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 |
|---|---|---|---|---|---|---|---|---|
| IYW | ISHARES TR | $133.74万 | 0.07% | 5,302 | -522 | -9.0% | -$13.17万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $134.79万 | 0.07% | 38,878 | 452 | 1.2% | $1.57万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $136.75万 | 0.07% | 53,731 | 6,376 | 13.5% | $16.23万 | 加仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $137.79万 | 0.07% | 404,071 | 0 | 0.0% | — | 不变 |
| GMUB | GOLDMAN SACHS ETF TR | $138.11万 | 0.07% | 26,848 | 12,396 | 85.8% | $63.77万 | 加仓 |
| IWB | ISHARES TR | $138.57万 | 0.07% | 3,384 | -141 | -4.0% | -$5.77万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $141.11万 | 0.07% | 35,940 | -987 | -2.7% | -$3.88万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $142.37万 | 0.07% | 29,169 | 875 | 3.1% | $4.27万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $144.11万 | 0.07% | 28,447 | -1,404 | -4.7% | -$7.11万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $144.48万 | 0.07% | 16,900 | -2,822 | -14.3% | -$24.13万 | 减仓 |
| BRO | BROWN & BROWN INC | $146.33万 | 0.07% | 22,810 | -4,341 | -16.0% | -$27.85万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $147.32万 | 0.07% | 19,669 | 15,402 | 361.0% | $115.36万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $148.76万 | 0.07% | 29,141 | -82 | -0.3% | -$4,186 | 减仓 |
| NVS | NOVARTIS AG | $150.92万 | 0.07% | 9,630 | 36 | 0.4% | $5,642 | 加仓 |
| BDEC | INNOVATOR ETFS TRUST | $151.62万 | 0.08% | 28,498 | -1,010 | -3.4% | -$5.37万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $151.99万 | 0.08% | 8,604 | 2,491 | 40.7% | $44.00万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $152.69万 | 0.08% | 16,946 | 12,636 | 293.2% | $113.85万 | 加仓 |
| UMAR | INNOVATOR ETFS TRUST | $155.77万 | 0.08% | 36,872 | -2,706 | -6.8% | -$11.43万 | 减仓 |
| — | EA SERIES TRUST | $156.40万 | 0.08% | 29,761 | 1,393 | 4.9% | $7.32万 | 加仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $157.46万 | 0.08% | 38,015 | -2,847 | -7.0% | -$11.79万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $159.67万 | 0.08% | 35,076 | 1,997 | 6.0% | $9.09万 | 加仓 |
| PFE | PFIZER INC | $160.31万 | 0.08% | 66,572 | -322 | -0.5% | -$7,754 | 减仓 |
| LNG | CHENIERE ENERGY INC | $160.85万 | 0.08% | 6,730 | -316 | -4.5% | -$7.55万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $161.33万 | 0.08% | 18,358 | 1,001 | 5.8% | $8.80万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $162.47万 | 0.08% | 84,095 | 5,651 | 7.2% | $10.92万 | 加仓 |
| PFFD | GLOBAL X FDS | $163.29万 | 0.08% | 87,368 | -55,482 | -38.8% | -$103.70万 | 减仓 |
| GLD | SPDR GOLD TR | $171.15万 | 0.08% | 4,646 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $172.51万 | 0.09% | 23,907 | -499 | -2.0% | -$3.60万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $174.75万 | 0.09% | 28,746 | -6,850 | -19.2% | -$41.64万 | 减仓 |
| DGRW | WISDOMTREE TR | $177.37万 | 0.09% | 18,550 | -769 | -4.0% | -$7.35万 | 减仓 |
| EFG | ISHARES TR | $180.27万 | 0.09% | 14,490 | -1,318 | -8.3% | -$16.40万 | 减仓 |
| IWF | ISHARES TR | $184.45万 | 0.09% | 14,854 | -366 | -2.4% | -$4.54万 | 减仓 |
| QUAL | ISHARES TR | $184.52万 | 0.09% | 8,409 | -1,155 | -12.1% | -$25.34万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $189.10万 | 0.09% | 35,605 | -2,125 | -5.6% | -$11.29万 | 减仓 |
| CHAT | TIDAL TRUST II | $189.94万 | 0.09% | 19,248 | 2,881 | 17.6% | $28.43万 | 加仓 |
| T | AT&T INC | $191.15万 | 0.09% | 92,345 | -6,028 | -6.1% | -$12.48万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $195.30万 | 0.10% | 4,911 | 3 | 0.1% | $1,193 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $201.49万 | 0.10% | 4,219 | 162 | 4.0% | $7.74万 | 加仓 |
| DLN | WISDOMTREE TR | $202.41万 | 0.10% | 21,014 | 5,922 | 39.2% | $57.04万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $202.55万 | 0.10% | 6,909 | -1,552 | -18.3% | -$45.50万 | 减仓 |
| DTH | WISDOMTREE TR | $203.06万 | 0.10% | 37,527 | -1,122 | -2.9% | -$6.07万 | 减仓 |
| UDEC | INNOVATOR ETFS TRUST | $205.07万 | 0.10% | 49,201 | -2,860 | -5.5% | -$11.92万 | 减仓 |
| BX | BLACKSTONE INC | $209.00万 | 0.10% | 17,762 | -8,608 | -32.6% | -$101.29万 | 减仓 |
| DEM | WISDOMTREE TR | $214.46万 | 0.11% | 39,870 | 1,670 | 4.4% | $8.98万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $214.97万 | 0.11% | 99,386 | -19,971 | -16.7% | -$43.20万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $217.49万 | 0.11% | 6,134 | 166 | 2.8% | $5.89万 | 加仓 |
| DOV | DOVER CORP | $220.54万 | 0.11% | 9,833 | -2,237 | -18.5% | -$50.17万 | 减仓 |
| FLTR | VANECK ETF TRUST | $225.82万 | 0.11% | 88,177 | -26,307 | -23.0% | -$67.37万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $226.55万 | 0.11% | 37,000 | -4,067 | -9.9% | -$24.90万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $228.62万 | 0.11% | 46,195 | -6,942 | -13.1% | -$34.36万 | 减仓 |
| — | EA SERIES TRUST | $230.64万 | 0.11% | 117,523 | -1,302 | -1.1% | -$2.56万 | 减仓 |
| ALB | ALBEMARLE CORP | $231.13万 | 0.11% | 17,117 | -3,857 | -18.4% | -$52.08万 | 减仓 |
| HAL | HALLIBURTON CO | $231.63万 | 0.12% | 68,227 | 68,227 | — | $231.63万 | 新建仓 |
| BAC | BANK OF AMER CORP | $233.10万 | 0.12% | 40,909 | -14,437 | -26.1% | -$82.26万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $236.78万 | 0.12% | 18,742 | -950 | -4.8% | -$12.00万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $237.60万 | 0.12% | 26,170 | 346 | 1.3% | $3.14万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $238.80万 | 0.12% | 25,881 | -2,962 | -10.3% | -$27.33万 | 减仓 |
| TSN | TYSON FOODS INC | $241.14万 | 0.12% | 42,120 | -15,198 | -26.5% | -$87.01万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $243.79万 | 0.12% | 4,863 | -2,207 | -31.2% | -$110.64万 | 减仓 |
| RPM | RPM INTL INC | $244.72万 | 0.12% | 22,017 | -4,332 | -16.4% | -$48.15万 | 减仓 |
| FLRT | PACER FDS TR | $248.26万 | 0.12% | 53,240 | 671 | 1.3% | $3.13万 | 加仓 |
| MBSF | VALUED ADVISERS TR | $252.71万 | 0.13% | 98,427 | -25,376 | -20.5% | -$65.15万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $256.69万 | 0.13% | 55,742 | 12,219 | 28.1% | $56.27万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $262.81万 | 0.13% | 7,849 | 152 | 2.0% | $5.09万 | 加仓 |
| IVLU | ISHARES TR | $264.64万 | 0.13% | 63,280 | 99 | 0.2% | $4,140 | 加仓 |
| GGG | GRACO INC | $273.49万 | 0.14% | 36,172 | -9,451 | -20.7% | -$71.46万 | 减仓 |
| TMUS | T-MOBILE US INC | $273.61万 | 0.14% | 16,313 | -2,315 | -12.4% | -$38.83万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $277.78万 | 0.14% | 16,258 | 16,258 | — | $277.78万 | 新建仓 |
| GPC | GENUINE PARTS CO | $282.85万 | 0.14% | 23,974 | -4,017 | -14.4% | -$47.39万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $285.23万 | 0.14% | 14,971 | -86 | -0.6% | -$1.64万 | 减仓 |
| KLAC | KLA CORP | $286.42万 | 0.14% | 9,493 | 523 | 5.8% | $15.78万 | 加仓 |
| — | COLUMBIA ETF TR I | $287.30万 | 0.14% | 70,799 | -20,935 | -22.8% | -$84.95万 | 减仓 |
| BTAL | AGF INVTS TR | $287.35万 | 0.14% | 257,710 | 2,222 | 0.9% | $2.48万 | 加仓 |
| IWN | ISHARES TR | $289.18万 | 0.14% | 13,073 | 156 | 1.2% | $3.45万 | 加仓 |
| CSCO | CISCO SYS INC | $290.75万 | 0.14% | 24,753 | 21,150 | 587.0% | $248.43万 | 加仓 |
| RAAX | VANECK ETF TRUST | $294.15万 | 0.15% | 74,149 | 64,276 | 651.0% | $254.98万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $304.82万 | 0.15% | 12,380 | 102 | 0.8% | $2.51万 | 加仓 |
| QQQ | INVESCO QQQ TR | $308.81万 | 0.15% | 4,194 | 180 | 4.5% | $13.25万 | 加仓 |
| QCOM | QUALCOMM INC | $311.79万 | 0.15% | 16,873 | 13,971 | 481.4% | $258.17万 | 加仓 |
| O | REALTY INCOME CORP | $312.98万 | 0.16% | 50,513 | -10,423 | -17.1% | -$64.58万 | 减仓 |
| ICOW | PACER FDS TR | $313.55万 | 0.16% | 75,319 | -20,527 | -21.4% | -$85.45万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $314.68万 | 0.16% | 10,564 | 10,564 | — | $314.68万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $317.66万 | 0.16% | 9,315 | 2,974 | 46.9% | $101.42万 | 加仓 |
| PEP | PEPSICO INC | $323.53万 | 0.16% | 23,894 | -9,301 | -28.0% | -$125.94万 | 减仓 |
| UNP | UNION PAC CORP | $329.09万 | 0.16% | 12,099 | 46 | 0.4% | $1.25万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $332.25万 | 0.16% | 21,502 | -3,962 | -15.6% | -$61.22万 | 减仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $340.97万 | 0.17% | 148,764 | -32,834 | -18.1% | -$75.26万 | 减仓 |
| GE | GE AEROSPACE | $345.57万 | 0.17% | 9,246 | 635 | 7.4% | $23.73万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $348.69万 | 0.17% | 13,133 | -4,051 | -23.6% | -$107.56万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $357.62万 | 0.18% | 31,130 | -709 | -2.2% | -$8.15万 | 减仓 |
| — | EA SERIES TRUST | $364.90万 | 0.18% | 94,033 | 1,104 | 1.2% | $4.28万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $371.39万 | 0.18% | 15,696 | 11,959 | 320.0% | $282.97万 | 加仓 |
| — | GLOBAL X FDS | $377.32万 | 0.19% | 126,659 | 28 | 0.0% | $834 | 加仓 |
| LRCX | LAM RESEARCH CORP | $378.54万 | 0.19% | 8,736 | 1,040 | 13.5% | $45.06万 | 加仓 |
| MCD | MCDONALDS CORP | $380.09万 | 0.19% | 14,061 | -1,760 | -11.1% | -$47.58万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $380.70万 | 0.19% | 79,795 | -961 | -1.2% | -$4.58万 | 减仓 |
| TDV | PROSHARES TR | $396.37万 | 0.20% | 38,127 | -9,964 | -20.7% | -$103.59万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $398.82万 | 0.20% | 5,226 | 702 | 15.5% | $53.57万 | 加仓 |
| NFLX | NETFLIX INC. | $401.06万 | 0.20% | 56,171 | 6,942 | 14.1% | $49.57万 | 加仓 |
| TRUT | VANECK ETF TRUST | $408.99万 | 0.20% | 130,281 | -10,673 | -7.6% | -$33.51万 | 减仓 |