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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 11
增持 46
减持 69
清仓 24
方向
标的
Δ市值
现股数(环比)
建仓
BIL
SPDR SERIES TRUST
+$28.7M
312,310
增持
IVV
ISHARES TR
+$20.2M
39,849
+285%
减持
AAPL
APPLE INC
+$18.1M
386,371
-1%
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
MINT
PIMCO ETF TR
+$11.9M
118,252
建仓
BDEC
INNOVATOR ETFS TRUST
+$11.3M
236,144
增持
DECT
AIM ETF PRODUCTS TRUST
+$10.3M
325,660
+766%
减持
IUSB
ISHARES TR
-$9.8M
25,102
-89%
减持
SPYM
SPDR SERIES TRUST
-$9.5M
13,937
-90%
清仓
OCTT
AIM ETF PRODUCTS TRUST
-$9.0M
0
-100%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$9.0M
154,755
+360%
增持
EPS
WISDOMTREE TR
+$8.5M
149,980
+426%
清仓
OCTP
PGIM ROCK ETF TR
-$8.3M
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$8.0M
183,158
+7%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$7.3M
91,740
+487%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$7.2M
124,843
+482%
增持
JGLO
J P MORGAN EXCHANGE TRADED F
+$6.9M
126,286
+384%
减持
GOOG
ALPHABET INC
+$6.2M
115,019
-6%
增持
AGG
ISHARES TR
+$6.0M
64,115
+1333%
减持
SCHG
SCHWAB STRATEGIC TR
-$5.4M
18,491
-91%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$5.4M
158,892
+239%
增持
IEMG
ISHARES INC
+$5.3M
325,206
+21%
减持
QUAL
ISHARES TR
-$5.0M
10,502
-73%
减持
DYNF
BLACKROCK ETF TRUST
-$4.5M
15,625
-84%
增持
AVEM
AMERICAN CENTY ETF TR
+$4.3M
223,528
+23%
增持
IEFA
ISHARES TR
+$4.3M
60,985
+397%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$3.5M
65,926
+455%
建仓
JFLX
J P MORGAN EXCHANGE TRADED F
+$3.4M
68,093
建仓
ANET
ARISTA NETWORKS INC
+$3.3M
22,555
减持
MSFT
MICROSOFT CORP
-$3.2M
34,249
-19%
减持
EFV
ISHARES TR
-$3.0M
19,009
-72%
减持
COST
COSTCO WHSL CORP NEW
-$2.7M
18,148
-8%
减持
SCHD
SCHWAB STRATEGIC TR
-$2.7M
155,354
-41%
减持
ABBV
ABBVIE INC
+$2.7M
73,927
-5%
增持
UMAR
INNOVATOR ETFS TRUST
+$2.6M
292,553
+25%
增持
GAUG
FIRST TR EXCHNG TRADED FD VI
+$2.6M
297,962
+24%
减持
DGRO
ISHARES TR
-$2.3M
285,278
-16%
清仓
MBB
ISHARES TR
-$2.3M
0
-100%
减持
EFG
ISHARES TR
-$2.2M
18,304
-52%
减持
JNJ
JOHNSON & JOHNSON
+$2.1M
69,166
-1%
减持
TXN
TEXAS INSTRS INC
-$2.1M
48,901
-8%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$2.0M
231,545
+11%
减持
IWM
ISHARES TR
-$2.0M
9,956
-52%
减持
SPYD
SPDR SERIES TRUST
-$2.0M
98,417
-34%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.0M
60,563
+3%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.0M
1,023,727
+3%
减持
BRO
BROWN & BROWN INC
-$1.9M
99,139
-2%
减持
XTEN
BONDBLOXX ETF TRUST
-$1.9M
4,329
-90%
减持
IYW
ISHARES TR
-$1.9M
6,515
-64%
增持
GEV
GE VERNOVA INC
+$1.8M
3,838
+290%
增持
GOOGL
ALPHABET INC
+$1.8M
26,695
+0%
减持
XSOE
WISDOMTREE TR
-$1.8M
20,705
-72%
增持
COWZ
PACER FDS TR
+$1.7M
223,075
+11%
增持
HYLB
DBX ETF TR
+$1.6M
56,075
+295%
清仓
BINC
BLACKROCK ETF TRUST II
-$1.6M
0
-100%
建仓
COIN
COINBASE GLOBAL INC
+$1.5M
4,563
增持
VMI
VALMONT INDS INC
+$1.5M
24,602
+0%
减持
TSLA
TESLA INC
+$1.5M
13,185
-4%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.5M
32,639
减持
IVE
ISHARES TR
-$1.5M
95,197
-12%
清仓
THC
TENET HEALTHCARE CORP
-$1.5M
0
-100%
减持
MTUM
ISHARES TR
-$1.5M
851
-88%
减持
EMXC
ISHARES INC
-$1.4M
7,974
-74%
增持
UDEC
INNOVATOR ETFS TRUST
+$1.4M
326,162
+7%
增持
SPAB
SPDR SERIES TRUST
+$1.4M
857,845
+6%
清仓
BJUL
INNOVATOR ETFS TRUST
-$1.3M
0
-100%
清仓
JULT
AIM ETF PRODUCTS TRUST
-$1.3M
0
-100%
减持
OEF
ISHARES TR
-$1.3M
4,160
-53%
减持
LNG
CHENIERE ENERGY INC
-$1.3M
18,596
-20%
清仓
BFEB
INNOVATOR ETFS TRUST
-$1.3M
0
-100%
减持
STZ
CONSTELLATION BRANDS INC
-$1.3M
34,946
-5%
增持
—
EATON CORP PLC
+$1.3M
4,309
+370%
减持
IAU
ISHARES GOLD TR
-$1.3M
4,935
-81%
增持
IGRO
ISHARES TR
+$1.2M
177,874
+9%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.2M
41,246
-6%
增持
AGOX
STARBOARD INVT TR
+$1.2M
410,259
+7%
减持
ALB
ALBEMARLE CORP
+$1.2M
67,499
-2%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$1.1M
22,193
减持
GPC
GENUINE PARTS CO
+$1.1M
78,488
-3%
减持
CASY
CASEYS GEN STORES INC
+$1.1M
37,070
-5%
减持
LLY
ELI LILLY & CO
-$1.0M
2,050
-38%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.0M
649,043
-0%
增持
TLH
ISHARES TR
+$982.4K
15,928
+146%
增持
LMT
LOCKHEED MARTIN CORP
+$981.5K
20,774
+2%
增持
SPYG
SPDR SERIES TRUST
+$959.8K
79,290
+3%
清仓
LRCX
LAM RESEARCH CORP
-$956.3K
0
-100%
清仓
HEFA
ISHARES TR
-$953.5K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$920.6K
15,503
-5%
减持
CVX
CHEVRON CORP NEW
+$892.1K
95,126
-2%
减持
DOV
DOVER CORP
-$872.9K
38,116
-3%
增持
MOAT
VANECK ETF TRUST
+$867.4K
101,042
+4%
清仓
AVUS
AMERICAN CENTY ETF TR
-$866.8K
0
-100%
建仓
BJAN
INNOVATOR ETFS TRUST
+$856.0K
16,146
清仓
OCTW
AIM ETF PRODUCTS TRUST
-$854.9K
0
-100%
清仓
PBSE
PGIM ROCK ETF TR
-$852.1K
0
-100%
减持
EMR
EMERSON ELEC CO
-$844.5K
91,586
-5%
减持
NVDA
NVIDIA CORPORATION
+$823.5K
156,090
-13%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$822.5K
216,405
+0%
减持
BBUS
J P MORGAN EXCHANGE TRADED F
-$818.9K
25,282
-27%
增持
TDV
PROSHARES TR
+$818.0K
105,200
+6%
增持
INTC
INTEL CORP
+$806.9K
71,772
+0%
清仓
KR
KROGER CO
-$783.3K
0
-100%
减持
GGG
GRACO INC
-$753.2K
121,859
-6%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$728.6K
26,320
-27%
清仓
BA
BOEING CO
-$713.9K
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
+$689.9K
2,277
+63%
清仓
SU
SUNCOR ENERGY INC NEW
-$688.5K
0
-100%
建仓
FDEC
FIRST TR EXCHNG TRADED FD VI
+$684.6K
13,903
减持
WMT
WALMART INC
+$668.7K
193,887
-2%
减持
LECO
LINCOLN ELEC HLDGS INC
+$661.9K
43,635
-6%
增持
ICOW
PACER FDS TR
+$659.9K
188,055
+3%
增持
CLOI
VANECK ETF TRUST
+$647.2K
323,776
+4%
减持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$637.9K
653,927
-1%
减持
LULU
LULULEMON ATHLETICA INC
-$634.0K
9,705
-2%
减持
ROP
ROPER TECHNOLOGIES INC
-$613.0K
6,845
-4%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$606.8K
19,821
+36%
增持
—
ASTRAZENECA PLC
+$595.4K
86,013
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$592.1K
31,780
-17%
减持
TSN
TYSON FOODS INC
-$566.7K
189,304
-2%
减持
BOXX
EA SERIES TRUST
-$563.3K
39,651
-12%
减持
SPGI
S&P GLOBAL INC
-$559.6K
10,006
-3%
增持
MBSF
VALUED ADVISERS TR
+$557.5K
467,547
+5%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$553.3K
0
-100%
增持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$550.4K
559,666
+1%
减持
SEMI
COLUMBIA ETF TR I
+$546.8K
183,253
-2%
减持
APD
AIR PRODS & CHEMS INC
-$542.5K
31,467
-3%
减持
BX
BLACKSTONE INC
+$515.5K
34,277
-4%
减持
NOBL
PROSHARES TR
-$504.4K
2,009
-72%
减持
EMB
ISHARES TR
-$500.9K
3,609
-60%
减持
AMGN
AMGEN INC
-$493.4K
38,131
-5%
减持
JPM
JPMORGAN CHASE & CO.
+$492.8K
36,118
-4%
清仓
XYL
XYLEM INC
-$439.8K
0
-100%
减持
PEP
PEPSICO INC
+$435.0K
84,999
-2%
减持
MSM
MSC INDL DIRECT INC
+$431.0K
135,713
-4%
清仓
SPTI
SPDR SERIES TRUST
-$430.9K
0
-100%
减持
ORCL
ORACLE CORP
-$429.2K
8,845
-34%
清仓
SHY
ISHARES TR
-$423.7K
0
-100%
减持
AVGO
BROADCOM INC
-$423.3K
12,718
-24%
增持
FLTR
VANECK ETF TRUST
+$417.2K
419,917
+4%
清仓
SBUX
STARBUCKS CORP
-$409.0K
0
-100%
减持
IWP
ISHARES TR
-$404.5K
4,654
-40%
建仓
HYD
VANECK ETF TRUST
+$399.5K
7,848
清仓
LEAD
SIREN ETF TR
-$394.5K
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
+$389.8K
246,825
-1%
增持
NTSX
WISDOMTREE TR
+$386.5K
18,123
+54%
清仓
MUB
ISHARES TR
-$375.3K
0
-100%
减持
SNPS
SYNOPSYS INC
-$371.1K
4,886
-10%
减持
LIF
LIFE360 INC
-$352.7K
3,189
-70%
减持
O
REALTY INCOME CORP
+$348.5K
147,244
-1%
清仓
VTEB
VANGUARD MUN BD FDS
-$343.0K
0
-100%
增持
IVW
ISHARES TR
+$339.5K
30,059
+1%
