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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 75 项
建仓 5
增持 21
减持 31
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD TOTAL STOCK MARKET
-$59.8M
1,983,761
+4%
增持
IEF
ISHARES BARCLAYS 7-10 YR TREASURY BOND
-$15.9M
3,452,278
+1%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX ETF
-$9.4M
1,516,902
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。
+3%
增持
SCHP
SCHWAB US TIPS
+$7.7M
367,607
+75%
减持
AGG
ISHARES CORE US AGGREGATE BOND ETF
-$7.7M
23,042
-75%
清仓
SPTS
SPDR BARCLAYS SHORT TERM TREASURY ETF
-$4.4M
0
-100%
减持
SCHB
SCHWAB US BROAD MARKET ETF
-$3.3M
13,290
-82%
减持
MUB
ISHARES NATIONAL MUNI BOND
-$3.2M
116,840
-18%
清仓
SPTL
SPDR PORTFOLIO LONG TERM TREASURY ETF
-$2.8M
0
-100%
减持
ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET
-$2.6M
96,843
-9%
减持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
-$1.6M
88,252
-11%
清仓
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY
-$1.4M
0
-100%
建仓
GLDM
WORLD GOLD TRUST SPDR GLD MINISHARES ETF
+$1.3M
36,900
减持
IVV
ISHARES CORE S&P 500
-$1.2M
13,243
-3%
减持
TLH
ISHARES BARCLAYS 10-20 YR TREASURY BOND
-$1.1M
1,916
-80%
减持
AAPL
APPLE INC
-$924.0K
9,870
-24%
减持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
-$809.0K
47,788
-10%
建仓
CXM
SPRINKLER INC
+$728.0K
71,971
清仓
ARCC
ARES CAPITAL CORP
-$625.0K
0
-100%
减持
MSFT
MICROSOFT CORP
-$589.0K
2,243
-41%
减持
DSI
ISHARES KLD 400 SOCIAL INDEX
-$582.0K
31,753
-4%
增持
TFI
SPDR NUVEEN BLMBG BARCLAYS MUNI BD ETF
+$497.0K
70,975
+23%
增持
AMZN
AMAZON.COM INC
-$488.0K
2,803
+1063%
建仓
DFAC
DIMENSIONAL US CORE EQUITY 2 ETF
+$448.0K
19,223
清仓
TSLA
TESLA INC
-$407.0K
0
-100%
清仓
NVDA
NVIDIA CORP
-$393.0K
0
-100%
清仓
VCIT
VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF
-$385.0K
0
-100%
清仓
GOOG
ALPHABET INC CLASS C
-$380.0K
0
-100%
增持
SHM
SPDR NUVEEN BLMBG BARCLAYS ST MUNBD ETF
+$370.0K
29,035
+37%
建仓
DFAS
DIMENSIONAL US SMALL CAP ETF
+$350.0K
7,300
增持
SPTM
SPDR PORTFOLIO TOTAL STOCK MARKET
-$332.0K
36,950
+0%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$301.0K
5,322
-5%
增持
SCHX
SCHWAB US LARGE CAP ETF
-$300.0K
45,061
+5%
清仓
BRK/B
BERKSHIRE HATHAWAY INC CLASS B
-$298.0K
0
-100%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$289.0K
44,239
+4%
清仓
META
META PLATFORMS INC
-$281.0K
0
-100%
减持
GOOGL
ALPHABET INC CLASS A
-$273.0K
102
-43%
减持
SCZ
ISHARES MSCI EAFE SMALL CAP INDEX
-$258.0K
21,198
-1%
清仓
TIP
ISHARES TIPS BOND
-$249.0K
0
-100%
减持
SPSM
SPDR PORTFOLIO SMALLCAP
-$244.0K
33,377
-3%
清仓
EWX
SPDR S&P EMERGING MARKETS SMALL CAP
-$232.0K
0
-100%
减持
VNQ
VANGUARD REAL ESTATE
-$227.0K
12,276
-1%
清仓
PFE
PFIZER INC
-$222.0K
0
-100%
清仓
DIS
WALT DISNEY CO
-$222.0K
0
-100%
清仓
CVX
CHEVRON CORP
-$222.0K
0
-100%
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$220.0K
35,050
-6%
清仓
VV
VANGUARD LARGE-CAP INDEX FUND ETF
-$219.0K
0
-100%
增持
VEA
VANGUARD DEVELOPED MARKETS INDEX FUND ETF
-$215.0K
29,905
+0%
减持
GUNR
FLEXSHARES MS GL UPSTREAM NAT RES IDX
-$207.0K
19,501
-7%
清仓
IDNA
ISHARES GENOMICS IMMUNOLOGY AND HEALTHCARE ETF
-$203.0K
0
-100%
建仓
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$201.0K
6,373
减持
VWO
VANGUARD FTSE EMERGING MARKETS
-$190.0K
26,541
-5%
减持
HD
HOME DEPOT INC
-$130.0K
2,237
-10%
减持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY
-$123.0K
31,787
-2%
减持
EFA
ISHARES MSCI EAFE ETF
-$97.0K
7,751
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$96.0K
658
-23%
增持
SCHA
SCHWAB US SMALL CAP ETF
-$90.0K
10,797
+0%
增持
XT
ISHARES EXPONENTIAL TECHNOLOGIES
-$87.0K
10,483
+5%
减持
IVW
ISHARES S&P 500 GROWTH
-$85.0K
4,725
-2%
增持
EFV
ISHARES MSCI EAFE VALUE
-$84.0K
15,176
+3%
增持
MGV
VANGUARD MEGA CAP VAL
-$81.0K
8,033
+1%
减持
QEFA
SPDR MSCI EAFE QUALITY MIX
-$74.0K
6,526
-1%
增持
MBB
ISHARES MBS ETF
-$59.0K
16,185
+1%
增持
VSGX
VANGUARD ESG INTERNATIONAL STOCK ETF
-$58.0K
9,027
+3%
减持
BKLN
INVESCO SENIOR LOAN
-$52.0K
29,675
-1%
增持
IHAK
ISHARES CYBERSECURITY AND TECH ETF
-$51.0K
7,689
+3%
增持
VONV
VANGUARD RUSSELL 1000 VALUE
-$50.0K
13,687
+8%
减持
HYD
VANECK HIGH YIELD MUNI
-$50.0K
7,662
-5%
减持
MNA
IQ MERGER ARBITRAGE
-$48.0K
10,140
-11%
增持
PG
PROCTER & GAMBLE CO
+$47.0K
1,943
+28%
减持
JNJ
JOHNSON & JOHNSON
-$46.0K
1,308
-17%
减持
LQDH
ISHARES INT RATE HEDGED CORPORATE BD
-$43.0K
11,791
-0%
增持
CMBS
ISHARES CMBS ETF
-$31.0K
21,412
+1%
减持
—
EXXON MOBIL CORPORATION
-$10.0K
5,006
-6%
清仓
—
EXICURE INC
-$5.0K
0
-100%
