WealthPLAN Partners, LLC
OMAHA NE · SEC CIK 0001639943
$5.18亿2026Q1 申报市值
221持仓数
32.5%前十大占比 · 第一大 7.7%
15 / 61新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IVV 加仓+$518.85万
EPS 加仓+$221.03万
CORO 新建仓+$220.65万
ACWX 新建仓+$204.60万
JIRE 加仓+$184.68万
2026Q1 卖出最多 按季末市值估算
PAAA 减仓-$1,194.56万
AAPL 减仓-$946.08万
EA SERIES TRUST 清仓-$701.79万
NVDA 减仓-$650.29万
EA SERIES TRUST 清仓-$648.60万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3,969.85万 | 7.67% | 156,423 | -37,278 | -19.2% | -$946.08万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,191.60万 | 6.17% | 66,603 | -4,089 | -5.8% | -$195.94万 | 减仓 |
| IVV | ISHARES TR | $2,058.68万 | 3.98% | 31,516 | 7,943 | 33.7% | $518.85万 | 加仓 |
| DGRO | ISHARES TR | $1,509.92万 | 2.92% | 215,150 | -14,952 | -6.5% | -$104.93万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,133.51万 | 2.19% | 335,657 | -74,398 | -18.1% | -$251.24万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,121.01万 | 2.17% | 19,422 | -1,726 | -8.2% | -$99.62万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,026.71万 | 1.98% | 58,871 | -37,287 | -38.8% | -$650.29万 | 减仓 |
| AMZN | AMAZON COM INC | $980.12万 | 1.89% | 47,060 | -16,038 | -25.4% | -$334.02万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $934.36万 | 1.81% | 29,125 | -5,386 | -15.6% | -$172.79万 | 减仓 |
| — | EA SERIES TRUST | $909.82万 | 1.76% | 182,749 | 29,472 | 19.2% | $146.73万 | 加仓 |
| CLOI | VANECK ETF TRUST | $851.86万 | 1.65% | 161,642 | 2,458 | 1.5% | $12.95万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $794.74万 | 1.54% | 7,976 | -1,096 | -12.1% | -$109.21万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $734.86万 | 1.42% | 91,196 | 1,876 | 2.1% | $15.12万 | 加仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $715.58万 | 1.38% | 227,169 | -77,685 | -25.5% | -$244.71万 | 减仓 |
| IVW | ISHARES TR | $693.83万 | 1.34% | 61,341 | -4,755 | -7.2% | -$53.78万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $678.94万 | 1.31% | 45,843 | 837 | 1.9% | $12.40万 | 加仓 |
| PAAA | PGIM ETF TR | $613.51万 | 1.19% | 119,872 | -233,403 | -66.1% | -$1,194.56万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $591.70万 | 1.14% | 92,584 | -20,413 | -18.1% | -$130.46万 | 减仓 |
| COWZ | PACER FDS TR | $583.08万 | 1.13% | 93,204 | -18,833 | -16.8% | -$117.82万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $573.68万 | 1.11% | 186,988 | -6,585 | -3.4% | -$20.20万 | 减仓 |
| IGRO | ISHARES TR | $561.06万 | 1.08% | 66,977 | -15,645 | -18.9% | -$131.06万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $557.80万 | 1.08% | 18,962 | -3,413 | -15.3% | -$100.40万 | 减仓 |
| GOOG | ALPHABET INC | $544.07万 | 1.05% | 18,966 | -9,545 | -33.5% | -$273.81万 | 减仓 |
| MSFT | MICROSOFT CORP | $519.53万 | 1.00% | 14,035 | -6,243 | -30.8% | -$231.10万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $514.20万 | 0.99% | 67,180 | 16,051 | 31.4% | $122.85万 | 加仓 |
| WMT | WALMART INC | $499.73万 | 0.97% | 40,210 | -24,812 | -38.2% | -$308.37万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $493.94万 | 0.95% | 70,201 | -25,678 | -26.8% | -$180.67万 | 减仓 |
| UNP | UNION PAC CORP | $490.50万 | 0.95% | 20,217 | -168 | -0.8% | -$4.08万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $487.26万 | 0.94% | 6,694 | -2,090 | -23.8% | -$152.13万 | 减仓 |
| CVX | CHEVRON CORPORATION | $453.01万 | 0.88% | 21,895 | -4,536 | -17.2% | -$93.85万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $445.55万 | 0.86% | 191,883 | 4,791 | 2.6% | $11.12万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $424.95万 | 0.82% | 17,385 | -14,050 | -44.7% | -$343.43万 | 减仓 |
| IVE | ISHARES TR | $413.54万 | 0.80% | 19,585 | -2,650 | -11.9% | -$55.96万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $382.03万 | 0.74% | 39,018 | -18,091 | -31.7% | -$177.13万 | 减仓 |
| GOOGL | ALPHABET INC | $379.66万 | 0.73% | 13,203 | -2,266 | -14.6% | -$65.16万 | 减仓 |
| ABBV | ABBVIE INC | $370.06万 | 0.72% | 17,015 | -3,402 | -16.7% | -$73.99万 | 减仓 |
| AGOX | STARBOARD INVT TR | $355.69万 | 0.69% | 133,619 | -40,596 | -23.3% | -$108.07万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $336.29万 | 0.65% | 57,802 | -9,094 | -13.6% | -$52.91万 | 减仓 |
| MOAT | VANECK ETF TRUST | $311.13万 | 0.60% | 32,174 | -9,854 | -23.4% | -$95.29万 | 减仓 |
| META | META PLATFORMS INC | $304.66万 | 0.59% | 5,325 | -1,779 | -25.0% | -$101.78万 | 减仓 |
| — | EXXON MOBIL CORP | $301.67万 | 0.58% | 17,781 | 5,909 | 49.8% | $100.25万 | 加仓 |
| EPS | WISDOMTREE TR | $285.60万 | 0.55% | 41,932 | 32,451 | 342.3% | $221.03万 | 加仓 |
| AGG | ISHARES TR | $280.44万 | 0.54% | 28,250 | 17,079 | 152.9% | $169.54万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $280.43万 | 0.54% | 78,793 | -998 | -1.3% | -$3.55万 | 减仓 |
| MCK | MCKESSON CORP | $273.22万 | 0.53% | 3,157 | 44 | 1.4% | $3.81万 | 加仓 |
| PEP | PEPSICO INC | $273.17万 | 0.53% | 17,591 | -8,209 | -31.8% | -$127.48万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $268.01万 | 0.52% | 58,442 | 2,856 | 5.1% | $13.10万 | 加仓 |
| ICOW | PACER FDS TR | $265.20万 | 0.51% | 62,488 | -19,411 | -23.7% | -$82.38万 | 减仓 |
| IUSB | ISHARES TR | $259.00万 | 0.50% | 56,072 | 1,440 | 2.6% | $6.65万 | 加仓 |
| TDV | PROSHARES TR | $252.58万 | 0.49% | 29,817 | -7,928 | -21.0% | -$67.16万 | 减仓 |
| EMR | EMERSON ELEC CO | $249.03万 | 0.48% | 19,007 | -7,280 | -27.7% | -$95.38万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $248.59万 | 0.48% | 9,980 | -3,292 | -24.8% | -$82.00万 | 减仓 |
| ALB | ALBEMARLE CORP | $246.97万 | 0.48% | 13,757 | -6,353 | -31.6% | -$114.05万 | 减仓 |
| FLTR | VANECK ETF TRUST | $244.25万 | 0.47% | 95,859 | -22,322 | -18.9% | -$56.88万 | 减仓 |
| O | REALTY INCOME CORP | $244.09万 | 0.47% | 39,897 | -14,574 | -26.8% | -$89.16万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $241.48万 | 0.47% | 9,963 | -3,999 | -28.6% | -$96.93万 | 减仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $239.02万 | 0.46% | 103,921 | -28,213 | -21.4% | -$64.89万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $238.85万 | 0.46% | 47,580 | -21,978 | -31.6% | -$110.33万 | 减仓 |
| AMGN | AMGEN INC | $238.57万 | 0.46% | 6,780 | -2,614 | -27.8% | -$91.98万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $238.15万 | 0.46% | 50,583 | 36,091 | 249.0% | $169.92万 | 加仓 |
| MSM | MSC INDL DIRECT INC | $237.79万 | 0.46% | 25,771 | -11,317 | -30.5% | -$104.42万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $236.76万 | 0.46% | 31,260 | 24,383 | 354.6% | $184.68万 | 加仓 |
| BKE | BUCKLE INC | $233.81万 | 0.45% | 46,428 | -197 | -0.4% | -$9,921 | 减仓 |
| TSN | TYSON FOODS INC | $229.65万 | 0.44% | 35,844 | -13,089 | -26.7% | -$83.86万 | 减仓 |
| TSLA | TESLA INC | $227.38万 | 0.44% | 6,117 | -4,863 | -44.3% | -$180.77万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $227.14万 | 0.44% | 15,493 | 268 | 1.8% | $3.93万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $224.02万 | 0.43% | 16,342 | -5,885 | -26.5% | -$80.67万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $220.65万 | 0.43% | 68,626 | 68,626 | — | $220.65万 | 新建仓 |
| MBSF | VALUED ADVISERS TR | $217.29万 | 0.42% | 85,179 | -24,041 | -22.0% | -$61.33万 | 减仓 |
| NUE | NUCOR CORP | $212.09万 | 0.41% | 12,542 | -7,616 | -37.8% | -$128.79万 | 减仓 |
| GGG | GRACO INC | $209.80万 | 0.41% | 24,784 | -10,017 | -28.8% | -$84.79万 | 减仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $207.21万 | 0.40% | 31,746 | 24,843 | 359.9% | $162.15万 | 加仓 |
| ACWX | ISHARES TR | $204.60万 | 0.40% | 29,881 | 29,881 | — | $204.60万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $200.36万 | 0.39% | 40,582 | -1,586 | -3.8% | -$7.83万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $200.04万 | 0.39% | 3,310 | -1,439 | -30.3% | -$86.96万 | 减仓 |
| MBB | ISHARES TR | $197.68万 | 0.38% | 20,820 | 716 | 3.6% | $6.80万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $196.51万 | 0.38% | 27,388 | 21,587 | 372.1% | $154.89万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $194.00万 | 0.37% | 22,953 | 16,712 | 267.8% | $141.25万 | 加仓 |
| TXN | TEXAS INSTRS INC | $192.34万 | 0.37% | 9,907 | -5,508 | -35.7% | -$106.93万 | 减仓 |
| — | COLUMBIA ETF TR I | $186.02万 | 0.36% | 64,426 | -23,779 | -27.0% | -$68.66万 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $183.73万 | 0.35% | 38,210 | -153 | -0.4% | -$7,357 | 减仓 |
| GOVT | ISHARES TR | $180.03万 | 0.35% | 78,580 | 78,580 | — | $180.03万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $177.41万 | 0.34% | 3,551 | -1,434 | -28.8% | -$71.64万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $170.02万 | 0.33% | 5,853 | -2,748 | -31.9% | -$79.82万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $168.12万 | 0.32% | 51,024 | 2,641 | 5.5% | $8.70万 | 加仓 |
| RPM | RPM INTL INC | $162.08万 | 0.31% | 16,305 | -6,854 | -29.6% | -$68.13万 | 减仓 |
| QUAL | ISHARES TR | $161.18万 | 0.31% | 8,403 | -347 | -4.0% | -$6.66万 | 减仓 |
| GPC | GENUINE PARTS CO | $160.93万 | 0.31% | 15,218 | -7,313 | -32.5% | -$77.34万 | 减仓 |
| DOV | DOVER CORP | $160.89万 | 0.31% | 7,719 | -3,278 | -29.8% | -$68.33万 | 减仓 |
| GLD | SPDR GOLD TR | $158.95万 | 0.31% | 3,694 | -326 | -8.1% | -$14.03万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $156.19万 | 0.30% | 13,932 | 874 | 6.7% | $9.80万 | 加仓 |
| IEFA | ISHARES TR | $153.79万 | 0.30% | 16,988 | 12,189 | 254.0% | $110.35万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $152.73万 | 0.30% | 71,568 | -21,446 | -23.1% | -$45.77万 | 减仓 |
| EFV | ISHARES TR | $151.81万 | 0.29% | 20,418 | -15,326 | -42.9% | -$113.95万 | 减仓 |
| HD | HOME DEPOT INC | $151.44万 | 0.29% | 4,605 | 525 | 12.9% | $17.27万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $145.74万 | 0.28% | 40,237 | 1,570 | 4.1% | $5.69万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.28% | 2 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $135.91万 | 0.26% | 19,486 | -20,341 | -51.1% | -$141.87万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $130.61万 | 0.25% | 2,657 | -1,319 | -33.2% | -$64.84万 | 减仓 |
| BRO | BROWN & BROWN INC | $130.37万 | 0.25% | 19,992 | -10,499 | -34.4% | -$68.46万 | 减仓 |