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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 21
增持 64
减持 49
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$10.9M
359,120
-1%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$10.4M
13
建仓
UDEC
INNOVATOR ETFS TRUST
+$8.5M
248,790
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
FNOV
FIRST TR EXCHNG TRADED FD VI
-$8.3M
0
-100%
建仓
BJUL
INNOVATOR ETFS TRUST
+$8.0M
186,105
建仓
BFEB
INNOVATOR ETFS TRUST
+$8.0M
193,357
建仓
JULT
AIM ETF PRODUCTS TRUST
+$8.0M
209,504
建仓
DECT
AIM ETF PRODUCTS TRUST
+$8.0M
257,352
清仓
CLIP
GLOBAL X FDS
-$7.8M
0
-100%
清仓
OCTT
AIM ETF PRODUCTS TRUST
-$6.7M
0
-100%
清仓
BNOV
INNOVATOR ETFS TRUST
-$6.7M
0
-100%
清仓
FOCT
FIRST TR EXCHNG TRADED FD VI
-$6.7M
0
-100%
减持
SPYD
SPDR SER TR
-$5.9M
170,386
-45%
增持
VTI
VANGUARD INDEX FDS
+$5.4M
146,241
+22%
增持
SCHD
SCHWAB STRATEGIC TR
+$5.3M
246,801
+328%
清仓
SIXO
AIM ETF PRODUCTS TRUST
-$5.0M
0
-100%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$4.6M
147,064
-32%
减持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
-$4.5M
462,710
-23%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.8M
53,531
-2%
增持
GOOG
ALPHABET INC
-$2.9M
108,031
+4%
减持
DJD
INVESCO EXCHANGE TRADED FD T
-$2.8M
19,589
-74%
增持
CVX
CHEVRON CORP NEW
+$2.6M
81,610
+7%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.4M
7,300
-62%
增持
AMGN
AMGEN INC
+$2.4M
35,828
+6%
减持
ABBV
ABBVIE INC
+$2.0M
70,834
-2%
增持
IVV
ISHARES TR
+$1.9M
9,215
+68%
减持
IEMG
ISHARES INC
-$1.9M
261,501
-15%
减持
WMT
WALMART INC
-$1.8M
174,729
-8%
清仓
FMC
FMC CORP
-$1.8M
0
-100%
减持
DHR
DANAHER CORPORATION
-$1.8M
20,219
-21%
增持
IWM
ISHARES TR
+$1.7M
23,077
+78%
增持
CASY
CASEYS GEN STORES INC
+$1.7M
38,303
+2%
减持
ON
ON SEMICONDUCTOR CORP
-$1.6M
61,013
-6%
增持
AMZN
AMAZON COM INC
-$1.6M
67,386
+3%
减持
BRO
BROWN & BROWN INC
+$1.5M
92,991
-6%
增持
JNJ
JOHNSON & JOHNSON
+$1.4M
58,311
+2%
减持
TSLA
TESLA INC
-$1.4M
8,697
-3%
清仓
VUSB
VANGUARD BD INDEX FDS
-$1.2M
0
-100%
建仓
THC
TENET HEALTHCARE CORP
+$1.2M
9,004
建仓
GS
GOLDMAN SACHS GROUP INC
+$1.2M
2,190
减持
EMR
EMERSON ELEC CO
-$1.2M
70,470
-2%
减持
DGRO
ISHARES TR
-$1.2M
296,559
-7%
增持
O
REALTY INCOME CORP
+$1.1M
138,934
+7%
增持
—
EXXON MOBIL CORP
+$1.0M
22,236
+49%
增持
BOXX
EA SERIES TRUST
+$1.0M
45,614
+24%
减持
SCHF
SCHWAB STRATEGIC TR
-$1.0M
984,903
-11%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.0M
6,427
+53%
减持
VZ
VERIZON COMMUNICATIONS INC
+$1.0M
210,890
-1%
减持
META
META PLATFORMS INC
-$950.9K
21,539
-6%
增持
SPAB
SPDR SER TR
+$949.3K
770,717
+3%
增持
NVDA
NVIDIA CORPORATION
+$914.2K
110,091
+34%
增持
IGRO
ISHARES TR
+$892.1K
104,677
+6%
减持
RPM
RPM INTL INC
-$880.6K
80,841
-3%
减持
NOW
SERVICENOW INC
-$859.6K
2,702
-5%
增持
LNG
CHENIERE ENERGY INC
+$801.8K
20,269
+12%
减持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$797.9K
486,242
-2%
建仓
KR
KROGER CO
+$792.3K
11,705
建仓
NOC
NORTHROP GRUMMAN CORP
+$783.8K
1,531
增持
ADBE
ADOBE INC
+$781.3K
9,476
+48%
增持
UBER
UBER TECHNOLOGIES INC
+$779.3K
16,393
+138%
建仓
DELL
DELL TECHNOLOGIES INC
+$769.8K
8,445
建仓
SU
SUNCOR ENERGY INC NEW
+$763.5K
19,719
增持
JPM
JPMORGAN CHASE & CO.
+$760.8K
32,444
+8%
增持
GOOGL
ALPHABET INC
-$719.0K
20,774
+0%
增持
MSM
MSC INDL DIRECT INC
+$714.2K
125,983
+4%
建仓
LRCX
LAM RESEARCH CORP
+$710.3K
9,770
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$690.5K
41,526
-5%
减持
CFR
CULLEN FROST BANKERS INC
-$677.6K
55,160
-2%
建仓
BIL
SPDR SER TR
+$637.2K
6,946
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$616.6K
36,282
+108%
减持
DOV
DOVER CORP
-$582.7K
34,740
-3%
增持
GPC
GENUINE PARTS CO
+$568.8K
70,662
+5%
清仓
APOC
INNOVATOR ETFS TRUST
-$566.4K
0
-100%
清仓
OCTM
FIRST TR EXCHNG TRADED FD VI
-$564.6K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$559.2K
38,710
+8%
减持
TXN
TEXAS INSTRS INC
-$555.2K
48,506
-2%
增持
MBSF
VALUED ADVISERS TR
+$542.1K
389,228
+6%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
-$518.6K
24,209
-17%
增持
VMI
VALMONT INDS INC
-$507.7K
24,485
+0%
减持
SEMI
COLUMBIA ETF TR I
-$483.5K
131,463
-0%
增持
LMT
LOCKHEED MARTIN CORP
+$481.6K
18,143
+16%
建仓
XFIV
BONDBLOXX ETF TRUST
+$469.0K
9,555
减持
GGG
GRACO INC
-$467.9K
116,837
-4%
增持
ORCL
ORACLE CORP
+$456.6K
10,706
+72%
增持
MA
MASTERCARD INCORPORATED
+$450.7K
19,148
+0%
建仓
DECM
FIRST TR EXCHNG TRADED FD VI
+$433.7K
14,186
增持
ICOW
PACER FDS TR
+$426.1K
115,947
+5%
增持
AOS
SMITH A O CORP
+$411.7K
36,976
+26%
增持
NKE
NIKE INC
-$378.4K
77,992
+11%
增持
SNPS
SYNOPSYS INC
+$376.8K
4,249
+43%
增持
PEP
PEPSICO INC
+$374.7K
76,604
+5%
减持
ROP
ROPER TECHNOLOGIES INC
+$373.3K
5,821
-1%
减持
SPTM
SPDR SER TR
-$373.0K
26,553
-13%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$359.6K
0
-100%
减持
FTLS
FIRST TR EXCH TRADED FD III
-$351.6K
146,626
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$342.7K
5,877
+17%
减持
COST
COSTCO WHSL CORP NEW
+$325.3K
16,846
-1%
增持
AGOX
STARBOARD INVT TR
-$309.5K
247,815
+6%
清仓
TGT
TARGET CORP
-$307.8K
0
-100%
增持
MKL
MARKEL GROUP INC
+$299.7K
585
+27%
增持
SPYG
SPDR SER TR
-$294.3K
48,555
+2%
增持
ALB
ALBEMARLE CORP
-$288.3K
50,326
+11%
减持
IVE
ISHARES TR
-$283.5K
83,643
-2%
增持
AVEM
AMERICAN CENTY ETF TR
+$279.9K
112,783
+2%
清仓
CSR
CENTERSPACE
-$277.4K
0
-100%
增持
VRT
VERTIV HOLDINGS CO
-$273.2K
6,833
+1%
增持
LLY
ELI LILLY & CO
+$268.4K
2,109
+10%
增持
FLTR
VANECK ETF TRUST
+$266.3K
345,316
+3%
减持
SPGI
S&P GLOBAL INC
-$265.3K
8,246
-8%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$262.3K
32,523
+1%
建仓
RR
RICHTECH ROBOTICS INC
+$257.1K
129,863
减持
VLTO
VERALTO CORP
-$256.1K
23,026
-6%
建仓
OSCR
OSCAR HEALTH INC
+$256.0K
19,524
清仓
—
MEDTRONIC PLC
-$249.8K
0
-100%
增持
JHID
JOHN HANCOCK EXCHANGE TRADED
+$248.0K
46,842
+10%
减持
LOW
LOWES COS INC
-$246.0K
8,634
-6%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$244.7K
95,125
+4%
增持
NUE
NUCOR CORP
+$241.0K
60,210
+0%
清仓
—
BUNGE GLOBAL SA
-$237.1K
0
-100%
减持
HRL
HORMEL FOODS CORP
-$236.0K
320,180
-1%
增持
UNP
UNION PAC CORP
+$221.2K
10,969
+6%
建仓
CMC
COMMERCIAL METALS CO
+$220.8K
4,800
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$204.5K
590,708
+2%
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$204.5K
1,807
减持
TLT
ISHARES TR
-$203.8K
20,874
-13%
增持
COWZ
PACER FDS TR
+$194.0K
127,870
+6%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$191.0K
12,548
+44%
增持
STZ
CONSTELLATION BRANDS INC
-$190.0K
35,281
+17%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$189.8K
22,930
+26%
增持
INTC
INTEL CORP
+$183.5K
65,682
+1%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$181.1K
428,388
+1%
减持
DEM
WISDOMTREE TR
-$175.3K
33,706
-14%
增持
PM
PHILIP MORRIS INTL INC
+$167.5K
3,519
+8%
减持
HIMS
HIMS & HERS HEALTH INC
-$164.0K
15,994
-39%
增持
TSN
TYSON FOODS INC
+$157.6K
11,519
+15%
减持
SFLR
INNOVATOR ETFS TRUST
-$152.4K
15,902
-20%
减持
UNH
UNITEDHEALTH GROUP INC
-$144.8K
930
-26%
减持
V
VISA INC
-$143.8K
1,124
-34%
增持
BKE
BUCKLE INC
-$142.9K
11,448
+0%
增持
LULU
LULULEMON ATHLETICA INC
-$139.5K
7,647
+27%
增持
F
FORD MTR CO
+$139.2K
37,276
+57%
减持
OCTW
AIM ETF PRODUCTS TRUST
-$133.2K
12,238
-23%
减持
FDX
FEDEX CORP
-$132.7K
1,395
-17%
减持
NOVM
FIRST TR EXCHNG TRADED FD VI
-$130.6K
14,239
-23%
减持
KO
COCA COLA CO
-$124.8K
4,748
-36%
增持
AVGO
BROADCOM INC
+$114.5K
13,055
+46%
清仓
GSIT
GSI TECHNOLOGY INC
-$113.9K
0
-100%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$106.5K
36,499
+17%
减持
AGGY
WISDOMTREE TR
-$103.3K
62,642
-5%
建仓
AGNC
AGNC INVT CORP
+$101.4K
10,583
