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 |
|---|---|---|---|---|---|---|---|---|
| COIN | COINBASE GLOBAL INC | $44.62万 | 0.00% | 3,052 | 1,072 | 54.1% | $15.67万 | 加仓 |
| — | T. ROWE PRICE BLUE CHIP GROWTH FUND CLASS I | $44.63万 | 0.00% | 2,093 | 2,093 | — | $44.63万 | 新建仓 |
| MLI | MUELLER INDUSTRIES INC | $44.68万 | 0.00% | 3,634 | 3,634 | — | $44.68万 | 新建仓 |
| IEI | ISHARES TR | $44.78万 | 0.00% | 3,813 | -39 | -1.0% | -$4,581 | 减仓 |
| RELY | REMITLY GLOBAL INC | $44.82万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | SCHWAB VALUE ADVANTAGE MONEY FUND | $44.86万 | 0.00% | 448,575 | 448,575 | — | $44.86万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $44.99万 | 0.00% | 2,760 | 1,340 | 94.4% | $21.84万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $45.02万 | 0.00% | 6,980 | 1,040 | 17.5% | $6.71万 | 重新持有 |
| ACNB | ACNB CORP | $45.23万 | 0.00% | 7,617 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $45.57万 | 0.00% | 2,991 | -114 | -3.7% | -$1.74万 | 减仓 |
| AME | AMETEK INC | $45.79万 | 0.00% | 1,893 | -15 | -0.8% | -$3,628 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $45.83万 | 0.00% | 3,035 | 3,035 | — | $45.83万 | 新建仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $46.00万 | 0.00% | 9,800 | -7,005 | -41.7% | -$32.88万 | 减仓 |
| — | THE OSTERWEIS STRATEGIC INCOME FUND | $46.08万 | 0.00% | 41,253 | 41,253 | — | $46.08万 | 新建仓 |
| VLTO | VERALTO CORP | $46.18万 | 0.00% | 5,208 | 2,283 | 78.1% | $20.24万 | 重新持有 |
| LPX | LOUISIANA PAC CORP | $46.21万 | 0.00% | 5,875 | 71 | 1.2% | $5,585 | 加仓 |
| URNM | SPROTT FDS TR | $46.27万 | 0.00% | 8,799 | 2,657 | 43.3% | $13.97万 | 加仓 |
| IEUR | ISHARES TR | $46.35万 | 0.00% | 6,166 | 1 | 0.0% | $75 | 加仓 |
| IYE | ISHARES TR | $46.41万 | 0.00% | 8,201 | -3,493 | -29.9% | -$19.77万 | 减仓 |
| OSK | OSHKOSH CORP | $46.45万 | 0.00% | 3,026 | -366 | -10.8% | -$5.62万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $46.58万 | 0.00% | 3,784 | 778 | 25.9% | $9.58万 | 加仓 |
| IYJ | ISHARES TR | $46.76万 | 0.00% | 2,806 | 801 | 40.0% | $13.35万 | 加仓 |
| — | VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL SHARES | $47.21万 | 0.00% | 48,919 | 48,919 | — | $47.21万 | 新建仓 |
| DEO | DIAGEO PLC | $47.27万 | 0.00% | 5,881 | -1,618 | -21.6% | -$13.00万 | 减仓 |
| FTNT | FORTINET INC | $47.34万 | 0.00% | 3,082 | 195 | 6.8% | $3.00万 | 加仓 |
| IYR | ISHARES TR | $47.52万 | 0.00% | 4,647 | 707 | 17.9% | $7.23万 | 加仓 |
| ROST | ROSS STORES INC | $47.59万 | 0.00% | 2,236 | 397 | 21.6% | $8.45万 | 加仓 |
| — | VANGUARD DIV APPREC (INDEX FD ADMIRAL SHS) | $47.63万 | 0.00% | 7,414 | 7,414 | — | $47.63万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $47.65万 | 0.00% | 1,752 | 1,752 | — | $47.65万 | 新建仓 |
| — | CODERE ONLINE LUXEMBOURG S A | $47.85万 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| — | NEUBERGER BERMAN LARGE CAP VALUE FD INSTITUTIONAL CLASS | $47.97万 | 0.00% | 7,897 | 7,897 | — | $47.97万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $48.05万 | 0.00% | 1,815 | 196 | 12.1% | $5.19万 | 加仓 |
| ARKK | ARK ETF TR | $48.39万 | 0.00% | 5,987 | 2,410 | 67.4% | $19.48万 | 加仓 |
| — | BLACKROCK GLOBAL EQT (MARKET NEUTRAL K) | $48.63万 | 0.00% | 30,074 | 30,074 | — | $48.63万 | 新建仓 |
| DGXX | DIGI PWR X INC | $48.63万 | 0.00% | 89,233 | 89,233 | — | $48.63万 | 新建仓 |
| EZM | WISDOMTREE TR | $48.68万 | 0.00% | 6,423 | -31 | -0.5% | -$2,349 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $48.71万 | 0.00% | 1,173 | 390 | 49.8% | $16.20万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $48.96万 | 0.00% | 16,228 | -498 | -3.0% | -$1.50万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $49.29万 | 0.00% | 18,996 | 1,855 | 10.8% | $4.81万 | 加仓 |
| — | UBS BANK USA, NTN 4.1pcnt29 CD FDIC INS DUE 02/07/29 | $49.98万 | 0.00% | 500,000 | 500,000 | — | $49.98万 | 新建仓 |
| — | LVMH MOET HENNESSY LOUIS VUITTON ADR | $50.01万 | 0.00% | 4,522 | 4,522 | — | $50.01万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $50.13万 | 0.00% | 6,726 | 1,281 | 23.5% | $9.55万 | 重新持有 |
| FNB | F N B CORP | $50.17万 | 0.00% | 26,294 | 511 | 2.0% | $9,750 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $50.26万 | 0.00% | 38,629 | 12,958 | 50.5% | $16.86万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $50.33万 | 0.00% | 1,402 | 154 | 12.3% | $5.53万 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $50.34万 | 0.00% | 2,813 | 714 | 34.0% | $12.78万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $50.45万 | 0.00% | 3,684 | 1,980 | 116.2% | $27.11万 | 重新持有 |
| CAH | CARDINAL HEALTH INC | $50.46万 | 0.00% | 2,124 | -95 | -4.3% | -$2.26万 | 减仓 |
| — | ASHFORD HOSPITALITY TR INC PFD SER J | $50.65万 | 0.00% | 20,259 | 20,259 | — | $50.65万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $50.72万 | 0.00% | 7,457 | 2,043 | 37.7% | $13.89万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $50.79万 | 0.00% | 5,637 | 1,446 | 34.5% | $13.03万 | 加仓 |
| PKG | PACKAGING CORP AMER | $50.83万 | 0.00% | 2,133 | 540 | 33.9% | $12.87万 | 重新持有 |
| IUSG | ISHARES TR | $51.09万 | 0.00% | 2,716 | -1,418 | -34.3% | -$26.68万 | 减仓 |
| SHM | SPDR SERIES TRUST | $51.10万 | 0.00% | 10,653 | 584 | 5.8% | $2.80万 | 加仓 |
| — | PERFORMANCE TRUST STRATEGIC BOND FUND | $51.46万 | 0.00% | 25,978 | 25,978 | — | $51.46万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $51.53万 | 0.00% | 4,244 | 3 | 0.1% | $364 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $52.24万 | 0.00% | 5,393 | 759 | 16.4% | $7.35万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $52.27万 | 0.00% | 22,047 | -1,446 | -6.2% | -$3.43万 | 减仓 |
| CTVA | CORTEVA INC | $52.28万 | 0.00% | 6,173 | 1,935 | 45.7% | $16.39万 | 加仓 |
| TOL | TOLL BROTHERS INC | $52.37万 | 0.00% | 3,179 | 354 | 12.5% | $5.83万 | 加仓 |
| — | APOLLO DIVERSIFIED CREDI T FD CL I | $52.39万 | 0.00% | 23,558 | 23,558 | — | $52.39万 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $52.50万 | 0.00% | 22,142 | 1,600 | 7.8% | $3.79万 | 加仓 |
| AIPO | TIDAL TRUST II | $52.50万 | 0.00% | 15,715 | 15,715 | — | $52.50万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $52.82万 | 0.00% | 5,495 | 2,373 | 76.0% | $22.81万 | 加仓 |
| GRNY | TIDAL TRUST I | $53.08万 | 0.00% | 19,197 | 1,706 | 9.8% | $4.72万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $53.28万 | 0.00% | 2,237 | -150 | -6.3% | -$3.57万 | 减仓 |
| RMD | RESMED INC | $53.55万 | 0.00% | 2,748 | 1,811 | 193.3% | $35.29万 | 重新持有 |
| BDVL | BLACKROCK ETF TRUST | $53.61万 | 0.00% | 20,634 | 0 | 0.0% | — | 不变 |
| — | KEYERA CORP SHS | $53.73万 | 0.00% | 13,378 | 13,378 | — | $53.73万 | 新建仓 |
| — | EAGLE FINL SVCS INC | $53.80万 | 0.00% | 12,977 | 104 | 0.8% | $4,312 | 加仓 |
| IVLU | ISHARES TR | $54.39万 | 0.00% | 13,006 | 13,006 | — | $54.39万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $54.48万 | 0.00% | 1,537 | 1,537 | — | $54.48万 | 新建仓 |
| GH | GUARDANT HEALTH INC | $54.55万 | 0.00% | 3,636 | -19 | -0.5% | -$2,851 | 减仓 |
| — | JANUS HENDERSON ENTERPRISE FUND CLASS I | $54.62万 | 0.00% | 3,498 | 3,498 | — | $54.62万 | 新建仓 |
| CCJ | CAMECO CORP | $54.81万 | 0.00% | 5,381 | 873 | 19.4% | $8.89万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $54.91万 | 0.00% | 4,522 | 885 | 24.3% | $10.75万 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $55.06万 | 0.00% | 5,289 | -200 | -3.6% | -$2.08万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $55.13万 | 0.00% | 35,071 | 35,071 | — | $55.13万 | 新建仓 |
| — | DFA US SMALL CAP PORTFOLIO INSTL #5031 | $55.25万 | 0.00% | 8,872 | 8,872 | — | $55.25万 | 新建仓 |
| — | VANGUARD SHORT-TERM TAX-EXEMPT FUND ADMIRAL SHARES | $55.30万 | 0.00% | 34,846 | 34,846 | — | $55.30万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $55.44万 | 0.00% | 464 | -84 | -15.3% | -$10.04万 | 减仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $55.62万 | 0.00% | 12,205 | 0 | 0.0% | — | 不变 |
| EIG | EMPLOYERS HLDGS INC | $55.96万 | 0.00% | 11,085 | -132 | -1.2% | -$6,663 | 减仓 |
| ZTS | ZOETIS INC | $56.17万 | 0.00% | 7,817 | 130 | 1.7% | $9,342 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $56.35万 | 0.00% | 8,061 | 150 | 1.9% | $1.05万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $56.55万 | 0.00% | 1,138 | 243 | 27.2% | $12.08万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $56.57万 | 0.00% | 2,494 | -93 | -3.6% | -$2.11万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $56.67万 | 0.00% | 5,651 | 1,141 | 25.3% | $11.44万 | 加仓 |
| ARW | ARROW ELECTRS INC | $56.68万 | 0.00% | 2,656 | 623 | 30.6% | $13.30万 | 重新持有 |
| PYPL | PAYPAL HLDGS INC | $56.86万 | 0.00% | 13,169 | 2,953 | 28.9% | $12.75万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $56.87万 | 0.00% | 1,470 | 703 | 91.7% | $27.20万 | 加仓 |
| — | JPM 100pcnt US TREAS FD - PREMIER FUND 675 | $56.96万 | 0.00% | 569,558 | 569,558 | — | $56.96万 | 新建仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $56.99万 | 0.00% | 3,896 | 9 | 0.2% | $1,316 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $57.02万 | 0.00% | 18,142 | -16,217 | -47.2% | -$50.97万 | 减仓 |
| — | SPROTT PHYSICAL URANIU F | $57.39万 | 0.00% | 31,228 | 31,228 | — | $57.39万 | 新建仓 |
| — | VANGUARD CORE BOND ADMIR AL | $57.57万 | 0.00% | 31,984 | 31,984 | — | $57.57万 | 新建仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $58.13万 | 0.00% | 60,741 | 116 | 0.2% | $1,110 | 加仓 |
| SDIV | GLOBAL X FDS | $58.18万 | 0.00% | 23,804 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $58.23万 | 0.00% | 5,339 | 879 | 19.7% | $9.59万 | 加仓 |
| — | SELECTED AMERICAN SHARES CLASS D | $58.24万 | 0.00% | 13,203 | 13,203 | — | $58.24万 | 新建仓 |