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 |
|---|---|---|---|---|---|---|---|---|
| SGVT | SCHWAB STRATEGIC TR | $112.47万 | 0.06% | 11,167 | -59,964 | -84.3% | -$603.96万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $111.09万 | 0.06% | 23,372 | 302 | 1.3% | $1.44万 | 加仓 |
| — | EA SERIES TRUST | $110.86万 | 0.06% | 28,368 | 28,368 | — | $110.86万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $110.59万 | 0.06% | 2,532 | 1,228 | 94.2% | $53.64万 | 加仓 |
| QLC | FLEXSHARES TR | $110.39万 | 0.06% | 14,124 | 14,124 | — | $110.39万 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC | $110.14万 | 0.06% | 78,444 | 78,444 | — | $110.14万 | 新建仓 |
| TILT | FLEXSHARES TR | $109.56万 | 0.06% | 4,539 | 4,539 | — | $109.56万 | 新建仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $108.87万 | 0.06% | 9,474 | 9,474 | — | $108.87万 | 新建仓 |
| VLTO | VERALTO CORP | $108.25万 | 0.06% | 12,242 | -3,847 | -23.9% | -$34.02万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $107.78万 | 0.06% | 27,080 | 73 | 0.3% | $2,905 | 加仓 |
| IYW | ISHARES TR | $105.66万 | 0.06% | 5,824 | -559 | -8.8% | -$10.14万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $105.51万 | 0.06% | 24,474 | 1,065 | 4.5% | $4.59万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $104.98万 | 0.06% | 21,000 | 9,560 | 83.6% | $47.79万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $102.25万 | 0.06% | 17,266 | 5,050 | 41.3% | $29.91万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $101.66万 | 0.06% | 6,341 | 2,793 | 78.7% | $44.78万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $101.29万 | 0.06% | 6,113 | 6,113 | — | $101.29万 | 新建仓 |
| CHAT | TIDAL TRUST II | $101.23万 | 0.06% | 16,367 | 16,367 | — | $101.23万 | 新建仓 |
| IWM | ISHARES TR | $100.33万 | 0.06% | 4,045 | -5,824 | -59.0% | -$144.45万 | 减仓 |
| GLD | SPDR GOLD TR 看跌期权 | $98.97万 | 0.06% | 2,300 | 2,300 | — | $98.97万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $98.67万 | 0.05% | 3,302 | 1,073 | 48.1% | $32.06万 | 加仓 |
| TLTD | FLEXSHARES TR | $97.50万 | 0.05% | 10,374 | 10,374 | — | $97.50万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $96.55万 | 0.05% | 5,840 | -1,281 | -18.0% | -$21.18万 | 减仓 |
| IWP | ISHARES TR | $96.30万 | 0.05% | 7,517 | 2,866 | 61.6% | $36.72万 | 加仓 |
| APH | AMPHENOL CORP | $96.08万 | 0.05% | 7,604 | 2,922 | 62.4% | $36.92万 | 加仓 |
| IUSB | ISHARES TR | $95.46万 | 0.05% | 20,666 | -2,976 | -12.6% | -$13.75万 | 减仓 |
| ITOT | ISHARES TR | $94.48万 | 0.05% | 6,633 | 884 | 15.4% | $12.59万 | 加仓 |
| REGL | PROSHARES TR | $91.15万 | 0.05% | 10,548 | -1,625 | -13.3% | -$14.04万 | 减仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $90.91万 | 0.05% | 22,437 | -13,823 | -38.1% | -$56.01万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $90.28万 | 0.05% | 5,968 | 5,968 | — | $90.28万 | 新建仓 |
| WFC | WELLS FARGO & CO | $90.13万 | 0.05% | 11,321 | -28 | -0.2% | -$2,229 | 减仓 |
| AOS | SMITH A O CORP | $89.77万 | 0.05% | 13,614 | -7,962 | -36.9% | -$52.50万 | 减仓 |
| NTSI | WISDOMTREE TR | $87.93万 | 0.05% | 19,980 | 961 | 5.1% | $4.23万 | 加仓 |
| USMV | ISHARES TR | $85.27万 | 0.05% | 9,195 | 4,492 | 95.5% | $41.66万 | 加仓 |
| MKL | MARKEL GROUP INC | $84.79万 | 0.05% | 443 | -25 | -5.3% | -$4.79万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $84.35万 | 0.05% | 4,299 | 1,845 | 75.2% | $36.20万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $80.92万 | 0.05% | 1,186 | -979 | -45.2% | -$66.80万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $80.37万 | 0.04% | 3,737 | -912 | -19.6% | -$19.61万 | 减仓 |
| WPC | WP CAREY INC | $80.04万 | 0.04% | 11,777 | 3,177 | 36.9% | $21.59万 | 加仓 |
| IEV | ISHARES TR | $79.96万 | 0.04% | 11,769 | -422 | -3.5% | -$2.87万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $79.77万 | 0.04% | 38,426 | 23,531 | 158.0% | $48.85万 | 加仓 |
| IWO | ISHARES TR | $79.68万 | 0.04% | 2,539 | 2,539 | — | $79.68万 | 新建仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $77.46万 | 0.04% | 12,885 | 12,885 | — | $77.46万 | 新建仓 |
| NTSX | WISDOMTREE TR | $77.22万 | 0.04% | 14,807 | -3,511 | -19.2% | -$18.31万 | 减仓 |
| IJH | ISHARES TR | $77.02万 | 0.04% | 11,405 | 6,854 | 150.6% | $46.29万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $75.31万 | 0.04% | 25,898 | -182 | -0.7% | -$5,293 | 减仓 |
| CVNA | CARVANA CO | $74.92万 | 0.04% | 2,383 | 2,383 | — | $74.92万 | 新建仓 |
| GMUB | GOLDMAN SACHS ETF TR | $73.63万 | 0.04% | 14,452 | 7,135 | 97.5% | $36.35万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $73.50万 | 0.04% | 11,726 | 11,726 | — | $73.50万 | 新建仓 |
| SQQQ | PROSHARES TR | $72.84万 | 0.04% | 9,050 | 5,000 | 123.5% | $40.25万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $71.91万 | 0.04% | 6,414 | 6,414 | — | $71.91万 | 新建仓 |
| TJX | TJX COS INC NEW | $71.44万 | 0.04% | 4,473 | 2,419 | 117.8% | $38.64万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $70.96万 | 0.04% | 12,197 | -2,521 | -17.1% | -$14.67万 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $70.94万 | 0.04% | 56,706 | -29,967 | -34.6% | -$37.49万 | 减仓 |
| BLOK | AMPLIFY ETF TR | $70.39万 | 0.04% | 14,132 | 14,132 | — | $70.39万 | 新建仓 |
| ZLAB | ZAI LAB LTD | $69.15万 | 0.04% | 36,761 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $68.53万 | 0.04% | 5,234 | 251 | 5.0% | $3.29万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $68.50万 | 0.04% | 1,936 | -1,751 | -47.5% | -$61.96万 | 减仓 |
| BKE | BUCKLE INC | $67.74万 | 0.04% | 13,452 | 1 | 0.0% | $50 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $67.05万 | 0.04% | 3,223 | 3,223 | — | $67.05万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $66.71万 | 0.04% | 5,089 | 144 | 2.9% | $1.89万 | 加仓 |
| QDF | FLEXSHARES TR | $66.53万 | 0.04% | 8,412 | 3,800 | 82.4% | $30.05万 | 加仓 |
| PULS | PGIM ETF TR | $66.02万 | 0.04% | 13,338 | 13,338 | — | $66.02万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $65.48万 | 0.04% | 10,219 | 5,838 | 133.3% | $37.41万 | 加仓 |
| SUSL | ISHARES TR | $65.42万 | 0.04% | 5,759 | -522 | -8.3% | -$5.93万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $65.17万 | 0.04% | 5,959 | 5,959 | — | $65.17万 | 新建仓 |
| DON | WISDOMTREE TR | $64.86万 | 0.04% | 12,344 | 7,525 | 156.2% | $39.54万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $64.82万 | 0.04% | 5,316 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $64.71万 | 0.04% | 1,149 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $64.68万 | 0.04% | 3,250 | 54 | 1.7% | $1.07万 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $64.31万 | 0.04% | 14,417 | 14,417 | — | $64.31万 | 新建仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $63.78万 | 0.04% | 5,443 | 0 | 0.0% | — | 不变 |
| SCUS | SCHWAB STRATEGIC TR | $63.66万 | 0.04% | 25,262 | 25,262 | — | $63.66万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $63.65万 | 0.04% | 10,495 | 377 | 3.7% | $2.29万 | 加仓 |
| XSOE | WISDOMTREE TR | $62.91万 | 0.04% | 15,688 | -2,241 | -12.5% | -$8.99万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $61.88万 | 0.03% | 2,604 | 2,604 | — | $61.88万 | 新建仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $61.84万 | 0.03% | 8,458 | 2,857 | 51.0% | $20.89万 | 加仓 |
| SGOL | ETFS GOLD TR | $61.50万 | 0.03% | 13,783 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $61.46万 | 0.03% | 10,843 | -7,489 | -40.9% | -$42.45万 | 减仓 |
| DNL | WISDOMTREE TR | $60.75万 | 0.03% | 15,049 | -8,640 | -36.5% | -$34.88万 | 减仓 |
| IWD | ISHARES TR | $60.73万 | 0.03% | 2,842 | 2,842 | — | $60.73万 | 新建仓 |
| REET | ISHARES TR | $60.02万 | 0.03% | 23,864 | -179 | -0.7% | -$4,502 | 减仓 |
| STIP | ISHARES TR | $59.28万 | 0.03% | 5,732 | 5,732 | — | $59.28万 | 新建仓 |
| XHLF | BONDBLOXX ETF TRUST | $58.03万 | 0.03% | 11,530 | -460 | -3.8% | -$2.32万 | 减仓 |
| NOW | SERVICENOW INC | $57.45万 | 0.03% | 5,495 | 961 | 21.2% | $10.05万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $56.93万 | 0.03% | 7,109 | 100 | 1.4% | $8,008 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $56.34万 | 0.03% | 3,444 | 625 | 22.2% | $10.22万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $55.50万 | 0.03% | 16,845 | 0 | 0.0% | — | 不变 |
| RPV | INVESCO EXCHANGE TRADED FD T | $55.37万 | 0.03% | 5,156 | 252 | 5.1% | $2.71万 | 加仓 |
| IQDF | FLEXSHARES TR | $54.40万 | 0.03% | 17,177 | 9,064 | 111.7% | $28.71万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $54.25万 | 0.03% | 6,371 | 6,371 | — | $54.25万 | 新建仓 |
| — | HONEYWELL INTL INC | $54.11万 | 0.03% | 2,394 | 34 | 1.4% | $7,684 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $52.89万 | 0.03% | 1,142 | -522 | -31.4% | -$24.18万 | 减仓 |
| EMXC | ISHARES INC | $51.78万 | 0.03% | 6,583 | -1,146 | -14.8% | -$9.01万 | 减仓 |
| HDV | ISHARES TR | $51.23万 | 0.03% | 3,775 | 3,775 | — | $51.23万 | 新建仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $51.20万 | 0.03% | 8,570 | -5,469 | -39.0% | -$32.67万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $51.15万 | 0.03% | 8,874 | 4,549 | 105.2% | $26.22万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $50.66万 | 0.03% | 21,726 | -1,023 | -4.5% | -$2.39万 | 减仓 |
| — | PGIM ROCK ETF TR | $50.64万 | 0.03% | 15,981 | -2,255 | -12.4% | -$7.15万 | 减仓 |
| BJAN | INNOVATOR ETFS TRUST | $50.43万 | 0.03% | 9,457 | -129 | -1.3% | -$6,880 | 减仓 |
| MO | ALTRIA GROUP INC | $50.27万 | 0.03% | 7,619 | 694 | 10.0% | $4.58万 | 加仓 |