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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 55
增持 69
减持 14
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$26.5M
356,886
+33%
增持
VTI
VANGUARD INDEX FDS
+$24.6M
114,454
+293%
建仓
SCHF
SCHWAB STRATEGIC TR
+$20.5M
498,096
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
SPAB
SPDR SER TR
+$17.4M
667,526
建仓
IEMG
ISHARES INC
+$16.2M
281,596
建仓
IVE
ISHARES TR
+$16.1M
81,544
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$11.5M
572,399
+483%
增持
DGRO
ISHARES TR
+$11.2M
269,628
+172%
建仓
FSEP
FIRST TR EXCHNG TRADED FD VI
+$9.5M
211,633
建仓
MBSF
VALUED ADVISERS TR
+$9.5M
370,905
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.5M
53,092
+44%
减持
XHLF
BONDBLOXX ETF TRUST
-$8.3M
19,893
-89%
清仓
PAPR
INNOVATOR ETFS TRUST
-$7.8M
0
-100%
建仓
FAUG
FIRST TR EXCHNG TRADED FD VI
+$7.6M
166,516
建仓
BSEP
INNOVATOR ETFS TRUST
+$7.6M
180,674
建仓
SEPT
AIM ETF PRODUCTS TRUST
+$7.6M
252,155
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$7.0M
115,235
清仓
BJUN
INNOVATOR ETFS TRUST
-$6.2M
0
-100%
清仓
FMAY
FIRST TR EXCHNG TRADED FD VI
-$6.2M
0
-100%
清仓
JUNT
AIM ETF PRODUCTS TRUST
-$6.2M
0
-100%
减持
XSVN
BONDBLOXX ETF TRUST
-$6.0M
13,368
-91%
建仓
SPYD
SPDR SER TR
+$5.9M
129,609
建仓
AUGM
FIRST TR EXCHNG TRADED FD VI
+$5.6M
178,761
增持
NVDA
NVIDIA CORPORATION
+$5.4M
91,563
+98%
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$5.3M
66,290
建仓
ON
ON SEMICONDUCTOR CORP
+$5.3M
72,946
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$5.0M
83,455
增持
QQQ
INVESCO QQQ TR
+$5.0M
11,150
+1040%
建仓
IWM
ISHARES TR
+$4.8M
21,613
清仓
JUNW
AIM ETF PRODUCTS TRUST
-$4.7M
0
-100%
建仓
CATX
PERSPECTIVE THERAPEUTICS INC
+$4.5M
339,292
减持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$4.4M
542,236
-23%
增持
WMT
WALMART INC
+$4.3M
208,937
+12%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$4.0M
0
-100%
减持
FLTR
VANECK ETF TRUST
-$4.0M
343,670
-31%
增持
COST
COSTCO WHSL CORP NEW
+$4.0M
17,862
+28%
建仓
BOXX
EA SERIES TRUST
+$3.9M
35,810
增持
AMZN
AMAZON COM INC
+$3.6M
68,071
+44%
增持
LMT
LOCKHEED MARTIN CORP
+$3.5M
15,474
+31%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.1M
46,098
+12%
建仓
AGGY
WISDOMTREE TR
+$3.1M
68,292
建仓
VLTO
VERALTO CORP
+$2.9M
26,362
建仓
AVGO
BROADCOM INC
+$2.8M
16,290
增持
MA
MASTERCARD INCORPORATED
+$2.8M
18,827
+28%
增持
CLOI
VANECK ETF TRUST
+$2.8M
263,019
+24%
增持
ABBV
ABBVIE INC
+$2.7M
72,171
+7%
建仓
IWP
ISHARES TR
+$2.7M
22,871
增持
GOOG
ALPHABET INC
+$2.4M
103,666
+27%
增持
META
META PLATFORMS INC
+$2.3M
22,196
+8%
增持
SPGI
S&P GLOBAL INC
+$2.2M
8,959
+67%
增持
DHR
DANAHER CORPORATION
+$2.2M
26,436
+28%
建仓
DTH
WISDOMTREE TR
+$2.2M
52,658
增持
AMGN
AMGEN INC
+$2.1M
38,955
+17%
增持
CAT
CATERPILLAR INC
+$2.1M
6,141
+590%
增持
IVV
ISHARES TR
+$2.1M
5,086
+235%
增持
RPM
RPM INTL INC
+$2.1M
90,713
+10%
增持
BRO
BROWN & BROWN INC
+$2.1M
109,324
+6%
增持
BX
BLACKSTONE INC
+$2.0M
26,213
+60%
建仓
OUSA
ALPS ETF TR
+$1.8M
33,892
增持
STZ
CONSTELLATION BRANDS INC
+$1.8M
30,160
+29%
增持
IVW
ISHARES TR
+$1.8M
21,617
+564%
清仓
MINT
PIMCO ETF TR
-$1.8M
0
-100%
建仓
DEM
WISDOMTREE TR
+$1.8M
39,983
建仓
NEAR
ISHARES U S ETF TR
+$1.7M
33,072
增持
AOS
SMITH A O CORP
+$1.7M
36,206
+89%
增持
CASY
CASEYS GEN STORES INC
+$1.6M
41,123
+14%
增持
JNJ
JOHNSON & JOHNSON
+$1.6M
61,691
+7%
增持
O
REALTY INCOME CORP
+$1.6M
130,041
+3%
增持
NOW
SERVICENOW INC
+$1.5M
3,212
+89%
增持
GGG
GRACO INC
+$1.5M
124,131
+5%
建仓
OUSM
ALPS ETF TR
+$1.5M
32,981
建仓
INTC
INTEL CORP
+$1.5M
63,187
建仓
SNPS
SYNOPSYS INC
+$1.4M
2,805
增持
AVEM
AMERICAN CENTY ETF TR
+$1.3M
101,602
+19%
增持
NKE
NIKE INC
+$1.3M
77,461
+5%
增持
PEP
PEPSICO INC
+$1.3M
77,903
+7%
建仓
OXY
OCCIDENTAL PETE CORP
+$1.2M
23,739
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.2M
20,717
增持
HRL
HORMEL FOODS CORP
+$1.2M
316,749
+9%
减持
APD
AIR PRODS & CHEMS INC
+$1.1M
30,117
-1%
建仓
IWN
ISHARES TR
+$1.1M
6,873
增持
JPM
JPMORGAN CHASE & CO.
+$1.1M
29,321
+18%
增持
IGRO
ISHARES TR
+$1.1M
92,213
+8%
减持
V
VISA INC
-$1.1M
2,038
-68%
增持
TXN
TEXAS INSTRS INC
+$1.1M
51,708
+5%
建仓
HIMS
HIMS & HERS HEALTH INC
+$1.0M
56,562
增持
MOAT
VANECK ETF TRUST
+$1.0M
58,152
+9%
增持
NUE
NUCOR CORP
+$1.0M
69,855
+16%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$990.9K
0
-100%
减持
TLT
ISHARES TR
-$979.4K
4,435
-71%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$941.0K
3,970
+45%
建仓
NOBL
PROSHARES TR
+$915.3K
8,573
增持
FMC
FMC CORP
+$889.5K
34,442
+43%
增持
COWZ
PACER FDS TR
+$872.1K
108,604
+9%
增持
KO
COCA COLA CO
+$854.7K
16,416
+222%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$844.7K
376,855
+5%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$844.7K
4,265
增持
LNG
CHENIERE ENERGY INC
+$824.9K
15,827
+37%
增持
MSFT
MICROSOFT CORP
+$790.2K
24,529
+12%
减持
VZ
VERIZON COMMUNICATIONS INC
+$778.4K
216,273
-0%
增持
GPC
GENUINE PARTS CO
+$765.5K
70,949
+7%
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$764.5K
18,815
减持
MSM
MSC INDL DIRECT INC
+$761.9K
122,256
-1%
增持
BAC
BANK AMERICA CORP
+$753.0K
35,266
+117%
增持
ROP
ROPER TECHNOLOGIES INC
+$745.9K
4,984
+39%
建仓
REET
ISHARES TR
+$695.3K
26,051
增持
AGOX
STARBOARD INVT TR
+$682.3K
219,687
+8%
增持
DOV
DOVER CORP
+$677.7K
35,832
+4%
增持
CVX
CHEVRON CORP NEW
+$658.1K
78,423
+13%
建仓
VRT
VERTIV HOLDINGS CO
+$644.5K
6,478
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$635.3K
1,366
建仓
SPTM
SPDR SER TR
+$635.2K
9,066
减持
ABT
ABBOTT LABS
-$634.3K
4,678
-58%
建仓
SPHY
SPDR SER TR
+$624.6K
25,971
清仓
VBK
VANGUARD INDEX FDS
-$609.3K
0
-100%
建仓
SFLR
INNOVATOR ETFS TRUST
+$596.1K
18,739
增持
ADBE
ADOBE INC
+$576.8K
5,528
+34%
增持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$552.0K
363,611
+1%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$543.2K
14,601
增持
EMR
EMERSON ELEC CO
+$533.2K
70,644
+8%
减持
TSLA
TESLA INC
+$513.2K
9,606
-5%
增持
MCD
MCDONALDS CORP
+$502.8K
3,603
+55%
建仓
BKE
BUCKLE INC
+$473.1K
10,761
增持
TDV
PROSHARES TR
+$458.2K
55,591
+8%
增持
DGRW
WISDOMTREE TR
+$453.7K
20,317
+28%
增持
VMI
VALMONT INDS INC
+$451.1K
24,392
+1%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$435.4K
130,539
+4%
建仓
RPV
INVESCO EXCHANGE TRADED FD T
+$433.2K
4,872
增持
SPYG
SPDR SER TR
+$433.1K
47,356
+9%
清仓
—
CRISPR THERAPEUTICS AG
-$432.6K
0
-100%
减持
WPC
WP CAREY INC
-$429.1K
8,746
-51%
建仓
ZSEP
INNOVATOR ETFS TRUST
+$420.5K
16,906
增持
SCHD
SCHWAB STRATEGIC TR
+$419.6K
18,322
+26%
增持
UNP
UNION PAC CORP
+$411.0K
11,009
+8%
增持
LULU
LULULEMON ATHLETICA INC
+$403.9K
5,089
+56%
减持
LOW
LOWES COS INC
+$388.4K
8,124
-1%
建仓
XUSP
INNOVATOR ETFS TRUST
+$378.4K
9,569
清仓
SQ
BLOCK INC
-$373.5K
0
-100%
建仓
VV
VANGUARD INDEX FDS
+$364.7K
1,385
增持
ICOW
PACER FDS TR
+$362.0K
101,127
+8%
建仓
DE
DEERE & CO
+$351.1K
841
建仓
SCHW
SCHWAB CHARLES CORP
+$350.8K
5,413
建仓
SPDW
SPDR INDEX SHS FDS
+$349.2K
9,296
建仓
SPEM
SPDR INDEX SHS FDS
+$346.9K
8,404
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$329.9K
0
-100%
建仓
VGT
VANGUARD WORLD FD
+$329.2K
561
减持
CFR
CULLEN FROST BANKERS INC
+$325.2K
54,727
-4%
建仓
XSEP
FIRST TR EXCHNG TRADED FD VI
+$324.2K
8,451
建仓
PSEP
INNOVATOR ETFS TRUST
+$321.8K
8,352
增持
ISRG
INTUITIVE SURGICAL INC
+$320.3K
1,983
+35%
