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 |
|---|---|---|---|---|---|---|---|---|
| BWXT | BWX TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,994 | -100.0% | -$40.78万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -714 | -100.0% | -$38.51万 | 清仓 |
| RIO | RIO TINTO PLC | $0 | 0.00% | 0 | -4,035 | -100.0% | -$37.64万 | 清仓 |
| MWA | MUELLER WTR PRODS INC | $0 | 0.00% | 0 | -13,307 | -100.0% | -$36.58万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -4,360 | -100.0% | -$35.12万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -1,145 | -100.0% | -$30.97万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -1,244 | -100.0% | -$29.78万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -8,737 | -100.0% | -$29.27万 | 清仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $0 | 0.00% | 0 | -15,481 | -100.0% | -$26.43万 | 清仓 |
| HRI | HERC HLDGS INC | $0 | 0.00% | 0 | -2,645 | -100.0% | -$26.33万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -1,073 | -100.0% | -$26.19万 | 清仓 |
| SU | SUNCOR ENERGY INC NEW | $0 | 0.00% | 0 | -3,816 | -100.0% | -$25.23万 | 清仓 |
| — | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -8,032 | -100.0% | -$22.71万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -1,102 | -100.0% | -$22.37万 | 清仓 |
| NYT | NEW YORK TIMES CO MTN BE | $0 | 0.00% | 0 | -2,572 | -100.0% | -$21.54万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -4,507 | -100.0% | -$21.14万 | 清仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,538 | -100.0% | -$21.04万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -6,260 | -100.0% | -$20.78万 | 清仓 |
| FROG | JFROG LTD | $0 | 0.00% | 0 | -4,405 | -100.0% | -$20.67万 | 清仓 |
| MCHI | ISHARES TR | $0 | 0.00% | 0 | -3,644 | -100.0% | -$20.47万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -796 | -100.0% | -$20.26万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -4,947 | -100.0% | -$20.18万 | 清仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $0 | 0.00% | 0 | -11,181 | -100.0% | -$18.97万 | 清仓 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | -10,244 | -100.0% | -$11.37万 | 清仓 |
| — | EATON VANCE FLOATING RATE IN | $0 | 0.00% | 0 | -10,195 | -100.0% | -$10.94万 | 清仓 |
| — | DIGIMARC CORP NEW | $0 | 0.00% | 0 | -14,400 | -100.0% | -$7.07万 | 清仓 |
| — | MONROE CAP CORP | $0 | 0.00% | 0 | -11,586 | -100.0% | -$5.33万 | 清仓 |
| SSP | SCRIPPS E W CO OHIO | $0 | 0.00% | 0 | -11,060 | -100.0% | -$4.11万 | 清仓 |
| — | REDFIN CORP | $0 | 0.00% | 0 | -27,000 | -100.0% | -$2.59万 | 清仓 |
| — | MGP INGREDIENTS INC NEW | $0 | 0.00% | 0 | -26,000 | -100.0% | -$2.51万 | 清仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $0 | 0.00% | 0 | -27,000 | -100.0% | -$2.49万 | 清仓 |
| — | BLACKSTONE MORTGAGE TRUST IN | $0 | 0.00% | 0 | -24,000 | -100.0% | -$2.38万 | 清仓 |
| — | PEBBLEBROOK HOTEL TR | $0 | 0.00% | 0 | -22,000 | -100.0% | -$2.17万 | 清仓 |
| — | SNAP INC | $0 | 0.00% | 0 | -18,000 | -100.0% | -$1.70万 | 清仓 |
| — | BANDWIDTH INC | $0 | 0.00% | 0 | -16,000 | -100.0% | -$1.42万 | 清仓 |
| — | FEMASYS INC | $0 | 0.00% | 0 | -28,134 | -100.0% | -$1.18万 | 清仓 |
| — | WHEELS UP EXPERIENCE INC | $0 | 0.00% | 0 | -10,318 | -100.0% | -$5,330 | 清仓 |
| — | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -147,080 | -100.0% | -$1,030 | 清仓 |
| — | RSTK ALL FOR ONE MEDIA CORP COM | $0 | 0.00% | 66,580 | 66,580 | — | — | 新建仓 |
| — | COLLATERAL DELV TO | $0 | 0.00% | 116,472 | 116,472 | — | — | 新建仓 |
| — | WINSONIC DIGITAL MED XXX REGISTRATION REVOKED BY | $0 | 0.00% | 20,000 | 20,000 | — | — | 新建仓 |
| — | FARFETCH LTD ORD SH CL A | $0 | 0.00% | 15,160 | 15,160 | — | — | 新建仓 |
| — | AEGIS ASSMTS INC COM | $0 | 0.00% | 20,000 | 20,000 | — | — | 新建仓 |
| — | SMA ALLIANCE INC | $0 | 0.00% | 10,800 | 10,800 | — | — | 新建仓 |