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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 10
增持 77
减持 55
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
FSEP
FIRST TR EXCHNG TRADED FD VI
+$36.9M
733,902
减持
VOO
VANGUARD INDEX FDS
-$32.5M
102,314
-31%
增持
IEF
ISHARES TR
+$28.5M
1,072,046
+40%
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。
减持
DFAC
DIMENSIONAL ETF TRUST
-$24.1M
956,946
-38%
增持
FTSD
FRANKLIN ETF TR
+$17.6M
199,306
+3809%
建仓
QSPT
FIRST TR EXCHNG TRADED FD VI
+$16.8M
547,797
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$15.0M
0
-100%
减持
IWY
ISHARES TR
-$13.1M
34,752
-56%
增持
VYM
VANGUARD WHITEHALL FDS
+$12.9M
396,945
+24%
增持
VTI
VANGUARD INDEX FDS
+$12.8M
411,337
+16%
增持
MSFT
MICROSOFT CORP
-$11.9M
105,087
+0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$11.3M
228,984
+247%
减持
NVDA
NVIDIA CORPORATION
-$9.9M
394,346
-6%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$9.5M
606,611
-42%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$9.3M
22,007
-79%
减持
VUG
VANGUARD INDEX FDS
-$8.7M
19,754
-44%
增持
IGE
ISHARES TR
+$8.2M
230,064
+85%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$7.8M
168,620
-2%
增持
STIP
ISHARES TR
+$7.5M
1,209,342
+5%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$7.4M
417,797
+47%
增持
MBB
ISHARES TR
+$7.1M
235,771
+47%
减持
VNQ
VANGUARD INDEX FDS
-$7.0M
47,941
-62%
增持
SPDW
SPDR INDEX SHS FDS
+$6.7M
1,386,698
+9%
减持
DFIC
DIMENSIONAL ETF TRUST
-$6.6M
550,199
-27%
减持
BALT
INNOVATOR ETFS TRUST
-$6.2M
315,653
-37%
增持
HFGM
TIDAL TRUST I
+$6.2M
213,537
+796%
增持
SPSM
SPDR SERIES TRUST
+$6.1M
1,757,127
+4%
减持
AAPL
APPLE INC
-$6.0M
262,694
-2%
增持
REMX
VANECK ETF TRUST
+$5.9M
104,541
+134%
减持
ORCL
ORACLE CORP
-$5.6M
18,234
-57%
减持
JNJ
JOHNSON & JOHNSON
-$5.6M
40,924
-46%
增持
SPMD
SPDR SERIES TRUST
+$5.5M
1,182,205
+6%
增持
SPTM
SPDR SERIES TRUST
-$5.2M
2,586,827
+2%
增持
SPAB
SPDR SERIES TRUST
+$5.2M
3,015,178
+8%
减持
RWR
SPDR SERIES TRUST
-$5.0M
5,070
-91%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$4.9M
391,062
+18%
增持
USRT
ISHARES TR
+$4.7M
177,100
+76%
减持
IJR
ISHARES TR
-$4.7M
145,636
-23%
清仓
TLSI
TRISALUS LIFE SCIENCES INC
-$4.5M
0
-100%
增持
RSBA
TIDAL TRUST II
+$4.4M
496,018
+76%
减持
ABBV
ABBVIE INC
-$4.4M
52,676
-24%
增持
PYLD
PIMCO ETF TR
+$4.4M
983,068
+23%
减持
COM
DIREXION SHARES ETF TRUST
-$4.4M
24,897
-86%
增持
SGOV
ISHARES TR
+$4.3M
430,576
+11%
增持
WTIP
WISDOMTREE TR
+$4.2M
123,199
+894%
增持
PULS
PGIM ETF TR
+$3.9M
396,686
+25%
建仓
WCN
WASTE CONNECTIONS INC
+$3.7M
22,784
减持
QQQ
INVESCO QQQ TR
-$3.7M
96,458
-0%
减持
TJX
TJX COS INC NEW
-$3.5M
8,099
-74%
减持
—
EXXON MOBIL CORP
+$3.5M
106,630
-12%
增持
IXUS
ISHARES TR
+$3.4M
130,778
+39%
减持
PSLV
SPROTT ASSET MANAGEMENT LP
-$3.3M
205,818
-42%
减持
WMT
WALMART INC
-$3.1M
43,179
-43%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.9M
101,003
-10%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.9M
91,679
+405%
建仓
DDSQ
INNOVATOR ETFS TRUST
+$2.8M
143,099
减持
IUSG
ISHARES TR
-$2.8M
20,421
-42%
建仓
XLBI
SELECT SECTOR SPDR TR
+$2.8M
117,435
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$2.8M
595,211
+12%
清仓
STT
STATE STR CORP
-$2.7M
0
-100%
减持
SLYG
SPDR SERIES TRUST
-$2.7M
71,493
-30%
减持
DFCF
DIMENSIONAL ETF TRUST
-$2.7M
68,614
-47%
增持
CEF
SPROTT ASSET MANAGEMENT LP
+$2.6M
94,841
+127%
增持
EMXC
ISHARES INC
+$2.6M
238,191
+7%
增持
COWZ
PACER FDS TR
+$2.5M
587,049
+3%
建仓
REET
ISHARES TR
+$2.5M
100,470
增持
CGUI
CAPITAL GRP FIXED INCM ETF T
+$2.5M
300,995
+49%
减持
TFI
SPDR SERIES TRUST
-$2.5M
489,073
-9%
增持
DBEF
DBX ETF TR
+$2.4M
794,798
+4%
减持
NOW
SERVICENOW INC
-$2.4M
30,582
-16%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$2.4M
539,041
+6%
建仓
—
ASTRAZENECA PLC
+$2.4M
11,943
减持
RZV
INVESCO EXCHANGE TRADED FD T
-$2.3M
51,863
-30%
增持
UTEN
RBB FD INC
+$2.3M
63,898
+482%
增持
XLU
SELECT SECTOR SPDR TR
+$2.3M
96,241
+93%
减持
V
VISA INC
-$2.3M
40,430
-2%
减持
ALAB
ASTERA LABS INC
-$2.3M
22,644
-21%
增持
IEMG
ISHARES INC
+$2.3M
54,188
+138%
增持
CVX
CHEVRON CORPORATION
+$2.2M
35,108
+7%
清仓
PTLC
PACER FDS TR
-$2.2M
0
-100%
减持
QUAL
ISHARES TR
-$2.2M
52,173
-15%
减持
LLY
ELI LILLY & CO
-$2.2M
10,298
-5%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$2.2M
56,526
+104%
清仓
—
ASTRAZENECA PLC
-$2.2M
0
-100%
增持
SUB
ISHARES TR
+$2.2M
116,104
+21%
增持
ITOT
ISHARES TR
+$2.2M
44,625
+58%
增持
AVXC
AMERICAN CENTY ETF TR
+$2.1M
133,954
+23%
清仓
DIHP
DIMENSIONAL ETF TRUST
-$2.1M
0
-100%
增持
IFRA
ISHARES TR
+$2.1M
180,801
+15%
建仓
METL
SPROTT FDS TR
+$2.1M
76,846
减持
CAT
CATERPILLAR INC
+$2.0M
15,800
-1%
减持
JPM
JPMORGAN CHASE & CO
-$2.0M
69,827
-0%
减持
AVLV
AMERICAN CENTY ETF TR
-$2.0M
18,660
-60%
增持
HD
HOME DEPOT INC
+$2.0M
52,575
+18%
增持
IVV
ISHARES TR
-$1.9M
67,213
+0%
建仓
XLEI
SELECT SECTOR SPDR TR
+$1.9M
67,254
增持
VIS
VANGUARD WORLD FD
+$1.9M
8,609
+213%
减持
XLK
SELECT SECTOR SPDR TR
-$1.8M
58,115
-13%
增持
IWM
ISHARES TR
+$1.8M
25,729
+39%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$1.8M
314,374
+13%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$1.8M
748,481
+13%
清仓
DUHP
DIMENSIONAL ETF TRUST
-$1.8M
0
-100%
增持
TSLA
TESLA INC
-$1.7M
39,964
+8%
减持
MUB
ISHARES TR
-$1.7M
522,191
-2%
减持
LRCX
LAM RESEARCH CORP
+$1.7M
41,775
-1%
增持
AGG
ISHARES TR
+$1.7M
405,504
+5%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$1.6M
105,073
+15%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.6M
1,305,709
+6%
减持
DFSV
DIMENSIONAL ETF TRUST
-$1.6M
85,688
-38%
减持
SPIP
SPDR SERIES TRUST
-$1.5M
40,253
-60%
增持
SCHG
SCHWAB STRATEGIC TR
-$1.5M
497,883
+1%
减持
DRSK
ETF SER SOLUTIONS
-$1.5M
364,388
-10%
减持
UBER
UBER TECHNOLOGIES INC
-$1.5M
13,342
-56%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$1.5M
47,618
+24%
清仓
CADE
CADENCE BANK
-$1.5M
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$1.5M
12,293
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.5M
31,014
-5%
增持
AVGO
BROADCOM INC
-$1.5M
52,285
+2%
增持
XLE
SELECT SECTOR SPDR TR
+$1.5M
88,039
+0%
减持
PAYX
PAYCHEX INC
-$1.5M
5,803
-67%
增持
GOOGL
ALPHABET INC
-$1.4M
62,110
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.4M
89,568
+17%
增持
COST
COSTCO WHOLESALE CORPORATION
+$1.4M
8,910
+2%
减持
AVDV
AMERICAN CENTY ETF TR
-$1.4M
5,056
-75%
减持
SNOW
SNOWFLAKE INC
-$1.4M
13,616
-12%
增持
USFR
WISDOMTREE TR
+$1.4M
357,790
+8%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.3M
717,346
-16%
减持
WINN
HARBOR ETF TRUST
-$1.3M
389,830
-0%
减持
DFEM
DIMENSIONAL ETF TRUST
-$1.3M
27,827
-60%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.3M
48,340
+382%
增持
SCHH
SCHWAB STRATEGIC TR
+$1.3M
124,084
+88%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$1.3M
108,638
+352%
增持
SMMD
ISHARES TR
+$1.3M
271,761
+5%
减持
VRT
VERTIV HOLDINGS CO
+$1.2M
18,096
-11%
增持
ALLW
SSGA ACTIVE TR
+$1.2M
57,617
+262%
增持
GOOG
ALPHABET INC
-$1.2M
45,039
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.2M
581,295
+1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
-$1.2M
647,731
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.2M
22,549
+1%
增持
JAAA
JANUS DETROIT STR TR
+$1.2M
311,305
+8%
增持
MO
ALTRIA GROUP INC
+$1.2M
56,082
+27%
减持
AMGN
AMGEN INC
-$1.2M
17,335
-22%
增持
IGSB
ISHARES TR
+$1.2M
68,121
+48%
减持
BX
BLACKSTONE INC
-$1.1M
21,302
-9%
增持
APO
APOLLO GLOBAL MGMT INC
-$1.1M
34,087
+0%
增持
AMZN
AMAZON COM INC
-$1.1M
122,810
+6%
增持
RBLX
ROBLOX CORP
+$1.1M
26,536
+452%
建仓
KGLD
KURV ETF TR
+$1.1M
33,894
减持
GE
GE AEROSPACE
-$1.1M
13,093
-16%
增持
NEE
NEXTERA ENERGY INC
+$1.1M
36,468
+28%
