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
WWD WOODWARD INC $00.00%0 -996-100.0% -$30.11万 清仓
HUBB HUBBELL INC $00.00%0 -676-100.0% -$30.03万 清仓
STLD STEEL DYNAMICS INC $00.00%0 -1,768-100.0% -$29.96万 清仓
MFG MIZUHO FINANCIAL GROUP INC $00.00%0 -40,629-100.0% -$29.74万 清仓
ON ON SEMICONDUCTOR CORP $00.00%0 —— — 申报中断
INGR INGREDION INC $00.00%0 -2,670-100.0% -$29.44万 清仓
LPLA LPL FINL HLDGS INC $00.00%0 -822-100.0% -$29.36万 清仓
VLTO VERALTO CORP $00.00%0 —— — 申报中断
IT GARTNER INC $00.00%0 -1,150-100.0% -$29.01万 清仓
CBRE CBRE GROUP INC $00.00%0 -1,791-100.0% -$28.80万 清仓
WPM WHEATON PRECIOUS METALS CORP $00.00%0 -2,435-100.0% -$28.62万 清仓
HUM HUMANA INC $00.00%0 -1,115-100.0% -$28.55万 清仓
— INVESCO EXCHANGE TRADED FD T $00.00%0 -4,644-100.0% -$28.48万 清仓
AWI ARMSTRONG WORLD INDS INC NEW $00.00%0 -1,489-100.0% -$28.45万 清仓
CCK CROWN HLDGS INC $00.00%0 -2,761-100.0% -$28.43万 清仓
LULU LULULEMON ATHLETICA INC $00.00%0 —— — 申报中断
CIEN CIENA CORP $00.00%0 —— — 申报中断
CNP CENTERPOINT ENERGY INC $00.00%0 -7,329-100.0% -$28.10万 清仓
SOLV SOLVENTUM CORP $00.00%0 —— — 申报中断
BKR BAKER HUGHES COMPANY $00.00%0 -6,118-100.0% -$27.86万 清仓
PLXS PLEXUS CORP $00.00%0 -1,881-100.0% -$27.65万 清仓
VST VISTRA CORP $00.00%0 —— — 申报中断
MUSA MURPHY USA INC $00.00%0 -683-100.0% -$27.56万 清仓
SPRY ARS PHARMACEUTICALS INC $00.00%0 -23,650-100.0% -$27.55万 清仓
FIX COMFORT SYS USA INC $00.00%0 -294-100.0% -$27.44万 清仓
CRH CRH PLC $00.00%0 -2,196-100.0% -$27.41万 清仓
MPWR MONOLITHIC PWR SYS INC $00.00%0 —— — 申报中断
SNY SANOFI SA $00.00%0 -5,624-100.0% -$27.26万 清仓
CINF CINCINNATI FINL CORP $00.00%0 -1,667-100.0% -$27.23万 清仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $00.00%0 -3,274-100.0% -$27.18万 清仓
BCS BARCLAYS PLC $00.00%0 -10,645-100.0% -$27.09万 清仓
HDB HDFC BANK LTD $00.00%0 -7,406-100.0% -$27.06万 清仓
RSPT INVESCO EXCHANGE TRADED FD T $00.00%0 —— — 申报中断
— BANKFINANCIAL CORP $00.00%0 -22,500-100.0% -$27.00万 清仓
DB DEUTSCHE BANK A G $00.00%0 -6,969-100.0% -$26.87万 清仓
INSP INSPIRE MED SYS INC $00.00%0 -2,882-100.0% -$26.58万 清仓
VOYA VOYA FINANCIAL INC $00.00%0 -3,568-100.0% -$26.58万 清仓
ODFL OLD DOMINION FREIGHT LINE IN $00.00%0 -1,677-100.0% -$26.30万 清仓
RGEN REPLIGEN CORP $00.00%0 -1,600-100.0% -$26.22万 清仓
MSTR STRATEGY INC $00.00%0 —— — 申报中断
SYF SYNCHRONY FINANCIAL $00.00%0 -3,099-100.0% -$25.85万 清仓
SNA SNAP ON INC $00.00%0 -741-100.0% -$25.53万 清仓
J JACOBS SOLUTIONS INC $00.00%0 -1,908-100.0% -$25.27万 清仓
— COTERRA ENERGY INC $00.00%0 -9,570-100.0% -$25.19万 清仓
WSM WILLIAMS SONOMA INC $00.00%0 —— — 申报中断
MTG MGIC INVT CORP WIS $00.00%0 -8,580-100.0% -$25.07万 清仓
SLF SUN LIFE FINANCIAL INC. $00.00%0 —— — 申报中断
CHAT TIDAL TRUST II $00.00%0 -4,190-100.0% -$24.70万 清仓
SWK STANLEY BLACK & DECKER INC $00.00%0 —— — 申报中断
AA ALCOA CORP $00.00%0 -4,617-100.0% -$24.53万 清仓
SMFG SUMITOMO MITSUI FINL GROUP I $00.00%0 -12,671-100.0% -$24.49万 清仓
CCI CROWN CASTLE INC $00.00%0 —— — 申报中断
CVNA CARVANA CO $00.00%0 -573-100.0% -$24.18万 清仓
POOL POOL CORP $00.00%0 -1,051-100.0% -$24.04万 清仓
OHI OMEGA HEALTHCARE INVS INC $00.00%0 -5,414-100.0% -$24.01万 清仓
BHP BHP GROUP LTD $00.00%0 —— — 申报中断
FLEX FLEX LTD $00.00%0 -3,952-100.0% -$23.88万 清仓
AYI ACUITY INC $00.00%0 -661-100.0% -$23.79万 清仓
DRI DARDEN RESTAURANTS INC $00.00%0 -1,291-100.0% -$23.75万 清仓
EQT EQT CORP $00.00%0 -4,424-100.0% -$23.71万 清仓
KVYO KLAVIYO INC $00.00%0 -7,285-100.0% -$23.65万 清仓
SW SMURFIT WESTROCK PLC $00.00%0 -6,101-100.0% -$23.59万 清仓
CNC CENTENE CORP DEL $00.00%0 -5,680-100.0% -$23.37万 清仓
PPL PPL CORP $00.00%0 -6,672-100.0% -$23.36万 清仓
ULTA ULTA BEAUTY INC $00.00%0 —— — 申报中断
KGC KINROSS GOLD CORP $00.00%0 -8,246-100.0% -$23.22万 清仓
BAM BROOKFIELD ASSET MANAGMT LTD $00.00%0 —— — 申报中断
GMED GLOBUS MED INC $00.00%0 -2,645-100.0% -$23.09万 清仓
MCHP MICROCHIP TECHNOLOGY INC. $00.00%0 -3,591-100.0% -$22.88万 清仓
ZM ZOOM COMMUNICATIONS INC $00.00%0 -2,651-100.0% -$22.87万 清仓
DVN DEVON ENERGY CORP NEW $00.00%0 —— — 申报中断
BLDR BUILDERS FIRSTSOURCE INC $00.00%0 -2,200-100.0% -$22.64万 清仓
RY ROYAL BK CDA $00.00%0 -1,326-100.0% -$22.61万 清仓
CW CURTISS WRIGHT CORP $00.00%0 -410-100.0% -$22.60万 清仓
RMD RESMED INC $00.00%0 —— — 申报中断
EOG EOG RES INC $00.00%0 -2,145-100.0% -$22.52万 清仓
TTD THE TRADE DESK INC $00.00%0 —— — 申报中断
ARW ARROW ELECTRS INC $00.00%0 —— — 申报中断
XYL XYLEM INC $00.00%0 -1,640-100.0% -$22.33万 清仓
KDP KEURIG DR PEPPER INC $00.00%0 -7,918-100.0% -$22.18万 清仓
HAL HALLIBURTON CO $00.00%0 -7,840-100.0% -$22.16万 清仓
HMC HONDA MOTOR LTD $00.00%0 -7,498-100.0% -$22.10万 清仓
IBKR INTERACTIVE BROKERS GROUP IN $00.00%0 -3,429-100.0% -$22.05万 清仓
NDAQ NASDAQ INC $00.00%0 —— — 申报中断
QTEC FIRST TR EXCHANGE-TRADED FD $00.00%0 -942-100.0% -$21.69万 清仓
EG EVEREST GROUP LTD $00.00%0 -639-100.0% -$21.68万 清仓
TXT TEXTRON INC $00.00%0 -2,482-100.0% -$21.64万 清仓
VTRS VIATRIS INC $00.00%0 -17,291-100.0% -$21.53万 清仓
TSCO TRACTOR SUPPLY CO $00.00%0 -4,289-100.0% -$21.45万 清仓
— FIDELITY ETHEREUM FD $00.00%0 -7,219-100.0% -$21.38万 清仓
DDOG DATADOG INC $00.00%0 —— — 申报中断
SJM SMUCKER J M CO $00.00%0 —— — 申报中断
NVT NVENT ELECTRIC PLC $00.00%0 -2,070-100.0% -$21.11万 清仓
ZETA ZETA GLOBAL HOLDINGS CORP $00.00%0 —— — 申报中断
IOO ISHARES TR $00.00%0 —— — 申报中断
— EA SERIES TRUST $00.00%0 -3,036-100.0% -$20.84万 清仓
TAK TAKEDA PHARMACEUTICAL CO LTD $00.00%0 -13,346-100.0% -$20.81万 清仓
CWEN CLEARWAY ENERGY INC $00.00%0 -6,224-100.0% -$20.70万 清仓
CGDV CAPITAL GROUP DIVIDEND VALUE $00.00%0 -4,689-100.0% -$20.46万 清仓
CNI CANADIAN NATL RY CO $00.00%0 —— — 申报中断