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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 24
增持 80
减持 41
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD INDEX FDS
+$29.4M
378,155
+188%
减持
MUB
ISHARES TR
-$27.2M
485,723
-33%
增持
SCHD
SCHWAB STRATEGIC TR
-$26.8M
5,781,287
+1%
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
IVV
ISHARES TR
+$20.2M
1,614,606
+10%
增持
VUG
VANGUARD INDEX FDS
+$19.6M
178,159
+114%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$18.6M
6,714,121
+4%
增持
IUSB
ISHARES TR
+$16.6M
1,010,362
+67%
减持
SPY
SPDR S&P 500 ETF TR
-$15.9M
581,470
-2%
增持
GOOG
ALPHABET INC
+$15.5M
211,522
+9541%
减持
ACWV
ISHARES INC
-$13.1M
894,018
-8%
增持
VV
VANGUARD INDEX FDS
+$12.6M
345,167
+36%
增持
VOT
VANGUARD INDEX FDS
+$12.0M
75,431
+1440%
增持
VOE
VANGUARD INDEX FDS
+$11.6M
112,226
+597%
增持
VOO
VANGUARD INDEX FDS
-$11.0M
1,074,719
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$10.9M
2,362,707
+1%
减持
CME
CME GROUP INC
-$9.4M
173,633
-11%
增持
VXUS
VANGUARD STAR FDS
+$8.6M
2,578,606
+22%
增持
IEMG
ISHARES INC
+$8.0M
707,136
+55%
增持
VB
VANGUARD INDEX FDS
+$7.1M
326,759
+18%
减持
JPIN
J P MORGAN EXCHANGE TRADED F
-$6.7M
489,498
-14%
增持
SCHF
SCHWAB STRATEGIC TR
+$6.6M
5,153,712
+17%
减持
DTH
WISDOMTREE TR
-$6.5M
1,003,998
-6%
增持
IJH
ISHARES TR
-$6.5M
1,260,641
+1%
减持
EFA
ISHARES TR
-$5.9M
563,954
-6%
减持
IEFA
ISHARES TR
-$5.7M
854,369
-1%
增持
VBR
VANGUARD INDEX FDS
+$5.5M
61,988
+176%
增持
VBK
VANGUARD INDEX FDS
+$5.2M
53,386
+101%
增持
VO
VANGUARD INDEX FDS
+$5.2M
526,302
+11%
减持
GOVT
ISHARES TR
-$5.2M
755,324
-19%
增持
VTI
VANGUARD INDEX FDS
-$5.1M
766,423
+1%
减持
VTEB
VANGUARD MUN BD FDS
-$5.1M
538,117
-13%
增持
IJR
ISHARES TR
-$5.0M
1,366,107
+2%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$4.8M
1,745,448
+21%
增持
BSV
VANGUARD BD INDEX FDS
+$4.7M
131,446
+98%
减持
IGF
ISHARES TR
-$4.7M
607,659
-6%
减持
NOBL
PROSHARES TR
-$4.7M
413,386
-6%
增持
ITOT
ISHARES TR
+$4.6M
85,333
+233%
增持
VTIP
VANGUARD MALVERN FDS
+$4.2M
391,924
+34%
减持
SPYM
SPDR SER TR
-$3.8M
853,001
-5%
增持
JNJ
JOHNSON & JOHNSON
+$3.7M
75,998
+54%
增持
IWB
ISHARES TR
+$3.7M
47,611
+72%
减持
IQDF
FLEXSHARES TR
-$3.0M
999,115
-2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$2.8M
618,980
+2%
减持
SHM
SPDR SER TR
-$2.8M
16,880
-78%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$2.6M
69,507
+373%
增持
AGG
ISHARES TR
+$2.2M
224,924
+17%
增持
VXF
VANGUARD INDEX FDS
+$2.1M
574,793
+6%
增持
JNK
SPDR SER TR
+$2.1M
27,434
+657%
建仓
EFV
ISHARES TR
+$1.9M
49,079
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.9M
42,213
-47%
增持
ESGU
ISHARES TR
+$1.7M
30,894
+233%
减持
BA
BOEING CO
-$1.6M
5,717
-66%
减持
SCHP
SCHWAB STRATEGIC TR
-$1.6M
237,274
-5%
减持
QDF
FLEXSHARES TR
-$1.6M
179,102
-9%
建仓
BIV
VANGUARD BD INDEX FDS
+$1.6M
21,272
减持
HDV
ISHARES TR
-$1.5M
99,768
-6%
增持
GOOGL
ALPHABET INC
-$1.5M
50,672
+1631%
建仓
SUSA
ISHARES TR
+$1.5M
19,441
增持
VZ
VERIZON COMMUNICATIONS INC
-$1.4M
158,074
+8%
增持
VNQ
VANGUARD INDEX FDS
-$1.4M
204,521
+5%
减持
SUB
ISHARES TR
-$1.4M
16,910
-43%
增持
AMLP
ALPS ETF TR
+$1.4M
81,276
+74%
减持
SYK
STRYKER CORPORATION
-$1.3M
6,365
-51%
增持
—
ACCENTURE PLC IRELAND
-$1.3M
76,357
+1%
增持
SMMD
ISHARES TR
+$1.3M
211,418
+18%
增持
CI
CIGNA CORP NEW
+$1.2M
5,715
+343%
减持
SHY
ISHARES TR
-$1.2M
69,765
-16%
清仓
—
J P MORGAN EXCHANGE TRADED F
-$1.2M
0
-100%
建仓
VPL
VANGUARD INTL EQUITY INDEX F
+$1.2M
21,072
增持
SCHE
SCHWAB STRATEGIC TR
-$1.2M
641,468
+5%
增持
KO
COCA COLA CO
+$1.2M
139,977
+32%
增持
—
EXXON MOBIL CORP
+$1.1M
72,504
+20%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$1.1M
317,274
+4%
建仓
EFG
ISHARES TR
+$1.1M
15,415
增持
QCLN
FIRST TR EXCHANGE-TRADED FD
+$1.1M
207,566
+1%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$1.1M
1,960,217
+1%
增持
GE
GENERAL ELECTRIC CO
+$1.1M
60,484
+45%
增持
IWF
ISHARES TR
+$1.1M
119,401
+9%
增持
MSFT
MICROSOFT CORP
-$1.1M
90,295
+5%
建仓
IGSB
ISHARES TR
+$1.0M
21,079
增持
IXUS
ISHARES TR
-$1.0M
771,902
+9%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$1.0M
7,236
+219%
减持
ET
ENERGY TRANSFER L P
-$1.0M
100,038
-53%
减持
BIL
SPDR SER TR
-$1.0M
107,724
-9%
增持
TFI
SPDR SER TR
+$1.0M
186,069
+19%
增持
EXC
EXELON CORP
+$1.0M
41,404
+242%
减持
GLD
SPDR GOLD TR
-$998.0K
50,296
-3%
减持
GM
GENERAL MTRS CO
-$988.0K
8,096
-79%
减持
VDC
VANGUARD WORLD FDS
-$983.0K
66,394
-1%
建仓
MTB
M & T BK CORP
+$972.0K
5,512
增持
IWR
ISHARES TR
+$949.0K
26,026
+152%
清仓
BBJP
J P MORGAN EXCHANGE TRADED F
-$925.0K
0
-100%
增持
CEG
CONSTELLATION ENERGY CORP
+$916.0K
13,786
+242%
减持
FCNCA
FIRST CTZNS BANCSHARES INC N
-$902.0K
547
-73%
减持
DGRW
WISDOMTREE TR
-$871.0K
207,643
-1%
减持
IQLT
ISHARES TR
-$869.0K
158,386
-7%
建仓
—
ISHARES TR
+$853.0K
34,085
减持
KOMP
SPDR SER TR
-$848.0K
42,643
-31%
增持
ABBV
ABBVIE INC
-$846.0K
48,237
+1%
增持
QQQ
INVESCO QQQ TR
+$841.0K
21,046
+23%
建仓
—
ISHARES TR
+$799.0K
32,026
减持
COST
COSTCO WHSL CORP NEW
-$792.0K
4,470
-26%
减持
META
META PLATFORMS INC
-$789.0K
18,567
-9%
增持
IWO
ISHARES TR
+$764.0K
5,035
+276%
建仓
SRE
SEMPRA
+$760.0K
5,065
减持
INTC
INTEL CORP
-$751.0K
57,701
-4%
增持
BAC
BK OF AMERICA CORP
+$747.0K
135,505
+26%
增持
SDY
SPDR SER TR
-$732.0K
142,687
+2%
增持
F
FORD MTR CO DEL
+$731.0K
215,184
+43%
清仓
CWT
CALIFORNIA WTR SVC GROUP
-$722.0K
0
-100%
建仓
ZETA
ZETA GLOBAL HOLDINGS CORP
+$722.0K
109,259
增持
HSY
HERSHEY CO
+$708.0K
8,200
+60%
清仓
BBY
BEST BUY INC
-$674.0K
0
-100%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$647.0K
220,123
+47%
减持
IEI
ISHARES TR
-$641.0K
33,828
-10%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$626.0K
22,952
+180%
增持
IWS
ISHARES TR
+$623.0K
12,750
+115%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$615.0K
12,671
+196%
增持
EEMV
ISHARES INC
+$609.0K
19,958
+175%
减持
XLE
SELECT SECTOR SPDR TR
-$607.0K
93,455
-9%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$601.0K
20,783
+82%
增持
TSLA
TESLA INC
+$589.0K
19,681
+186%
增持
—
FIRST TR ENERGY INFRASTRCTR
-$572.0K
894,980
+3%
增持
REET
ISHARES TR
+$566.0K
183,884
+33%
建仓
HRL
HORMEL FOODS CORP
+$561.0K
12,349
增持
PFE
PFIZER INC
-$554.0K
114,864
+8%
建仓
VTHR
VANGUARD SCOTTSDALE FDS
+$549.0K
3,405
增持
TIP
ISHARES TR
+$521.0K
14,068
+68%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$518.0K
6,846
减持
BBH
VANECK ETF TRUST
-$498.0K
1,542
-69%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$488.0K
13,838
+198%
建仓
PSK
SPDR SER TR
+$485.0K
13,902
清仓
JD
JD.COM INC
-$481.0K
0
-100%
减持
GSLC
GOLDMAN SACHS ETF TR
-$471.0K
64,667
-4%
建仓
IEP
ICAHN ENTERPRISES LP
+$469.0K
9,448
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$467.0K
3,764
增持
IJT
ISHARES TR
+$467.0K
7,343
+176%
建仓
—
ISHARES TR
+$466.0K
19,125
增持
IYW
ISHARES TR
+$464.0K
15,076
+88%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$463.0K
13,009
建仓
IYE
ISHARES TR
+$461.0K
11,734
增持
IWD
ISHARES TR
+$457.0K
90,631
+11%
减持
LRGF
ISHARES TR
-$455.0K
96,658
-7%
增持
IBB
ISHARES TR
+$451.0K
17,486
+29%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$449.0K
18,886
+77%
建仓
IVOO
VANGUARD ADMIRAL FDS INC
+$440.0K
2,960
建仓
FRT
FEDERAL RLTY INVT TR NEW
+$438.0K
4,847
建仓
OTIS
OTIS WORLDWIDE CORP
+$438.0K
6,868
减持
UTG
REAVES UTIL INCOME FD
-$434.0K
42,410
-17%
建仓
IGIB
ISHARES TR
+$429.0K
8,891
