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 |
|---|---|---|---|---|---|---|---|
| BXBlackstone Inc. | COM | 29,052 | $281.1 萬 | 0.2% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 6,554 | $279.7 萬 | 0.2% | – | – | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 58,519 | $271.1 萬 | 0.2% | – | – | – |
| ADBEAdobe Inc. | Stock | 7,130 | $269.4 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 61,234 | $259.1 萬 | 0.2% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 4,455 | $254.6 萬 | 0.2% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 30,370 | $253.3 萬 | 0.2% | – | – | 歷史 |
| BKEBuckle Inc | COM | 56,720 | $245.8 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 15,902 | $242.3 萬 | 0.2% | – | – | – |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 136,550 | $238.3 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,632 | $232.4 萬 | 0.2% | – | – | 歷史 |
| WisdomTree Tr97717W802 | ITL HIGH DIV FD | 58,993 | $229.0 萬 | 0.2% | – | – | – |
| Innovator ETFs Trust45783Y848 | US EQTY ACCELRT9 | 93,597 | $228.4 萬 | 0.2% | – | – | – |
| MCDMcDonalds Corp | Stock | 8,157 | $217.5 萬 | 0.2% | – | – | 歷史 |
| Simplify US Eq Plus GBTC ETF82889N848 | ETP | 96,139 | $215.5 萬 | 0.2% | – | – | – |
| FMCFMC Corp | COM NEW | 16,508 | $212.4 萬 | 0.1% | – | – | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 42,043 | $208.3 萬 | 0.1% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 22,453 | $206.0 萬 | 0.1% | – | – | – |
| PNCPNC Financial Services Group, Inc. | Stock | 12,596 | $203.0 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 8,954 | $202.5 萬 | 0.1% | – | – | – |
| ETF Ser Solutions26922B873 | DEFIANCE HTL AIR | 101,396 | $199.5 萬 | 0.1% | – | – | – |
| BABoeing Co | Stock | 8,817 | $192.6 萬 | 0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 7,830 | $191.3 萬 | 0.1% | – | – | 歷史 |
| AMNAmn Healthcare Services Inc | COM | 20,250 | $190.5 萬 | 0.1% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 8,346 | $190.3 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 18,120 | $188.5 萬 | 0.1% | – | – | – |
| Lattice Strategies Tr518416102 | HARTFORD MLT ETF | 71,353 | $188.4 萬 | 0.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 8,169 | $187.6 萬 | 0.1% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 10,812 | $186.6 萬 | 0.1% | – | – | 歷史 |
| FSCOFS Credit Opportunities Corp. | COMMON STOCK | 384,565 | $185.7 萬 | 0.1% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 38,402 | $182.1 萬 | 0.1% | – | – | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 20,263 | $180.7 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 39,096 | $178.2 萬 | 0.1% | – | – | – |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 46,278 | $175.8 萬 | 0.1% | – | – | – |
| WFCWells Fargo & Company | Stock | 35,767 | $173.5 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 33,813 | $167.8 萬 | 0.1% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 32,162 | $157.3 萬 | 0.1% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 11,732 | $155.8 萬 | 0.1% | – | – | – |
| DALDelta Air Lines, Inc. | COM NEW | 39,155 | $153.1 萬 | 0.1% | – | – | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 10,168 | $151.3 萬 | 0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 51,856 | $150.9 萬 | 0.1% | – | – | – |
| ZLABZai Lab Ltd | ADR | 39,393 | $149.7 萬 | 0.1% | – | – | 歷史 |
| DEDeere & Co | Stock | 3,526 | $144.3 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 35,317 | $143.5 萬 | 0.1% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 22,614 | $142.7 萬 | 0.1% | – | – | – |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 44,107 | $142.4 萬 | 0.1% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 15,467 | $141.5 萬 | 0.1% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 27,659 | $141.3 萬 | 0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 9,714 | $141.3 萬 | 0.1% | – | – | 歷史 |
| First Tr Exch TRD Alphdx FD33737J182 | EMERG MKT ALPH | 65,219 | $139.4 萬 | 0.1% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 6,116 | $137.4 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,131 | $136.7 萬 | 0.1% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 9,151 | $136.3 萬 | 0.1% | – | – | – |
| BRSPBrightSpire Capital, Inc. | COM CL A | 181,638 | $135.1 萬 | 0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 5,562 | $134.1 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,225 | $132.9 萬 | 0.1% | – | – | 歷史 |
| WERNWerner Enterprises Inc | COM | 28,122 | $132.7 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288588 | MBS ETF | 13,912 | $130.8 萬 | 0.1% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 14,812 | $130.3 萬 | 0.1% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 24,851 | $130.0 萬 | 0.1% | – | – | – |
| LLYEli Lilly & Co | Stock | 3,692 | $128.3 萬 | 0.1% | – | – | 歷史 |
| GDVGabelli Dividend & Income Trust | COM | 57,219 | $126.5 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 3,912 | $124.6 萬 | 0.1% | – | – | 歷史 |
| ARCCAres Capital Corp | CEF | 63,054 | $123.6 萬 | 0.1% | – | – | 歷史 |
| BXCBlueLinx Holdings Inc. | COM NEW | 13,158 | $117.4 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 7,609 | $115.8 萬 | 0.1% | – | – | – |
| NFLXNetflix Inc | Stock | 3,151 | $113.4 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,723 | $111.5 萬 | 0.1% | – | – | – |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 9,695 | $108.4 萬 | 0.1% | – | – | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 37,686 | $108.3 萬 | 0.1% | – | – | – |
| ANAutonation, Inc. | COM | 7,600 | $106.5 萬 | 0.1% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 4,435 | $104.3 萬 | 0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 9,642 | $104.1 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 21,717 | $101.7 萬 | 0.1% | – | – | – |
| Innovator ETFs Trust45782C326 | US EQTY BUFR MAY | 33,129 | $101.1 萬 | 0.1% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 10,850 | $100.3 萬 | 0.1% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 10,725 | $99.6 萬 | 0.1% | – | – | – |
| MAINMain Street Capital CORP | CEF | 24,329 | $96.5 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 12,937 | $94.1 萬 | 0.1% | – | – | – |
| Aim ETF Products Trust00888H794 | ALLIANZIM US EQT | 36,640 | $93.5 萬 | 0.1% | – | – | – |
| BACBank of America Corp | Stock | 25,941 | $92.4 萬 | 0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 73,316 | $91.5 萬 | 0.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 6,498 | $90.5 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,589 | $89.9 萬 | 0.1% | – | – | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 11,534 | $86.5 萬 | 0.1% | – | – | – |
| CINFCincinnati Financial Corp | COM | 6,750 | $84.9 萬 | 0.1% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 6,699 | $83.8 萬 | 0.1% | – | – | – |
| TAT&T Inc. | Stock | 43,164 | $82.7 萬 | 0.1% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 9,017 | $81.6 萬 | 0.1% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 8,201 | $81.6 萬 | 0.1% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 16,677 | $81.4 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,400 | $81.3 萬 | 0.1% | – | – | – |
| USBUS Bancorp DE | COM NEW | 16,458 | $80.9 萬 | 0.1% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 8,171 | $80.4 萬 | 0.1% | – | – | – |
| BPBP PLC | ADR | 19,525 | $80.1 萬 | 0.1% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 17,652 | $79.6 萬 | 0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 9,155 | $78.8 萬 | 0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,593 | $78.5 萬 | 0.1% | – | – | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 27,159 | $77.6 萬 | 0.1% | – | – | – |
| WisdomTree Tr97717W844 | GLOB EX US QU FD | 21,935 | $77.4 萬 | 0.1% | – | – | – |