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 |
|---|---|---|---|---|---|---|---|---|
| TDIV | FIRST TR EXCHANGE TRADED FD | $25.81万 | 0.00% | 2,247 | 37 | 1.7% | $4,251 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $26.05万 | 0.00% | 981 | -117 | -10.7% | -$3.11万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $26.13万 | 0.00% | 453 | 107 | 30.9% | $6.17万 | 加仓 |
| UI | UBIQUITI INC | $26.17万 | 0.00% | 490 | 0 | 0.0% | — | 不变 |
| MTA | METALLA RTY & STREAMING LTD | $26.24万 | 0.00% | 34,475 | 0 | 0.0% | — | 不变 |
| STEW | SRH TOTAL RETURN FUND INC | $26.27万 | 0.00% | 14,678 | 0 | 0.0% | — | 不变 |
| SG | SWEETGREEN INC | $26.35万 | 0.00% | 29,914 | 0 | 0.0% | — | 不变 |
| NPO | ENPRO INDUSTRIES INC | $26.39万 | 0.00% | 700 | 700 | — | $26.39万 | 新建仓 |
| — | JPMORGAN ETFS ((IRELAND) ICAV BETABLD US TRSRY BD 0-1 Y UT ETF USD ACC) | $26.46万 | 0.00% | 2,200 | 2,200 | — | $26.46万 | 新建仓 |
| EWU | ISHARES TR | $26.49万 | 0.00% | 5,741 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $26.51万 | 0.00% | 4,293 | 50 | 1.2% | $3,088 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $26.56万 | 0.00% | 1,606 | 1,606 | — | $26.56万 | 新建仓 |
| DLTR | DOLLAR TREE INC | $26.58万 | 0.00% | 2,198 | -211 | -8.8% | -$2.55万 | 减仓 |
| — | VANGUARD GROWTH INDEX FUND ADMIRAL SHARES | $26.63万 | 0.00% | 999 | 999 | — | $26.63万 | 新建仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $26.66万 | 0.00% | 5,927 | 911 | 18.2% | $4.10万 | 加仓 |
| VEEV | VEEVA SYS INC | $26.67万 | 0.00% | 1,503 | 1,503 | — | $26.67万 | 新建仓 |
| BBY | BEST BUY INC | $26.75万 | 0.00% | 3,525 | -2,274 | -39.2% | -$17.25万 | 重新持有 |
| VSTS | VESTIS CORPORATION | $26.77万 | 0.00% | 18,434 | 52 | 0.3% | $755 | 加仓 |
| SLB | SLB LIMITED | $26.77万 | 0.00% | 5,758 | -380 | -6.2% | -$1.77万 | 减仓 |
| ARKQ | ARK ETF TR | $26.87万 | 0.00% | 2,032 | 150 | 8.0% | $1.98万 | 加仓 |
| — | PUTNAM MULTI-CAP GROWTH FUND CLASS Y | $26.89万 | 0.00% | 1,834 | 1,834 | — | $26.89万 | 新建仓 |
| — | GOLDMAN SACHS FUNDS | $26.95万 | 0.00% | 269,520 | 269,520 | — | $26.95万 | 新建仓 |
| — | FIDELITY COVINGTON TRUST | $27.13万 | 0.00% | 4,686 | -1,094 | -18.9% | -$6.33万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $27.14万 | 0.00% | 717 | 717 | — | $27.14万 | 新建仓 |
| SIVR | ABRDN SILVER ETF TRUST | $27.24万 | 0.00% | 4,845 | 426 | 9.6% | $2.39万 | 加仓 |
| CALY | CALLAWAY GOLF CO | $27.50万 | 0.00% | 14,636 | 14,636 | — | $27.50万 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $27.52万 | 0.00% | 944 | -5 | -0.5% | -$1,458 | 减仓 |
| MRNA | MODERNA INC | $27.68万 | 0.00% | 3,953 | 3,953 | — | $27.68万 | 新建仓 |
| — | AIRJOULE TECHNOLOGIES CORP | $27.70万 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| — | FIDELITY SELECT TECH HARDWARE PORT | $27.71万 | 0.00% | 1,183 | 1,183 | — | $27.71万 | 新建仓 |
| DTCR | GLOBAL X FDS | $28.00万 | 0.00% | 9,218 | 9,218 | — | $28.00万 | 新建仓 |
| — | T.ROWE PRICE GLOBAL STOCK FUND CLASS I | $28.12万 | 0.00% | 3,253 | 3,253 | — | $28.12万 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $28.16万 | 0.00% | 2,960 | -206 | -6.5% | -$1.96万 | 减仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $28.26万 | 0.00% | 5,541 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $28.39万 | 0.00% | 5,521 | -593 | -9.7% | -$3.05万 | 减仓 |
| NTAP | NETAPP INC | $28.41万 | 0.00% | 1,836 | -118 | -6.0% | -$1.83万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $28.42万 | 0.00% | 3,010 | 8 | 0.3% | $755 | 加仓 |
| OMC | OMNICOM GROUP INC | $28.42万 | 0.00% | 3,902 | -834 | -17.6% | -$6.07万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $28.49万 | 0.00% | 8,979 | 8,979 | — | $28.49万 | 新建仓 |
| PLD | PROLOGIS INC. | $28.63万 | 0.00% | 2,113 | 300 | 16.5% | $4.06万 | 加仓 |
| CACI | CACI INTL INC | $28.63万 | 0.00% | 618 | -103 | -14.3% | -$4.77万 | 减仓 |
| — | VANGUARD MUN BD FD | $28.65万 | 0.00% | 26,631 | 26,631 | — | $28.65万 | 新建仓 |
| — | NEW PERSPECTIVE | $28.75万 | 0.00% | 3,800 | 3,800 | — | $28.75万 | 新建仓 |
| — | ADVISORSHARES TR | $28.77万 | 0.00% | 1,931 | -1,091 | -36.1% | -$16.25万 | 减仓 |
| COO | COOPER COS INC | $28.80万 | 0.00% | 4,016 | -91 | -2.2% | -$6,526 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $28.83万 | 0.00% | 7,574 | 785 | 11.6% | $2.99万 | 加仓 |
| ES | EVERSOURCE ENERGY | $28.92万 | 0.00% | 4,002 | -301 | -7.0% | -$2.18万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $29.10万 | 0.00% | 4,065 | 464 | 12.9% | $3.32万 | 重新持有 |
| MGA | MAGNA INTL INC | $29.13万 | 0.00% | 4,436 | 4,436 | — | $29.13万 | 新建仓 |
| — | VANGUARD SMALL-CAP INDEX FUND ADMIRAL SHARES | $29.51万 | 0.00% | 2,033 | 2,033 | — | $29.51万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $29.76万 | 0.00% | 850 | 1 | 0.1% | $350 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $29.84万 | 0.00% | 10,102 | 10,102 | — | $29.84万 | 新建仓 |
| — | VANGUARD TAX- MANAGED SMALL-CAP FUND ADMIRAL CLASS | $29.85万 | 0.00% | 2,463 | 2,463 | — | $29.85万 | 新建仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $30.05万 | 0.00% | 4,385 | 0 | 0.0% | — | 不变 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $30.14万 | 0.00% | 3,032 | -1,402 | -31.6% | -$13.94万 | 减仓 |
| — | INCOME POOL | $30.46万 | 0.00% | 18,064 | 18,064 | — | $30.46万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $30.46万 | 0.00% | 1,733 | 327 | 23.3% | $5.75万 | 加仓 |
| — | LORD ABBETT INTERMEDIATE | $30.56万 | 0.00% | 29,530 | 29,530 | — | $30.56万 | 新建仓 |
| VMC | VULCAN MATLS CO | $30.61万 | 0.00% | 1,038 | -163 | -13.6% | -$4.81万 | 减仓 |
| SAFE | SAFEHOLD INC | $30.75万 | 0.00% | 19,584 | 19,584 | — | $30.75万 | 新建仓 |
| — | FORUM MARKETS INC | $30.76万 | 0.00% | 56,653 | 56,653 | — | $30.76万 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC | $30.78万 | 0.00% | 3,540 | 3,540 | — | $30.78万 | 新建仓 |
| APPN | APPIAN CORP | $30.91万 | 0.00% | 13,500 | 0 | 0.0% | — | 不变 |
| SLRC | SLR INVESTMENT CORP | $31.03万 | 0.00% | 25,084 | -500 | -2.0% | -$6,185 | 减仓 |
| CDW | CDW CORP | $31.10万 | 0.00% | 2,211 | 193 | 9.6% | $2.71万 | 加仓 |
| MXI | ISHARES TR | $31.14万 | 0.00% | 2,942 | 2,942 | — | $31.14万 | 新建仓 |
| MGC | VANGUARD WORLD FD | $31.37万 | 0.00% | 1,146 | 182 | 18.9% | $4.98万 | 加仓 |
| — | DIAMOND HILL SHORT DURATION TOTAL RETURN FUND CLASS I | $31.41万 | 0.00% | 31,728 | 31,728 | — | $31.41万 | 新建仓 |
| — | GS EMERGING MARKETS (EQUITY P) | $31.44万 | 0.00% | 7,854 | 7,854 | — | $31.44万 | 新建仓 |
| STPZ | PIMCO ETF TR | $31.66万 | 0.00% | 5,936 | 5,936 | — | $31.66万 | 新建仓 |
| NDAQ | NASDAQ INC | $31.88万 | 0.00% | 4,044 | 1,776 | 78.3% | $14.00万 | 重新持有 |
| MGEE | MGE ENERGY INC | $31.92万 | 0.00% | 3,915 | -87 | -2.2% | -$7,094 | 减仓 |
| — | FERRETTI SPA AZ NOMINATIVA | $32.00万 | 0.00% | 94,000 | 94,000 | — | $32.00万 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $32.01万 | 0.00% | 2,593 | -260 | -9.1% | -$3.21万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $32.20万 | 0.00% | 6,617 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $32.31万 | 0.00% | 2,891 | -1,786 | -38.2% | -$19.96万 | 重新持有 |
| KHC | KRAFT HEINZ CO | $32.46万 | 0.00% | 13,741 | 13,741 | — | $32.46万 | 新建仓 |
| — | PROSHARES TR | $32.53万 | 0.00% | 3,801 | -204 | -5.1% | -$1.75万 | 减仓 |
| AVY | AVERY DENNISON CORP | $32.57万 | 0.00% | 2,006 | 98 | 5.1% | $1.59万 | 加仓 |
| URA | GLOBAL X FDS | $32.57万 | 0.00% | 7,453 | 7,453 | — | $32.57万 | 新建仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $32.67万 | 0.00% | 11,112 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $32.99万 | 0.00% | 739 | -459 | -38.3% | -$20.49万 | 重新持有 |
| OXY | OCCIDENTAL PETE CORP | $33.01万 | 0.00% | 6,796 | 445 | 7.0% | $2.16万 | 加仓 |
| NSRGY | NESTLE SA SPONSORED ADR REPSTG REG SHS | $33.18万 | 0.00% | 3,231 | 3,231 | — | $33.18万 | 新建仓 |
| RWR | SPDR SERIES TRUST | $33.44万 | 0.00% | 2,960 | -24 | -0.8% | -$2,712 | 减仓 |
| IWC | ISHARES TR | $33.50万 | 0.00% | 1,675 | 31 | 1.9% | $6,200 | 加仓 |
| PL | PLANET LABS PBC | $33.52万 | 0.00% | 10,118 | -4,571 | -31.1% | -$15.14万 | 减仓 |
| EUSA | ISHARES INC | $33.64万 | 0.00% | 2,946 | 0 | 0.0% | — | 不变 |
| — | VANGUARD DIVIDEND GROWTH INCOME FUND | $33.64万 | 0.00% | 10,683 | 10,683 | — | $33.64万 | 新建仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $33.87万 | 0.00% | 3,366 | -346 | -9.3% | -$3.48万 | 重新持有 |
| — | FRANKLIN TEMPLETON DIGITAL H | $33.93万 | 0.00% | 10,007 | -3,756 | -27.3% | -$12.74万 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $33.95万 | 0.00% | 13,064 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $34.03万 | 0.00% | 2,669 | 930 | 53.5% | $11.86万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $34.10万 | 0.00% | 909 | -177 | -16.3% | -$6.64万 | 减仓 |
| SGHC | SUPER GROUP (SGHC) LIMITED | $34.15万 | 0.00% | 25,207 | 15,207 | 152.1% | $20.61万 | 重新持有 |
| XCEM | COLUMBIA ETF TR II | $34.20万 | 0.00% | 6,467 | 6,467 | — | $34.20万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $34.36万 | 0.00% | 8,317 | 2,077 | 33.3% | $8.58万 | 重新持有 |
| OPCH | OPTION CARE HEALTH INC | $34.37万 | 0.00% | 16,392 | 5,316 | 48.0% | $11.15万 | 加仓 |
| — | VANGUARD BALANCED INDEX FUND ADMIRAL SHARES | $34.53万 | 0.00% | 6,354 | 6,354 | — | $34.53万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $34.53万 | 0.00% | 8,524 | 2,662 | 45.4% | $10.78万 | 加仓 |