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 |
|---|---|---|---|---|---|---|---|---|
| — | SPORTSMANS WHSE HLDGS INC | $6.64万 | 0.00% | 49,939 | 0 | 0.0% | — | 不变 |
| — | ISHARES IV PLC USD (TRSRY BD 20 YR UCITS ETF USD DIST ISIN #IE00BSKRJZ44) | $6.72万 | 0.00% | 21,000 | 21,000 | — | $6.72万 | 新建仓 |
| — | GAMESQUARE HLDGS INC | $7.17万 | 0.00% | 181,601 | -32 | -0.0% | -$13 | 减仓 |
| JBLU | JETBLUE AIRWAYS CORP | $7.33万 | 0.00% | 12,800 | 12,800 | — | $7.33万 | 新建仓 |
| — | AUREUS GREENWAY HLDGS INC CMN | $7.79万 | 0.00% | 19,531 | 19,531 | — | $7.79万 | 新建仓 |
| — | ROCKWELL MED INC | $8.36万 | 0.00% | 151,838 | 0 | 0.0% | — | 不变 |
| — | FULL HSE RESORTS INC | $8.37万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| — | LORD ABBETT HIGH YIELD FUND CLASS I | $8.77万 | 0.00% | 13,872 | 13,872 | — | $8.77万 | 新建仓 |
| — | KORU MEDICAL SYSTEMS INC | $9.00万 | 0.00% | 21,425 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $9.11万 | 0.00% | 10,413 | 10,413 | — | $9.11万 | 新建仓 |
| — | DIGIMARC CORP | $9.45万 | 0.00% | 11,500 | 11,500 | — | $9.45万 | 新建仓 |
| — | SCHWAB GOVT MONEY FUND | $9.47万 | 0.00% | 94,727 | 94,727 | — | $9.47万 | 新建仓 |
| HLN | HALEON PLC | $9.54万 | 0.00% | 10,230 | -3,817 | -27.2% | -$3.56万 | 重新持有 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $9.61万 | 0.00% | 20,791 | 4,403 | 26.9% | $2.03万 | 加仓 |
| CDZI | CADIZ INC | $9.68万 | 0.00% | 23,160 | -12,180 | -34.5% | -$5.09万 | 减仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $9.72万 | 0.00% | 17,540 | 2,340 | 15.4% | $1.30万 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $9.74万 | 0.00% | 12,705 | 12,705 | — | $9.74万 | 新建仓 |
| JOBY | JOBY AVIATION INC | $9.93万 | 0.00% | 11,129 | -1,601 | -12.6% | -$1.43万 | 减仓 |
| — | MFS INTER INCOME TR | $9.97万 | 0.00% | 40,374 | -2,651 | -6.2% | -$6,548 | 减仓 |
| — | WELLS FARGO BANK 3.85pcnt27 CD FDIC INS DUE 09/30/27 | $9.97万 | 0.00% | 100,000 | 100,000 | — | $9.97万 | 新建仓 |
| — | BANK HAPOALIM B.M 3.8pcnt27 CD FDIC INS DUE 03/01/27 | $9.98万 | 0.00% | 100,000 | 100,000 | — | $9.98万 | 新建仓 |
| — | MORGAN STANLEY P 4.25pcnt26 CD FDIC INS DUE 09/08/26 | $10.01万 | 0.00% | 100,000 | 100,000 | — | $10.01万 | 新建仓 |
| — | MORGAN STANLEY PR 4.3pcnt29 CD FDIC INS DUE 03/13/29 | $10.03万 | 0.00% | 100,000 | 100,000 | — | $10.03万 | 新建仓 |
| — | CION INVT CORP | $10.40万 | 0.00% | 16,687 | 0 | 0.0% | — | 不变 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $10.49万 | 0.00% | 80,088 | 80,088 | — | $10.49万 | 新建仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $10.54万 | 0.00% | 20,000 | 3,000 | 17.6% | $1.58万 | 加仓 |
| LCID | LUCID GROUP INC | $10.67万 | 0.00% | 15,956 | 15,956 | — | $10.67万 | 新建仓 |
| — | XWELL INC COM PAR $0 01 NEW | $10.93万 | 0.00% | 105,102 | 105,102 | — | $10.93万 | 新建仓 |
| — | PRINCIPAL PREFERRED SECURITIES FUND CLASS I | $11.04万 | 0.00% | 11,907 | 11,907 | — | $11.04万 | 新建仓 |
| — | MONEY MARKET FUND 09250C770 | $11.42万 | 0.00% | 114,190 | 114,190 | — | $11.42万 | 新建仓 |
| — | ARES REAL ESTATE INCOME TRUST CL E | $11.56万 | 0.00% | 14,113 | 14,113 | — | $11.56万 | 新建仓 |
| DNP | DNP SELECT INCOME FD INC | $11.73万 | 0.00% | 10,869 | 93 | 0.9% | $1,003 | 加仓 |
| — | SKYLINE BUILDERS GROUP HOLDING LIMITED ETF | $11.96万 | 0.00% | 38,698 | 38,698 | — | $11.96万 | 新建仓 |
| — | GOLDMAN SACHS FIN (SQ TR OBL FST INSTL) | $12.24万 | 0.00% | 122,439 | 122,439 | — | $12.24万 | 新建仓 |
| — | MFS GOVERNMENT SECURITIE S I | $12.27万 | 0.00% | 14,321 | 14,321 | — | $12.27万 | 新建仓 |
| NIO | NIO INC | $12.28万 | 0.00% | 24,264 | 10,001 | 70.1% | $5.06万 | 加仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $12.73万 | 0.00% | 10,172 | 0 | 0.0% | — | 不变 |
| KOPN | KOPIN CORP | $12.88万 | 0.00% | 28,741 | 0 | 0.0% | — | 不变 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $13.13万 | 0.00% | 22,646 | 86 | 0.4% | $499 | 加仓 |
| — | EATON VANCE GL MACRO (ABSOLUTE RTRN ADV I) | $13.14万 | 0.00% | 10,420 | 10,420 | — | $13.14万 | 新建仓 |
| — | CIM REAL ESTATE FINANCE TRUST INC | $13.47万 | 0.00% | 26,197 | 26,197 | — | $13.47万 | 新建仓 |
| — | SILVERCREST ASSET MGMT GROUP | $14.25万 | 0.00% | 14,096 | 1,300 | 10.2% | $1.31万 | 加仓 |
| COMP | COMPASS INC CL A | $14.57万 | 0.00% | 11,818 | 11,818 | — | $14.57万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $15.00万 | 0.00% | 10,867 | -11,131 | -50.6% | -$15.36万 | 减仓 |
| — | FIDELITY GOVERNMENT MONEY MARKET FUND PREMIUM CLASS | $15.08万 | 0.00% | 150,763 | 150,763 | — | $15.08万 | 新建仓 |
| — | INVESCO TR INVT GRADE MUNS | $15.90万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $15.95万 | 0.00% | 11,939 | 11,939 | — | $15.95万 | 新建仓 |
| — | COLLER SECONDARIES PRIVATE EQUITY OPPORTUNITIES FUND (C-SPEF) | $16.00万 | 0.00% | 27,050 | 27,050 | — | $16.00万 | 新建仓 |
| — | FIDELITY GOVERNMENT MONEY MARKET | $16.10万 | 0.00% | 161,015 | 161,015 | — | $16.10万 | 新建仓 |
| — | SUMMIT ST BK SANTA ROSA CALI | $16.91万 | 0.00% | 12,470 | 0 | 0.0% | — | 不变 |
| — | PRINCIPAL SPECTRUM (PREF CAP SEC INC R6) | $17.79万 | 0.00% | 19,210 | 19,210 | — | $17.79万 | 新建仓 |
| — | ANGEL OAK FUNDS TRUST | $17.83万 | 0.00% | 16,201 | -1,000 | -5.8% | -$1.10万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $17.97万 | 0.00% | 10,973 | 10,973 | — | $17.97万 | 新建仓 |
| — | WPG PARTNERS SELECT SMALL CAP VALUE FUND - INSTL | $18.43万 | 0.00% | 12,131 | 12,131 | — | $18.43万 | 新建仓 |
| — | MILESTONE PHARMACEUTICALS IN | $18.84万 | 0.00% | 140,629 | 130,000 | 1,223.1% | $17.42万 | 加仓 |
| — | AZZAD ETHICAL MID CAP FUND | $19.15万 | 0.00% | 10,411 | 10,411 | — | $19.15万 | 新建仓 |
| — | ALLSPRING | $19.55万 | 0.00% | 195,541 | 195,541 | — | $19.55万 | 新建仓 |
| — | DOUBLELINE SHILLER ENH CAPE I | $19.99万 | 0.00% | 12,637 | 12,637 | — | $19.99万 | 新建仓 |
| — | BLUEROCK INDUSTRIAL GROWTH REIT INC PREFERRED A | $20.00万 | 0.00% | 8,000 | 8,000 | — | $20.00万 | 新建仓 |
| IBMQ | ISHARES TR | $20.00万 | 0.00% | 7,819 | 7,819 | — | $20.00万 | 新建仓 |
| APP | APPLOVIN CORP | $20.03万 | 0.00% | 389 | -1,011 | -72.2% | -$52.06万 | 重新持有 |
| SNDA | SONIDA SENIOR LIVING INC | $20.08万 | 0.00% | 4,921 | 4,921 | — | $20.08万 | 新建仓 |
| CBT | CABOT CORP | $20.08万 | 0.00% | 2,211 | 2,211 | — | $20.08万 | 新建仓 |
| FTMH | PUTNAM ETF TRUST | $20.19万 | 0.00% | 16,999 | 83 | 0.5% | $986 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $20.20万 | 0.00% | 2,137 | -3,317 | -60.8% | -$31.36万 | 重新持有 |
| MAGS | LISTED FNDS RONDHL MGNFCNT ETF IV | $20.21万 | 0.00% | 3,144 | 3,144 | — | $20.21万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $20.22万 | 0.00% | 1,487 | -2,784 | -65.2% | -$37.87万 | 重新持有 |
| OSCR | OSCAR HEALTH INC | $20.23万 | 0.00% | 7,092 | 7,092 | — | $20.23万 | 新建仓 |
| EMGF | ISHARES INC | $20.23万 | 0.00% | 2,762 | 2,762 | — | $20.23万 | 新建仓 |
| — | JANUS HENDERSON (CONTRARIAN I) | $20.25万 | 0.00% | 6,026 | 6,026 | — | $20.25万 | 新建仓 |
| — | JPMORGAN VALUE (ADVANTAGE FUND R6) | $20.27万 | 0.00% | 5,031 | 5,031 | — | $20.27万 | 新建仓 |
| SPYI | NEOS ETF TRUST | $20.28万 | 0.00% | 3,820 | 3,820 | — | $20.28万 | 新建仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $20.30万 | 0.00% | 3,432 | 3,432 | — | $20.30万 | 新建仓 |
| MP | MP MATERIALS CORP | $20.42万 | 0.00% | 3,646 | 3,646 | — | $20.42万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $20.43万 | 0.00% | 1,553 | -40 | -2.5% | -$5,262 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $20.45万 | 0.00% | 17,415 | -387 | -2.2% | -$4,543 | 减仓 |
| — | GOLDMAN SACHS TR | $20.48万 | 0.00% | 204,822 | 204,822 | — | $20.48万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $20.52万 | 0.00% | 2,006 | -702 | -25.9% | -$7.18万 | 减仓 |
| — | AKEBIA THREAPEUTICS INC | $20.52万 | 0.00% | 180,002 | 0 | 0.0% | — | 不变 |
| — | LORD ABBETT GWTH LEADERS A | $20.54万 | 0.00% | 3,441 | 3,441 | — | $20.54万 | 新建仓 |
| ROL | ROLLINS INC | $20.55万 | 0.00% | 4,924 | 55 | 1.1% | $2,296 | 加仓 |
| QDEF | FLEXSHARES QUALITY (DIVIDEND DEFENSIVE INDEX FUND) | $20.56万 | 0.00% | 2,363 | 2,363 | — | $20.56万 | 新建仓 |
| — | ACRES COML RLTY CORP COM | $20.57万 | 0.00% | 11,563 | 11,563 | — | $20.57万 | 新建仓 |
| RS | RELIANCE INC | $20.57万 | 0.00% | 551 | -125 | -18.5% | -$4.67万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $20.57万 | 0.00% | 2,094 | 2,094 | — | $20.57万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $20.60万 | 0.00% | 4,081 | -147 | -3.5% | -$7,422 | 减仓 |
| — | CION GROSVENOR INFRASTRUCTURE FUND (CGIQX) | $20.61万 | 0.00% | 7,499 | 7,499 | — | $20.61万 | 新建仓 |
| — | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ADMIRAL SHARES | $20.67万 | 0.00% | 4,500 | 4,500 | — | $20.67万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $20.73万 | 0.00% | 2,687 | -852 | -24.1% | -$6.57万 | 重新持有 |
| JBBB | JANUS DETROIT STR TR | $20.86万 | 0.00% | 4,406 | 0 | 0.0% | — | 不变 |
| HYGV | FLEXSHARES TR | $20.90万 | 0.00% | 5,192 | 2 | 0.0% | $81 | 加仓 |
| HPQ | HP INC | $20.98万 | 0.00% | 9,552 | -9,207 | -49.1% | -$20.22万 | 减仓 |
| RYZ | RYERSON HLDG CORP | $20.99万 | 0.00% | 8,529 | 8,529 | — | $20.99万 | 新建仓 |
| TTE | TOTALENERGIES SE | $21.09万 | 0.00% | 2,712 | -376 | -12.2% | -$2.92万 | 减仓 |
| — | ISHARES TR | $21.12万 | 0.00% | 4,389 | 4,389 | — | $21.12万 | 新建仓 |
| AEHR | AEHR TEST SYS | $21.13万 | 0.00% | 2,200 | 2,200 | — | $21.13万 | 新建仓 |
| IGE | ISHARES TR | $21.24万 | 0.00% | 3,780 | 0 | 0.0% | — | 不变 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $21.25万 | 0.00% | 4,215 | 50 | 1.2% | $2,520 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $21.25万 | 0.00% | 4,104 | 4,104 | — | $21.25万 | 新建仓 |
| TOST | TOAST INC | $21.31万 | 0.00% | 7,659 | -4,326 | -36.1% | -$12.03万 | 重新持有 |