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 |
|---|---|---|---|---|---|---|---|---|
| ESGU | ISHARES TR | $867.92万 | 0.07% | 61,372 | -4,882 | -7.4% | -$69.04万 | 减仓 |
| CBNK | CAPITAL BANCORP INC MD | $878.57万 | 0.07% | 295,417 | 216,576 | 274.7% | $644.10万 | 加仓 |
| VDC | VANGUARD WORLD FD | $880.65万 | 0.07% | 39,211 | -422 | -1.1% | -$9.48万 | 减仓 |
| HD | HOME DEPOT INC | $893.79万 | 0.07% | 27,176 | -7,885 | -22.5% | -$259.33万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $894.98万 | 0.07% | 151,128 | -4,633 | -3.0% | -$27.44万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $917.29万 | 0.07% | 116,986 | -4,236 | -3.5% | -$33.21万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $949.13万 | 0.07% | 189,070 | 37,975 | 25.1% | $190.64万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $962.66万 | 0.08% | 331,037 | -5,078 | -1.5% | -$14.77万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $969.49万 | 0.08% | 14 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $970.19万 | 0.08% | 101,463 | -17,175 | -14.5% | -$164.23万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $979.65万 | 0.08% | 40,416 | 1,032 | 2.6% | $25.01万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,004.88万 | 0.08% | 102,633 | 6,875 | 7.2% | $67.31万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,007.55万 | 0.08% | 60,938 | 1,561 | 2.6% | $25.81万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,016.70万 | 0.08% | 70,389 | -7,774 | -9.9% | -$112.29万 | 减仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $1,027.25万 | 0.08% | 540,656 | 540,656 | — | $1,027.25万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1,049.08万 | 0.08% | 220,720 | -945 | -0.4% | -$4.49万 | 减仓 |
| DGRW | WISDOMTREE TR | $1,081.90万 | 0.08% | 123,167 | 926 | 0.8% | $8.13万 | 加仓 |
| RKT | ROCKET COS INC | $1,129.06万 | 0.09% | 792,321 | -3,076 | -0.4% | -$4.38万 | 减仓 |
| ABBV | ABBVIE INC | $1,142.81万 | 0.09% | 52,546 | -5,888 | -10.1% | -$128.06万 | 减仓 |
| WMT | WALMART INC | $1,161.59万 | 0.09% | 93,465 | -18,419 | -16.5% | -$228.91万 | 减仓 |
| IQDF | FLEXSHARES TR | $1,162.54万 | 0.09% | 367,079 | -31 | -0.0% | -$982 | 减仓 |
| QDF | FLEXSHARES TR | $1,170.52万 | 0.09% | 147,998 | 92 | 0.1% | $7,276 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,205.49万 | 0.09% | 480,277 | -20,290 | -4.1% | -$50.93万 | 减仓 |
| IVW | ISHARES TR | $1,213.78万 | 0.10% | 107,309 | 143 | 0.1% | $1.62万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,222.16万 | 0.10% | 59,070 | -6,497 | -9.9% | -$134.42万 | 减仓 |
| SUSB | ISHARES TR | $1,234.36万 | 0.10% | 492,464 | -14,244 | -2.8% | -$35.70万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,243.86万 | 0.10% | 175,413 | 264 | 0.2% | $1.87万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,274.81万 | 0.10% | 479,071 | 12,912 | 2.8% | $34.36万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,294.85万 | 0.10% | 60,209 | 2,462 | 4.3% | $52.95万 | 加仓 |
| ITOT | ISHARES TR | $1,340.12万 | 0.11% | 94,090 | -1,223 | -1.3% | -$17.42万 | 减仓 |
| KO | COCA COLA CO | $1,346.64万 | 0.11% | 177,073 | -7,566 | -4.1% | -$57.54万 | 减仓 |
| HDV | ISHARES TR | $1,366.73万 | 0.11% | 100,702 | 2,290 | 2.3% | $31.08万 | 加仓 |
| AVGO | BROADCOM INC | $1,384.95万 | 0.11% | 44,747 | -17,625 | -28.3% | -$545.51万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,411.03万 | 0.11% | 14,161 | -6,274 | -30.7% | -$625.15万 | 减仓 |
| LLY | ELI LILLY & CO | $1,426.57万 | 0.11% | 15,510 | 2,699 | 21.1% | $248.25万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,436.16万 | 0.11% | 55,806 | 3,326 | 6.3% | $85.59万 | 加仓 |
| IWN | ISHARES TR | $1,439.88万 | 0.11% | 75,947 | -1,533 | -2.0% | -$29.06万 | 减仓 |
| AGG | ISHARES TR | $1,488.67万 | 0.12% | 149,962 | -14,379 | -8.7% | -$142.74万 | 减仓 |
| IWO | ISHARES TR | $1,529.37万 | 0.12% | 48,736 | -659 | -1.3% | -$20.68万 | 减仓 |
| IWV | ISHARES TR | $1,534.12万 | 0.12% | 41,387 | -7,487 | -15.3% | -$277.53万 | 减仓 |
| QUAL | ISHARES TR | $1,597.93万 | 0.13% | 83,308 | -3,856 | -4.4% | -$73.96万 | 减仓 |
| META | META PLATFORMS INC | $1,655.07万 | 0.13% | 28,928 | -19,302 | -40.0% | -$1,104.34万 | 减仓 |
| IWD | ISHARES TR | $1,666.71万 | 0.13% | 78,004 | -2,939 | -3.6% | -$62.80万 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $1,741.74万 | 0.14% | 774,453 | -51,793 | -6.3% | -$116.48万 | 减仓 |
| IWP | ISHARES TR | $1,773.38万 | 0.14% | 138,416 | -3,187 | -2.3% | -$40.83万 | 减仓 |
| IJJ | ISHARES TR | $1,838.29万 | 0.14% | 138,738 | -1,302 | -0.9% | -$17.25万 | 减仓 |
| GLD | SPDR GOLD TR | $1,855.18万 | 0.15% | 43,115 | -11,031 | -20.4% | -$474.65万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,868.18万 | 0.15% | 63,509 | -32,408 | -33.8% | -$953.31万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1,939.84万 | 0.15% | 105,266 | 17,963 | 20.6% | $331.02万 | 加仓 |
| IWR | ISHARES TR | $1,954.27万 | 0.15% | 200,994 | -2,095 | -1.0% | -$20.37万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $2,019.91万 | 0.16% | 227,724 | -10,796 | -4.5% | -$95.76万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,028.20万 | 0.16% | 136,948 | 4,862 | 3.7% | $72.01万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,111.31万 | 0.17% | 86,373 | -8,079 | -8.6% | -$197.48万 | 减仓 |
| — | BEAZER HOMES USA INC | $2,149.37万 | 0.17% | 1,117,138 | 1,116,138 | 111,613.8% | $2,147.45万 | 重新持有 |
| VT | VANGUARD INTL EQUITY INDEX F | $2,214.58万 | 0.17% | 160,105 | 1,870 | 1.2% | $25.87万 | 加仓 |
| — | EXXON MOBIL CORP | $2,283.35万 | 0.18% | 134,584 | -23,290 | -14.8% | -$395.14万 | 减仓 |
| IBTG | ISHARES TR | $2,347.06万 | 0.18% | 1,024,244 | 868,197 | 556.4% | $1,989.47万 | 加仓 |
| IWM | ISHARES TR | $2,389.55万 | 0.19% | 96,353 | -1,048 | -1.1% | -$25.99万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,740.20万 | 0.22% | 142,778 | 8,709 | 6.5% | $167.14万 | 加仓 |
| GOVT | ISHARES TR | $2,828.39万 | 0.22% | 1,234,565 | -12,844 | -1.0% | -$29.43万 | 减仓 |
| IWB | ISHARES TR | $2,950.93万 | 0.23% | 82,761 | -7,557 | -8.4% | -$269.45万 | 减仓 |
| IGF | ISHARES TR | $3,029.35万 | 0.24% | 452,142 | -1,106 | -0.2% | -$7.41万 | 减仓 |
| EAGG | ISHARES TR | $3,127.69万 | 0.25% | 657,769 | -10,933 | -1.6% | -$51.99万 | 减仓 |
| — | FUNDVANTAGE TR | $3,138.34万 | 0.25% | 1,533,930 | -666,241 | -30.3% | -$1,363.10万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,199.46万 | 0.25% | 66,767 | -3,525 | -5.0% | -$168.92万 | 减仓 |
| CAVA | CAVA GROUP INC | $3,264.13万 | 0.26% | 403,477 | 374,000 | 1,268.8% | $3,025.66万 | 加仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $3,279.41万 | 0.26% | 451,150 | 5,009 | 1.1% | $36.41万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $3,371.25万 | 0.26% | 675,736 | -11,723 | -1.7% | -$58.49万 | 减仓 |
| TSLA | TESLA INC | $3,456.72万 | 0.27% | 92,985 | 34,274 | 58.4% | $1,274.14万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $3,674.13万 | 0.29% | 814,303 | -10,725 | -1.3% | -$48.39万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $3,780.78万 | 0.30% | 190,669 | 100,273 | 110.9% | $1,988.31万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,781.35万 | 0.30% | 477,022 | 11,239 | 2.4% | $89.09万 | 加仓 |
| GOOGL | ALPHABET INC | $3,880.44万 | 0.30% | 134,944 | -26,631 | -16.5% | -$765.80万 | 减仓 |
| IWF | ISHARES TR | $4,019.06万 | 0.32% | 94,256 | -9,095 | -8.8% | -$387.81万 | 减仓 |
| USFR | WISDOMTREE TR | $4,076.52万 | 0.32% | 809,798 | -363,938 | -31.0% | -$1,832.06万 | 减仓 |
| SMMD | ISHARES TR | $4,125.45万 | 0.32% | 540,334 | 32,749 | 6.5% | $250.04万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $4,140.15万 | 0.33% | 1,256,495 | 248,465 | 24.6% | $818.69万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $4,460.35万 | 0.35% | 205,310 | 7,311 | 3.7% | $158.83万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $4,524.34万 | 0.36% | 975,073 | 144,886 | 17.5% | $672.27万 | 加仓 |
| AMZN | AMAZON COM INC | $4,569.53万 | 0.36% | 219,404 | -34,976 | -13.7% | -$728.44万 | 减仓 |
| NOBL | PROSHARES TR | $4,928.84万 | 0.39% | 464,941 | -11,027 | -2.3% | -$116.90万 | 减仓 |
| EFA | ISHARES TR | $5,393.40万 | 0.42% | 555,277 | 7,701 | 1.4% | $74.80万 | 加仓 |
| MUB | ISHARES TR | $5,439.86万 | 0.43% | 512,469 | -96,641 | -15.9% | -$1,025.84万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $5,520.85万 | 0.43% | 749,709 | 22,194 | 3.1% | $163.44万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5,534.64万 | 0.43% | 317,353 | -78,062 | -19.7% | -$1,361.40万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $5,746.21万 | 0.45% | 292,875 | 3,880 | 1.3% | $76.13万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $5,751.60万 | 0.45% | 751,451 | -15,468 | -2.0% | -$118.39万 | 减仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $6,160.00万 | 0.48% | 769,423 | 9,519 | 1.3% | $76.21万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $6,169.46万 | 0.48% | 204,118 | 632 | 0.3% | $19.10万 | 加仓 |
| HYDB | ISHARES TR | $7,044.23万 | 0.55% | 1,514,236 | 87,247 | 6.1% | $405.87万 | 加仓 |
| IEFA | ISHARES TR | $7,138.13万 | 0.56% | 788,483 | -22,139 | -2.7% | -$200.42万 | 减仓 |
| IXUS | ISHARES TR | $7,237.77万 | 0.57% | 835,385 | 40,049 | 5.0% | $346.98万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $7,237.99万 | 0.57% | 2,822,930 | 6,521 | 0.2% | $16.72万 | 加仓 |
| QQQ | INVESCO QQQ TR | $7,251.70万 | 0.57% | 125,640 | -8,017 | -6.0% | -$462.73万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $7,323.47万 | 0.58% | 2,755,256 | 12,562 | 0.5% | $33.39万 | 加仓 |
| GOOG | ALPHABET INC | $7,601.28万 | 0.60% | 264,982 | -87,317 | -24.8% | -$2,504.78万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $7,757.75万 | 0.61% | 1,991,210 | -56,302 | -2.7% | -$219.35万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $8,249.31万 | 0.65% | 2,436,299 | -118,313 | -4.6% | -$400.61万 | 减仓 |
| MSFT | MICROSOFT CORP | $8,797.61万 | 0.69% | 237,664 | -45,617 | -16.1% | -$1,688.61万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $8,944.90万 | 0.70% | 2,048,764 | -116,255 | -5.4% | -$507.57万 | 减仓 |