小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Wealthcare Advisory Partners LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Wealthcare Advisory Partners LLC
报告期 2026-03-31 · CIK 0001683059
持仓数
1,073
前50大市值合计
$2.77B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 23
增持 61
减持 38
清仓 28
方向
标的
Δ市值
现股数(环比)
增持
—
WORLD GOLD TRUST SPDR GLD MINISHARES ETF
+$12.2M
722,795
+2654%
减持
IAU
ISHARES GOLD TRUST
-$10.3M
142,148
-68%
增持
SPTM
SPDR PORTFOLIO TOTAL STOCK MARKET
+$6.8M
1,503,807
+9%
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
IEF
ISHARES BARCLAYS 7-10 YR TREASURY BOND
+$6.5M
235,268
+32%
增持
VTI
VANGUARD TOTAL STOCK MARKET
+$5.2M
261,741
+10%
减持
HYD
VANECK HIGH YIELD MUNI
-$2.4M
20,530
-65%
增持
LQDH
ISHARES INT RATE HEDGED CORPORATE BD
+$2.4M
271,979
+11%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$2.4M
180,203
-3%
增持
MNA
IQ MERGER ARBITRAGE
+$1.9M
420,394
+18%
增持
MUB
ISHARES NATIONAL MUNI BOND
+$1.8M
408,267
+5%
增持
DFAC
DIMENSIONAL US CORE EQUITY 2 ETF
+$1.8M
213,939
+49%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$1.7M
1,042,863
+6%
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP
+$1.7M
245,710
+20%
清仓
BRK/A
BERKSHIRE HATHAWAY CL A
-$1.7M
0
-100%
增持
VNQ
VANGUARD REAL ESTATE
+$1.5M
204,064
+8%
增持
MGV
VANGUARD MEGA CAP VAL
+$1.4M
174,616
+11%
增持
MBB
ISHARES MBS ETF
+$1.4M
288,871
+5%
增持
MRNA
MODERNA INC COM
+$1.3M
8,825
+1%
增持
AGG
ISHARES CORE US AGGREGATE BOND ETF
+$1.3M
57,304
+26%
增持
UPS
UNITED PARCEL SERVICE INC
-$1.3M
52,733
+0%
增持
SPYM
SPDR PORTFOLIO LARGECAP
+$1.3M
3,425,463
+1%
增持
SPSM
SPDR PORTFOLIO SMALLCAP
-$1.3M
1,353,469
+1%
减持
AMZN
AMAZON.COM INC
-$1.3M
2,149
-11%
增持
SPTI
SPDR PORTFOLIO INTMDT TERM TRS ETF
+$1.3M
181,609
+27%
减持
BABA
ALIBABA GROUP HOLDING LIMITED ADR
-$1.2M
4,571
-44%
增持
XT
ISHARES EXPONENTIAL TECHNOLOGIES
+$1.2M
181,946
+12%
增持
TLT
ISHARES BARCLAYS 20 YR TREASURY BOND
+$1.1M
74,135
+12%
增持
SPDW
SPDR PORTFOLIO DEVELOPED WLD EX-US
+$1.1M
374,686
+11%
增持
—
EXXON MOBIL CORPORATION
+$1.1M
73,420
+44%
清仓
—
GENERAL ELECTRIC COMPANY
-$1.1M
0
-100%
增持
CMBS
ISHARES CMBS ETF
+$1.1M
456,729
+5%
增持
ULST
SPDR SSGA ULTRA SHORT TERM BOND ETF
+$1.1M
608,432
+5%
增持
SPMB
SPDR PORTFOLIO MORTGAGE BACKED BOND ETF
+$1.0M
334,986
+14%
建仓
QWLD
SPDR MSCI WORLD QUALITY MIX
+$975.0K
9,437
增持
SHM
SPDR NUVEEN BLMBG BARCLAYS ST MUNBD ETF
+$973.0K
391,505
+6%
减持
XSOE
WISDOMTREE EMMKTS EX-STT-OWND ENTRPRS
-$945.0K
30,842
-38%
增持
GTO
INVESCO TOTAL RETURN BOND ETF
+$896.0K
55,189
+41%
减持
BIDU
BAIDU.COM INC ADR
-$883.0K
1,771
-69%
减持
VIG
VANGUARD DIVIDEND APPRECIATION
-$818.0K
17,138
-23%
增持
VOO
VANGUARD S&P 500
+$799.0K
58,749
+3%
建仓
GE
GENERAL ELECTRIC COMPANY
+$773.0K
7,499
减持
BA
BOEING CO
-$767.0K
11,323
-17%
建仓
KOMP
SPDR KENSHO NEW ECONOMIES COMPOS ETF
+$756.0K
12,411
减持
PWB
INVESCO DYNAMIC LARGE CAP GROWTH
-$736.0K
23,828
-29%
建仓
AVUV
AVANTIS US SMALL CAP VALUE ETF
+$706.0K
9,336
清仓
—
NATIONWIDE RISK-MANAGED INCOME ETF
-$703.0K
0
-100%
增持
SPYG
SPDR S&P 500 GROWTH ETF
+$697.0K
130,228
+7%
增持
HD
HOME DEPOT INC
+$661.0K
11,966
+17%
增持
VTIP
VANGUARD SHORT-TERM INFLATION PROTECTED SECS
+$612.0K
32,788
+55%
清仓
FREL
FIDELITY MSCI REAL ESTATE INDEX ETF
-$610.0K
0
-100%
增持
VEA
VANGUARD DEVELOPED MARKETS INDEX FUND ETF
-$602.0K
814,225
+1%
清仓
—
TORTOISE NORTH AMERICAN PIPELINE FUND
-$581.0K
0
-100%
减持
AAPL
APPLE INC
+$578.0K
135,570
-0%
增持
SCHX
SCHWAB US LARGE CAP ETF
+$575.0K
20,118
+38%
减持
ARKK
ARK INNOVATION ETF
-$575.0K
7,529
-30%
增持
IHAK
ISHARES CYBERSECURITY AND TECH ETF
+$573.0K
146,977
+9%
增持
—
DRAFTKINGS INC CLASS A
+$553.0K
19,875
+156%
清仓
VIOV
VANGUARD S&P SMALL-CAP 600 VALUE
-$532.0K
0
-100%
增持
XLV
SPDR HEALTH CARE SELECT SECTOR
+$527.0K
8,893
+85%
增持
GOOGL
ALPHABET INC CLASS A
+$526.0K
1,237
+9%
增持
SCHP
SCHWAB US TIPS
+$520.0K
38,760
+27%
清仓
IMCG
ISHARES MORNINGSTAR MID CAP GROWTH INDEX
-$508.0K
0
-100%
减持
MSFT
MICROSOFT CORP
+$500.0K
60,013
-1%
减持
T
AT&T INC
-$496.0K
96,385
-10%
增持
USMV
ISHARES EDGE MSCI MIN VOL USA ETF
+$489.0K
28,723
+30%
清仓
—
FIREEYE INC
-$476.0K
0
-100%
增持
SPHY
SPDR SERIES TRUST PORTFLI HIGH YLD ETF
+$471.0K
30,700
+135%
增持
VRP
INVESCO VARIABLE RATE PREFERRED
+$453.0K
28,747
+151%
减持
FDX
FEDEX CORP
-$452.0K
2,931
-20%
增持
MINT
PIMCO ENHANCED SHORT MATURITY
+$442.0K
37,555
+13%
减持
EFAV
ISHARES EDGE MSCI EAFE MINIMUM VOL
-$436.0K
7,552
-43%
增持
QEFA
SPDR MSCI EAFE QUALITY MIX
+$422.0K
67,082
+10%
减持
TSLA
TESLA INC
+$420.0K
6,752
-5%
减持
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
-$418.0K
12,490
-35%
减持
SCHM
SCHWAB US MID CAP
-$416.0K
6,819
-43%
建仓
TAIL
CAMBRIA TAIL RISK
+$404.0K
21,547
增持
IGBH
ISHARES INTEREST RATE HEDGED LONG TERM CORP BOND
+$403.0K
29,001
+125%
增持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$396.0K
19,984
+73%
增持
CVX
CHEVRON CORP
+$395.0K
18,388
+31%
减持
QQQ
INVESCO QQQ TRUST SERIES 1
-$391.0K
14,173
-8%
清仓
SPSB
SPDR PORTFOLIO SHORT TERM CORP BD ETF
-$384.0K
0
-100%
减持
MGK
VANGUARD MEGA CAP GROWTH
-$384.0K
3,832
-31%
建仓
—
INVESCO S&P SMALLCAP 600 EQUAL WEIGHT
+$382.0K
4,721
增持
IDNA
ISHARES GENOMICS IMMUNOLOGY AND HEALTHCARE ETF
+$378.0K
120,074
+9%
清仓
EMQQ
EMERGING MARKETS INTERNET & ECOMMERCE
-$357.0K
0
-100%
增持
TIP
ISHARES TIPS BOND
+$355.0K
18,218
+18%
清仓
MLPX
GLOBAL X MLP & ENERGY INFRASTRUCTURE
-$354.0K
0
-100%
清仓
HTRB
HARTFORD TOTAL RETURN BOND ETF
-$352.0K
0
-100%
减持
IJR
ISHARES CORE S&P SMALL-CAP ETF
-$349.0K
19,236
-11%
增持
ORCL
ORACLE CORPORATION
+$341.0K
33,284
+1%
建仓
ADI
ANALOG DEVICES INC
+$339.0K
2,027
增持
JPM
JP MORGAN CHASE & CO.
+$336.0K
22,952
+4%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND
+$333.0K
6,945
+81%
减持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$325.0K
3,492
-35%
清仓
XBI
SPDR S&P BIOTECH
-$324.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC CLASS B
+$324.0K
18,856
+9%
增持
BSV
VANGUARD SHORT-TERM BOND INDEX ETF
+$324.0K
9,520
+71%
清仓
PANW
PALO ALTO NETWORKS COM
-$311.0K
0
-100%
减持
DOCU
DOCUSIGN INC
-$305.0K
12,131
-1%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$301.0K
20,637
-2%
建仓
VMBS
VANGUARD MORTGAGE BACKED SEC INDX ETF
+$300.0K
5,634
清仓
IONS
IONIS PHARMACEUTICALS INC
-$298.0K
0
-100%
减持
SPIP
SPDR PORTFOLIO TIPS ETF
-$295.0K
12,369
-43%
建仓
ANGL
VANECK FALLEN ANGEL HIYLD BD ETF
+$294.0K
8,898
建仓
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$293.0K
4,537
增持
VWO
VANGUARD FTSE EMERGING MARKETS
-$291.0K
139,201
+4%
清仓
SLB
SCHLUMBERGER NV
-$290.0K
0
-100%
建仓
XEL
XCEL ENERGY INC
+$289.0K
4,625
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$288.0K
20,303
-7%
建仓
NEM
NEWMONT CORPORATION
+$286.0K
5,266
减持
ILMN
ILLUMINA INC
-$285.0K
3,673
-2%
减持
MDY
SPDR S&P MID CAP 400 TRUST
-$284.0K
5,495
-8%
建仓
VWOB
VANGUARD EMERGING MARKET BOND
+$283.0K
3,620
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$279.0K
23,737
-11%
清仓
VGT
VANGUARD INFORMATION TECHNOLOGY
-$267.0K
0
-100%
建仓
NVAX
NOVAVAX INC
+$266.0K
1,285
建仓
XME
SPDR SER TR S&P METALS & MINING ETF
+$266.0K
6,375
清仓
—
CANOPY GROWTH CORPORATION
-$266.0K
0
-100%
增持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE
+$265.0K
5,228
+20%
建仓
HEDJ
WISDOMTREE EUROPE HEDGED EQUITY
+$260.0K
3,424
增持
BMY
BRISTOL-MYERS SQUIBB COMPANY
-$260.0K
51,484
+4%
建仓
BIV
VANGUARD INTERMEDIATE TERM BOND
+$258.0K
2,889
减持
ZM
ZOOM VIDEO COMMUNICATIONS INC
-$255.0K
1,803
-4%
建仓
XLC
SPDR COMMUNICATIONS SELECT SECTOR
+$255.0K
3,180
增持
IEFA
ISHARES CORE MSCI EAFE
+$252.0K
21,172
+20%
清仓
VNLA
JANUS HENDERSON SHORT DURATION INC
-$251.0K
0
-100%
清仓
TPL
TEXAS PAC LD CORP
-$251.0K
0
-100%
清仓
SCHH
SCHWAB US REIT
-$250.0K
0
-100%
减持
SPY
SPDR S&P 500 TRUST
-$249.0K
69,545
-1%
减持
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND ETF
-$248.0K
58,059
-8%
清仓
JD
JD.COM INC SPONSORED ADR CL A
-$245.0K
0
-100%
建仓
IAI
ISHARES DOW JONES US BROKER DEALERS
+$243.0K
2,332
清仓
FTC
FIRST TRUST LARGE CAP GR ALPHADEX FUND
-$242.0K
0
-100%
增持
AMGN
AMGEN INC
-$239.0K
10,009
+3%
建仓
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$238.0K
2,419
减持
ARKG
ARK GENOMIC REVOLUTION ETF
-$234.0K
6,370
-17%
增持
PFE
PFIZER INC
+$234.0K
47,152
+3%
清仓
PVH
PVH CORP
-$233.0K
0
-100%
清仓
PPLI
IAC/INTERACTIVE CORP
-$233.0K
0
-100%
减持
IHDG
WISDOMTREE INTERNATIONAL HEDGED DIVIDEND GROWTH
-$232.0K
31,283
-13%
建仓
DUK
DUKE ENERGY CORP
+$229.0K
2,342
清仓
APPN
APPIAN CORP CL A
-$229.0K
0
-100%
建仓
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
+$229.0K
2,617
清仓
ACWV
ISHARES EDGE MSCI MIN VOL GLOBAL ETF
-$229.0K
0
-100%
增持
COST
COSTCO WHOLESALE CORP
+$229.0K
2,953
+6%
建仓
VPU
VANGUARD UTILITIES ETF
+$229.0K
1,644
减持
MU
MICRON TECHNOLOGY INC
-$228.0K
12,897
-4%
减持
IVOL
QUADRATIC INTRST RT VOL & INFL H ETF
-$226.0K
26,705
-24%
减持
CLF
CLEVELAND-CLIFFS INC
-$226.0K
14,433
-39%
清仓
IPKW
INVESCO INTERNATIONAL BUYBACK ACHIEVERS
-$225.0K
0
-100%
