Wealthspire Advisors, LLC
NEW YORK NY · SEC CIK 0001646247
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $303.84万 | 0.02% | 42,717 | -1,096 | -2.5% | -$7.80万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $304.77万 | 0.02% | 61,733 | -623 | -1.0% | -$3.08万 | 减仓 |
| DVY | ISHARES TR | $304.87万 | 0.02% | 20,136 | 430 | 2.2% | $6.51万 | 加仓 |
| UNP | UNION PAC CORP | $305.93万 | 0.02% | 12,609 | -2,776 | -18.0% | -$67.35万 | 减仓 |
| LRGF | ISHARES TR | $309.30万 | 0.02% | 46,864 | -969 | -2.0% | -$6.40万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $309.97万 | 0.02% | 50,599 | 2,674 | 5.6% | $16.38万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $310.55万 | 0.02% | 136,928 | 676 | 0.5% | $1.53万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $311.32万 | 0.02% | 15,303 | -5,848 | -27.6% | -$118.97万 | 减仓 |
| WFC | WELLS FARGO & CO | $313.63万 | 0.02% | 39,396 | -13,586 | -25.6% | -$108.16万 | 减仓 |
| HQY | HEALTHEQUITY INC | $317.36万 | 0.02% | 37,975 | -364 | -0.9% | -$3.04万 | 减仓 |
| MGK | VANGUARD WORLD FD | $317.65万 | 0.02% | 8,645 | -431 | -4.7% | -$15.84万 | 减仓 |
| BIL | SPDR SERIES TRUST | $318.20万 | 0.02% | 34,723 | -8,528 | -19.7% | -$78.15万 | 减仓 |
| BX | BLACKSTONE INC | $320.01万 | 0.03% | 27,829 | -913 | -3.2% | -$10.50万 | 减仓 |
| AMGN | AMGEN INC | $324.87万 | 0.03% | 9,233 | -2,524 | -21.5% | -$88.81万 | 减仓 |
| DSI | ISHARES TR | $324.98万 | 0.03% | 26,815 | -1,494 | -5.3% | -$18.11万 | 减仓 |
| VPU | VANGUARD WORLD FD | $329.45万 | 0.03% | 16,627 | -23 | -0.1% | -$4,557 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $332.22万 | 0.03% | 8,149 | -77 | -0.9% | -$3.14万 | 减仓 |
| — | HONEYWELL INTL INC | $337.83万 | 0.03% | 14,946 | -3,346 | -18.3% | -$75.63万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $338.54万 | 0.03% | 12,511 | -4,887 | -28.1% | -$132.24万 | 减仓 |
| ORCL | ORACLE CORP | $347.17万 | 0.03% | 23,600 | -19,827 | -45.7% | -$291.67万 | 减仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $348.26万 | 0.03% | 74,942 | -739 | -1.0% | -$3.43万 | 减仓 |
| SOXX | ISHARES TR | $350.23万 | 0.03% | 10,656 | 1,077 | 11.2% | $35.40万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $353.40万 | 0.03% | 83,705 | 18,767 | 28.9% | $79.23万 | 加仓 |
| DIS | DISNEY WALT CO | $354.12万 | 0.03% | 36,742 | 6,566 | 21.8% | $63.28万 | 加仓 |
| PFE | PFIZER INC | $354.85万 | 0.03% | 126,372 | -11,942 | -8.6% | -$33.53万 | 减仓 |
| AMAT | APPLIED MATLS INC | $360.42万 | 0.03% | 10,545 | -2,490 | -19.1% | -$85.11万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $360.45万 | 0.03% | 12,908 | -3,987 | -23.6% | -$111.33万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $366.17万 | 0.03% | 4,328 | -4,555 | -51.3% | -$385.37万 | 减仓 |
| ETN | EATON CORP PLC | $366.77万 | 0.03% | 10,255 | -732 | -6.7% | -$26.18万 | 减仓 |
| DLN | WISDOMTREE TR | $367.67万 | 0.03% | 41,159 | -14 | -0.0% | -$1,251 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $369.22万 | 0.03% | 126,750 | -9,812 | -7.2% | -$28.58万 | 减仓 |
| HYD | VANECK ETF TRUST | $370.76万 | 0.03% | 73,945 | 1,814 | 2.5% | $9.10万 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP | $371.21万 | 0.03% | 29,375 | -113 | -0.4% | -$1.43万 | 减仓 |
| MS | MORGAN STANLEY | $371.99万 | 0.03% | 22,604 | -3,065 | -11.9% | -$50.44万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $374.11万 | 0.03% | 8,077 | 468 | 6.2% | $21.68万 | 加仓 |
| EEM | ISHARES TR | $374.50万 | 0.03% | 65,944 | 14,403 | 27.9% | $81.79万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $383.33万 | 0.03% | 67,631 | 41,148 | 155.4% | $233.23万 | 加仓 |
| BAC | BANK AMERICA CORP | $390.07万 | 0.03% | 80,014 | -56,716 | -41.5% | -$276.49万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $391.00万 | 0.03% | 11,574 | -3,919 | -25.3% | -$132.39万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $394.16万 | 0.03% | 29,658 | -4,734 | -13.8% | -$62.92万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $395.63万 | 0.03% | 42,097 | -10,239 | -19.6% | -$96.23万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $397.01万 | 0.03% | 38,668 | -8,728 | -18.4% | -$89.61万 | 减仓 |
| T | AT&T INC | $407.59万 | 0.03% | 140,595 | -42,103 | -23.0% | -$122.06万 | 减仓 |
| SHV | ISHARES TR | $412.84万 | 0.03% | 37,398 | 121 | 0.3% | $1.34万 | 加仓 |
| GEV | GE VERNOVA INC | $424.17万 | 0.03% | 4,859 | -1,976 | -28.9% | -$172.50万 | 减仓 |
| BA | BOEING CO | $428.27万 | 0.03% | 21,518 | -1,199 | -5.3% | -$23.86万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $431.02万 | 0.03% | 104,053 | 94,971 | 1,045.7% | $393.40万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $434.83万 | 0.03% | 82,386 | -6,574 | -7.4% | -$34.70万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $436.08万 | 0.03% | 14,417 | 132 | 0.9% | $3.99万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $436.90万 | 0.03% | 95,248 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $437.90万 | 0.03% | 6,276 | 590 | 10.4% | $41.17万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $458.00万 | 0.04% | 7,578 | 1,620 | 27.2% | $97.91万 | 加仓 |
| RTX | RTX CORPORATION | $466.67万 | 0.04% | 24,192 | -1,114 | -4.4% | -$21.49万 | 减仓 |
| CAT | CATERPILLAR INC | $469.57万 | 0.04% | 6,628 | -1,429 | -17.7% | -$101.24万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $474.92万 | 0.04% | 375,135 | 356,348 | 1,896.8% | $451.14万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $476.10万 | 0.04% | 14,556 | -2,666 | -15.5% | -$87.20万 | 减仓 |
| MO | ALTRIA GROUP INC | $477.07万 | 0.04% | 72,295 | -5,781 | -7.4% | -$38.15万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $478.34万 | 0.04% | 66,362 | -2 | -0.0% | -$144 | 减仓 |
| MGV | VANGUARD WORLD FD | $485.48万 | 0.04% | 33,493 | -1,641 | -4.7% | -$23.79万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $485.59万 | 0.04% | 151,700 | 138,647 | 1,062.2% | $443.81万 | 加仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $486.62万 | 0.04% | 180,498 | -7,288 | -3.9% | -$19.65万 | 减仓 |
| ESGE | ISHARES INC | $504.98万 | 0.04% | 111,059 | -2,602 | -2.3% | -$11.83万 | 减仓 |
| SUB | ISHARES TR | $512.41万 | 0.04% | 48,114 | -116 | -0.2% | -$1.24万 | 减仓 |
| AMLP | ALPS ETF TR | $517.12万 | 0.04% | 98,238 | 20,835 | 26.9% | $109.68万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $534.30万 | 0.04% | 172,576 | 1,122 | 0.7% | $3.47万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $546.31万 | 0.04% | 142,193 | 17,091 | 13.7% | $65.66万 | 加仓 |
| TFI | SPDR SERIES TRUST | $547.57万 | 0.04% | 120,770 | 913 | 0.8% | $4.14万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $553.53万 | 0.04% | 171,796 | -14,334 | -7.7% | -$46.18万 | 减仓 |
| EIM | EATON VANCE MUN BD FD | $555.00万 | 0.04% | 568,062 | -9,205 | -1.6% | -$8.99万 | 减仓 |
| NBOS | NEUBERGER BERMAN ETF TRUST | $556.10万 | 0.04% | 207,936 | -7,301 | -3.4% | -$19.53万 | 减仓 |
| GLDM | WORLD GOLD TR | $561.44万 | 0.04% | 60,572 | 28,743 | 90.3% | $266.42万 | 加仓 |
| SBUX | STARBUCKS CORP | $574.91万 | 0.05% | 64,171 | 12,054 | 23.1% | $107.99万 | 加仓 |
| GE | GE AEROSPACE | $582.15万 | 0.05% | 20,515 | -8,081 | -28.3% | -$229.31万 | 减仓 |
| NFLX | NETFLIX INC. | $591.01万 | 0.05% | 61,468 | -33,002 | -34.9% | -$317.31万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $596.54万 | 0.05% | 151,869 | 7,559 | 5.2% | $29.69万 | 加仓 |
| ISTB | ISHARES TR | $598.71万 | 0.05% | 123,547 | 96,544 | 357.5% | $467.85万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $602.11万 | 0.05% | 48,119 | 201 | 0.4% | $2.52万 | 加仓 |
| REET | ISHARES TR | $605.54万 | 0.05% | 240,770 | 28,159 | 13.2% | $70.82万 | 加仓 |
| DTH | WISDOMTREE TR | $618.34万 | 0.05% | 114,317 | -5,525 | -4.6% | -$29.88万 | 减仓 |
| MCD | MCDONALDS CORP | $624.20万 | 0.05% | 20,084 | -2,167 | -9.7% | -$67.35万 | 减仓 |
| PEP | PEPSICO INC | $628.74万 | 0.05% | 40,488 | -6,208 | -13.3% | -$96.40万 | 减仓 |
| MRK | MERCK & CO INC | $643.36万 | 0.05% | 53,484 | -5,819 | -9.8% | -$70.00万 | 减仓 |
| IVE | ISHARES TR | $656.28万 | 0.05% | 31,081 | -393 | -1.2% | -$8.30万 | 减仓 |
| CRM | SALESFORCE INC | $668.31万 | 0.05% | 35,801 | -5,183 | -12.6% | -$96.75万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $672.66万 | 0.05% | 8,706 | 5,463 | 168.5% | $422.10万 | 加仓 |
| CSCO | CISCO SYS INC | $672.94万 | 0.05% | 86,730 | -3,586 | -4.0% | -$27.82万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $685.56万 | 0.05% | 46,866 | -5,654 | -10.8% | -$82.71万 | 减仓 |
| LOW | LOWES COS INC | $693.57万 | 0.05% | 29,354 | 18,200 | 163.2% | $430.03万 | 加仓 |
| — | MCCORMICK & CO INC | $705.19万 | 0.06% | 139,975 | 133,695 | 2,128.9% | $673.56万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $706.24万 | 0.06% | 207,901 | -549 | -0.3% | -$1.86万 | 减仓 |
| — | BYRNA TECHNOLOGIES INC | $718.56万 | 0.06% | 782,749 | 537,635 | 219.3% | $493.55万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $731.06万 | 0.06% | 11,853 | 31 | 0.3% | $1.91万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $758.95万 | 0.06% | 24,959 | 23,587 | 1,719.2% | $717.23万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $780.32万 | 0.06% | 15,617 | -3,787 | -19.5% | -$189.22万 | 减仓 |
| SDY | SPDR SERIES TRUST | $795.91万 | 0.06% | 54,537 | 315 | 0.6% | $4.60万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $814.76万 | 0.06% | 98,843 | 1,432 | 1.5% | $11.80万 | 加仓 |
| V | VISA INC | $825.68万 | 0.06% | 27,319 | -8,838 | -24.4% | -$267.12万 | 减仓 |
| PGR | PROGRESSIVE CORP | $844.52万 | 0.07% | 42,601 | -2,186 | -4.9% | -$43.34万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $858.28万 | 0.07% | 346,081 | -5,865 | -1.7% | -$14.55万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $864.29万 | 0.07% | 178,351 | -14,302 | -7.4% | -$69.31万 | 减仓 |