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 |
|---|---|---|---|---|---|---|---|---|
| LHX | L3HARRIS TECHNOLOGIES INC | $105.85万 | 0.01% | 3,643 | 1,954 | 115.7% | $56.77万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $106.90万 | 0.01% | 26,304 | 2 | 0.0% | $81 | 加仓 |
| INFL | LISTED FDS TR | $107.25万 | 0.01% | 21,501 | -638 | -2.9% | -$3.18万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $107.34万 | 0.01% | 14,332 | 3,909 | 37.5% | $29.28万 | 加仓 |
| PMBS | PIMCO ETF TR | $108.05万 | 0.01% | 21,881 | -5,270 | -19.4% | -$26.02万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $108.98万 | 0.01% | 36,314 | -2,333 | -6.0% | -$7.00万 | 减仓 |
| KRE | SPDR SERIES TRUST | $110.18万 | 0.01% | 14,720 | 14,720 | — | $110.18万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $110.52万 | 0.01% | 1,288 | 1,288 | — | $110.52万 | 新建仓 |
| — | SCHWAB US TRSY MONEY INV | $110.57万 | 0.01% | 1,105,688 | 1,105,688 | — | $110.57万 | 新建仓 |
| CTAS | CINTAS CORP | $111.32万 | 0.01% | 6,545 | 2,185 | 50.1% | $37.16万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $111.60万 | 0.01% | 6,696 | 3,996 | 148.0% | $66.60万 | 加仓 |
| D | DOMINION ENERGY INC | $112.47万 | 0.01% | 16,470 | -982 | -5.6% | -$6.71万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $112.75万 | 0.01% | 6,893 | 3,802 | 123.0% | $62.19万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $112.96万 | 0.01% | 7,321 | 2,263 | 44.7% | $34.92万 | 加仓 |
| PAVE | GLOBAL X FDS | $113.62万 | 0.01% | 19,283 | 577 | 3.1% | $3.40万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $113.93万 | 0.01% | 3,437 | 20 | 0.6% | $6,629 | 加仓 |
| COWZ | PACER FDS TR | $115.64万 | 0.01% | 18,592 | 14,926 | 407.1% | $92.84万 | 加仓 |
| — | GOLDMAN SACHS HIGH (YIELD MUNI P) | $117.02万 | 0.01% | 127,611 | 127,611 | — | $117.02万 | 新建仓 |
| MTB | M & T BK CORP | $117.02万 | 0.01% | 4,917 | -58 | -1.2% | -$1.38万 | 减仓 |
| ADBE | ADOBE INC | $117.21万 | 0.01% | 5,717 | 1,181 | 26.0% | $24.21万 | 加仓 |
| TMUS | T-MOBILE US INC | $117.45万 | 0.01% | 7,002 | -334 | -4.6% | -$5.60万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $118.57万 | 0.01% | 13,344 | 5,560 | 71.4% | $49.41万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $119.33万 | 0.01% | 53,368 | -5,750 | -9.7% | -$12.86万 | 减仓 |
| AGNC | AGNC INVT CORP | $120.83万 | 0.01% | 110,853 | -22 | -0.0% | -$240 | 减仓 |
| IBB | ISHARES TR | $121.32万 | 0.01% | 6,379 | -124 | -1.9% | -$2.36万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $122.42万 | 0.01% | 10,922 | -177 | -1.6% | -$1.98万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $123.59万 | 0.01% | 14,798 | -29 | -0.2% | -$2,422 | 减仓 |
| SUSA | ISHARES TR | $124.23万 | 0.01% | 8,051 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $124.83万 | 0.01% | 4,783 | 3,037 | 173.9% | $79.26万 | 加仓 |
| ISTB | ISHARES TR | $124.96万 | 0.01% | 25,898 | -97,649 | -79.0% | -$471.15万 | 减仓 |
| AZN | ASTRAZENECA PLC | $125.46万 | 0.01% | 6,632 | 2,767 | 71.6% | $52.34万 | 加仓 |
| — | GRAYSCALE COINDESK CRYPTO | $126.71万 | 0.01% | 48,014 | 10,766 | 28.9% | $28.41万 | 加仓 |
| BOBS | BOBS DISC FURNITURE INC COM | $127.27万 | 0.01% | 80,448 | 80,448 | — | $127.27万 | 新建仓 |
| EXC | EXELON CORP | $128.68万 | 0.01% | 27,601 | 1,289 | 4.9% | $6.01万 | 加仓 |
| YUM | YUM BRANDS INC | $128.89万 | 0.01% | 8,063 | 3,046 | 60.7% | $48.69万 | 加仓 |
| COP | CONOCOPHILLIPS | $129.03万 | 0.01% | 12,411 | 6,059 | 95.4% | $62.99万 | 加仓 |
| ACWI | ISHARES TR | $129.19万 | 0.01% | 8,231 | 4,217 | 105.1% | $66.19万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $129.96万 | 0.01% | 9,827 | 574 | 6.2% | $7.59万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $131.57万 | 0.01% | 11,268 | 257 | 2.3% | $3.00万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $133.23万 | 0.01% | 50,928 | 10,403 | 25.7% | $27.21万 | 加仓 |
| O | REALTY INCOME CORP | $134.01万 | 0.01% | 21,629 | -912 | -4.0% | -$5.65万 | 减仓 |
| CMF | ISHARES TR | $134.17万 | 0.01% | 23,277 | 3 | 0.0% | $173 | 加仓 |
| BETA | BETA TECHNOLOGIES INC | $134.22万 | 0.01% | 80,131 | 80,131 | — | $134.22万 | 新建仓 |
| SO | SOUTHERN CO | $134.42万 | 0.01% | 14,045 | 902 | 6.9% | $8.63万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $134.72万 | 0.01% | 52,729 | 1,508 | 2.9% | $3.85万 | 加仓 |
| TFC | TRUIST FINL CORP | $135.39万 | 0.01% | 27,175 | 4,119 | 17.9% | $20.52万 | 加仓 |
| PAYX | PAYCHEX INC | $137.36万 | 0.01% | 13,969 | -41 | -0.3% | -$4,032 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $138.10万 | 0.01% | 15,063 | 1,693 | 12.7% | $15.52万 | 加仓 |
| CMI | CUMMINS INC | $138.22万 | 0.01% | 1,938 | 21 | 1.1% | $1.50万 | 加仓 |
| RL | RALPH LAUREN CORP | $138.29万 | 0.01% | 3,445 | -26 | -0.7% | -$1.04万 | 减仓 |
| EPS | WISDOMTREE TR | $138.29万 | 0.01% | 17,778 | 17,778 | — | $138.29万 | 新建仓 |
| ICF | ISHARES TR | $139.55万 | 0.01% | 20,634 | 10,083 | 95.6% | $68.19万 | 加仓 |
| JMSB | JOHN MARSHALL BANCORP INC | $140.25万 | 0.01% | 64,333 | 192 | 0.3% | $4,186 | 加仓 |
| URI | UNITED RENTALS INC | $140.75万 | 0.01% | 1,242 | -19 | -1.5% | -$2.15万 | 减仓 |
| IEV | ISHARES TR | $141.53万 | 0.01% | 19,427 | 0 | 0.0% | — | 不变 |
| — | FPA NEW INCOME INC | $141.97万 | 0.01% | 142,973 | 142,973 | — | $141.97万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $142.21万 | 0.01% | 15,443 | -493 | -3.1% | -$4.54万 | 减仓 |
| SPGI | S&P GLOBAL INC | $143.13万 | 0.01% | 3,514 | 2,852 | 430.8% | $116.17万 | 加仓 |
| VHT | VANGUARD WORLD FD | $144.37万 | 0.01% | 4,828 | 582 | 13.7% | $17.40万 | 加仓 |
| MCK | MCKESSON CORP | $145.03万 | 0.01% | 1,919 | 1,036 | 117.3% | $78.29万 | 加仓 |
| KBE | SPDR SERIES TRUST | $146.84万 | 0.01% | 21,525 | 21,525 | — | $146.84万 | 新建仓 |
| ALL | ALLSTATE CORP | $147.73万 | 0.01% | 6,209 | 601 | 10.7% | $14.30万 | 加仓 |
| MPC | MARATHON PETE CORP | $149.48万 | 0.01% | 5,847 | -373 | -6.0% | -$9.54万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $149.72万 | 0.01% | 13,533 | 1,941 | 16.7% | $21.47万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $150.65万 | 0.01% | 15,696 | 9,429 | 150.5% | $90.50万 | 加仓 |
| IDEV | ISHARES TR | $150.85万 | 0.01% | 16,948 | 7,144 | 72.9% | $63.59万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $150.86万 | 0.01% | 61,451 | 2,652 | 4.5% | $6.51万 | 加仓 |
| WELL | WELLTOWER INC | $151.77万 | 0.01% | 6,687 | 2,055 | 44.4% | $46.64万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $151.81万 | 0.01% | 3,091 | 233 | 8.2% | $11.44万 | 加仓 |
| — | STATE STREET HEDGED (INT'L DEVLD EQ IDX K) | $152.61万 | 0.01% | 9,407 | 9,407 | — | $152.61万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $153.65万 | 0.01% | 26,564 | 2,381 | 9.8% | $13.77万 | 加仓 |
| AFL | AFLAC INC | $154.81万 | 0.01% | 13,203 | 2,904 | 28.2% | $34.05万 | 加仓 |
| DOV | DOVER CORP | $156.28万 | 0.01% | 6,968 | -51 | -0.7% | -$1.14万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $156.96万 | 0.01% | 1,870 | 24 | 1.3% | $2.01万 | 加仓 |
| MMS | MAXIMUS INC | $157.03万 | 0.01% | 29,210 | -65 | -0.2% | -$3,494 | 减仓 |
| NTRA | NATERA INC | $157.06万 | 0.01% | 5,786 | 5,786 | — | $157.06万 | 新建仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $157.20万 | 0.01% | 199,488 | -3,171 | -1.6% | -$2.50万 | 减仓 |
| — | STONE RIDGE REINSURANCE RISK PREMIUM INTERVAL FUND | $157.29万 | 0.01% | 25,824 | 25,824 | — | $157.29万 | 新建仓 |
| BOXX | EA SERIES TRUST | $157.58万 | 0.01% | 13,458 | -5,899 | -30.5% | -$69.07万 | 减仓 |
| IUSV | ISHARES TR | $160.02万 | 0.01% | 14,527 | 8,162 | 128.2% | $89.91万 | 加仓 |
| OCUL | OCULAR THERAPEUTIX INC COM | $160.03万 | 0.01% | 162,960 | 162,960 | — | $160.03万 | 新建仓 |
| CHH | CHOICE HOTELS INTL INC | $161.38万 | 0.01% | 14,635 | -535 | -3.5% | -$5.90万 | 减仓 |
| DHI | D R HORTON INC | $161.51万 | 0.01% | 9,916 | 8,443 | 573.2% | $137.52万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $163.50万 | 0.01% | 6,640 | -2,543 | -27.7% | -$62.62万 | 减仓 |
| SHYD | VANECK ETF TRUST | $165.70万 | 0.01% | 72,357 | -245 | -0.3% | -$5,611 | 减仓 |
| RH | RH COM NPV | $166.13万 | 0.01% | 10,085 | 10,085 | — | $166.13万 | 新建仓 |
| DVYE | ISHARES INC | $166.49万 | 0.01% | 51,658 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $166.58万 | 0.01% | 4,676 | 2,981 | 175.9% | $106.20万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $167.44万 | 0.01% | 1,712 | 385 | 29.0% | $37.65万 | 加仓 |
| PSX | PHILLIPS 66 | $167.45万 | 0.01% | 9,905 | 2,368 | 31.4% | $40.03万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $167.87万 | 0.01% | 9,744 | -160 | -1.6% | -$2.76万 | 减仓 |
| BOTZ | GLOBAL X FDS | $168.07万 | 0.01% | 44,298 | 3,780 | 9.3% | $14.34万 | 加仓 |
| ECL | ECOLAB INC | $168.39万 | 0.01% | 6,044 | 288 | 5.0% | $8.02万 | 加仓 |
| — | JANUS HENDERSON (FORTY I) | $168.67万 | 0.01% | 26,768 | 26,768 | — | $168.67万 | 新建仓 |
| AIQ | GLOBAL X FDS | $169.64万 | 0.01% | 25,855 | 3,131 | 13.8% | $20.54万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $169.81万 | 0.01% | 9,527 | 6,277 | 193.1% | $111.88万 | 加仓 |
| SHEL | SHELL PLC | $172.60万 | 0.01% | 22,259 | 925 | 4.3% | $7.17万 | 加仓 |
| IGSB | ISHARES TR | $172.87万 | 0.01% | 32,983 | 32,983 | — | $172.87万 | 新建仓 |
| IJT | ISHARES TR | $173.05万 | 0.01% | 9,690 | -929 | -8.7% | -$16.59万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $173.78万 | 0.01% | 5,047 | 291 | 6.1% | $10.02万 | 加仓 |