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 |
|---|---|---|---|---|---|---|---|---|
| BKE | BUCKLE INC | $0 | 0.00% | 0 | -46,428 | -100.0% | -$233.81万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -8,403 | -100.0% | -$161.18万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -20,418 | -100.0% | -$151.81万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -25,330 | -100.0% | -$126.75万 | 清仓 |
| BINC | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -23,084 | -100.0% | -$119.87万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -39,667 | -100.0% | -$101.31万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -6,621 | -100.0% | -$67.98万 | 清仓 |
| AMZN | AMAZON COM INC 看跌期权 | $0 | 0.00% | 0 | -2,700 | -100.0% | -$56.23万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -1,253 | -100.0% | -$53.30万 | 清仓 |
| AOS | SMITH A O CORP | $0 | 0.00% | 0 | -6,364 | -100.0% | -$41.97万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -3,807 | -100.0% | -$33.66万 | 清仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -6,838 | -100.0% | -$32.16万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -902 | -100.0% | -$31.92万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -1,025 | -100.0% | -$31.01万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,164 | -100.0% | -$28.29万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -712 | -100.0% | -$28.23万 | 清仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -3,816 | -100.0% | -$26.06万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -1,568 | -100.0% | -$24.01万 | 清仓 |
| BJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -4,451 | -100.0% | -$23.74万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,599 | -100.0% | -$22.05万 | 清仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $0 | 0.00% | 0 | -12,175 | -100.0% | -$13.19万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$3.90万 | 清仓 |
| AGNC | AGNC INVT CORP 看涨期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$3,009 | 清仓 |
| INTC | INTEL CORP 看涨期权 | $1.40万 | 0.00% | 100 | 100 | — | $1.40万 | 新建仓 |
| — | STEREOTAXIS INC | $2.35万 | 0.00% | 13,665 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC 看涨期权 | $2.38万 | 0.00% | 100 | 100 | — | $2.38万 | 新建仓 |
| GLW | CORNING INC 看涨期权 | $2.55万 | 0.00% | 100 | 100 | — | $2.55万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $7.98万 | 0.02% | 15,990 | -20,042 | -55.6% | -$10.00万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看涨期权 | $9.55万 | 0.02% | 200 | -100 | -33.3% | -$4.78万 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $13.70万 | 0.03% | 12,287 | -1,108 | -8.3% | -$1.24万 | 减仓 |
| AGNC | AGNC INVT CORP | $14.00万 | 0.03% | 12,847 | 49 | 0.4% | $534 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $15.62万 | 0.03% | 327 | -1,140 | -77.7% | -$54.44万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $20.07万 | 0.04% | 1,084 | 1,084 | — | $20.07万 | 新建仓 |
| NKE | NIKE INC | $20.28万 | 0.04% | 4,940 | -13,306 | -72.9% | -$54.63万 | 减仓 |
| GHC | GRAHAM HLDGS CO | $20.32万 | 0.04% | 178 | 178 | — | $20.32万 | 新建仓 |
| ITOT | ISHARES TR | $20.39万 | 0.04% | 1,241 | -346 | -21.8% | -$5.68万 | 重新持有 |
| CMI | CUMMINS INC | $20.40万 | 0.04% | 286 | 286 | — | $20.40万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $20.46万 | 0.04% | 865 | -78 | -8.3% | -$1.85万 | 重新持有 |
| SCHA | SCHWAB STRATEGIC TR | $20.53万 | 0.04% | 5,682 | 5,682 | — | $20.53万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $20.67万 | 0.04% | 479 | -1,277 | -72.7% | -$55.10万 | 重新持有 |
| GLW | CORNING INC | $21.46万 | 0.04% | 840 | 840 | — | $21.46万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $21.47万 | 0.04% | 540 | 36 | 7.1% | $1.43万 | 加仓 |
| BTAL | AGF INVTS TR | $21.78万 | 0.04% | 19,532 | 8,483 | 76.8% | $9.46万 | 加仓 |
| IAU | ISHARES GOLD TR | $22.04万 | 0.04% | 2,919 | -172 | -5.6% | -$1.30万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $22.19万 | 0.04% | 929 | -1,357 | -59.4% | -$32.42万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $22.31万 | 0.04% | 486 | -70 | -12.6% | -$3.21万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $22.88万 | 0.04% | 1,645 | -3,945 | -70.6% | -$54.88万 | 减仓 |
| VV | VANGUARD INDEX FDS | $22.90万 | 0.04% | 666 | 666 | — | $22.90万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $22.94万 | 0.04% | 3,125 | 3,125 | — | $22.94万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $23.21万 | 0.04% | 2,937 | 2,937 | — | $23.21万 | 新建仓 |
| HRL | HORMEL FOODS CORP | $23.53万 | 0.04% | 9,482 | 127 | 1.4% | $3,152 | 加仓 |
| WPC | WP CAREY INC | $23.94万 | 0.05% | 3,348 | 1 | 0.0% | $71 | 加仓 |
| INTC | INTEL CORP | $25.31万 | 0.05% | 1,813 | -10,494 | -85.3% | -$146.53万 | 减仓 |
| OMC | OMNICOM GROUP INC | $25.85万 | 0.05% | 3,550 | -479 | -11.9% | -$3.49万 | 减仓 |
| COP | CONOCOPHILLIPS | $26.27万 | 0.05% | 2,527 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $27.12万 | 0.05% | 5,140 | -1,139 | -18.1% | -$6.01万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $27.55万 | 0.05% | 1,622 | 1,622 | — | $27.55万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $29.34万 | 0.06% | 8,091 | 8,091 | — | $29.34万 | 新建仓 |
| — | PGIM ETF TR | $29.94万 | 0.06% | 5,939 | 5,939 | — | $29.94万 | 新建仓 |
| — | PGIM ETF TR | $30.01万 | 0.06% | 5,875 | 5,875 | — | $30.01万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $30.06万 | 0.06% | 438 | 25 | 6.1% | $1.72万 | 加仓 |
| BE | BLOOM ENERGY CORP | $30.27万 | 0.06% | 1,000 | 1,000 | — | $30.27万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $30.33万 | 0.06% | 2,401 | 550 | 29.7% | $6.95万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $31.90万 | 0.06% | 6,298 | 6,298 | — | $31.90万 | 新建仓 |
| GMUB | GOLDMAN SACHS ETF TR | $32.35万 | 0.06% | 6,288 | 6,288 | — | $32.35万 | 新建仓 |
| RTX | RTX CORPORATION | $33.45万 | 0.06% | 1,763 | -276 | -13.5% | -$5.24万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $34.31万 | 0.07% | 7,517 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $34.95万 | 0.07% | 1,615 | -54 | -3.2% | -$1.17万 | 减仓 |
| NFLX | NETFLIX INC. | $36.67万 | 0.07% | 5,136 | 326 | 6.8% | $2.33万 | 加仓 |
| NOBL | PROSHARES TR | $36.81万 | 0.07% | 6,555 | 5 | 0.1% | $281 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $37.07万 | 0.07% | 1,087 | 1,087 | — | $37.07万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $37.53万 | 0.07% | 1,193 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $38.06万 | 0.07% | 11,212 | 11,212 | — | $38.06万 | 新建仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $38.11万 | 0.07% | 24,590 | -1,830 | -6.9% | -$2.84万 | 减仓 |
| BRO | BROWN & BROWN INC | $38.72万 | 0.07% | 6,035 | -13,957 | -69.8% | -$89.54万 | 减仓 |
| TMUS | T-MOBILE US INC | $40.21万 | 0.08% | 2,397 | 475 | 24.7% | $7.97万 | 加仓 |
| GLDM | WORLD GOLD TR | $42.45万 | 0.08% | 5,345 | 485 | 10.0% | $3.85万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $42.48万 | 0.08% | 2,230 | 62 | 2.9% | $1.18万 | 加仓 |
| EMLC | VANECK ETF TRUST | $43.35万 | 0.08% | 16,959 | 6,673 | 64.9% | $17.06万 | 加仓 |
| — | WISDOMTREE TR | $44.82万 | 0.09% | 31,344 | 12,003 | 62.1% | $17.16万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $44.85万 | 0.09% | 7,298 | 2,592 | 55.1% | $15.93万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $46.46万 | 0.09% | 6,883 | 5 | 0.1% | $337 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $46.55万 | 0.09% | 610 | 56 | 10.1% | $4.27万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $47.18万 | 0.09% | 953 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $47.37万 | 0.09% | 2,563 | -156 | -5.7% | -$2.88万 | 重新持有 |
| TMO | THERMO FISHER SCIENTIFIC INC | $48.09万 | 0.09% | 959 | -1,698 | -63.9% | -$85.15万 | 减仓 |
| T | AT&T INC | $48.71万 | 0.09% | 23,531 | 1,379 | 6.2% | $2.85万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $49.09万 | 0.09% | 698 | 15 | 2.2% | $1.06万 | 加仓 |
| BX | BLACKSTONE INC | $51.25万 | 0.10% | 4,355 | -3,528 | -44.8% | -$41.52万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $51.27万 | 0.10% | 1,749 | -4,104 | -70.1% | -$120.32万 | 减仓 |
| BAPR | INNOVATOR ETFS TRUST | $52.00万 | 0.10% | 9,763 | 305 | 3.2% | $1.62万 | 加仓 |
| CSM | PROSHARES TR | $52.30万 | 0.10% | 6,137 | 1 | 0.0% | $85 | 加仓 |
| DOV | DOVER CORP | $52.33万 | 0.10% | 2,333 | -5,386 | -69.8% | -$120.82万 | 减仓 |
| RPM | RPM INTL INC | $52.77万 | 0.10% | 4,747 | -11,558 | -70.9% | -$128.47万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $53.05万 | 0.10% | 1,781 | 1,781 | — | $53.05万 | 新建仓 |
| GPC | GENUINE PARTS CO | $53.66万 | 0.10% | 4,548 | -10,670 | -70.1% | -$125.88万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $54.14万 | 0.10% | 11,757 | 6,675 | 131.3% | $30.74万 | 加仓 |
| USB | US BANCORP | $55.69万 | 0.11% | 9,221 | -161 | -1.7% | -$9,724 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $56.15万 | 0.11% | 14,301 | -3,606 | -20.1% | -$14.16万 | 减仓 |
| GGG | GRACO INC | $57.56万 | 0.11% | 7,613 | -17,171 | -69.3% | -$129.83万 | 减仓 |