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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 27
增持 62
减持 56
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$34.6M
125,181
+82%
减持
BIL
SPDR SERIES TRUST
-$17.2M
114,666
-62%
建仓
PAAA
PGIM ETF TR
+$16.1M
314,049
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
EPS
WISDOMTREE TR
+$14.7M
459,137
+97%
增持
AGG
ISHARES TR
+$12.6M
231,674
+122%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$12.2M
364,349
+77%
增持
IEMG
ISHARES INC
+$11.5M
531,492
+40%
增持
AGGY
WISDOMTREE TR
+$11.5M
507,625
+111%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$10.6M
406,896
+125%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$10.6M
325,895
+82%
增持
JGLO
J P MORGAN EXCHANGE TRADED F
+$10.4M
338,342
+96%
增持
NVDA
NVIDIA CORPORATION
+$9.5M
275,706
+33%
减持
MINT
PIMCO ETF TR
-$9.4M
48,670
-66%
增持
AGGH
SIMPLIFY EXCHANGE TRADED FUN
+$9.3M
718,613
+178%
减持
VTI
VANGUARD INDEX FDS
-$8.9M
156,274
-11%
增持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$8.3M
286,783
+146%
增持
BOXX
EA SERIES TRUST
+$8.2M
109,680
+175%
建仓
—
ASTRAZENECA PLC
+$8.0M
40,405
清仓
—
ASTRAZENECA PLC
-$7.9M
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$7.9M
42,648
+2610%
增持
QHY
WISDOMTREE TR
+$7.8M
229,310
+305%
增持
IEFA
ISHARES TR
+$7.8M
191,382
+79%
减持
FLBL
FRANKLIN TEMPLETON ETF TR
-$7.0M
181,598
-62%
建仓
STXV
EA SERIES TRUST
+$6.7M
189,820
建仓
STXG
EA SERIES TRUST
+$6.6M
140,954
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$6.4M
243,522
+60%
减持
MBSF
VALUED ADVISERS TR
-$6.4M
123,803
-67%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$6.4M
197,056
+88%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$6.3M
378,290
-32%
增持
GOOGL
ALPHABET INC
+$6.2M
92,913
+42%
减持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
-$6.2M
371,916
-33%
增持
—
EXXON MOBIL CORP
+$6.1M
105,133
+8%
减持
IGRO
ISHARES TR
-$6.0M
93,611
-44%
减持
SGVT
SCHWAB STRATEGIC TR
-$6.0M
11,167
-84%
减持
FLTR
VANECK ETF TRUST
-$5.5M
114,484
-65%
增持
AMAT
APPLIED MATLS INC
+$5.4M
18,927
+349%
减持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$5.3M
119,357
-66%
减持
COWZ
PACER FDS TR
-$5.2M
116,749
-44%
减持
DGRO
ISHARES TR
-$5.1M
179,952
-30%
增持
JFLX
J P MORGAN EXCHANGE TRADED F
+$5.0M
197,158
+108%
减持
AGOX
STARBOARD INVT TR
-$5.0M
184,469
-47%
增持
WTPI
WISDOMTREE TR
+$4.9M
244,805
+177%
减持
MOAT
VANECK ETF TRUST
-$4.7M
55,504
-43%
减持
CLOI
VANECK ETF TRUST
-$4.3M
200,819
-29%
增持
CAT
CATERPILLAR INC
+$4.1M
13,770
+39%
增持
HYIN
WISDOMTREE TR
+$3.9M
424,306
+209%
增持
EMLC
VANECK ETF TRUST
+$3.8M
244,517
+169%
减持
FTLS
FIRST TR EXCH TRADED FD III
-$3.8M
133,010
-28%
减持
TDV
PROSHARES TR
-$3.7M
48,091
-46%
增持
META
META PLATFORMS INC
+$3.6M
41,954
+36%
建仓
STXF
EA SERIES TRUST
+$3.6M
85,958
建仓
GXPC
GLOBAL X FDS
+$3.5M
126,631
减持
JPM
JPMORGAN CHASE & CO
-$3.5M
30,167
-21%
增持
JNJ
JOHNSON & JOHNSON
+$3.4M
59,970
+11%
增持
LLY
ELI LILLY & CO
+$3.4M
10,667
+79%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$3.4M
95,696
+192%
建仓
TRUT
VANECK ETF TRUST
+$3.4M
140,954
增持
AAPL
APPLE INC
+$3.3M
422,306
+11%
建仓
STXK
EA SERIES TRUST
+$3.1M
92,929
减持
CVX
CHEVRON CORPORATION
+$3.1M
78,379
-9%
增持
MU
MICRON TECHNOLOGY INC
+$2.9M
12,361
+174%
减持
ICOW
PACER FDS TR
-$2.9M
95,846
-47%
减持
GOOG
ALPHABET INC
-$2.9M
89,805
-2%
增持
KO
COCA COLA CO
+$2.8M
94,425
+52%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$2.7M
20,733
-21%
增持
AVGO
BROADCOM INC
+$2.6M
33,588
+50%
建仓
PNC
PNC FINL SVCS GROUP INC
+$2.6M
12,278
减持
SPYG
SPDR SERIES TRUST
-$2.5M
58,630
-24%
减持
SEMI
COLUMBIA ETF TR I
-$2.5M
91,734
-45%
建仓
FLRT
PACER FDS TR
+$2.4M
52,569
增持
BTAL
AGF INVTS TR
+$2.4M
255,488
+215%
建仓
STXT
EA SERIES TRUST
+$2.4M
118,825
减持
GPC
GENUINE PARTS CO
-$2.4M
27,991
-35%
减持
EMR
EMERSON ELEC CO
-$2.3M
37,504
-31%
增持
NFLX
NETFLIX INC.
+$2.2M
49,229
+83%
增持
V
VISA INC
+$2.1M
22,964
+68%
增持
WMT
WALMART INC
+$2.1M
147,746
+1%
清仓
OUSA
ALPS ETF TR
-$2.0M
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$2.0M
37,730
+424%
减持
BRO
BROWN & BROWN INC
-$1.9M
27,151
-42%
减持
LECO
LINCOLN ELEC HLDGS INC
-$1.9M
17,184
-34%
增持
HD
HOME DEPOT INC
+$1.9M
19,909
+48%
减持
RPM
RPM INTL INC
-$1.9M
26,349
-40%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.8M
7,070
-23%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.8M
15,476
+151%
增持
INTC
INTEL CORP
+$1.8M
100,947
+40%
减持
AMGN
AMGEN INC
-$1.8M
16,530
-29%
减持
GGG
GRACO INC
-$1.8M
45,623
-34%
增持
MRK
MERCK & CO INC
+$1.8M
34,993
+52%
减持
MSM
MSC INDL DIRECT INC
-$1.7M
51,102
-33%
建仓
IWF
ISHARES TR
+$1.6M
3,805
清仓
OUSM
ALPS ETF TR
-$1.6M
0
-100%
减持
CFR
CULLEN FROST BANKERS INC
-$1.6M
25,464
-37%
减持
SPGI
S&P GLOBAL INC
-$1.6M
3,570
-40%
减持
TSN
TYSON FOODS INC
-$1.6M
57,318
-36%
增持
SPYV
SPDR SERIES TRUST
+$1.5M
35,596
+325%
增持
TSLA
TESLA INC
+$1.5M
24,699
+45%
减持
O
REALTY INCOME CORP
-$1.5M
60,936
-35%
减持
ADBE
ADOBE INC
-$1.5M
5,502
-32%
增持
PG
PROCTER & GAMBLE CO
+$1.5M
31,707
+48%
减持
DOV
DOVER CORP
-$1.4M
12,070
-40%
减持
IWM
ISHARES TR
-$1.4M
4,045
-59%
增持
MCD
MCDONALDS CORP
+$1.4M
15,821
+38%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.4M
51,873
-1%
减持
PEP
PEPSICO INC
-$1.4M
33,195
-27%
减持
NKE
NIKE INC
-$1.4M
24,140
-41%
增持
TMUS
T-MOBILE US INC
+$1.3M
18,628
+47%
减持
GS
GOLDMAN SACHS GROUP INC
-$1.3M
304
-83%
减持
COST
COSTCO WHOLESALE CORPORATION
+$1.3M
13,835
-4%
建仓
ACEI
INNOVATOR ETFS TRUST
+$1.3M
55,668
增持
T
AT&T INC
+$1.3M
98,373
+55%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.3M
167,669
+18%
减持
ABBV
ABBVIE INC
-$1.2M
55,150
-5%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.2M
21,798
+53%
建仓
NOBL
PROSHARES TR
+$1.2M
11,366
建仓
ACII
INNOVATOR ETFS TRUST
+$1.2M
47,355
增持
GLD
SPDR GOLD TR
+$1.2M
6,946
+51%
增持
VXUS
VANGUARD STAR FDS
+$1.2M
19,722
+325%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$1.2M
201,764
-5%
减持
GEV
GE VERNOVA INC
+$1.1M
5,251
-1%
建仓
STXE
EA SERIES TRUST
+$1.1M
28,368
建仓
QLC
FLEXSHARES TR
+$1.1M
14,124
建仓
RGTI
RIGETTI COMPUTING INC
+$1.1M
78,444
建仓
TILT
FLEXSHARES TR
+$1.1M
4,539
建仓
RWL
INVESCO EXCH TRADED FD TR II
+$1.1M
9,474
增持
GILD
GILEAD SCIENCES INC
+$1.1M
19,692
+46%
减持
NUE
NUCOR CORP
-$1.1M
34,999
-18%
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$1.0M
6,113
建仓
CHAT
TIDAL TRUST II
+$1.0M
16,367
增持
GE
GE AEROSPACE
+$998.9K
8,611
+84%
清仓
SDVY
FIRST TR EXCHANGE-TRADED FD
-$982.4K
0
-100%
建仓
TLTD
FLEXSHARES TR
+$975.0K
10,374
增持
AMZN
AMAZON COM INC
+$969.1K
80,859
+18%
减持
ROP
ROPER TECHNOLOGIES INC
-$956.0K
1,936
-47%
减持
ALB
ALBEMARLE CORP
-$907.9K
20,974
-37%
建仓
ARM
ARM HOLDINGS PLC
+$902.8K
5,968
减持
—
EATON CORP PLC
-$895.5K
1,126
-72%
清仓
COIN
COINBASE GLOBAL INC
-$884.2K
0
-100%
减持
APD
AIR PRODUCTS AND CHEMICALS I
-$884.1K
8,461
-37%
增持
LRCX
LAM RESEARCH CORP
+$877.8K
7,696
+72%
增持
BX
BLACKSTONE INC
-$843.1K
26,370
+5%
增持
SCHW
SCHWAB CHARLES CORP
+$809.1K
28,843
+52%
建仓
IWO
ISHARES TR
+$796.8K
2,539
减持
VZ
VERIZON COMMUNICATIONS INC
+$792.8K
147,635
-9%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$790.1K
31,839
+41%
建仓
OMFL
INVESCO EXCH TRD SLF IDX FD
+$774.6K
12,885
减持
NVS
NOVARTIS AG
-$772.1K
9,594
-41%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$764.1K
50,852
+35%
增持
HYLB
DBX ETF TR
+$759.7K
95,314
+31%
建仓
CVNA
CARVANA CO
+$749.2K
2,383
