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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
增持 1
减持 108
清仓 41
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple Inc
-$48.7M
285,072
-54%
减持
BRK/B
Berkshire Hathaway Inc Class B
-$30.0M
37,016
-72%
减持
VTI
Vanguard Total Stock Market
-$29.1M
34,172
-80%
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。
减持
COWZ
Pacer Fds Tr Us Cash Cows 100
-$20.5M
134,850
-75%
减持
DGRO
iShares Core Dividend Growth ETF
-$18.1M
143,561
-71%
减持
BUFR
First Trust CBOE Vest Fund of Buffer ETF
-$15.8M
418,669
-62%
清仓
SCHF
SCHWAB STRATEGIC TR
-$15.7M
0
-100%
减持
HEQT
Simply Exchange traded Funds Hedged Equity
-$14.1M
365,823
-62%
清仓
IEMG
ISHARES INC
-$13.6M
0
-100%
清仓
SPAB
SPDR SER TR
-$13.5M
0
-100%
清仓
IVE
ISHARES TR
-$13.1M
0
-100%
减持
MOAT
VanEck Morningstar Wide Moat Research
-$12.4M
86,861
-66%
减持
WPC
W.P. Carey Inc.
-$11.6M
153,387
-44%
减持
JNJ
Johnson & Johnson
-$11.2M
58,570
-53%
清仓
SECT
NORTHERN LTS FD TR IV
-$11.2M
0
-100%
减持
IVV
iShares Core S&P 500
-$11.0M
1,520
-95%
减持
NUE
Nucor Corp
-$10.6M
77,153
-43%
减持
FTLS
First Tr Long/Short Equity
-$10.4M
182,009
-53%
减持
PEP
Pepsico Incorporated
-$10.0M
71,738
-45%
减持
ADM
Archer Daniels Midland Co
-$10.0M
117,842
-50%
减持
AGOX
Starboard Investment Trust Ada Ptive Growth Opp Etf
-$9.9M
204,394
-68%
减持
O
Realty Income Corp
-$9.7M
174,194
-44%
减持
CVX
Chevron Corp
-$9.6M
63,268
-46%
减持
AVEM
Avantis Emerging Markets Equity ETF
-$9.4M
105,725
-62%
减持
MSM
MSC Industrial Direct Co Inc
-$9.2M
130,314
-44%
减持
GPC
Genuine Parts Co
-$9.1M
60,734
-45%
减持
IGRO
iShares Intl Dividend Growth
-$9.0M
106,235
-58%
减持
ABT
Abbott Laboratories
-$8.7M
93,093
-44%
减持
TGT
Target Corporation
-$8.6M
55,061
-46%
减持
MINO
Pimco Etf Tr Muni Income Opp
-$8.4M
168,576
-53%
减持
BKH
Black Hills Corp
-$7.9M
171,236
-42%
减持
ABBV
AbbVie Inc
-$7.8M
64,649
-45%
减持
CHRW
C.H. Robinson Worldwide Inc.
-$7.7M
95,635
-42%
减持
CFR
Cullen Frost Bankers
-$7.6M
71,033
-38%
减持
GGG
Graco Inc
-$7.6M
135,978
-44%
减持
CASY
Caseys General Stores Inc
-$7.2M
39,735
-44%
减持
SYY
Sysco Corporation
-$7.0M
121,054
-42%
减持
AMZN
Amazon.com Inc
-$6.9M
43,374
-62%
减持
COST
Costco Wholesale Corp
-$6.8M
13,944
-48%
减持
APD
Air Products & Chemicals Inc
-$6.6M
29,473
-44%
减持
LMT
Lockheed Martin Corp
-$6.5M
10,845
-55%
减持
DEO
Diageo PLC ADR
-$6.3M
54,095
-42%
减持
AMAX
Starboard Invt Tr Rh Hedged Multi0Asset Income Etf
-$6.1M
1,180,918
-38%
减持
TXN
Texas Instruments Inc
-$6.0M
45,558
-44%
清仓
SPYM
SPDR SER TR
-$5.5M
0
-100%
减持
VZ
Verizon Communications
-$5.5M
204,325
-39%
减持
SCHD
Schwab US Dividend Equity
-$5.5M
15,867
-81%
清仓
FSK
FS KKR CAP CORP
-$5.3M
0
-100%
清仓
CSB
VICTORY PORTFOLIOS II
-$5.2M
0
-100%
减持
MSFT
Microsoft Corp
-$4.9M
20,778
-48%
减持
UMBF
UMB Financial Corp
-$4.8M
58,725
-34%
减持
GOOG
Alphabet Inc Class C
-$4.5M
78,237
-41%
减持
FTSM
First Tr Enhanced Short Maturity
-$4.4M
687
-99%
减持
JEPI
JPMorgan Equity Premium Income ETF
-$4.4M
50,278
-61%
减持
IOCT
Innovator ETFs TR Intl DV
-$4.4M
172,202
-51%
减持
JPM
JP Morgan Chase & Co.
-$4.3M
20,608
-58%
减持
CION
CION Investment Corporation
-$4.3M
2,907
-99%
减持
MA
Mastercard Inc
-$4.1M
14,055
-43%
减持
RAAX
VanEck Inflation Allocation ETF
-$3.8M
73,920
-67%
清仓
VB
VANGUARD INDEX FDS
-$3.8M
0
-100%
减持
LECO
Lincoln Electric Hldgs
-$3.7M
37,378
-35%
减持
UNP
Union Pacific Corp
-$3.7M
10,483
-63%
清仓
MINT
PIMCO ETF TR
-$3.7M
0
-100%
减持
IVOL
Quadratic Intrst Rt Vol & Infl H ETF
-$3.7M
36,755
-82%
清仓
XLF
SELECT SECTOR SPDR TR
-$3.5M
0
-100%
减持
STZ
Constellation Brands Inc
-$3.5M
22,000
-41%
清仓
AGGY
WISDOMTREE TR
-$3.5M
0
-100%
减持
XSVN
BondBloxx Bloomberg SevenYrTrgDurUSTrETF
-$3.3M
44,676
-61%
减持
SPYG
SPDR S&P 500 Growth ETF
-$3.3M
30,676
-66%
清仓
MCH
MATTHEWS ASIA FDS
-$3.3M
0
-100%
清仓
FEMS
FIRST TR EXCH TRD ALPHDX FD
-$3.2M
0
-100%
减持
TDV
Proshares TR S&P Tech Dividen
-$3.1M
64,342
-44%
减持
INTC
Intel Corp
-$3.1M
2,000
-98%
减持
DHR
Danaher Corp
-$3.1M
17,169
-40%
清仓
SPYD
SPDR SER TR
-$3.1M
0
-100%
减持
IVW
iShares S&P 500 Growth
-$3.0M
3,533
-93%
减持
QQQ
Invesco QQQ Trust Series 1
-$2.9M
299
-97%
清仓
GDX
VANECK ETF TRUST
-$2.8M
0
-100%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$2.7M
0
-100%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$2.6M
0
-100%
减持
MCHP
Microchip Technology Inc
-$2.5M
36,505
-45%
减持
BKE
Buckle Inc
-$2.5M
200
-100%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$2.4M
0
-100%
减持
V
Visa Inc
-$2.3M
5,122
-66%
清仓
—
NORWEGIAN CRUISE LINE HLDG L
-$2.3M
0
-100%
减持
—
Medtronic PLC
-$2.3M
19,185
-58%
清仓
DTH
WISDOMTREE TR
-$2.3M
0
-100%
清仓
XBOC
INNOVATOR ETFS TR
-$2.3M
0
-100%
清仓
NEAR
ISHARES U S ETF TR
-$2.1M
0
-100%
减持
SRLN
SPDR Blackstone / GSO Senior Loan ETF
-$2.0M
41,499
-54%
清仓
PNC
PNC FINL SVCS GROUP INC
-$2.0M
0
-100%
减持
EFG
iShares MSCI EAFE Growth ETF
-$2.0M
521
-98%
清仓
—
ETF SER SOLUTIONS
-$2.0M
0
-100%
减持
LOW
Lowe's Companies Inc
-$1.9M
10,996
-42%
减持
—
Exxon Mobil Corporation
-$1.9M
12,873
-54%
减持
PJAN
Innovator S&P 500 Power Buffer ETF 0 January
-$1.8M
106,467
-34%
减持
IUSB
iShares Core Total USD Bond Market
-$1.8M
2
-100%
减持
XSEP
FT CBOE Vest US Eqt Enc Md Bf ETF
-$1.8M
98,487
-36%
减持
BX
Blackstone Inc
-$1.8M
11,652
-60%
减持
GLD
SPDR Gold Shares
-$1.8M
508
-95%
清仓
DEM
WISDOMTREE TR
-$1.8M
0
-100%
减持
CAT
Caterpillar Inc
-$1.7M
890
-89%
减持
SPGI
S&P Global Inc
-$1.7M
4,147
-51%
减持
RODM
Hartford Multifactor Developed Markets (exUS)
-$1.7M
6,922
-90%
清仓
EFV
ISHARES TR
-$1.7M
0
-100%
减持
SWK
Stanley Black & Decker Inc
-$1.7M
14,000
-55%
减持
FSCO
FS Credit Opportunity Corp.
-$1.7M
34,455
-91%
减持
PHDG
Invesco S&P 500 Downside Hedged
-$1.6M
116,037
-29%
减持
TMO
Thermo Fisher Scientific Inc
-$1.6M
1,702
-62%
清仓
SCHX
SCHWAB STRATEGIC TR
-$1.6M
0
-100%
减持
PJUL
Innovator S&P 500 Power Buffer ETF 0 July
-$1.6M
123,247
-29%
减持
VBK
Vanguard Small0Cap Growth
-$1.6M
2,111
-76%
减持
XLV
SPDR Health Care Select Sector
-$1.5M
357
-97%
减持
DAL
Delta Air Lines
-$1.5M
354
-99%
减持
ROP
Roper Technologies Inc
-$1.5M
3,035
-54%
减持
FVD
First Trust Value Line Dividend Index Fund
-$1.4M
529
-99%
清仓
BSEP
INNOVATOR ETFS TR
-$1.4M
0
-100%
清仓
SPTM
SPDR SER TR
-$1.4M
0
-100%
清仓
ESGU
ISHARES TR
-$1.4M
0
-100%
减持
SPBC
SIMPLIFY EXCHANGE TRADED FDS SIMPLIFY US EQUITY PLUS GBT
-$1.4M
32,453
-66%
清仓
FEM
FIRST TR EXCH TRD ALPHDX FD
-$1.4M
0
-100%
减持
SPY
SPDR S&P 500 Trust
-$1.4M
2,323
-59%
清仓
BRSP
BRIGHTSPIRE CAPITAL INC
-$1.4M
0
-100%
减持
WMT
Walmart Inc
-$1.4M
390
-96%
减持
MO
Altria Group Inc
-$1.4M
10,920
-72%
减持
IJH
iShares Core S&P Mid0Cap ETF
-$1.3M
102
-98%
清仓
MBB
ISHARES TR
-$1.3M
0
-100%
清仓
IUSG
ISHARES TR
-$1.3M
0
-100%
增持
HSY
The Hershey Company
+$1.3M
19,008
+28%
减持
VXF
Vanguard Extended Market Index
-$1.3M
548
-94%
减持
FMC
FMC Corp
-$1.3M
6,965
-58%
减持
ADBE
Adobe Inc
-$1.3M
3,625
-49%
减持
—
ShareCare Inc A
-$1.3M
1,177,614
-2%
清仓
XGDVX
GABELLI DIVID & INCOME TR
-$1.3M
0
-100%
减持
DE
Deere & Company
-$1.3M
519
-85%
减持
MCD
McDonald's Corporation
-$1.2M
3,295
-60%
减持
WFC
Wells Fargo & Co
-$1.2M
12,846
-64%
减持
PAPR
Innovator S&P 500 Power Buffer ETF 0 April
-$1.2M
106,864
-29%
清仓
BXC
BLUELINX HLDGS INC
-$1.2M
0
-100%
清仓
IWN
ISHARES TR
-$1.2M
0
-100%
减持
TSLA
Tesla Inc
-$1.2M
10,851
-38%
减持
MRK
Merck & Co Inc
-$1.2M
1,699
-86%
减持
HD
Home Depot Inc
-$1.1M
410
-90%
减持
META
Meta Platforms Inc
-$1.1M
23,984
-31%
减持
PMAY
Innovator S&P 500 Power Buffer ETF 0 May
-$1.1M
13,629
-74%
清仓
VTV
VANGUARD INDEX FDS
-$1.1M
0
-100%
减持
AMN
AMN Healthcare Services Inc
-$1.1M
9,820
-51%
清仓
FXH
FIRST TR EXCHANGE TRADED FD
-$1.1M
0
-100%
减持
NSC
Norfolk Southern Corp
-$1.1M
25
-99%
清仓
AN
AUTONATION INC
-$1.0M
0
-100%
