13F 机构持仓

Wealthspire Advisors, LLC

NEW YORK NY · SEC CIK 0001646247

2026Q22026Q1 更早 9 个季度 🔒
$127.34亿2026Q1 申报市值
932持仓数
47.1%前十大占比 · 第一大 13.7%
31 / 144新建仓 / 清仓
申报市值走势$181.62亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 13.7%
VEA 7.3%
VOO 5.3%
IJH 4.1%
VXUS 3.8%
SCHD 3.2%
AON 2.5%
VTI 2.4%
SCHF 2.4%
VUG 2.3%

2026Q1 买入最多 按季末市值估算

AON 加仓+$2.29亿
VV 加仓+$7,843.38万
VEA 加仓+$6,284.76万
VXUS 加仓+$3,482.86万
VUG 加仓+$3,381.72万

2026Q1 卖出最多 按季末市值估算

GOOG 减仓-$2,504.78万
AAPL 减仓-$1,973.39万
USFR 减仓-$1,832.06万
MSFT 减仓-$1,688.61万
VOO 减仓-$1,603.53万

2026Q1 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
HBAN HUNTINGTON BANCSHARES INC $00.00%0 -374,208-100.0% -$649.25万 清仓
EVRG EVERGY INC $00.00%0 -20,877-100.0% -$151.34万 清仓
AZN ASTRAZENECA PLC $00.00%0 -5,430-100.0% -$99.82万 清仓
APP APPLOVIN CORP $00.00%0 —— — 申报中断
BMO BANK MONTREAL QUE $00.00%0 —— — 申报中断
SAP SAP SE $00.00%0 -3,079-100.0% -$74.79万 清仓
HCA HCA HEALTHCARE INC $00.00%0 -1,551-100.0% -$72.40万 清仓
— CYBERARK SOFTWARE LTD $00.00%0 -1,562-100.0% -$69.65万 清仓
HWM HOWMET AEROSPACE INC $00.00%0 -3,310-100.0% -$67.87万 清仓
COR CENCORA INC $00.00%0 -1,974-100.0% -$66.66万 清仓
IFLN INVESCO EXCH TRADED FD TR II $00.00%0 -31,269-100.0% -$58.16万 清仓
SPOT SPOTIFY TECHNOLOGY S A $00.00%0 —— — 申报中断
SNPS SYNOPSYS INC $00.00%0 —— — 申报中断
DOCU DOCUSIGN INC $00.00%0 -8,220-100.0% -$56.22万 清仓
RF REGIONS FINANCIAL CORP NEW $00.00%0 -18,358-100.0% -$49.75万 清仓
PCAR PACCAR INC $00.00%0 -4,536-100.0% -$49.67万 清仓
HSBC HSBC HLDGS PLC $00.00%0 -6,302-100.0% -$49.58万 清仓
NRG NRG ENERGY INC $00.00%0 -3,073-100.0% -$48.93万 清仓
EXPE EXPEDIA GROUP INC $00.00%0 -1,722-100.0% -$48.79万 清仓
UAL UNITED AIRLS HLDGS INC $00.00%0 —— — 申报中断
CCL CARNIVAL CORP $00.00%0 -15,545-100.0% -$47.47万 清仓
AIG AMERICAN INTL GROUP INC $00.00%0 —— — 申报中断
PHM PULTE GROUP INC $00.00%0 -3,930-100.0% -$46.08万 清仓
FITB FIFTH THIRD BANCORP $00.00%0 -9,527-100.0% -$44.60万 清仓
FBTC FIDELITY WISE ORIGIN BITCOIN $00.00%0 —— — 申报中断
FCNCA FIRST CTZNS BANCSHARES INC D $00.00%0 -199-100.0% -$42.71万 清仓
TPR TAPESTRY INC $00.00%0 -3,342-100.0% -$42.70万 清仓
TOST TOAST INC $00.00%0 —— — 申报中断
STT STATE STR CORP $00.00%0 -3,248-100.0% -$41.90万 清仓
LDOS LEIDOS HOLDINGS INC $00.00%0 -2,306-100.0% -$41.61万 清仓
GPC GENUINE PARTS CO $00.00%0 -3,383-100.0% -$41.60万 清仓
LMBS FIRST TR EXCHANGE-TRADED FD $00.00%0 -8,308-100.0% -$41.53万 清仓
XEL XCEL ENERGY INC $00.00%0 -5,575-100.0% -$41.18万 清仓
DASH DOORDASH INC $00.00%0 —— — 申报中断
EBAY EBAY INC. $00.00%0 —— — 申报中断
UTHR UNITED THERAPEUTICS CORP DEL $00.00%0 -832-100.0% -$40.54万 清仓
IXG ISHARES TR $00.00%0 -3,308-100.0% -$39.96万 清仓
BBY BEST BUY INC $00.00%0 —— — 申报中断
RSG REPUBLIC SVCS INC $00.00%0 —— — 申报中断
BR BROADRIDGE FINL SOLUTIONS IN $00.00%0 —— — 申报中断
MTZ MASTEC INC $00.00%0 -1,749-100.0% -$38.02万 清仓
BRO BROWN & BROWN INC $00.00%0 -4,713-100.0% -$37.56万 清仓
VTEC VANGUARD CALIF TAX FREE FDS $00.00%0 —— — 申报中断
L LOEWS CORP $00.00%0 -3,522-100.0% -$37.09万 清仓
— ELECTRONIC ARTS INC $00.00%0 -1,812-100.0% -$37.03万 清仓
XBI SPDR SERIES TRUST $00.00%0 —— — 申报中断
GRMN GARMIN LTD $00.00%0 -1,798-100.0% -$36.47万 清仓
MCO MOODYS CORP $00.00%0 -703-100.0% -$35.93万 清仓
IR INGERSOLL RAND INC $00.00%0 -4,441-100.0% -$35.18万 清仓
— DUPONT DE NEMOURS INC $00.00%0 -8,741-100.0% -$35.14万 清仓
A AGILENT TECHNOLOGIES INC $00.00%0 -2,569-100.0% -$34.96万 清仓
TM TOYOTA MOTOR CORP $00.00%0 -1,629-100.0% -$34.88万 清仓
ITT ITT INC $00.00%0 -1,985-100.0% -$34.44万 清仓
EQIX EQUINIX INC $00.00%0 —— — 申报中断
ILMN ILLUMINA INC $00.00%0 -2,613-100.0% -$34.27万 清仓
IQV IQVIA HLDGS INC $00.00%0 -1,493-100.0% -$33.65万 清仓
ING ING GROEP N.V. $00.00%0 -11,890-100.0% -$33.29万 清仓
XLRE SELECT SECTOR SPDR TR $00.00%0 -8,183-100.0% -$33.02万 清仓
NUE NUCOR CORP $00.00%0 —— — 申报中断
PKG PACKAGING CORP AMER $00.00%0 —— — 申报中断
VRSK VERISK ANALYTICS INC $00.00%0 -1,468-100.0% -$32.84万 清仓
FSLR FIRST SOLAR INC $00.00%0 —— — 申报中断
HPE HEWLETT PACKARD ENTERPRISE C $00.00%0 —— — 申报中断
HII HUNTINGTON INGALLS INDS INC $00.00%0 -943-100.0% -$32.08万 清仓
OTIS OTIS WORLDWIDE CORP $00.00%0 —— — 申报中断
VICI VICI PPTYS INC $00.00%0 -11,143-100.0% -$31.33万 清仓
DG DOLLAR GEN CORP NEW $00.00%0 -2,344-100.0% -$31.12万 清仓
Z ZILLOW GROUP INC $00.00%0 -4,460-100.0% -$30.43万 清仓
WWD WOODWARD INC $00.00%0 -996-100.0% -$30.11万 清仓
HUBB HUBBELL INC $00.00%0 -676-100.0% -$30.03万 清仓
STLD STEEL DYNAMICS INC $00.00%0 -1,768-100.0% -$29.96万 清仓
MFG MIZUHO FINANCIAL GROUP INC $00.00%0 -40,629-100.0% -$29.74万 清仓
ON ON SEMICONDUCTOR CORP $00.00%0 —— — 申报中断
INGR INGREDION INC $00.00%0 -2,670-100.0% -$29.44万 清仓
LPLA LPL FINL HLDGS INC $00.00%0 -822-100.0% -$29.36万 清仓
VLTO VERALTO CORP $00.00%0 —— — 申报中断
IT GARTNER INC $00.00%0 -1,150-100.0% -$29.01万 清仓
CBRE CBRE GROUP INC $00.00%0 -1,791-100.0% -$28.80万 清仓
WPM WHEATON PRECIOUS METALS CORP $00.00%0 -2,435-100.0% -$28.62万 清仓
HUM HUMANA INC $00.00%0 -1,115-100.0% -$28.55万 清仓
— INVESCO EXCHANGE TRADED FD T $00.00%0 -4,644-100.0% -$28.48万 清仓
AWI ARMSTRONG WORLD INDS INC NEW $00.00%0 -1,489-100.0% -$28.45万 清仓
CCK CROWN HLDGS INC $00.00%0 -2,761-100.0% -$28.43万 清仓
LULU LULULEMON ATHLETICA INC $00.00%0 —— — 申报中断
CIEN CIENA CORP $00.00%0 —— — 申报中断
CNP CENTERPOINT ENERGY INC $00.00%0 -7,329-100.0% -$28.10万 清仓
SOLV SOLVENTUM CORP $00.00%0 —— — 申报中断
BKR BAKER HUGHES COMPANY $00.00%0 -6,118-100.0% -$27.86万 清仓
PLXS PLEXUS CORP $00.00%0 -1,881-100.0% -$27.65万 清仓
VST VISTRA CORP $00.00%0 —— — 申报中断
MUSA MURPHY USA INC $00.00%0 -683-100.0% -$27.56万 清仓
SPRY ARS PHARMACEUTICALS INC $00.00%0 -23,650-100.0% -$27.55万 清仓
FIX COMFORT SYS USA INC $00.00%0 -294-100.0% -$27.44万 清仓
CRH CRH PLC $00.00%0 -2,196-100.0% -$27.41万 清仓
MPWR MONOLITHIC PWR SYS INC $00.00%0 —— — 申报中断
SNY SANOFI SA $00.00%0 -5,624-100.0% -$27.26万 清仓
CINF CINCINNATI FINL CORP $00.00%0 -1,667-100.0% -$27.23万 清仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $00.00%0 -3,274-100.0% -$27.18万 清仓
BCS BARCLAYS PLC $00.00%0 -10,645-100.0% -$27.09万 清仓
HDB HDFC BANK LTD $00.00%0 -7,406-100.0% -$27.06万 清仓