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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 32
增持 69
减持 40
清仓 9
方向
标的
Δ市值
现股数(环比)
清仓
BKH
BLACK HILLS CORP
-$8.9M
0
-100%
减持
DEO
DIAGEO PLC
-$7.3M
4,646
-91%
建仓
NEE
NEXTERA ENERGY INC
+$6.7M
110,214
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。
建仓
RPM
RPM INTL INC
+$6.5M
58,223
建仓
VUSB
VANGUARD BD INDEX FDS
+$6.4M
130,106
减持
AAPL
APPLE INC
+$5.9M
275,686
-0%
建仓
ALB
ALBEMARLE CORP
+$5.6M
38,480
建仓
ICOW
PACER FDS TR
+$4.8M
152,463
清仓
IOCT
INNOVATOR ETFS TR
-$4.3M
0
-100%
建仓
USFR
WISDOMTREE TR
+$3.0M
60,184
减持
O
REALTY INCOME CORP
-$2.4M
111,007
-37%
建仓
GNOV
FIRST TR EXCHNG TRADED FD VI
+$2.2M
70,407
建仓
PAUG
INNOVATOR ETFS TR
+$2.2M
65,887
增持
LECO
LINCOLN ELEC HLDGS INC
+$2.2M
43,388
+9%
建仓
PDEC
INNOVATOR ETFS TR
+$2.1M
59,692
增持
GGG
GRACO INC
+$2.1M
129,362
+3%
减持
FLTR
VANECK ETF TRUST
-$2.1M
449,990
-15%
增持
XSVN
BONDBLOXX ETF TRUST
+$1.7M
89,327
+57%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.6M
50,858
+7%
建仓
DECT
AIM ETF PRODUCTS TRUST
+$1.6M
56,305
增持
MSFT
MICROSOFT CORP
+$1.5M
21,527
+3%
减持
WPC
WP CAREY INC
+$1.5M
154,911
-2%
减持
XSEP
FIRST TR EXCHNG TRADED FD VI
-$1.4M
50,688
-46%
增持
NUE
NUCOR CORP
+$1.4M
74,505
+0%
减持
NAPR
INNOVATOR ETFS TR
-$1.4M
40,705
-46%
建仓
NOW
SERVICENOW INC
+$1.3M
1,858
增持
ABT
ABBOTT LABS
+$1.3M
93,780
+1%
减持
COST
COSTCO WHSL CORP NEW
+$1.3M
13,961
-1%
减持
PJAN
INNOVATOR ETFS TR
-$1.3M
60,040
-40%
增持
META
META PLATFORMS INC
+$1.2M
22,368
+1%
增持
VTI
VANGUARD INDEX FDS
+$1.2M
35,341
+4%
增持
AMZN
AMAZON COM INC
+$1.2M
46,113
+0%
增持
DGRO
ISHARES TR
+$1.2M
133,895
+10%
减持
CFR
CULLEN FROST BANKERS INC
-$1.2M
54,178
-30%
增持
NKE
NIKE INC
+$1.1M
72,678
+2%
增持
MOAT
VANECK ETF TRUST
+$1.0M
81,715
+5%
增持
PJUL
INNOVATOR ETFS TR
+$1.0M
136,270
+17%
建仓
MINT
PIMCO ETF TR
+$993.4K
9,955
增持
AMAX
STARBOARD INVT TR
+$970.2K
1,388,038
+4%
建仓
JHID
JOHN HANCOCK EXCHANGE TRADED
+$966.5K
34,205
减持
SIXO
AIM ETF PRODUCTS TRUST
-$959.5K
47,081
-45%
清仓
ADSK
AUTODESK INC
-$952.6K
0
-100%
清仓
IDV
ISHARES TR
-$929.7K
0
-100%
增持
ABBV
ABBVIE INC
+$928.1K
69,754
+5%
增持
—
ASTRAZENECA PLC
+$920.8K
98,333
+17%
增持
IGRO
ISHARES TR
+$824.7K
107,919
+4%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$802.9K
46,894
+7%
增持
TDV
PROSHARES TR
+$794.5K
73,917
+6%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$777.0K
6,028
-60%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$776.0K
388,500
-0%
增持
CASY
CASEYS GEN STORES INC
+$759.6K
40,891
+6%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$756.6K
179,745
+2%
增持
MINO
PIMCO ETF TR
+$724.7K
198,734
+3%
减持
WFC
WELLS FARGO CO NEW
-$687.4K
10,137
-65%
增持
BX
BLACKSTONE INC
+$682.3K
17,442
+17%
增持
PHDG
INVESCO ACTIVELY MANAGED ETF
+$676.1K
130,828
+7%
减持
GOOG
ALPHABET INC
+$619.4K
78,595
-1%
增持
TXN
TEXAS INSTRS INC
+$618.3K
50,283
+1%
增持
JPM
JPMORGAN CHASE & CO
+$613.9K
22,881
+1%
增持
AVEM
AMERICAN CENTY ETF TR
+$601.7K
110,212
+4%
增持
COWZ
PACER FDS TR
+$593.3K
125,478
+5%
减持
VZ
VERIZON COMMUNICATIONS INC
-$584.4K
197,687
-20%
增持
MSM
MSC INDL DIRECT INC
+$552.8K
126,395
+1%
增持
SPGI
S&P GLOBAL INC
+$504.5K
4,812
+9%
增持
ADBE
ADOBE INC
+$477.0K
4,061
+6%
减持
LMT
LOCKHEED MARTIN CORP
+$447.5K
11,116
-1%
减持
UNP
UNION PAC CORP
+$435.8K
10,468
-0%
减持
MA
MASTERCARD INCORPORATED
+$424.6K
14,354
-0%
增持
CLOI
VANECK ETF TRUST
+$422.9K
167,957
+5%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$420.2K
119,157
-0%
清仓
PII
POLARIS INC
-$412.0K
0
-100%
增持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$410.5K
355,135
+1%
建仓
QQQ
INVESCO QQQ TR
+$379.6K
927
建仓
SGOL
ABRDN GOLD ETF TRUST
+$375.5K
19,021
增持
LULU
LULULEMON ATHLETICA INC
+$367.1K
2,289
+10%
减持
—
MEDTRONIC PLC
-$365.7K
3,130
-61%
减持
PFE
PFIZER INC
-$358.6K
63,364
-4%
增持
USB
US BANCORP DEL
+$344.1K
13,092
+95%
减持
STZ
CONSTELLATION BRANDS INC
-$337.5K
22,021
-2%
增持
BA
BOEING CO
+$334.7K
4,716
+1%
增持
CVX
CHEVRON CORP NEW
-$320.6K
69,541
+10%
减持
BP
BP PLC
-$318.4K
7,321
-51%
增持
NVDA
NVIDIA CORPORATION
+$310.0K
3,226
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$305.7K
35,456
+1%
减持
APD
AIR PRODS & CHEMS INC
-$304.8K
28,645
-0%
建仓
VV
VANGUARD INDEX FDS
+$302.1K
1,385
建仓
KO
COCA COLA CO
+$299.0K
5,074
减持
VMI
VALMONT INDS INC
-$291.1K
24,028
-2%
建仓
VTV
VANGUARD INDEX FDS
+$263.0K
1,759
清仓
Z
ZILLOW GROUP INC
-$262.5K
0
-100%
清仓
MKC
MCCORMICK & CO INC
-$262.2K
0
-100%
清仓
GNRC
GENERAC HLDGS INC
-$261.5K
0
-100%
建仓
SQM
SOCIEDAD QUIMICA Y MINERA DE
+$257.9K
4,282
建仓
DIS
DISNEY WALT CO
+$252.5K
2,796
增持
ROP
ROPER TECHNOLOGIES INC
+$251.4K
3,300
+3%
清仓
—
CHARGEPOINT HOLDINGS INC
-$251.4K
0
-100%
减持
UMBF
UMB FINL CORP
-$246.0K
61,917
-29%
减持
SEMI
COLUMBIA ETF TR I
+$244.9K
156,448
-7%
增持
—
EXXON MOBIL CORP
-$243.9K
13,862
+0%
减持
IVOL
KRANESHARES TR
-$240.3K
11,769
-50%
增持
SPYG
SPDR SER TR
+$228.2K
31,009
+3%
增持
DHR
DANAHER CORPORATION
-$226.1K
18,614
+2%
建仓
IWM
ISHARES TR
+$224.6K
1,119
建仓
SPYM
SPDR SER TR
+$222.0K
3,971
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$221.7K
3,220
-20%
增持
V
VISA INC
+$219.8K
5,759
+4%
减持
TSN
TYSON FOODS INC
-$218.5K
10,412
-32%
建仓
GM
GENERAL MTRS CO
+$217.9K
6,066
减持
SQ
BLOCK INC
+$213.5K
6,548
-1%
建仓
QUAL
ISHARES TR
+$212.9K
1,447
建仓
HD
HOME DEPOT INC
+$211.4K
610
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$210.1K
2,255
+16%
建仓
DE
DEERE & CO
+$207.5K
519
减持
MO
ALTRIA GROUP INC
-$206.8K
6,600
-41%
建仓
NLOP
NET LEASE OFFICE PROPERTIES
+$206.0K
11,147
增持
PEP
PEPSICO INC
+$205.8K
71,228
+1%
建仓
RODM
LATTICE STRATEGIES TR
+$201.3K
7,343
建仓
BOXX
EA SERIES TRUST
+$200.7K
1,909
减持
SWK
STANLEY BLACK & DECKER INC
-$198.9K
2,316
-55%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$190.3K
66,247
+3%
增持
TLT
ISHARES TR
+$189.4K
18,093
+0%
增持
GPC
GENUINE PARTS CO
-$188.2K
65,148
+2%
增持
UBER
UBER TECHNOLOGIES INC
+$188.2K
9,784
+9%
减持
NFLX
NETFLIX INC
+$182.4K
1,814
-2%
减持
BOND
PIMCO ETF TR
-$181.6K
3,101
-42%
增持
—
CRISPR THERAPEUTICS AG
+$179.4K
9,663
+3%
减持
AGOX
STARBOARD INVT TR
+$175.5K
178,859
-3%
增持
DGRW
WISDOMTREE TR
+$174.0K
16,293
+7%
增持
GOLF
ACUSHNET HLDGS CORP
+$159.1K
15,451
+0%
减持
LOW
LOWES COS INC
-$155.5K
8,384
-14%
增持
VLTO
VERALTO CORP
+$150.5K
4,938
+63%
增持
LNG
CHENIERE ENERGY INC
+$145.2K
5,927
+14%
减持
MCD
MCDONALDS CORP
-$136.2K
2,421
-25%
增持
FMC
FMC CORP
+$133.1K
10,596
+33%
建仓
CION
CION INVT CORP
+$130.3K
11,518
增持
REGL
PROSHARES TR
+$125.0K
11,831
+6%
增持
SCHD
SCHWAB STRATEGIC TR
+$122.6K
15,088
+4%
增持
DNL
WISDOMTREE TR
+$118.2K
21,920
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$117.1K
2,292
+1%
增持
IVV
ISHARES TR
+$108.4K
1,556
+5%
增持
TGT
TARGET CORP
+$100.1K
2,343
+11%
增持
LLY
ELI LILLY & CO
+$96.0K
2,072
+0%
增持
ARCC
ARES CAPITAL CORP
+$91.8K
50,539
+7%
增持
F
FORD MTR CO DEL
+$90.4K
24,484
+46%
增持
AMN
AMN HEALTHCARE SVCS INC
+$90.4K
13,998
+24%
增持
WMT
WALMART INC
+$83.9K
45,521
+3%
增持
ISRG
INTUITIVE SURGICAL INC
+$79.3K
1,170
+8%
建仓
BRSP
BRIGHTSPIRE CAPITAL INC
+$79.1K
10,628
减持
SRLN
SSGA ACTIVE ETF TR
-$73.5K
13,096
-12%
建仓
DCTH
DELCATH SYS INC
+$72.6K
17,443
