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 |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | $28.99万 | 0.01% | 3,839 | -843 | -18.0% | -$6.36万 | 减仓 |
| IXN | ISHARES TR | $29.61万 | 0.01% | 2,050 | 1 | 0.0% | $144 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $29.74万 | 0.01% | 4,658 | 2 | 0.0% | $128 | 加仓 |
| SHOP | SHOPIFY INC | $29.86万 | 0.01% | 2,615 | -318 | -10.8% | -$3.63万 | 减仓 |
| RY | ROYAL BK CDA | $29.91万 | 0.01% | 1,445 | 99 | 7.4% | $2.05万 | 加仓 |
| GLW | CORNING INC | $29.96万 | 0.01% | 1,173 | 1,173 | — | $29.96万 | 新建仓 |
| CMC | COMMERCIAL METALS CO | $30.12万 | 0.01% | 4,800 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $30.34万 | 0.02% | 5,023 | 192 | 4.0% | $1.16万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $30.76万 | 0.02% | 1,947 | 7 | 0.4% | $1,106 | 加仓 |
| CAG | CONAGRA BRANDS INC | $31.01万 | 0.02% | 23,038 | 11,789 | 104.8% | $15.87万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $31.63万 | 0.02% | 7,658 | -1,800 | -19.0% | -$7.43万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $31.82万 | 0.02% | 4,335 | 193 | 4.7% | $1.42万 | 重新持有 |
| XSVN | BONDBLOXX ETF TRUST | $32.05万 | 0.02% | 6,781 | -270 | -3.8% | -$1.28万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $32.16万 | 0.02% | 8,934 | 294 | 3.4% | $1.06万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $32.17万 | 0.02% | 10,299 | 310 | 3.1% | $9,684 | 加仓 |
| XAR | SPDR SERIES TRUST | $32.24万 | 0.02% | 1,136 | -15 | -1.3% | -$4,257 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $32.32万 | 0.02% | 13,187 | -17 | -0.1% | -$417 | 减仓 |
| ALL | ALLSTATE CORP | $32.36万 | 0.02% | 1,360 | 166 | 13.9% | $3.95万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $32.59万 | 0.02% | 463 | -86 | -15.7% | -$6.05万 | 减仓 |
| GUNR | FLEXSHARES TR | $32.73万 | 0.02% | 6,642 | 867 | 15.0% | $4.27万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $32.74万 | 0.02% | 713 | 95 | 15.4% | $4.36万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $32.90万 | 0.02% | 1,434 | 50 | 3.6% | $1.15万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $33.19万 | 0.02% | 7,272 | 0 | 0.0% | — | 不变 |
| HYD | VANECK ETF TRUST | $33.58万 | 0.02% | 6,519 | 696 | 12.0% | $3.58万 | 加仓 |
| KKR | KKR & CO INC | $34.91万 | 0.02% | 3,804 | 1,586 | 71.5% | $14.56万 | 加仓 |
| FLEX | FLEX LTD | $35.59万 | 0.02% | 2,196 | 2,196 | — | $35.59万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $36.01万 | 0.02% | 356 | 52 | 17.1% | $5.26万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $36.19万 | 0.02% | 375 | 375 | — | $36.19万 | 新建仓 |
| DHR | DANAHER CORP DEL | $36.22万 | 0.02% | 1,902 | -123 | -6.1% | -$2.34万 | 减仓 |
| WM | WASTE MGMT INC DEL | $36.86万 | 0.02% | 1,654 | 121 | 7.9% | $2.70万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $37.02万 | 0.02% | 4,567 | 1 | 0.0% | $81 | 加仓 |
| MPC | MARATHON PETE CORP | $37.04万 | 0.02% | 1,449 | 102 | 7.6% | $2.61万 | 加仓 |
| GM | GENERAL MTRS CO | $37.25万 | 0.02% | 4,833 | 122 | 2.6% | $9,404 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $37.34万 | 0.02% | 16,495 | 257 | 1.6% | $5,818 | 加仓 |
| CINF | CINCINNATI FINL CORP | $37.56万 | 0.02% | 2,029 | 134 | 7.1% | $2.48万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $37.81万 | 0.02% | 824 | 21 | 2.6% | $9,636 | 加仓 |
| VLUE | ISHARES TR | $37.89万 | 0.02% | 1,897 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $37.99万 | 0.02% | 2,051 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $38.37万 | 0.02% | 6,653 | -1,945 | -22.6% | -$11.22万 | 减仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $38.90万 | 0.02% | 3,971 | -23 | -0.6% | -$2,253 | 减仓 |
| CIEN | CIENA CORP | $38.90万 | 0.02% | 793 | -44 | -5.3% | -$2.16万 | 减仓 |
| VLO | VALERO ENERGY CORP | $39.82万 | 0.02% | 1,529 | 65 | 4.4% | $1.69万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $40.18万 | 0.02% | 4,798 | -39 | -0.8% | -$3,266 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $40.51万 | 0.02% | 3,007 | -2,436 | -44.8% | -$32.82万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $40.98万 | 0.02% | 2,478 | -57 | -2.2% | -$9,427 | 减仓 |
| IJAN | INNOVATOR ETFS TRUST | $41.40万 | 0.02% | 10,872 | 305 | 2.9% | $1.16万 | 加仓 |
| ECHO | ECHOSTAR CORP | $41.50万 | 0.02% | 4,089 | 4,089 | — | $41.50万 | 新建仓 |
| BKE | BUCKLE INC | $41.65万 | 0.02% | 9,869 | -3,583 | -26.6% | -$15.12万 | 减仓 |
| CSHI | NEOS ETF TRUST | $41.65万 | 0.02% | 8,362 | 8,362 | — | $41.65万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $41.81万 | 0.02% | 1,708 | 3 | 0.2% | $734 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $41.98万 | 0.02% | 1,241 | -695 | -35.9% | -$23.51万 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $42.17万 | 0.02% | 11,401 | 368 | 3.3% | $1.36万 | 加仓 |
| C | CITIGROUP INC | $42.20万 | 0.02% | 3,015 | 326 | 12.1% | $4.56万 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $42.23万 | 0.02% | 12,715 | 270 | 2.2% | $8,967 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $42.30万 | 0.02% | 11,759 | 350 | 3.1% | $1.26万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $42.47万 | 0.02% | 3,878 | 0 | 0.0% | — | 不变 |
| TOPT | ISHARES TR | $42.54万 | 0.02% | 12,922 | 311 | 2.5% | $1.02万 | 加仓 |
| FDX | FEDEX CORP | $42.60万 | 0.02% | 1,360 | 19 | 1.4% | $5,951 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $43.29万 | 0.02% | 1,743 | -8 | -0.5% | -$1,987 | 减仓 |
| IJR | ISHARES TR | $43.71万 | 0.02% | 2,948 | -741 | -20.1% | -$10.99万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $44.20万 | 0.02% | 1,339 | 18 | 1.4% | $5,942 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $44.39万 | 0.02% | 5,469 | 488 | 9.8% | $3.96万 | 加仓 |
| MDT | MEDTRONIC PLC | $44.47万 | 0.02% | 5,684 | 218 | 4.0% | $1.71万 | 加仓 |
| SNPS | SYNOPSYS INC | $44.56万 | 0.02% | 999 | -197 | -16.5% | -$8.79万 | 减仓 |
| XFIV | BONDBLOXX ETF TRUST | $44.64万 | 0.02% | 9,171 | 48 | 0.5% | $2,337 | 加仓 |
| ETN | EATON CORP PLC | $44.91万 | 0.02% | 1,054 | -72 | -6.4% | -$3.07万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $45.71万 | 0.02% | 1,250 | -1 | -0.1% | -$366 | 减仓 |
| SLYG | SPDR SERIES TRUST | $45.88万 | 0.02% | 3,851 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $46.26万 | 0.02% | 15,898 | 15,898 | — | $46.26万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $46.31万 | 0.02% | 4,244 | -20 | -0.5% | -$2,182 | 减仓 |
| XYL | XYLEM INC | $46.60万 | 0.02% | 3,942 | 130 | 3.4% | $1.54万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $46.74万 | 0.02% | 9,257 | -1,245 | -11.9% | -$6.29万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $46.92万 | 0.02% | 25,320 | -726 | -2.8% | -$1.35万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $47.02万 | 0.02% | 4,957 | -1,414 | -22.2% | -$13.41万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $47.82万 | 0.02% | 2,960 | -3,454 | -53.9% | -$55.80万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $47.97万 | 0.02% | 6,196 | 1,827 | 41.8% | $14.15万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $48.25万 | 0.02% | 2,562 | 25 | 1.0% | $4,708 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $48.42万 | 0.02% | 18,273 | -439 | -2.3% | -$1.16万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $49.01万 | 0.02% | 12,703 | 11 | 0.1% | $424 | 加仓 |
| DDWM | WISDOMTREE TR | $49.13万 | 0.02% | 10,638 | 3,198 | 43.0% | $14.77万 | 加仓 |
| IREN | IREN LIMITED | $49.32万 | 0.02% | 10,786 | -296 | -2.7% | -$1.35万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $49.54万 | 0.02% | 5,154 | 1,110 | 27.4% | $10.67万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $49.94万 | 0.02% | 4,455 | -312 | -6.5% | -$3.50万 | 减仓 |
| F | FORD MTR CO | $50.10万 | 0.02% | 36,045 | 2,269 | 6.7% | $3.15万 | 加仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $50.18万 | 0.02% | 14,612 | 269 | 1.9% | $9,237 | 加仓 |
| TSLA | TESLA INC 看跌期权 | $50.47万 | 0.03% | 1,200 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $50.84万 | 0.03% | 3,108 | -9 | -0.3% | -$1,472 | 减仓 |
| SPHY | SPDR SERIES TRUST | $50.94万 | 0.03% | 21,731 | 5 | 0.0% | $117 | 加仓 |
| TLTE | FLEXSHARES TR | $51.27万 | 0.03% | 6,625 | -263 | -3.8% | -$2.04万 | 减仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $51.54万 | 0.03% | 8,133 | -437 | -5.1% | -$2.77万 | 减仓 |
| IWS | ISHARES TR | $52.05万 | 0.03% | 3,162 | 13 | 0.4% | $2,140 | 加仓 |
| IUSB | ISHARES TR | $52.18万 | 0.03% | 11,308 | -9,358 | -45.3% | -$43.19万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $52.19万 | 0.03% | 2,850 | 583 | 25.7% | $10.68万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $52.20万 | 0.03% | 2,331 | 88 | 3.9% | $1.97万 | 加仓 |
| IJT | ISHARES TR | $52.65万 | 0.03% | 2,948 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $52.68万 | 0.03% | 13,779 | -4 | -0.0% | -$153 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $53.86万 | 0.03% | 10,401 | 325 | 3.2% | $1.68万 | 加仓 |
| XSOE | WISDOMTREE TR | $53.89万 | 0.03% | 10,957 | -4,731 | -30.2% | -$23.27万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $54.59万 | 0.03% | 4,014 | 565 | 16.4% | $7.68万 | 加仓 |
| — | PGIM ROCK ETF TR | $54.95万 | 0.03% | 15,981 | 0 | 0.0% | — | 不变 |