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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 16
增持 23
减持 64
清仓 47
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
-$20.9M
57,304
-59%
减持
SCHF
SCHWAB STRATEGIC TR
-$18.2M
31,108
-94%
清仓
SPAB
SPDR SER TR
-$15.6M
0
-100%
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
IEMG
ISHARES INC
-$14.6M
16,625
-94%
减持
IVE
ISHARES TR
-$14.2M
10,261
-88%
减持
AAPL
APPLE INC
-$12.1M
234,352
-26%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$10.3M
167,760
减持
DGRO
ISHARES TR
-$8.3M
308,779
-36%
减持
QQQ
INVESCO QQQ TR
-$5.9M
18,489
-41%
清仓
XHLF
BONDBLOXX ETF TRUST
-$5.8M
0
-100%
清仓
SPYD
SPDR SER TR
-$5.6M
0
-100%
减持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$5.4M
167,527
-56%
减持
NVDA
NVIDIA CORPORATION
-$5.3M
76,875
-35%
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$5.3M
241,499
+1033%
清仓
TDIV
FIRST TR EXCHANGE-TRADED FD
-$5.3M
0
-100%
清仓
PAPR
INNOVATOR ETFS TRUST
-$4.9M
0
-100%
建仓
FSEP
FIRST TR EXCHNG TRADED FD VI
+$4.8M
107,828
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$4.6M
0
-100%
建仓
MBSF
VALUED ADVISERS TR
+$4.5M
174,469
清仓
XSVN
BONDBLOXX ETF TRUST
-$3.9M
0
-100%
建仓
SEPT
AIM ETF PRODUCTS TRUST
+$3.9M
129,321
增持
BSEP
INNOVATOR ETFS TRUST
+$3.9M
129,813
+233%
减持
GOOG
ALPHABET INC
-$3.9M
44,109
-28%
建仓
FAUG
FIRST TR EXCHNG TRADED FD VI
+$3.9M
84,777
清仓
BJUN
INNOVATOR ETFS TRUST
-$3.8M
0
-100%
清仓
FMAY
FIRST TR EXCHNG TRADED FD VI
-$3.8M
0
-100%
清仓
JUNT
AIM ETF PRODUCTS TRUST
-$3.8M
0
-100%
清仓
IWM
ISHARES TR
-$3.6M
0
-100%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$3.3M
11,567
-75%
清仓
BOXX
EA SERIES TRUST
-$3.2M
0
-100%
清仓
JUNW
AIM ETF PRODUCTS TRUST
-$3.2M
0
-100%
清仓
AGGY
WISDOMTREE TR
-$3.0M
0
-100%
减持
AMZN
AMAZON COM INC
-$3.0M
68,588
-16%
减持
CASY
CASEYS GEN STORES INC
-$2.9M
15,389
-33%
建仓
AUGM
FIRST TR EXCHNG TRADED FD VI
+$2.9M
92,036
减持
COST
COSTCO WHSL CORP NEW
-$2.6M
11,689
-23%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.3M
78,775
-17%
减持
V
VISA INC
-$2.1M
5,774
-59%
建仓
ON
ON SEMICONDUCTOR CORP
+$2.1M
29,286
清仓
DTH
WISDOMTREE TR
-$2.1M
0
-100%
减持
INTC
INTEL CORP
-$2.0M
31,517
-64%
减持
ABT
ABBOTT LABS
-$1.8M
13,830
-58%
减持
NUE
NUCOR CORP
-$1.8M
26,288
-28%
清仓
OXY
OCCIDENTAL PETE CORP
-$1.8M
0
-100%
清仓
DEM
WISDOMTREE TR
-$1.7M
0
-100%
减持
CVX
CHEVRON CORP NEW
-$1.7M
37,156
-19%
清仓
CATX
PERSPECTIVE THERAPEUTICS INC
-$1.7M
0
-100%
清仓
NEAR
ISHARES U S ETF TR
-$1.7M
0
-100%
减持
CAT
CATERPILLAR INC
-$1.7M
1,159
-82%
减持
MOAT
VANECK ETF TRUST
+$1.6M
169,287
-1%
建仓
VLTO
VERALTO CORP
+$1.5M
13,812
清仓
MINT
PIMCO ETF TR
-$1.5M
0
-100%
增持
AVGO
BROADCOM INC
-$1.3M
5,022
+272%
增持
EFV
ISHARES TR
+$1.3M
36,342
+135%
增持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$1.2M
564,333
+3%
减持
VBK
VANGUARD INDEX FDS
-$1.2M
1,309
-79%
减持
STZ
CONSTELLATION BRANDS INC
-$1.2M
12,599
-27%
增持
COWZ
PACER FDS TR
+$1.1M
323,467
+0%
建仓
SNPS
SYNOPSYS INC
+$1.1M
2,194
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$1.0M
0
-100%
清仓
HIMS
HIMS & HERS HEALTH INC
-$1.0M
0
-100%
减持
IWN
ISHARES TR
-$1.0M
2,323
-75%
减持
MA
MASTERCARD INCORPORATED
-$970.6K
8,663
-27%
清仓
MARM
FIRST TR EXCHNG TRADED FD VI
-$958.9K
0
-100%
减持
SPGI
S&P GLOBAL INC
-$939.8K
4,761
-38%
减持
IGRO
ISHARES TR
+$899.8K
134,733
-1%
建仓
ZSEP
INNOVATOR ETFS TRUST
+$898.5K
36,126
减持
IVW
ISHARES TR
-$863.8K
68,144
-15%
增持
SECT
NORTHERN LTS FD TR IV
+$837.0K
285,704
+0%
增持
SCHD
SCHWAB STRATEGIC TR
+$822.7K
68,640
+7%
减持
TXN
TEXAS INSTRS INC
-$819.7K
23,213
-20%
减持
DHR
DANAHER CORPORATION
-$805.8K
11,159
-29%
增持
STXG
EA SERIES TRUST
+$801.7K
111,407
+16%
减持
BAC
BANK AMERICA CORP
-$799.2K
8,749
-70%
减持
PEP
PEPSICO INC
-$792.4K
37,368
-14%
减持
NOBL
PROSHARES TR
-$780.6K
9,989
-48%
建仓
PSEP
INNOVATOR ETFS TRUST
+$774.3K
20,095
清仓
BIL
SPDR SER TR
-$768.4K
0
-100%
减持
AOS
SMITH A O CORP
-$763.2K
22,936
-34%
减持
IVV
ISHARES TR
-$748.6K
20,832
-11%
增持
STXV
EA SERIES TRUST
+$740.4K
158,463
+10%
清仓
—
MEDTRONIC PLC
-$717.9K
0
-100%
清仓
PRF
INVESCO EXCHANGE TRADED FD T
-$715.8K
0
-100%
减持
KO
COCA COLA CO
-$704.6K
5,828
-67%
减持
MSFT
MICROSOFT CORP
-$687.9K
19,826
-4%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$687.1K
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$671.0K
0
-100%
增持
HRL
HORMEL FOODS CORP
+$655.2K
162,465
+10%
减持
NOW
SERVICENOW INC
-$651.7K
2,137
-34%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$645.9K
25,318
-29%
减持
GPC
GENUINE PARTS CO
-$644.1K
31,825
-14%
清仓
GMAY
FIRST TR EXCHNG TRADED FD VI
-$642.6K
0
-100%
清仓
XMAY
FIRST TR EXCHNG TRADED FD VI
-$640.9K
0
-100%
增持
AMGN
AMGEN INC
+$634.0K
13,931
+13%
减持
PJUN
INNOVATOR ETFS TRUST
-$632.2K
11,356
-62%
清仓
SPHY
SPDR SER TR
-$622.9K
0
-100%
减持
WMT
WALMART INC
-$620.9K
94,557
-22%
清仓
REET
ISHARES TR
-$619.8K
0
-100%
减持
TLT
ISHARES TR
-$613.9K
7,606
-49%
建仓
XSEP
FIRST TR EXCHNG TRADED FD VI
+$604.2K
15,749
建仓
SEPW
AIM ETF PRODUCTS TRUST
+$599.7K
21,021
清仓
SFLR
INNOVATOR ETFS TRUST
-$571.4K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$558.3K
27,321
-13%
增持
EMR
EMERSON ELEC CO
+$547.5K
33,092
+19%
增持
NKE
NIKE INC
+$544.0K
38,013
+2%
建仓
SCUS
SCHWAB STRATEGIC TR
+$526.1K
20,834
减持
O
REALTY INCOME CORP
+$518.4K
93,257
-9%
增持
IUSB
ISHARES TR
+$510.5K
89,184
+9%
清仓
VRT
VERTIV HOLDINGS CO
-$498.5K
0
-100%
增持
HD
HOME DEPOT INC
+$483.9K
4,102
+20%
减持
APD
AIR PRODS & CHEMS INC
+$470.6K
13,930
-2%
清仓
RPV
INVESCO EXCHANGE TRADED FD T
-$459.4K
0
-100%
减持
SPYM
SPDR SER TR
-$451.2K
97,214
-11%
增持
STXF
EA SERIES TRUST
+$449.7K
49,359
+26%
清仓
VTIP
VANGUARD MALVERN FDS
-$448.3K
0
-100%
减持
RPM
RPM INTL INC
-$443.7K
40,636
-18%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$435.2K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$434.2K
8,138
-27%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$431.4K
583,549
-6%
增持
DOV
DOVER CORP
+$429.7K
16,036
+9%
减持
ADBE
ADOBE INC
-$408.8K
4,999
-7%
减持
SEMI
COLUMBIA ETF TR I
-$403.8K
170,695
-3%
清仓
URI
UNITED RENTALS INC
-$397.9K
0
-100%
清仓
HEFA
ISHARES TR
-$391.0K
0
-100%
减持
BX
BLACKSTONE INC
-$390.7K
20,403
-28%
增持
BINC
BLACKROCK ETF TRUST II
+$384.8K
20,854
+49%
减持
PNC
PNC FINL SVCS GROUP INC
+$367.2K
12,517
-0%
减持
ROP
ROPER TECHNOLOGIES INC
-$364.6K
3,554
-14%
增持
EMXC
ISHARES INC
+$359.7K
17,454
+46%
减持
WPC
WP CAREY INC
-$358.3K
13,034
-39%
清仓
XUSP
INNOVATOR ETFS TRUST
-$353.3K
0
-100%
建仓
VYM
VANGUARD WHITEHALL FDS
+$350.9K
2,737
减持
SPTM
SPDR SER TR
-$347.3K
21,548
-23%
减持
ABBV
ABBVIE INC
-$341.4K
34,423
-17%
增持
STXK
EA SERIES TRUST
+$336.1K
67,192
+10%
清仓
VGT
VANGUARD WORLD FD
-$329.6K
0
-100%
清仓
SPDW
SPDR INDEX SHS FDS
-$327.3K
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$326.0K
9,296
+14%
减持
VZ
VERIZON COMMUNICATIONS INC
+$325.0K
102,857
-1%
减持
CFR
CULLEN FROST BANKERS INC
+$318.3K
39,046
-2%
清仓
SPEM
SPDR INDEX SHS FDS
-$316.9K
0
-100%
减持
LNG
CHENIERE ENERGY INC
-$313.7K
10,946
-16%
增持
AMD
ADVANCED MICRO DEVICES INC
+$308.3K
6,656
+38%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$305.0K
0
-100%
减持
MSM
MSC INDL DIRECT INC
+$304.8K
61,518
-2%
清仓
VV
VANGUARD INDEX FDS
-$303.5K
0
-100%
减持
UNP
UNION PAC CORP
+$303.3K
20,896
-2%
清仓
CAG
CONAGRA BRANDS INC
-$301.1K
0
-100%
建仓
GSEP
FIRST TR EXCHNG TRADED FD VI
+$299.9K
8,672
清仓
LW
LAMB WESTON HLDGS INC
-$295.7K
0
-100%
