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 |
|---|---|---|---|---|---|---|---|---|
| MAR | MARRIOTT INTL INC NEW | $560.97万 | 0.03% | 15,137 | 581 | 4.0% | $21.53万 | 加仓 |
| EIM | EATON VANCE MUN BD FD | $561.31万 | 0.03% | 563,559 | -4,503 | -0.8% | -$4.48万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $568.00万 | 0.03% | 13,108 | -928 | -6.6% | -$40.21万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $568.24万 | 0.03% | 116,825 | 116,825 | — | $568.24万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $574.80万 | 0.03% | 106,405 | 24,019 | 29.2% | $129.75万 | 加仓 |
| AMLP | ALPS ETF TR | $575.49万 | 0.03% | 110,991 | 12,753 | 13.0% | $66.12万 | 加仓 |
| MELI | MERCADOLIBRE INC | $581.19万 | 0.03% | 3,424 | 3,061 | 843.3% | $519.57万 | 加仓 |
| GLDM | WORLD GOLD TR | $581.93万 | 0.03% | 73,273 | 12,701 | 21.0% | $100.87万 | 加仓 |
| NBOS | NEUBERGER BERMAN ETF TRUST | $583.86万 | 0.03% | 208,415 | 479 | 0.2% | $1.34万 | 加仓 |
| VFQY | VANGUARD WELLINGTON FD | $584.53万 | 0.03% | 34,325 | 34,325 | — | $584.53万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $589.49万 | 0.03% | 23,734 | 10,826 | 83.9% | $268.89万 | 加仓 |
| CRM | SALESFORCE INC | $598.12万 | 0.03% | 38,180 | 2,379 | 6.6% | $37.27万 | 加仓 |
| DTH | WISDOMTREE TR | $608.09万 | 0.03% | 112,381 | -1,936 | -1.7% | -$10.48万 | 减仓 |
| PEP | PEPSICO INC | $609.02万 | 0.03% | 44,980 | 4,492 | 11.1% | $60.82万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $614.02万 | 0.03% | 11,754 | 3,677 | 45.5% | $192.08万 | 加仓 |
| BX | BLACKSTONE INC | $618.01万 | 0.03% | 52,520 | 24,691 | 88.7% | $290.54万 | 加仓 |
| ASML | ASML HLDG NV | $631.14万 | 0.03% | 3,172 | 2,319 | 271.9% | $461.41万 | 加仓 |
| VFIAX | VANGUARD INDEX 500 FUND ADMIRAL SHARES | $632.29万 | 0.03% | 9,137 | 9,137 | — | $632.29万 | 新建仓 |
| UTG | REAVES UTIL INCOME FD | $649.53万 | 0.04% | 159,511 | 7,642 | 5.0% | $31.12万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $650.02万 | 0.04% | 15,639 | 3,128 | 25.0% | $130.01万 | 加仓 |
| PURR | HYPERLIQUID STRATEGIES INC COM | $650.57万 | 0.04% | 826,644 | 826,644 | — | $650.57万 | 新建仓 |
| RTX | RTX CORPORATION | $657.15万 | 0.04% | 34,636 | 10,444 | 43.2% | $198.15万 | 加仓 |
| NFLX | NETFLIX INC. | $657.85万 | 0.04% | 92,136 | 30,668 | 49.9% | $218.97万 | 加仓 |
| LOW | LOWES COS INC | $674.88万 | 0.04% | 30,608 | 1,254 | 4.3% | $27.65万 | 加仓 |
| UNP | UNION PAC CORP | $675.93万 | 0.04% | 24,850 | 12,241 | 97.1% | $332.96万 | 加仓 |
| MCD | MCDONALDS CORP | $678.46万 | 0.04% | 25,099 | 5,015 | 25.0% | $135.56万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $686.87万 | 0.04% | 186,296 | 13,720 | 8.0% | $50.59万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $687.55万 | 0.04% | 171,331 | 149,854 | 697.7% | $601.36万 | 加仓 |
| REET | ISHARES TR | $697.53万 | 0.04% | 252,547 | 11,777 | 4.9% | $32.53万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $706.31万 | 0.04% | 208,719 | 81,969 | 64.7% | $277.38万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $712.40万 | 0.04% | 183,655 | 160,213 | 683.4% | $621.47万 | 加仓 |
| SBUX | STARBUCKS CORP | $713.94万 | 0.04% | 69,864 | 5,693 | 8.9% | $58.18万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $715.18万 | 0.04% | 9,372 | 6,125 | 188.6% | $467.40万 | 加仓 |
| AMAT | APPLIED MATLS INC | $721.16万 | 0.04% | 9,974 | -571 | -5.4% | -$41.29万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $724.39万 | 0.04% | 171,615 | 87,910 | 105.0% | $371.07万 | 加仓 |
| GEV | GE VERNOVA INC | $739.19万 | 0.04% | 6,292 | 1,433 | 29.5% | $168.35万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $740.21万 | 0.04% | 80,222 | 38,125 | 90.6% | $351.78万 | 加仓 |
| MTUM | ISHARES TR | $740.34万 | 0.04% | 21,595 | 18,177 | 531.8% | $623.16万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $741.68万 | 0.04% | 24,898 | 24,898 | — | $741.68万 | 新建仓 |
| SLV | ISHARES SILVER TR | $758.00万 | 0.04% | 141,761 | 116,391 | 458.8% | $622.34万 | 加仓 |
| IREN | IREN LIMITED | $761.29万 | 0.04% | 166,475 | 166,475 | — | $761.29万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $777.75万 | 0.04% | 186,377 | 110,504 | 145.6% | $461.13万 | 加仓 |
| VGT | VANGUARD WORLD FD | $787.97万 | 0.04% | 65,928 | 15,720 | 31.3% | $187.89万 | 加仓 |
| WULF | TERAWULF INC | $790.21万 | 0.04% | 319,922 | 319,922 | — | $790.21万 | 新建仓 |
| ORCL | ORACLE CORP | $805.08万 | 0.04% | 54,935 | 31,335 | 132.8% | $459.22万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $811.28万 | 0.04% | 173,982 | 156,346 | 886.5% | $729.04万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $815.38万 | 0.04% | 221,331 | 13,430 | 6.5% | $49.48万 | 加仓 |
| GE | GE AEROSPACE | $818.22万 | 0.05% | 21,893 | 1,378 | 6.7% | $51.50万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $821.43万 | 0.05% | 24,857 | -102 | -0.4% | -$3.37万 | 减仓 |
| BAC | BANK OF AMER CORP | $822.55万 | 0.05% | 144,359 | 64,345 | 80.4% | $366.64万 | 加仓 |
| MO | ALTRIA GROUP INC | $854.28万 | 0.05% | 118,733 | 46,438 | 64.2% | $334.12万 | 加仓 |
| IVE | ISHARES TR | $856.51万 | 0.05% | 37,722 | 6,641 | 21.4% | $150.79万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $860.68万 | 0.05% | 338,318 | -7,763 | -2.2% | -$19.75万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $863.48万 | 0.05% | 74,010 | 27,144 | 57.9% | $316.69万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $871.20万 | 0.05% | 98,397 | -446 | -0.5% | -$3.95万 | 减仓 |
| VDC | VANGUARD WORLD FD | $878.34万 | 0.05% | 38,953 | -258 | -0.7% | -$5.82万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $879.87万 | 0.05% | 25,801 | 8,719 | 51.0% | $297.34万 | 加仓 |
| INTC | INTEL CORP | $886.24万 | 0.05% | 63,471 | 9,082 | 16.7% | $126.81万 | 加仓 |
| CAT | CATERPILLAR INC | $888.34万 | 0.05% | 8,342 | 1,714 | 25.9% | $182.52万 | 加仓 |
| SDY | SPDR SERIES TRUST | $897.54万 | 0.05% | 58,979 | 4,442 | 8.1% | $67.60万 | 加仓 |
| — | PIMCO INCOME FUND CLASS P | $936.36万 | 0.05% | 862,210 | 862,210 | — | $936.36万 | 新建仓 |
| DFSE | DIMENSIONAL ETF TRUST | $937.50万 | 0.05% | 191,799 | 191,799 | — | $937.50万 | 新建仓 |
| MS | MORGAN STANLEY | $950.51万 | 0.05% | 45,471 | 22,867 | 101.2% | $478.00万 | 加仓 |
| MRK | MERCK & CO INC | $965.87万 | 0.05% | 75,165 | 21,681 | 40.5% | $278.60万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $975.27万 | 0.05% | 144,356 | -6,772 | -4.5% | -$45.75万 | 减仓 |
| ESGU | ISHARES TR | $978.90万 | 0.05% | 59,809 | -1,563 | -2.5% | -$25.58万 | 减仓 |
| TMFC | RBB FD INC (IMOTLEY FOOL 100 INDEX ETF) | $979.26万 | 0.05% | 128,580 | 128,580 | — | $979.26万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $984.21万 | 0.05% | 45,054 | 2,453 | 5.8% | $53.59万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $986.58万 | 0.05% | 218,754 | 160,368 | 274.7% | $723.26万 | 加仓 |
| — | WELLINGTON FUND ADMIRAL | $993.68万 | 0.05% | 122,224 | 122,224 | — | $993.68万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,000.83万 | 0.06% | 236,380 | 47,310 | 25.0% | $200.31万 | 加仓 |
| KLAC | KLA CORP | $1,004.78万 | 0.06% | 33,303 | 29,613 | 802.5% | $893.45万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,010.07万 | 0.06% | 14,361 | 2,508 | 21.2% | $176.40万 | 加仓 |
| HQY | HEALTHEQUITY INC | $1,011.46万 | 0.06% | 111,986 | 74,011 | 194.9% | $668.47万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,019.10万 | 0.06% | 185,258 | 6,907 | 3.9% | $38.00万 | 加仓 |
| CBNK | CAPITAL BANCORP INC MD | $1,024.15万 | 0.06% | 291,615 | -3,802 | -1.3% | -$13.35万 | 减仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $1,032.89万 | 0.06% | 538,467 | -2,189 | -0.4% | -$4.20万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1,039.30万 | 0.06% | 133,398 | 16,412 | 14.0% | $127.87万 | 加仓 |
| BOND | PIMCO ETF TR | $1,064.31万 | 0.06% | 115,422 | 115,422 | — | $1,064.31万 | 新建仓 |
| ESGD | ISHARES TR | $1,089.67万 | 0.06% | 105,989 | 4,526 | 4.5% | $46.53万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1,096.17万 | 0.06% | 132,676 | 83,782 | 171.4% | $692.21万 | 加仓 |
| — | FIDELITY CONTRAFUND | $1,137.64万 | 0.06% | 424,492 | 424,492 | — | $1,137.64万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $1,147.37万 | 0.06% | 63,422 | 2,484 | 4.1% | $44.94万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,163.77万 | 0.06% | 121,708 | -1,459 | -1.2% | -$13.95万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,170.99万 | 0.06% | 324,106 | -6,931 | -2.1% | -$25.04万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,212.55万 | 0.07% | 25,390 | 18,487 | 267.8% | $882.89万 | 加仓 |
| RKT | ROCKET COS INC | $1,253.69万 | 0.07% | 795,994 | 3,673 | 0.5% | $5.78万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,255.40万 | 0.07% | 12,413 | 8,085 | 186.8% | $817.69万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,256.02万 | 0.07% | 85,654 | 15,265 | 21.7% | $223.84万 | 加仓 |
| FMB | FIRST TR EXCHANGE TRADED FD III MANAGED MUN ETF | $1,259.77万 | 0.07% | 245,248 | 245,248 | — | $1,259.77万 | 新建仓 |
| SHV | ISHARES TR | $1,264.59万 | 0.07% | 114,598 | 77,200 | 206.4% | $851.90万 | 加仓 |
| IQDF | FLEXSHARES TR | $1,276.86万 | 0.07% | 369,460 | 2,381 | 0.6% | $8.23万 | 加仓 |
| SUSB | ISHARES TR | $1,277.67万 | 0.07% | 511,273 | 18,809 | 3.8% | $47.00万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,306.13万 | 0.07% | 492,881 | 13,810 | 2.9% | $36.60万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,310.49万 | 0.07% | 18 | 4 | 28.6% | $291.22万 | 加仓 |
| CSCO | CISCO SYS INC | $1,315.25万 | 0.07% | 111,974 | 25,244 | 29.1% | $296.52万 | 加仓 |
| QDF | FLEXSHARES TR | $1,323.96万 | 0.07% | 147,238 | -760 | -0.5% | -$6.83万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,329.00万 | 0.07% | 25,876 | 10,259 | 65.7% | $526.90万 | 加仓 |
| HDV | ISHARES TR | $1,336.23万 | 0.07% | 487,499 | -16,011 | -3.2% | -$43.89万 | 减仓 |
| — | COLUMBIA TOTAL RETURN BOND FUND INST2 CLASS | $1,346.29万 | 0.07% | 441,263 | 441,263 | — | $1,346.29万 | 新建仓 |