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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

21Q4 调仓2021-09-30 → 2021-12-31 · 共 150 项建仓 12增持 47减持 60清仓 31

方向

标的

Δ市值

现股数(环比)

减持

IJH ISHARES TR

-$102.0M

723,449 -38%

增持

IVV ISHARES TR

+$101.1M

1,221,467 +9%

清仓

ACWV ISHARES INC

-$99.2M

0 -100%

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

SPY SPDR S&P 500 ETF TR

-$82.6M

354,551 -40%

减持

IEFA ISHARES TR

-$58.9M

29,124 -96%

增持

SCHD SCHWAB STRATEGIC TR

+$45.8M

5,134,666 +3%

减持

VOO VANGUARD INDEX FDS

+$42.2M

1,020,021 -0%

增持

— ACCENTURE PLC IRELAND

+$42.1M

145,604 +155%

清仓

SPYM SPDR SER TR

-$41.0M

0 -100%

清仓

DTH WISDOMTREE TR

-$39.4M

0 -100%

减持

NOBL PROSHARES TR

-$38.6M

2,877 -99%

减持

EFA ISHARES TR

-$34.0M

115,986 -79%

清仓

VT VANGUARD INTL EQUITY INDEX F

-$33.0M

0 -100%

清仓

JPIN J P MORGAN EXCHANGE-TRADED F

-$33.0M

0 -100%

清仓

IQDF FLEXSHARES TR

-$22.4M

0 -100%

增持

VXUS VANGUARD STAR FDS

+$21.5M

1,952,342 +20%

增持

IUSB ISHARES TR

+$15.3M

349,256 +490%

减持

SCHX SCHWAB STRATEGIC TR

-$15.2M

328,808 -35%

增持

IJR ISHARES TR

+$13.8M

1,262,024 +5%

清仓

BZH BEAZER HOMES USA INC

-$11.8M

0 -100%

增持

VO VANGUARD INDEX FDS

+$11.5M

383,846 +5%

清仓

SPMD SPDR SER TR

-$11.0M

0 -100%

减持

VTI VANGUARD INDEX FDS

+$11.0M

794,620 -2%

清仓

QDF FLEXSHARES TR

-$10.8M

0 -100%

增持

BND VANGUARD BD INDEX FDS

+$9.6M

233,314 +96%

减持

BYRN BYRNA TECHNOLOGIES INC

-$9.5M

62,625 -87%

增持

BAB INVESCO EXCH TRADED FD TR II

+$9.5M

1,470,345 +24%

增持

VXF VANGUARD INDEX FDS

+$9.2M

502,009 +11%

增持

VEA VANGUARD TAX-MANAGED INTL FD

+$8.7M

5,729,758 +2%

增持

SCHF SCHWAB STRATEGIC TR

+$7.8M

3,488,926 +6%

清仓

GSLC GOLDMAN SACHS ETF TR

-$6.5M

0 -100%

减持

VWO VANGUARD INTL EQUITY INDEX F

-$6.3M

1,747,442 -6%

增持

IEMG ISHARES INC

+$6.1M

372,526 +42%

增持

IXUS ISHARES TR

+$5.9M

308,329 +37%

增持

VBK VANGUARD INDEX FDS

+$5.9M

27,546 +320%

减持

CME CME GROUP INC

+$5.7M

210,653 -4%

减持

GOVT ISHARES TR

-$5.3M

1,490,434 -12%

增持

ABBV ABBVIE INC

+$5.3M

55,071 +174%

增持

VB VANGUARD INDEX FDS

+$4.4M

231,858 +6%

增持

AGG ISHARES TR

+$4.2M

262,729 +17%

增持

DGRW WISDOMTREE TR

+$3.9M

211,765 +24%

增持

QCLN FIRST TR EXCHANGE-TRADED FD

+$3.8M

202,367 +28%

建仓

EVR EVERCORE INC

+$3.7M

27,445

减持

VTIP VANGUARD MALVERN FDS

-$3.7M

188,005 -26%

减持

SHM SPDR SER TR

-$3.7M

12,190 -86%

减持

VYM VANGUARD WHITEHALL FDS

-$3.5M

21,988 -62%

减持

MSFT MICROSOFT CORP

+$3.5M

90,690 -5%

清仓

— KADMON HLDGS INC

-$3.4M

0 -100%

减持

EL LAUDER ESTEE COS INC

-$3.3M

1,643 -87%

增持

IGF ISHARES TR

+$3.1M

450,197 +13%

增持

NVDA NVIDIA CORPORATION

+$3.0M

17,467 +66%

清仓

— INVESCO EXCH TRD SLF IDX FD

-$2.9M

0 -100%

增持

VV VANGUARD INDEX FDS

+$2.8M

118,177 +2%

减持

AMZN AMAZON COM INC

-$2.7M

5,878 -14%

减持

IWF ISHARES TR

+$2.7M

103,431 -2%

增持

EMLP FIRST TR EXCHANGE-TRADED FD

+$2.7M

1,412,321 +3%

清仓

— INVESCO EXCH TRD SLF IDX FD

-$2.5M

0 -100%

清仓

KOMP SPDR SER TR

-$2.3M

0 -100%

清仓

WDIV SPDR INDEX SHS FDS

-$2.3M

0 -100%

增持

CHH CHOICE HOTELS INTL INC

+$2.3M

77,297 +0%

清仓

— OSI ETF TR

-$2.2M

0 -100%

减持

PBW INVESCO EXCHANGE TRADED FD T

-$2.2M

30,697 -46%

减持

PYPL PAYPAL HLDGS INC

-$2.2M

16,340 -19%

建仓

MMS MAXIMUS INC

+$2.0M

25,544

减持

GOOGL ALPHABET INC

-$2.0M

3,103 -25%

减持

— SOUTHWESTERN ENERGY CO

-$2.0M

970,961 -18%

减持

VNQ VANGUARD INDEX FDS

+$2.0M

176,607 -3%

减持

— EXXON MOBIL CORP

-$2.0M

55,255 -39%

减持

SPYD SPDR SER TR

-$1.9M

8,673 -85%

清仓

DVYE ISHARES INC

-$1.9M

0 -100%

清仓

AMLP ALPS ETF TR

-$1.8M

0 -100%

减持

META META PLATFORMS INC

-$1.8M

26,610 -16%

清仓

SCZ ISHARES TR

-$1.8M

0 -100%

增持

MUB ISHARES TR

+$1.8M

126,894 +14%

减持

V VISA INC

-$1.6M

19,515 -26%

减持

IWM ISHARES TR

-$1.6M

95,189 -9%

清仓

DON WISDOMTREE TR

-$1.6M

0 -100%

建仓

COIN COINBASE GLOBAL INC

+$1.5M

5,888

清仓

RDIV INVESCO EXCH TRADED FD TR II

-$1.5M

0 -100%

增持

CVS CVS HEALTH CORP

+$1.5M

22,320 +127%

建仓

MEC MAYVILLE ENGR CO INC

+$1.4M

93,615

清仓

HYT BLACKROCK CORPOR HI YLD FD I

-$1.4M

0 -100%

减持

MRSH MARSH & MCLENNAN COS INC

-$1.3M

1,718 -84%

增持

KO COCA COLA CO

+$1.3M

113,872 +9%

增持

VTV VANGUARD INDEX FDS

+$1.2M

77,726 +3%

清仓

— J P MORGAN EXCHANGE-TRADED F

-$1.2M

0 -100%

减持

VUG VANGUARD INDEX FDS

+$1.2M

50,566 -2%

增持

ET ENERGY TRANSFER L P

+$1.2M

237,524 +202%

减持

JPM JPMORGAN CHASE & CO

-$1.2M

34,702 -15%

建仓

INFL LISTED FD TR

+$1.2M

37,725

清仓

CATY CATHAY GEN BANCORP

-$1.2M

0 -100%

减持

F FORD MTR CO DEL

-$1.2M

82,860 -59%

建仓

IRT INDEPENDENCE RLTY TR INC

+$1.2M

44,935

减持

PFE PFIZER INC

+$1.1M

115,653 -13%

减持

DIS DISNEY WALT CO

-$1.1M

23,372 -16%

减持

CHTR CHARTER COMMUNICATIONS INC N

-$1.1M

613 -70%

减持

AUB ATLANTIC UN BANKSHARES CORP

-$1.1M

48,023 -38%

减持

— EATON VANCE NEW YORK MUN BD

-$1.1M

203,645 -29%

减持

HDV ISHARES TR

-$1.1M

31,522 -30%

减持

UNH UNITEDHEALTH GROUP INC

+$1.0M

12,286 -6%

减持

MDY SPDR S&P MIDCAP 400 ETF TR

-$1.0M

11,393 -21%

减持

VDC VANGUARD WORLD FDS

+$1.0M

58,091 -2%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$989.0K

26,532 -19%

减持

IVW ISHARES TR

-$986.0K

147,211 -18%

清仓

GDX VANECK ETF TRUST

-$983.0K

0 -100%

增持

— FIRST TR ENERGY INFRASTRCTR

+$959.0K

694,566 +5%

减持

AAPL APPLE INC

+$958.0K

268,385 -19%

减持

— MEDTRONIC PLC

-$956.0K

6,779 -49%

建仓

GDXJ VANECK ETF TRUST

+$950.0K

22,666

增持

BIT BLACKROCK MULTI SECTOR INC T

+$946.0K

145,000 +61%

减持

RTX RAYTHEON TECHNOLOGIES CORP

-$940.0K

14,607 -43%

减持

BAC BK OF AMERICA CORP

-$937.0K

116,678 -19%

增持

TEVA TEVA PHARMACEUTICAL INDS LTD

+$896.0K

284,870 +100%

减持

SCHZ SCHWAB STRATEGIC TR

-$896.0K

143,674 -10%

清仓

— GLOBAL X FDS

-$893.0K

0 -100%

清仓

DBEF DBX ETF TR

-$868.0K

0 -100%

增持

IWV ISHARES TR

+$858.0K

37,546 +0%

减持

CPRX CATALYST PHARMACEUTICALS INC

-$857.0K

137,770 -59%

增持

PEP PEPSICO INC

+$852.0K

29,332 +4%

增持

SHY ISHARES TR

+$789.0K

83,371 +13%

建仓

— INTERPUBLIC GROUP COS INC

+$783.0K

20,920

增持

CPK CHESAPEAKE UTILS CORP

+$752.0K

29,087 +0%

减持

PLTR PALANTIR TECHNOLOGIES INC

-$741.0K

121,559 -1%

增持

SCHP SCHWAB STRATEGIC TR

+$735.0K

154,296 +8%

增持

QCOM QUALCOMM INC

+$733.0K

12,376 +4%

增持

EPD ENTERPRISE PRODS PARTNERS L

+$731.0K

83,126 +64%

增持

DOV DOVER CORP

+$726.0K

10,277 +40%

减持

JNJ JOHNSON & JOHNSON

-$717.0K

36,238 -15%

清仓

PFF ISHARES TR

-$701.0K

0 -100%

清仓

JLL JONES LANG LASALLE INC

-$697.0K

0 -100%

减持

NEE NEXTERA ENERGY INC

-$697.0K

28,447 -33%

建仓

HLI HOULIHAN LOKEY INC

+$692.0K

6,682

增持

VBR VANGUARD INDEX FDS

+$683.0K

16,727 +23%

增持

ABT ABBOTT LABS

+$678.0K

26,520 +3%

减持

BKNG BOOKING HOLDINGS INC

-$676.0K

104 -73%

减持

VIG VANGUARD SPECIALIZED FUNDS

+$662.0K

39,725 -1%

增持

MAR MARRIOTT INTL INC NEW

+$654.0K

6,819 +114%

减持

FISV FISERV INC

-$654.0K

16,320 -25%

减持

TGT TARGET CORP

-$654.0K

10,582 -22%

增持

VOT VANGUARD INDEX FDS

+$653.0K

5,484 +74%

建仓

VONV VANGUARD SCOTTSDALE FDS

+$651.0K

8,833

减持

VICR VICOR CORP

-$642.0K

8,447 -34%

增持

EXC EXELON CORP

+$639.0K

20,232 +85%

建仓

CUBE CUBESMART

+$631.0K

11,087

减持

GLD SPDR GOLD TR

-$620.0K

48,563 -11%

建仓

— LYONDELLBASELL INDUSTRIES N

+$611.0K

6,620

清仓

ZBRA ZEBRA TECHNOLOGIES CORPORATI

-$602.0K

0 -100%

清仓

BR BROADRIDGE FINL SOLUTIONS IN

-$601.0K

0 -100%

减持

T AT&T INC

-$601.0K

86,071 -14%

增持

MCD MCDONALDS CORP

+$599.0K

12,960 +9%