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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 16
增持 63
减持 46
清仓 25
方向
标的
Δ市值
现股数(环比)
建仓
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$16.1M
658,900
建仓
XHLF
BONDBLOXX ETF TRUST
+$11.3M
223,693
清仓
AMAX
STARBOARD INVT TR
-$10.6M
0
-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。
建仓
BRO
BROWN & BROWN INC
+$9.3M
105,895
清仓
MINO
PIMCO ETF TR
-$9.0M
0
-100%
建仓
GDEC
FIRST TR EXCHNG TRADED FD VI
+$6.9M
218,581
减持
AAPL
APPLE INC
-$6.2M
273,423
-1%
减持
VUSB
VANGUARD BD INDEX FDS
-$5.7M
15,762
-88%
建仓
FJAN
FIRST TR EXCHNG TRADED FD VI
+$5.6M
133,979
建仓
FEBT
AIM ETF PRODUCTS TRUST
+$5.6M
179,888
清仓
PJUL
INNOVATOR ETFS TR
-$4.9M
0
-100%
减持
UMBF
UMB FINL CORP
-$4.7M
5,897
-90%
减持
PHDG
INVESCO ACTIVELY MANAGED ETF
-$4.2M
6,267
-95%
建仓
FEBW
AIM ETF PRODUCTS TRUST
+$4.1M
142,787
增持
WMT
WALMART INC
+$3.7M
180,802
+297%
增持
PDEC
INNOVATOR ETFS TRUST
+$3.4M
151,140
+153%
减持
META
META PLATFORMS INC
+$2.4M
21,274
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.4M
35,717
+1%
清仓
GNOV
FIRST TR EXCHNG TRADED FD VI
-$2.2M
0
-100%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$2.2M
34,969
清仓
PAUG
INNOVATOR ETFS TR
-$2.2M
0
-100%
减持
FTLS
FIRST TR EXCH TRADED FD III
-$2.2M
128,639
-28%
增持
XSVN
BONDBLOXX ETF TRUST
+$2.1M
135,855
+52%
减持
MOAT
VANECK ETF TRUST
-$2.0M
54,725
-33%
增持
CLOI
VANECK ETF TRUST
+$1.9M
201,538
+20%
清仓
XSEP
FIRST TR EXCHNG TRADED FD VI
-$1.8M
0
-100%
清仓
NAPR
INNOVATOR ETFS TR
-$1.8M
0
-100%
减持
ICOW
PACER FDS TR
-$1.8M
93,582
-39%
减持
ABBV
ABBVIE INC
+$1.7M
68,726
-1%
建仓
AOS
SMITH A O CORP
+$1.6M
18,391
减持
DGRO
ISHARES TR
-$1.6M
96,252
-28%
清仓
DECT
AIM ETF PRODUCTS TRUST
-$1.6M
0
-100%
减持
TDV
PROSHARES TR
-$1.6M
49,325
-33%
增持
GPC
GENUINE PARTS CO
+$1.5M
68,165
+5%
增持
AMZN
AMAZON COM INC
+$1.5M
46,935
+2%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$1.4M
159,065
+33%
清仓
SIXO
AIM ETF PRODUCTS TRUST
-$1.4M
0
-100%
减持
IGRO
ISHARES TR
-$1.3M
83,506
-23%
减持
CASY
CASEYS GEN STORES INC
+$1.3M
39,249
-4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.2M
207,394
+5%
减持
AVEM
AMERICAN CENTY ETF TR
-$1.2M
85,731
-22%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.2M
83,213
+26%
减持
VTI
VANGUARD INDEX FDS
-$1.1M
27,841
-21%
增持
FLTR
VANECK ETF TRUST
+$1.1M
487,351
+8%
减持
LECO
LINCOLN ELEC HLDGS INC
+$1.1M
41,291
-5%
增持
CVX
CHEVRON CORP NEW
+$1.1M
72,794
+5%
增持
GOOG
ALPHABET INC
+$1.1M
79,782
+2%
增持
SPYG
SPDR SER TR
+$1.1M
42,072
+36%
清仓
AMN
AMN HEALTHCARE SVCS INC
-$1.0M
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$1.0M
2,914
-10%
增持
NEE
NEXTERA ENERGY INC
+$1.0M
120,870
+10%
减持
USFR
WISDOMTREE TR
-$1.0M
39,649
-34%
增持
MSFT
MICROSOFT CORP
+$1.0M
21,622
+0%
减持
COST
COSTCO WHSL CORP NEW
+$998.2K
13,941
-0%
减持
PJAN
INNOVATOR ETFS TRUST
-$988.7K
31,889
-47%
减持
COWZ
PACER FDS TR
-$984.1K
95,327
-24%
增持
PEP
PEPSICO INC
+$858.3K
74,029
+4%
增持
STZ
CONSTELLATION BRANDS INC
+$834.2K
22,658
+3%
增持
JPM
JPMORGAN CHASE & CO
+$820.0K
23,525
+3%
增持
MA
MASTERCARD INCORPORATED
+$807.1K
14,389
+0%
增持
AGOX
STARBOARD INVT TR
+$782.8K
200,376
+12%
增持
RPM
RPM INTL INC
+$769.1K
61,106
+5%
增持
NKE
NIKE INC
-$768.0K
75,790
+4%
减持
MSM
MSC INDL DIRECT INC
-$766.7K
123,991
-2%
增持
TSLA
TESLA INC
-$723.9K
10,595
+2%
增持
CFR
CULLEN FROST BANKERS INC
+$709.7K
58,519
+8%
增持
FMC
FMC CORP
+$677.2K
21,119
+99%
增持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$672.9K
364,049
+3%
增持
ABT
ABBOTT LABS
+$630.8K
96,368
+3%
增持
O
REALTY INCOME CORP
+$584.5K
128,623
+16%
增持
DHR
DANAHER CORPORATION
+$579.1K
19,563
+5%
减持
NUE
NUCOR CORP
-$562.0K
62,683
-16%
减持
BA
BOEING CO
-$512.1K
3,716
-21%
增持
APD
AIR PRODS & CHEMS INC
-$422.8K
30,628
+7%
清仓
VLTO
VERALTO CORP
-$406.2K
0
-100%
增持
ALB
ALBEMARLE CORP
+$381.5K
45,097
+17%
建仓
NJAN
INNOVATOR ETFS TRUST
+$375.1K
8,607
增持
ADBE
ADOBE INC
-$357.0K
4,094
+1%
建仓
MRK
MERCK & CO INC
+$356.4K
2,701
减持
USB
US BANCORP DEL
-$353.9K
4,758
-64%
减持
LLY
ELI LILLY & CO
+$341.9K
1,992
-4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$330.9K
2,629
+17%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$324.9K
1,800
增持
VSH
VISHAY INTERTECHNOLOGY INC
+$324.4K
29,616
+104%
减持
TLT
ISHARES TR
-$321.3K
15,512
-14%
减持
SEMI
COLUMBIA ETF TR I
-$318.4K
126,823
-19%
增持
UBER
UBER TECHNOLOGIES INC
+$316.9K
11,941
+22%
增持
—
EXXON MOBIL CORP
+$316.4K
14,645
+6%
清仓
VV
VANGUARD INDEX FDS
-$302.1K
0
-100%
建仓
QCOM
QUALCOMM INC
+$288.6K
1,705
增持
PFEB
INNOVATOR ETFS TRUST
+$285.2K
15,323
+110%
清仓
—
GREEN PLAINS PARTNERS LP
-$265.2K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$263.0K
0
-100%
清仓
DIS
DISNEY WALT CO
-$252.5K
0
-100%
减持
LOW
LOWES COS INC
+$250.4K
8,308
-1%
清仓
IVOL
KRANESHARES TR
-$243.4K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$233.7K
11,590
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$227.2K
42,368
-17%
增持
NFLX
NETFLIX INC
+$225.2K
1,825
+1%
清仓
IWM
ISHARES TR
-$224.6K
0
-100%
清仓
SPYM
SPDR SER TR
-$222.0K
0
-100%
建仓
PCAR
PACCAR INC
+$215.9K
1,743
建仓
WM
WASTE MGMT INC DEL
+$213.2K
1,000
清仓
QUAL
ISHARES TR
-$212.9K
0
-100%
清仓
HD
HOME DEPOT INC
-$211.4K
0
-100%
清仓
NLOP
NET LEASE OFFICE PROPERTIES
-$206.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$205.2K
58,618
+1%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$204.3K
2,983
清仓
RODM
LATTICE STRATEGIES TR
-$201.3K
0
-100%
清仓
BOXX
EA SERIES TRUST
-$200.7K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$192.0K
1,470
+26%
增持
V
VISA INC
+$188.4K
6,048
+5%
增持
LULU
LULULEMON ATHLETICA INC
-$181.6K
2,531
+11%
增持
SQM
SOCIEDAD QUIMICA Y MINERA DE
+$180.1K
8,909
+108%
增持
SPY
SPDR S&P 500 ETF TR
+$175.7K
2,418
+5%
减持
GGG
GRACO INC
+$172.0K
121,929
-6%
增持
WPC
WP CAREY INC
+$171.5K
180,923
+17%
增持
ROP
ROPER TECHNOLOGIES INC
+$164.4K
3,501
+6%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$147.1K
48,779
+4%
减持
CINF
CINCINNATI FINL CORP
-$146.8K
2,040
-47%
增持
JHID
JOHN HANCOCK EXCHANGE TRADED
+$145.1K
37,458
+10%
减持
TXN
TEXAS INSTRS INC
+$136.9K
49,986
-1%
减持
WERN
WERNER ENTERPRISES INC
-$136.0K
12,006
-16%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$135.7K
5,057
-16%
清仓
CION
CION INVT CORP
-$130.3K
0
-100%
增持
FDX
FEDEX CORP
+$128.2K
2,917
+3%
减持
VLY
VALLEY NATL BANCORP
-$123.3K
15,846
-31%
增持
BX
BLACKSTONE INC
+$112.2K
18,236
+5%
增持
VMI
VALMONT INDS INC
-$111.1K
24,091
+0%
减持
SRLN
SSGA ACTIVE ETF TR
-$107.8K
10,480
-20%
增持
CAT
CATERPILLAR INC
+$105.5K
1,006
+13%
增持
SPGI
S&P GLOBAL INC
+$90.0K
5,194
+8%
减持
PFE
PFIZER INC
-$87.4K
62,588
-1%
增持
VBK
VANGUARD INDEX FDS
+$84.7K
2,113
+10%
清仓
BRSP
BRIGHTSPIRE CAPITAL INC
-$79.1K
0
-100%
增持
MINT
PIMCO ETF TR
+$74.0K
10,617
+7%
增持
BAC
BANK AMERICA CORP
+$71.2K
16,112
+0%
减持
DEO
DIAGEO PLC
-$69.7K
4,081
-12%
增持
MO
ALTRIA GROUP INC
+$66.9K
7,637
+16%
减持
NOW
SERVICENOW INC
-$65.4K
1,636
-12%
增持
LNG
CHENIERE ENERGY INC
+$65.2K
6,678
+13%
减持
BOND
PIMCO ETF TR
-$61.8K
2,448
-21%
增持
GM
GENERAL MTRS CO
+$58.0K
6,085
+0%
减持
SYY
SYSCO CORP
-$55.4K
3,270
-25%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$53.7K
3,219
-0%
减持
IVV
ISHARES TR
+$53.2K
1,515
-3%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$51.5K
367,344
-5%
减持
DGRW
WISDOMTREE TR
+$51.0K
15,698
-4%
增持
W
WAYFAIR INC
+$48.2K
5,097
+6%
增持
GOLF
ACUSHNET HLDGS CORP
+$46.4K
15,503
+0%
