M
0
-100%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$3.5M
0
-100%
减持
FJAN
FIRST TR EXCHNG TRADED FD VI
-$3.4M
5,163
-94%
清仓
XGDVX
GABELLI DIVID & INCOME TR
-$3.3M
0
-100%
清仓
FEM
FIRST TR EXCH TRD ALPHDX FD
-$3.2M
0
-100%
建仓
JUNW
AIM ETF PRODUCTS TRUST
+$3.2M
110,401
增持
GOOG
ALPHABET INC
+$3.1M
61,367
+14%
建仓
EMR
EMERSON ELEC CO
+$3.1M
27,885
清仓
FEBT
AIM ETF PRODUCTS TRUST
-$2.9M
0
-100%
减持
PDEC
INNOVATOR ETFS TRUST
-$2.8M
5,414
-93%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$2.7M
36,032
-93%
减持
LECO
LINCOLN ELEC HLDGS INC
-$2.7M
22,815
-17%
建仓
DOV
DOVER CORP
+$2.6M
14,658
减持
EMXC
ISHARES INC
-$2.3M
11,941
-77%
增持
COST
COSTCO WHSL CORP NEW
+$2.2M
15,269
+4%
减持
MSM
MSC INDL DIRECT INC
-$2.2M
62,911
-15%
清仓
FEBW
AIM ETF PRODUCTS TRUST
-$2.2M
0
-100%
清仓
BRSP
BRIGHTSPIRE CAPITAL INC
-$2.2M
0
-100%
增持
IVW
ISHARES TR
+$2.0M
79,843
+25%
增持
IEMG
ISHARES INC
+$1.8M
291,241
+9%
清仓
WIW
WESTERN AST INFL LKD OPP & I
-$1.8M
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$1.7M
138,705
+2%
减持
NUE
NUCOR CORP
-$1.7M
36,615
-3%
建仓
CATX
PERSPECTIVE THERAPEUTICS INC
+$1.7M
169,963
减持
GGG
GRACO INC
-$1.4M
67,435
-6%
减持
JNJ
JOHNSON & JOHNSON
-$1.3M
49,807
-8%
建仓
—
EA SERIES TRUST
+$1.3M
53,586
增持
UNP
UNION PAC CORP
+$1.2M
21,423
+45%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.2M
618,037
+4%
增持
AMZN
AMAZON COM INC
+$1.2M
81,470
+1%
增持
WMT
WALMART INC
+$1.2M
121,938
+3%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$1.2M
46,035
-23%
增持
BOXX
EA SERIES TRUST
+$1.1M
29,521
+51%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.1M
94,733
+1%
减持
CVX
CHEVRON CORP NEW
-$1.0M
46,013
-12%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.0M
16,730
增持
COWZ
PACER FDS TR
-$1.0M
322,660
+1%
建仓
HIMS
HIMS & HERS HEALTH INC
+$1.0M
50,609
减持
IJH
ISHARES TR
-$1.0M
7,526
-69%
增持
IVV
ISHARES TR
+$1.0M
23,326
+4%
清仓
SGOV
ISHARES TR
-$986.8K
0
-100%
建仓
MARM
FIRST TR EXCHNG TRADED FD VI
+$958.9K
32,233
减持
ALB
ALBEMARLE CORP
-$953.6K
23,169
-4%
增持
OXY
OCCIDENTAL PETE CORP
+$953.2K
27,914
+125%
减持
NKE
NIKE INC
-$934.2K
37,367
-6%
减持
GPC
GENUINE PARTS CO
-$917.6K
36,794
-5%
减持
PJAN
INNOVATOR ETFS TRUST
-$901.1K
21,364
-53%
减持
SPYM
SPDR SER TR
-$877.6K
109,596
-15%
减持
XHLF
BONDBLOXX ETF TRUST
-$876.0K
115,960
-13%
增持
TCAF
T ROWE PRICE ETF INC
+$857.6K
57,664
+83%
减持
CFR
CULLEN FROST BANKERS INC
-$851.5K
39,844
-8%
增持
SPYD
SPDR SER TR
+$840.6K
138,475
+19%
增持
RPM
RPM INTL INC
+$816.8K
49,783
+30%
增持
LNG
CHENIERE ENERGY INC
+$811.3K
13,054
+43%
增持
INTC
INTEL CORP
-$780.2K
87,662
+11%
增持
SPAB
SPDR SER TR
+$777.1K
621,420
+6%
减持
PEP
PEPSICO INC
-$773.4K
43,333
-4%
增持
MSFT
MICROSOFT CORP
+$761.5K
20,626
+3%
增持
EFG
ISHARES TR
+$760.5K
26,348
+41%
增持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$740.5K
545,585
+1%
增持
ADBE
ADOBE INC
+$730.5K
5,395
+20%
清仓
GILD
GILEAD SCIENCES INC
-$718.6K
0
-100%
减持
MOAT
VANECK ETF TRUST
-$700.2K
171,500
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$697.7K
29,249
-3%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$687.1K
1,466
增持
PJUN
INNOVATOR ETFS TRUST
+$685.9K
29,505
+179%
清仓
GJAN
FIRST TR EXCHNG TRADED FD VI
-$679.0K
0
-100%
清仓
XDEC
FIRST TR EXCHNG TRADED FD VI
-$675.9K
0
-100%
增持
STXG
EA SERIES TRUST
+$671.8K
96,082
+14%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$671.0K
3,676
减持
ABBV
ABBVIE INC
-$642.9K
41,623
-3%
增持
SCHF
SCHWAB STRATEGIC TR
+$642.7K
506,096
+5%
建仓
GMAY
FIRST TR EXCHNG TRADED FD VI
+$642.6K
18,364
建仓
XMAY
FIRST TR EXCHNG TRADED FD VI
+$640.9K
21,259
减持
QQQ
INVESCO QQQ TR
+$607.4K
31,242
-3%
减持
AGOX
STARBOARD INVT TR
+$606.0K
332,843
-2%
增持
AVGO
BROADCOM INC
+$576.1K
1,351
+12%
减持
LULU
LULULEMON ATHLETICA INC
-$559.8K
5,141
-4%
减持
CASY
CASEYS GEN STORES INC
+$554.3K
22,809
-11%
减持
IWM
ISHARES TR
-$530.8K
17,949
-10%
减持
SPYG
SPDR SER TR
+$530.7K
80,603
-1%
清仓
VO
VANGUARD INDEX FDS
-$528.5K
0
-100%
减持
EFV
ISHARES TR
-$527.5K
15,476
-38%
增持
STXF
EA SERIES TRUST
+$525.8K
39,137
+56%
建仓
FLBL
FRANKLIN TEMPLETON ETF TR
+$520.1K
21,308
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$487.7K
70,024
+1%
增持
TSLA
TESLA INC
+$474.4K
12,649
+10%
增持
BIL
SPDR SER TR
+$465.8K
8,372
+154%
增持
LMT
LOCKHEED MARTIN CORP
+$439.0K
11,114
+6%
减持
VZ
VERIZON COMMUNICATIONS INC
-$436.6K
104,129
-8%
增持
NOBL
PROSHARES TR
+$433.6K
19,214
+38%
增持
AMD
ADVANCED MICRO DEVICES INC
+$423.5K
4,832
+142%
减持
GLD
SPDR GOLD TR
-$417.3K
2,115
-50%
增持
SECT
NORTHERN LTS FD TR IV
+$412.3K
284,309
+1%
减持
O
REALTY INCOME CORP
-$389.6K
102,157
-4%
建仓
BAPR
INNOVATOR ETFS TRUST
+$387.2K
9,333
清仓
XTWO
BONDBLOXX ETF TRUST
-$376.5K
0
-100%
清仓
MUB
ISHARES TR
-$363.1K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$344.4K
0
-100%
清仓
PFEB
INNOVATOR ETFS TRUST
-$339.8K
0
-100%
增持
DHR
DANAHER CORPORATION
+$333.3K
15,643
+9%
减持
AVEM
AMERICAN CENTY ETF TR
+$332.1K
139,108
-1%
增持
SPGI
S&P GLOBAL INC
+$323.2K
7,622
+5%
减持
GOOGL
ALPHABET INC
+$323.0K
11,268
-2%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$319.4K
12,610
增持
VUG
VANGUARD INDEX FDS
+$316.9K
1,601
+95%
清仓
IXC
ISHARES TR
-$313.1K
0
-100%
减持
BSEP
INNOVATOR ETFS TRUST
-$309.8K
38,944
-19%
减持
TXN
TEXAS INSTRS INC
+$298.1K
28,863
-5%
增持
DGRO
ISHARES TR
+$286.9K
480,258
+2%
清仓
XONE
BONDBLOXX ETF TRUST
-$286.1K
0
-100%
增持
ARM
ARM HOLDINGS PLC
+$279.9K
3,210
+64%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$274.5K
0
-100%
增持
TDV
PROSHARES TR
+$272.7K
69,031
+2%
增持
MDYV
SPDR SER TR
+$264.4K
8,730
+78%
减持
HEFA
ISHARES TR
-$264.4K
10,997
-41%
建仓
—
SILA REALTY TRUST INC
+$263.2K
12,433
建仓
MU
MICRON TECHNOLOGY INC
+$257.6K
1,958
增持
META
META PLATFORMS INC
+$255.4K
9,561
+2%
减持
LOW
LOWES COS INC
-$251.3K
7,304
-0%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$249.8K
652
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$249.8K
1,437
增持
MDYG
SPDR SER TR
+$249.1K
8,290
+62%
增持
XLV
SELECT SECTOR SPDR TR
+$246.1K
15,304
+14%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$244.8K
0
-100%
减持
UMBF
UMB FINL CORP
-$239.8K
3,483
-43%
清仓
PAYX
PAYCHEX INC
-$237.5K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$237.4K
0
-100%
减持
SPMD
SPDR SER TR
-$236.2K
18,493
-17%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$234.6K
6,482
-22%
