WealthPLAN Partners, LLC — Q4 2025 13F 持股

Name: WealthPLAN Partners, LLC — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001639943

申報總市值

US$5.2億

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本季完整持股清單

僅顯示前 200 大持股（共 272 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	AAPL	Apple INC	股票-科技	7.87%	-0.20%	-1.85%
2	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	5.31%	+0.86%	-1.36%
3	PAAA	Pgim Aaa Clo ETF	ETF-其他	2.71%	-1.52%	+29.75%
4	NVDA	Nvidia CORP	股票-科技	2.68%	-0.70%	-12.58%
5	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	2.41%	+1.57%	+11.23%
6	DGRO	Ishares Core Dividend Growth	ETF-其他	2.39%	—	-1.00%
7	AMZN	Amazon.com INC	股票-循環性消費	2.18%	-0.18%	+4.00%
8	BUFR	Ft Vest Lad Buffervetf-usd I	ETF-其他	2.10%	+0.09%	-3.96%
9	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	1.94%	+0.23%	+9.16%
10	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.73%	+0.08%	-5.90%
11	MSFT	Microsoft CORP	股票-科技	1.47%	-0.47%	-26.30%
12	HEQT	Simplify Hedged Equity ETF	ETF-其他	1.46%	-0.08%	-6.07%
13	GOOG	Alphabet Inc-cl C	股票-通訊服務	1.34%	-0.29%	-6.08%
14	CLOI	Vaneck Clo ETF	ETF-其他	1.26%	—	-2.14%
15	IVW	Ishares S&p 500 Growth ETF	ETF-大型股與成長	1.22%	—	+2.54%
16	COST	Costco Wholesale CORP	股票-非循環性消費	1.17%	—	-8.97%
17	BFLB	Bufferlabs US Eq Dyn Buf ETF	ETF-其他	1.17%	—	—
18	HELO	Jpmorgan Hedged Equity ETF	ETF-其他	1.12%	+0.02%	-2.49%
19	WMT	Walmart INC	股票-非循環性消費	1.08%	-0.11%	-6.84%
20	JPM	Jpmorgan Chase & Co	股票-金融	1.08%	—	-4.09%
21	STXG	Strive 1000 Growth ETF	ETF-其他	1.05%	-1.05%	EXIT
22	AVEM	Avantis Emerging Markets Eq	ETF-新興市場	1.03%	—	+7.08%
23	IGRO	Ishares Intl Div Growth ETF	ETF-其他	1.02%	—	-4.49%
24	FTLS	First Trust Long/short Eqty	ETF-其他	1.02%	-0.07%	-6.82%
25	COWZ	Pacer US Cash Cows 100 ETF	ETF-其他	1.01%	—	-40.59%
26	JNJ	Johnson & Johnson	股票-醫療保健	0.97%	-0.15%	-5.57%
27	STXV	Strive 1000 Value ETF	ETF-其他	0.97%	-0.97%	EXIT
28	VYM	Vanguard High Dvd Yield ETF	ETF-其他	0.96%	—	+19.71%
29	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-大型股與成長	0.91%	-0.17%	-2.30%
30	SCHD	Schwab US Dvd Equity ETF	ETF-其他	0.79%	—	-9.01%
31	AGOX	Adaptive Alpha Opportunities	ETF-其他	0.74%	-0.05%	-5.77%
32	TSLA	Tesla INC	股票-循環性消費	0.74%	-0.30%	+3.27%
33	CASY	Casey's General Stores INC	股票-循環性消費	0.73%	—	-12.06%
34	GOOGL	Alphabet Inc-cl A	股票-通訊服務	0.72%	—	+13.38%
35	UNP	Union Pacific CORP	股票-工業	0.70%	—	-3.37%
36	IVE	Ishares S&p 500 Value ETF	ETF-大型股與成長	0.70%	—	+40.83%
37	META	Meta Platforms Inc-class A	股票-通訊服務	0.70%	-0.11%	+13.10%
38	ABBV	Abbvie INC	股票-醫療保健	0.70%	—	-9.19%
39	SCHZ	Schwab US Aggregate Bond ETF	ETF-其他	0.65%	—	-0.55%
40	MOAT	Vaneck Morningstar Wide Moat	ETF-其他	0.65%	—	-5.30%
41	IBM	Intl Business Machines CORP	股票-科技	0.62%	-0.15%	-8.08%
42	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股與成長	0.61%	—	+8.03%
43	DYNF	Ishrs US E F R A Etf-usd INC	ETF-其他	0.61%	—	+10.09%
44	CVX	Chevron CORP	股票-能源	0.60%	—	-3.65%
45	PEP	Pepsico INC	股票-非循環性消費	0.55%	—	-5.47%
46	STXF	Strive 500 ETF	ETF-其他	0.53%	-0.53%	EXIT
47	EMR	Emerson Electric Co	股票-工業	0.52%	—	-12.85%
48	NUE	Nucor CORP	股票-原物料	0.49%	—	-7.67%
49	TDV	Proshares S&p Tech Dvd Arist	ETF-科技型	0.49%	—	-6.44%
50	XLG	Invesco S&p 500 Top 50 ETF	ETF-大型股與成長	0.48%	-0.48%	EXIT

1–50 of 200

本季持股變動

WealthPLAN Partners, LLC 於截至 Q4 2025 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	PAAA	Pgim Aaa Clo ETF	+0.6%	+29.75%	加碼
2	AAPL	Apple INC	+0.3%	-1.85%	減碼
3	IVV	Ishares Core S&p 500 ETF	+0.3%	+11.23%	加碼
4	GOOG	Alphabet Inc-cl C	+0.2%	-6.08%	減碼
5	GOOGL	Alphabet Inc-cl A	+0.2%	+13.38%	加碼
6	IVE	Ishares S&p 500 Value ETF	+0.2%	+40.83%	加碼
7	QQQ	Invesco Qqq Trust Series 1	+0.2%	+9.16%	加碼
8	AMZN	Amazon.com INC	+0.2%	+4.00%	加碼
9	VYM	Vanguard High Dvd Yield ETF	+0.2%	+19.71%	加碼
10	ALB	Albemarle CORP	+0.1%	-12.77%	減碼
11	GLD	Spdr Gold Shares	+0.1%	+51.70%	加碼
12	AVEM	Avantis Emerging Markets Eq	+0.1%	+7.08%	加碼
13	SPMO	Invesco S&p 500 Momentum ETF	+0.1%	+63.45%	加碼
14	ABBV	Abbvie INC	-0.1%	-9.19%	減碼
15	RGTI	Rigetti Computing INC	-0.1%	+1.01%	加碼
16	GGG	Graco INC	-0.1%	-12.31%	減碼
17	SCHD	Schwab US Dvd Equity ETF	-0.1%	-9.01%	減碼
18	RPM	Rpm International INC	-0.1%	-9.43%	減碼
19	FLBL	Franklin Senior Loan ETF	-0.1%	-13.16%	減碼
20	VOO	Vanguard S&p 500 ETF	-0.1%	-50.03%	減碼
21	BRK-B	Berkshire Hathaway Inc-cl B	-0.1%	-1.36%	減碼
22	GPC	Genuine Parts Co	-0.1%	-8.31%	減碼
23	O	Realty Income CORP	-0.1%	-10.60%	減碼
24	MSM	Msc Industrial Direct Co-a	-0.1%	-11.49%	減碼
25	AGOX	Adaptive Alpha Opportunities	-0.1%	-5.77%	減碼
26	CASY	Casey's General Stores INC	-0.1%	-12.06%	減碼
27	BRO	Brown & Brown INC	-0.2%	-16.62%	減碼
28	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.2%	-49.25%	減碼
29	QUAL	Ishares Msci USA Quality Fac	-0.2%	-43.98%	減碼
30	COST	Costco Wholesale CORP	-0.2%	-8.97%	減碼
31	DECT	Allianzim US Eq Bffr10 Dc-us	-0.3%	-65.69%	減碼
32	BDEC	Innovator U.s. Equity Buffer	-0.3%	-63.07%	減碼
33	UMAR	Innovator U.s. Equity Ultra	-0.3%	-65.96%	減碼
34	GAUG	Ft Vest US Equity Moderate B	-0.3%	-65.94%	減碼
35	UDEC	Innovator U.s. Equity Ultra	-0.3%	-64.37%	減碼
36	NVDA	Nvidia CORP	-0.4%	-12.58%	減碼
37	COWZ	Pacer US Cash Cows 100 ETF	-0.6%	-40.59%	減碼
38	MSFT	Microsoft CORP	-0.7%	-26.30%	減碼
39	BFLB	Bufferlabs US Eq Dyn Buf ETF	—	NEW	新建倉
40	AGG	Ishares Core U.s. Aggregate	—	NEW	新建倉
41	JCPB	Jpmorgan Core Plus Bond ETF	—	NEW	新建倉
42	EPS	Wisdomtree US Large Cap Fund	—	NEW	新建倉
43	AGGY	Wisdomtree Yield Enhanced US	—	NEW	新建倉
44	JGRO	Jpmorgan Active Growth ETF	—	NEW	新建倉
45	STIP	Ishares 0-5 Year Tips Bond E	—	NEW	新建倉
46	PAPR	Innovator U.s. Equity Power	—	NEW	新建倉
47	EW	Edwards Lifesciences CORP	—	EXIT	清倉
48	SCUS	Schwab Ultra-short INC ETF	—	NEW	新建倉
49	SBUX	Starbucks CORP	—	EXIT	清倉
50	JIRE	Jpmorgan Int Res Enh Eqty	—	NEW	新建倉