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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 19
增持 79
减持 44
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
ACWV
ISHARES INC
-$36.4M
35,299
-91%
减持
SCHD
SCHWAB STRATEGIC TR
-$27.0M
5,421,883
-4%
减持
DTH
WISDOMTREE TR
-$24.7M
218,410
-75%
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
IJH
ISHARES TR
-$17.9M
1,332,999
-0%
减持
IQDF
FLEXSHARES TR
-$17.8M
322,056
-71%
增持
VTIP
VANGUARD MALVERN FDS
+$13.9M
629,049
+88%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$11.4M
8,169,585
+2%
增持
SCHF
SCHWAB STRATEGIC TR
-$8.2M
5,027,868
+0%
建仓
EFAV
ISHARES TR
+$8.0M
122,956
增持
IWR
ISHARES TR
+$7.5M
133,883
+442%
增持
IWP
ISHARES TR
+$7.3M
98,182
+481%
增持
IJJ
ISHARES TR
+$7.1M
83,866
+545%
减持
VO
VANGUARD INDEX FDS
-$6.8M
556,242
-0%
增持
TFLO
ISHARES TR
+$6.7M
1,192,945
+12%
增持
IJR
ISHARES TR
-$6.7M
1,540,706
+1%
增持
VUG
VANGUARD INDEX FDS
+$6.4M
318,833
+12%
增持
VYM
VANGUARD WHITEHALL FDS
+$6.3M
147,225
+75%
增持
IWO
ISHARES TR
+$6.2M
33,305
+528%
增持
MSFT
MICROSOFT CORP
+$6.1M
140,963
+25%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.8M
53,640
+41%
增持
IWN
ISHARES TR
+$5.8M
48,554
+790%
减持
NOBL
PROSHARES TR
-$5.5M
666,975
-3%
增持
IVV
ISHARES TR
-$5.4M
1,992,916
+3%
增持
VTI
VANGUARD INDEX FDS
+$4.9M
829,893
+7%
建仓
AOM
ISHARES TR
+$4.9M
126,992
减持
GOOG
ALPHABET INC
-$4.8M
122,867
-29%
增持
VOO
VANGUARD INDEX FDS
-$4.6M
1,114,702
+3%
减持
RKT
ROCKET COS INC
-$4.6M
246,400
-67%
增持
IEFA
ISHARES TR
+$4.1M
944,342
+12%
增持
SPY
SPDR S&P 500 ETF TR
-$4.1M
587,161
+2%
减持
IWM
ISHARES TR
-$4.0M
103,011
-13%
减持
SPYM
SPDR SER TR
-$3.9M
854,984
-5%
减持
SCHX
SCHWAB STRATEGIC TR
-$3.9M
1,214,382
-3%
减持
ITOT
ISHARES TR
-$3.8M
78,958
-31%
减持
IGF
ISHARES TR
-$3.4M
472,715
-7%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$3.3M
0
-100%
增持
—
EXXON MOBIL CORP
+$3.1M
93,776
+27%
增持
AMLP
ALPS ETF TR
+$2.9M
151,158
+72%
增持
VV
VANGUARD INDEX FDS
-$2.9M
481,794
+1%
减持
IWF
ISHARES TR
-$2.7M
115,287
-5%
减持
IXUS
ISHARES TR
-$2.6M
879,390
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.6M
8,073
+179%
建仓
JPEM
J P MORGAN EXCHANGE TRADED F
+$2.6M
50,945
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.5M
2,783,998
+1%
减持
SCHP
SCHWAB STRATEGIC TR
-$2.5M
258,512
-13%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$2.5M
1,833,985
-3%
增持
VB
VANGUARD INDEX FDS
+$2.5M
366,597
+9%
减持
VTV
VANGUARD INDEX FDS
-$2.4M
297,574
-3%
减持
EFA
ISHARES TR
-$2.4M
521,974
-1%
减持
IUSB
ISHARES TR
-$2.4M
747,263
-3%
增持
VXUS
VANGUARD STAR FDS
+$2.3M
3,796,068
+6%
增持
OKE
ONEOK INC NEW
+$2.2M
53,926
+179%
增持
VXF
VANGUARD INDEX FDS
+$2.2M
670,200
+6%
增持
TMUS
T-MOBILE US INC
+$2.1M
16,813
+860%
减持
VNQ
VANGUARD INDEX FDS
-$2.1M
216,178
-2%
增持
IWV
ISHARES TR
+$2.1M
59,269
+21%
建仓
PGX
INVESCO EXCH TRADED FD TR II
+$2.1M
187,568
增持
COST
COSTCO WHSL CORP NEW
+$2.0M
8,449
+66%
增持
SPSB
SPDR SER TR
+$2.0M
118,735
+139%
增持
ABBV
ABBVIE INC
+$2.0M
55,483
+20%
减持
AGG
ISHARES TR
-$2.0M
221,960
-5%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$2.0M
280,705
-3%
增持
MS
MORGAN STANLEY
+$2.0M
37,646
+193%
减持
CME
CME GROUP INC
+$2.0M
184,218
-2%
建仓
COWZ
PACER FDS TR
+$2.0M
39,754
增持
JPM
JPMORGAN CHASE & CO
+$1.9M
49,294
+36%
增持
IEMG
ISHARES INC
-$1.8M
1,596,487
+1%
增持
—
AON PLC
+$1.7M
9,911
+132%
减持
SDY
SPDR SER TR
-$1.7M
125,381
-5%
增持
ITW
ILLINOIS TOOL WKS INC
+$1.7M
12,179
+173%
增持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$1.7M
216,589
+2%
增持
AMGN
AMGEN INC
+$1.6M
9,112
+141%
建仓
FICO
FAIR ISAAC CORP
+$1.6M
1,790
增持
MA
MASTERCARD INCORPORATED
+$1.5M
13,080
+40%
增持
LLY
ELI LILLY & CO
+$1.5M
5,953
+64%
增持
BYRN
BYRNA TECHNOLOGIES INC
-$1.5M
563,079
+4%
建仓
AAL
AMERICAN AIRLS GROUP INC
+$1.4M
112,683
增持
VLO
VALERO ENERGY CORP
+$1.4M
11,574
+566%
减持
BND
VANGUARD BD INDEX FDS
-$1.4M
224,377
-5%
减持
VOT
VANGUARD INDEX FDS
-$1.4M
65,782
-5%
增持
JNJ
JOHNSON & JOHNSON
+$1.4M
65,343
+23%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$1.4M
0
-100%
清仓
—
LIBERTY MEDIA CORP DEL
-$1.3M
0
-100%
增持
CSCO
CISCO SYS INC
+$1.3M
71,385
+48%
增持
GOOGL
ALPHABET INC
+$1.3M
66,328
+8%
增持
MUB
ISHARES TR
-$1.3M
478,439
+1%
减持
GOVT
ISHARES TR
-$1.3M
652,216
-5%
减持
VOE
VANGUARD INDEX FDS
-$1.3M
80,848
-6%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
10,554
+35%
建仓
TFX
TELEFLEX INCORPORATED
+$1.3M
6,451
增持
—
LYONDELLBASELL INDUSTRIES N
+$1.2M
26,157
+93%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$1.2M
2,755,310
+7%
增持
PFF
ISHARES TR
+$1.2M
56,567
+243%
减持
SMMD
ISHARES TR
-$1.2M
372,955
-0%
建仓
DTE
DTE ENERGY CO
+$1.2M
11,584
增持
ADBE
ADOBE INC
+$1.1M
4,346
+98%
建仓
HSIC
HENRY SCHEIN INC
+$1.1M
14,940
增持
DUK
DUKE ENERGY CORP NEW
+$1.1M
23,156
+116%
增持
MRK
MERCK & CO INC
+$1.1M
57,526
+37%
减持
SPYV
SPDR SER TR
-$1.1M
9,042
-73%
清仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$1.1M
0
-100%
建仓
DAL
DELTA AIR LINES INC DEL
+$1.1M
28,488
减持
XLE
SELECT SECTOR SPDR TR
-$1.0M
59,513
-25%
增持
FDX
FEDEX CORP
+$1.0M
5,183
+287%
增持
PSX
PHILLIPS 66
+$1.0M
10,346
+389%
增持
PG
PROCTER AND GAMBLE CO
+$1.0M
44,878
+23%
增持
MPC
MARATHON PETE CORP
+$1.0M
8,568
+237%
减持
VDC
VANGUARD WORLD FDS
-$953.0K
59,340
-2%
清仓
C
CITIGROUP INC
-$930.2K
0
-100%
建仓
PIE
INVESCO EXCH TRADED FD TR II
+$912.3K
49,180
增持
HD
HOME DEPOT INC
+$911.8K
16,621
+26%
增持
CVX
CHEVRON CORP NEW
+$901.0K
38,672
+8%
增持
WMB
WILLIAMS COS INC
+$888.3K
42,798
+152%
减持
QDF
FLEXSHARES TR
-$882.0K
164,592
-5%
减持
DGRW
WISDOMTREE TR
-$881.9K
182,186
-2%
增持
ADI
ANALOG DEVICES INC
+$873.7K
6,260
+448%
增持
F
FORD MTR CO DEL
+$873.5K
145,113
+136%
增持
AMZN
AMAZON COM INC
+$873.0K
139,998
+8%
清仓
SHV
ISHARES TR
-$867.3K
0
-100%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$862.5K
473
建仓
EW
EDWARDS LIFESCIENCES CORP
+$860.4K
12,419
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$850.2K
7,576
增持
BIV
VANGUARD BD INDEX FDS
+$843.9K
17,527
+211%
建仓
AZO
AUTOZONE INC
+$843.3K
332
建仓
CMC
COMMERCIAL METALS CO
+$825.0K
16,698
建仓
POOL
POOL CORP
+$824.9K
2,316
增持
—
ISHARES TR
+$791.5K
138,402
+33%
减持
SHY
ISHARES TR
-$791.1K
46,698
-17%
增持
INTU
INTUIT
+$781.2K
2,397
+148%
减持
SCHW
SCHWAB CHARLES CORP
-$780.9K
38,250
-25%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$780.7K
21,138
+98%
增持
TXN
TEXAS INSTRS INC
+$770.7K
7,658
+208%
减持
HSY
HERSHEY CO
-$765.6K
6,316
-22%
增持
ORCL
ORACLE CORP
+$755.3K
19,086
+79%
增持
PGR
PROGRESSIVE CORP
+$752.4K
10,349
+99%
增持
UNH
UNITEDHEALTH GROUP INC
+$751.7K
12,293
+8%
清仓
CACC
CREDIT ACCEP CORP MICH
-$741.6K
0
-100%
增持
EMR
EMERSON ELEC CO
+$741.5K
15,330
+88%
减持
SPMD
SPDR SER TR
-$741.3K
218,177
-3%
增持
MAR
MARRIOTT INTL INC NEW
+$729.1K
11,773
+36%
减持
TFI
SPDR SER TR
-$721.1K
220,888
-2%
增持
CAT
CATERPILLAR INC
+$711.9K
4,898
+93%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$708.6K
9,395
减持
KMX
CARMAX INC
-$699.1K
5,362
-58%
清仓
GWW
GRAINGER W W INC
-$689.2K
0
-100%
增持
INTC
INTEL CORP
+$676.1K
72,782
+27%
增持
VTEB
VANGUARD MUN BD FDS
-$666.8K
550,660
+2%
减持
—
PARAMOUNT GLOBAL
-$665.2K
32,033
-53%
减持
EL
LAUDER ESTEE COS INC
-$663.4K
12,467
-1%
增持
AVGO
BROADCOM INC
+$659.6K
2,731
+47%
