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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 15
增持 104
减持 28
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
USFR
WISDOMTREE TR
+$28.8M
867,441
+195%
增持
SPYM
SPDR SER TR
+$18.7M
2,637,748
+3%
减持
MNA
INDEXIQ ETF TR
-$13.2M
37,635
-92%
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
SPTM
SPDR SER TR
+$11.3M
2,084,099
-1%
增持
VTI
VANGUARD INDEX FDS
+$10.6M
413,537
+0%
建仓
EMXC
ISHARES INC
+$10.1M
182,595
增持
TFI
SPDR SER TR
+$9.2M
295,199
+178%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$8.8M
19,675
-90%
增持
COWZ
PACER FDS TR
+$8.4M
483,151
+43%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$8.1M
149,643
+1035%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$7.8M
269,194
+105%
增持
SPY
SPDR S&P 500 ETF TR
+$7.5M
91,688
+9%
增持
AGG
ISHARES TR
+$7.2M
260,345
+31%
增持
FBND
FIDELITY MERRIMACK STR TR
+$7.1M
679,261
+22%
增持
QQQ
INVESCO QQQ TR
+$6.3M
76,505
+10%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$6.1M
721,388
+24%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$5.9M
39,673
-79%
增持
SCHX
SCHWAB STRATEGIC TR
+$5.7M
391,025
+21%
增持
SCHD
SCHWAB STRATEGIC TR
+$5.6M
430,699
+12%
增持
ARCC
ARES CAPITAL CORP
+$5.6M
291,333
+2224%
增持
SPSM
SPDR SER TR
+$5.2M
956,854
+1%
增持
IWY
ISHARES TR
+$4.7M
117,655
+14%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$4.7M
142,556
减持
IDV
ISHARES TR
-$4.6M
26,494
-87%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$4.4M
72,208
增持
IJR
ISHARES TR
+$4.4M
203,612
+9%
增持
MOAT
VANECK ETF TRUST
+$4.3M
161,024
+31%
增持
SPTL
SPDR SER TR
+$4.3M
165,541
+815%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$4.2M
161,806
+27%
增持
SPAB
SPDR SER TR
+$4.1M
1,769,359
+4%
增持
IWB
ISHARES TR
+$3.9M
30,046
+78%
增持
NTSX
WISDOMTREE TR
+$3.8M
696,152
+3%
减持
MUB
ISHARES TR
-$3.7M
347,639
-14%
增持
SPMD
SPDR SER TR
+$3.7M
536,773
+5%
减持
MSFT
MICROSOFT CORP
+$3.6M
64,622
-1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$3.6M
397,695
-20%
减持
SPEM
SPDR INDEX SHS FDS
-$3.5M
120,391
-48%
减持
VOE
VANGUARD INDEX FDS
-$3.5M
18,430
-61%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$3.4M
188,968
-36%
增持
DFAC
DIMENSIONAL ETF TRUST
+$3.4M
607,984
+11%
增持
TFC
TRUIST FINL CORP
+$3.3M
215,115
+33%
建仓
XCEM
COLUMBIA ETF TR II
+$3.2M
107,086
增持
STIP
ISHARES TR
+$3.2M
693,368
+3%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$3.0M
60,846
-45%
增持
ANGL
VANECK ETF TRUST
+$2.9M
426,266
+23%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.9M
555,467
+2%
减持
SCHP
SCHWAB STRATEGIC TR
-$2.7M
661,908
-10%
建仓
HTAB
HARTFORD FDS EXCHANGE TRADED
+$2.7M
137,401
增持
VO
VANGUARD INDEX FDS
+$2.6M
39,303
+26%
减持
FTSD
FRANKLIN ETF TR
-$2.6M
177,941
-15%
增持
NVDA
NVIDIA CORPORATION
+$2.5M
39,675
+1%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$2.5M
227,767
+45%
增持
CALF
PACER FDS TR
+$2.5M
85,886
+117%
减持
AAPL
APPLE INC
+$2.3M
144,526
-3%
增持
XLK
SELECT SECTOR SPDR TR
+$2.3M
37,981
+24%
减持
VNQ
VANGUARD INDEX FDS
+$2.3M
235,253
-4%
减持
SMB
VANECK ETF TRUST
-$2.2M
44,286
-75%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.1M
105,494
+3%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$2.1M
130,762
+60%
增持
SPDW
SPDR INDEX SHS FDS
+$2.0M
654,611
+0%
增持
SPIP
SPDR SER TR
+$2.0M
98,391
+354%
增持
EFA
ISHARES TR
+$2.0M
65,587
+52%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.9M
102,931
+60%
增持
VB
VANGUARD INDEX FDS
+$1.9M
22,376
+49%
增持
AMZN
AMAZON COM INC
+$1.9M
62,409
+5%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.9M
102,912
+42%
建仓
HTRB
HARTFORD FDS EXCHANGE TRADED
+$1.8M
53,209
减持
VOO
VANGUARD INDEX FDS
+$1.8M
106,516
-6%
减持
SHY
ISHARES TR
-$1.8M
252,781
-9%
增持
SCZ
ISHARES TR
+$1.8M
255,511
+3%
增持
SHM
SPDR SER TR
+$1.7M
399,183
+6%
增持
QEFA
SPDR INDEX SHS FDS
+$1.6M
70,300
+32%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.6M
61,948
+20%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.5M
128,014
+4%
增持
VUG
VANGUARD INDEX FDS
+$1.4M
17,199
+19%
建仓
NVR
NVR INC
+$1.4M
201
减持
IVV
ISHARES TR
+$1.4M
50,936
-5%
增持
TBIL
RBB FD INC
+$1.4M
36,245
+345%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$1.4M
82,443
+146%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.3M
69,403
+21%
增持
HD
HOME DEPOT INC
+$1.3M
26,407
+2%
增持
—
EXXON MOBIL CORP
-$1.3M
80,747
+1%
增持
SLYG
SPDR SER TR
+$1.3M
90,976
+6%
增持
DBEF
DBX ETF TR
+$1.3M
516,848
+1%
建仓
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$1.3M
51,732
增持
VOT
VANGUARD INDEX FDS
+$1.3M
9,267
+134%
增持
VTV
VANGUARD INDEX FDS
+$1.3M
63,655
+6%
增持
META
META PLATFORMS INC
+$1.2M
11,798
+20%
减持
VTWV
VANGUARD SCOTTSDALE FDS
-$1.2M
2,785
-79%
减持
CION
CION INVT CORP
-$1.2M
27,715
-81%
清仓
MTB
M & T BK CORP
-$1.2M
0
-100%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$1.2M
43,687
+33%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$1.1M
34,430
+46%
增持
VBK
VANGUARD INDEX FDS
+$1.1M
6,796
+192%
减持
IJH
ISHARES TR
+$1.1M
64,668
-4%
增持
KEY
KEYCORP
+$1.1M
88,367
+535%
增持
INTC
INTEL CORP
+$1.1M
45,630
+35%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.1M
5,186
+60%
减持
QUAL
ISHARES TR
+$1.1M
73,442
-0%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$1.1M
38,301
+97%
增持
BX
BLACKSTONE INC
+$1.0M
20,567
+32%
建仓
UTEN
RBB FD INC
+$1.0M
22,373
增持
DFIC
DIMENSIONAL ETF TRUST
+$985.7K
78,332
+80%
增持
ADBE
ADOBE INC
+$957.3K
6,086
+16%
增持
GDE
WISDOMTREE TR
+$947.0K
179,392
+4%
增持
AVGO
BROADCOM INC
+$937.5K
2,571
+10%
增持
MGK
VANGUARD WORLD FD
+$934.1K
8,203
+56%
建仓
—
VICTORY PORTFOLIOS II
+$918.6K
13,750
增持
GDX
VANECK ETF TRUST
+$915.1K
36,019
+380%
增持
GSIE
GOLDMAN SACHS ETF TR
+$902.6K
170,987
+10%
建仓
NJR
NEW JERSEY RES CORP
+$886.5K
19,885
建仓
PVAL
PUTNAM ETF TRUST
+$882.1K
27,969
增持
AVUV
AMERICAN CENTY ETF TR
+$876.4K
46,667
+10%
增持
SCHH
SCHWAB STRATEGIC TR
+$865.0K
90,284
+59%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$863.5K
58,420
+76%
增持
XLI
SELECT SECTOR SPDR TR
+$827.1K
13,622
+90%
增持
NOW
SERVICENOW INC
+$818.8K
4,006
+11%
减持
VTIP
VANGUARD MALVERN FDS
-$816.9K
85,646
-17%
增持
AIQ
GLOBAL X FDS
+$810.1K
40,448
+141%
减持
IEF
ISHARES TR
+$803.6K
442,833
-3%
增持
SMH
VANECK ETF TRUST
+$797.3K
6,269
+204%
增持
DFCF
DIMENSIONAL ETF TRUST
+$788.0K
28,240
+178%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$767.1K
41,532
+28%
建仓
XLY
SELECT SECTOR SPDR TR
+$751.7K
4,204
增持
VTEB
VANGUARD MUN BD FDS
+$748.5K
41,352
+46%
清仓
—
SPLUNK INC
-$743.5K
0
-100%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$734.4K
85,912
+36%
减持
EWX
SPDR INDEX SHS FDS
-$724.3K
5,577
-71%
增持
PSCT
INVESCO EXCH TRADED FD TR II
+$718.1K
29,402
+84%
增持
FLQL
FRANKLIN TEMPLETON ETF TR
+$712.6K
131,480
+2%
增持
XLRE
SELECT SECTOR SPDR TR
+$711.3K
31,138
+98%
增持
GNR
SPDR INDEX SHS FDS
+$700.2K
17,767
+223%
增持
GOOG
ALPHABET INC
+$697.2K
26,186
+15%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
+$696.4K
165,289
-2%
建仓
—
ON HLDG AG
+$693.8K
25,725
增持
EFV
ISHARES TR
+$691.9K
112,385
+6%
增持
XLV
SELECT SECTOR SPDR TR
+$687.5K
18,272
+30%
增持
FLTR
VANECK ETF TRUST
+$685.9K
83,002
+50%
增持
GWX
SPDR INDEX SHS FDS
+$676.1K
62,362
+39%
增持
HEFA
ISHARES TR
+$672.9K
34,675
+149%
增持
AMD
ADVANCED MICRO DEVICES INC
+$672.0K
12,664
+9%
增持
ITOT
ISHARES TR
+$672.0K
25,676
+19%
增持
ITB
ISHARES TR
+$670.2K
8,802
+207%
清仓
MRGR
PROSHARES TR
-$664.5K
0
-100%
增持
CAT
CATERPILLAR INC
+$649.7K
10,416
+17%
建仓
VRT
VERTIV HOLDINGS CO
+$649.4K
13,521
增持
LLY
ELI LILLY & CO
+$648.1K
6,434
+11%
增持
XLC
SELECT SECTOR SPDR TR
+$645.6K
12,122
+238%
增持
KMLM
KRANESHARES TR
-$636.4K
310,110
+5%
增持
DFSV
DIMENSIONAL ETF TRUST
+$635.6K
37,421
+109%
