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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 16
增持 89
减持 42
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
USFR
WISDOMTREE TR
-$32.3M
388,109
-62%
增持
SPYM
SPDR SER TR
+$16.1M
3,395,037
+2%
增持
SCHG
SCHWAB STRATEGIC TR
+$14.6M
157,368
+804%
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
SCHV
SCHWAB STRATEGIC TR
+$14.2M
184,657
+2165%
建仓
IBDU
ISHARES TR
+$14.2M
602,855
增持
BND
VANGUARD BD INDEX FDS
+$13.8M
208,525
+726%
减持
SHY
ISHARES TR
-$13.1M
28,899
-85%
减持
VTI
VANGUARD INDEX FDS
-$12.3M
357,428
-16%
增持
FBND
FIDELITY MERRIMACK STR TR
+$11.6M
1,024,445
+27%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$11.4M
444,690
+208%
建仓
FAUG
FIRST TR EXCHNG TRADED FD VI
+$10.3M
224,497
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$10.2M
27,043
-89%
增持
IDEV
ISHARES TR
+$9.9M
143,953
+3488%
减持
SPTM
SPDR SER TR
+$7.5M
2,148,663
-0%
建仓
IFRA
ISHARES TR
+$7.0M
149,206
增持
MUB
ISHARES TR
+$6.4M
460,037
+13%
建仓
TBLL
INVESCO EXCH TRADED FD TR II
+$6.2M
58,916
减持
BIL
SPDR SER TR
-$6.1M
72,738
-48%
减持
SCHP
SCHWAB STRATEGIC TR
-$6.1M
512,486
-21%
增持
VTV
VANGUARD INDEX FDS
+$6.1M
140,175
+22%
增持
SPAB
SPDR SER TR
+$6.1M
2,222,984
+7%
清仓
—
LAM RESEARCH CORP
-$5.8M
0
-100%
增持
IJR
ISHARES TR
+$5.8M
257,795
+13%
增持
AVUV
AMERICAN CENTY ETF TR
+$5.6M
121,471
+80%
增持
SPY
SPDR S&P 500 ETF TR
+$5.4M
180,971
+0%
增持
IEMG
ISHARES INC
+$5.2M
100,071
+951%
增持
HTAB
HARTFORD FDS EXCHANGE TRADED
+$5.1M
414,974
+154%
建仓
IGLB
ISHARES TR
+$5.0M
94,166
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$5.0M
9
+350%
减持
SPSM
SPDR SER TR
+$4.9M
1,234,949
-0%
增持
BALT
INNOVATOR ETFS TRUST
+$4.8M
406,079
+58%
减持
SCHX
SCHWAB STRATEGIC TR
-$4.8M
147,445
-36%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$4.7M
249,342
+90%
增持
SCHD
SCHWAB STRATEGIC TR
+$4.6M
449,710
+5%
减持
AAPL
APPLE INC
+$4.3M
215,946
-1%
增持
SPMD
SPDR SER TR
+$4.3M
852,189
+3%
增持
TBIL
RBB FD INC
+$4.2M
165,382
+104%
减持
COM
DIREXION SHS ETF TR
-$4.2M
91,602
-61%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$4.0M
63,137
+43%
增持
STIP
ISHARES TR
+$3.8M
830,550
+3%
建仓
SMMD
ISHARES TR
+$3.7M
54,526
增持
VTEB
VANGUARD MUN BD FDS
+$3.6M
107,286
+190%
增持
JAAA
JANUS DETROIT STR TR
+$3.5M
177,153
+64%
增持
PAVE
GLOBAL X FDS
+$3.5M
107,182
+321%
增持
SPDW
SPDR INDEX SHS FDS
+$3.4M
769,096
+6%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$3.4M
18,791
-76%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.4M
25,708
+24%
增持
VBR
VANGUARD INDEX FDS
+$3.4M
32,222
+89%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$3.2M
83,882
+303%
增持
IEFA
ISHARES TR
+$3.2M
79,974
+91%
建仓
RDFI
COLLABORATIVE INVESTMNT SER
+$3.1M
122,672
建仓
JMBS
JANUS DETROIT STR TR
+$3.0M
64,150
建仓
TLSI
TRISALUS LIFE SCIENCES INC
+$3.0M
643,740
增持
VUG
VANGUARD INDEX FDS
+$2.9M
26,831
+36%
增持
FTSD
FRANKLIN ETF TR
+$2.9M
236,958
+14%
增持
NTSX
WISDOMTREE TR
+$2.9M
885,368
+0%
增持
COWZ
PACER FDS TR
+$2.9M
568,377
+3%
增持
IEF
ISHARES TR
+$2.8M
520,604
+1%
建仓
CRDT
SIMPLIFY EXCHANGE TRADED FUN
+$2.8M
111,105
增持
VBK
VANGUARD INDEX FDS
+$2.7M
13,312
+307%
建仓
WINN
HARBOR ETF TRUST
+$2.7M
104,521
增持
MOAT
VANECK ETF TRUST
+$2.6M
193,194
+4%
减持
VOO
VANGUARD INDEX FDS
+$2.6M
127,756
-1%
清仓
FLTR
VANECK ETF TRUST
-$2.6M
0
-100%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$2.5M
860,568
+3%
建仓
CAOS
EA SERIES TRUST
+$2.4M
27,998
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$2.3M
361,096
-15%
减持
XT
ISHARES TR
-$2.3M
164,071
-21%
减持
KMLM
KRANESHARES TRUST
-$2.3M
260,930
-23%
增持
SCZ
ISHARES TR
+$2.2M
297,399
+2%
清仓
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$2.2M
0
-100%
增持
AGG
ISHARES TR
+$2.1M
353,187
+2%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.8M
197,074
+23%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.8M
71,827
+62%
减持
HD
HOME DEPOT INC
+$1.8M
37,479
-4%
建仓
SPHY
SPDR SER TR
+$1.8M
74,130
增持
DHR
DANAHER CORPORATION
+$1.8M
7,687
+421%
增持
SUB
ISHARES TR
+$1.7M
71,343
+27%
减持
MGV
VANGUARD WORLD FD
-$1.7M
114,848
-17%
增持
SPYV
SPDR SER TR
+$1.7M
212,794
+8%
增持
ANGL
VANECK ETF TRUST
+$1.6M
537,399
+7%
增持
SCHO
SCHWAB STRATEGIC TR
+$1.6M
41,538
+368%
减持
QQQ
INVESCO QQQ TR
-$1.6M
92,973
-5%
增持
SHM
SPDR SER TR
+$1.6M
496,968
+5%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$1.5M
562,433
-1%
增持
DGRO
ISHARES TR
+$1.5M
55,063
+63%
增持
MSFT
MICROSOFT CORP
-$1.5M
94,940
+0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.4M
223,528
-14%
增持
TFC
TRUIST FINL CORP
+$1.4M
252,855
+5%
增持
—
EXXON MOBIL CORP
+$1.4M
102,126
+11%
增持
RZV
INVESCO EXCHANGE TRADED FD T
+$1.4M
53,676
+19%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.4M
101,704
+32%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.4M
83,535
+0%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.4M
200,475
+9%
增持
HYMB
SPDR SER TR
+$1.3M
86,603
+129%
增持
BILS
SPDR SER TR
+$1.3M
42,370
+43%
增持
XLU
SELECT SECTOR SPDR TR
+$1.3M
30,752
+70%
减持
DFAC
DIMENSIONAL ETF TRUST
+$1.2M
665,976
-1%
增持
JNJ
JOHNSON & JOHNSON
+$1.2M
76,665
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.2M
18,547
+11%
减持
LMT
LOCKHEED MARTIN CORP
+$1.2M
10,380
-0%
减持
ICLN
ISHARES TR
-$1.2M
36,415
-71%
增持
EFV
ISHARES TR
+$1.1M
137,025
+8%
建仓
VWOB
VANGUARD WHITEHALL FDS
+$1.1M
17,140
增持
RSPN
INVESCO EXCHANGE TRADED FD T
+$1.1M
168,686
+2%
减持
DXCM
DEXCOM INC
-$1.1M
17,103
-14%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$1.1M
77,336
+39%
减持
URI
UNITED RENTALS INC
-$1.1M
2,401
-49%
增持
CAT
CATERPILLAR INC
+$1.1M
14,616
+5%
建仓
O
REALTY INCOME CORP
+$1.1M
16,789
增持
XLP
SELECT SECTOR SPDR TR
+$1.1M
32,330
+52%
减持
ABBV
ABBVIE INC
+$1.0M
43,291
-1%
增持
META
META PLATFORMS INC
+$1.0M
13,639
+1%
减持
SCHM
SCHWAB STRATEGIC TR
-$1.0M
30,298
-34%
建仓
EMLC
VANECK ETF TRUST
+$1.0M
40,430
增持
CSCO
CISCO SYS INC
+$1.0M
72,578
+21%
增持
WMT
WALMART INC
+$1.0M
73,482
+1%
减持
IVV
ISHARES TR
+$999.4K
43,487
-1%
增持
NTSI
WISDOMTREE TR
+$984.6K
242,553
+4%
增持
USMV
ISHARES TR
+$981.4K
20,967
+89%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$978.5K
216,745
+19%
减持
ORCL
ORACLE CORP
+$974.8K
35,054
-1%
减持
SCHA
SCHWAB STRATEGIC TR
-$961.6K
45,974
-34%
增持
SLV
ISHARES SILVER TR
+$957.8K
68,035
+85%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$918.7K
98,591
+10%
增持
GLD
SPDR GOLD TR
+$893.6K
14,507
+18%
减持
GUNR
FLEXSHARES TR
-$891.3K
186,215
-13%
增持
BX
BLACKSTONE INC
+$887.0K
26,815
+3%
增持
PM
PHILIP MORRIS INTL INC
+$878.2K
16,715
+47%
减持
VNQ
VANGUARD INDEX FDS
-$875.3K
191,157
-18%
减持
MRK
MERCK & CO INC
-$846.7K
49,240
-5%
减持
GDE
WISDOMTREE TR
+$835.4K
191,659
-2%
增持
SO
SOUTHERN CO
+$823.8K
55,106
+3%
减持
XLE
SELECT SECTOR SPDR TR
-$818.8K
64,269
-9%
减持
IWY
ISHARES TR
-$811.2K
108,902
-6%
增持
SLYG
SPDR SER TR
+$800.7K
93,926
+2%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$798.1K
55,209
+10%
增持
DCRE
DOUBLELINE ETF TRUST
+$793.9K
24,552
+162%
增持
HYD
VANECK ETF TRUST
+$773.1K
74,278
+21%
减持
ITW
ILLINOIS TOOL WKS INC
-$763.8K
4,511
-45%
增持
MMM
3M CO
+$758.4K
21,860
+0%
增持
PULS
PGIM ETF TR
+$756.3K
71,977
+27%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$756.3K
30,681
+12%
增持
XLI
SELECT SECTOR SPDR TR
+$746.5K
43,041
+3%
减持
TSLA
TESLA INC
+$741.0K
16,043
-8%
增持
VTIP
VANGUARD MALVERN FDS
+$737.3K
68,482
+26%
减持
GNR
SPDR INDEX SHS FDS
-$733.8K
4,767
-74%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$731.2K
152,702
-19%
增持
DVY
ISHARES TR
+$729.5K
26,553
+12%
减持
CMCSA
COMCAST CORP NEW
-$713.5K
38,763
-35%
