WealthPLAN Partners, LLC
OMAHA NE · SEC CIK 0001639943
$5.23亿2026Q2 申报市值
227持仓数
35.2%前十大占比 · 第一大 7.6%
24 / 23新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$714.44万
AGG 加仓+$394.82万
JCPB 加仓+$347.84万
SPYM 加仓+$345.56万
VUG 重新持有+$318.36万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$554.82万
HEQT 减仓-$257.73万
CASY 减仓-$257.09万
VTI 减仓-$248.52万
GOOG 减仓-$237.47万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| UMAR | INNOVATOR ETFS TRUST | $58.07万 | 0.11% | 13,746 | -2,155 | -13.6% | -$9.10万 | 减仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $58.54万 | 0.11% | 14,134 | -2,173 | -13.3% | -$9.00万 | 减仓 |
| ALB | ALBEMARLE CORP | $58.55万 | 0.11% | 4,336 | -9,421 | -68.5% | -$127.21万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $58.82万 | 0.11% | 12,051 | 27 | 0.2% | $1,318 | 加仓 |
| TSN | TYSON FOODS INC | $59.00万 | 0.11% | 10,306 | -25,538 | -71.2% | -$146.21万 | 减仓 |
| PSA | PUBLIC STORAGE | $60.04万 | 0.11% | 1,886 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $61.74万 | 0.12% | 6,691 | 576 | 9.4% | $5.32万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $62.88万 | 0.12% | 22,700 | 3,401 | 17.6% | $9.42万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $63.32万 | 0.12% | 4,318 | 566 | 15.1% | $8.30万 | 加仓 |
| — | GLOBAL X FDS | $63.44万 | 0.12% | 21,297 | 9,264 | 77.0% | $27.60万 | 加仓 |
| MCD | MCDONALDS CORP | $64.63万 | 0.12% | 2,391 | 102 | 4.5% | $2.76万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $66.46万 | 0.13% | 890 | 3 | 0.3% | $2,240 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $66.86万 | 0.13% | 16,042 | -5,000 | -23.8% | -$20.84万 | 减仓 |
| KLAC | KLA CORP | $66.89万 | 0.13% | 2,217 | 77 | 3.6% | $2.32万 | 加仓 |
| GEV | GE VERNOVA INC | $67.59万 | 0.13% | 575 | 12 | 2.1% | $1.41万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $67.75万 | 0.13% | 16,054 | -87 | -0.5% | -$3,671 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $69.66万 | 0.13% | 5,691 | -173 | -3.0% | -$2.12万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $71.22万 | 0.14% | 22,899 | 2,470 | 12.1% | $7.68万 | 加仓 |
| TRUT | VANECK ETF TRUST | $71.37万 | 0.14% | 22,733 | 8,916 | 64.5% | $27.99万 | 加仓 |
| BDEC | INNOVATOR ETFS TRUST | $71.70万 | 0.14% | 13,477 | -2,544 | -15.9% | -$13.53万 | 减仓 |
| BAC | BANK OF AMER CORP | $73.33万 | 0.14% | 12,869 | 964 | 8.1% | $5.49万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $74.46万 | 0.14% | 1,718 | 176 | 11.4% | $7.63万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $74.58万 | 0.14% | 8,498 | -363 | -4.1% | -$3.19万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $75.00万 | 0.14% | 25,483 | -4,658 | -15.5% | -$13.71万 | 减仓 |
| MRK | MERCK & CO INC | $77.16万 | 0.15% | 6,004 | 50 | 0.8% | $6,425 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $78.20万 | 0.15% | 1,535 | -1,775 | -53.6% | -$90.42万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $78.60万 | 0.15% | 6,737 | -589 | -8.0% | -$6.87万 | 减仓 |
| ORCL | ORACLE CORP | $78.63万 | 0.15% | 5,365 | 1,365 | 34.1% | $20.01万 | 加仓 |
| CSCO | CISCO SYS INC | $79.50万 | 0.15% | 6,768 | 2,422 | 55.7% | $28.45万 | 加仓 |
| DVY | ISHARES TR | $79.68万 | 0.15% | 5,098 | 1 | 0.0% | $156 | 加仓 |
| WTPI | WISDOMTREE TR | $80.48万 | 0.15% | 24,544 | 6,678 | 37.4% | $21.90万 | 加仓 |
| GE | GE AEROSPACE | $81.79万 | 0.16% | 2,188 | 169 | 8.4% | $6.32万 | 加仓 |
| AMGN | AMGEN INC | $83.96万 | 0.16% | 2,319 | -4,461 | -65.8% | -$161.51万 | 减仓 |
| PEP | PEPSICO INC | $85.26万 | 0.16% | 6,297 | -11,294 | -64.2% | -$152.91万 | 减仓 |
| PTRB | PGIM ETF TR | $85.42万 | 0.16% | 20,602 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $88.98万 | 0.17% | 4,035 | -553 | -12.1% | -$12.19万 | 减仓 |
| HYLB | DBX ETF TR | $89.13万 | 0.17% | 24,407 | 14,938 | 157.8% | $54.55万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $91.36万 | 0.17% | 1,779 | -1,772 | -49.9% | -$91.00万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $92.42万 | 0.18% | 42,726 | -28,842 | -40.3% | -$62.39万 | 减仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $93.39万 | 0.18% | 46,301 | 19,876 | 75.2% | $40.09万 | 加仓 |
| LLY | ELI LILLY & CO | $94.16万 | 0.18% | 785 | -15 | -1.9% | -$1.80万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $95.68万 | 0.18% | 22,598 | -24,982 | -52.5% | -$105.77万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $96.38万 | 0.18% | 19,474 | -25 | -0.1% | -$1,237 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $96.47万 | 0.18% | 6,243 | -10,099 | -61.8% | -$156.06万 | 减仓 |
| EMR | EMERSON ELEC CO | $97.56万 | 0.19% | 6,816 | -12,191 | -64.1% | -$174.50万 | 减仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $98.70万 | 0.19% | 20,115 | 8,326 | 70.6% | $40.86万 | 加仓 |
| QHY | WISDOMTREE TR | $98.76万 | 0.19% | 21,559 | 7,976 | 58.7% | $36.54万 | 加仓 |
| O | REALTY INCOME CORP | $99.31万 | 0.19% | 16,028 | -23,869 | -59.8% | -$147.89万 | 减仓 |
| TXN | TEXAS INSTRS INC | $103.95万 | 0.20% | 3,487 | -6,420 | -64.8% | -$191.38万 | 减仓 |
| NUE | NUCOR CORP | $104.84万 | 0.20% | 4,707 | -7,835 | -62.5% | -$174.51万 | 减仓 |
| MO | ALTRIA GROUP INC | $105.24万 | 0.20% | 14,627 | -257 | -1.7% | -$1.85万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $105.46万 | 0.20% | 20,327 | -2,086 | -9.3% | -$10.82万 | 减仓 |
| MSM | MSC INDL DIRECT INC | $106.14万 | 0.20% | 8,923 | -16,848 | -65.4% | -$200.42万 | 减仓 |
| SHLD | GLOBAL X FDS | $107.71万 | 0.21% | 18,039 | 2,555 | 16.5% | $15.26万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $107.81万 | 0.21% | 2,594 | 378 | 17.1% | $15.71万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $109.03万 | 0.21% | 25,291 | -14,946 | -37.1% | -$64.43万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $110.14万 | 0.21% | 39,889 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $111.32万 | 0.21% | 57,412 | 57,412 | — | $111.32万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC | $122.13万 | 0.23% | 4,600 | -5,380 | -53.9% | -$142.84万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $123.06万 | 0.24% | 26,516 | 23 | 0.1% | $1,067 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $127.13万 | 0.24% | 1,101 | -371 | -25.2% | -$42.84万 | 减仓 |
| DE | DEERE & CO | $127.84万 | 0.24% | 2,015 | -12 | -0.6% | -$7,613 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $127.92万 | 0.24% | 25,436 | 25,436 | — | $127.92万 | 新建仓 |
| KO | COCA COLA CO | $128.28万 | 0.25% | 15,784 | 1,594 | 11.2% | $12.95万 | 加仓 |
| AGGY | WISDOMTREE TR | $134.78万 | 0.26% | 30,997 | 12,648 | 68.9% | $54.99万 | 加仓 |
| MBSF | VALUED ADVISERS TR | $138.30万 | 0.26% | 53,864 | -31,315 | -36.8% | -$80.40万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $138.31万 | 0.26% | 40,871 | 14,232 | 53.4% | $48.16万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $139.13万 | 0.27% | 2,395 | 304 | 14.5% | $17.66万 | 加仓 |
| V | VISA INC | $144.29万 | 0.28% | 4,206 | 17 | 0.4% | $5,832 | 加仓 |
| GLD | SPDR GOLD TR | $144.41万 | 0.28% | 3,920 | 226 | 6.1% | $8.33万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $146.28万 | 0.28% | 52,149 | 52,149 | — | $146.28万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $148.15万 | 0.28% | 29,412 | 1,032 | 3.6% | $5.20万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.29% | 2 | 0 | 0.0% | — | 不变 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $150.56万 | 0.29% | 65,689 | -38,232 | -36.8% | -$87.63万 | 减仓 |
| — | COLUMBIA ETF TR I | $161.03万 | 0.31% | 39,682 | -24,744 | -38.4% | -$100.41万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $166.54万 | 0.32% | 36,537 | -21,905 | -37.5% | -$99.84万 | 减仓 |
| HD | HOME DEPOT INC | $168.85万 | 0.32% | 4,787 | 182 | 4.0% | $6.42万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $169.68万 | 0.32% | 10,504 | -3,428 | -24.6% | -$55.37万 | 减仓 |
| ICOW | PACER FDS TR | $169.78万 | 0.32% | 40,784 | -21,704 | -34.7% | -$90.35万 | 减仓 |
| AVGO | BROADCOM INC | $176.73万 | 0.34% | 4,679 | 769 | 19.7% | $29.05万 | 加仓 |
| FLTR | VANECK ETF TRUST | $184.46万 | 0.35% | 72,026 | -23,833 | -24.9% | -$61.04万 | 减仓 |
| GOVT | ISHARES TR | $185.04万 | 0.35% | 81,231 | 2,651 | 3.4% | $6.04万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $189.24万 | 0.36% | 6,729 | -3,234 | -32.5% | -$90.95万 | 减仓 |
| TDV | PROSHARES TR | $190.76万 | 0.36% | 18,349 | -11,468 | -38.5% | -$119.22万 | 减仓 |
| AMAT | APPLIED MATLS INC | $196.52万 | 0.38% | 2,718 | 495 | 22.3% | $35.79万 | 加仓 |
| CAT | CATERPILLAR INC | $199.08万 | 0.38% | 1,869 | 192 | 11.4% | $20.45万 | 加仓 |
| BSEP | INNOVATOR ETFS TRUST | $200.80万 | 0.38% | 38,080 | -130 | -0.3% | -$6,855 | 减仓 |
| MBB | ISHARES TR | $210.42万 | 0.40% | 22,262 | 1,442 | 6.9% | $13.63万 | 加仓 |
| TSLA | TESLA INC | $210.72万 | 0.40% | 5,010 | -1,107 | -18.1% | -$46.56万 | 减仓 |
| MOAT | VANECK ETF TRUST | $213.64万 | 0.41% | 20,550 | -11,624 | -36.1% | -$120.84万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $219.16万 | 0.42% | 40,881 | 299 | 0.7% | $1.60万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $220.95万 | 0.42% | 41,910 | -9,114 | -17.9% | -$48.05万 | 减仓 |
| CVX | CHEVRON CORPORATION | $221.49万 | 0.42% | 13,362 | -8,533 | -39.0% | -$141.44万 | 减仓 |
| WMT | WALMART INC | $227.48万 | 0.43% | 20,085 | -20,125 | -50.0% | -$227.93万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $234.34万 | 0.45% | 30,032 | 13,752 | 84.5% | $107.31万 | 加仓 |
| ABBV | ABBVIE INC | $236.21万 | 0.45% | 9,387 | -7,628 | -44.8% | -$191.94万 | 减仓 |
| MCK | MCKESSON CORP | $240.10万 | 0.46% | 3,178 | 21 | 0.7% | $1.59万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $250.21万 | 0.48% | 15,770 | 277 | 1.8% | $4.39万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $250.67万 | 0.48% | 68,489 | -137 | -0.2% | -$5,014 | 减仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $262.92万 | 0.50% | 36,917 | 5,171 | 16.3% | $36.83万 | 加仓 |