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 |
|---|---|---|---|---|---|---|---|
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 894 | $2.07 萬 | <0.1% | +894 | 新進 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 524 | $2.07 萬 | <0.1% | +524 | 新進 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 404 | $2.08 萬 | <0.1% | +404 | 新進 | – |
| iShares Tr464288752 | US HOME CONS ETF | 296 | $2.08 萬 | <0.1% | +296 | 新進 | – |
| UAUnder Armour, Inc. | CL C | 2,455 | $2.09 萬 | <0.1% | +2,455 | 新進 | 歷史 |
| Innovator U.S. Equity Ultra Buffer ETF - January45782C300 | ETF | 675 | $2.10 萬 | <0.1% | +675 | 新進 | – |
| TRTNTriton International Ltd | CL A | 333 | $2.11 萬 | <0.1% | +333 | 新進 | 歷史 |
| Innovator ETFs Trust45782C292 | US EQT ULTRA BF | 789 | $2.11 萬 | <0.1% | +789 | 新進 | – |
| BIIBBiogen Inc. | COM | 77 | $2.14 萬 | <0.1% | +77 | 新進 | 歷史 |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 282 | $2.15 萬 | <0.1% | +282 | 新進 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 258 | $2.15 萬 | <0.1% | −3,466−93.1% | 減碼 | 歷史 |
| iShares U.S. Regional Banks ETF464288778 | ETF | 600 | $2.15 萬 | <0.1% | +600 | 新進 | – |
| BSTBlackRock Science & Technology Trust | SHS | 666 | $2.15 萬 | <0.1% | +666 | 新進 | 歷史 |
| iShares U S ETF Tr46431W606 | IT RT HDG HGYL | 262 | $2.17 萬 | <0.1% | +262 | 新進 | – |
| AZPNAspen Technology, Inc. | COM | 95 | $2.17 萬 | <0.1% | +95 | 新進 | 歷史 |
| SNYSanofi | SPONSORED ADR | 400 | $2.18 萬 | <0.1% | +400 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33734X200 | DJ GLBL DIVID | 985 | $2.18 萬 | <0.1% | +985 | 新進 | – |
| RPMRPM International Inc | COM | 251 | $2.19 萬 | <0.1% | +251 | 新進 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 265 | $2.19 萬 | <0.1% | −6,938−96.3% | 減碼 | 歷史 |
| SPRSpirit AeroSystems Holdings, Inc. | COM CL A | 641 | $2.21 萬 | <0.1% | +641 | 新進 | 歷史 |
| Franklin Templeton ETF Tr35473P595 | SENIOR LOAN ETF | 939 | $2.24 萬 | <0.1% | +939 | 新進 | – |
| Vanguard Health Care ETF92204A504 | ETF | 95 | $2.26 萬 | <0.1% | +95 | 新進 | – |
| UPWKUpwork, Inc | COM | 2,000 | $2.26 萬 | <0.1% | +2,000 | 新進 | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 199 | $2.27 萬 | <0.1% | +199 | 新進 | – |
| PIIPolaris Inc. | Stock | 207 | $2.29 萬 | <0.1% | −4,779−95.8% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 2,707 | $2.29 萬 | <0.1% | +2,707 | 新進 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 174 | $2.30 萬 | <0.1% | +174 | 新進 | – |
| HIGHartford Insurance Group, Inc. | Stock | 333 | $2.32 萬 | <0.1% | +333 | 新進 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 400 | $2.35 萬 | <0.1% | +400 | 新進 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 260 | $2.36 萬 | <0.1% | +260 | 新進 | 歷史 |
| TDToronto Dominion Bank | Stock | 400 | $2.40 萬 | <0.1% | +400 | 新進 | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 472 | $2.40 萬 | <0.1% | +472 | 新進 | – |
| Alps ETF Tr00162Q387 | OSHARES US QUALT | 571 | $2.41 萬 | <0.1% | +571 | 新進 | – |
| NFENew Fortress Energy Inc. | COM CL A | 823 | $2.42 萬 | <0.1% | +823 | 新進 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 302 | $2.42 萬 | <0.1% | +302 | 新進 | – |
| MDUMdu Resources Group Inc | Stock | 807 | $2.46 萬 | <0.1% | +807 | 新進 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 952 | $2.47 萬 | <0.1% | +952 | 新進 | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 417 | $2.47 萬 | <0.1% | +417 | 新進 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 108 | $2.48 萬 | <0.1% | +108 | 新進 | 歷史 |
| KHCKraft Heinz Co | Stock | 641 | $2.48 萬 | <0.1% | +641 | 新進 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 570 | $2.49 萬 | <0.1% | +570 | 新進 | 歷史 |
| OSKOshkosh Corp | COM | 300 | $2.50 萬 | <0.1% | +300 | 新進 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 980 | $2.50 萬 | <0.1% | +980 | 新進 | 歷史 |
| CECelanese Corp | Stock | 231 | $2.52 萬 | <0.1% | +231 | 新進 | 歷史 |
| SPDR Ser Tr78468R648 | S&P KENSHO NEW | 592 | $2.53 萬 | <0.1% | +592 | 新進 | – |
| IIPRInnovative Industrial Properties Inc | COM | 334 | $2.54 萬 | <0.1% | +334 | 新進 | 歷史 |
| Goldman Sachs ETF Tr381430123 | MARKETBETA US EQ | 457 | $2.55 萬 | <0.1% | +457 | 新進 | – |
| VMWVmware LLC | CL A COM | 205 | $2.55 萬 | <0.1% | +205 | 新進 | 歷史 |
| MKLMarkel Group Inc. | COM | 20 | $2.55 萬 | <0.1% | −255−92.7% | 減碼 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 499 | $2.58 萬 | <0.1% | +499 | 新進 | – |
| SQFTPresidio Property Trust, Inc. | COM CL A | 25,652 | $2.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 241 | $2.65 萬 | <0.1% | +241 | 新進 | – |
| VRTVVeritiv Corp | COM | 197 | $2.66 萬 | <0.1% | +197 | 新進 | 歷史 |
| NIONIO Inc. | ADR | 2,540 | $2.67 萬 | <0.1% | +2,540 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 730 | $2.69 萬 | <0.1% | +730 | 新進 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 175 | $2.70 萬 | <0.1% | +175 | 新進 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 209 | $2.70 萬 | <0.1% | +209 | 新進 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 146 | $2.73 萬 | <0.1% | +146 | 新進 | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 939 | $2.74 萬 | <0.1% | −8,649−90.2% | 減碼 | – |
| TSNTyson Foods, Inc. | Stock | 463 | $2.75 萬 | <0.1% | −4,629−90.9% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 1,579 | $2.76 萬 | <0.1% | +1,579 | 新進 | – |
| U.S. Global Jets ETF26922A842 | ETF | 1,503 | $2.80 萬 | <0.1% | +1,503 | 新進 | – |
| Strategy Shares Nasdaq 7HANDL Index ETF86280R506 | ETF | 1,387 | $2.81 萬 | <0.1% | +1,387 | 新進 | – |
| iShares Tr46436E502 | US TECH BRKTHR | 846 | $2.81 萬 | <0.1% | +846 | 新進 | – |
| BROSDutch Bros Inc. | CL A | 900 | $2.85 萬 | <0.1% | +900 | 新進 | 歷史 |
| SRESempra | Stock | 189 | $2.86 萬 | <0.1% | +189 | 新進 | 歷史 |
| ASHAshland Inc. | COM | 279 | $2.87 萬 | <0.1% | +279 | 新進 | 歷史 |
| OKEONEOK Inc | COM | 453 | $2.88 萬 | <0.1% | +453 | 新進 | 歷史 |
| CARRCarrier Global Corp | Stock | 631 | $2.89 萬 | <0.1% | +631 | 新進 | 歷史 |
| EAElectronic Arts Inc. | COM | 240 | $2.89 萬 | <0.1% | +240 | 新進 | 歷史 |
| Innovator ETFs Tr45783Y830 | US EQTY ACCELRTD | 1,275 | $2.91 萬 | <0.1% | +1,275 | 新進 | – |
| PIPRPiper Sandler Companies | COM | 212 | $2.94 萬 | <0.1% | +212 | 新進 | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 414 | $2.95 萬 | <0.1% | +414 | 新進 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 507 | $2.97 萬 | <0.1% | +507 | 新進 | – |
| AERAerCap Holdings N.V. | SHS | 533 | $3.00 萬 | <0.1% | +533 | 新進 | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 718 | $3.01 萬 | <0.1% | +718 | 新進 | 歷史 |
| APTVAptiv PLC | SHS | 269 | $3.02 萬 | <0.1% | +269 | 新進 | 歷史 |
| PKGPackaging Corp of America | Stock | 219 | $3.04 萬 | <0.1% | +219 | 新進 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 124 | $3.06 萬 | <0.1% | +124 | 新進 | 歷史 |
| VMIValmont Industries Inc | COM | 96 | $3.07 萬 | <0.1% | −26,221−99.6% | 減碼 | 歷史 |
| SFIXStitch Fix, Inc. | Stock | 6,000 | $3.07 萬 | <0.1% | +6,000 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 1,152 | $3.07 萬 | <0.1% | +1,152 | 新進 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 607 | $3.07 萬 | <0.1% | +607 | 新進 | – |
| Cambria ETF Tr132061706 | EMRG SHAREHLDR | 1,079 | $3.07 萬 | <0.1% | −12,984−92.3% | 減碼 | – |
| RMBSRambus Inc | COM | 600 | $3.08 萬 | <0.1% | +600 | 新進 | 歷史 |
| OLEDUniversal Display Corp | COM | 200 | $3.10 萬 | <0.1% | +200 | 新進 | 歷史 |
| DHIHorton D R Inc | COM | 319 | $3.12 萬 | <0.1% | +319 | 新進 | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 2,314 | $3.14 萬 | <0.1% | +2,314 | 新進 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 580 | $3.16 萬 | <0.1% | +580 | 新進 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 402 | $3.25 萬 | <0.1% | +402 | 新進 | – |
| URIUnited Rentals, Inc. | COM | 82 | $3.25 萬 | <0.1% | +82 | 新進 | 歷史 |
| LGIHLGI Homes, Inc. | COM | 285 | $3.25 萬 | <0.1% | +285 | 新進 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 263 | $3.27 萬 | <0.1% | +263 | 新進 | 歷史 |
| SCSSteelcase Inc | CL A | 3,913 | $3.29 萬 | <0.1% | −7,977−67.1% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 654 | $3.30 萬 | <0.1% | +654 | 新進 | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 693 | $3.32 萬 | <0.1% | +693 | 新進 | – |
| QGENQiagen N.V. | SHS NEW | 722 | $3.32 萬 | <0.1% | +722 | 新進 | 歷史 |
| TTTrane Technologies plc | SHS | 182 | $3.35 萬 | <0.1% | +182 | 新進 | 歷史 |
| INTUIntuit Inc. | Stock | 77 | $3.43 萬 | <0.1% | +77 | 新進 | 歷史 |
| QQQXNuveen NASDAQ 100 Dynamic Overwrite Fund | COM SHS | 1,436 | $3.44 萬 | <0.1% | +1,436 | 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 |