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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 14
增持 69
减持 39
清仓 28
方向
标的
Δ市值
现股数(环比)
减持
ULST
SPDR SSGA ULTRA SHORT TERM BOND ETF
-$22.9M
28,924
-95%
增持
IEF
ISHARES BARCLAYS 7-10 YR TREASURY BOND
+$18.5M
762,946
+38%
清仓
—
WORLD GOLD TRUST SPDR GLD MINISHARES ETF
-$17.0M
0
-100%
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
RSP
INVESCO S&P 500 EQUAL WEIGHT
+$12.1M
158,623
+99%
增持
SCZ
ISHARES MSCI EAFE SMALL CAP INDEX
+$9.5M
297,766
+112%
清仓
DFAC
DIMENSIONAL US CORE EQUITY 2 ETF
-$9.5M
0
-100%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$7.7M
3,391,341
+1%
增持
VTI
VANGUARD TOTAL STOCK MARKET
+$7.4M
308,511
+19%
减持
SPTM
SPDR PORTFOLIO TOTAL STOCK MARKET
-$6.4M
1,486,241
-2%
增持
VIG
VANGUARD DIVIDEND APPRECIATION
+$5.2M
129,861
+41%
减持
ARKQ
ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF
-$5.1M
3,962
-94%
减持
SPY
SPDR S&P 500 TRUST
-$4.9M
68,056
-9%
减持
MINT
PIMCO ENHANCED SHORT MATURITY
-$4.3M
9,935
-81%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$4.3M
152,859
-5%
清仓
IAU
ISHARES GOLD TRUST
-$4.1M
0
-100%
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND
-$3.3M
7,220
-81%
增持
SCHP
SCHWAB US TIPS
+$3.2M
106,114
+105%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD
+$3.0M
90,420
+41%
建仓
FLTR
VANECK INV GRADE FLOATING RATE ETF
+$2.8M
111,955
增持
SHM
SPDR NUVEEN BLMBG BARCLAYS ST MUNBD ETF
+$2.7M
317,098
+27%
增持
MNA
IQ MERGER ARBITRAGE
+$2.7M
530,378
+20%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX ETF
+$2.7M
658,341
+14%
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP
+$2.4M
404,632
+21%
减持
MSFT
MICROSOFT CORP
-$2.2M
53,543
-4%
增持
SPYV
SPDR S&P 500 VALUE ETF
+$2.2M
71,534
+271%
增持
DSI
ISHARES KLD 400 SOCIAL INDEX
+$2.1M
54,520
+95%
增持
PSK
SPDR WELLS FARGO PREFERRED STOCK ETF
+$1.8M
81,244
+162%
增持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND
+$1.8M
146,101
+60%
增持
HYT
BLACKROCK CORPORATE HIGH YIELD FUND INC. CLOSED-EN
+$1.7M
319,999
+131%
增持
SPSM
SPDR PORTFOLIO SMALLCAP
-$1.7M
1,384,828
+3%
增持
GUNR
FLEXSHARES MS GL UPSTREAM NAT RES IDX
+$1.7M
131,430
+16%
增持
GOOGL
ALPHABET INC CLASS A
+$1.7M
1,834
+54%
减持
BND
VANGUARD TOTAL BOND MARKET
-$1.6M
12,654
-59%
减持
IVV
ISHARES CORE S&P 500
-$1.6M
28,446
-7%
增持
DTH
WISDOMTREE INTERNATIONAL HIGH DIVIDEND
+$1.6M
62,881
+179%
减持
VOO
VANGUARD S&P 500
-$1.6M
54,319
-2%
增持
ARCC
ARES CAPITAL CORP
+$1.6M
729,136
+13%
清仓
MRGR
PROSHARES MERGER
-$1.5M
0
-100%
增持
VEA
VANGUARD DEVELOPED MARKETS INDEX FUND ETF
-$1.5M
805,831
+2%
增持
QQQ
INVESCO QQQ TRUST SERIES 1
-$1.4M
76,719
+4%
增持
HD
HOME DEPOT INC
-$1.4M
12,252
+1%
减持
—
EXXON MOBIL CORPORATION
+$1.4M
74,957
-5%
减持
SPTI
SPDR PORTFOLIO INTMDT TERM TRS ETF
-$1.3M
14,558
-73%
增持
MGV
VANGUARD MEGA CAP VAL
+$1.3M
208,770
+6%
增持
VNQ
VANGUARD REAL ESTATE
+$1.3M
252,338
+12%
建仓
FLOT
ISHARES FLOATING RATE
+$1.2M
24,674
清仓
CION
CION INVESTMENT CORPORATION
-$1.2M
0
-100%
增持
RSPU
INVESCO S&P 500 EQUAL WEIGHT UTILITIES
+$1.2M
28,990
+43%
增持
XLF
SPDR FINANCIAL SELECT SECTOR
+$1.2M
145,378
+30%
增持
META
META PLATFORMS INC
-$1.2M
10,267
+1%
增持
TFI
SPDR NUVEEN BLMBG BARCLAYS MUNI BD ETF
+$1.1M
70,672
+60%
增持
VWO
VANGUARD FTSE EMERGING MARKETS
+$1.0M
157,983
+25%
增持
CVX
CHEVRON CORP
+$1.0M
21,257
+2%
减持
MGK
VANGUARD MEGA CAP GROWTH
-$1.0M
2,253
-62%
增持
SPDW
SPDR PORTFOLIO DEVELOPED WLD EX-US
+$1.0M
417,164
+15%
增持
SPGP
INVESCO EXCHANGE TRADED FD TR S&P 500 GARP ETF
+$977.0K
18,955
+144%
增持
MUB
ISHARES NATIONAL MUNI BOND
-$967.0K
479,703
+4%
建仓
XMVM
INVESCO EXCHANGE TRADED FD TR S&P MDCP VLU MNT
+$933.0K
19,347
建仓
SRLN
SPDR BLACKSTONE / GSO SENIOR LOAN ETF
+$923.0K
20,528
增持
VSGX
VANGUARD ESG INTERNATIONAL STOCK ETF
+$923.0K
19,837
+480%
建仓
RSPN
INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS
+$921.0K
4,884
减持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY
-$916.0K
472,423
-1%
增持
XT
ISHARES EXPONENTIAL TECHNOLOGIES
-$902.0K
218,347
+5%
减持
MRNA
MODERNA INC COM
-$899.0K
6,849
-16%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$849.0K
32,547
-30%
清仓
SPHY
SPDR SERIES TRUST PORTFLI HIGH YLD ETF
-$833.0K
0
-100%
建仓
PWZ
INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND
+$822.0K
31,849
增持
IJR
ISHARES CORE S&P SMALL-CAP ETF
+$805.0K
28,280
+44%
清仓
VRP
INVESCO VARIABLE RATE PREFERRED
-$780.0K
0
-100%
增持
QEFA
SPDR MSCI EAFE QUALITY MIX
+$771.0K
93,497
+20%
清仓
GE
GENERAL ELECTRIC COMPANY
-$736.0K
0
-100%
清仓
IGBH
ISHARES INTEREST RATE HEDGED LONG TERM CORP BOND
-$735.0K
0
-100%
减持
AGG
ISHARES CORE US AGGREGATE BOND ETF
-$723.0K
53,349
-5%
增持
DES
WISDOMTREE SMLCAP DIVIDEND
+$718.0K
67,038
+55%
增持
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND ETF
+$715.0K
52,467
+44%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$687.0K
17,889
-9%
建仓
XSVM
INVESCO EXCHANGE TRADED FD TR S&P SMCP VLU MNT
+$687.0K
12,752
减持
AAPL
APPLE INC
-$686.0K
130,114
-1%
增持
MBB
ISHARES MBS ETF
-$666.0K
261,872
+3%
建仓
COWZ
PACER FDS TR US CASH COWS 100
+$660.0K
13,266
增持
HYD
VANECK HIGH YIELD MUNI
+$658.0K
31,607
+71%
减持
LQDH
ISHARES INT RATE HEDGED CORPORATE BD
-$652.0K
205,093
-1%
清仓
—
BENSON HILL INC
-$640.0K
0
-100%
减持
VB
VANGUARD SMALL-CAP
-$629.0K
9,315
-19%
增持
QWLD
SPDR MSCI WORLD QUALITY MIX
+$628.0K
18,949
+52%
增持
CMBS
ISHARES CMBS ETF
-$621.0K
348,588
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC CLASS B
+$615.0K
13,286
-2%
清仓
USXF
ISHARES ESG ADVANCED MSCI USA ETF
-$613.0K
0
-100%
清仓
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$610.0K
0
-100%
清仓
TAIL
CAMBRIA TAIL RISK
-$600.0K
0
-100%
减持
IEFA
ISHARES CORE MSCI EAFE
-$600.0K
19,211
-26%
增持
XLRE
SPDR REAL ESTATE SELECT SECTOR ETF
+$595.0K
17,447
+265%
减持
UPS
UNITED PARCEL SERVICE INC
-$589.0K
46,245
-6%
增持
BKLN
INVESCO SENIOR LOAN
+$577.0K
213,482
+16%
清仓
—
ENERGIZER HLDGS INC NEW
-$565.0K
0
-100%
增持
VCSH
VANGUARD SHORT TERM CORP BOND
+$557.0K
22,323
+53%
建仓
FTGC
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY
+$547.0K
19,252
建仓
PIE
INVESCO DWA EMERGING MARKETS MOMENTUM
+$544.0K
23,301
减持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
-$532.0K
5,566
-56%
增持
SPYG
SPDR S&P 500 GROWTH ETF
+$532.0K
20,796
+78%
清仓
SWAN
AMPLIFY BLACKSWAN GROWTH AND TREASURY CORE
-$521.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$516.0K
62,535
+1%
增持
TTD
THE TRADE DESK INC COM CL A
-$512.0K
26,524
+3%
清仓
—
PROSHARES ULTRASHORT QQQ ETF
-$508.0K
0
-100%
清仓
—
UNITED STATES NATURAL GAS ETF
-$492.0K
0
-100%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS
-$488.0K
21,412
-24%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
-$474.0K
695,484
+4%
增持
XLE
SPDR ENERGY SELECT SECTOR ETF
+$470.0K
14,573
+26%
增持
VDE
VANGUARD ENERGY
+$466.0K
7,387
+76%
增持
DIS
WALT DISNEY CO
-$449.0K
32,704
+3%
减持
EFA
ISHARES MSCI EAFE ETF
-$448.0K
14,649
-24%
增持
SPHD
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
+$443.0K
32,594
+35%
减持
IVOL
QUADRATIC INTRST RT VOL & INFL H ETF
-$439.0K
16,758
-48%
减持
DBC
INVESCO DB COMMODITY INDEX TRACKING
-$432.0K
18,761
-58%
建仓
RWM
PROSHARES SHORT RUSSELL 2000
+$429.0K
19,395
增持
IVW
ISHARES S&P 500 GROWTH
+$427.0K
15,096
+74%
减持
—
BARCLAYS SHILLER CAPE ETN
-$427.0K
36,377
-33%
减持
ABBV
ABBVIE INC
+$421.0K
33,015
-9%
清仓
—
XILINX INC
-$417.0K
0
-100%
清仓
CWB
SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES
-$416.0K
0
-100%
清仓
AVUV
AVANTIS US SMALL CAP VALUE ETF
-$411.0K
0
-100%
建仓
—
PROSHARES SHORT MSCI EAFE
+$403.0K
21,490
增持
TJX
TJX COMPANIES INC
-$400.0K
26,903
+1%
增持
ADBE
ADOBE INC
-$396.0K
5,159
+7%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$394.0K
16,394
+44%
减持
—
TRIUMPH GROUP INC
+$394.0K
58,432
-0%
增持
NKE
NIKE INC CLASS B
-$387.0K
15,242
+4%
建仓
TLT
ISHARES BARCLAYS 20 YR TREASURY BOND
+$384.0K
2,908
增持
NVDA
NVIDIA CORP
-$382.0K
33,570
+3%
减持
PFE
PFIZER INC
-$381.0K
47,242
-1%
清仓
XBI
SPDR S&P BIOTECH
-$379.0K
0
-100%
清仓
PMT
PENNYMAC MTG INVT TR
-$367.0K
0
-100%
减持
IUSG
ISHARES CORE S&P US GROWTH ETF
-$366.0K
25,051
-4%
清仓
INTU
INTUIT INC
-$366.0K
0
-100%
增持
JPM
JP MORGAN CHASE & CO.
-$358.0K
22,866
+4%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$355.0K
14,681
+1%
清仓
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$352.0K
0
-100%
增持
BIBL
INSPIRE100 ETF
+$349.0K
48,928
+36%
清仓
DFAT
DIMENSIONAL US TARGETED VALUE ETF
-$347.0K
0
-100%
减持
QCOM
QUALCOMM INCORPORATED
-$345.0K
9,104
-4%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET
-$339.0K
12,699
-31%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTUNITIES
+$332.0K
100,719
+17%
减持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE
-$329.0K
4,431
-14%
增持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$328.0K
39,151
+28%
清仓
SMH
VANECK SEMICONDUCTOR
-$325.0K
0
-100%
清仓
MSTR
MICROSTRATEGY INC
-$319.0K
0
-100%
建仓
DFAI
DFA INTL CORE ETF
+$319.0K
11,347
增持
VONV
VANGUARD RUSSELL 1000 VALUE
+$314.0K
68,433
+8%
减持
IBM
INTERNATIONAL BUSINESS MACHINES
-$308.0K
8,388
-20%
清仓
VWOB
VANGUARD EMERGING MARKET BOND
-$308.0K
0
-100%
