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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 21
增持 74
减持 41
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$6.3M
213,870
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.8M
74,819
-1%
清仓
FNOV
FIRST TR EXCHNG TRADED FD VI
-$4.8M
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。
建仓
UDEC
INNOVATOR ETFS TRUST
+$4.4M
129,442
清仓
BNOV
INNOVATOR ETFS TRUST
-$3.9M
0
-100%
清仓
OCTT
AIM ETF PRODUCTS TRUST
-$3.8M
0
-100%
清仓
FOCT
FIRST TR EXCHNG TRADED FD VI
-$3.8M
0
-100%
建仓
BJUL
INNOVATOR ETFS TRUST
+$3.8M
88,140
建仓
BFEB
INNOVATOR ETFS TRUST
+$3.8M
90,955
建仓
DECT
AIM ETF PRODUCTS TRUST
+$3.7M
120,162
建仓
JULT
AIM ETF PRODUCTS TRUST
+$3.7M
97,178
清仓
SIXO
AIM ETF PRODUCTS TRUST
-$2.9M
0
-100%
减持
MINO
PIMCO ETF TR
-$2.9M
5,324
-92%
增持
PAAA
PGIM ETF TR
+$2.5M
74,138
+192%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.4M
21,537
+635%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.9M
638,883
+14%
增持
AMZN
AMAZON COM INC
-$1.7M
65,056
+1%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.6M
2
增持
CLOI
VANECK ETF TRUST
+$1.5M
192,958
+17%
减持
NOBL
PROSHARES TR
-$1.4M
11,773
-55%
增持
TSLA
TESLA INC
-$1.3M
12,049
+11%
增持
GOOG
ALPHABET INC
-$1.2M
38,410
+1%
增持
IGRO
ISHARES TR
+$1.1M
135,203
+6%
减持
BRO
BROWN & BROWN INC
+$1.1M
50,775
-1%
建仓
XTEN
BONDBLOXX ETF TRUST
+$1.1M
23,073
增持
STXT
EA SERIES TRUST
+$952.8K
114,768
+68%
清仓
FMC
FMC CORP
-$939.1K
0
-100%
增持
AMGN
AMGEN INC
+$929.6K
13,997
+6%
增持
CVX
CHEVRON CORP NEW
+$925.3K
36,726
+2%
减持
EFG
ISHARES TR
-$906.1K
11,886
-45%
增持
MCK
MCKESSON CORP
+$863.8K
2,495
+74%
建仓
PTRB
PGIM ETF TR
+$859.9K
20,602
减持
DHR
DANAHER CORPORATION
-$843.3K
5,956
-34%
减持
ABBV
ABBVIE INC
+$837.5K
31,681
-3%
减持
ON
ON SEMICONDUCTOR CORP
-$822.0K
17,386
-28%
减持
JNJ
JOHNSON & JOHNSON
+$820.5K
41,735
-1%
建仓
FLRT
PACER FDS TR
+$789.8K
16,772
增持
SECT
NORTHERN LTS FD TR IV
-$786.5K
313,031
+3%
减持
SPY
SPDR S&P 500 ETF TR
-$761.4K
2,180
-36%
减持
SPYM
SPDR SER TR
-$758.9K
83,978
-8%
清仓
CGBL
CAPITAL GROUP CORE BALANCED
-$730.9K
0
-100%
增持
MSFT
MICROSOFT CORP
-$727.7K
21,142
+3%
减持
APOC
INNOVATOR ETFS TRUST
-$726.3K
39,667
-41%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$724.4K
15,741
增持
O
REALTY INCOME CORP
+$719.9K
88,728
+7%
增持
BUYW
NORTHERN LTS FD TR IV
+$712.3K
231,700
+31%
清仓
OCTM
FIRST TR EXCHNG TRADED FD VI
-$708.4K
0
-100%
建仓
DECM
FIRST TR EXCHNG TRADED FD VI
+$692.8K
22,663
清仓
TLT
ISHARES TR
-$672.6K
0
-100%
增持
MOAT
VANECK ETF TRUST
-$670.8K
164,281
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$620.9K
22,221
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$592.5K
99,673
+1%
减持
SEMI
COLUMBIA ETF TR I
-$590.6K
156,700
-1%
增持
IVE
ISHARES TR
+$589.3K
13,239
+31%
增持
BKE
BUCKLE INC
-$584.7K
46,816
+0%
增持
ICOW
PACER FDS TR
+$584.4K
146,530
+6%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$569.0K
4,146
+44%
增持
AVEM
AMERICAN CENTY ETF TR
+$550.4K
127,986
+5%
增持
AGOX
STARBOARD INVT TR
-$535.7K
309,334
+4%
减持
NOW
SERVICENOW INC
-$516.9K
1,922
-0%
增持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
-$471.2K
534,849
+0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$460.4K
12,500
+28%
增持
EMR
EMERSON ELEC CO
-$452.3K
34,212
+1%
增持
DGRO
ISHARES TR
+$452.3K
278,880
+2%
增持
IVV
ISHARES TR
-$442.4K
21,096
+1%
减持
CASY
CASEYS GEN STORES INC
+$439.4K
14,661
-2%
增持
GLDM
WORLD GOLD TR
+$428.8K
12,375
+91%
增持
VTI
VANGUARD INDEX FDS
-$426.8K
54,398
+3%
减持
ABT
ABBOTT LABS
-$425.4K
6,169
-44%
增持
IEMG
ISHARES INC
+$411.0K
21,497
+50%
增持
QQQ
INVESCO QQQ TR
-$397.0K
19,268
+4%
建仓
AMP
AMERIPRISE FINL INC
+$387.3K
800
增持
XLF
SELECT SECTOR SPDR TR
+$371.1K
41,606
+18%
减持
CFR
CULLEN FROST BANKERS INC
-$365.7K
35,657
-1%
增持
GOOGL
ALPHABET INC
-$364.9K
11,371
+1%
增持
NVDA
NVIDIA CORPORATION
-$355.1K
86,242
+19%
清仓
IFRA
ISHARES TR
-$349.3K
0
-100%
增持
AVGO
BROADCOM INC
-$343.2K
5,803
+2%
增持
STXV
EA SERIES TRUST
+$343.0K
172,166
+3%
减持
LMT
LOCKHEED MARTIN CORP
-$340.7K
6,851
-2%
建仓
HEFA
ISHARES TR
+$340.4K
9,380
减持
WMT
WALMART INC
-$339.7K
92,981
-1%
增持
MSM
MSC INDL DIRECT INC
+$338.2K
59,883
+4%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$333.9K
6,569
增持
SCHZ
SCHWAB STRATEGIC TR
+$303.4K
182,342
+6%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$282.8K
15,718
+14%
增持
RPM
RPM INTL INC
-$267.9K
39,367
+0%
建仓
SGOV
ISHARES TR
+$259.9K
2,582
增持
BX
BLACKSTONE INC
-$246.7K
20,011
+13%
建仓
IAU
ISHARES GOLD TR
+$243.5K
4,130
建仓
QQQI
NEOS ETF TRUST
+$243.4K
5,131
增持
COWZ
PACER FDS TR
-$239.5K
315,473
+2%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$239.4K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$239.0K
2,300
+31%
建仓
RGTI
RIGETTI COMPUTING INC
+$237.0K
29,926
建仓
AXP
AMERICAN EXPRESS CO
+$236.8K
880
增持
FTLS
FIRST TR EXCH TRADED FD III
-$234.4K
167,093
+0%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$233.3K
5,154
增持
QUAL
ISHARES TR
+$230.9K
16,580
+13%
增持
SCUS
SCHWAB STRATEGIC TR
+$229.4K
35,260
+34%
减持
EFV
ISHARES TR
-$228.7K
30,620
-21%
清仓
UPS
UNITED PARCEL SERVICE INC
-$227.8K
0
-100%
增持
NUE
NUCOR CORP
+$219.8K
26,919
+4%
增持
NKE
NIKE INC
-$218.9K
40,874
+10%
建仓
SBUX
STARBUCKS CORP
+$217.8K
2,220
清仓
HON
HONEYWELL INTL INC
-$212.1K
0
-100%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$211.7K
170,528
+6%
减持
AMD
ADVANCED MICRO DEVICES INC
-$208.0K
6,078
-12%
清仓
PFF
ISHARES TR
-$205.7K
0
-100%
增持
GPC
GENUINE PARTS CO
+$203.5K
33,132
+3%
增持
PNC
PNC FINL SVCS GROUP INC
-$203.1K
12,629
+1%
增持
LULU
LULULEMON ATHLETICA INC
-$199.5K
4,529
+17%
减持
META
META PLATFORMS INC
-$186.8K
7,067
-3%
减持
ROP
ROPER TECHNOLOGIES INC
+$186.6K
2,840
-1%
增持
SPYV
SPDR SER TR
+$185.6K
16,547
+28%
增持
STXF
EA SERIES TRUST
+$183.2K
64,749
+14%
增持
STXG
EA SERIES TRUST
-$180.6K
124,164
+5%
增持
SNPS
SYNOPSYS INC
+$174.9K
2,496
+35%
减持
UNP
UNION PAC CORP
+$167.2K
20,711
-0%
减持
NFLX
NETFLIX INC
-$165.6K
350
-37%
增持
LLY
ELI LILLY & CO
+$165.6K
1,998
+4%
减持
KKR
KKR & CO INC
-$155.4K
2,411
-18%
减持
LNG
CHENIERE ENERGY INC
-$151.4K
7,615
-14%
减持
GGG
GRACO INC
-$149.9K
55,333
-2%
增持
DOV
DOVER CORP
-$148.8K
16,546
+2%
增持
GLD
SPDR GOLD TR
+$148.3K
2,955
+2%
增持
XLV
SELECT SECTOR SPDR TR
+$148.3K
16,015
+1%
增持
IUSB
ISHARES TR
+$145.2K
77,619
+2%
增持
MO
ALTRIA GROUP INC
+$137.5K
16,816
+1%
增持
AOS
SMITH A O CORP
+$136.9K
19,847
+17%
减持
TGT
TARGET CORP
-$136.8K
3,987
-3%
减持
SLYV
SPDR SER TR
-$132.5K
6,249
-12%
减持
LOW
LOWES COS INC
-$131.3K
5,622
-4%
增持
EMB
ISHARES TR
+$131.0K
4,239
+49%
增持
IWF
ISHARES TR
-$130.5K
3,408
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$126.1K
7,387
+44%
减持
MBB
ISHARES TR
-$125.3K
17,036
-9%
减持
MDYG
SPDR SER TR
-$125.0K
5,802
-14%
减持
ORCL
ORACLE CORP
-$122.1K
3,707
-4%
增持
TXN
TEXAS INSTRS INC
-$120.0K
23,212
+1%
增持
MBSF
VALUED ADVISERS TR
+$119.6K
170,388
+3%
减持
BSEP
INNOVATOR ETFS TRUST
-$118.6K
38,557
-4%
减持
MDYV
SPDR SER TR
-$114.2K
5,762
-17%
增持
ALB
ALBEMARLE CORP
-$105.4K
26,047
+13%
减持
COST
COSTCO WHSL CORP NEW
+$103.9K
10,575
-2%
增持
TCAF
T ROWE PRICE ETF INC
+$103.7K
73,760
+8%
增持
WPC
WP CAREY INC
+$103.5K
9,661
+4%
减持
HD
HOME DEPOT INC
-$102.0K
3,955
-1%
增持
APD
AIR PRODS & CHEMS INC
+$99.9K
13,167
+1%
减持
SLYG
SPDR SER TR
-$99.6K
3,765
-17%
