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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 23
增持 64
减持 55
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$107.1M
1,932,162
+5%
减持
ACWV
ISHARES INC
-$43.3M
405,089
-53%
减持
SCHD
SCHWAB STRATEGIC TR
-$31.2M
5,654,139
-6%
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。
减持
VOO
VANGUARD INDEX FDS
+$31.2M
1,086,171
-1%
增持
VTI
VANGUARD INDEX FDS
+$27.0M
777,783
+10%
增持
SPY
SPDR S&P 500 ETF TR
+$24.7M
575,375
+2%
增持
IJH
ISHARES TR
+$20.8M
1,339,508
+2%
增持
VXUS
VANGUARD STAR FDS
+$17.4M
3,581,308
+8%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$14.8M
7,981,888
+2%
增持
SCHX
SCHWAB STRATEGIC TR
+$13.9M
1,246,884
+17%
增持
VUG
VANGUARD INDEX FDS
+$13.3M
284,264
+6%
增持
AAPL
APPLE INC
+$9.9M
304,652
+2%
增持
IJR
ISHARES TR
+$8.8M
1,525,573
+3%
增持
VXF
VANGUARD INDEX FDS
+$8.3M
630,533
+3%
增持
MSFT
MICROSOFT CORP
+$7.5M
112,810
+5%
增持
IWF
ISHARES TR
+$6.8M
121,277
+12%
减持
VV
VANGUARD INDEX FDS
+$6.6M
479,189
-1%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$5.5M
2,579,022
+10%
增持
VO
VANGUARD INDEX FDS
+$5.2M
557,071
+0%
增持
ITOT
ISHARES TR
+$5.0M
115,240
+66%
增持
AMZN
AMAZON COM INC
+$3.8M
129,822
+2%
减持
SCHF
SCHWAB STRATEGIC TR
+$3.7M
5,020,895
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.5M
2,745,208
+3%
减持
SPYM
SPDR SER TR
+$3.0M
899,000
-1%
减持
VB
VANGUARD INDEX FDS
+$2.7M
336,102
-1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.3M
650,227
+5%
减持
CME
CME GROUP INC
-$2.2M
188,414
-3%
减持
DTH
WISDOMTREE TR
-$2.2M
881,786
-5%
减持
SDY
SPDR SER TR
-$2.1M
131,590
-11%
增持
—
ACCENTURE PLC IRELAND
+$2.1M
75,772
+2%
减持
HDV
ISHARES TR
-$2.1M
84,459
-19%
减持
MUB
ISHARES TR
-$2.0M
472,043
-3%
减持
IGF
ISHARES TR
-$1.9M
507,843
-6%
减持
XLE
SELECT SECTOR SPDR TR
-$1.9M
79,114
-22%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.8M
37,983
+5%
建仓
ICSH
ISHARES TR
+$1.6M
32,616
增持
TSLA
TESLA INC
+$1.6M
25,129
+5%
增持
SMMD
ISHARES TR
+$1.6M
374,305
+3%
增持
TFLO
ISHARES TR
+$1.5M
1,061,433
+3%
增持
META
META PLATFORMS INC
+$1.5M
17,763
+3%
建仓
SPYV
SPDR SER TR
+$1.4M
33,476
减持
BYRN
BYRNA TECHNOLOGIES INC
-$1.4M
543,079
-1%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$1.4M
27,513
增持
NVDA
NVIDIA CORPORATION
+$1.4M
7,837
+12%
增持
GOOGL
ALPHABET INC
+$1.3M
61,311
+6%
减持
KOMP
SPDR SER TR
-$1.3M
26,801
-54%
增持
IQDF
FLEXSHARES TR
+$1.3M
1,110,205
+5%
减持
ABBV
ABBVIE INC
-$1.2M
46,411
-1%
增持
IWV
ISHARES TR
+$1.2M
48,918
+3%
增持
IEMG
ISHARES INC
+$1.2M
1,577,150
+1%
减持
GOOG
ALPHABET INC
-$1.2M
173,686
-19%
减持
BX
BLACKSTONE INC
-$1.1M
23,772
-37%
增持
QQQ
INVESCO QQQ TR
+$1.1M
20,250
+2%
减持
F
FORD MTR CO DEL
-$1.1M
61,387
-62%
减持
GOVT
ISHARES TR
-$1.1M
684,396
-5%
增持
AGG
ISHARES TR
+$1.1M
233,595
+7%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.1M
156,628
-0%
减持
BND
VANGUARD BD INDEX FDS
-$1.1M
235,066
-4%
清仓
UAL
UNITED AIRLS HLDGS INC
-$1.0M
0
-100%
增持
—
FIRST TR ENERGY INFRASTRCTR
+$999.7K
932,031
+5%
增持
HSY
HERSHEY CO
+$988.7K
8,127
+99%
增持
JPM
JPMORGAN CHASE & CO
+$938.8K
36,245
+9%
清仓
ABBNY
ABB LTD
-$932.8K
0
-100%
建仓
SHV
ISHARES TR
+$867.3K
7,852
清仓
DAL
DELTA AIR LINES INC DEL
-$856.2K
0
-100%
增持
V
VISA INC
+$794.8K
17,775
+17%
减持
INFL
LISTED FD TR
-$790.6K
42,344
-37%
减持
IVW
ISHARES TR
+$790.0K
130,995
-1%
增持
IXUS
ISHARES TR
+$779.7K
884,117
+0%
建仓
IBTG
ISHARES TR
+$750.4K
33,129
减持
IWM
ISHARES TR
+$747.8K
118,449
-1%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$713.5K
290,354
-7%
减持
PFE
PFIZER INC
-$697.4K
123,709
-4%
减持
GLD
SPDR GOLD TR
-$654.8K
47,623
-5%
增持
MRK
MERCK & CO INC
+$654.7K
41,997
+7%
增持
NFLX
NETFLIX INC
+$639.6K
5,245
+8%
增持
—
PARAMOUNT GLOBAL
+$629.5K
67,781
+237%
减持
BSV
VANGUARD BD INDEX FDS
-$624.9K
115,607
-6%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$623.2K
1,885,914
-3%
建仓
VNO
VORNADO RLTY TR
+$603.9K
33,290
增持
QDF
FLEXSHARES TR
+$598.9K
174,129
+0%
增持
EFA
ISHARES TR
+$598.8K
528,725
+0%
减持
—
DEUTSCHE BANK A G
-$596.6K
50,000
-55%
增持
EL
LAUDER ESTEE COS INC
-$569.9K
12,555
+2%
增持
—
MAGELLAN MIDSTREAM PRTNRS LP
+$533.0K
52,652
+4%
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$515.5K
18,843
减持
SHY
ISHARES TR
-$511.8K
56,392
-9%
建仓
LW
LAMB WESTON HLDGS INC
+$510.0K
4,437
减持
IEFA
ISHARES TR
-$507.6K
839,777
-2%
减持
JNJ
JOHNSON & JOHNSON
+$507.1K
53,053
-1%
建仓
—
ASTRAZENECA PLC
+$503.9K
7,041
建仓
COIN
COINBASE GLOBAL INC
+$501.2K
7,005
减持
VDC
VANGUARD WORLD FDS
-$498.4K
60,647
-5%
增持
MA
MASTERCARD INCORPORATED
+$496.2K
9,351
+7%
增持
AVGO
BROADCOM INC
+$477.1K
1,855
+5%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$466.3K
2,785
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$465.4K
2,897
+60%
增持
DSI
ISHARES TR
+$464.8K
38,639
+8%
增持
GWW
GRAINGER W W INC
+$463.3K
874
+166%
减持
WEC
WEC ENERGY GROUP INC
-$459.8K
8,808
-33%
减持
T
AT&T INC
-$451.9K
93,243
-7%
增持
ET
ENERGY TRANSFER L P
+$450.8K
196,652
+20%
减持
EGBN
EAGLE BANCORP INC MD
-$449.4K
26,714
-12%
减持
TFI
SPDR SER TR
-$443.7K
224,737
-3%
建仓
—
FLEX LTD
+$430.6K
15,578
增持
IUSB
ISHARES TR
-$429.6K
770,119
+0%
减持
EIM
EATON VANCE MUN BD FD
-$428.0K
477,576
-4%
减持
VTIP
VANGUARD MALVERN FDS
-$423.6K
334,814
-2%
增持
COST
COSTCO WHSL CORP NEW
+$421.3K
5,090
+9%
减持
LLY
LILLY ELI & CO
+$420.5K
3,634
-3%
建仓
ULTA
ULTA BEAUTY INC
+$420.2K
893
建仓
BHRB
BURKE HERBERT FINL SVCS CORP
+$412.1K
6,419
减持
VOE
VANGUARD INDEX FDS
-$401.7K
85,837
-6%
减持
NOBL
PROSHARES TR
-$397.2K
685,260
-4%
减持
TIP
ISHARES TR
-$396.5K
4,571
-43%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$395.6K
1,687
清仓
—
OAK STR HEALTH INC
-$386.8K
0
-100%
减持
DVY
ISHARES TR
-$383.1K
69,556
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$381.5K
13,015
+20%
减持
—
EXXON MOBIL CORP
-$381.2K
74,037
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$378.1K
38,352
+1%
增持
ABT
ABBOTT LABS
+$376.7K
36,898
+2%
减持
IWB
ISHARES TR
+$373.0K
42,869
-4%
建仓
ABNB
AIRBNB INC
+$372.2K
2,904
减持
CVX
CHEVRON CORP NEW
-$366.7K
35,716
-3%
建仓
MCK
MCKESSON CORP
+$362.2K
848
减持
VBR
VANGUARD INDEX FDS
-$358.5K
54,372
-8%
清仓
KMI
KINDER MORGAN INC DEL
-$352.8K
0
-100%
增持
BIL
SPDR SER TR
+$352.3K
79,756
+5%
建仓
AME
AMETEK INC
+$351.4K
2,171
建仓
VMI
VALMONT INDS INC
+$350.7K
1,205
建仓
JBGS
JBG SMITH PPTYS
+$347.4K
23,098
增持
—
LYONDELLBASELL INDUSTRIES N
+$347.1K
13,533
+42%
增持
AMLP
ALPS ETF TR
+$345.2K
88,087
+10%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$345.0K
2,195
+16%
建仓
FANG
DIAMONDBACK ENERGY INC
+$344.7K
2,624
减持
DGRW
WISDOMTREE TR
+$344.1K
186,752
-4%
增持
TGT
TARGET CORP
-$337.4K
11,723
+3%
清仓
AAL
AMERICAN AIRLS GROUP INC
-$333.0K
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
-$331.6K
3,178
-46%
建仓
STM
STMICROELECTRONICS N V
+$330.8K
6,618
增持
UBER
UBER TECHNOLOGIES INC
+$330.7K
23,871
+8%
减持
VZ
VERIZON COMMUNICATIONS INC
-$324.9K
128,082
-2%
建仓
VLUE
ISHARES TR
+$320.9K
3,421
清仓
HNDL
STRATEGY SHS
-$319.8K
0
-100%
减持
GSLC
GOLDMAN SACHS ETF TR
+$318.3K
64,877
-1%
增持
—
ASML HOLDING N V
+$317.8K
910
+81%
增持
ORCL
ORACLE CORP
+$312.9K
10,633
+4%
增持
ACWI
ISHARES TR
+$310.7K
64,999
+0%
清仓
—
ENGINE GAMING AND MEDIA INC
-$309.9K
0
-100%
