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 |
|---|---|---|---|---|---|---|---|---|
| USB | US BANCORP | $174.05万 | 0.01% | 28,816 | 2,327 | 8.8% | $14.06万 | 加仓 |
| — | PRIMECAP ODYSSEY AGGRESSIVE GROWTH FUND | $175.20万 | 0.01% | 26,686 | 26,686 | — | $175.20万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $176.62万 | 0.01% | 76,361 | 32,845 | 75.5% | $75.97万 | 加仓 |
| — | SHORT TERM INCOME POOL | $176.86万 | 0.01% | 140,479 | 140,479 | — | $176.86万 | 新建仓 |
| EMR | EMERSON ELEC CO | $177.27万 | 0.01% | 12,383 | 3,152 | 34.1% | $45.12万 | 加仓 |
| NYF | ISHARES TR | $177.50万 | 0.01% | 32,929 | 3,030 | 10.1% | $16.33万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $177.54万 | 0.01% | 18,008 | 6,702 | 59.3% | $66.08万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $180.49万 | 0.01% | 37,798 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $181.46万 | 0.01% | 5,496 | 763 | 16.1% | $25.19万 | 加仓 |
| TILT | FLEXSHARES TR | $181.99万 | 0.01% | 6,592 | 0 | 0.0% | — | 不变 |
| GENI | GENIUS SPORTS LTD | $182.16万 | 0.01% | 300,600 | 300,600 | — | $182.16万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $183.78万 | 0.01% | 7,057 | 1,354 | 23.7% | $35.26万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $185.24万 | 0.01% | 35,109 | 14,063 | 66.8% | $74.20万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $187.98万 | 0.01% | 38,816 | 14,459 | 59.4% | $70.02万 | 加仓 |
| MSTR | STRATEGY INC | $188.77万 | 0.01% | 21,715 | 20,001 | 1,166.9% | $173.87万 | 重新持有 |
| SPCX | SPACE EXPLORATION TECHN CORP | $188.82万 | 0.01% | 11,051 | 11,051 | — | $188.82万 | 新建仓 |
| FDX | FEDEX CORP | $189.33万 | 0.01% | 6,046 | 1,919 | 46.5% | $60.09万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $190.27万 | 0.01% | 8,680 | 2,018 | 30.3% | $44.24万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $190.28万 | 0.01% | 37,628 | -16,540 | -30.5% | -$83.64万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $190.55万 | 0.01% | 16,248 | 3,550 | 28.0% | $41.63万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $190.84万 | 0.01% | 5,388 | 1,854 | 52.5% | $65.67万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $194.16万 | 0.01% | 26,840 | -96 | -0.4% | -$6,945 | 减仓 |
| MDYV | SPDR SERIES TRUST | $194.56万 | 0.01% | 20,512 | -36 | -0.2% | -$3,415 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $194.57万 | 0.01% | 14,222 | -737 | -4.9% | -$10.08万 | 减仓 |
| CVS | CVS HEALTH CORP | $196.72万 | 0.01% | 19,016 | 2,422 | 14.6% | $25.06万 | 加仓 |
| — | MONEY MARKET POOL | $197.18万 | 0.01% | 1,593,484 | 1,593,484 | — | $197.18万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $198.13万 | 0.01% | 6,647 | 433 | 7.0% | $12.91万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $199.93万 | 0.01% | 1,565 | 575 | 58.1% | $73.46万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $202.25万 | 0.01% | 32,293 | 32,293 | — | $202.25万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $202.83万 | 0.01% | 5,628 | 174 | 3.2% | $6.27万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $203.03万 | 0.01% | 7,506 | 2,572 | 52.1% | $69.57万 | 加仓 |
| VSEC | VSE CORP | $203.87万 | 0.01% | 8,922 | -4 | -0.0% | -$914 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $204.03万 | 0.01% | 33,197 | 22,595 | 213.1% | $138.87万 | 加仓 |
| KKR | KKR & CO INC | $208.12万 | 0.01% | 22,676 | 19,046 | 524.7% | $174.80万 | 加仓 |
| ADI | ANALOG DEVICES INC | $208.40万 | 0.01% | 5,247 | 959 | 22.4% | $38.09万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $210.83万 | 0.01% | 19,832 | -26 | -0.1% | -$2,764 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $210.91万 | 0.01% | 5,304 | 4,038 | 319.0% | $160.57万 | 加仓 |
| LIN | LINDE PLC | $214.21万 | 0.01% | 4,128 | -51 | -1.2% | -$2.65万 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $215.77万 | 0.01% | 50,449 | -1,856 | -3.5% | -$7.94万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $216.17万 | 0.01% | 47,488 | 2,737 | 6.1% | $12.46万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $219.15万 | 0.01% | 12,900 | 1,498 | 13.1% | $25.45万 | 加仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $225.02万 | 0.01% | 38,796 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $225.13万 | 0.01% | 13,905 | 1,154 | 9.1% | $18.68万 | 加仓 |
| IQLT | ISHARES TR | $225.13万 | 0.01% | 45,435 | 175 | 0.4% | $8,671 | 加仓 |
| — | SIFCO INDS INC | $229.43万 | 0.01% | 98,049 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $231.73万 | 0.01% | 40,999 | -308 | -0.7% | -$1.74万 | 减仓 |
| IJS | ISHARES TR | $231.92万 | 0.01% | 16,968 | 972 | 6.1% | $13.29万 | 加仓 |
| JSMD | JANUS DETROIT STR TR | $233.80万 | 0.01% | 23,094 | -1,627 | -6.6% | -$16.47万 | 减仓 |
| — | SCHWAB S&P 500 INDEX FD | $234.04万 | 0.01% | 121,138 | 121,138 | — | $234.04万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $234.36万 | 0.01% | 40,673 | 3,506 | 9.4% | $20.20万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $234.43万 | 0.01% | 10,604 | 10,604 | — | $234.43万 | 新建仓 |
| OKE | ONEOK INC NEW | $234.75万 | 0.01% | 27,002 | 631 | 2.4% | $5.49万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $235.86万 | 0.01% | 7,785 | 5,822 | 296.6% | $176.39万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $237.44万 | 0.01% | 28,583 | 19,135 | 202.5% | $158.96万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $237.48万 | 0.01% | 4,663 | 288 | 6.6% | $14.67万 | 加仓 |
| HON | HONEYWELL INTL INC | $237.64万 | 0.01% | 10,614 | -4,332 | -29.0% | -$96.99万 | 减仓 |
| DHR | DANAHER CORP DEL | $238.21万 | 0.01% | 12,506 | 6,481 | 107.6% | $123.45万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $238.98万 | 0.01% | 31,595 | -1,876 | -5.6% | -$14.19万 | 减仓 |
| ATRO | ASTRONICS CORP | $239.18万 | 0.01% | 29,434 | 0 | 0.0% | — | 不变 |
| — | FIDELITY INSTITUTIONAL MONEY MARKET FUNDS TREASURY ONLY PORTFOLIO CLASS I | $241.20万 | 0.01% | 2,411,968 | 2,411,968 | — | $241.20万 | 新建仓 |
| FNDB | SCHWAB STRATEGIC TR | $241.64万 | 0.01% | 79,329 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $242.26万 | 0.01% | 7,701 | 2,069 | 36.7% | $65.09万 | 加仓 |
| EFV | ISHARES TR | $243.07万 | 0.01% | 31,753 | 432 | 1.4% | $3.31万 | 加仓 |
| — | PIMCO INCOME FUND INSTITUTIONAL CLASS | $245.05万 | 0.01% | 225,648 | 225,648 | — | $245.05万 | 新建仓 |
| DBEF | DBX ETF TR | $247.01万 | 0.01% | 45,216 | 34,152 | 308.7% | $186.57万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $247.14万 | 0.01% | 19,524 | 544 | 2.9% | $6.89万 | 加仓 |
| HRL | HORMEL FOODS CORP | $248.67万 | 0.01% | 100,190 | 1,874 | 1.9% | $4.65万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $248.99万 | 0.01% | 54,916 | 31,572 | 135.2% | $143.15万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $249.18万 | 0.01% | 24,878 | 4,554 | 22.4% | $45.61万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $253.68万 | 0.01% | 59,958 | -617 | -1.0% | -$2.61万 | 减仓 |
| ISHG | ISHARES TR | $257.04万 | 0.01% | 34,621 | -1,855 | -5.1% | -$13.77万 | 减仓 |
| IDXX | IDEXX LABS INC | $260.11万 | 0.01% | 4,941 | 1,545 | 45.5% | $81.34万 | 加仓 |
| WM | WASTE MGMT INC DEL | $260.21万 | 0.01% | 11,674 | 4,404 | 60.6% | $98.16万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $267.34万 | 0.01% | 43,978 | 15,385 | 53.8% | $93.52万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $268.82万 | 0.01% | 37,191 | -1,123 | -2.9% | -$8.12万 | 减仓 |
| FAST | FASTENAL CO | $269.11万 | 0.01% | 56,028 | 3,360 | 6.4% | $16.14万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $269.55万 | 0.01% | 15,010 | 10,111 | 206.4% | $181.58万 | 加仓 |
| — | INTREPID INCOME INSTITUT IONAL | $270.56万 | 0.01% | 303,664 | 303,664 | — | $270.56万 | 新建仓 |
| TJX | TJX COS INC NEW | $273.05万 | 0.02% | 18,023 | 5,522 | 44.2% | $83.66万 | 加仓 |
| XAR | SPDR SERIES TRUST | $273.76万 | 0.02% | 9,646 | 9,646 | — | $273.76万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $274.98万 | 0.02% | 8,213 | 7,318 | 817.7% | $245.01万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $275.71万 | 0.02% | 8,140 | 21 | 0.3% | $7,113 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $276.93万 | 0.02% | 6,419 | 627 | 10.8% | $27.05万 | 加仓 |
| EWJ | ISHARES INC | $276.95万 | 0.02% | 29,694 | 26,153 | 738.6% | $243.92万 | 加仓 |
| VST | VISTRA CORP | $277.12万 | 0.02% | 17,470 | 15,761 | 922.2% | $250.01万 | 重新持有 |
| SPYD | SPDR SERIES TRUST | $278.83万 | 0.02% | 58,443 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR ROUNDHILL BALL METAVERSE ETF | $282.14万 | 0.02% | 152,924 | 152,924 | — | $282.14万 | 新建仓 |
| — | SPDR INDEX SHS FDS | $284.42万 | 0.02% | 35,593 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $287.35万 | 0.02% | 4,530 | 2,620 | 137.2% | $166.20万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $287.36万 | 0.02% | 22,483 | 1,740 | 8.4% | $22.24万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $287.69万 | 0.02% | 19,894 | 3,707 | 22.9% | $53.61万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $288.57万 | 0.02% | 12,886 | 5,307 | 70.0% | $118.85万 | 加仓 |
| — | LORD ABBETT INVT TR | $291.48万 | 0.02% | 761,056 | 761,056 | — | $291.48万 | 新建仓 |
| ITA | ISHARES TR | $293.02万 | 0.02% | 12,087 | 4,064 | 50.7% | $98.52万 | 加仓 |
| GDX | VANECK ETF TRUST | $293.80万 | 0.02% | 38,939 | 20,263 | 108.5% | $152.89万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $294.91万 | 0.02% | 15,921 | 9,038 | 131.3% | $167.41万 | 加仓 |
| IGV | ISHARES TR | $295.36万 | 0.02% | 32,601 | 1,384 | 4.4% | $12.54万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $296.65万 | 0.02% | 95,387 | 791 | 0.8% | $2.46万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $296.88万 | 0.02% | 80,761 | 35,271 | 77.5% | $129.66万 | 加仓 |
| IBTH | ISHARES TR | $299.17万 | 0.02% | 133,738 | 4,277 | 3.3% | $9.57万 | 加仓 |