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Welch Financial Planning, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Welch Financial Planning, LLC

报告期 2026-03-31 · CIK 0002085141

持仓数

67

前50大市值合计

$135.0M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

DIVB ISHARES TR

CORE DIVID ETF

$12.5M

231,557

9.3%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$12.3M

92,376

9.1%

BA BOEING CO

COM

$11.8M

59,503

8.8%

JGRO J P MORGAN EXCHANGE TRADED F

ACTIVE GROWTH

$11.7M

138,201

8.7%

LST MANAGED PORTFOLIO SERIES

LEUTHOLD SELECT

$8.3M

205,166

6.1%

JTEK J P MORGAN EXCHANGE TRADED F

U S TECH LEADERS

$7.0M

88,517

5.2%

XBJL INNOVATOR ETFS TRUST

US EQT ACLRTD 9

$6.7M

176,603

5.0%

EYLD CAMBRIA ETF TR

EMRG SHAREHLDR

$6.7M

161,387

5.0%

IDMO INVESCO EXCH TRADED FD TR II

S&P INTL MOMNT

$5.8M

106,162

4.3%

EWX SPDR INDEX SHS FDS

STATE STREET SPD

$5.6M

84,274

4.1%

EMMF WISDOMTREE TR

EMGRING MKTS

$4.1M

123,040

3.0%

DIVO AMPLIFY ETF TR

CWP ENHANCED DIV

$3.5M

78,891

2.6%

DDFS INNOVATOR ETFS TRUST

EQUITY DUAL DIRC

$3.4M

163,144

2.6%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$3.1M

6,566

2.3%

XDQQ INNOVATOR ETFS TRUST

GROWTH ACCELERAT

$3.1M

84,999

2.3%

DDFL INNOVATOR ETFS TRUST

EQUITY DUAL DIRT

$2.5M

123,676

1.9%

AAPL APPLE INC

COM

$2.4M

9,364

1.8%

MCH MATTHEWS ASIA FDS

CHINA ACTIVE ETF

$2.1M

79,924

1.6%

DDFD INNOVATOR ETFS TRUST

EQUITY DUAL DIRE

$1.8M

94,533

1.3%

XTOC INNOVATOR ETFS TRUST

US EQTY ACCELRTD

$1.5M

46,990

1.1%

YEAR AB ACTIVE ETFS INC

ULTRA SHORT INCM

$1.3M

26,075

1.0%

BPRE BLUEROCK PVT REAL ESTATE FD

COM

$1.2M

71,047

0.9%

XBOC INNOVATOR ETFS TRUST

US EQTY ACCELRT9

$868.6K

26,411

0.6%

SMCF THEMES ETF TR

US SM CAP CASH

$857.1K

24,597

0.6%

PJUL INNOVATOR ETFS TRUST

US EQTY PWR BUF

$837.6K

18,222

0.6%

XBAP INNOVATOR ETFS TRUST

US EQUITY ACCELE

$827.4K

21,137

0.6%

MSFT MICROSOFT CORP

COM

$817.7K

2,209

0.6%

GOOG ALPHABET INC

CAP STK CL C

$806.9K

2,813

0.6%

NVDA NVIDIA CORPORATION

COM

$779.1K

4,467

0.6%

GOOGL ALPHABET INC

CAP STK CL A

$764.9K

2,660

0.6%

ARCC ARES CAPITAL CORP

COM

$753.9K

41,835

0.6%

WISE THEMES ETF TR

GENERATIVE ARTIF

$734.2K

22,831

0.5%

DDFO INNOVATOR ETFS TRUST

EQUITY DUAL DIRE

$690.2K

32,173

0.5%

QTOC INNOVATOR ETFS TRUST

GROWTH ACCELRTD

$664.0K

20,034

0.5%

SOXX ISHARES TR

ISHARES SEMICDTR

$552.1K

1,680

0.4%

BALL BALL CORP

COM

$542.8K

9,183

0.4%

XBJA INNOVATOR ETFS TRUST

US EQT ACC 9 BFR

$522.0K

16,687

0.4%

JNJ JOHNSON & JOHNSON

COM

$507.2K

2,075

0.4%

ABBV ABBVIE INC

COM

$505.9K

2,326

0.4%

DMBS DOUBLELINE ETF TRUST

MORTGAGE ETF

$454.7K

9,209

0.3%

COWZ PACER FDS TR

US CASH COWS 100

$444.7K

7,109

0.3%

DDFN INNOVATOR ETFS TRUST

EQUITY DUAL NOV

$435.2K

22,903

0.3%

XTJA INNOVATOR ETFS TRUST

US EQTY ACC PLUS

$391.0K

12,832

0.3%

SMH VANECK ETF TRUST

SEMICONDUCTR ETF

$387.2K

1,010

0.3%

AMZN AMAZON COM INC

COM

$386.1K

1,854

0.3%

QTJA INNOVATOR ETFS TRUST

GRWT ACCLTD PLUS

$382.9K

13,469

0.3%

USB US BANCORP

COM NEW

$382.4K

7,352

0.3%

COST COSTCO WHOLESALE CORPORATION

COM

$371.7K

373

0.3%

DDFM INNOVATOR ETFS TRUST

EQUITY DUAL DIRE

$364.5K

19,417

0.3%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$339.2K

5,985

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

47%前 6 大占比

DIVB9.3%XLK9.1%BA8.8%JGRO8.7%LST6.1%JTEK5.2%