申报总市值
US$5.2亿
申报季度: 2026-03-31 · 持股只数: 275
WealthPLAN Partners, LLC在最新一期 13F 报告中披露了 275 项持股，申报期为 2026-03-31，总持股市值约为 US$5.2亿，季度换手率为 39.0%。
加仓 IVV
+33.7% US$444.1万
减仓 PAAA
-66.1% -US$1197.4万
加仓 BRK-B
-5.8% -US$361.7万
减仓 NVDA
-38.8% -US$766.6万
减仓 MSFT
-30.8% -US$461.2万
加仓 EPS
+342.3% US$218.4万
仅显示前 217 大持股（共 275 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 7.67% | -0.20% | -19.25% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.17% | +0.86% | -5.78% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.98% | +1.57% | +33.70% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.92% | — | -6.50% | |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 2.19% | +0.09% | -18.14% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.17% | +0.23% | -8.16% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.00% | -0.18% | -21.14% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.98% | -0.70% | -38.78% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.81% | +0.08% | -15.61% | |
| 10 | BFLB | Bufferlabs US Eq Dyn Buf ETF | ETF-其他 | 1.76% | — | +19.23% | |
| 11 | CLOI | Vaneck Clo ETF | ETF-其他 | 1.65% | — | +1.54% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.54% | — | -12.08% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.42% | — | +2.10% | |
| 14 | HEQT | Simplify Hedged Equity ETF | ETF-其他 | 1.38% | -0.08% | -25.48% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.34% | — | -7.19% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.31% | — | +1.86% | |
| 17 | PAAA | Pgim Aaa Clo ETF | ETF-其他 | 1.19% | -1.52% | -66.07% | |
| 18 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 1.14% | +0.02% | -18.07% | |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.13% | — | -16.81% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.11% | — | -3.40% | |
| 21 | IGRO | Ishares Intl Div Growth ETF | ETF-其他 | 1.08% | — | -18.94% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | — | -15.25% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.05% | -0.29% | -33.48% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 1.00% | -0.47% | -30.79% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.99% | — | +31.39% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 0.97% | -0.11% | -38.16% | |
| 27 | FTLS | First Trust Long/short Eqty | ETF-其他 | 0.95% | -0.07% | -26.78% | |
| 28 | UNP | Union Pacific CORP | 股票-工业 | 0.95% | — | -0.82% | |
| 29 | CASY | Casey's General Stores INC | 股票-周期性消费 | 0.94% | — | -23.79% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.88% | — | -17.16% | |
| 31 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.86% | — | +2.56% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.82% | -0.15% | -44.70% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.80% | — | -11.92% | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.74% | -0.17% | -31.68% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.73% | — | -14.65% | |
| 36 | ABBV | Abbvie INC | 股票-医疗保健 | 0.72% | — | -16.66% | |
| 37 | AGOX | Adaptive Alpha Opportunities | ETF-其他 | 0.69% | -0.05% | -23.30% | |
| 38 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.65% | — | -13.59% | |
| 39 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.60% | — | -23.45% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.59% | -0.11% | -25.04% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | +0.37% | +49.77% | |
| 42 | EPS | Wisdomtree US Large Cap Fund | ETF-大型股与成长 | 0.55% | +0.45% | +342.27% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.54% | +0.37% | +152.89% | |
| 44 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 0.54% | — | -1.25% | |
| 45 | MCK | Mckesson CORP | 股票-医疗保健 | 0.53% | — | +1.41% | |
| 46 | PEP | Pepsico INC | 股票-非周期性消费 | 0.53% | — | -31.82% | |
| 47 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-其他 | 0.52% | — | +5.14% | |
| 48 | ICOW | Pacer Developed Markets Inte | ETF-其他 | 0.51% | — | -23.70% | |
| 49 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.50% | — | +2.64% | |
| 50 | TDV | Proshares S&p Tech Dvd Arist | ETF-科技型 | 0.49% | — | -21.00% |
Q3 2026表现
+4.1%
近4个季度表现
+22.3%
基于可获取价格的持仓（占申报价值的73%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 275 | US$5.2亿 | 39 | |
| 2025-12-31 | 324 | US$6.7亿 | 16 | |
| 2025-09-30 | 289 | US$6.7亿 | 39 | |
| 2025-06-30 | 303 | US$6.2亿 | 0 | |
| 2025-03-31 | 303 | US$7.1亿 | 100 | |
| 2024-12-31 | 300 | US$7.0亿 | 0 | |
| 2024-09-30 | 316 | US$7.4亿 | 0 | |
| 2024-06-30 | 403 | US$9.3亿 | 0 | |
| 2024-03-31 | 409 | US$9.7亿 | 0 | |
| 2023-12-31 | 428 | US$9.7亿 | 0 | |
| 2023-09-30 | 427 | US$8.6亿 | 0 | |
| 2023-06-30 | 2516 | US$7.1亿 | 0 | |
| 2023-03-31 | 2646 | US$8.8亿 | 0 | |
| 2022-12-31 | 513 | US$14.3亿 | 0 | |
| 2022-03-31 | 508 | US$14.4亿 | 0 | |
| 2021-12-31 | 498 | US$15.2亿 | 0 | |
| 2021-09-30 | 496 | US$15.0亿 | 0 | |
| 2021-06-30 | 472 | US$14.2亿 | 18 | |
| 2021-03-31 | 452 | US$12.9亿 | 18 | |
| 2020-12-31 | 468 | US$11.8亿 | 25 | |
| 2020-09-30 | 442 | US$10.3亿 | 26 | |
| 2020-06-30 | 465 | US$9.7亿 | 36 | |
| 2020-03-31 | 390 | US$7.7亿 | 49 | |
| 2019-12-31 | 376 | US$8.5亿 | 22 | |
| 2019-09-30 | 362 | US$7.3亿 | 15 | |
| 2019-06-30 | 356 | US$6.6亿 | 26 | |
| 2019-03-31 | 433 | US$6.4亿 | 7 | |
| 2018-12-31 | 432 | US$6.2亿 | 25 | |
| 2018-09-30 | 428 | US$5.5亿 | 32 | |
| 2018-06-30 | 447 | US$4.9亿 | 21 | |
| 2018-03-31 | 454 | US$4.6亿 | 31 | |
| 2017-12-31 | 258 | US$3.7亿 | 44 | |
| 2017-09-30 | 229 | US$3.6亿 | 23 | |
| 2017-06-30 | 203 | US$3.5亿 | 100 | |
| 2017-03-31 | 3135 | US$2878.8万 | 100 | |
| 2016-09-30 | 2192 | US$3.1亿 | 100 | |
| 2016-06-30 | 3483 | US$7.8亿 | 86 | |
| 2015-12-31 | 2363 | US$6.2亿 | 100 | |
| 2015-06-30 | 448 | US$2.3亿 | 64 | |
| 2015-03-31 | 12790 | US$2.1亿 | 0 |
WealthPLAN Partners, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Strive 1000 Growth ETF (STXG); 清仓: Strive 1000 Value ETF (STXV); 清仓: Strive 500 ETF (STXF); 清仓: Invesco S&p 500 Top 50 ETF (XLG); 清仓: Strive Small-cap ETF (STXK).