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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 46
增持 91
减持 10
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$16.4M
179,124
+63%
增持
VTI
VANGUARD INDEX FDS
+$11.9M
171,307
+17%
建仓
IUSB
ISHARES TR
+$10.9M
236,764
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
MSFT
MICROSOFT CORP
+$10.7M
42,056
+54%
建仓
SPYM
SPDR SERIES TRUST
+$10.6M
145,934
增持
TSN
TYSON FOODS INC
+$10.1M
193,885
+1583%
清仓
HRL
HORMEL FOODS CORP
-$9.9M
0
-100%
建仓
OCTT
AIM ETF PRODUCTS TRUST
+$9.0M
224,727
建仓
GAUG
FIRST TR EXCHNG TRADED FD VI
+$8.9M
241,119
建仓
UMAR
INNOVATOR ETFS TRUST
+$8.8M
234,182
建仓
OCTP
PGIM ROCK ETF TR
+$8.3M
296,358
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$8.0M
650,529
+52%
建仓
QUAL
ISHARES TR
+$7.0M
38,502
减持
BFEB
INNOVATOR ETFS TRUST
-$6.7M
29,140
-85%
减持
DECT
AIM ETF PRODUCTS TRUST
-$6.7M
37,626
-85%
减持
JULT
AIM ETF PRODUCTS TRUST
-$6.7M
31,739
-85%
减持
BJUL
INNOVATOR ETFS TRUST
-$6.7M
28,636
-85%
增持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$6.6M
658,530
+42%
建仓
SCHG
SCHWAB STRATEGIC TR
+$6.0M
203,981
增持
AVEM
AMERICAN CENTY ETF TR
+$5.7M
181,867
+61%
建仓
DYNF
BLACKROCK ETF TRUST
+$5.4M
99,595
增持
IGRO
ISHARES TR
+$5.3M
163,807
+56%
增持
AGOX
STARBOARD INVT TR
+$5.3M
383,944
+55%
增持
AMZN
AMAZON COM INC
+$5.2M
82,352
+22%
增持
IVE
ISHARES TR
+$5.2M
108,201
+29%
增持
EMR
EMERSON ELEC CO
+$5.1M
96,443
+37%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$4.9M
215,979
+47%
增持
GOOG
ALPHABET INC
+$4.9M
122,705
+14%
增持
SCHX
SCHWAB STRATEGIC TR
+$4.8M
250,064
+328%
增持
META
META PLATFORMS INC
+$4.5M
22,939
+6%
建仓
EFV
ISHARES TR
+$4.3M
67,277
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$4.2M
208,109
+42%
增持
COWZ
PACER FDS TR
+$4.1M
201,721
+58%
增持
WMT
WALMART INC
+$4.0M
197,518
+13%
建仓
BBUS
J P MORGAN EXCHANGE TRADED F
+$3.9M
34,573
增持
EFG
ISHARES TR
+$3.7M
38,140
+626%
减持
DHR
DANAHER CORPORATION
-$3.7M
2,314
-89%
增持
COST
COSTCO WHSL CORP NEW
+$3.6M
19,746
+17%
增持
TDV
PROSHARES TR
+$3.6M
99,544
+55%
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$3.6M
735,647
+25%
增持
MOAT
VANECK ETF TRUST
+$3.5M
97,525
+51%
增持
SPYG
SPDR SERIES TRUST
+$3.4M
76,864
+58%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.4M
16,275
+153%
增持
DGRO
ISHARES TR
+$3.4M
339,572
+15%
增持
CASY
CASEYS GEN STORES INC
+$3.3M
38,957
+2%
建仓
IYW
ISHARES TR
+$3.1M
18,113
增持
ESGU
ISHARES TR
+$3.1M
26,103
+691%
增持
JPM
JPMORGAN CHASE & CO.
+$2.9M
37,597
+16%
增持
SPY
SPDR S&P 500 ETF TR
+$2.9M
10,025
+71%
增持
CLOI
VANECK ETF TRUST
+$2.9M
312,471
+21%
增持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$2.8M
556,049
+14%
建仓
OEF
ISHARES TR
+$2.7M
8,884
增持
UDEC
INNOVATOR ETFS TRUST
+$2.6M
305,957
+23%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.6M
43,691
+5%
增持
ICOW
PACER FDS TR
+$2.5M
181,869
+57%
清仓
ON
ON SEMICONDUCTOR CORP
-$2.5M
0
-100%
增持
AVGO
BROADCOM INC
+$2.4M
16,757
+28%
建仓
ASTS
AST SPACEMOBILE INC
+$2.4M
51,658
增持
SCHF
SCHWAB STRATEGIC TR
+$2.4M
989,497
+0%
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$2.4M
33,652
增持
TXN
TEXAS INSTRS INC
+$2.4M
53,328
+10%
增持
MSM
MSC INDL DIRECT INC
+$2.3M
142,009
+13%
建仓
MBB
ISHARES TR
+$2.3M
24,342
增持
SEMI
COLUMBIA ETF TR I
+$2.3M
186,644
+42%
增持
XSOE
WISDOMTREE TR
+$2.2M
74,634
+605%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.2M
46,840
建仓
IVLU
ISHARES TR
+$2.1M
64,335
增持
TSLA
TESLA INC
+$2.1M
13,664
+57%
建仓
XTEN
BONDBLOXX ETF TRUST
+$2.1M
44,893
增持
IEMG
ISHARES INC
+$2.0M
268,726
+3%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$2.0M
38,568
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.9M
38,184
-1%
减持
NOW
SERVICENOW INC
-$1.9M
232
-91%
建仓
EMXC
ISHARES INC
+$1.9M
30,199
增持
LECO
LINCOLN ELEC HLDGS INC
+$1.8M
46,444
+13%
建仓
EPS
WISDOMTREE TR
+$1.8M
28,537
建仓
CMF
ISHARES TR
+$1.8M
32,174
增持
MA
MASTERCARD INCORPORATED
+$1.7M
21,714
+13%
增持
NKE
NIKE INC
+$1.7M
93,525
+20%
建仓
JGLO
J P MORGAN EXCHANGE TRADED F
+$1.7M
26,099
增持
NUE
NUCOR CORP
+$1.7M
68,834
+14%
建仓
MTUM
ISHARES TR
+$1.7M
6,946
建仓
IAU
ISHARES GOLD TR
+$1.6M
25,814
建仓
BINC
BLACKROCK ETF TRUST II
+$1.6M
29,437
增持
FLTR
VANECK ETF TRUST
+$1.5M
404,710
+17%
增持
IVW
ISHARES TR
+$1.5M
29,875
+54%
增持
GOOGL
ALPHABET INC
+$1.5M
26,652
+28%
增持
MBSF
VALUED ADVISERS TR
+$1.4M
444,784
+14%
增持
ORCL
ORACLE CORP
+$1.4M
13,340
+25%
建仓
JAVA
J P MORGAN EXCHANGE TRADED F
+$1.4M
21,463
增持
GPC
GENUINE PARTS CO
+$1.4M
80,575
+14%
增持
GGG
GRACO INC
+$1.3M
129,189
+11%
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$1.3M
15,621
建仓
AVIG
AMERICAN CENTY ETF TR
+$1.3M
32,201
增持
BX
BLACKSTONE INC
+$1.3M
35,705
+25%
增持
LMT
LOCKHEED MARTIN CORP
+$1.3M
20,272
+12%
增持
IVV
ISHARES TR
+$1.3M
10,363
+12%
建仓
VOO
VANGUARD INDEX FDS
+$1.3M
2,205
增持
SPGI
S&P GLOBAL INC
+$1.2M
10,297
+25%
增持
GLD
SPDR GOLD TR
+$1.2M
4,883
+450%
增持
PG
PROCTER AND GAMBLE CO
+$1.2M
9,843
+396%
增持
CFR
CULLEN FROST BANKERS INC
+$1.2M
63,071
+14%
减持
SPYD
SPDR SERIES TRUST
-$1.2M
149,494
-12%
增持
PM
PHILIP MORRIS INTL INC
+$1.2M
9,396
+167%
建仓
HD
HOME DEPOT INC
+$1.1M
3,133
增持
DOV
DOVER CORP
+$1.1M
39,468
+14%
增持
SPAB
SPDR SERIES TRUST
+$1.1M
812,905
+5%
增持
V
VISA INC
+$1.1M
4,275
+280%
建仓
MRK
MERCK & CO INC
+$1.1M
13,893
增持
JNJ
JOHNSON & JOHNSON
+$1.0M
70,070
+20%
增持
VMI
VALMONT INDS INC
+$1.0M
24,542
+0%
建仓
IEFA
ISHARES TR
+$1.0M
12,260
增持
—
EXXON MOBIL CORP
+$1.0M
33,996
+53%
增持
LNG
CHENIERE ENERGY INC
+$987.3K
23,314
+15%
增持
SNPS
SYNOPSYS INC
+$959.6K
5,426
+28%
建仓
HEFA
ISHARES TR
+$953.5K
25,119
建仓
AVUS
AMERICAN CENTY ETF TR
+$866.8K
8,597
建仓
PBSE
PGIM ROCK ETF TR
+$852.1K
30,678
建仓
MRCP
PGIM ROCK ETF TR
+$850.4K
28,516
增持
LLY
ELI LILLY & CO
+$849.7K
3,325
+58%
增持
NFLX
NETFLIX INC
+$842.0K
1,846
+6%
建仓
IEV
ISHARES TR
+$793.0K
12,537
增持
ADBE
ADOBE INC
+$773.0K
11,392
+20%
增持
JHID
JOHN HANCOCK EXCHANGE TRADED
+$746.9K
64,661
+38%
建仓
IWB
ISHARES TR
+$721.6K
2,125
建仓
JMEE
J P MORGAN EXCHANGE TRADED F
+$703.2K
11,876
建仓
SUSL
ISHARES TR
+$702.1K
6,480
增持
VLTO
VERALTO CORP
+$699.4K
29,156
+27%
增持
ALB
ALBEMARLE CORP
+$672.5K
68,565
+36%
增持
VZ
VERIZON COMMUNICATIONS INC
+$663.8K
236,417
+12%
建仓
TLH
ISHARES TR
+$658.1K
6,477
增持
APD
AIR PRODS & CHEMS INC
+$653.5K
32,349
+13%
增持
DGRW
WISDOMTREE TR
+$645.8K
29,924
+28%
清仓
BIL
SPDR SER TR
-$637.2K
0
-100%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$627.9K
32,387
-0%
建仓
C
CITIGROUP INC
+$627.2K
7,368
增持
DNL
WISDOMTREE TR
+$601.3K
37,159
+48%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$599.0K
36,087
-1%
增持
EMB
ISHARES TR
+$596.6K
9,117
+233%
增持
ROP
ROPER TECHNOLOGIES INC
+$594.6K
7,104
+22%
建仓
NTSX
WISDOMTREE TR
+$590.7K
11,799
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$587.1K
3,946
+114%
增持
VRT
VERTIV HOLDINGS CO
+$573.5K
8,308
+22%
建仓
PWZ
INVESCO EXCH TRADED FD TR II
+$560.1K
23,996
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$544.8K
32,461
+43%
增持
O
REALTY INCOME CORP
+$542.9K
149,322
+7%
增持
DELL
DELL TECHNOLOGIES INC
+$542.1K
10,701
+27%
增持
AAPL
APPLE INC
+$540.5K
391,440
+9%
增持
AOS
SMITH A O CORP
+$528.5K
44,918
+21%
增持
UBER
UBER TECHNOLOGIES INC
+$519.2K
18,366
+12%
