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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 3
增持 122
减持 20
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$1.41B
5,183,932
+103%
增持
VEA
Vanguard MSCI EAFE ETF
+$633.5M
22,514,780
+111%
增持
VOO
Vanguard S&P 500 ETF
+$577.3M
2,351,556
+101%
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
IJH
ISHARES TR
+$429.3M
15,480,038
+103%
增持
SCHD
SCHWAB STRATEGIC TR
+$412.6M
29,554,836
+95%
增持
VXUS
VANGUARD STAR FDS
+$354.3M
10,255,788
+114%
增持
VTI
VANGUARD INDEX FDS
+$290.8M
2,266,924
+98%
增持
SCHF
Schwab International Equity ETF
+$216.0M
20,460,262
+101%
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$203.3M
8,336,104
+111%
增持
IJR
ISHARES TR
+$188.1M
3,883,282
+105%
增持
VTIP
Vanguard Short-Term Infl-Prot Secs ETF
+$172.4M
6,124,360
+123%
增持
VUG
VANGUARD INDEX FDS
+$153.6M
919,556
+101%
增持
VO
VANGUARD INDEX FDS
+$142.2M
1,119,086
+101%
增持
VXF
Vanguard Extended Market ETF
+$124.6M
1,583,032
+103%
增持
VV
Vanguard Large Cap ETF
+$102.4M
869,418
+94%
增持
VB
Vanguard Small Cap ETF
+$75.8M
748,652
+99%
增持
MSFT
MICROSOFT CORP
+$70.4M
447,888
+93%
增持
VEU
Vanguard FTSE All-Wld ex-US ETF
+$67.8M
2,061,456
+107%
增持
SCHX
Schwab US Large-Cap ETF
+$62.3M
6,083,326
+96%
增持
VTV
VANGUARD INDEX FDS
+$54.4M
647,622
+91%
增持
BND
Vanguard Bond Index ETF
+$53.3M
1,436,998
+98%
增持
EFA
iShares MSCI EAFE ETF
+$49.5M
1,123,916
+101%
增持
MUB
iShares S&P National AMT-Free Muni
+$46.8M
1,034,280
+77%
增持
VBK
Vanguard Small Cap Growth ETF
+$40.7M
373,028
+96%
增持
VTEB
VANGUARD MUN BD FDS
+$32.6M
1,368,394
+94%
增持
VBR
Vanguard Small Cap Value ETF
+$31.9M
354,264
+106%
增持
IWF
iShares Russell 1000 Growth
+$31.5M
220,238
+84%
增持
IVW
ISHARES TR
+$29.3M
513,282
+184%
增持
SCHE
Schwab Emerging Market Equities ETF
+$27.1M
1,891,296
+101%
增持
AGG
ISHARES TR
+$26.1M
530,678
+95%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$25.6M
731,747
+77%
减持
SPY
SPDR S&P 500 ETF TR
-$25.3M
568,884
-3%
增持
VT
Vanguard Total World Stock ETF
+$25.2M
416,510
+112%
增持
VNQ
VANGUARD INDEX FDS
+$22.9M
518,162
+93%
增持
IWB
iShares Russell 1000 Index
+$22.4M
173,878
+81%
增持
IWD
iShares Russell 1000 Value Index
+$21.3M
218,926
+104%
增持
IWM
iShares Russell 2000 Index
+$20.4M
236,944
+95%
增持
HYD
VANECK ETF TRUST
+$18.8M
467,955
+373%
增持
AAPL
APPLE INC
+$17.9M
601,515
+30%
增持
IWR
iShares Russell Midcap Blend
+$17.5M
394,998
+116%
增持
VYM
Vanguard High Dividend
+$17.2M
273,390
+93%
增持
JNJ
JOHNSON & JOHNSON
+$17.0M
181,356
+100%
增持
IJJ
iShares S&P Midcap 400/BARRA Value
+$16.9M
265,060
+123%
增持
IWP
iShares Russell Midcap Growth
+$16.8M
279,270
+120%
增持
IWV
iShares Russell 3000 Index
+$14.3M
95,534
+99%
增持
VOT
Vanguard Mid Cap Growth
+$13.3M
115,948
+95%
增持
SCHP
Schwab U.S. TIPS
+$12.8M
945,964
+93%
增持
ESGE
ISHARES INC
+$12.2M
467,538
+276%
增持
PG
PROCTER AND GAMBLE CO
+$12.1M
142,474
+97%
增持
CVX
Chevron Texaco Corp
+$12.1M
127,022
+101%
增持
KO
Coca Cola Co
+$11.9M
292,880
+101%
增持
DVY
iShares Dow Jones Select Dividend
+$10.5M
147,744
+107%
增持
MGV
VANGUARD WORLD FD
+$10.3M
153,266
+102%
增持
SCHB
Schwab US Broad Market ETF
+$10.1M
1,003,918
+98%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$10.0M
73,930
+365%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$10.0M
13
增持
QUAL
ISHARES TR
+$9.8M
152,397
+67%
增持
WFC
Wells Fargo & Co
+$8.6M
143,588
+508%
减持
—
AON PLC
+$8.4M
288,132
-3%
增持
IBM
International Business Machines
+$8.3M
57,952
+110%
增持
BSV
Vanguard Short Term Bond Index
+$8.2M
217,412
+91%
增持
HD
Home Depot Inc
+$8.1M
47,400
+100%
增持
DFAI
DIMENSIONAL ETF TRUST
+$7.5M
2,238,479
+5%
增持
WMT
Wal-Mart Stores Inc
+$7.5M
170,016
+108%
增持
SCHA
Schwab US Small Cap ETF
+$7.4M
698,188
+101%
增持
IVE
iShares S&P 500/BARRA Value Index
+$7.4M
74,352
+108%
减持
AMZN
AMAZON COM INC
-$7.3M
177,082
-5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$7.3M
77,000
+96%
增持
LLY
Eli Lilly & Co
+$7.1M
16,698
+92%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.2M
65,729
+3%
减持
BYRN
BYRNA TECHNOLOGIES INC
-$5.9M
453,399
-4%
减持
GOOGL
ALPHABET INC
-$5.7M
84,102
-15%
增持
USFR
WISDOMTREE TR
+$5.7M
1,516,924
+8%
减持
—
ACCENTURE PLC IRELAND
-$5.6M
80,275
-8%
减持
IGV
ISHARES TR
-$5.4M
10,695
-83%
增持
PEP
PepsiCo Inc
+$5.3M
71,898
+101%
增持
MCD
McDonalds Corp
+$5.3M
33,150
+89%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$5.2M
2,067,556
+2%
增持
QQQ
INVESCO QQQ TR
-$5.1M
132,167
+1%
减持
CME
CME GROUP INC
+$5.0M
153,204
-0%
增持
SBUX
STARBUCKS CORP
+$5.0M
90,522
+112%
增持
TSLA
TESLA INC
-$4.7M
35,090
+2%
增持
GOOG
ALPHABET INC
-$4.7M
184,649
+5%
减持
SPYM
SPDR SER TR
-$4.4M
838,210
-3%
增持
SCHM
Schwab US Mid Cap Etf
+$4.1M
329,642
+99%
增持
IEMG
ISHARES INC
+$3.9M
1,654,265
+1%
增持
SCHW
SCHWAB CHARLES CORP
+$3.6M
88,702
+96%
增持
UNP
UNION PAC CORP
+$3.5M
28,392
+102%
增持
DSI
Ishares Tr Msci Kld400 Soc
+$3.5M
72,984
+100%
增持
IAU
iShares Gold Trust
+$3.4M
84,530
+159%
增持
DIS
Walt Disney
+$3.2M
61,548
+137%
增持
SUB
iShares Short-Term National Muni Bd ETF
+$3.2M
64,640
+85%
增持
—
ASTRAZENECA PLC
+$3.1M
45,933
+1184%
减持
OKE
ONEOK INC NEW
-$3.1M
21,752
-58%
增持
DFAE
DIMENSIONAL ETF TRUST
+$3.1M
2,597,661
+3%
增持
VOOG
Vanguard S&P 500 Etf
+$3.0M
19,756
+103%
减持
IUSB
ISHARES TR
+$3.0M
4,488,866
-0%
减持
IXUS
ISHARES TR
+$3.0M
854,574
-0%
减持
IEFA
ISHARES TR
+$2.9M
841,072
-3%
增持
TMUS
T-Mobile US Inc
+$2.9M
21,388
+67%
增持
VGK
Vanguard FTSE Europe ETF
+$2.8M
57,630
+205%
增持
DFGR
DIMENSIONAL ETF TRUST
+$2.8M
2,447,374
+2%
增持
GLD
SPDR GOLD TR
+$2.8M
51,913
+4%
增持
FNDX
Schwab Fundamental US Large Company ETF
+$2.8M
223,466
+110%
增持
HYDB
ISHARES TR
+$2.7M
1,243,992
+5%
增持
TFLO
ISHARES TR
+$2.7M
1,266,068
+4%
增持
FISV
Franks International
+$2.7M
24,044
+89%
增持
IYW
iShares Dow Jones
+$2.7M
37,190
+131%
清仓
AAL
AMERICAN AIRLS GROUP INC
-$2.6M
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
+$2.5M
8,830
+104%
增持
PFE
Pfizer Inc
+$2.5M
229,664
+83%
清仓
DAL
DELTA AIR LINES INC DEL
-$2.5M
0
-100%
增持
AUID
AUTHID INC
+$2.5M
542,693
+1717%
增持
IWS
iShares Russell Midcap Value
+$2.4M
35,472
+122%
增持
AVGO
BROADCOM INC
-$2.4M
43,162
+4%
增持
NVDA
NVIDIA CORPORATION
-$2.3M
195,826
+12%
增持
SHY
iShares 1-3 Year Treasury Bond ETF
+$2.2M
37,640
+221%
增持
—
EXXON MOBIL CORP
+$2.1M
143,042
+3%
增持
SCHG
Schwab US Large Cap
+$2.1M
187,632
+102%
减持
ET
ENERGY TRANSFER L P
-$2.1M
24,308
-81%
增持
MGK
Vanguard World Mega Cap Growth ETF
+$2.0M
12,824
+125%
增持
BMY
Bristol-Myers Squibb Co
+$2.0M
59,144
+106%
增持
CMF
iShares Calif Amt Free
+$2.0M
59,238
+151%
减持
HYMB
SPDR SER TR
-$2.0M
371,939
-16%
减持
NFLX
NETFLIX INC
-$2.0M
6,761
-27%
增持
LMT
Lockheed Martin Corp
+$1.9M
7,562
+155%
建仓
UTG
REAVES UTIL INCOME FD
+$1.9M
59,538
增持
IJK
iShares S&P 400 Growth
+$1.9M
48,514
+110%
增持
REGN
REGENERON PHARMACEUTICALS
+$1.9M
9,350
+66%
增持
EFV
iShares MSCI EAFE Value ETF
+$1.9M
56,436
+108%
增持
PVAL
PUTNAM ETF TRUST
+$1.9M
371,755
+13%
增持
PM
PHILIP MORRIS INTL INC
+$1.9M
46,508
+2%
清仓
—
DEUTSCHE BANK A G
-$1.9M
0
-100%
减持
DFAU
DIMENSIONAL ETF TRUST
-$1.9M
790,704
-1%
建仓
GBTG
GLOBAL BUSINESS TRAVEL GROUP
+$1.9M
258,588
增持
SHW
SHERWIN WILLIAMS CO
+$1.9M
10,110
+107%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.8M
52,482
-37%
增持
LOW
Lowes Companies Inc
+$1.8M
16,080
+101%
增持
SMMD
ISHARES TR
-$1.8M
481,972
+3%
增持
EPD
Enterprise Products Partners
+$1.8M
84,382
+139%
清仓
—
H & E EQUIPMENT SERVICES INC
-$1.8M
0
-100%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$1.7M
3,036
+100%
增持
HON
HONEYWELL INTL INC
+$1.7M
15,768
+111%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$1.6M
244,308
-22%
增持
OEF
iShares S&P 100 Index
+$1.6M
12,856
+100%
减持
SPYG
SPDR SER TR
-$1.6M
141,797
-4%
清仓
PAA
PLAINS ALL AMERN PIPELINE L
-$1.5M
0
-100%
增持
TJX
TJX COS INC NEW
+$1.5M
27,322
+82%
增持
INTC
Intel Corp
+$1.5M
117,282
+102%
增持
DFAC
DIMENSIONAL ETF TRUST
-$1.5M
8,319,006
+4%
