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 |
|---|---|---|---|---|---|---|---|---|
| VOE | VANGUARD INDEX FDS | $30.04万 | 0.11% | 1,630 | 135 | 9.0% | $2.49万 | 加仓 |
| JSMD | JANUS DETROIT STR TR | $29.72万 | 0.10% | 3,745 | -68 | -1.8% | -$5,396 | 减仓 |
| PSX | PHILLIPS 66 | $29.60万 | 0.10% | 1,625 | -118 | -6.8% | -$2.15万 | 减仓 |
| IWO | ISHARES TR | $28.97万 | 0.10% | 923 | 58 | 6.7% | $1.82万 | 加仓 |
| VGT | VANGUARD WORLD FD | $28.75万 | 0.10% | 412 | -97 | -19.1% | -$6.77万 | 减仓 |
| VV | VANGUARD INDEX FDS | $27.37万 | 0.10% | 916 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $26.08万 | 0.09% | 2,305 | 6 | 0.3% | $679 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $25.21万 | 0.09% | 7,517 | 5 | 0.1% | $168 | 加仓 |
| ABT | ABBOTT LABORATORIES | $24.70万 | 0.09% | 2,406 | -525 | -17.9% | -$5.39万 | 减仓 |
| PEP | PEPSICO INC | $24.28万 | 0.09% | 1,564 | -8 | -0.5% | -$1,242 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $23.11万 | 0.08% | 3,683 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $23.06万 | 0.08% | 26,749 | 190 | 0.7% | $1,638 | 加仓 |
| T | AT&T INC | $22.90万 | 0.08% | 7,900 | 7,900 | — | $22.90万 | 新建仓 |
| URA | GLOBAL X FDS | $22.80万 | 0.08% | 4,707 | 4,707 | — | $22.80万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $22.55万 | 0.08% | 1,561 | 2 | 0.1% | $289 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $22.22万 | 0.08% | 21,572 | 229 | 1.1% | $2,359 | 加仓 |
| GE | GE AEROSPACE | $21.74万 | 0.08% | 766 | -48 | -5.9% | -$1.36万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $21.48万 | 0.08% | 3,506 | 717 | 25.7% | $4.39万 | 重新持有 |
| V | VISA INC | $20.81万 | 0.07% | 688 | -121 | -15.0% | -$3.66万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $20.75万 | 0.07% | 4,808 | 4,808 | — | $20.75万 | 新建仓 |
| GEV | GE VERNOVA INC | $20.69万 | 0.07% | 237 | 237 | — | $20.69万 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC | $5.40万 | 0.02% | 15,350 | -1,000 | -6.1% | -$3,520 | 减仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $5.32万 | 0.02% | 10,922 | 10,922 | — | $5.32万 | 新建仓 |
| — | 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 |