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 |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE CO | $411.82万 | 0.20% | 28,084 | -3,623 | -11.4% | -$53.13万 | 减仓 |
| STXF | EA SERIES TRUST | $412.91万 | 0.21% | 85,488 | -470 | -0.5% | -$2.27万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $416.82万 | 0.21% | 54,344 | 54,344 | — | $416.82万 | 新建仓 |
| EMR | EMERSON ELEC CO | $417.70万 | 0.21% | 29,179 | -8,325 | -22.2% | -$119.17万 | 减仓 |
| ESGU | ISHARES TR | $421.35万 | 0.21% | 25,744 | -31 | -0.1% | -$5,074 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $424.79万 | 0.21% | 8,338 | -1,584 | -16.0% | -$80.70万 | 减仓 |
| MRK | MERCK & CO INC | $426.20万 | 0.21% | 33,167 | -1,826 | -5.2% | -$23.46万 | 减仓 |
| IVW | ISHARES TR | $430.44万 | 0.21% | 31,298 | -1,344 | -4.1% | -$18.48万 | 减仓 |
| HYLB | DBX ETF TR | $431.47万 | 0.21% | 118,148 | 22,834 | 24.0% | $83.39万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $437.36万 | 0.22% | 49,219 | -2,723 | -5.2% | -$24.20万 | 减仓 |
| MOAT | VANECK ETF TRUST | $447.36万 | 0.22% | 43,032 | -12,472 | -22.5% | -$129.66万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $468.12万 | 0.23% | 27,556 | 1,306 | 5.0% | $22.19万 | 加仓 |
| MSM | MSC INDL DIRECT INC | $482.93万 | 0.24% | 40,599 | -10,503 | -20.6% | -$124.93万 | 减仓 |
| AMGN | AMGEN INC | $483.71万 | 0.24% | 13,358 | -3,172 | -19.2% | -$114.86万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $495.38万 | 0.25% | 11,481 | -416 | -3.5% | -$17.95万 | 减仓 |
| AGOX | STARBOARD INVT TR | $495.91万 | 0.25% | 143,079 | -41,390 | -22.4% | -$143.46万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $515.62万 | 0.26% | 121,780 | -25,855 | -17.5% | -$109.47万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $517.87万 | 0.26% | 7,540 | 4,012 | 113.7% | $275.56万 | 加仓 |
| TXN | TEXAS INSTRS INC | $532.88万 | 0.26% | 17,878 | -2,886 | -13.9% | -$86.02万 | 减仓 |
| COWZ | PACER FDS TR | $578.00万 | 0.29% | 92,925 | -23,824 | -20.4% | -$148.19万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $581.17万 | 0.29% | 94,561 | -1,135 | -1.2% | -$6.98万 | 减仓 |
| EMLC | VANECK ETF TRUST | $583.48万 | 0.29% | 228,279 | -16,238 | -6.6% | -$41.50万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $585.14万 | 0.29% | 49,175 | -9,455 | -16.1% | -$112.51万 | 减仓 |
| — | WISDOMTREE TR | $589.09万 | 0.29% | 411,948 | -12,358 | -2.9% | -$17.67万 | 减仓 |
| HD | HOME DEPOT INC | $597.65万 | 0.30% | 16,946 | -2,963 | -14.9% | -$104.50万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $611.41万 | 0.30% | 52,405 | 1,553 | 3.1% | $18.12万 | 加仓 |
| GEV | GE VERNOVA INC | $649.77万 | 0.32% | 5,531 | 280 | 5.3% | $32.89万 | 加仓 |
| BIL | SPDR SERIES TRUST | $652.07万 | 0.32% | 71,155 | -43,511 | -37.9% | -$398.74万 | 减仓 |
| KO | COCA COLA CO | $662.35万 | 0.33% | 81,499 | -12,926 | -13.7% | -$105.05万 | 减仓 |
| NUE | NUCOR CORP | $669.41万 | 0.33% | 30,052 | -4,947 | -14.1% | -$110.19万 | 减仓 |
| ORCL | ORACLE CORP | $671.80万 | 0.33% | 45,841 | 4,984 | 12.2% | $73.04万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $673.97万 | 0.33% | 9 | -4 | -30.8% | -$299.54万 | 减仓 |
| IGRO | ISHARES TR | $678.95万 | 0.34% | 77,215 | -16,396 | -17.5% | -$144.17万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $688.66万 | 0.34% | 115,295 | 2,589 | 2.3% | $15.46万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $721.73万 | 0.36% | 245,235 | -950 | -0.4% | -$2.80万 | 减仓 |
| — | EA SERIES TRUST | $727.75万 | 0.36% | 191,968 | 2,148 | 1.1% | $8.14万 | 加仓 |
| TSLA | TESLA INC | $759.35万 | 0.38% | 18,054 | -5,445 | -23.2% | -$229.02万 | 减仓 |
| V | VISA INC | $772.52万 | 0.38% | 22,517 | -447 | -1.9% | -$15.34万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $775.10万 | 0.38% | 18,649 | -3,149 | -14.4% | -$130.88万 | 减仓 |
| — | EA SERIES TRUST | $793.33万 | 0.39% | 143,562 | 2,608 | 1.9% | $14.41万 | 加仓 |
| WTPI | WISDOMTREE TR | $794.67万 | 0.39% | 242,352 | -2,453 | -1.0% | -$8.04万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $797.79万 | 0.40% | 108,101 | -24,909 | -18.7% | -$183.83万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $800.74万 | 0.40% | 15,591 | -1,476 | -8.6% | -$75.81万 | 减仓 |
| AZN | ASTRAZENECA PLC | $807.74万 | 0.40% | 42,598 | 2,193 | 5.4% | $41.58万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $826.58万 | 0.41% | 29,394 | 8,661 | 41.8% | $243.55万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $842.85万 | 0.42% | 39,613 | -3,035 | -7.1% | -$64.58万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $872.75万 | 0.43% | 11,687 | -734 | -5.9% | -$54.81万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $958.49万 | 0.48% | 29,282 | -885 | -2.9% | -$28.97万 | 减仓 |
| CLOI | VANECK ETF TRUST | $969.56万 | 0.48% | 183,109 | -17,710 | -8.8% | -$93.77万 | 减仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $1,006.89万 | 0.50% | 300,206 | -71,710 | -19.3% | -$240.52万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,094.84万 | 0.54% | 18,847 | 3,371 | 21.8% | $195.82万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,129.30万 | 0.56% | 12,072 | -1,763 | -12.7% | -$164.92万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,134.24万 | 0.56% | 310,495 | -67,795 | -17.9% | -$247.66万 | 减仓 |
| QHY | WISDOMTREE TR | $1,136.36万 | 0.56% | 248,058 | 18,748 | 8.2% | $85.89万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,152.33万 | 0.57% | 9,983 | -2,378 | -19.2% | -$274.49万 | 减仓 |
| BOXX | EA SERIES TRUST | $1,174.59万 | 0.58% | 100,315 | -9,365 | -8.5% | -$109.65万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,196.29万 | 0.59% | 72,170 | -6,209 | -7.9% | -$102.92万 | 减仓 |
| ABBV | ABBVIE INC | $1,198.72万 | 0.60% | 47,636 | -7,514 | -13.6% | -$189.08万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,205.72万 | 0.60% | 380,233 | 212,564 | 126.8% | $674.04万 | 加仓 |
| LLY | ELI LILLY & CO | $1,292.83万 | 0.64% | 10,779 | 112 | 1.0% | $13.43万 | 加仓 |
| CAT | CATERPILLAR INC | $1,294.12万 | 0.64% | 12,152 | -1,618 | -11.8% | -$172.31万 | 减仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $1,311.48万 | 0.65% | 260,215 | 63,057 | 32.0% | $317.81万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1,322.35万 | 0.66% | 195,672 | -6,092 | -3.0% | -$41.17万 | 减仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $1,340.16万 | 0.67% | 273,112 | -13,671 | -4.8% | -$67.08万 | 减仓 |
| AVGO | BROADCOM INC | $1,353.03万 | 0.67% | 35,818 | 2,230 | 6.6% | $84.24万 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $1,366.14万 | 0.68% | 677,311 | -41,302 | -5.7% | -$83.31万 | 减仓 |
| — | EXXON MOBIL CORP | $1,398.62万 | 0.69% | 102,298 | -2,835 | -2.7% | -$38.76万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,405.29万 | 0.70% | 55,333 | -4,637 | -7.7% | -$117.77万 | 减仓 |
| INTC | INTEL CORP | $1,425.18万 | 0.71% | 102,069 | 1,122 | 1.1% | $15.67万 | 加仓 |
| VMI | VALMONT INDS INC | $1,427.62万 | 0.71% | 24,716 | 75 | 0.3% | $4.33万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $1,429.79万 | 0.71% | 17,990 | -3,252 | -15.3% | -$258.46万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,435.51万 | 0.71% | 19,855 | 928 | 4.9% | $67.09万 | 加仓 |
| WMT | WALMART INC | $1,552.46万 | 0.77% | 137,070 | -10,676 | -7.2% | -$120.92万 | 减仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $1,724.72万 | 0.86% | 242,169 | -96,173 | -28.4% | -$684.94万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $1,751.03万 | 0.87% | 224,405 | 27,349 | 13.9% | $213.40万 | 加仓 |
| PAAA | PGIM ETF TR | $1,788.92万 | 0.89% | 348,921 | 34,872 | 11.1% | $178.79万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,979.28万 | 0.98% | 205,128 | -7,058 | -3.3% | -$68.10万 | 减仓 |
| DGRO | ISHARES TR | $2,014.11万 | 1.00% | 265,749 | 85,797 | 47.7% | $650.26万 | 加仓 |
| AMZN | AMAZON COM INC | $2,058.02万 | 1.02% | 86,348 | 5,489 | 6.8% | $130.83万 | 加仓 |
| AGGY | WISDOMTREE TR | $2,120.43万 | 1.05% | 487,680 | -19,945 | -3.9% | -$86.72万 | 减仓 |
| IEFA | ISHARES TR | $2,198.82万 | 1.09% | 227,669 | 36,287 | 19.0% | $350.46万 | 加仓 |
| META | META PLATFORMS INC | $2,307.87万 | 1.15% | 40,971 | -983 | -2.3% | -$55.37万 | 减仓 |
| IVE | ISHARES TR | $2,381.80万 | 1.18% | 104,898 | 2,039 | 2.0% | $46.30万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,431.73万 | 1.21% | 48,597 | -3,276 | -6.3% | -$163.93万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $2,526.67万 | 1.25% | 990,074 | 42,056 | 4.4% | $107.33万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $2,622.25万 | 1.30% | 265,976 | 22,454 | 9.2% | $221.37万 | 加仓 |
| MINT | PIMCO ETF TR | $2,628.20万 | 1.31% | 260,708 | 212,038 | 435.7% | $2,137.56万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2,729.71万 | 1.36% | 581,531 | 174,635 | 42.9% | $819.74万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,829.08万 | 1.40% | 1,021,329 | 1,882 | 0.2% | $5.21万 | 加仓 |
| GOOG | ALPHABET INC | $2,842.67万 | 1.41% | 80,454 | -9,351 | -10.4% | -$330.40万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $3,025.00万 | 1.50% | 380,934 | 55,039 | 16.9% | $437.06万 | 加仓 |
| AGG | ISHARES TR | $3,028.57万 | 1.50% | 305,978 | 74,304 | 32.1% | $735.46万 | 加仓 |
| GOOGL | ALPHABET INC | $3,175.54万 | 1.58% | 88,859 | -4,054 | -4.4% | -$144.88万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,381.12万 | 1.68% | 90,642 | 9,551 | 11.8% | $356.27万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $3,600.40万 | 1.79% | 436,465 | 72,116 | 19.8% | $594.88万 | 加仓 |
| EPS | WISDOMTREE TR | $4,016.97万 | 1.99% | 516,386 | 57,249 | 12.5% | $445.34万 | 加仓 |
| IEMG | ISHARES INC | $4,773.48万 | 2.37% | 576,229 | 44,737 | 8.4% | $370.60万 | 加仓 |
| — | EA SERIES TRUST | $5,144.76万 | 2.55% | 944,860 | -101,241 | -9.7% | -$551.26万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,252.05万 | 2.61% | 262,484 | -13,222 | -4.8% | -$264.56万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $5,634.53万 | 2.80% | 152,268 | -4,006 | -2.6% | -$148.24万 | 减仓 |