WEALTHCARE CAPITAL MANAGEMENT LLC
RICHMOND VA · SEC CIK 0001516450
$10.54亿2026Q2 申报市值
105持仓数
85.5%前十大占比 · 第一大 36.4%
13 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XSVN 新建仓+$334.35万
BNDX 加仓+$321.28万
IEF 加仓+$304.91万
AGG 加仓+$292.70万
STIP 加仓+$216.83万
2026Q2 卖出最多 按季末市值估算
VTI 减仓-$1,814.64万
EXXON MOBIL CORP 清仓-$237.90万
VEU 减仓-$196.26万
USFR 减仓-$160.16万
SCHX 减仓-$110.81万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -14,022 | -100.0% | -$237.90万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -7,302 | -100.0% | -$41.39万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -907 | -100.0% | -$28.07万 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,761 | -100.0% | -$24.49万 | 清仓 |
| BIZD | VANECK ETF TRUST | $14.03万 | 0.01% | 11,083 | 0 | 0.0% | — | 不变 |
| — | BITWISE ETHEREUM ETF | $19.13万 | 0.02% | 16,963 | 16,963 | — | $19.13万 | 新建仓 |
| BUFB | INNOVATOR ETFS TRUST | $20.05万 | 0.02% | 5,100 | 5,100 | — | $20.05万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $20.64万 | 0.02% | 3,458 | -2,316 | -40.1% | -$13.82万 | 重新持有 |
| IWD | ISHARES TR | $21.14万 | 0.02% | 872 | 872 | — | $21.14万 | 新建仓 |
| META | META PLATFORMS INC | $21.63万 | 0.02% | 384 | -9 | -2.3% | -$5,070 | 减仓 |
| RTX | RTX CORPORATION | $21.90万 | 0.02% | 1,154 | -4 | -0.3% | -$759 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $22.05万 | 0.02% | 191 | 191 | — | $22.05万 | 新建仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $22.07万 | 0.02% | 6,466 | 6,466 | — | $22.07万 | 新建仓 |
| IWF | ISHARES TR | $22.10万 | 0.02% | 1,780 | 1,335 | 300.0% | $16.58万 | 重新持有 |
| SCHX | SCHWAB STRATEGIC TR | $23.77万 | 0.02% | 8,076 | -37,651 | -82.3% | -$110.81万 | 减仓 |
| CAT | CATERPILLAR INC | $23.85万 | 0.02% | 224 | 224 | — | $23.85万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $24.22万 | 0.02% | 417 | 417 | — | $24.22万 | 新建仓 |
| PAVE | GLOBAL X FDS | $25.97万 | 0.02% | 4,407 | -125 | -2.8% | -$7,365 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $26.13万 | 0.02% | 5,891 | -3,075 | -34.3% | -$13.64万 | 减仓 |
| EFA | ISHARES TR | $26.83万 | 0.03% | 2,583 | -150 | -5.5% | -$1.56万 | 减仓 |
| VB | VANGUARD INDEX FDS | $27.07万 | 0.03% | 893 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $27.84万 | 0.03% | 378 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $29.81万 | 0.03% | 874 | 874 | — | $29.81万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $30.20万 | 0.03% | 1,074 | 4 | 0.4% | $1,125 | 加仓 |
| REMX | VANECK ETF TRUST | $30.64万 | 0.03% | 3,462 | 508 | 17.2% | $4.50万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $31.04万 | 0.03% | 7,524 | 869 | 13.1% | $3.58万 | 加仓 |
| AMZN | AMAZON COM INC | $31.20万 | 0.03% | 1,309 | -33 | -2.5% | -$7,865 | 减仓 |
| IWM | ISHARES TR | $31.70万 | 0.03% | 1,055 | -48 | -4.4% | -$1.44万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $33.46万 | 0.03% | 358 | -2 | -0.6% | -$1,869 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $34.93万 | 0.03% | 14,037 | 24 | 0.2% | $597 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $35.67万 | 0.03% | 10,716 | 5,183 | 93.7% | $17.25万 | 加仓 |
| VV | VANGUARD INDEX FDS | $36.11万 | 0.03% | 1,050 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $36.36万 | 0.03% | 7,703 | -1 | -0.0% | -$47 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $36.44万 | 0.03% | 1,540 | -56 | -3.5% | -$1.33万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $36.50万 | 0.03% | 519 | 0 | 0.0% | — | 不变 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $38.25万 | 0.04% | 4,085 | 59 | 1.5% | $5,524 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $39.65万 | 0.04% | 759 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $41.77万 | 0.04% | 2,309 | 7 | 0.3% | $1,266 | 加仓 |
| TXN | TEXAS INSTRS INC | $42.15万 | 0.04% | 1,414 | 1,414 | — | $42.15万 | 新建仓 |
| GOOGL | ALPHABET INC | $43.56万 | 0.04% | 1,219 | -17 | -1.4% | -$6,075 | 减仓 |
| IVW | ISHARES TR | $43.73万 | 0.04% | 3,180 | -5 | -0.2% | -$688 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $43.76万 | 0.04% | 2,282 | -53 | -2.3% | -$1.02万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $44.14万 | 0.04% | 8,957 | 183 | 2.1% | $9,018 | 加仓 |
| XT | ISHARES TR | $44.46万 | 0.04% | 5,381 | -21 | -0.4% | -$1,735 | 减仓 |
| IFRA | ISHARES TR | $44.53万 | 0.04% | 7,064 | 836 | 13.4% | $5.27万 | 加仓 |
| HYD | VANECK ETF TRUST | $45.70万 | 0.04% | 8,871 | 8,871 | — | $45.70万 | 新建仓 |
| CWI | SPDR INDEX SHS FDS | $46.29万 | 0.04% | 11,383 | -243 | -2.1% | -$9,883 | 减仓 |
| IGE | ISHARES TR | $47.59万 | 0.05% | 8,471 | 1,869 | 28.3% | $10.50万 | 加仓 |
| MSFT | MICROSOFT CORP | $49.23万 | 0.05% | 1,320 | -103 | -7.2% | -$3.84万 | 减仓 |
| SO | SOUTHERN CO | $51.06万 | 0.05% | 5,335 | -3 | -0.1% | -$287 | 减仓 |
| SHV | ISHARES TR | $51.27万 | 0.05% | 4,646 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $52.70万 | 0.05% | 6,834 | -347 | -4.8% | -$2.68万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $52.92万 | 0.05% | 15,287 | -1,380 | -8.3% | -$4.78万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $56.48万 | 0.05% | 20,389 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $58.73万 | 0.06% | 4,206 | 4,206 | — | $58.73万 | 新建仓 |
| USRT | ISHARES TR | $60.48万 | 0.06% | 9,102 | 1,998 | 28.1% | $13.28万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $62.88万 | 0.06% | 7,674 | 697 | 10.0% | $5.71万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $63.89万 | 0.06% | 24,881 | -9,755 | -28.2% | -$25.05万 | 减仓 |
| BIL | SPDR SERIES TRUST | $64.05万 | 0.06% | 6,989 | 112 | 1.6% | $1.03万 | 加仓 |
| GLDM | WORLD GOLD TR | $69.79万 | 0.07% | 8,788 | -505 | -5.4% | -$4.01万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $72.73万 | 0.07% | 2,222 | -7 | -0.3% | -$2,291 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $78.81万 | 0.07% | 15,640 | 1,621 | 11.6% | $8.17万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $79.16万 | 0.08% | 1,582 | -1,391 | -46.8% | -$69.60万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $80.16万 | 0.08% | 4,006 | -168 | -4.0% | -$3.36万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $82.69万 | 0.08% | 1,204 | -70 | -5.5% | -$4.81万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $84.61万 | 0.08% | 41,537 | 5,022 | 13.8% | $10.23万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $87.75万 | 0.08% | 1,175 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $89.64万 | 0.09% | 30,952 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $99.29万 | 0.09% | 12,059 | 406 | 3.5% | $3.34万 | 加仓 |
| EMXC | ISHARES INC | $99.44万 | 0.09% | 9,720 | -1,771 | -15.4% | -$18.12万 | 减仓 |
| MGV | VANGUARD WORLD FD | $104.62万 | 0.10% | 6,401 | -344 | -5.1% | -$5.62万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $106.82万 | 0.10% | 47,924 | 2,804 | 6.2% | $6.25万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $108.59万 | 0.10% | 25,727 | 4,824 | 23.1% | $20.36万 | 加仓 |
| SCZ | ISHARES TR | $125.21万 | 0.12% | 15,219 | -935 | -5.8% | -$7.69万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $130.09万 | 0.12% | 25,899 | 25,899 | — | $130.09万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $153.95万 | 0.15% | 21,607 | -419 | -1.9% | -$2.99万 | 减仓 |
| DBEF | DBX ETF TR | $155.75万 | 0.15% | 28,511 | -670 | -2.3% | -$3.66万 | 减仓 |
| SHM | SPDR SERIES TRUST | $181.36万 | 0.17% | 37,810 | -708 | -1.8% | -$3.40万 | 减仓 |
| IWB | ISHARES TR | $195.50万 | 0.19% | 4,774 | 240 | 5.3% | $9.83万 | 加仓 |
| AAPL | APPLE INC | $220.44万 | 0.21% | 7,618 | -1,399 | -15.5% | -$40.48万 | 减仓 |
| SHY | ISHARES TR | $221.40万 | 0.21% | 26,964 | 286 | 1.1% | $2.35万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $225.79万 | 0.21% | 24,870 | -724 | -2.8% | -$6.57万 | 减仓 |
| SUB | ISHARES TR | $235.49万 | 0.22% | 22,118 | -4,925 | -18.2% | -$52.44万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $265.52万 | 0.25% | 39,302 | 824 | 2.1% | $5.57万 | 加仓 |
| IVV | ISHARES TR | $294.11万 | 0.28% | 3,927 | -47 | -1.2% | -$3.52万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $305.29万 | 0.29% | 96,275 | 20,956 | 27.8% | $66.45万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $320.57万 | 0.30% | 55,587 | -3,035 | -5.2% | -$17.50万 | 减仓 |
| IWV | ISHARES TR | $326.32万 | 0.31% | 7,653 | -781 | -9.3% | -$33.30万 | 减仓 |
| XSVN | BONDBLOXX ETF TRUST | $334.35万 | 0.32% | 70,731 | 70,731 | — | $334.35万 | 新建仓 |
| DSI | ISHARES TR | $350.12万 | 0.33% | 24,589 | 400 | 1.7% | $5.70万 | 加仓 |
| IXUS | ISHARES TR | $354.58万 | 0.34% | 37,152 | -681 | -1.8% | -$6.50万 | 减仓 |
| AGG | ISHARES TR | $453.25万 | 0.43% | 45,792 | 29,572 | 182.3% | $292.70万 | 加仓 |
| USFR | WISDOMTREE TR | $770.49万 | 0.73% | 153,027 | -31,809 | -17.2% | -$160.16万 | 减仓 |
| TFI | SPDR SERIES TRUST | $781.78万 | 0.74% | 170,695 | -12,642 | -6.9% | -$57.90万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $934.90万 | 0.89% | 106,384 | 1,719 | 1.6% | $15.11万 | 加仓 |
| IVZ | INVESCO LTD | $1,141.49万 | 1.08% | 432,545 | -33,000 | -7.1% | -$87.09万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,144.85万 | 1.09% | 432,020 | 1,866 | 0.4% | $4.94万 | 加仓 |
| IEI | ISHARES TR | $1,155.47万 | 1.10% | 98,380 | 1,559 | 1.6% | $18.31万 | 加仓 |
| MUB | ISHARES TR | $1,238.55万 | 1.18% | 115,086 | 8,065 | 7.5% | $86.80万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,289.23万 | 1.22% | 266,204 | 66,339 | 33.2% | $321.28万 | 加仓 |