WealthPlan Investment Management, LLC 13F 持仓 · 2026年Q2
WealthPlan Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 473 只证券，申报市值合计 20.14 亿美元。前几大持仓：IVV（5.55%）、AAPL（5.37%）、VTI（2.80%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $111.8M | 5.55% | 149,301 | 增持 |
| 2 | AAPL | APPLE INC | $108.2M | 5.37% | 373,764 | 减持 |
| 3 | VTI | VANGUARD INDEX FDS | $56.3M | 2.80% | 152,268 | 减持 |
| 4 | NVDA | NVIDIA CORPORATION | $52.5M | 2.61% | 262,484 | 减持 |
| 5 | BFLB | EA SERIES TRUST | $51.4M | 2.55% | 944,860 | 减持 |
| 6 | IEMG | ISHARES INC | $47.7M | 2.37% | 576,229 | 增持 |
| 7 | EPS | WISDOMTREE TR | $40.2M | 1.99% | 516,386 | 增持 |
| 8 | JIRE | J P MORGAN EXCHANGE TRADED F | $36.0M | 1.79% | 436,465 | 增持 |
| 9 | MSFT | MICROSOFT CORP | $33.8M | 1.68% | 90,642 | 增持 |
| 10 | GOOGL | ALPHABET INC | $31.8M | 1.58% | 88,859 | 减持 |
| 11 | AGG | ISHARES TR | $30.3M | 1.50% | 305,978 | 增持 |
| 12 | JAVA | J P MORGAN EXCHANGE TRADED F | $30.2M | 1.50% | 380,934 | 增持 |
| 13 | GOOG | ALPHABET INC | $28.4M | 1.41% | 80,454 | 减持 |
| 14 | SCHF | SCHWAB STRATEGIC TR | $28.3M | 1.40% | 1.0M | 增持 |
| 15 | JCPB | J P MORGAN EXCHANGE TRADED F | $27.3M | 1.36% | 581,531 | 增持 |
| 16 | MINT | PIMCO ETF TR | $26.3M | 1.31% | 260,708 | 增持 |
| 17 | JGRO | J P MORGAN EXCHANGE TRADED F | $26.2M | 1.30% | 265,976 | 增持 |
| 18 | SPAB | SPDR SERIES TRUST | $25.3M | 1.25% | 990,074 | 增持 |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $24.3M | 1.21% | 48,597 | 减持 |
| 20 | IVE | ISHARES TR | $23.8M | 1.18% | 104,898 | 增持 |
| 21 | META | META PLATFORMS INC | $23.1M | 1.15% | 40,971 | 减持 |
| 22 | IEFA | ISHARES TR | $22.0M | 1.09% | 227,669 | 增持 |
| 23 | AGGY | WISDOMTREE TR | $21.2M | 1.05% | 487,680 | 减持 |
| 24 | AMZN | AMAZON COM INC | $20.6M | 1.02% | 86,348 | 增持 |
| 25 | DGRO | ISHARES TR | $20.1M | 1.00% | 265,749 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR