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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 9
增持 53
减持 78
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$92.4M
1,834,327
+7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$45.9M
7,832,884
+7%
增持
VOO
VANGUARD INDEX FDS
+$35.4M
1,093,368
+2%
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
TFLO
ISHARES TR
+$28.9M
1,032,798
+123%
增持
IJH
ISHARES TR
+$25.1M
1,316,826
+5%
增持
VXUS
VANGUARD STAR FDS
+$23.0M
3,322,319
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$15.6M
562,614
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$14.6M
2,677,731
+11%
增持
VV
VANGUARD INDEX FDS
+$14.5M
484,492
+11%
减持
SCHF
SCHWAB STRATEGIC TR
+$12.9M
5,036,654
-0%
增持
CME
CME GROUP INC
+$11.8M
194,030
+29%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$11.4M
2,342,980
+17%
减持
VUG
VANGUARD INDEX FDS
-$11.0M
269,060
-27%
增持
IJR
ISHARES TR
+$10.3M
1,481,418
+5%
增持
SCHD
SCHWAB STRATEGIC TR
-$8.2M
6,039,169
+1%
增持
VXF
VANGUARD INDEX FDS
+$8.0M
610,155
+5%
减持
AAPL
APPLE INC
+$7.2M
298,242
-8%
减持
JNJ
JOHNSON & JOHNSON
-$6.7M
53,382
-37%
增持
IEMG
ISHARES INC
+$5.6M
1,568,726
+3%
减持
VTI
VANGUARD INDEX FDS
+$5.2M
707,078
-3%
增持
VO
VANGUARD INDEX FDS
+$4.8M
556,943
+1%
减持
BND
VANGUARD BD INDEX FDS
-$4.6M
245,881
-22%
减持
VTV
VANGUARD INDEX FDS
-$3.9M
314,046
-7%
减持
IEFA
ISHARES TR
+$3.9M
855,536
-1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$3.8M
618,444
+6%
减持
IUSB
ISHARES TR
-$3.8M
768,081
-12%
增持
IXUS
ISHARES TR
+$3.6M
881,094
+0%
增持
SPYM
SPDR SER TR
+$3.4M
910,834
+1%
增持
IWF
ISHARES TR
+$3.3M
108,704
+0%
减持
AGG
ISHARES TR
-$3.1M
218,662
-15%
增持
SMMD
ISHARES TR
+$3.1M
362,853
+15%
增持
VB
VANGUARD INDEX FDS
+$3.0M
338,532
+2%
减持
MUB
ISHARES TR
-$3.0M
486,385
-7%
减持
EFA
ISHARES TR
+$2.9M
527,597
-1%
减持
GE
GENERAL ELECTRIC CO
-$2.8M
14,289
-71%
减持
GOOG
ALPHABET INC
+$2.7M
213,319
-3%
增持
EL
LAUDER ESTEE COS INC
+$2.7M
12,316
+795%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.7M
11,465
-25%
减持
SCHX
SCHWAB STRATEGIC TR
+$2.6M
1,063,515
-2%
增持
IWM
ISHARES TR
+$2.5M
120,147
+11%
增持
TSLA
TESLA INC
+$2.3M
23,898
+9%
减持
BIL
SPDR SER TR
-$2.2M
75,919
-25%
减持
MSFT
MICROSOFT CORP
+$2.2M
107,408
-10%
建仓
STGW
STAGWELL INC
+$2.2M
298,122
减持
BSV
VANGUARD BD INDEX FDS
-$1.9M
122,387
-19%
增持
NOBL
PROSHARES TR
+$1.8M
712,446
+1%
减持
VBR
VANGUARD INDEX FDS
-$1.8M
58,904
-16%
减持
LQD
ISHARES TR
-$1.8M
13,893
-55%
增持
IQDF
FLEXSHARES TR
+$1.7M
1,056,792
+1%
减持
SCHW
SCHWAB CHARLES CORP
-$1.7M
50,731
-2%
增持
QCLN
FIRST TR EXCHANGE-TRADED FD
+$1.6M
212,981
+5%
增持
GOVT
ISHARES TR
+$1.5M
717,166
+7%
减持
DTH
WISDOMTREE TR
+$1.5M
923,953
-0%
减持
ACWV
ISHARES INC
-$1.5M
857,897
-4%
减持
CI
THE CIGNA GROUP
-$1.5M
1,821
-70%
减持
HD
HOME DEPOT INC
-$1.4M
13,857
-20%
增持
IVW
ISHARES TR
+$1.4M
132,142
+9%
增持
—
ISHARES TR
+$1.3M
89,875
+154%
增持
—
ISHARES TR
+$1.3M
110,049
+94%
增持
—
ISHARES TR
+$1.3M
128,940
+64%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.3M
13,605
+21%
减持
AMZN
AMAZON COM INC
+$1.2M
126,938
-10%
增持
EIM
EATON VANCE MUN BD FD
+$1.2M
498,063
+30%
清仓
—
LINDE PLC
-$1.2M
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.1M
81,791
+18%
增持
QQQ
INVESCO QQQ TR
+$1.1M
19,816
+1%
减持
JPM
JPMORGAN CHASE & CO
-$1.1M
33,249
-18%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$1.1M
5,783
-65%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$1.1M
313,519
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.1M
130,838
-17%
减持
BAC
BANK AMERICA CORP
-$1.1M
107,092
-15%
增持
SCHE
SCHWAB STRATEGIC TR
+$1.1M
794,754
+2%
减持
—
EXXON MOBIL CORP
-$1.0M
75,886
-11%
减持
KO
COCA COLA CO
-$1.0M
137,067
-8%
减持
PG
PROCTER AND GAMBLE CO
-$977.5K
36,143
-14%
减持
MRK
MERCK & CO INC
-$949.8K
39,396
-15%
减持
—
ACCENTURE PLC IRELAND
+$948.7K
74,456
-2%
减持
VOE
VANGUARD INDEX FDS
-$907.8K
91,593
-6%
增持
IWV
ISHARES TR
+$893.0K
47,674
+2%
建仓
—
LINDE PLC
+$891.5K
2,508
减持
VBK
VANGUARD INDEX FDS
-$889.9K
40,668
-16%
建仓
SCHB
SCHWAB STRATEGIC TR
+$838.9K
17,532
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$832.4K
36,019
-7%
减持
LLY
LILLY ELI & CO
-$830.7K
3,738
-35%
减持
VTEB
VANGUARD MUN BD FDS
-$819.0K
533,608
-5%
减持
ABT
ABBOTT LABS
-$810.4K
36,005
-11%
增持
GLD
SPDR GOLD TR
+$785.0K
49,910
+1%
减持
PEP
PEPSICO INC
-$776.9K
26,018
-15%
减持
NEE
NEXTERA ENERGY INC
-$759.6K
28,870
-19%
减持
HSY
HERSHEY CO
-$755.9K
4,090
-47%
减持
ABBV
ABBVIE INC
-$728.0K
46,962
-8%
减持
F
FORD MTR CO DEL
-$712.7K
162,619
-32%
增持
SDY
SPDR SER TR
+$712.3K
147,705
+5%
减持
IGF
ISHARES TR
-$704.5K
540,519
-6%
建仓
UBER
UBER TECHNOLOGIES INC
+$699.8K
22,075
减持
MA
MASTERCARD INCORPORATED
-$693.4K
8,755
-21%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$692.8K
0
-100%
增持
TFI
SPDR SER TR
+$662.5K
231,046
+4%
减持
META
META PLATFORMS INC
+$657.9K
17,208
-31%
减持
INFL
LISTED FD TR
-$630.6K
67,608
-22%
减持
IWB
ISHARES TR
+$629.7K
44,736
-0%
减持
DHR
DANAHER CORPORATION
-$625.5K
4,571
-32%
减持
V
VISA INC
-$623.6K
15,198
-22%
减持
HON
HONEYWELL INTL INC
-$616.8K
4,223
-36%
增持
VNQ
VANGUARD INDEX FDS
+$612.2K
225,888
+3%
增持
—
MAGELLAN MIDSTREAM PRTNRS LP
+$606.9K
50,650
+19%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$604.8K
23,434
-10%
减持
HRL
HORMEL FOODS CORP
-$599.6K
100,087
-1%
减持
MMM
3M CO
-$592.1K
12,635
-21%
建仓
DH
DEFINITIVE HEALTHCARE CORP
+$568.1K
55,000
清仓
PLD
PROLOGIS INC.
-$567.0K
0
-100%
减持
AMGN
AMGEN INC
-$562.5K
4,206
-30%
建仓
KR
KROGER CO
+$544.4K
11,027
减持
CVS
CVS HEALTH CORP
-$541.1K
17,450
-12%
减持
TXN
TEXAS INSTRS INC
-$536.8K
2,397
-60%
减持
BX
BLACKSTONE INC
+$513.3K
37,989
-0%
清仓
—
ASTRAZENECA PLC
-$467.7K
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$460.8K
0
-100%
减持
CAT
CATERPILLAR INC
-$459.5K
2,589
-41%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$456.1K
1,935,518
+1%
减持
BIT
BLACKROCK MULTI SECTOR INC T
-$454.1K
65,000
-34%
减持
UTG
REAVES UTIL INCOME FD
-$453.7K
24,197
-40%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$452.4K
37,994
+7%
减持
SHY
ISHARES TR
-$451.6K
61,880
-9%
增持
XLE
SELECT SECTOR SPDR TR
-$442.3K
100,788
+0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$440.3K
3,606
-31%
增持
CVX
CHEVRON CORP NEW
-$428.4K
36,692
+3%
增持
WEC
WEC ENERGY GROUP INC
+$428.2K
13,050
+51%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$418.5K
0
-100%
减持
HDV
ISHARES TR
-$416.2K
104,158
-1%
清仓
DHI
D R HORTON INC
-$416.0K
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$415.6K
4,886
-66%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$414.8K
1,890
-44%
清仓
SPGI
S&P GLOBAL INC
-$413.4K
0
-100%
增持
—
LYONDELLBASELL INDUSTRIES N
+$413.3K
9,539
+64%
建仓
INTU
INTUIT
+$412.9K
926
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$410.6K
19,636
-15%
减持
AVGO
BROADCOM INC
-$410.3K
1,764
-36%
增持
IWP
ISHARES TR
+$406.4K
17,271
+24%
减持
CSCO
CISCO SYS INC
-$402.6K
50,093
-21%
清仓
AROC
ARCHROCK INC
-$396.9K
0
-100%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$388.9K
4,741
减持
LOW
LOWES COS INC
-$388.3K
4,627
-30%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$387.9K
27,083
-14%
建仓
GALT
GALECTIN THERAPEUTICS INC
+$386.1K
183,862
清仓
APD
AIR PRODS & CHEMS INC
-$380.2K
0
-100%
增持
GSLC
GOLDMAN SACHS ETF TR
+$378.6K
65,815
+1%
减持
NOC
NORTHROP GRUMMAN CORP
-$378.2K
4,336
-1%
减持
MET
METLIFE INC
-$365.9K
8,699
-28%
增持
SCHA
SCHWAB STRATEGIC TR
+$357.9K
164,389
+2%
