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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 18
增持 59
减持 58
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
ABT
ABBOTT LABS
-$9.8M
11,237
-88%
减持
AAPL
APPLE INC
+$9.8M
269,047
-2%
减持
WPC
WP CAREY INC
-$9.2M
17,693
-90%
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
AMGN
AMGEN INC
+$9.2M
33,294
+657%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$9.0M
16,392
-90%
建仓
HRL
HORMEL FOODS CORP
+$8.9M
290,523
建仓
PAPR
INNOVATOR ETFS TRUST
+$7.8M
226,084
清仓
NEE
NEXTERA ENERGY INC
-$7.7M
0
-100%
建仓
EMR
EMERSON ELEC CO
+$7.2M
65,297
清仓
GDEC
FIRST TR EXCHNG TRADED FD VI
-$6.9M
0
-100%
建仓
BJUN
INNOVATOR ETFS TRUST
+$6.2M
159,546
建仓
FMAY
FIRST TR EXCHNG TRADED FD VI
+$6.2M
139,090
建仓
JUNT
AIM ETF PRODUCTS TRUST
+$6.2M
203,706
建仓
DOV
DOVER CORP
+$6.2M
34,318
清仓
FJAN
FIRST TR EXCHNG TRADED FD VI
-$5.6M
0
-100%
清仓
FEBT
AIM ETF PRODUCTS TRUST
-$5.6M
0
-100%
清仓
PDEC
INNOVATOR ETFS TRUST
-$5.5M
0
-100%
建仓
JUNW
AIM ETF PRODUCTS TRUST
+$4.7M
163,797
清仓
FEBW
AIM ETF PRODUCTS TRUST
-$4.1M
0
-100%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$3.8M
18,105
-78%
增持
NVDA
NVIDIA CORPORATION
+$3.1M
46,332
+1490%
减持
NUE
NUCOR CORP
-$2.9M
59,974
-4%
减持
LECO
LINCOLN ELEC HLDGS INC
-$2.9M
40,589
-2%
增持
GOOG
ALPHABET INC
+$2.8M
81,670
+2%
建仓
FLBL
FRANKLIN TEMPLETON ETF TR
+$2.4M
98,178
减持
MSM
MSC INDL DIRECT INC
-$2.3M
123,055
-1%
减持
GGG
GRACO INC
-$2.0M
117,962
-3%
减持
XHLF
BONDBLOXX ETF TRUST
-$1.9M
185,526
-17%
减持
USFR
WISDOMTREE TR
-$1.8M
4,651
-88%
增持
WMT
WALMART INC
+$1.7M
185,976
+3%
增持
COST
COSTCO WHSL CORP NEW
+$1.7M
13,980
+0%
增持
RPM
RPM INTL INC
+$1.6M
82,729
+35%
减持
NKE
NIKE INC
-$1.6M
73,694
-3%
减持
GPC
GENUINE PARTS CO
-$1.4M
66,113
-3%
减持
CASY
CASEYS GEN STORES INC
+$1.3M
36,221
-8%
增持
ALB
ALBEMARLE CORP
-$1.2M
49,323
+9%
增持
VMI
VALMONT INDS INC
+$1.1M
24,126
+0%
增持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$1.1M
705,012
+7%
建仓
NVS
NOVARTIS AG
+$1.0M
9,394
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$996.0K
41,021
-3%
减持
ABBV
ABBVIE INC
-$994.5K
67,168
-2%
减持
PEP
PEPSICO INC
-$980.7K
72,607
-2%
增持
LNG
CHENIERE ENERGY INC
+$944.4K
11,563
+73%
减持
TXN
TEXAS INSTRS INC
+$880.1K
49,289
-1%
减持
JNJ
JOHNSON & JOHNSON
-$866.2K
57,517
-2%
减持
CFR
CULLEN FROST BANKERS INC
-$791.0K
57,036
-3%
清仓
VUSB
VANGUARD BD INDEX FDS
-$781.0K
0
-100%
增持
MINT
PIMCO ETF TR
+$698.9K
17,549
+65%
增持
MSFT
MICROSOFT CORP
+$667.6K
21,847
+1%
增持
AMZN
AMAZON COM INC
+$653.3K
47,190
+1%
增持
GOOGL
ALPHABET INC
+$598.5K
19,166
+0%
减持
CVX
CHEVRON CORP NEW
-$591.3K
69,628
-4%
增持
VTI
VANGUARD INDEX FDS
+$545.8K
29,090
+4%
增持
CLOI
VANECK ETF TRUST
+$541.0K
211,304
+5%
增持
AGOX
STARBOARD INVT TR
+$520.6K
202,901
+1%
增持
SEMI
COLUMBIA ETF TR I
+$516.8K
135,463
+7%
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$478.3K
32,507
-7%
清仓
SQM
SOCIEDAD QUIMICA Y MINERA DE
-$438.0K
0
-100%
增持
MA
MASTERCARD INCORPORATED
-$426.3K
14,740
+2%
增持
SPYG
SPDR SER TR
+$417.0K
43,611
+4%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$403.2K
43,419
-11%
减持
APD
AIR PRODS & CHEMS INC
+$397.9K
30,297
-1%
减持
UBER
UBER TECHNOLOGIES INC
-$397.6K
7,178
-40%
减持
BX
BLACKSTONE INC
-$367.4K
16,383
-10%
减持
VSH
VISHAY INTERTECHNOLOGY INC
-$361.8K
13,896
-53%
建仓
PM
PHILIP MORRIS INTL INC
+$348.8K
3,442
增持
SPY
SPDR S&P 500 ETF TR
+$348.8K
2,965
+23%
清仓
W
WAYFAIR INC
-$346.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$330.0K
24,928
+6%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$324.9K
0
-100%
减持
FDX
FEDEX CORP
-$315.4K
1,767
-39%
减持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$305.4K
359,562
-1%
减持
MOAT
VANECK ETF TRUST
-$304.9K
53,283
-3%
减持
LOW
LOWES COS INC
-$304.3K
8,219
-1%
建仓
LIF
LIFE360 INC
+$291.7K
9,007
减持
O
REALTY INCOME CORP
-$285.8K
126,329
-2%
增持
FLTR
VANECK ETF TRUST
+$282.9K
498,441
+2%
建仓
—
SILA REALTY TRUST INC
+$281.6K
13,303
增持
PFE
PFIZER INC
+$275.5K
71,920
+15%
增持
TDV
PROSHARES TR
+$275.4K
51,293
+4%
建仓
CSR
CENTERSPACE
+$270.2K
3,996
减持
AVEM
AMERICAN CENTY ETF TR
+$266.9K
85,707
-0%
增持
MKL
MARKEL GROUP INC
+$263.2K
393
+68%
建仓
SIVR
ABRDN SILVER ETF TRUST
+$260.6K
9,361
增持
DHR
DANAHER CORPORATION
+$260.1K
20,594
+5%
增持
LMT
LOCKHEED MARTIN CORP
+$257.0K
11,837
+2%
增持
LLY
ELI LILLY & CO
+$255.9K
1,994
+0%
减持
UNP
UNION PAC CORP
-$255.4K
10,176
-2%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$251.1K
0
-100%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$248.6K
4,738
增持
VZ
VERIZON COMMUNICATIONS INC
+$232.2K
216,645
+4%
清仓
DE
DEERE & CO
-$228.0K
0
-100%
增持
ADBE
ADOBE INC
+$219.7K
4,114
+0%
建仓
XLK
SELECT SECTOR SPDR TR
+$215.9K
954
清仓
PCAR
PACCAR INC
-$215.9K
0
-100%
清仓
SWK
STANLEY BLACK & DECKER INC
-$214.1K
0
-100%
清仓
USB
US BANCORP DEL
-$212.7K
0
-100%
减持
—
CRISPR THERAPEUTICS AG
-$206.8K
8,009
-15%
建仓
GE
GE AEROSPACE
+$200.4K
1,261
增持
XSVN
BONDBLOXX ETF TRUST
+$194.6K
141,354
+4%
减持
PJAN
INNOVATOR ETFS TRUST
-$189.8K
26,284
-18%
增持
SPGI
S&P GLOBAL INC
+$183.6K
5,367
+3%
减持
SQ
BLOCK INC
-$176.5K
5,791
-11%
增持
STZ
CONSTELLATION BRANDS INC
-$164.8K
23,293
+3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$163.6K
2,683
-17%
减持
SBUX
STARBUCKS CORP
-$161.9K
5,202
-16%
减持
ICOW
PACER FDS TR
-$153.3K
93,434
-0%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$148.6K
360,287
-2%
减持
MRK
MERCK & CO INC
-$145.8K
1,701
-37%
增持
IGRO
ISHARES TR
+$141.7K
85,559
+2%
减持
UMBF
UMB FINL CORP
-$140.2K
4,469
-24%
减持
TSLA
TESLA INC
+$137.5K
10,107
-5%
减持
DFEB
FIRST TR EXCHNG TRADED FD VI
-$136.7K
7,497
-33%
增持
COWZ
PACER FDS TR
-$131.0K
99,255
+4%
增持
DGRO
ISHARES TR
+$114.5K
98,992
+3%
增持
QQQ
INVESCO QQQ TR
+$111.6K
978
+22%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$97.8K
6,420
-4%
增持
—
EXXON MOBIL CORP
+$92.0K
15,587
+6%
减持
MCD
MCDONALDS CORP
-$91.9K
2,332
-4%
增持
QCOM
QUALCOMM INC
+$91.2K
1,907
+12%
增持
NOW
SERVICENOW INC
+$88.5K
1,698
+4%
增持
DEO
DIAGEO PLC
-$88.2K
4,115
+1%
减持
FTLS
FIRST TR EXCH TRADED FD III
-$82.0K
125,417
-3%
增持
AOS
SMITH A O CORP
-$81.0K
19,127
+4%
减持
NJAN
INNOVATOR ETFS TRUST
-$80.9K
6,487
-25%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$75.9K
5,573
-10%
减持
CAT
CATERPILLAR INC
-$72.1K
890
-12%
增持
SGOL
ETFS GOLD TR
+$70.6K
19,983
+14%
减持
NFLX
NETFLIX INC
+$65.2K
1,739
-5%
增持
ROP
ROPER TECHNOLOGIES INC
+$63.5K
3,596
+3%
减持
META
META PLATFORMS INC
+$60.5K
20,608
-3%
增持
VBK
VANGUARD INDEX FDS
+$58.4K
2,436
+15%
增持
ARCC
ARES CAPITAL CORP
+$58.4K
51,748
+6%
减持
CHRW
C H ROBINSON WORLDWIDE INC
+$54.7K
4,990
-1%
增持
LW
LAMB WESTON HLDGS INC
-$54.5K
2,440
+0%
减持
TLT
ISHARES TR
-$53.2K
15,412
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$47.5K
36,805
+3%
增持
DGRW
WISDOMTREE TR
+$40.8K
15,847
+1%
增持
DNL
WISDOMTREE TR
+$40.1K
22,347
+4%
减持
UNH
UNITEDHEALTH GROUP INC
-$39.1K
711
-12%
增持
GOLF
ACUSHNET HLDGS CORP
-$38.1K
15,506
+0%
增持
WERN
WERNER ENTERPRISES INC
-$37.9K
12,051
+0%
减持
—
MEDTRONIC PLC
-$37.1K
2,763
-5%
增持
FMC
FMC CORP
+$36.4K
24,008
+14%
增持
BAC
BANK AMERICA CORP
+$35.4K
16,253
+1%
增持
CMCSA
COMCAST CORP NEW
-$35.1K
9,097
+1%
增持
IVV
ISHARES TR
+$34.6K
1,519
+0%
增持
BSX
BOSTON SCIENTIFIC CORP
+$33.1K
3,083
+3%
增持
SYY
SYSCO CORP
-$31.0K
3,285
+0%
减持
MO
ALTRIA GROUP INC
-$29.7K
6,661
-13%
