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WEALTHCARE CAPITAL MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
WEALTHCARE CAPITAL MANAGEMENT LLC
报告期 2026-03-31 · CIK 0001516450
持仓数
94
前50大市值合计
$984.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 79 项
建仓 10
增持 41
减持 24
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD TOTAL STOCK MARKET
+$28.2M
1,907,356
-2%
增持
IEF
ISHARES BARCLAYS 7-10 YR TREASURY BOND
+$5.9M
3,286,554
+1%
增持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
+$4.6M
128,230
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+41%
增持
TLH
ISHARES BARCLAYS 10-20 YR TREASURY BOND
+$3.6M
32,459
+312%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX ETF
+$2.7M
1,427,676
+2%
减持
SCHB
SCHWAB US BROAD MARKET ETF
-$2.4M
37,044
-41%
建仓
CXM
SPRINKLER INC
+$2.3M
143,941
建仓
SPTI
SPDR PORTFOLIO INTMDT TERM TRS ETF
+$2.0M
63,769
增持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
+$1.3M
65,829
+37%
增持
ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET
+$1.1M
103,429
+2%
增持
IVV
ISHARES CORE S&P 500
+$936.0K
14,753
+4%
增持
MUB
ISHARES NATIONAL MUNI BOND
+$882.0K
157,683
+4%
建仓
TFI
SPDR NUVEEN BLMBG BARCLAYS MUNI BD ETF
+$850.0K
16,429
建仓
ARCC
ARES CAPITAL CORP
+$632.0K
29,839
清仓
TLT
ISHARES BARCLAYS 20 YR TREASURY BOND
-$623.0K
0
-100%
增持
SCHP
SCHWAB US TIPS
+$574.0K
230,434
+4%
增持
DFAC
DIMENSIONAL US CORE EQUITY 2 ETF
+$457.0K
26,132
+110%
清仓
BRK/B
BERKSHIRE HATHAWAY INC CLASS B
-$356.0K
0
-100%
减持
SHM
SPDR NUVEEN BLMBG BARCLAYS ST MUNBD ETF
-$346.0K
22,157
-24%
建仓
MRGR
PROSHARES MERGER
+$323.0K
7,803
减持
MNA
IQ MERGER ARBITRAGE
-$316.0K
10,002
-49%
清仓
IDNA
ISHARES GENOMICS IMMUNOLOGY AND HEALTHCARE ETF
-$280.0K
0
-100%
建仓
BND
VANGUARD TOTAL BOND MARKET
+$264.0K
3,120
建仓
TIP
ISHARES TIPS BOND
+$258.0K
1,995
建仓
NVDA
NVIDIA CORP
+$257.0K
873
增持
VNQ
VANGUARD REAL ESTATE
+$224.0K
11,394
+6%
减持
AAPL
APPLE INC
+$221.0K
9,529
-8%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$215.0K
5,021
+10%
清仓
BNDX
VANGUARD TOTAL INTERNATIONAL BOND INDEX ETF
-$211.0K
0
-100%
建仓
NOW
SERVICENOW INC
+$210.0K
24
增持
—
WORLD GOLD TRUST SPDR GLD MINISHARES ETF
+$205.0K
64,024
+17%
建仓
GOOG
ALPHABET INC CLASS C
+$200.0K
69
减持
DSI
ISHARES KLD 400 SOCIAL INDEX
+$192.0K
30,635
-4%
减持
HD
HOME DEPOT INC
+$186.0K
2,188
-1%
减持
SCHX
SCHWAB US LARGE CAP ETF
-$178.0K
20,948
-15%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$178.0K
33,670
-0%
增持
SPSM
SPDR PORTFOLIO SMALLCAP
+$171.0K
30,324
+9%
减持
AGG
ISHARES CORE US AGGREGATE BOND ETF
-$167.0K
98,078
-1%
增持
GUNR
FLEXSHARES MS GL UPSTREAM NAT RES IDX
+$165.0K
18,105
+20%
增持
VIG
VANGUARD DIVIDEND APPRECIATION
+$121.0K
3,064
+16%
增持
BKLN
INVESCO SENIOR LOAN
+$114.0K
25,382
+26%
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$108.0K
35,399
-3%
增持
MBB
ISHARES MBS ETF
+$104.0K
14,041
+8%
增持
MSFT
MICROSOFT CORP
+$104.0K
1,887
+0%
增持
HYD
VANECK HIGH YIELD MUNI
+$100.0K
8,239
+24%
增持
MGV
VANGUARD MEGA CAP VAL
+$89.0K
7,216
+4%
增持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY
+$81.0K
33,235
+3%
减持
SCHA
SCHWAB US SMALL CAP ETF
-$80.0K
6,147
-13%
减持
SPTM
SPDR PORTFOLIO TOTAL STOCK MARKET
+$77.0K
35,707
-6%
增持
IVW
ISHARES S&P 500 GROWTH
+$74.0K
6,584
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$68.0K
600
+1%
增持
LQDH
ISHARES INT RATE HEDGED CORPORATE BD
+$63.0K
10,245
+7%
增持
CMBS
ISHARES CMBS ETF
+$63.0K
18,407
+9%
减持
SCHM
SCHWAB US MID CAP
-$62.0K
8,275
-13%
减持
IAU
ISHARES GOLD TRUST
-$58.0K
5,841
-25%
增持
XT
ISHARES EXPONENTIAL TECHNOLOGIES
+$52.0K
8,729
+4%
增持
GOOGL
ALPHABET INC CLASS A
+$51.0K
108
+10%
增持
EFV
ISHARES MSCI EAFE VALUE
+$50.0K
9,784
+12%
增持
GOVT
ISHARES US TREASURY BOND ETF
+$49.0K
10,672
+20%
增持
VONV
VANGUARD RUSSELL 1000 VALUE
+$46.0K
7,058
+2%
减持
SPTL
SPDR PORTFOLIO LONG TERM TREASURY ETF
+$44.0K
72,882
-1%
减持
VWO
VANGUARD FTSE EMERGING MARKETS
-$43.0K
20,063
-3%
增持
VSGX
VANGUARD ESG INTERNATIONAL STOCK ETF
+$38.0K
9,311
+7%
增持
VEA
VANGUARD DEVELOPED MARKETS INDEX FUND ETF
+$37.0K
28,552
+1%
增持
IVE
ISHARES S&P 500 VALUE
+$31.0K
1,497
+7%
增持
SPTS
SPDR BARCLAYS SHORT TERM TREASURY ETF
+$27.0K
135,518
+1%
减持
VOO
VANGUARD S&P 500
+$23.0K
1,286
-6%
减持
MINT
PIMCO ENHANCED SHORT MATURITY
-$22.0K
20,086
-1%
减持
IJJ
ISHARES S&P MID-CAP 400 VALUE
-$18.0K
3,364
-11%
增持
QEFA
SPDR MSCI EAFE QUALITY MIX
+$17.0K
5,840
+2%
增持
AMZN
AMAZON.COM INC
+$16.0K
136
+2%
增持
EWX
SPDR S&P EMERGING MARKETS SMALL CAP
+$15.0K
3,676
+6%
增持
IHAK
ISHARES CYBERSECURITY AND TECH ETF
+$13.0K
6,641
+2%
减持
IWM
ISHARES RUSSELL 2000 ETF
+$11.0K
3,056
-0%
减持
DFAS
DIMENSIONAL US SMALL CAP ETF
+$10.0K
7,554
-2%
增持
META
META PLATFORMS INC
+$7.0K
768
+4%
减持
EFA
ISHARES MSCI EAFE ETF
+$7.0K
11,333
-0%
增持
SCZ
ISHARES MSCI EAFE SMALL CAP INDEX
-$6.0K
9,111
+1%
减持
—
EXXON MOBIL CORPORATION
+$2.0K
4,779
-3%
