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 |
|---|---|---|---|---|---|---|---|---|
| NUE | NUCOR CORP | $104.84万 | 0.20% | 4,707 | -7,835 | -62.5% | -$174.51万 | 减仓 |
| TXN | TEXAS INSTRS INC | $103.95万 | 0.20% | 3,487 | -6,420 | -64.8% | -$191.38万 | 减仓 |
| O | REALTY INCOME CORP | $99.31万 | 0.19% | 16,028 | -23,869 | -59.8% | -$147.89万 | 减仓 |
| QHY | WISDOMTREE TR | $98.76万 | 0.19% | 21,559 | 7,976 | 58.7% | $36.54万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $98.70万 | 0.19% | 20,115 | 8,326 | 70.6% | $40.86万 | 加仓 |
| EMR | EMERSON ELEC CO | $97.56万 | 0.19% | 6,816 | -12,191 | -64.1% | -$174.50万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $96.47万 | 0.18% | 6,243 | -10,099 | -61.8% | -$156.06万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $96.38万 | 0.18% | 19,474 | -25 | -0.1% | -$1,237 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $95.68万 | 0.18% | 22,598 | -24,982 | -52.5% | -$105.77万 | 减仓 |
| LLY | ELI LILLY & CO | $94.16万 | 0.18% | 785 | -15 | -1.9% | -$1.80万 | 减仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $93.39万 | 0.18% | 46,301 | 19,876 | 75.2% | $40.09万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $92.42万 | 0.18% | 42,726 | -28,842 | -40.3% | -$62.39万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $91.36万 | 0.17% | 1,779 | -1,772 | -49.9% | -$91.00万 | 减仓 |
| HYLB | DBX ETF TR | $89.13万 | 0.17% | 24,407 | 14,938 | 157.8% | $54.55万 | 加仓 |
| LOW | LOWES COS INC | $88.98万 | 0.17% | 4,035 | -553 | -12.1% | -$12.19万 | 减仓 |
| PTRB | PGIM ETF TR | $85.42万 | 0.16% | 20,602 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $85.26万 | 0.16% | 6,297 | -11,294 | -64.2% | -$152.91万 | 减仓 |
| AMGN | AMGEN INC | $83.96万 | 0.16% | 2,319 | -4,461 | -65.8% | -$161.51万 | 减仓 |
| GE | GE AEROSPACE | $81.79万 | 0.16% | 2,188 | 169 | 8.4% | $6.32万 | 加仓 |
| WTPI | WISDOMTREE TR | $80.48万 | 0.15% | 24,544 | 6,678 | 37.4% | $21.90万 | 加仓 |
| DVY | ISHARES TR | $79.68万 | 0.15% | 5,098 | 1 | 0.0% | $156 | 加仓 |
| CSCO | CISCO SYS INC | $79.50万 | 0.15% | 6,768 | 2,422 | 55.7% | $28.45万 | 加仓 |
| ORCL | ORACLE CORP | $78.63万 | 0.15% | 5,365 | 1,365 | 34.1% | $20.01万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $78.60万 | 0.15% | 6,737 | -589 | -8.0% | -$6.87万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $78.20万 | 0.15% | 1,535 | -1,775 | -53.6% | -$90.42万 | 减仓 |
| MRK | MERCK & CO INC | $77.16万 | 0.15% | 6,004 | 50 | 0.8% | $6,425 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $75.00万 | 0.14% | 25,483 | -4,658 | -15.5% | -$13.71万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $74.58万 | 0.14% | 8,498 | -363 | -4.1% | -$3.19万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $74.46万 | 0.14% | 1,718 | 176 | 11.4% | $7.63万 | 加仓 |
| BAC | BANK OF AMER CORP | $73.33万 | 0.14% | 12,869 | 964 | 8.1% | $5.49万 | 加仓 |
| BDEC | INNOVATOR ETFS TRUST | $71.70万 | 0.14% | 13,477 | -2,544 | -15.9% | -$13.53万 | 减仓 |
| TRUT | VANECK ETF TRUST | $71.37万 | 0.14% | 22,733 | 8,916 | 64.5% | $27.99万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $71.22万 | 0.14% | 22,899 | 2,470 | 12.1% | $7.68万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $69.66万 | 0.13% | 5,691 | -173 | -3.0% | -$2.12万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $67.75万 | 0.13% | 16,054 | -87 | -0.5% | -$3,671 | 减仓 |
| GEV | GE VERNOVA INC | $67.59万 | 0.13% | 575 | 12 | 2.1% | $1.41万 | 加仓 |
| KLAC | KLA CORP | $66.89万 | 0.13% | 2,217 | 77 | 3.6% | $2.32万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $66.86万 | 0.13% | 16,042 | -5,000 | -23.8% | -$20.84万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $66.46万 | 0.13% | 890 | 3 | 0.3% | $2,240 | 加仓 |
| MCD | MCDONALDS CORP | $64.63万 | 0.12% | 2,391 | 102 | 4.5% | $2.76万 | 加仓 |
| — | GLOBAL X FDS | $63.44万 | 0.12% | 21,297 | 9,264 | 77.0% | $27.60万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $63.32万 | 0.12% | 4,318 | 566 | 15.1% | $8.30万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $62.88万 | 0.12% | 22,700 | 3,401 | 17.6% | $9.42万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $61.74万 | 0.12% | 6,691 | 576 | 9.4% | $5.32万 | 加仓 |
| PSA | PUBLIC STORAGE | $60.04万 | 0.11% | 1,886 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $59.00万 | 0.11% | 10,306 | -25,538 | -71.2% | -$146.21万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $58.82万 | 0.11% | 12,051 | 27 | 0.2% | $1,318 | 加仓 |
| ALB | ALBEMARLE CORP | $58.55万 | 0.11% | 4,336 | -9,421 | -68.5% | -$127.21万 | 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 |
| UMAR | INNOVATOR ETFS TRUST | $58.07万 | 0.11% | 13,746 | -2,155 | -13.6% | -$9.10万 | 减仓 |
| GGG | GRACO INC | $57.56万 | 0.11% | 7,613 | -17,171 | -69.3% | -$129.83万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $56.15万 | 0.11% | 14,301 | -3,606 | -20.1% | -$14.16万 | 减仓 |
| USB | US BANCORP | $55.69万 | 0.11% | 9,221 | -161 | -1.7% | -$9,724 | 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 |
| GPC | GENUINE PARTS CO | $53.66万 | 0.10% | 4,548 | -10,670 | -70.1% | -$125.88万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $53.05万 | 0.10% | 1,781 | 1,781 | — | $53.05万 | 新建仓 |
| RPM | RPM INTL INC | $52.77万 | 0.10% | 4,747 | -11,558 | -70.9% | -$128.47万 | 减仓 |
| DOV | DOVER CORP | $52.33万 | 0.10% | 2,333 | -5,386 | -69.8% | -$120.82万 | 减仓 |
| CSM | PROSHARES TR | $52.30万 | 0.10% | 6,137 | 1 | 0.0% | $85 | 加仓 |
| BAPR | INNOVATOR ETFS TRUST | $52.00万 | 0.10% | 9,763 | 305 | 3.2% | $1.62万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $51.27万 | 0.10% | 1,749 | -4,104 | -70.1% | -$120.32万 | 减仓 |
| BX | BLACKSTONE INC | $51.25万 | 0.10% | 4,355 | -3,528 | -44.8% | -$41.52万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $49.09万 | 0.09% | 698 | 15 | 2.2% | $1.06万 | 加仓 |
| T | AT&T INC | $48.71万 | 0.09% | 23,531 | 1,379 | 6.2% | $2.85万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $48.09万 | 0.09% | 959 | -1,698 | -63.9% | -$85.15万 | 减仓 |
| QCOM | QUALCOMM INC | $47.37万 | 0.09% | 2,563 | -156 | -5.7% | -$2.88万 | 重新持有 |
| ROK | ROCKWELL AUTOMATION INC | $47.18万 | 0.09% | 953 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $46.55万 | 0.09% | 610 | 56 | 10.1% | $4.27万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $46.46万 | 0.09% | 6,883 | 5 | 0.1% | $337 | 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 |
| — | WISDOMTREE TR | $44.82万 | 0.09% | 31,344 | 12,003 | 62.1% | $17.16万 | 加仓 |
| EMLC | VANECK ETF TRUST | $43.35万 | 0.08% | 16,959 | 6,673 | 64.9% | $17.06万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $42.48万 | 0.08% | 2,230 | 62 | 2.9% | $1.18万 | 加仓 |
| GLDM | WORLD GOLD TR | $42.45万 | 0.08% | 5,345 | 485 | 10.0% | $3.85万 | 加仓 |
| TMUS | T-MOBILE US INC | $40.21万 | 0.08% | 2,397 | 475 | 24.7% | $7.97万 | 加仓 |
| BRO | BROWN & BROWN INC | $38.72万 | 0.07% | 6,035 | -13,957 | -69.8% | -$89.54万 | 减仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $38.11万 | 0.07% | 24,590 | -1,830 | -6.9% | -$2.84万 | 减仓 |
| HAL | HALLIBURTON CO | $38.06万 | 0.07% | 11,212 | 11,212 | — | $38.06万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $37.53万 | 0.07% | 1,193 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $37.07万 | 0.07% | 1,087 | 1,087 | — | $37.07万 | 新建仓 |
| NOBL | PROSHARES TR | $36.81万 | 0.07% | 6,555 | 5 | 0.1% | $281 | 加仓 |
| NFLX | NETFLIX INC. | $36.67万 | 0.07% | 5,136 | 326 | 6.8% | $2.33万 | 加仓 |
| BA | BOEING CO | $34.95万 | 0.07% | 1,615 | -54 | -3.2% | -$1.17万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $34.31万 | 0.07% | 7,517 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $33.45万 | 0.06% | 1,763 | -276 | -13.5% | -$5.24万 | 减仓 |
| GMUB | GOLDMAN SACHS ETF TR | $32.35万 | 0.06% | 6,288 | 6,288 | — | $32.35万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $31.90万 | 0.06% | 6,298 | 6,298 | — | $31.90万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $30.33万 | 0.06% | 2,401 | 550 | 29.7% | $6.95万 | 加仓 |
| BE | BLOOM ENERGY CORP | $30.27万 | 0.06% | 1,000 | 1,000 | — | $30.27万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $30.06万 | 0.06% | 438 | 25 | 6.1% | $1.72万 | 加仓 |
| — | PGIM ETF TR | $30.01万 | 0.06% | 5,875 | 5,875 | — | $30.01万 | 新建仓 |
| — | PGIM ETF TR | $29.94万 | 0.06% | 5,939 | 5,939 | — | $29.94万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $29.34万 | 0.06% | 8,091 | 8,091 | — | $29.34万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $27.55万 | 0.05% | 1,622 | 1,622 | — | $27.55万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $27.12万 | 0.05% | 5,140 | -1,139 | -18.1% | -$6.01万 | 减仓 |
| COP | CONOCOPHILLIPS | $26.27万 | 0.05% | 2,527 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $25.85万 | 0.05% | 3,550 | -479 | -11.9% | -$3.49万 | 减仓 |
| INTC | INTEL CORP | $25.31万 | 0.05% | 1,813 | -10,494 | -85.3% | -$146.53万 | 减仓 |
| WPC | WP CAREY INC | $23.94万 | 0.05% | 3,348 | 1 | 0.0% | $71 | 加仓 |
| HRL | HORMEL FOODS CORP | $23.53万 | 0.04% | 9,482 | 127 | 1.4% | $3,152 | 加仓 |