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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 7
增持 45
减持 93
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$139.7M
2,198,120
+3%
减持
VOO
VANGUARD INDEX FDS
+$41.3M
1,125,075
-2%
增持
IJH
ISHARES TR
+$34.9M
6,754,616
+399%
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
+$34.7M
1,001,754
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$28.8M
8,811,622
+2%
减持
SPY
SPDR S&P 500 ETF TR
+$24.6M
602,968
-1%
增持
VXUS
VANGUARD STAR FDS
+$14.7M
4,190,796
+2%
减持
SCHD
SCHWAB STRATEGIC TR
+$10.5M
5,035,345
-3%
减持
VUG
VANGUARD INDEX FDS
+$9.6M
310,767
-1%
增持
VTIP
VANGUARD MALVERN FDS
+$8.8M
1,726,458
+11%
增持
VXF
VANGUARD INDEX FDS
+$8.8M
732,919
+1%
增持
VBK
VANGUARD INDEX FDS
+$7.8M
104,334
+30%
减持
VO
VANGUARD INDEX FDS
+$7.3M
548,728
-2%
增持
AAPL
APPLE INC
-$7.2M
372,653
+1%
增持
IJR
ISHARES TR
+$6.4M
1,606,405
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$6.3M
3,083,850
+3%
减持
TFLO
ISHARES TR
-$6.2M
967,516
-12%
减持
VV
VANGUARD INDEX FDS
+$5.8M
443,427
-4%
增持
VB
VANGUARD INDEX FDS
+$5.6M
363,263
+0%
建仓
AOM
ISHARES TR
+$5.4M
126,992
增持
BAB
INVESCO EXCH TRADED FD TR II
+$5.3M
3,291,338
+8%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$4.8M
753,365
+7%
增持
BYRN
BYRNA TECHNOLOGIES INC
+$4.2M
553,079
+2%
减持
MSFT
MICROSOFT CORP
+$4.2M
145,571
-4%
减持
VTV
VANGUARD INDEX FDS
+$4.1M
325,427
-1%
减持
MUB
ISHARES TR
-$3.5M
565,103
-5%
减持
NVDA
NVIDIA CORPORATION
+$3.5M
10,579
-14%
减持
SPYM
SPDR SER TR
+$3.4M
813,255
-3%
减持
IWF
ISHARES TR
+$3.1M
114,401
-2%
减持
AMZN
AMAZON COM INC
+$3.0M
139,957
-4%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$3.0M
47,893
建仓
—
STEEL CONNECT INC
+$3.0M
315,226
减持
TSLA
TESLA INC
-$3.0M
23,895
-17%
减持
SCHX
SCHWAB STRATEGIC TR
+$2.7M
1,115,003
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.7M
51,298
-3%
减持
IUSB
ISHARES TR
-$2.7M
886,506
-5%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$2.6M
1,857,811
-2%
减持
EFAV
ISHARES TR
-$2.5M
80,554
-32%
减持
SCHF
SCHWAB STRATEGIC TR
+$2.3M
4,906,821
-4%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.1M
151,086
+4%
减持
IWV
ISHARES TR
-$2.0M
47,036
-20%
减持
NOBL
PROSHARES TR
+$2.0M
739,237
-4%
减持
—
EXXON MOBIL CORP
+$2.0M
122,685
-0%
建仓
HYDB
ISHARES TR
+$2.0M
42,343
增持
IVW
ISHARES TR
+$1.9M
146,932
+5%
减持
VTEB
VANGUARD MUN BD FDS
-$1.7M
577,967
-5%
减持
RKT
ROCKET COS INC
-$1.7M
75,161
-61%
减持
SMMD
ISHARES TR
+$1.7M
424,361
-0%
增持
GOOG
ALPHABET INC
+$1.6M
131,231
+1%
减持
QQQ
INVESCO QQQ TR
+$1.5M
124,690
-5%
减持
BIL
SPDR SER TR
-$1.5M
53,677
-24%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.5M
226,782
+15%
减持
VNQ
VANGUARD INDEX FDS
-$1.4M
189,029
-6%
减持
META
META PLATFORMS INC
+$1.4M
17,002
-12%
增持
IWO
ISHARES TR
+$1.2M
34,854
+7%
减持
PBW
INVESCO EXCHANGE TRADED FD T
-$1.2M
23,995
-60%
减持
VBR
VANGUARD INDEX FDS
+$1.1M
102,677
-0%
减持
ABBV
ABBVIE INC
+$1.1M
53,288
-4%
增持
IWR
ISHARES TR
+$1.1M
141,201
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.1M
109,814
-27%
增持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$1.1M
182,904
+4%
减持
IWD
ISHARES TR
+$1.1M
88,704
-1%
增持
—
ACCENTURE PLC IRELAND
+$1.1M
83,153
+5%
增持
IWP
ISHARES TR
+$1.1M
97,753
+1%
减持
LQD
ISHARES TR
-$1.1M
4,931
-66%
减持
JPM
JPMORGAN CHASE & CO
+$1.0M
51,511
-6%
减持
SCHP
SCHWAB STRATEGIC TR
-$1.0M
181,954
-10%
减持
CAVA
CAVA GROUP INC
+$1.0M
46,168
-10%
减持
IWB
ISHARES TR
+$1.0M
40,922
-0%
增持
COST
COSTCO WHSL CORP NEW
+$1.0M
10,475
+4%
减持
AGG
ISHARES TR
-$952.5K
184,600
-4%
减持
XLE
SELECT SECTOR SPDR TR
-$946.6K
62,016
-24%
减持
ITOT
ISHARES TR
+$940.5K
103,976
-1%
减持
LLY
ELI LILLY & CO
+$934.0K
5,999
-6%
减持
XLRE
SELECT SECTOR SPDR TR
-$929.8K
101,495
-18%
增持
EIM
EATON VANCE MUN BD FD
+$925.3K
566,927
+16%
减持
MRK
MERCK & CO INC
+$919.9K
49,327
-4%
增持
NFLX
NETFLIX INC
+$918.1K
5,896
+8%
清仓
DXJ
WISDOMTREE TR
-$911.5K
0
-100%
增持
IJJ
ISHARES TR
+$901.7K
86,648
+6%
减持
IEFA
ISHARES TR
+$890.1K
878,024
-4%
减持
BND
VANGUARD BD INDEX FDS
-$882.0K
321,141
-2%
增持
MGK
VANGUARD WORLD FD
+$873.1K
4,141
+243%
清仓
DBEF
DBX ETF TR
-$850.5K
0
-100%
减持
—
FIRST TR ENERGY INFRASTRCTR
+$850.2K
858,102
-4%
建仓
USFR
WISDOMTREE TR
+$841.0K
16,723
减持
GEM
GOLDMAN SACHS ETF TR
-$836.3K
85,967
-25%
减持
ADBE
ADOBE INC
-$823.6K
4,925
-11%
减持
SCHZ
SCHWAB STRATEGIC TR
-$818.0K
72,318
-19%
减持
SO
SOUTHERN CO
-$807.7K
19,144
-38%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$793.5K
117,108
-39%
增持
DIS
DISNEY WALT CO
+$777.2K
24,231
+0%
增持
CEG
CONSTELLATION ENERGY CORP
+$759.0K
10,466
+4%
减持
WFC
WELLS FARGO CO NEW
-$755.1K
21,629
-47%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$750.8K
32,847
-31%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$729.2K
25,289
+1%
减持
GE
GENERAL ELECTRIC CO
+$715.5K
15,521
-1%
增持
KO
COCA COLA CO
+$701.9K
144,687
+5%
增持
BA
BOEING CO
+$700.1K
14,105
+82%
减持
GSLC
GOLDMAN SACHS ETF TR
+$682.0K
69,653
-0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$664.9K
113,558
+0%
增持
OKE
ONEOK INC NEW
+$656.3K
62,360
+1%
增持
GALT
GALECTIN THERAPEUTICS INC
+$646.9K
398,374
+117%
减持
DTH
WISDOMTREE TR
-$643.8K
158,013
-11%
减持
GLD
SPDR GOLD TR
+$639.0K
46,425
-0%
减持
PG
PROCTER AND GAMBLE CO
+$630.9K
51,808
-2%
减持
DGRW
WISDOMTREE TR
+$613.7K
171,608
-3%
清仓
SCHY
SCHWAB STRATEGIC TR
-$599.4K
0
-100%
减持
ET
ENERGY TRANSFER L P
-$591.3K
129,808
-32%
增持
IWN
ISHARES TR
+$587.5K
49,581
+6%
减持
IGF
ISHARES TR
-$575.5K
440,570
-4%
减持
CME
CME GROUP INC
+$573.0K
163,340
-1%
减持
IEMG
ISHARES INC
+$566.9K
1,597,889
-1%
清仓
TRP
TC ENERGY CORP
-$562.2K
0
-100%
减持
INTC
INTEL CORP
-$561.9K
71,754
-3%
减持
—
SUPER MICRO COMPUTER INC
+$555.6K
977
-36%
增持
BAC
BANK AMERICA CORP
+$548.4K
118,832
+1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$548.2K
142,524
+9%
减持
VLO
VALERO ENERGY CORP
+$548.1K
13,929
-1%
减持
COIN
COINBASE GLOBAL INC
+$545.5K
6,260
-2%
减持
ACWI
ISHARES TR
+$539.1K
65,000
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$538.8K
12,230
-2%
减持
NKE
NIKE INC
-$533.8K
14,291
-17%
减持
—
EATON CORP PLC
+$527.0K
8,921
-5%
减持
TFI
SPDR SER TR
-$526.0K
195,198
-4%
增持
—
H & E EQUIPMENT SERVICES INC
+$519.0K
35,962
+5%
清仓
PSK
SPDR SER TR
-$507.7K
0
-100%
减持
IVOO
VANGUARD ADMIRAL FDS INC
-$506.9K
5,681
-51%
减持
AMLP
ALPS ETF TR
-$500.5K
87,940
-20%
减持
MA
MASTERCARD INCORPORATED
+$497.7K
13,648
-4%
减持
SPYG
SPDR SER TR
+$484.7K
163,419
-7%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$478.7K
72,932
-26%
减持
AVGO
BROADCOM INC
+$477.8K
3,237
-5%
减持
STGW
STAGWELL INC
-$474.1K
74,232
-47%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$472.0K
12,323
-2%
减持
IBB
ISHARES TR
-$468.2K
13,740
-21%
减持
EEMV
ISHARES INC
-$462.0K
4,294
-66%
减持
XLF
SELECT SECTOR SPDR TR
-$459.7K
35,105
-32%
减持
HDV
ISHARES TR
+$441.2K
80,784
-3%
减持
ARKK
ARK ETF TR
-$432.9K
6,495
-55%
减持
JNK
SPDR SER TR
-$426.8K
6,339
-42%
减持
TGT
TARGET CORP
+$423.9K
13,694
-3%
减持
MMS
MAXIMUS INC
-$418.7K
12,954
-28%
增持
MSCI
MSCI INC
+$415.0K
1,218
+158%
增持
SCHE
SCHWAB STRATEGIC TR
+$413.6K
866,440
+0%
减持
SPMD
SPDR SER TR
+$412.8K
196,924
-5%
增持
AMD
ADVANCED MICRO DEVICES INC
+$407.6K
10,962
+3%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$407.6K
8,941
+4%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$404.8K
1,941
建仓
BCI
ABRDN ETFS
+$403.9K
20,429
