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 |
|---|---|---|---|---|---|---|---|---|
| IJK | ISHARES TR | $304.25万 | 0.02% | 25,894 | 2,789 | 12.1% | $32.77万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $304.67万 | 0.02% | 6,154 | 17 | 0.3% | $8,416 | 加仓 |
| OUSM | ALPS ETF TR | $307.16万 | 0.02% | 64,638 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $307.80万 | 0.02% | 52,887 | 52,887 | — | $307.80万 | 新建仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $308.68万 | 0.02% | 58,033 | 781 | 1.4% | $4.15万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $309.11万 | 0.02% | 34,403 | 24,395 | 243.8% | $219.19万 | 加仓 |
| — | SEI INSTITUTIONALLY MANAGED TAX-MANAGED LARGE-CAP FUND | $311.31万 | 0.02% | 70,947 | 70,947 | — | $311.31万 | 新建仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $312.88万 | 0.02% | 66,366 | 14,576 | 28.1% | $68.72万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $315.92万 | 0.02% | 13,761 | -49 | -0.4% | -$1.12万 | 减仓 |
| IWS | ISHARES TR | $317.48万 | 0.02% | 19,288 | 1,546 | 8.7% | $25.45万 | 加仓 |
| SYK | STRYKER CORPORATION | $318.58万 | 0.02% | 10,119 | 1,646 | 19.4% | $51.82万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $319.79万 | 0.02% | 62,642 | 56,974 | 1,005.2% | $290.85万 | 重新持有 |
| BLK | BLACKROCK INC | $321.32万 | 0.02% | 3,342 | 931 | 38.6% | $89.51万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $324.08万 | 0.02% | 93,101 | 44,950 | 93.4% | $156.47万 | 加仓 |
| VPU | VANGUARD WORLD FD | $328.94万 | 0.02% | 16,805 | 178 | 1.1% | $3.48万 | 加仓 |
| EFG | ISHARES TR | $334.80万 | 0.02% | 26,909 | 481 | 1.8% | $5.98万 | 加仓 |
| — | GALECTIN THERAPEUTICS INC | $334.91万 | 0.02% | 721,788 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $336.07万 | 0.02% | 9,863 | 5,527 | 127.5% | $188.33万 | 加仓 |
| DSI | ISHARES TR | $337.51万 | 0.02% | 23,703 | -3,112 | -11.6% | -$44.31万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $337.76万 | 0.02% | 6,737 | 2,795 | 70.9% | $140.13万 | 加仓 |
| — | JPM LIQ ASST MM FD - PREMIER FUND 3912 | $339.23万 | 0.02% | 3,392,325 | 3,392,325 | — | $339.23万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $339.84万 | 0.02% | 11,227 | 3,238 | 40.5% | $98.01万 | 加仓 |
| PFE | PFIZER INC | $341.38万 | 0.02% | 141,769 | 15,397 | 12.2% | $37.08万 | 加仓 |
| CART | MAPLEBEAR INC | $341.67万 | 0.02% | 72,158 | -207 | -0.3% | -$9,801 | 减仓 |
| APH | AMPHENOL CORP | $344.60万 | 0.02% | 19,545 | 14,358 | 276.8% | $253.15万 | 加仓 |
| — | JANUS HENDERSON (RESEARCH I) | $347.36万 | 0.02% | 35,896 | 35,896 | — | $347.36万 | 新建仓 |
| — | FIDELITY GOVERNMENT (CASH RESERVES) | $347.59万 | 0.02% | 3,475,895 | 3,475,895 | — | $347.59万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $350.63万 | 0.02% | 36,384 | 5,382 | 17.4% | $51.87万 | 加仓 |
| T | AT&T INC | $354.63万 | 0.02% | 171,317 | 30,722 | 21.9% | $63.59万 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP | $358.76万 | 0.02% | 29,291 | -84 | -0.3% | -$1.03万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $361.74万 | 0.02% | 43,932 | 1,215 | 2.8% | $10.00万 | 加仓 |
| FSTR | FOSTER L B CO | $365.46万 | 0.02% | 80,907 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $372.03万 | 0.02% | 31,445 | 9,970 | 46.4% | $117.96万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $372.41万 | 0.02% | 32,616 | 31,255 | 2,296.5% | $356.87万 | 重新持有 |
| AXON | AXON ENTERPRISE INC | $372.41万 | 0.02% | 6,643 | 5,758 | 650.6% | $322.80万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $374.91万 | 0.02% | 70,591 | 19,992 | 39.5% | $106.18万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $378.59万 | 0.02% | 18,871 | 5,954 | 46.1% | $119.45万 | 加仓 |
| MGV | VANGUARD WORLD FD | $379.03万 | 0.02% | 23,190 | -10,303 | -30.8% | -$168.40万 | 减仓 |
| HYD | VANECK ETF TRUST | $379.05万 | 0.02% | 73,587 | -358 | -0.5% | -$1.84万 | 减仓 |
| PWR | QUANTA SVCS INC | $383.63万 | 0.02% | 5,328 | 2,692 | 102.1% | $193.83万 | 加仓 |
| — | THE HARTFORD INTERNATIONAL VALUE FUND CLASS Y | $384.70万 | 0.02% | 140,918 | 140,918 | — | $384.70万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $391.18万 | 0.02% | 218,172 | 218,172 | — | $391.18万 | 新建仓 |
| DVY | ISHARES TR | $392.32万 | 0.02% | 25,100 | 4,964 | 24.7% | $77.59万 | 加仓 |
| C | CITIGROUP INC | $392.43万 | 0.02% | 28,039 | 15,001 | 115.1% | $209.95万 | 加仓 |
| — | JPMORGAN US TREAS (PLUS MMKT PREMIER) | $395.91万 | 0.02% | 3,959,122 | 3,959,122 | — | $395.91万 | 新建仓 |
| DLN | WISDOMTREE TR | $396.23万 | 0.02% | 41,137 | -22 | -0.1% | -$2,119 | 减仓 |
| CSX | CSX CORP | $397.29万 | 0.02% | 83,588 | 16,396 | 24.4% | $77.93万 | 加仓 |
| LRGF | ISHARES TR | $398.44万 | 0.02% | 52,682 | 5,818 | 12.4% | $44.00万 | 加仓 |
| GLW | CORNING INC | $405.02万 | 0.02% | 15,857 | 4,759 | 42.9% | $121.56万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $405.50万 | 0.02% | 8,992 | 8,607 | 2,235.6% | $388.14万 | 重新持有 |
| — | BYRNA TECHNOLOGIES INC | $405.76万 | 0.02% | 604,702 | -178,047 | -22.7% | -$119.47万 | 减仓 |
| SOC | SABLE OFFSHORE CORP | $405.86万 | 0.02% | 1,317,715 | 1,317,715 | — | $405.86万 | 新建仓 |
| SCHI | SCHWAB STRATEGIC TR | $406.98万 | 0.02% | 179,763 | 42,835 | 31.3% | $96.98万 | 加仓 |
| — | EATON VANCE CORE PLUS BOND FUND CLASS I | $408.14万 | 0.02% | 390,935 | 390,935 | — | $408.14万 | 新建仓 |
| — | SCHWAB TREASURY OBLIG MO NEY ULTRA | $409.95万 | 0.02% | 4,099,478 | 4,099,478 | — | $409.95万 | 新建仓 |
| QCOM | QUALCOMM INC | $410.12万 | 0.02% | 22,193 | 5,887 | 36.1% | $108.79万 | 加仓 |
| — | FIDELITY CASH FUND | $410.16万 | 0.02% | 4,101,620 | 4,101,620 | — | $410.16万 | 新建仓 |
| IYW | ISHARES TR | $410.20万 | 0.02% | 16,263 | 2,682 | 19.7% | $67.65万 | 加仓 |
| — | BRIDGEWAY SMALL CAP VALUE FUND | $413.89万 | 0.02% | 88,024 | 88,024 | — | $413.89万 | 新建仓 |
| DFIP | DIMENSIONAL ETF TRUST | $413.97万 | 0.02% | 100,344 | 100,344 | — | $413.97万 | 新建仓 |
| — | VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL SHARES | $417.19万 | 0.02% | 23,154 | 23,154 | — | $417.19万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $418.24万 | 0.02% | 8,209 | 631 | 8.3% | $32.15万 | 加仓 |
| DGRO | ISHARES TR | $425.88万 | 0.02% | 56,192 | 18,854 | 50.5% | $142.90万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $431.06万 | 0.02% | 52,154 | 37,043 | 245.1% | $306.16万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $439.10万 | 0.02% | 7,042 | -1,664 | -19.1% | -$103.76万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $444.64万 | 0.02% | 49,002 | 10,334 | 26.7% | $93.77万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $448.94万 | 0.02% | 76,117 | 76,117 | — | $448.94万 | 新建仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $453.90万 | 0.02% | 74,022 | -920 | -1.2% | -$5.64万 | 减仓 |
| OEF | ISHARES TR | $457.76万 | 0.03% | 12,512 | 5,008 | 66.7% | $183.22万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $464.02万 | 0.03% | 135,978 | -35,818 | -20.8% | -$122.23万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $464.78万 | 0.03% | 82,291 | 14,660 | 21.7% | $82.80万 | 加仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $466.46万 | 0.03% | 173,794 | -6,704 | -3.7% | -$17.99万 | 减仓 |
| MGK | VANGUARD WORLD FD | $468.73万 | 0.03% | 53,319 | 10,094 | 23.4% | $88.74万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $471.83万 | 0.03% | 102,945 | -1,108 | -1.1% | -$5.08万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $481.89万 | 0.03% | 374,135 | -1,000 | -0.3% | -$1.29万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $483.94万 | 0.03% | 30,502 | 12,946 | 73.7% | $205.40万 | 加仓 |
| AMGN | AMGEN INC | $485.81万 | 0.03% | 13,416 | 4,183 | 45.3% | $151.47万 | 加仓 |
| AES | AES CORP | $491.66万 | 0.03% | 335,378 | 294,914 | 728.8% | $432.34万 | 加仓 |
| EEM | ISHARES TR | $493.50万 | 0.03% | 72,139 | 6,195 | 9.4% | $42.38万 | 加仓 |
| DIS | DISNEY WALT CO | $494.93万 | 0.03% | 51,421 | 14,679 | 40.0% | $141.29万 | 加仓 |
| BA | BOEING CO | $495.79万 | 0.03% | 22,904 | 1,386 | 6.4% | $30.00万 | 加仓 |
| SUB | ISHARES TR | $506.27万 | 0.03% | 47,550 | -564 | -1.2% | -$6.00万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $508.94万 | 0.03% | 5,274 | 1,409 | 36.5% | $135.97万 | 加仓 |
| SHOP | SHOPIFY INC | $510.56万 | 0.03% | 44,716 | 27,093 | 153.7% | $309.34万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $511.23万 | 0.03% | 36,030 | -12,089 | -25.1% | -$171.53万 | 减仓 |
| BWFG | BANKWELL FINL GROUP | $514.28万 | 0.03% | 87,538 | 87,538 | — | $514.28万 | 新建仓 |
| NOW | SERVICENOW INC | $518.12万 | 0.03% | 52,188 | 44,903 | 616.4% | $445.79万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $521.50万 | 0.03% | 97,277 | 35,544 | 57.6% | $190.55万 | 加仓 |
| — | SCHWAB TREASURY OBLIG MO NEY INV | $527.74万 | 0.03% | 5,277,448 | 5,277,448 | — | $527.74万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $529.07万 | 0.03% | 64,537 | -1,825 | -2.8% | -$14.96万 | 减仓 |
| MEC | MAYVILLE ENGR CO INC | $530.46万 | 0.03% | 141,607 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $532.38万 | 0.03% | 156,582 | 4,882 | 3.2% | $16.60万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $534.72万 | 0.03% | 95,879 | 631 | 0.7% | $3.52万 | 加仓 |
| TFI | SPDR SERIES TRUST | $536.15万 | 0.03% | 117,063 | -3,707 | -3.1% | -$16.98万 | 减仓 |
| WFC | WELLS FARGO & CO | $539.15万 | 0.03% | 65,241 | 25,845 | 65.6% | $213.58万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $544.28万 | 0.03% | 75,428 | 59,901 | 385.8% | $432.24万 | 加仓 |
| ETN | EATON CORP PLC | $552.82万 | 0.03% | 12,974 | 2,719 | 26.5% | $115.86万 | 加仓 |
| ESGE | ISHARES INC | $556.01万 | 0.03% | 101,665 | -9,394 | -8.5% | -$51.38万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $556.65万 | 0.03% | 63,421 | 37,123 | 141.2% | $325.83万 | 加仓 |
| WMB | WILLIAMS COS INC | $557.80万 | 0.03% | 75,033 | 53,551 | 249.3% | $398.10万 | 加仓 |