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 |
|---|---|---|---|---|---|---|---|---|
| — | VANGUARD NY TAX FREE FDS | $42.20万 | 0.00% | 4,119 | 2,026 | 96.8% | $20.76万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $42.22万 | 0.00% | 5,804 | -661 | -10.2% | -$4.81万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $42.48万 | 0.00% | 4,241 | 736 | 21.0% | $7.37万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $42.64万 | 0.00% | 25,671 | -1,644 | -6.0% | -$2.73万 | 减仓 |
| MKL | MARKEL GROUP INC | $42.68万 | 0.00% | 223 | -27 | -10.8% | -$5.17万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $42.71万 | 0.00% | 6,001 | -3,850 | -39.1% | -$27.40万 | 减仓 |
| — | HASHDEX NASDAQ CME CRYPTO | $42.83万 | 0.00% | 24,860 | 24,860 | — | $42.83万 | 新建仓 |
| FNB | F N B CORP | $43.11万 | 0.00% | 25,783 | 5,276 | 25.7% | $8.82万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $43.24万 | 0.00% | 4,634 | -3,931 | -45.9% | -$36.68万 | 减仓 |
| IEUR | ISHARES TR | $43.32万 | 0.00% | 6,165 | 0 | 0.0% | — | 不变 |
| EZM | WISDOMTREE TR | $43.38万 | 0.00% | 6,454 | -70 | -1.1% | -$4,705 | 减仓 |
| SRE | SEMPRA | $43.68万 | 0.00% | 4,495 | -1,907 | -29.8% | -$18.53万 | 减仓 |
| IRM | IRON MTN INC DEL | $43.76万 | 0.00% | 4,284 | 3,460 | 419.9% | $35.34万 | 重新持有 |
| IGM | ISHARES TR | $44.01万 | 0.00% | 3,714 | -4,163 | -52.9% | -$49.34万 | 减仓 |
| IYY | ISHARES TR | $44.14万 | 0.00% | 2,786 | -619 | -18.2% | -$9.81万 | 减仓 |
| ILCG | ISHARES TR | $44.24万 | 0.00% | 4,633 | -14 | -0.3% | -$1,337 | 减仓 |
| IYM | ISHARES TR | $44.38万 | 0.00% | 2,523 | -43 | -1.7% | -$7,565 | 减仓 |
| FVCB | FVCBANKCORP INC | $44.51万 | 0.00% | 29,302 | 27,488 | 1,515.3% | $41.75万 | 重新持有 |
| IXN | ISHARES TR | $44.55万 | 0.00% | 4,456 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $44.68万 | 0.00% | 8,252 | -1,830 | -18.2% | -$9.91万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $44.68万 | 0.00% | 3,412 | -2,812 | -45.2% | -$36.82万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $44.70万 | 0.00% | 2,387 | -267 | -10.1% | -$5.00万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $45.01万 | 0.00% | 23,493 | 15,730 | 202.6% | $30.14万 | 重新持有 |
| — | EAGLE FINL SVCS INC | $45.03万 | 0.00% | 12,873 | 3,132 | 32.2% | $10.96万 | 加仓 |
| DTE | DTE ENERGY CO | $45.40万 | 0.00% | 3,105 | -1,940 | -38.5% | -$28.37万 | 减仓 |
| IEI | ISHARES TR | $45.68万 | 0.00% | 3,852 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $45.75万 | 0.00% | 13,644 | -6,975 | -33.8% | -$23.39万 | 减仓 |
| NVO | NOVO-NORDISK A S | $45.96万 | 0.00% | 12,505 | -2,947 | -19.1% | -$10.83万 | 减仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $46.03万 | 0.00% | 7,277 | 7,262 | 48,413.3% | $45.94万 | 重新持有 |
| EIG | EMPLOYERS HLDGS INC | $46.15万 | 0.00% | 11,217 | -101 | -0.9% | -$4,155 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $46.21万 | 0.00% | 10,216 | -5,159 | -33.6% | -$23.34万 | 减仓 |
| HEI | HEICO CORP NEW | $46.49万 | 0.00% | 1,695 | 1,030 | 154.9% | $28.25万 | 加仓 |
| ADC | AGREE RLTY CORP | $46.59万 | 0.00% | 6,181 | -363 | -5.5% | -$2.74万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $46.63万 | 0.00% | 1,963 | 1,114 | 131.2% | $26.46万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $46.81万 | 0.00% | 10,254 | 2,812 | 37.8% | $12.84万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $46.83万 | 0.00% | 2,700 | -4,039 | -59.9% | -$70.06万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $46.89万 | 0.00% | 2,219 | -1,457 | -39.6% | -$30.79万 | 减仓 |
| CLS | CELESTICA INC | $46.90万 | 0.00% | 1,665 | -937 | -36.0% | -$26.39万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $47.28万 | 0.00% | 3,006 | -1,403 | -31.8% | -$22.07万 | 减仓 |
| GSK | GSK PLC | $47.37万 | 0.00% | 8,583 | 1,236 | 16.8% | $6.82万 | 加仓 |
| BP | BP PLC | $47.39万 | 0.00% | 10,084 | -2,561 | -20.3% | -$12.04万 | 减仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $47.40万 | 0.00% | 22,679 | -44 | -0.2% | -$920 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $47.60万 | 0.00% | 2,288 | -154 | -6.3% | -$3.20万 | 减仓 |
| SLG | SL GREEN RLTY CORP | $48.13万 | 0.00% | 13,030 | -13,277 | -50.5% | -$49.05万 | 减仓 |
| SHM | SPDR SERIES TRUST | $48.16万 | 0.00% | 10,069 | -1,415 | -12.3% | -$6.77万 | 减仓 |
| MKC | MCCORMICK & CO INC | $48.25万 | 0.00% | 9,565 | 6,451 | 207.2% | $32.54万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $48.47万 | 0.00% | 14,395 | 18 | 0.1% | $606 | 加仓 |
| WAB | WABTEC | $48.53万 | 0.00% | 1,942 | 502 | 34.9% | $12.55万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $48.56万 | 0.00% | 13,603 | -3,379 | -19.9% | -$12.06万 | 减仓 |
| LQD | ISHARES TR | $48.61万 | 0.00% | 4,460 | 40 | 0.9% | $4,360 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $48.66万 | 0.00% | 20,542 | 1,199 | 6.2% | $2.84万 | 加仓 |
| CCJ | CAMECO CORP | $48.96万 | 0.00% | 4,508 | 594 | 15.2% | $6.45万 | 加仓 |
| STIP | ISHARES TR | $49.09万 | 0.00% | 4,746 | -70 | -1.5% | -$7,240 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $49.40万 | 0.00% | 7,911 | -40 | -0.5% | -$2,498 | 减仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $49.86万 | 0.00% | 3,887 | 12 | 0.3% | $1,539 | 加仓 |
| OSK | OSHKOSH CORP | $49.93万 | 0.00% | 3,392 | -1,214 | -26.4% | -$17.87万 | 减仓 |
| OGS | ONE GAS INC | $49.97万 | 0.00% | 5,802 | -337 | -5.5% | -$2.90万 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $50.04万 | 0.00% | 7,262 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $50.11万 | 0.00% | 6,298 | -8 | -0.1% | -$636 | 减仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $50.69万 | 0.00% | 24,115 | 1,365 | 6.0% | $2.87万 | 加仓 |
| ET | ENERGY TRANSFER L P | $50.74万 | 0.00% | 26,291 | -11,043 | -29.6% | -$21.31万 | 减仓 |
| BDVL | BLACKROCK ETF TRUST | $50.86万 | 0.00% | 20,634 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $51.30万 | 0.00% | 2,587 | 237 | 10.1% | $4.70万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $51.41万 | 0.00% | 17,141 | 3,557 | 26.2% | $10.67万 | 加仓 |
| FN | FABRINET | $51.47万 | 0.00% | 987 | 206 | 26.4% | $10.74万 | 加仓 |
| INTF | ISHARES TR | $51.65万 | 0.00% | 13,258 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $52.26万 | 0.00% | 60,625 | -3,270 | -5.1% | -$2.82万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $53.01万 | 0.00% | 5,881 | -4,448 | -43.1% | -$40.10万 | 减仓 |
| IYH | ISHARES TR | $53.12万 | 0.00% | 8,618 | 978 | 12.8% | $6.03万 | 加仓 |
| XOP | SPDR SERIES TRUST | $53.21万 | 0.00% | 2,926 | -320 | -9.9% | -$5.82万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $53.21万 | 0.00% | 5,507 | -1,413 | -20.4% | -$13.65万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $53.35万 | 0.00% | 3,091 | -1,238 | -28.6% | -$21.37万 | 减仓 |
| DX | DYNEX CAP INC | $53.54万 | 0.00% | 41,962 | 18,443 | 78.4% | $23.53万 | 加仓 |
| — | FRANKLIN TEMPLETON DIGITAL H | $53.94万 | 0.00% | 13,763 | -925 | -6.3% | -$3.63万 | 减仓 |
| KLAC | KLA CORP | $54.33万 | 0.00% | 369 | -1,043 | -73.9% | -$153.57万 | 减仓 |
| SMLF | ISHARES TR | $54.54万 | 0.00% | 7,225 | 2 | 0.0% | $151 | 加仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $54.59万 | 0.00% | 12,205 | 4,525 | 58.9% | $20.24万 | 加仓 |
| DBEF | DBX ETF TR | $54.66万 | 0.00% | 11,064 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $54.78万 | 0.00% | 130 | -275 | -67.9% | -$115.88万 | 减仓 |
| KR | KROGER CO | $55.27万 | 0.00% | 7,639 | -8,013 | -51.2% | -$57.98万 | 减仓 |
| TGT | TARGET CORP | $55.49万 | 0.00% | 4,579 | -4,370 | -48.8% | -$52.96万 | 减仓 |
| ACWI | ISHARES TR | $55.54万 | 0.00% | 4,014 | 1,352 | 50.8% | $18.71万 | 加仓 |
| DEO | DIAGEO PLC | $55.83万 | 0.00% | 7,499 | -1,237 | -14.2% | -$9.21万 | 减仓 |
| USRT | ISHARES TR | $56.01万 | 0.00% | 9,462 | 4,193 | 79.6% | $24.82万 | 加仓 |
| SHLD | GLOBAL X FDS | $56.13万 | 0.00% | 7,923 | -3,242 | -29.0% | -$22.97万 | 减仓 |
| AES | AES CORP | $57.01万 | 0.00% | 40,464 | -6,424 | -13.7% | -$9.05万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $57.02万 | 0.00% | 2,072 | -1,364 | -39.7% | -$37.54万 | 减仓 |
| LIT | GLOBAL X FDS | $57.10万 | 0.00% | 7,680 | -85 | -1.1% | -$6,319 | 减仓 |
| — | LINKBANCORP INC | $57.58万 | 0.00% | 69,039 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $57.91万 | 0.00% | 6,123 | -296 | -4.6% | -$2.80万 | 减仓 |
| EGBN | EAGLE BANCORPORATION INC | $58.21万 | 0.00% | 23,404 | 22,226 | 1,886.8% | $55.28万 | 重新持有 |
| LHX | L3HARRIS TECHNOLOGIES INC | $58.30万 | 0.00% | 1,689 | -1,070 | -38.8% | -$36.93万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $58.36万 | 0.00% | 1,266 | -1,680 | -57.0% | -$77.45万 | 减仓 |
| FICO | FAIR ISAAC CORP | $58.50万 | 0.00% | 548 | -346 | -38.7% | -$36.94万 | 减仓 |
| SPXL | DIREXION SHARES ETF TRUST | $58.80万 | 0.00% | 3,180 | 1,780 | 127.1% | $32.91万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $58.86万 | 0.00% | 10,602 | 5,088 | 92.3% | $28.25万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $59.28万 | 0.00% | 16,726 | 15,456 | 1,217.0% | $54.78万 | 重新持有 |
| — | CHAIN BRIDGE BANCORP INC | $59.33万 | 0.00% | 17,000 | 17,000 | — | $59.33万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $59.60万 | 0.00% | 2,052 | -532 | -20.6% | -$15.45万 | 减仓 |
| SUSL | ISHARES TR | $60.05万 | 0.00% | 5,286 | -11,843 | -69.1% | -$134.54万 | 减仓 |