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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 11
增持 60
减持 61
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
SPYM
SPDR SER TR
-$42.2M
2,577,746
-30%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$32.1M
12,943
-95%
增持
VOO
VANGUARD INDEX FDS
+$28.8M
117,052
+133%
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。
减持
MBB
ISHARES TR
-$26.6M
10,162
-97%
减持
SPSM
SPDR SER TR
-$19.5M
947,728
-36%
减持
LQDH
ISHARES U S ETF TR
-$19.1M
13,936
-94%
增持
SHY
ISHARES TR
+$17.5M
424,359
+106%
减持
IJH
ISHARES TR
-$17.0M
71,119
-50%
增持
SPAB
SPDR SER TR
+$13.5M
1,473,344
+59%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$12.6M
524,803
-36%
增持
STIP
ISHARES TR
+$12.4M
618,195
+28%
增持
FBND
FIDELITY MERRIMACK STR TR
+$11.7M
486,740
+116%
增持
VTI
VANGUARD INDEX FDS
+$11.1M
427,473
+5%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$11.0M
498,309
-30%
减持
VOE
VANGUARD INDEX FDS
-$10.0M
46,805
-62%
减持
MUB
ISHARES TR
-$9.6M
411,551
-17%
增持
SCHX
SCHWAB STRATEGIC TR
+$9.3M
300,616
+127%
减持
SCHP
SCHWAB STRATEGIC TR
-$9.1M
706,423
-18%
减持
IEF
ISHARES TR
-$8.9M
429,553
-16%
建仓
FAPR
FIRST TR EXCHNG TRADED FD VI
+$6.8M
206,031
增持
AGG
ISHARES TR
+$6.4M
225,199
+44%
减持
SCZ
ISHARES TR
-$5.9M
239,273
-29%
减持
NVDA
NVIDIA CORPORATION
+$5.4M
38,851
-3%
增持
SHM
SPDR SER TR
+$5.2M
385,463
+42%
清仓
KRE
SPDR SER TR
-$4.7M
0
-100%
减持
BOND
PIMCO ETF TR
-$4.6M
4,448
-92%
减持
SPMD
SPDR SER TR
-$4.3M
479,293
-20%
增持
FTSD
FRANKLIN ETF TR
+$4.2M
185,871
+36%
增持
USFR
WISDOMTREE TR
+$4.2M
255,838
+48%
减持
MGV
VANGUARD WORLD FD
-$3.9M
183,949
-19%
减持
IVV
ISHARES TR
-$3.7M
51,912
-21%
增持
MSFT
MICROSOFT CORP
+$3.6M
64,681
+1%
减持
RSPR
INVESCO EXCHANGE TRADED FD T
-$3.5M
116,386
-50%
增持
RSPN
INVESCO EXCHANGE TRADED FD T
+$3.2M
23,415
+172%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.1M
335,640
+16%
清仓
SPSB
SPDR SER TR
-$3.1M
0
-100%
增持
NTSX
WISDOMTREE TR
+$3.0M
652,561
+8%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$2.8M
182,304
+46%
清仓
FJUL
FIRST TR EXCHNG TRADED FD VI
-$2.7M
0
-100%
减持
XT
ISHARES TR
-$2.5M
191,214
-24%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$2.4M
14,879
-67%
减持
USRT
ISHARES TR
-$2.4M
5,272
-90%
增持
ANGL
VANECK ETF TRUST
+$2.3M
322,049
+37%
增持
IWY
ISHARES TR
+$2.2M
103,351
+1%
减持
QQQ
INVESCO QQQ TR
+$2.2M
61,331
-4%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$2.0M
8,267
-59%
增持
SCHM
SCHWAB STRATEGIC TR
+$2.0M
50,047
+115%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.9M
64,420
+209%
减持
SPTM
SPDR SER TR
-$1.8M
2,140,228
-9%
减持
ABBV
ABBVIE INC
-$1.8M
33,661
-15%
减持
MNA
INDEXIQ ETF TR
-$1.8M
478,779
-9%
减持
DSI
ISHARES TR
-$1.7M
62,569
-30%
减持
SPDW
SPDR INDEX SHS FDS
-$1.7M
631,817
-9%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.6M
40,275
+101%
清仓
QMAR
FIRST TR EXCHNG TRADED FD VI
-$1.6M
0
-100%
清仓
QJUN
FIRST TR EXCHNG TRADED FD VI
-$1.6M
0
-100%
减持
QEFA
SPDR INDEX SHS FDS
-$1.5M
108,820
-17%
减持
TFI
SPDR SER TR
-$1.5M
102,216
-23%
增持
COP
CONOCOPHILLIPS
+$1.4M
20,721
+193%
减持
VO
VANGUARD INDEX FDS
-$1.4M
32,108
-20%
减持
IHAK
ISHARES TR
-$1.4M
156,412
-22%
减持
AMZN
AMAZON COM INC
+$1.4M
57,001
-2%
减持
VB
VANGUARD INDEX FDS
-$1.4M
15,819
-34%
增持
RZV
INVESCO EXCHANGE TRADED FD T
+$1.4M
69,150
+23%
增持
XLK
SELECT SECTOR SPDR TR
+$1.4M
30,905
+16%
增持
COWZ
PACER FDS TR
+$1.3M
336,243
+7%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.3M
574,554
+3%
增持
MRK
MERCK & CO INC
+$1.3M
49,101
+20%
减持
ACWV
ISHARES INC
-$1.3M
2,978
-82%
增持
FIW
FIRST TR EXCHANGE TRADED FD
+$1.3M
34,249
+65%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.2M
122,879
+23%
增持
KMLM
KRANESHARES TR
+$1.2M
246,805
+15%
增持
SUB
ISHARES TR
+$1.2M
43,637
+38%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.2M
119,334
+21%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.1M
115,146
+42%
清仓
PWB
INVESCO EXCHANGE TRADED FD T
-$1.1M
0
-100%
清仓
MS
MORGAN STANLEY
-$1.1M
0
-100%
增持
IJR
ISHARES TR
+$1.1M
162,741
+4%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.0M
38,365
-31%
减持
VNQ
VANGUARD INDEX FDS
-$1.0M
238,878
-5%
增持
IDV
ISHARES TR
+$1.0M
270,771
+22%
减持
IWF
ISHARES TR
-$998.1K
11,215
-33%
建仓
PSI
INVESCO EXCHANGE TRADED FD T
+$978.7K
7,155
增持
DBEF
DBX ETF TR
+$969.1K
484,493
+5%
清仓
FXO
FIRST TR EXCHANGE TRADED FD
-$960.5K
0
-100%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$947.4K
185,858
+12%
减持
UPS
UNITED PARCEL SERVICE INC
-$947.4K
45,931
-3%
减持
IDNA
ISHARES TR
-$945.2K
184,403
-18%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$937.4K
103,368
+27%
减持
SPTL
SPDR SER TR
-$920.0K
23,266
-56%
减持
SPY
SPDR S&P 500 ETF TR
-$901.6K
78,319
-10%
减持
—
INVESCO EXCHANGE TRADED FD T
-$877.8K
19,282
-90%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$874.0K
83,785
+38%
增持
GLDM
WORLD GOLD TR
+$863.8K
105,401
+31%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$856.5K
102,707
+3%
增持
VYMI
VANGUARD WHITEHALL FDS
+$853.6K
50,108
+34%
减持
DIS
DISNEY WALT CO
-$846.2K
32,694
-13%
增持
META
META PLATFORMS INC
+$825.8K
9,766
+5%
建仓
QQXT
FIRST TR EXCHANGE-TRADED FD
+$810.3K
9,608
减持
ORCL
ORACLE CORP
+$800.6K
34,182
-3%
建仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$789.4K
7,384
清仓
FXZ
FIRST TR EXCHANGE TRADED FD
-$786.1K
0
-100%
增持
SLYG
SPDR SER TR
+$773.8K
106,233
+6%
清仓
FNK
FIRST TR EXCHANGE-TRADED ALP
-$753.7K
0
-100%
建仓
AVLV
AMERICAN CENTY ETF TR
+$752.8K
14,110
清仓
FAB
FIRST TR MULTI CP VAL ALPHA
-$750.3K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$725.1K
7,843
+75%
减持
GNT
GAMCO NAT RES GOLD & INCOME
-$724.0K
585,846
-17%
减持
IUSG
ISHARES TR
-$716.0K
30,139
-27%
增持
LLY
LILLY ELI & CO
+$709.5K
5,621
+0%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$702.2K
28,932
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$699.0K
33,654
+39%
减持
RWL
INVESCO EXCH TRADED FD TR II
-$697.2K
24,610
-30%
减持
CVX
CHEVRON CORP NEW
-$695.8K
23,333
-13%
减持
SPMB
SPDR SER TR
-$688.9K
22,201
-58%
增持
PFXF
VANECK ETF TRUST
+$688.0K
118,083
+49%
建仓
FSZ
FIRST TR EXCH TRD ALPHDX FD
+$683.3K
11,381
增持
JPM
JPMORGAN CHASE & CO
+$672.0K
43,122
+0%
减持
—
EXXON MOBIL CORP
-$671.4K
81,950
-5%
增持
TSLA
TESLA INC
+$661.7K
12,120
+0%
减持
ICLN
ISHARES TR
-$659.0K
30,228
-51%
清仓
RWM
PROSHARES TR
-$645.8K
0
-100%
清仓
—
PROSHARES TR
-$641.5K
0
-100%
增持
GSIE
GOLDMAN SACHS ETF TR
+$641.2K
150,436
+14%
增持
BALT
INNOVATOR ETFS TR
+$636.2K
252,698
+7%
减持
IWB
ISHARES TR
-$634.2K
20,458
-18%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$631.3K
31,363
清仓
DIV
GLOBAL X FDS
-$630.4K
0
-100%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$627.2K
5,320
+4%
增持
APO
APOLLO GLOBAL MGMT INC
+$624.1K
45,686
+0%
清仓
DIVO
AMPLIFY ETF TR
-$612.8K
0
-100%
增持
ALB
ALBEMARLE CORP
+$579.4K
4,568
+130%
清仓
XSLV
INVESCO EXCH TRADED FD TR II
-$577.9K
0
-100%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$570.0K
2
+100%
减持
EFA
ISHARES TR
-$548.8K
43,493
-16%
减持
VSGX
VANGUARD WORLD FD
-$548.3K
4,816
-69%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$539.8K
6,683
增持
TFLO
ISHARES TR
+$538.7K
18,972
+127%
减持
AAPL
APPLE INC
+$536.4K
147,599
-13%
增持
SPIB
SPDR SER TR
+$533.6K
43,892
+63%
建仓
FPEI
FIRST TR EXCH TRADED FD III
+$532.1K
31,580
减持
VONV
VANGUARD SCOTTSDALE FDS
-$531.3K
103,515
-10%
建仓
AIQ
GLOBAL X FDS
+$530.8K
18,983
减持
JNJ
JOHNSON & JOHNSON
+$523.0K
78,084
-2%
清仓
SPHY
SPDR SER TR
-$522.0K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$519.9K
119,863
-4%
清仓
—
CANADIAN PAC RY LTD
-$517.0K
0
-100%
增持
MOAT
VANECK ETF TRUST
+$494.4K
53,246
+5%
增持
BX
BLACKSTONE INC
+$479.3K
15,529
+41%
减持
VTV
VANGUARD INDEX FDS
-$467.7K
58,861
-8%
