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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 3
增持 70
减持 76
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
IVV
iShares Core S&P 500 ETF
+$286.4M
5,257,772
+1%
增持
VEA
Vanguard MSCI EAFE ETF
+$203.4M
25,074,822
+10%
减持
MSFT
MICROSOFT CORP
-$109.4M
215,492
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。
-52%
减持
VOO
Vanguard S&P 500 ETF
+$101.5M
2,309,620
-0%
增持
VXUS
Vanguard Total Intl Stock Idx ETF
+$89.2M
11,032,156
+6%
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$71.2M
8,927,078
+7%
增持
VTI
Vanguard Total Stock Market ETF
+$60.0M
2,009,444
+2%
增持
IJH
iShares Core S&P Mid-Cap ETF
+$54.3M
14,918,070
+1%
增持
VUG
Vanguard Large Growth ETF
+$49.4M
922,884
+3%
增持
CVLC
MORGAN STANLEY ETF TRUST
+$43.5M
716,309
+263%
增持
IJR
iShares Core S&P Small-Cap ETF
+$37.3M
3,714,872
+0%
增持
VTIP
Vanguard Short-Term Infl-Prot Secs ETF
+$35.2M
7,587,484
+9%
增持
VXF
Vanguard Extended Market ETF
+$30.7M
1,646,332
+1%
增持
VT
Vanguard Total World Stock ETF
+$27.1M
367,560
+100%
增持
SCHF
Schwab International Equity ETF
+$26.9M
21,589,034
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$26.1M
441,443
+2%
减持
MUB
iShares S&P National AMT-Free Muni
-$23.2M
972,604
-20%
增持
CVIE
MORGAN STANLEY ETF TRUST
+$23.0M
405,854
+464%
减持
AAPL
APPLE INC
+$20.7M
442,634
-1%
增持
VEU
Vanguard FTSE All-Wld ex-US ETF
+$17.5M
2,204,742
+6%
建仓
RKT
ROCKET COS INC
+$17.0M
877,997
减持
DFAC
DIMENSIONAL ETF TRUST
+$14.3M
7,678,851
-2%
减持
VO
Vanguard Midcap ETF
+$14.0M
1,207,860
-1%
增持
QQQ
INVESCO QQQ TR
+$13.8M
141,025
+10%
减持
—
ACCENTURE PLC IRELAND
-$12.9M
69,550
-31%
增持
SCHP
Schwab U.S. TIPS
+$12.4M
905,792
+101%
减持
GOOG
ALPHABET INC
+$11.9M
182,307
-0%
减持
VB
Vanguard Small Cap ETF
+$11.9M
793,728
-1%
减持
KO
COCA COLA CO
-$11.3M
142,034
-52%
建仓
—
METSERA INC
+$11.2M
213,085
减持
AGG
iShares Barclays Aggregate Bond
-$10.8M
366,262
-24%
减持
VTEB
Vanguard Tax Exempt Bond ETF
-$10.5M
1,438,742
-15%
减持
JNJ
JOHNSON & JOHNSON
-$10.5M
83,643
-51%
增持
SCHA
Schwab US Small Cap ETF
+$10.4M
681,884
+100%
增持
BSV
Vanguard Short Term Bond Index
+$9.3M
239,842
+96%
减持
IEMG
ISHARES INC
+$9.2M
1,704,967
-1%
减持
HD
HOME DEPOT INC
-$9.0M
22,640
-54%
减持
SCHX
Schwab US Large-Cap ETF
+$8.2M
5,730,856
-2%
减持
CHH
CHOICE HOTELS INTL INC
-$8.2M
15,064
-80%
增持
TFLO
ISHARES TR
+$8.0M
1,457,611
+12%
减持
PM
PHILIP MORRIS INTL INC
-$8.0M
59,913
-38%
减持
VV
Vanguard Large Cap ETF
+$7.5M
1,040,972
-5%
增持
DFAE
DIMENSIONAL ETF TRUST
+$7.3M
2,627,858
+1%
减持
LLY
ELI LILLY & CO
-$6.8M
8,024
-52%
增持
GOOGL
ALPHABET INC
+$6.6M
94,820
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$6.0M
135,261
+25%
减持
NVDA
NVIDIA CORPORATION
+$5.8M
231,518
-2%
减持
SCHE
Schwab Emerging Market Equities ETF
+$5.7M
1,895,236
-1%
增持
TSLA
TESLA INC
+$5.7M
41,533
+3%
减持
VBK
Vanguard Small Cap Growth ETF
+$5.5M
357,202
-2%
增持
VBR
Vanguard Small Cap Value ETF
+$5.4M
359,466
+1%
减持
VTV
Vanguard Value ETF
+$5.2M
580,510
-0%
减持
PEP
PEPSICO INC
-$5.1M
37,080
-52%
减持
MGV
VANGUARD WORLD FD
-$5.0M
90,026
-32%
减持
IWM
iShares Russell 2000 Index
+$5.0M
197,930
-1%
减持
IWF
iShares Russell 1000 Growth
+$4.7M
207,896
-5%
增持
SPYM
SPDR SERIES TRUST
+$4.6M
794,573
+0%
增持
IEFA
ISHARES TR
+$4.6M
820,116
+2%
增持
IYW
iShares Dow Jones
+$4.4M
36,664
+129%
增持
IUSB
ISHARES TR
+$4.4M
4,389,443
+1%
减持
SPYG
SPDR SERIES TRUST
-$4.4M
94,153
-37%
增持
TMO
Thermo Electron Corp
+$4.3M
15,680
+95%
减持
SCHD
Schwab US Dividend Equity
+$4.0M
28,281,342
-2%
减持
IWB
iShares Russell 1000 Index
+$4.0M
174,426
-1%
增持
GLD
SPDR GOLD TR
+$4.0M
56,150
+7%
增持
IWD
iShares Russell 1000 Value Index
+$3.9M
160,934
+8%
减持
BYRN
BYRNA TECHNOLOGIES INC
-$3.6M
245,114
-16%
清仓
UTG
REAVES UTIL INCOME FD
-$3.5M
0
-100%
减持
MCD
MCDONALDS CORP
-$3.3M
21,390
-37%
增持
PVAL
PUTNAM ETF TRUST
+$3.3M
328,659
+24%
增持
VYM
Vanguard High Dividend
+$3.3M
279,422
+3%
减持
DFAI
DIMENSIONAL ETF TRUST
+$3.3M
2,165,300
-1%
增持
DFGR
DIMENSIONAL ETF TRUST
+$3.2M
2,538,625
+3%
增持
IWV
iShares Russell 3000 Index
+$3.1M
96,742
+1%
增持
FNDX
Schwab Fundamental US Large Company ETF
+$3.0M
203,304
+113%
减持
USFR
WISDOMTREE TR
-$2.9M
660,003
-8%
减持
IBM
International Business Machines
-$2.9M
63,054
-10%
减持
PFE
PFIZER INC
-$2.8M
112,934
-52%
减持
SMMD
ISHARES TR
+$2.7M
499,962
-1%
减持
TMUS
T-MOBILE US INC
-$2.7M
9,220
-55%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$2.6M
43,739
-44%
增持
VGK
Vanguard FTSE Europe ETF
+$2.6M
310,818
+9%
减持
DIHP
DIMENSIONAL ETF TRUST
-$2.5M
241,080
-28%
增持
RDDT
REDDIT INC
+$2.5M
12,227
+453%
减持
IXUS
ISHARES TR
+$2.5M
820,387
-3%
减持
WMT
Wal-Mart Stores Inc
-$2.4M
153,830
-18%
增持
IWR
iShares Russell Midcap Blend
+$2.3M
390,216
+2%
减持
ABBV
ABBVIE INC
+$2.2M
50,381
-1%
增持
HYDB
ISHARES TR
+$2.2M
1,299,739
+3%
增持
DIS
Walt Disney
+$2.2M
40,018
+107%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$2.2M
2,113,202
+1%
减持
EFA
iShares MSCI EAFE ETF
+$2.2M
1,111,466
-2%
增持
IJJ
iShares S&P Midcap 400/BARRA Value
+$2.2M
265,512
+2%
减持
IVW
iShares SP 500 Growth Index
+$2.1M
278,216
-3%
减持
SHW
SHERWIN WILLIAMS CO
-$2.1M
4,795
-57%
增持
GE
General Electric Co
+$2.1M
45,540
+1%
减持
HON
HONEYWELL INTL INC
-$2.0M
6,881
-53%
增持
IJS
iShares S&P Smallcap 600/BARRA Value Index
+$2.0M
31,720
+105%
增持
SCHB
Schwab US Broad Market ETF
+$1.9M
1,002,272
+0%
减持
DFAU
Dimensional U.S. Core Equity Market ETF
+$1.9M
829,947
-3%
增持
VIG
Vanguard Dividend Appreciation ETF
+$1.9M
80,894
+6%
减持
FISV
Franks International
-$1.8M
18,142
-24%
增持
SHOP
SHOPIFY INC
+$1.8M
17,788
+135%
减持
NOC
NORTHROP GRUMMAN CORP
-$1.8M
4,699
-49%
增持
IWO
ISHARES TR
+$1.7M
48,336
+1%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$1.7M
1,509
-50%
增持
IJT
iShares S&P 600 Growth
+$1.7M
21,898
+106%
减持
DUHP
DIMENSIONAL ETF TRUST
-$1.7M
118,099
-31%
增持
EMR
Emerson Electric Co
+$1.7M
27,352
+88%
增持
ORCL
ORACLE CORP
+$1.6M
21,927
+6%
减持
LRCX
LAM RESEARCH CORP
-$1.6M
13,026
-63%
减持
LMT
LOCKHEED MARTIN CORP
-$1.6M
4,105
-47%
增持
IWN
ISHARES TR
+$1.6M
75,633
+1%
减持
REGN
REGENERON PHARMACEUTICALS
-$1.5M
2,984
-51%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.5M
25,719
-56%
减持
ITOT
iShares Core S&P Total US Stock Market E
+$1.5M
183,190
-2%
减持
XLV
SELECT SECTOR SPDR TR
-$1.5M
17,694
-40%
减持
RL
RALPH LAUREN CORP
-$1.5M
3,141
-65%
减持
CAT
CATERPILLAR INC
-$1.5M
6,019
-46%
增持
MO
ALTRIA GROUP INC
+$1.4M
74,788
+25%
减持
META
META PLATFORMS INC
-$1.4M
25,039
-7%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$1.4M
121,367
+15%
增持
ETHA
ISHARES ETHEREUM TR
+$1.4M
56,158
+201%
减持
SBUX
Starbucks
-$1.4M
86,824
-9%
增持
XLK
SELECT SECTOR SPDR TR
+$1.4M
17,604
+24%
减持
NKE
NIKE INC
-$1.4M
17,415
-52%
减持
V
VISA INC
-$1.3M
23,368
-11%
增持
EAGG
iShares ESG U.S. Aggregate Bond ETF
+$1.3M
639,712
+3%
减持
CME
CME GROUP INC
-$1.3M
225,273
-0%
建仓
JSCP
J P MORGAN EXCHANGE TRADED F
+$1.3M
26,645
减持
ED
CONSOLIDATED EDISON INC
-$1.3M
11,072
-53%
减持
—
ASTRAZENECA PLC
-$1.3M
25,972
-44%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.2M
6,239
+19%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.2M
425,750
+3%
减持
CTAS
CINTAS CORP
-$1.2M
4,135
-55%
减持
SMCI
SUPER MICRO COMPUTER INC
-$1.2M
695
-97%
减持
HYMB
SPDR SERIES TRUST
-$1.2M
356,210
-12%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.2M
184,108
+1%
增持
GDX
VANECK ETF TRUST
+$1.2M
39,751
+11%
增持
BND
Vanguard Bond Index ETF
+$1.2M
1,351,676
+0%
减持
AMZN
AMAZON COM INC
-$1.1M
172,564
-3%
增持
IGM
Ishares North American
+$1.1M
16,758
+95%
增持
IWP
iShares Russell Midcap Growth
+$1.1M
273,026
+0%
增持
HDV
ISHARES TR
+$1.1M
97,295
+5%
减持
O
REALTY INCOME CORP
-$1.0M
18,820
-50%
减持
RSG
REPUBLIC SVCS INC
-$979.7K
629
-86%
减持
CMCSA
COMCAST CORP NEW
-$952.9K
38,589
-36%
增持
HSY
Hershey Foods Corp
+$949.0K
8,786
+110%
减持
PG
Procter & Gamble Co
-$930.9K
141,688
-1%
增持
NFLX
NETFLIX INC
-$917.3K
6,934
+1%
