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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $265.01万 | 0.51% | 10,435 | -6,950 | -40.0% | -$176.51万 | 减仓 |
| META | META PLATFORMS INC | $273.73万 | 0.52% | 4,859 | -466 | -8.8% | -$26.25万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $274.89万 | 0.53% | 3,459 | -3,235 | -48.3% | -$257.09万 | 减仓 |
| ACWX | ISHARES TR | $280.19万 | 0.54% | 36,814 | 6,933 | 23.2% | $52.77万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $292.06万 | 0.56% | 71,062 | -7,731 | -9.8% | -$31.77万 | 减仓 |
| AGOX | STARBOARD INVT TR | $292.55万 | 0.56% | 84,406 | -49,213 | -36.8% | -$170.57万 | 减仓 |
| — | EXXON MOBIL CORP | $295.14万 | 0.56% | 21,587 | 3,806 | 21.4% | $52.04万 | 加仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $315.92万 | 0.60% | 62,682 | 40,446 | 181.9% | $203.85万 | 加仓 |
| IEFA | ISHARES TR | $316.11万 | 0.60% | 32,730 | 15,742 | 92.7% | $152.04万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $325.13万 | 0.62% | 37,744 | 36,958 | 4,702.0% | $318.36万 | 重新持有 |
| IEMG | ISHARES INC | $333.16万 | 0.64% | 40,217 | 20,731 | 106.4% | $171.73万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $339.48万 | 0.65% | 45,999 | -24,202 | -34.5% | -$178.61万 | 减仓 |
| IVE | ISHARES TR | $362.63万 | 0.69% | 15,971 | -3,614 | -18.5% | -$82.06万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $366.86万 | 0.70% | 30,831 | -8,187 | -21.0% | -$97.42万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $377.72万 | 0.72% | 55,539 | -2,263 | -3.9% | -$15.39万 | 减仓 |
| IGRO | ISHARES TR | $418.42万 | 0.80% | 47,586 | -19,391 | -29.0% | -$170.50万 | 减仓 |
| COWZ | PACER FDS TR | $421.30万 | 0.81% | 67,733 | -25,471 | -27.3% | -$158.43万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $422.10万 | 0.81% | 53,155 | 25,767 | 94.1% | $204.62万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $424.74万 | 0.81% | 43,081 | 20,128 | 87.7% | $198.44万 | 加仓 |
| GOOG | ALPHABET INC | $432.64万 | 0.83% | 12,245 | -6,721 | -35.4% | -$237.47万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $468.67万 | 0.90% | 202,624 | 10,741 | 5.6% | $24.84万 | 加仓 |
| GOOGL | ALPHABET INC | $486.63万 | 0.93% | 13,617 | 414 | 3.1% | $14.80万 | 加仓 |
| IUSB | ISHARES TR | $490.54万 | 0.94% | 106,293 | 50,221 | 89.6% | $231.77万 | 加仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $504.20万 | 0.96% | 150,327 | -76,842 | -33.8% | -$257.73万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $510.30万 | 0.98% | 61,862 | 30,602 | 97.9% | $252.44万 | 加仓 |
| UNP | UNION PAC CORP | $541.76万 | 1.04% | 19,918 | -299 | -1.5% | -$8.13万 | 减仓 |
| PAAA | PGIM ETF TR | $557.19万 | 1.07% | 108,678 | -11,194 | -9.3% | -$57.39万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $565.58万 | 1.08% | 17,279 | -1,683 | -8.9% | -$55.09万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $567.48万 | 1.08% | 83,971 | -8,613 | -9.3% | -$58.21万 | 减仓 |
| MSFT | MICROSOFT CORP | $572.21万 | 1.09% | 15,340 | 1,305 | 9.3% | $48.68万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $585.27万 | 1.12% | 124,686 | 74,103 | 146.5% | $347.84万 | 加仓 |
| EPS | WISDOMTREE TR | $587.25万 | 1.12% | 75,492 | 33,560 | 80.0% | $261.06万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $610.47万 | 1.17% | 192,517 | 5,529 | 3.0% | $17.53万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $612.89万 | 1.17% | 6,552 | -1,424 | -17.9% | -$133.21万 | 减仓 |
| AGG | ISHARES TR | $674.44万 | 1.29% | 68,139 | 39,889 | 141.2% | $394.82万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $727.36万 | 1.39% | 75,382 | -15,814 | -17.3% | -$152.59万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $731.82万 | 1.40% | 46,309 | 466 | 1.0% | $7.36万 | 加仓 |
| CLOI | VANECK ETF TRUST | $796.51万 | 1.52% | 150,428 | -11,214 | -6.9% | -$59.38万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $829.23万 | 1.59% | 22,409 | -6,716 | -23.1% | -$248.52万 | 减仓 |
| IVW | ISHARES TR | $847.55万 | 1.62% | 61,627 | 286 | 0.5% | $3.93万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $935.94万 | 1.79% | 106,502 | 39,322 | 58.5% | $345.56万 | 加仓 |
| AMZN | AMAZON COM INC | $958.70万 | 1.83% | 40,224 | -6,836 | -14.5% | -$162.93万 | 减仓 |
| — | EA SERIES TRUST | $1,015.02万 | 1.94% | 186,413 | 3,664 | 2.0% | $19.95万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,068.03万 | 2.04% | 53,377 | -5,494 | -9.3% | -$109.93万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,274.20万 | 2.44% | 348,808 | 13,151 | 3.9% | $48.04万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,446.30万 | 2.77% | 19,640 | 218 | 1.1% | $16.05万 | 加仓 |
| DGRO | ISHARES TR | $1,497.48万 | 2.86% | 197,583 | -17,567 | -8.2% | -$133.14万 | 减仓 |
| IVV | ISHARES TR | $3,074.62万 | 5.88% | 41,056 | 9,540 | 30.3% | $714.44万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,160.21万 | 6.04% | 63,155 | -3,448 | -5.2% | -$172.53万 | 减仓 |
| AAPL | APPLE INC | $3,971.45万 | 7.59% | 137,249 | -19,174 | -12.3% | -$554.82万 | 减仓 |