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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 19
增持 80
减持 28
清仓 23
方向
标的
Δ市值
现股数(环比)
清仓
SECT
NORTHERN LTS FD TR IV
-$18.6M
0
-100%
减持
AAPL
APPLE INC
+$9.5M
197,358
-1%
增持
NVDA
NVIDIA CORPORATION
+$5.9M
109,991
+19%
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。
增持
PAAA
PGIM ETF TR
+$4.8M
272,267
+52%
增持
MSFT
MICROSOFT CORP
+$4.7M
27,515
+43%
清仓
BUYW
NORTHERN LTS FD TR IV
-$3.8M
0
-100%
建仓
BDEC
INNOVATOR ETFS TRUST
+$2.9M
61,014
增持
DECT
AIM ETF PRODUCTS TRUST
+$2.6M
79,765
+1125%
清仓
OCTT
AIM ETF PRODUCTS TRUST
-$2.4M
0
-100%
清仓
OCTP
PGIM ROCK ETF TR
-$2.4M
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.1M
37,595
+58%
增持
GOOG
ALPHABET INC
+$2.1M
30,357
+2%
减持
COWZ
PACER FDS TR
-$1.9M
188,570
-18%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$1.7M
49,929
+115%
增持
RGTI
RIGETTI COMPUTING INC
+$1.5M
71,777
+29%
增持
IVV
ISHARES TR
+$1.4M
21,193
+3%
增持
TSLA
TESLA INC
+$1.4M
10,632
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$1.4M
3,740
+104%
清仓
EFG
ISHARES TR
-$1.3M
0
-100%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$1.2M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
71,664
+0%
增持
DGRO
ISHARES TR
+$1.2M
232,430
+2%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.2M
83,412
+13%
增持
QQQ
INVESCO QQQ TR
+$1.2M
19,374
+2%
增持
VTI
VANGUARD INDEX FDS
+$1.0M
36,674
+1%
增持
LLY
ELI LILLY & CO
+$1.0M
3,223
+75%
清仓
IYW
ISHARES TR
-$1.0M
0
-100%
增持
BAI
BLACKROCK ETF TRUST
+$1.0M
43,603
+160%
减持
JNJ
JOHNSON & JOHNSON
+$964.9K
33,288
-2%
减持
ABBV
ABBVIE INC
+$956.5K
22,484
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$923.8K
23,328
+5%
减持
GOOGL
ALPHABET INC
+$886.2K
13,643
-1%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$884.2K
426,960
+1%
清仓
TMAT
NORTHERN LTS FD TR IV
-$875.6K
0
-100%
增持
STXG
EA SERIES TRUST
+$856.0K
133,731
+6%
增持
DYNF
BLACKROCK ETF TRUST
+$828.5K
60,763
+20%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$822.4K
16,039
+4%
建仓
GEV
GE VERNOVA INC
+$717.1K
1,166
增持
INTC
INTEL CORP
+$669.6K
41,011
+30%
增持
SPYM
SPDR SERIES TRUST
+$655.6K
47,328
+13%
增持
STXF
EA SERIES TRUST
+$641.8K
78,393
+14%
增持
BKE
BUCKLE INC
+$620.7K
46,623
+0%
建仓
INOD
INNODATA INC
+$604.7K
7,846
建仓
SHLD
GLOBAL X FDS
+$586.6K
8,351
增持
AVGO
BROADCOM INC
+$583.4K
7,892
+8%
增持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$565.5K
324,558
+2%
增持
GLDM
WORLD GOLD TR
+$553.7K
14,616
+70%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$545.2K
7,010
增持
STXV
EA SERIES TRUST
+$537.0K
186,580
+5%
增持
BRO
BROWN & BROWN INC
-$527.2K
36,570
+2%
增持
BA
BOEING CO
+$523.0K
3,861
+161%
减持
IVW
ISHARES TR
+$500.4K
64,460
-3%
增持
ORCL
ORACLE CORP
+$489.5K
4,686
+24%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$486.0K
102,899
+2%
增持
ALB
ALBEMARLE CORP
+$483.7K
23,054
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$473.7K
15,190
-6%
增持
BX
BLACKSTONE INC
+$466.8K
17,135
+4%
增持
ADBE
ADOBE INC
+$457.2K
5,828
+41%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$456.6K
115,880
+2%
清仓
WERN
WERNER ENTERPRISES INC
-$456.3K
0
-100%
减持
SPYG
SPDR SERIES TRUST
+$452.5K
58,452
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$434.6K
4,234
+6%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$425.9K
1,525
建仓
BJAN
INNOVATOR ETFS TRUST
+$404.9K
7,637
减持
IUSB
ISHARES TR
-$397.2K
52,158
-15%
减持
GPC
GENUINE PARTS CO
+$387.5K
24,574
-1%
增持
TXN
TEXAS INSTRS INC
-$380.1K
17,157
+1%
增持
SCHZ
SCHWAB STRATEGIC TR
+$376.1K
188,124
+8%
增持
GAUG
FIRST TR EXCHNG TRADED FD VI
+$360.7K
72,083
+10%
增持
CAT
CATERPILLAR INC
+$359.8K
1,651
+50%
减持
CASY
CASEYS GEN STORES INC
+$355.8K
9,989
-4%
增持
—
EXXON MOBIL CORP
+$355.2K
11,733
+31%
建仓
XYL
XYLEM INC
+$354.0K
2,400
增持
AMGN
AMGEN INC
+$349.0K
11,283
+11%
清仓
TGT
TARGET CORP
-$348.6K
0
-100%
增持
UMAR
INNOVATOR ETFS TRUST
+$347.0K
70,569
+10%
增持
COST
COSTCO WHSL CORP NEW
+$346.0K
9,966
+11%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$339.0K
1,312
减持
WMT
WALMART INC
+$338.6K
69,795
-0%
清仓
SGOV
ISHARES TR
-$332.4K
0
-100%
增持
ICOW
PACER FDS TR
+$330.9K
87,127
+4%
减持
SEMI
COLUMBIA ETF TR I
+$326.5K
98,903
-1%
增持
MOAT
VANECK ETF TRUST
+$318.0K
44,379
+2%
建仓
FDEC
FIRST TR EXCHNG TRADED FD VI
+$316.3K
6,423
减持
DE
DEERE & CO
-$313.5K
2,063
-17%
清仓
OCTW
AIM ETF PRODUCTS TRUST
-$306.9K
0
-100%
增持
XTEN
BONDBLOXX ETF TRUST
+$305.6K
55,511
+12%
增持
IVE
ISHARES TR
+$304.1K
15,788
+4%
减持
EFV
ISHARES TR
-$302.5K
37,934
-16%
清仓
SCUS
SCHWAB STRATEGIC TR
-$302.1K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
+$301.8K
6,624
+78%
清仓
BFEB
INNOVATOR ETFS TRUST
-$296.1K
0
-100%
减持
LECO
LINCOLN ELEC HLDGS INC
+$292.8K
14,855
-4%
增持
SBUX
STARBUCKS CORP
+$292.7K
6,232
+144%
清仓
PBSE
PGIM ROCK ETF TR
-$291.0K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$280.7K
0
-100%
增持
PEP
PEPSICO INC
+$269.8K
27,294
+1%
增持
TCAF
T ROWE PRICE ETF INC
+$268.5K
77,557
+3%
增持
MBB
ISHARES TR
+$254.0K
19,572
+14%
增持
AGOX
STARBOARD INVT TR
+$252.6K
184,878
+1%
增持
STXK
EA SERIES TRUST
+$250.6K
89,324
+0%
增持
SHOP
SHOPIFY INC
+$244.5K
2,996
+72%
增持
MCK
MCKESSON CORP
+$239.7K
2,945
+6%
建仓
INTU
INTUIT
+$239.0K
350
增持
SCHD
SCHWAB STRATEGIC TR
+$238.5K
212,732
+1%
增持
UNP
UNION PAC CORP
+$236.4K
21,097
+2%
清仓
JULT
AIM ETF PRODUCTS TRUST
-$233.2K
0
-100%
建仓
ITOT
ISHARES TR
+$231.1K
1,587
减持
CFR
CULLEN FROST BANKERS INC
-$230.7K
24,394
-6%
建仓
KLAC
KLA CORP
+$228.7K
212
清仓
AUGP
PGIM ROCK ETF TR
-$227.7K
0
-100%
清仓
STIP
ISHARES TR
-$225.2K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$223.1K
0
-100%
建仓
DELL
DELL TECHNOLOGIES INC
+$222.2K
1,567
增持
AMD
ADVANCED MICRO DEVICES INC
+$220.7K
7,116
+9%
增持
RPM
RPM INTL INC
+$219.5K
25,569
+0%
建仓
NEM
NEWMONT CORP
+$219.0K
2,598
清仓
LPLA
LPL FINL HLDGS INC
-$216.6K
0
-100%
增持
O
REALTY INCOME CORP
+$216.6K
60,932
+1%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$216.0K
4,789
建仓
HDV
ISHARES TR
+$213.4K
1,743
建仓
GHC
GRAHAM HLDGS CO
+$209.6K
178
减持
CVX
CHEVRON CORP NEW
+$209.4K
27,431
-3%
减持
EMR
EMERSON ELEC CO
-$205.6K
30,164
-3%
建仓
FPX
FIRST TR EXCHANGE-TRADED FD
+$204.9K
1,233
增持
NUE
NUCOR CORP
+$203.9K
21,833
+3%
清仓
MMM
3M CO
-$203.2K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$201.0K
0
-100%
增持
UDEC
INNOVATOR ETFS TRUST
+$200.2K
82,849
+1%
增持
FLRT
PACER FDS TR
+$197.0K
25,541
+20%
增持
BINC
BLACKROCK ETF TRUST II
+$190.9K
26,581
+15%
增持
IGRO
ISHARES TR
+$188.6K
86,510
+2%
增持
TDV
PROSHARES TR
+$178.2K
40,341
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$164.8K
13,846
+2%
增持
GLD
SPDR GOLD TR
+$162.2K
2,650
+4%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$157.7K
1,864
+26%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$156.7K
1,301
+78%
减持
FSK
FS KKR CAP CORP
-$155.3K
10,519
-30%
减持
CLOI
VANECK ETF TRUST
-$154.3K
162,667
-2%
减持
QUAL
ISHARES TR
-$152.9K
15,619
-11%
增持
BSEP
INNOVATOR ETFS TRUST
+$149.8K
38,376
+2%
减持
LOW
LOWES COS INC
+$149.3K
5,525
-1%
增持
IAGG
ISHARES TR
+$135.3K
22,791
+13%
减持
IWF
ISHARES TR
+$134.8K
3,379
-1%
减持
ABT
ABBOTT LABS
-$134.2K
4,820
-16%
减持
LMT
LOCKHEED MARTIN CORP
+$132.6K
5,051
-2%
增持
THRO
BLACKROCK ETF TRUST
+$130.6K
35,399
+4%
减持
ARM
ARM HOLDINGS PLC
-$130.0K
4,855
-4%
减持
MU
MICRON TECHNOLOGY INC
+$127.8K
2,955
-1%
增持
DOV
DOVER CORP
-$127.3K
12,386
+3%
