WealthPlan Investment Management, LLC
OMAHA NE · SEC CIK 0001929986
$20.14亿2026Q2 申报市值
478持仓数
28.3%前十大占比 · 第一大 5.6%
40 / 24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
MINT 加仓+$2,137.56万
IVV 加仓+$1,806.32万
JCPB 加仓+$819.74万
AGG 加仓+$735.46万
SCHD 加仓+$674.04万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$1,404.61万
JGLO 减仓-$684.94万
EA SERIES TRUST 减仓-$551.26万
BIL 减仓-$398.74万
GOOG 减仓-$330.40万
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 |
|---|---|---|---|---|---|---|---|---|
| TLT | ISHARES TR | $0 | 0.00% | 0 | -20,514 | -100.0% | -$177.84万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -24,241 | -100.0% | -$170.92万 | 清仓 |
| GOLF | ACUSHNET HLDGS CORP | $0 | 0.00% | 0 | -14,793 | -100.0% | -$138.29万 | 清仓 |
| SNDA | SONIDA SENIOR LIVING INC | $0 | 0.00% | 0 | -12,878 | -100.0% | -$41.53万 | 清仓 |
| PIT | VANECK ETF TRUST | $0 | 0.00% | 0 | -5,296 | -100.0% | -$38.33万 | 清仓 |
| OUNZ | VANECK MERK GOLD ETF | $0 | 0.00% | 0 | -8,458 | -100.0% | -$38.10万 | 清仓 |
| BNDC | FLEXSHARES TR | $0 | 0.00% | 0 | -15,126 | -100.0% | -$33.64万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -12,571 | -100.0% | -$31.14万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -12,630 | -100.0% | -$30.94万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -13,069 | -100.0% | -$30.93万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -12,689 | -100.0% | -$30.76万 | 清仓 |
| — | FIDELITY ETHEREUM FD | $0 | 0.00% | 0 | -14,295 | -100.0% | -$29.85万 | 清仓 |
| EYLD | CAMBRIA ETF TR | $0 | 0.00% | 0 | -6,415 | -100.0% | -$26.57万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -2,738 | -100.0% | -$25.72万 | 清仓 |
| — | RBB FD INC | $0 | 0.00% | 0 | -5,060 | -100.0% | -$25.04万 | 清仓 |
| RODM | LATTICE STRATEGIES TR | $0 | 0.00% | 0 | -6,183 | -100.0% | -$24.38万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,158 | -100.0% | -$22.96万 | 清仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -5,068 | -100.0% | -$22.44万 | 清仓 |
| PDEC | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,136 | -100.0% | -$21.83万 | 清仓 |
| DIAL | COLUMBIA ETF TR I | $0 | 0.00% | 0 | -11,756 | -100.0% | -$21.25万 | 清仓 |
| — | FUNDVANTAGE TR | $0 | 0.00% | 0 | -9,275 | -100.0% | -$21.06万 | 清仓 |
| IFRA | ISHARES TR | $0 | 0.00% | 0 | -3,610 | -100.0% | -$20.65万 | 清仓 |
| MSIF | MSC INCOME FUND INC | $0 | 0.00% | 0 | -11,677 | -100.0% | -$14.22万 | 清仓 |
| IMSR | TERRESTRIAL ENERGY INC | $0 | 0.00% | 0 | -10,206 | -100.0% | -$6.13万 | 清仓 |
| IBRX | IMMUNITYBIO INC 看涨期权 | $8,760 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| USO | UNITED STS OIL FD LP 看跌期权 | $1.06万 | 0.00% | 100 | 100 | — | $1.06万 | 新建仓 |
| INTC | INTEL CORP 看涨期权 | $1.40万 | 0.00% | 100 | 100 | — | $1.40万 | 新建仓 |
| RR | RICHTECH ROBOTICS INC | $4.39万 | 0.00% | 20,828 | 0 | 0.0% | — | 不变 |
| UPWK | UPWORK INC | $8.45万 | 0.00% | 10,103 | 10,103 | — | $8.45万 | 新建仓 |
| FLO | FLOWERS FOODS INC | $8.48万 | 0.00% | 10,736 | 10,736 | — | $8.48万 | 新建仓 |
| IBRX | IMMUNITYBIO INC | $11.95万 | 0.01% | 13,650 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $12.33万 | 0.01% | 11,310 | -392 | -3.3% | -$4,273 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $14.18万 | 0.01% | 28,411 | -61,726 | -68.5% | -$30.80万 | 减仓 |
| — | PROSHARES TR | $16.37万 | 0.01% | 20,467 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $18.12万 | 0.01% | 16,252 | -40,454 | -71.3% | -$45.11万 | 减仓 |
| GPRE | GREEN PLAINS INC | $19.54万 | 0.01% | 12,706 | 0 | 0.0% | — | 不变 |
| IMAX | IMAX CORP | $20.17万 | 0.01% | 5,059 | -1,294 | -20.4% | -$5.16万 | 减仓 |
| MAS | MASCO CORP | $20.20万 | 0.01% | 2,482 | 2,482 | — | $20.20万 | 新建仓 |
| ASML | ASML HLDG NV | $20.29万 | 0.01% | 102 | 102 | — | $20.29万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $20.38万 | 0.01% | 1,016 | 58 | 6.1% | $1.16万 | 重新持有 |
| CVS | CVS HEALTH CORP | $20.40万 | 0.01% | 1,972 | 1,972 | — | $20.40万 | 新建仓 |
| DOW | DOW HLDGS INC | $20.41万 | 0.01% | 7,460 | -178 | -2.3% | -$4,870 | 减仓 |
| — | NEOS ETF TRUST | $20.58万 | 0.01% | 4,248 | 4,248 | — | $20.58万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $20.69万 | 0.01% | 1,801 | 1,801 | — | $20.69万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $20.88万 | 0.01% | 2,278 | 2,278 | — | $20.88万 | 新建仓 |
| RTX | RTX CORPORATION | $20.90万 | 0.01% | 1,101 | 1,101 | — | $20.90万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $20.97万 | 0.01% | 592 | 592 | — | $20.97万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $20.97万 | 0.01% | 2,603 | -749 | -22.3% | -$6.04万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $21.09万 | 0.01% | 6,231 | -7,072 | -53.2% | -$23.93万 | 减仓 |
| NVR | NVR INC | $21.12万 | 0.01% | 31 | -2 | -6.1% | -$1.36万 | 减仓 |
| SNA | SNAP ON INC | $21.33万 | 0.01% | 530 | 530 | — | $21.33万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $21.48万 | 0.01% | 2,468 | 2,468 | — | $21.48万 | 新建仓 |
| — | LAZARD ACTIVE ETF TR | $21.53万 | 0.01% | 6,685 | -1,839 | -21.6% | -$5.92万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $21.58万 | 0.01% | 5,003 | -20,635 | -80.5% | -$89.02万 | 重新持有 |
| IBDU | ISHARES TR | $21.60万 | 0.01% | 9,325 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $21.60万 | 0.01% | 864 | 864 | — | $21.60万 | 新建仓 |
| INTU | INTUIT | $21.87万 | 0.01% | 838 | 838 | — | $21.87万 | 新建仓 |
| QQQI | NEOS ETF TRUST | $21.91万 | 0.01% | 3,858 | 3,858 | — | $21.91万 | 新建仓 |
| DCTH | DELCATH SYS INC | $21.96万 | 0.01% | 17,443 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $22.00万 | 0.01% | 2,286 | 486 | 27.0% | $4.68万 | 重新持有 |
| LULU | LULULEMON ATHLETICA INC | $22.03万 | 0.01% | 1,929 | -348 | -15.3% | -$3.97万 | 减仓 |
| TDTT | FLEXSHARES TR | $22.48万 | 0.01% | 9,401 | -1,664 | -15.0% | -$3.98万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $22.69万 | 0.01% | 5,249 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $22.96万 | 0.01% | 1,962 | 1,962 | — | $22.96万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $23.08万 | 0.01% | 643 | 643 | — | $23.08万 | 新建仓 |
| VLY | VALLEY NATL BANCORP | $23.21万 | 0.01% | 15,846 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $23.26万 | 0.01% | 4,350 | -30 | -0.7% | -$1,604 | 减仓 |
| — | ISHARES TR | $23.32万 | 0.01% | 3,965 | -290 | -6.8% | -$1.71万 | 减仓 |
| ROKU | ROKU INC | $23.57万 | 0.01% | 1,706 | 1,706 | — | $23.57万 | 新建仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $23.62万 | 0.01% | 4,337 | -188 | -4.2% | -$1.02万 | 减仓 |
| QUBT | QUANTUM COMPUTING INC | $23.64万 | 0.01% | 24,376 | -2,873 | -10.5% | -$2.79万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $23.66万 | 0.01% | 5,219 | -1,394 | -21.1% | -$6.32万 | 减仓 |
| NJAN | INNOVATOR ETFS TRUST | $23.91万 | 0.01% | 4,051 | -754 | -15.7% | -$4.45万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $23.92万 | 0.01% | 5,776 | -2,347 | -28.9% | -$9.72万 | 减仓 |
| OKLO | OKLO INC | $23.97万 | 0.01% | 4,580 | -184 | -3.9% | -$9,629 | 减仓 |
| EEM | ISHARES TR | $24.14万 | 0.01% | 3,528 | 0 | 0.0% | — | 不变 |
| FVAL | FIDELITY COVINGTON TRUST | $24.18万 | 0.01% | 3,103 | -186 | -5.7% | -$1.45万 | 减仓 |
| IJS | ISHARES TR | $24.29万 | 0.01% | 1,777 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $24.38万 | 0.01% | 2,530 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $24.62万 | 0.01% | 10,030 | 161 | 1.6% | $3,952 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $24.85万 | 0.01% | 3,189 | -55 | -1.7% | -$4,285 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $25.40万 | 0.01% | 5,882 | 12 | 0.2% | $518 | 加仓 |
| GNMA | ISHARES TR | $25.54万 | 0.01% | 5,774 | -68 | -1.2% | -$3,008 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $25.86万 | 0.01% | 751 | 751 | — | $25.86万 | 新建仓 |
| IRM | IRON MTN INC DEL | $25.92万 | 0.01% | 2,052 | 2,052 | — | $25.92万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $26.12万 | 0.01% | 2,788 | 2,788 | — | $26.12万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $26.15万 | 0.01% | 1,183 | 1,183 | — | $26.15万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $26.24万 | 0.01% | 530 | 530 | — | $26.24万 | 新建仓 |
| PFEB | INNOVATOR ETFS TRUST | $26.35万 | 0.01% | 6,120 | -2,945 | -32.5% | -$12.68万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $26.36万 | 0.01% | 11,396 | -2,820 | -19.8% | -$6.52万 | 减仓 |
| CRWV | COREWEAVE INC | $26.38万 | 0.01% | 2,650 | -123 | -4.4% | -$1.22万 | 减仓 |
| TOL | TOLL BROTHERS INC | $26.56万 | 0.01% | 1,612 | 1,612 | — | $26.56万 | 新建仓 |
| HON | HONEYWELL INTL INC | $26.59万 | 0.01% | 1,187 | -1,207 | -50.4% | -$27.04万 | 减仓 |
| MAGS | LISTED FDS TR | $27.27万 | 0.01% | 4,240 | -1 | -0.0% | -$64 | 减仓 |
| URI | UNITED RENTALS INC | $27.84万 | 0.01% | 246 | 246 | — | $27.84万 | 新建仓 |
| PCAR | PACCAR INC | $28.03万 | 0.01% | 2,333 | -79 | -3.3% | -$9,490 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $28.71万 | 0.01% | 4,964 | -3,910 | -44.1% | -$22.62万 | 减仓 |
| APH | AMPHENOL CORP | $28.76万 | 0.01% | 1,631 | -5,973 | -78.6% | -$105.32万 | 减仓 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $28.92万 | 0.01% | 5,733 | -3,469 | -37.7% | -$17.50万 | 减仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $28.92万 | 0.01% | 4,807 | -176 | -3.5% | -$1.06万 | 减仓 |