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 |
|---|---|---|---|---|---|---|---|---|
| TFLO | ISHARES TR | $9,077.12万 | 0.71% | 1,792,834 | 68,398 | 4.0% | $346.30万 | 加仓 |
| CME | CME GROUP INC | $9,335.72万 | 0.73% | 316,090 | 89,409 | 39.4% | $2,640.69万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $9,520.90万 | 0.75% | 1,267,763 | 48,285 | 4.0% | $362.62万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1.05亿 | 0.83% | 401,536 | 2,938 | 0.7% | $76.95万 | 加仓 |
| IEMG | ISHARES INC | $1.18亿 | 0.92% | 1,687,480 | -7,578 | -0.4% | -$52.86万 | 减仓 |
| AAPL | APPLE INC | $1.30亿 | 1.02% | 512,807 | -77,757 | -13.2% | -$1,973.39万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $1.69亿 | 1.33% | 823,550 | -11,541 | -1.4% | -$237.51万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1.78亿 | 1.39% | 618,508 | 16,421 | 2.7% | $471.58万 | 加仓 |
| IUSB | ISHARES TR | $2.18亿 | 1.71% | 4,727,243 | 109,429 | 2.4% | $505.45万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $2.23亿 | 1.75% | 4,455,868 | 264,405 | 6.3% | $1,320.70万 | 加仓 |
| IJR | ISHARES TR | $2.41亿 | 1.89% | 1,941,060 | 39,083 | 2.1% | $485.84万 | 加仓 |
| VV | VANGUARD INDEX FDS | $2.41亿 | 1.90% | 807,783 | 262,452 | 48.1% | $7,843.38万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.65亿 | 2.08% | 4,897,422 | 186,509 | 4.0% | $1,008.08万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.87亿 | 2.25% | 441,132 | -5,784 | -1.3% | -$376.16万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2.92亿 | 2.29% | 7,504,975 | -17,860 | -0.2% | -$69.40万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2.96亿 | 2.32% | 677,349 | 77,422 | 12.9% | $3,381.72万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $3.02亿 | 2.37% | 12,209,080 | 1,310,281 | 12.0% | $3,242.95万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3.09亿 | 2.43% | 963,010 | -24,611 | -2.5% | -$789.55万 | 减仓 |
| AON | AON PLC | $3.18亿 | 2.49% | 984,075 | 710,479 | 259.7% | $2.29亿 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $4.08亿 | 3.21% | 13,311,446 | -224,275 | -1.7% | -$688.08万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $4.88亿 | 3.84% | 6,334,962 | 451,674 | 7.7% | $3,482.86万 | 加仓 |
| IJH | ISHARES TR | $5.21亿 | 4.09% | 7,709,430 | 66,478 | 0.9% | $448.93万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $6.75亿 | 5.30% | 1,130,127 | -26,835 | -2.3% | -$1,603.53万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $9.33亿 | 7.33% | 14,562,701 | 980,768 | 7.2% | $6,284.76万 | 加仓 |
| IVV | ISHARES TR | $17.44亿 | 13.70% | 2,669,963 | 6,171 | 0.2% | $403.10万 | 加仓 |