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 |
|---|---|---|---|---|---|---|---|---|
| SAN | BANCO SANTANDER SA | $15.00万 | 0.00% | 10,867 | -11,131 | -50.6% | -$15.36万 | 减仓 |
| COMP | COMPASS INC CL A | $14.57万 | 0.00% | 11,818 | 11,818 | — | $14.57万 | 新建仓 |
| — | SILVERCREST ASSET MGMT GROUP | $14.25万 | 0.00% | 14,096 | 1,300 | 10.2% | $1.31万 | 加仓 |
| — | CIM REAL ESTATE FINANCE TRUST INC | $13.47万 | 0.00% | 26,197 | 26,197 | — | $13.47万 | 新建仓 |
| — | EATON VANCE GL MACRO (ABSOLUTE RTRN ADV I) | $13.14万 | 0.00% | 10,420 | 10,420 | — | $13.14万 | 新建仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $13.13万 | 0.00% | 22,646 | 86 | 0.4% | $499 | 加仓 |
| KOPN | KOPIN CORP | $12.88万 | 0.00% | 28,741 | 0 | 0.0% | — | 不变 |
| OLMA | OLEMA PHARMACEUTICALS INC | $12.73万 | 0.00% | 10,172 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $12.28万 | 0.00% | 24,264 | 10,001 | 70.1% | $5.06万 | 加仓 |
| — | MFS GOVERNMENT SECURITIE S I | $12.27万 | 0.00% | 14,321 | 14,321 | — | $12.27万 | 新建仓 |
| — | GOLDMAN SACHS FIN (SQ TR OBL FST INSTL) | $12.24万 | 0.00% | 122,439 | 122,439 | — | $12.24万 | 新建仓 |
| — | SKYLINE BUILDERS GROUP HOLDING LIMITED ETF | $11.96万 | 0.00% | 38,698 | 38,698 | — | $11.96万 | 新建仓 |
| DNP | DNP SELECT INCOME FD INC | $11.73万 | 0.00% | 10,869 | 93 | 0.9% | $1,003 | 加仓 |
| — | ARES REAL ESTATE INCOME TRUST CL E | $11.56万 | 0.00% | 14,113 | 14,113 | — | $11.56万 | 新建仓 |
| — | MONEY MARKET FUND 09250C770 | $11.42万 | 0.00% | 114,190 | 114,190 | — | $11.42万 | 新建仓 |
| — | PRINCIPAL PREFERRED SECURITIES FUND CLASS I | $11.04万 | 0.00% | 11,907 | 11,907 | — | $11.04万 | 新建仓 |
| — | XWELL INC COM PAR $0 01 NEW | $10.93万 | 0.00% | 105,102 | 105,102 | — | $10.93万 | 新建仓 |
| LCID | LUCID GROUP INC | $10.67万 | 0.00% | 15,956 | 15,956 | — | $10.67万 | 新建仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $10.54万 | 0.00% | 20,000 | 3,000 | 17.6% | $1.58万 | 加仓 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $10.49万 | 0.00% | 80,088 | 80,088 | — | $10.49万 | 新建仓 |
| — | CION INVT CORP | $10.40万 | 0.00% | 16,687 | 0 | 0.0% | — | 不变 |
| — | MORGAN STANLEY PR 4.3pcnt29 CD FDIC INS DUE 03/13/29 | $10.03万 | 0.00% | 100,000 | 100,000 | — | $10.03万 | 新建仓 |
| — | MORGAN STANLEY P 4.25pcnt26 CD FDIC INS DUE 09/08/26 | $10.01万 | 0.00% | 100,000 | 100,000 | — | $10.01万 | 新建仓 |
| — | BANK HAPOALIM B.M 3.8pcnt27 CD FDIC INS DUE 03/01/27 | $9.98万 | 0.00% | 100,000 | 100,000 | — | $9.98万 | 新建仓 |
| — | WELLS FARGO BANK 3.85pcnt27 CD FDIC INS DUE 09/30/27 | $9.97万 | 0.00% | 100,000 | 100,000 | — | $9.97万 | 新建仓 |
| — | MFS INTER INCOME TR | $9.97万 | 0.00% | 40,374 | -2,651 | -6.2% | -$6,548 | 减仓 |
| JOBY | JOBY AVIATION INC | $9.93万 | 0.00% | 11,129 | -1,601 | -12.6% | -$1.43万 | 减仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $9.74万 | 0.00% | 12,705 | 12,705 | — | $9.74万 | 新建仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $9.72万 | 0.00% | 17,540 | 2,340 | 15.4% | $1.30万 | 加仓 |
| CDZI | CADIZ INC | $9.68万 | 0.00% | 23,160 | -12,180 | -34.5% | -$5.09万 | 减仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $9.61万 | 0.00% | 20,791 | 4,403 | 26.9% | $2.03万 | 加仓 |
| HLN | HALEON PLC | $9.54万 | 0.00% | 10,230 | -3,817 | -27.2% | -$3.56万 | 重新持有 |
| — | SCHWAB GOVT MONEY FUND | $9.47万 | 0.00% | 94,727 | 94,727 | — | $9.47万 | 新建仓 |
| — | DIGIMARC CORP | $9.45万 | 0.00% | 11,500 | 11,500 | — | $9.45万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $9.11万 | 0.00% | 10,413 | 10,413 | — | $9.11万 | 新建仓 |
| — | KORU MEDICAL SYSTEMS INC | $9.00万 | 0.00% | 21,425 | 0 | 0.0% | — | 不变 |
| — | LORD ABBETT HIGH YIELD FUND CLASS I | $8.77万 | 0.00% | 13,872 | 13,872 | — | $8.77万 | 新建仓 |
| — | FULL HSE RESORTS INC | $8.37万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| — | ROCKWELL MED INC | $8.36万 | 0.00% | 151,838 | 0 | 0.0% | — | 不变 |
| — | AUREUS GREENWAY HLDGS INC CMN | $7.79万 | 0.00% | 19,531 | 19,531 | — | $7.79万 | 新建仓 |
| JBLU | JETBLUE AIRWAYS CORP | $7.33万 | 0.00% | 12,800 | 12,800 | — | $7.33万 | 新建仓 |
| — | GAMESQUARE HLDGS INC | $7.17万 | 0.00% | 181,601 | -32 | -0.0% | -$13 | 减仓 |
| — | ISHARES IV PLC USD (TRSRY BD 20 YR UCITS ETF USD DIST ISIN #IE00BSKRJZ44) | $6.72万 | 0.00% | 21,000 | 21,000 | — | $6.72万 | 新建仓 |
| — | SPORTSMANS WHSE HLDGS INC | $6.64万 | 0.00% | 49,939 | 0 | 0.0% | — | 不变 |
| STLN | THE ONCOLOGY INSTITUTE INC | $6.19万 | 0.00% | 11,400 | 11,400 | — | $6.19万 | 新建仓 |
| — | TECOGEN INC NEW | $6.11万 | 0.00% | 11,711 | 11,711 | — | $6.11万 | 新建仓 |
| — | VOLITIONRX LTD | $6.08万 | 0.00% | 45,000 | -175,000 | -79.5% | -$23.62万 | 减仓 |
| — | EMPIRE ST RLTY OP L P | $6.06万 | 0.00% | 12,067 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES | $5.93万 | 0.00% | 11,891 | 11,891 | — | $5.93万 | 新建仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $5.33万 | 0.00% | 14,535 | 2,000 | 16.0% | $7,340 | 加仓 |
| — | HORIZON TECHNOLOGY FIN CORP | $5.29万 | 0.00% | 11,190 | 11,190 | — | $5.29万 | 新建仓 |
| — | WELLS FARGO BANK 3.75pcnt26 CD FDIC INS DUE 09/18/26 | $5.10万 | 0.00% | 51,000 | 51,000 | — | $5.10万 | 新建仓 |
| MQ | MARQETA INC | $5.08万 | 0.00% | 12,500 | 12,500 | — | $5.08万 | 新建仓 |
| FWDI | FORWARD INDS INC TEX COM | $5.06万 | 0.00% | 12,000 | 12,000 | — | $5.06万 | 新建仓 |
| DDD | 3D SYS CORP DEL | $4.83万 | 0.00% | 16,000 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED | $4.52万 | 0.00% | 11,986 | 11,986 | — | $4.52万 | 新建仓 |
| — | AMERICAN BITCOIN CORP. | $4.36万 | 0.00% | 63,986 | 63,986 | — | $4.36万 | 新建仓 |
| — | BEYOND MEAT INC | $4.32万 | 0.00% | 57,633 | 17,615 | 44.0% | $1.32万 | 加仓 |
| — | STEREOTAXIS INC | $4.13万 | 0.00% | 24,000 | -7,500 | -23.8% | -$1.29万 | 减仓 |
| — | ANNOVIS BIO INC | $3.72万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | GAIN THERAPEUTICS INC | $3.43万 | 0.00% | 16,900 | 0 | 0.0% | — | 不变 |
| — | DREYFUS TREASURY (SEC CASH MGT INSTL) | $3.23万 | 0.00% | 32,285 | 32,285 | — | $3.23万 | 新建仓 |
| — | ZAPATA QUANTUM INC COMMON STOCK | $3.17万 | 0.00% | 25,000 | 25,000 | — | $3.17万 | 新建仓 |
| — | FEDERATED HRMS PRIME CS OBL WS | $2.89万 | 0.00% | 28,925 | 28,925 | — | $2.89万 | 新建仓 |
| — | ELME COMMUNITIES | $2.87万 | 0.00% | 19,364 | 0 | 0.0% | — | 不变 |
| — | WRAP TECHNOLOGIES INC | $2.74万 | 0.00% | 21,234 | -23,600 | -52.6% | -$3.04万 | 减仓 |
| — | FIMM MONEY MARKET PORT FUND INST CLASS M/M | $2.60万 | 0.00% | 26,000 | 26,000 | — | $2.60万 | 新建仓 |
| — | SYNCHRONY BANK 5pcnt28 CD FDIC INS DUE 03/24/28 | $2.54万 | 0.00% | 25,000 | 25,000 | — | $2.54万 | 新建仓 |
| — | BANK HAPOALIM B.M 4.2pcnt26 CD FDIC INS DUE 12/30/26 | $2.50万 | 0.00% | 25,000 | 25,000 | — | $2.50万 | 新建仓 |
| — | FIDELITY TREASURY ONLY PORTFOLIO INSTITUTIONAL FUND CLASS | $2.08万 | 0.00% | 20,756 | 20,756 | — | $2.08万 | 新建仓 |
| — | FIDELITY TREASURY MONEY MARKET FUND | $2.04万 | 0.00% | 20,449 | 20,449 | — | $2.04万 | 新建仓 |
| — | ORGANIGRAM GLOBAL INC | $1.89万 | 0.00% | 18,522 | 0 | 0.0% | — | 不变 |
| — | MONEY MARKET FUND 608919205 | $1.69万 | 0.00% | 16,892 | 16,892 | — | $1.69万 | 新建仓 |
| — | CARDIOL THERAPEUTICS INC | $1.61万 | 0.00% | 15,151 | 0 | 0.0% | — | 不变 |
| IVVD | INVIVYD INC | $1.53万 | 0.00% | 17,595 | 0 | 0.0% | — | 不变 |
| — | FALCON OIL & GAS LTD COM | $1.41万 | 0.00% | 64,370 | 64,370 | — | $1.41万 | 新建仓 |
| — | CIBUS INC | $1.37万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | FRACTYL HEALTH INC | $1.24万 | 0.00% | 15,617 | 0 | 0.0% | — | 不变 |
| — | FIDELITY GOVERNMENT | $1.18万 | 0.00% | 11,753 | 11,753 | — | $1.18万 | 新建仓 |
| — | WEST PT GOLD CORP | $1.00万 | 0.00% | 10,000 | 10,000 | — | $1.00万 | 新建仓 |
| — | EIGHTCO HOLDINGS INC | $8,717 | 0.00% | 12,532 | 12,532 | — | $8,717 | 新建仓 |
| GETYQ | GETTY IMAGES HOLDINGS INC | $8,681 | 0.00% | 10,094 | 10,094 | — | $8,681 | 新建仓 |
| — | ABOVE FOOD INGREDIENTS INC. CMN | $5,850 | 0.00% | 65,000 | 65,000 | — | $5,850 | 新建仓 |
| — | CANNABIX TECHNOLOGIES INC COM | $5,498 | 0.00% | 15,000 | 15,000 | — | $5,498 | 新建仓 |
| — | NUKKLEUS INC CMN | $2,389 | 0.00% | 13,972 | 13,972 | — | $2,389 | 新建仓 |
| — | SUNHYDROGEN INC COM | $1,260 | 0.00% | 60,000 | 60,000 | — | $1,260 | 新建仓 |
| — | BALTIA AIR LINES INC COM | $38 | 0.00% | 375,000 | 375,000 | — | $38 | 新建仓 |
| — | AERIUS COM | $29 | 0.00% | 12,000 | 12,000 | — | $29 | 新建仓 |
| — | U S STEM CELL INC | $11 | 0.00% | 111,111 | 111,111 | — | $11 | 新建仓 |
| — | NEW YORK REGIONAL RAIL CORP | $10 | 0.00% | 106,300 | 106,300 | — | $10 | 新建仓 |
| — | ENTERTAINMENT ARTS | $3 | 0.00% | 11,500 | 11,500 | — | $3 | 新建仓 |
| — | WITH INC COM | $3 | 0.00% | 25,000 | 25,000 | — | $3 | 新建仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $0 | 0.00% | 0 | -258,593 | -100.0% | -$144.29万 | 清仓 |
| AGX | ARGAN INC | $0 | 0.00% | 0 | -1,579 | -100.0% | -$86.00万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -11,030 | -100.0% | -$77.77万 | 清仓 |
| VPLS | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -9,898 | -100.0% | -$76.80万 | 清仓 |
| FLOT | ISHARES TR | $0 | 0.00% | 0 | -12,786 | -100.0% | -$65.14万 | 清仓 |
| — | LINKBANCORP INC | $0 | 0.00% | 0 | -69,039 | -100.0% | -$57.58万 | 清仓 |
| IYM | ISHARES TR | $0 | 0.00% | 0 | -2,523 | -100.0% | -$44.38万 | 清仓 |
| FNV | FRANCO NEV CORP | $0 | 0.00% | 0 | -1,696 | -100.0% | -$41.90万 | 清仓 |