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 |
|---|---|---|---|---|---|---|---|---|
| WSM | WILLIAMS SONOMA INC | $58.32万 | 0.00% | 2,502 | 1,098 | 78.2% | $25.59万 | 重新持有 |
| BP | BP PLC | $58.61万 | 0.00% | 15,863 | 5,779 | 57.3% | $21.35万 | 加仓 |
| UGI | UGI CORP NEW | $58.63万 | 0.00% | 16,974 | -744 | -4.2% | -$2.57万 | 减仓 |
| — | ATLAS COPCO AB SPON ADR NEW REPSTG COM SER A | $58.68万 | 0.00% | 28,780 | 28,780 | — | $58.68万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $58.69万 | 0.00% | 2,306 | -6,107 | -72.6% | -$155.42万 | 减仓 |
| — | SHENKMAN SHORT DURATION HIGH INCOME FUND CLASS F | $58.81万 | 0.00% | 60,007 | 60,007 | — | $58.81万 | 新建仓 |
| — | AUTHID INC | $59.24万 | 0.00% | 553,604 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $59.37万 | 0.00% | 5,222 | 3,222 | 161.1% | $36.63万 | 加仓 |
| CI | THE CIGNA GROUP | $59.49万 | 0.00% | 2,158 | 598 | 38.3% | $16.48万 | 加仓 |
| STE | STERIS PLC | $59.91万 | 0.00% | 2,845 | 1,680 | 144.2% | $35.38万 | 加仓 |
| — | MCCORMICK & CO INC | $60.05万 | 0.00% | 11,892 | -128,083 | -91.5% | -$646.82万 | 减仓 |
| LIT | GLOBAL X FDS | $60.12万 | 0.00% | 7,680 | 0 | 0.0% | — | 不变 |
| DX | DYNEX CAP INC | $60.13万 | 0.00% | 45,862 | 3,900 | 9.3% | $5.11万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $60.23万 | 0.00% | 17,194 | 2,799 | 19.4% | $9.80万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $60.57万 | 0.00% | 7,842 | 7,842 | — | $60.57万 | 新建仓 |
| CLS | CELESTICA INC | $60.81万 | 0.00% | 1,667 | 2 | 0.1% | $730 | 加仓 |
| COPX | GLOBAL X FDS | $60.89万 | 0.00% | 7,911 | 7,911 | — | $60.89万 | 新建仓 |
| — | WASHINGTON MUTUAL INVESTORS FUND CLASS F3 | $61.11万 | 0.00% | 9,142 | 9,142 | — | $61.11万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $61.16万 | 0.00% | 2,176 | 83 | 4.0% | $2.33万 | 加仓 |
| MRP | MILLROSE PPTYS INC | $61.54万 | 0.00% | 20,481 | 20,481 | — | $61.54万 | 新建仓 |
| IXN | ISHARES TR | $61.58万 | 0.00% | 4,262 | -194 | -4.4% | -$2.80万 | 减仓 |
| DCI | DONALDSON INC | $61.68万 | 0.00% | 6,871 | -298 | -4.2% | -$2.68万 | 减仓 |
| GWW | WW GRAINGER INC | $61.77万 | 0.00% | 454 | 79 | 21.1% | $10.75万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $61.80万 | 0.00% | 16,131 | -356 | -2.2% | -$1.36万 | 减仓 |
| DDS | DILLARDS INC | $62.35万 | 0.00% | 1,180 | -3 | -0.3% | -$1,585 | 减仓 |
| XYZ | BLOCK INC | $62.46万 | 0.00% | 8,219 | 1,439 | 21.2% | $10.94万 | 加仓 |
| — | MSIF GLOBAL (FRANCHISE CLASS A) | $62.60万 | 0.00% | 24,645 | 24,645 | — | $62.60万 | 新建仓 |
| PFF | ISHARES TR | $62.67万 | 0.00% | 20,553 | 573 | 2.9% | $1.75万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $62.84万 | 0.00% | 12,006 | -135 | -1.1% | -$7,066 | 减仓 |
| USRT | ISHARES TR | $62.88万 | 0.00% | 9,462 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $63.00万 | 0.00% | 6,662 | 4,003 | 150.5% | $37.85万 | 加仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $63.06万 | 0.00% | 24,115 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $63.25万 | 0.00% | 8,205 | 3,268 | 66.2% | $25.19万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $63.49万 | 0.00% | 5,330 | -177 | -3.2% | -$2.11万 | 减仓 |
| — | T ROWE PRICE CAPITAL (APPRECIATION I CLASS) | $63.87万 | 0.00% | 16,860 | 16,860 | — | $63.87万 | 新建仓 |
| SGOL | ETFS GOLD TR | $63.89万 | 0.00% | 16,711 | 16,711 | — | $63.89万 | 新建仓 |
| — | THE GROWTH FUND OF AMERICA CLASS F3 | $63.91万 | 0.00% | 7,247 | 7,247 | — | $63.91万 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $64.00万 | 0.00% | 25,541 | 13,952 | 120.4% | $34.96万 | 加仓 |
| MKL | MARKEL GROUP INC | $64.06万 | 0.00% | 328 | 105 | 47.1% | $20.51万 | 加仓 |
| — | FIDELITY BLUE CHIP GROWTH FUND | $64.07万 | 0.00% | 2,044 | 2,044 | — | $64.07万 | 新建仓 |
| EGBN | EAGLE BANCORPORATION INC | $64.11万 | 0.00% | 22,583 | -821 | -3.5% | -$2.33万 | 减仓 |
| SMLF | ISHARES TR | $64.28万 | 0.00% | 7,211 | -14 | -0.2% | -$1,248 | 减仓 |
| PINS | PINTEREST INC | $64.34万 | 0.00% | 30,596 | -3,199 | -9.5% | -$6.73万 | 减仓 |
| CRWV | COREWEAVE INC | $64.44万 | 0.00% | 6,474 | 6,474 | — | $64.44万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $64.75万 | 0.00% | 8,442 | 5,211 | 161.3% | $39.97万 | 加仓 |
| — | HARRISON STREET REAL ASS ETS FUND | $65.10万 | 0.00% | 22,403 | 22,403 | — | $65.10万 | 新建仓 |
| GSK | GSK PLC | $65.14万 | 0.00% | 12,426 | 3,843 | 44.8% | $20.15万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $65.32万 | 0.00% | 17,512 | 485 | 2.8% | $1.81万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $65.46万 | 0.00% | 5,999 | -124 | -2.0% | -$1.35万 | 减仓 |
| NGG | NATIONAL GRID PLC | $65.56万 | 0.00% | 7,911 | 7,911 | — | $65.56万 | 新建仓 |
| SBCF | SEACOAST BKG CORP FLA | $65.58万 | 0.00% | 19,722 | -342 | -1.7% | -$1.14万 | 减仓 |
| SONY | SONY GROUP CORP | $66.23万 | 0.00% | 33,016 | 12,804 | 63.3% | $25.69万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $66.29万 | 0.00% | 2,261 | 209 | 10.2% | $6.13万 | 加仓 |
| — | GOLDMAN SACHS GQG PARTNERS INTERNATIONAL OPPORTUNITIES FUND INSTITUTIONAL SHARES | $66.37万 | 0.00% | 28,205 | 28,205 | — | $66.37万 | 新建仓 |
| SLG | SL GREEN RLTY CORP | $66.50万 | 0.00% | 12,846 | -184 | -1.4% | -$9,526 | 减仓 |
| SUSL | ISHARES TR | $66.67万 | 0.00% | 5,022 | -264 | -5.0% | -$3.50万 | 减仓 |
| BMRC | BANK OF MARIN BANCORP | $67.12万 | 0.00% | 24,231 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $67.16万 | 0.00% | 2,491 | 549 | 28.3% | $14.80万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $67.20万 | 0.00% | 13,218 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $67.21万 | 0.00% | 2,116 | 44 | 2.1% | $1.40万 | 加仓 |
| ETR | ENTERGY CORP NEW | $67.23万 | 0.00% | 5,853 | -589 | -9.1% | -$6.77万 | 减仓 |
| NLR | VANECK ETF TRUST | $67.54万 | 0.00% | 5,824 | 5,824 | — | $67.54万 | 新建仓 |
| — | STONE RIDGE ALTERNATIVE LENDING RISK PREMIUM FUND | $68.38万 | 0.00% | 14,908 | 14,908 | — | $68.38万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $68.73万 | 0.00% | 9,010 | -187 | -2.0% | -$1.43万 | 减仓 |
| RPM | RPM INTL INC | $68.79万 | 0.00% | 6,189 | -144 | -2.3% | -$1.60万 | 减仓 |
| — | PRINCIPAL MID CAP (FUND CLASS A) | $69.08万 | 0.00% | 17,928 | 17,928 | — | $69.08万 | 新建仓 |
| — | HINES GLOBAL INCOME TRUS | $69.09万 | 0.00% | 70,429 | 70,429 | — | $69.09万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $69.31万 | 0.00% | 2,427 | 139 | 6.1% | $3.97万 | 加仓 |
| UL | UNILEVER PLC | $69.35万 | 0.00% | 11,536 | 794 | 7.4% | $4.77万 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST | $69.57万 | 0.00% | 2,570 | -610 | -19.2% | -$16.51万 | 减仓 |
| — | DLP RESOURCES INC | $69.60万 | 0.00% | 5,063,795 | 5,063,795 | — | $69.60万 | 新建仓 |
| — | DFA U.S. CORE EQUITY 1 PORT INSTL CL N/L | $69.74万 | 0.00% | 12,618 | 12,618 | — | $69.74万 | 新建仓 |
| — | FIDELITY GROWTH & INCOME PORTFOLIO DEFAULT | $70.07万 | 0.00% | 9,437 | 9,437 | — | $70.07万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $70.17万 | 0.00% | 7,492 | 4,214 | 128.6% | $39.47万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $70.18万 | 0.00% | 1,603 | 84 | 5.5% | $3.68万 | 加仓 |
| NUE | NUCOR CORP | $70.41万 | 0.00% | 3,161 | 1,139 | 56.3% | $25.37万 | 重新持有 |
| CIFR | CIPHER DIGITAL INC | $70.77万 | 0.00% | 28,885 | 16,883 | 140.7% | $41.36万 | 加仓 |
| EPP | ISHARES INC | $70.81万 | 0.00% | 13,296 | 5,957 | 81.2% | $31.73万 | 加仓 |
| GIS | GENERAL MILLS INC | $70.91万 | 0.00% | 20,376 | 1,831 | 9.9% | $6.37万 | 加仓 |
| SNDK | SANDISK CORP | $70.94万 | 0.00% | 312 | -77 | -19.8% | -$17.51万 | 减仓 |
| — | ARTISAN THEMATIC FUND ADVISOR SHARES | $71.17万 | 0.00% | 24,375 | 24,375 | — | $71.17万 | 新建仓 |
| — | CHAIN BRIDGE BANCORP INC | $71.48万 | 0.00% | 17,000 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES INC | $71.98万 | 0.00% | 5,987 | 171 | 2.9% | $2.06万 | 加仓 |
| DDOG | DATADOG INC | $72.30万 | 0.00% | 2,777 | 1,212 | 77.4% | $31.56万 | 重新持有 |
| — | LARGE CAP EQUITY MANAGED POOL | $72.61万 | 0.00% | 5,666 | 5,666 | — | $72.61万 | 新建仓 |
| ITM | VANECK ETF TRUST | $72.63万 | 0.00% | 15,457 | -4,700 | -23.3% | -$22.09万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $72.94万 | 0.00% | 8,987 | 4,510 | 100.7% | $36.60万 | 加仓 |
| SYY | SYSCO CORP | $72.99万 | 0.00% | 8,733 | 4,927 | 129.5% | $41.18万 | 加仓 |
| IBTI | ISHARES TR | $73.44万 | 0.00% | 33,170 | 452 | 1.4% | $1.00万 | 加仓 |
| INTF | ISHARES TR | $73.46万 | 0.00% | 17,935 | 4,677 | 35.3% | $19.16万 | 加仓 |
| MLPX | GLOBAL X FDS | $73.51万 | 0.00% | 9,980 | 0 | 0.0% | — | 不变 |
| — | NH MODERATE GROWTH (PORT (FIDELITY FDS)) | $73.82万 | 0.00% | 13,701 | 13,701 | — | $73.82万 | 新建仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $73.83万 | 0.00% | 10,327 | 3,050 | 41.9% | $21.80万 | 加仓 |
| — | DFA US LARGE CAP VALUE I | $74.03万 | 0.00% | 11,381 | 11,381 | — | $74.03万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $74.03万 | 0.00% | 1,614 | -84 | -4.9% | -$3.85万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $74.43万 | 0.00% | 5,094 | 1,682 | 49.3% | $24.58万 | 加仓 |
| AZO | AUTOZONE INC | $74.58万 | 0.00% | 233 | 41 | 21.4% | $13.12万 | 加仓 |
| WPC | WP CAREY INC | $74.62万 | 0.00% | 10,437 | -2,313 | -18.1% | -$16.54万 | 减仓 |
| CG | CARLYLE GROUP INC | $75.14万 | 0.00% | 17,843 | 17,843 | — | $75.14万 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $75.27万 | 0.00% | 30,583 | -241 | -0.8% | -$5,931 | 减仓 |