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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3,971.45万 | 7.59% | 137,249 | -19,174 | -12.3% | -$554.82万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,160.21万 | 6.04% | 63,155 | -3,448 | -5.2% | -$172.53万 | 减仓 |
| IVV | ISHARES TR | $3,074.62万 | 5.88% | 41,056 | 9,540 | 30.3% | $714.44万 | 加仓 |
| DGRO | ISHARES TR | $1,497.48万 | 2.86% | 197,583 | -17,567 | -8.2% | -$133.14万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,446.30万 | 2.77% | 19,640 | 218 | 1.1% | $16.05万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,274.20万 | 2.44% | 348,808 | 13,151 | 3.9% | $48.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,068.03万 | 2.04% | 53,377 | -5,494 | -9.3% | -$109.93万 | 减仓 |
| — | EA SERIES TRUST | $1,015.02万 | 1.94% | 186,413 | 3,664 | 2.0% | $19.95万 | 加仓 |
| AMZN | AMAZON COM INC | $958.70万 | 1.83% | 40,224 | -6,836 | -14.5% | -$162.93万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $935.94万 | 1.79% | 106,502 | 39,322 | 58.5% | $345.56万 | 加仓 |
| IVW | ISHARES TR | $847.55万 | 1.62% | 61,627 | 286 | 0.5% | $3.93万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $829.23万 | 1.59% | 22,409 | -6,716 | -23.1% | -$248.52万 | 减仓 |
| CLOI | VANECK ETF TRUST | $796.51万 | 1.52% | 150,428 | -11,214 | -6.9% | -$59.38万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $731.82万 | 1.40% | 46,309 | 466 | 1.0% | $7.36万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $727.36万 | 1.39% | 75,382 | -15,814 | -17.3% | -$152.59万 | 减仓 |
| AGG | ISHARES TR | $674.44万 | 1.29% | 68,139 | 39,889 | 141.2% | $394.82万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $612.89万 | 1.17% | 6,552 | -1,424 | -17.9% | -$133.21万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $610.47万 | 1.17% | 192,517 | 5,529 | 3.0% | $17.53万 | 加仓 |
| EPS | WISDOMTREE TR | $587.25万 | 1.12% | 75,492 | 33,560 | 80.0% | $261.06万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $585.27万 | 1.12% | 124,686 | 74,103 | 146.5% | $347.84万 | 加仓 |
| MSFT | MICROSOFT CORP | $572.21万 | 1.09% | 15,340 | 1,305 | 9.3% | $48.68万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $567.48万 | 1.08% | 83,971 | -8,613 | -9.3% | -$58.21万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $565.58万 | 1.08% | 17,279 | -1,683 | -8.9% | -$55.09万 | 减仓 |
| PAAA | PGIM ETF TR | $557.19万 | 1.07% | 108,678 | -11,194 | -9.3% | -$57.39万 | 减仓 |
| UNP | UNION PAC CORP | $541.76万 | 1.04% | 19,918 | -299 | -1.5% | -$8.13万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $510.30万 | 0.98% | 61,862 | 30,602 | 97.9% | $252.44万 | 加仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $504.20万 | 0.96% | 150,327 | -76,842 | -33.8% | -$257.73万 | 减仓 |
| IUSB | ISHARES TR | $490.54万 | 0.94% | 106,293 | 50,221 | 89.6% | $231.77万 | 加仓 |
| GOOGL | ALPHABET INC | $486.63万 | 0.93% | 13,617 | 414 | 3.1% | $14.80万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $468.67万 | 0.90% | 202,624 | 10,741 | 5.6% | $24.84万 | 加仓 |
| GOOG | ALPHABET INC | $432.64万 | 0.83% | 12,245 | -6,721 | -35.4% | -$237.47万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $424.74万 | 0.81% | 43,081 | 20,128 | 87.7% | $198.44万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $422.10万 | 0.81% | 53,155 | 25,767 | 94.1% | $204.62万 | 加仓 |
| COWZ | PACER FDS TR | $421.30万 | 0.81% | 67,733 | -25,471 | -27.3% | -$158.43万 | 减仓 |
| IGRO | ISHARES TR | $418.42万 | 0.80% | 47,586 | -19,391 | -29.0% | -$170.50万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $377.72万 | 0.72% | 55,539 | -2,263 | -3.9% | -$15.39万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $366.86万 | 0.70% | 30,831 | -8,187 | -21.0% | -$97.42万 | 减仓 |
| IVE | ISHARES TR | $362.63万 | 0.69% | 15,971 | -3,614 | -18.5% | -$82.06万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $339.48万 | 0.65% | 45,999 | -24,202 | -34.5% | -$178.61万 | 减仓 |
| IEMG | ISHARES INC | $333.16万 | 0.64% | 40,217 | 20,731 | 106.4% | $171.73万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $325.13万 | 0.62% | 37,744 | 36,958 | 4,702.0% | $318.36万 | 重新持有 |
| IEFA | ISHARES TR | $316.11万 | 0.60% | 32,730 | 15,742 | 92.7% | $152.04万 | 加仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $315.92万 | 0.60% | 62,682 | 40,446 | 181.9% | $203.85万 | 加仓 |
| — | EXXON MOBIL CORP | $295.14万 | 0.56% | 21,587 | 3,806 | 21.4% | $52.04万 | 加仓 |
| AGOX | STARBOARD INVT TR | $292.55万 | 0.56% | 84,406 | -49,213 | -36.8% | -$170.57万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $292.06万 | 0.56% | 71,062 | -7,731 | -9.8% | -$31.77万 | 减仓 |
| ACWX | ISHARES TR | $280.19万 | 0.54% | 36,814 | 6,933 | 23.2% | $52.77万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $274.89万 | 0.53% | 3,459 | -3,235 | -48.3% | -$257.09万 | 减仓 |
| META | META PLATFORMS INC | $273.73万 | 0.52% | 4,859 | -466 | -8.8% | -$26.25万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $265.01万 | 0.51% | 10,435 | -6,950 | -40.0% | -$176.51万 | 减仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $262.92万 | 0.50% | 36,917 | 5,171 | 16.3% | $36.83万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $250.67万 | 0.48% | 68,489 | -137 | -0.2% | -$5,014 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $250.21万 | 0.48% | 15,770 | 277 | 1.8% | $4.39万 | 加仓 |
| MCK | MCKESSON CORP | $240.10万 | 0.46% | 3,178 | 21 | 0.7% | $1.59万 | 加仓 |
| ABBV | ABBVIE INC | $236.21万 | 0.45% | 9,387 | -7,628 | -44.8% | -$191.94万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $234.34万 | 0.45% | 30,032 | 13,752 | 84.5% | $107.31万 | 加仓 |
| WMT | WALMART INC | $227.48万 | 0.43% | 20,085 | -20,125 | -50.0% | -$227.93万 | 减仓 |
| CVX | CHEVRON CORPORATION | $221.49万 | 0.42% | 13,362 | -8,533 | -39.0% | -$141.44万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $220.95万 | 0.42% | 41,910 | -9,114 | -17.9% | -$48.05万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $219.16万 | 0.42% | 40,881 | 299 | 0.7% | $1.60万 | 加仓 |
| MOAT | VANECK ETF TRUST | $213.64万 | 0.41% | 20,550 | -11,624 | -36.1% | -$120.84万 | 减仓 |
| TSLA | TESLA INC | $210.72万 | 0.40% | 5,010 | -1,107 | -18.1% | -$46.56万 | 减仓 |
| MBB | ISHARES TR | $210.42万 | 0.40% | 22,262 | 1,442 | 6.9% | $13.63万 | 加仓 |
| BSEP | INNOVATOR ETFS TRUST | $200.80万 | 0.38% | 38,080 | -130 | -0.3% | -$6,855 | 减仓 |
| CAT | CATERPILLAR INC | $199.08万 | 0.38% | 1,869 | 192 | 11.4% | $20.45万 | 加仓 |
| AMAT | APPLIED MATLS INC | $196.52万 | 0.38% | 2,718 | 495 | 22.3% | $35.79万 | 加仓 |
| TDV | PROSHARES TR | $190.76万 | 0.36% | 18,349 | -11,468 | -38.5% | -$119.22万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $189.24万 | 0.36% | 6,729 | -3,234 | -32.5% | -$90.95万 | 减仓 |
| GOVT | ISHARES TR | $185.04万 | 0.35% | 81,231 | 2,651 | 3.4% | $6.04万 | 加仓 |
| FLTR | VANECK ETF TRUST | $184.46万 | 0.35% | 72,026 | -23,833 | -24.9% | -$61.04万 | 减仓 |
| AVGO | BROADCOM INC | $176.73万 | 0.34% | 4,679 | 769 | 19.7% | $29.05万 | 加仓 |
| ICOW | PACER FDS TR | $169.78万 | 0.32% | 40,784 | -21,704 | -34.7% | -$90.35万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $169.68万 | 0.32% | 10,504 | -3,428 | -24.6% | -$55.37万 | 减仓 |
| HD | HOME DEPOT INC | $168.85万 | 0.32% | 4,787 | 182 | 4.0% | $6.42万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $166.54万 | 0.32% | 36,537 | -21,905 | -37.5% | -$99.84万 | 减仓 |
| — | COLUMBIA ETF TR I | $161.03万 | 0.31% | 39,682 | -24,744 | -38.4% | -$100.41万 | 减仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $150.56万 | 0.29% | 65,689 | -38,232 | -36.8% | -$87.63万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.29% | 2 | 0 | 0.0% | — | 不变 |
| BLCR | BLACKROCK ETF TRUST | $148.15万 | 0.28% | 29,412 | 1,032 | 3.6% | $5.20万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $146.28万 | 0.28% | 52,149 | 52,149 | — | $146.28万 | 新建仓 |
| GLD | SPDR GOLD TR | $144.41万 | 0.28% | 3,920 | 226 | 6.1% | $8.33万 | 加仓 |
| V | VISA INC | $144.29万 | 0.28% | 4,206 | 17 | 0.4% | $5,832 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $139.13万 | 0.27% | 2,395 | 304 | 14.5% | $17.66万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $138.31万 | 0.26% | 40,871 | 14,232 | 53.4% | $48.16万 | 加仓 |
| MBSF | VALUED ADVISERS TR | $138.30万 | 0.26% | 53,864 | -31,315 | -36.8% | -$80.40万 | 减仓 |
| AGGY | WISDOMTREE TR | $134.78万 | 0.26% | 30,997 | 12,648 | 68.9% | $54.99万 | 加仓 |
| KO | COCA COLA CO | $128.28万 | 0.25% | 15,784 | 1,594 | 11.2% | $12.95万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $127.92万 | 0.24% | 25,436 | 25,436 | — | $127.92万 | 新建仓 |
| DE | DEERE & CO | $127.84万 | 0.24% | 2,015 | -12 | -0.6% | -$7,613 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $127.13万 | 0.24% | 1,101 | -371 | -25.2% | -$42.84万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $123.06万 | 0.24% | 26,516 | 23 | 0.1% | $1,067 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $122.13万 | 0.23% | 4,600 | -5,380 | -53.9% | -$142.84万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $111.32万 | 0.21% | 57,412 | 57,412 | — | $111.32万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $110.14万 | 0.21% | 39,889 | 0 | 0.0% | — | 不变 |
| THRO | BLACKROCK ETF TRUST | $109.03万 | 0.21% | 25,291 | -14,946 | -37.1% | -$64.43万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $107.81万 | 0.21% | 2,594 | 378 | 17.1% | $15.71万 | 加仓 |
| SHLD | GLOBAL X FDS | $107.71万 | 0.21% | 18,039 | 2,555 | 16.5% | $15.26万 | 加仓 |
| MSM | MSC INDL DIRECT INC | $106.14万 | 0.20% | 8,923 | -16,848 | -65.4% | -$200.42万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $105.46万 | 0.20% | 20,327 | -2,086 | -9.3% | -$10.82万 | 减仓 |
| MO | ALTRIA GROUP INC | $105.24万 | 0.20% | 14,627 | -257 | -1.7% | -$1.85万 | 减仓 |