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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 85 项
建仓 9
增持 42
减持 20
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD TOTAL STOCK MARKET
-$27.7M
1,906,292
-0%
增持
IEF
ISHARES BARCLAYS 7-10 YR TREASURY BOND
-$9.9M
3,434,134
+4%
减持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
-$4.3M
99,037
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。
-23%
减持
TLH
ISHARES BARCLAYS 10-20 YR TREASURY BOND
-$3.5M
9,631
-70%
减持
MUB
ISHARES NATIONAL MUNI BOND
-$2.8M
142,524
-10%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX ETF
-$2.6M
1,479,539
+4%
清仓
CXM
SPRINKLER INC
-$2.3M
0
-100%
清仓
SPTI
SPDR PORTFOLIO INTMDT TERM TRS ETF
-$2.0M
0
-100%
清仓
MINT
PIMCO ENHANCED SHORT MATURITY
-$2.0M
0
-100%
增持
TFI
SPDR NUVEEN BLMBG BARCLAYS MUNI BD ETF
+$1.9M
57,612
+251%
减持
SCHP
SCHWAB US TIPS
-$1.7M
210,450
-9%
减持
AGG
ISHARES CORE US AGGREGATE BOND ETF
-$1.2M
93,324
-5%
清仓
—
WORLD GOLD TRUST SPDR GLD MINISHARES ETF
-$1.2M
0
-100%
减持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
-$1.1M
53,082
-19%
减持
IVV
ISHARES CORE S&P 500
-$839.0K
13,661
-7%
清仓
DFAC
DIMENSIONAL US CORE EQUITY 2 ETF
-$787.0K
0
-100%
增持
SCZ
ISHARES MSCI EAFE SMALL CAP INDEX
+$749.0K
21,328
+134%
增持
AAPL
APPLE INC
+$581.0K
13,020
+37%
增持
MSFT
MICROSOFT CORP
+$530.0K
3,779
+100%
清仓
DFAS
DIMENSIONAL US SMALL CAP ETF
-$453.0K
0
-100%
建仓
TSLA
TESLA INC
+$407.0K
378
增持
VONV
VANGUARD RUSSELL 1000 VALUE
+$400.0K
12,637
+79%
减持
IWV
ISHARES RUSSELL 3000 ETF
-$383.0K
12,117
-6%
清仓
IJJ
ISHARES S&P MID-CAP 400 VALUE
-$372.0K
0
-100%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$371.0K
42,376
+26%
增持
SCHB
SCHWAB US BROAD MARKET ETF
-$344.0K
71,967
+94%
增持
AMZN
AMAZON.COM INC
+$333.0K
241
+77%
清仓
MRGR
PROSHARES MERGER
-$323.0K
0
-100%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$315.0K
1,779
-42%
减持
EFA
ISHARES MSCI EAFE ETF
-$311.0K
7,896
-30%
增持
VWO
VANGUARD FTSE EMERGING MARKETS
+$303.0K
28,077
+40%
增持
ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET
-$301.0K
106,635
+3%
建仓
BRK/B
BERKSHIRE HATHAWAY INC CLASS B
+$298.0K
845
清仓
IJK
ISHARES S&P MID CAP 400 GROWTH ETF
-$293.0K
0
-100%
清仓
GOVT
ISHARES US TREASURY BOND ETF
-$285.0K
0
-100%
建仓
JNJ
JOHNSON & JOHNSON
+$278.0K
1,567
增持
SPTL
SPDR PORTFOLIO LONG TERM TREASURY ETF
-$274.0K
73,979
+2%
增持
GUNR
FLEXSHARES MS GL UPSTREAM NAT RES IDX
+$266.0K
20,948
+16%
清仓
BND
VANGUARD TOTAL BOND MARKET
-$264.0K
0
-100%
增持
SPTS
SPDR BARCLAYS SHORT TERM TREASURY ETF
+$252.0K
147,581
+9%
增持
EFV
ISHARES MSCI EAFE VALUE
+$250.0K
14,776
+51%
清仓
IVE
ISHARES S&P 500 VALUE
-$234.0K
0
-100%
建仓
PG
PROCTER & GAMBLE CO
+$232.0K
1,519
减持
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY
-$227.0K
26,853
-9%
建仓
DIS
WALT DISNEY CO
+$222.0K
1,622
建仓
CVX
CHEVRON CORP
+$222.0K
1,362
建仓
PFE
PFIZER INC
+$222.0K
4,297
清仓
NOW
SERVICENOW INC
-$210.0K
0
-100%
清仓
IAU
ISHARES GOLD TRUST
-$203.0K
0
-100%
建仓
IDNA
ISHARES GENOMICS IMMUNOLOGY AND HEALTHCARE ETF
+$203.0K
5,881
增持
GOOGL
ALPHABET INC CLASS A
+$182.0K
178
+65%
减持
IVW
ISHARES S&P 500 GROWTH
-$181.0K
4,841
-26%
增持
GOOG
ALPHABET INC CLASS C
+$180.0K
136
+97%
增持
HD
HOME DEPOT INC
-$164.0K
2,485
+14%
增持
—
EXXON MOBIL CORPORATION
+$147.0K
5,313
+11%
增持
NVDA
NVIDIA CORP
+$136.0K
1,442
+65%
增持
UNH
UNITEDHEALTH GROUP INC
+$133.0K
852
+42%
增持
MBB
ISHARES MBS ETF
+$129.0K
16,069
+14%
增持
LQDH
ISHARES INT RATE HEDGED CORPORATE BD
+$126.0K
11,841
+16%
减持
SCHM
SCHWAB US MID CAP
-$121.0K
7,190
-13%
增持
SCHA
SCHWAB US SMALL CAP ETF
-$118.0K
10,796
+76%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$94.0K
37,455
+6%
增持
BKLN
INVESCO SENIOR LOAN
+$93.0K
30,027
+18%
增持
SPSM
SPDR PORTFOLIO SMALLCAP
+$90.0K
34,350
+13%
减持
SHM
SPDR NUVEEN BLMBG BARCLAYS ST MUNBD ETF
-$88.0K
21,172
-4%
增持
CMBS
ISHARES CMBS ETF
+$85.0K
21,281
+16%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$84.0K
5,610
+12%
增持
MGV
VANGUARD MEGA CAP VAL
+$83.0K
7,958
+10%
减持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY
-$76.0K
32,600
-2%
减持
VSGX
VANGUARD ESG INTERNATIONAL STOCK ETF
-$76.0K
8,763
-6%
增持
SCHX
SCHWAB US LARGE CAP ETF
-$72.0K
42,930
+105%
减持
VOO
VANGUARD S&P 500
-$60.0K
1,206
-6%
减持
HYD
VANECK HIGH YIELD MUNI
-$51.0K
8,066
-2%
减持
VCIT
VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF
-$41.0K
4,470
-3%
增持
MNA
IQ MERGER ARBITRAGE
+$39.0K
11,346
+13%
增持
SPTM
SPDR PORTFOLIO TOTAL STOCK MARKET
-$38.0K
36,866
+3%
增持
QEFA
SPDR MSCI EAFE QUALITY MIX
+$30.0K
6,624
+13%
增持
IHAK
ISHARES CYBERSECURITY AND TECH ETF
+$24.0K
7,487
+13%
增持
VNQ
VANGUARD REAL ESTATE
+$23.0K
12,413
+9%
增持
META
META PLATFORMS INC
+$23.0K
1,265
+65%
增持
VEA
VANGUARD DEVELOPED MARKETS INDEX FUND ETF
-$23.0K
29,870
+5%
增持
DSI
ISHARES KLD 400 SOCIAL INDEX
+$18.0K
33,077
+8%
增持
EWX
SPDR S&P EMERGING MARKETS SMALL CAP
+$14.0K
4,097
+11%
增持
XT
ISHARES EXPONENTIAL TECHNOLOGIES
+$12.0K
9,975
+14%
建仓
—
EXICURE INC
+$5.0K
25,001
