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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
$10.31B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 52
增持 65
减持 28
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IJH
ISHARES TR
+$147.7M
1,166,335
+97%
建仓
ACWV
ISHARES INC
+$99.2M
965,855
增持
SPY
SPDR S&P 500 ETF TR
+$82.2M
595,400
+51%
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。
增持
IEFA
ISHARES TR
+$59.6M
822,198
+4139%
增持
SCHD
SCHWAB STRATEGIC TR
+$55.0M
4,973,587
+20%
建仓
SPYM
SPDR SER TR
+$41.0M
812,196
建仓
DTH
WISDOMTREE TR
+$39.4M
1,039,432
增持
NOBL
PROSHARES TR
+$38.6M
438,910
+15166%
增持
EFA
ISHARES TR
+$34.8M
552,495
+422%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$33.0M
324,378
建仓
JPIN
J P MORGAN EXCHANGE-TRADED F
+$33.0M
547,116
减持
GOVT
ISHARES TR
-$25.8M
1,699,207
-36%
增持
AAPL
APPLE INC
+$24.0M
330,028
+99%
增持
IVV
ISHARES TR
+$23.2M
1,117,718
+5%
建仓
IQDF
FLEXSHARES TR
+$22.4M
887,704
增持
SCHX
SCHWAB STRATEGIC TR
+$16.0M
505,463
+44%
清仓
MKC/V
MCCORMICK & CO INC
-$14.4M
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$12.9M
1,021,971
-3%
建仓
BZH
BEAZER HOMES USA INC
+$11.8M
684,485
建仓
SPMD
SPDR SER TR
+$11.0M
239,087
增持
CME
CME GROUP INC
+$10.9M
219,338
+48%
建仓
QDF
FLEXSHARES TR
+$10.8M
194,035
增持
IWF
ISHARES TR
+$10.8M
105,343
+58%
建仓
VDC
VANGUARD WORLD FDS
+$10.6M
59,055
增持
MSFT
MICROSOFT CORP
+$10.1M
95,793
+53%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$9.5M
5,622,886
-1%
减持
IJR
ISHARES TR
-$8.3M
1,197,016
-3%
增持
CHH
CHOICE HOTELS INTL INC
+$7.9M
77,282
+398%
增持
AMZN
AMAZON COM INC
+$7.7M
6,801
+60%
建仓
IQLT
ISHARES TR
+$7.2M
189,924
增持
META
FACEBOOK INC
+$6.7M
31,719
+172%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$6.6M
1,854,040
+1%
建仓
—
SOUTHWESTERN ENERGY CO
+$6.5M
1,180,051
建仓
GSLC
GOLDMAN SACHS ETF TR
+$6.5M
75,859
增持
GOOGL
ALPHABET INC
+$6.4M
4,120
+116%
建仓
ARES
ARES MANAGEMENT CORPORATION
+$5.7M
77,565
减持
SCHF
SCHWAB STRATEGIC TR
-$5.4M
3,302,085
-2%
减持
VTI
VANGUARD INDEX FDS
-$4.7M
814,444
-2%
建仓
LRGF
ISHARES TR
+$4.7M
111,598
减持
VO
VANGUARD INDEX FDS
-$4.4M
364,483
-5%
增持
VXUS
VANGUARD STAR FDS
+$4.3M
1,622,443
+8%
增持
PYPL
PAYPAL HLDGS INC
+$4.3M
20,113
+550%
增持
VTIP
VANGUARD MALVERN FDS
+$4.3M
254,118
+47%
减持
VV
VANGUARD INDEX FDS
-$4.0M
116,200
-15%
减持
TSLA
TESLA INC
-$3.9M
9,446
-43%
增持
HD
HOME DEPOT INC
+$3.8M
18,379
+166%
减持
BYRN
BYRNA TECHNOLOGIES INC
-$3.8M
473,434
-24%
建仓
GE
GENERAL ELECTRIC CO
+$3.8M
36,948
增持
SHM
SPDR SER TR
+$3.8M
87,034
+752%
增持
VYM
VANGUARD WHITEHALL FDS
+$3.8M
57,728
+175%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$3.7M
1,376,648
-7%
增持
GOOG
ALPHABET INC
+$3.7M
2,470
+112%
增持
JNJ
JOHNSON & JOHNSON
+$3.6M
42,824
+116%
增持
EL
LAUDER ESTEE COS INC
+$3.6M
12,913
+1321%
减持
SDY
SPDR SER TR
-$3.6M
180,491
-11%
减持
VB
VANGUARD INDEX FDS
-$3.6M
219,635
-4%
建仓
CPK
CHESAPEAKE UTILS CORP
+$3.5M
29,061
建仓
—
KADMON HLDGS INC
+$3.4M
389,000
增持
—
EXXON MOBIL CORP
+$3.3M
90,904
+185%
增持
V
VISA INC
+$3.2M
26,282
+133%
增持
BAC
BK OF AMERICA CORP
+$3.1M
144,350
+98%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$2.9M
126,594
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.9M
32,690
+51%
建仓
TROW
PRICE T ROWE GROUP INC
+$2.7M
13,742
减持
EGBN
EAGLE BANCORP INC MD
-$2.7M
22,321
-69%
增持
JPM
JPMORGAN CHASE & CO
+$2.7M
40,896
+59%
减持
UBSI
UNITED BANKSHARES INC WEST V
-$2.6M
10,108
-87%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$2.5M
120,864
增持
BAB
INVESCO EXCH TRADED FD TR II
+$2.5M
1,183,694
+8%
建仓
FNDX
SCHWAB STRATEGIC TR
+$2.5M
46,428
建仓
SPSB
SPDR SER TR
+$2.4M
75,219
建仓
KOMP
SPDR SER TR
+$2.3M
38,261
减持
AGG
ISHARES TR
-$2.3M
224,257
-8%
建仓
WDIV
SPDR INDEX SHS FDS
+$2.3M
35,000
减持
IWV
ISHARES TR
-$2.3M
37,517
-19%
减持
XLE
SELECT SECTOR SPDR TR
-$2.3M
75,821
-35%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$2.3M
89,971
建仓
SPYD
SPDR SER TR
+$2.3M
58,000
增持
PG
PROCTER AND GAMBLE CO
+$2.2M
39,623
+62%
建仓
—
OSI ETF TR
+$2.2M
64,000
增持
CRM
SALESFORCE COM INC
+$2.2M
9,349
+610%
增持
F
FORD MTR CO DEL
+$2.2M
203,726
+349%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$2.2M
93,857
增持
ISTB
ISHARES TR
+$2.1M
82,212
+99%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$2.1M
3,581
建仓
—
DEUTSCHE BANK A G
+$2.0M
154,805
增持
COST
COSTCO WHSL CORP NEW
+$1.9M
7,538
+105%
建仓
DVYE
ISHARES INC
+$1.9M
48,650
减持
IWM
ISHARES TR
-$1.9M
104,101
-3%
建仓
—
MAGELLAN MIDSTREAM PRTNRS LP
+$1.9M
40,639
增持
BX
BLACKSTONE INC
+$1.9M
38,089
+43%
增持
MRK
MERCK & CO INC
+$1.8M
48,123
+111%
建仓
AMLP
ALPS ETF TR
+$1.8M
54,485
建仓
SCZ
ISHARES TR
+$1.8M
24,200
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.8M
14,401
+37%
减持
—
EATON VANCE NEW YORK MUN BD
-$1.7M
288,408
-29%
建仓
BIT
BLACKROCK MULTI SECTOR INC T
+$1.7M
90,000
增持
NEE
NEXTERA ENERGY INC
+$1.7M
42,701
+87%
增持
CSCO
CISCO SYS INC
+$1.7M
44,160
+220%
增持
NKE
NIKE INC
+$1.6M
21,110
+129%
增持
MCD
MCDONALDS CORP
+$1.6M
11,923
+119%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$1.6M
10,546
增持
UNH
UNITEDHEALTH GROUP INC
+$1.6M
13,114
+49%
建仓
DON
WISDOMTREE TR
+$1.6M
37,850
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.5M
159,226
-15%
增持
INTC
INTEL CORP
+$1.5M
58,170
+109%
建仓
DGRO
ISHARES TR
+$1.5M
30,516
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$1.5M
2,065
建仓
—
ENDO INTL PLC
+$1.5M
460,000
建仓
RDIV
INVESCO EXCH TRADED FD TR II
+$1.5M
38,000
减持
PBW
INVESCO EXCHANGE TRADED FD T
-$1.5M
56,673
-10%
建仓
BOTZ
GLOBAL X FDS
+$1.5M
40,410
增持
MS
MORGAN STANLEY
+$1.4M
18,060
+426%
清仓
—
MULTIPLAN CORPORATION
-$1.4M
0
-100%
增持
—
MEDTRONIC PLC
+$1.4M
13,220
+604%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.4M
119,471
-15%
建仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$1.4M
142,351
减持
IEMG
ISHARES INC
-$1.4M
262,322
-0%
建仓
HYT
BLACKROCK CORPOR HI YLD FD I
+$1.4M
112,012
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.3M
3,008
+305%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.3M
25,561
+154%
增持
HDV
ISHARES TR
+$1.3M
45,031
+49%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.3M
122,906
-24%
增持
CVX
CHEVRON CORP NEW
+$1.3M
30,174
+77%
建仓
—
AON PLC
+$1.3M
4,436
增持
NVDA
NVIDIA CORPORATION
+$1.3M
10,501
+826%
增持
PFE
PFIZER INC
+$1.2M
132,768
+17%
建仓
—
J P MORGAN EXCHANGE-TRADED F
+$1.2M
39,000
增持
PM
PHILIP MORRIS INTL INC
+$1.2M
21,176
+171%
增持
DUK
DUKE ENERGY CORP NEW
+$1.2M
17,308
+251%
建仓
ARCC
ARES CAPITAL CORP
+$1.2M
59,167
清仓
BNL
BROADSTONE NET LEASE INC
-$1.2M
0
-100%
建仓
CATY
CATHAY GEN BANCORP
+$1.2M
28,158
增持
TFC
TRUIST FINL CORP
+$1.1M
35,978
+106%
建仓
DOV
DOVER CORP
+$1.1M
7,331
减持
DGRW
WISDOMTREE TR
-$1.1M
171,195
-9%
增持
ABBV
ABBVIE INC
+$1.1M
20,064
+115%
清仓
HSIC
HENRY SCHEIN INC
-$1.1M
0
-100%
清仓
—
PERSHING SQUARE TONTINE HLDG
-$1.1M
0
-100%
增持
DIS
DISNEY WALT CO
+$1.1M
27,958
+35%
增持
CMCSA
COMCAST CORP NEW
+$1.1M
41,509
+92%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$1.1M
248
-75%
建仓
WM
WASTE MGMT INC DEL
+$1.1M
7,212
建仓
—
WHEELS UP EXPERIENCE INC
+$1.1M
162,069
增持
VBK
VANGUARD INDEX FDS
+$1.1M
6,557
+147%
增持
TGT
TARGET CORP
+$1.1M
13,562
+60%
增持
—
SANDY SPRING BANCORP INC
+$1.1M
31,444
+256%
减持
IWB
ISHARES TR
-$1.0M
20,577
-17%
增持
NFLX
NETFLIX INC
+$1.0M
3,670
+61%
增持
WMT
WALMART INC
+$1.0M
20,166
+60%
