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 |
|---|---|---|---|---|---|---|---|---|
| WULF | TERAWULF INC | $790.21万 | 0.04% | 319,922 | 319,922 | — | $790.21万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $787.97万 | 0.04% | 65,928 | 15,720 | 31.3% | $187.89万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $777.75万 | 0.04% | 186,377 | 110,504 | 145.6% | $461.13万 | 加仓 |
| IREN | IREN LIMITED | $761.29万 | 0.04% | 166,475 | 166,475 | — | $761.29万 | 新建仓 |
| SLV | ISHARES SILVER TR | $758.00万 | 0.04% | 141,761 | 116,391 | 458.8% | $622.34万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $741.68万 | 0.04% | 24,898 | 24,898 | — | $741.68万 | 新建仓 |
| MTUM | ISHARES TR | $740.34万 | 0.04% | 21,595 | 18,177 | 531.8% | $623.16万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $740.21万 | 0.04% | 80,222 | 38,125 | 90.6% | $351.78万 | 加仓 |
| GEV | GE VERNOVA INC | $739.19万 | 0.04% | 6,292 | 1,433 | 29.5% | $168.35万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $724.39万 | 0.04% | 171,615 | 87,910 | 105.0% | $371.07万 | 加仓 |
| AMAT | APPLIED MATLS INC | $721.16万 | 0.04% | 9,974 | -571 | -5.4% | -$41.29万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $715.18万 | 0.04% | 9,372 | 6,125 | 188.6% | $467.40万 | 加仓 |
| SBUX | STARBUCKS CORP | $713.94万 | 0.04% | 69,864 | 5,693 | 8.9% | $58.18万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $712.40万 | 0.04% | 183,655 | 160,213 | 683.4% | $621.47万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $706.31万 | 0.04% | 208,719 | 81,969 | 64.7% | $277.38万 | 加仓 |
| REET | ISHARES TR | $697.53万 | 0.04% | 252,547 | 11,777 | 4.9% | $32.53万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $687.55万 | 0.04% | 171,331 | 149,854 | 697.7% | $601.36万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $686.87万 | 0.04% | 186,296 | 13,720 | 8.0% | $50.59万 | 加仓 |
| MCD | MCDONALDS CORP | $678.46万 | 0.04% | 25,099 | 5,015 | 25.0% | $135.56万 | 加仓 |
| UNP | UNION PAC CORP | $675.93万 | 0.04% | 24,850 | 12,241 | 97.1% | $332.96万 | 加仓 |
| LOW | LOWES COS INC | $674.88万 | 0.04% | 30,608 | 1,254 | 4.3% | $27.65万 | 加仓 |
| NFLX | NETFLIX INC. | $657.85万 | 0.04% | 92,136 | 30,668 | 49.9% | $218.97万 | 加仓 |
| RTX | RTX CORPORATION | $657.15万 | 0.04% | 34,636 | 10,444 | 43.2% | $198.15万 | 加仓 |
| PURR | HYPERLIQUID STRATEGIES INC COM | $650.57万 | 0.04% | 826,644 | 826,644 | — | $650.57万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $650.02万 | 0.04% | 15,639 | 3,128 | 25.0% | $130.01万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $649.53万 | 0.04% | 159,511 | 7,642 | 5.0% | $31.12万 | 加仓 |
| VFIAX | VANGUARD INDEX 500 FUND ADMIRAL SHARES | $632.29万 | 0.03% | 9,137 | 9,137 | — | $632.29万 | 新建仓 |
| ASML | ASML HLDG NV | $631.14万 | 0.03% | 3,172 | 2,319 | 271.9% | $461.41万 | 加仓 |
| BX | BLACKSTONE INC | $618.01万 | 0.03% | 52,520 | 24,691 | 88.7% | $290.54万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $614.02万 | 0.03% | 11,754 | 3,677 | 45.5% | $192.08万 | 加仓 |
| PEP | PEPSICO INC | $609.02万 | 0.03% | 44,980 | 4,492 | 11.1% | $60.82万 | 加仓 |
| DTH | WISDOMTREE TR | $608.09万 | 0.03% | 112,381 | -1,936 | -1.7% | -$10.48万 | 减仓 |
| CRM | SALESFORCE INC | $598.12万 | 0.03% | 38,180 | 2,379 | 6.6% | $37.27万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $589.49万 | 0.03% | 23,734 | 10,826 | 83.9% | $268.89万 | 加仓 |
| VFQY | VANGUARD WELLINGTON FD | $584.53万 | 0.03% | 34,325 | 34,325 | — | $584.53万 | 新建仓 |
| NBOS | NEUBERGER BERMAN ETF TRUST | $583.86万 | 0.03% | 208,415 | 479 | 0.2% | $1.34万 | 加仓 |
| GLDM | WORLD GOLD TR | $581.93万 | 0.03% | 73,273 | 12,701 | 21.0% | $100.87万 | 加仓 |
| MELI | MERCADOLIBRE INC | $581.19万 | 0.03% | 3,424 | 3,061 | 843.3% | $519.57万 | 加仓 |
| AMLP | ALPS ETF TR | $575.49万 | 0.03% | 110,991 | 12,753 | 13.0% | $66.12万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $574.80万 | 0.03% | 106,405 | 24,019 | 29.2% | $129.75万 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $568.24万 | 0.03% | 116,825 | 116,825 | — | $568.24万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $568.00万 | 0.03% | 13,108 | -928 | -6.6% | -$40.21万 | 减仓 |
| EIM | EATON VANCE MUN BD FD | $561.31万 | 0.03% | 563,559 | -4,503 | -0.8% | -$4.48万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $560.97万 | 0.03% | 15,137 | 581 | 4.0% | $21.53万 | 加仓 |
| WMB | WILLIAMS COS INC | $557.80万 | 0.03% | 75,033 | 53,551 | 249.3% | $398.10万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $556.65万 | 0.03% | 63,421 | 37,123 | 141.2% | $325.83万 | 加仓 |
| ESGE | ISHARES INC | $556.01万 | 0.03% | 101,665 | -9,394 | -8.5% | -$51.38万 | 减仓 |
| ETN | EATON CORP PLC | $552.82万 | 0.03% | 12,974 | 2,719 | 26.5% | $115.86万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $544.28万 | 0.03% | 75,428 | 59,901 | 385.8% | $432.24万 | 加仓 |
| WFC | WELLS FARGO & CO | $539.15万 | 0.03% | 65,241 | 25,845 | 65.6% | $213.58万 | 加仓 |
| TFI | SPDR SERIES TRUST | $536.15万 | 0.03% | 117,063 | -3,707 | -3.1% | -$16.98万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $534.72万 | 0.03% | 95,879 | 631 | 0.7% | $3.52万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $532.38万 | 0.03% | 156,582 | 4,882 | 3.2% | $16.60万 | 加仓 |
| MEC | MAYVILLE ENGR CO INC | $530.46万 | 0.03% | 141,607 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $529.07万 | 0.03% | 64,537 | -1,825 | -2.8% | -$14.96万 | 减仓 |
| — | SCHWAB TREASURY OBLIG MO NEY INV | $527.74万 | 0.03% | 5,277,448 | 5,277,448 | — | $527.74万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $521.50万 | 0.03% | 97,277 | 35,544 | 57.6% | $190.55万 | 加仓 |
| NOW | SERVICENOW INC | $518.12万 | 0.03% | 52,188 | 44,903 | 616.4% | $445.79万 | 加仓 |
| BWFG | BANKWELL FINL GROUP | $514.28万 | 0.03% | 87,538 | 87,538 | — | $514.28万 | 新建仓 |
| GSLC | GOLDMAN SACHS ETF TR | $511.23万 | 0.03% | 36,030 | -12,089 | -25.1% | -$171.53万 | 减仓 |
| SHOP | SHOPIFY INC | $510.56万 | 0.03% | 44,716 | 27,093 | 153.7% | $309.34万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $508.94万 | 0.03% | 5,274 | 1,409 | 36.5% | $135.97万 | 加仓 |
| SUB | ISHARES TR | $506.27万 | 0.03% | 47,550 | -564 | -1.2% | -$6.00万 | 减仓 |
| BA | BOEING CO | $495.79万 | 0.03% | 22,904 | 1,386 | 6.4% | $30.00万 | 加仓 |
| DIS | DISNEY WALT CO | $494.93万 | 0.03% | 51,421 | 14,679 | 40.0% | $141.29万 | 加仓 |
| EEM | ISHARES TR | $493.50万 | 0.03% | 72,139 | 6,195 | 9.4% | $42.38万 | 加仓 |
| AES | AES CORP | $491.66万 | 0.03% | 335,378 | 294,914 | 728.8% | $432.34万 | 加仓 |
| AMGN | AMGEN INC | $485.81万 | 0.03% | 13,416 | 4,183 | 45.3% | $151.47万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $483.94万 | 0.03% | 30,502 | 12,946 | 73.7% | $205.40万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $481.89万 | 0.03% | 374,135 | -1,000 | -0.3% | -$1.29万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $471.83万 | 0.03% | 102,945 | -1,108 | -1.1% | -$5.08万 | 减仓 |
| MGK | VANGUARD WORLD FD | $468.73万 | 0.03% | 53,319 | 10,094 | 23.4% | $88.74万 | 加仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $466.46万 | 0.03% | 173,794 | -6,704 | -3.7% | -$17.99万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $464.78万 | 0.03% | 82,291 | 14,660 | 21.7% | $82.80万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $464.02万 | 0.03% | 135,978 | -35,818 | -20.8% | -$122.23万 | 减仓 |
| OEF | ISHARES TR | $457.76万 | 0.03% | 12,512 | 5,008 | 66.7% | $183.22万 | 加仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $453.90万 | 0.02% | 74,022 | -920 | -1.2% | -$5.64万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $448.94万 | 0.02% | 76,117 | 76,117 | — | $448.94万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $444.64万 | 0.02% | 49,002 | 10,334 | 26.7% | $93.77万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $439.10万 | 0.02% | 7,042 | -1,664 | -19.1% | -$103.76万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $431.06万 | 0.02% | 52,154 | 37,043 | 245.1% | $306.16万 | 加仓 |
| DGRO | ISHARES TR | $425.88万 | 0.02% | 56,192 | 18,854 | 50.5% | $142.90万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $418.24万 | 0.02% | 8,209 | 631 | 8.3% | $32.15万 | 加仓 |
| — | VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL SHARES | $417.19万 | 0.02% | 23,154 | 23,154 | — | $417.19万 | 新建仓 |
| DFIP | DIMENSIONAL ETF TRUST | $413.97万 | 0.02% | 100,344 | 100,344 | — | $413.97万 | 新建仓 |
| — | BRIDGEWAY SMALL CAP VALUE FUND | $413.89万 | 0.02% | 88,024 | 88,024 | — | $413.89万 | 新建仓 |
| IYW | ISHARES TR | $410.20万 | 0.02% | 16,263 | 2,682 | 19.7% | $67.65万 | 加仓 |
| — | FIDELITY CASH FUND | $410.16万 | 0.02% | 4,101,620 | 4,101,620 | — | $410.16万 | 新建仓 |
| QCOM | QUALCOMM INC | $410.12万 | 0.02% | 22,193 | 5,887 | 36.1% | $108.79万 | 加仓 |
| — | SCHWAB TREASURY OBLIG MO NEY ULTRA | $409.95万 | 0.02% | 4,099,478 | 4,099,478 | — | $409.95万 | 新建仓 |
| — | EATON VANCE CORE PLUS BOND FUND CLASS I | $408.14万 | 0.02% | 390,935 | 390,935 | — | $408.14万 | 新建仓 |
| SCHI | SCHWAB STRATEGIC TR | $406.98万 | 0.02% | 179,763 | 42,835 | 31.3% | $96.98万 | 加仓 |
| SOC | SABLE OFFSHORE CORP | $405.86万 | 0.02% | 1,317,715 | 1,317,715 | — | $405.86万 | 新建仓 |
| — | BYRNA TECHNOLOGIES INC | $405.76万 | 0.02% | 604,702 | -178,047 | -22.7% | -$119.47万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $405.50万 | 0.02% | 8,992 | 8,607 | 2,235.6% | $388.14万 | 重新持有 |
| GLW | CORNING INC | $405.02万 | 0.02% | 15,857 | 4,759 | 42.9% | $121.56万 | 加仓 |
| LRGF | ISHARES TR | $398.44万 | 0.02% | 52,682 | 5,818 | 12.4% | $44.00万 | 加仓 |
| CSX | CSX CORP | $397.29万 | 0.02% | 83,588 | 16,396 | 24.4% | $77.93万 | 加仓 |
| DLN | WISDOMTREE TR | $396.23万 | 0.02% | 41,137 | -22 | -0.1% | -$2,119 | 减仓 |
| — | JPMORGAN US TREAS (PLUS MMKT PREMIER) | $395.91万 | 0.02% | 3,959,122 | 3,959,122 | — | $395.91万 | 新建仓 |