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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 15
增持 87
减持 41
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$160.1M
2,126,988
+7%
增持
VOO
VANGUARD INDEX FDS
+$61.8M
1,143,640
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$56.1M
8,628,566
+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。
增持
VTI
VANGUARD INDEX FDS
+$49.4M
951,337
+15%
增持
QQQ
INVESCO QQQ TR
+$46.1M
131,472
+506%
增持
VTIP
VANGUARD MALVERN FDS
+$44.1M
1,555,510
+147%
增持
IJH
ISHARES TR
+$43.0M
1,354,309
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$39.8M
611,802
+4%
增持
VXUS
VANGUARD STAR FDS
+$34.8M
4,105,962
+8%
增持
IJR
ISHARES TR
+$25.8M
1,580,963
+3%
增持
VXF
VANGUARD INDEX FDS
+$23.6M
727,960
+9%
增持
SCHF
SCHWAB STRATEGIC TR
+$18.4M
5,117,154
+2%
增持
MUB
ISHARES TR
+$15.2M
593,071
+24%
增持
VO
VANGUARD INDEX FDS
+$14.0M
557,877
+0%
增持
NOBL
PROSHARES TR
+$13.9M
766,480
+15%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$13.4M
2,981,653
+7%
增持
MSFT
MICROSOFT CORP
+$12.5M
151,609
+8%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$12.4M
3,049,364
+11%
增持
AAPL
APPLE INC
+$12.2M
369,289
+7%
减持
SCHD
SCHWAB STRATEGIC TR
+$11.9M
5,195,285
-4%
建仓
SPYG
SPDR SER TR
+$11.5M
176,289
增持
VBK
VANGUARD INDEX FDS
+$10.9M
80,334
+103%
减持
VUG
VANGUARD INDEX FDS
+$10.5M
313,165
-2%
增持
IUSB
ISHARES TR
+$10.4M
935,153
+25%
增持
VBR
VANGUARD INDEX FDS
+$10.2M
103,097
+97%
增持
BND
VANGUARD BD INDEX FDS
+$8.5M
329,116
+47%
减持
VB
VANGUARD INDEX FDS
+$8.1M
362,847
-1%
增持
VTV
VANGUARD INDEX FDS
+$7.9M
327,347
+10%
减持
SDY
SPDR SER TR
-$7.0M
59,492
-53%
减持
VV
VANGUARD INDEX FDS
+$6.2M
460,737
-4%
增持
IEMG
ISHARES INC
+$5.9M
1,618,904
+1%
增持
SMMD
ISHARES TR
+$5.8M
425,056
+14%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$5.8M
197,938
减持
TFLO
ISHARES TR
-$5.3M
1,093,941
-8%
减持
SCHX
SCHWAB STRATEGIC TR
+$5.0M
1,178,173
-3%
清仓
AOM
ISHARES TR
-$4.9M
0
-100%
建仓
XLRE
SELECT SECTOR SPDR TR
+$4.9M
123,362
增持
IWF
ISHARES TR
+$4.8M
116,991
+1%
增持
IXUS
ISHARES TR
+$4.7M
884,806
+1%
增持
—
ACCENTURE PLC IRELAND
+$4.5M
79,052
+4%
增持
VTEB
VANGUARD MUN BD FDS
+$4.4M
605,817
+10%
增持
AMZN
AMAZON COM INC
+$4.4M
146,204
+4%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$4.4M
702,232
+4%
增持
CVX
CHEVRON CORP NEW
+$4.3M
72,860
+88%
建仓
JSMD
JANUS DETROIT STR TR
+$4.2M
64,321
增持
JNJ
JOHNSON & JOHNSON
+$4.1M
91,134
+39%
增持
EFA
ISHARES TR
+$3.9M
529,795
+1%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$3.8M
1,888,339
+3%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$3.8M
131,247
减持
SPYM
SPDR SER TR
+$3.7M
834,599
-2%
增持
ITOT
ISHARES TR
+$3.6M
104,989
+33%
建仓
GEM
GOLDMAN SACHS ETF TR
+$3.5M
115,038
减持
IEFA
ISHARES TR
+$3.5M
913,672
-3%
增持
IWM
ISHARES TR
+$3.0M
105,504
+2%
清仓
—
ISHARES TR
-$2.9M
0
-100%
减持
SCHP
SCHWAB STRATEGIC TR
-$2.5M
201,622
-22%
增持
SCHZ
SCHWAB STRATEGIC TR
+$2.5M
88,902
+141%
增持
SCHB
SCHWAB STRATEGIC TR
+$2.5M
62,877
+215%
增持
HD
HOME DEPOT INC
+$2.4M
21,406
+29%
减持
CME
CME GROUP INC
-$2.3M
164,257
-11%
减持
BYRN
BYRNA TECHNOLOGIES INC
+$2.2M
543,079
-4%
建仓
CAVA
CAVA GROUP INC
+$2.2M
51,283
增持
GOOG
ALPHABET INC
+$2.2M
130,408
+6%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.2M
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$2.1M
54,535
+11%
减持
ACWV
ISHARES INC
-$2.0M
13,265
-62%
减持
SPSB
SPDR SER TR
-$1.9M
52,600
-56%
增持
COST
COSTCO WHSL CORP NEW
+$1.9M
10,080
+19%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$1.9M
33,354
+756%
减持
AGG
ISHARES TR
-$1.8M
191,761
-14%
减持
SHY
ISHARES TR
-$1.8M
23,739
-49%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$1.8M
176,477
-19%
增持
UNP
UNION PAC CORP
+$1.7M
12,101
+95%
减持
AMLP
ALPS ETF TR
-$1.7M
109,928
-27%
减持
IWV
ISHARES TR
+$1.6M
58,988
-0%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$1.6M
33,708
减持
VOT
VANGUARD INDEX FDS
+$1.6M
65,471
-0%
增持
AVGO
BROADCOM INC
+$1.5M
3,415
+25%
建仓
MMS
MAXIMUS INC
+$1.5M
17,953
增持
NVDA
NVIDIA CORPORATION
+$1.5M
12,278
+16%
增持
IWR
ISHARES TR
+$1.5M
138,388
+3%
增持
GOOGL
ALPHABET INC
+$1.5M
72,654
+10%
减持
VNQ
VANGUARD INDEX FDS
+$1.4M
201,235
-7%
增持
XLE
SELECT SECTOR SPDR TR
+$1.4M
81,125
+36%
增持
IVW
ISHARES TR
+$1.4M
139,283
+5%
增持
META
META PLATFORMS INC
+$1.4M
19,366
+7%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$1.4M
57,560
增持
WFC
WELLS FARGO CO NEW
+$1.4M
40,810
+166%
增持
V
VISA INC
+$1.3M
21,480
+16%
增持
SCHE
SCHWAB STRATEGIC TR
+$1.3M
865,835
+3%
增持
—
EXXON MOBIL CORP
+$1.2M
122,751
+31%
增持
PG
PROCTER AND GAMBLE CO
+$1.2M
53,057
+18%
减持
PFE
PFIZER INC
-$1.2M
131,545
-12%
增持
INTC
INTEL CORP
+$1.1M
74,254
+2%
增持
DOW
DOW INC
+$1.1M
44,471
+75%
减持
IWP
ISHARES TR
+$1.1M
96,651
-2%
增持
IVE
ISHARES TR
+$1.1M
30,812
+12%
增持
MCD
MCDONALDS CORP
+$1.1M
15,454
+17%
增持
WMT
WALMART INC
+$1.1M
29,541
+33%
增持
ADBE
ADOBE INC
+$1.1M
5,546
+28%
减持
IGF
ISHARES TR
+$1.1M
458,139
-3%
减持
IWD
ISHARES TR
+$1.1M
89,573
-1%
增持
GSLC
GOLDMAN SACHS ETF TR
+$1.1M
69,792
+7%
增持
PBW
INVESCO EXCHANGE TRADED FD T
+$1.0M
59,341
+157%
建仓
JVAL
J P MORGAN EXCHANGE TRADED F
+$1.0M
26,388
减持
VYM
VANGUARD WHITEHALL FDS
+$1.0M
145,365
-1%
减持
DTH
WISDOMTREE TR
-$999.5K
177,567
-19%
建仓
EVRG
EVERGY INC
+$982.2K
18,817
增持
BBEU
J P MORGAN EXCHANGE TRADED F
+$965.0K
53,271
+32%
增持
BAC
BANK AMERICA CORP
+$954.0K
117,545
+7%
清仓
—
ISHARES TR
-$944.1K
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$941.1K
8,368
-60%
增持
OKE
ONEOK INC NEW
+$922.6K
61,851
+15%
建仓
DXJ
WISDOMTREE TR
+$911.5K
10,360
增持
MA
MASTERCARD INCORPORATED
+$896.0K
14,243
+9%
减持
DGRW
WISDOMTREE TR
+$894.1K
177,306
-3%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$888.5K
262,875
-6%
减持
IJJ
ISHARES TR
+$883.3K
81,971
-2%
减持
SCHA
SCHWAB STRATEGIC TR
+$871.6K
152,460
-0%
增持
—
DEUTSCHE BANK A G
+$833.3K
128,690
+55%
减持
GOVT
ISHARES TR
-$827.7K
587,983
-10%
增持
TSLA
TESLA INC
+$810.9K
28,812
+14%
建仓
SOXX
ISHARES TR
+$807.8K
1,402
增持
SO
SOUTHERN CO
+$778.5K
31,106
+44%
增持
SPYV
SPDR SER TR
+$775.8K
24,637
+172%
清仓
VNO
VORNADO RLTY TR
-$769.5K
0
-100%
减持
RKT
ROCKET COS INC
+$755.9K
191,400
-22%
减持
VZ
VERIZON COMMUNICATIONS INC
+$751.4K
151,413
-1%
减持
IWO
ISHARES TR
+$745.1K
32,553
-2%
增持
DAL
DELTA AIR LINES INC DEL
+$708.9K
43,823
+54%
增持
BA
BOEING CO
+$706.7K
7,757
+13%
减持
IWN
ISHARES TR
+$704.9K
46,909
-3%
增持
XLF
SELECT SECTOR SPDR TR
+$700.5K
51,551
+38%
增持
NFLX
NETFLIX INC
+$690.9K
5,469
+5%
减持
GLD
SPDR GOLD TR
+$679.1K
46,616
-3%
减持
IWB
ISHARES TR
+$668.7K
41,039
-4%
清仓
—
ACTIVISION BLIZZARD INC
-$660.7K
0
-100%
增持
CRM
SALESFORCE INC
+$657.9K
7,520
+15%
增持
DUK
DUKE ENERGY CORP NEW
+$650.2K
27,761
+20%
增持
NOW
SERVICENOW INC
+$644.2K
1,627
+80%
增持
—
ISHARES TR
+$628.2K
161,768
+19%
建仓
BBJP
J P MORGAN EXCHANGE TRADED F
+$625.8K
11,916
增持
REET
ISHARES TR
+$622.0K
191,584
+1%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$618.0K
0
-100%
减持
COIN
COINBASE GLOBAL INC
+$614.5K
6,406
-4%
增持
ACWI
ISHARES TR
+$611.5K
65,042
+0%
减持
VOE
VANGUARD INDEX FDS
+$595.3K
77,120
-5%
增持
SBUX
STARBUCKS CORP
+$595.3K
33,959
+16%
增持
SCHW
SCHWAB CHARLES CORP
+$593.7K
39,152
+2%
增持
XLK
SELECT SECTOR SPDR TR
+$592.9K
5,216
+108%
