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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 9
增持 74
减持 61
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SER TR
+$19.3M
3,605,020
+6%
增持
MUB
ISHARES TR
+$10.3M
565,380
+23%
增持
STIP
ISHARES TR
+$6.3M
898,882
+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
+$6.0M
2,191,824
+2%
清仓
WCN
WASTE CONNECTIONS INC
-$5.3M
0
-100%
增持
TBIL
RBB FD INC
+$4.7M
260,305
+57%
增持
IBDU
ISHARES TR
+$4.2M
807,921
+34%
减持
NVDA
NVIDIA CORPORATION
+$4.0M
420,525
-3%
增持
USFR
WISDOMTREE TR
+$4.0M
466,290
+20%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$3.8M
908,484
+6%
减持
COWZ
PACER FDS TR
-$3.4M
521,261
-8%
减持
AAPL
APPLE INC
+$3.4M
214,610
-1%
增持
SPSM
SPDR SER TR
+$3.4M
1,327,012
+7%
减持
AGG
ISHARES TR
-$3.4M
334,026
-5%
增持
QQQ
INVESCO QQQ TR
+$3.4M
95,403
+3%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$3.0M
95,838
-52%
清仓
JMBS
JANUS DETROIT STR TR
-$3.0M
0
-100%
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$2.9M
36,307
增持
DGRW
WISDOMTREE TR
+$2.9M
98,056
+61%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.9M
561,225
-0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.8M
80,785
+28%
增持
SHM
SPDR SER TR
+$2.7M
562,212
+13%
增持
TBLL
INVESCO EXCH TRADED FD TR II
+$2.6M
83,813
+42%
建仓
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$2.6M
113,603
增持
AVGO
BROADCOM INC
+$2.6M
43,460
+0%
增持
JAAA
JANUS DETROIT STR TR
+$2.6M
229,018
+29%
建仓
JPLD
J P MORGAN EXCHANGE TRADED F
+$2.6M
49,624
建仓
VNLA
JANUS DETROIT STR TR
+$2.6M
52,172
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$2.5M
336,719
+55%
增持
DBEF
DBX ETF TR
+$2.5M
679,868
+11%
减持
VNQ
VANGUARD INDEX FDS
-$2.3M
182,760
-4%
减持
AMZN
AMAZON COM INC
+$2.3M
88,253
-3%
增持
PULS
PGIM ETF TR
+$2.3M
119,447
+66%
增持
ALAB
ASTERA LABS INC
+$2.3M
28,619
+3%
增持
SPMD
SPDR SER TR
+$2.3M
893,367
+5%
减持
CALF
PACER FDS TR
-$2.2M
81,006
-35%
减持
SPY
SPDR S&P 500 ETF TR
-$2.2M
173,363
-4%
减持
MRK
MERCK & CO INC
-$2.2M
34,458
-30%
增持
SPAB
SPDR SER TR
+$2.1M
2,408,625
+8%
增持
SPDW
SPDR INDEX SHS FDS
+$2.1M
907,031
+18%
增持
GPIX
GOLDMAN SACHS ETF TR
+$2.0M
62,046
+197%
增持
SMMD
ISHARES TR
+$2.0M
83,939
+54%
减持
JNJ
JOHNSON & JOHNSON
-$2.0M
72,350
-6%
增持
CAOS
EA SERIES TRUST
+$1.9M
49,738
+78%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.9M
363,276
+1%
增持
OBIL
RBB FD INC
+$1.9M
47,756
+352%
清仓
HTRB
HARTFORD FDS EXCHANGE TRADED
-$1.8M
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
-$1.8M
354,102
+140%
减持
MOAT
VANECK ETF TRUST
-$1.8M
182,934
-5%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.7M
193,114
+34%
减持
IJH
ISHARES TR
-$1.6M
193,865
-12%
减持
VTV
VANGUARD INDEX FDS
-$1.6M
134,920
-4%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.6M
706,932
+6%
减持
GUNR
FLEXSHARES TR
-$1.6M
167,145
-10%
减持
INTC
INTEL CORP
-$1.6M
37,249
-63%
增持
V
VISA INC
+$1.6M
36,300
+1%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$1.6M
58,133
+39%
减持
LLY
ELI LILLY & CO
-$1.6M
9,744
-5%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$1.5M
37,431
-31%
增持
IEF
ISHARES TR
+$1.4M
567,910
+9%
建仓
JPEF
J P MORGAN EXCHANGE TRADED F
+$1.4M
21,031
减持
IWY
ISHARES TR
+$1.4M
107,818
-1%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$1.4M
105,254
+36%
减持
MSFT
MICROSOFT CORP
-$1.4M
93,654
-1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.3M
88,701
+33%
减持
ADBE
ADOBE INC
-$1.3M
5,571
-24%
减持
—
ICON PLC
-$1.3M
1,098
-79%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.2M
14,402
-52%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$1.2M
16,857
-45%
增持
VUG
VANGUARD INDEX FDS
+$1.2M
28,083
+5%
减持
APO
APOLLO GLOBAL MGMT INC
+$1.2M
40,970
-8%
增持
IFRA
ISHARES TR
+$1.2M
176,402
+18%
减持
JPM
JPMORGAN CHASE & CO.
+$1.2M
52,520
-3%
减持
GOOGL
ALPHABET INC
+$1.2M
54,758
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.1M
17,751
-11%
增持
SCHO
SCHWAB STRATEGIC TR
+$1.1M
131,525
+217%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.1M
491,212
+10%
增持
COM
DIREXION SHS ETF TR
+$1.1M
132,017
+44%
减持
ICOW
PACER FDS TR
-$1.1M
35,346
-47%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$1.1M
134,220
-12%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.1M
131,991
+9%
减持
TSLA
TESLA INC
+$1.1M
13,054
-19%
减持
VHT
VANGUARD WORLD FD
-$1.1M
20,058
-8%
增持
BALT
INNOVATOR ETFS TRUST
+$1.1M
432,418
+6%
减持
MGV
VANGUARD WORLD FD
-$1.0M
109,656
-5%
增持
GLD
SPDR GOLD TR
+$1.0M
18,701
+29%
增持
—
EXXON MOBIL CORP
-$983.8K
102,142
+0%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$979.8K
67,463
+22%
减持
HD
HOME DEPOT INC
-$977.6K
36,528
-3%
增持
AVLV
AMERICAN CENTY ETF TR
+$974.6K
33,612
+74%
减持
EFV
ISHARES TR
-$971.0K
131,734
-4%
减持
TFI
SPDR SER TR
-$968.0K
293,749
-4%
增持
GNR
SPDR INDEX SHS FDS
+$965.5K
24,927
+423%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$962.2K
61,867
+111%
增持
NOW
SERVICENOW INC
+$959.6K
5,552
+1%
增持
LMT
LOCKHEED MARTIN CORP
-$956.2K
10,519
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$946.1K
120,087
+7%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$926.5K
164,749
-5%
建仓
PNW
PINNACLE WEST CAP CORP
+$924.4K
10,904
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$916.4K
87,407
+22%
增持
ARKB
ARK 21SHARES BITCOIN ETF
+$915.6K
22,879
+19%
减持
IVV
ISHARES TR
-$869.0K
41,135
-5%
减持
ABBV
ABBVIE INC
-$865.8K
43,238
-0%
减持
KMLM
KRANESHARES TRUST
-$852.4K
241,089
-8%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$846.6K
1,467
-62%
减持
PEP
PEPSICO INC
-$839.2K
14,509
-19%
增持
FTSD
FRANKLIN ETF TR
+$836.3K
248,964
+5%
减持
GDE
WISDOMTREE TR
-$835.9K
177,767
-7%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$832.5K
33,237
+8%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$829.3K
25,519
-14%
增持
MSTR
MICROSTRATEGY INC
+$818.2K
5,067
+32%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$801.0K
99,991
-13%
增持
HYG
ISHARES TR
+$789.8K
17,972
+131%
减持
XLV
SELECT SECTOR SPDR TR
-$789.5K
22,794
-11%
减持
LQD
ISHARES TR
-$777.1K
6,475
-50%
增持
UPS
UNITED PARCEL SERVICE INC
+$775.0K
58,003
+21%
增持
HON
HONEYWELL INTL INC
+$773.7K
8,759
+50%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$773.3K
8
-11%
减持
NEE
NEXTERA ENERGY INC
-$771.9K
21,853
-21%
减持
VZ
VERIZON COMMUNICATIONS INC
-$768.7K
94,994
-7%
增持
IDEV
ISHARES TR
-$766.5K
146,266
+2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$758.9K
80,611
-4%
增持
GOOG
ALPHABET INC
+$751.4K
31,903
+0%
减持
IEFA
ISHARES TR
-$729.8K
78,432
-2%
建仓
BSMR
INVESCO EXCH TRD SLF IDX FD
+$728.0K
30,848
增持
SPTL
SPDR SER TR
+$727.1K
38,236
+305%
增持
SCHV
SCHWAB STRATEGIC TR
-$725.6K
541,438
+193%
清仓
FXH
FIRST TR EXCHANGE TRADED FD
-$716.8K
0
-100%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$697.5K
31,468
+59%
增持
AMGN
AMGEN INC
-$685.5K
13,313
+3%
增持
BX
BLACKSTONE INC
+$682.7K
27,774
+4%
清仓
—
ARISTA NETWORKS INC
-$666.3K
0
-100%
建仓
BSMS
INVESCO EXCH TRD SLF IDX FD
+$663.5K
28,440
减持
IEMG
ISHARES INC
-$659.8K
97,382
-3%
增持
RWR
SPDR SER TR
+$658.5K
10,506
+195%
增持
NTSX
WISDOMTREE TR
+$652.6K
905,034
+2%
增持
XLF
SELECT SECTOR SPDR TR
+$622.8K
31,656
+58%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$617.0K
695,733
+4%
增持
BND
VANGUARD BD INDEX FDS
-$586.0K
209,656
+1%
增持
SCZ
ISHARES TR
-$580.6K
321,864
+8%
减持
GNT
GAMCO NAT RES GOLD & INCOME
-$574.0K
417,991
-12%
减持
WMT
WALMART INC
+$569.6K
71,979
-2%
建仓
ISPY
PROSHARES TR
+$561.9K
12,687
增持
CSCO
CISCO SYS INC
+$561.3K
74,729
+3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$554.6K
5,106
-2%
减持
QQQE
DIREXION SHS ETF TR
-$548.3K
5,163
-54%
清仓
—
APTIV PLC
-$547.1K
0
-100%
减持
IIPR
INNOVATIVE INDL PPTYS INC
-$541.7K
4,127
-32%
减持
SO
SOUTHERN CO
-$536.4K
53,852
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$534.7K
5,133
-4%
