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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 5
增持 58
减持 84
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
—
AON PLC
+$221.1M
984,075
+260%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$84.7M
14,562,701
+7%
增持
IVV
ISHARES TR
-$80.5M
2,669,963
+0%
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 INDEX FDS
+$69.7M
807,783
+48%
减持
VOO
VANGUARD INDEX FDS
-$50.3M
1,130,127
-2%
减持
MSFT
MICROSOFT CORP
-$49.0M
237,664
-16%
增持
VXUS
VANGUARD STAR FDS
+$44.7M
6,334,962
+8%
增持
SCHF
SCHWAB STRATEGIC TR
+$40.2M
12,209,080
+12%
减持
SCHD
SCHWAB STRATEGIC TR
+$37.1M
13,311,446
-2%
减持
GOOG
ALPHABET INC
-$34.5M
264,982
-25%
增持
CME
CME GROUP INC
+$31.5M
316,090
+39%
增持
CAVA
CAVA GROUP INC
+$30.9M
403,477
+1269%
减持
AAPL
APPLE INC
-$30.4M
512,807
-13%
减持
PCLG
FUNDVANTAGE TR
-$23.1M
1,533,930
-30%
减持
VTI
VANGUARD INDEX FDS
-$22.2M
963,010
-2%
建仓
BZH
BEAZER HOMES USA INC
+$21.5M
1,117,138
增持
IBTG
ISHARES TR
+$19.9M
1,024,244
+556%
减持
NVDA
NVIDIA CORPORATION
-$18.4M
317,353
-20%
减持
USFR
WISDOMTREE TR
-$18.3M
809,798
-31%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$17.9M
441,132
-1%
增持
IJH
ISHARES TR
+$16.2M
7,709,430
+1%
减持
META
META PLATFORMS INC
-$15.3M
28,928
-40%
增持
VTIP
VANGUARD MALVERN FDS
+$15.3M
4,455,868
+6%
增持
—
ACCENTURE PLC IRELAND
+$13.6M
190,669
+111%
减持
AMZN
AMAZON COM INC
-$13.0M
219,404
-14%
增持
IJR
ISHARES TR
+$12.7M
1,941,060
+2%
减持
JPM
JPMORGAN CHASE & CO
-$12.2M
63,509
-34%
减持
GOOGL
ALPHABET INC
-$11.8M
134,944
-16%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$11.4M
4,897,422
+4%
减持
MUB
ISHARES TR
-$10.8M
512,469
-16%
建仓
HTAB
HARTFORD FDS EXCHANGE TRADED
+$10.3M
540,656
减持
QQQ
INVESCO QQQ TR
-$9.6M
125,640
-6%
减持
IWF
ISHARES TR
-$8.7M
94,256
-9%
增持
SCHE
SCHWAB STRATEGIC TR
+$8.4M
1,256,495
+25%
增持
TSLA
TESLA INC
+$8.2M
92,985
+58%
减持
AVGO
BROADCOM INC
-$7.7M
44,747
-28%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$7.5M
2,048,764
-5%
增持
PVAL
PUTNAM ETF TRUST
+$7.4M
975,073
+17%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$7.2M
24,959
+1719%
增持
MKC/V
MCCORMICK & CO INC
+$6.6M
139,975
+2129%
增持
CBNK
CAPITAL BANCORP INC MD
+$6.6M
295,417
+275%
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$6.5M
0
-100%
减持
DFAC
DIMENSIONAL ETF TRUST
-$6.2M
7,504,975
-0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$5.5M
1,267,763
+4%
减持
VXF
VANGUARD INDEX FDS
-$5.1M
823,550
-1%
增持
IXUS
ISHARES TR
+$5.1M
835,385
+5%
减持
ORCL
ORACLE CORP
-$5.0M
23,600
-46%
增持
ISTB
ISHARES TR
+$4.7M
123,547
+358%
增持
GBDC
GOLUB CAP BDC INC
+$4.5M
375,135
+1897%
减持
V
VISA INC
-$4.4M
27,319
-24%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$4.4M
151,700
+1062%
增持
LOW
LOWES COS INC
+$4.2M
29,354
+163%
增持
REGN
REGENERON PHARMACEUTICALS
+$4.2M
8,706
+168%
减持
IWB
ISHARES TR
-$4.2M
82,761
-8%
减持
CRM
SALESFORCE INC
-$4.2M
35,801
-13%
减持
GS
GOLDMAN SACHS GROUP INC
-$4.1M
4,328
-51%
减持
RKT
ROCKET COS INC
-$4.1M
792,321
-0%
减持
SPYM
SPDR SERIES TRUST
-$4.0M
751,451
-2%
增持
UBSI
UNITED BANKSHARES INC WEST V
+$4.0M
104,053
+1046%
增持
VOE
VANGUARD INDEX FDS
+$3.9M
105,266
+21%
减持
—
EXXON MOBIL CORP
+$3.8M
134,584
-15%
减持
IEMG
ISHARES INC
+$3.8M
1,687,480
-0%
增持
TFLO
ISHARES TR
+$3.8M
1,792,834
+4%
减持
BAC
BANK AMERICA CORP
-$3.6M
80,014
-41%
减持
IWV
ISHARES TR
-$3.6M
41,387
-15%
减持
COST
COSTCO WHOLESALE CORPORATION
-$3.5M
14,161
-31%
增持
IUSB
ISHARES TR
+$3.4M
4,727,243
+2%
增持
SCHX
SCHWAB STRATEGIC TR
-$3.4M
2,822,930
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.3M
66,767
-5%
增持
VZ
VERIZON COMMUNICATIONS INC
+$3.3M
189,070
+25%
减持
MA
MASTERCARD INCORPORATED
-$3.3M
15,617
-20%
增持
SMMD
ISHARES TR
+$3.2M
540,334
+6%
增持
VUG
VANGUARD INDEX FDS
+$3.2M
677,349
+13%
减持
HD
HOME DEPOT INC
-$3.1M
27,176
-22%
增持
BYRN
BYRNA TECHNOLOGIES INC
+$3.1M
782,749
+219%
减持
GE
GE AEROSPACE
-$3.0M
20,515
-28%
减持
NFLX
NETFLIX INC.
-$2.9M
61,468
-35%
减持
GLD
SPDR GOLD TR
-$2.9M
43,115
-20%
增持
GLDM
WORLD GOLD TR
+$2.9M
60,572
+90%
增持
VO
VANGUARD INDEX FDS
+$2.9M
618,508
+3%
增持
HYDB
ISHARES TR
+$2.9M
1,514,236
+6%
增持
VBR
VANGUARD INDEX FDS
+$2.7M
205,310
+4%
减持
IGF
ISHARES TR
+$2.5M
452,142
-0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$2.5M
46,866
-11%
增持
CVLC
MORGAN STANLEY ETF TRUST
-$2.4M
769,423
+1%
减持
CEG
CONSTELLATION ENERGY CORP
-$2.4M
12,908
-24%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.4M
12,511
-28%
增持
VB
VANGUARD INDEX FDS
+$2.4M
401,536
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.3M
67,631
+155%
增持
VTV
VANGUARD INDEX FDS
+$2.3M
292,875
+1%
减持
INTU
INTUIT
-$2.2M
1,746
-61%
减持
CVX
CHEVRON CORPORATION
+$2.2M
59,070
-10%
建仓
PIPR
PIPER SANDLER COMPANIES
+$2.1M
26,936
减持
COF
CAPITAL ONE FINL CORP
-$2.0M
12,917
-29%
减持
ABT
ABBOTT LABORATORIES
-$2.0M
38,668
-18%
增持
AUB
ATLANTIC UN BANKSHARES CORP
+$2.0M
60,575
+933%
减持
ABBV
ABBVIE INC
-$1.9M
52,546
-10%
减持
PMBS
PIMCO ETF TR
-$1.9M
27,151
-58%
减持
DFAU
DIMENSIONAL ETF TRUST
-$1.9M
814,303
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.9M
40,416
+3%
减持
TJX
TJX COS INC NEW
-$1.9M
12,501
-50%
减持
WFC
WELLS FARGO & CO
-$1.8M
39,396
-26%
减持
ADBE
ADOBE INC
-$1.8M
4,536
-45%
减持
PGR
PROGRESSIVE CORP
-$1.8M
42,601
-5%
减持
NOW
SERVICENOW INC
-$1.7M
7,285
-55%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.7M
142,778
+6%
增持
HDV
ISHARES TR
+$1.7M
100,702
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$1.7M
7,578
+27%
减持
IWP
ISHARES TR
-$1.7M
138,416
-2%
减持
GDX
VANECK ETF TRUST
-$1.6M
18,676
-52%
减持
BKNG
BOOKING HOLDINGS INC
-$1.6M
130
-68%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.6M
3,942
-36%
减持
ESGD
ISHARES TR
-$1.6M
101,463
-14%
减持
JNJ
JOHNSON & JOHNSON
+$1.6M
86,373
-9%
减持
SHW
SHERWIN WILLIAMS CO
-$1.6M
4,756
-50%
增持
AMLP
ALPS ETF TR
+$1.5M
98,238
+27%
减持
AGG
ISHARES TR
-$1.5M
149,962
-9%
清仓
EVRG
EVERGY INC
-$1.5M
0
-100%
减持
SUSL
ISHARES TR
-$1.5M
5,286
-69%
增持
VIS
VANGUARD WORLD FD
+$1.4M
5,454
+471%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.4M
15,303
-28%
减持
IDXX
IDEXX LABS INC
-$1.4M
3,396
-30%
增持
SBUX
STARBUCKS CORP
+$1.4M
64,171
+23%
增持
EFA
ISHARES TR
+$1.4M
555,277
+1%
减持
QUAL
ISHARES TR
-$1.3M
83,308
-4%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.3M
136,948
+4%
增持
BND
VANGUARD BD INDEX FDS
+$1.3M
749,709
+3%
增持
CSX
CSX CORP
+$1.3M
67,192
+67%
建仓
JMSB
JOHN MARSHALL BANCORP INC
+$1.3M
64,141
减持
ANET
ARISTA NETWORKS INC
-$1.3M
11,402
-44%
减持
SCHW
SCHWAB CHARLES CORP
-$1.3M
42,097
-20%
减持
BX
BLACKSTONE INC
-$1.2M
27,829
-3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.2M
7,579
-29%
减持
ESGU
ISHARES TR
-$1.2M
61,372
-7%
减持
SHOP
SHOPIFY INC
-$1.2M
17,623
-13%
减持
KLAC
KLA CORP
-$1.2M
369
-74%
减持
IEFA
ISHARES TR
-$1.1M
788,483
-3%
减持
C
CITIGROUP INC
-$1.1M
13,038
-42%
建仓
ADX
ADAMS DIVERSIFIED EQUITY FD
+$1.1M
51,221
增持
IGV
ISHARES TR
+$1.1M
31,217
+136%
减持
ISRG
INTUITIVE SURGICAL INC
-$1.1M
1,266
-57%
减持
SCHB
SCHWAB STRATEGIC TR
-$1.1M
480,277
-4%
增持
IVW
ISHARES TR
-$1.1M
107,309
+0%
减持
APO
APOLLO GLOBAL MGMT INC
-$1.1M
21,475
-10%
减持
PG
PROCTER & GAMBLE CO
-$1.0M
70,389
-10%
减持
BLK
BLACKROCK INC
-$1.0M
2,411
-22%
减持
XLK
SELECT SECTOR SPDR TR
-$1.0M
29,658
-14%
减持
EIPI
FIRST TR EXCHNG TRADED FD VI
+$999.9K
774,453
-6%
清仓
—
ASTRAZENECA PLC
-$998.2K
0
-100%
减持
DHR
DANAHER CORP DEL
-$997.8K
6,025
-36%
