WEALTHSPAN PARTNERS, LLC
DAVENPORT IA · SEC CIK 0001909805
$2.84亿2026Q1 申报市值
123持仓数
46.5%前十大占比 · 第一大 11.6%
6 / 7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
VUSB 新建仓+$458.13万
STIP 加仓+$70.90万
EVSD 加仓+$67.57万
SCHD 加仓+$56.77万
EVSM 加仓+$34.80万
2026Q1 卖出最多 按季末市值估算
DUSB 减仓-$63.33万
IBIT 清仓-$25.47万
DFGX 清仓-$25.18万
EVLN 减仓-$24.76万
PLTR 清仓-$21.88万
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 |
|---|---|---|---|---|---|---|---|---|
| — | PAYPAL HLDGS INC 看涨期权 | $0 | 0.00% | 0 | -5,000 | -100.0% | -$29.19万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,130 | -100.0% | -$25.47万 | 清仓 |
| DFGX | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -4,783 | -100.0% | -$25.18万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,231 | -100.0% | -$21.88万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -684 | -100.0% | -$20.25万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SOUNDHOUND AI INC 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$9.97万 | 清仓 |
| — | FUBOTV INC | $0 | 0.00% | 0 | -18,500 | -100.0% | -$4.66万 | 清仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $5.32万 | 0.02% | 10,922 | 10,922 | — | $5.32万 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC | $5.40万 | 0.02% | 15,350 | -1,000 | -6.1% | -$3,520 | 减仓 |
| GEV | GE VERNOVA INC | $20.69万 | 0.07% | 237 | 237 | — | $20.69万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $20.75万 | 0.07% | 4,808 | 4,808 | — | $20.75万 | 新建仓 |
| V | VISA INC | $20.81万 | 0.07% | 688 | -121 | -15.0% | -$3.66万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $21.48万 | 0.08% | 3,506 | 717 | 25.7% | $4.39万 | 重新持有 |
| GE | GE AEROSPACE | $21.74万 | 0.08% | 766 | -48 | -5.9% | -$1.36万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $22.22万 | 0.08% | 21,572 | 229 | 1.1% | $2,359 | 加仓 |
| PG | PROCTER & GAMBLE CO | $22.55万 | 0.08% | 1,561 | 2 | 0.1% | $289 | 加仓 |
| URA | GLOBAL X FDS | $22.80万 | 0.08% | 4,707 | 4,707 | — | $22.80万 | 新建仓 |
| T | AT&T INC | $22.90万 | 0.08% | 7,900 | 7,900 | — | $22.90万 | 新建仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $23.06万 | 0.08% | 26,749 | 190 | 0.7% | $1,638 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $23.11万 | 0.08% | 3,683 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $24.28万 | 0.09% | 1,564 | -8 | -0.5% | -$1,242 | 减仓 |
| ABT | ABBOTT LABORATORIES | $24.70万 | 0.09% | 2,406 | -525 | -17.9% | -$5.39万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $25.21万 | 0.09% | 7,517 | 5 | 0.1% | $168 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $26.08万 | 0.09% | 2,305 | 6 | 0.3% | $679 | 加仓 |
| VV | VANGUARD INDEX FDS | $27.37万 | 0.10% | 916 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $28.75万 | 0.10% | 412 | -97 | -19.1% | -$6.77万 | 减仓 |
| IWO | ISHARES TR | $28.97万 | 0.10% | 923 | 58 | 6.7% | $1.82万 | 加仓 |
| PSX | PHILLIPS 66 | $29.60万 | 0.10% | 1,625 | -118 | -6.8% | -$2.15万 | 减仓 |
| JSMD | JANUS DETROIT STR TR | $29.72万 | 0.10% | 3,745 | -68 | -1.8% | -$5,396 | 减仓 |
| VOE | VANGUARD INDEX FDS | $30.04万 | 0.11% | 1,630 | 135 | 9.0% | $2.49万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $30.48万 | 0.11% | 12,887 | -209 | -1.6% | -$4,943 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $30.60万 | 0.11% | 10,031 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $31.28万 | 0.11% | 3,059 | -302 | -9.0% | -$3.09万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $33.86万 | 0.12% | 1,161 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $33.89万 | 0.12% | 340 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $34.14万 | 0.12% | 1,678 | 110 | 7.0% | $2.24万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $34.99万 | 0.12% | 28,378 | 6,571 | 30.1% | $8.10万 | 加仓 |
| ONDS | ONDAS INC | $35.37万 | 0.12% | 39,130 | 630 | 1.6% | $5,695 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $35.53万 | 0.13% | 767 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $35.98万 | 0.13% | 7,381 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $37.87万 | 0.13% | 11,184 | 1,281 | 12.9% | $4.34万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $38.02万 | 0.13% | 1,258 | 78 | 6.6% | $2.36万 | 加仓 |
| SO | SOUTHERN CO | $39.76万 | 0.14% | 4,119 | 2 | 0.0% | $193 | 加仓 |
| BP | BP PLC | $40.14万 | 0.14% | 8,539 | 43 | 0.5% | $2,021 | 加仓 |
| PAVE | GLOBAL X FDS | $40.54万 | 0.14% | 7,978 | 194 | 2.5% | $9,857 | 加仓 |
| NLR | VANECK ETF TRUST | $41.72万 | 0.15% | 3,132 | -103 | -3.2% | -$1.37万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $42.68万 | 0.15% | 1,659 | -101 | -5.7% | -$2.60万 | 减仓 |
| SLB | SLB LIMITED | $45.75万 | 0.16% | 8,902 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $46.76万 | 0.16% | 29,447 | 10,546 | 55.8% | $16.75万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $47.67万 | 0.17% | 1,122 | 106 | 10.4% | $4.50万 | 加仓 |
| ROL | ROLLINS INC | $48.44万 | 0.17% | 9,070 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $48.92万 | 0.17% | 1,316 | 20 | 1.5% | $7,435 | 加仓 |
| HNI | HNI CORP | $50.28万 | 0.18% | 15,059 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $51.31万 | 0.18% | 7,674 | 1 | 0.0% | $67 | 加仓 |
| ICSH | ISHARES TR | $51.82万 | 0.18% | 10,236 | -2 | -0.0% | -$101 | 减仓 |
| HD | HOME DEPOT INC | $53.00万 | 0.19% | 1,611 | -20 | -1.2% | -$6,580 | 减仓 |
| CW | CURTISS WRIGHT CORP | $54.49万 | 0.19% | 800 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $56.33万 | 0.20% | 1,915 | -49 | -2.5% | -$1.44万 | 减仓 |
| ORCL | ORACLE CORP | $56.49万 | 0.20% | 3,840 | 1,761 | 84.7% | $25.91万 | 加仓 |
| OKE | ONEOK INC NEW | $61.36万 | 0.22% | 6,788 | 26 | 0.4% | $2,350 | 加仓 |
| NEE | NEXTERA ENERGY INC | $62.20万 | 0.22% | 6,697 | -61 | -0.9% | -$5,666 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $65.95万 | 0.23% | 2,862 | 1 | 0.0% | $230 | 加仓 |
| IVV | ISHARES TR | $66.56万 | 0.23% | 1,019 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $71.28万 | 0.25% | 21,169 | 109 | 0.5% | $3,670 | 加仓 |
| BCD | ABRDN ETFS | $71.64万 | 0.25% | 20,021 | 1,571 | 8.5% | $5.62万 | 加仓 |
| EVLN | MORGAN STANLEY ETF TRUST | $72.05万 | 0.25% | 14,955 | -5,139 | -25.6% | -$24.76万 | 减仓 |
| GOOGL | ALPHABET INC | $72.42万 | 0.26% | 2,518 | 39 | 1.6% | $1.12万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $72.64万 | 0.26% | 13,440 | 729 | 5.7% | $3.94万 | 加仓 |
| ABBV | ABBVIE INC | $73.38万 | 0.26% | 3,374 | 1 | 0.0% | $217 | 加仓 |
| TRGP | TARGA RES CORP | $77.17万 | 0.27% | 3,078 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $83.01万 | 0.29% | 22,581 | -803 | -3.4% | -$2.95万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $85.83万 | 0.30% | 12,104 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $86.45万 | 0.30% | 4,151 | 63 | 1.5% | $1.31万 | 加仓 |
| WFC | WELLS FARGO & CO | $87.76万 | 0.31% | 11,024 | -288 | -2.5% | -$2.29万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $90.89万 | 0.32% | 17,220 | -114 | -0.7% | -$6,017 | 减仓 |
| — | EXXON MOBIL CORP | $92.23万 | 0.32% | 5,436 | -463 | -7.8% | -$7.86万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $93.35万 | 0.33% | 5,707 | 1,379 | 31.9% | $22.56万 | 加仓 |
| COPX | GLOBAL X FDS | $99.41万 | 0.35% | 13,021 | 1,232 | 10.5% | $9.41万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $100.38万 | 0.35% | 18,079 | 1,246 | 7.4% | $6.92万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $102.31万 | 0.36% | 35,123 | 2,840 | 8.8% | $8.27万 | 加仓 |
| VHT | VANGUARD WORLD FD | $102.33万 | 0.36% | 3,758 | -18 | -0.5% | -$4,901 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $104.74万 | 0.37% | 16,772 | 452 | 2.8% | $2.82万 | 加仓 |
| GLD | SPDR GOLD TR | $105.98万 | 0.37% | 2,463 | 38 | 1.6% | $1.64万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $107.39万 | 0.38% | 4,393 | 1 | 0.0% | $244 | 加仓 |
| COP | CONOCOPHILLIPS | $107.98万 | 0.38% | 8,180 | -784 | -8.7% | -$10.35万 | 减仓 |
| IJH | ISHARES TR | $116.71万 | 0.41% | 17,283 | -1,010 | -5.5% | -$6.82万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $120.17万 | 0.42% | 37,295 | -98 | -0.3% | -$3,158 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $131.06万 | 0.46% | 27,575 | 2,500 | 10.0% | $11.88万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $142.02万 | 0.50% | 2,184 | 53 | 2.5% | $3.45万 | 加仓 |
| MLPX | GLOBAL X FDS | $144.16万 | 0.51% | 19,497 | 964 | 5.2% | $7.13万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $144.38万 | 0.51% | 40,637 | 262 | 0.6% | $9,309 | 加仓 |
| CSX | CSX CORP | $149.41万 | 0.53% | 36,397 | 127 | 0.4% | $5,213 | 加仓 |
| EVMO | MORGAN STANLEY ETF TRUST | $152.26万 | 0.54% | 30,258 | 1,729 | 6.1% | $8.70万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $169.05万 | 0.60% | 9,693 | 40 | 0.4% | $6,976 | 加仓 |
| QQQ | INVESCO QQQ TR | $169.07万 | 0.60% | 2,929 | -72 | -2.4% | -$4.16万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $189.32万 | 0.67% | 3,951 | 43 | 1.1% | $2.06万 | 加仓 |
| LLY | ELI LILLY & CO | $194.18万 | 0.68% | 2,111 | 1 | 0.0% | $920 | 加仓 |
| VBR | VANGUARD INDEX FDS | $195.50万 | 0.69% | 8,999 | -2 | -0.0% | -$435 | 减仓 |
| MCD | MCDONALDS CORP | $216.10万 | 0.76% | 6,953 | 2 | 0.0% | $622 | 加仓 |