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 |
|---|---|---|---|---|---|---|---|---|
| JBL | JABIL INC | $75.55万 | 0.00% | 1,960 | 1,084 | 123.7% | $41.79万 | 加仓 |
| LDRX | RBB FD INC | $75.63万 | 0.00% | 21,420 | 0 | 0.0% | — | 不变 |
| — | INVESCO CURRENCYSHARES SWISS | $75.70万 | 0.00% | 6,942 | 6,942 | — | $75.70万 | 新建仓 |
| XME | SPDR SERIES TRUST | $75.81万 | 0.00% | 7,089 | 4,623 | 187.5% | $49.44万 | 加仓 |
| STIP | ISHARES TR | $75.83万 | 0.00% | 7,423 | 2,677 | 56.4% | $27.35万 | 加仓 |
| — | AMG PANTHEON FUND CLASS | $76.16万 | 0.00% | 26,048 | 26,048 | — | $76.16万 | 新建仓 |
| — | CLIFFWATER CORPORATE LENDING FUND CLASS I | $76.18万 | 0.00% | 72,761 | 72,761 | — | $76.18万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $76.36万 | 0.00% | 31,631 | -29,247 | -48.0% | -$70.60万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $76.56万 | 0.00% | 3,797 | 345 | 10.0% | $6.96万 | 加仓 |
| USMV | ISHARES TR | $76.96万 | 0.00% | 7,978 | 1,014 | 14.6% | $9.78万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $77.01万 | 0.00% | 10,991 | 630 | 6.1% | $4.41万 | 加仓 |
| FN | FABRINET | $77.29万 | 0.00% | 1,375 | 388 | 39.3% | $21.81万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $77.30万 | 0.00% | 7,215 | 1,369 | 23.4% | $14.67万 | 加仓 |
| XHB | SPDR SER TR S&P HOMEBUILDERS ETF | $77.45万 | 0.00% | 6,702 | 6,702 | — | $77.45万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $77.51万 | 0.00% | 7,061 | 240 | 3.5% | $2.63万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $77.64万 | 0.00% | 583 | -40 | -6.4% | -$5.33万 | 减仓 |
| NVO | NOVO-NORDISK A S | $77.69万 | 0.00% | 16,207 | 3,702 | 29.6% | $17.75万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $77.74万 | 0.00% | 41,955 | 22,807 | 119.1% | $42.26万 | 加仓 |
| — | AMCAP FUND CLASS F3 | $77.96万 | 0.00% | 17,022 | 17,022 | — | $77.96万 | 新建仓 |
| TGT | TARGET CORP | $77.97万 | 0.00% | 5,970 | 1,391 | 30.4% | $18.17万 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $78.65万 | 0.00% | 36,327 | 13,648 | 60.2% | $29.55万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $78.74万 | 0.00% | 13,654 | 7,409 | 118.6% | $42.73万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $78.91万 | 0.00% | 8,130 | 159 | 2.0% | $1.54万 | 加仓 |
| FISV | FISERV INC | $78.92万 | 0.00% | 16,090 | 4,803 | 42.6% | $23.56万 | 加仓 |
| HYG | ISHARES TR | $78.95万 | 0.00% | 9,872 | 3,574 | 56.7% | $28.58万 | 加仓 |
| RDDT | REDDIT INC | $79.15万 | 0.00% | 4,560 | 1,574 | 52.7% | $27.32万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $79.35万 | 0.00% | 18,132 | 1,247 | 7.4% | $5.46万 | 加仓 |
| — | VANECK ETF TRUST (MRNGSTR GBL WIDE) | $79.62万 | 0.00% | 20,885 | 20,885 | — | $79.62万 | 新建仓 |
| URTH | ISHARES INC | $80.27万 | 0.00% | 3,961 | 0 | 0.0% | — | 不变 |
| — | VANGUARD GLOBAL (EQUITY INVESTOR CL) | $80.44万 | 0.00% | 19,633 | 19,633 | — | $80.44万 | 新建仓 |
| IWY | ISHARES TR | $81.01万 | 0.00% | 2,788 | 118 | 4.4% | $3.43万 | 加仓 |
| — | VANGUARD MALVERN FDS | $81.09万 | 0.00% | 10,579 | 10,579 | — | $81.09万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $81.33万 | 0.00% | 4,678 | 2,938 | 168.9% | $51.08万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $81.40万 | 0.00% | 11,098 | 5,592 | 101.6% | $41.02万 | 加仓 |
| BBHL | BBH TR | $81.46万 | 0.00% | 46,816 | 0 | 0.0% | — | 不变 |
| MTRN | MATERION CORP | $81.51万 | 0.00% | 2,741 | -24 | -0.9% | -$7,137 | 减仓 |
| XSD | SPDR SERIES TRUST | $81.66万 | 0.00% | 1,309 | 390 | 42.4% | $24.33万 | 加仓 |
| IBDS | ISHARES TR | $81.73万 | 0.00% | 33,745 | 0 | 0.0% | — | 不变 |
| — | INCOME INDEX POOL | $81.95万 | 0.00% | 71,385 | 71,385 | — | $81.95万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $82.60万 | 0.00% | 6,276 | 912 | 17.0% | $12.00万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $82.67万 | 0.00% | 25,860 | 12,216 | 89.5% | $39.05万 | 加仓 |
| IYH | ISHARES TR | $82.75万 | 0.00% | 12,349 | 3,731 | 43.3% | $25.00万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $82.89万 | 0.00% | 68,902 | -7,745 | -10.1% | -$9.32万 | 减仓 |
| GAB | GABELLI EQUITY TR INC | $83.27万 | 0.00% | 147,116 | 24 | 0.0% | $136 | 加仓 |
| — | COLUMBIA DIVIDEND INCOME FUND | $83.52万 | 0.00% | 20,592 | 20,592 | — | $83.52万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $84.05万 | 0.00% | 22,557 | 3,273 | 17.0% | $12.20万 | 加仓 |
| HSY | HERSHEY CO | $84.16万 | 0.00% | 4,797 | -54 | -1.1% | -$9,474 | 减仓 |
| EFAV | ISHARES TR | $84.66万 | 0.00% | 9,653 | -111 | -1.1% | -$9,735 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $85.11万 | 0.00% | 3,082 | 3,082 | — | $85.11万 | 新建仓 |
| NVS | NOVARTIS AG | $85.47万 | 0.00% | 5,454 | -581 | -9.6% | -$9.11万 | 减仓 |
| GVI | ISHARES TR | $85.53万 | 0.00% | 8,062 | 4,771 | 145.0% | $50.62万 | 加仓 |
| VCR | VANGUARD WORLD FD | $85.57万 | 0.00% | 2,158 | 1,149 | 113.9% | $45.56万 | 加仓 |
| ABNB | AIRBNB INC | $86.48万 | 0.00% | 6,043 | 456 | 8.2% | $6.53万 | 加仓 |
| PSA | PUBLIC STORAGE | $86.48万 | 0.00% | 2,717 | -676 | -19.9% | -$21.52万 | 减仓 |
| — | FIDELITY SELECT (SEMICONDUCTORS PORT) | $87.16万 | 0.00% | 12,203 | 12,203 | — | $87.16万 | 新建仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $87.45万 | 0.00% | 6,778 | -944 | -12.2% | -$12.18万 | 减仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $87.50万 | 0.00% | 102,215 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $87.61万 | 0.00% | 10,176 | 88 | 0.9% | $7,576 | 加仓 |
| — | DSV AS ADR | $88.04万 | 0.00% | 7,406 | 7,406 | — | $88.04万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $88.51万 | 0.00% | 10,212 | 10,212 | — | $88.51万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $88.88万 | 0.00% | 33,340 | 1,905 | 6.1% | $5.08万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $88.92万 | 0.00% | 11,516 | -210 | -1.8% | -$1.62万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $88.99万 | 0.00% | 3,178 | 286 | 9.9% | $8.01万 | 加仓 |
| EFOR | EVERFORTH INC | $89.35万 | 0.00% | 50,000 | 50,000 | — | $89.35万 | 新建仓 |
| — | PRIMECAP ODYSSEY GROWTH FUND | $89.51万 | 0.00% | 18,215 | 18,215 | — | $89.51万 | 新建仓 |
| SCZ | ISHARES TR | $89.89万 | 0.00% | 10,927 | 1,755 | 19.1% | $14.44万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $89.95万 | 0.00% | 6,898 | 99 | 1.5% | $1.29万 | 加仓 |
| — | TORTOISE CAPITAL (SERIES TRUST AI INFRASTRUCTUR) | $89.96万 | 0.00% | 16,087 | 16,087 | — | $89.96万 | 新建仓 |
| — | TOTAL MARKET EQUITY | $90.82万 | 0.01% | 12,639 | 12,639 | — | $90.82万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $90.97万 | 0.01% | 8,462 | 1,572 | 22.8% | $16.90万 | 加仓 |
| — | GQG PARTNERS US QUALITY DIVIDEND INCOME FUND INST | $91.43万 | 0.01% | 65,680 | 65,680 | — | $91.43万 | 新建仓 |
| CX | CEMEX SA EURO MTN BE 144A | $91.80万 | 0.01% | 76,498 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $93.77万 | 0.01% | 6,818 | 868 | 14.6% | $11.94万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $94.34万 | 0.01% | 10,429 | -102 | -1.0% | -$9,227 | 减仓 |
| F | FORD MTR CO | $95.31万 | 0.01% | 68,571 | 15,808 | 30.0% | $21.97万 | 加仓 |
| — | SCHWAB TOTAL STOCK MARKET INDEX FUND | $95.44万 | 0.01% | 52,440 | 52,440 | — | $95.44万 | 新建仓 |
| MDT | MEDTRONIC PLC | $96.37万 | 0.01% | 12,319 | 2,392 | 24.1% | $18.71万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $96.52万 | 0.01% | 6,378 | 549 | 9.4% | $8.31万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $96.72万 | 0.01% | 12,251 | 318 | 2.7% | $2.51万 | 加仓 |
| VDE | VANGUARD WORLD FD | $96.81万 | 0.01% | 6,448 | 424 | 7.0% | $6.37万 | 加仓 |
| BN | BROOKFIELD CORP | $96.93万 | 0.01% | 22,759 | 2,144 | 10.4% | $9.13万 | 加仓 |
| MKC | MCCORMICK & CO INC | $97.07万 | 0.01% | 19,252 | 9,687 | 101.3% | $48.84万 | 加仓 |
| BCI | ABRDN ETFS | $97.51万 | 0.01% | 43,649 | 2,243 | 5.4% | $5.01万 | 加仓 |
| TWLO | TWILIO INC | $97.90万 | 0.01% | 4,745 | 4,745 | — | $97.90万 | 新建仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $98.12万 | 0.01% | 13,655 | 8,898 | 187.1% | $63.94万 | 加仓 |
| XOP | SPDR SERIES TRUST | $98.53万 | 0.01% | 6,388 | 3,462 | 118.3% | $53.40万 | 加仓 |
| STUB | STUBHUB HLDGS INC | $100.00万 | 0.01% | 77,700 | 77,700 | — | $100.00万 | 新建仓 |
| — | SCHWAB PRIME ADVANTAGE M ONEY ULTRA | $100.61万 | 0.01% | 1,006,142 | 1,006,142 | — | $100.61万 | 新建仓 |
| MET | METLIFE INC | $100.87万 | 0.01% | 11,922 | 1,999 | 20.1% | $16.91万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $101.32万 | 0.01% | 6,496 | -179 | -2.7% | -$2.79万 | 减仓 |
| ET | ENERGY TRANSFER L P | $102.06万 | 0.01% | 53,380 | 27,089 | 103.0% | $51.79万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $102.77万 | 0.01% | 2,238 | 1,247 | 125.8% | $57.26万 | 重新持有 |
| TQQQ | PROSHARES TR | $103.27万 | 0.01% | 12,749 | -4,645 | -26.7% | -$37.62万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $103.98万 | 0.01% | 9,146 | 3,265 | 55.5% | $37.12万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $104.61万 | 0.01% | 16,634 | 1,759 | 11.8% | $11.06万 | 加仓 |
| — | T ROWE PRICE CAPITAL APPRECIATION | $104.92万 | 0.01% | 27,705 | 27,705 | — | $104.92万 | 新建仓 |
| ALAB | ASTERA LABS INC | $105.01万 | 0.01% | 2,174 | 2,174 | — | $105.01万 | 新建仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $105.03万 | 0.01% | 17,651 | 45 | 0.3% | $2,678 | 加仓 |
| — | ISHARES ETHEREUM TR | $105.61万 | 0.01% | 88,824 | 41,827 | 89.0% | $49.73万 | 加仓 |
| NKE | NIKE INC | $105.83万 | 0.01% | 25,775 | 7,363 | 40.0% | $30.23万 | 加仓 |