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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 24
增持 59
减持 47
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
IEF
ISHARES BARCLAYS 7-10 YR TREASURY BOND
+$36.4M
551,963
+135%
增持
QQQ
INVESCO QQQ TRUST SERIES 1
+$24.1M
73,439
+418%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$15.1M
3,366,014
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。
-2%
增持
ARCC
ARES CAPITAL CORP
+$13.2M
645,964
+2884%
增持
VIG
VANGUARD DIVIDEND APPRECIATION
+$13.2M
92,166
+438%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT
+$11.9M
79,537
+1095%
减持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
-$11.3M
668,495
-36%
清仓
TLT
ISHARES BARCLAYS 20 YR TREASURY BOND
-$10.7M
0
-100%
增持
SPTM
SPDR PORTFOLIO TOTAL STOCK MARKET
+$9.3M
1,523,055
+1%
清仓
SPMB
SPDR PORTFOLIO MORTGAGE BACKED BOND ETF
-$8.6M
0
-100%
减持
SPYG
SPDR S&P 500 GROWTH ETF
-$7.5M
11,656
-91%
减持
SHM
SPDR NUVEEN BLMBG BARCLAYS ST MUNBD ETF
-$7.0M
250,179
-36%
减持
CMBS
ISHARES CMBS ETF
-$6.7M
339,397
-26%
减持
LQDH
ISHARES INT RATE HEDGED CORPORATE BD
-$6.2M
207,226
-24%
增持
MUB
ISHARES NATIONAL MUNI BOND
+$6.1M
460,626
+13%
增持
SPY
SPDR S&P 500 TRUST
+$5.8M
74,954
+8%
建仓
ARKQ
ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF
+$5.3M
69,192
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP
+$5.3M
334,782
+36%
增持
VNQ
VANGUARD REAL ESTATE
+$5.3M
224,545
+10%
减持
VTI
VANGUARD TOTAL STOCK MARKET
+$4.7M
260,169
-1%
增持
—
WORLD GOLD TRUST SPDR GLD MINISHARES ETF
+$4.4M
933,723
+29%
减持
AAPL
APPLE INC
+$4.2M
131,808
-3%
减持
SPTI
SPDR PORTFOLIO INTMDT TERM TRS ETF
-$4.1M
54,532
-70%
减持
SPYV
SPDR S&P 500 VALUE ETF
-$4.1M
19,274
-85%
增持
MGV
VANGUARD MEGA CAP VAL
+$4.0M
197,508
+13%
减持
MBB
ISHARES MBS ETF
-$3.9M
254,518
-12%
增持
XLF
SPDR FINANCIAL SELECT SECTOR
+$3.9M
112,179
+739%
增持
DFAC
DIMENSIONAL US CORE EQUITY 2 ETF
+$3.8M
326,827
+53%
清仓
PDI
PIMCO DYNAMIC INCOME
-$3.6M
0
-100%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND
+$3.3M
37,665
+442%
清仓
—
APOLLO GLOBAL MANAGEMENT INC
-$3.2M
0
-100%
增持
NVDA
NVIDIA CORP
+$3.1M
32,443
+4%
建仓
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND
+$2.9M
91,595
减持
GTO
INVESCO TOTAL RETURN BOND ETF
-$2.7M
7,630
-86%
增持
IVV
ISHARES CORE S&P 500
+$2.5M
30,488
+9%
增持
XT
ISHARES EXPONENTIAL TECHNOLOGIES
+$2.4M
208,771
+15%
减持
SPBO
SPDR PORTFOLIO CORPORATE BOND ETF
-$2.4M
6,289
-91%
减持
SPSM
SPDR PORTFOLIO SMALLCAP
+$2.3M
1,342,465
-1%
建仓
RSPU
INVESCO S&P 500 EQUAL WEIGHT UTILITIES
+$2.3M
20,233
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX ETF
+$2.2M
575,166
+6%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$2.1M
160,176
-11%
减持
V
VISA INC
-$2.0M
8,850
-49%
减持
MSFT
MICROSOFT CORP
+$1.8M
55,588
-7%
减持
DOCU
DOCUSIGN INC
-$1.8M
8,903
-27%
建仓
MRGR
PROSHARES MERGER
+$1.5M
36,579
增持
MINT
PIMCO ENHANCED SHORT MATURITY
+$1.5M
52,449
+40%
清仓
—
INVESCO PUREBETASM MSCI USA SMALL CAP
-$1.4M
0
-100%
减持
VTIP
VANGUARD SHORT-TERM INFLATION PROTECTED SECS
-$1.4M
5,934
-82%
清仓
IHDG
WISDOMTREE INTERNATIONAL HEDGED DIVIDEND GROWTH
-$1.4M
0
-100%
减持
MRNA
MODERNA INC COM
-$1.3M
8,185
-7%
减持
SDY
SPDR S&P DIVIDEND
-$1.3M
5,227
-69%
增持
BND
VANGUARD TOTAL BOND MARKET
+$1.3M
31,192
+95%
建仓
VGT
VANGUARD INFORMATION TECHNOLOGY
+$1.2M
2,676
建仓
CION
CION INVESTMENT CORPORATION
+$1.2M
46,476
减持
TGT
TARGET CORPORATION
-$1.2M
3,697
-58%
增持
DSI
ISHARES KLD 400 SOCIAL INDEX
+$1.1M
28,004
+60%
增持
HD
HOME DEPOT INC
+$1.1M
12,176
+2%
增持
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
+$1.1M
136,125
+12%
建仓
SPHD
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
+$1.1M
24,209
减持
BRK/B
BERKSHIRE HATHAWAY INC CLASS B
-$1.1M
13,625
-28%
增持
BIBL
INSPIRE100 ETF
+$1.1M
35,964
+339%
清仓
SLYV
SPDR S&P 600 SMALL CAPVALUE ETF
-$1.0M
0
-100%
减持
T
AT&T INC
-$980.0K
65,976
-32%
增持
IHAK
ISHARES CYBERSECURITY AND TECH ETF
+$973.0K
164,954
+12%
清仓
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
-$972.0K
0
-100%
减持
VOO
VANGUARD S&P 500
+$970.0K
55,298
-6%
增持
QEFA
SPDR MSCI EAFE QUALITY MIX
+$936.0K
77,874
+16%
减持
VEA
VANGUARD DEVELOPED MARKETS INDEX FUND ETF
-$924.0K
787,038
-3%
减持
UPS
UNITED PARCEL SERVICE INC
+$904.0K
49,022
-7%
减持
LHX
L3 HARRIS TECHNOLOGIES INC
-$888.0K
1,123
-78%
增持
VCSH
VANGUARD SHORT TERM CORP BOND
+$885.0K
14,600
+300%
减持
SQ
BLOCK INC
-$850.0K
8,005
-10%
增持
SCHP
SCHWAB US TIPS
+$830.0K
51,769
+34%
增持
MRK
MERCK & CO INC
+$825.0K
31,128
+50%
清仓
NPV
NUVEEN VA QUALITY MUN INCOME FUND
-$816.0K
0
-100%
建仓
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
+$813.0K
6,320
增持
GUNR
FLEXSHARES MS GL UPSTREAM NAT RES IDX
+$804.0K
113,234
+13%
增持
PFE
PFIZER INC
+$799.0K
47,881
+2%
清仓
PGX
INVESCO PREFERRED ETF
-$798.0K
0
-100%
减持
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND ETF
-$791.0K
36,425
-37%
增持
VTEB
VANGUARD MUNI BOND TAX EXEMPT
+$789.0K
21,786
+194%
清仓
CMG
CHIPOTLE MEXICAN GRILL
-$785.0K
0
-100%
减持
XSOE
WISDOMTREE EMMKTS EX-STT-OWND ENTRPRS
-$758.0K
10,659
-65%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD
+$742.0K
64,156
+3%
增持
SCHX
SCHWAB US LARGE CAP ETF
+$739.0K
24,882
+24%
清仓
—
ACCENTURE PLC
-$734.0K
0
-100%
减持
DES
WISDOMTREE SMLCAP DIVIDEND
-$726.0K
43,184
-38%
清仓
ABBNY
ABB LTD ADR
-$723.0K
0
-100%
建仓
NEAR
ISHARES SHORT MATURITY BOND
+$717.0K
14,358
增持
DBC
INVESCO DB COMMODITY INDEX TRACKING
+$715.0K
44,344
+335%
建仓
VCR
VANGUARD CONSUMER DISCRETIONARY
+$713.0K
2,092
减持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY
+$713.0K
476,980
-0%
建仓
—
WALGREENS BOOTS ALLIANCE
+$710.0K
13,613
减持
VWO
VANGUARD FTSE EMERGING MARKETS
-$701.0K
126,557
-9%
清仓
—
CAMTEK LTD
-$689.0K
0
-100%
减持
IAU
ISHARES GOLD TRUST
-$687.0K
116,696
-18%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$674.0K
46,554
+22%
增持
MGK
VANGUARD MEGA CAP GROWTH
+$648.0K
5,935
+55%
建仓
QTEC
FIRST TRUST NASDAQ 100 TECHNOLOGY INDEX
+$647.0K
3,693
增持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$641.0K
30,696
+54%
建仓
—
BENSON HILL INC
+$640.0K
87,740
增持
JNJ
JOHNSON & JOHNSON
+$633.0K
61,770
+0%
增持
GLD
SPDR GOLD SHARES
+$630.0K
12,911
+34%
减持
TJX
TJX COMPANIES INC
-$617.0K
26,743
-33%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS
+$599.0K
28,014
+60%
减持
ABBV
ABBVIE INC
+$598.0K
36,416
-9%
减持
ULST
SPDR SSGA ULTRA SHORT TERM BOND ETF
-$595.0K
595,783
-2%
增持
TTD
THE TRADE DESK INC COM CL A
+$584.0K
25,630
+2%
增持
CVX
CHEVRON CORP
+$576.0K
20,804
+13%
增持
VUG
VANGUARD GROWTH
+$569.0K
6,973
+21%
减持
META
META PLATFORMS INC
-$569.0K
10,212
-13%
增持
SCHA
SCHWAB US SMALL CAP ETF
+$565.0K
7,584
+259%
建仓
—
ENERGIZER HLDGS INC NEW
+$565.0K
6,505
建仓
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$558.0K
5,274
减持
KMI
KINDER MORGAN INC
-$550.0K
27,238
-54%
清仓
GBCI
GLACIER BANCORP INC
-$546.0K
0
-100%
减持
BAC
BANK OF AMERICA CORP
-$545.0K
30,866
-32%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$535.0K
3,625
+152%
建仓
SWAN
AMPLIFY BLACKSWAN GROWTH AND TREASURY CORE
+$521.0K
15,085
减持
HYMB
SPDR NUVEEN S&P HIGH YIELD MUNI BD ETF
-$517.0K
3,693
-70%
建仓
—
PROSHARES ULTRASHORT QQQ ETF
+$508.0K
32,465
清仓
—
BROOKFIELD INFRASTRUCTURE PARTNERS
-$507.0K
0
-100%
清仓
CTSO
CYTOSORBENTS CORP
-$505.0K
0
-100%
增持
PAYX
PAYCHEX INC
+$501.0K
20,656
+0%
增持
—
EXXON MOBIL CORPORATION
+$499.0K
78,742
+7%
清仓
INFL
LISTED FD TR HORIZON KINETICS
-$496.0K
0
-100%
建仓
—
UNITED STATES NATURAL GAS ETF
+$492.0K
39,415
清仓
BB
BLACKBERRY
-$491.0K
0
-100%
增持
WTRG
ESSENTIALS UTILITIES INC
+$480.0K
26,074
+31%
增持
DOW
DOW INC
+$478.0K
16,802
+103%
增持
SCHM
SCHWAB US MID CAP
+$468.0K
12,319
+81%
增持
VONV
VANGUARD RUSSELL 1000 VALUE
+$467.0K
63,298
+4%
减持
EFV
ISHARES MSCI EAFE VALUE
-$454.0K
62,240
-12%
建仓
VIS
VANGUARD INDUSTRIALS
+$452.0K
2,225
增持
PEP
PEPSICO INCORPORATED
+$442.0K
11,209
+12%
增持
AMD
ADVANCED MICRO DEVICES
+$425.0K
8,620
+9%
增持
GOOG
ALPHABET INC CLASS C
+$423.0K
805
+13%
减持
BSV
VANGUARD SHORT-TERM BOND INDEX ETF
-$420.0K
4,459
-53%
增持
MNA
IQ MERGER ARBITRAGE
+$417.0K
441,546
+5%
减持
PPL
PPL CORPORATION
-$414.0K
20,478
-45%
建仓
—
INVESCO S&P INTERNATIONAL DEVELOPED HIGH DIVIDEND
+$414.0K
15,441
清仓
EPD
ENTERPRISE PRODUCTS PARTNERS LP
-$407.0K
0
-100%
建仓
—
INNOVATOR ETFS IBD BREAKOUT OPPORTUNITIES
+$406.0K
10,487
增持
QWLD
SPDR MSCI WORLD QUALITY MIX
+$402.0K
12,471
+32%
建仓
BDX
BECTON, DICKINSON AND COMPANY
+$397.0K
1,577
增持
EFA
ISHARES MSCI EAFE ETF
+$397.0K
19,399
+34%
减持
USMV
ISHARES EDGE MSCI MIN VOL USA ETF
-$393.0K
21,237
-26%
建仓
DXCM
DEXCOM INC
+$391.0K
728
建仓
BLOK
AMPLIFY TRANSFORMATIONAL DATA SHARING ETF
+$388.0K
9,651
减持
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
-$387.0K
5,436
-56%
