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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
$1.14B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q1
22Q3 调仓
2022-03-31 → 2022-09-30 · 共 150 项
建仓 21
增持 52
减持 62
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
IVOL
KRANESHARES TR
-$25.4M
213,233
-82%
建仓
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$22.7M
961,494
减持
SRLN
SSGA ACTIVE ETF TR
-$17.4M
117,860
-76%
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
ABBV
ABBVIE INC
+$16.2M
103,080
+1604%
增持
SCHP
SCHWAB STRATEGIC TR
+$13.8M
280,101
+1271%
减持
PII
POLARIS INC
-$13.0M
5,420
-96%
减持
LOW
LOWES COS INC
-$12.7M
20,173
-76%
减持
BOND
PIMCO ETF TR
-$11.9M
10,324
-92%
减持
XSOE
WISDOMTREE TR
-$11.8M
38,941
-91%
减持
INFL
LISTED FD TR
-$10.6M
10,343
-97%
建仓
FLTR
VANECK ETF TRUST
+$10.1M
406,207
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$10.0M
1,122,981
-29%
清仓
QPX
ADVISORSHARES TR
-$9.9M
0
-100%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$9.2M
227,813
+69%
清仓
—
FIRST TR EXCH TRADED FD III
-$9.0M
0
-100%
减持
DRSK
ETF SER SOLUTIONS
-$8.9M
14,724
-96%
增持
COWZ
PACER FDS TR
+$8.8M
507,240
+59%
建仓
IOCT
INNOVATOR ETFS TR
+$8.4M
354,797
建仓
RAAX
VANECK ETF TRUST
+$8.0M
318,537
减持
PMAY
INNOVATOR ETFS TR
-$7.8M
47,958
-85%
增持
AAPL
APPLE INC
-$7.5M
621,658
+3%
增持
PEP
PEPSICO INC
+$7.2M
125,037
+38%
增持
AVEM
AMERICAN CENTY ETF TR
+$6.6M
275,031
+101%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$6.6M
118,045
增持
IGRO
ISHARES TR
+$6.4M
258,180
+87%
减持
VTI
VANGUARD INDEX FDS
-$6.3M
172,940
-11%
增持
APD
AIR PRODS & CHEMS INC
+$6.3M
52,094
+20%
减持
PHDG
INVESCO ACTIVELY MANAGED ETF
-$6.2M
159,999
-52%
减持
DGRO
ISHARES TR
-$5.9M
492,655
-19%
减持
AGOX
STARBOARD INVT TR
-$5.8M
676,537
-26%
增持
GPC
GENUINE PARTS CO
+$5.7M
107,497
+0%
减持
META
META PLATFORMS INC
-$5.3M
54,810
-5%
减持
MOAT
VANECK ETF TRUST
-$5.2M
259,760
-20%
减持
PNOV
INNOVATOR ETFS TR
-$5.0M
8,659
-95%
建仓
XSEP
FIRST TR EXCHNG TRADED FD VI
+$4.8M
154,150
增持
CASY
CASEYS GEN STORES INC
+$4.6M
69,490
+12%
增持
AMZN
AMAZON COM INC
-$4.4M
114,516
+1858%
增持
WPC
WP CAREY INC
+$4.2M
271,993
+27%
减持
FTLS
FIRST TR EXCH TRADED FD III
-$4.2M
388,371
-18%
建仓
PAPR
INNOVATOR ETFS TR
+$4.2M
148,617
减持
AMAX
STARBOARD INVT TR
-$4.0M
1,905,274
-12%
增持
MINO
PIMCO ETF TR
+$3.8M
288,213
+45%
清仓
—
NEW AGE ALPHA TR
-$3.6M
0
-100%
减持
GBIL
GOLDMAN SACHS ETF TR
-$3.5M
6,000
-85%
增持
—
MEDTRONIC PLC
-$3.3M
186,618
+10%
减持
PFEB
INNOVATOR ETFS TR
-$3.3M
10,940
-92%
增持
GGG
GRACO INC
+$3.2M
245,042
+13%
增持
BKH
BLACK HILLS CORP
+$3.0M
287,147
+24%
减持
WFC
WELLS FARGO CO NEW
-$3.0M
35,735
-65%
增持
CVX
CHEVRON CORP NEW
+$2.7M
114,590
+5%
减持
DFEB
FIRST TR EXCHNG TRADED FD VI
-$2.6M
20,137
-79%
增持
TXN
TEXAS INSTRS INC
+$2.4M
80,670
+18%
建仓
FMC
FMC CORP
+$2.2M
17,456
增持
IVV
ISHARES TR
+$2.2M
27,415
+32%
减持
NVR
NVR INC
-$2.2M
57
-90%
增持
NUE
NUCOR CORP
+$2.2M
133,089
+16%
建仓
XBOC
INNOVATOR ETFS TR
+$2.2M
94,147
增持
VMI
VALMONT INDS INC
+$2.1M
26,274
+0%
减持
EFG
ISHARES TR
-$2.0M
20,148
-53%
增持
SYY
SYSCO CORP
+$2.0M
200,870
+15%
增持
DEO
DIAGEO PLC
+$2.0M
90,707
+19%
增持
GOOG
ALPHABET INC
-$1.9M
135,485
+2005%
建仓
AMN
AMN HEALTHCARE SVCS INC
+$1.8M
15,535
增持
JNJ
JOHNSON & JOHNSON
+$1.8M
122,136
+11%
减持
ESGU
ISHARES TR
-$1.8M
14,517
-56%
减持
ISRG
INTUITIVE SURGICAL INC
-$1.7M
2,309
-77%
增持
MINT
PIMCO ETF TR
+$1.7M
31,183
+132%
减持
INTC
INTEL CORP
-$1.7M
108,020
-1%
增持
MSM
MSC INDL DIRECT INC
+$1.7M
231,182
+8%
减持
COST
COSTCO WHSL CORP NEW
-$1.7M
27,876
-2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.7M
3,810
+382%
减持
MSFT
MICROSOFT CORP
-$1.6M
40,165
-3%
增持
CION
CION INVT CORP
+$1.6M
379,946
+88%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$1.5M
65,326
-64%
减持
—
CARNIVAL CORP
-$1.5M
42,719
-60%
清仓
DNOV
FIRST TR EXCHNG TRADED FD VI
-$1.4M
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$1.4M
55,473
+13%
增持
BKE
BUCKLE INC
+$1.3M
56,719
+38%
减持
PECO
PHILLIPS EDISON & CO INC
-$1.3M
7,632
-83%
减持
IWM
ISHARES TR
-$1.2M
1,355
-83%
建仓
VXF
VANGUARD INDEX FDS
+$1.2M
8,844
增持
XLV
SELECT SECTOR SPDR TR
+$1.2M
11,143
+310%
减持
MA
MASTERCARD INCORPORATED
-$1.2M
26,296
-7%
增持
—
NORWEGIAN CRUISE LINE HLDG L
+$1.1M
115,603
+244%
建仓
XGDVX
GABELLI DIVID & INCOME TR
+$1.1M
51,811
清仓
—
ASPEN TECHNOLOGY INC
-$1.1M
0
-100%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$1.1M
9,630
-52%
增持
TGT
TARGET CORP
-$1.1M
101,052
+39%
增持
GLD
SPDR GOLD TR
+$1.0M
9,039
+246%
减持
IVW
ISHARES TR
-$1.0M
162,822
-0%
增持
CSB
VICTORY PORTFOLIOS II
+$1.0M
84,203
+34%
增持
TSLA
TESLA INC
-$1.0M
15,243
+261%
减持
—
SPOTIFY TECHNOLOGY S A
-$1.0M
23,879
-14%
减持
PJUL
INNOVATOR ETFS TR
-$997.0K
171,666
-19%
清仓
UNOV
INNOVATOR ETFS TR
-$959.0K
0
-100%
建仓
EELV
INVESCO EXCH TRADED FD TR II
+$959.0K
41,753
减持
—
SHARECARE INC
-$922.0K
1,206,899
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$920.0K
128,557
+8%
增持
NFLX
NETFLIX INC
+$912.0K
3,732
+197%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$911.0K
15,603
+72%
减持
QQQ
INVESCO QQQ TR
-$905.0K
11,047
-14%
增持
SCHZ
SCHWAB STRATEGIC TR
+$888.0K
48,673
+69%
减持
RODM
LATTICE STRATEGIES TR
-$883.0K
70,016
-27%
减持
MO
ALTRIA GROUP INC
-$881.0K
41,414
-18%
建仓
MAIN
MAIN STR CAP CORP
+$833.0K
22,721
增持
SPBC
SIMPLIFY EXCHANGE TRADED FUN
+$829.0K
98,413
+96%
减持
SPAB
SPDR SER TR
-$816.0K
524,766
-2%
减持
FSK
FS KKR CAP CORP
-$815.0K
263,611
-4%
减持
DAUG
FIRST TR EXCHNG TRADED FD VI
-$795.0K
21,060
-52%
增持
MBB
ISHARES TR
+$752.0K
10,725
+295%
清仓
IRT
INDEPENDENCE RLTY TR INC
-$740.0K
0
-100%
减持
PCEF
INVESCO EXCH TRADED FD TR II
-$708.0K
11,985
-74%
减持
BSV
VANGUARD BD INDEX FDS
-$690.0K
3,682
-71%
减持
MNA
INDEXIQ ETF TR
-$675.0K
7,360
-74%
减持
DAPR
FIRST TR EXCHNG TRADED FD VI
-$646.0K
21,672
-49%
减持
MCD
MCDONALDS CORP
-$619.0K
8,360
-28%
减持
ROP
ROPER TECHNOLOGIES INC
-$601.0K
7,155
-9%
减持
PJAN
INNOVATOR ETFS TR
-$601.0K
160,658
-13%
清仓
—
SWITCH INC
-$558.0K
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
+$548.0K
448,433
+9%
建仓
SHYG
ISHARES TR
+$542.0K
13,096
增持
DDEC
FIRST TR EXCHNG TRADED FD VI
+$541.0K
40,401
+80%
减持
FXZ
FIRST TR EXCHANGE TRADED FD
-$528.0K
9,510
-41%
增持
VB
VANGUARD INDEX FDS
+$525.0K
18,437
+22%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$520.0K
7,556
+0%
建仓
BALT
INNOVATOR ETFS TR
+$514.0K
19,453
建仓
TSN
TYSON FOODS INC
+$504.0K
7,907
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$500.0K
59,830
+51%
减持
GOVT
ISHARES TR
-$499.0K
39,445
-33%
清仓
PBP
INVESCO EXCHANGE TRADED FD T
-$492.0K
0
-100%
清仓
FAD
FIRST TR MULTI CAP GROWTH AL
-$487.0K
0
-100%
增持
—
ETF SER SOLUTIONS
+$481.0K
95,409
+76%
减持
JNK
SPDR SER TR
-$473.0K
5,890
-43%
清仓
USHY
ISHARES TR
-$471.0K
0
-100%
减持
—
EXXON MOBIL CORP
+$470.0K
26,937
-1%
建仓
BUYW
NORTHERN LTS FD TR IV
+$468.0K
36,807
清仓
NYF
ISHARES TR
-$459.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$458.0K
6,133
-12%
清仓
IVT
INVENTRUST PPTYS CORP
-$456.0K
0
-100%
减持
LQD
ISHARES TR
-$455.0K
4,999
-44%
减持
SIXO
AIM ETF PRODUCTS TRUST
-$454.0K
124,656
-12%
建仓
SUN
SUNOCO LP/SUNOCO FIN CORP
+$453.0K
10,426
增持
O
REALTY INCOME CORP
+$453.0K
308,045
+12%
增持
AMGN
AMGEN INC
+$448.0K
6,096
+10%
减持
LMT
LOCKHEED MARTIN CORP
+$447.0K
26,400
-7%
建仓
SHY
ISHARES TR
+$447.0K
5,490
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$438.0K
73,636
-9%
清仓
FALN
ISHARES TR
-$437.0K
0
-100%
建仓
MTUM
ISHARES TR
+$431.0K
2,894
清仓
USIG
ISHARES TR
-$426.0K
0
-100%
