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 |
|---|---|---|---|---|---|---|---|---|
| SJM | SMUCKER J M CO | $21.45万 | 0.00% | 1,906 | -259 | -12.0% | -$2.91万 | 重新持有 |
| CMC | COMMERCIAL METALS CO | $21.47万 | 0.00% | 3,421 | -785 | -18.7% | -$4.93万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $21.53万 | 0.00% | 2,745 | -1,221 | -30.8% | -$9.58万 | 重新持有 |
| IDU | ISHARES TR | $21.64万 | 0.00% | 1,888 | 40 | 2.2% | $4,584 | 加仓 |
| EXEL | EXELIXIS INC | $21.77万 | 0.00% | 4,002 | -681 | -14.5% | -$3.71万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $21.81万 | 0.00% | 1,829 | -233 | -11.3% | -$2.78万 | 重新持有 |
| IBDT | ISHARES TR | $21.81万 | 0.00% | 8,639 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $21.84万 | 0.00% | 3,657 | -4,266 | -53.8% | -$25.47万 | 减仓 |
| — | BARON PARTNERS FUND RETAIL SHARES | $21.86万 | 0.00% | 784 | 784 | — | $21.86万 | 新建仓 |
| — | STARFIGHTERS SPACE INC | $21.91万 | 0.00% | 41,176 | 41,176 | — | $21.91万 | 新建仓 |
| SE | SEA LTD | $21.95万 | 0.00% | 2,291 | 2,291 | — | $21.95万 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $22.01万 | 0.00% | 6,497 | 6,497 | — | $22.01万 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $22.06万 | 0.00% | 4,919 | 492 | 11.1% | $2.21万 | 重新持有 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $22.09万 | 0.00% | 2,840 | -971 | -25.5% | -$7.55万 | 减仓 |
| — | FIDELITY LARGE CAP GROWTH INDEX FUND | $22.12万 | 0.00% | 4,540 | 4,540 | — | $22.12万 | 新建仓 |
| GGG | GRACO INC | $22.13万 | 0.00% | 2,927 | 2,927 | — | $22.13万 | 新建仓 |
| VLUE | ISHARES TR | $22.30万 | 0.00% | 1,116 | 1,116 | — | $22.30万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $22.31万 | 0.00% | 945 | -306 | -24.5% | -$7.22万 | 重新持有 |
| — | ROLLS ROYCE HOLDINGS PLC SPON ADR | $22.33万 | 0.00% | 11,600 | 11,600 | — | $22.33万 | 新建仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $22.33万 | 0.00% | 4,303 | 4,303 | — | $22.33万 | 新建仓 |
| DASH | DOORDASH INC | $22.37万 | 0.00% | 1,212 | -601 | -33.1% | -$11.09万 | 重新持有 |
| TTD | THE TRADE DESK INC | $22.37万 | 0.00% | 12,375 | 6,442 | 108.6% | $11.65万 | 重新持有 |
| VMBS | VANGUARD SCOTTSDALE FDS | $22.43万 | 0.00% | 4,792 | -405 | -7.8% | -$1.90万 | 减仓 |
| IOO | ISHARES TR | $22.48万 | 0.00% | 1,646 | 0 | 0.0% | — | 重新持有 |
| BMO | BANK MONTREAL MEDIUM | $22.49万 | 0.00% | 1,273 | -5,562 | -81.4% | -$98.28万 | 重新持有 |
| — | GCT SEMICONDUCTOR HLDG INC WT EXP | $22.55万 | 0.00% | 460,295 | 460,295 | — | $22.55万 | 新建仓 |
| NTR | NUTRIEN LTD | $22.58万 | 0.00% | 3,587 | 806 | 29.0% | $5.07万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $22.60万 | 0.00% | 2,112 | 106 | 5.3% | $1.13万 | 加仓 |
| — | EUROPACIFIC GROWTH FUND CLASS F3 | $22.72万 | 0.00% | 3,560 | 3,560 | — | $22.72万 | 新建仓 |
| TRLV | TRULIEVE CANNABIS CORP | $22.81万 | 0.00% | 23,200 | 23,200 | — | $22.81万 | 新建仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $22.86万 | 0.00% | 5,332 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $22.93万 | 0.00% | 7,818 | 7,818 | — | $22.93万 | 新建仓 |
| XT | ISHARES TR | $22.95万 | 0.00% | 2,778 | 2,778 | — | $22.95万 | 新建仓 |
| JLL | JONES LANG LASALLE INC | $23.00万 | 0.00% | 742 | -156 | -17.4% | -$4.84万 | 减仓 |
| MLRG | ISHARES TR | $23.01万 | 0.00% | 2,220 | 2,220 | — | $23.01万 | 新建仓 |
| CFR | CULLEN FROST BANKERS INC | $23.19万 | 0.00% | 1,501 | 1,501 | — | $23.19万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $23.26万 | 0.00% | 5,154 | -8,406 | -62.0% | -$37.93万 | 重新持有 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $23.35万 | 0.00% | 1,289 | -43 | -3.2% | -$7,789 | 减仓 |
| CTO | CTO RLTY GROWTH INC NEW | $23.41万 | 0.00% | 10,884 | 12 | 0.1% | $258 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $23.45万 | 0.00% | 4,438 | -334 | -7.0% | -$1.77万 | 减仓 |
| IHE | ISHARES TR | $23.53万 | 0.00% | 2,377 | 1 | 0.0% | $99 | 加仓 |
| TECL | DIREXION SHARES ETF TRUST | $23.54万 | 0.00% | 1,020 | 1,020 | — | $23.54万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $23.69万 | 0.00% | 2,198 | -131 | -5.6% | -$1.41万 | 减仓 |
| — | FULLER & THALER BEHAVIORAL SMALL CAP EQUITY FUND INSTITUTIONAL CLASS | $23.73万 | 0.00% | 4,106 | 4,106 | — | $23.73万 | 新建仓 |
| — | COMSTOCK HLDG COS INC | $23.76万 | 0.00% | 14,857 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $23.78万 | 0.00% | 6,517 | 227 | 3.6% | $8,283 | 加仓 |
| RKLB | ROCKET LAB CORP | $23.84万 | 0.00% | 2,345 | 2,345 | — | $23.84万 | 新建仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $23.90万 | 0.00% | 7,470 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $23.97万 | 0.00% | 5,865 | 5,865 | — | $23.97万 | 新建仓 |
| IXC | ISHARES TR | $24.04万 | 0.00% | 4,893 | 110 | 2.3% | $5,404 | 加仓 |
| CALM | CAL MAINE FOODS INC | $24.05万 | 0.00% | 2,985 | -347 | -10.4% | -$2.80万 | 减仓 |
| BITO | PROSHARES TR | $24.07万 | 0.00% | 30,157 | 113 | 0.4% | $902 | 加仓 |
| — | VANGUARD HIGH YIELD CORPORATE BOND FUND ADMIRAL SHARES | $24.09万 | 0.00% | 43,957 | 43,957 | — | $24.09万 | 新建仓 |
| — | BITWISE HYPERLIQUID ETF | $24.13万 | 0.00% | 6,560 | 6,560 | — | $24.13万 | 新建仓 |
| DFLV | DIMENSIONAL ETF TRUST | $24.19万 | 0.00% | 6,117 | 6,117 | — | $24.19万 | 新建仓 |
| CIEN | CIENA CORP | $24.23万 | 0.00% | 494 | -710 | -59.0% | -$34.83万 | 重新持有 |
| HIG | HARTFORD INSURANCE GROUP INC | $24.30万 | 0.00% | 1,834 | 122 | 7.1% | $1.62万 | 加仓 |
| — | MEREO BIOPHARMA GROUP PLC | $24.30万 | 0.00% | 765,000 | -31,036 | -3.9% | -$9,860 | 减仓 |
| — | THEMES ETF TR | $24.36万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| — | T ROWE PRICE INSTITUTIONAL LARGE CAP CORE GROWTH FUND | $24.43万 | 0.00% | 3,412 | 3,412 | — | $24.43万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $24.43万 | 0.00% | 5,078 | 5,078 | — | $24.43万 | 新建仓 |
| DY | DYCOM INDS INC | $24.47万 | 0.00% | 484 | 484 | — | $24.47万 | 新建仓 |
| — | HARBOR CAPITAL APPRECIATION FUN | $24.54万 | 0.00% | 2,009 | 2,009 | — | $24.54万 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $24.61万 | 0.00% | 2,435 | -282 | -10.4% | -$2.85万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $24.63万 | 0.00% | 728 | -78 | -9.7% | -$2.64万 | 减仓 |
| — | MFS INTERNATIONAL GROWTH FUND CLASS I | $24.66万 | 0.00% | 4,432 | 4,432 | — | $24.66万 | 新建仓 |
| INDA | ISHARES TR | $24.69万 | 0.00% | 4,999 | 687 | 15.9% | $3.39万 | 加仓 |
| DTM | DT MIDSTREAM INC | $24.71万 | 0.00% | 1,683 | 78 | 4.9% | $1.15万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $24.73万 | 0.00% | 3,237 | -332 | -9.3% | -$2.54万 | 减仓 |
| — | RENOVORX INC | $24.75万 | 0.00% | 252,525 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS F-3 | $24.81万 | 0.00% | 2,398 | 2,398 | — | $24.81万 | 新建仓 |
| — | VANGUARD INTERMEDIATE TERM CORP BOND FUND ADMIRAL SHARES | $24.84万 | 0.00% | 28,360 | 28,360 | — | $24.84万 | 新建仓 |
| NMRK | NEWMARK GROUP INC | $24.87万 | 0.00% | 16,460 | -39 | -0.2% | -$589 | 减仓 |
| ARKW | ARK ETF TR | $24.91万 | 0.00% | 1,720 | 0 | 0.0% | — | 不变 |
| — | SIEMENS ENERGY AG SPONSORED ADR CMN | $24.96万 | 0.00% | 6,545 | 6,545 | — | $24.96万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $24.98万 | 0.00% | 2,998 | -968 | -24.4% | -$8.06万 | 重新持有 |
| UNM | UNUM GROUP | $24.98万 | 0.00% | 2,794 | -408 | -12.7% | -$3.65万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $24.98万 | 0.00% | 1,117 | -107 | -8.7% | -$2.39万 | 减仓 |
| COKE | COCA COLA CONS INC | $25.01万 | 0.00% | 1,310 | -129 | -9.0% | -$2.46万 | 减仓 |
| — | FIRST BANK OF BE 4.15pcnt27 CD FDIC INS DUE 08/09/27 | $25.02万 | 0.00% | 250,000 | 250,000 | — | $25.02万 | 新建仓 |
| — | CALPRIVATE BANK 4.1pcnt27 CD FDIC INS DUE 02/09/27 | $25.03万 | 0.00% | 250,000 | 250,000 | — | $25.03万 | 新建仓 |
| IYT | ISHARES TR | $25.10万 | 0.00% | 2,893 | 2,893 | — | $25.10万 | 新建仓 |
| EWY | ISHARES INC | $25.12万 | 0.00% | 1,244 | 1,244 | — | $25.12万 | 新建仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $25.26万 | 0.00% | 4,308 | -5 | -0.1% | -$293 | 减仓 |
| DINO | HF SINCLAIR CORP | $25.28万 | 0.00% | 3,629 | -315 | -8.0% | -$2.19万 | 减仓 |
| IHI | ISHARES TR | $25.30万 | 0.00% | 5,121 | 114 | 2.3% | $5,632 | 加仓 |
| EME | EMCOR GROUP INC | $25.31万 | 0.00% | 305 | 0 | 0.0% | — | 不变 |
| FUNC | FIRST UTD CORP | $25.33万 | 0.00% | 5,742 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $25.41万 | 0.00% | 869 | -220 | -20.2% | -$6.43万 | 减仓 |
| — | EATON VANCE CALIF MUN INCOM | $25.45万 | 0.00% | 24,196 | 0 | 0.0% | — | 不变 |
| — | LIFEMD INC | $25.47万 | 0.00% | 61,664 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $25.49万 | 0.00% | 3,668 | 169 | 4.8% | $1.17万 | 加仓 |
| — | WCM FOCUSED INTERNATIONAL GROWTH FUND | $25.52万 | 0.00% | 8,864 | 8,864 | — | $25.52万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $25.56万 | 0.00% | 5,620 | 30 | 0.5% | $1,365 | 加仓 |
| CASY | CASEYS GEN STORES INC | $25.59万 | 0.00% | 322 | -96 | -23.0% | -$7.63万 | 减仓 |
| GEO | GEO GROUP INC | $25.60万 | 0.00% | 8,664 | 8,664 | — | $25.60万 | 新建仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $25.62万 | 0.00% | 2,773 | 2,773 | — | $25.62万 | 新建仓 |
| CLOZ | SERIES PORTFOLIOS TR | $25.66万 | 0.00% | 9,714 | -3,208 | -24.8% | -$8.48万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $25.69万 | 0.00% | 10,264 | 10,264 | — | $25.69万 | 新建仓 |
| — | LORD ABBETT HIGH YIELD M UNICIPAL BOND I | $25.79万 | 0.00% | 23,903 | 23,903 | — | $25.79万 | 新建仓 |