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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 9
增持 97
减持 35
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SER TR
+$23.9M
3,330,188
+8%
增持
NVDA
NVIDIA CORPORATION
+$15.6M
425,065
+940%
增持
AAPL
APPLE INC
+$11.3M
218,309
+8%
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
SPTM
SPDR SER TR
+$7.5M
2,155,802
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$5.5M
180,913
+2%
减持
ARCC
ARES CAPITAL CORP
-$5.1M
20,044
-92%
清仓
IGLB
ISHARES TR
-$5.0M
0
-100%
增持
MSFT
MICROSOFT CORP
+$4.8M
94,771
+6%
增持
STIP
ISHARES TR
+$4.7M
807,384
+6%
增持
QQQ
INVESCO QQQ TR
+$4.0M
98,066
+1%
增持
SPMD
SPDR SER TR
+$4.0M
824,630
+15%
增持
VTI
VANGUARD INDEX FDS
+$3.3M
424,202
+0%
增持
SPAB
SPDR SER TR
+$2.8M
2,073,901
+6%
增持
USFR
WISDOMTREE TR
+$2.8M
1,029,257
+6%
增持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$2.7M
245,959
+27%
减持
IJH
ISHARES TR
-$2.7M
245,427
-13%
增持
BILS
SPDR SER TR
+$2.5M
29,628
+586%
减持
SHY
ISHARES TR
-$2.5M
189,410
-14%
减持
SCHD
SCHWAB STRATEGIC TR
-$2.5M
429,158
-3%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$2.4M
835,740
+7%
增持
IEF
ISHARES TR
+$2.3M
515,334
+6%
增持
AMZN
AMAZON COM INC
+$2.3M
90,684
+7%
增持
DFAC
DIMENSIONAL ETF TRUST
+$2.2M
669,774
+10%
增持
DBEF
DBX ETF TR
+$2.1M
609,690
+8%
减持
SHYD
VANECK ETF TRUST
-$2.1M
16,284
-85%
增持
GOOGL
ALPHABET INC
+$2.0M
54,214
+4%
减持
SCHX
SCHWAB STRATEGIC TR
-$2.0M
230,218
-15%
增持
AVGO
BROADCOM INC
+$2.0M
4,330
+15%
减持
CALF
PACER FDS TR
-$1.9M
126,994
-16%
清仓
LKQ
LKQ CORP
-$1.9M
0
-100%
增持
GSY
POWERSHARES ACTIVELY MANAGED
+$1.9M
55,681
+205%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.8M
78,119
+68%
增持
JAAA
JANUS DETROIT STR TR
+$1.8M
108,129
+48%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.8M
160,866
+33%
增持
NTSX
WISDOMTREE TR
+$1.8M
881,914
+1%
增持
COWZ
PACER FDS TR
+$1.7M
550,647
+13%
增持
SPSM
SPDR SER TR
+$1.7M
1,234,953
+7%
增持
LLY
ELI LILLY & CO
+$1.6M
9,408
+6%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$1.6M
180,612
+50%
减持
VOO
VANGUARD INDEX FDS
+$1.5M
129,641
-2%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.5M
808,400
+5%
增持
COST
COSTCO WHSL CORP NEW
+$1.4M
7,084
+13%
建仓
ALAB
ASTERA LABS INC
+$1.4M
23,296
减持
VTIP
VANGUARD MALVERN FDS
-$1.4M
54,380
-36%
增持
GOOG
ALPHABET INC
+$1.4M
31,871
+9%
减持
ITW
ILLINOIS TOOL WKS INC
-$1.4M
8,212
-34%
增持
TBIL
RBB FD INC
+$1.4M
81,112
+52%
增持
AGG
ISHARES TR
+$1.4M
347,040
+5%
增持
BOND
PIMCO ETF TR
+$1.3M
18,426
+412%
增持
ICLN
ISHARES TR
+$1.3M
127,199
+403%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$1.3M
172,021
-4%
增持
HD
HOME DEPOT INC
-$1.3M
38,924
+2%
增持
IWF
ISHARES TR
+$1.3M
14,158
+23%
减持
IWM
ISHARES TR
-$1.3M
23,622
-18%
增持
SPDW
SPDR INDEX SHS FDS
+$1.2M
725,135
+7%
减持
SLYG
SPDR SER TR
-$1.2M
92,532
-12%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.2M
144,318
+31%
增持
PANW
PALO ALTO NETWORKS INC
+$1.2M
8,068
+46%
增持
MUB
ISHARES TR
+$1.1M
408,516
+4%
减持
SCHP
SCHWAB STRATEGIC TR
-$1.1M
645,666
-3%
增持
VUG
VANGUARD INDEX FDS
+$1.1M
19,772
+9%
增持
QUAL
ISHARES TR
+$1.1M
60,335
+8%
增持
XLE
SELECT SECTOR SPDR TR
+$1.1M
70,890
+25%
增持
SPYG
SPDR SER TR
+$1.1M
105,426
+5%
增持
META
META PLATFORMS INC
+$1.0M
13,442
+14%
建仓
ARKB
ARK 21SHARES BITCOIN ETF
+$1.0M
17,349
增持
BIL
SPDR SER TR
+$997.7K
139,512
+8%
增持
SPYV
SPDR SER TR
+$997.6K
196,868
+15%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$972.2K
184,635
+11%
清仓
RSPR
INVESCO EXCHANGE TRADED FD T
-$962.3K
0
-100%
增持
WCN
WASTE CONNECTIONS INC
+$959.0K
28,809
+21%
减持
XLK
SELECT SECTOR SPDR TR
-$957.4K
30,708
-19%
减持
HON
HONEYWELL INTL INC
-$953.2K
6,063
-45%
增持
JPM
JPMORGAN CHASE & CO.
+$952.0K
55,173
+8%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$927.0K
17,411
增持
MGK
VANGUARD WORLD FD
+$925.4K
8,837
+37%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$924.8K
100,457
+48%
增持
SHM
SPDR SER TR
+$902.3K
474,082
+5%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$889.4K
191,788
+15%
增持
TSLA
TESLA INC
+$880.2K
17,467
+19%
增持
TFC
TRUIST FINL CORP
+$848.6K
241,665
+10%
清仓
SYY
SYSCO CORP
-$837.3K
0
-100%
增持
ANGL
VANECK ETF TRUST
+$836.8K
500,549
+9%
增持
EMXC
ISHARES INC
+$835.2K
192,639
+5%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$830.9K
181,485
+27%
建仓
FDV
FEDERATED HERMES ETF TRUST
+$810.9K
32,639
增持
NOW
SERVICENOW INC
+$805.3K
5,505
+19%
增持
RSSB
TIDAL TR II
+$797.6K
56,698
+160%
清仓
LW
LAMB WESTON HLDGS INC
-$785.1K
0
-100%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$782.4K
60,234
-12%
清仓
CAG
CONAGRA BRANDS INC
-$763.9K
0
-100%
增持
DFIC
DIMENSIONAL ETF TRUST
+$753.1K
116,777
+35%
增持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$752.0K
89,732
+53%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$751.0K
62,485
+25%
建仓
GPIX
GOLDMAN SACHS ETF TR
+$737.6K
15,538
增持
WMT
WALMART INC
+$716.9K
72,829
+4%
减持
SCHM
SCHWAB STRATEGIC TR
-$710.0K
45,572
-13%
增持
QCOM
QUALCOMM INC
+$696.4K
21,739
+1%
建仓
JPRE
J P MORGAN EXCHANGE TRADED F
+$695.1K
15,761
增持
GLD
SPDR GOLD TR
+$683.5K
12,244
+29%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$679.8K
33,980
-21%
减持
MCD
MCDONALDS CORP
-$679.8K
9,353
-14%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$666.0K
9,930
+267%
增持
ORCL
ORACLE CORP
+$664.1K
35,400
+3%
清仓
WDAY
WORKDAY INC
-$663.5K
0
-100%
增持
VGT
VANGUARD WORLD FD
+$661.0K
7,583
+7%
减持
MGV
VANGUARD WORLD FD
-$643.7K
138,404
-3%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$637.3K
233,572
+6%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$635.4K
48,272
+35%
增持
FTSD
FRANKLIN ETF TR
+$634.4K
208,106
+4%
增持
JNJ
JOHNSON & JOHNSON
-$628.9K
76,535
+2%
减持
XLRE
SELECT SECTOR SPDR TR
-$614.6K
5,650
-73%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$602.2K
185,348
+15%
减持
SCHA
SCHWAB STRATEGIC TR
-$601.4K
70,164
-12%
增持
VDC
VANGUARD WORLD FD
+$599.2K
5,384
+123%
减持
PEP
PEPSICO INC
-$579.4K
18,731
-11%
减持
PAYX
PAYCHEX INC
-$570.7K
20,119
-16%
增持
CRM
SALESFORCE INC
+$564.3K
10,117
+50%
清仓
EWW
ISHARES INC
-$552.9K
0
-100%
减持
DXCM
DEXCOM INC
-$550.9K
19,909
-2%
增持
XLC
SELECT SECTOR SPDR TR
+$546.9K
13,203
+85%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$542.0K
5,801
+11%
增持
MMM
3M CO
+$534.0K
21,821
+36%
增持
GLW
CORNING INC
+$532.6K
31,538
+50%
减持
RZV
INVESCO EXCHANGE TRADED FD T
-$527.9K
45,130
-3%
建仓
GEV
GE VERNOVA INC
+$527.4K
3,075
减持
COP
CONOCOPHILLIPS
-$524.5K
9,076
-26%
增持
VNQ
VANGUARD INDEX FDS
-$524.1K
232,782
+1%
减持
DON
WISDOMTREE TR
-$519.0K
77,951
-9%
增持
BALT
INNOVATOR ETFS TRUST
+$517.9K
256,247
+4%
减持
HMOP
HARTFORD FDS EXCHANGE TRADED
-$515.7K
131,399
-9%
增持
—
ROYAL CARIBBEAN GROUP
+$515.2K
9,044
+36%
清仓
MGM
MGM RESORTS INTERNATIONAL
-$512.8K
0
-100%
增持
GE
GE AEROSPACE
+$510.7K
13,566
+45%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$504.9K
10,873
-34%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$503.1K
40,866
+77%
减持
VO
VANGUARD INDEX FDS
-$498.9K
41,388
-2%
增持
TFI
SPDR SER TR
+$497.6K
313,150
+5%
增持
DUHP
DIMENSIONAL ETF TRUST
+$496.1K
47,626
+47%
减持
XT
ISHARES TR
-$485.5K
208,579
-3%
建仓
IGF
ISHARES TR
+$484.6K
10,112
建仓
DCRE
DOUBLELINE ETF TRUST
+$482.3K
9,385
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$477.2K
286,496
+0%
增持
MCK
MCKESSON CORP
+$471.7K
2,118
+49%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
-$468.8K
18,817
+6%
减持
MDLZ
MONDELEZ INTL INC
-$467.4K
7,888
-44%
减持
IWY
ISHARES TR
+$467.3K
115,490
-7%
增持
VOT
VANGUARD INDEX FDS
+$462.3K
9,166
+32%
增持
GDE
WISDOMTREE TR
+$460.8K
194,915
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$460.8K
10,414
+8%
