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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 41
增持 74
减持 33
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
SCHP
SCHWAB US TIPS
+$40.5M
841,669
+693%
减持
IEF
ISHARES BARCLAYS 7-10 YR TREASURY BOND
-$38.9M
421,331
-45%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$24.8M
3,505,036
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。
+3%
建仓
GLDM
WORLD GOLD TRUST SPDR GLD MINISHARES ETF
+$21.1M
589,450
减持
QQQ
INVESCO QQQ TRUST SERIES 1
-$16.9M
39,017
-49%
减持
ARCC
ARES CAPITAL CORP
-$15.1M
10,301
-99%
建仓
IWY
ISHARES TRUST RUSSELL 200 GROWTH INDEX
+$14.6M
116,881
建仓
DFAC
DIMENSIONAL US CORE EQUITY 2 ETF
+$11.8M
504,460
减持
MUB
ISHARES NATIONAL MUNI BOND
-$11.4M
387,766
-19%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$10.8M
147,399
+799%
增持
SPTM
SPDR PORTFOLIO TOTAL STOCK MARKET
-$9.7M
1,568,331
+6%
减持
VIG
VANGUARD DIVIDEND APPRECIATION
-$8.9M
84,653
-35%
增持
COWZ
PACER FDS TR US CASH COWS 100
+$7.8M
195,737
+1375%
增持
VTI
VANGUARD TOTAL STOCK MARKET
-$7.6M
331,930
+8%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$7.4M
148,519
-3%
增持
IVV
ISHARES CORE S&P 500
+$7.4M
53,583
+88%
建仓
SPSB
SPDR PORTFOLIO SHORT TERM CORP BD ETF
+$7.4M
248,285
建仓
SCHD
SCHWAB US DIVIDEND EQUITY
+$7.3M
102,413
增持
SPSM
SPDR PORTFOLIO SMALLCAP
-$6.9M
1,427,391
+3%
增持
IJR
ISHARES CORE S&P SMALL-CAP ETF
+$6.5M
103,472
+266%
增持
SPGP
INVESCO EXCHANGE TRADED FD TR S&P 500 GARP ETF
+$6.0M
96,937
+411%
增持
VEA
VANGUARD DEVELOPED MARKETS INDEX FUND ETF
-$5.8M
805,974
+0%
建仓
SLYG
SPDR S&P 600 SMALL CAP GROWTH
+$5.6M
78,778
增持
VCIT
VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF
+$5.4M
89,197
+330%
建仓
FTSD
FRANKLIN SHORT DURATION U S GOVT
+$5.3M
58,336
减持
XLF
SPDR FINANCIAL SELECT SECTOR
-$4.9M
22,851
-84%
增持
VTV
VANGUARD VALUE
+$4.4M
42,955
+392%
建仓
BOND
PIMCO TOTAL RETURN ACTIVE ETF
+$4.1M
43,547
增持
AAPL
APPLE INC
-$4.1M
135,961
+4%
增持
NVDA
NVIDIA CORP
-$4.0M
34,261
+2%
增持
BKLN
INVESCO SENIOR LOAN
+$3.9M
420,952
+97%
建仓
FLQL
FRANKLIN LIBERTYQ US EQUITY ETF
+$3.8M
97,638
增持
VOO
VANGUARD S&P 500
-$3.5M
54,824
+1%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$3.5M
39,409
+497%
建仓
GNT
GAMCO NAT RES GOLD & INCOME TRUST
+$3.4M
734,661
建仓
RSPR
INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE
+$3.4M
103,087
建仓
QQQJ
INVESCO EXCHANGE TRADED FUND T NASDAQ NEXT GEN 100
+$3.2M
136,635
增持
XLV
SPDR HEALTH CARE SELECT SECTOR
+$3.1M
30,476
+390%
建仓
IAU
ISHARES GOLD TRUST
+$2.9M
85,778
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP
+$2.9M
552,740
+37%
增持
SPY
SPDR S&P 500 TRUST
-$2.8M
74,033
+9%
增持
SCHB
SCHWAB US BROAD MARKET ETF
+$2.7M
66,459
+1333%
建仓
GSIE
GOLDMAN SACHS ACTIVEBETA INTL EQ ETF
+$2.7M
95,930
减持
TSLA
TESLA INC
-$2.6M
4,097
-18%
减持
FLTR
VANECK INV GRADE FLOATING RATE ETF
-$2.4M
16,010
-86%
建仓
APO
APOLLO GLOBAL MANAGEMENT INC
+$2.3M
47,203
增持
MSFT
MICROSOFT CORP
-$2.3M
55,476
+4%
建仓
PSLV
SPROTT PHYSICAL SILVER UNIT
+$2.2M
320,716
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX ETF
-$2.1M
717,115
+9%
建仓
RZV
INVESCO S&P SMALLCAP 600 PURE VALUE
+$2.0M
24,320
增持
SMB
VANECK LEHMAN AMT-FREE SHRT MUNI
+$1.9M
124,125
+973%
建仓
VAW
VANGUARD MATERIALS ETF
+$1.9M
11,976
建仓
USRT
ISHARES CORE US REIT
+$1.9M
35,423
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND INDEX ETF
+$1.9M
41,985
+886%
增持
SCZ
ISHARES MSCI EAFE SMALL CAP INDEX
-$1.8M
328,862
+10%
增持
ANGL
VANECK FALLEN ANGEL HIYLD BD ETF
+$1.7M
75,273
+620%
增持
ARTY
ISHARES TR ROBOTICS ARTIF
+$1.7M
74,948
+721%
建仓
—
FIRST EAGLE ALTERNATIVE CAP BDC INC
+$1.7M
470,125
增持
SPEM
SPDR EMERGING MARKETS ETF
+$1.6M
123,771
+80%
增持
SPDW
SPDR PORTFOLIO DEVELOPED WLD EX-US
-$1.6M
441,046
+6%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD
+$1.6M
115,163
+27%
减持
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY
-$1.5M
468,627
-1%
增持
VNQ
VANGUARD REAL ESTATE
-$1.5M
283,914
+13%
增持
UPS
UNITED PARCEL SERVICE INC
-$1.4M
46,424
+0%
增持
AMZN
AMAZON.COM INC
-$1.4M
52,784
+2351%
建仓
GRX
GABELLI HEALTH CARE & WELLNESS
+$1.4M
129,764
增持
RWM
PROSHARES SHORT RUSSELL 2000
+$1.4M
69,692
+259%
增持
JNJ
JOHNSON & JOHNSON
+$1.4M
70,180
+12%
建仓
ET
ENERGY TRANSFER LP
+$1.4M
135,484
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT
-$1.2M
177,128
+12%
增持
MGV
VANGUARD MEGA CAP VAL
-$1.2M
220,341
+6%
增持
KOMP
SPDR KENSHO NEW ECONOMIES COMPOS ETF
+$1.2M
59,096
+155%
增持
PHYS
SPROTT PHYSICAL GOLD UNITS
+$1.2M
101,758
+449%
增持
DES
WISDOMTREE SMLCAP DIVIDEND
+$1.2M
116,589
+74%
建仓
SNSR
GLOBAL X INTERNT OFTHNGS THEMTC ETF
+$1.1M
43,486
增持
DIS
WALT DISNEY CO
-$1.1M
36,207
+11%
增持
GOOGL
ALPHABET INC CLASS A
-$1.0M
1,871
+2%
建仓
PEO
ADAMS NATURAL RESOURCES
+$1.0M
52,046
增持
PG
PROCTER & GAMBLE CO
+$1.0M
26,054
+46%
增持
XT
ISHARES EXPONENTIAL TECHNOLOGIES
-$967.0K
248,772
+14%
增持
—
EXXON MOBIL CORPORATION
+$936.0K
83,220
+11%
建仓
ICOW
PACER FDS TR DEVELOPED MARKETS INTL CASH COWS 100
+$924.0K
34,322
增持
TFI
SPDR NUVEEN BLMBG BARCLAYS MUNI BD ETF
+$838.0K
92,067
+30%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$832.0K
16,772
-6%
增持
IHAK
ISHARES CYBERSECURITY AND TECH ETF
-$810.0K
188,759
+9%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$792.0K
15,015
+2%
建仓
FIW
FIRST TRUST ISE WATER
+$790.0K
10,971
减持
SHM
SPDR NUVEEN BLMBG BARCLAYS ST MUNBD ETF
-$778.0K
301,091
-5%
建仓
CALF
PACER US SMALL CAP CASH COWS 100 ETF
+$756.0K
22,452
减持
—
CARNIVAL CORP
-$750.0K
53,827
-10%
建仓
MET
METLIFE INC
+$735.0K
11,702
建仓
GILD
GILEAD SCIENCES INC
+$733.0K
11,864
增持
VO
VANGUARD MID-CAP
+$726.0K
17,835
+52%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
-$718.0K
706,227
+2%
增持
BMY
BRISTOL-MYERS SQUIBB COMPANY
+$698.0K
48,963
+16%
减持
QWLD
SPDR MSCI WORLD QUALITY MIX
-$684.0K
14,468
-24%
增持
—
TRIUMPH GROUP INC
-$678.0K
60,107
+3%
减持
LQDH
ISHARES INT RATE HEDGED CORPORATE BD
-$674.0K
205,054
-0%
增持
SQ
BLOCK INC
-$657.0K
8,925
+0%
建仓
—
INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BON
+$651.0K
29,509
减持
DOCU
DOCUSIGN INC
-$640.0K
7,377
-26%
增持
HYT
BLACKROCK CORPORATE HIGH YIELD FUND INC. CLOSED-EN
+$637.0K
428,385
+34%
减持
WMT
WALMART INC
-$633.0K
20,232
-3%
建仓
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$627.0K
19,835
建仓
WIW
WESTERN ASSET CLAYMORE INFLATION-LINKED OPPORTUNIT
+$618.0K
58,647
增持
TTD
THE TRADE DESK INC COM CL A
-$616.0K
29,153
+10%
减持
IUSG
ISHARES CORE S&P US GROWTH ETF
-$610.0K
24,340
-3%
增持
MDYV
SPDR S&P 400 MID CAP VALUE
+$607.0K
22,319
+111%
减持
ULST
SPDR SSGA ULTRA SHORT TERM BOND ETF
-$592.0K
14,214
-51%
减持
SPHD
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
-$591.0K
21,478
-34%
减持
IGV
ISHARES EXPANDED TECH SOFTWARE-SECTOR ETF
-$580.0K
5,881
-6%
增持
ILMN
ILLUMINA INC
-$579.0K
3,911
+5%
增持
QEFA
SPDR MSCI EAFE QUALITY MIX
-$579.0K
99,535
+6%
建仓
LVHD
LEGG MASON LOW VOLATILITY HIGH DIVIDEND ETF
+$579.0K
15,383
增持
URI
UNITED RENTALS INC
-$577.0K
6,588
+7%
减持
DOW
DOW INC
-$573.0K
10,083
-41%
增持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
+$569.0K
12,092
+69%
建仓
TACK
CAPITOL SERIES TRUST FAIRLEAD TACTICAL SECTOR ETF
+$567.0K
23,955
增持
META
META PLATFORMS INC
-$553.0K
10,730
+5%
建仓
WOOD
ISHARES S&P GLOBAL TIMBER & FORESTRY INDEX
+$551.0K
7,405
减持
IJJ
ISHARES S&P MID-CAP 400 VALUE
-$544.0K
5,758
-42%
增持
MOO
VANECK GLOBAL AGRIBUSINESS
+$535.0K
8,947
+292%
增持
GSY
INVESCO ULTRA SHORT DURATION
+$533.0K
22,527
+92%
减持
EIM
EATON VANCE MUNI BOND FUND
-$532.0K
20,516
-69%
建仓
DIV
GLOBAL SUPERDIVIDEND US
+$530.0K
27,226
建仓
QQQE
DIREXION SHS TR NASDAQ-100 EQUAL WEIGHTED
+$524.0K
8,315
建仓
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND
+$523.0K
12,892
减持
GLD
SPDR GOLD SHARES
-$522.0K
11,623
-15%
减持
STT
STATE STREET CORP
-$508.0K
19,739
-0%
增持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
+$493.0K
36,410
+88%
增持
RSPN
INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS
+$492.0K
8,813
+80%
增持
VTIP
VANGUARD SHORT-TERM INFLATION PROTECTED SECS
+$491.0K
18,972
+111%
增持
DTH
WISDOMTREE INTERNATIONAL HIGH DIVIDEND
+$491.0K
86,559
+38%
清仓
PRK
PARK NATIONAL CORP
-$490.0K
0
-100%
减持
INTC
INTEL CORP
-$487.0K
38,879
-1%
建仓
DFAT
DIMENSIONAL US TARGETED VALUE ETF
+$484.0K
12,035
减持
XMVM
INVESCO EXCHANGE TRADED FD TR S&P MDCP VLU MNT
-$483.0K
11,453
-41%
减持
SRLN
SPDR BLACKSTONE / GSO SENIOR LOAN ETF
-$483.0K
10,574
-48%
减持
ABBV
ABBVIE INC
-$476.0K
31,836
-4%
增持
JPM
JP MORGAN CHASE & CO.
-$473.0K
23,477
+3%
减持
PWZ
INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND
-$472.0K
14,398
-55%
增持
XLE
SPDR ENERGY SELECT SECTOR ETF
+$470.0K
22,151
+52%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$464.0K
26,745
-18%
增持
FTSM
FIRST TR ENHANCED SHORT MATURITY
+$462.0K
31,252
+33%
建仓
GE
GENERAL ELECTRIC COMPANY
+$457.0K
7,180
建仓
SGDM
ALPS SPROTT GOLD MINERS
+$455.0K
18,743
增持
PAYX
PAYCHEX INC
-$450.0K
21,402
+1%
增持
NKE
NIKE INC CLASS B
-$448.0K
15,690
+3%
清仓
—
DRAFTKINGS INC CLASS A
-$446.0K
0
-100%
减持
—
SPLUNK INC
-$443.0K
5,726
-10%
