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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 20
增持 64
减持 56
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$106.4M
2,306,113
+5%
增持
—
AON PLC
+$86.6M
304,275
+3565%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$73.9M
511,516
-84%
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
VOO
VANGUARD INDEX FDS
+$37.5M
1,156,363
+3%
增持
VTI
VANGUARD INDEX FDS
+$26.3M
1,071,492
+7%
减持
SCHD
SCHWAB STRATEGIC TR
-$23.2M
4,922,867
-2%
增持
TFLO
ISHARES TR
+$21.0M
1,383,075
+43%
增持
AAPL
APPLE INC
+$18.7M
392,195
+5%
建仓
EIPI
FIRST TR EXCHNG TRADED FD VI
+$15.8M
851,524
清仓
—
FIRST TR ENERGY INFRASTRCTR
-$15.6M
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$15.2M
3,292,061
+7%
增持
VUG
VANGUARD INDEX FDS
+$13.7M
322,652
+4%
增持
VXUS
VANGUARD STAR FDS
+$13.4M
4,413,009
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$10.8M
9,163,122
+4%
增持
MSFT
MICROSOFT CORP
+$10.7M
160,861
+11%
增持
USFR
WISDOMTREE TR
+$10.0M
216,261
+1193%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$7.7M
884,489
+17%
增持
IJH
ISHARES TR
-$7.5M
6,882,299
+2%
增持
VTIP
VANGUARD MALVERN FDS
+$6.7M
1,842,349
+7%
减持
NOBL
PROSHARES TR
-$6.6M
711,505
-4%
减持
SPY
SPDR S&P 500 ETF TR
+$6.5M
591,547
-2%
减持
VO
VANGUARD INDEX FDS
-$6.3M
540,403
-2%
增持
GOOG
ALPHABET INC
+$5.9M
140,844
+7%
增持
NVDA
NVIDIA CORPORATION
+$5.7M
123,587
+1068%
建仓
IGV
ISHARES TR
+$5.7M
65,112
清仓
AOM
ISHARES TR
-$5.4M
0
-100%
增持
AMZN
AMAZON COM INC
+$4.9M
156,018
+11%
增持
GOOGL
ALPHABET INC
+$4.9M
83,018
+22%
增持
JPM
JPMORGAN CHASE & CO.
+$4.6M
73,861
+43%
增持
COST
COSTCO WHSL CORP NEW
+$4.1M
13,824
+32%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$3.8M
68,409
减持
—
ACCENTURE PLC IRELAND
-$3.7M
82,812
-0%
增持
VXF
VANGUARD INDEX FDS
-$3.7M
739,145
+1%
增持
SCHP
SCHWAB STRATEGIC TR
+$3.7M
252,683
+39%
减持
VV
VANGUARD INDEX FDS
+$3.6M
440,264
-1%
建仓
MUST
COLUMBIA ETF TR I
+$3.4M
168,668
减持
CME
CME GROUP INC
-$3.2M
162,348
-1%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$3.2M
63,637
增持
VB
VANGUARD INDEX FDS
-$3.1M
366,628
+1%
建仓
ABNB
AIRBNB INC
+$3.0M
19,903
清仓
—
STEEL CONNECT INC
-$3.0M
0
-100%
减持
SMMD
ISHARES TR
-$2.9M
398,990
-6%
增持
HYDB
ISHARES TR
+$2.8M
103,874
+145%
减持
IEFA
ISHARES TR
-$2.8M
858,544
-2%
减持
DGRW
WISDOMTREE TR
-$2.8M
131,909
-23%
增持
VTEB
VANGUARD MUN BD FDS
+$2.7M
637,750
+10%
增持
SCHF
SCHWAB STRATEGIC TR
-$2.7M
4,914,050
+0%
减持
IWF
ISHARES TR
+$2.6M
112,798
-1%
减持
IEMG
ISHARES INC
+$2.5M
1,587,581
-1%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$2.5M
1,884,183
+1%
增持
VBK
VANGUARD INDEX FDS
+$2.4M
118,306
+13%
增持
VBR
VANGUARD INDEX FDS
+$2.4M
120,976
+18%
减持
QQQ
INVESCO QQQ TR
+$2.3M
120,363
-3%
建仓
RYLD
GLOBAL X FDS
+$2.3M
142,000
建仓
CART
MAPLEBEAR INC
+$2.3M
70,617
增持
PM
PHILIP MORRIS INTL INC
+$2.3M
45,102
+79%
增持
NFLX
NETFLIX INC
+$2.2M
8,632
+46%
减持
XLRE
SELECT SECTOR SPDR TR
-$2.2M
46,216
-54%
增持
IVW
ISHARES TR
+$2.1M
156,427
+6%
增持
IUSB
ISHARES TR
+$2.1M
939,485
+6%
减持
EIM
EATON VANCE MUN BD FD
-$1.9M
376,845
-34%
减持
EFAV
ISHARES TR
-$1.9M
55,453
-31%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.9M
32,689
增持
SOXX
ISHARES TR
+$1.8M
10,524
+215%
减持
SPYM
SPDR SER TR
+$1.8M
810,236
-0%
增持
META
META PLATFORMS INC
+$1.7M
19,678
+16%
增持
XLV
SELECT SECTOR SPDR TR
+$1.6M
25,656
+78%
清仓
AUB
ATLANTIC UN BANKSHARES CORP
-$1.6M
0
-100%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$1.6M
1,852
+145%
建仓
CBNK
CAPITAL BANCORP INC MD
+$1.6M
76,905
增持
GS
GOLDMAN SACHS GROUP INC
+$1.4M
4,338
+250%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$1.4M
228,526
-7%
增持
BSV
VANGUARD BD INDEX FDS
+$1.4M
131,868
+16%
增持
ITOT
ISHARES TR
+$1.4M
112,939
+9%
减持
BND
VANGUARD BD INDEX FDS
-$1.4M
303,960
-5%
减持
COIN
COINBASE GLOBAL INC
-$1.4M
1,067
-83%
增持
EEM
ISHARES TR
+$1.4M
72,605
+78%
减持
SCHX
SCHWAB STRATEGIC TR
-$1.4M
1,055,113
-5%
减持
VYM
VANGUARD WHITEHALL FDS
-$1.4M
142,468
-6%
减持
VOE
VANGUARD INDEX FDS
-$1.4M
67,222
-9%
增持
IDXX
IDEXX LABS INC
+$1.3M
5,362
+120%
增持
—
ARISTA NETWORKS INC
+$1.3M
4,587
+328%
减持
JSMD
JANUS DETROIT STR TR
-$1.2M
41,272
-27%
减持
JNJ
JOHNSON & JOHNSON
-$1.2M
87,798
-1%
减持
ABBV
ABBVIE INC
-$1.2M
49,673
-7%
建仓
IIM
INVESCO VALUE MUN INCOME TR
+$1.2M
95,653
减持
AGG
ISHARES TR
-$1.1M
174,431
-6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.1M
139,482
+27%
减持
VNQ
VANGUARD INDEX FDS
-$1.1M
181,843
-4%
减持
GEM
GOLDMAN SACHS ETF TR
-$1.1M
48,483
-44%
清仓
RKT
ROCKET COS INC
-$1.1M
0
-100%
减持
BIV
VANGUARD BD INDEX FDS
-$1.0M
3,465
-80%
减持
CVX
CHEVRON CORP NEW
-$1.0M
64,980
-8%
增持
MO
ALTRIA GROUP INC
+$1.0M
54,550
+63%
减持
SHY
ISHARES TR
-$1.0M
8,543
-59%
减持
SCHE
SCHWAB STRATEGIC TR
+$1.0M
861,533
-1%
减持
INTC
INTEL CORP
-$999.0K
70,081
-2%
减持
SCZ
ISHARES TR
-$975.1K
6,989
-69%
减持
JLL
JONES LANG LASALLE INC
-$964.3K
2,438
-68%
减持
SCHZ
SCHWAB STRATEGIC TR
-$898.1K
53,280
-26%
减持
IWD
ISHARES TR
-$878.8K
86,026
-3%
增持
PANW
PALO ALTO NETWORKS INC
+$856.2K
6,194
+42%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$850.0K
161,516
-12%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$847.2K
9,031
增持
V
VISA INC
+$839.0K
25,654
+21%
增持
VGT
VANGUARD WORLD FD
+$838.3K
4,949
+29%
建仓
GBDC
GOLUB CAP BDC INC
+$834.4K
53,112
增持
QCOM
QUALCOMM INC
+$834.3K
13,848
+22%
减持
SPMD
SPDR SER TR
-$824.4K
188,684
-4%
减持
COWZ
PACER FDS TR
-$821.7K
15,651
-46%
减持
IEI
ISHARES TR
-$813.9K
11,855
-37%
减持
TFI
SPDR SER TR
-$798.7K
180,856
-7%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$792.5K
17,808
-46%
增持
TSLA
TESLA INC
+$786.9K
25,204
+5%
清仓
—
LABORATORY CORP AMER HLDGS
-$774.4K
0
-100%
增持
IWM
ISHARES TR
+$771.4K
108,959
+7%
减持
IXUS
ISHARES TR
-$764.9K
841,672
-1%
建仓
IQI
INVESCO QUALITY MUN INCOME T
+$764.5K
77,062
建仓
GEV
GE VERNOVA INC
+$746.8K
4,354
建仓
OEF
ISHARES TR
+$732.6K
2,772
增持
DFAC
DIMENSIONAL ETF TRUST
+$725.6K
247,247
+9%
减持
AVGO
BROADCOM INC
+$723.1K
3,122
-4%
建仓
NAD
NUVEEN QUALITY MUNCP INCOME
+$716.1K
61,000
建仓
LH
LABCORP HOLDINGS INC
+$711.5K
3,496
减持
CVS
CVS HEALTH CORP
-$706.8K
14,633
-26%
增持
EFA
ISHARES TR
-$705.1K
497,963
+0%
减持
DIS
DISNEY WALT CO
-$698.7K
22,824
-6%
增持
IWR
ISHARES TR
+$678.4K
154,810
+10%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$657.4K
9,720
+46%
增持
IWN
ISHARES TR
+$646.9K
55,947
+13%
减持
VOT
VANGUARD INDEX FDS
-$637.2K
61,326
-2%
清仓
LFMD
LIFEMD INC
-$633.9K
0
-100%
减持
CAVA
CAVA GROUP INC
+$632.8K
41,691
-10%
清仓
EGBN
EAGLE BANCORP INC MD
-$629.7K
0
-100%
清仓
TQQQ
PROSHARES TR
-$622.3K
0
-100%
增持
SHOP
SHOPIFY INC
+$621.6K
13,408
+292%
增持
IWP
ISHARES TR
+$621.4K
106,742
+9%
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$618.8K
13,928
增持
F
FORD MTR CO DEL
+$607.5K
199,869
+40%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$607.0K
11,680
-5%
增持
HD
HOME DEPOT INC
-$604.5K
20,423
+3%
建仓
TTD
THE TRADE DESK INC
+$598.5K
6,128
减持
VLO
VALERO ENERGY CORP
-$589.8K
11,404
-18%
减持
EL
LAUDER ESTEE COS INC
-$589.8K
11,906
-1%
增持
IWO
ISHARES TR
+$589.5K
38,197
+10%
增持
AAL
AMERICAN AIRLS GROUP INC
-$589.1K
147,597
+0%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$580.8K
18,481
-32%
增持
WMT
WALMART INC
+$580.6K
74,143
+0%
减持
BIL
SPDR SER TR
-$564.4K
47,540
-11%
清仓
MCO
MOODYS CORP
-$547.6K
0
-100%
