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 |
|---|---|---|---|---|---|---|---|---|
| IAGG | ISHARES TR | $126.75万 | 0.24% | 25,330 | 1,352 | 5.6% | $6.77万 | 加仓 |
| V | VISA INC | $126.61万 | 0.24% | 4,189 | 428 | 11.4% | $12.94万 | 加仓 |
| AVGO | BROADCOM INC | $121.03万 | 0.23% | 3,910 | -4,506 | -53.5% | -$139.48万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $119.87万 | 0.23% | 23,084 | -4,386 | -16.0% | -$22.78万 | 减仓 |
| CAT | CATERPILLAR INC | $118.79万 | 0.23% | 1,677 | 53 | 3.3% | $3.75万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $118.70万 | 0.23% | 22,413 | -638 | -2.8% | -$3.38万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $116.53万 | 0.23% | 28,380 | 28,380 | — | $116.53万 | 新建仓 |
| POCT | INNOVATOR ETFS TRUST | $114.21万 | 0.22% | 26,493 | 1,952 | 8.0% | $8.42万 | 加仓 |
| DE | DEERE & CO | $114.19万 | 0.22% | 2,027 | -36 | -1.7% | -$2.03万 | 减仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $110.45万 | 0.21% | 22,236 | 12,635 | 131.6% | $62.76万 | 加仓 |
| SHLD | GLOBAL X FDS | $109.69万 | 0.21% | 15,484 | 6,283 | 68.3% | $44.51万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $108.70万 | 0.21% | 16,280 | 12,718 | 357.0% | $84.92万 | 加仓 |
| LOW | LOWES COS INC | $108.40万 | 0.21% | 4,588 | -851 | -15.6% | -$20.11万 | 减仓 |
| KO | COCA COLA CO | $107.91万 | 0.21% | 14,190 | 5,541 | 64.1% | $42.14万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $107.16万 | 0.21% | 7,326 | -8,504 | -53.7% | -$124.40万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $106.70万 | 0.21% | 39,889 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $101.31万 | 0.20% | 39,667 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $98.22万 | 0.19% | 14,884 | -1,405 | -8.6% | -$9.27万 | 减仓 |
| NKE | NIKE INC | $96.37万 | 0.19% | 18,246 | -9,804 | -35.0% | -$51.78万 | 减仓 |
| BX | BLACKSTONE INC | $90.65万 | 0.18% | 7,883 | -8,187 | -50.9% | -$94.14万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $89.95万 | 0.17% | 19,499 | 1,731 | 9.7% | $7.99万 | 加仓 |
| PTRB | PGIM ETF TR | $85.52万 | 0.17% | 20,602 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $83.85万 | 0.16% | 5,590 | -2,244 | -28.6% | -$33.66万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $82.30万 | 0.16% | 8,861 | -189 | -2.1% | -$1.76万 | 减仓 |
| UDEC | INNOVATOR ETFS TRUST | $81.73万 | 0.16% | 21,042 | -8,478 | -28.7% | -$32.93万 | 减仓 |
| AGGY | WISDOMTREE TR | $79.73万 | 0.15% | 18,349 | 3,167 | 20.9% | $13.76万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $77.60万 | 0.15% | 26,639 | -269 | -1.0% | -$7,836 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $77.28万 | 0.15% | 30,141 | 536 | 1.8% | $1.37万 | 加仓 |
| DVY | ISHARES TR | $77.17万 | 0.15% | 5,097 | -30 | -0.6% | -$4,542 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $76.90万 | 0.15% | 16,021 | -6,512 | -28.9% | -$31.26万 | 减仓 |
| AMAT | APPLIED MATLS INC | $75.98万 | 0.15% | 2,223 | 2,223 | — | $75.98万 | 新建仓 |
| LLY | ELI LILLY & CO | $73.62万 | 0.14% | 800 | -1,429 | -64.1% | -$131.50万 | 减仓 |
| MRK | MERCK & CO INC | $71.62万 | 0.14% | 5,954 | -4,747 | -44.4% | -$57.10万 | 减仓 |
| MCD | MCDONALDS CORP | $71.14万 | 0.14% | 2,289 | -89 | -3.7% | -$2.77万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $67.98万 | 0.13% | 6,621 | 924 | 16.2% | $9.49万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $64.88万 | 0.13% | 2,286 | -1,473 | -39.2% | -$41.80万 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $64.37万 | 0.12% | 5,864 | -51 | -0.9% | -$5,598 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $64.24万 | 0.12% | 16,141 | 1,800 | 12.6% | $7.16万 | 加仓 |
| T | AT&T INC | $64.22万 | 0.12% | 22,152 | 2,211 | 11.1% | $6.41万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $63.66万 | 0.12% | 17,907 | -9,460 | -34.6% | -$33.63万 | 减仓 |
| UMAR | INNOVATOR ETFS TRUST | $63.19万 | 0.12% | 15,901 | -8,122 | -33.8% | -$32.28万 | 减仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $63.12万 | 0.12% | 16,307 | -8,243 | -33.6% | -$31.91万 | 减仓 |
| QHY | WISDOMTREE TR | $61.86万 | 0.12% | 13,583 | 7,527 | 124.3% | $34.28万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $59.96万 | 0.12% | 2,216 | 1,038 | 88.1% | $28.09万 | 加仓 |
| ORCL | ORACLE CORP | $58.85万 | 0.11% | 4,000 | -2,118 | -34.6% | -$31.16万 | 减仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $58.31万 | 0.11% | 11,789 | 2,010 | 20.6% | $9.94万 | 加仓 |
| BAC | BANK AMERICA CORP | $58.04万 | 0.11% | 11,905 | 2,583 | 27.7% | $12.59万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $57.70万 | 0.11% | 887 | -1,011 | -53.3% | -$65.77万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $57.47万 | 0.11% | 6,115 | 877 | 16.7% | $8.24万 | 加仓 |
| GE | GE AEROSPACE | $57.29万 | 0.11% | 2,019 | -134 | -6.2% | -$3.80万 | 减仓 |
| WTPI | WISDOMTREE TR | $57.01万 | 0.11% | 17,866 | 3,788 | 26.9% | $12.09万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $56.89万 | 0.11% | 20,429 | -102 | -0.5% | -$2,841 | 减仓 |
| AMZN | AMAZON COM INC 看跌期权 | $56.23万 | 0.11% | 2,700 | 2,700 | — | $56.23万 | 新建仓 |
| PJUL | INNOVATOR ETFS TRUST | $55.27万 | 0.11% | 12,024 | 1,574 | 15.1% | $7.24万 | 加仓 |
| INTC | INTEL CORP | $54.31万 | 0.10% | 12,307 | -29,071 | -70.3% | -$128.29万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $54.20万 | 0.10% | 3,752 | 839 | 28.8% | $12.12万 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $53.77万 | 0.10% | 26,425 | 4,129 | 18.5% | $8.40万 | 加仓 |
| SPGI | S&P GLOBAL INC | $53.30万 | 0.10% | 1,253 | -875 | -41.1% | -$37.22万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $51.09万 | 0.10% | 1,886 | 32 | 1.7% | $8,669 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $49.74万 | 0.10% | 1,472 | -1,937 | -56.8% | -$65.45万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $49.58万 | 0.10% | 1,467 | -58 | -3.8% | -$1.96万 | 减仓 |
| GEV | GE VERNOVA INC | $49.17万 | 0.10% | 563 | 68 | 13.7% | $5.94万 | 加仓 |
| USB | US BANCORP | $48.80万 | 0.09% | 9,382 | -1,081 | -10.3% | -$5.62万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $47.77万 | 0.09% | 19,299 | -261 | -1.3% | -$6,460 | 减仓 |
| BAPR | INNOVATOR ETFS TRUST | $46.33万 | 0.09% | 9,458 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $46.25万 | 0.09% | 4,810 | -832 | -14.7% | -$8.00万 | 减仓 |
| CSM | PROSHARES TR | $45.91万 | 0.09% | 6,136 | 2 | 0.0% | $150 | 加仓 |
| GLDM | WORLD GOLD TR | $45.05万 | 0.09% | 4,860 | -10,552 | -68.5% | -$97.81万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $44.69万 | 0.09% | 6,878 | 5 | 0.1% | $325 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $42.54万 | 0.08% | 2,091 | -5,260 | -71.6% | -$107.00万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $42.12万 | 0.08% | 683 | -482 | -41.4% | -$29.73万 | 减仓 |
| AOS | SMITH A O CORP | $41.97万 | 0.08% | 6,364 | -4,413 | -40.9% | -$29.10万 | 减仓 |
| TMUS | T-MOBILE US INC | $40.36万 | 0.08% | 1,922 | 1,922 | — | $40.36万 | 新建仓 |
| RTX | RTX CORPORATION | $39.33万 | 0.08% | 2,039 | 7 | 0.3% | $1,350 | 加仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $39.23万 | 0.08% | 26,420 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $34.72万 | 0.07% | 3,275 | -9,645 | -74.7% | -$102.26万 | 减仓 |
| HYLB | DBX ETF TR | $34.24万 | 0.07% | 9,469 | 3,900 | 70.0% | $14.10万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $34.24万 | 0.07% | 1,193 | -51 | -4.1% | -$1.46万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $34.20万 | 0.07% | 953 | 19 | 2.0% | $6,819 | 加仓 |
| CSCO | CISCO SYS INC | $33.72万 | 0.07% | 4,346 | -373 | -7.9% | -$2.89万 | 减仓 |
| VLTO | VERALTO CORP | $33.66万 | 0.07% | 3,807 | -6,362 | -62.6% | -$56.25万 | 减仓 |
| COP | CONOCOPHILLIPS | $33.36万 | 0.06% | 2,527 | 27 | 1.1% | $3,564 | 加仓 |
| BA | BOEING CO | $33.21万 | 0.06% | 1,669 | -65 | -3.7% | -$1.29万 | 减仓 |
| — | GLOBAL X FDS | $33.14万 | 0.06% | 12,033 | 12,033 | — | $33.14万 | 新建仓 |
| TRUT | VANECK ETF TRUST | $33.06万 | 0.06% | 13,817 | 13,817 | — | $33.06万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $32.95万 | 0.06% | 1,542 | 346 | 28.9% | $7.39万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $32.16万 | 0.06% | 6,838 | -233 | -3.3% | -$1.10万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $32.11万 | 0.06% | 7,517 | -632 | -7.8% | -$2.70万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $31.92万 | 0.06% | 902 | -660 | -42.3% | -$23.36万 | 减仓 |
| KLAC | KLA CORP | $31.51万 | 0.06% | 214 | -15 | -6.6% | -$2.21万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $31.01万 | 0.06% | 1,025 | 128 | 14.3% | $3.87万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $30.72万 | 0.06% | 6,279 | -224 | -3.4% | -$1.10万 | 减仓 |
| OMC | OMNICOM GROUP INC | $30.34万 | 0.06% | 4,029 | -856 | -17.5% | -$6.45万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $28.82万 | 0.06% | 2,168 | -2,994 | -58.0% | -$39.80万 | 减仓 |
| ADBE | ADOBE INC | $28.29万 | 0.05% | 1,164 | -3,423 | -74.6% | -$83.21万 | 减仓 |
| SNPS | SYNOPSYS INC | $28.23万 | 0.05% | 712 | -569 | -44.4% | -$22.56万 | 减仓 |
| — | WISDOMTREE TR | $27.89万 | 0.05% | 19,341 | 5,109 | 35.9% | $7.37万 | 加仓 |
| IAU | ISHARES GOLD TR | $27.25万 | 0.05% | 3,091 | -705 | -18.6% | -$6.22万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $26.96万 | 0.05% | 556 | -197 | -26.2% | -$9.55万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $26.13万 | 0.05% | 4,706 | 752 | 19.0% | $4.18万 | 加仓 |