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 |
|---|---|---|---|---|---|---|---|---|
| — | ADVISORSHARES TR | $28.77万 | 0.00% | 1,931 | -1,091 | -36.1% | -$16.25万 | 减仓 |
| — | NEW PERSPECTIVE | $28.75万 | 0.00% | 3,800 | 3,800 | — | $28.75万 | 新建仓 |
| — | VANGUARD MUN BD FD | $28.65万 | 0.00% | 26,631 | 26,631 | — | $28.65万 | 新建仓 |
| CACI | CACI INTL INC | $28.63万 | 0.00% | 618 | -103 | -14.3% | -$4.77万 | 减仓 |
| PLD | PROLOGIS INC. | $28.63万 | 0.00% | 2,113 | 300 | 16.5% | $4.06万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $28.49万 | 0.00% | 8,979 | 8,979 | — | $28.49万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $28.42万 | 0.00% | 3,902 | -834 | -17.6% | -$6.07万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $28.42万 | 0.00% | 3,010 | 8 | 0.3% | $755 | 加仓 |
| NTAP | NETAPP INC | $28.41万 | 0.00% | 1,836 | -118 | -6.0% | -$1.83万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $28.39万 | 0.00% | 5,521 | -593 | -9.7% | -$3.05万 | 减仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $28.26万 | 0.00% | 5,541 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $28.16万 | 0.00% | 2,960 | -206 | -6.5% | -$1.96万 | 减仓 |
| — | T.ROWE PRICE GLOBAL STOCK FUND CLASS I | $28.12万 | 0.00% | 3,253 | 3,253 | — | $28.12万 | 新建仓 |
| DTCR | GLOBAL X FDS | $28.00万 | 0.00% | 9,218 | 9,218 | — | $28.00万 | 新建仓 |
| — | FIDELITY SELECT TECH HARDWARE PORT | $27.71万 | 0.00% | 1,183 | 1,183 | — | $27.71万 | 新建仓 |
| — | AIRJOULE TECHNOLOGIES CORP | $27.70万 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $27.68万 | 0.00% | 3,953 | 3,953 | — | $27.68万 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $27.52万 | 0.00% | 944 | -5 | -0.5% | -$1,458 | 减仓 |
| CALY | CALLAWAY GOLF CO | $27.50万 | 0.00% | 14,636 | 14,636 | — | $27.50万 | 新建仓 |
| SIVR | ABRDN SILVER ETF TRUST | $27.24万 | 0.00% | 4,845 | 426 | 9.6% | $2.39万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $27.14万 | 0.00% | 717 | 717 | — | $27.14万 | 新建仓 |
| — | FIDELITY COVINGTON TRUST | $27.13万 | 0.00% | 4,686 | -1,094 | -18.9% | -$6.33万 | 减仓 |
| — | GOLDMAN SACHS FUNDS | $26.95万 | 0.00% | 269,520 | 269,520 | — | $26.95万 | 新建仓 |
| — | PUTNAM MULTI-CAP GROWTH FUND CLASS Y | $26.89万 | 0.00% | 1,834 | 1,834 | — | $26.89万 | 新建仓 |
| ARKQ | ARK ETF TR | $26.87万 | 0.00% | 2,032 | 150 | 8.0% | $1.98万 | 加仓 |
| SLB | SLB LIMITED | $26.77万 | 0.00% | 5,758 | -380 | -6.2% | -$1.77万 | 减仓 |
| VSTS | VESTIS CORPORATION | $26.77万 | 0.00% | 18,434 | 52 | 0.3% | $755 | 加仓 |
| BBY | BEST BUY INC | $26.75万 | 0.00% | 3,525 | -2,274 | -39.2% | -$17.25万 | 重新持有 |
| VEEV | VEEVA SYS INC | $26.67万 | 0.00% | 1,503 | 1,503 | — | $26.67万 | 新建仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $26.66万 | 0.00% | 5,927 | 911 | 18.2% | $4.10万 | 加仓 |
| — | VANGUARD GROWTH INDEX FUND ADMIRAL SHARES | $26.63万 | 0.00% | 999 | 999 | — | $26.63万 | 新建仓 |
| DLTR | DOLLAR TREE INC | $26.58万 | 0.00% | 2,198 | -211 | -8.8% | -$2.55万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $26.56万 | 0.00% | 1,606 | 1,606 | — | $26.56万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $26.51万 | 0.00% | 4,293 | 50 | 1.2% | $3,088 | 加仓 |
| EWU | ISHARES TR | $26.49万 | 0.00% | 5,741 | 0 | 0.0% | — | 不变 |
| — | JPMORGAN ETFS ((IRELAND) ICAV BETABLD US TRSRY BD 0-1 Y UT ETF USD ACC) | $26.46万 | 0.00% | 2,200 | 2,200 | — | $26.46万 | 新建仓 |
| NPO | ENPRO INDUSTRIES INC | $26.39万 | 0.00% | 700 | 700 | — | $26.39万 | 新建仓 |
| SG | SWEETGREEN INC | $26.35万 | 0.00% | 29,914 | 0 | 0.0% | — | 不变 |
| STEW | SRH TOTAL RETURN FUND INC | $26.27万 | 0.00% | 14,678 | 0 | 0.0% | — | 不变 |
| MTA | METALLA RTY & STREAMING LTD | $26.24万 | 0.00% | 34,475 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC | $26.17万 | 0.00% | 490 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $26.13万 | 0.00% | 453 | 107 | 30.9% | $6.17万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $26.05万 | 0.00% | 981 | -117 | -10.7% | -$3.11万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $25.81万 | 0.00% | 2,247 | 37 | 1.7% | $4,251 | 加仓 |
| — | LORD ABBETT HIGH YIELD M UNICIPAL BOND I | $25.79万 | 0.00% | 23,903 | 23,903 | — | $25.79万 | 新建仓 |
| SJNK | SPDR SERIES TRUST | $25.69万 | 0.00% | 10,264 | 10,264 | — | $25.69万 | 新建仓 |
| CLOZ | SERIES PORTFOLIOS TR | $25.66万 | 0.00% | 9,714 | -3,208 | -24.8% | -$8.48万 | 减仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $25.62万 | 0.00% | 2,773 | 2,773 | — | $25.62万 | 新建仓 |
| GEO | GEO GROUP INC | $25.60万 | 0.00% | 8,664 | 8,664 | — | $25.60万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $25.59万 | 0.00% | 322 | -96 | -23.0% | -$7.63万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $25.56万 | 0.00% | 5,620 | 30 | 0.5% | $1,365 | 加仓 |
| — | WCM FOCUSED INTERNATIONAL GROWTH FUND | $25.52万 | 0.00% | 8,864 | 8,864 | — | $25.52万 | 新建仓 |
| AOR | ISHARES TR | $25.49万 | 0.00% | 3,668 | 169 | 4.8% | $1.17万 | 加仓 |
| — | LIFEMD INC | $25.47万 | 0.00% | 61,664 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE CALIF MUN INCOM | $25.45万 | 0.00% | 24,196 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $25.41万 | 0.00% | 869 | -220 | -20.2% | -$6.43万 | 减仓 |
| FUNC | FIRST UTD CORP | $25.33万 | 0.00% | 5,742 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $25.31万 | 0.00% | 305 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $25.30万 | 0.00% | 5,121 | 114 | 2.3% | $5,632 | 加仓 |
| DINO | HF SINCLAIR CORP | $25.28万 | 0.00% | 3,629 | -315 | -8.0% | -$2.19万 | 减仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $25.26万 | 0.00% | 4,308 | -5 | -0.1% | -$293 | 减仓 |
| EWY | ISHARES INC | $25.12万 | 0.00% | 1,244 | 1,244 | — | $25.12万 | 新建仓 |
| IYT | ISHARES TR | $25.10万 | 0.00% | 2,893 | 2,893 | — | $25.10万 | 新建仓 |
| — | CALPRIVATE BANK 4.1pcnt27 CD FDIC INS DUE 02/09/27 | $25.03万 | 0.00% | 250,000 | 250,000 | — | $25.03万 | 新建仓 |
| — | FIRST BANK OF BE 4.15pcnt27 CD FDIC INS DUE 08/09/27 | $25.02万 | 0.00% | 250,000 | 250,000 | — | $25.02万 | 新建仓 |
| COKE | COCA COLA CONS INC | $25.01万 | 0.00% | 1,310 | -129 | -9.0% | -$2.46万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $24.98万 | 0.00% | 1,117 | -107 | -8.7% | -$2.39万 | 减仓 |
| UNM | UNUM GROUP | $24.98万 | 0.00% | 2,794 | -408 | -12.7% | -$3.65万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $24.98万 | 0.00% | 2,998 | -968 | -24.4% | -$8.06万 | 重新持有 |
| — | SIEMENS ENERGY AG SPONSORED ADR CMN | $24.96万 | 0.00% | 6,545 | 6,545 | — | $24.96万 | 新建仓 |
| ARKW | ARK ETF TR | $24.91万 | 0.00% | 1,720 | 0 | 0.0% | — | 不变 |
| NMRK | NEWMARK GROUP INC | $24.87万 | 0.00% | 16,460 | -39 | -0.2% | -$589 | 减仓 |
| — | VANGUARD INTERMEDIATE TERM CORP BOND FUND ADMIRAL SHARES | $24.84万 | 0.00% | 28,360 | 28,360 | — | $24.84万 | 新建仓 |
| — | AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS F-3 | $24.81万 | 0.00% | 2,398 | 2,398 | — | $24.81万 | 新建仓 |
| — | RENOVORX INC | $24.75万 | 0.00% | 252,525 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $24.73万 | 0.00% | 3,237 | -332 | -9.3% | -$2.54万 | 减仓 |
| DTM | DT MIDSTREAM INC | $24.71万 | 0.00% | 1,683 | 78 | 4.9% | $1.15万 | 加仓 |
| INDA | ISHARES TR | $24.69万 | 0.00% | 4,999 | 687 | 15.9% | $3.39万 | 加仓 |
| — | MFS INTERNATIONAL GROWTH FUND CLASS I | $24.66万 | 0.00% | 4,432 | 4,432 | — | $24.66万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $24.63万 | 0.00% | 728 | -78 | -9.7% | -$2.64万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $24.61万 | 0.00% | 2,435 | -282 | -10.4% | -$2.85万 | 减仓 |
| — | HARBOR CAPITAL APPRECIATION FUN | $24.54万 | 0.00% | 2,009 | 2,009 | — | $24.54万 | 新建仓 |
| DY | DYCOM INDS INC | $24.47万 | 0.00% | 484 | 484 | — | $24.47万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $24.43万 | 0.00% | 5,078 | 5,078 | — | $24.43万 | 新建仓 |
| — | T ROWE PRICE INSTITUTIONAL LARGE CAP CORE GROWTH FUND | $24.43万 | 0.00% | 3,412 | 3,412 | — | $24.43万 | 新建仓 |
| — | THEMES ETF TR | $24.36万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| — | MEREO BIOPHARMA GROUP PLC | $24.30万 | 0.00% | 765,000 | -31,036 | -3.9% | -$9,860 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $24.30万 | 0.00% | 1,834 | 122 | 7.1% | $1.62万 | 加仓 |
| CIEN | CIENA CORP | $24.23万 | 0.00% | 494 | -710 | -59.0% | -$34.83万 | 重新持有 |
| DFLV | DIMENSIONAL ETF TRUST | $24.19万 | 0.00% | 6,117 | 6,117 | — | $24.19万 | 新建仓 |
| — | BITWISE HYPERLIQUID ETF | $24.13万 | 0.00% | 6,560 | 6,560 | — | $24.13万 | 新建仓 |
| — | VANGUARD HIGH YIELD CORPORATE BOND FUND ADMIRAL SHARES | $24.09万 | 0.00% | 43,957 | 43,957 | — | $24.09万 | 新建仓 |
| BITO | PROSHARES TR | $24.07万 | 0.00% | 30,157 | 113 | 0.4% | $902 | 加仓 |
| CALM | CAL MAINE FOODS INC | $24.05万 | 0.00% | 2,985 | -347 | -10.4% | -$2.80万 | 减仓 |
| IXC | ISHARES TR | $24.04万 | 0.00% | 4,893 | 110 | 2.3% | $5,404 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $23.97万 | 0.00% | 5,865 | 5,865 | — | $23.97万 | 新建仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $23.90万 | 0.00% | 7,470 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $23.84万 | 0.00% | 2,345 | 2,345 | — | $23.84万 | 新建仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $23.78万 | 0.00% | 6,517 | 227 | 3.6% | $8,283 | 加仓 |
| — | COMSTOCK HLDG COS INC | $23.76万 | 0.00% | 14,857 | 0 | 0.0% | — | 不变 |