小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 61 项
建仓 4
增持 24
减持 28
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
IEF
ISHARES BARCLAYS 7-10 YR TREASURY BOND
-$93.9M
2,700,983
-22%
减持
VTI
VANGUARD TOTAL STOCK MARKET
-$55.0M
1,778,516
-10%
增持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
+$19.3M
261,022
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。
+196%
减持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX ETF
-$18.8M
1,285,126
-15%
增持
TLH
ISHARES BARCLAYS 10-20 YR TREASURY BOND
+$10.9M
101,834
+5215%
增持
ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET
+$9.9M
226,890
+134%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$8.7M
143,154
+308%
增持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
+$6.3M
177,926
+272%
减持
MUB
ISHARES NATIONAL MUNI BOND
-$4.9M
73,113
-37%
增持
TFI
SPDR NUVEEN BLMBG BARCLAYS MUNI BD ETF
+$4.5M
176,871
+149%
减持
SCHP
SCHWAB US TIPS
-$4.3M
313,903
-15%
清仓
SPTM
SPDR PORTFOLIO TOTAL STOCK MARKET
-$1.7M
0
-100%
清仓
GLDM
WORLD GOLD TRUST SPDR GLD MINISHARES ETF
-$1.3M
0
-100%
建仓
KMLM
KRANESHARES TR KFA MOUNT LUCAS
+$1.1M
28,632
建仓
SPIP
SPDR PORTFOLIO TIPS ETF
+$578.0K
22,776
清仓
VIG
VANGUARD DIVIDEND APPRECIATION
-$440.0K
0
-100%
建仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL
+$383.0K
4,181
减持
SCHX
SCHWAB US LARGE CAP ETF
-$321.0K
39,938
-11%
减持
DSI
ISHARES KLD 400 SOCIAL INDEX
-$285.0K
29,840
-6%
清仓
PG
PROCTER & GAMBLE CO
-$279.0K
0
-100%
增持
IVV
ISHARES CORE S&P 500
-$245.0K
13,317
+1%
减持
AGG
ISHARES CORE US AGGREGATE BOND ETF
-$233.0K
21,901
-5%
建仓
IWB
ISHARES RUSSELL 1000 ETF
+$213.0K
1,082
清仓
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
-$201.0K
0
-100%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$172.0K
42,625
-4%
减持
VNQ
VANGUARD REAL ESTATE
-$172.0K
11,797
-4%
减持
VEA
VANGUARD DEVELOPED MARKETS INDEX FUND ETF
-$157.0K
29,235
-2%
减持
SCZ
ISHARES MSCI EAFE SMALL CAP INDEX
-$153.0K
20,578
-3%
减持
HYD
VANECK HIGH YIELD MUNI
-$124.0K
5,795
-24%
减持
SPSM
SPDR PORTFOLIO SMALLCAP
-$120.0K
31,741
-5%
减持
VSGX
VANGUARD ESG INTERNATIONAL STOCK ETF
-$115.0K
7,548
-16%
减持
GUNR
FLEXSHARES MS GL UPSTREAM NAT RES IDX
-$111.0K
17,628
-10%
减持
DFAC
DIMENSIONAL US CORE EQUITY 2 ETF
-$110.0K
15,211
-21%
增持
VWO
VANGUARD FTSE EMERGING MARKETS
-$109.0K
27,286
+3%
减持
SCHB
SCHWAB US BROAD MARKET ETF
-$108.0K
11,414
-14%
减持
MBB
ISHARES MBS ETF
-$103.0K
16,102
-1%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$100.0K
5,036
-5%
增持
—
EXXON MOBIL CORPORATION
+$68.0K
5,694
+14%
增持
EFV
ISHARES MSCI EAFE VALUE
-$59.0K
15,565
+3%
减持
MSFT
MICROSOFT CORP
-$54.0K
2,242
-0%
增持
AMZN
AMAZON.COM INC
+$54.0K
3,113
+11%
减持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY
-$52.0K
31,485
-1%
减持
CMBS
ISHARES CMBS ETF
-$49.0K
21,393
-0%
增持
MNA
IQ MERGER ARBITRAGE
+$47.0K
11,553
+14%
增持
VONV
VANGUARD RUSSELL 1000 VALUE
+$34.0K
15,142
+11%
增持
AAPL
APPLE INC
+$34.0K
10,005
+1%
减持
SCHA
SCHWAB US SMALL CAP ETF
-$26.0K
10,438
-3%
减持
SCHM
SCHWAB US MID CAP
-$26.0K
7,016
-2%
减持
JNJ
JOHNSON & JOHNSON
-$19.0K
1,303
-0%
增持
EFA
ISHARES MSCI EAFE ETF
-$19.0K
8,303
+7%
增持
QEFA
SPDR MSCI EAFE QUALITY MIX
-$19.0K
6,897
+6%
减持
LQDH
ISHARES INT RATE HEDGED CORPORATE BD
-$19.0K
11,777
-0%
增持
XT
ISHARES EXPONENTIAL TECHNOLOGIES
-$14.0K
10,938
+4%
增持
GOOGL
ALPHABET INC CLASS A
-$10.0K
2,213
+2070%
增持
DFAS
DIMENSIONAL US SMALL CAP ETF
-$9.0K
7,320
+0%
增持
VOO
VANGUARD S&P 500
-$8.0K
1,249
+4%
增持
SHM
SPDR NUVEEN BLMBG BARCLAYS ST MUNBD ETF
-$6.0K
29,628
+2%
增持
IHAK
ISHARES CYBERSECURITY AND TECH ETF
+$2.0K
7,982
+4%
减持
HD
HOME DEPOT INC
-$2.0K
2,217
-1%
增持
MGV
VANGUARD MEGA CAP VAL
+$0
8,600
+7%
增持
BKLN
INVESCO SENIOR LOAN
+$0
29,809
+0%
