WealthPLAN Partners, LLC
- SEC CIK
- 0001639943
- 最新申報
- 2026/7/28
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/10 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 1,323
- 較 2022 年第 4 季 +928
- 總值
- $8.79 億
- 較 2022 年第 4 季 −$5.52 億 (−38.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287515 | EXPANDED TECH | 7 | $2,133 | <0.1% | +7 | 新進 | – |
| GABGabelli Equity Trust Inc | COM | 377 | $2,164 | <0.1% | +377 | 新進 | 歷史 |
| LACLithium Americas Corp. | COM NEW | 100 | $2,176 | <0.1% | +100 | 新進 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 23 | $2,180 | <0.1% | +23 | 新進 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 30 | $2,180 | <0.1% | +30 | 新進 | 歷史 |
| Global X FDS37954Y814 | FINTECH ETF | 105 | $2,186 | <0.1% | +105 | 新進 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 59 | $2,202 | <0.1% | +59 | 新進 | – |
| CNKCinemark Holdings, Inc. | COM | 150 | $2,219 | <0.1% | +150 | 新進 | 歷史 |
| TELTE Connectivity plc | REG SHS | 17 | $2,230 | <0.1% | +17 | 新進 | 歷史 |
| RKTRocket Companies, Inc. | Stock | 250 | $2,265 | <0.1% | +250 | 新進 | 歷史 |
| Alps Clean Energy ETF00162Q460 | ETF | 49 | $2,278 | <0.1% | +49 | 新進 | – |
| TPVGTriplePoint Venture Growth BDC Corp. | COM | 189 | $2,282 | <0.1% | +189 | 新進 | 歷史 |
| FTNTFortinet, Inc. | Stock | 35 | $2,326 | <0.1% | +35 | 新進 | 歷史 |
| GRXGabelli Healthcare & WellnessRx Trust | SHS | 234 | $2,361 | <0.1% | +234 | 新進 | 歷史 |
| iShares U S ETF Tr46431W648 | U.S. TECH INDEPD | 51 | $2,405 | <0.1% | +51 | 新進 | – |
| Innovator ETFs Trust45782C672 | US EQT ULTRA BF | 89 | $2,407 | <0.1% | +89 | 新進 | – |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 38 | $2,415 | <0.1% | +38 | 新進 | – |
| FANGDiamondback Energy, Inc. | Stock | 18 | $2,433 | <0.1% | +18 | 新進 | 歷史 |
| NMMNavios Maritime Partners L.P. | COM UNIT LPI | 103 | $2,484 | <0.1% | +103 | 新進 | 歷史 |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 25 | $2,516 | <0.1% | +25 | 新進 | – |
| MROMarathon Oil Corp | COM | 106 | $2,540 | <0.1% | +106 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E404 | CEF INM COMPSI | 141 | $2,572 | <0.1% | −11,260−98.8% | 減碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 14 | $2,593 | <0.1% | +14 | 新進 | – |
| PXDPioneer Natural Resources Co | COM | 13 | $2,655 | <0.1% | +13 | 新進 | 歷史 |
| First Tr Exchange Traded FD33738R811 | NASDQ SEMCNDTR | 41 | $2,657 | <0.1% | +41 | 新進 | – |
| RBLXRoblox Corp | Stock | 60 | $2,699 | <0.1% | +60 | 新進 | 歷史 |
| AYXAlteryx, Inc. | COM CL A | 46 | $2,707 | <0.1% | +46 | 新進 | 歷史 |
| MAAMid America Apartment Communities Inc. | COM | 18 | $2,719 | <0.1% | +18 | 新進 | 歷史 |
| JJacobs Solutions Inc. | COM | 23 | $2,729 | <0.1% | +23 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V811 | DORSEY WRGT TECH | 21 | $2,746 | <0.1% | +21 | 新進 | – |
| BMEZBlackRock Health Sciences Term Trust | COM SHS | 165 | $2,757 | <0.1% | +165 | 新進 | 歷史 |
| SHAKShake Shack Inc. | CL A | 50 | $2,775 | <0.1% | +50 | 新進 | 歷史 |
| BHKBlackRock Core Bond Trust | SHS BEN INT | 257 | $2,786 | <0.1% | +257 | 新進 | 歷史 |
| MSCIMSCI Inc. | Stock | 5 | $2,798 | <0.1% | +5 | 新進 | 歷史 |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 54 | $2,846 | <0.1% | +54 | 新進 | – |
| RGTRoyce Global Trust, Inc. | COM | 317 | $2,853 | <0.1% | +317 | 新進 | 歷史 |
| COFCapital One Financial Corp | Stock | 30 | $2,885 | <0.1% | +30 | 新進 | 歷史 |
| MMacy's, Inc. | COM | 165 | $2,886 | <0.1% | +165 | 新進 | 歷史 |
| Goldman Sachs ETF Tr381430602 | ACTIVEBETA US | 52 | $2,887 | <0.1% | +52 | 新進 | – |
| BPMCBlueprint Medicines Corp | COM | 65 | $2,924 | <0.1% | +65 | 新進 | 歷史 |
| PTLOPortillo's Inc. | COM CL A | 137 | $2,928 | <0.1% | +137 | 新進 | 歷史 |
| VNOMViper Energy, Inc. | COM UNT RP INT | 105 | $2,934 | <0.1% | +105 | 新進 | 歷史 |
| NXXTNextnrg, Inc. | COM NEW | 10,147 | $2,943 | <0.1% | 00.0% | 不變 | 歷史 |
| TDGTransDigm Group INC | COM | 4 | $2,948 | <0.1% | +4 | 新進 | 歷史 |
| CSGSCSG Systems International Inc | COM | 55 | $2,954 | <0.1% | +55 | 新進 | 歷史 |
| WisdomTree Tr97717Y691 | CLOUD COMPUTNG | 100 | $2,970 | <0.1% | +100 | 新進 | – |
| MFAMfa Financial, Inc. | COM | 300 | $2,976 | <0.1% | +300 | 新進 | 歷史 |
| RFRegions Financial Corp | COM | 161 | $2,988 | <0.1% | +161 | 新進 | 歷史 |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 96 | $2,994 | <0.1% | +96 | 新進 | – |
| BBBLACKBERRY Ltd | COM | 660 | $3,010 | <0.1% | +660 | 新進 | 歷史 |
| TENTsakos Energy Navigation Ltd | SHS | 155 | $3,012 | <0.1% | +155 | 新進 | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 266 | $3,016 | <0.1% | +266 | 新進 | 歷史 |
| BIDUBaidu, Inc. | ADR | 20 | $3,018 | <0.1% | +20 | 新進 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 120 | $3,060 | <0.1% | +120 | 新進 | – |
| LYVLive Nation Entertainment, Inc. | COM | 44 | $3,080 | <0.1% | +44 | 新進 | 歷史 |
| iShares Inc464286525 | MSCI GBL MIN VOL | 32 | $3,096 | <0.1% | +32 | 新進 | – |
| Goldman Sachs ETF Tr381430362 | ACCESS INFLATI | 62 | $3,116 | <0.1% | +62 | 新進 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 34 | $3,131 | <0.1% | +34 | 新進 | – |
| SFLSFL Corp Ltd. | SHS | 330 | $3,135 | <0.1% | +330 | 新進 | 歷史 |
| 2nd Vote FDS81386P108 | 2NDVOTE LIFE NEU | 100 | $3,143 | <0.1% | +100 | 新進 | – |
| CDNSCadence Design Systems Inc | Stock | 15 | $3,151 | <0.1% | +15 | 新進 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 12 | $3,158 | <0.1% | +12 | 新進 | – |
| CNCCentene Corp | Stock | 50 | $3,161 | <0.1% | +50 | 新進 | 歷史 |
| VTNInvesco Trust for Investment Grade New York Municipals | COM | 303 | $3,169 | <0.1% | +303 | 新進 | 歷史 |
| USACUSA Compression Partners, LP | COMUNIT LTDPAR | 150 | $3,170 | <0.1% | +150 | 新進 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 103 | $3,181 | <0.1% | +103 | 新進 | – |
| MBCMasterBrand, Inc. | COMMON STOCK | 400 | $3,216 | <0.1% | +400 | 新進 | 歷史 |
| HLFHerbalife Ltd. | COM SHS | 200 | $3,220 | <0.1% | +200 | 新進 | 歷史 |
| SCDLMP Capital & Income Fund Inc. | COM | 264 | $3,223 | <0.1% | +264 | 新進 | 歷史 |
| PHMPultegroup Inc | COM | 56 | $3,264 | <0.1% | +56 | 新進 | 歷史 |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 40 | $3,288 | <0.1% | +40 | 新進 | – |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 16 | $3,338 | <0.1% | +16 | 新進 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 45 | $3,362 | <0.1% | +45 | 新進 | – |
| PINSPinterest, Inc. | CL A | 124 | $3,381 | <0.1% | +124 | 新進 | 歷史 |
| 2nd Vote FDS81386P306 | 2ND VOTE SOCIETY | 100 | $3,409 | <0.1% | +100 | 新進 | – |
| CMGChipotle Mexican Grill Inc | COM | 2 | $3,417 | <0.1% | +2 | 新進 | 歷史 |
| PFSProvident Financial Services Inc | COM | 181 | $3,472 | <0.1% | +181 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E651 | GLOBAL WATER | 100 | $3,498 | <0.1% | +100 | 新進 | – |
| GXOGXO Logistics, Inc. | Stock | 70 | $3,532 | <0.1% | +70 | 新進 | 歷史 |
| UIUbiquiti Inc. | COM | 13 | $3,532 | <0.1% | +13 | 新進 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 18 | $3,595 | <0.1% | +18 | 新進 | 歷史 |
| Listed FD Tr53656F789 | ROUNDHILL SPORTS | 221 | $3,595 | <0.1% | +221 | 新進 | – |
| TDOCTeladoc Health, Inc. | COM | 141 | $3,652 | <0.1% | +141 | 新進 | 歷史 |
| PHParker-Hannifin Corp | Stock | 11 | $3,697 | <0.1% | +11 | 新進 | 歷史 |
| COKECoca-Cola Consolidated, Inc. | COM | 7 | $3,751 | <0.1% | +7 | 新進 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 32 | $3,818 | <0.1% | +32 | 新進 | 歷史 |
| OGEOGE Energy Corp. | COM | 104 | $3,914 | <0.1% | +104 | 新進 | 歷史 |
| HRHealthcare Realty Trust Inc | CL A COM | 205 | $3,963 | <0.1% | +205 | 新進 | 歷史 |
| MATMattel Inc | COM | 216 | $3,977 | <0.1% | +216 | 新進 | 歷史 |
| Sprott ETF Trust85210B102 | GOLD MINERS ETF | 144 | $4,067 | <0.1% | +144 | 新進 | – |
| OGSONE Gas, Inc. | COM | 52 | $4,120 | <0.1% | +52 | 新進 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 33 | $4,210 | <0.1% | +33 | 新進 | – |
| MCBMetropolitan Bank Holding Corp. | COM | 125 | $4,236 | <0.1% | +125 | 新進 | 歷史 |
| MTWManitowoc Co Inc | COM NEW | 250 | $4,273 | <0.1% | +250 | 新進 | 歷史 |
| AVXLAnavex Life Sciences Corp. | COM NEW | 500 | $4,285 | <0.1% | +500 | 新進 | 歷史 |
| EVRIEveri Holdings Inc. | COM | 250 | $4,288 | <0.1% | +250 | 新進 | 歷史 |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 65 | $4,316 | <0.1% | +65 | 新進 | – |
| Shaw Communications Inc82028K200 | CL B CONV | 145 | $4,337 | <0.1% | +145 | 新進 | – |
| DBIDesigner Brands Inc. | CL A | 500 | $4,370 | <0.1% | +500 | 新進 | 歷史 |
| BFKBlackRock Municipal Income Trust | SH BEN INT | 430 | $4,390 | <0.1% | +430 | 新進 | 歷史 |
2022 年第 4 季之後清倉（13 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 79,592 | $345.4 萬 | 0.2% | – |
| SHCRSharecare, Inc. | COM CL A | 1,190,914 | $301.3 萬 | 0.2% | 歷史 |
| ZLABZai Lab Ltd | ADR | 39,393 | $149.7 萬 | 0.1% | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 17,560 | $60.2 萬 | <0.1% | – |
| XYLXylem Inc. | COM | 3,793 | $40.7 萬 | <0.1% | 歷史 |
| ZMZoom Communications, Inc. | Stock | 4,859 | $37.9 萬 | <0.1% | 歷史 |
| CHPTChargePoint Holdings, Inc. | COM CL A | 29,696 | $36.1 萬 | <0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 8,931 | $28.5 萬 | <0.1% | – |
| Siren ETF Tr829658301 | DIVCN LDRS ETF | 5,294 | $28.5 萬 | <0.1% | – |
| VLYValley National Bancorp | COM | 22,964 | $28.3 萬 | <0.1% | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,190 | $27.8 萬 | <0.1% | 歷史 |
| GPPGreen Plains Partners LP | COM REP PTR IN | 18,812 | $24.6 萬 | <0.1% | 歷史 |
| BBDCBarings BDC, Inc. | COM | 15,431 | $13.4 萬 | <0.1% | 歷史 |