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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 38
增持 34
减持 62
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
BFLB
EA SERIES TRUST
+$7.8M
153,277
减持
MSFT
MICROSOFT CORP
-$4.4M
20,278
-26%
减持
COWZ
PACER FDS TR
-$4.1M
112,037
-41%
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
+$4.1M
353,275
+30%
减持
NVDA
NVIDIA CORPORATION
-$2.6M
96,158
-13%
减持
AAPL
APPLE INC
+$2.4M
193,701
-2%
减持
UDEC
INNOVATOR ETFS TRUST
-$2.0M
29,520
-64%
增持
IVV
ISHARES TR
+$2.0M
23,573
+11%
减持
DECT
AIM ETF PRODUCTS TRUST
-$1.8M
27,367
-66%
减持
GAUG
FIRST TR EXCHNG TRADED FD VI
-$1.8M
24,550
-66%
减持
BDEC
INNOVATOR ETFS TRUST
-$1.8M
22,533
-63%
减持
UMAR
INNOVATOR ETFS TRUST
-$1.8M
24,023
-66%
减持
GOOG
ALPHABET INC
+$1.6M
28,511
-6%
增持
GOOGL
ALPHABET INC
+$1.5M
15,469
+13%
增持
IVE
ISHARES TR
+$1.5M
22,235
+41%
减持
COST
COSTCO WHSL CORP NEW
-$1.4M
9,072
-9%
增持
QQQ
INVESCO QQQ TR
+$1.4M
21,148
+9%
减持
QUAL
ISHARES TR
-$1.3M
8,750
-44%
增持
AMZN
AMAZON COM INC
+$1.2M
63,098
+4%
减持
SPY
SPDR S&P 500 ETF TR
-$1.2M
1,898
-49%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.2M
45,006
+20%
建仓
AGG
ISHARES TR
+$1.1M
11,171
减持
BRO
BROWN & BROWN INC
-$999.7K
30,491
-17%
减持
ALB
ALBEMARLE CORP
+$975.1K
20,110
-13%
减持
CASY
CASEYS GEN STORES INC
-$792.0K
8,784
-12%
减持
MSM
MSC INDL DIRECT INC
-$742.0K
37,088
-11%
减持
AGOX
STARBOARD INVT TR
-$699.5K
174,215
-6%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$686.2K
14,492
建仓
EPS
WISDOMTREE TR
+$671.8K
9,481
建仓
AGGY
WISDOMTREE TR
+$668.8K
15,182
增持
GLD
SPDR GOLD TR
+$651.2K
4,020
+52%
减持
GPC
GENUINE PARTS CO
-$635.5K
22,531
-8%
减持
O
REALTY INCOME CORP
-$633.5K
54,471
-11%
增持
AVEM
AMERICAN CENTY ETF TR
+$614.3K
89,320
+7%
减持
RPM
RPM INTL INC
-$605.5K
23,159
-9%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$591.0K
13,058
+63%
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$579.2K
6,241
建仓
STIP
ISHARES TR
+$572.0K
5,587
建仓
PAPR
INNOVATOR ETFS TRUST
+$561.0K
14,341
减持
FLBL
FRANKLIN TEMPLETON ETF TR
-$560.2K
132,134
-13%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$545.2K
0
-100%
减持
ABBV
ABBVIE INC
-$540.9K
20,417
-9%
减持
VOO
VANGUARD INDEX FDS
-$539.8K
902
-50%
建仓
SCUS
SCHWAB STRATEGIC TR
+$536.2K
21,293
增持
RGTI
RIGETTI COMPUTING INC
-$532.4K
72,500
+1%
清仓
SBUX
STARBUCKS CORP
-$527.2K
0
-100%
减持
GGG
GRACO INC
-$519.0K
34,801
-12%
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$515.0K
6,877
减持
SCHD
SCHWAB STRATEGIC TR
-$497.9K
193,573
-9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$495.0K
70,692
-1%
建仓
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$493.0K
9,779
建仓
PJUL
INNOVATOR ETFS TRUST
+$485.2K
10,450
建仓
JFLX
J P MORGAN EXCHANGE TRADED F
+$482.2K
9,601
建仓
—
MEDTRONIC PLC
+$481.3K
5,011
增持
MU
MICRON TECHNOLOGY INC
+$478.6K
3,409
+15%
减持
TXN
TEXAS INSTRS INC
-$478.0K
15,415
-10%
增持
DYNF
BLACKROCK ETF TRUST
+$470.8K
66,896
+10%
减持
EMR
EMERSON ELEC CO
-$468.1K
26,287
-13%
建仓
JGLO
J P MORGAN EXCHANGE TRADED F
+$467.1K
6,903
减持
VTI
VANGUARD INDEX FDS
-$465.0K
34,511
-6%
建仓
WTPI
WISDOMTREE TR
+$464.9K
14,078
建仓
AGGH
SIMPLIFY EXCHANGE TRADED FUN
+$461.5K
22,296
减持
BA
BOEING CO
-$456.8K
1,734
-55%
减持
BX
BLACKSTONE INC
-$450.6K
16,070
-6%
减持
ADBE
ADOBE INC
-$450.4K
4,587
-21%
增持
STXV
EA SERIES TRUST
+$449.9K
193,855
+4%
减持
APD
AIR PRODS & CHEMS INC
-$449.3K
8,601
-9%
增持
POCT
INNOVATOR ETFS TRUST
+$445.8K
24,541
+67%
减持
NKE
NIKE INC
-$440.3K
28,050
-12%
增持
PJAN
INNOVATOR ETFS TRUST
+$430.7K
17,768
+101%
清仓
—
INTERPUBLIC GROUP COS INC
-$429.3K
0
-100%
建仓
IEFA
ISHARES TR
+$429.3K
4,799
增持
AMD
ADVANCED MICRO DEVICES INC
+$423.0K
7,351
+3%
建仓
JAVA
J P MORGAN EXCHANGE TRADED F
+$416.0K
5,801
减持
VZ
VERIZON COMMUNICATIONS INC
-$415.9K
69,558
-6%
减持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$415.7K
93,014
-14%
增持
IEMG
ISHARES INC
+$404.4K
39,827
+16%
建仓
OMC
OMNICOM GROUP INC
+$394.5K
4,885
增持
SPYM
SPDR SERIES TRUST
+$393.9K
51,129
+8%
减持
GEV
GE VERNOVA INC
-$393.4K
495
-58%
减持
FTLS
FIRST TR EXCH TRADED FD III
-$391.4K
95,879
-7%
减持
SEMI
COLUMBIA ETF TR I
-$390.2K
88,205
-11%
建仓
UNH
UNITEDHEALTH GROUP INC
+$389.0K
1,178
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$381.9K
0
-100%
减持
MBSF
VALUED ADVISERS TR
-$367.9K
109,220
-12%
减持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
-$367.6K
304,854
-6%
增持
IVW
ISHARES TR
+$365.3K
66,096
+3%
清仓
QQQI
NEOS ETF TRUST
-$364.9K
0
-100%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$361.8K
54,551
+9%
减持
FLTR
VANECK ETF TRUST
-$359.6K
118,181
-10%
清仓
XYL
XYLEM INC
-$354.0K
0
-100%
建仓
PCFI
FUNDVANTAGE TR
+$342.0K
14,478
增持
STXG
EA SERIES TRUST
+$342.0K
137,908
+3%
减持
JNJ
JOHNSON & JOHNSON
+$333.2K
31,435
-6%
建仓
AXP
AMERICAN EXPRESS CO
+$331.9K
897
减持
NUE
NUCOR CORP
+$331.1K
20,158
-8%
清仓
HON
HONEYWELL INTL INC
-$328.0K
0
-100%
减持
LECO
LINCOLN ELEC HLDGS INC
-$322.8K
13,272
-11%
清仓
MRCP
PGIM ROCK ETF TR
-$316.8K
0
-100%
清仓
FDEC
FIRST TR EXCHNG TRADED FD VI
-$316.3K
0
-100%
增持
AVGO
BROADCOM INC
+$309.3K
8,416
+7%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$308.4K
0
-100%
增持
MRK
MERCK & CO INC
+$303.3K
10,701
+9%
建仓
QHY
WISDOMTREE TR
+$281.2K
6,056
增持
MCK
MCKESSON CORP
+$278.0K
3,113
+6%
减持
CFR
CULLEN FROST BANKERS INC
-$277.9K
22,227
-9%
建仓
QTUM
ETF SER SOLUTIONS
+$276.3K
2,520
增持
FLRT
PACER FDS TR
+$272.7K
31,464
+23%
减持
UNP
UNION PAC CORP
-$271.2K
20,385
-3%
建仓
QUBT
QUANTUM COMPUTING INC
+$271.1K
26,427
增持
XLV
SELECT SECTOR SPDR TR
+$268.4K
15,225
+1%
建仓
—
ACCENTURE PLC IRELAND
+$259.2K
966
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$250.4K
3,976
-6%
建仓
ISRG
INTUITIVE SURGICAL INC
+$245.8K
434
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$245.8K
0
-100%
增持
BKE
BUCKLE INC
-$244.2K
46,625
+0%
清仓
INTU
INTUIT
-$239.0K
0
-100%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$236.2K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$231.4K
26,431
-4%
减持
CLOI
VANECK ETF TRUST
-$231.1K
159,184
-2%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$229.8K
3,954
建仓
JMEE
J P MORGAN EXCHANGE TRADED F
+$229.3K
3,562
建仓
FSSL
FS SPECIALTY LENDING FD
+$229.1K
16,201
增持
V
VISA INC
+$227.0K
3,761
+18%
减持
INOD
INNODATA INC
-$226.3K
7,427
-5%
建仓
HYIN
WISDOMTREE TR
+$226.1K
14,232
减持
LMT
LOCKHEED MARTIN CORP
-$224.4K
4,749
-6%
减持
TDV
PROSHARES TR
-$221.7K
37,745
-6%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$220.5K
410,055
-4%
减持
SNPS
SYNOPSYS INC
-$219.3K
1,281
-23%
增持
KO
COCA COLA CO
+$218.9K
8,649
+49%
减持
LNG
CHENIERE ENERGY INC
-$218.8K
3,759
-7%
建仓
EMLC
VANECK ETF TRUST
+$216.9K
8,399
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$216.0K
0
-100%
建仓
PFFD
GLOBAL X FDS
+$213.3K
11,281
增持
TSLA
TESLA INC
+$209.7K
10,980
+3%
清仓
GHC
GRAHAM HLDGS CO
-$209.6K
0
-100%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$207.2K
943
建仓
LPLA
LPL FINL HLDGS INC
+$206.6K
579
建仓
HYLB
DBX ETF TR
+$205.1K
5,569
建仓
LRCX
LAM RESEARCH CORP
+$204.7K
1,196
增持
GLDM
WORLD GOLD TR
+$198.3K
15,412
+5%
增持
STXF
EA SERIES TRUST
+$185.2K
81,021
+3%
减持
AOS
SMITH A O CORP
-$166.0K
10,777
-11%
减持
BJAN
INNOVATOR ETFS TRUST
-$165.5K
4,349
-43%
减持
SHOP
SHOPIFY INC
-$164.2K
1,746
-42%
减持
ROP
ROPER TECHNOLOGIES INC
-$163.9K
1,562
-9%
清仓
FSK
FS KKR CAP CORP
-$157.0K
0
-100%
减持
ARM
ARM HOLDINGS PLC
-$156.8K
4,850
-0%
增持
IWF
ISHARES TR
+$156.6K
3,675
+9%
