Welch Financial Planning, LLC
BOULDER CO · SEC CIK 0002085141
$1.39亿2026Q1 申报市值
67持仓数
63.6%前十大占比 · 第一大 9.0%
10 / 2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
IDMO 加仓+$102.74万
XLK 加仓+$89.61万
INNOVATOR ETFS T 新建仓+$38.29万
INNOVATOR ETFS T 新建仓+$36.45万
JGRO 加仓+$31.92万
2026Q1 卖出最多 按季末市值估算
COMERICA INC 清仓-$22.66万
INNOVATOR ETFS T 清仓-$22.10万
INNOVATOR ETFS T 减仓-$11.95万
DMBS 减仓-$9.35万
COWZ 减仓-$6.38万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| DIVB | ISHARES TR | $1,249.25万 | 8.98% | 231,557 | 3,083 | 1.3% | $16.63万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,227.68万 | 8.83% | 92,376 | 6,743 | 7.9% | $89.61万 | 加仓 |
| BA | BOEING CO | $1,184.28万 | 8.52% | 59,503 | -175 | -0.3% | -$3.48万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $1,168.08万 | 8.40% | 138,201 | 3,777 | 2.8% | $31.92万 | 加仓 |
| — | MANAGED PORTFOLIO SERIES | $829.90万 | 5.97% | 205,166 | 7,771 | 3.9% | $31.43万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $704.07万 | 5.06% | 88,517 | 3,183 | 3.7% | $25.32万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $671.39万 | 4.83% | 176,603 | 1,955 | 1.1% | $7.43万 | 加仓 |
| EYLD | CAMBRIA ETF TR | $668.30万 | 4.81% | 161,387 | 5,472 | 3.5% | $22.66万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $582.19万 | 4.19% | 106,162 | 18,734 | 21.4% | $102.74万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $557.22万 | 4.01% | 84,274 | 2,139 | 2.6% | $14.14万 | 加仓 |
| — | WISDOMTREE TR | $407.38万 | 2.93% | 123,040 | 3,653 | 3.1% | $12.10万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $353.83万 | 2.54% | 78,891 | 2,646 | 3.5% | $11.87万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $344.50万 | 2.48% | 163,144 | 1,133 | 0.7% | $2.39万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $314.64万 | 2.26% | 6,566 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $314.45万 | 2.26% | 84,999 | 2,307 | 2.8% | $8.53万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $254.08万 | 1.83% | 123,676 | -557 | -0.4% | -$1.14万 | 减仓 |
| AAPL | APPLE INC | $237.66万 | 1.71% | 9,364 | 396 | 4.4% | $10.05万 | 加仓 |
| — | MATTHEWS ASIA FDS | $210.40万 | 1.51% | 79,924 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $178.97万 | 1.29% | 94,533 | 3,590 | 3.9% | $6.80万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $152.17万 | 1.09% | 46,990 | 1,686 | 3.7% | $5.46万 | 加仓 |
| YEAR | AB ACTIVE ETFS INC | $131.61万 | 0.95% | 26,075 | 183 | 0.7% | $9,237 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $118.01万 | 0.85% | 71,047 | -3,033 | -4.1% | -$5.04万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $86.86万 | 0.62% | 26,411 | 60 | 0.2% | $1,973 | 加仓 |
| — | THEMES ETF TR | $85.71万 | 0.62% | 24,597 | 402 | 1.7% | $1.40万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $83.76万 | 0.60% | 18,222 | -894 | -4.7% | -$4.11万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $82.74万 | 0.59% | 21,137 | -3,052 | -12.6% | -$11.95万 | 减仓 |
| MSFT | MICROSOFT CORP | $81.77万 | 0.59% | 2,209 | 196 | 9.7% | $7.26万 | 加仓 |
| GOOG | ALPHABET INC | $80.69万 | 0.58% | 2,813 | 50 | 1.8% | $1.43万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $77.91万 | 0.56% | 4,467 | 636 | 16.6% | $11.09万 | 加仓 |
| GOOGL | ALPHABET INC | $76.49万 | 0.55% | 2,660 | 230 | 9.5% | $6.61万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $75.39万 | 0.54% | 41,835 | -1,407 | -3.3% | -$2.54万 | 减仓 |
| — | THEMES ETF TR | $73.42万 | 0.53% | 22,831 | -230 | -1.0% | -$7,397 | 减仓 |
| — | INNOVATOR ETFS TRUST | $69.02万 | 0.50% | 32,173 | 1,938 | 6.4% | $4.16万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $66.40万 | 0.48% | 20,034 | 1,048 | 5.5% | $3.47万 | 加仓 |
| SOXX | ISHARES TR | $55.21万 | 0.40% | 1,680 | 41 | 2.5% | $1.35万 | 加仓 |
| BALL | BALL CORP | $54.28万 | 0.39% | 9,183 | -500 | -5.2% | -$2.96万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $52.20万 | 0.38% | 16,687 | 1,352 | 8.8% | $4.23万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $50.72万 | 0.36% | 2,075 | 262 | 14.5% | $6.40万 | 加仓 |
| ABBV | ABBVIE INC | $50.59万 | 0.36% | 2,326 | 419 | 22.0% | $9.11万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $45.47万 | 0.33% | 9,209 | -1,894 | -17.1% | -$9.35万 | 减仓 |
| COWZ | PACER FDS TR | $44.47万 | 0.32% | 7,109 | -1,020 | -12.5% | -$6.38万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $43.52万 | 0.31% | 22,903 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $39.10万 | 0.28% | 12,832 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $38.72万 | 0.28% | 1,010 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $38.61万 | 0.28% | 1,854 | 689 | 59.1% | $14.35万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $38.29万 | 0.28% | 13,469 | 13,469 | — | $38.29万 | 新建仓 |
| USB | US BANCORP | $38.24万 | 0.27% | 7,352 | -1,000 | -12.0% | -$5.20万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $37.17万 | 0.27% | 373 | 40 | 12.0% | $3.99万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $36.45万 | 0.26% | 19,417 | 19,417 | — | $36.45万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $33.92万 | 0.24% | 5,985 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $28.79万 | 0.21% | 15,346 | 15,346 | — | $28.79万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $28.50万 | 0.20% | 969 | 66 | 7.3% | $1.94万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $28.38万 | 0.20% | 1,965 | 1,965 | — | $28.38万 | 新建仓 |
| NVS | NOVARTIS AG | $27.88万 | 0.20% | 1,825 | 0 | 0.0% | — | 不变 |
| POCT | INNOVATOR ETFS TRUST | $27.73万 | 0.20% | 6,433 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $27.70万 | 0.20% | 895 | 117 | 15.0% | $3.62万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $27.43万 | 0.20% | 2,000 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $26.94万 | 0.19% | 293 | 293 | — | $26.94万 | 新建仓 |
| — | MATTHEWS ASIA FDS | $26.74万 | 0.19% | 7,200 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $24.43万 | 0.18% | 12,907 | 12,907 | — | $24.43万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $22.98万 | 0.17% | 4,139 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $22.94万 | 0.16% | 351 | 351 | — | $22.94万 | 新建仓 |
| QFLR | INNOVATOR ETFS TRUST | $22.42万 | 0.16% | 6,732 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $21.53万 | 0.15% | 7,392 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $21.23万 | 0.15% | 1,251 | 1,251 | — | $21.23万 | 新建仓 |
| WMT | WALMART INC | $20.36万 | 0.15% | 1,638 | 1,638 | — | $20.36万 | 新建仓 |
| — | AGORA INC | $3.91万 | 0.03% | 11,037 | 11,037 | — | $3.91万 | 新建仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -2,607 | -100.0% | -$22.66万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -4,935 | -100.0% | -$22.10万 | 清仓 |
| NJUL | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |