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WealthPlan Investment Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

WealthPlan Investment Management, LLC

报告期 2026-03-31 · CIK 0001929986

持仓数

458

前50大市值合计

$1.14B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM

$107.2M

422,306

9.4%

IVV ISHARES TR

CORE S&P500 ETF

$81.8M

125,181

7.2%

BFLB EA SERIES TRUST

BUFFERLABS US EQ

$52.1M

1,046,101

4.6%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$50.1M

156,274

4.4%

NVDA NVIDIA CORPORATION

COM

$48.1M

275,706

4.2%

IEMG ISHARES INC

CORE MSCI EMKT

$37.1M

531,492

3.3%

EPS WISDOMTREE TR

US LARGECAP FUND

$31.3M

459,137

2.7%

MSFT MICROSOFT CORP

COM

$30.0M

81,091

2.6%

JIRE J P MORGAN EXCHANGE TRADED F

INTRNL RES EQT

$27.6M

364,349

2.4%

GOOGL ALPHABET INC

CAP STK CL A

$26.7M

92,913

2.3%

GOOG ALPHABET INC

CAP STK CL C

$25.8M

89,805

2.3%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$25.2M

1,019,447

2.2%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$24.9M

51,873

2.2%

SPAB SPDR SERIES TRUST

STATE STREET SPD

$24.3M

948,018

2.1%

META META PLATFORMS INC

CL A

$24.0M

41,954

2.1%

JAVA J P MORGAN EXCHANGE TRADED F

ACTIVE VALUE ETF

$23.4M

325,895

2.1%

AGG ISHARES TR

CORE US AGGBD ET

$23.0M

231,674

2.0%

JGLO J P MORGAN EXCHANGE TRADED F

GLOBAL SEL EQUIT

$22.1M

338,342

1.9%

AGGY WISDOMTREE TR

YIELD ENHANCD US

$22.1M

507,625

1.9%

IVE ISHARES TR

S&P 500 VAL ETF

$21.7M

102,859

1.9%

JGRO J P MORGAN EXCHANGE TRADED F

ACTIVE GROWTH

$20.6M

243,522

1.8%

JCPB J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF

$19.2M

406,896

1.7%

WMT WALMART INC

COM

$18.4M

147,746

1.6%

— EXXON MOBIL CORP

COM

$17.8M

105,133

1.6%

IEFA ISHARES TR

CORE MSCI EAFE

$17.3M

191,382

1.5%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$17.1M

212,186

1.5%

AMZN AMAZON COM INC

COM

$16.8M

80,859

1.5%

CVX CHEVRON CORPORATION

COM

$16.2M

78,379

1.4%

PAAA PGIM ETF TR

AAA CLO ETF

$16.1M

314,049

1.4%

CASY CASEYS GEN STORES INC

COM

$15.5M

21,242

1.4%

JNJ JOHNSON & JOHNSON

COM

$14.7M

59,970

1.3%

AGGH SIMPLIFY EXCHANGE TRADED FUN

AGGREGATE BOND E

$14.6M

718,613

1.3%

MTBA SIMPLIFY EXCHANGE TRADED FUN

MBS ETF

$14.2M

286,783

1.2%

COST COSTCO WHOLESALE CORPORATION

COM

$13.8M

13,835

1.2%

JMEE J P MORGAN EXCHANGE TRADED F

SMALL & MID CAP

$13.2M

197,056

1.2%

HELO J P MORGAN EXCHANGE TRADED F

HEDGED EQUITY LA

$12.9M

201,764

1.1%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$12.8M

378,290

1.1%

BOXX EA SERIES TRUST

ALPHA ARCH 1-3

$12.8M

109,680

1.1%

DGRO ISHARES TR

CORE DIV GRWTH

$12.6M

179,952

1.1%

ABBV ABBVIE INC

COM

$12.0M

55,150

1.1%

HEQT SIMPLIFY EXCHANGE TRADED FUN

HEDGED EQUITY

$11.7M

371,916

1.0%

CLOI VANECK ETF TRUST

CLO ETF

$10.6M

200,819

0.9%

BIL SPDR SERIES TRUST

STATE STREET SPD

$10.5M

114,666

0.9%

QHY WISDOMTREE TR

US HGH YLD CORP

$10.4M

229,310

0.9%

AVGO BROADCOM INC

COM

$10.4M

33,588

0.9%

VMI VALMONT INDS INC

COM

$9.8M

24,641

0.9%

LLY ELI LILLY & CO

COM

$9.8M

10,667

0.9%

JFLX J P MORGAN EXCHANGE TRADED F

FLEXIBLE DEBT ET

$9.8M

197,158

0.9%

CAT CATERPILLAR INC

COM

$9.8M

13,770

0.9%

FTLS FIRST TR EXCH TRADED FD III

LNG/SHT EQUITY

$9.4M

133,010

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

33%前 6 大占比

AAPL9.4%IVV7.2%BFLB4.6%VTI4.4%NVDA4.2%IEMG3.3%