Wealthspire Advisors, LLC
NEW YORK NY · SEC CIK 0001646247
$127.34亿2026Q1 申报市值
932持仓数
47.1%前十大占比 · 第一大 13.7%
31 / 144新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AON 加仓+$2.29亿
VV 加仓+$7,843.38万
VEA 加仓+$6,284.76万
VXUS 加仓+$3,482.86万
VUG 加仓+$3,381.72万
2026Q1 卖出最多 按季末市值估算
GOOG 减仓-$2,504.78万
AAPL 减仓-$1,973.39万
USFR 减仓-$1,832.06万
MSFT 减仓-$1,688.61万
VOO 减仓-$1,603.53万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC | $354.85万 | 0.03% | 126,372 | -11,942 | -8.6% | -$33.53万 | 减仓 |
| DIS | DISNEY WALT CO | $354.12万 | 0.03% | 36,742 | 6,566 | 21.8% | $63.28万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $353.40万 | 0.03% | 83,705 | 18,767 | 28.9% | $79.23万 | 加仓 |
| SOXX | ISHARES TR | $350.23万 | 0.03% | 10,656 | 1,077 | 11.2% | $35.40万 | 加仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $348.26万 | 0.03% | 74,942 | -739 | -1.0% | -$3.43万 | 减仓 |
| ORCL | ORACLE CORP | $347.17万 | 0.03% | 23,600 | -19,827 | -45.7% | -$291.67万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $338.54万 | 0.03% | 12,511 | -4,887 | -28.1% | -$132.24万 | 减仓 |
| — | HONEYWELL INTL INC | $337.83万 | 0.03% | 14,946 | -3,346 | -18.3% | -$75.63万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $332.22万 | 0.03% | 8,149 | -77 | -0.9% | -$3.14万 | 减仓 |
| VPU | VANGUARD WORLD FD | $329.45万 | 0.03% | 16,627 | -23 | -0.1% | -$4,557 | 减仓 |
| DSI | ISHARES TR | $324.98万 | 0.03% | 26,815 | -1,494 | -5.3% | -$18.11万 | 减仓 |
| AMGN | AMGEN INC | $324.87万 | 0.03% | 9,233 | -2,524 | -21.5% | -$88.81万 | 减仓 |
| BX | BLACKSTONE INC | $320.01万 | 0.03% | 27,829 | -913 | -3.2% | -$10.50万 | 减仓 |
| BIL | SPDR SERIES TRUST | $318.20万 | 0.02% | 34,723 | -8,528 | -19.7% | -$78.15万 | 减仓 |
| MGK | VANGUARD WORLD FD | $317.65万 | 0.02% | 8,645 | -431 | -4.7% | -$15.84万 | 减仓 |
| HQY | HEALTHEQUITY INC | $317.36万 | 0.02% | 37,975 | -364 | -0.9% | -$3.04万 | 减仓 |
| WFC | WELLS FARGO & CO | $313.63万 | 0.02% | 39,396 | -13,586 | -25.6% | -$108.16万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $311.32万 | 0.02% | 15,303 | -5,848 | -27.6% | -$118.97万 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $310.55万 | 0.02% | 136,928 | 676 | 0.5% | $1.53万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $309.97万 | 0.02% | 50,599 | 2,674 | 5.6% | $16.38万 | 加仓 |
| LRGF | ISHARES TR | $309.30万 | 0.02% | 46,864 | -969 | -2.0% | -$6.40万 | 减仓 |
| UNP | UNION PAC CORP | $305.93万 | 0.02% | 12,609 | -2,776 | -18.0% | -$67.35万 | 减仓 |
| DVY | ISHARES TR | $304.87万 | 0.02% | 20,136 | 430 | 2.2% | $6.51万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $304.77万 | 0.02% | 61,733 | -623 | -1.0% | -$3.08万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $303.84万 | 0.02% | 42,717 | -1,096 | -2.5% | -$7.80万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $302.58万 | 0.02% | 57,252 | -1,660 | -2.8% | -$8.77万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $299.89万 | 0.02% | 14,036 | -5,115 | -26.7% | -$109.29万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $299.09万 | 0.02% | 13,810 | -588 | -4.1% | -$12.73万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $298.48万 | 0.02% | 4,375 | -1,057 | -19.5% | -$72.11万 | 减仓 |
| JNK | SPDR SERIES TRUST | $296.75万 | 0.02% | 31,002 | -2,449 | -7.3% | -$23.44万 | 减仓 |
| EFG | ISHARES TR | $294.33万 | 0.02% | 26,428 | -451 | -1.7% | -$5.02万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $292.15万 | 0.02% | 168,677 | 7,692 | 4.8% | $13.32万 | 加仓 |
| IBTH | ISHARES TR | $290.38万 | 0.02% | 129,461 | 5,274 | 4.2% | $11.83万 | 加仓 |
| OUSM | ALPS ETF TR | $282.73万 | 0.02% | 64,638 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $278.91万 | 0.02% | 75,873 | -18,666 | -19.7% | -$68.62万 | 减仓 |
| SYK | STRYKER CORPORATION | $278.43万 | 0.02% | 8,473 | -1,516 | -15.2% | -$49.82万 | 减仓 |
| CSX | CSX CORP | $275.82万 | 0.02% | 67,192 | 27,072 | 67.5% | $111.13万 | 加仓 |
| — | SPDR INDEX SHS FDS | $274.61万 | 0.02% | 35,593 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $274.14万 | 0.02% | 54,168 | -5,013 | -8.5% | -$25.37万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $273.86万 | 0.02% | 17,082 | -2,831 | -14.2% | -$45.39万 | 减仓 |
| IAU | ISHARES GOLD TR | $271.72万 | 0.02% | 30,821 | -2,346 | -7.1% | -$20.68万 | 减仓 |
| CART | MAPLEBEAR INC | $271.08万 | 0.02% | 72,365 | 939 | 1.3% | $3.52万 | 加仓 |
| ISHG | ISHARES TR | $270.59万 | 0.02% | 36,476 | 3,950 | 12.1% | $29.30万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $266.03万 | 0.02% | 58,443 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $263.45万 | 0.02% | 94,596 | -5,223 | -5.2% | -$14.55万 | 减仓 |
| DGRO | ISHARES TR | $262.03万 | 0.02% | 37,338 | 840 | 2.3% | $5.90万 | 加仓 |
| IWS | ISHARES TR | $258.57万 | 0.02% | 17,742 | -1,399 | -7.3% | -$20.39万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $257.39万 | 0.02% | 17,556 | -365 | -2.0% | -$5.35万 | 减仓 |
| MEC | MAYVILLE ENGR CO INC | $254.18万 | 0.02% | 141,607 | 46,192 | 48.4% | $82.91万 | 加仓 |
| IGV | ISHARES TR | $249.89万 | 0.02% | 31,217 | 18,014 | 136.4% | $144.20万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $248.52万 | 0.02% | 18,980 | -7,604 | -28.6% | -$99.56万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $247.56万 | 0.02% | 58,386 | -988 | -1.7% | -$4.19万 | 减仓 |
| IYW | ISHARES TR | $246.39万 | 0.02% | 13,581 | -2,207 | -14.0% | -$40.04万 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $244.97万 | 0.02% | 51,790 | -2,427 | -4.5% | -$11.48万 | 减仓 |
| FAST | FASTENAL CO | $244.38万 | 0.02% | 52,668 | -17,353 | -24.8% | -$80.52万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $244.26万 | 0.02% | 26,298 | -10,301 | -28.1% | -$95.68万 | 减仓 |
| INTC | INTEL CORP | $240.02万 | 0.02% | 54,389 | -18,379 | -25.3% | -$81.11万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $239.60万 | 0.02% | 8,119 | 2,312 | 39.8% | $68.23万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $239.27万 | 0.02% | 21,475 | -2,412 | -10.1% | -$26.87万 | 减仓 |
| OEF | ISHARES TR | $238.67万 | 0.02% | 7,504 | 3,074 | 69.4% | $97.77万 | 加仓 |
| OKE | ONEOK INC NEW | $238.36万 | 0.02% | 26,371 | -2,704 | -9.3% | -$24.44万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $236.11万 | 0.02% | 44,751 | 2,356 | 5.6% | $12.43万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $235.65万 | 0.02% | 12,917 | -5,171 | -28.6% | -$94.34万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $234.94万 | 0.02% | 38,314 | -1,495 | -3.8% | -$9.17万 | 减仓 |
| SMH | VANECK ETF TRUST | $234.73万 | 0.02% | 6,122 | 575 | 10.4% | $22.05万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $233.97万 | 0.02% | 33,471 | -5,100 | -13.2% | -$35.65万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $233.29万 | 0.02% | 6,903 | -3,896 | -36.1% | -$131.67万 | 减仓 |
| EFV | ISHARES TR | $232.87万 | 0.02% | 31,321 | 1,901 | 6.5% | $14.13万 | 加仓 |
| IJK | ISHARES TR | $232.48万 | 0.02% | 23,105 | -26 | -0.1% | -$2,616 | 减仓 |
| BLK | BLACKROCK INC | $231.82万 | 0.02% | 2,411 | -699 | -22.5% | -$67.21万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $227.53万 | 0.02% | 20,743 | 1,608 | 8.4% | $17.64万 | 加仓 |
| FSTR | FOSTER L B CO | $225.73万 | 0.02% | 80,907 | 11,984 | 17.4% | $33.44万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $225.42万 | 0.02% | 37,167 | -3,450 | -8.5% | -$20.92万 | 减仓 |
| BOXX | EA SERIES TRUST | $225.10万 | 0.02% | 19,357 | 1,305 | 7.2% | $15.18万 | 加仓 |
| HRL | HORMEL FOODS CORP | $222.69万 | 0.02% | 98,316 | -960 | -1.0% | -$2.17万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $220.25万 | 0.02% | 6,137 | 2,376 | 63.2% | $85.27万 | 加仓 |
| DON | WISDOMTREE TR | $217.03万 | 0.02% | 41,307 | 332 | 0.8% | $1.74万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $216.49万 | 0.02% | 60,575 | 54,709 | 932.6% | $195.53万 | 加仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $215.94万 | 0.02% | 38,796 | 0 | 0.0% | — | 不变 |
| FNDB | SCHWAB STRATEGIC TR | $215.77万 | 0.02% | 79,329 | 555 | 0.7% | $1.51万 | 加仓 |
| QCOM | QUALCOMM INC | $209.99万 | 0.02% | 16,306 | 944 | 6.1% | $12.16万 | 加仓 |
| IQLT | ISHARES TR | $209.24万 | 0.02% | 45,260 | -3,177 | -6.6% | -$14.69万 | 减仓 |
| SHOP | SHOPIFY INC | $209.04万 | 0.02% | 17,623 | -2,737 | -13.4% | -$32.47万 | 减仓 |
| LIN | LINDE PLC | $207.19万 | 0.02% | 4,179 | -746 | -15.1% | -$36.99万 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES | $206.20万 | 0.02% | 26,936 | 26,936 | — | $206.20万 | 新建仓 |
| GBIL | GOLDMAN SACHS ETF TR | $203.63万 | 0.02% | 20,324 | -3,644 | -15.2% | -$36.51万 | 减仓 |
| — | GALECTIN THERAPEUTICS INC | $201.38万 | 0.02% | 721,788 | 119,815 | 19.9% | $33.43万 | 加仓 |
| TJX | TJX COS INC NEW | $199.65万 | 0.02% | 12,501 | -12,623 | -50.2% | -$201.59万 | 减仓 |
| SHEL | SHELL PLC | $198.41万 | 0.02% | 21,334 | -733 | -3.3% | -$6.82万 | 减仓 |
| ATRO | ASTRONICS CORP | $196.41万 | 0.02% | 29,434 | 0 | 0.0% | — | 不变 |
| JSMD | JANUS DETROIT STR TR | $196.16万 | 0.02% | 24,721 | 1 | 0.0% | $79 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $196.08万 | 0.02% | 14,959 | -2,997 | -16.7% | -$39.28万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $193.74万 | 0.02% | 3,942 | -2,177 | -35.6% | -$107.00万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $192.02万 | 0.02% | 16,187 | -4,089 | -20.2% | -$48.51万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $191.08万 | 0.02% | 9,183 | -3,190 | -25.8% | -$66.38万 | 减仓 |
| IDXX | IDEXX LABS INC | $190.82万 | 0.01% | 3,396 | -1,465 | -30.1% | -$82.32万 | 减仓 |
| IJS | ISHARES TR | $189.47万 | 0.01% | 15,996 | -152 | -0.9% | -$1.80万 | 减仓 |
| MMS | MAXIMUS INC | $187.65万 | 0.01% | 29,275 | -91 | -0.3% | -$5,833 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $186.15万 | 0.01% | 19,858 | 1,146 | 6.1% | $10.74万 | 加仓 |
| MMM | 3M CO | $185.18万 | 0.01% | 12,751 | -1,264 | -9.0% | -$18.36万 | 减仓 |