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 |
|---|---|---|---|---|---|---|---|---|
| RSPT | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BANKFINANCIAL CORP | $0 | 0.00% | 0 | -22,500 | -100.0% | -$27.00万 | 清仓 |
| DB | DEUTSCHE BANK A G | $0 | 0.00% | 0 | -6,969 | -100.0% | -$26.87万 | 清仓 |
| INSP | INSPIRE MED SYS INC | $0 | 0.00% | 0 | -2,882 | -100.0% | -$26.58万 | 清仓 |
| VOYA | VOYA FINANCIAL INC | $0 | 0.00% | 0 | -3,568 | -100.0% | -$26.58万 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | -1,677 | -100.0% | -$26.30万 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -1,600 | -100.0% | -$26.22万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -3,099 | -100.0% | -$25.85万 | 清仓 |
| SNA | SNAP ON INC | $0 | 0.00% | 0 | -741 | -100.0% | -$25.53万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -1,908 | -100.0% | -$25.27万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -9,570 | -100.0% | -$25.19万 | 清仓 |
| WSM | WILLIAMS SONOMA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MTG | MGIC INVT CORP WIS | $0 | 0.00% | 0 | -8,580 | -100.0% | -$25.07万 | 清仓 |
| SLF | SUN LIFE FINANCIAL INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHAT | TIDAL TRUST II | $0 | 0.00% | 0 | -4,190 | -100.0% | -$24.70万 | 清仓 |
| SWK | STANLEY BLACK & DECKER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -4,617 | -100.0% | -$24.53万 | 清仓 |
| SMFG | SUMITOMO MITSUI FINL GROUP I | $0 | 0.00% | 0 | -12,671 | -100.0% | -$24.49万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -573 | -100.0% | -$24.18万 | 清仓 |
| POOL | POOL CORP | $0 | 0.00% | 0 | -1,051 | -100.0% | -$24.04万 | 清仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $0 | 0.00% | 0 | -5,414 | -100.0% | -$24.01万 | 清仓 |
| BHP | BHP GROUP LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FLEX | FLEX LTD | $0 | 0.00% | 0 | -3,952 | -100.0% | -$23.88万 | 清仓 |
| AYI | ACUITY INC | $0 | 0.00% | 0 | -661 | -100.0% | -$23.79万 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -1,291 | -100.0% | -$23.75万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -4,424 | -100.0% | -$23.71万 | 清仓 |
| KVYO | KLAVIYO INC | $0 | 0.00% | 0 | -7,285 | -100.0% | -$23.65万 | 清仓 |
| SW | SMURFIT WESTROCK PLC | $0 | 0.00% | 0 | -6,101 | -100.0% | -$23.59万 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | -5,680 | -100.0% | -$23.37万 | 清仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | -6,672 | -100.0% | -$23.36万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -8,246 | -100.0% | -$23.22万 | 清仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GMED | GLOBUS MED INC | $0 | 0.00% | 0 | -2,645 | -100.0% | -$23.09万 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | -3,591 | -100.0% | -$22.88万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -2,651 | -100.0% | -$22.87万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -2,200 | -100.0% | -$22.64万 | 清仓 |
| RY | ROYAL BK CDA | $0 | 0.00% | 0 | -1,326 | -100.0% | -$22.61万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -410 | -100.0% | -$22.60万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -2,145 | -100.0% | -$22.52万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARW | ARROW ELECTRS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -1,640 | -100.0% | -$22.33万 | 清仓 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -7,918 | -100.0% | -$22.18万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -7,840 | -100.0% | -$22.16万 | 清仓 |
| HMC | HONDA MOTOR LTD | $0 | 0.00% | 0 | -7,498 | -100.0% | -$22.10万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | -3,429 | -100.0% | -$22.05万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -942 | -100.0% | -$21.69万 | 清仓 |
| EG | EVEREST GROUP LTD | $0 | 0.00% | 0 | -639 | -100.0% | -$21.68万 | 清仓 |
| TXT | TEXTRON INC | $0 | 0.00% | 0 | -2,482 | -100.0% | -$21.64万 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -17,291 | -100.0% | -$21.53万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -4,289 | -100.0% | -$21.45万 | 清仓 |
| — | FIDELITY ETHEREUM FD | $0 | 0.00% | 0 | -7,219 | -100.0% | -$21.38万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SJM | SMUCKER J M CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVT | NVENT ELECTRIC PLC | $0 | 0.00% | 0 | -2,070 | -100.0% | -$21.11万 | 清仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IOO | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -3,036 | -100.0% | -$20.84万 | 清仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $0 | 0.00% | 0 | -13,346 | -100.0% | -$20.81万 | 清仓 |
| CWEN | CLEARWAY ENERGY INC | $0 | 0.00% | 0 | -6,224 | -100.0% | -$20.70万 | 清仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $0 | 0.00% | 0 | -4,689 | -100.0% | -$20.46万 | 清仓 |
| CNI | CANADIAN NATL RY CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -4,909 | -100.0% | -$20.34万 | 清仓 |
| CMS | CMS ENERGY CORP | $0 | 0.00% | 0 | -2,899 | -100.0% | -$20.27万 | 清仓 |
| AOS | SMITH A O CORP | $0 | 0.00% | 0 | -3,023 | -100.0% | -$20.21万 | 清仓 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | -12,528 | -100.0% | -$20.13万 | 清仓 |
| PRGS | PROGRESS SOFTWARE CORP | $0 | 0.00% | 0 | -4,675 | -100.0% | -$20.08万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -10,526 | -100.0% | -$18.22万 | 清仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $0 | 0.00% | 0 | -11,179 | -100.0% | -$18.00万 | 清仓 |
| HLN | HALEON PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NMR | NOMURA HLDGS INC | $0 | 0.00% | 0 | -14,750 | -100.0% | -$12.38万 | 清仓 |
| LYG | LLOYDS BANKING GROUP PLC | $0 | 0.00% | 0 | -22,749 | -100.0% | -$12.06万 | 清仓 |
| SGHC | SUPER GROUP SGHC LIMITED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -13,064 | -100.0% | -$11.38万 | 清仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $0 | 0.00% | 0 | -11,500 | -100.0% | -$11.10万 | 清仓 |
| NOK | NOKIA CORP | $0 | 0.00% | 0 | -13,403 | -100.0% | -$8.67万 | 清仓 |
| ABEV | AMBEV SA | $0 | 0.00% | 0 | -34,067 | -100.0% | -$8.41万 | 清仓 |
| ICL | ICL GROUP LTD | $0 | 0.00% | 0 | -13,971 | -100.0% | -$8.03万 | 清仓 |
| UMC | UNITED MICROELECTRONICS CORP | $0 | 0.00% | 0 | -10,006 | -100.0% | -$7.86万 | 清仓 |
| WIT | WIPRO LTD | $0 | 0.00% | 0 | -26,671 | -100.0% | -$7.57万 | 清仓 |
| LPL | LG DISPLAY CO LTD | $0 | 0.00% | 0 | -17,151 | -100.0% | -$7.22万 | 清仓 |
| — | SUMMIT HOTEL PPTYS | $0 | 0.00% | 0 | -69,000 | -100.0% | -$6.85万 | 清仓 |
| — | PENNYMAC CORP | $0 | 0.00% | 0 | -66,000 | -100.0% | -$6.76万 | 清仓 |
| — | MARRIOTT VACATIONS WORLDWIDE | $0 | 0.00% | 0 | -68,000 | -100.0% | -$6.73万 | 清仓 |
| — | AKEBIA THERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -25,100 | -100.0% | -$4.04万 | 清仓 |
| — | BNY MELLON HIGH YIELD STRATE | $0 | 0.00% | 0 | -11,308 | -100.0% | -$2.80万 | 清仓 |
| — | HAEMONETICS CORP MASS | $0 | 0.00% | 0 | -28,000 | -100.0% | -$2.76万 | 清仓 |
| — | GABELLI EQUITY TR INC | $1,030 | 0.00% | 147,080 | 147,080 | — | $1,030 | 新建仓 |
| — | WHEELS UP EXPERIENCE INC | $5,330 | 0.00% | 10,318 | 3,439 | 50.0% | $1,776 | 重新持有 |
| — | FRACTYL HEALTH INC | $7,150 | 0.00% | 15,617 | 15,617 | — | $7,150 | 新建仓 |
| — | FEMASYS INC | $1.18万 | 0.00% | 28,134 | 0 | 0.0% | — | 不变 |
| — | MILESTONE PHARMACEUTICALS IN | $1.26万 | 0.00% | 10,629 | 9,500 | 841.5% | $1.13万 | 重新持有 |
| — | BANDWIDTH INC | $1.42万 | 0.00% | 16,000 | -62,000 | -79.5% | -$5.52万 | 减仓 |
| — | SNAP INC | $1.70万 | 0.00% | 18,000 | -32,000 | -64.0% | -$3.02万 | 减仓 |