13F 机构持仓

Wealthspire Advisors, LLC

NEW YORK NY · SEC CIK 0001646247

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$181.62亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 13.7%
VEA 7.3%
VOO 5.3%
IJH 4.1%
VXUS 3.8%
SCHD 3.2%
AON 2.5%
VTI 2.4%
SCHF 2.4%
VUG 2.3%

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
— SPORTSMANS WHSE HLDGS INC $7.04万0.00%49,939 49,939— $7.04万 新建仓
— WRAP TECHNOLOGIES INC $6.90万0.00%44,834 00.0% — 不变
— FULL HSE RESORTS INC $6.75万0.00%30,000 00.0% — 不变
KOPN KOPIN CORP $6.47万0.00%28,741 00.0% — 不变
— STEREOTAXIS INC $5.80万0.00%31,500 31,500— $5.80万 新建仓
— EMPIRE ST RLTY OP L P $5.33万0.00%12,067 12,067— $5.33万 新建仓
— MONROE CAP CORP $5.33万0.00%11,586 3,82049.2% $1.76万 重新持有
— GAMESQUARE HLDGS INC $4.90万0.00%181,633 320.0% $9 加仓
— ANNOVIS BIO INC $4.46万0.00%20,000 00.0% — 不变
— VOLITIONRX LTD $4.44万0.00%220,000 220,000— $4.44万 新建仓
SSP SCRIPPS E W CO OHIO $4.11万0.00%11,060 -118-1.1% -$439 减仓
— ELME COMMUNITIES $3.89万0.00%19,364 16,468568.6% $3.31万 重新持有
RXRX RECURSION PHARMACEUTICALS IN $3.85万0.00%12,535 -300-2.3% -$921 减仓
— GAIN THERAPEUTICS INC $3.28万0.00%16,900 00.0% — 不变
DDD 3D SYS CORP DEL $3.01万0.00%16,000 16,000— $3.01万 新建仓
— BEYOND MEAT INC $2.81万0.00%40,018 20,00399.9% $1.40万 加仓
— REDFIN CORP $2.59万0.00%27,000 -47,000-63.5% -$4.50万 减仓
— MGP INGREDIENTS INC NEW $2.51万0.00%26,000 -45,000-63.4% -$4.34万 减仓
SRPT SAREPTA THERAPEUTICS INC $2.49万0.00%27,000 27,000— $2.49万 新建仓
— ORGANIGRAM GLOBAL INC $2.48万0.00%18,522 18,522— $2.48万 新建仓
— BLACKSTONE MORTGAGE TRUST IN $2.38万0.00%24,000 -41,000-63.1% -$4.07万 减仓
IVVD INVIVYD INC $2.29万0.00%17,595 17,595— $2.29万 新建仓
— PEBBLEBROOK HOTEL TR $2.17万0.00%22,000 -38,000-63.3% -$3.75万 减仓
— CARDIOL THERAPEUTICS INC $2.05万0.00%15,151 00.0% — 不变
— CIBUS INC $1.98万0.00%10,000 4,90096.1% $9,702 重新持有
— SNAP INC $1.70万0.00%18,000 -32,000-64.0% -$3.02万 减仓
— BANDWIDTH INC $1.42万0.00%16,000 -62,000-79.5% -$5.52万 减仓
— MILESTONE PHARMACEUTICALS IN $1.26万0.00%10,629 9,500841.5% $1.13万 重新持有
— FEMASYS INC $1.18万0.00%28,134 00.0% — 不变
— FRACTYL HEALTH INC $7,1500.00%15,617 15,617— $7,150 新建仓
— WHEELS UP EXPERIENCE INC $5,3300.00%10,318 3,43950.0% $1,776 重新持有
— GABELLI EQUITY TR INC $1,0300.00%147,080 147,080— $1,030 新建仓
HBAN HUNTINGTON BANCSHARES INC $00.00%0 -374,208-100.0% -$649.25万 清仓
EVRG EVERGY INC $00.00%0 -20,877-100.0% -$151.34万 清仓
AZN ASTRAZENECA PLC $00.00%0 -5,430-100.0% -$99.82万 清仓
APP APPLOVIN CORP $00.00%0 —— — 申报中断
BMO BANK MONTREAL QUE $00.00%0 —— — 申报中断
SAP SAP SE $00.00%0 -3,079-100.0% -$74.79万 清仓
HCA HCA HEALTHCARE INC $00.00%0 -1,551-100.0% -$72.40万 清仓
— CYBERARK SOFTWARE LTD $00.00%0 -1,562-100.0% -$69.65万 清仓
HWM HOWMET AEROSPACE INC $00.00%0 -3,310-100.0% -$67.87万 清仓
COR CENCORA INC $00.00%0 -1,974-100.0% -$66.66万 清仓
IFLN INVESCO EXCH TRADED FD TR II $00.00%0 -31,269-100.0% -$58.16万 清仓
SPOT SPOTIFY TECHNOLOGY S A $00.00%0 —— — 申报中断
SNPS SYNOPSYS INC $00.00%0 —— — 申报中断
DOCU DOCUSIGN INC $00.00%0 -8,220-100.0% -$56.22万 清仓
RF REGIONS FINANCIAL CORP NEW $00.00%0 -18,358-100.0% -$49.75万 清仓
PCAR PACCAR INC $00.00%0 -4,536-100.0% -$49.67万 清仓
HSBC HSBC HLDGS PLC $00.00%0 -6,302-100.0% -$49.58万 清仓
NRG NRG ENERGY INC $00.00%0 -3,073-100.0% -$48.93万 清仓
EXPE EXPEDIA GROUP INC $00.00%0 -1,722-100.0% -$48.79万 清仓
UAL UNITED AIRLS HLDGS INC $00.00%0 —— — 申报中断
CCL CARNIVAL CORP $00.00%0 -15,545-100.0% -$47.47万 清仓
AIG AMERICAN INTL GROUP INC $00.00%0 —— — 申报中断
PHM PULTE GROUP INC $00.00%0 -3,930-100.0% -$46.08万 清仓
FITB FIFTH THIRD BANCORP $00.00%0 -9,527-100.0% -$44.60万 清仓
FBTC FIDELITY WISE ORIGIN BITCOIN $00.00%0 —— — 申报中断
FCNCA FIRST CTZNS BANCSHARES INC D $00.00%0 -199-100.0% -$42.71万 清仓
TPR TAPESTRY INC $00.00%0 -3,342-100.0% -$42.70万 清仓
TOST TOAST INC $00.00%0 —— — 申报中断
STT STATE STR CORP $00.00%0 -3,248-100.0% -$41.90万 清仓
LDOS LEIDOS HOLDINGS INC $00.00%0 -2,306-100.0% -$41.61万 清仓
GPC GENUINE PARTS CO $00.00%0 -3,383-100.0% -$41.60万 清仓
LMBS FIRST TR EXCHANGE-TRADED FD $00.00%0 -8,308-100.0% -$41.53万 清仓
XEL XCEL ENERGY INC $00.00%0 -5,575-100.0% -$41.18万 清仓
DASH DOORDASH INC $00.00%0 —— — 申报中断
EBAY EBAY INC. $00.00%0 —— — 申报中断
UTHR UNITED THERAPEUTICS CORP DEL $00.00%0 -832-100.0% -$40.54万 清仓
IXG ISHARES TR $00.00%0 -3,308-100.0% -$39.96万 清仓
BBY BEST BUY INC $00.00%0 —— — 申报中断
RSG REPUBLIC SVCS INC $00.00%0 —— — 申报中断
BR BROADRIDGE FINL SOLUTIONS IN $00.00%0 —— — 申报中断
MTZ MASTEC INC $00.00%0 -1,749-100.0% -$38.02万 清仓
BRO BROWN & BROWN INC $00.00%0 -4,713-100.0% -$37.56万 清仓
VTEC VANGUARD CALIF TAX FREE FDS $00.00%0 —— — 申报中断
L LOEWS CORP $00.00%0 -3,522-100.0% -$37.09万 清仓
— ELECTRONIC ARTS INC $00.00%0 -1,812-100.0% -$37.03万 清仓
XBI SPDR SERIES TRUST $00.00%0 —— — 申报中断
GRMN GARMIN LTD $00.00%0 -1,798-100.0% -$36.47万 清仓
MCO MOODYS CORP $00.00%0 -703-100.0% -$35.93万 清仓
IR INGERSOLL RAND INC $00.00%0 -4,441-100.0% -$35.18万 清仓
— DUPONT DE NEMOURS INC $00.00%0 -8,741-100.0% -$35.14万 清仓
A AGILENT TECHNOLOGIES INC $00.00%0 -2,569-100.0% -$34.96万 清仓
TM TOYOTA MOTOR CORP $00.00%0 -1,629-100.0% -$34.88万 清仓
ITT ITT INC $00.00%0 -1,985-100.0% -$34.44万 清仓
EQIX EQUINIX INC $00.00%0 —— — 申报中断
ILMN ILLUMINA INC $00.00%0 -2,613-100.0% -$34.27万 清仓
IQV IQVIA HLDGS INC $00.00%0 -1,493-100.0% -$33.65万 清仓
ING ING GROEP N.V. $00.00%0 -11,890-100.0% -$33.29万 清仓
XLRE SELECT SECTOR SPDR TR $00.00%0 -8,183-100.0% -$33.02万 清仓
NUE NUCOR CORP $00.00%0 —— — 申报中断
PKG PACKAGING CORP AMER $00.00%0 —— — 申报中断
VRSK VERISK ANALYTICS INC $00.00%0 -1,468-100.0% -$32.84万 清仓
FSLR FIRST SOLAR INC $00.00%0 —— — 申报中断
HPE HEWLETT PACKARD ENTERPRISE C $00.00%0 —— — 申报中断
HII HUNTINGTON INGALLS INDS INC $00.00%0 -943-100.0% -$32.08万 清仓
OTIS OTIS WORLDWIDE CORP $00.00%0 —— — 申报中断
VICI VICI PPTYS INC $00.00%0 -11,143-100.0% -$31.33万 清仓
DG DOLLAR GEN CORP NEW $00.00%0 -2,344-100.0% -$31.12万 清仓
Z ZILLOW GROUP INC $00.00%0 -4,460-100.0% -$30.43万 清仓