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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 20
增持 33
减持 85
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
MOAT
VANECK ETF TRUST
-$10.4M
43,505
-74%
减持
AAPL
APPLE INC
-$6.8M
198,534
-7%
减持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
-$5.7M
318,558
-40%
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
BUFR
FIRST TR EXCHNG TRADED FD VI
-$5.6M
420,907
-34%
增持
PAAA
PGIM ETF TR
+$5.4M
178,769
+141%
增持
NVDA
NVIDIA CORPORATION
+$5.3M
92,466
+7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$5.0M
71,651
-4%
减持
COWZ
PACER FDS TR
-$4.6M
230,405
-27%
减持
HRL
HORMEL FOODS CORP
-$4.5M
10,627
-93%
减持
FTLS
FIRST TR EXCH TRADED FD III
-$4.0M
101,265
-39%
减持
VTI
VANGUARD INDEX FDS
-$4.0M
36,161
-34%
清仓
BJUL
INNOVATOR ETFS TRUST
-$3.8M
0
-100%
减持
DECT
AIM ETF PRODUCTS TRUST
-$3.5M
6,510
-95%
减持
JULT
AIM ETF PRODUCTS TRUST
-$3.5M
5,585
-94%
减持
BFEB
INNOVATOR ETFS TRUST
-$3.5M
6,631
-93%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$3.1M
113,065
-34%
减持
IGRO
ISHARES TR
-$3.1M
84,975
-37%
建仓
TSN
TYSON FOODS INC
+$2.9M
52,198
减持
AVEM
AMERICAN CENTY ETF TR
-$2.6M
73,889
-42%
减持
DGRO
ISHARES TR
-$2.6M
228,539
-18%
增持
SECT
NORTHERN LTS FD TR IV
+$2.6M
320,140
+2%
减持
SPYM
SPDR SERIES TRUST
-$2.5M
41,987
-50%
建仓
GAUG
FIRST TR EXCHNG TRADED FD VI
+$2.4M
65,480
建仓
OCTT
AIM ETF PRODUCTS TRUST
+$2.4M
60,191
建仓
OCTP
PGIM ROCK ETF TR
+$2.4M
85,769
建仓
UMAR
INNOVATOR ETFS TRUST
+$2.4M
63,970
减持
ABBV
ABBVIE INC
-$2.4M
22,893
-28%
减持
BRO
BROWN & BROWN INC
-$2.4M
35,691
-30%
减持
AGOX
STARBOARD INVT TR
-$2.1M
183,312
-41%
减持
CVX
CHEVRON CORP NEW
-$2.1M
28,286
-23%
减持
FLBL
FRANKLIN TEMPLETON ETF TR
-$1.9M
150,667
-35%
减持
PEP
PEPSICO INC
-$1.8M
26,987
-25%
减持
TDV
PROSHARES TR
-$1.8M
39,801
-43%
减持
ICOW
PACER FDS TR
-$1.8M
83,522
-43%
减持
RPM
RPM INTL INC
-$1.8M
25,442
-35%
减持
JNJ
JOHNSON & JOHNSON
-$1.7M
34,090
-18%
减持
O
REALTY INCOME CORP
-$1.7M
60,536
-32%
减持
MSFT
MICROSOFT CORP
+$1.7M
19,278
-9%
减持
AMGN
AMGEN INC
-$1.5M
10,153
-27%
减持
UDEC
INNOVATOR ETFS TRUST
-$1.5M
81,742
-37%
减持
CLOI
VANECK ETF TRUST
-$1.4M
166,043
-14%
减持
QQQ
INVESCO QQQ TR
+$1.4M
18,913
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.4M
72,933
-27%
减持
WMT
WALMART INC
-$1.3M
70,101
-25%
减持
GGG
GRACO INC
-$1.3M
39,141
-29%
减持
APD
AIR PRODS & CHEMS INC
-$1.3M
9,324
-29%
减持
FLTR
VANECK ETF TRUST
-$1.2M
130,658
-27%
增持
IVW
ISHARES TR
+$1.2M
66,133
+1%
建仓
THRO
BLACKROCK ETF TRUST
+$1.2M
33,996
增持
XTEN
BONDBLOXX ETF TRUST
+$1.2M
49,455
+114%
减持
MBSF
VALUED ADVISERS TR
-$1.2M
122,671
-28%
减持
SPYG
SPDR SERIES TRUST
-$1.2M
59,340
-30%
减持
MA
MASTERCARD INCORPORATED
-$1.2M
4,948
-31%
增持
IEMG
ISHARES INC
+$1.2M
38,583
+79%
减持
CFR
CULLEN FROST BANKERS INC
-$1.1M
25,853
-27%
减持
COST
COSTCO WHSL CORP NEW
-$1.1M
8,970
-15%
减持
CASY
CASEYS GEN STORES INC
-$1.1M
10,370
-29%
增持
EFV
ISHARES TR
+$1.1M
45,298
+48%
增持
AVGO
BROADCOM INC
+$1.0M
7,329
+26%
建仓
IAGG
ISHARES TR
+$1.0M
20,205
减持
DHR
DANAHER CORPORATION
-$997.9K
1,129
-81%
清仓
EMXC
ISHARES INC
-$950.6K
0
-100%
减持
GPC
GENUINE PARTS CO
-$929.0K
24,882
-25%
减持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$927.0K
107,206
-33%
减持
IVV
ISHARES TR
+$906.7K
20,551
-3%
减持
MSM
MSC INDL DIRECT INC
-$892.1K
44,213
-26%
减持
SPGI
S&P GLOBAL INC
-$888.5K
2,057
-47%
减持
AMZN
AMAZON COM INC
+$881.1K
60,434
-7%
减持
STZ
CONSTELLATION BRANDS INC
-$869.7K
7,768
-33%
增持
STXG
EA SERIES TRUST
+$847.1K
126,456
+2%
减持
LNG
CHENIERE ENERGY INC
-$812.3K
3,900
-49%
减持
ROP
ROPER TECHNOLOGIES INC
-$797.3K
1,547
-46%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$776.8K
15,430
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$765.8K
16,147
-27%
减持
LECO
LINCOLN ELEC HLDGS INC
-$758.8K
15,485
-26%
减持
IUSB
ISHARES TR
-$743.2K
61,291
-21%
减持
NOW
SERVICENOW INC
-$715.9K
792
-59%
减持
GOOG
ALPHABET INC
-$715.6K
29,795
-22%
减持
DOV
DOVER CORP
-$713.1K
11,972
-28%
清仓
ON
ON SEMICONDUCTOR CORP
-$707.4K
0
-100%
清仓
DECM
FIRST TR EXCHNG TRADED FD VI
-$692.8K
0
-100%
减持
SEMI
COLUMBIA ETF TR I
-$692.7K
99,602
-36%
清仓
NOVM
FIRST TR EXCHNG TRADED FD VI
-$691.6K
0
-100%
增持
GOOGL
ALPHABET INC
+$671.9K
13,791
+21%
减持
LMT
LOCKHEED MARTIN CORP
-$671.8K
5,158
-25%
减持
LULU
LULULEMON ATHLETICA INC
-$664.3K
2,600
-43%
减持
TXN
TEXAS INSTRS INC
-$638.8K
17,014
-27%
减持
SCUS
SCHWAB STRATEGIC TR
-$586.1K
11,992
-66%
增持
BUYW
NORTHERN LTS FD TR IV
+$581.4K
267,995
+16%
减持
AOS
SMITH A O CORP
-$515.5K
11,922
-40%
减持
META
META PLATFORMS INC
+$494.8K
6,189
-12%
减持
ALB
ALBEMARLE CORP
-$490.4K
22,108
-15%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$487.7K
23,264
+48%
减持
NUE
NUCOR CORP
-$486.5K
21,252
-21%
建仓
BAI
BLACKROCK ETF TRUST
+$484.5K
16,793
减持
SCHD
SCHWAB STRATEGIC TR
-$464.9K
210,153
-3%
减持
VLTO
VERALTO CORP
-$463.5K
10,208
-33%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$444.2K
3,993
-4%
增持
IVE
ISHARES TR
+$433.2K
15,128
+14%
增持
RGTI
RIGETTI COMPUTING INC
+$424.6K
55,787
+86%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$422.1K
0
-100%
减持
EMR
EMERSON ELEC CO
+$411.5K
31,219
-9%
建仓
MMD
NYLI MACKAY DEFINEDTERM MUNI
+$410.7K
27,771
增持
STXF
EA SERIES TRUST
+$409.9K
68,517
+6%
减持
NKE
NIKE INC
-$395.7K
30,954
-24%
增持
VYM
VANGUARD WHITEHALL FDS
+$385.4K
23,724
+10%
减持
OCTW
AIM ETF PRODUCTS TRUST
-$384.3K
8,291
-58%
增持
ARM
ARM HOLDINGS PLC
+$381.1K
5,051
+24%
增持
QUAL
ISHARES TR
+$357.4K
17,453
+5%
增持
MCK
MCKESSON CORP
+$356.8K
2,778
+11%
减持
ADBE
ADOBE INC
-$355.9K
4,132
-19%
增持
DYNF
BLACKROCK ETF TRUST
+$350.6K
50,839
+3%
清仓
DGRW
WISDOMTREE TR
-$348.5K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$347.2K
3,721
清仓
HEFA
ISHARES TR
-$340.4K
0
-100%
清仓
ARCC
ARES CAPITAL CORP
-$339.0K
0
-100%
减持
BX
BLACKSTONE INC
-$336.4K
16,451
-18%
建仓
PULS
PGIM ETF TR
+$325.5K
6,542
减持
BKE
BUCKLE INC
+$320.2K
46,620
-0%
增持
ORCL
ORACLE CORP
+$310.1K
3,789
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$306.1K
6,558
+8%
清仓
JHID
JOHN HANCOCK EXCHANGE TRADED
-$302.2K
0
-100%
建仓
USMV
ISHARES TR
+$296.9K
3,163
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$296.5K
13,546
+8%
建仓
PBSE
PGIM ROCK ETF TR
+$291.0K
10,476
建仓
MRCP
PGIM ROCK ETF TR
+$289.3K
9,700
增持
XLK
SELECT SECTOR SPDR TR
+$283.3K
2,447
+50%
增持
TCAF
T ROWE PRICE ETF INC
+$274.4K
75,266
+2%
减持
SNPS
SYNOPSYS INC
-$268.6K
1,564
-37%
增持
NFLX
NETFLIX INC
+$266.8K
443
+27%
增持
NOBL
PROSHARES TR
+$250.0K
14,428
+23%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$249.3K
1,485
+3%
增持
STXV
EA SERIES TRUST
+$246.2K
178,397
+4%
减持
JPM
JPMORGAN CHASE & CO.
+$241.3K
22,195
-12%
清仓
MINO
PIMCO ETF TR
-$238.1K
0
-100%
减持
TSLA
TESLA INC
+$232.8K
10,563
-12%
建仓
DIS
DISNEY WALT CO
+$232.0K
1,871
建仓
HON
HONEYWELL INTL INC
+$228.3K
981
建仓
AUGP
PGIM ROCK ETF TR
+$227.7K
7,933
建仓
STIP
ISHARES TR
+$225.2K
2,188
清仓
DNL
WISDOMTREE TR
-$225.0K
0
-100%
增持
FLRT
PACER FDS TR
+$223.6K
21,290
+27%
增持
TMAT
NORTHERN LTS FD TR IV
+$218.5K
37,499
+1%
增持
IWF
ISHARES TR
+$217.2K
3,410
+0%
增持
STXK
EA SERIES TRUST
+$216.9K
89,231
+3%
建仓
LPLA
LPL FINL HLDGS INC
+$216.6K
578
减持
LLY
ELI LILLY & CO
-$215.7K
1,840
-8%
建仓
MMM
3M CO
+$203.2K
1,335
减持
GLDM
WORLD GOLD TR
-$202.2K
8,603
-30%
减持
SCHZ
SCHWAB STRATEGIC TR
-$183.9K
173,802
-5%
