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 |
|---|---|---|---|---|---|---|---|---|
| TMUS | T-MOBILE US INC | $391.25万 | 0.22% | 18,628 | 5,939 | 46.8% | $124.74万 | 加仓 |
| GGG | GRACO INC | $386.20万 | 0.22% | 45,623 | -23,305 | -33.8% | -$197.27万 | 减仓 |
| ALB | ALBEMARLE CORP | $376.54万 | 0.21% | 20,974 | -12,067 | -36.5% | -$216.64万 | 减仓 |
| O | REALTY INCOME CORP | $372.81万 | 0.21% | 60,936 | -32,111 | -34.5% | -$196.46万 | 减仓 |
| IVW | ISHARES TR | $369.21万 | 0.21% | 32,642 | 4,064 | 14.2% | $45.97万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $367.60万 | 0.20% | 80,756 | -15,666 | -16.2% | -$71.31万 | 减仓 |
| TSN | TYSON FOODS INC | $367.23万 | 0.20% | 57,318 | -31,960 | -35.8% | -$204.77万 | 减仓 |
| ESGU | ISHARES TR | $364.51万 | 0.20% | 25,775 | 21 | 0.1% | $2,970 | 加仓 |
| STXF | EA SERIES TRUST | $360.77万 | 0.20% | 85,958 | 85,958 | — | $360.77万 | 新建仓 |
| BTAL | AGF INVTS TR | $356.66万 | 0.20% | 255,488 | 174,506 | 215.5% | $243.61万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $350.08万 | 0.20% | 34,098 | 10,385 | 43.8% | $106.62万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $349.06万 | 0.19% | 25,464 | -14,678 | -36.6% | -$201.21万 | 减仓 |
| — | GLOBAL X FDS | $348.74万 | 0.19% | 126,631 | 126,631 | — | $348.74万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $347.52万 | 0.19% | 7,070 | -2,107 | -23.0% | -$103.57万 | 减仓 |
| HYLB | DBX ETF TR | $344.66万 | 0.19% | 95,314 | 22,361 | 30.7% | $80.86万 | 加仓 |
| TRUT | VANECK ETF TRUST | $337.29万 | 0.19% | 140,954 | 140,954 | — | $337.29万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $322.30万 | 0.18% | 26,250 | -400 | -1.5% | -$4.91万 | 减仓 |
| MBSF | VALUED ADVISERS TR | $315.82万 | 0.18% | 123,803 | -249,729 | -66.9% | -$637.06万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $314.83万 | 0.18% | 15,476 | 9,319 | 151.4% | $189.58万 | 加仓 |
| — | EA SERIES TRUST | $310.01万 | 0.17% | 92,929 | 92,929 | — | $310.01万 | 新建仓 |
| BX | BLACKSTONE INC | $303.23万 | 0.17% | 26,370 | 1,229 | 4.9% | $14.13万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $298.21万 | 0.17% | 31,839 | 9,204 | 40.7% | $86.21万 | 加仓 |
| GPC | GENUINE PARTS CO | $296.00万 | 0.16% | 27,991 | -15,236 | -35.2% | -$161.12万 | 减仓 |
| UNP | UNION PAC CORP | $292.43万 | 0.16% | 12,053 | 615 | 5.4% | $14.92万 | 加仓 |
| FLTR | VANECK ETF TRUST | $291.71万 | 0.16% | 114,484 | -217,144 | -65.5% | -$553.28万 | 减仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $290.69万 | 0.16% | 124,278 | 10,070 | 8.8% | $23.55万 | 加仓 |
| T | AT&T INC | $285.18万 | 0.16% | 98,373 | 35,016 | 55.3% | $101.51万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $274.44万 | 0.15% | 19,692 | 6,198 | 45.9% | $86.38万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $271.06万 | 0.15% | 28,843 | 9,810 | 51.5% | $92.19万 | 加仓 |
| BAC | BANK AMERICA CORP | $269.81万 | 0.15% | 55,346 | 15,855 | 40.1% | $77.29万 | 加仓 |
| — | COLUMBIA ETF TR I | $264.87万 | 0.15% | 91,734 | -75,014 | -45.0% | -$216.59万 | 减仓 |
| PFFD | GLOBAL X FDS | $262.84万 | 0.15% | 142,850 | 22,018 | 18.2% | $40.51万 | 加仓 |
| RPM | RPM INTL INC | $261.91万 | 0.15% | 26,349 | -17,237 | -39.5% | -$171.33万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $255.49万 | 0.14% | 12,278 | 12,278 | — | $255.49万 | 新建仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $254.71万 | 0.14% | 119,357 | -234,424 | -66.3% | -$500.26万 | 减仓 |
| DOV | DOVER CORP | $251.60万 | 0.14% | 12,070 | -8,125 | -40.2% | -$169.36万 | 减仓 |
| IVLU | ISHARES TR | $250.70万 | 0.14% | 63,181 | -376 | -0.6% | -$1.49万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $245.79万 | 0.14% | 8,461 | -5,068 | -37.5% | -$147.23万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $245.12万 | 0.14% | 53,137 | -310 | -0.6% | -$1.43万 | 减仓 |
| IWN | ISHARES TR | $244.89万 | 0.14% | 12,917 | 3,349 | 35.0% | $63.49万 | 加仓 |
| GE | GE AEROSPACE | $244.36万 | 0.14% | 8,611 | 3,921 | 83.6% | $111.27万 | 加仓 |
| FLRT | PACER FDS TR | $243.45万 | 0.14% | 52,569 | 52,569 | — | $243.45万 | 新建仓 |
| — | EA SERIES TRUST | $236.63万 | 0.13% | 118,825 | 118,825 | — | $236.63万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $231.65万 | 0.13% | 4,014 | 1,335 | 49.8% | $77.05万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $231.13万 | 0.13% | 37,730 | 30,531 | 424.1% | $187.03万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $226.25万 | 0.13% | 4,908 | 1,315 | 36.6% | $60.62万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $224.02万 | 0.12% | 41,067 | 114 | 0.3% | $6,219 | 加仓 |
| LOW | LOWES COS INC | $217.78万 | 0.12% | 9,217 | 885 | 10.6% | $20.91万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $210.82万 | 0.12% | 3,528 | 1,315 | 59.4% | $78.58万 | 加仓 |
| DTH | WISDOMTREE TR | $209.05万 | 0.12% | 38,649 | -723 | -1.8% | -$3.91万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $208.59万 | 0.12% | 6,896 | 3,119 | 82.6% | $94.34万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $204.17万 | 0.11% | 25,824 | 505 | 2.0% | $3.99万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $202.20万 | 0.11% | 52,061 | -9,099 | -14.9% | -$35.34万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $201.40万 | 0.11% | 35,596 | 27,213 | 324.6% | $153.97万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $200.51万 | 0.11% | 43,523 | 14,800 | 51.5% | $68.18万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $200.10万 | 0.11% | 15,057 | 4,415 | 41.5% | $58.67万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $199.95万 | 0.11% | 7,046 | -3,831 | -35.2% | -$108.71万 | 减仓 |
| GLD | SPDR GOLD TR | $199.91万 | 0.11% | 4,646 | 61 | 1.3% | $2.62万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $195.26万 | 0.11% | 11,897 | 1,447 | 13.8% | $23.75万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $192.88万 | 0.11% | 7,697 | -677 | -8.1% | -$16.97万 | 减仓 |
| DEM | WISDOMTREE TR | $189.82万 | 0.11% | 38,200 | 3,694 | 10.7% | $18.36万 | 加仓 |
| PFE | PFIZER INC | $187.84万 | 0.10% | 66,894 | 1,122 | 1.7% | $3.15万 | 加仓 |
| QUAL | ISHARES TR | $183.45万 | 0.10% | 9,564 | -592 | -5.8% | -$11.36万 | 减仓 |
| TLT | ISHARES TR | $177.84万 | 0.10% | 20,514 | -1,897 | -8.5% | -$16.45万 | 减仓 |
| BRO | BROWN & BROWN INC | $177.05万 | 0.10% | 27,151 | -19,449 | -41.7% | -$126.83万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $176.62万 | 0.10% | 4,524 | 2,086 | 85.6% | $81.44万 | 加仓 |
| EFG | ISHARES TR | $176.05万 | 0.10% | 15,808 | -1,038 | -6.2% | -$11.56万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $175.55万 | 0.10% | 24,406 | 697 | 2.9% | $5.01万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $174.52万 | 0.10% | 33,079 | 3,768 | 12.9% | $19.88万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $172.50万 | 0.10% | 29,223 | 1,844 | 6.7% | $10.89万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $170.92万 | 0.10% | 24,241 | -1,681 | -6.5% | -$11.85万 | 减仓 |
| DGRW | WISDOMTREE TR | $169.70万 | 0.09% | 19,319 | -5,505 | -22.2% | -$48.36万 | 减仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $168.50万 | 0.09% | 404,071 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $164.43万 | 0.09% | 7,696 | 3,218 | 71.9% | $68.76万 | 加仓 |
| IWF | ISHARES TR | $162.25万 | 0.09% | 3,805 | 3,805 | — | $162.25万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $161.90万 | 0.09% | 10,793 | -5,722 | -34.6% | -$85.83万 | 减仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $158.17万 | 0.09% | 40,862 | -4,545 | -10.0% | -$17.59万 | 减仓 |
| UMAR | INNOVATOR ETFS TRUST | $157.28万 | 0.09% | 39,578 | -4,400 | -10.0% | -$17.49万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $152.08万 | 0.08% | 19,722 | 15,077 | 324.6% | $116.26万 | 加仓 |
| SPGI | S&P GLOBAL INC | $151.84万 | 0.08% | 3,570 | -2,358 | -39.8% | -$100.29万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $151.75万 | 0.08% | 29,851 | 662 | 2.3% | $3.37万 | 加仓 |
| NVS | NOVARTIS AG | $146.55万 | 0.08% | 9,594 | -6,636 | -40.9% | -$101.36万 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $141.64万 | 0.08% | 29,508 | -2,527 | -7.9% | -$12.13万 | 减仓 |
| GOLF | ACUSHNET HLDGS CORP | $138.29万 | 0.08% | 14,793 | 41 | 0.3% | $3,833 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $137.11万 | 0.08% | 4,057 | 263 | 6.9% | $8.89万 | 加仓 |
| DLN | WISDOMTREE TR | $134.81万 | 0.08% | 15,092 | 7,627 | 102.2% | $68.13万 | 加仓 |
| ADBE | ADOBE INC | $133.74万 | 0.07% | 5,502 | -2,634 | -32.4% | -$64.03万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $132.85万 | 0.07% | 17,357 | 3,973 | 29.7% | $30.41万 | 加仓 |
| KLAC | KLA CORP | $132.11万 | 0.07% | 897 | 422 | 88.8% | $62.15万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $131.28万 | 0.07% | 36,927 | -5,526 | -13.0% | -$19.64万 | 减仓 |
| CMF | ISHARES TR | $131.06万 | 0.07% | 23,049 | -1,570 | -6.4% | -$8.93万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $130.06万 | 0.07% | 28,294 | 4,713 | 20.0% | $21.66万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $128.82万 | 0.07% | 55,668 | 55,668 | — | $128.82万 | 新建仓 |
| NKE | NIKE INC | $127.51万 | 0.07% | 24,140 | -17,113 | -41.5% | -$90.39万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $126.28万 | 0.07% | 32,867 | 4,254 | 14.9% | $16.34万 | 加仓 |
| IWB | ISHARES TR | $125.69万 | 0.07% | 3,525 | 1,437 | 68.8% | $51.24万 | 加仓 |
| OEF | ISHARES TR | $121.67万 | 0.07% | 3,825 | -182 | -4.5% | -$5.79万 | 减仓 |
| NOBL | PROSHARES TR | $120.49万 | 0.07% | 11,366 | 9,357 | 465.8% | $99.20万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $118.77万 | 0.07% | 47,355 | 47,355 | — | $118.77万 | 新建仓 |
| EFV | ISHARES TR | $113.09万 | 0.06% | 15,211 | -2,987 | -16.4% | -$22.21万 | 减仓 |