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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 16
增持 72
减持 53
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
IVV
iShares Core S&P 500 ETF
+$101.9M
2,556,471
+5%
增持
VUG
VANGUARD INDEX FDS
+$54.6M
456,531
+32%
增持
VTIP
VANGUARD MALVERN FDS
+$33.9M
2,750,327
+37%
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
EAGG
iShares ESG U.S. Aggregate Bond ETF
-$27.6M
607,562
-47%
增持
IJH
iShares S&P Midcap 400 Index
+$25.5M
7,606,982
+6%
增持
USFR
WISDOMTREE TR
+$19.4M
1,404,395
+38%
增持
SCHD
SCHWAB STRATEGIC TR
-$19.1M
15,144,112
+196%
增持
VTI
VANGUARD INDEX FDS
+$18.7M
1,146,397
+4%
增持
VOO
VANGUARD INDEX FDS
+$17.2M
1,171,516
+1%
减持
DFAU
DIMENSIONAL ETF TRUST
-$16.8M
797,068
-36%
增持
SCHF
Schwab International Equity ETF
-$15.3M
10,198,152
+106%
增持
VXUS
VANGUARD STAR FDS
-$15.2M
4,795,167
+4%
增持
AAPL
APPLE INC
+$13.8M
462,148
+6%
减持
HYMB
SPDR Nuveen S&P High Yield Municipal Bond
-$12.3M
443,772
-51%
减持
NOBL
PROSHARES TR
-$12.1M
502,928
-14%
增持
IJR
iShares Core S&P Small-Cap ETF
+$11.7M
1,891,540
+7%
减持
SUSB
iShares ESG 1-5 Year USD Corp Bd ETF
-$11.5M
467,656
-49%
增持
VEA
Vanguard MSCI EAFE ETF
-$9.7M
10,683,889
+8%
增持
VXF
Vanguard Extended Market ETF
+$9.5M
779,659
+2%
增持
—
AON Corp
+$8.9M
296,862
+5%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
-$8.1M
1,635,475
+0%
增持
AMZN
AMAZON COM INC
+$8.0M
186,835
+5%
增持
VBK
VANGUARD INDEX FDS
+$7.8M
190,073
+12%
增持
TSLA
TESLA INC
+$7.2M
34,258
+35%
增持
NVDA
Nvidia Corp
+$7.1M
174,896
+30%
减持
DUHP
DIMENSIONAL ETF TRUST
-$6.6M
185,826
-51%
增持
SPYM
SPDR SER TR
+$6.5M
863,733
+10%
建仓
PMBS
PIMCO ETF TR
+$6.4M
132,712
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$6.3M
2,027,567
+3%
增持
GOOG
ALPHABET INC
+$5.9M
176,240
+7%
建仓
NBOS
NEUBERGER BERMAN ETF TRUST
+$5.8M
219,134
减持
HYD
Market Vectors High Yield Muni ETF
-$5.4M
99,029
-50%
增持
HYDB
iShares High Yield Systematic Bond ETF
+$5.2M
1,188,263
+13%
增持
IEFA
iShares Core MSCI EAFE ETF
-$5.1M
864,280
+2%
增持
VV
VANGUARD INDEX FDS
+$5.0M
448,843
+2%
增持
DFAC
DIMENSIONAL ETF TRUST
+$5.0M
7,976,206
+1%
增持
IXUS
iShares Core MSCI Total Int'l Stock Index
-$5.0M
857,327
+1%
减持
BYRN
BYRNA TECHNOLOGIES INC
+$4.8M
471,054
-9%
增持
DFAI
DIMENSIONAL ETF TRUST
+$4.6M
2,136,108
+18%
减持
REGN
REGENERON PHARMACEUTICALS
-$4.5M
5,619
-31%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$4.1M
81,856
增持
EFA
iShares MSCI EAFE ETF
-$4.1M
560,009
+1%
增持
GOOGL
ALPHABET INC
+$4.0M
99,011
+11%
增持
QQQ
INVESCO QQQ TR
+$3.9M
131,223
+1%
减持
DEHP
DIMENSIONAL ETF TRUST
-$3.5M
118,805
-50%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$3.5M
77,502
+353%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$3.5M
312,111
-26%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.4M
83,016
+9%
增持
IWF
iShares Russell 1000 Growth
+$3.3M
119,673
+0%
增持
VBR
VANGUARD INDEX FDS
+$3.3M
171,840
+12%
减持
GOVT
ISHARES TR
-$3.2M
390,175
-25%
清仓
—
ISHARES TR
-$3.2M
0
-100%
增持
SMMD
ISHARES TR
+$3.0M
469,382
+10%
减持
TFLO
ISHARES TR
-$3.0M
1,217,104
-4%
减持
VTEB
VANGUARD MUN BD FDS
-$2.9M
704,877
-6%
增持
AVGO
BROADCOM INC
+$2.9M
41,508
+6%
建仓
BLK
BLACKROCK INC
+$2.9M
2,794
清仓
—
BLACKROCK INC
-$2.9M
0
-100%
减持
MUB
iShares S&P National AMT-Free Muni
-$2.6M
584,735
-2%
增持
JPM
JP Morgan Chase & Co
+$2.6M
78,508
+2%
减持
JNJ
JOHNSON & JOHNSON
-$2.6M
90,480
-6%
减持
GBIL
GOLDMAN SACHS ETF TR
-$2.6M
28,128
-47%
减持
PCY
Powershares Emerging Markets Debt ETF
-$2.5M
29,075
-80%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$2.2M
196,611
-7%
增持
IUSB
iShares Total US Bond ETF
+$2.0M
4,510,774
+5%
增持
META
META PLATFORMS INC
+$2.0M
24,909
+13%
减持
QUAL
iShares MSCI USA Quality Factor ETF
-$2.0M
91,247
-10%
增持
MSFT
MICROSOFT CORP
+$2.0M
231,856
+4%
建仓
FLTR
VANECK ETF TRUST
+$2.0M
77,600
增持
NFLX
NETFLIX INC
+$2.0M
9,280
+4%
建仓
SHYD
VANECK ETF TRUST
+$1.9M
84,675
减持
AGG
iShares Barclays Aggregate Bond
-$1.9M
271,896
-2%
增持
CAVA
CAVA GROUP INC
+$1.8M
53,828
+57%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$1.8M
119,854
-27%
清仓
—
ARISTA NETWORKS INC
-$1.8M
0
-100%
增持
VO
VANGUARD INDEX FDS
+$1.8M
557,214
+1%
增持
PVAL
PUTNAM ETF TRUST
+$1.8M
330,289
+19%
增持
DFAE
Dimensional Emerging Core Equity Mkt ETF
+$1.7M
2,530,427
+11%
增持
IWP
iShares Russell Midcap Growth
+$1.7M
126,697
+4%
增持
WMT
WALMART INC
+$1.7M
81,862
+15%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.7M
3,109,070
+200%
增持
VTV
VANGUARD INDEX FDS
-$1.6M
339,257
+0%
清仓
MUST
COLUMBIA ETF TR I
-$1.6M
0
-100%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.6M
348,121
+141%
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$1.6M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$1.6M
586,133
-3%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.5M
165,319
+351%
增持
DCOR
DIMENSIONAL ETF TRUST
+$1.5M
41,166
+131%
增持
VEU
Vanguard FTSE All-Wld ex-US ETF
-$1.5M
996,479
+7%
增持
VB
VANGUARD INDEX FDS
+$1.5M
375,457
+0%
增持
SPYG
SPDR S&P 500 Growth ETF
+$1.5M
147,388
+6%
建仓
ANET
ARISTA NETWORKS INC
+$1.5M
13,224
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$1.4M
50,416
+9%
减持
DFSI
DIMENSIONAL ETF TRUST
-$1.4M
63,196
-35%
减持
TILT
FlexShares Morningstar U.S. Market Factors Tilt ETF
-$1.4M
6,592
-50%
增持
IVW
iShares SP 500 Growth Index
+$1.4M
180,516
+2%
减持
—
Accenture PLC Class A
-$1.4M
86,985
-4%
减持
JNK
SPDR Blmbg Barclays High Yield Bd ETF
-$1.3M
50,043
-20%
清仓
—
LAM RESEARCH CORP
-$1.3M
0
-100%
建仓
IBTH
ISHARES TR
+$1.3M
58,189
减持
EFAV
ISHARES TR
-$1.3M
40,809
-25%
建仓
MDYV
SPDR SER TR
+$1.3M
15,810
建仓
LRCX
LAM RESEARCH CORP
+$1.3M
17,345
增持
DFGR
DIMENSIONAL ETF TRUST
-$1.2M
2,404,967
+11%
增持
SCHE
Schwab Emerging Market Equities ETF
-$1.2M
939,135
+4%
增持
DLN
Wisdomtree Large Cap Div
+$1.2M
29,032
+117%
减持
ABBV
ABBVIE INC
-$1.2M
55,215
-1%
减持
SUSL
iShares ESG MSCI USA Leaders ETF
-$1.2M
11,988
-50%
增持
IWM
iShares Russell 2000 Index
+$1.2M
121,787
+5%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$1.2M
35,336
-55%
增持
EFG
ISHARES TR
+$1.2M
16,798
+299%
建仓
EZBC
FRANKLIN TEMPLETON DIGITAL H
+$1.2M
21,254
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$1.1M
22,027
-51%
减持
SDY
SPDR SER TR
-$1.1M
55,635
-7%
减持
DFSU
DIMENSIONAL ETF TRUST
-$1.1M
30,618
-50%
减持
XLE
SELECT SECTOR SPDR TR
-$1.1M
50,405
-18%
建仓
MDYG
SPDR SER TR
+$1.1M
12,421
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$1.1M
3,950,485
+9%
减持
IDXX
IDEXX LABS INC
-$1.1M
3,979
-25%
减持
COST
Costco Wholesale Corp
-$1.0M
16,131
-10%
减持
ESGD
iShares MSCI EAFE ESG ETF
-$1.0M
119,680
-1%
增持
BRK/B
Berkshire Hathaway Cl B
+$1.0M
63,530
+5%
建仓
UYLD
ANGEL OAK FUNDS TRUST
+$1.0M
20,037
建仓
RL
RALPH LAUREN CORP
+$1.0M
4,368
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$997.9K
1,518
-20%
清仓
BIT
BLACKROCK MULTI SECTOR INC T
-$988.0K
0
-100%
减持
DIHP
DIMENSIONAL ETF TRUST
-$978.3K
379,522
-0%
增持
BND
VANGUARD BD INDEX FDS
+$974.9K
727,028
+6%
减持
—
LYONDELLBASELL INDUSTRIES N
-$943.2K
14,465
-31%
增持
KO
COCA COLA CO
-$931.3K
145,370
+5%
减持
CME
CME GROUP INC
-$930.4K
153,337
-7%
减持
EEM
iShares MSCI Emerging Markets
-$929.8K
78,345
-15%
减持
BSV
VANGUARD BD INDEX FDS
-$911.6K
113,603
-8%
增持
CHH
CHOICE HOTELS INTL INC
+$911.5K
77,434
+0%
清仓
KOMP
SPDR SER TR
-$909.8K
0
-100%
减持
AAL
AMERICAN AIRLS GROUP INC
+$907.2K
147,547
-0%
增持
SPYV
SPDR SER TR
+$905.7K
47,282
+65%
减持
F
FORD MTR CO
-$904.1K
128,195
-38%
减持
NEE
NEXTERA ENERGY INC
-$881.1K
40,360
-10%
建仓
DFAR
DIMENSIONAL ETF TRUST
+$858.9K
36,908
减持
APO
APOLLO GLOBAL MGMT INC
+$853.0K
22,801
-2%
建仓
DFSD
DIMENSIONAL ETF TRUST
+$836.0K
17,832
减持
IYH
ISHARES TR
-$835.3K
8,307
-59%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$827.2K
8,007
-1%
增持
IGF
ISHARES TR
-$815.0K
438,690
+1%
增持
IJJ
iShares S&P Midcap 400/BARRA Value
+$810.7K
118,795
+5%
清仓
IQI
INVESCO QUALITY MUN INCOME T
-$804.5K
0
-100%
减持
GWX
SPDR S&P Intl Small Cap ETF
-$800.9K
21,574
-50%
减持
BAC
BANK AMERICA CORP
-$799.5K
132,249
-21%
减持
NVO
NOVO-NORDISK A S
-$784.3K
12,875
-19%
