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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 19
增持 90
减持 32
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
VYM
VANGUARD WHITEHALL FDS
+$28.5M
319,399
+160%
增持
SGOV
ISHARES TR
+$23.7M
389,051
+156%
减持
SCHD
SCHWAB STRATEGIC TR
-$19.4M
850,937
-46%
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
AAPL
APPLE INC
+$15.6M
267,241
+19%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$15.4M
612,086
-37%
增持
MBB
ISHARES TR
+$14.5M
160,582
+1740%
增持
SPYM
SPDR SERIES TRUST
+$10.9M
4,330,088
+1%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$9.7M
102,704
-45%
增持
STIP
ISHARES TR
+$7.8M
1,148,502
+8%
增持
IEF
ISHARES TR
+$7.6M
767,465
+12%
增持
MUB
ISHARES TR
+$7.4M
533,437
+14%
增持
SPAB
SPDR SERIES TRUST
+$7.4M
2,798,135
+12%
增持
TSLA
TESLA INC
+$7.1M
36,880
+73%
增持
SLV
ISHARES SILVER TR
+$6.8M
187,704
+49%
减持
IJR
ISHARES TR
-$6.7M
189,815
-24%
建仓
IGE
ISHARES TR
+$6.3M
124,690
建仓
SMLF
ISHARES TR
+$6.2M
83,369
建仓
QLD
PROSHARES TR
+$6.0M
85,710
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$5.9M
1,236,233
+8%
减持
GUNR
FLEXSHARES TR
-$5.7M
50,847
-72%
建仓
USRT
ISHARES TR
+$5.7M
100,663
建仓
SSO
PROSHARES TR
+$5.6M
95,918
增持
LOW
LOWES COS INC
+$5.2M
30,481
+264%
增持
ABBV
ABBVIE INC
+$5.1M
69,377
+50%
建仓
CGUI
CAPITAL GRP FIXED INCM ETF T
+$5.1M
201,796
增持
JPM
JPMORGAN CHASE & CO.
+$4.9M
70,018
+25%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$4.4M
158,440
-42%
增持
GOOG
ALPHABET INC
+$4.3M
45,014
+12%
减持
VNQ
VANGUARD INDEX FDS
-$4.1M
126,626
-24%
减持
GOOGL
ALPHABET INC
+$4.1M
61,604
-2%
增持
AMZN
AMAZON COM INC
+$4.0M
115,628
+12%
增持
SUB
ISHARES TR
+$4.0M
95,649
+65%
增持
AMGN
AMGEN INC
+$3.7M
22,181
+78%
增持
SPMD
SPDR SERIES TRUST
+$3.7M
1,114,253
+5%
增持
LLY
ELI LILLY & CO
+$3.6M
10,838
+3%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$3.6M
352,808
+16%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$3.5M
617,695
+24%
建仓
TYLD
CAMBRIA ETF TR
+$3.5M
139,311
增持
IEFA
ISHARES TR
+$3.5M
121,268
+43%
增持
BINC
BLACKROCK ETF TRUST II
+$3.4M
82,441
+384%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.4M
32,528
+26%
减持
AGG
ISHARES TR
-$3.4M
386,240
-8%
增持
CARY
ANGEL OAK FUNDS TRUST
+$3.3M
173,579
+1126%
增持
PULS
PGIM ETF TR
+$3.3M
318,137
+27%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$3.2M
660,083
+28%
建仓
UWM
PROSHARES TR
+$3.2M
68,080
增持
DIS
DISNEY WALT CO
+$3.2M
51,998
+119%
增持
ORCL
ORACLE CORP
-$3.1M
42,556
+5%
清仓
RDFI
COLLABORATIVE INVESTMNT SER
-$3.1M
0
-100%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$3.0M
14,610
-89%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$3.0M
278,063
+28%
清仓
CRDT
SIMPLIFY EXCHANGE TRADED FUN
-$3.0M
0
-100%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$2.9M
91,371
+34%
增持
SCHP
SCHWAB STRATEGIC TR
+$2.9M
1,422,321
+10%
增持
REMX
VANECK ETF TRUST
+$2.9M
44,681
+631%
增持
DBEF
DBX ETF TR
+$2.8M
765,477
+4%
增持
DFAC
DIMENSIONAL ETF TRUST
+$2.7M
1,548,995
+2%
增持
SPSM
SPDR SERIES TRUST
+$2.7M
1,682,637
+2%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.7M
1,504,259
+5%
减持
FSK
FS KKR CAP CORP
-$2.7M
86,831
-67%
增持
QTUM
ETF SER SOLUTIONS
+$2.7M
30,214
+399%
增持
GLDM
WORLD GOLD TR
+$2.6M
172,716
+9%
清仓
KMLM
KRANESHARES TRUST
-$2.6M
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.6M
333,389
+6%
增持
COWZ
PACER FDS TR
+$2.6M
568,262
+3%
增持
FDX
FEDEX CORP
+$2.5M
9,951
+492%
增持
IXUS
ISHARES TR
+$2.5M
94,066
+41%
增持
SPDW
SPDR INDEX SHS FDS
+$2.4M
1,273,831
+1%
建仓
JSML
JANUS DETROIT STR TR
+$2.4M
32,672
增持
SYK
STRYKER CORPORATION
+$2.3M
9,328
+265%
增持
GLD
SPDR GOLD TR
+$2.3M
29,832
+11%
增持
IVV
ISHARES TR
+$2.2M
66,926
+3%
增持
JNJ
JOHNSON & JOHNSON
+$2.2M
75,180
+4%
减持
TFI
SPDR SERIES TRUST
-$2.1M
539,613
-8%
增持
ABT
ABBOTT LABS
+$2.0M
29,762
+135%
减持
SPTM
SPDR SERIES TRUST
-$2.0M
2,542,112
-3%
减持
SHM
SPDR SERIES TRUST
-$1.9M
617,481
-6%
增持
CAT
CATERPILLAR INC
+$1.9M
16,007
+5%
增持
RTX
RTX CORPORATION
+$1.9M
23,457
+61%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.9M
757,905
+2%
增持
PYLD
PIMCO ETF TR
+$1.8M
800,980
+10%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$1.8M
506,481
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$1.7M
172,209
-1%
增持
CMI
CUMMINS INC
+$1.7M
6,585
+64%
减持
BX
BLACKSTONE INC
-$1.7M
23,292
-24%
增持
AVGO
BROADCOM INC
+$1.6M
51,028
+5%
增持
USFR
WISDOMTREE TR
+$1.6M
331,094
+11%
减持
MU
MICRON TECHNOLOGY INC
+$1.6M
17,427
-14%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$1.5M
101,257
增持
V
VISA INC
+$1.5M
41,350
+9%
增持
NFLX
NETFLIX INC
+$1.5M
45,984
+1848%
增持
XLK
SELECT SECTOR SPDR TR
-$1.4M
66,495
+70%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$1.4M
112,931
+34%
建仓
RAAX
VANECK ETF TRUST
+$1.4M
40,144
增持
UPS
UNITED PARCEL SERVICE INC
+$1.4M
64,949
+7%
增持
—
EXXON MOBIL CORP
+$1.3M
121,510
+3%
增持
EEM
ISHARES TR
+$1.3M
61,472
+60%
减持
BRO
BROWN & BROWN INC
-$1.3M
13,605
-47%
建仓
PFRL
PGIM ETF TR
+$1.3M
26,201
减持
VT
VANGUARD INTL EQUITY INDEX F
-$1.3M
24,905
-29%
增持
HON
HONEYWELL INTL INC
+$1.3M
18,148
+69%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.3M
73,040
+5%
增持
SMH
VANECK ETF TRUST
+$1.3M
28,133
+3%
增持
CAOS
EA SERIES TRUST
+$1.3M
197,940
+7%
减持
BIL
SPDR SERIES TRUST
-$1.2M
55,420
-19%
增持
MOAT
VANECK ETF TRUST
+$1.2M
213,781
+1%
增持
AVXC
AMERICAN CENTY ETF TR
+$1.2M
108,645
+13%
减持
PM
PHILIP MORRIS INTL INC
-$1.1M
13,528
-33%
增持
MSTR
STRATEGY INC
-$1.1M
6,592
+0%
减持
VTI
VANGUARD INDEX FDS
-$1.1M
355,564
-3%
增持
PYPL
PAYPAL HLDGS INC
+$1.1M
27,773
+246%
建仓
SCHR
SCHWAB STRATEGIC TR
+$1.1M
43,144
增持
BSV
VANGUARD BD INDEX FDS
+$1.1M
26,140
+110%
增持
SCZ
ISHARES TR
+$1.1M
403,688
+2%
建仓
XMAG
TIDAL TRUST II
+$1.1M
47,504
增持
SPYV
SPDR SERIES TRUST
+$1.1M
188,570
+8%
增持
EFV
ISHARES TR
+$1.1M
138,772
+6%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.0M
0
-100%
增持
MSFT
MICROSOFT CORP
+$1.0M
104,969
+9%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.0M
3,764
-32%
增持
MA
MASTERCARD INCORPORATED
+$1.0M
8,772
+26%
增持
DGRO
ISHARES TR
+$1.0M
91,525
+17%
增持
SMMD
ISHARES TR
+$1.0M
259,949
+4%
减持
EMXC
ISHARES INC
+$1.0M
221,999
-1%
建仓
DYNF
BLACKROCK ETF TRUST
+$1.0M
16,680
清仓
NJR
NEW JERSEY RES CORP
-$1.0M
0
-100%
增持
WMT
WALMART INC
+$992.5K
76,090
+5%
减持
OKE
ONEOK INC NEW
-$988.3K
9,170
-60%
清仓
BTI
BRITISH AMERN TOB PLC
-$987.4K
0
-100%
建仓
NUVB
NUVATION BIO INC
+$958.3K
106,952
减持
VOO
VANGUARD INDEX FDS
+$950.9K
149,344
-1%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$936.6K
38,293
+31%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$936.5K
412,001
-1%
建仓
BIIB
BIOGEN INC
+$933.1K
5,302
建仓
USEW
EA SERIES TRUST
+$929.1K
18,306
清仓
RBRK
RUBRIK INC.
-$919.0K
0
-100%
增持
JAAA
JANUS DETROIT STR TR
+$915.1K
286,931
+7%
减持
ALAB
ASTERA LABS INC
-$903.1K
28,554
-1%
增持
DFCF
DIMENSIONAL ETF TRUST
+$897.8K
130,354
+20%
减持
MO
ALTRIA GROUP INC
-$892.9K
44,023
-15%
增持
JSI
JANUS DETROIT STR TR
+$876.3K
110,468
+18%
减持
NVDA
NVIDIA CORPORATION
-$868.8K
421,676
-1%
建仓
VLUE
ISHARES TR
+$861.4K
6,300
增持
MRK
MERCK & CO INC
+$853.2K
36,480
+3%
清仓
PREF
PRINCIPAL EXCHANGE TRADED FD
-$851.3K
0
-100%
增持
VV
VANGUARD INDEX FDS
+$848.6K
6,383
+69%
减持
BILS
SPDR SERIES TRUST
-$817.8K
45,304
-15%
减持
DFUS
DIMENSIONAL ETF TRUST
-$815.6K
65,916
-16%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$810.4K
0
-100%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$807.1K
532,785
+4%
