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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 20
增持 90
减持 33
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
STIP
ISHARES TR
+$20.8M
482,894
+73%
增持
SPYM
SPDR SER TR
+$18.3M
3,665,394
+4%
减持
CMBS
ISHARES TR
-$16.9M
12,113
-97%
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
VOE
VANGUARD INDEX FDS
+$15.0M
123,148
+985%
增持
MUB
ISHARES TR
+$14.1M
496,371
+33%
增持
SPTM
SPDR SER TR
+$13.4M
2,347,043
+6%
减持
TFI
SPDR SER TR
-$11.0M
132,264
-65%
增持
FBND
FIDELITY MERRIMACK STR TR
+$10.2M
225,565
+4484%
减持
USFR
WISDOMTREE TR
-$9.9M
172,925
-53%
增持
NTSX
WISDOMTREE TR
+$8.5M
603,493
+55%
增持
AGG
ISHARES TR
+$8.1M
156,834
+103%
增持
QQQ
INVESCO QQQ TR
+$6.5M
63,778
+21%
增持
AAPL
APPLE INC
+$6.1M
170,366
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$6.0M
87,005
+12%
清仓
QABA
FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX
-$6.0M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$5.7M
39,851
+9%
减持
BOND
PIMCO ETF TR
-$5.7M
54,241
-54%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$5.3M
99,852
+956%
建仓
KRE
SPDR SER TR
+$4.7M
106,097
增持
BALT
INNOVATOR ETFS TR
+$4.6M
235,460
+249%
减持
ITOT
ISHARES TR
-$4.3M
27,401
-66%
增持
SCHD
SCHWAB STRATEGIC TR
+$4.2M
290,241
+28%
减持
RSPU
INVESCO EXCHANGE TRADED FD T
-$4.1M
1,865
-95%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$3.7M
166,598
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.7M
814,444
+3%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$3.7M
711,938
+4%
减持
VTI
VANGUARD INDEX FDS
+$3.7M
406,900
-2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.5M
98,906
+182%
减持
HYT
BLACKROCK CORPOR HI YLD FD I
-$3.4M
25,054
-94%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.4M
113,349
+22%
建仓
JAAA
JANUS DETROIT STR TR
+$3.3M
67,382
增持
LVHD
LEGG MASON ETF INVT
+$3.3M
98,527
+959%
增持
SPSM
SPDR SER TR
+$3.3M
1,491,500
+4%
清仓
TRPA
HARTFORD SHORT DURATION ETF
-$3.1M
0
-100%
增持
QEFA
SPDR INDEX SHS FDS
+$3.1M
131,186
+41%
减持
MSFT
MICROSOFT CORP
+$3.1M
63,958
-0%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$3.0M
13,348
-78%
增持
IVV
ISHARES TR
+$3.0M
65,334
+5%
增持
ANGL
VANECK ETF TRUST
+$2.8M
235,339
+69%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$2.8M
81,593
+283%
建仓
RWL
INVESCO EXCH TRADED FD TR II
+$2.7M
35,033
增持
MBB
ISHARES TR
+$2.7M
290,528
+8%
增持
SPDW
SPDR INDEX SHS FDS
+$2.6M
692,060
+5%
减持
IWB
ISHARES TR
-$2.5M
24,955
-36%
增持
SHM
SPDR SER TR
+$2.5M
271,180
+22%
增持
SPAB
SPDR SER TR
+$2.4M
927,317
+8%
减持
VNQ
VANGUARD INDEX FDS
-$2.4M
252,576
-11%
增持
VTIP
VANGUARD MALVERN FDS
+$2.4M
100,921
+96%
增持
IEF
ISHARES TR
+$2.3M
508,352
+1%
减持
SPSB
SPDR SER TR
-$2.2M
105,436
-42%
增持
VO
VANGUARD INDEX FDS
+$2.2M
40,252
+30%
增持
COM
DIREXION SHS ETF TR
+$2.1M
192,294
+51%
增持
GDE
WISDOMTREE TR
+$2.1M
161,451
+93%
增持
COWZ
PACER FDS TR
+$2.1M
314,276
+15%
减持
IXUS
ISHARES TR
-$2.0M
57,333
-41%
增持
DSI
ISHARES TR
+$2.0M
89,066
+30%
增持
IWY
ISHARES TR
+$2.0M
102,145
+1%
减持
MTUM
ISHARES TR
-$2.0M
2,001
-87%
减持
SUB
ISHARES TR
-$2.0M
31,730
-38%
增持
SCZ
ISHARES TR
+$2.0M
336,243
+5%
增持
XLK
SELECT SECTOR SPDR TR
+$2.0M
26,637
+60%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.9M
235,598
+4%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.9M
560,401
+10%
增持
GLDM
WORLD GOLD TR
+$1.9M
80,566
+126%
增持
RSPR
INVESCO EXCHANGE TRADED FD T
+$1.8M
232,479
+35%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.8M
124,698
+38%
增持
SRLN
SSGA ACTIVE ETF TR
+$1.8M
67,024
+175%
增持
XT
ISHARES TR
+$1.7M
250,098
+3%
减持
JNJ
JOHNSON & JOHNSON
-$1.7M
80,010
-0%
增持
VGT
VANGUARD WORLD FDS
+$1.7M
7,502
+105%
减持
SPIP
SPDR SER TR
-$1.7M
13,864
-83%
增持
SPEM
SPDR INDEX SHS FDS
+$1.7M
235,055
+22%
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.7M
37,340
+255%
增持
LQDH
ISHARES U S ETF TR
+$1.7M
223,108
+8%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.6M
45,150
-33%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.6M
48,391
+45%
增持
TFC
TRUIST FINL CORP
+$1.6M
135,737
+91%
清仓
—
FIRST EAGLE ALTERNATIVE CAP BDC INC
-$1.5M
0
-100%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$1.4M
289,624
+13%
增持
SPMD
SPDR SER TR
+$1.4M
598,535
+2%
增持
QUAL
ISHARES TR
+$1.4M
84,765
+6%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$1.4M
547,445
+12%
增持
FTSD
FRANKLIN ETF TR
+$1.4M
136,930
+12%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$1.3M
19,940
+47%
减持
SPYV
SPDR SER TR
-$1.3M
114,975
-26%
建仓
PVI
INVESCO EXCH TRADED FD TR II
+$1.3M
52,665
增持
WCN
WASTE CONNECTIONS INC
+$1.3M
29,675
+40%
增持
AMZN
AMAZON COM INC
+$1.3M
58,322
+4%
增持
KMLM
KRANESHARES TR
+$1.3M
213,693
+29%
减持
IEI
ISHARES TR
-$1.3M
12,827
-47%
增持
IUSG
ISHARES TR
+$1.2M
41,216
+38%
增持
PFXF
VANECK ETF TRUST
+$1.2M
79,237
+612%
增持
SPTL
SPDR SER TR
+$1.2M
52,321
+228%
增持
IHAK
ISHARES TR
+$1.1M
201,797
+7%
增持
NTSI
WISDOMTREE TR
+$1.1M
77,932
+57%
增持
VUG
VANGUARD INDEX FDS
+$1.1M
15,047
+21%
减持
IJH
ISHARES TR
+$1.1M
142,151
-0%
增持
TSLA
TESLA INC
+$1.1M
12,104
+5%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$1.1M
43,486
增持
VONV
VANGUARD SCOTTSDALE FDS
+$1.0M
115,186
+15%
减持
RWM
PROSHARES TR
-$1.0M
26,940
-61%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$1.0M
19,514
增持
UPS
UNITED PARCEL SERVICE INC
+$981.7K
47,325
+0%
增持
IJR
ISHARES TR
+$979.9K
156,786
+5%
减持
DBEF
DBX ETF TR
+$977.4K
459,303
-3%
建仓
FXO
FIRST TR EXCHANGE TRADED FD
+$960.5K
25,729
增持
VB
VANGUARD INDEX FDS
+$947.7K
24,017
+22%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$944.5K
57,747
+48%
增持
HYD
VANECK ETF TRUST
+$940.3K
62,549
+38%
清仓
SUSL
ISHARES ESG MSCI USA LEADERS ETF
-$916.5K
0
-100%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$910.7K
3,951
增持
SCHX
SCHWAB STRATEGIC TR
+$889.4K
132,685
+8%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$883.2K
37,284
增持
QWLD
SPDR INDEX SHS FDS
+$881.7K
39,813
+21%
清仓
FCG
FIRST TRUST ISE-REVERE NATURAL GAS
-$866.6K
0
-100%
增持
META
META PLATFORMS INC
+$854.9K
9,328
+0%
增持
AVUV
AMERICAN CENTY ETF TR
+$846.6K
20,028
+134%
增持
DFAT
DIMENSIONAL ETF TRUST
+$844.0K
32,521
+137%
减持
HD
HOME DEPOT INC
-$838.4K
24,827
-4%
建仓
FLQM
FRANKLIN TEMPLETON ETF TR
+$820.5K
18,968
建仓
FXD
FIRST TR EXCHANGE TRADED FD
+$796.7K
15,342
建仓
DFAU
DIMENSIONAL ETF TRUST
+$790.7K
27,482
建仓
FXZ
FIRST TR EXCHANGE TRADED FD
+$786.1K
12,035
减持
DIV
GLOBAL X FDS
-$771.4K
36,126
-52%
增持
CION
CION INVT CORP
+$760.8K
146,498
+108%
清仓
TLH
ISHARES BARCLAYS 10-20 YR TREASURY BOND
-$757.9K
0
-100%
建仓
FNK
FIRST TR EXCHANGE-TRADED ALP
+$753.7K
17,250
建仓
FAB
FIRST TR MULTI CP VAL ALPHA
+$750.3K
10,768
建仓
PKB
INVESCO EXCHANGE TRADED FD T
+$742.1K
16,171
清仓
FXN
FIRST TRUST ENERGY ALPHADEX
-$725.4K
0
-100%
增持
SGOV
ISHARES TR
+$721.2K
12,955
+123%
减持
PFE
PFIZER INC
-$718.5K
67,601
-0%
建仓
EMTL
SSGA ACTIVE TR
+$665.8K
16,287
减持
GOOGL
ALPHABET INC
+$665.5K
45,620
-1%
减持
NOC
NORTHROP GRUMMAN CORP
-$657.6K
1,391
-42%
增持
FXH
FIRST TR EXCHANGE TRADED FD
+$656.4K
8,988
+215%
增持
VYM
VANGUARD WHITEHALL FDS
+$654.6K
125,438
+8%
减持
GRX
GABELLI HLTHCARE & WELLNESS
-$649.4K
57,943
-52%
减持
CVX
CHEVRON CORP NEW
-$646.3K
26,767
-4%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$634.6K
7,448
-66%
增持
PHO
INVESCO EXCHANGE TRADED FD T
+$629.5K
19,498
+145%
建仓
HEFA
ISHARES TR
+$626.8K
21,270
增持
SOXX
ISHARES TR
+$618.0K
2,300
+98%
增持
—
FLEXSHARES TR
+$612.4K
66,144
+43%
增持
DTH
WISDOMTREE TR
+$592.0K
94,323
+14%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$584.2K
6,173
-20%
增持
CALF
PACER FDS TR
+$578.0K
37,075
+60%
建仓
XDEC
FIRST TR EXCHNG TRADED FD VI
+$573.9K
18,383
增持
IWM
ISHARES TR
+$570.1K
21,926
+14%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$567.9K
168,651
+5%
