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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 37
增持 42
减持 49
清仓 22
方向
标的
Δ市值
现股数(环比)
清仓
FSEP
FIRST TR EXCHNG TRADED FD VI
-$9.5M
0
-100%
建仓
FNOV
FIRST TR EXCHNG TRADED FD VI
+$8.3M
174,540
建仓
CLIP
GLOBAL X FDS
+$7.8M
78,336
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。
清仓
FAUG
FIRST TR EXCHNG TRADED FD VI
-$7.6M
0
-100%
清仓
BSEP
INNOVATOR ETFS TRUST
-$7.6M
0
-100%
清仓
SEPT
AIM ETF PRODUCTS TRUST
-$7.6M
0
-100%
增持
SPYD
SPDR SER TR
+$7.5M
311,043
+140%
增持
AAPL
APPLE INC
+$7.5M
361,925
+1%
增持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$7.2M
599,917
+65%
建仓
OCTT
AIM ETF PRODUCTS TRUST
+$6.7M
175,022
建仓
BNOV
INNOVATOR ETFS TRUST
+$6.7M
170,141
建仓
FOCT
FIRST TR EXCHNG TRADED FD VI
+$6.7M
156,445
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$6.4M
215,990
+87%
清仓
AUGM
FIRST TR EXCHNG TRADED FD VI
-$5.6M
0
-100%
建仓
SIXO
AIM ETF PRODUCTS TRUST
+$5.0M
155,635
建仓
DJD
INVESCO EXCHANGE TRADED FD T
+$3.9M
76,268
减持
AMGN
AMGEN INC
-$3.8M
33,658
-14%
减持
NUE
NUCOR CORP
-$3.5M
60,018
-14%
增持
CATX
PERSPECTIVE THERAPEUTICS INC
-$3.3M
401,049
+18%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$3.0M
29,323
-56%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.0M
19,454
+356%
增持
DGRO
ISHARES TR
+$2.6M
317,471
+18%
增持
GOOG
ALPHABET INC
+$2.4M
103,866
+0%
增持
VTI
VANGUARD INDEX FDS
+$2.4M
120,032
+5%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.2M
35,805
+145%
减持
PEP
PEPSICO INC
-$2.1M
73,072
-6%
减持
GPC
GENUINE PARTS CO
-$2.1M
67,231
-5%
减持
QQQ
INVESCO QQQ TR
-$2.1M
6,630
-41%
减持
IWM
ISHARES TR
-$1.9M
12,995
-40%
减持
JNJ
JOHNSON & JOHNSON
-$1.8M
56,950
-8%
减持
AMZN
AMAZON COM INC
+$1.7M
65,711
-3%
减持
IWP
ISHARES TR
-$1.7M
7,785
-66%
清仓
—
SHARECARE INC
-$1.7M
0
-100%
增持
TLT
ISHARES TR
+$1.7M
24,092
+443%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.6M
423,365
+12%
增持
SPTM
SPDR SER TR
+$1.5M
30,504
+236%
减持
NKE
NIKE INC
-$1.5M
70,428
-9%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$1.5M
148,114
+13%
增持
CFR
CULLEN FROST BANKERS INC
+$1.5M
56,489
+3%
减持
DHR
DANAHER CORPORATION
-$1.5M
25,688
-3%
减持
MSM
MSC INDL DIRECT INC
-$1.5M
121,447
-1%
增持
LMT
LOCKHEED MARTIN CORP
-$1.4M
15,687
+1%
减持
TXN
TEXAS INSTRS INC
-$1.4M
49,447
-4%
增持
ABBV
ABBVIE INC
-$1.4M
72,329
+0%
建仓
SCHX
SCHWAB STRATEGIC TR
+$1.4M
58,968
减持
O
REALTY INCOME CORP
-$1.3M
129,541
-0%
增持
SPAB
SPDR SER TR
+$1.3M
749,693
+12%
减持
BRO
BROWN & BROWN INC
-$1.3M
98,527
-10%
建仓
VUSB
VANGUARD BD INDEX FDS
+$1.2M
25,183
减持
AOS
SMITH A O CORP
-$1.2M
29,395
-19%
减持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$1.2M
498,091
-8%
清仓
OXY
OCCIDENTAL PETE CORP
-$1.2M
0
-100%
减持
ON
ON SEMICONDUCTOR CORP
-$1.2M
64,860
-11%
增持
EMR
EMERSON ELEC CO
+$1.2M
71,955
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.2M
214,075
-1%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.1M
31,135
减持
TSLA
TESLA INC
+$1.1M
8,969
-7%
减持
STZ
CONSTELLATION BRANDS INC
-$1.1M
30,157
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$1.1M
5,024
+55%
增持
LNG
CHENIERE ENERGY INC
+$1.0M
18,097
+14%
增持
JPM
JPMORGAN CHASE & CO.
+$1.0M
30,027
+2%
减持
ALB
ALBEMARLE CORP
-$972.5K
45,454
-12%
增持
LULU
LULULEMON ATHLETICA INC
+$923.1K
6,025
+18%
减持
BAC
BANK AMERICA CORP
-$877.8K
11,868
-66%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$834.1K
5,963
-71%
增持
—
ASTRAZENECA PLC
-$781.9K
88,424
+5%
增持
ORCL
ORACLE CORP
+$761.1K
6,242
+281%
增持
MA
MASTERCARD INCORPORATED
+$747.8K
19,076
+1%
减持
RPM
RPM INTL INC
-$744.0K
83,149
-8%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$740.2K
32,178
-1%
减持
AVGO
BROADCOM INC
-$738.7K
8,934
-45%
建仓
SPMD
SPDR SER TR
+$729.4K
13,337
建仓
SCHA
SCHWAB STRATEGIC TR
+$715.3K
27,661
减持
KO
COCA COLA CO
-$714.8K
7,466
-55%
增持
META
META PLATFORMS INC
+$658.8K
22,826
+3%
减持
GGG
GRACO INC
-$637.7K
121,308
-2%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$635.3K
0
-100%
增持
PJAN
INNOVATOR ETFS TRUST
+$630.6K
41,984
+52%
增持
GOOGL
ALPHABET INC
+$605.1K
20,768
+4%
清仓
SGOL
ETFS GOLD TR
-$597.5K
0
-100%
建仓
ITOT
ISHARES TR
+$576.5K
4,482
建仓
APOC
INNOVATOR ETFS TRUST
+$566.4K
22,242
建仓
OCTM
FIRST TR EXCHNG TRADED FD VI
+$564.6K
18,507
建仓
NOVM
FIRST TR EXCHNG TRADED FD VI
+$564.1K
18,459
建仓
OCTW
AIM ETF PRODUCTS TRUST
+$563.0K
15,833
建仓
HYLB
DBX ETF TR
+$556.8K
15,432
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$555.9K
43,831
-5%
建仓
SCHP
SCHWAB STRATEGIC TR
+$552.9K
21,407
建仓
EFG
ISHARES TR
+$547.2K
5,651
增持
COWZ
PACER FDS TR
+$527.6K
120,542
+11%
减持
CASY
CASEYS GEN STORES INC
-$525.3K
37,667
-8%
建仓
FEX
FIRST TR LRGE CP CORE ALPHA
+$519.7K
4,983
减持
CVX
CHEVRON CORP NEW
-$510.0K
76,218
-3%
建仓
SCHE
SCHWAB STRATEGIC TR
+$504.3K
18,939
建仓
DXYZ
DESTINY TECH100 INC
+$482.2K
8,192
建仓
AGG
ISHARES TR
+$461.5K
4,763
建仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$460.6K
17,459
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$451.2K
91,142
+9%
减持
VLTO
VERALTO CORP
-$448.9K
24,546
-7%
建仓
VUG
VANGUARD INDEX FDS
+$442.1K
1,077
减持
APD
AIR PRODS & CHEMS INC
-$440.8K
29,397
-2%
减持
PFE
PFIZER INC
-$428.2K
65,820
-12%
增持
FMC
FMC CORP
-$426.6K
37,946
+10%
增持
VMI
VALMONT INDS INC
+$422.5K
24,440
+0%
清仓
ZSEP
INNOVATOR ETFS TRUST
-$420.5K
0
-100%
建仓
SCHI
SCHWAB STRATEGIC TR
+$418.8K
18,978
减持
HIMS
HIMS & HERS HEALTH INC
-$405.2K
26,330
-53%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$404.9K
8,729
+58%
清仓
PFF
ISHARES TR
-$389.5K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$380.5K
1,112
减持
UNP
UNION PAC CORP
-$343.3K
10,393
-6%
建仓
VBK
VANGUARD INDEX FDS
+$332.0K
1,185
建仓
SHOP
SHOPIFY INC
+$332.0K
3,122
建仓
CEG
CONSTELLATION ENERGY CORP
+$328.9K
1,470
清仓
XSEP
FIRST TR EXCHNG TRADED FD VI
-$324.2K
0
-100%
清仓
SRLN
SSGA ACTIVE ETF TR
-$324.0K
0
-100%
增持
TDV
PROSHARES TR
+$322.6K
61,057
+10%
清仓
PSEP
INNOVATOR ETFS TRUST
-$321.8K
0
-100%
减持
WMT
WALMART INC
+$317.7K
190,253
-9%
清仓
SIVR
ABRDN SILVER ETF TRUST
-$313.6K
0
-100%
增持
IVV
ISHARES TR
+$299.4K
5,492
+8%
增持
XLK
SELECT SECTOR SPDR TR
+$299.2K
2,898
+75%
减持
LLY
ELI LILLY & CO
-$297.8K
1,909
-5%
清仓
QCOM
QUALCOMM INC
-$290.7K
0
-100%
清仓
WERN
WERNER ENTERPRISES INC
-$287.9K
0
-100%
增持
ROP
ROPER TECHNOLOGIES INC
+$285.6K
5,884
+18%
减持
IVW
ISHARES TR
-$284.5K
17,584
-19%
减持
NFLX
NETFLIX INC
+$283.1K
1,773
-3%
清仓
SEPW
AIM ETF PRODUCTS TRUST
-$280.7K
0
-100%
清仓
MRK
MERCK & CO INC
-$277.4K
0
-100%
建仓
BTC
GRAYSCALE BITCOIN MINI TR ET
+$271.8K
6,491
清仓
CZR
CAESARS ENTERTAINMENT INC NE
-$270.3K
0
-100%
增持
SPYG
SPDR SER TR
+$269.0K
47,744
+1%
减持
XHLF
BONDBLOXX ETF TRUST
-$266.2K
14,690
-26%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$265.2K
4,211
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$264.0K
54,492
+3%
减持
CLOI
VANECK ETF TRUST
-$257.1K
259,493
-1%
减持
—
EXXON MOBIL CORP
-$255.9K
14,935
-6%
建仓
PJUN
INNOVATOR ETFS TRUST
+$252.1K
6,718
建仓
MAGS
LISTED FD TR
+$250.0K
4,595
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$249.1K
2,965
-41%
减持
XSVN
BONDBLOXX ETF TRUST
-$246.4K
8,852
-34%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$244.8K
0
-100%
建仓
—
BUNGE GLOBAL SA
+$237.1K
3,049
建仓
PCAR
PACCAR INC
+$235.4K
2,263
清仓
PANW
PALO ALTO NETWORKS INC
-$234.8K
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$234.6K
10,606
+17%
减持
AGGY
WISDOMTREE TR
-$229.5K
65,792
-4%
减持
COST
COSTCO WHSL CORP NEW
-$227.7K
17,033
-5%
建仓
RODM
LATTICE STRATEGIES TR
+$226.5K
7,968
