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WEALTHEDGE INVESTMENT ADVISORS, LLC

报告期 2026-03-31 · CIK 0002058455

持仓数

141

前50大市值合计

$217.5M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$15.8M

24,239

7.2%

MSFT MICROSOFT CORP

COM

$12.7M

34,361

5.8%

AAPL APPLE INC

COM

$11.5M

45,303

5.3%

AGG ISHARES TR

CORE US AGGBD ET

$9.1M

91,317

4.2%

GOOGL ALPHABET INC

CAP STK CL A

$8.9M

30,859

4.1%

NVDA NVIDIA CORPORATION

COM

$8.8M

50,297

4.0%

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$8.2M

162,779

3.8%

IVV ISHARES TR

CORE S&P500 ETF

$7.8M

11,993

3.6%

VTV VANGUARD INDEX FDS

VALUE ETF

$6.9M

35,160

3.2%

VO VANGUARD INDEX FDS

MID CAP ETF

$6.3M

21,911

2.9%

XLV SELECT SECTOR SPDR TR

STATE STREET HEA

$6.0M

40,800

2.8%

AMZN AMAZON COM INC

COM

$6.0M

28,705

2.7%

META META PLATFORMS INC

CL A

$5.7M

9,995

2.6%

SGOV ISHARES TR

0-3 MNTH TREASRY

$5.7M

56,716

2.6%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$5.3M

181,270

2.4%

SCHP SCHWAB STRATEGIC TR

US TIPS ETF

$4.8M

181,040

2.2%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$4.5M

54,779

2.1%

VTIP VANGUARD MALVERN FDS

STRM INFPROIDX

$4.2M

84,276

1.9%

SHY ISHARES TR

1 3 YR TREAS BD

$4.1M

49,328

1.9%

LLY ELI LILLY & CO

COM

$4.1M

4,427

1.9%

IEFA ISHARES TR

CORE MSCI EAFE

$4.0M

43,863

1.8%

PRU PRUDENTIAL FINL INC

COM

$3.8M

39,025

1.8%

GLD SPDR GOLD TR

GOLD SHS

$3.8M

8,824

1.7%

XLF SELECT SECTOR SPDR TR

STATE STREET FIN

$3.7M

74,506

1.7%

EEM ISHARES TR

MSCI EMG MKT ETF

$3.5M

61,957

1.6%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$3.4M

66,442

1.5%

LTPZ PIMCO ETF TR

15+ YR US TIPS

$3.1M

60,012

1.4%

QCOM QUALCOMM INC

COM

$3.0M

23,009

1.4%

IWM ISHARES TR

RUSSELL 2000 ETF

$2.8M

11,170

1.3%

IWV ISHARES TR

RUSSELL 3000 ETF

$2.4M

6,357

1.1%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$2.3M

17,578

1.1%

V VISA INC

COM CL A

$2.3M

7,718

1.1%

UNH UNITEDHEALTH GROUP INC

COM

$2.3M

8,620

1.1%

OEF ISHARES TR

S&P 100 ETF

$2.3M

7,216

1.1%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$2.3M

15,326

1.0%

CRM SALESFORCE INC

COM

$2.3M

12,145

1.0%

TIP ISHARES TR

TIPS BD ETF

$2.2M

19,832

1.0%

PGR PROGRESSIVE CORP

COM

$2.1M

10,627

1.0%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$2.0M

4,219

0.9%

INTU INTUIT

COM

$2.0M

4,670

0.9%

JPIN J P MORGAN EXCHANGE TRADED F

DIV RTN INT EQ

$1.8M

25,381

0.8%

ABT ABBOTT LABORATORIES

COM

$1.8M

17,380

0.8%

BR BROADRIDGE FINL SOLUTIONS IN

COM

$1.8M

10,865

0.8%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$1.7M

27,161

0.8%

UPS UNITED PARCEL SVCS INC

CL B

$1.6M

15,889

0.7%

SJCP MANAGER DIRECTED PORTFOLIOS

SANJAC ALPHA COR

$1.5M

58,678

0.7%

SJLD MANAGER DIRECTED PORTFOLIOS

SANJAC ALPHA LOW

$1.5M

57,938

0.7%

AVGO BROADCOM INC

COM

$1.4M

4,660

0.7%

BFS SAUL CTRS INC

COM

$1.4M

41,959

0.6%

AOA ISHARES TR

CORE 80/20 AGGRE

$1.3M

15,145

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

31%前 6 大占比

SPY7.2%MSFT5.8%AAPL5.3%AGG4.2%GOOGL4.1%NVDA4.0%

WEALTHEDGE INVESTMENT ADVISORS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心