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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 6
增持 17
减持 84
清仓 43
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$13.0M
156,423
-19%
减持
PAAA
PGIM ETF TR
-$12.0M
119,872
-66%
减持
NVDA
NVIDIA CORPORATION
-$7.7M
58,871
-39%
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
STXG
EA SERIES TRUST
-$7.0M
0
-100%
清仓
STXV
EA SERIES TRUST
-$6.5M
0
-100%
减持
MSFT
MICROSOFT CORP
-$4.6M
14,035
-31%
增持
IVV
ISHARES TR
+$4.4M
31,516
+34%
减持
AMZN
AMAZON COM INC
-$4.2M
49,760
-21%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.6M
66,603
-6%
清仓
STXF
EA SERIES TRUST
-$3.6M
0
-100%
减持
GOOG
ALPHABET INC
-$3.5M
18,966
-33%
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$3.2M
0
-100%
清仓
STXK
EA SERIES TRUST
-$3.0M
0
-100%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$2.7M
335,657
-18%
减持
TSLA
TESLA INC
-$2.7M
6,117
-44%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$2.7M
0
-100%
减持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
-$2.6M
227,169
-25%
清仓
PNC
PNC FINL SVCS GROUP INC
-$2.6M
0
-100%
减持
SPYG
SPDR SERIES TRUST
-$2.3M
39,018
-32%
清仓
STXT
EA SERIES TRUST
-$2.3M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$2.3M
17,385
-45%
减持
WMT
WALMART INC
-$2.2M
40,210
-38%
减持
VTI
VANGUARD INDEX FDS
-$2.2M
29,125
-16%
建仓
CORO
BLACKROCK ETF TRUST
+$2.2M
68,626
增持
EPS
WISDOMTREE TR
+$2.2M
41,932
+342%
建仓
ACWX
ISHARES TR
+$2.0M
29,881
减持
FTLS
FIRST TR EXCH TRADED FD III
-$1.9M
70,201
-27%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$1.9M
31,260
+355%
建仓
GOVT
ISHARES TR
+$1.8M
78,580
减持
QQQ
INVESCO QQQ TR
-$1.8M
19,422
-8%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.7M
7,326
-54%
清仓
IWF
ISHARES TR
-$1.7M
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.7M
9,963
-29%
减持
AVGO
BROADCOM INC
-$1.7M
3,910
-54%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.7M
50,583
+249%
增持
AGG
ISHARES TR
+$1.7M
28,250
+153%
减持
LLY
ELI LILLY & CO
-$1.7M
800
-64%
减持
META
META PLATFORMS INC
-$1.6M
5,325
-25%
减持
JPM
JPMORGAN CHASE & CO
-$1.6M
18,962
-15%
清仓
RGTI
RIGETTI COMPUTING INC
-$1.6M
0
-100%
增持
JGLO
J P MORGAN EXCHANGE TRADED F
+$1.6M
31,746
+360%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$1.6M
92,584
-18%
增持
—
EXXON MOBIL CORP
+$1.6M
17,781
+50%
减持
BX
BLACKSTONE INC
-$1.6M
7,883
-51%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$1.5M
27,388
+372%
清仓
FLRT
PACER FDS TR
-$1.5M
0
-100%
减持
AGOX
STARBOARD INVT TR
-$1.4M
133,619
-23%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$1.4M
22,953
+268%
减持
ADBE
ADOBE INC
-$1.3M
1,164
-75%
减持
IEMG
ISHARES INC
-$1.3M
19,486
-51%
增持
BFLB
EA SERIES TRUST
+$1.3M
182,749
+19%
减持
MOAT
VANECK ETF TRUST
-$1.2M
32,174
-23%
减持
IGRO
ISHARES TR
-$1.2M
66,977
-19%
减持
IVW
ISHARES TR
-$1.2M
61,341
-7%
减持
NUE
NUCOR CORP
-$1.2M
12,542
-38%
建仓
BLCR
BLACKROCK ETF TRUST
+$1.2M
28,380
减持
GPC
GENUINE PARTS CO
-$1.2M
15,218
-32%
清仓
—
EA SERIES TRUST
-$1.2M
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.1M
2,091
-72%
减持
BRO
BROWN & BROWN INC
-$1.1M
19,992
-34%
增持
IEFA
ISHARES TR
+$1.1M
16,988
+254%
减持
MA
MASTERCARD INCORPORATED
-$1.1M
3,551
-29%
减持
GOOGL
ALPHABET INC
-$1.0M
13,203
-15%
增持
SPYM
SPDR SERIES TRUST
+$1.0M
67,180
+31%
减持
EFV
ISHARES TR
-$1.0M
20,418
-43%
减持
EMR
EMERSON ELEC CO
-$998.5K
19,007
-28%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$997.9K
2,657
-33%
减持
NOBL
PROSHARES TR
-$997.3K
3,275
-75%
减持
INTC
INTEL CORP
-$983.7K
12,307
-70%
减持
PEP
PEPSICO INC
-$971.1K
17,591
-32%
清仓
SPYV
SPDR SERIES TRUST
-$968.2K
0
-100%
减持
ABBV
ABBVIE INC
-$964.4K
17,015
-17%
清仓
STXE
EA SERIES TRUST
-$950.4K
0
-100%
减持
COWZ
PACER FDS TR
-$910.4K
93,204
-17%
减持
DGRO
ISHARES TR
-$874.5K
215,150
-6%
减持
GLDM
WORLD GOLD TR
-$865.2K
4,860
-68%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$857.7K
16,280
+357%
减持
SEMI
COLUMBIA ETF TR I
-$841.8K
64,426
-27%
减持
NKE
NIKE INC
-$823.3K
18,246
-35%
减持
RPM
RPM INTL INC
-$787.8K
16,305
-30%
建仓
AMAT
APPLIED MATLS INC
+$759.8K
2,223
减持
GGG
GRACO INC
-$754.6K
24,784
-29%
减持
TXN
TEXAS INSTRS INC
-$751.0K
9,907
-36%
减持
TDV
PROSHARES TR
-$742.2K
29,817
-21%
清仓
IWO
ISHARES TR
-$742.0K
0
-100%
减持
MSM
MSC INDL DIRECT INC
-$741.2K
25,771
-31%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$717.6K
887
-53%
减持
DYNF
BLACKROCK ETF TRUST
-$705.0K
57,802
-14%
减持
FLBL
FRANKLIN TEMPLETON ETF TR
-$704.4K
103,921
-21%
减持
LECO
LINCOLN ELEC HLDGS INC
-$694.5K
9,980
-25%
减持
AMGN
AMGEN INC
-$689.0K
6,780
-28%
清仓
IWP
ISHARES TR
-$687.4K
0
-100%
减持
VLTO
VERALTO CORP
-$678.0K
3,807
-63%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$664.8K
654
-67%
清仓
NOW
SERVICENOW INC
-$655.8K
0
-100%
减持
O
REALTY INCOME CORP
-$629.7K
39,897
-27%
减持
MBSF
VALUED ADVISERS TR
-$628.0K
85,179
-22%
增持
JFLX
J P MORGAN EXCHANGE TRADED F
+$622.3K
22,236
+132%
清仓
UBER
UBER TECHNOLOGIES INC
-$616.6K
0
-100%
减持
ORCL
ORACLE CORP
-$604.0K
4,000
-35%
清仓
IWD
ISHARES TR
-$597.8K
0
-100%
减持
IVE
ISHARES TR
-$579.9K
19,585
-12%
减持
SPGI
S&P GLOBAL INC
-$579.1K
1,253
-41%
清仓
IWB
ISHARES TR
-$575.8K
0
-100%
减持
CFR
CULLEN FROST BANKERS INC
-$574.4K
16,342
-26%
清仓
STIP
ISHARES TR
-$572.0K
0
-100%
减持
TSN
TYSON FOODS INC
-$572.0K
35,844
-27%
减持
FLTR
VANECK ETF TRUST
-$568.8K
95,859
-19%
减持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$547.9K
71,568
-23%
减持
DOV
DOVER CORP
-$538.2K
7,719
-30%
清仓
IWN
ISHARES TR
-$537.8K
0
-100%
清仓
SCUS
SCHWAB STRATEGIC TR
-$536.2K
0
-100%
清仓
ARM
ARM HOLDINGS PLC
-$530.2K
0
-100%
减持
ICOW
PACER FDS TR
-$515.9K
62,488
-24%
减持
CVX
CHEVRON CORPORATION
+$501.7K
21,895
-17%
增持
SHLD
GLOBAL X FDS
+$500.8K
15,484
+68%
清仓
IWS
ISHARES TR
-$493.3K
0
-100%
清仓
EMB
ISHARES TR
-$486.4K
0
-100%
清仓
—
MEDTRONIC PLC
-$481.3K
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$475.6K
1,472
-57%
增持
KO
COCA COLA CO
+$474.5K
14,190
+64%
增持
AVEM
AMERICAN CENTY ETF TR
+$469.2K
91,196
+2%
清仓
QCOM
QUALCOMM INC
-$465.1K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$455.0K
2,168
-58%
减持
VZ
VERIZON COMMUNICATIONS INC
-$444.6K
47,580
-32%
清仓
MDYG
SPDR SERIES TRUST
-$436.8K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
+$427.1K
186,988
-3%
减持
APD
AIR PRODUCTS AND CHEMICALS I
-$424.4K
5,853
-32%
清仓
MDYV
SPDR SERIES TRUST
-$414.7K
0
-100%
减持
MRK
MERCK & CO INC
-$410.2K
5,954
-44%
清仓
AMP
AMERIPRISE FINL INC
-$405.5K
0
-100%
建仓
TMUS
T-MOBILE US INC
+$403.6K
1,922
清仓
SPSM
SPDR SERIES TRUST
-$399.9K
0
-100%
清仓
USMV
ISHARES TR
-$391.7K
0
-100%
减持
LULU
LULULEMON ATHLETICA INC
-$391.5K
1,568
-48%
清仓
VUG
VANGUARD INDEX FDS
-$383.5K
0
-100%
清仓
SLYV
SPDR SERIES TRUST
-$382.3K
0
-100%
清仓
INOD
INNODATA INC
-$378.4K
0
-100%
减持
ROP
ROPER TECHNOLOGIES INC
-$376.1K
902
-42%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$375.1K
0
-100%
减持
ALB
ALBEMARLE CORP
-$374.6K
13,757
-32%
减持
DECT
AIM ETF PRODUCTS TRUST
-$366.7K
17,907
-35%
清仓
TJX
TJX COS INC NEW
-$364.4K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$361.1K
0
-100%
清仓
SLYG
SPDR SERIES TRUST
-$359.7K
0
-100%
清仓
IJR
ISHARES TR
-$354.1K
0
-100%
减持
UDEC
INNOVATOR ETFS TRUST
-$352.9K
21,042
-29%
减持
BDEC
INNOVATOR ETFS TRUST
-$347.7K
16,021
-29%
清仓
PCFI
FUNDVANTAGE TR
-$342.0K
0
-100%
清仓
REGL
PROSHARES TR
-$341.0K
0
-100%
