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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 6
增持 50
减持 79
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$54.0M
1,403,224
+15%
减持
—
ACCENTURE PLC IRELAND
-$35.4M
73,925
-49%
减持
CME
CME GROUP INC
-$25.5M
94,960
-55%
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
MUB
ISHARES TR
+$21.6M
331,161
+161%
增持
SCHD
SCHWAB STRATEGIC TR
+$19.0M
5,501,969
+7%
增持
SCHF
SCHWAB STRATEGIC TR
+$16.6M
4,146,069
+19%
增持
VOO
VANGUARD INDEX FDS
-$12.6M
1,042,138
+2%
减持
MSFT
MICROSOFT CORP
-$12.2M
59,262
-35%
减持
AAPL
APPLE INC
-$11.0M
209,964
-22%
增持
VO
VANGUARD INDEX FDS
+$10.3M
454,523
+18%
增持
IXUS
ISHARES TR
+$9.1M
464,545
+51%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$8.3M
1,571,944
+11%
建仓
RKT
ROCKET COS INC
+$8.2M
740,100
减持
GOVT
ISHARES TR
-$7.9M
1,280,490
-14%
增持
IUSB
ISHARES TR
+$6.5M
502,945
+44%
增持
IGF
ISHARES TR
+$6.4M
547,019
+22%
清仓
ARES
ARES MANAGEMENT CORPORATION
-$6.2M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$6.1M
386,375
+9%
增持
VV
VANGUARD INDEX FDS
+$5.9M
153,518
+30%
减持
META
META PLATFORMS INC
-$5.1M
17,506
-34%
增持
BAB
INVESCO EXCH TRADED FD TR II
-$4.6M
1,476,959
+0%
增持
VB
VANGUARD INDEX FDS
+$4.4M
267,496
+15%
减持
—
SOUTHWESTERN ENERGY CO
-$4.3M
30,000
-97%
增持
BND
VANGUARD BD INDEX FDS
+$4.2M
301,947
+29%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.2M
1,965,196
+12%
减持
NVDA
NVIDIA CORPORATION
-$4.1M
3,957
-77%
减持
GOOGL
ALPHABET INC
-$3.8M
1,882
-39%
清仓
EVR
EVERCORE INC
-$3.7M
0
-100%
减持
IVW
ISHARES TR
-$3.7M
112,592
-24%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$3.7M
6,168,442
+8%
增持
BYRN
BYRNA TECHNOLOGIES INC
+$3.6M
548,434
+776%
增持
VXUS
VANGUARD STAR FDS
+$3.6M
2,138,054
+10%
减持
GOOG
ALPHABET INC
-$3.5M
1,313
-47%
增持
IEMG
ISHARES INC
+$3.4M
462,025
+24%
减持
AMZN
AMAZON COM INC
-$3.2M
5,045
-14%
减持
HD
HOME DEPOT INC
-$3.1M
11,226
-28%
增持
—
FIRST TR ENERGY INFRASTRCTR
+$3.1M
819,651
+18%
减持
VBK
VANGUARD INDEX FDS
-$3.1M
18,923
-31%
减持
EFA
ISHARES TR
-$3.0M
83,222
-28%
减持
TSLA
TESLA INC
-$2.8M
4,252
-40%
增持
TFI
SPDR SER TR
+$2.8M
89,570
+212%
增持
HDV
ISHARES TR
+$2.7M
55,066
+75%
增持
VTI
VANGUARD INDEX FDS
-$2.7M
830,882
+5%
减持
V
VISA INC
-$2.5M
7,731
-60%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.5M
532,784
+16%
增持
VUG
VANGUARD INDEX FDS
+$2.4M
64,826
+28%
减持
PFE
PFIZER INC
-$2.3M
88,023
-24%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.2M
7,759
-37%
增持
GE
GENERAL ELECTRIC CO
+$2.2M
61,116
+68%
增持
QQQ
INVESCO QQQ TR
+$2.1M
19,842
+55%
增持
XLE
SELECT SECTOR SPDR TR
+$2.1M
81,920
+9%
清仓
MMS
MAXIMUS INC
-$2.0M
0
-100%
增持
IWF
ISHARES TR
-$2.0M
106,592
+3%
减持
SDY
SPDR SER TR
-$2.0M
147,372
-9%
减持
JPM
JPMORGAN CHASE & CO
-$1.9M
26,652
-23%
减持
MA
MASTERCARD INCORPORATED
-$1.8M
5,063
-50%
减持
PYPL
PAYPAL HLDGS INC
-$1.8M
11,227
-31%
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.8M
118,058
-18%
增持
IWB
ISHARES TR
+$1.6M
27,568
+39%
减持
LQD
ISHARES TR
-$1.6M
34,927
-21%
减持
CSCO
CISCO SYS INC
-$1.6M
25,111
-47%
减持
AVGO
BROADCOM INC
-$1.6M
1,211
-66%
减持
ABT
ABBOTT LABS
-$1.5M
18,477
-30%
减持
NKE
NIKE INC
-$1.5M
12,597
-35%
减持
PG
PROCTER AND GAMBLE CO
-$1.5M
29,835
-20%
增持
CVX
CHEVRON CORP NEW
+$1.5M
28,221
+7%
清仓
COIN
COINBASE GLOBAL INC
-$1.5M
0
-100%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.5M
9,002
-21%
增持
IWV
ISHARES TR
+$1.5M
45,359
+21%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$1.5M
0
-100%
建仓
SNOW
SNOWFLAKE INC
+$1.4M
6,062
减持
CMCSA
COMCAST CORP NEW
-$1.4M
18,863
-58%
减持
—
EATON VANCE NEW YORK MUN BD
-$1.4M
104,695
-49%
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N
+$1.4M
2,047
减持
IWD
ISHARES TR
-$1.3M
73,698
-9%
减持
NFLX
NETFLIX INC
-$1.3M
2,347
-35%
减持
QCOM
QUALCOMM INC
-$1.3M
6,546
-47%
增持
SCHX
SCHWAB STRATEGIC TR
-$1.3M
671,780
+104%
减持
VYM
VANGUARD WHITEHALL FDS
-$1.2M
10,980
-50%
增持
SUB
ISHARES TR
+$1.2M
14,945
+356%
减持
CRM
SALESFORCE COM INC
-$1.2M
6,094
-38%
减持
ARCC
ARES CAPITAL CORP
-$1.2M
13,411
-81%
减持
BAC
BK OF AMERICA CORP
-$1.2M
97,358
-17%
减持
SBUX
STARBUCKS CORP
-$1.2M
13,154
-35%
增持
SHY
ISHARES TR
+$1.1M
99,324
+19%
建仓
GDX
VANECK ETF TRUST
+$1.1M
29,487
增持
IJH
ISHARES TR
-$1.1M
758,998
+5%
减持
CHH
CHOICE HOTELS INTL INC
-$1.1M
77,257
-0%
减持
IBB
ISHARES TR
-$1.1M
15,549
-24%
减持
INTC
INTEL CORP
-$1.1M
29,522
-40%
减持
—
AON PLC
-$1.1M
844
-81%
减持
KO
COCA COLA CO
-$1.1M
91,618
-20%
减持
ORCL
ORACLE CORP
-$1.0M
5,519
-68%
建仓
EFG
ISHARES TR
+$1.0M
10,849
减持
UNP
UNION PAC CORP
-$1.0M
3,150
-58%
增持
IWM
ISHARES TR
-$1.0M
98,109
+3%
增持
BIT
BLACKROCK MULTI SECTOR INC T
+$996.0K
220,000
+52%
减持
LLY
LILLY ELI & CO
-$972.0K
2,032
-64%
清仓
GDXJ
VANECK ETF TRUST
-$950.0K
0
-100%
减持
PEP
PEPSICO INC
-$949.0K
24,772
-16%
减持
LOW
LOWES COS INC
-$945.0K
2,440
-56%
增持
VXF
VANGUARD INDEX FDS
-$939.0K
548,460
+9%
减持
DHR
DANAHER CORPORATION
-$939.0K
3,470
-42%
清仓
FLOT
ISHARES TR
-$929.0K
0
-100%
增持
GLD
SPDR GOLD TR
+$925.0K
51,075
+5%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$907.0K
749
-63%
增持
ET
ENERGY TRANSFER L P
+$907.0K
255,720
+8%
减持
—
BLACKROCK INC
-$903.0K
1,332
-37%
减持
CVS
CVS HEALTH CORP
-$900.0K
13,864
-38%
减持
UPS
UNITED PARCEL SERVICE INC
-$886.0K
2,438
-63%
减持
TROW
PRICE T ROWE GROUP INC
-$873.0K
12,751
-10%
减持
MRK
MERCK & CO INC
-$873.0K
39,020
-27%
增持
VBR
VANGUARD INDEX FDS
+$871.0K
21,957
+31%
清仓
OBDC
OWL ROCK CAPITAL CORPORATION
-$842.0K
0
-100%
增持
SCHP
SCHWAB STRATEGIC TR
+$830.0K
173,507
+12%
减持
MCD
MCDONALDS CORP
-$830.0K
10,694
-17%
清仓
PRU
PRUDENTIAL FINL INC
-$829.0K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$818.0K
21,700
-24%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$817.0K
200,222
-1%
减持
AMT
AMERICAN TOWER CORP NEW
-$807.0K
1,086
-71%
增持
AGG
ISHARES TR
-$806.0K
272,324
+4%
减持
ISTB
ISHARES TR
-$805.0K
66,902
-17%
减持
TGT
TARGET CORP
-$779.0K
7,871
-26%
增持
COF
CAPITAL ONE FINL CORP
+$775.0K
9,988
+170%
减持
COST
COSTCO WHSL CORP NEW
-$767.0K
4,629
-23%
减持
MMM
3M CO
-$762.0K
15,428
-10%
减持
IRT
INDEPENDENCE RLTY TR INC
-$762.0K
15,096
-66%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$724.0K
320,123
+12%
清仓
NOW
SERVICENOW INC
-$722.0K
0
-100%
减持
MS
MORGAN STANLEY
-$721.0K
7,523
-46%
减持
—
DEUTSCHE BANK A G
-$712.0K
96,560
-38%
减持
EXC
EXELON CORP
-$706.0K
9,721
-52%
清仓
HLI
HOULIHAN LOKEY INC
-$692.0K
0
-100%
减持
AMAT
APPLIED MATLS INC
-$691.0K
2,114
-66%
减持
T
AT&T INC
-$686.0K
60,544
-30%
减持
F
FORD MTR CO DEL
-$681.0K
61,484
-26%
减持
BBH
VANECK ETF TRUST
-$678.0K
12,849
-12%
减持
AMGN
AMGEN INC
-$676.0K
2,650
-55%
减持
HYG
ISHARES TR
-$676.0K
2,455
-76%
减持
HON
HONEYWELL INTL INC
-$670.0K
2,944
-51%
增持
SCHA
SCHWAB STRATEGIC TR
-$659.0K
164,066
+99%
增持
VZ
VERIZON COMMUNICATIONS INC
+$655.0K
131,846
+13%
清仓
ZTS
ZOETIS INC
-$653.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$642.0K
21,709
-7%
减持
JNJ
JOHNSON & JOHNSON
-$632.0K
31,413
-13%
清仓
COP
CONOCOPHILLIPS
-$617.0K
0
-100%
增持
INFL
LISTED FD TR
+$616.0K
53,830
+43%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$611.0K
0
-100%
清仓
—
APOLLO GLOBAL MGMT INC
-$609.0K
0
-100%
建仓
RJF
RAYMOND JAMES FINL INC
+$602.0K
5,476
