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 |
|---|---|---|---|---|---|---|---|---|
| — | FULLER & THALER BEHAVIORAL SMALL CAP EQUITY FUND INSTITUTIONAL CLASS | $23.73万 | 0.00% | 4,106 | 4,106 | — | $23.73万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $23.69万 | 0.00% | 2,198 | -131 | -5.6% | -$1.41万 | 减仓 |
| TECL | DIREXION SHARES ETF TRUST | $23.54万 | 0.00% | 1,020 | 1,020 | — | $23.54万 | 新建仓 |
| IHE | ISHARES TR | $23.53万 | 0.00% | 2,377 | 1 | 0.0% | $99 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $23.45万 | 0.00% | 4,438 | -334 | -7.0% | -$1.77万 | 减仓 |
| CTO | CTO RLTY GROWTH INC NEW | $23.41万 | 0.00% | 10,884 | 12 | 0.1% | $258 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $23.35万 | 0.00% | 1,289 | -43 | -3.2% | -$7,789 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $23.26万 | 0.00% | 5,154 | -8,406 | -62.0% | -$37.93万 | 重新持有 |
| CFR | CULLEN FROST BANKERS INC | $23.19万 | 0.00% | 1,501 | 1,501 | — | $23.19万 | 新建仓 |
| MLRG | ISHARES TR | $23.01万 | 0.00% | 2,220 | 2,220 | — | $23.01万 | 新建仓 |
| JLL | JONES LANG LASALLE INC | $23.00万 | 0.00% | 742 | -156 | -17.4% | -$4.84万 | 减仓 |
| XT | ISHARES TR | $22.95万 | 0.00% | 2,778 | 2,778 | — | $22.95万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $22.93万 | 0.00% | 7,818 | 7,818 | — | $22.93万 | 新建仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $22.86万 | 0.00% | 5,332 | 0 | 0.0% | — | 不变 |
| TRLV | TRULIEVE CANNABIS CORP | $22.81万 | 0.00% | 23,200 | 23,200 | — | $22.81万 | 新建仓 |
| — | EUROPACIFIC GROWTH FUND CLASS F3 | $22.72万 | 0.00% | 3,560 | 3,560 | — | $22.72万 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP | $22.60万 | 0.00% | 2,112 | 106 | 5.3% | $1.13万 | 加仓 |
| NTR | NUTRIEN LTD | $22.58万 | 0.00% | 3,587 | 806 | 29.0% | $5.07万 | 加仓 |
| — | GCT SEMICONDUCTOR HLDG INC WT EXP | $22.55万 | 0.00% | 460,295 | 460,295 | — | $22.55万 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM | $22.49万 | 0.00% | 1,273 | -5,562 | -81.4% | -$98.28万 | 重新持有 |
| IOO | ISHARES TR | $22.48万 | 0.00% | 1,646 | 0 | 0.0% | — | 重新持有 |
| VMBS | VANGUARD SCOTTSDALE FDS | $22.43万 | 0.00% | 4,792 | -405 | -7.8% | -$1.90万 | 减仓 |
| TTD | THE TRADE DESK INC | $22.37万 | 0.00% | 12,375 | 6,442 | 108.6% | $11.65万 | 重新持有 |
| DASH | DOORDASH INC | $22.37万 | 0.00% | 1,212 | -601 | -33.1% | -$11.09万 | 重新持有 |
| BATRK | ATLANTA BRAVES HLDGS INC | $22.33万 | 0.00% | 4,303 | 4,303 | — | $22.33万 | 新建仓 |
| — | ROLLS ROYCE HOLDINGS PLC SPON ADR | $22.33万 | 0.00% | 11,600 | 11,600 | — | $22.33万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $22.31万 | 0.00% | 945 | -306 | -24.5% | -$7.22万 | 重新持有 |
| VLUE | ISHARES TR | $22.30万 | 0.00% | 1,116 | 1,116 | — | $22.30万 | 新建仓 |
| GGG | GRACO INC | $22.13万 | 0.00% | 2,927 | 2,927 | — | $22.13万 | 新建仓 |
| — | FIDELITY LARGE CAP GROWTH INDEX FUND | $22.12万 | 0.00% | 4,540 | 4,540 | — | $22.12万 | 新建仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $22.09万 | 0.00% | 2,840 | -971 | -25.5% | -$7.55万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $22.06万 | 0.00% | 4,919 | 492 | 11.1% | $2.21万 | 重新持有 |
| — | TEVA PHARMACEUTICAL INDS LTD | $22.01万 | 0.00% | 6,497 | 6,497 | — | $22.01万 | 新建仓 |
| SE | SEA LTD | $21.95万 | 0.00% | 2,291 | 2,291 | — | $21.95万 | 新建仓 |
| — | STARFIGHTERS SPACE INC | $21.91万 | 0.00% | 41,176 | 41,176 | — | $21.91万 | 新建仓 |
| — | BARON PARTNERS FUND RETAIL SHARES | $21.86万 | 0.00% | 784 | 784 | — | $21.86万 | 新建仓 |
| SHLD | GLOBAL X FDS | $21.84万 | 0.00% | 3,657 | -4,266 | -53.8% | -$25.47万 | 减仓 |
| IBDT | ISHARES TR | $21.81万 | 0.00% | 8,639 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $21.81万 | 0.00% | 1,829 | -233 | -11.3% | -$2.78万 | 重新持有 |
| EXEL | EXELIXIS INC | $21.77万 | 0.00% | 4,002 | -681 | -14.5% | -$3.71万 | 减仓 |
| IDU | ISHARES TR | $21.64万 | 0.00% | 1,888 | 40 | 2.2% | $4,584 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $21.53万 | 0.00% | 2,745 | -1,221 | -30.8% | -$9.58万 | 重新持有 |
| CMC | COMMERCIAL METALS CO | $21.47万 | 0.00% | 3,421 | -785 | -18.7% | -$4.93万 | 减仓 |
| SJM | SMUCKER J M CO | $21.45万 | 0.00% | 1,906 | -259 | -12.0% | -$2.91万 | 重新持有 |
| TOST | TOAST INC | $21.31万 | 0.00% | 7,659 | -4,326 | -36.1% | -$12.03万 | 重新持有 |
| SPEM | SPDR INDEX SHS FDS | $21.25万 | 0.00% | 4,104 | 4,104 | — | $21.25万 | 新建仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $21.25万 | 0.00% | 4,215 | 50 | 1.2% | $2,520 | 加仓 |
| IGE | ISHARES TR | $21.24万 | 0.00% | 3,780 | 0 | 0.0% | — | 不变 |
| AEHR | AEHR TEST SYS | $21.13万 | 0.00% | 2,200 | 2,200 | — | $21.13万 | 新建仓 |
| — | ISHARES TR | $21.12万 | 0.00% | 4,389 | 4,389 | — | $21.12万 | 新建仓 |
| TTE | TOTALENERGIES SE | $21.09万 | 0.00% | 2,712 | -376 | -12.2% | -$2.92万 | 减仓 |
| RYZ | RYERSON HLDG CORP | $20.99万 | 0.00% | 8,529 | 8,529 | — | $20.99万 | 新建仓 |
| HPQ | HP INC | $20.98万 | 0.00% | 9,552 | -9,207 | -49.1% | -$20.22万 | 减仓 |
| HYGV | FLEXSHARES TR | $20.90万 | 0.00% | 5,192 | 2 | 0.0% | $81 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $20.86万 | 0.00% | 4,406 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $20.73万 | 0.00% | 2,687 | -852 | -24.1% | -$6.57万 | 重新持有 |
| — | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ADMIRAL SHARES | $20.67万 | 0.00% | 4,500 | 4,500 | — | $20.67万 | 新建仓 |
| — | CION GROSVENOR INFRASTRUCTURE FUND (CGIQX) | $20.61万 | 0.00% | 7,499 | 7,499 | — | $20.61万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $20.60万 | 0.00% | 4,081 | -147 | -3.5% | -$7,422 | 减仓 |
| GDXJ | VANECK ETF TRUST | $20.57万 | 0.00% | 2,094 | 2,094 | — | $20.57万 | 新建仓 |
| RS | RELIANCE INC | $20.57万 | 0.00% | 551 | -125 | -18.5% | -$4.67万 | 减仓 |
| — | ACRES COML RLTY CORP COM | $20.57万 | 0.00% | 11,563 | 11,563 | — | $20.57万 | 新建仓 |
| QDEF | FLEXSHARES QUALITY (DIVIDEND DEFENSIVE INDEX FUND) | $20.56万 | 0.00% | 2,363 | 2,363 | — | $20.56万 | 新建仓 |
| ROL | ROLLINS INC | $20.55万 | 0.00% | 4,924 | 55 | 1.1% | $2,296 | 加仓 |
| — | LORD ABBETT GWTH LEADERS A | $20.54万 | 0.00% | 3,441 | 3,441 | — | $20.54万 | 新建仓 |
| — | AKEBIA THREAPEUTICS INC | $20.52万 | 0.00% | 180,002 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $20.52万 | 0.00% | 2,006 | -702 | -25.9% | -$7.18万 | 减仓 |
| — | GOLDMAN SACHS TR | $20.48万 | 0.00% | 204,822 | 204,822 | — | $20.48万 | 新建仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $20.45万 | 0.00% | 17,415 | -387 | -2.2% | -$4,543 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $20.43万 | 0.00% | 1,553 | -40 | -2.5% | -$5,262 | 减仓 |
| MP | MP MATERIALS CORP | $20.42万 | 0.00% | 3,646 | 3,646 | — | $20.42万 | 新建仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $20.30万 | 0.00% | 3,432 | 3,432 | — | $20.30万 | 新建仓 |
| SPYI | NEOS ETF TRUST | $20.28万 | 0.00% | 3,820 | 3,820 | — | $20.28万 | 新建仓 |
| — | JPMORGAN VALUE (ADVANTAGE FUND R6) | $20.27万 | 0.00% | 5,031 | 5,031 | — | $20.27万 | 新建仓 |
| — | JANUS HENDERSON (CONTRARIAN I) | $20.25万 | 0.00% | 6,026 | 6,026 | — | $20.25万 | 新建仓 |
| EMGF | ISHARES INC | $20.23万 | 0.00% | 2,762 | 2,762 | — | $20.23万 | 新建仓 |
| OSCR | OSCAR HEALTH INC | $20.23万 | 0.00% | 7,092 | 7,092 | — | $20.23万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $20.22万 | 0.00% | 1,487 | -2,784 | -65.2% | -$37.87万 | 重新持有 |
| MAGS | LISTED FNDS RONDHL MGNFCNT ETF IV | $20.21万 | 0.00% | 3,144 | 3,144 | — | $20.21万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $20.20万 | 0.00% | 2,137 | -3,317 | -60.8% | -$31.36万 | 重新持有 |
| FTMH | PUTNAM ETF TRUST | $20.19万 | 0.00% | 16,999 | 83 | 0.5% | $986 | 加仓 |
| CBT | CABOT CORP | $20.08万 | 0.00% | 2,211 | 2,211 | — | $20.08万 | 新建仓 |
| SNDA | SONIDA SENIOR LIVING INC | $20.08万 | 0.00% | 4,921 | 4,921 | — | $20.08万 | 新建仓 |
| APP | APPLOVIN CORP | $20.03万 | 0.00% | 389 | -1,011 | -72.2% | -$52.06万 | 重新持有 |
| IBMQ | ISHARES TR | $20.00万 | 0.00% | 7,819 | 7,819 | — | $20.00万 | 新建仓 |
| — | BLUEROCK INDUSTRIAL GROWTH REIT INC PREFERRED A | $20.00万 | 0.00% | 8,000 | 8,000 | — | $20.00万 | 新建仓 |
| — | DOUBLELINE SHILLER ENH CAPE I | $19.99万 | 0.00% | 12,637 | 12,637 | — | $19.99万 | 新建仓 |
| — | ALLSPRING | $19.55万 | 0.00% | 195,541 | 195,541 | — | $19.55万 | 新建仓 |
| — | AZZAD ETHICAL MID CAP FUND | $19.15万 | 0.00% | 10,411 | 10,411 | — | $19.15万 | 新建仓 |
| — | MILESTONE PHARMACEUTICALS IN | $18.84万 | 0.00% | 140,629 | 130,000 | 1,223.1% | $17.42万 | 加仓 |
| — | WPG PARTNERS SELECT SMALL CAP VALUE FUND - INSTL | $18.43万 | 0.00% | 12,131 | 12,131 | — | $18.43万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC | $17.97万 | 0.00% | 10,973 | 10,973 | — | $17.97万 | 新建仓 |
| — | ANGEL OAK FUNDS TRUST | $17.83万 | 0.00% | 16,201 | -1,000 | -5.8% | -$1.10万 | 减仓 |
| — | PRINCIPAL SPECTRUM (PREF CAP SEC INC R6) | $17.79万 | 0.00% | 19,210 | 19,210 | — | $17.79万 | 新建仓 |
| — | SUMMIT ST BK SANTA ROSA CALI | $16.91万 | 0.00% | 12,470 | 0 | 0.0% | — | 不变 |
| — | FIDELITY GOVERNMENT MONEY MARKET | $16.10万 | 0.00% | 161,015 | 161,015 | — | $16.10万 | 新建仓 |
| — | COLLER SECONDARIES PRIVATE EQUITY OPPORTUNITIES FUND (C-SPEF) | $16.00万 | 0.00% | 27,050 | 27,050 | — | $16.00万 | 新建仓 |
| NU | NU HLDGS LTD | $15.95万 | 0.00% | 11,939 | 11,939 | — | $15.95万 | 新建仓 |
| — | INVESCO TR INVT GRADE MUNS | $15.90万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | FIDELITY GOVERNMENT MONEY MARKET FUND PREMIUM CLASS | $15.08万 | 0.00% | 150,763 | 150,763 | — | $15.08万 | 新建仓 |