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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 23
增持 100
减持 27
方向
标的
Δ市值
现股数(环比)
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$24.8M
279,210
+1059%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$21.5M
3,516,523
+8%
增持
SPTM
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK ETF
+$20.5M
2,220,362
+16%
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。
建仓
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$18.6M
370,495
建仓
NTSX
WISDOMTREE U.S. EFFICIENT CORE FUND
+$12.6M
388,887
增持
SCHP
SCHWAB US TIPS
+$11.2M
899,864
+32%
增持
VTI
VANGUARD TOTAL STOCK MARKET
+$10.0M
415,239
+7%
增持
SPSM
SPDR PORTFOLIO SMALLCAP
+$8.7M
1,435,282
+10%
减持
MUB
ISHARES NATIONAL MUNI BOND
-$8.2M
373,007
-20%
增持
VEA
VANGUARD DEVELOPED MARKETS INDEX FUND ETF
+$7.4M
788,121
+12%
增持
VIG
VANGUARD DIVIDEND APPRECIATION
+$7.1M
92,654
+80%
减持
SPIP
SPDR PORTFOLIO TIPS ETF
-$6.8M
81,010
-77%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX ETF
+$6.6M
685,424
+10%
减持
IWB
ISHARES RUSSELL 1000 ETF
-$6.2M
38,796
-47%
增持
SCZ
ISHARES MSCI EAFE SMALL CAP INDEX
+$6.1M
319,569
+31%
建仓
QABA
FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX
+$6.0M
113,334
增持
SPDW
SPDR PORTFOLIO DEVELOPED WLD EX-US
+$5.8M
661,334
+23%
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP
+$5.6M
585,495
+17%
减持
IEFA
ISHARES CORE MSCI EAFE
-$5.5M
53,101
-68%
增持
MGV
VANGUARD MEGA CAP VAL
+$5.3M
227,221
+13%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT
+$4.9M
227,440
+6%
增持
ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET
+$4.9M
79,654
+233%
减持
VONE
VANGUARD RUSSELL 1000 ETF
-$4.2M
13,599
-66%
增持
BOND
PIMCO TOTAL RETURN ACTIVE ETF
+$4.1M
118,702
+62%
增持
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
+$4.1M
255,833
+50%
减持
XLV
SPDR HEALTH CARE SELECT SECTOR
-$4.0M
13,423
-72%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$3.9M
79,968
+60%
增持
IEF
ISHARES BARCLAYS 7-10 YR TREASURY BOND
+$3.8M
502,359
+9%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$3.5M
142,490
+1%
增持
VNQ
VANGUARD REAL ESTATE
+$3.5M
283,738
+14%
增持
SCHD
SCHWAB US DIVIDEND EQUITY
+$3.4M
225,932
+10%
增持
COM
DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF
+$3.4M
127,436
+990%
增持
TFI
SPDR NUVEEN BLMBG BARCLAYS MUNI BD ETF
+$3.4M
377,562
+20%
减持
VO
VANGUARD MID-CAP
-$3.3M
31,019
-40%
减持
VB
VANGUARD SMALL-CAP
-$3.3M
19,642
-51%
建仓
MOAT
VANECK MORNINGSTAR WIDE MOAT RESEARCH
+$3.3M
50,191
减持
GWX
SPDR S&P INTERNATIONAL SMALL CAP
-$3.2M
69,889
-65%
增持
SCHX
SCHWAB US LARGE CAP ETF
+$3.2M
122,448
+124%
增持
IJR
ISHARES CORE S&P SMALL-CAP ETF
+$3.1M
149,844
+18%
增持
FTSD
FRANKLIN SHORT DURATION U S GOVT
+$2.9M
122,800
+37%
建仓
WCN
WASTE CONNECTIONS INC NEW
+$2.8M
21,263
增持
VYM
VANGUARD HIGH DIVIDEND YIELD
+$2.8M
116,247
+12%
增持
COWZ
PACER FDS TR US CASH COWS 100
+$2.6M
273,586
+12%
增持
XT
ISHARES EXPONENTIAL TECHNOLOGIES
+$2.6M
241,756
+21%
增持
VT
VANGUARD TOTAL WORLD
+$2.5M
33,430
+694%
减持
EFA
ISHARES MSCI EAFE ETF
-$2.4M
50,026
-51%
增持
IVV
ISHARES CORE S&P 500
+$2.4M
62,198
+4%
减持
SPSB
SPDR PORTFOLIO SHORT TERM CORP BD ETF
-$2.3M
182,905
-30%
建仓
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$2.3M
15,472
增持
—
EXXON MOBIL CORPORATION
+$2.2M
88,121
+2%
增持
VONV
VANGUARD RUSSELL 1000 VALUE
+$2.1M
99,851
+31%
减持
AMZN
AMAZON.COM INC
-$2.0M
56,245
-6%
减持
VCIT
VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF
-$1.9M
67,124
-29%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL
+$1.9M
45,588
+86%
建仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$1.9M
35,053
增持
ABBV
ABBVIE INC
+$1.9M
39,185
+19%
建仓
DGRW
WISDOMTREE US DIVIDEND GROWTH
+$1.8M
30,563
增持
QWLD
SPDR MSCI WORLD QUALITY MIX
+$1.8M
32,790
+123%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS
-$1.8M
12,015
-78%
减持
TSLA
TESLA INC
-$1.8M
11,580
-5%
建仓
BALT
INNOVATOR DEFINED WLT SHLD ETF
+$1.8M
67,539
建仓
GDE
WISDOMTREE EFFCNT GLD PLS EQ STR ETF
+$1.8M
83,652
减持
SPY
SPDR S&P 500 TRUST
+$1.7M
77,463
-1%
增持
SLYG
SPDR S&P 600 SMALL CAP GROWTH
+$1.7M
107,078
+21%
增持
TFC
TRUIST FINANCIAL CORP
+$1.6M
71,171
+115%
建仓
NTSI
WISDOMTREE TR INTERNATIONL EFI
+$1.6M
49,547
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$1.6M
204,926
+10%
增持
VOO
VANGUARD S&P 500
+$1.5M
54,750
+1%
增持
JNJ
JOHNSON & JOHNSON
+$1.5M
80,026
+3%
减持
SCHH
SCHWAB US REIT
-$1.5M
86,975
-48%
增持
AGG
ISHARES CORE US AGGREGATE BOND ETF
+$1.5M
77,299
+23%
减持
KMLM
KRANESHARES TR KFA MOUNT LUCAS
-$1.4M
165,234
-2%
增持
HD
HOME DEPOT INC
+$1.4M
25,851
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC CLASS B
+$1.4M
20,712
+11%
增持
PEP
PEPSICO INCORPORATED
+$1.4M
19,011
+52%
建仓
—
FLEXSHARES REAL ASSETS ALLOCATION INDEX FUND ETF
+$1.4M
46,307
增持
FTSM
FIRST TR ENHANCED SHORT MATURITY
+$1.3M
59,523
+58%
增持
MSFT
MICROSOFT CORP
+$1.3M
64,013
+6%
增持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND
+$1.3M
209,074
+8%
增持
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
+$1.3M
48,613
+129%
增持
GUNR
FLEXSHARES MS GL UPSTREAM NAT RES IDX
+$1.3M
158,257
+7%
增持
RSPR
INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE
+$1.3M
172,373
+29%
增持
VTV
VANGUARD VALUE
+$1.3M
65,658
+2%
增持
QEFA
SPDR MSCI EAFE QUALITY MIX
+$1.3M
93,245
+10%
增持
HYD
VANECK HIGH YIELD MUNI
+$1.3M
45,420
+117%
增持
JPM
JP MORGAN CHASE & CO.
+$1.2M
41,667
+0%
增持
MNA
IQ MERGER ARBITRAGE
+$1.2M
531,115
+6%
减持
PSCT
INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY
-$1.2M
10,393
-53%
增持
MRK
MERCK & CO INC
+$1.2M
40,271
+7%
增持
DFAC
DIMENSIONAL US CORE EQUITY 2 ETF
+$1.2M
508,239
+2%
增持
CVX
CHEVRON CORP
+$1.2M
27,932
+5%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND INDEX ETF
+$1.2M
90,360
+39%
增持
BA
BOEING CO
+$1.2M
16,215
+2%
增持
ANGL
VANECK FALLEN ANGEL HIYLD BD ETF
+$1.2M
139,435
+40%
增持
SPEM
SPDR EMERGING MARKETS ETF
+$1.1M
192,152
+14%
增持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
+$1.1M
24,017
+65%
增持
NOC
NORTHROP GRUMMAN CORP
+$1.1M
2,382
+364%
建仓
ACWV
ISHARES EDGE MSCI MIN VOL GLOBAL ETF
+$1.0M
10,932
增持
QQQ
INVESCO QQQ TRUST SERIES 1
+$1.0M
52,633
+8%
增持
PG
PROCTER & GAMBLE CO
+$1.0M
29,148
+8%
增持
SPGP
INVESCO EXCHANGE TRADED FD TR S&P 500 GARP ETF
+$1.0M
97,700
+4%
增持
RZV
INVESCO S&P SMALLCAP 600 PURE VALUE
+$997.1K
53,791
+9%
增持
DTH
WISDOMTREE INTERNATIONAL HIGH DIVIDEND
+$987.3K
82,500
+27%
建仓
ISRG
INTUITIVE SURGICAL INC
+$981.8K
3,700
增持
LMT
LOCKHEED MARTIN CORP
+$978.0K
8,208
+5%
减持
FLOT
ISHARES FLOATING RATE
-$969.5K
4,420
-81%
建仓
JPIE
JP MORGAN INCOME ETF
+$961.8K
21,318
增持
NVDA
NVIDIA CORP
+$952.7K
36,654
+1%
增持
—
INVESCO DYNAMIC OIL & GAS SERVICES
+$911.0K
186,137
+1526%
增持
BND
VANGUARD TOTAL BOND MARKET
+$875.7K
21,043
+136%
增持
RF
REGIONS FINANCIAL CORP
+$868.1K
63,316
+156%
增持
IDNA
ISHARES GENOMICS IMMUNOLOGY AND HEALTHCARE ETF
+$843.7K
217,907
+24%
增持
SCHA
SCHWAB US SMALL CAP ETF
+$841.2K
30,540
+191%
减持
IWY
ISHARES TRUST RUSSELL 200 GROWTH INDEX
-$834.6K
101,115
-7%
建仓
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INC ETF
+$832.3K
16,469
增持
LLY
ELI LILLY AND COMPANY
+$830.3K
5,271
+55%
增持
ORCL
ORACLE CORPORATION
+$816.9K
34,915
+5%
增持
PFE
PFIZER INC
+$810.6K
67,849
+11%
减持
APO
APOLLO GLOBAL MANAGEMENT INC
+$801.9K
46,777
-0%
增持
SCHM
SCHWAB US MID CAP
+$777.7K
26,882
+65%
增持
FLQL
FRANKLIN LIBERTYQ US EQUITY ETF
+$774.7K
140,987
+8%
增持
HMOP
HARTFORD MUNICIPAL OPPORTUNITIES ETF
+$773.3K
48,224
+69%
建仓
FV
FIRST TRUST DORSEY WRIGHT FOCUS 5
+$765.9K
16,454
增持
SHM
SPDR NUVEEN BLMBG BARCLAYS ST MUNBD ETF
+$761.8K
222,069
+6%
增持
SRLN
SPDR BLACKSTONE / GSO SENIOR LOAN ETF
+$760.1K
24,355
+323%
增持
NKE
NIKE INC CLASS B
+$746.4K
17,814
+11%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
+$736.5K
13,809
+36%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$730.7K
18,320
-29%
增持
IHAK
ISHARES CYBERSECURITY AND TECH ETF
+$724.1K
188,464
+16%
增持
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
+$721.2K
59,752
+12%
建仓
SPTS
SPDR BARCLAYS SHORT TERM TREASURY ETF
+$715.2K
24,755
减持
MRGR
PROSHARES MERGER
-$713.3K
19,879
-47%
增持
UPS
UNITED PARCEL SERVICE INC
+$712.9K
47,163
+2%
增持
CAT
CATERPILLAR INC
+$707.4K
9,043
+2%
增持
XLE
SPDR ENERGY SELECT SECTOR ETF
+$700.8K
28,865
+14%
建仓
VGIT
VANGUARD INTERMEDIATE TERM TREASURY ETF
+$681.8K
11,659
减持
GNT
GAMCO NAT RES GOLD & INCOME TRUST
+$677.6K
724,134
-2%
建仓
FXG
FIRST TRUST CONSUMER STAPLES ALPHADEX
+$667.5K
10,633
增持
SUSL
ISHARES ESG MSCI USA LEADERS ETF
+$666.5K
13,821
+242%
建仓
SPIB
SPDR PORTFOLIO INTERM TERM CORP BD ETF
+$665.4K
20,906
减持
VTWO
VANGUARD RUSSELL 2000
-$648.1K
6,692
-60%
增持
DES
WISDOMTREE SMLCAP DIVIDEND
+$648.0K
123,521
+11%
增持
RSPU
INVESCO S&P 500 EQUAL WEIGHT UTILITIES
+$641.9K
36,917
+8%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$641.4K
31,783
-40%
建仓
AVUV
AVANTIS US SMALL CAP VALUE ETF
+$636.6K
8,544
增持
VWO
VANGUARD FTSE EMERGING MARKETS
+$634.6K
160,225
+4%
增持
FTSL
FIRST TRUST SENIOR LOAN
+$612.6K
21,789
+167%
建仓
QUS
SPDR MSCI USA STRATEGICFACTORS ETF
+$611.1K
5,540
增持
IWM
ISHARES RUSSELL 2000 ETF
+$598.4K
19,164
+15%
增持
PPA
INVESCO AEROSPACE & DEFENSE
+$596.3K
14,952
+67%
