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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.07亿 | 5.97% | 422,306 | 40,142 | 10.5% | $1,018.76万 | 加仓 |
| IVV | ISHARES TR | $8,176.94万 | 4.56% | 125,181 | 56,242 | 81.6% | $3,673.78万 | 加仓 |
| — | EA SERIES TRUST | $5,208.02万 | 2.90% | 1,046,101 | 13,752 | 1.3% | $68.46万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $5,013.44万 | 2.79% | 156,274 | -19,853 | -11.3% | -$636.91万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,808.31万 | 2.68% | 275,706 | 68,945 | 33.3% | $1,202.40万 | 加仓 |
| IEMG | ISHARES INC | $3,707.16万 | 2.07% | 531,492 | 151,364 | 39.8% | $1,055.76万 | 加仓 |
| EPS | WISDOMTREE TR | $3,127.18万 | 1.74% | 459,137 | 225,844 | 96.8% | $1,538.22万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,001.74万 | 1.67% | 81,091 | 18,278 | 29.1% | $676.60万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $2,759.58万 | 1.54% | 364,349 | 158,209 | 76.7% | $1,198.27万 | 加仓 |
| GOOGL | ALPHABET INC | $2,671.81万 | 1.49% | 92,913 | 27,320 | 41.7% | $785.62万 | 加仓 |
| GOOG | ALPHABET INC | $2,576.15万 | 1.44% | 89,805 | -1,448 | -1.6% | -$41.54万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,523.13万 | 1.41% | 1,019,447 | -18,330 | -1.8% | -$45.37万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,485.75万 | 1.38% | 51,873 | -298 | -0.6% | -$14.28万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $2,428.82万 | 1.35% | 948,018 | 30,022 | 3.3% | $76.92万 | 加仓 |
| META | META PLATFORMS INC | $2,400.32万 | 1.34% | 41,954 | 11,086 | 35.9% | $634.26万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $2,338.30万 | 1.30% | 325,895 | 147,170 | 82.3% | $1,055.94万 | 加仓 |
| AGG | ISHARES TR | $2,299.83万 | 1.28% | 231,674 | 127,183 | 121.7% | $1,262.55万 | 加仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $2,208.36万 | 1.23% | 338,342 | 165,398 | 95.6% | $1,079.55万 | 加仓 |
| AGGY | WISDOMTREE TR | $2,205.63万 | 1.23% | 507,625 | 267,307 | 111.2% | $1,161.45万 | 加仓 |
| IVE | ISHARES TR | $2,171.88万 | 1.21% | 102,859 | 3,543 | 3.6% | $74.81万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $2,058.24万 | 1.15% | 243,522 | 91,146 | 59.8% | $770.36万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,915.66万 | 1.07% | 406,896 | 225,807 | 124.7% | $1,063.10万 | 加仓 |
| WMT | WALMART INC | $1,836.19万 | 1.02% | 147,746 | 1,443 | 1.0% | $17.93万 | 加仓 |
| — | EXXON MOBIL CORP | $1,783.69万 | 0.99% | 105,133 | 7,807 | 8.0% | $132.45万 | 加仓 |
| IEFA | ISHARES TR | $1,732.58万 | 0.97% | 191,382 | 84,692 | 79.4% | $766.72万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,709.80万 | 0.95% | 212,186 | -17,792 | -7.7% | -$143.37万 | 减仓 |
| AMZN | AMAZON COM INC | $1,684.05万 | 0.94% | 80,859 | 12,098 | 17.6% | $251.97万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,621.67万 | 0.90% | 78,379 | -7,953 | -9.2% | -$164.55万 | 减仓 |
| PAAA | PGIM ETF TR | $1,607.30万 | 0.90% | 314,049 | 314,049 | — | $1,607.30万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $1,546.12万 | 0.86% | 21,242 | -5,509 | -20.6% | -$400.98万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,465.89万 | 0.82% | 59,970 | 5,755 | 10.6% | $140.67万 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $1,462.38万 | 0.81% | 718,613 | 460,206 | 178.1% | $936.52万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $1,418.43万 | 0.79% | 286,783 | 170,364 | 146.3% | $842.62万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,378.58万 | 0.77% | 13,835 | -639 | -4.4% | -$63.67万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $1,315.74万 | 0.73% | 197,056 | 92,385 | 88.3% | $616.85万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1,289.47万 | 0.72% | 201,764 | -9,736 | -4.6% | -$62.22万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,277.49万 | 0.71% | 378,290 | -179,153 | -32.1% | -$605.00万 | 减仓 |
| BOXX | EA SERIES TRUST | $1,275.47万 | 0.71% | 109,680 | 69,819 | 175.2% | $811.93万 | 加仓 |
| DGRO | ISHARES TR | $1,262.90万 | 0.70% | 179,952 | -75,640 | -29.6% | -$530.84万 | 减仓 |
| ABBV | ABBVIE INC | $1,199.45万 | 0.67% | 55,150 | -2,710 | -4.7% | -$58.94万 | 减仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $1,171.54万 | 0.65% | 371,916 | -186,477 | -33.4% | -$587.40万 | 减仓 |
| CLOI | VANECK ETF TRUST | $1,058.32万 | 0.59% | 200,819 | -81,368 | -28.8% | -$428.81万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1,050.80万 | 0.59% | 114,666 | -188,321 | -62.2% | -$1,725.77万 | 减仓 |
| QHY | WISDOMTREE TR | $1,044.28万 | 0.58% | 229,310 | 172,726 | 305.3% | $786.59万 | 加仓 |
| AVGO | BROADCOM INC | $1,039.57万 | 0.58% | 33,588 | 11,125 | 49.5% | $344.32万 | 加仓 |
| VMI | VALMONT INDS INC | $984.59万 | 0.55% | 24,641 | 90 | 0.4% | $3.60万 | 加仓 |
| LLY | ELI LILLY & CO | $981.10万 | 0.55% | 10,667 | 4,712 | 79.1% | $433.39万 | 加仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $979.30万 | 0.55% | 197,158 | 102,276 | 107.8% | $508.01万 | 加仓 |
| CAT | CATERPILLAR INC | $975.56万 | 0.54% | 13,770 | 3,849 | 38.8% | $272.69万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $935.86万 | 0.52% | 133,010 | -52,132 | -28.2% | -$366.80万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $933.58万 | 0.52% | 13 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $887.40万 | 0.49% | 30,167 | -8,193 | -21.4% | -$241.01万 | 减仓 |
| TSLA | TESLA INC | $873.58万 | 0.49% | 23,499 | 6,491 | 38.2% | $241.30万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $852.75万 | 0.48% | 17,067 | 1,263 | 8.0% | $63.11万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $818.50万 | 0.46% | 42,648 | 41,074 | 2,609.5% | $788.29万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $807.79万 | 0.45% | 12,421 | 359 | 3.0% | $23.35万 | 加仓 |
| AZN | ASTRAZENECA PLC | $796.87万 | 0.44% | 40,405 | 40,405 | — | $796.87万 | 新建仓 |
| IGRO | ISHARES TR | $784.18万 | 0.44% | 93,611 | -74,036 | -44.2% | -$620.20万 | 减仓 |
| WTPI | WISDOMTREE TR | $781.17万 | 0.44% | 244,805 | 156,481 | 177.2% | $499.33万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $743.86万 | 0.41% | 50,852 | 13,302 | 35.4% | $194.58万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $741.13万 | 0.41% | 147,635 | -14,862 | -9.1% | -$74.61万 | 减仓 |
| COWZ | PACER FDS TR | $730.38万 | 0.41% | 116,749 | -91,659 | -44.0% | -$573.42万 | 减仓 |
| KO | COCA COLA CO | $718.10万 | 0.40% | 94,425 | 32,200 | 51.7% | $244.88万 | 加仓 |
| V | VISA INC | $694.07万 | 0.39% | 22,964 | 9,267 | 67.7% | $280.09万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $673.76万 | 0.38% | 112,706 | 5,431 | 5.1% | $32.47万 | 加仓 |
| — | EA SERIES TRUST | $666.94万 | 0.37% | 189,820 | 189,820 | — | $666.94万 | 新建仓 |
| — | EA SERIES TRUST | $661.14万 | 0.37% | 140,954 | 140,954 | — | $661.14万 | 新建仓 |
| HD | HOME DEPOT INC | $654.79万 | 0.36% | 19,909 | 6,446 | 47.9% | $212.00万 | 加仓 |
| AMAT | APPLIED MATLS INC | $646.91万 | 0.36% | 18,927 | 14,715 | 349.4% | $502.94万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $631.22万 | 0.35% | 246,185 | 1,424 | 0.6% | $3.65万 | 加仓 |
| EMLC | VANECK ETF TRUST | $613.98万 | 0.34% | 244,517 | 153,593 | 168.9% | $385.67万 | 加仓 |
| — | WISDOMTREE TR | $611.85万 | 0.34% | 424,306 | 286,943 | 208.9% | $413.77万 | 加仓 |
| ORCL | ORACLE CORP | $601.04万 | 0.33% | 40,857 | 12,684 | 45.0% | $186.59万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $599.67万 | 0.33% | 9,922 | -3,325 | -25.1% | -$200.96万 | 减仓 |
| NUE | NUCOR CORP | $591.83万 | 0.33% | 34,999 | -7,754 | -18.1% | -$131.12万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $589.83万 | 0.33% | 21,798 | 7,591 | 53.4% | $205.40万 | 加仓 |
| AMGN | AMGEN INC | $581.60万 | 0.32% | 16,530 | -6,723 | -28.9% | -$236.55万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $574.05万 | 0.32% | 58,630 | -18,990 | -24.5% | -$185.93万 | 减仓 |
| MOAT | VANECK ETF TRUST | $536.72万 | 0.30% | 55,504 | -41,460 | -42.8% | -$400.92万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $531.30万 | 0.30% | 95,696 | 62,919 | 192.0% | $349.33万 | 加仓 |
| PEP | PEPSICO INC | $515.49万 | 0.29% | 33,195 | -12,178 | -26.8% | -$189.11万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $514.41万 | 0.29% | 167,669 | 26,024 | 18.4% | $79.84万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $502.55万 | 0.28% | 20,733 | -5,457 | -20.8% | -$132.27万 | 减仓 |
| MCD | MCDONALDS CORP | $491.72万 | 0.27% | 15,821 | 4,371 | 38.2% | $135.85万 | 加仓 |
| EMR | EMERSON ELEC CO | $491.38万 | 0.27% | 37,504 | -17,198 | -31.4% | -$225.33万 | 减仓 |
| AGOX | STARBOARD INVT TR | $491.06万 | 0.27% | 184,469 | -161,287 | -46.6% | -$429.35万 | 减仓 |
| MINT | PIMCO ETF TR | $489.48万 | 0.27% | 48,670 | -93,808 | -65.8% | -$943.44万 | 减仓 |
| NFLX | NETFLIX INC. | $473.34万 | 0.26% | 49,229 | 22,314 | 82.9% | $214.55万 | 加仓 |
| MSM | MSC INDL DIRECT INC | $471.52万 | 0.26% | 51,102 | -25,204 | -33.0% | -$232.56万 | 减仓 |
| GEV | GE VERNOVA INC | $458.40万 | 0.26% | 5,251 | -52 | -1.0% | -$4.54万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $457.98万 | 0.26% | 31,707 | 10,257 | 47.8% | $148.15万 | 加仓 |
| INTC | INTEL CORP | $445.48万 | 0.25% | 100,947 | 29,031 | 40.4% | $128.11万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $430.44万 | 0.24% | 51,942 | -546 | -1.0% | -$4.52万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $428.03万 | 0.24% | 17,184 | -8,735 | -33.7% | -$217.57万 | 减仓 |
| MRK | MERCK & CO INC | $420.94万 | 0.23% | 34,993 | 11,990 | 52.1% | $144.23万 | 加仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $417.68万 | 0.23% | 181,598 | -294,780 | -61.9% | -$678.00万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $417.60万 | 0.23% | 12,361 | 7,852 | 174.1% | $265.27万 | 加仓 |
| TDV | PROSHARES TR | $407.37万 | 0.23% | 48,091 | -41,789 | -46.5% | -$353.99万 | 减仓 |
| ICOW | PACER FDS TR | $406.77万 | 0.23% | 95,846 | -83,876 | -46.7% | -$355.97万 | 减仓 |
| TXN | TEXAS INSTRS INC | $403.11万 | 0.22% | 20,764 | -6,361 | -23.5% | -$123.49万 | 减仓 |