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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 1
增持 75
减持 72
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple Inc
-$46.6M
6,555
-98%
减持
PEP
Pepsico Incorporated
-$12.9M
112
-100%
减持
NUE
Nucor Corp
-$11.9M
14
-100%
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
FLTR
VanEck Inv Grade Floating Rate ETF
-$11.8M
74
-100%
减持
O
Realty Income Corp
-$10.7M
3,247
-98%
减持
WPC
W.P. Carey Inc.
-$10.6M
7,879
-95%
减持
BKH
Black Hills Corp
-$10.3M
1,725
-99%
减持
CVX
Chevron Corp
-$10.3M
2,065
-97%
减持
GPC
Genuine Parts Co
-$10.2M
2
-100%
减持
GGG
Graco Inc
-$9.9M
81
-100%
减持
BUFR
First Trust CBOE Vest Fund of Buffer ETF
-$9.7M
2,958
-99%
减持
BRK/B
Berkshire Hathaway Inc Class B
-$9.7M
7,189
-81%
减持
SYY
Sysco Corporation
-$9.3M
419
-100%
减持
CHRW
C.H. Robinson Worldwide Inc.
-$9.3M
545
-99%
减持
TGT
Target Corporation
-$9.1M
502
-99%
减持
FTLS
First Tr Long/Short Equity
-$8.9M
16,558
-91%
减持
ABBV
AbbVie Inc
-$8.6M
7,430
-89%
减持
JNJ
Johnson & Johnson
-$8.6M
11,376
-81%
减持
CASY
Caseys General Stores Inc
-$8.6M
238
-99%
减持
HEQT
Simply Exchange traded Funds Hedged Equity
-$8.6M
2,022
-99%
减持
APD
Air Products & Chemicals Inc
-$8.5M
651
-98%
减持
VMI
Valmont Industries Inc
-$8.3M
3,018
-88%
减持
TXN
Texas Instruments Inc
-$8.2M
19,886
-56%
减持
VZ
Verizon Communications
-$7.9M
15
-100%
减持
MINO
Pimco Etf Tr Muni Income Opp
-$7.1M
1,582
-99%
减持
CFR
Cullen Frost Bankers
-$7.0M
1,750
-98%
增持
—
Green Plains Partners LP
+$6.9M
283,330
+1406%
减持
ABT
Abbott Laboratories
-$6.7M
44,849
-52%
减持
COST
Costco Wholesale Corp
-$6.6M
4,559
-67%
增持
MLPX
Global X MLP & Energy Infrastructure
+$6.5M
34,985
+61277%
增持
PCAR
Paccar Inc
+$6.5M
124,737
+7119%
减持
MOAT
VanEck Morningstar Wide Moat Research
-$6.4M
615
-99%
增持
NVR
NVR Inc
+$6.4M
848,524
+2293208%
增持
PBD
Invesco Global Clean Energy
+$6.2M
65,286
+3940%
减持
IGRO
iShares Intl Dividend Growth
-$6.1M
8,492
-92%
增持
PMAY
Innovator S&P 500 Power Buffer ETF - May
+$6.1M
34,985
+157%
增持
DDEC
First Tr Exchng Traded Fd Viii Ft Cboe Deep Bfr
+$6.1M
65,897
+664%
减持
MSM
MSC Industrial Direct Co Inc
-$5.9M
28,881
-78%
减持
LECO
Lincoln Electric Hldgs
-$5.9M
4,938
-87%
增持
REGL
Proshares Tr S&P Midcap 400 Div Aristocrats ETF
+$5.9M
848,524
+8339%
减持
MSFT
Microsoft Corp
-$5.9M
800
-96%
减持
GOOG
Alphabet Inc Class C
-$5.8M
9,315
-88%
减持
—
AstraZeneca PLC ADR
-$5.8M
581
-99%
增持
WERN
Werner Enterprises Inc
+$5.8M
253,376
+2114%
增持
RIVN
Rivian Automotive, Inc.
+$5.6M
221,079
+921063%
增持
CI
The Cigna Group
+$5.5M
25,061
+52110%
增持
BRK/A
Berkshire Hathaway Cl A
-$5.5M
1,500
+12400%
增持
—
Lucid Group Inc
+$5.5M
91,739
+91639%
增持
RBLX
Roblox Corp CL A
+$5.5M
80,954
+622623%
增持
PFEB
Innovator S&P 500 Power Buffer ETF - February
+$5.3M
91,739
+1099%
增持
MKL
Markel Corp
+$5.3M
221,079
+86598%
增持
DEO
Diageo PLC ADR
-$5.2M
61,400
+14%
增持
VYM
Vanguard High Dividend Yield
+$5.2M
33,099
+10612%
增持
PANW
Palo Alto Networks Com
+$5.2M
100,304
+167073%
增持
CMG
Chipotle Mexican Grill
+$5.1M
14,947
+747250%
减持
DGRO
iShares Core Dividend Growth ETF
-$5.1M
37,923
-74%
增持
TTD
The Trade Desk Inc Com Cl A
+$5.0M
28,881
+144305%
增持
BOND
PIMCO Total Return Active ETF
+$5.0M
64,958
+863%
增持
DOW
Dow Inc
+$4.8M
31,371
+268%
清仓
HSY
The Hershey Company
-$4.8M
0
-100%
增持
PFF
iShares Preferred & Income Securities ETF
+$4.7M
110,386
+1406%
增持
FDX
FedEx Corp
+$4.6M
33,099
+1182%
增持
NB
Niocorp Developments Ltd
+$4.6M
27,850
+2254%
减持
STZ
Constellation Brands Inc
-$4.6M
14,642
-33%
减持
AMAX
Starboard Invt Tr Rh Hedged Multi-Asset Income Etf
-$4.5M
98,165
-92%
增持
UPS
United Parcel Service Inc
+$4.4M
61,400
+10864%
增持
Z
Zillow Group Inc C
+$4.4M
57,693
+1503%
增持
MDLZ
Mondelez Intl Inc
+$4.4M
98,165
+2282%
增持
SOCL
Global X Social Media ETF
+$4.4M
118,227
+214858%
增持
SCHD
Schwab US Dividend Equity
+$4.4M
25,061
+58%
减持
IOCT
Innovator ETFs TR Intl DV
-$4.3M
200
-100%
增持
CINF
Cincinnati Financial
+$4.3M
75,462
+1869%
增持
TALO
Talos Energy
+$4.1M
14,408
+84653%
增持
IDV
iShares International Select Dividend
+$4.0M
110,386
+236%
增持
PSEP
Innovator S&P 500 Power Buffer ETF - September
+$4.0M
20,158
+143886%
增持
BHF
Brighthouse Finl Inc
+$4.0M
37,161
+530771%
增持
DFEB
FT Cboe Vest US Equity Deep Bffr ETF Feb
+$4.0M
118,227
+791%
增持
GPRE
Green Plains Inc
+$3.9M
22,085
+2140%
增持
VXF
Vanguard Extended Market Index
+$3.9M
37,161
+6681%
减持
ADM
Archer Daniels Midland Co
-$3.9M
80,954
-31%
减持
PJUL
Innovator S&P 500 Power Buffer ETF - July
-$3.9M
79
-100%
增持
—
Medtronic PLC
+$3.8M
31,371
+64%
减持
PHDG
Invesco S&P 500 Downside Hedged
-$3.7M
408
-100%
增持
DOV
Dover Corp
+$3.7M
6,900
+6173%
增持
MCD
McDonald's Corporation
+$3.7M
27,850
+745%
减持
PJAN
Innovator S&P 500 Power Buffer ETF - January
-$3.5M
1,070
-99%
减持
UMBF
UMB Financial Corp
-$3.4M
139
-100%
增持
—
Hologic Inc
+$3.4M
12,157
+422%
减持
TDV
Proshares TR S&P Tech Dividen
-$3.3M
2,714
-96%
增持
MGM
MGM Resorts International
+$3.3M
49,605
+66934%
增持
SOFI
Sofi Technologies Inc
+$3.2M
124,696
+29660%
减持
IVOL
Quadratic Intrst Rt Vol & Infl H ETF
+$3.2M
20,158
-45%
减持
LMT
Lockheed Martin Corp
-$3.1M
4,392
-60%
增持
MCHP
Microchip Technology Inc
+$3.1M
37,527
+3%
增持
COF
Capital One Financial Corp
+$2.9M
125,738
+79481%
增持
SWK
Stanley Black & Decker Inc
+$2.8M
22,085
+58%
增持
DVN
Devon Energy Corporation
+$2.7M
44,849
+11312%
增持
ES
Eversource Energy
+$2.7M
78,162
+15470%
减持
JPM
JP Morgan Chase & Co.
-$2.7M
17
-100%
增持
AGOX
Starboard Investment Trust Ada Ptive Growth Opp Etf
+$2.6M
283,330
+39%
增持
HD
Home Depot Inc
+$2.6M
80,544
+19545%
增持
WM
Waste Management Inc
+$2.6M
65,253
+8057%
减持
PFE
Pfizer Inc
-$2.6M
2,355
-96%
增持
—
Chargepoint Holdings
+$2.5M
85,799
+190%
增持
BA
Boeing Co
+$2.5M
100,208
+2118%
建仓
—
Magellan Midstream Partners LP
+$2.4M
6,007
减持
SIXO
Allianz IM U.S. Large Cap 6 Month Buffer ETF
-$2.4M
4
-100%
增持
XSEP
FT CBOE Vest US Eqt Enc Md Bf ETF
-$2.3M
183,460
+86%
减持
TSLA
Tesla Inc
-$2.2M
62
-99%
增持
ARCC
Ares Capital Corp
+$2.2M
125,738
+198%
减持
XSVN
BondBloxx Bloomberg SevenYrTrgDurUSTrETF
-$2.1M
1,484
-97%
减持
UNP
Union Pacific Corp
-$2.1M
828
-92%
减持
AVEM
Avantis Emerging Markets Equity ETF
-$2.1M
12,157
-89%
增持
AXP
American Express Co
+$2.1M
1,174,764
+3356369%
增持
WBD
Warner Bros Discovery Inc Series A
+$2.0M
15,454
+11018%
增持
TRV
The Travelers Companies Inc
+$2.0M
4,392
+4292%
增持
BBWI
Bath & Body Works Inc
+$2.0M
54,256
+115338%
减持
DHR
Danaher Corp
-$2.0M
6,028
-65%
增持
JEPI
JPMorgan Equity Premium Income ETF
+$1.9M
75,462
+50%
清仓
TLT
iShares Barclays 20 Yr Treasury Bond
-$1.9M
0
-100%
减持
RAAX
VanEck Inflation Allocation ETF
-$1.9M
5
-100%
增持
LW
Lamb Weston Holdings
+$1.8M
37,923
+1492%
增持
TWLO
Twilio Inc Cl A
+$1.7M
7,430
+52971%
增持
IVV
iShares Core S&P 500
+$1.7M
9,315
+513%
增持
ONL
Orion Office REIT Inc
+$1.7M
18,539
+132321%
减持
—
ShareCare Inc A
-$1.7M
90
-100%
增持
INFL
Horizon Kinetics Inflation Beneficiaries ETF
+$1.6M
7,189
+156%
增持
EFG
iShares MSCI EAFE Growth ETF
+$1.6M
18,539
+3458%
减持
SRLN
SPDR Blackstone / GSO Senior Loan ETF
-$1.5M
22,964
-45%
减持
—
Exxon Mobil Corporation
-$1.4M
168
-99%
增持
SPGI
S&P Global Inc
-$1.4M
5,000
+21%
减持
ADBE
Adobe Inc
-$1.4M
2
-100%
减持
MA
Mastercard Inc
-$1.4M
6,900
-51%
减持
SPYG
SPDR S&P 500 Growth ETF
-$1.4M
2,715
-91%
增持
GE
General Electric Company
+$1.4M
6,709
+4762%
减持
ROP
Roper Technologies Inc
-$1.3M
660
-78%
减持
ZLAB
Zai Lab Limited F Unsponsored Adr 1 Adr Reps Ord Shs
-$1.3M
48
-100%
增持
MFC
Manulife Financial Corp
+$1.2M
20,392
+7315%
增持
FDL
First TR Morningstar Divid Leaders Index
+$1.2M
7,879
+11660%
增持
DBA
Invesco DB Agriculture
+$1.1M
2,660
+333%
增持
LOW
Lowe's Companies Inc
+$1.0M
24,257
+121%
减持
TMO
Thermo Fisher Scientific Inc
-$966.9K
1,000
-41%
减持
AMGN
Amgen Inc
-$958.3K
460
-89%
减持
META
Meta Platforms Inc
-$948.3K
14,408
-40%
增持
GILD
Gilead Sciences Inc
+$893.1K
2,070
+121%
减持
ADSK
Autodesk Inc
-$874.1K
1,985
-53%
减持
V
Visa Inc
-$852.4K
3,466
-32%
减持
FMC
FMC Corp
-$849.4K
18
-100%
减持
AMN
AMN Healthcare Services Inc
-$813.4K
52
-99%
减持
SPY
SPDR S&P 500 Trust
-$798.7K
1,968
-15%
