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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 25
增持 52
减持 73
方向
标的
Δ市值
现股数(环比)
建仓
BFLB
EA SERIES TRUST
+$52.7M
1,032,349
增持
IVV
ISHARES TR
+$20.5M
68,939
+73%
增持
GOOGL
ALPHABET INC
+$14.0M
65,593
+146%
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
+$12.6M
62,813
+83%
减持
UDEC
INNOVATOR ETFS TRUST
-$10.1M
61,160
-81%
减持
DECT
AIM ETF PRODUCTS TRUST
-$10.0M
42,453
-87%
减持
BDEC
INNOVATOR ETFS TRUST
-$9.7M
32,035
-86%
减持
GAUG
FIRST TR EXCHNG TRADED FD VI
-$9.7M
45,407
-85%
减持
UMAR
INNOVATOR ETFS TRUST
-$9.7M
43,978
-85%
增持
NVDA
NVIDIA CORPORATION
+$9.4M
206,761
+32%
增持
—
EXXON MOBIL CORP
+$7.8M
97,326
+180%
增持
AGGY
WISDOMTREE TR
+$7.8M
240,318
+277%
建仓
SGVT
SCHWAB STRATEGIC TR
+$7.1M
71,131
减持
FLBL
FRANKLIN TEMPLETON ETF TR
-$6.9M
476,378
-37%
增持
EPS
WISDOMTREE TR
+$6.2M
233,293
+56%
减持
CASY
CASEYS GEN STORES INC
-$6.2M
26,751
-28%
减持
MSM
MSC INDL DIRECT INC
-$6.1M
76,306
-44%
建仓
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$5.9M
116,419
减持
BRO
BROWN & BROWN INC
-$5.6M
46,600
-53%
减持
GPC
GENUINE PARTS CO
-$5.6M
43,227
-45%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$5.5M
152,376
+66%
减持
AAPL
APPLE INC
+$5.5M
382,164
-1%
减持
PEP
PEPSICO INC
-$5.4M
45,373
-47%
建仓
AGGH
SIMPLIFY EXCHANGE TRADED FUN
+$5.3M
258,407
减持
APD
AIR PRODS & CHEMS INC
-$5.2M
13,529
-57%
减持
TSN
TYSON FOODS INC
-$5.0M
89,278
-53%
减持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$5.0M
353,781
-37%
减持
RPM
RPM INTL INC
-$4.9M
43,586
-46%
增持
LLY
ELI LILLY & CO
+$4.8M
5,955
+190%
减持
EMR
EMERSON ELEC CO
-$4.8M
54,702
-40%
减持
GGG
GRACO INC
-$4.7M
68,928
-43%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.4M
14,207
+1777%
减持
COST
COSTCO WHSL CORP NEW
-$4.3M
14,474
-20%
减持
TXN
TEXAS INSTRS INC
-$4.3M
27,125
-45%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.2M
52,171
-14%
增持
IEFA
ISHARES TR
+$4.2M
106,690
+75%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$4.2M
178,725
+43%
增持
IEMG
ISHARES INC
+$4.1M
380,128
+17%
减持
LECO
LINCOLN ELEC HLDGS INC
-$4.1M
25,919
-41%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$4.1M
206,140
+33%
增持
AGG
ISHARES TR
+$4.0M
104,491
+63%
减持
LMT
LOCKHEED MARTIN CORP
-$4.0M
13,247
-36%
减持
ABBV
ABBVIE INC
-$3.9M
57,860
-22%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$3.9M
26,190
-37%
减持
NKE
NIKE INC
-$3.8M
41,253
-55%
减持
O
REALTY INCOME CORP
-$3.7M
93,047
-37%
减持
WMT
WALMART INC
-$3.7M
146,303
-25%
增持
KO
COCA COLA CO
+$3.7M
62,225
+505%
增持
AVGO
BROADCOM INC
+$3.6M
22,463
+77%
减持
VZ
VERIZON COMMUNICATIONS INC
-$3.5M
162,497
-30%
增持
META
META PLATFORMS INC
+$3.5M
30,868
+34%
增持
HD
HOME DEPOT INC
+$3.3M
13,463
+309%
增持
V
VISA INC
+$3.3M
13,697
+205%
减持
AMGN
AMGEN INC
-$3.1M
23,253
-39%
增持
JGLO
J P MORGAN EXCHANGE TRADED F
+$3.1M
172,944
+37%
增持
CAT
CATERPILLAR INC
+$3.1M
9,921
+82%
增持
ORCL
ORACLE CORP
+$3.0M
28,173
+219%
建仓
VOYG
VOYAGER TECHNOLOGIES INC
+$3.0M
114,208
建仓
WTPI
WISDOMTREE TR
+$2.9M
88,324
减持
MA
MASTERCARD INCORPORATED
-$2.9M
15,804
-24%
减持
CFR
CULLEN FROST BANKERS INC
-$2.8M
40,142
-35%
减持
AGOX
STARBOARD INVT TR
-$2.7M
345,756
-16%
建仓
QHY
WISDOMTREE TR
+$2.6M
56,584
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$2.6M
557,443
-14%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$2.6M
104,671
+59%
减持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
-$2.5M
558,393
-15%
减持
QQQ
INVESCO QQQ TR
-$2.5M
2,679
-61%
减持
STZ
CONSTELLATION BRANDS INC
-$2.4M
16,515
-53%
减持
DOV
DOVER CORP
-$2.4M
20,195
-47%
增持
MINT
PIMCO ETF TR
+$2.4M
142,478
+20%
减持
BBUS
J P MORGAN EXCHANGE TRADED F
-$2.4M
5,443
-78%
建仓
EMLC
VANECK ETF TRUST
+$2.3M
90,924
减持
MBSF
VALUED ADVISERS TR
-$2.3M
373,532
-20%
减持
CLOI
VANECK ETF TRUST
-$2.3M
282,187
-13%
减持
FLTR
VANECK ETF TRUST
-$2.3M
331,628
-21%
建仓
PFFD
GLOBAL X FDS
+$2.3M
120,832
减持
LNG
CHENIERE ENERGY INC
-$2.3M
10,877
-42%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.2M
9,177
-41%
建仓
HYIN
WISDOMTREE TR
+$2.2M
137,363
增持
MCD
MCDONALDS CORP
+$2.2M
11,450
+163%
增持
TMUS
T-MOBILE US INC
+$2.1M
12,689
+579%
减持
NUE
NUCOR CORP
-$2.1M
42,753
-36%
增持
ABT
ABBOTT LABS
+$2.1M
23,713
+259%
减持
AMZN
AMAZON COM INC
-$2.1M
68,761
-16%
减持
FTLS
FIRST TR EXCH TRADED FD III
-$2.0M
185,142
-14%
减持
BX
BLACKSTONE INC
-$2.0M
25,141
-27%
增持
SPY
SPDR S&P 500 ETF TR
+$1.9M
12,062
+26%
减持
AOS
SMITH A O CORP
-$1.8M
21,576
-51%
增持
TSLA
TESLA INC
+$1.8M
17,008
+29%
减持
ROP
ROPER TECHNOLOGIES INC
-$1.8M
3,687
-46%
减持
SPGI
S&P GLOBAL INC
-$1.8M
5,928
-41%
增持
PG
PROCTER AND GAMBLE CO
+$1.7M
21,450
+141%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.7M
32,777
+756%
减持
DGRO
ISHARES TR
-$1.7M
255,592
-10%
减持
CVX
CHEVRON CORP NEW
-$1.6M
86,332
-9%
减持
JNJ
JOHNSON & JOHNSON
-$1.6M
54,215
-22%
增持
BAC
BANK AMERICA CORP
+$1.5M
39,491
+190%
增持
SPAB
SPDR SERIES TRUST
+$1.5M
917,996
+7%
减持
ADBE
ADOBE INC
-$1.5M
8,136
-33%
减持
TLH
ISHARES TR
-$1.4M
2,121
-87%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$1.4M
28,613
减持
VLTO
VERALTO CORP
-$1.4M
16,089
-43%
增持
IVE
ISHARES TR
+$1.4M
99,316
+4%
建仓
AXP
AMERICAN EXPRESS CO
+$1.4M
3,777
增持
SCHW
SCHWAB CHARLES CORP
+$1.4M
19,033
+255%
减持
SNPS
SYNOPSYS INC
-$1.4M
2,212
-55%
增持
JFLX
J P MORGAN EXCHANGE TRADED F
+$1.3M
94,882
+39%
减持
TDV
PROSHARES TR
-$1.3M
89,880
-15%
增持
—
ASTRAZENECA PLC
+$1.3M
86,062
+0%
增持
GILD
GILEAD SCIENCES INC
+$1.3M
13,494
+317%
建仓
MU
MICRON TECHNOLOGY INC
+$1.3M
4,509
增持
MRK
MERCK & CO INC
+$1.2M
23,003
+63%
减持
ASTS
AST SPACEMOBILE INC
+$1.2M
52,488
-0%
增持
T
AT&T INC
+$1.2M
63,357
+415%
建仓
FSSL
FS SPECIALTY LENDING FD
+$1.2M
86,673
增持
ISRG
INTUITIVE SURGICAL INC
+$1.2M
3,593
+92%
建仓
BTAL
AGF INVTS TR
+$1.2M
80,982
增持
GE
GE AEROSPACE
+$1.1M
4,690
+362%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.1M
1,037,777
+1%
增持
GEV
GE VERNOVA INC
+$1.1M
5,303
+38%
建仓
PJUL
INNOVATOR ETFS TRUST
+$1.1M
23,581
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.1M
6,157
+339%
建仓
AMAT
APPLIED MATLS INC
+$1.1M
4,212
减持
AVIG
AMERICAN CENTY ETF TR
-$1.1M
8,488
-75%
减持
JHID
JOHN HANCOCK EXCHANGE TRADED
-$1.1M
36,260
-47%
减持
VTI
VANGUARD INDEX FDS
-$1.1M
176,127
-4%
建仓
PAPR
INNOVATOR ETFS TRUST
+$1.1M
27,007
增持
NVS
NOVARTIS AG
+$1.0M
16,230
+73%
建仓
POCT
INNOVATOR ETFS TRUST
+$1.0M
23,409
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.0M
181,089
+14%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$1.0M
211,500
-9%
增持
JPM
JPMORGAN CHASE & CO.
+$967.6K
38,360
+6%
减持
BIL
SPDR SERIES TRUST
-$967.5K
302,987
-3%
增持
AVEM
AMERICAN CENTY ETF TR
+$923.7K
229,978
+3%
减持
LULU
LULULEMON ATHLETICA INC
-$887.1K
4,041
-58%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$881.9K
29,311
-9%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$877.2K
37,550
+18%
建仓
NTSI
WISDOMTREE TR
+$838.5K
19,019
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$828.3K
18,332
-44%
减持
ALB
ALBEMARLE CORP
-$799.5K
33,041
-51%
建仓
LRCX
LAM RESEARCH CORP
+$766.5K
4,478
建仓
BA
BOEING CO
+$693.9K
3,196
减持
COIN
COINBASE GLOBAL INC
-$655.8K
3,910
-14%
建仓
PANW
PALO ALTO NETWORKS INC
+$653.5K
3,548
建仓
APH
AMPHENOL CORP NEW
+$632.7K
4,682
减持
GOOG
ALPHABET INC
+$622.4K
91,253
-21%
减持
SEMI
COLUMBIA ETF TR I
-$621.4K
166,748
-9%
增持
HYLB
DBX ETF TR
+$605.9K
72,953
+30%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$597.5K
7,009
减持
REGL
PROSHARES TR
-$577.8K
12,173
-35%
