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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $2,582.69万 | 0.14% | 101,693 | 15,320 | 17.7% | $389.08万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $2,555.94万 | 0.14% | 129,350 | 24,084 | 22.9% | $475.90万 | 加仓 |
| META | META PLATFORMS INC | $2,531.34万 | 0.14% | 44,939 | 16,011 | 55.3% | $901.87万 | 加仓 |
| — | SCHWAB US TREASURY MONEY ULTRA | $2,494.17万 | 0.14% | 24,941,666 | 24,941,666 | — | $2,494.17万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,472.34万 | 0.14% | 104,486 | 44,277 | 73.5% | $1,047.68万 | 加仓 |
| — | FIDELITY TOTAL MARKET INDEX FUND | $2,440.85万 | 0.13% | 117,677 | 117,677 | — | $2,440.85万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $2,414.58万 | 0.13% | 153,843 | -6,262 | -3.9% | -$98.28万 | 减仓 |
| GLD | SPDR GOLD TR | $2,350.91万 | 0.13% | 63,818 | 20,703 | 48.0% | $762.65万 | 加仓 |
| TIP | ISHARES TR | $2,320.23万 | 0.13% | 212,028 | 196,877 | 1,299.4% | $2,154.43万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2,310.25万 | 0.13% | 20,015 | 8,441 | 72.9% | $974.31万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $2,283.84万 | 0.13% | 870,699 | 858,442 | 7,003.7% | $2,251.69万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,265.18万 | 0.12% | 143,339 | 6,391 | 4.7% | $101.00万 | 加仓 |
| — | EXXON MOBIL CORP | $2,245.40万 | 0.12% | 164,234 | 29,650 | 22.0% | $405.37万 | 加仓 |
| IWR | ISHARES TR | $2,217.58万 | 0.12% | 201,014 | 20 | 0.0% | $2,206 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $2,167.08万 | 0.12% | 224,731 | -2,993 | -1.3% | -$28.86万 | 减仓 |
| AGG | ISHARES TR | $2,077.21万 | 0.11% | 209,861 | 59,899 | 39.9% | $592.88万 | 加仓 |
| IWD | ISHARES TR | $2,071.54万 | 0.11% | 85,448 | 7,444 | 9.5% | $180.47万 | 加仓 |
| IJJ | ISHARES TR | $2,048.84万 | 0.11% | 138,688 | -50 | -0.0% | -$7,387 | 减仓 |
| IWP | ISHARES TR | $2,016.80万 | 0.11% | 137,750 | -666 | -0.5% | -$9.75万 | 减仓 |
| IGIB | ISHARES TR | $1,983.80万 | 0.11% | 373,105 | 373,105 | — | $1,983.80万 | 新建仓 |
| V | VISA INC | $1,978.65万 | 0.11% | 57,671 | 30,352 | 111.1% | $1,041.35万 | 加仓 |
| IWO | ISHARES TR | $1,903.59万 | 0.10% | 48,319 | -417 | -0.9% | -$16.43万 | 减仓 |
| TLT | ISHARES TR | $1,838.28万 | 0.10% | 212,714 | 203,263 | 2,150.7% | $1,756.60万 | 加仓 |
| WMT | WALMART INC | $1,802.08万 | 0.10% | 159,109 | 65,644 | 70.2% | $743.49万 | 加仓 |
| QUAL | ISHARES TR | $1,780.00万 | 0.10% | 81,119 | -2,189 | -2.6% | -$48.03万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $1,775.03万 | 0.10% | 57,951 | 2,145 | 3.8% | $65.70万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,738.06万 | 0.10% | 18,580 | 4,419 | 31.2% | $413.37万 | 加仓 |
| — | GUGGENHEIM TOTAL RETURN BOND FUND INSTITUTIONAL CLASS | $1,732.32万 | 0.10% | 729,398 | 729,398 | — | $1,732.32万 | 新建仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $1,726.15万 | 0.10% | 1,516,164 | 1,516,164 | — | $1,726.15万 | 新建仓 |
| ABBV | ABBVIE INC | $1,695.22万 | 0.09% | 67,367 | 14,821 | 28.2% | $372.95万 | 加仓 |
| IWN | ISHARES TR | $1,690.83万 | 0.09% | 76,439 | 492 | 0.6% | $10.88万 | 加仓 |
| IVW | ISHARES TR | $1,681.09万 | 0.09% | 122,234 | 14,925 | 13.9% | $205.26万 | 加仓 |
| IGM | ISHARES TR | $1,652.37万 | 0.09% | 101,013 | 97,299 | 2,619.8% | $1,591.62万 | 加仓 |
| KO | COCA COLA CO | $1,595.93万 | 0.09% | 196,374 | 19,301 | 10.9% | $156.86万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $1,589.06万 | 0.09% | 727,590 | -46,863 | -6.1% | -$102.35万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,555.63万 | 0.09% | 537,166 | 56,889 | 11.8% | $164.75万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,546.64万 | 0.09% | 55,000 | 14,584 | 36.1% | $410.11万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1,498.25万 | 0.08% | 450,059 | 307,866 | 216.5% | $1,024.89万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,470.34万 | 0.08% | 25,311 | 10,008 | 65.4% | $581.37万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,464.03万 | 0.08% | 159,760 | 125,037 | 360.1% | $1,145.83万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,416.59万 | 0.08% | 172,881 | -2,532 | -1.4% | -$20.75万 | 减仓 |
| SPTI | SPDR SER TR BLOOMBERG BARCLAYS 30-10 YR US TREAS INDEX | $1,413.64万 | 0.08% | 497,936 | 497,936 | — | $1,413.64万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1,404.62万 | 0.08% | 259,970 | 39,250 | 17.8% | $212.07万 | 加仓 |
| HD | HOME DEPOT INC | $1,370.32万 | 0.08% | 38,855 | 11,679 | 43.0% | $411.89万 | 加仓 |
| — | COLUMBIA TOTAL RETURN BOND FUND INST2 CLASS | $1,346.29万 | 0.07% | 441,263 | 441,263 | — | $1,346.29万 | 新建仓 |
| HDV | ISHARES TR | $1,336.23万 | 0.07% | 487,499 | -16,011 | -3.2% | -$43.89万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,329.00万 | 0.07% | 25,876 | 10,259 | 65.7% | $526.90万 | 加仓 |
| QDF | FLEXSHARES TR | $1,323.96万 | 0.07% | 147,238 | -760 | -0.5% | -$6.83万 | 减仓 |
| CSCO | CISCO SYS INC | $1,315.25万 | 0.07% | 111,974 | 25,244 | 29.1% | $296.52万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,310.49万 | 0.07% | 18 | 4 | 28.6% | $291.22万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,306.13万 | 0.07% | 492,881 | 13,810 | 2.9% | $36.60万 | 加仓 |
| SUSB | ISHARES TR | $1,277.67万 | 0.07% | 511,273 | 18,809 | 3.8% | $47.00万 | 加仓 |
| IQDF | FLEXSHARES TR | $1,276.86万 | 0.07% | 369,460 | 2,381 | 0.6% | $8.23万 | 加仓 |
| SHV | ISHARES TR | $1,264.59万 | 0.07% | 114,598 | 77,200 | 206.4% | $851.90万 | 加仓 |
| FMB | FIRST TR EXCHANGE TRADED FD III MANAGED MUN ETF | $1,259.77万 | 0.07% | 245,248 | 245,248 | — | $1,259.77万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $1,256.02万 | 0.07% | 85,654 | 15,265 | 21.7% | $223.84万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,255.40万 | 0.07% | 12,413 | 8,085 | 186.8% | $817.69万 | 加仓 |
| RKT | ROCKET COS INC | $1,253.69万 | 0.07% | 795,994 | 3,673 | 0.5% | $5.78万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,212.55万 | 0.07% | 25,390 | 18,487 | 267.8% | $882.89万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,170.99万 | 0.06% | 324,106 | -6,931 | -2.1% | -$25.04万 | 减仓 |
| DGRW | WISDOMTREE TR | $1,163.77万 | 0.06% | 121,708 | -1,459 | -1.2% | -$13.95万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1,147.37万 | 0.06% | 63,422 | 2,484 | 4.1% | $44.94万 | 加仓 |
| — | FIDELITY CONTRAFUND | $1,137.64万 | 0.06% | 424,492 | 424,492 | — | $1,137.64万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1,096.17万 | 0.06% | 132,676 | 83,782 | 171.4% | $692.21万 | 加仓 |
| ESGD | ISHARES TR | $1,089.67万 | 0.06% | 105,989 | 4,526 | 4.5% | $46.53万 | 加仓 |
| BOND | PIMCO ETF TR | $1,064.31万 | 0.06% | 115,422 | 115,422 | — | $1,064.31万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $1,039.30万 | 0.06% | 133,398 | 16,412 | 14.0% | $127.87万 | 加仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $1,032.89万 | 0.06% | 538,467 | -2,189 | -0.4% | -$4.20万 | 减仓 |
| CBNK | CAPITAL BANCORP INC MD | $1,024.15万 | 0.06% | 291,615 | -3,802 | -1.3% | -$13.35万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,019.10万 | 0.06% | 185,258 | 6,907 | 3.9% | $38.00万 | 加仓 |
| HQY | HEALTHEQUITY INC | $1,011.46万 | 0.06% | 111,986 | 74,011 | 194.9% | $668.47万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,010.07万 | 0.06% | 14,361 | 2,508 | 21.2% | $176.40万 | 加仓 |
| KLAC | KLA CORP | $1,004.78万 | 0.06% | 33,303 | 29,613 | 802.5% | $893.45万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,000.83万 | 0.06% | 236,380 | 47,310 | 25.0% | $200.31万 | 加仓 |
| — | WELLINGTON FUND ADMIRAL | $993.68万 | 0.05% | 122,224 | 122,224 | — | $993.68万 | 新建仓 |
| DFSI | DIMENSIONAL ETF TRUST | $986.58万 | 0.05% | 218,754 | 160,368 | 274.7% | $723.26万 | 加仓 |
| PGR | PROGRESSIVE CORP | $984.21万 | 0.05% | 45,054 | 2,453 | 5.8% | $53.59万 | 加仓 |
| TMFC | RBB FD INC (IMOTLEY FOOL 100 INDEX ETF) | $979.26万 | 0.05% | 128,580 | 128,580 | — | $979.26万 | 新建仓 |
| ESGU | ISHARES TR | $978.90万 | 0.05% | 59,809 | -1,563 | -2.5% | -$25.58万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $975.27万 | 0.05% | 144,356 | -6,772 | -4.5% | -$45.75万 | 减仓 |
| MRK | MERCK & CO INC | $965.87万 | 0.05% | 75,165 | 21,681 | 40.5% | $278.60万 | 加仓 |
| MS | MORGAN STANLEY | $950.51万 | 0.05% | 45,471 | 22,867 | 101.2% | $478.00万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $937.50万 | 0.05% | 191,799 | 191,799 | — | $937.50万 | 新建仓 |
| — | PIMCO INCOME FUND CLASS P | $936.36万 | 0.05% | 862,210 | 862,210 | — | $936.36万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $897.54万 | 0.05% | 58,979 | 4,442 | 8.1% | $67.60万 | 加仓 |
| CAT | CATERPILLAR INC | $888.34万 | 0.05% | 8,342 | 1,714 | 25.9% | $182.52万 | 加仓 |
| INTC | INTEL CORP | $886.24万 | 0.05% | 63,471 | 9,082 | 16.7% | $126.81万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $879.87万 | 0.05% | 25,801 | 8,719 | 51.0% | $297.34万 | 加仓 |
| VDC | VANGUARD WORLD FD | $878.34万 | 0.05% | 38,953 | -258 | -0.7% | -$5.82万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $871.20万 | 0.05% | 98,397 | -446 | -0.5% | -$3.95万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $863.48万 | 0.05% | 74,010 | 27,144 | 57.9% | $316.69万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $860.68万 | 0.05% | 338,318 | -7,763 | -2.2% | -$19.75万 | 减仓 |
| IVE | ISHARES TR | $856.51万 | 0.05% | 37,722 | 6,641 | 21.4% | $150.79万 | 加仓 |
| MO | ALTRIA GROUP INC | $854.28万 | 0.05% | 118,733 | 46,438 | 64.2% | $334.12万 | 加仓 |
| BAC | BANK OF AMER CORP | $822.55万 | 0.05% | 144,359 | 64,345 | 80.4% | $366.64万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $821.43万 | 0.05% | 24,857 | -102 | -0.4% | -$3.37万 | 减仓 |
| GE | GE AEROSPACE | $818.22万 | 0.05% | 21,893 | 1,378 | 6.7% | $51.50万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $815.38万 | 0.04% | 221,331 | 13,430 | 6.5% | $49.48万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $811.28万 | 0.04% | 173,982 | 156,346 | 886.5% | $729.04万 | 加仓 |
| ORCL | ORACLE CORP | $805.08万 | 0.04% | 54,935 | 31,335 | 132.8% | $459.22万 | 加仓 |