WealthPLAN Partners, LLC
- SEC CIK
- 0001639943
- 最新申報
- 2026/7/28
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/16 申報。只含多頭部位。
- 持股檔數
- 395
- 2022 年第 3 季沒有申報
- 總值
- $14.3 億
- 2022 年第 3 季沒有申報
WealthPLAN Partners, LLC 沒有申報 2022 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 622,555 | $9,538 萬 | 6.7% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 131,951 | $4,101 萬 | 2.9% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 174,114 | $3,613 萬 | 2.5% | – | – | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 536,268 | $2,685 萬 | 1.9% | – | – | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 1,093,003 | $2,563 萬 | 1.8% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 488,181 | $2,518 萬 | 1.8% | – | – | – |
| WPCW. P. Carey Inc. | COM | 277,347 | $2,324 萬 | 1.6% | – | – | 歷史 |
| NUENucor Corp | COM | 134,548 | $2,304 萬 | 1.6% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 130,174 | $2,288 萬 | 1.6% | – | – | 歷史 |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 962,538 | $2,283 萬 | 1.6% | – | – | – |
| ORealty Income Corp | REIT | 310,288 | $2,039 萬 | 1.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 125,151 | $2,028 萬 | 1.4% | – | – | 歷史 |
| CVXChevron Corp | Stock | 116,720 | $2,011 萬 | 1.4% | – | – | 歷史 |
| MSMMSC Industrial Direct Co Inc | CL A | 232,622 | $2,000 萬 | 1.4% | – | – | 歷史 |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 388,693 | $1,961 萬 | 1.4% | – | – | – |
| ADMArcher-Daniels-Midland Co | Stock | 237,017 | $1,938 萬 | 1.4% | – | – | 歷史 |
| GPCGenuine Parts Co | Stock | 109,678 | $1,937 萬 | 1.4% | – | – | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 255,799 | $1,888 萬 | 1.3% | – | – | – |
| BKHBlack Hills Corp | COM | 295,849 | $1,875 萬 | 1.3% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 168,701 | $1,809 萬 | 1.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 118,328 | $1,806 萬 | 1.3% | – | – | 歷史 |
| GGGGraco Inc | COM | 244,419 | $1,757 萬 | 1.2% | – | – | 歷史 |
| TGTTarget Corp | Stock | 102,317 | $1,751 萬 | 1.2% | – | – | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 166,773 | $1,751 萬 | 1.2% | – | – | 歷史 |
| SYYSysco Corp | Stock | 209,449 | $1,629 萬 | 1.1% | – | – | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 92,859 | $1,618 萬 | 1.1% | – | – | 歷史 |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 356,402 | $1,592 萬 | 1.1% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 449,257 | $1,576 萬 | 1.1% | – | – | – |
| CASYCaseys General Stores Inc | COM | 70,930 | $1,563 萬 | 1.1% | – | – | 歷史 |
| iShares Tr46435G524 | INTL DIV GRWTH | 251,742 | $1,548 萬 | 1.1% | – | – | – |
| CFRCullen/Frost Bankers, Inc. | COM | 117,465 | $1,534 萬 | 1.1% | – | – | 歷史 |
| Starboard Invt Tr85521B783 | ADAPTIVE HDGD MU | 1,919,618 | $1,525 萬 | 1.1% | – | – | – |
| APDAir Products & Chemicals, Inc. | Stock | 52,938 | $1,490 萬 | 1.0% | – | – | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 276,783 | $1,490 萬 | 1.0% | – | – | – |
| TXNTexas Instruments Inc | Stock | 82,067 | $1,447 萬 | 1.0% | – | – | 歷史 |
| Starboard Invt Tr85521B742 | ADAPTIVE ALPHA | 646,560 | $1,446 萬 | 1.0% | – | – | – |
| VZVerizon Communications Inc | Stock | 344,832 | $1,391 萬 | 1.0% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 26,977 | $1,358 萬 | 0.9% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 271,911 | $1,355 萬 | 0.9% | – | – | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 530,245 | $1,351 萬 | 0.9% | – | – | – |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 534,044 | $1,347 萬 | 0.9% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 83,358 | $1,304 萬 | 0.9% | – | – | – |
| GOOGAlphabet Inc. | Stock | 133,864 | $1,271 萬 | 0.9% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 28,014 | $1,161 萬 | 0.8% | – | – | – |
| LMTLockheed Martin Corp | Stock | 23,990 | $1,155 萬 | 0.8% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 115,155 | $1,148 萬 | 0.8% | – | – | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 64,531 | $1,125 萬 | 0.8% | – | – | 歷史 |
| Northern LTS FD Tr IV66538H591 | MAIN SECTR ROTN | 267,122 | $1,124 萬 | 0.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 40,041 | $1,090 萬 | 0.8% | – | – | 歷史 |
| MAMastercard Inc | Stock | 25,014 | $925.4 萬 | 0.6% | – | – | 歷史 |
| UMBFUmb Financial Corp | COM | 100,700 | $918.3 萬 | 0.6% | – | – | 歷史 |
| Innovator ETFs Trust45782C631 | INTERNATIONAL DV | 349,100 | $874.1 萬 | 0.6% | – | – | – |
| VMIValmont Industries Inc | COM | 26,317 | $851.6 萬 | 0.6% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 36,904 | $833.1 萬 | 0.6% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 28,817 | $738.4 萬 | 0.5% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 129,297 | $710.5 萬 | 0.5% | – | – | – |
| ProShares Tr74347G606 | S&P TECH DIVIDEN | 115,062 | $706.5 萬 | 0.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 49,321 | $706.3 萬 | 0.5% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 85,350 | $658.4 萬 | 0.5% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 34,616 | $621.3 萬 | 0.4% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 13 | $614.3 萬 | 0.4% | – | – | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 85,987 | $604.8 萬 | 0.4% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 28,178 | $574.9 萬 | 0.4% | – | – | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 67,304 | $571.3 萬 | 0.4% | – | – | 歷史 |
| VanEck ETF Trust92189F130 | REAL ASSETS ETF | 222,437 | $571.0 萬 | 0.4% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 114,243 | $554.5 萬 | 0.4% | – | – | – |
| Bondbloxx ETF Trust09789C820 | BLOOMBERG SEVEN | 113,870 | $553.6 萬 | 0.4% | – | – | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 173,086 | $547.1 萬 | 0.4% | – | – | – |
| Invesco Actively Managed Exc46090A705 | S&P500 DOWNSID | 162,884 | $545.8 萬 | 0.4% | – | – | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 161,580 | $534.5 萬 | 0.4% | – | – | – |
| FSKFS KKR Capital Corp | COM | 268,592 | $528.1 萬 | 0.4% | – | – | 歷史 |
| Victory Portfolios II92647N873 | VCSHS US SMCP HG | 90,940 | $513.3 萬 | 0.4% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 91,437 | $500.3 萬 | 0.3% | – | – | – |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 154,731 | $498.7 萬 | 0.3% | – | – | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 74,552 | $444.0 萬 | 0.3% | – | – | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 209,766 | $442.6 萬 | 0.3% | – | – | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 149,483 | $434.9 萬 | 0.3% | – | – | – |
| CIONCION Investment Corp | COM | 394,043 | $432.7 萬 | 0.3% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 19,007 | $406.3 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 18,114 | $379.0 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 18,593 | $377.7 萬 | 0.3% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 37,043 | $368.0 萬 | 0.3% | – | – | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 87,494 | $367.6 萬 | 0.3% | – | – | – |
| PFEPfizer Inc | Stock | 82,852 | $362.2 萬 | 0.3% | – | – | 歷史 |
| HSYHershey Co | COM | 14,793 | $353.4 萬 | 0.2% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 96,004 | $352.4 萬 | 0.2% | – | – | – |
| VVisa Inc. | Stock | 15,192 | $348.5 萬 | 0.2% | – | – | 歷史 |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 79,592 | $345.4 萬 | 0.2% | – | – | – |
| Matthews Asia FDS577125834 | CHINA ACTIVE ETF | 123,497 | $323.7 萬 | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 27,773 | $323.3 萬 | 0.2% | – | – | 歷史 |
| Aim ETF Products Trust00888H877 | ALLIANZIM US EQT | 125,821 | $323.3 萬 | 0.2% | – | – | – |
| First Tr Exch TRD Alphdx FD33737J307 | EM SML CP ALPH | 84,628 | $322.7 萬 | 0.2% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 50,754 | $320.5 萬 | 0.2% | – | – | – |
| INTCIntel Corp | Stock | 110,959 | $317.8 萬 | 0.2% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 8,539 | $311.5 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 32,820 | $310.7 萬 | 0.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,971 | $305.9 萬 | 0.2% | – | – | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 72,553 | $303.5 萬 | 0.2% | – | – | – |
| SHCRSharecare, Inc. | COM CL A | 1,190,914 | $301.3 萬 | 0.2% | – | – | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 95,218 | $282.2 萬 | 0.2% | – | – | – |