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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | $28.73万 | 0.02% | 1,940 | 8 | 0.4% | $1,185 | 加仓 |
| CMCSA | COMCAST CORP NEW | $28.34万 | 0.02% | 9,869 | 744 | 8.2% | $2.14万 | 加仓 |
| CSCO | CISCO SYS INC | $27.95万 | 0.02% | 3,603 | 3,603 | — | $27.95万 | 新建仓 |
| PCAR | PACCAR INC | $27.86万 | 0.02% | 2,412 | 114 | 5.0% | $1.32万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $27.20万 | 0.02% | 2,535 | 2,535 | — | $27.20万 | 新建仓 |
| OSCR | OSCAR HEALTH INC | $27.09万 | 0.02% | 23,614 | -8,992 | -27.6% | -$10.31万 | 减仓 |
| VLUE | ISHARES TR | $26.98万 | 0.02% | 1,897 | 0 | 0.0% | — | 不变 |
| TDTT | FLEXSHARES TR | $26.82万 | 0.01% | 11,065 | 11,065 | — | $26.82万 | 新建仓 |
| EYLD | CAMBRIA ETF TR | $26.57万 | 0.01% | 6,415 | -3,261 | -33.7% | -$13.50万 | 减仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $26.13万 | 0.01% | 4,983 | 4,983 | — | $26.13万 | 新建仓 |
| GNMA | ISHARES TR | $25.90万 | 0.01% | 5,842 | -35 | -0.6% | -$1,552 | 减仓 |
| EMB | ISHARES TR | $25.72万 | 0.01% | 2,738 | -900 | -24.7% | -$8.45万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $25.68万 | 0.01% | 304 | -1,499 | -83.1% | -$126.65万 | 减仓 |
| NJAN | INNOVATOR ETFS TRUST | $25.64万 | 0.01% | 4,805 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $25.44万 | 0.01% | 3,244 | 3,244 | — | $25.44万 | 新建仓 |
| USB | US BANCORP | $25.13万 | 0.01% | 4,831 | 755 | 18.5% | $3.93万 | 加仓 |
| — | RBB FD INC | $25.04万 | 0.01% | 5,060 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $24.91万 | 0.01% | 1,384 | 16 | 1.2% | $2,880 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $24.81万 | 0.01% | 5,870 | 125 | 2.2% | $5,283 | 加仓 |
| ALL | ALLSTATE CORP | $24.76万 | 0.01% | 1,194 | 75 | 6.7% | $1.56万 | 加仓 |
| MAGS | LISTED FDS TR | $24.57万 | 0.01% | 4,241 | 385 | 10.0% | $2.23万 | 加仓 |
| RODM | LATTICE STRATEGIES TR | $24.38万 | 0.01% | 6,183 | -28 | -0.5% | -$1,104 | 减仓 |
| JNK | SPDR SERIES TRUST | $24.22万 | 0.01% | 2,530 | 2,530 | — | $24.22万 | 新建仓 |
| IMAX | IMAX CORP | $24.15万 | 0.01% | 6,353 | 44 | 0.7% | $1,672 | 加仓 |
| VO | VANGUARD INDEX FDS | $24.07万 | 0.01% | 838 | 838 | — | $24.07万 | 新建仓 |
| OKLO | OKLO INC | $23.62万 | 0.01% | 4,764 | 4,764 | — | $23.62万 | 新建仓 |
| — | PROSHARES TR | $23.59万 | 0.01% | 20,467 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $22.96万 | 0.01% | 1,158 | 1,158 | — | $22.96万 | 新建仓 |
| FVAL | FIDELITY COVINGTON TRUST | $22.83万 | 0.01% | 3,289 | 3,289 | — | $22.83万 | 新建仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $22.50万 | 0.01% | 4,525 | -407 | -8.3% | -$2.02万 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $22.44万 | 0.01% | 5,068 | -286 | -5.3% | -$1.27万 | 减仓 |
| — | ISHARES TR | $22.18万 | 0.01% | 4,255 | 4,255 | — | $22.18万 | 新建仓 |
| — | LAZARD ACTIVE ETF TR | $22.00万 | 0.01% | 8,524 | -663 | -7.2% | -$1.71万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $21.95万 | 0.01% | 5,249 | 0 | 0.0% | — | 不变 |
| PDEC | INNOVATOR ETFS TRUST | $21.83万 | 0.01% | 5,136 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $21.78万 | 0.01% | 1,346 | 110 | 8.9% | $1.78万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $21.76万 | 0.01% | 4,656 | 2 | 0.0% | $93 | 加仓 |
| NVR | NVR INC | $21.75万 | 0.01% | 33 | 5 | 17.9% | $3.29万 | 加仓 |
| IBDU | ISHARES TR | $21.69万 | 0.01% | 9,325 | 9,325 | — | $21.69万 | 新建仓 |
| CRWV | COREWEAVE INC | $21.48万 | 0.01% | 2,773 | 2,773 | — | $21.48万 | 新建仓 |
| DIAL | COLUMBIA ETF TR I | $21.25万 | 0.01% | 11,756 | 0 | 0.0% | — | 不变 |
| — | FUNDVANTAGE TR | $21.06万 | 0.01% | 9,275 | 9,275 | — | $21.06万 | 新建仓 |
| IJS | ISHARES TR | $21.05万 | 0.01% | 1,777 | 1,777 | — | $21.05万 | 新建仓 |
| GPRE | GREEN PLAINS INC | $20.90万 | 0.01% | 12,706 | 1,040 | 8.9% | $1.71万 | 加仓 |
| IFRA | ISHARES TR | $20.65万 | 0.01% | 3,610 | 3,610 | — | $20.65万 | 新建仓 |
| KKR | KKR & CO INC | $20.52万 | 0.01% | 2,218 | 2,218 | — | $20.52万 | 新建仓 |
| IXN | ISHARES TR | $20.49万 | 0.01% | 2,049 | 2,049 | — | $20.49万 | 新建仓 |
| EEM | ISHARES TR | $20.04万 | 0.01% | 3,528 | 3,528 | — | $20.04万 | 新建仓 |
| VLY | VALLEY NATL BANCORP | $19.46万 | 0.01% | 15,846 | 0 | 0.0% | — | 不变 |
| QUBT | QUANTUM COMPUTING INC | $18.67万 | 0.01% | 27,249 | 27,249 | — | $18.67万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $17.68万 | 0.01% | 11,249 | 329 | 3.0% | $5,172 | 加仓 |
| DCTH | DELCATH SYS INC | $16.19万 | 0.01% | 17,443 | 0 | 0.0% | — | 不变 |
| MSIF | MSC INCOME FUND INC | $14.22万 | 0.01% | 11,677 | -460 | -3.8% | -$5,603 | 减仓 |
| AGNC | AGNC INVT CORP | $11.74万 | 0.01% | 11,702 | 1,119 | 10.6% | $1.12万 | 加仓 |
| IBRX | IMMUNITYBIO INC | $10.47万 | 0.01% | 13,650 | 0 | 0.0% | — | 不变 |
| IMSR | TERRESTRIAL ENERGY INC | $6.13万 | 0.00% | 10,206 | 10,206 | — | $6.13万 | 新建仓 |
| RR | RICHTECH ROBOTICS INC | $4.35万 | 0.00% | 20,828 | -112,334 | -84.4% | -$23.48万 | 减仓 |
| IBRX | IMMUNITYBIO INC 看涨期权 | $7,670 | 0.00% | 1,000 | 1,000 | — | $7,670 | 新建仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -43,031 | -100.0% | -$791.17万 | 清仓 |
| OUSA | ALPS ETF TR | $0 | 0.00% | 0 | -35,510 | -100.0% | -$204.89万 | 清仓 |
| OUSM | ALPS ETF TR | $0 | 0.00% | 0 | -36,553 | -100.0% | -$159.88万 | 清仓 |
| SDVY | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -3,910 | -100.0% | -$88.42万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -7,358 | -100.0% | -$34.95万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -4,838 | -100.0% | -$27.62万 | 清仓 |
| OBIL | RBB FD INC | $0 | 0.00% | 0 | -4,993 | -100.0% | -$25.06万 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -6,437 | -100.0% | -$24.93万 | 清仓 |
| MINO | PIMCO ETF TR | $0 | 0.00% | 0 | -5,126 | -100.0% | -$23.23万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -2,121 | -100.0% | -$21.56万 | 清仓 |
| SMH | VANECK ETF TRUST | $0 | 0.00% | 0 | -588 | -100.0% | -$21.16万 | 清仓 |
| ESGE | ISHARES INC | $0 | 0.00% | 0 | -4,714 | -100.0% | -$20.82万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LIF | LIFE360 INC | $0 | 0.00% | 0 | -3,124 | -100.0% | -$20.04万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -5,769 | -100.0% | -$20.03万 | 清仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $0 | 0.00% | 0 | -13,874 | -100.0% | -$19.56万 | 清仓 |
| POET | POET TECHNOLOGIES INC | $0 | 0.00% | 0 | -21,755 | -100.0% | -$13.77万 | 清仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -11,757 | -100.0% | -$13.21万 | 清仓 |