Wealthspire Advisors, LLC
NEW YORK NY · SEC CIK 0001646247
$181.62亿2026Q2 申报市值
1,298持仓数
40.7%前十大占比 · 第一大 11.8%
363 / 46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
SPYM 加仓+$4.44亿
SGOV 加仓+$2.22亿
IVV 加仓+$1.49亿
VTI 加仓+$1.24亿
IAU 加仓+$1.23亿
2026Q2 卖出最多 按季末市值估算
VV 减仓-$9,547.67万
AON 减仓-$8,546.03万
SCHF 减仓-$3,516.41万
USFR 减仓-$1,152.94万
VO 减仓-$1,039.29万
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 |
|---|---|---|---|---|---|---|---|---|
| — | GLOBAL BUSINESS TRAVEL GROUP | $0 | 0.00% | 0 | -258,593 | -100.0% | -$144.29万 | 清仓 |
| AGX | ARGAN INC | $0 | 0.00% | 0 | -1,579 | -100.0% | -$86.00万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -11,030 | -100.0% | -$77.77万 | 清仓 |
| VPLS | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -9,898 | -100.0% | -$76.80万 | 清仓 |
| FLOT | ISHARES TR | $0 | 0.00% | 0 | -12,786 | -100.0% | -$65.14万 | 清仓 |
| — | LINKBANCORP INC | $0 | 0.00% | 0 | -69,039 | -100.0% | -$57.58万 | 清仓 |
| IYM | ISHARES TR | $0 | 0.00% | 0 | -2,523 | -100.0% | -$44.38万 | 清仓 |
| FNV | FRANCO NEV CORP | $0 | 0.00% | 0 | -1,696 | -100.0% | -$41.90万 | 清仓 |
| BWXT | BWX TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,994 | -100.0% | -$40.78万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -714 | -100.0% | -$38.51万 | 清仓 |
| RIO | RIO TINTO PLC | $0 | 0.00% | 0 | -4,035 | -100.0% | -$37.64万 | 清仓 |
| MWA | MUELLER WTR PRODS INC | $0 | 0.00% | 0 | -13,307 | -100.0% | -$36.58万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -4,360 | -100.0% | -$35.12万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -1,145 | -100.0% | -$30.97万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -1,244 | -100.0% | -$29.78万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -8,737 | -100.0% | -$29.27万 | 清仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $0 | 0.00% | 0 | -15,481 | -100.0% | -$26.43万 | 清仓 |
| HRI | HERC HLDGS INC | $0 | 0.00% | 0 | -2,645 | -100.0% | -$26.33万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -1,073 | -100.0% | -$26.19万 | 清仓 |
| SU | SUNCOR ENERGY INC NEW | $0 | 0.00% | 0 | -3,816 | -100.0% | -$25.23万 | 清仓 |
| — | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -8,032 | -100.0% | -$22.71万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -1,102 | -100.0% | -$22.37万 | 清仓 |
| NYT | NEW YORK TIMES CO MTN BE | $0 | 0.00% | 0 | -2,572 | -100.0% | -$21.54万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -4,507 | -100.0% | -$21.14万 | 清仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,538 | -100.0% | -$21.04万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -6,260 | -100.0% | -$20.78万 | 清仓 |
| FROG | JFROG LTD | $0 | 0.00% | 0 | -4,405 | -100.0% | -$20.67万 | 清仓 |
| MCHI | ISHARES TR | $0 | 0.00% | 0 | -3,644 | -100.0% | -$20.47万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -796 | -100.0% | -$20.26万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -4,947 | -100.0% | -$20.18万 | 清仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $0 | 0.00% | 0 | -11,181 | -100.0% | -$18.97万 | 清仓 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | -10,244 | -100.0% | -$11.37万 | 清仓 |
| — | EATON VANCE FLOATING RATE IN | $0 | 0.00% | 0 | -10,195 | -100.0% | -$10.94万 | 清仓 |
| — | DIGIMARC CORP NEW | $0 | 0.00% | 0 | -14,400 | -100.0% | -$7.07万 | 清仓 |
| — | MONROE CAP CORP | $0 | 0.00% | 0 | -11,586 | -100.0% | -$5.33万 | 清仓 |
| SSP | SCRIPPS E W CO OHIO | $0 | 0.00% | 0 | -11,060 | -100.0% | -$4.11万 | 清仓 |
| — | REDFIN CORP | $0 | 0.00% | 0 | -27,000 | -100.0% | -$2.59万 | 清仓 |
| — | MGP INGREDIENTS INC NEW | $0 | 0.00% | 0 | -26,000 | -100.0% | -$2.51万 | 清仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $0 | 0.00% | 0 | -27,000 | -100.0% | -$2.49万 | 清仓 |
| — | BLACKSTONE MORTGAGE TRUST IN | $0 | 0.00% | 0 | -24,000 | -100.0% | -$2.38万 | 清仓 |
| — | PEBBLEBROOK HOTEL TR | $0 | 0.00% | 0 | -22,000 | -100.0% | -$2.17万 | 清仓 |
| — | SNAP INC | $0 | 0.00% | 0 | -18,000 | -100.0% | -$1.70万 | 清仓 |
| — | BANDWIDTH INC | $0 | 0.00% | 0 | -16,000 | -100.0% | -$1.42万 | 清仓 |
| — | FEMASYS INC | $0 | 0.00% | 0 | -28,134 | -100.0% | -$1.18万 | 清仓 |
| — | WHEELS UP EXPERIENCE INC | $0 | 0.00% | 0 | -10,318 | -100.0% | -$5,330 | 清仓 |
| — | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -147,080 | -100.0% | -$1,030 | 清仓 |
| — | RSTK ALL FOR ONE MEDIA CORP COM | $0 | 0.00% | 66,580 | 66,580 | — | — | 新建仓 |
| — | COLLATERAL DELV TO | $0 | 0.00% | 116,472 | 116,472 | — | — | 新建仓 |
| — | WINSONIC DIGITAL MED XXX REGISTRATION REVOKED BY | $0 | 0.00% | 20,000 | 20,000 | — | — | 新建仓 |
| — | FARFETCH LTD ORD SH CL A | $0 | 0.00% | 15,160 | 15,160 | — | — | 新建仓 |
| — | AEGIS ASSMTS INC COM | $0 | 0.00% | 20,000 | 20,000 | — | — | 新建仓 |
| — | SMA ALLIANCE INC | $0 | 0.00% | 10,800 | 10,800 | — | — | 新建仓 |
| — | ENTERTAINMENT ARTS | $3 | 0.00% | 11,500 | 11,500 | — | $3 | 新建仓 |
| — | WITH INC COM | $3 | 0.00% | 25,000 | 25,000 | — | $3 | 新建仓 |
| — | NEW YORK REGIONAL RAIL CORP | $10 | 0.00% | 106,300 | 106,300 | — | $10 | 新建仓 |
| — | U S STEM CELL INC | $11 | 0.00% | 111,111 | 111,111 | — | $11 | 新建仓 |
| — | AERIUS COM | $29 | 0.00% | 12,000 | 12,000 | — | $29 | 新建仓 |
| — | BALTIA AIR LINES INC COM | $38 | 0.00% | 375,000 | 375,000 | — | $38 | 新建仓 |
| — | SUNHYDROGEN INC COM | $1,260 | 0.00% | 60,000 | 60,000 | — | $1,260 | 新建仓 |
| — | NUKKLEUS INC CMN | $2,389 | 0.00% | 13,972 | 13,972 | — | $2,389 | 新建仓 |
| — | CANNABIX TECHNOLOGIES INC COM | $5,498 | 0.00% | 15,000 | 15,000 | — | $5,498 | 新建仓 |
| — | ABOVE FOOD INGREDIENTS INC. CMN | $5,850 | 0.00% | 65,000 | 65,000 | — | $5,850 | 新建仓 |
| GETYQ | GETTY IMAGES HOLDINGS INC | $8,681 | 0.00% | 10,094 | 10,094 | — | $8,681 | 新建仓 |
| — | EIGHTCO HOLDINGS INC | $8,717 | 0.00% | 12,532 | 12,532 | — | $8,717 | 新建仓 |
| — | WEST PT GOLD CORP | $1.00万 | 0.00% | 10,000 | 10,000 | — | $1.00万 | 新建仓 |
| — | FIDELITY GOVERNMENT | $1.18万 | 0.00% | 11,753 | 11,753 | — | $1.18万 | 新建仓 |
| — | FRACTYL HEALTH INC | $1.24万 | 0.00% | 15,617 | 0 | 0.0% | — | 不变 |
| — | CIBUS INC | $1.37万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | FALCON OIL & GAS LTD COM | $1.41万 | 0.00% | 64,370 | 64,370 | — | $1.41万 | 新建仓 |
| IVVD | INVIVYD INC | $1.53万 | 0.00% | 17,595 | 0 | 0.0% | — | 不变 |
| — | CARDIOL THERAPEUTICS INC | $1.61万 | 0.00% | 15,151 | 0 | 0.0% | — | 不变 |
| — | MONEY MARKET FUND 608919205 | $1.69万 | 0.00% | 16,892 | 16,892 | — | $1.69万 | 新建仓 |
| — | ORGANIGRAM GLOBAL INC | $1.89万 | 0.00% | 18,522 | 0 | 0.0% | — | 不变 |
| — | FIDELITY TREASURY MONEY MARKET FUND | $2.04万 | 0.00% | 20,449 | 20,449 | — | $2.04万 | 新建仓 |
| — | FIDELITY TREASURY ONLY PORTFOLIO INSTITUTIONAL FUND CLASS | $2.08万 | 0.00% | 20,756 | 20,756 | — | $2.08万 | 新建仓 |
| — | BANK HAPOALIM B.M 4.2pcnt26 CD FDIC INS DUE 12/30/26 | $2.50万 | 0.00% | 25,000 | 25,000 | — | $2.50万 | 新建仓 |
| — | SYNCHRONY BANK 5pcnt28 CD FDIC INS DUE 03/24/28 | $2.54万 | 0.00% | 25,000 | 25,000 | — | $2.54万 | 新建仓 |
| — | FIMM MONEY MARKET PORT FUND INST CLASS M/M | $2.60万 | 0.00% | 26,000 | 26,000 | — | $2.60万 | 新建仓 |
| — | WRAP TECHNOLOGIES INC | $2.74万 | 0.00% | 21,234 | -23,600 | -52.6% | -$3.04万 | 减仓 |
| — | ELME COMMUNITIES | $2.87万 | 0.00% | 19,364 | 0 | 0.0% | — | 不变 |
| — | FEDERATED HRMS PRIME CS OBL WS | $2.89万 | 0.00% | 28,925 | 28,925 | — | $2.89万 | 新建仓 |
| — | ZAPATA QUANTUM INC COMMON STOCK | $3.17万 | 0.00% | 25,000 | 25,000 | — | $3.17万 | 新建仓 |
| — | DREYFUS TREASURY (SEC CASH MGT INSTL) | $3.23万 | 0.00% | 32,285 | 32,285 | — | $3.23万 | 新建仓 |
| — | GAIN THERAPEUTICS INC | $3.43万 | 0.00% | 16,900 | 0 | 0.0% | — | 不变 |
| — | ANNOVIS BIO INC | $3.72万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | STEREOTAXIS INC | $4.13万 | 0.00% | 24,000 | -7,500 | -23.8% | -$1.29万 | 减仓 |
| — | BEYOND MEAT INC | $4.32万 | 0.00% | 57,633 | 17,615 | 44.0% | $1.32万 | 加仓 |
| — | AMERICAN BITCOIN CORP. | $4.36万 | 0.00% | 63,986 | 63,986 | — | $4.36万 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED | $4.52万 | 0.00% | 11,986 | 11,986 | — | $4.52万 | 新建仓 |
| DDD | 3D SYS CORP DEL | $4.83万 | 0.00% | 16,000 | 0 | 0.0% | — | 不变 |
| FWDI | FORWARD INDS INC TEX COM | $5.06万 | 0.00% | 12,000 | 12,000 | — | $5.06万 | 新建仓 |
| MQ | MARQETA INC | $5.08万 | 0.00% | 12,500 | 12,500 | — | $5.08万 | 新建仓 |
| — | WELLS FARGO BANK 3.75pcnt26 CD FDIC INS DUE 09/18/26 | $5.10万 | 0.00% | 51,000 | 51,000 | — | $5.10万 | 新建仓 |
| — | HORIZON TECHNOLOGY FIN CORP | $5.29万 | 0.00% | 11,190 | 11,190 | — | $5.29万 | 新建仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $5.33万 | 0.00% | 14,535 | 2,000 | 16.0% | $7,340 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES | $5.93万 | 0.00% | 11,891 | 11,891 | — | $5.93万 | 新建仓 |
| — | EMPIRE ST RLTY OP L P | $6.06万 | 0.00% | 12,067 | 0 | 0.0% | — | 不变 |
| — | VOLITIONRX LTD | $6.08万 | 0.00% | 45,000 | -175,000 | -79.5% | -$23.62万 | 减仓 |
| — | TECOGEN INC NEW | $6.11万 | 0.00% | 11,711 | 11,711 | — | $6.11万 | 新建仓 |
| STLN | THE ONCOLOGY INSTITUTE INC | $6.19万 | 0.00% | 11,400 | 11,400 | — | $6.19万 | 新建仓 |