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 |
|---|---|---|---|---|---|---|---|---|
| SWK | STANLEY BLACK & DECKER INC | $34.53万 | 0.00% | 3,669 | 349 | 10.5% | $3.28万 | 重新持有 |
| XLB | SELECT SECTOR SPDR TR | $34.64万 | 0.00% | 6,816 | 2,516 | 58.5% | $12.79万 | 加仓 |
| IBDR | ISHARES TR | $34.66万 | 0.00% | 14,305 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $34.72万 | 0.00% | 1,607 | 398 | 32.9% | $8.60万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $34.76万 | 0.00% | 1,631 | -188 | -10.3% | -$4.01万 | 重新持有 |
| DES | WISDOMTREE TR | $34.94万 | 0.00% | 8,588 | 2,250 | 35.5% | $9.15万 | 加仓 |
| — | AZZAD WISE CAPITAL FUND | $35.09万 | 0.00% | 32,577 | 32,577 | — | $35.09万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $35.13万 | 0.00% | 5,488 | -513 | -8.5% | -$3.28万 | 减仓 |
| — | DODGE & COX STOCK FUND | $35.14万 | 0.00% | 20,742 | 20,742 | — | $35.14万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $35.16万 | 0.00% | 1,471 | 52 | 3.7% | $1.24万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $35.20万 | 0.00% | 1,707 | 1,707 | — | $35.20万 | 新建仓 |
| TRGP | TARGA RES CORP | $35.21万 | 0.00% | 1,313 | 158 | 13.7% | $4.24万 | 加仓 |
| FVCB | FVCBANKCORP INC | $35.42万 | 0.00% | 20,237 | -9,065 | -30.9% | -$15.86万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $35.42万 | 0.00% | 18,000 | 7,645 | 73.8% | $15.05万 | 重新持有 |
| — | HARRISON STREET REAL EST ATE I | $35.79万 | 0.00% | 15,208 | 15,208 | — | $35.79万 | 新建仓 |
| DFAW | DIMENSIONAL ETF TRUST | $35.83万 | 0.00% | 4,328 | 4,328 | — | $35.83万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $35.93万 | 0.00% | 5,960 | 5,960 | — | $35.93万 | 新建仓 |
| IDGT | ISHARES TR | $36.02万 | 0.00% | 3,008 | 8 | 0.3% | $958 | 加仓 |
| EQIX | EQUINIX INC | $36.03万 | 0.00% | 346 | -103 | -22.9% | -$10.73万 | 重新持有 |
| NUV | NUVEEN MUN VALUE FD INC | $36.13万 | 0.00% | 39,184 | 7,654 | 24.3% | $7.06万 | 加仓 |
| — | PUTNAM ULTRA SHORT DURAT ION INCOME Y | $36.16万 | 0.00% | 35,728 | 35,728 | — | $36.16万 | 新建仓 |
| — | GQG PARTNERS EMERGING MARKETS EQUITY FUND INSTITUTIONAL SHARES | $36.21万 | 0.00% | 19,539 | 19,539 | — | $36.21万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $36.21万 | 0.00% | 7,148 | 0 | 0.0% | — | 不变 |
| — | T ROWE PRICE MID CAP GROWTH FUND CLASS I | $36.24万 | 0.00% | 3,539 | 3,539 | — | $36.24万 | 新建仓 |
| — | HASHDEX NASDAQ CME CRYPTO | $36.32万 | 0.00% | 24,860 | 0 | 0.0% | — | 不变 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $36.47万 | 0.00% | 21,515 | 6,180 | 40.3% | $10.48万 | 加仓 |
| FFBC | 1ST FINL BANCORP | $36.54万 | 0.00% | 10,800 | -331 | -3.0% | -$1.12万 | 减仓 |
| ICUI | ICU MED INC | $36.78万 | 0.00% | 2,509 | -82 | -3.2% | -$1.20万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $36.84万 | 0.00% | 1,474 | 168 | 12.9% | $4.20万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $36.92万 | 0.00% | 2,170 | 0 | 0.0% | — | 不变 |
| XIFR | XPLR INFRASTRUCTURE LP | $36.94万 | 0.00% | 31,279 | 31,279 | — | $36.94万 | 新建仓 |
| IBMO | ISHARES TR | $36.99万 | 0.00% | 14,425 | 4,294 | 42.4% | $11.01万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $37.13万 | 0.00% | 8,699 | 2,934 | 50.9% | $12.52万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $37.36万 | 0.00% | 9,806 | -3,797 | -27.9% | -$14.47万 | 减仓 |
| QLD | PROSHARES TR | $37.37万 | 0.00% | 3,862 | 254 | 7.0% | $2.46万 | 加仓 |
| HDEF | DBX ETF TR | $37.42万 | 0.00% | 11,644 | 11,644 | — | $37.42万 | 新建仓 |
| BDYN | BLACKROCK ETF TRUST | $37.58万 | 0.00% | 13,546 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $37.83万 | 0.00% | 3,347 | -114 | -3.3% | -$1.29万 | 减仓 |
| WY | WEYERHAEUSER CO | $37.99万 | 0.00% | 15,870 | -600 | -3.6% | -$1.44万 | 减仓 |
| — | OAKMARK GLOBAL (SELECT FD INSTL) | $38.05万 | 0.00% | 15,158 | 15,158 | — | $38.05万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $38.09万 | 0.00% | 1,797 | -75 | -4.0% | -$1.59万 | 减仓 |
| WAT | WATERS CORP | $38.25万 | 0.00% | 1,020 | 133 | 15.0% | $4.99万 | 加仓 |
| — | CLEARBRIDGE LARGE (CAP GROWTH CLASS O) | $38.35万 | 0.00% | 5,100 | 5,100 | — | $38.35万 | 新建仓 |
| — | ARTISAN INTERNATIONAL VALUE FUND ADVISOR SHARES | $38.41万 | 0.00% | 6,439 | 6,439 | — | $38.41万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $38.45万 | 0.00% | 3,454 | 1,382 | 66.7% | $15.38万 | 加仓 |
| VINIX | VANGUARD INSTITUTIONAL INDEX FUND #94 | $38.51万 | 0.00% | 642 | 642 | — | $38.51万 | 新建仓 |
| EVR | EVERCORE INC | $38.51万 | 0.00% | 1,128 | -171 | -13.2% | -$5.84万 | 减仓 |
| WRB | BERKLEY W R CORP | $38.52万 | 0.00% | 5,461 | -48 | -0.9% | -$3,385 | 减仓 |
| — | AB GROWTH ADVISOR (CLASS) | $38.55万 | 0.00% | 2,831 | 2,831 | — | $38.55万 | 新建仓 |
| CCI | CROWN CASTLE INC | $38.72万 | 0.00% | 5,113 | 2,383 | 87.3% | $18.05万 | 重新持有 |
| Q | QNITY ELECTRONICS INC | $38.74万 | 0.00% | 2,372 | 425 | 21.8% | $6.94万 | 加仓 |
| POWL | POWELL INDS INC | $38.95万 | 0.00% | 1,360 | 1,360 | — | $38.95万 | 新建仓 |
| — | VANGUARD MID-CAP INDEX FUND ADMIRAL SHARES | $38.99万 | 0.00% | 977 | 977 | — | $38.99万 | 新建仓 |
| DLS | WISDOMTREE TR | $39.04万 | 0.00% | 4,659 | 621 | 15.4% | $5.20万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $39.04万 | 0.00% | 3,129 | 3,129 | — | $39.04万 | 新建仓 |
| — | JP MORGAN U.S. EQUITY FUND INST CLASS | $39.15万 | 0.00% | 13,929 | 13,929 | — | $39.15万 | 新建仓 |
| UBS | UBS GROUP AG | $39.25万 | 0.00% | 7,919 | 1,443 | 22.3% | $7.15万 | 加仓 |
| — | NORTHERN STOCK INDEX | $39.49万 | 0.00% | 5,291 | 5,291 | — | $39.49万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $39.75万 | 0.00% | 2,161 | 5 | 0.2% | $920 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $39.77万 | 0.00% | 31,073 | 31,073 | — | $39.77万 | 新建仓 |
| NEM | NEWMONT CORP | $39.78万 | 0.00% | 4,259 | 1,402 | 49.1% | $13.10万 | 加仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $39.84万 | 0.00% | 10,213 | 14 | 0.1% | $546 | 加仓 |
| CNOB | CONNECTONE BANCORP INC | $39.96万 | 0.00% | 11,949 | 11,949 | — | $39.96万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $40.02万 | 0.00% | 3,708 | -66 | -1.7% | -$7,124 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $40.21万 | 0.00% | 2,645 | 4 | 0.2% | $608 | 加仓 |
| VOD | VODAFONE GROUP PLC | $40.63万 | 0.00% | 30,429 | 14,696 | 93.4% | $19.62万 | 加仓 |
| XBI | SPDR SERIES TRUST | $40.80万 | 0.00% | 2,578 | -418 | -14.0% | -$6.62万 | 重新持有 |
| IRM | IRON MTN INC DEL | $40.84万 | 0.00% | 3,233 | -1,051 | -24.5% | -$13.28万 | 减仓 |
| — | ELECTROCORE INC | $41.04万 | 0.00% | 47,498 | 0 | 0.0% | — | 不变 |
| GEM | GOLDMAN SACHS ETF TR | $41.57万 | 0.00% | 7,994 | -31 | -0.4% | -$1,612 | 减仓 |
| ENB | ENBRIDGE INC | $41.57万 | 0.00% | 7,669 | -583 | -7.1% | -$3.16万 | 减仓 |
| IDA | IDACORP INC | $41.61万 | 0.00% | 2,750 | -121 | -4.2% | -$1.83万 | 减仓 |
| IMTM | ISHARES TR | $42.02万 | 0.00% | 7,879 | 7,879 | — | $42.02万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $42.04万 | 0.00% | 304 | 3 | 1.0% | $4,149 | 重新持有 |
| PGX | INVESCO EXCH TRADED FD TR II | $42.13万 | 0.00% | 38,867 | 21,551 | 124.5% | $23.36万 | 加仓 |
| KR | KROGER CO | $42.30万 | 0.00% | 7,618 | -21 | -0.3% | -$1,166 | 减仓 |
| — | BLACKROCK ADVANTAGE SMALL CAP CORE FUND INSTITUTIONAL CLASS | $42.34万 | 0.00% | 17,134 | 17,134 | — | $42.34万 | 新建仓 |
| — | FIDELITY SELECT TECHNOLO GY | $42.47万 | 0.00% | 7,634 | 7,634 | — | $42.47万 | 新建仓 |
| AGIX | KRANESHARES TRUST | $42.55万 | 0.00% | 9,074 | 1,464 | 19.2% | $6.86万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $42.61万 | 0.00% | 3,683 | -81 | -2.2% | -$9,371 | 减仓 |
| — | EXPENSIFY INC | $42.70万 | 0.00% | 238,530 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $42.72万 | 0.00% | 2,344 | -442 | -15.9% | -$8.06万 | 减仓 |
| — | VANGUARD NY TAX FREE FDS | $42.84万 | 0.00% | 4,119 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $42.91万 | 0.00% | 4,843 | 983 | 25.5% | $8.71万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $42.93万 | 0.00% | 5,701 | -1,561 | -21.5% | -$11.76万 | 减仓 |
| — | VALKYRIE ETF TRUST II | $42.99万 | 0.00% | 6,816 | 6,816 | — | $42.99万 | 新建仓 |
| — | HARTFORD CORE EQUITY FUND CLASS I | $43.05万 | 0.00% | 7,394 | 7,394 | — | $43.05万 | 新建仓 |
| ADC | AGREE RLTY CORP | $43.32万 | 0.00% | 5,719 | -462 | -7.5% | -$3.50万 | 减仓 |
| — | ALLSPRING EMERGING MARKE TS EQUITY INST | $43.49万 | 0.00% | 10,269 | 10,269 | — | $43.49万 | 新建仓 |
| EIS | ISHARES INC | $43.58万 | 0.00% | 3,610 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $43.58万 | 0.00% | 4,701 | 206 | 4.6% | $1.91万 | 加仓 |
| HACK | AMPLIFY ETF TR | $43.68万 | 0.00% | 4,162 | 4,162 | — | $43.68万 | 新建仓 |
| GLXY | GALAXY DIGITAL INC. | $43.80万 | 0.00% | 16,020 | 0 | 0.0% | — | 不变 |
| — | HANOVER BANCORP INC | $43.82万 | 0.00% | 18,791 | 18,791 | — | $43.82万 | 新建仓 |
| — | CATALYST/MILLBURN HEDGE STRATEGY FUND CLASS I | $43.92万 | 0.00% | 9,345 | 9,345 | — | $43.92万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $43.93万 | 0.00% | 3,477 | 803 | 30.0% | $10.15万 | 加仓 |
| DOW | DOW HLDGS INC | $44.01万 | 0.00% | 16,087 | -6,129 | -27.6% | -$16.77万 | 减仓 |
| IONQ | IONQ INC | $44.06万 | 0.00% | 8,272 | 687 | 9.1% | $3.66万 | 加仓 |
| OGS | ONE GAS INC | $44.32万 | 0.00% | 5,750 | -52 | -0.9% | -$4,008 | 减仓 |
| NET | CLOUDFLARE INC | $44.62万 | 0.00% | 1,819 | -63 | -3.3% | -$1.55万 | 减仓 |