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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 31
增持 104
减持 13
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$263.0M
7,901,035
+3096%
增持
IUSB
ISHARES TR
+$159.4M
4,283,811
+356%
增持
IVV
ISHARES TR
+$141.1M
2,432,463
+5%
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
VEA
VANGUARD TAX-MANAGED FDS
+$67.7M
9,857,108
+8%
建仓
DFGR
DIMENSIONAL ETF TRUST
+$62.7M
2,171,563
增持
DFAE
DIMENSIONAL ETF TRUST
+$60.9M
2,279,507
+3676%
建仓
EAGG
iShares ESG U.S. Aggregate Bond ETF
+$55.9M
1,149,477
增持
DFAI
DIMENSIONAL ETF TRUST
+$53.3M
1,816,611
+1116%
增持
SCHD
SCHWAB STRATEGIC TR
+$50.0M
5,119,956
+4%
建仓
DFAU
Dimensional U.S. Core Equity Market ETF
+$49.1M
1,236,727
增持
HYDB
ISHARES TR
+$45.9M
1,054,970
+916%
增持
IJH
ISHARES TR
+$45.7M
7,196,228
+5%
增持
USFR
WISDOMTREE TR
+$40.4M
1,021,046
+372%
增持
VOO
VANGUARD INDEX FDS
+$35.6M
1,163,567
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$32.0M
409,896
+5416%
增持
VXUS
VANGUARD STAR FDS
+$31.7M
4,599,963
+4%
增持
BND
VANGUARD BD INDEX FDS
+$29.4M
683,074
+125%
增持
IJR
ISHARES TR
+$28.9M
1,762,984
+6%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$28.9M
3,613,807
+10%
增持
VTI
VANGUARD INDEX FDS
+$26.9M
1,107,356
+3%
增持
MSFT
MICROSOFT CORP
+$23.8M
222,485
+38%
建仓
HYMB
SPDR Nuveen S&P High Yield Municipal Bond
+$23.7M
900,292
增持
SPY
SPDR S&P 500 ETF TR
+$23.1M
601,431
+2%
建仓
SUSB
iShares ESG 1-5 Year USD Corp Bd ETF
+$23.1M
917,928
增持
AAPL
APPLE INC
+$19.3M
437,325
+12%
增持
IWB
ISHARES TR
+$18.6M
95,869
+147%
增持
QUAL
ISHARES TR
+$18.0M
101,742
+6007%
增持
VBK
VANGUARD INDEX FDS
+$15.9M
170,025
+44%
增持
SCHF
SCHWAB STRATEGIC TR
+$15.1M
4,959,791
+1%
增持
VO
VANGUARD INDEX FDS
+$14.6M
551,127
+2%
增持
VXF
VANGUARD INDEX FDS
+$13.9M
761,788
+3%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$12.9M
377,386
增持
VUG
VANGUARD INDEX FDS
+$12.1M
345,725
+7%
增持
AGG
ISHARES TR
+$11.3M
278,460
+60%
增持
DFUS
DIMENSIONAL ETF TRUST
+$10.7M
186,247
+1136%
建仓
DIHP
Dimensional International High Pbly ETF
+$10.6M
380,999
建仓
PVAL
PUTNAM ETF TRUST
+$10.5M
276,845
建仓
HYD
Market Vectors High Yield Muni ETF
+$10.5M
197,778
增持
VTIP
VANGUARD MALVERN FDS
+$9.8M
2,012,522
+9%
增持
ESGD
ISHARES TR
+$9.7M
120,542
+1842%
建仓
MGV
VANGUARD WORLD FD
+$9.5M
73,719
增持
VNQ
VANGUARD INDEX FDS
+$9.0M
249,132
+37%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$8.9M
225,505
+2821%
增持
VB
VANGUARD INDEX FDS
+$8.8M
374,113
+2%
增持
VBR
VANGUARD INDEX FDS
+$8.7M
153,391
+27%
增持
DFUV
DIMENSIONAL ETF TRUST
+$8.6M
214,622
+2299%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$8.6M
1,963,218
+4%
增持
IEMG
ISHARES INC
+$8.5M
1,628,379
+3%
减持
—
AON PLC
+$8.4M
282,579
-7%
增持
REGN
REGENERON PHARMACEUTICALS
+$8.0M
8,112
+1630%
增持
EFA
ISHARES TR
+$7.4M
555,386
+12%
增持
SCHB
SCHWAB STRATEGIC TR
+$7.4M
170,245
+174%
增持
ESGU
ISHARES TR
+$7.3M
71,821
+385%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$6.8M
931,826
+5%
增持
—
ACCENTURE PLC IRELAND
+$6.8M
90,419
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.7M
60,343
+16%
建仓
DEHP
DIMENSIONAL ETF TRUST
+$6.4M
239,708
增持
VTEB
VANGUARD MUN BD FDS
+$6.3M
747,600
+17%
减持
NOBL
PROSHARES TR
-$6.2M
582,367
-18%
增持
VV
VANGUARD INDEX FDS
+$6.1M
440,626
+0%
增持
VTV
VANGUARD INDEX FDS
+$5.9M
338,188
+2%
建仓
DFAX
DFA TA World ex US Core Equity I
+$5.7M
212,518
减持
TFLO
ISHARES TR
-$5.7M
1,272,371
-8%
增持
QQQ
INVESCO QQQ TR
+$5.5M
129,521
+8%
增持
JNK
SPDR SER TR
+$5.5M
62,265
+951%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$5.4M
53,572
增持
IWD
ISHARES TR
+$5.3M
107,111
+25%
增持
IXUS
ISHARES TR
+$4.8M
849,118
+1%
建仓
ESGE
ISHARES INC
+$4.8M
132,035
增持
CME
CME GROUP INC
+$4.6M
165,601
+2%
增持
PG
PROCTER AND GAMBLE CO
+$4.2M
73,113
+42%
增持
MUB
ISHARES TR
+$4.1M
597,883
+5%
增持
COST
COSTCO WHSL CORP NEW
+$4.1M
17,850
+29%
增持
SMMD
ISHARES TR
+$3.9M
426,813
+7%
增持
SUB
ISHARES TR
+$3.8M
41,559
+599%
增持
IWF
ISHARES TR
+$3.7M
119,266
+6%
增持
IWM
ISHARES TR
+$3.6M
116,450
+7%
减持
IEFA
ISHARES TR
+$3.5M
844,008
-2%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$3.5M
93,128
+883%
建仓
DFSI
Dimensional International Sstby Cr 1 ETF
+$3.5M
97,170
增持
SCHE
SCHWAB STRATEGIC TR
+$3.4M
899,039
+4%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$3.3M
50,611
增持
IJJ
ISHARES TR
+$3.3M
113,524
+19%
减持
BYRN
BYRNA TECHNOLOGIES INC
+$3.2M
516,254
-7%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$3.2M
82,859
建仓
PCY
Powershares Emerging Markets Debt ETF
+$3.1M
143,831
增持
AMZN
AMAZON COM INC
+$2.9M
177,241
+14%
增持
JNJ
JOHNSON & JOHNSON
+$2.8M
96,703
+10%
增持
IWR
ISHARES TR
+$2.8M
174,485
+13%
建仓
TILT
FlexShares Morningstar U.S. Market Factors Tilt ETF
+$2.8M
13,185
增持
META
META PLATFORMS INC
+$2.6M
21,950
+12%
减持
SCHX
SCHWAB STRATEGIC TR
+$2.6M
1,037,803
-2%
增持
IWP
ISHARES TR
+$2.6M
122,348
+15%
减持
IGF
ISHARES TR
+$2.6M
436,255
-1%
增持
ABBV
ABBVIE INC
+$2.5M
55,754
+12%
增持
IVW
ISHARES TR
+$2.5M
177,002
+13%
建仓
SUSL
iShares ESG MSCI USA Leaders ETF
+$2.4M
23,939
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$2.3M
15,006
+28%
建仓
DFSU
DIMENSIONAL ETF TRUST
+$2.3M
61,236
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.2M
44,688
增持
GLD
SPDR GOLD TR
+$2.0M
48,923
+7%
建仓
PXF
INVESCO EXCH TRADED FD TR II
+$2.0M
38,993
建仓
DFCF
Dimensional Core Fixed Income ETF
+$2.0M
46,260
增持
IWO
ISHARES TR
+$2.0M
42,237
+11%
减持
MUST
COLUMBIA ETF TR I
-$1.9M
75,768
-55%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.9M
13,363
+14%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$1.9M
422,163
-17%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.9M
0
-100%
增持
IWN
ISHARES TR
+$1.8M
62,067
+11%
增持
SDY
SPDR SER TR
+$1.8M
59,738
+14%
增持
GOOG
ALPHABET INC
+$1.8M
165,206
+17%
增持
HD
HOME DEPOT INC
+$1.8M
21,758
+7%
增持
AVGO
BROADCOM INC
+$1.7M
39,121
+1153%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$1.7M
30,634
-52%
增持
TSLA
TESLA INC
+$1.6M
25,368
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$1.6M
12,760
+134%
增持
BAC
BANK AMERICA CORP
+$1.6M
166,630
+33%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.5M
22,083
+186%
增持
DVY
ISHARES TR
+$1.5M
70,927
+6%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.5M
143,539
+1%
减持
RYLD
GLOBAL X FDS
-$1.5M
48,000
-66%
增持
SBUX
STARBUCKS CORP
+$1.5M
42,201
+25%
建仓
GWX
SPDR S&P Intl Small Cap ETF
+$1.5M
43,053
增持
APO
APOLLO GLOBAL MGMT INC
+$1.5M
23,320
+91%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.5M
26,342
+5%
增持
AXP
AMERICAN EXPRESS CO
+$1.4M
9,898
+81%
增持
MCD
MCDONALDS CORP
+$1.4M
17,465
+14%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.4M
38,331
+13%
增持
SHW
SHERWIN WILLIAMS CO
+$1.3M
4,896
+173%
增持
MA
MASTERCARD INCORPORATED
+$1.3M
14,927
+9%
建仓
ITM
Market Vectors Intermediate Muni ETF
+$1.3M
28,002
增持
DGRW
WISDOMTREE TR
+$1.3M
139,480
+6%
建仓
CMF
ISHARES TR
+$1.3M
22,517
清仓
—
SUPER MICRO COMPUTER INC
-$1.3M
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$1.3M
76,921
+4%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$1.2M
44,123
+87%
减持
SUSA
ISHARES TR
-$1.2M
7,871
-59%
建仓
—
Chestnut Str Exchang Fd Sh Partnership N
+$1.2M
1,076
减持
SPYM
SPDR SER TR
+$1.2M
785,980
-3%
增持
MMS
MAXIMUS INC
+$1.2M
22,025
+112%
建仓
DCOR
DIMENSIONAL ETF TRUST
+$1.1M
17,832
增持
NVDA
NVIDIA CORPORATION
+$1.1M
134,952
+9%
增持
EEM
ISHARES TR
+$1.1M
91,718
+26%
增持
VOT
VANGUARD INDEX FDS
+$1.1M
62,211
+1%
增持
IWV
ISHARES TR
+$1.1M
47,896
+1%
增持
OEF
ISHARES TR
+$1.1M
6,503
+135%
增持
PM
PHILIP MORRIS INTL INC
+$1.1M
46,410
+3%
增持
LLY
ELI LILLY & CO
+$1.1M
7,037
+23%
建仓
DLN
WISDOMTREE TR
+$1.1M
13,405
建仓
O
REALTY INCOME CORP
+$1.0M
16,355
