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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 13
增持 90
减持 39
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$82.6M
1,722,049
+7%
增持
SCHD
SCHWAB STRATEGIC TR
+$66.0M
5,957,983
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$63.8M
7,335,925
+9%
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
VXUS
VANGUARD STAR FDS
+$42.4M
3,102,126
+20%
增持
IEMG
ISHARES INC
+$40.6M
1,519,625
+115%
增持
VUG
VANGUARD INDEX FDS
+$40.0M
366,399
+106%
增持
NOBL
PROSHARES TR
+$30.1M
702,085
+70%
减持
IJH
ISHARES TR
+$27.9M
1,258,038
-0%
建仓
TFLO
ISHARES TR
+$23.3M
462,494
减持
VOO
VANGUARD INDEX FDS
+$22.9M
1,069,545
-0%
减持
JPIN
J P MORGAN EXCHANGE TRADED F
-$20.0M
18,512
-96%
增持
VV
VANGUARD INDEX FDS
+$19.5M
436,288
+26%
减持
SCHF
SCHWAB STRATEGIC TR
+$17.4M
5,040,710
-2%
增持
IJR
ISHARES TR
+$13.9M
1,405,252
+3%
增持
VO
VANGUARD INDEX FDS
+$13.8M
552,957
+5%
增持
IXUS
ISHARES TR
+$11.7M
880,384
+14%
增持
IEFA
ISHARES TR
+$8.3M
864,905
+1%
增持
MSFT
MICROSOFT CORP
+$7.7M
119,846
+33%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$7.4M
2,401,772
+2%
减持
SPY
SPDR S&P 500 ETF TR
+$7.0M
561,409
-3%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$6.8M
2,005,834
+15%
增持
SMMD
ISHARES TR
+$6.2M
315,480
+49%
减持
IUSB
ISHARES TR
-$5.8M
872,543
-14%
增持
SCHX
SCHWAB STRATEGIC TR
+$5.7M
1,081,044
+6%
增持
MUB
ISHARES TR
+$5.5M
524,606
+8%
减持
CME
CME GROUP INC
-$5.4M
150,882
-13%
减持
ACWV
ISHARES INC
+$5.4M
889,560
-0%
增持
VB
VANGUARD INDEX FDS
+$5.3M
333,191
+2%
增持
BND
VANGUARD BD INDEX FDS
+$5.0M
316,309
+28%
增持
SPYM
SPDR SER TR
+$4.7M
899,715
+5%
增持
VXF
VANGUARD INDEX FDS
+$4.5M
583,639
+2%
增持
SCHE
SCHWAB STRATEGIC TR
+$4.0M
777,489
+21%
增持
HRL
HORMEL FOODS CORP
+$4.0M
100,791
+716%
增持
IQDF
FLEXSHARES TR
+$3.9M
1,050,990
+5%
增持
AMZN
AMAZON COM INC
-$3.6M
141,461
+3%
增持
SCHP
SCHWAB STRATEGIC TR
+$3.5M
304,510
+28%
减持
EFA
ISHARES TR
+$3.3M
531,285
-6%
增持
AGG
ISHARES TR
+$3.3M
257,071
+14%
增持
—
EXXON MOBIL CORP
+$3.0M
84,911
+17%
减持
DTH
WISDOMTREE TR
+$2.8M
927,193
-8%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.8M
15,240
+45%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$2.7M
322,147
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.7M
38,699
+12%
减持
VTIP
VANGUARD MALVERN FDS
-$2.7M
345,662
-12%
增持
JNJ
JOHNSON & JOHNSON
+$2.5M
84,514
+11%
增持
TSLA
TESLA INC
-$2.5M
21,965
+12%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$2.3M
1,914,079
-2%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$2.3M
202,495
-2%
增持
VBR
VANGUARD INDEX FDS
+$2.3M
70,259
+13%
减持
IEI
ISHARES TR
-$2.2M
14,277
-58%
增持
XLE
SELECT SECTOR SPDR TR
+$2.1M
100,498
+8%
增持
SCHW
SCHWAB CHARLES CORP
+$2.0M
51,738
+62%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.0M
0
-100%
增持
TFI
SPDR SER TR
+$2.0M
222,601
+20%
减持
GOVT
ISHARES TR
-$2.0M
670,522
-11%
增持
VTEB
VANGUARD MUN BD FDS
+$1.9M
562,772
+5%
建仓
—
ISHARES TR
+$1.9M
78,461
减持
IWF
ISHARES TR
-$1.9M
108,370
-9%
增持
HDV
ISHARES TR
+$1.9M
105,573
+6%
增持
JPM
JPMORGAN CHASE & CO
+$1.9M
40,651
+19%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.8M
584,258
-6%
增持
SBUX
STARBUCKS CORP
+$1.8M
32,548
+87%
增持
VNQ
VANGUARD INDEX FDS
+$1.7M
219,999
+8%
增持
ABBV
ABBVIE INC
+$1.7M
50,815
+5%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.7M
16,746
增持
PG
PROCTER AND GAMBLE CO
+$1.7M
41,908
+13%
增持
KO
COCA COLA CO
+$1.7M
149,631
+7%
减持
SDY
SPDR SER TR
+$1.7M
140,359
-2%
减持
VTI
VANGUARD INDEX FDS
+$1.6M
727,736
-5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.6M
26,096
+48%
增持
IWD
ISHARES TR
+$1.6M
91,497
+1%
增持
BSV
VANGUARD BD INDEX FDS
+$1.5M
150,242
+14%
减持
PBW
INVESCO EXCHANGE TRADED FD T
-$1.4M
20,971
-55%
增持
V
VISA INC
+$1.4M
19,494
+29%
建仓
—
ISHARES TR
+$1.4M
56,697
增持
MRK
MERCK & CO INC
+$1.3M
46,337
+5%
增持
CVX
CHEVRON CORP NEW
+$1.3M
35,741
+0%
增持
GOOGL
ALPHABET INC
+$1.3M
69,675
+38%
减持
DGRW
WISDOMTREE TR
+$1.2M
205,243
-1%
增持
PEP
PEPSICO INC
+$1.2M
30,555
+15%
建仓
—
LIBERTY MEDIA CORP DEL
+$1.1M
18,664
增持
—
FIRST TR ENERGY INFRASTRCTR
+$1.1M
904,641
+1%
减持
BIV
VANGUARD BD INDEX FDS
-$1.1M
6,178
-71%
增持
MA
MASTERCARD INCORPORATED
+$1.1M
11,143
+14%
清仓
—
SWEDISH EXPT CR CORP
-$1.1M
0
-100%
增持
HD
HOME DEPOT INC
+$1.1M
17,292
+9%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$1.1M
47,074
-32%
减持
IVW
ISHARES TR
-$1.1M
121,040
-14%
减持
IGF
ISHARES TR
+$1.1M
577,820
-5%
增持
ELV
ELEVANCE HEALTH INC
+$1.1M
2,466
+458%
清仓
IGSB
ISHARES TR
-$1.0M
0
-100%
增持
NFLX
NETFLIX INC
+$1.0M
5,961
+91%
增持
VOT
VANGUARD INDEX FDS
+$1.0M
77,155
+2%
增持
AAPL
APPLE INC
+$1.0M
323,048
+9%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$979.0K
0
-100%
增持
EEM
ISHARES TR
+$952.4K
33,123
+281%
减持
VDC
VANGUARD WORLD FDS
+$937.0K
64,431
-3%
增持
ABT
ABBOTT LABS
+$926.2K
40,589
+11%
清仓
BBCA
J P MORGAN EXCHANGE TRADED F
-$896.0K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$891.9K
11,974
减持
SUB
ISHARES TR
-$883.3K
8,178
-52%
减持
SPMD
SPDR SER TR
+$876.6K
227,755
-0%
建仓
KMX
CARMAX INC
+$872.9K
14,336
减持
QDF
FLEXSHARES TR
+$872.7K
177,485
-1%
增持
GOOG
ALPHABET INC
-$864.7K
219,467
+4%
增持
NKE
NIKE INC
+$864.4K
17,583
+23%
增持
MCD
MCDONALDS CORP
+$858.9K
13,433
+16%
减持
GWW
GRAINGER W W INC
-$855.0K
489
-79%
清仓
—
ISHARES TR
-$853.0K
0
-100%
增持
—
ISHARES TR
+$839.1K
53,444
+179%
增持
NVDA
NVIDIA CORPORATION
+$832.7K
12,712
+51%
增持
LLY
LILLY ELI & CO
+$830.3K
5,779
+46%
建仓
—
ISHARES TR
+$823.7K
35,381
增持
IWV
ISHARES TR
+$801.0K
46,810
+2%
增持
ET
ENERGY TRANSFER L P
+$796.7K
160,038
+60%
增持
AVGO
BROADCOM INC
+$776.9K
2,758
+60%
增持
WMT
WALMART INC
+$761.2K
25,433
+16%
增持
CSCO
CISCO SYS INC
+$747.2K
63,417
+12%
建仓
J
JACOBS SOLUTIONS INC
+$731.9K
6,096
减持
VBK
VANGUARD INDEX FDS
-$726.0K
48,324
-9%
清仓
ZETA
ZETA GLOBAL HOLDINGS CORP
-$722.0K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$710.4K
14,214
增持
KOMP
SPDR SER TR
+$707.5K
59,702
+40%
建仓
CACC
CREDIT ACCEP CORP MICH
+$692.6K
1,460
减持
—
ACCENTURE PLC IRELAND
+$684.5K
76,194
-0%
增持
CMCSA
COMCAST CORP NEW
+$683.9K
50,756
+36%
增持
HON
HONEYWELL INTL INC
+$680.0K
6,645
+49%
增持
AMGN
AMGEN INC
+$665.3K
6,013
+48%
增持
IJJ
ISHARES TR
+$651.5K
13,587
+70%
减持
BIL
SPDR SER TR
-$649.0K
100,787
-6%
增持
CAT
CATERPILLAR INC
+$647.0K
4,391
+78%
增持
C
CITIGROUP INC
+$643.9K
29,645
+77%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$632.6K
23,123
+11%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$625.2K
3,397
+80%
减持
VTV
VANGUARD INDEX FDS
+$624.2K
337,103
-11%
增持
PM
PHILIP MORRIS INTL INC
+$619.3K
26,552
+7%
增持
COF
CAPITAL ONE FINL CORP
+$613.0K
10,380
+172%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$607.0K
2,335
+74%
增持
DHR
DANAHER CORPORATION
+$602.5K
6,697
+47%
增持
ORCL
ORACLE CORP
+$595.7K
14,531
+50%
减持
JNK
SPDR SER TR
-$592.7K
20,192
-26%
增持
IWP
ISHARES TR
+$586.1K
13,949
+89%
减持
MEC
MAYVILLE ENGR CO INC
+$586.0K
95,415
-0%
清仓
MCO
MOODYS CORP
-$585.0K
0
-100%
减持
GLD
SPDR GOLD TR
+$580.5K
49,278
-2%
增持
ACWI
ISHARES TR
+$577.5K
66,264
+2%
减持
IWM
ISHARES TR
+$574.8K
108,361
-2%
建仓
PLD
PROLOGIS INC.
+$567.0K
5,030
建仓
APO
APOLLO GLOBAL MGMT INC
+$566.1K
8,875
减持
DVY
ISHARES TR
+$561.6K
70,237
-5%
