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 |
|---|---|---|---|---|---|---|---|---|
| — | ARTISAN INTERNATIONAL VALUE FUND ADVISOR SHARES | $38.41万 | 0.00% | 6,439 | 6,439 | — | $38.41万 | 新建仓 |
| — | CLEARBRIDGE LARGE (CAP GROWTH CLASS O) | $38.35万 | 0.00% | 5,100 | 5,100 | — | $38.35万 | 新建仓 |
| WAT | WATERS CORP | $38.25万 | 0.00% | 1,020 | 133 | 15.0% | $4.99万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $38.09万 | 0.00% | 1,797 | -75 | -4.0% | -$1.59万 | 减仓 |
| — | OAKMARK GLOBAL (SELECT FD INSTL) | $38.05万 | 0.00% | 15,158 | 15,158 | — | $38.05万 | 新建仓 |
| WY | WEYERHAEUSER CO | $37.99万 | 0.00% | 15,870 | -600 | -3.6% | -$1.44万 | 减仓 |
| AEE | AMEREN CORP | $37.83万 | 0.00% | 3,347 | -114 | -3.3% | -$1.29万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $37.58万 | 0.00% | 13,546 | 0 | 0.0% | — | 不变 |
| HDEF | DBX ETF TR | $37.42万 | 0.00% | 11,644 | 11,644 | — | $37.42万 | 新建仓 |
| QLD | PROSHARES TR | $37.37万 | 0.00% | 3,862 | 254 | 7.0% | $2.46万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $37.36万 | 0.00% | 9,806 | -3,797 | -27.9% | -$14.47万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $37.13万 | 0.00% | 8,699 | 2,934 | 50.9% | $12.52万 | 加仓 |
| IBMO | ISHARES TR | $36.99万 | 0.00% | 14,425 | 4,294 | 42.4% | $11.01万 | 加仓 |
| XIFR | XPLR INFRASTRUCTURE LP | $36.94万 | 0.00% | 31,279 | 31,279 | — | $36.94万 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $36.92万 | 0.00% | 2,170 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $36.84万 | 0.00% | 1,474 | 168 | 12.9% | $4.20万 | 加仓 |
| ICUI | ICU MED INC | $36.78万 | 0.00% | 2,509 | -82 | -3.2% | -$1.20万 | 减仓 |
| FFBC | 1ST FINL BANCORP | $36.54万 | 0.00% | 10,800 | -331 | -3.0% | -$1.12万 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $36.47万 | 0.00% | 21,515 | 6,180 | 40.3% | $10.48万 | 加仓 |
| — | HASHDEX NASDAQ CME CRYPTO | $36.32万 | 0.00% | 24,860 | 0 | 0.0% | — | 不变 |
| — | T ROWE PRICE MID CAP GROWTH FUND CLASS I | $36.24万 | 0.00% | 3,539 | 3,539 | — | $36.24万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $36.21万 | 0.00% | 7,148 | 0 | 0.0% | — | 不变 |
| — | GQG PARTNERS EMERGING MARKETS EQUITY FUND INSTITUTIONAL SHARES | $36.21万 | 0.00% | 19,539 | 19,539 | — | $36.21万 | 新建仓 |
| — | PUTNAM ULTRA SHORT DURAT ION INCOME Y | $36.16万 | 0.00% | 35,728 | 35,728 | — | $36.16万 | 新建仓 |
| NUV | NUVEEN MUN VALUE FD INC | $36.13万 | 0.00% | 39,184 | 7,654 | 24.3% | $7.06万 | 加仓 |
| EQIX | EQUINIX INC | $36.03万 | 0.00% | 346 | -103 | -22.9% | -$10.73万 | 重新持有 |
| IDGT | ISHARES TR | $36.02万 | 0.00% | 3,008 | 8 | 0.3% | $958 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $35.93万 | 0.00% | 5,960 | 5,960 | — | $35.93万 | 新建仓 |
| DFAW | DIMENSIONAL ETF TRUST | $35.83万 | 0.00% | 4,328 | 4,328 | — | $35.83万 | 新建仓 |
| — | HARRISON STREET REAL EST ATE I | $35.79万 | 0.00% | 15,208 | 15,208 | — | $35.79万 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $35.42万 | 0.00% | 18,000 | 7,645 | 73.8% | $15.05万 | 重新持有 |
| FVCB | FVCBANKCORP INC | $35.42万 | 0.00% | 20,237 | -9,065 | -30.9% | -$15.86万 | 减仓 |
| TRGP | TARGA RES CORP | $35.21万 | 0.00% | 1,313 | 158 | 13.7% | $4.24万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $35.20万 | 0.00% | 1,707 | 1,707 | — | $35.20万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $35.16万 | 0.00% | 1,471 | 52 | 3.7% | $1.24万 | 加仓 |
| — | DODGE & COX STOCK FUND | $35.14万 | 0.00% | 20,742 | 20,742 | — | $35.14万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $35.13万 | 0.00% | 5,488 | -513 | -8.5% | -$3.28万 | 减仓 |
| — | AZZAD WISE CAPITAL FUND | $35.09万 | 0.00% | 32,577 | 32,577 | — | $35.09万 | 新建仓 |
| DES | WISDOMTREE TR | $34.94万 | 0.00% | 8,588 | 2,250 | 35.5% | $9.15万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $34.76万 | 0.00% | 1,631 | -188 | -10.3% | -$4.01万 | 重新持有 |
| BIIB | BIOGEN INC | $34.72万 | 0.00% | 1,607 | 398 | 32.9% | $8.60万 | 加仓 |
| IBDR | ISHARES TR | $34.66万 | 0.00% | 14,305 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $34.64万 | 0.00% | 6,816 | 2,516 | 58.5% | $12.79万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $34.53万 | 0.00% | 3,669 | 349 | 10.5% | $3.28万 | 重新持有 |
| MFC | MANULIFE FINL CORP | $34.53万 | 0.00% | 8,524 | 2,662 | 45.4% | $10.78万 | 加仓 |
| — | VANGUARD BALANCED INDEX FUND ADMIRAL SHARES | $34.53万 | 0.00% | 6,354 | 6,354 | — | $34.53万 | 新建仓 |
| OPCH | OPTION CARE HEALTH INC | $34.37万 | 0.00% | 16,392 | 5,316 | 48.0% | $11.15万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $34.36万 | 0.00% | 8,317 | 2,077 | 33.3% | $8.58万 | 重新持有 |
| XCEM | COLUMBIA ETF TR II | $34.20万 | 0.00% | 6,467 | 6,467 | — | $34.20万 | 新建仓 |
| SGHC | SUPER GROUP (SGHC) LIMITED | $34.15万 | 0.00% | 25,207 | 15,207 | 152.1% | $20.61万 | 重新持有 |
| CDNS | CADENCE DESIGN SYSTEM INC | $34.10万 | 0.00% | 909 | -177 | -16.3% | -$6.64万 | 减仓 |
| IYF | ISHARES TR | $34.03万 | 0.00% | 2,669 | 930 | 53.5% | $11.86万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $33.95万 | 0.00% | 13,064 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN TEMPLETON DIGITAL H | $33.93万 | 0.00% | 10,007 | -3,756 | -27.3% | -$12.74万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $33.87万 | 0.00% | 3,366 | -346 | -9.3% | -$3.48万 | 重新持有 |
| — | VANGUARD DIVIDEND GROWTH INCOME FUND | $33.64万 | 0.00% | 10,683 | 10,683 | — | $33.64万 | 新建仓 |
| EUSA | ISHARES INC | $33.64万 | 0.00% | 2,946 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC | $33.52万 | 0.00% | 10,118 | -4,571 | -31.1% | -$15.14万 | 减仓 |
| IWC | ISHARES TR | $33.50万 | 0.00% | 1,675 | 31 | 1.9% | $6,200 | 加仓 |
| RWR | SPDR SERIES TRUST | $33.44万 | 0.00% | 2,960 | -24 | -0.8% | -$2,712 | 减仓 |
| NSRGY | NESTLE SA SPONSORED ADR REPSTG REG SHS | $33.18万 | 0.00% | 3,231 | 3,231 | — | $33.18万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $33.01万 | 0.00% | 6,796 | 445 | 7.0% | $2.16万 | 加仓 |
| SNPS | SYNOPSYS INC | $32.99万 | 0.00% | 739 | -459 | -38.3% | -$20.49万 | 重新持有 |
| XGDVX | GABELLI DIVID & INCOME TR | $32.67万 | 0.00% | 11,112 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $32.57万 | 0.00% | 7,453 | 7,453 | — | $32.57万 | 新建仓 |
| AVY | AVERY DENNISON CORP | $32.57万 | 0.00% | 2,006 | 98 | 5.1% | $1.59万 | 加仓 |
| — | PROSHARES TR | $32.53万 | 0.00% | 3,801 | -204 | -5.1% | -$1.75万 | 减仓 |
| KHC | KRAFT HEINZ CO | $32.46万 | 0.00% | 13,741 | 13,741 | — | $32.46万 | 新建仓 |
| EBAY | EBAY INC. | $32.31万 | 0.00% | 2,891 | -1,786 | -38.2% | -$19.96万 | 重新持有 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $32.20万 | 0.00% | 6,617 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW | $32.01万 | 0.00% | 2,593 | -260 | -9.1% | -$3.21万 | 减仓 |
| — | FERRETTI SPA AZ NOMINATIVA | $32.00万 | 0.00% | 94,000 | 94,000 | — | $32.00万 | 新建仓 |
| MGEE | MGE ENERGY INC | $31.92万 | 0.00% | 3,915 | -87 | -2.2% | -$7,094 | 减仓 |
| NDAQ | NASDAQ INC | $31.88万 | 0.00% | 4,044 | 1,776 | 78.3% | $14.00万 | 重新持有 |
| STPZ | PIMCO ETF TR | $31.66万 | 0.00% | 5,936 | 5,936 | — | $31.66万 | 新建仓 |
| — | GS EMERGING MARKETS (EQUITY P) | $31.44万 | 0.00% | 7,854 | 7,854 | — | $31.44万 | 新建仓 |
| — | DIAMOND HILL SHORT DURATION TOTAL RETURN FUND CLASS I | $31.41万 | 0.00% | 31,728 | 31,728 | — | $31.41万 | 新建仓 |
| MGC | VANGUARD WORLD FD | $31.37万 | 0.00% | 1,146 | 182 | 18.9% | $4.98万 | 加仓 |
| MXI | ISHARES TR | $31.14万 | 0.00% | 2,942 | 2,942 | — | $31.14万 | 新建仓 |
| CDW | CDW CORP | $31.10万 | 0.00% | 2,211 | 193 | 9.6% | $2.71万 | 加仓 |
| SLRC | SLR INVESTMENT CORP | $31.03万 | 0.00% | 25,084 | -500 | -2.0% | -$6,185 | 减仓 |
| APPN | APPIAN CORP | $30.91万 | 0.00% | 13,500 | 0 | 0.0% | — | 不变 |
| CORT | CORCEPT THERAPEUTICS INC | $30.78万 | 0.00% | 3,540 | 3,540 | — | $30.78万 | 新建仓 |
| — | FORUM MARKETS INC | $30.76万 | 0.00% | 56,653 | 56,653 | — | $30.76万 | 新建仓 |
| SAFE | SAFEHOLD INC | $30.75万 | 0.00% | 19,584 | 19,584 | — | $30.75万 | 新建仓 |
| VMC | VULCAN MATLS CO | $30.61万 | 0.00% | 1,038 | -163 | -13.6% | -$4.81万 | 减仓 |
| — | LORD ABBETT INTERMEDIATE | $30.56万 | 0.00% | 29,530 | 29,530 | — | $30.56万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $30.46万 | 0.00% | 1,733 | 327 | 23.3% | $5.75万 | 加仓 |
| — | INCOME POOL | $30.46万 | 0.00% | 18,064 | 18,064 | — | $30.46万 | 新建仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $30.14万 | 0.00% | 3,032 | -1,402 | -31.6% | -$13.94万 | 减仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $30.05万 | 0.00% | 4,385 | 0 | 0.0% | — | 不变 |
| — | VANGUARD TAX- MANAGED SMALL-CAP FUND ADMIRAL CLASS | $29.85万 | 0.00% | 2,463 | 2,463 | — | $29.85万 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $29.84万 | 0.00% | 10,102 | 10,102 | — | $29.84万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $29.76万 | 0.00% | 850 | 1 | 0.1% | $350 | 加仓 |
| — | VANGUARD SMALL-CAP INDEX FUND ADMIRAL SHARES | $29.51万 | 0.00% | 2,033 | 2,033 | — | $29.51万 | 新建仓 |
| MGA | MAGNA INTL INC | $29.13万 | 0.00% | 4,436 | 4,436 | — | $29.13万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $29.10万 | 0.00% | 4,065 | 464 | 12.9% | $3.32万 | 重新持有 |
| ES | EVERSOURCE ENERGY | $28.92万 | 0.00% | 4,002 | -301 | -7.0% | -$2.18万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $28.83万 | 0.00% | 7,574 | 785 | 11.6% | $2.99万 | 加仓 |
| COO | COOPER COS INC | $28.80万 | 0.00% | 4,016 | -91 | -2.2% | -$6,526 | 减仓 |