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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

22Q2 调仓2022-03-31 → 2022-06-30 · 共 150 项建仓 35增持 85减持 27清仓 3

方向

标的

Δ市值

现股数(环比)

建仓

ACWV ISHARES INC

+$92.2M

976,010

增持

IJH ISHARES TR

+$79.2M

1,250,550 +65%

增持

IVV ISHARES TR

-$77.8M

1,474,005 +5%

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

VOO VANGUARD INDEX FDS

-$68.8M

1,048,751 +1%

增持

SPY SPDR S&P 500 ETF TR

+$49.1M

592,659 +53%

增持

IEFA ISHARES TR

+$48.3M

860,953 +2393%

减持

VTI VANGUARD INDEX FDS

-$46.5M

756,488 -9%

增持

MUB ISHARES TR

+$40.7M

723,790 +119%

建仓

SPYM SPDR SER TR

+$39.6M

893,556

增持

NOBL PROSHARES TR

+$37.4M

441,920 +13594%

建仓

DTH WISDOMTREE TR

+$37.0M

1,069,644

增持

VEA VANGUARD TAX-MANAGED INTL FD

-$33.6M

6,438,818 +4%

增持

EFA ISHARES TR

+$31.4M

600,494 +622%

建仓

JPIN J P MORGAN EXCHANGE TRADED F

+$27.6M

566,435

建仓

VT VANGUARD INTL EQUITY INDEX F

+$26.2M

306,442

增持

SCHD SCHWAB STRATEGIC TR

-$23.2M

5,736,415 +4%

增持

VTEB VANGUARD MUN BD FDS

+$22.0M

621,656 +255%

建仓

IQDF FLEXSHARES TR

+$20.8M

1,019,733

增持

IJR ISHARES TR

-$20.1M

1,342,659 +0%

减持

VXF VANGUARD INDEX FDS

-$19.9M

541,355 -1%

减持

VXUS VANGUARD STAR FDS

-$18.3M

2,119,394 -1%

增持

CME CME GROUP INC

+$17.5M

195,980 +106%

增持

VO VANGUARD INDEX FDS

-$14.4M

475,951 +5%

增持

SCHF SCHWAB STRATEGIC TR

-$13.9M

4,400,138 +6%

增持

VV VANGUARD INDEX FDS

+$11.9M

254,550 +66%

建仓

QDF FLEXSHARES TR

+$10.0M

197,869

减持

AGG ISHARES TR

-$9.7M

191,854 -30%

减持

GOVT ISHARES TR

-$9.5M

935,456 -27%

增持

IXUS ISHARES TR

+$9.4M

707,152 +52%

建仓

SMMD ISHARES TR

+$9.3M

179,382

建仓

SPMD SPDR SER TR

+$9.0M

226,125

增持

VB VANGUARD INDEX FDS

-$8.1M

276,661 +3%

增持

BIL SPDR SER TR

+$7.7M

118,902 +243%

增持

SCHX SCHWAB STRATEGIC TR

+$7.1M

970,076 +44%

增持

VYM VANGUARD WHITEHALL FDS

+$6.8M

78,491 +615%

减持

BND VANGUARD BD INDEX FDS

-$6.5M

232,522 -23%

增持

VWO VANGUARD INTL EQUITY INDEX F

+$6.5M

2,331,650 +19%

增持

EMLP FIRST TR EXCHANGE-TRADED FD

+$6.4M

1,937,894 +23%

增持

VTV VANGUARD INDEX FDS

+$5.6M

131,438 +65%

增持

IWF ISHARES TR

-$5.5M

109,966 +3%

增持

VTIP VANGUARD MALVERN FDS

+$5.2M

291,588 +58%

建仓

GSLC GOLDMAN SACHS ETF TR

+$5.1M

67,572

增持

HDV ISHARES TR

+$4.8M

105,955 +92%

增持

SCHE SCHWAB STRATEGIC TR

+$4.5M

613,260 +54%

增持

AAPL APPLE INC

+$4.3M

299,829 +43%

增持

— ACCENTURE PLC IRELAND

-$4.0M

75,310 +2%

减持

BAB INVESCO EXCH TRADED FD TR II

-$3.9M

1,440,758 -2%

增持

MSFT MICROSOFT CORP

+$3.8M

86,001 +45%

增持

IUSB ISHARES TR

+$3.4M

605,534 +20%

增持

EIM EATON VANCE MUN BD FD

+$3.4M

360,099 +780%

增持

SCHP SCHWAB STRATEGIC TR

+$3.4M

249,124 +44%

减持

IEMG ISHARES INC

-$3.3M

456,074 -1%

增持

BSV VANGUARD BD INDEX FDS

+$3.2M

66,375 +178%

增持

JNJ JOHNSON & JOHNSON

+$3.2M

49,339 +57%

清仓

PAG PENSKE AUTOMOTIVE GRP INC

-$3.0M

0 -100%

增持

SHM SPDR SER TR

+$3.0M

75,251 +507%

减持

GE GENERAL ELECTRIC CO

-$2.9M

41,612 -32%

增持

TFI SPDR SER TR

+$2.9M

156,457 +75%

增持

RKT ROCKET COS INC

-$2.8M

740,400 +0%

清仓

VGSH VANGUARD SCOTTSDALE FDS

-$2.6M

0 -100%

建仓

KOMP SPDR SER TR

+$2.5M

61,525

减持

QQQ INVESCO QQQ TR

-$2.4M

17,067 -14%

减持

IEI ISHARES TR

-$2.3M

37,767 -33%

增持

SPYD SPDR SER TR

+$2.3M

66,673 +669%

增持

IGF ISHARES TR

+$2.3M

643,832 +18%

减持

SDY SPDR SER TR

-$2.2M

140,217 -5%

增持

VPU VANGUARD WORLD FDS

+$2.2M

17,627 +529%

增持

QCLN FIRST TR EXCHANGE-TRADED FD

-$2.2M

205,203 +2%

减持

BIT BLACKROCK MULTI SECTOR INC T

-$2.2M

100,000 -55%

减持

SCHZ SCHWAB STRATEGIC TR

-$2.2M

79,355 -33%

建仓

WDIV SPDR INDEX SHS FDS

+$2.2M

35,000

增持

VNQ VANGUARD INDEX FDS

-$2.1M

195,247 +6%

增持

IWV ISHARES TR

-$2.0M

45,411 +0%

建仓

OUSM ALPS ETF TR

+$2.0M

64,000

减持

TEVA TEVA PHARMACEUTICAL INDS LTD

-$1.9M

150,123 -53%

增持

ABT ABBOTT LABS

+$1.8M

36,321 +97%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$1.7M

34,523 +58%

减持

ACWI ISHARES TR

-$1.7M

64,842 -9%

建仓

AMLP ALPS ETF TR

+$1.6M

46,750

建仓

RDIV INVESCO EXCH TRADED FD TR II

+$1.6M

38,000

减持

IQLT ISHARES TR

-$1.6M

170,350 -8%

增持

SUB ISHARES TR

+$1.5M

29,580 +98%

建仓

DON WISDOMTREE TR

+$1.5M

38,600

增持

IWM ISHARES TR

-$1.5M

110,035 +12%

建仓

ATO ATMOS ENERGY CORP

+$1.5M

13,047

增持

SYK STRYKER CORPORATION

+$1.5M

13,054 +207%

减持

VIG VANGUARD SPECIALIZED FUNDS

-$1.5M

35,233 -12%

增持

SCHW SCHWAB CHARLES CORP

+$1.4M

31,413 +393%

增持

UNH UNITEDHEALTH GROUP INC

+$1.4M

10,441 +35%

建仓

SCZ ISHARES TR

+$1.4M

25,562

减持

SHY ISHARES TR

-$1.4M

83,362 -16%

减持

BBH VANECK ETF TRUST

-$1.4M

4,907 -62%

增持

SCHA SCHWAB STRATEGIC TR

-$1.4M

164,618 +0%

减持

DGRW WISDOMTREE TR

-$1.3M

210,530 -0%

增持

— EXXON MOBIL CORP

+$1.3M

60,657 +30%

建仓

DVYE ISHARES INC

+$1.3M

48,650

建仓

— J P MORGAN EXCHANGE TRADED F

+$1.2M

39,000

增持

DEO DIAGEO PLC

+$1.2M

8,330 +640%

增持

BX BLACKSTONE INC

-$1.2M

37,679 +3%

建仓

OKE ONEOK INC NEW

+$1.2M

21,702

增持

V VISA INC

+$1.2M

14,763 +91%

增持

IWB ISHARES TR

-$1.2M

27,632 +0%

增持

GOOGL ALPHABET INC

+$1.1M

2,927 +56%

增持

DOW DOW INC

+$1.1M

26,213 +688%

增持

— ENDO INTL PLC

-$1.1M

630,000 +2%

增持

GOOG ALPHABET INC

+$1.1M

2,194 +67%

减持

VGIT VANGUARD SCOTTSDALE FDS

-$1.1M

16,644 -51%

增持

PM PHILIP MORRIS INTL INC

+$1.1M

24,558 +75%

增持

PAYX PAYCHEX INC

+$1.1M

14,268 +272%

增持

XLE SELECT SECTOR SPDR TR

+$1.1M

102,614 +25%

增持

VDC VANGUARD WORLD FDS

+$1.1M

66,844 +16%

清仓

EFG ISHARES TR

-$1.0M

0 -100%

增持

MA MASTERCARD INCORPORATED

+$1.0M

9,006 +78%

增持

PFE PFIZER INC

+$1.0M

106,426 +21%

减持

— EATON VANCE NEW YORK MUN BD

-$998.0K

10,650 -90%

减持

COF CAPITAL ONE FINL CORP

-$977.0K

3,205 -68%

增持

KO COCA COLA CO

+$969.0K

105,685 +15%

增持

GM GENERAL MTRS CO

+$943.0K

39,299 +464%

增持

HD HOME DEPOT INC

+$941.0K

15,680 +40%

建仓

WTRG ESSENTIAL UTILS INC

+$908.0K

19,803

增持

— AON PLC

+$875.0K

4,266 +405%

增持

BA BOEING CO

+$869.0K

17,063 +123%

减持

LRGF ISHARES TR

-$854.0K

104,376 -3%

建仓

TRP TC ENERGY CORP

+$849.0K

16,383

建仓

UAL UNITED AIRLS HLDGS INC

+$844.0K

23,815

建仓

NFG NATIONAL FUEL GAS CO

+$828.0K

12,540

增持

MDY SPDR S&P MIDCAP 400 ETF TR

+$822.0K

12,665 +41%

建仓

CHTR CHARTER COMMUNICATIONS INC N

+$816.0K

1,741

增持

IVW ISHARES TR

-$807.0K

129,133 +15%

建仓

DBEF DBX ETF TR

+$801.0K

23,000

增持

MRK MERCK & CO INC

+$788.0K

43,761 +12%

增持

AMZN AMAZON COM INC

-$778.0K

147,519 +2824%

增持

INTC INTEL CORP

+$775.0K

59,824 +103%

建仓

SCHO SCHWAB STRATEGIC TR

+$772.0K

15,686

增持

PDBC INVESCO ACTVELY MNGD ETC FD

+$762.0K

79,640 +108%

建仓

PFF ISHARES TR

+$758.0K

23,050

减持

ET ENERGY TRANSFER L P

-$746.0K

212,038 -17%

增持

XLV SELECT SECTOR SPDR TR

+$740.0K

12,428 +99%

增持

VZ VERIZON COMMUNICATIONS INC

+$731.0K

146,734 +11%

建仓

PEG PUBLIC SVC ENTERPRISE GRP IN

+$726.0K

11,477

增持

DIS DISNEY WALT CO

-$726.0K

23,861 +10%

建仓

ABBNY ABB LTD

+$724.0K

27,100

建仓

CWT CALIFORNIA WTR SVC GROUP

+$722.0K

13,000

建仓

JLL JONES LANG LASALLE INC

+$721.0K

4,124

增持

CSCO CISCO SYS INC

+$712.0K

49,532 +97%

增持

PLTR PALANTIR TECHNOLOGIES INC

-$712.0K

153,386 +0%

建仓

— INVESCO EXCH TRD SLF IDX FD

+$705.0K

33,646

建仓

UGI UGI CORP NEW

+$705.0K

18,250

减持

LQD ISHARES TR

-$704.0K

31,987 -8%

增持

NEE NEXTERA ENERGY INC

+$683.0K

32,541 +50%