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 |
|---|---|---|---|---|---|---|---|
| Ea Series Trust02072L599 | STRI 1000 VA ETF | 13,184 | $34.6 萬 | <0.1% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,542 | $35.1 萬 | <0.1% | – | – | – |
| ALBAlbemarle Corp | Stock | 1,303 | $35.3 萬 | <0.1% | – | – | 歷史 |
| CHPTChargePoint Holdings, Inc. | COM CL A | 29,696 | $36.1 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 4,816 | $36.1 萬 | <0.1% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 1,935 | $36.1 萬 | <0.1% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,899 | $36.5 萬 | <0.1% | – | – | – |
| COPConocoPhillips | Stock | 3,259 | $37.0 萬 | <0.1% | – | – | 歷史 |
| MKLMarkel Group Inc. | COM | 275 | $37.1 萬 | <0.1% | – | – | 歷史 |
| ZMZoom Communications, Inc. | Stock | 4,859 | $37.9 萬 | <0.1% | – | – | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 16,790 | $38.5 萬 | <0.1% | – | – | – |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 15,093 | $39.0 萬 | <0.1% | – | – | – |
| Invesco Actively Managed Exc46090A879 | VAR RATE INVT | 15,666 | $39.2 萬 | <0.1% | – | – | – |
| RTXRTX Corp | Stock | 3,901 | $39.5 萬 | <0.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 2,992 | $39.6 萬 | <0.1% | – | – | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 7,927 | $40.3 萬 | <0.1% | – | – | 歷史 |
| XYLXylem Inc. | COM | 3,793 | $40.7 萬 | <0.1% | – | – | 歷史 |
| Cambria ETF Tr132061706 | EMRG SHAREHLDR | 14,063 | $40.9 萬 | <0.1% | – | – | – |
| GMGeneral Motors Co | COM | 9,702 | $41.2 萬 | <0.1% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 862 | $42.0 萬 | <0.1% | – | – | 歷史 |
| HRLHormel Foods Corp | COM | 9,361 | $42.1 萬 | <0.1% | – | – | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,474 | $43.2 萬 | <0.1% | – | – | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 5,679 | $43.3 萬 | <0.1% | – | – | – |
| Northern LTS FD Tr IV66538H278 | MAIN THEMATC IN | 30,617 | $43.6 萬 | <0.1% | – | – | – |
| Ea Series Trust02072L615 | STRIVE 1000 GRWT | 15,864 | $43.9 萬 | <0.1% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 4,100 | $44.1 萬 | <0.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 9,373 | $44.7 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,546 | $45.0 萬 | <0.1% | – | – | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 4,069 | $46.4 萬 | <0.1% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 7,357 | $46.5 萬 | <0.1% | – | – | – |
| WMSAdvanced Drainage Systems, Inc. | COM | 5,000 | $46.6 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 5,172 | $47.6 萬 | <0.1% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 3,286 | $47.6 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,145 | $47.7 萬 | <0.1% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 10,192 | $47.8 萬 | <0.1% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,352 | $48.1 萬 | <0.1% | – | – | – |
| ETF Ser Solutions26922A453 | CLEARSHS ULTRA | 4,794 | $48.1 萬 | <0.1% | – | – | – |
| SUNSunoco LP | COM UT REP LP | 10,276 | $48.4 萬 | <0.1% | – | – | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,037 | $48.5 萬 | <0.1% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 4,680 | $48.8 萬 | <0.1% | – | – | 歷史 |
| Innovator ETFs Trust45783Y103 | US EQUITY ACCELE | 19,191 | $49.5 萬 | <0.1% | – | – | – |
| Northern LTS FD Tr IV66538H179 | MAIN BUYWRITE | 37,700 | $50.1 萬 | <0.1% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 4,690 | $50.6 萬 | <0.1% | – | – | – |
| iShares Tr464289859 | CORE 80 20 ETF | 7,964 | $50.9 萬 | <0.1% | – | – | – |
| ProShares Tr74347R248 | LARGE CAP CRE | 10,361 | $51.1 萬 | <0.1% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,215 | $51.3 萬 | <0.1% | – | – | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 16,871 | $52.3 萬 | <0.1% | – | – | – |
| ISRGIntuitive Surgical Inc | COM NEW | 2,173 | $52.4 萬 | <0.1% | – | – | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 5,708 | $52.5 萬 | <0.1% | – | – | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 19,535 | $52.7 萬 | <0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E446 | PURBETA US AGG | 23,975 | $52.8 萬 | <0.1% | – | – | – |
| PSAPublic Storage | COM | 1,800 | $54.2 萬 | <0.1% | – | – | 歷史 |
| CAGConagra Brands Inc. | Stock | 15,293 | $55.1 萬 | <0.1% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 7,203 | $55.2 萬 | <0.1% | – | – | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 22,296 | $56.0 萬 | <0.1% | – | – | – |
| iShares Core High Dividend ETF46429B663 | ETF | 5,366 | $56.4 萬 | <0.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,510 | $57.3 萬 | <0.1% | – | – | – |
| XYZBlock, Inc. | CL A | 7,377 | $58.1 萬 | <0.1% | – | – | 歷史 |
| PIIPolaris Inc. | Stock | 4,986 | $58.6 萬 | <0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 7,790 | $58.9 萬 | <0.1% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 11,875 | $59.7 萬 | <0.1% | – | – | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 6,000 | $59.9 萬 | <0.1% | – | – | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 17,560 | $60.2 萬 | <0.1% | – | – | – |
| NEENextera Energy Inc | Stock | 7,929 | $60.3 萬 | <0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 15,543 | $60.7 萬 | <0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 14,529 | $61.0 萬 | <0.1% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 4,505 | $61.3 萬 | <0.1% | – | – | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 6,601 | $61.6 萬 | <0.1% | – | – | – |
| FFord Motor Co | Stock | 47,565 | $61.7 萬 | <0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 5,757 | $62.0 萬 | <0.1% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 11,448 | $62.0 萬 | <0.1% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 9,525 | $62.5 萬 | <0.1% | – | – | 歷史 |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 7,433 | $63.6 萬 | <0.1% | – | – | – |
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 21,200 | $63.8 萬 | <0.1% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 7,393 | $64.7 萬 | <0.1% | – | – | – |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 19,361 | $65.1 萬 | <0.1% | – | – | – |
| FDXFedEx Corp | Stock | 3,084 | $65.6 萬 | <0.1% | – | – | 歷史 |
| DOWDow Inc. | Stock | 11,011 | $65.8 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46434V647 | GLOBAL REIT ETF | 26,923 | $66.2 萬 | <0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 4,048 | $66.4 萬 | <0.1% | – | – | – |
| KOCoca Cola Co | Stock | 11,275 | $67.2 萬 | <0.1% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F854 | FT VEST U.S. | 20,984 | $67.9 萬 | <0.1% | – | – | – |
| BALLBALL Corp | COM | 12,089 | $68.8 萬 | <0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 3,425 | $68.8 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 8,157 | $70.3 萬 | <0.1% | – | – | – |
| Innovator ETFs Tr45782C136 | DOUBLE STACKR 9 | 26,641 | $70.8 萬 | <0.1% | – | – | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 6,363 | $71.2 萬 | <0.1% | – | – | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 31,298 | $71.5 萬 | <0.1% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 14,261 | $71.5 萬 | <0.1% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 10,242 | $74.0 萬 | 0.1% | – | – | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 19,933 | $74.9 萬 | 0.1% | – | – | 歷史 |
| LWLamb Weston Holdings, Inc. | Stock | 7,562 | $75.1 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 22,745 | $75.4 萬 | 0.1% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 8,395 | $75.6 萬 | 0.1% | – | – | – |
| GOLFAcushnet Holdings Corp. | COM | 15,559 | $77.4 萬 | 0.1% | – | – | 歷史 |
| WisdomTree Tr97717W844 | GLOB EX US QU FD | 21,935 | $77.4 萬 | 0.1% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 27,159 | $77.6 萬 | 0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,593 | $78.5 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 9,155 | $78.8 萬 | 0.1% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 17,652 | $79.6 萬 | 0.1% | – | – | – |