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 |
|---|---|---|---|---|---|---|---|---|
| BJAN | INNOVATOR ETFS TRUST | $55.15万 | 0.03% | 9,368 | -89 | -0.9% | -$5,239 | 减仓 |
| USO | UNITED STS OIL FD LP | $55.88万 | 0.03% | 5,250 | 5,250 | — | $55.88万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $56.25万 | 0.03% | 4,706 | -734 | -13.5% | -$8.77万 | 减仓 |
| XHLF | BONDBLOXX ETF TRUST | $56.93万 | 0.03% | 11,319 | -211 | -1.8% | -$1.06万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $57.23万 | 0.03% | 1,692 | -5,204 | -75.5% | -$176.03万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $57.25万 | 0.03% | 8,418 | -3,779 | -31.0% | -$25.70万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $57.83万 | 0.03% | 3,016 | -428 | -12.4% | -$8.21万 | 减仓 |
| HYGV | FLEXSHARES TR | $58.39万 | 0.03% | 14,503 | 3,836 | 36.0% | $15.44万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $58.69万 | 0.03% | 5,156 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $58.82万 | 0.03% | 1,126 | -16 | -1.4% | -$8,358 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $59.03万 | 0.03% | 10,452 | -391 | -3.6% | -$2.21万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $59.13万 | 0.03% | 11,734 | 1,461 | 14.2% | $7.36万 | 加仓 |
| AOS | SMITH A O CORP | $59.22万 | 0.03% | 9,442 | -4,172 | -30.6% | -$26.17万 | 减仓 |
| UMBF | UMB FINL CORP | $59.30万 | 0.03% | 4,154 | -116 | -2.7% | -$1.66万 | 减仓 |
| MO | ALTRIA GROUP INC | $59.76万 | 0.03% | 8,306 | 687 | 9.0% | $4.94万 | 加仓 |
| IJH | ISHARES TR | $60.93万 | 0.03% | 7,902 | -3,503 | -30.7% | -$27.01万 | 减仓 |
| STIP | ISHARES TR | $61.24万 | 0.03% | 5,994 | 262 | 4.6% | $2.68万 | 加仓 |
| EMXC | ISHARES INC | $61.46万 | 0.03% | 6,008 | -575 | -8.7% | -$5.88万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $61.63万 | 0.03% | 16,996 | 151 | 0.9% | $5,475 | 加仓 |
| HDV | ISHARES TR | $61.65万 | 0.03% | 22,491 | 3,616 | 19.2% | $9.91万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $61.91万 | 0.03% | 10,745 | 250 | 2.4% | $1.44万 | 加仓 |
| SBUX | STARBUCKS CORP | $63.43万 | 0.03% | 6,207 | 671 | 12.1% | $6.86万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $63.83万 | 0.03% | 1,253 | 67 | 5.6% | $3.41万 | 加仓 |
| INOD | INNODATA INC | $64.63万 | 0.03% | 8,551 | -106 | -1.2% | -$8,011 | 减仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $65.72万 | 0.03% | 8,417 | -41 | -0.5% | -$3,201 | 减仓 |
| ABT | ABBOTT LABORATORIES | $66.04万 | 0.03% | 7,278 | -26,820 | -78.7% | -$243.36万 | 减仓 |
| REET | ISHARES TR | $66.21万 | 0.03% | 23,970 | 106 | 0.4% | $2,928 | 加仓 |
| DNL | WISDOMTREE TR | $67.06万 | 0.03% | 14,521 | -528 | -3.5% | -$2.44万 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $67.20万 | 0.03% | 17,883 | 3,466 | 24.0% | $13.03万 | 加仓 |
| ZLAB | ZAI LAB LTD | $69.85万 | 0.03% | 36,761 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $69.98万 | 0.03% | 5,115 | 26 | 0.5% | $3,557 | 加仓 |
| IWD | ISHARES TR | $70.55万 | 0.04% | 2,910 | 68 | 2.4% | $1.65万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $70.64万 | 0.04% | 5,581 | 347 | 6.6% | $4.39万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $71.92万 | 0.04% | 7,951 | 842 | 11.8% | $7.62万 | 加仓 |
| TJX | TJX COS INC NEW | $72.26万 | 0.04% | 4,769 | 296 | 6.6% | $4.48万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $72.28万 | 0.04% | 5,167 | -149 | -2.8% | -$2.08万 | 减仓 |
| NTSI | WISDOMTREE TR | $72.62万 | 0.04% | 15,584 | -4,396 | -22.0% | -$20.49万 | 减仓 |
| SQQQ | PROSHARES TR | $72.80万 | 0.04% | 20,050 | 11,000 | 121.5% | $39.94万 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $73.20万 | 0.04% | 12,483 | 3,086 | 32.8% | $18.10万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $73.29万 | 0.04% | 22,017 | -10,850 | -33.0% | -$36.12万 | 减仓 |
| BA | BOEING CO | $73.79万 | 0.04% | 3,409 | 159 | 4.9% | $3.44万 | 加仓 |
| SUSL | ISHARES TR | $76.46万 | 0.04% | 5,759 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $77.00万 | 0.04% | 10,807 | 588 | 5.8% | $4.19万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $77.30万 | 0.04% | 2,551 | -53 | -2.0% | -$1.61万 | 减仓 |
| DE | DEERE & CO | $78.12万 | 0.04% | 1,231 | 82 | 7.1% | $5.20万 | 加仓 |
| NTSX | WISDOMTREE TR | $79.11万 | 0.04% | 13,397 | -1,410 | -9.5% | -$8.33万 | 减仓 |
| SCUS | SCHWAB STRATEGIC TR | $80.62万 | 0.04% | 32,022 | 6,760 | 26.8% | $17.02万 | 加仓 |
| VLTO | VERALTO CORP | $80.85万 | 0.04% | 9,117 | -3,125 | -25.5% | -$27.71万 | 减仓 |
| OSCR | OSCAR HEALTH INC | $81.92万 | 0.04% | 28,723 | 5,109 | 21.6% | $14.57万 | 加仓 |
| PULS | PGIM ETF TR | $82.29万 | 0.04% | 16,607 | 3,269 | 24.5% | $16.20万 | 加仓 |
| CVNA | CARVANA CO | $83.48万 | 0.04% | 12,683 | 768 | 6.4% | $5.05万 | 加仓 |
| GLD | SPDR GOLD TR 看跌期权 | $84.73万 | 0.04% | 2,300 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $84.79万 | 0.04% | 8,540 | 3,045 | 55.4% | $30.23万 | 加仓 |
| IEV | ISHARES TR | $84.79万 | 0.04% | 11,639 | -130 | -1.1% | -$9,470 | 减仓 |
| WPC | WP CAREY INC | $85.10万 | 0.04% | 11,903 | 126 | 1.1% | $9,009 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $85.48万 | 0.04% | 12,472 | -413 | -3.2% | -$2.83万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $86.41万 | 0.04% | 6,926 | 6,926 | — | $86.41万 | 新建仓 |
| NKE | NIKE INC | $87.34万 | 0.04% | 21,277 | -2,863 | -11.9% | -$11.75万 | 减仓 |
| USMV | ISHARES TR | $88.18万 | 0.04% | 9,142 | -53 | -0.6% | -$5,112 | 减仓 |
| MKL | MARKEL GROUP INC | $88.28万 | 0.04% | 452 | 9 | 2.0% | $1.76万 | 加仓 |
| QDF | FLEXSHARES TR | $88.64万 | 0.04% | 9,858 | 1,446 | 17.2% | $13.00万 | 加仓 |
| SGVT | SCHWAB STRATEGIC TR | $89.38万 | 0.04% | 8,872 | -2,295 | -20.6% | -$23.12万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $92.25万 | 0.05% | 4,233 | -66 | -1.5% | -$1.44万 | 减仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $92.50万 | 0.05% | 22,109 | -328 | -1.5% | -$1.37万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $95.19万 | 0.05% | 26,348 | 450 | 1.7% | $1.63万 | 加仓 |
| WFC | WELLS FARGO & CO | $95.29万 | 0.05% | 11,531 | 210 | 1.9% | $1.74万 | 加仓 |
| TLTD | FLEXSHARES TR | $96.41万 | 0.05% | 9,830 | -544 | -5.2% | -$5.34万 | 减仓 |
| IQDF | FLEXSHARES TR | $97.06万 | 0.05% | 28,084 | 10,907 | 63.5% | $37.69万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $97.15万 | 0.05% | 7,604 | -1,870 | -19.7% | -$23.89万 | 减仓 |
| REGL | PROSHARES TR | $98.19万 | 0.05% | 10,723 | 175 | 1.7% | $1.60万 | 加仓 |
| DON | WISDOMTREE TR | $98.53万 | 0.05% | 17,433 | 5,089 | 41.2% | $28.76万 | 加仓 |
| EFV | ISHARES TR | $99.82万 | 0.05% | 13,040 | -2,171 | -14.3% | -$16.62万 | 减仓 |
| IWO | ISHARES TR | $100.30万 | 0.05% | 2,546 | 7 | 0.3% | $2,758 | 加仓 |
| IWP | ISHARES TR | $102.29万 | 0.05% | 6,986 | -531 | -7.1% | -$7.77万 | 减仓 |
| TBT | PROSHARES TR | $104.82万 | 0.05% | 30,000 | 30,000 | — | $104.82万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $106.28万 | 0.05% | 5,875 | 35 | 0.6% | $6,332 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $106.65万 | 0.05% | 7,926 | 1,967 | 33.0% | $26.47万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $108.41万 | 0.05% | 17,310 | 3,178 | 22.5% | $19.90万 | 加仓 |
| ITOT | ISHARES TR | $109.16万 | 0.05% | 6,645 | 12 | 0.2% | $1,971 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $112.12万 | 0.06% | 8,061 | -2,732 | -25.3% | -$38.00万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $112.75万 | 0.06% | 22,258 | 1,258 | 6.0% | $6.37万 | 加仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $115.75万 | 0.06% | 35,892 | -88,386 | -71.1% | -$285.04万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $116.69万 | 0.06% | 17,272 | 6 | 0.0% | $405 | 加仓 |
| VV | VANGUARD INDEX FDS | $116.78万 | 0.06% | 3,396 | 94 | 2.8% | $3.23万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $117.17万 | 0.06% | 4,103 | 880 | 27.3% | $25.13万 | 加仓 |
| SPGI | S&P GLOBAL INC | $117.77万 | 0.06% | 2,892 | -678 | -19.0% | -$27.61万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $118.07万 | 0.06% | 25,441 | 967 | 4.0% | $4.49万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $118.18万 | 0.06% | 28,004 | 924 | 3.4% | $3.90万 | 加仓 |
| IWM | ISHARES TR | $118.85万 | 0.06% | 3,956 | -89 | -2.2% | -$2.67万 | 减仓 |
| ADBE | ADOBE INC | $119.10万 | 0.06% | 5,809 | 307 | 5.6% | $6.29万 | 加仓 |
| LOW | LOWES COS INC | $123.71万 | 0.06% | 5,611 | -3,606 | -39.1% | -$79.51万 | 减仓 |
| TILT | FLEXSHARES TR | $124.40万 | 0.06% | 4,506 | -33 | -0.7% | -$9,110 | 减仓 |
| NOBL | PROSHARES TR | $125.03万 | 0.06% | 22,262 | -470 | -2.1% | -$2.64万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $126.28万 | 0.06% | 23,372 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $128.90万 | 0.06% | 22,362 | -687 | -3.0% | -$3.96万 | 减仓 |
| QLC | FLEXSHARES TR | $128.98万 | 0.06% | 14,352 | 228 | 1.6% | $2.05万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $129.17万 | 0.06% | 14,995 | -197 | -1.3% | -$1.70万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $130.04万 | 0.06% | 56,183 | 515 | 0.9% | $1.19万 | 加仓 |
| OEF | ISHARES TR | $131.32万 | 0.07% | 3,589 | -236 | -6.2% | -$8.64万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $132.52万 | 0.07% | 14,749 | 3,023 | 25.8% | $27.16万 | 加仓 |