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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 4
增持 64
减持 81
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$319.8M
5,206,372
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$154.7M
22,786,946
+1%
减持
VOO
Vanguard S&P 500 ETF
+$104.5M
2,311,300
-2%
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
VV
Vanguard Large Cap ETF
+$89.5M
1,096,878
+26%
增持
VXUS
VANGUARD STAR FDS
+$84.3M
10,438,638
+2%
增持
SCHF
Schwab International Equity ETF
+$71.0M
21,525,356
+5%
减持
SCHD
SCHWAB STRATEGIC TR
-$58.3M
28,982,800
-2%
减持
MSFT
MICROSOFT CORP
+$52.9M
444,374
-1%
减持
VUG
VANGUARD INDEX FDS
+$52.2M
896,976
-2%
增持
VO
VANGUARD INDEX FDS
+$51.4M
1,217,920
+9%
减持
SPY
SPDR S&P 500 ETF TR
-$50.3M
433,684
-24%
增持
VTIP
VANGUARD MALVERN FDS
+$43.4M
6,941,794
+13%
减持
AAPL
APPLE INC
-$41.6M
448,471
-25%
增持
VXF
Vanguard Extended Market ETF
+$41.2M
1,628,860
+3%
减持
USFR
WISDOMTREE TR
-$40.3M
717,475
-53%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$35.2M
8,339,284
+0%
减持
—
AON PLC
-$31.8M
233,162
-19%
减持
VCSH
Vanguard Short-Term Corporate Bond ETF
-$25.0M
412,619
-44%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$24.7M
183,440
-56%
增持
VB
Vanguard Small Cap ETF
+$23.9M
801,260
+7%
减持
VTI
VANGUARD INDEX FDS
-$23.6M
1,972,304
-13%
增持
CME
CME GROUP INC
+$21.5M
225,448
+47%
减持
HYD
Market Vectors High Yield Muni ETF
-$20.1M
76,258
-84%
增持
VGK
Vanguard FTSE Europe ETF
+$18.1M
286,190
+397%
增持
MUB
iShares S&P National AMT-Free Muni
+$17.7M
1,213,590
+17%
减持
IVW
ISHARES TR
-$16.2M
285,670
-44%
增持
NVDA
NVIDIA CORPORATION
+$16.2M
236,689
+21%
减持
IJH
ISHARES TR
+$16.0M
14,821,322
-4%
建仓
CVLC
Calvert US Large-Cp Cor Rspnb ETF
+$15.1M
197,213
增持
VEU
Vanguard FTSE All-Wld ex-US ETF
+$14.8M
2,079,868
+1%
增持
VTEB
VANGUARD MUN BD FDS
+$14.7M
1,683,670
+23%
减持
DVY
iShares Dow Jones Select Dividend
-$14.6M
39,140
-74%
增持
IEMG
iShares Core MSCI Emerging Markets ETF
+$13.9M
1,718,854
+4%
减持
SCHP
SCHWAB STRATEGIC TR
-$13.4M
449,628
-52%
减持
IWF
iShares Russell 1000 Growth
+$13.2M
218,300
-1%
减持
IWD
iShares Russell 1000 Value Index
-$12.3M
148,808
-32%
增持
ITOT
iShares Core S&P Total US Stock Market E
+$11.7M
186,316
+68%
减持
ESGE
iShares MSCI Emerging Markets ESG ETF
-$11.6M
122,150
-74%
增持
PM
PHILIP MORRIS INTL INC
+$10.3M
97,180
+109%
减持
QUAL
ISHARES TR
-$10.0M
87,780
-42%
增持
EFA
iShares MSCI EAFE ETF
+$9.8M
1,136,864
+1%
减持
QQQ
INVESCO QQQ TR
+$8.9M
128,496
-3%
减持
VTV
VANGUARD INDEX FDS
-$8.8M
583,066
-10%
减持
SCHX
Schwab US Large-Cap ETF
+$8.5M
5,842,324
-4%
增持
DFAE
DIMENSIONAL ETF TRUST
+$8.3M
2,610,903
+1%
减持
SCHA
SCHWAB STRATEGIC TR
-$7.7M
340,847
-51%
减持
DFAC
DIMENSIONAL ETF TRUST
+$7.5M
7,865,701
-5%
减持
BSV
VANGUARD BD INDEX FDS
-$7.4M
122,642
-44%
减持
ACWI
ISHARES TR
-$7.3M
2,257
-97%
增持
GE
General Electric Co
+$7.2M
45,072
+104%
减持
VBK
Vanguard Small Cap Growth ETF
+$6.9M
364,162
-2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$6.8M
108,054
+46%
增持
IWB
ISHARES TR
+$6.4M
175,920
+1%
增持
IBM
International Business Machines
+$6.2M
70,066
+21%
减持
BND
Vanguard Bond Index ETF
-$6.2M
1,349,390
-6%
减持
IUSB
iShares Total US Bond ETF
-$6.2M
4,340,479
-3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$6.2M
77,813
+48%
增持
META
META PLATFORMS INC
+$5.9M
26,841
+11%
增持
DFAU
DIMENSIONAL ETF TRUST
+$5.7M
851,789
+8%
减持
IXUS
iShares Core MSCI Total Int'l Stock Index
+$5.6M
844,409
-1%
减持
DFAI
DIMENSIONAL ETF TRUST
+$5.5M
2,182,737
-2%
增持
AVGO
BROADCOM INC
+$5.4M
45,807
+6%
增持
SCHE
Schwab Emerging Market Equities ETF
+$5.4M
1,908,570
+1%
增持
AMZN
AMAZON COM INC
+$5.3M
177,948
+0%
减持
AGG
ISHARES TR
-$5.0M
478,908
-10%
增持
—
ACCENTURE PLC IRELAND
+$5.0M
100,473
+25%
减持
IWP
iShares Russell Midcap Growth
+$5.0M
272,482
-2%
建仓
CVIE
MORGAN STANLEY ETF TRUST
+$4.7M
71,957
减持
WFC
Wells Fargo & Co
-$4.3M
74,492
-48%
减持
IWM
iShares Russell 2000 Index
-$4.3M
198,970
-16%
减持
JNJ
JOHNSON & JOHNSON
-$4.1M
170,094
-6%
增持
JPM
JPMORGAN CHASE & CO.
+$4.0M
79,379
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.0M
63,760
-3%
减持
CVX
Chevron Texaco Corp
-$4.0M
120,310
-5%
增持
SMMD
iShares Russell 2500 ETF
+$4.0M
503,388
+4%
增持
TSLA
TESLA INC
+$3.7M
40,256
+15%
减持
DIS
DISNEY WALT CO
-$3.7M
19,334
-69%
增持
VBR
Vanguard Small Cap Value ETF
+$3.6M
357,106
+1%
减持
GOOG
ALPHABET INC
+$3.6M
182,947
-1%
增持
SUB
iShares Short-Term National Muni Bd ETF
+$3.6M
97,860
+51%
增持
GOOGL
ALPHABET INC
+$3.5M
93,448
+11%
减持
PVAL
PUTNAM ETF TRUST
-$3.5M
266,003
-28%
减持
IEFA
ISHARES TR
+$3.4M
803,032
-5%
增持
WMT
Wal-Mart Stores Inc
+$3.3M
186,880
+10%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.3M
13,093
-7%
减持
IWV
iShares Russell 3000 Index
+$3.2M
95,528
-0%
减持
FNDX
SCHWAB STRATEGIC TR
-$2.9M
95,502
-57%
增持
NFLX
NETFLIX INC
+$2.9M
6,893
+2%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$2.9M
4,374
-93%
减持
VNQ
VANGUARD INDEX FDS
-$2.9M
494,688
-5%
增持
SPYG
SPDR SERIES TRUST
+$2.8M
149,058
+5%
减持
BBEU
J P MORGAN EXCHANGE TRADED F
-$2.8M
5,123
-90%
减持
REGN
REGENERON PHARMACEUTICALS
-$2.7M
6,137
-34%
增持
CAT
Caterpillar Inc
+$2.7M
11,246
+116%
增持
SYK
Stryker Corp
+$2.6M
11,958
+113%
增持
DCOR
DIMENSIONAL ETF TRUST
+$2.5M
83,352
+67%
减持
SPYM
SPDR SERIES TRUST
+$2.5M
792,637
-5%
减持
IYW
ISHARES TR
-$2.5M
16,000
-57%
减持
MGV
VANGUARD WORLD FD
-$2.3M
132,914
-13%
减持
SCHB
Schwab US Broad Market ETF
+$2.2M
1,000,692
-0%
减持
F
FORD MTR CO
-$2.1M
51,037
-81%
减持
—
EXXON MOBIL CORP
-$2.0M
139,153
-3%
减持
IGF
ISHARES TR
+$2.0M
439,424
-0%
建仓
ISHG
ISHARES TR
+$1.9M
25,420
减持
CAVA
CAVA GROUP INC
-$1.9M
32,873
-40%
减持
IVE
iShares S&P 500/BARRA Value Index
-$1.9M
62,742
-16%
减持
IJR
ISHARES TR
-$1.9M
3,698,136
-5%
减持
EIPI
First Trust Energy Income Ptnrs Enh Inc ETF
-$1.9M
835,348
-8%
增持
DFGR
Dimensional Global Real Estate ETF
+$1.8M
2,463,983
+1%
减持
GOVT
ISHARES TR
-$1.8M
281,657
-22%
减持
ABBV
ABBVIE INC
-$1.8M
50,854
-5%
减持
IWR
iShares Russell Midcap Blend
+$1.8M
384,394
-3%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.6M
12
-8%
增持
UTG
REAVES UTIL INCOME FD
+$1.6M
97,683
+64%
减持
ORCL
ORACLE CORP
+$1.6M
20,701
-2%
增持
PG
PROCTER AND GAMBLE CO
-$1.6M
142,490
+0%
增持
TFLO
iShares Treasury Floating Rate Bond ETF
+$1.6M
1,297,463
+2%
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$1.5M
193,045
减持
CEG
CONSTELLATION ENERGY CORP
+$1.5M
13,019
-1%
减持
TFI
SPDR SERIES TRUST
-$1.5M
136,004
-19%
减持
PSX
PHILLIPS 66
-$1.5M
8,400
-59%
清仓
—
DISCOVER FINL SVCS
-$1.5M
0
-100%
减持
IBIT
ISHARES BITCOIN TRUST ETF
+$1.5M
105,759
-0%
减持
UNP
UNION PAC CORP
-$1.5M
22,724
-20%
减持
BYRN
BYRNA TECHNOLOGIES INC
+$1.4M
293,243
-35%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.4M
32,201
+343%
减持
HSY
HERSHEY CO
-$1.4M
4,184
-66%
增持
HYDB
ISHARES TR
+$1.4M
1,263,546
+2%
减持
NYF
ISHARES TR
-$1.4M
19,686
-57%
减持
INTC
INTEL CORP
-$1.4M
56,567
-52%
增持
IQDF
FLEXSHARES TR
+$1.4M
362,871
+7%
增持
COF
CAPITAL ONE FINL CORP
+$1.4M
12,235
+76%
增持
AMLP
ALPS ETF TR
+$1.3M
80,352
+61%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.3M
181,452
+1%
增持
—
EATON CORP PLC
+$1.3M
9,119
+24%
增持
EMLP
First Trust North American Energy Infrastructure ETF
+$1.2M
2,099,516
+2%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.2M
64,938
+80%
减持
GEV
GE VERNOVA INC
+$1.2M
5,299
-0%
减持
FISV
Franks International
-$1.2M
24,002
-0%
减持
IYR
iShares Dow Jones US Real Estate
-$1.2M
10,170
-54%
减持
IWO
ISHARES TR
+$1.2M
48,040
-2%
增持
SCHM
Schwab US Mid Cap Etf
+$1.1M
348,034
+6%
增持
SOXX
ISHARES TR
+$1.1M
10,901
+37%
减持
SCHW
SCHWAB CHARLES CORP
+$1.1M
87,936
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.1M
5,258
+8%
增持
GLD
SPDR GOLD TR
+$1.1M
52,517
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$1.0M
14,151
+15%
减持
UBER
UBER TECHNOLOGIES INC
-$1.0M
12,373
-59%
增持
EEM
iShares MSCI Emerging Markets
+$1.0M
109,466
+12%
增持
COST
COSTCO WHSL CORP NEW
+$993.0K
15,799
+2%
