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Wealthspire Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Wealthspire Advisors, LLC

报告期 2026-03-31 · CIK 0001646247

持仓数

932

前50大市值合计

$10.31B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IVV ISHARES TR

CORE S&P500 ETF

$1.74B

2,669,963

16.9%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$933.2M

14,562,701

9.0%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$675.3M

1,130,127

6.5%

IJH ISHARES TR

CORE S&P MCP ETF

$520.6M

7,709,430

5.0%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$488.5M

6,334,962

4.7%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$408.4M

13,311,446

4.0%

— AON PLC

SHS CL A

$317.6M

984,075

3.1%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$308.9M

963,010

3.0%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$302.2M

12,209,080

2.9%

VUG VANGUARD INDEX FDS

GROWTH ETF

$295.9M

677,349

2.9%

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$291.6M

7,504,975

2.8%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$286.9M

441,132

2.8%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$264.7M

4,897,422

2.6%

VV VANGUARD INDEX FDS

LARGE CAP ETF

$241.4M

807,783

2.3%

IJR ISHARES TR

CORE S&P SCP ETF

$241.3M

1,941,060

2.3%

VTIP VANGUARD MALVERN FDS

STRM INFPROIDX

$222.6M

4,455,868

2.2%

IUSB ISHARES TR

CORE UNIVRSL USD

$218.4M

4,727,243

2.1%

VO VANGUARD INDEX FDS

MID CAP ETF

$177.6M

618,508

1.7%

VXF VANGUARD INDEX FDS

EXTEND MKT ETF

$169.5M

823,550

1.6%

AAPL APPLE INC

COM

$130.1M

512,807

1.3%

IEMG ISHARES INC

CORE MSCI EMKT

$117.7M

1,687,480

1.1%

VB VANGUARD INDEX FDS

SMALL CP ETF

$105.2M

401,536

1.0%

VEU VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US

$95.2M

1,267,763

0.9%

CME CME GROUP INC

COM

$93.4M

316,090

0.9%

TFLO ISHARES TR

TRS FLT RT BD

$90.8M

1,792,834

0.9%

EMLP FIRST TR EXCHANGE-TRADED FD

NO AMER ENERGY

$89.4M

2,048,764

0.9%

MSFT MICROSOFT CORP

COM

$88.0M

237,664

0.9%

DFAE DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG

$82.5M

2,436,299

0.8%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$77.6M

1,991,210

0.8%

GOOG ALPHABET INC

CAP STK CL C

$76.0M

264,982

0.7%

DFGR DIMENSIONAL ETF TRUST

GLOBAL REAL EST

$73.2M

2,755,256

0.7%

QQQ INVESCO QQQ TR

UNIT SER 1

$72.5M

125,640

0.7%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$72.4M

2,822,930

0.7%

IXUS ISHARES TR

CORE MSCI TOTAL

$72.4M

835,385

0.7%

IEFA ISHARES TR

CORE MSCI EAFE

$71.4M

788,483

0.7%

HYDB ISHARES TR

HIGH YLD SYSTM B

$70.4M

1,514,236

0.7%

VBK VANGUARD INDEX FDS

SML CP GRW ETF

$61.7M

204,118

0.6%

CVLC MORGAN STANLEY ETF TRUST

CALVERT US LARCP

$61.6M

769,423

0.6%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$57.5M

751,451

0.6%

VTV VANGUARD INDEX FDS

VALUE ETF

$57.5M

292,875

0.6%

NVDA NVIDIA CORPORATION

COM

$55.3M

317,353

0.5%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$55.2M

749,709

0.5%

MUB ISHARES TR

NATIONAL MUN ETF

$54.4M

512,469

0.5%

EFA ISHARES TR

MSCI EAFE ETF

$53.9M

555,277

0.5%

NOBL PROSHARES TR

S&P 500 DV ARIST

$49.3M

464,941

0.5%

AMZN AMAZON COM INC

COM

$45.7M

219,404

0.4%

PVAL PUTNAM ETF TRUST

FOCUSED LAR CAP

$45.2M

975,073

0.4%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$44.6M

205,310

0.4%

SCHE SCHWAB STRATEGIC TR

EMRG MKTEQ ETF

$41.4M

1,256,495

0.4%

SMMD ISHARES TR

RUSEL 2500 ETF

$41.3M

540,334

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

46%前 6 大占比

IVV16.9%VEA9.0%VOO6.5%IJH5.0%VXUS4.7%SCHD4.0%