WealthPlan Investment Management, LLC
OMAHA NE · SEC CIK 0001929986
$17.95亿2026Q1 申报市值
458持仓数
27.4%前十大占比 · 第一大 6.0%
101 / 17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+$3,673.78万
PAAA 新建仓+$1,607.30万
EPS 加仓+$1,538.22万
AGG 加仓+$1,262.55万
NVDA 加仓+$1,202.40万
2026Q1 卖出最多 按季末市值估算
BIL 减仓-$1,725.77万
MINT 减仓-$943.44万
AZN 清仓-$791.17万
FLBL 减仓-$678.00万
MBSF 减仓-$637.06万
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 |
|---|---|---|---|---|---|---|---|---|
| UAL | UNITED AIRLS HLDGS INC | $31.75万 | 0.02% | 3,449 | 3,449 | — | $31.75万 | 新建仓 |
| DOW | DOW HLDGS INC | $31.81万 | 0.02% | 7,638 | 7,638 | — | $31.81万 | 新建仓 |
| GUNR | FLEXSHARES TR | $31.85万 | 0.02% | 5,775 | 5,775 | — | $31.85万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $32.40万 | 0.02% | 4,310 | 4,310 | — | $32.40万 | 新建仓 |
| CIEN | CIENA CORP | $32.49万 | 0.02% | 837 | -228 | -21.4% | -$8.85万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $32.69万 | 0.02% | 4,369 | 4,369 | — | $32.69万 | 新建仓 |
| DDWM | WISDOMTREE TR | $32.82万 | 0.02% | 7,440 | 7,440 | — | $32.82万 | 新建仓 |
| MPC | MARATHON PETE CORP | $32.88万 | 0.02% | 1,347 | 31 | 2.4% | $7,567 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $33.01万 | 0.02% | 14,216 | -2,251 | -13.7% | -$5.23万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $33.17万 | 0.02% | 2,051 | 0 | 0.0% | — | 不变 |
| INOD | INNODATA INC | $33.43万 | 0.02% | 8,657 | 8,657 | — | $33.43万 | 新建仓 |
| BNDC | FLEXSHARES TR | $33.64万 | 0.02% | 15,126 | 2,706 | 21.8% | $6.02万 | 加仓 |
| XSVN | BONDBLOXX ETF TRUST | $33.65万 | 0.02% | 7,051 | -1,615 | -18.6% | -$7.71万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $33.74万 | 0.02% | 8,123 | -365 | -4.3% | -$1.52万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $33.88万 | 0.02% | 549 | 549 | — | $33.88万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $34.57万 | 0.02% | 2,267 | 655 | 40.6% | $9.99万 | 加仓 |
| SHOP | SHOPIFY INC | $34.79万 | 0.02% | 2,933 | -239 | -7.5% | -$2.84万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $34.86万 | 0.02% | 2,277 | -1,764 | -43.7% | -$27.01万 | 减仓 |
| GM | GENERAL MTRS CO | $35.10万 | 0.02% | 4,711 | 525 | 12.5% | $3.91万 | 加仓 |
| WM | WASTE MGMT INC DEL | $35.22万 | 0.02% | 1,533 | 267 | 21.1% | $6.13万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $35.69万 | 0.02% | 803 | 803 | — | $35.69万 | 新建仓 |
| TOPT | ISHARES TR | $36.09万 | 0.02% | 12,611 | 2,788 | 28.4% | $7.98万 | 加仓 |
| VLO | VALERO ENERGY CORP | $36.17万 | 0.02% | 1,464 | 1,464 | — | $36.17万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $36.33万 | 0.02% | 4,837 | 0 | 0.0% | — | 不变 |
| PFEB | INNOVATOR ETFS TRUST | $36.35万 | 0.02% | 9,065 | -215 | -2.3% | -$8,622 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $36.83万 | 0.02% | 16,238 | -608 | -3.6% | -$1.38万 | 减仓 |
| IGM | ISHARES TR | $36.94万 | 0.02% | 3,117 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $37.21万 | 0.02% | 3,851 | 3,851 | — | $37.21万 | 新建仓 |
| QCOM | QUALCOMM INC | $37.37万 | 0.02% | 2,902 | 2,902 | — | $37.37万 | 新建仓 |
| PMAY | INNOVATOR ETFS TRUST | $37.78万 | 0.02% | 9,458 | -251 | -2.6% | -$1.00万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $37.81万 | 0.02% | 1,251 | 22 | 1.8% | $6,648 | 加仓 |
| IREN | IREN LIMITED | $37.99万 | 0.02% | 11,082 | 11,082 | — | $37.99万 | 新建仓 |
| OUNZ | VANECK MERK GOLD ETF | $38.10万 | 0.02% | 8,458 | 8,458 | — | $38.10万 | 新建仓 |
| PIT | VANECK ETF TRUST | $38.33万 | 0.02% | 5,296 | 5,296 | — | $38.33万 | 新建仓 |
| IJAN | INNOVATOR ETFS TRUST | $38.34万 | 0.02% | 10,567 | -124 | -1.2% | -$4,499 | 减仓 |
| DHR | DANAHER CORP DEL | $38.39万 | 0.02% | 2,025 | 143 | 7.6% | $2.71万 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $38.51万 | 0.02% | 11,409 | -129 | -1.1% | -$4,354 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $38.52万 | 0.02% | 1,321 | -33 | -2.4% | -$9,623 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $38.67万 | 0.02% | 11,033 | -118 | -1.1% | -$4,136 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $38.75万 | 0.02% | 13,303 | -2,792 | -17.3% | -$8.13万 | 减仓 |
| F | FORD MTR CO | $38.98万 | 0.02% | 33,776 | 556 | 1.7% | $6,416 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $39.41万 | 0.02% | 12,445 | -96 | -0.8% | -$3,040 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $39.99万 | 0.02% | 3,878 | 0 | 0.0% | — | 不变 |
| RAAX | VANECK ETF TRUST | $40.19万 | 0.02% | 9,873 | 9,873 | — | $40.19万 | 新建仓 |
| ETN | EATON CORP PLC | $40.27万 | 0.02% | 1,126 | -2,950 | -72.4% | -$105.51万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $40.32万 | 0.02% | 4,981 | 4,981 | — | $40.32万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $40.33万 | 0.02% | 4,264 | 4,264 | — | $40.33万 | 新建仓 |
| IAU | ISHARES GOLD TR | $41.27万 | 0.02% | 4,682 | 32 | 0.7% | $2,821 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC | $41.53万 | 0.02% | 12,878 | 12,878 | — | $41.53万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $41.55万 | 0.02% | 8,598 | 8,598 | — | $41.55万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $42.14万 | 0.02% | 2,537 | -7 | -0.3% | -$1,163 | 减仓 |
| IJT | ISHARES TR | $42.66万 | 0.02% | 2,948 | 1,054 | 55.6% | $15.25万 | 加仓 |
| HYGV | FLEXSHARES TR | $42.73万 | 0.02% | 10,667 | 4,317 | 68.0% | $17.29万 | 加仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $43.72万 | 0.02% | 3,994 | 3,994 | — | $43.72万 | 新建仓 |
| TSLA | TESLA INC 看跌期权 | $44.61万 | 0.02% | 1,200 | 1,200 | — | $44.61万 | 新建仓 |
| XFIV | BONDBLOXX ETF TRUST | $44.85万 | 0.02% | 9,123 | -349 | -3.7% | -$1.72万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $44.94万 | 0.03% | 12,692 | -218 | -1.7% | -$7,719 | 减仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $45.38万 | 0.03% | 14,343 | 14,343 | — | $45.38万 | 新建仓 |
| XYL | XYLEM INC | $45.55万 | 0.03% | 3,812 | 338 | 9.7% | $4.04万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $45.56万 | 0.03% | 2,243 | -132 | -5.6% | -$2.68万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $45.74万 | 0.03% | 4,767 | 4,767 | — | $45.74万 | 新建仓 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $45.78万 | 0.03% | 9,202 | 9,202 | — | $45.78万 | 新建仓 |
| IJR | ISHARES TR | $45.86万 | 0.03% | 3,689 | 3,689 | — | $45.86万 | 新建仓 |
| IWS | ISHARES TR | $45.89万 | 0.03% | 3,149 | 3,149 | — | $45.89万 | 新建仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $45.91万 | 0.03% | 9,397 | 9,397 | — | $45.91万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $45.97万 | 0.03% | 90,137 | -5,448 | -5.7% | -$2.78万 | 减仓 |
| TLTE | FLEXSHARES TR | $46.29万 | 0.03% | 6,888 | 6,888 | — | $46.29万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $46.90万 | 0.03% | 10,273 | 70 | 0.7% | $3,195 | 加仓 |
| ARCC | ARES CAPITAL CORP | $46.94万 | 0.03% | 26,046 | -15,397 | -37.2% | -$27.75万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $47.27万 | 0.03% | 10,076 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $47.36万 | 0.03% | 5,466 | 5,466 | — | $47.36万 | 新建仓 |
| SNPS | SYNOPSYS INC | $47.42万 | 0.03% | 1,196 | -1,016 | -45.9% | -$40.28万 | 减仓 |
| VGT | VANGUARD WORLD FD | $47.45万 | 0.03% | 680 | 90 | 15.3% | $6.28万 | 加仓 |
| FDX | FEDEX CORP | $47.75万 | 0.03% | 1,341 | -74 | -5.2% | -$2.64万 | 减仓 |
| UMBF | UMB FINL CORP | $48.16万 | 0.03% | 4,270 | -195 | -4.4% | -$2.20万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $48.90万 | 0.03% | 1,751 | 254 | 17.0% | $7.09万 | 加仓 |
| SBUX | STARBUCKS CORP | $49.60万 | 0.03% | 5,536 | 1,238 | 28.8% | $11.09万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $49.75万 | 0.03% | 10,502 | -128 | -1.2% | -$6,063 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $49.79万 | 0.03% | 18,712 | -41 | -0.2% | -$1,091 | 减仓 |
| MO | ALTRIA GROUP INC | $50.27万 | 0.03% | 7,619 | 694 | 10.0% | $4.58万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $50.43万 | 0.03% | 9,457 | -129 | -1.3% | -$6,880 | 减仓 |
| — | PGIM ROCK ETF TR | $50.64万 | 0.03% | 15,981 | -2,255 | -12.4% | -$7.15万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $50.66万 | 0.03% | 21,726 | -1,023 | -4.5% | -$2.39万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $51.15万 | 0.03% | 8,874 | 4,549 | 105.2% | $26.22万 | 加仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $51.20万 | 0.03% | 8,570 | -5,469 | -39.0% | -$32.67万 | 减仓 |
| HDV | ISHARES TR | $51.23万 | 0.03% | 3,775 | 3,775 | — | $51.23万 | 新建仓 |
| EMXC | ISHARES INC | $51.78万 | 0.03% | 6,583 | -1,146 | -14.8% | -$9.01万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $52.89万 | 0.03% | 1,142 | -522 | -31.4% | -$24.18万 | 减仓 |
| — | HONEYWELL INTL INC | $54.11万 | 0.03% | 2,394 | 34 | 1.4% | $7,684 | 加仓 |
| MDYV | SPDR SERIES TRUST | $54.25万 | 0.03% | 6,371 | 6,371 | — | $54.25万 | 新建仓 |
| IQDF | FLEXSHARES TR | $54.40万 | 0.03% | 17,177 | 9,064 | 111.7% | $28.71万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $55.37万 | 0.03% | 5,156 | 252 | 5.1% | $2.71万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $55.50万 | 0.03% | 16,845 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $56.34万 | 0.03% | 3,444 | 625 | 22.2% | $10.22万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $56.93万 | 0.03% | 7,109 | 100 | 1.4% | $8,008 | 加仓 |
| NOW | SERVICENOW INC | $57.45万 | 0.03% | 5,495 | 961 | 21.2% | $10.05万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $58.03万 | 0.03% | 11,530 | -460 | -3.8% | -$2.32万 | 减仓 |
| STIP | ISHARES TR | $59.28万 | 0.03% | 5,732 | 5,732 | — | $59.28万 | 新建仓 |
| REET | ISHARES TR | $60.02万 | 0.03% | 23,864 | -179 | -0.7% | -$4,502 | 减仓 |
| IWD | ISHARES TR | $60.73万 | 0.03% | 2,842 | 2,842 | — | $60.73万 | 新建仓 |