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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 84 项
建仓 4
增持 17
减持 48
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
+$20.5M
1,182,371
-4%
减持
IEF
ISHARES TR
-$19.7M
1,773,268
-11%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$13.6M
1,077,957
-37%
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。
减持
PSLV
SPROTT PHYSICAL SILVER TR
-$13.1M
2,444,008
-34%
清仓
DFUS
DIMENSIONAL ETF TRUST
-$10.1M
0
-100%
减持
UTEN
RBB FD INC
-$3.4M
407,647
-16%
清仓
DFAI
DIMENSIONAL ETF TRUST
-$2.8M
0
-100%
增持
STIP
ISHARES TR
+$2.5M
804,088
+4%
增持
ITOT
ISHARES TR
+$2.1M
61,470
+20%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.4M
984,996
-8%
清仓
DFAE
DIMENSIONAL ETF TRUST
-$1.1M
0
-100%
减持
AAPL
APPLE INC
-$999.1K
9,903
-27%
建仓
CAOS
EA SERIES TRUST
+$978.3K
11,012
建仓
XSMO
INVESCO EXCHANGE TRADED FD T
+$968.3K
14,236
清仓
HD
HOME DEPOT INC
-$862.7K
0
-100%
建仓
QQQ
INVESCO QQQ TR
+$588.6K
1,067
增持
TFI
SPDR SERIES TRUST
+$566.7K
153,835
+10%
减持
IXUS
ISHARES TR
-$522.1K
45,885
-21%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$518.7K
10,488
增持
USFR
WISDOMTREE TR
+$497.0K
1,620,823
+1%
减持
NVDA
NVIDIA CORPORATION
-$482.6K
4,098
-61%
减持
MSFT
MICROSOFT CORP
-$453.0K
1,442
-54%
清仓
DFAS
DIMENSIONAL ETF TRUST
-$424.9K
0
-100%
增持
DSI
ISHARES TR
+$408.6K
25,993
+2%
减持
MGV
VANGUARD WORLD FD
-$388.2K
3,471
-47%
增持
—
EXXON MOBIL CORP
+$363.4K
12,782
+50%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$347.3K
2,971
-12%
清仓
PAVE
GLOBAL X FDS
-$310.1K
0
-100%
清仓
KMLM
KRANESHARES TRUST
-$294.1K
0
-100%
减持
AMZN
AMAZON COM INC
-$291.3K
1,737
-51%
清仓
GRID
FIRST TR EXCHANGE TRADED FD
-$289.7K
0
-100%
减持
XT
ISHARES TR
-$289.0K
5,320
-52%
清仓
UNH
UNITEDHEALTH GROUP INC
-$281.3K
0
-100%
增持
IVV
ISHARES TR
+$250.8K
4,141
+0%
清仓
DFUV
DIMENSIONAL ETF TRUST
-$249.4K
0
-100%
减持
IEI
ISHARES TR
-$240.7K
83,551
-3%
增持
SCHD
SCHWAB STRATEGIC TR
+$238.0K
33,892
+44%
清仓
GOOG
ALPHABET INC
-$234.8K
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
+$226.4K
14,769
+45%
清仓
PG
PROCTER AND GAMBLE CO
-$221.0K
0
-100%
减持
META
META PLATFORMS INC
-$216.6K
393
-55%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$210.1K
0
-100%
清仓
V
VISA INC
-$206.8K
0
-100%
清仓
ABBV
ABBVIE INC
-$203.9K
0
-100%
减持
DBEF
DBX ETF TR
-$200.6K
25,662
-16%
减持
GOOGL
ALPHABET INC
-$197.1K
1,251
-54%
增持
BIL
SPDR SERIES TRUST
+$178.6K
7,546
+35%
增持
SCHP
SCHWAB STRATEGIC TR
+$178.1K
360,659
+3%
减持
—
INVESCO LTD
-$161.9K
564,545
-6%
减持
COST
COSTCO WHSL CORP NEW
-$131.7K
360
-30%
减持
AGG
ISHARES TR
-$129.4K
15,391
-8%
减持
TSLA
TESLA INC
-$128.5K
1,113
-40%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$117.2K
9,386
+22%
减持
JPM
JPMORGAN CHASE & CO.
-$114.7K
749
-45%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$112.4K
13,051
-26%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$94.8K
8,580
+25%
减持
SPYM
SPDR SERIES TRUST
-$83.7K
97,632
-11%
减持
IWV
ISHARES TR
-$77.3K
9,394
-12%
减持
MUB
ISHARES TR
-$60.4K
57,865
-0%
减持
SCHB
SCHWAB STRATEGIC TR
+$55.0K
28,578
-2%
减持
VNQ
VANGUARD INDEX FDS
-$54.8K
7,443
-6%
减持
IFRA
ISHARES TR
-$52.9K
6,204
-22%
减持
NFLX
NETFLIX INC
-$52.7K
164
-44%
减持
SPSM
SPDR SERIES TRUST
+$52.0K
42,122
-1%
减持
SCZ
ISHARES TR
+$48.6K
16,058
-9%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$45.4K
20,710
-7%
减持
VOO
VANGUARD INDEX FDS
+$41.0K
1,081
-3%
增持
DFAC
DIMENSIONAL ETF TRUST
+$40.2K
9,407
+5%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$37.3K
26,650
-7%
减持
FBND
FIDELITY MERRIMACK STR TR
-$31.8K
7,216
-9%
减持
SCHX
SCHWAB STRATEGIC TR
+$29.3K
45,798
-7%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$22.0K
7,466
-19%
减持
EMXC
ISHARES INC
+$21.3K
12,743
-10%
减持
IJH
ISHARES TR
+$21.2K
7,378
-1%
减持
AVGO
BROADCOM INC
+$19.9K
1,265
-36%
减持
SPMD
SPDR SERIES TRUST
-$19.8K
26,370
-7%
增持
SHM
SPDR SERIES TRUST
+$19.5K
32,857
+1%
减持
GUNR
FLEXSHARES TR
-$19.0K
6,925
-9%
减持
IWM
ISHARES TR
+$18.5K
1,150
-0%
减持
VSGX
VANGUARD WORLD FD
+$18.1K
11,635
-8%
减持
EFA
ISHARES TR
-$12.3K
2,458
-13%
增持
SHY
ISHARES TR
+$8.5K
32,356
+0%
减持
EFV
ISHARES TR
+$4.0K
3,303
-5%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$3.0K
42,251
+0%