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 |
|---|---|---|---|---|---|---|---|---|
| RDVY | FIRST TR EXCHANGE TRADED FD | $26.06万 | 0.05% | 3,816 | -3,538 | -48.1% | -$24.16万 | 减仓 |
| EMLC | VANECK ETF TRUST | $25.83万 | 0.05% | 10,286 | 1,887 | 22.5% | $4.74万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $25.80万 | 0.05% | 1,851 | 1,851 | — | $25.80万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $24.70万 | 0.05% | 413 | -489 | -54.2% | -$29.25万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $24.01万 | 0.05% | 1,568 | -1,471 | -48.4% | -$22.52万 | 减仓 |
| BJAN | INNOVATOR ETFS TRUST | $23.74万 | 0.05% | 4,451 | 102 | 2.3% | $5,440 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $23.41万 | 0.05% | 5,082 | 5,082 | — | $23.41万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $23.23万 | 0.04% | 504 | 70 | 16.1% | $3.23万 | 加仓 |
| WPC | WP CAREY INC | $22.75万 | 0.04% | 3,347 | -3,822 | -53.3% | -$25.97万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $22.05万 | 0.04% | 3,599 | -3,703 | -50.7% | -$22.68万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $21.63万 | 0.04% | 554 | -1,409 | -71.8% | -$55.01万 | 减仓 |
| HRL | HORMEL FOODS CORP | $21.19万 | 0.04% | 9,355 | -1,334 | -12.5% | -$3.02万 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $18.38万 | 0.04% | 36,032 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $16.76万 | 0.03% | 13,395 | -2,806 | -17.3% | -$3.51万 | 减仓 |
| BTAL | AGF INVTS TR | $15.42万 | 0.03% | 11,049 | 11,049 | — | $15.42万 | 新建仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $13.19万 | 0.03% | 12,175 | -1,300 | -9.6% | -$1.41万 | 减仓 |
| AGNC | AGNC INVT CORP | $12.84万 | 0.02% | 12,798 | 772 | 6.4% | $7,743 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看涨期权 | $10.14万 | 0.02% | 300 | 300 | — | $10.14万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC 看涨期权 | $3.90万 | 0.01% | 100 | 100 | — | $3.90万 | 新建仓 |
| — | STEREOTAXIS INC | $2.51万 | 0.00% | 13,665 | 1,000 | 7.9% | $1,840 | 加仓 |
| AGNC | AGNC INVT CORP 看涨期权 | $3,009 | 0.00% | 300 | 300 | — | $3,009 | 新建仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -137,908 | -100.0% | -$701.79万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -193,855 | -100.0% | -$648.60万 | 清仓 |
| STXF | EA SERIES TRUST | $0 | 0.00% | 0 | -81,021 | -100.0% | -$357.18万 | 清仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -54,551 | -100.0% | -$323.38万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -90,510 | -100.0% | -$301.13万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -13,853 | -100.0% | -$265.36万 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | -12,262 | -100.0% | -$255.94万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -112,936 | -100.0% | -$227.00万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -3,675 | -100.0% | -$173.92万 | 清仓 |
| RGTI | RIGETTI COMPUTING INC | $0 | 0.00% | 0 | -72,500 | -100.0% | -$160.59万 | 清仓 |
| FLRT | PACER FDS TR | $0 | 0.00% | 0 | -31,464 | -100.0% | -$148.31万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -40,501 | -100.0% | -$115.47万 | 清仓 |
| SPYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -17,042 | -100.0% | -$96.82万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -26,460 | -100.0% | -$95.04万 | 清仓 |
| IWO | ISHARES TR | $0 | 0.00% | 0 | -2,297 | -100.0% | -$74.20万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -5,020 | -100.0% | -$68.74万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -4,281 | -100.0% | -$65.58万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -7,546 | -100.0% | -$61.66万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -2,842 | -100.0% | -$59.78万 | 清仓 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | -1,542 | -100.0% | -$57.58万 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | -5,587 | -100.0% | -$57.20万 | 清仓 |
| IWN | ISHARES TR | $0 | 0.00% | 0 | -2,968 | -100.0% | -$53.78万 | 清仓 |
| SCUS | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -21,293 | -100.0% | -$53.62万 | 清仓 |
| ARM | ARM HOLDINGS PLC | $0 | 0.00% | 0 | -4,850 | -100.0% | -$53.02万 | 清仓 |
| IWS | ISHARES TR | $0 | 0.00% | 0 | -3,497 | -100.0% | -$49.33万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -5,052 | -100.0% | -$48.64万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -5,011 | -100.0% | -$48.13万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,726 | -100.0% | -$43.68万 | 清仓 |
| MDYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,899 | -100.0% | -$41.47万 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -827 | -100.0% | -$40.55万 | 清仓 |
| SPSM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -8,533 | -100.0% | -$39.99万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -4,160 | -100.0% | -$39.17万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SLYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,202 | -100.0% | -$38.23万 | 清仓 |
| INOD | INNODATA INC | $0 | 0.00% | 0 | -7,427 | -100.0% | -$37.84万 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $0 | 0.00% | 0 | -4,671 | -100.0% | -$37.51万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -2,372 | -100.0% | -$36.44万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,890 | -100.0% | -$36.11万 | 清仓 |
| SLYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,819 | -100.0% | -$35.97万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -2,946 | -100.0% | -$35.41万 | 清仓 |
| — | FUNDVANTAGE TR | $0 | 0.00% | 0 | -14,478 | -100.0% | -$34.20万 | 清仓 |
| REGL | PROSHARES TR | $0 | 0.00% | 0 | -4,049 | -100.0% | -$34.10万 | 清仓 |
| JNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,306 | -100.0% | -$32.14万 | 清仓 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | -4,769 | -100.0% | -$31.48万 | 清仓 |
| SPMD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,230 | -100.0% | -$30.29万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,746 | -100.0% | -$28.11万 | 清仓 |
| QTUM | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -2,520 | -100.0% | -$27.63万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -1,716 | -100.0% | -$27.52万 | 清仓 |
| QUBT | QUANTUM COMPUTING INC | $0 | 0.00% | 0 | -26,427 | -100.0% | -$27.11万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -2,082 | -100.0% | -$26.54万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -966 | -100.0% | -$25.92万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,189 | -100.0% | -$25.13万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -4,561 | -100.0% | -$24.55万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -2,437 | -100.0% | -$24.33万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -893 | -100.0% | -$22.86万 | 清仓 |
| PULS | PGIM ETF TR | $0 | 0.00% | 0 | -4,531 | -100.0% | -$22.47万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HDV | ISHARES TR | $0 | 0.00% | 0 | -1,783 | -100.0% | -$21.68万 | 清仓 |
| PFFD | GLOBAL X FDS | $0 | 0.00% | 0 | -11,281 | -100.0% | -$21.33万 | 清仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -1,294 | -100.0% | -$21.17万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -579 | -100.0% | -$20.66万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,787 | -100.0% | -$20.33万 | 清仓 |
| PSEC | PROSPECT CAP CORP | $0 | 0.00% | 0 | -15,430 | -100.0% | -$4.00万 | 清仓 |