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 |
|---|---|---|---|---|---|---|---|---|
| DFGR | DIMENSIONAL ETF TRUST | $8,045.09万 | 0.44% | 2,777,041 | 21,785 | 0.8% | $63.11万 | 加仓 |
| TFLO | ISHARES TR | $8,100.18万 | 0.45% | 1,599,878 | -192,956 | -10.8% | -$976.94万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $8,258.77万 | 0.45% | 2,002,126 | 10,916 | 0.5% | $45.03万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $8,360.43万 | 0.46% | 2,840,786 | 17,856 | 0.6% | $52.55万 | 加仓 |
| ITOT | ISHARES TR | $8,465.31万 | 0.47% | 515,328 | 421,238 | 447.7% | $6,919.69万 | 加仓 |
| ACWX | ISHARES TR | $8,982.16万 | 0.49% | 1,180,155 | 1,167,371 | 9,131.5% | $8,884.86万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $9,041.87万 | 0.50% | 2,078,591 | 29,827 | 1.5% | $129.75万 | 加仓 |
| IWV | ISHARES TR | $9,073.73万 | 0.50% | 212,799 | 171,412 | 414.2% | $7,308.99万 | 加仓 |
| AMZN | AMAZON COM INC | $9,124.23万 | 0.50% | 382,824 | 163,420 | 74.5% | $3,894.95万 | 加仓 |
| — | MONEY MARKET FUND 261941702 | $9,186.28万 | 0.51% | 91,862,768 | 91,862,768 | — | $9,186.28万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $9,545.53万 | 0.53% | 2,373,919 | -62,380 | -2.6% | -$250.83万 | 减仓 |
| BKLC | BNY MELLON ETF TRUST | $9,860.77万 | 0.54% | 687,689 | 679,072 | 7,880.6% | $9,737.21万 | 加仓 |
| QQQ | INVESCO QQQ TR | $9,873.80万 | 0.54% | 134,082 | 8,442 | 6.7% | $621.67万 | 加仓 |
| SOXX | ISHARES TR | $1.04亿 | 0.57% | 161,642 | 150,986 | 1,416.9% | $9,674.61万 | 加仓 |
| GOOG | ALPHABET INC | $1.08亿 | 0.59% | 304,880 | 39,898 | 15.1% | $1,409.71万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1.14亿 | 0.63% | 1,355,390 | 87,627 | 6.9% | $733.88万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1.18亿 | 0.65% | 389,955 | -11,581 | -2.9% | -$351.04万 | 减仓 |
| VWIUX | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT ADMIRAL CLASS | $1.22亿 | 0.67% | 8,824,534 | 8,824,534 | — | $1.22亿 | 新建仓 |
| IAU | ISHARES GOLD TR | $1.25亿 | 0.69% | 1,659,286 | 1,628,465 | 5,283.6% | $1.23亿 | 加仓 |
| MSFT | MICROSOFT CORP | $1.28亿 | 0.70% | 342,187 | 104,523 | 44.0% | $3,898.93万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.28亿 | 0.71% | 641,006 | 323,653 | 102.0% | $6,475.97万 | 加仓 |
| IEMG | ISHARES INC | $1.48亿 | 0.82% | 1,791,433 | 103,953 | 6.2% | $861.15万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1.82亿 | 1.00% | 530,162 | -277,621 | -34.4% | -$9,547.67万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1.89亿 | 1.04% | 2,345,040 | -128,992 | -5.2% | -$1,039.29万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $2.06亿 | 1.14% | 838,191 | 14,641 | 1.8% | $360.48万 | 加仓 |
| SGOV | ISHARES TR | $2.24亿 | 1.23% | 2,224,301 | 2,209,289 | 14,716.8% | $2.22亿 | 加仓 |
| AAPL | APPLE INC | $2.27亿 | 1.25% | 784,975 | 272,168 | 53.1% | $7,875.45万 | 加仓 |
| AON | AON PLC | $2.41亿 | 1.33% | 726,424 | -257,651 | -26.2% | -$8,546.03万 | 减仓 |
| IUSB | ISHARES TR | $2.53亿 | 1.39% | 5,483,050 | 755,807 | 16.0% | $3,488.05万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $2.53亿 | 1.40% | 5,045,602 | 589,734 | 13.2% | $2,962.23万 | 加仓 |
| IJR | ISHARES TR | $3.00亿 | 1.65% | 2,025,543 | 84,483 | 4.4% | $1,252.97万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $3.03亿 | 1.67% | 10,939,617 | -1,269,463 | -10.4% | -$3,516.41万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.10亿 | 1.71% | 5,198,174 | 300,752 | 6.1% | $1,795.19万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3.35亿 | 1.84% | 7,548,752 | 43,777 | 0.6% | $194.19万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3.75亿 | 2.07% | 502,627 | 61,495 | 13.9% | $4,592.26万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3.80亿 | 2.09% | 4,415,332 | 351,238 | 8.6% | $3,025.56万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $4.30亿 | 2.37% | 13,574,503 | 263,057 | 2.0% | $834.15万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4.81亿 | 2.65% | 1,299,198 | 336,188 | 34.9% | $1.24亿 | 加仓 |
| SPYM | SPDR SERIES TRUST | $5.10亿 | 2.81% | 5,799,266 | 5,047,815 | 671.7% | $4.44亿 | 加仓 |
| VXUS | VANGUARD STAR FDS | $5.51亿 | 3.03% | 6,446,651 | 111,689 | 1.8% | $954.83万 | 加仓 |
| IJH | ISHARES TR | $6.14亿 | 3.38% | 7,961,778 | 252,348 | 3.3% | $1,945.86万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $7.93亿 | 4.37% | 1,154,326 | 24,199 | 2.1% | $1,662.01万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $11.16亿 | 6.14% | 15,662,182 | 1,099,481 | 7.5% | $7,833.80万 | 加仓 |
| IVV | ISHARES TR | $21.48亿 | 11.83% | 2,868,273 | 198,310 | 7.4% | $1.49亿 | 加仓 |