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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 14
增持 114
减持 21
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SERIES TRUST
+$65.1M
4,299,447
+14%
增持
SPTM
SPDR SERIES TRUST
+$47.2M
2,603,310
+20%
减持
EVSB
MORGAN STANLEY ETF TRUST
-$35.3M
42,007
-94%
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
VOO
VANGUARD INDEX FDS
+$26.4M
145,195
+33%
增持
NVDA
NVIDIA CORPORATION
+$23.3M
430,802
+4%
增持
QQQ
INVESCO QQQ TR
+$16.4M
105,862
+18%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$14.9M
862,641
+61%
减持
MUB
ISHARES TR
-$14.7M
418,829
-24%
减持
BND
VANGUARD BD INDEX FDS
-$13.4M
21,084
-90%
减持
SCHV
SCHWAB STRATEGIC TR
-$13.3M
34,507
-94%
增持
SPSM
SPDR SERIES TRUST
+$13.2M
1,629,859
+18%
增持
IJH
ISHARES TR
+$13.1M
396,388
+101%
增持
MSFT
MICROSOFT CORP
+$13.0M
95,565
+4%
增持
VTI
VANGUARD INDEX FDS
+$12.5M
376,386
+2%
增持
IWY
ISHARES TR
+$12.3M
80,605
+123%
建仓
ACIO
ETF SER SOLUTIONS
+$11.5M
276,896
增持
AVUV
AMERICAN CENTY ETF TR
+$11.1M
240,820
+93%
增持
SPY
SPDR S&P 500 ETF TR
+$11.0M
173,976
+1%
增持
CAOS
EA SERIES TRUST
+$10.0M
164,990
+214%
清仓
IDEV
ISHARES TR
-$9.9M
0
-100%
建仓
DRSK
ETF SER SOLUTIONS
+$9.7M
337,108
增持
TFI
SPDR SERIES TRUST
+$9.4M
631,414
+52%
增持
STIP
ISHARES TR
+$8.7M
1,023,587
+10%
增持
DFUS
DIMENSIONAL ETF TRUST
+$8.7M
165,258
+318%
增持
SPDW
SPDR INDEX SHS FDS
+$8.6M
1,188,093
+9%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$8.4M
947,838
+8%
增持
FBND
FIDELITY MERRIMACK STR TR
+$8.3M
1,325,768
+16%
增持
SMMD
ISHARES TR
+$8.2M
180,047
+182%
增持
SPMD
SPDR SERIES TRUST
+$8.1M
1,031,994
+10%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$7.8M
624,076
+14%
增持
SCZ
ISHARES TR
+$7.1M
395,017
+16%
增持
SMH
VANECK ETF TRUST
+$6.7M
27,436
+535%
增持
XT
ISHARES TR
+$6.5M
243,773
+50%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$6.1M
109,846
+30%
增持
IVV
ISHARES TR
+$6.1M
63,783
+7%
建仓
GSEW
GOLDMAN SACHS ETF TR
+$5.8M
71,642
增持
AVGO
BROADCOM INC
+$5.7M
48,134
+6%
减持
FTSD
FRANKLIN ETF TR
-$5.6M
180,037
-26%
增持
MGV
VANGUARD WORLD FD
+$5.6M
149,110
+38%
增持
DFAC
DIMENSIONAL ETF TRUST
+$5.4M
1,428,736
+3%
增持
SCHP
SCHWAB STRATEGIC TR
+$5.3M
1,141,633
+22%
增持
IWD
ISHARES TR
+$5.3M
51,488
+107%
增持
IJR
ISHARES TR
+$5.3M
240,184
+20%
增持
VUG
VANGUARD INDEX FDS
+$5.1M
35,128
+27%
增持
NTSX
WISDOMTREE TR
+$5.1M
920,204
+2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$5.0M
345,128
+15%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$5.0M
206,328
+80%
增持
RSPN
INVESCO EXCHANGE TRADED FD T
+$4.8M
159,001
+110%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$4.8M
203,814
+2329%
增持
WINN
HARBOR ETF TRUST
+$4.8M
260,258
+125%
增持
SCHG
SCHWAB STRATEGIC TR
+$4.7M
677,934
+13%
减持
IEMG
ISHARES INC
-$4.7M
10,503
-89%
建仓
FLOT
ISHARES TR
+$4.7M
91,513
增持
AMZN
AMAZON COM INC
+$4.7M
99,702
+10%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$4.5M
387,422
+59%
增持
BILS
SPDR SERIES TRUST
+$4.4M
88,368
+100%
增持
SPAB
SPDR SERIES TRUST
+$4.3M
2,385,485
+7%
减持
HMOP
HARTFORD FDS EXCHANGE TRADED
-$4.2M
159,290
-41%
增持
PAVE
GLOBAL X FDS
+$4.1M
206,427
+59%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$3.6M
9,074
-89%
增持
IWB
ISHARES TR
+$3.6M
46,149
+17%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$3.5M
31,304
增持
XLK
SELECT SECTOR SPDR TR
+$3.5M
37,235
+30%
增持
ORCL
ORACLE CORP
+$3.5M
40,375
+5%
增持
SHM
SPDR SERIES TRUST
+$3.4M
657,896
+12%
增持
VO
VANGUARD INDEX FDS
+$3.4M
54,673
+19%
建仓
DIVO
AMPLIFY ETF TR
+$3.3M
76,886
减持
TBIL
RBB FD INC
-$3.2M
324,665
-17%
增持
JPM
JPMORGAN CHASE & CO.
+$3.2M
55,485
+6%
增持
IWF
ISHARES TR
+$3.0M
21,336
+28%
增持
META
META PLATFORMS INC
+$3.0M
14,898
+7%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$2.8M
182,430
+8%
减持
USFR
WISDOMTREE TR
-$2.8M
444,514
-11%
减持
VTIP
VANGUARD MALVERN FDS
-$2.7M
13,084
-81%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$2.7M
116,154
+84%
增持
CSHI
NEOS ETF TRUST
+$2.7M
58,976
+1004%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.7M
424,364
+21%
建仓
CGHM
CAPITAL GRP FIXED INCM ETF T
+$2.6M
106,428
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$2.6M
42,183
+47%
增持
RSPA
INVESCO ACTIVELY MANAGED EXC
+$2.6M
64,780
+400%
增持
VB
VANGUARD INDEX FDS
+$2.6M
37,474
+32%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.5M
42,173
+16%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$2.5M
186,440
+37%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$2.5M
482,877
+12%
增持
EMXC
ISHARES INC
+$2.5M
219,985
+6%
增持
MOAT
VANECK ETF TRUST
+$2.5M
205,235
+8%
增持
DFAX
DIMENSIONAL ETF TRUST
+$2.5M
96,697
+610%
增持
TSLA
TESLA INC
+$2.4M
20,780
+29%
增持
AGG
ISHARES TR
+$2.4M
399,185
+6%
增持
RWR
SPDR SERIES TRUST
+$2.4M
42,086
+145%
增持
DFLV
DIMENSIONAL ETF TRUST
+$2.3M
100,936
+262%
减持
DFIC
DIMENSIONAL ETF TRUST
+$2.2M
728,414
-1%
增持
EFA
ISHARES TR
+$2.2M
104,694
+19%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.2M
30,961
+28%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.1M
282,659
+16%
增持
BFC
BANK FIRST CORP
+$2.1M
37,974
+63%
增持
IBDU
ISHARES TR
+$2.1M
1,062,464
+8%
增持
TBLL
INVESCO EXCH TRADED FD TR II
+$2.1M
112,576
+22%
增持
VGT
VANGUARD WORLD FD
+$2.1M
9,612
+21%
增持
SGOV
ISHARES TR
+$2.0M
31,394
+170%
减持
VTV
VANGUARD INDEX FDS
-$2.0M
121,912
-11%
增持
GOOGL
ALPHABET INC
+$2.0M
61,121
+7%
增持
IEF
ISHARES TR
+$2.0M
636,093
+3%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$1.9M
264,366
+13%
增持
NOW
SERVICENOW INC
+$1.9M
6,325
+10%
增持
BIL
SPDR SERIES TRUST
+$1.9M
90,049
+30%
增持
GOOG
ALPHABET INC
+$1.9M
42,243
+18%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$1.9M
56,063
+66%
增持
SCHD
SCHWAB STRATEGIC TR
-$1.8M
1,479,211
+1%
增持
SPYV
SPDR SERIES TRUST
+$1.8M
257,796
+13%
减持
VBR
VANGUARD INDEX FDS
-$1.8M
19,438
-35%
增持
GLD
SPDR GOLD TR
+$1.8M
24,983
+23%
增持
AAPL
APPLE INC
-$1.8M
224,975
+4%
增持
SPYG
SPDR SERIES TRUST
+$1.7M
102,676
+2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.7M
96,204
+6%
增持
PYLD
PIMCO ETF TR
+$1.7M
98,301
+186%
减持
VBK
VANGUARD INDEX FDS
-$1.7M
5,987
-55%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$1.7M
12,899
减持
HYD
VANECK ETF TRUST
-$1.6M
49,866
-38%
增持
PWB
INVESCO EXCHANGE TRADED FD T
+$1.6M
17,082
+346%
增持
ULST
SSGA ACTIVE ETF TR
+$1.6M
47,978
+475%
减持
SUB
ISHARES TR
-$1.6M
49,097
-24%
增持
IXUS
ISHARES TR
+$1.5M
52,156
+47%
建仓
VFLO
VICTORY PORTFOLIOS II
+$1.5M
43,589
建仓
FSMD
FIDELITY COVINGTON TRUST
+$1.5M
37,068
建仓
—
MICROSTRATEGY INC
+$1.5M
12,503
减持
SPHY
SPDR SERIES TRUST
-$1.5M
11,005
-85%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$1.5M
66,528
+21%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.5M
21,072
+11%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.5M
119,336
+67%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.4M
30,576
增持
VONG
VANGUARD SCOTTSDALE FDS
+$1.4M
29,765
+52%
建仓
STOT
SSGA ACTIVE TR
+$1.4M
30,123
增持
ARTY
ISHARES TR
+$1.4M
108,011
+13%
减持
VTEB
VANGUARD MUN BD FDS
-$1.4M
83,560
-25%
增持
FSK
FS KKR CAP CORP
+$1.4M
247,818
+38%
增持
LRCX
LAM RESEARCH CORP
+$1.4M
54,775
+0%
增持
—
EATON CORP PLC
+$1.4M
8,217
+42%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.4M
8
-11%
增持
QUAL
ISHARES TR
+$1.3M
60,750
+6%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$1.3M
437,070
+15%
增持
SOXX
ISHARES TR
+$1.3M
11,290
+49%
增持
—
ROYAL CARIBBEAN GROUP
+$1.3M
10,579
+6%
增持
FLQL
FRANKLIN TEMPLETON ETF TR
+$1.3M
137,468
+4%
增持
ARCC
ARES CAPITAL CORP
+$1.2M
178,218
+48%
增持
COST
COSTCO WHSL CORP NEW
+$1.2M
8,112
+13%
增持
BA
BOEING CO
+$1.2M
12,062
+57%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$1.2M
970,098
+5%
减持
VHT
VANGUARD WORLD FD
-$1.2M
16,741
-17%
建仓
DECK
DECKERS OUTDOOR CORP
+$1.2M
11,524
