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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 19
增持 22
减持 76
清仓 33
方向
标的
Δ市值
现股数(环比)
清仓
FSEP
FIRST TR EXCHNG TRADED FD VI
-$4.8M
0
-100%
建仓
FNOV
FIRST TR EXCHNG TRADED FD VI
+$4.8M
100,272
清仓
SEPT
AIM ETF PRODUCTS TRUST
-$3.9M
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。
清仓
FAUG
FIRST TR EXCHNG TRADED FD VI
-$3.9M
0
-100%
建仓
BNOV
INNOVATOR ETFS TRUST
+$3.9M
98,367
建仓
OCTT
AIM ETF PRODUCTS TRUST
+$3.8M
100,628
建仓
FOCT
FIRST TR EXCHNG TRADED FD VI
+$3.8M
89,956
减持
BSEP
INNOVATOR ETFS TRUST
-$3.7M
40,310
-69%
清仓
AUGM
FIRST TR EXCHNG TRADED FD VI
-$2.9M
0
-100%
建仓
SIXO
AIM ETF PRODUCTS TRUST
+$2.9M
89,573
减持
DGRO
ISHARES TR
-$2.6M
273,507
-11%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.2M
75,223
-5%
增持
BUYW
NORTHERN LTS FD TR IV
+$1.8M
177,111
+274%
建仓
APOC
INNOVATOR ETFS TRUST
+$1.7M
67,589
增持
TSLA
TESLA INC
+$1.6M
10,848
+3%
增持
NOBL
PROSHARES TR
+$1.5M
26,007
+160%
清仓
SPTM
SPDR SER TR
-$1.5M
0
-100%
减持
O
REALTY INCOME CORP
-$1.5M
82,891
-11%
增持
SECT
NORTHERN LTS FD TR IV
+$1.4M
305,128
+7%
减持
IGRO
ISHARES TR
-$1.4M
127,586
-5%
减持
LMT
LOCKHEED MARTIN CORP
-$1.4M
6,999
-14%
减持
AMZN
AMAZON COM INC
+$1.3M
64,330
-6%
减持
AGOX
STARBOARD INVT TR
-$1.3M
298,394
-9%
增持
SCHX
SCHWAB STRATEGIC TR
-$1.3M
30,111
+1%
减持
MOAT
VANECK ETF TRUST
-$1.3M
163,143
-4%
减持
AVEM
AMERICAN CENTY ETF TR
-$1.2M
121,627
-6%
减持
JNJ
JOHNSON & JOHNSON
-$1.2M
42,185
-7%
减持
COWZ
PACER FDS TR
-$1.2M
310,107
-4%
减持
STZ
CONSTELLATION BRANDS INC
-$1.1M
9,749
-23%
减持
AMGN
AMGEN INC
-$1.1M
13,164
-6%
减持
DHR
DANAHER CORPORATION
-$1.0M
8,993
-19%
建仓
ZOCT
INNOVATOR ETFS TRUST
+$1.0M
39,889
减持
ABBV
ABBVIE INC
-$997.4K
32,641
-5%
减持
PEP
PEPSICO INC
-$990.2K
35,277
-6%
减持
MSM
MSC INDL DIRECT INC
-$981.3K
57,745
-6%
减持
NUE
NUCOR CORP
-$932.5K
25,873
-2%
减持
AOS
SMITH A O CORP
-$900.0K
17,011
-26%
清仓
ZSEP
INNOVATOR ETFS TRUST
-$898.5K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
-$876.3K
21,777
-30%
减持
WMT
WALMART INC
+$867.0K
94,106
-0%
减持
FMC
FMC CORP
-$862.5K
19,320
-29%
清仓
SCHA
SCHWAB STRATEGIC TR
-$859.2K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$848.5K
53,061
-7%
减持
AAPL
APPLE INC
-$839.9K
214,695
-8%
清仓
PSEP
INNOVATOR ETFS TRUST
-$774.3K
0
-100%
减持
IUSB
ISHARES TR
-$770.9K
75,918
-15%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$741.4K
2,872
-21%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$730.9K
23,374
清仓
ITOT
ISHARES TR
-$722.6K
0
-100%
清仓
FEX
FIRST TR LRGE CP CORE ALPHA
-$721.7K
0
-100%
减持
EFG
ISHARES TR
-$718.5K
21,633
-17%
减持
SPMD
SPDR SER TR
-$717.2K
4,877
-73%
建仓
OCTM
FIRST TR EXCHNG TRADED FD VI
+$708.4K
23,220
建仓
NOVM
FIRST TR EXCHNG TRADED FD VI
+$707.6K
23,155
建仓
OCTW
AIM ETF PRODUCTS TRUST
+$706.1K
19,857
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$704.3K
7,413
增持
GPC
GENUINE PARTS CO
-$701.4K
32,064
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$701.1K
13,802
+50%
增持
CLOI
VANECK ETF TRUST
+$695.2K
165,502
+9%
减持
VZ
VERIZON COMMUNICATIONS INC
-$690.6K
98,242
-4%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$689.3K
4,175
-64%
清仓
SCHE
SCHWAB STRATEGIC TR
-$656.8K
0
-100%
减持
ICOW
PACER FDS TR
-$621.8K
137,655
-6%
清仓
XSEP
FIRST TR EXCHNG TRADED FD VI
-$604.2K
0
-100%
清仓
SEPW
AIM ETF PRODUCTS TRUST
-$599.7K
0
-100%
减持
ON
ON SEMICONDUCTOR CORP
-$597.0K
24,258
-17%
清仓
HYLB
DBX ETF TR
-$593.5K
0
-100%
建仓
POCT
INNOVATOR ETFS TRUST
+$586.2K
14,816
增持
EMR
EMERSON ELEC CO
+$583.9K
33,916
+2%
清仓
SCHP
SCHWAB STRATEGIC TR
-$583.7K
0
-100%
减持
ADBE
ADOBE INC
-$576.6K
4,524
-10%
增持
PAAA
PGIM ETF TR
+$575.8K
25,368
+80%
减持
SPGI
S&P GLOBAL INC
-$562.0K
3,810
-20%
减持
NKE
NIKE INC
-$546.8K
37,182
-2%
减持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
-$543.4K
534,413
-5%
清仓
AGG
ISHARES TR
-$533.7K
0
-100%
增持
STXG
EA SERIES TRUST
+$522.2K
118,692
+7%
减持
META
META PLATFORMS INC
-$510.3K
7,276
-13%
减持
TXN
TEXAS INSTRS INC
-$503.8K
22,885
-1%
减持
ROP
ROPER TECHNOLOGIES INC
-$490.3K
2,861
-19%
减持
COST
COSTCO WHSL CORP NEW
-$465.1K
10,802
-8%
减持
CFR
CULLEN FROST BANKERS INC
+$462.3K
35,977
-8%
清仓
CEG
CONSTELLATION ENERGY CORP
-$456.3K
0
-100%
增持
AVGO
BROADCOM INC
+$448.4K
5,671
+13%
清仓
SCHI
SCHWAB STRATEGIC TR
-$445.4K
0
-100%
减持
UNP
UNION PAC CORP
-$424.9K
20,722
-1%
减持
IVW
ISHARES TR
-$421.4K
60,114
-12%
清仓
PJUN
INNOVATOR ETFS TRUST
-$418.8K
0
-100%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$416.3K
558,777
-4%
减持
QQQ
INVESCO QQQ TR
+$408.0K
18,450
-0%
减持
FTLS
FIRST TR EXCH TRADED FD III
-$406.4K
166,263
-7%
减持
FLBL
FRANKLIN TEMPLETON ETF TR
-$372.1K
226,214
-6%
减持
NVDA
NVIDIA CORPORATION
+$366.3K
72,247
-6%
减持
GGG
GRACO INC
-$365.3K
56,600
-4%
减持
APD
AIR PRODS & CHEMS INC
-$364.0K
13,045
-6%
清仓
VBK
VANGUARD INDEX FDS
-$350.0K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$349.5K
7,461
-14%
清仓
DIS
DISNEY WALT CO
-$349.1K
0
-100%
减持
V
VISA INC
-$346.7K
3,926
-32%
减持
SEMI
COLUMBIA ETF TR I
-$346.4K
157,671
-8%
减持
JPM
JPMORGAN CHASE & CO.
+$346.2K
25,477
-7%
建仓
GLDM
WORLD GOLD TR
+$337.1K
6,484
增持
STXF
EA SERIES TRUST
+$333.4K
56,923
+15%
减持
ABT
ABBOTT LABS
-$333.1K
10,995
-20%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$332.6K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$330.1K
22,311
-6%
减持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$329.3K
156,314
-7%
增持
STXK
EA SERIES TRUST
+$329.0K
77,969
+16%
减持
LOW
LOWES COS INC
-$324.7K
5,845
-10%
清仓
RODM
LATTICE STRATEGIES TR
-$321.2K
0
-100%
增持
BKE
BUCKLE INC
+$320.3K
46,814
+0%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$312.7K
23,750
-6%
清仓
XSOE
WISDOMTREE TR
-$309.8K
0
-100%
减持
WPC
WP CAREY INC
-$305.8K
9,292
-29%
清仓
GSEP
FIRST TR EXCHNG TRADED FD VI
-$299.9K
0
-100%
减持
TDV
PROSHARES TR
-$293.9K
67,557
-3%
清仓
UNH
UNITEDHEALTH GROUP INC
-$291.8K
0
-100%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$291.4K
160,629
-4%
减持
SPYM
SPDR SER TR
-$281.7K
91,112
-6%
增持
IVV
ISHARES TR
+$280.0K
20,888
+0%
减持
VUG
VANGUARD INDEX FDS
-$278.5K
819
-49%
减持
LECO
LINCOLN ELEC HLDGS INC
-$270.5K
21,327
-4%
增持
GLD
SPDR GOLD TR
+$263.7K
2,904
+61%
减持
NEE
NEXTERA ENERGY INC
-$262.2K
9,187
-16%
清仓
USMV
ISHARES TR
-$261.7K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
-$259.6K
6,892
+4%
减持
ALB
ALBEMARLE CORP
-$255.7K
23,017
-3%
减持
MBSF
VALUED ADVISERS TR
-$254.0K
166,051
-5%
减持
CVX
CHEVRON CORP NEW
-$253.3K
36,030
-3%
减持
HRL
HORMEL FOODS CORP
-$249.6K
156,217
-4%
减持
PJAN
INNOVATOR ETFS TRUST
-$246.0K
9,131
-40%
建仓
SHOP
SHOPIFY INC
+$245.6K
2,310
增持
XLV
SELECT SECTOR SPDR TR
-$240.1K
15,919
+1%
清仓
PFE
PFIZER INC
-$239.4K
0
-100%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$226.5K
2,903
清仓
DUK
DUKE ENERGY CORP NEW
-$225.6K
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$223.7K
3,184
增持
KKR
KKR & CO INC
+$223.2K
2,935
+82%
清仓
CMCSA
COMCAST CORP NEW
-$220.6K
0
-100%
减持
TGT
TARGET CORP
-$217.1K
4,090
-17%
减持
SNPS
SYNOPSYS INC
-$215.5K
1,845
-16%
增持
TCAF
T ROWE PRICE ETF INC
+$215.0K
68,447
+10%
清仓
IRM
IRON MTN INC DEL
-$213.2K
0
-100%
建仓
HON
HONEYWELL INTL INC
+$212.1K
939
清仓
DIAL
COLUMBIA ETF TR I
-$210.4K
0
-100%
减持
DGRW
WISDOMTREE TR
-$210.0K
4,872
-33%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$206.4K
0
-100%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$206.3K
705
减持
IEMG
ISHARES INC
-$205.2K
14,347
-14%
增持
VOO
VANGUARD INDEX FDS
+$200.7K
1,750
+24%
