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 |
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT INC | $1,370.32万 | 0.08% | 38,855 | 11,679 | 43.0% | $411.89万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1,404.62万 | 0.08% | 259,970 | 39,250 | 17.8% | $212.07万 | 加仓 |
| SPTI | SPDR SER TR BLOOMBERG BARCLAYS 30-10 YR US TREAS INDEX | $1,413.64万 | 0.08% | 497,936 | 497,936 | — | $1,413.64万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,416.59万 | 0.08% | 172,881 | -2,532 | -1.4% | -$20.75万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1,464.03万 | 0.08% | 159,760 | 125,037 | 360.1% | $1,145.83万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,470.34万 | 0.08% | 25,311 | 10,008 | 65.4% | $581.37万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1,498.25万 | 0.08% | 450,059 | 307,866 | 216.5% | $1,024.89万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,546.64万 | 0.09% | 55,000 | 14,584 | 36.1% | $410.11万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,555.63万 | 0.09% | 537,166 | 56,889 | 11.8% | $164.75万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $1,589.06万 | 0.09% | 727,590 | -46,863 | -6.1% | -$102.35万 | 减仓 |
| KO | COCA COLA CO | $1,595.93万 | 0.09% | 196,374 | 19,301 | 10.9% | $156.86万 | 加仓 |
| IGM | ISHARES TR | $1,652.37万 | 0.09% | 101,013 | 97,299 | 2,619.8% | $1,591.62万 | 加仓 |
| IVW | ISHARES TR | $1,681.09万 | 0.09% | 122,234 | 14,925 | 13.9% | $205.26万 | 加仓 |
| IWN | ISHARES TR | $1,690.83万 | 0.09% | 76,439 | 492 | 0.6% | $10.88万 | 加仓 |
| ABBV | ABBVIE INC | $1,695.22万 | 0.09% | 67,367 | 14,821 | 28.2% | $372.95万 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $1,726.15万 | 0.10% | 1,516,164 | 1,516,164 | — | $1,726.15万 | 新建仓 |
| — | GUGGENHEIM TOTAL RETURN BOND FUND INSTITUTIONAL CLASS | $1,732.32万 | 0.10% | 729,398 | 729,398 | — | $1,732.32万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,738.06万 | 0.10% | 18,580 | 4,419 | 31.2% | $413.37万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,775.03万 | 0.10% | 57,951 | 2,145 | 3.8% | $65.70万 | 加仓 |
| QUAL | ISHARES TR | $1,780.00万 | 0.10% | 81,119 | -2,189 | -2.6% | -$48.03万 | 减仓 |
| WMT | WALMART INC | $1,802.08万 | 0.10% | 159,109 | 65,644 | 70.2% | $743.49万 | 加仓 |
| TLT | ISHARES TR | $1,838.28万 | 0.10% | 212,714 | 203,263 | 2,150.7% | $1,756.60万 | 加仓 |
| IWO | ISHARES TR | $1,903.59万 | 0.10% | 48,319 | -417 | -0.9% | -$16.43万 | 减仓 |
| V | VISA INC | $1,978.65万 | 0.11% | 57,671 | 30,352 | 111.1% | $1,041.35万 | 加仓 |
| IGIB | ISHARES TR | $1,983.80万 | 0.11% | 373,105 | 373,105 | — | $1,983.80万 | 新建仓 |
| IWP | ISHARES TR | $2,016.80万 | 0.11% | 137,750 | -666 | -0.5% | -$9.75万 | 减仓 |
| IJJ | ISHARES TR | $2,048.84万 | 0.11% | 138,688 | -50 | -0.0% | -$7,387 | 减仓 |
| IWD | ISHARES TR | $2,071.54万 | 0.11% | 85,448 | 7,444 | 9.5% | $180.47万 | 加仓 |
| AGG | ISHARES TR | $2,077.21万 | 0.11% | 209,861 | 59,899 | 39.9% | $592.88万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $2,167.08万 | 0.12% | 224,731 | -2,993 | -1.3% | -$28.86万 | 减仓 |
| IWR | ISHARES TR | $2,217.58万 | 0.12% | 201,014 | 20 | 0.0% | $2,206 | 加仓 |
| — | EXXON MOBIL CORP | $2,245.40万 | 0.12% | 164,234 | 29,650 | 22.0% | $405.37万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,265.18万 | 0.12% | 143,339 | 6,391 | 4.7% | $101.00万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $2,283.84万 | 0.13% | 870,699 | 858,442 | 7,003.7% | $2,251.69万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2,310.25万 | 0.13% | 20,015 | 8,441 | 72.9% | $974.31万 | 加仓 |
| TIP | ISHARES TR | $2,320.23万 | 0.13% | 212,028 | 196,877 | 1,299.4% | $2,154.43万 | 加仓 |
| GLD | SPDR GOLD TR | $2,350.91万 | 0.13% | 63,818 | 20,703 | 48.0% | $762.65万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $2,414.58万 | 0.13% | 153,843 | -6,262 | -3.9% | -$98.28万 | 减仓 |
| — | FIDELITY TOTAL MARKET INDEX FUND | $2,440.85万 | 0.13% | 117,677 | 117,677 | — | $2,440.85万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,472.34万 | 0.14% | 104,486 | 44,277 | 73.5% | $1,047.68万 | 加仓 |
| — | SCHWAB US TREASURY MONEY ULTRA | $2,494.17万 | 0.14% | 24,941,666 | 24,941,666 | — | $2,494.17万 | 新建仓 |
| META | META PLATFORMS INC | $2,531.34万 | 0.14% | 44,939 | 16,011 | 55.3% | $901.87万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $2,555.94万 | 0.14% | 129,350 | 24,084 | 22.9% | $475.90万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,582.69万 | 0.14% | 101,693 | 15,320 | 17.7% | $389.08万 | 加仓 |
| — | FUNDVANTAGE TR | $2,654.14万 | 0.15% | 1,220,295 | -313,635 | -20.4% | -$682.16万 | 减仓 |
| GOVT | ISHARES TR | $2,744.32万 | 0.15% | 1,204,706 | -29,859 | -2.4% | -$68.02万 | 减仓 |
| BKAG | BNY MELLON ETF TRUST | $2,838.80万 | 0.16% | 676,711 | 676,711 | — | $2,838.80万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $2,842.16万 | 0.16% | 228,396 | 37,727 | 19.8% | $469.47万 | 加仓 |
| IBTG | ISHARES TR | $2,916.51万 | 0.16% | 1,274,142 | 249,898 | 24.4% | $572.02万 | 加仓 |
| USFR | WISDOMTREE TR | $2,924.39万 | 0.16% | 580,812 | -228,986 | -28.3% | -$1,152.94万 | 减仓 |
| — | VANGUARD LIMITED TAX -EXEMPT FUND ADMIRAL SHARES | $2,998.45万 | 0.17% | 2,730,825 | 2,730,825 | — | $2,998.45万 | 新建仓 |
| CAVA | CAVA GROUP INC | $3,009.89万 | 0.17% | 383,523 | -19,954 | -4.9% | -$156.60万 | 减仓 |
| IGF | ISHARES TR | $3,098.80万 | 0.17% | 465,286 | 13,144 | 2.9% | $87.54万 | 加仓 |
| — | BEAZER HOMES USA INC | $3,133.54万 | 0.17% | 1,117,128 | -10 | -0.0% | -$281 | 减仓 |
| IWM | ISHARES TR | $3,214.27万 | 0.18% | 106,982 | 10,629 | 11.0% | $319.35万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $3,238.11万 | 0.18% | 95,731 | 81,314 | 564.0% | $2,750.45万 | 加仓 |
| — | FIDELITY 500 INDEX FD-AI | $3,265.51万 | 0.18% | 125,005 | 125,005 | — | $3,265.51万 | 新建仓 |
| EAGG | ISHARES TR | $3,271.91万 | 0.18% | 690,130 | 32,361 | 4.9% | $153.42万 | 加仓 |
| LLY | ELI LILLY & CO | $3,338.08万 | 0.18% | 27,830 | 12,320 | 79.4% | $1,477.73万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $3,346.67万 | 0.18% | 661,660 | -14,076 | -2.1% | -$71.20万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $3,371.02万 | 0.19% | 668,986 | 658,732 | 6,424.1% | $3,319.35万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3,528.81万 | 0.19% | 165,851 | 23,073 | 16.2% | $490.92万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $3,647.07万 | 0.20% | 1,005,812 | -250,683 | -20.0% | -$908.98万 | 减仓 |
| AVGO | BROADCOM INC | $3,657.64万 | 0.20% | 96,827 | 52,080 | 116.4% | $1,967.32万 | 加仓 |
| — | VANGUARD LONG TERM TAX EXEMPT FUND ADMIRAL SHARES | $3,705.93万 | 0.20% | 3,390,604 | 3,390,604 | — | $3,705.93万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $3,749.98万 | 0.21% | 114,563 | 51,054 | 80.4% | $1,671.14万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $3,760.91万 | 0.21% | 727,590 | -86,713 | -10.6% | -$448.22万 | 减仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $3,952.45万 | 0.22% | 464,924 | 13,774 | 3.1% | $117.10万 | 加仓 |
| CVX | CHEVRON CORPORATION | $4,116.98万 | 0.23% | 248,370 | 189,300 | 320.5% | $3,137.83万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,183.06万 | 0.23% | 83,596 | 16,829 | 25.2% | $842.11万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $4,223.70万 | 0.23% | 2,659,758 | 2,491,081 | 1,476.8% | $3,955.84万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $4,373.31万 | 0.24% | 553,373 | 76,351 | 16.0% | $603.40万 | 加仓 |
| TSLA | TESLA INC | $4,393.63万 | 0.24% | 104,461 | 11,476 | 12.3% | $482.68万 | 加仓 |
| SPTM | SPDR PORT TTL STCK MRKT | $4,394.18万 | 0.24% | 483,994 | 483,994 | — | $4,394.18万 | 新建仓 |
| — | FIDELITY TREASURY (ONLY MONEY MARKET FD) | $4,414.58万 | 0.24% | 44,145,794 | 44,145,794 | — | $4,414.58万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $4,522.97万 | 0.25% | 380,113 | 277,480 | 270.4% | $3,301.74万 | 加仓 |
| ILCG | ISHARES TR | $4,625.72万 | 0.25% | 395,293 | 390,660 | 8,432.1% | $4,571.50万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $4,864.11万 | 0.27% | 1,676,702 | 1,667,145 | 17,444.2% | $4,836.39万 | 加仓 |
| — | VANGUARD FEDERAL MMKT-INV | $4,935.87万 | 0.27% | 49,358,744 | 49,358,744 | — | $4,935.87万 | 新建仓 |
| SMMD | ISHARES TR | $5,155.27万 | 0.28% | 562,618 | 22,284 | 4.1% | $204.19万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $5,228.09万 | 0.29% | 1,026,122 | 51,049 | 5.2% | $260.09万 | 加仓 |
| SPAB | SPDR SER TR BARCLAYS AGGREGATE BD ETF | $5,254.19万 | 0.29% | 2,058,853 | 2,058,853 | — | $5,254.19万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $5,278.96万 | 0.29% | 217,250 | 11,940 | 5.8% | $290.13万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $5,632.29万 | 0.31% | 295,627 | 265,969 | 896.8% | $5,067.24万 | 加仓 |
| NOBL | PROSHARES TR | $5,644.15万 | 0.31% | 1,005,012 | 75,130 | 8.1% | $421.93万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $5,705.79万 | 0.31% | 777,249 | 27,540 | 3.7% | $202.17万 | 加仓 |
| IWB | ISHARES TR | $5,941.94万 | 0.33% | 145,102 | 62,341 | 75.3% | $2,552.87万 | 加仓 |
| EFA | ISHARES TR | $6,030.85万 | 0.33% | 580,559 | 25,282 | 4.6% | $262.63万 | 加仓 |
| MUB | ISHARES TR | $6,112.83万 | 0.34% | 568,001 | 55,532 | 10.8% | $597.64万 | 加仓 |
| IWF | ISHARES TR | $6,589.23万 | 0.36% | 530,662 | 153,638 | 40.8% | $1,907.72万 | 加仓 |
| SHY | ISHARES TR | $6,713.19万 | 0.37% | 817,585 | 798,814 | 4,255.6% | $6,559.06万 | 加仓 |
| HYDB | ISHARES TR | $7,197.36万 | 0.40% | 1,538,885 | 24,649 | 1.6% | $115.28万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $7,355.35万 | 0.40% | 337,510 | 44,635 | 15.2% | $972.73万 | 加仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $7,396.28万 | 0.41% | 782,924 | 13,501 | 1.8% | $127.54万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $7,496.99万 | 0.41% | 205,004 | 886 | 0.4% | $32.40万 | 加仓 |
| GOOGL | ALPHABET INC | $7,735.21万 | 0.43% | 216,448 | 81,504 | 60.4% | $2,912.71万 | 加仓 |
| CME | CME GROUP INC | $7,839.69万 | 0.43% | 355,010 | 38,920 | 12.3% | $859.47万 | 加仓 |
| SMH | VANECK ETF TRUST | $7,841.96万 | 0.43% | 119,562 | 113,440 | 1,853.0% | $7,440.42万 | 加仓 |
| IEFA | ISHARES TR | $8,025.94万 | 0.44% | 831,014 | 42,531 | 5.4% | $410.76万 | 加仓 |
| IXUS | ISHARES TR | $8,041.99万 | 0.44% | 842,622 | 7,237 | 0.9% | $69.07万 | 加仓 |