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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 2
增持 62
减持 84
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$1.69B
2,663,792
-49%
减持
VOO
VANGUARD INDEX FDS
-$688.9M
1,156,962
-50%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$654.0M
13,581,933
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。
-46%
减持
IJH
ISHARES TR
-$469.1M
7,642,952
-49%
减持
SCHD
SCHWAB STRATEGIC TR
-$400.8M
13,535,721
-52%
减持
VXUS
VANGUARD STAR FDS
-$366.6M
5,883,288
-47%
减持
VTI
VANGUARD INDEX FDS
-$328.3M
987,621
-51%
减持
SCHF
SCHWAB STRATEGIC TR
-$240.6M
10,898,799
-50%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$230.4M
4,710,913
-47%
减持
IJR
ISHARES TR
-$212.9M
1,901,977
-49%
减持
VO
VANGUARD INDEX FDS
-$180.1M
602,087
-50%
减持
VTIP
VANGUARD MALVERN FDS
-$176.8M
4,191,463
-45%
减持
VXF
VANGUARD INDEX FDS
-$170.0M
835,091
-49%
减持
VUG
VANGUARD INDEX FDS
-$149.9M
599,927
-35%
减持
VV
VANGUARD INDEX FDS
-$148.8M
545,331
-48%
减持
VB
VANGUARD INDEX FDS
-$99.0M
398,598
-50%
减持
SCHX
SCHWAB STRATEGIC TR
-$75.2M
2,816,409
-51%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$67.6M
1,219,478
-45%
增持
GOOG
ALPHABET INC
+$66.2M
352,299
+93%
增持
PCLG
FUNDVANTAGE TR
+$53.9M
2,200,171
+10338%
减持
VTV
VANGUARD INDEX FDS
-$53.1M
288,995
-50%
减持
EFA
ISHARES TR
-$51.2M
547,576
-51%
减持
IWF
ISHARES TR
-$48.5M
103,351
-50%
增持
AAPL
APPLE INC
+$47.8M
590,564
+33%
减持
BND
VANGUARD BD INDEX FDS
-$46.6M
727,515
-46%
减持
VBK
VANGUARD INDEX FDS
-$44.8M
203,486
-43%
减持
MUB
ISHARES TR
-$38.3M
609,110
-37%
减持
VTEB
VANGUARD MUN BD FDS
-$37.5M
687,459
-52%
减持
VBR
VANGUARD INDEX FDS
-$33.1M
197,999
-45%
增持
NVDA
NVIDIA CORPORATION
+$30.5M
395,415
+71%
减持
SCHE
SCHWAB STRATEGIC TR
-$30.2M
1,008,030
-47%
减持
IWB
ISHARES TR
-$30.0M
90,318
-48%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$28.3M
158,235
-57%
增持
GOOGL
ALPHABET INC
+$27.5M
161,575
+70%
增持
USFR
WISDOMTREE TR
+$25.9M
1,173,736
+78%
增持
MSFT
MICROSOFT CORP
+$25.4M
283,281
+31%
减持
IWM
ISHARES TR
-$23.9M
97,401
-51%
增持
PVAL
PUTNAM ETF TRUST
+$23.8M
830,187
+153%
减持
VNQ
VANGUARD INDEX FDS
-$22.6M
238,520
-50%
增持
GOVT
ISHARES TR
+$22.5M
1,247,409
+367%
增持
AMZN
AMAZON COM INC
+$20.8M
254,380
+47%
减持
VYM
VANGUARD WHITEHALL FDS
-$20.4M
132,086
-53%
减持
IVW
ISHARES TR
-$20.4M
107,166
-61%
减持
AGG
ISHARES TR
-$20.3M
164,341
-55%
减持
IWP
ISHARES TR
-$19.5M
141,603
-48%
减持
IWR
ISHARES TR
-$18.1M
203,089
-48%
减持
IWV
ISHARES TR
-$17.8M
48,874
-49%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$16.7M
97,411
-69%
减持
IJJ
ISHARES TR
-$16.0M
140,040
-47%
减持
IWD
ISHARES TR
-$15.7M
80,943
-50%
减持
VOT
VANGUARD INDEX FDS
-$15.2M
52,480
-48%
增持
—
AON PLC
+$14.2M
273,596
+19%
增持
META
META PLATFORMS INC
+$13.4M
48,230
+93%
增持
TFLO
ISHARES TR
+$13.3M
1,724,436
+18%
减持
SCHB
SCHWAB STRATEGIC TR
-$12.6M
500,567
-50%
减持
ITOT
ISHARES TR
-$12.5M
95,313
-48%
减持
SCHP
SCHWAB STRATEGIC TR
-$12.1M
466,159
-49%
清仓
—
METSERA INC
-$11.2M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$10.7M
446,916
+1%
减持
PG
PROCTER AND GAMBLE CO
-$10.6M
78,163
-45%
增持
IUSB
ISHARES TR
+$9.9M
4,617,814
+5%
减持
SCHA
SCHWAB STRATEGIC TR
-$9.5M
336,115
-51%
减持
BSV
VANGUARD BD INDEX FDS
-$9.4M
121,222
-49%
增持
CRM
SALESFORCE INC
+$9.0M
40,984
+413%
增持
PGR
PROGRESSIVE CORP
+$8.8M
44,787
+703%
增持
AVGO
BROADCOM INC
+$8.1M
62,372
+52%
增持
TSLA
TESLA INC
+$7.9M
58,711
+41%
减持
CVX
CHEVRON CORP NEW
-$7.9M
65,567
-43%
增持
LLY
ELI LILLY & CO
+$7.6M
12,811
+60%
增持
JPM
JPMORGAN CHASE & CO.
+$7.5M
95,917
+29%
减持
MGV
VANGUARD WORLD FD
-$7.4M
35,134
-61%
增持
—
ACCENTURE PLC IRELAND
+$7.1M
90,396
+30%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$6.4M
374,208
+11913%
减持
IVE
ISHARES TR
-$6.3M
31,474
-50%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$6.1M
39,384
-38%
增持
HYDB
ISHARES TR
+$5.4M
1,426,989
+10%
增持
CVLC
MORGAN STANLEY ETF TRUST
+$5.4M
759,904
+6%
建仓
UTG
REAVES UTIL INCOME FD
+$5.3M
144,310
减持
SCHM
SCHWAB STRATEGIC TR
-$5.2M
171,454
-51%
增持
VOE
VANGUARD INDEX FDS
+$5.1M
87,303
+47%
减持
SUB
ISHARES TR
-$5.1M
48,230
-50%
减持
GE
GE AEROSPACE
-$4.9M
28,596
-37%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$4.8M
57,747
-29%
增持
V
VISA INC
+$4.7M
36,157
+55%
减持
DSI
ISHARES TR
-$4.2M
28,309
-54%
增持
CVIE
MORGAN STANLEY ETF TRUST
+$4.1M
446,141
+10%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$4.1M
6,119
-61%
增持
JNJ
JOHNSON & JOHNSON
+$4.0M
94,452
+13%
减持
IYW
ISHARES TR
-$4.0M
15,788
-57%
清仓
—
ISHARES TR
-$3.9M
0
-100%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$3.9M
58,912
增持
—
EXXON MOBIL CORP
+$3.8M
157,874
+17%
增持
SHV
ISHARES TR
+$3.7M
37,277
+1046%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$3.5M
8,226
-50%
增持
KO
COCA COLA CO
+$3.5M
184,639
+30%
增持
HQY
HEALTHEQUITY INC
+$3.5M
38,339
+10318%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.5M
70,292
+11%
减持
WMT
WALMART INC
-$3.4M
111,884
-27%
减持
PMBS
PIMCO ETF TR
-$3.3M
64,993
-50%
增持
CSCO
CISCO SYS INC
+$3.1M
90,316
+62%
增持
DFGR
DIMENSIONAL ETF TRUST
+$3.1M
2,742,694
+8%
减持
EEM
ISHARES TR
-$3.1M
51,541
-54%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$3.1M
465,783
+9%
减持
DVY
ISHARES TR
-$3.1M
19,706
-52%
增持
MU
MICRON TECHNOLOGY INC
+$3.0M
15,493
+89%
增持
MA
MASTERCARD INCORPORATED
+$3.0M
19,404
+37%
减持
SBUX
STARBUCKS CORP
-$3.0M
52,117
-40%
增持
SCHI
SCHWAB STRATEGIC TR
+$2.9M
136,252
+1257%
增持
HD
HOME DEPOT INC
+$2.9M
35,061
+55%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.8M
8,883
+42%
减持
FNDX
SCHWAB STRATEGIC TR
-$2.6M
99,819
-51%
增持
BAC
BANK AMERICA CORP
+$2.6M
136,730
+43%
减持
IWS
ISHARES TR
-$2.6M
19,141
-49%
减持
QQQ
INVESCO QQQ TR
-$2.6M
133,657
-5%
增持
COST
COSTCO WHSL CORP NEW
+$2.4M
20,435
+24%
减持
IAU
ISHARES GOLD TR
-$2.4M
33,167
-52%
减持
SCHW
SCHWAB CHARLES CORP
-$2.3M
52,336
-34%
增持
ORCL
ORACLE CORP
+$2.3M
43,427
+98%
减持
RDDT
REDDIT INC
-$2.3M
2,362
-81%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.3M
21,151
+50%
增持
MRK
MERCK & CO INC
+$2.2M
59,303
+23%
减持
GSLC
GOLDMAN SACHS ETF TR
-$2.2M
47,918
-27%
减持
IJK
ISHARES TR
-$2.1M
23,131
-49%
增持
HON
HONEYWELL INTL INC
+$2.1M
18,292
+166%
增持
GLDM
WORLD GOLD TR
+$1.9M
31,829
+208%
增持
RTX
RTX CORPORATION
+$1.9M
25,306
+52%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.8M
136,562
-31%
减持
EFV
ISHARES TR
-$1.8M
29,420
-49%
增持
AMAT
APPLIED MATLS INC
+$1.8M
13,035
+71%
增持
BA
BOEING CO
+$1.8M
22,717
+56%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.7M
11,822
-21%
增持
CAT
CATERPILLAR INC
+$1.7M
8,057
+34%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.7M
17,398
+50%
减持
EMR
EMERSON ELEC CO
-$1.7M
14,059
-49%
增持
AMGN
AMGEN INC
+$1.7M
11,757
+55%
增持
ABBV
ABBVIE INC
+$1.7M
58,434
+16%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$1.7M
125,102
+3%
减持
IJS
ISHARES TR
-$1.7M
16,148
-49%
减持
MKC/V
MCCORMICK & CO INC
-$1.7M
6,280
-80%
减持
UNP
UNION PAC CORP
-$1.7M
15,385
-30%
减持
DFAC
DIMENSIONAL ETF TRUST
+$1.7M
7,522,835
-2%
增持
ADBE
ADOBE INC
+$1.6M
8,255
+133%
减持
FISV
FISERV INC
-$1.6M
10,400
-43%
增持
INTU
INTUIT
+$1.6M
4,519
+126%
减持
RKT
ROCKET COS INC
-$1.6M
795,397
-9%
增持
AXP
AMERICAN EXPRESS CO
+$1.6M
14,285
+29%
增持
FSTR
FOSTER L B CO
+$1.6M
68,923
+594%
减持
SHY
ISHARES TR
-$1.6M
18,392
-51%
增持
IGF
ISHARES TR
+$1.6M
453,248
+6%
减持
IEMG
ISHARES INC
+$1.6M
1,695,058
-1%
