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 |
|---|---|---|---|---|---|---|---|---|
| ATO | ATMOS ENERGY CORP | $182.95万 | 0.01% | 9,904 | -495 | -4.8% | -$9.14万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $180.98万 | 0.01% | 37,798 | 2,919 | 8.4% | $13.98万 | 加仓 |
| DVYE | ISHARES INC | $177.60万 | 0.01% | 51,658 | 0 | 0.0% | — | 不变 |
| DEHP | DIMENSIONAL ETF TRUST | $176.74万 | 0.01% | 52,305 | -10,756 | -17.1% | -$36.34万 | 减仓 |
| ITA | ISHARES TR | $175.50万 | 0.01% | 8,023 | 892 | 12.5% | $19.51万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $174.96万 | 0.01% | 20,548 | -2,728 | -11.7% | -$23.23万 | 减仓 |
| SLV | ISHARES SILVER TR | $172.87万 | 0.01% | 25,370 | 10,598 | 71.7% | $72.21万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $172.13万 | 0.01% | 45,490 | 7,150 | 18.6% | $27.06万 | 加仓 |
| GDX | VANECK ETF TRUST | $171.39万 | 0.01% | 18,676 | -20,521 | -52.4% | -$188.32万 | 减仓 |
| VIS | VANGUARD WORLD FD | $170.28万 | 0.01% | 5,454 | 4,498 | 470.5% | $140.44万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $168.81万 | 0.01% | 58,799 | -14,757 | -20.1% | -$42.37万 | 减仓 |
| TIP | ISHARES TR | $167.21万 | 0.01% | 15,151 | 3,698 | 32.3% | $40.81万 | 加仓 |
| WM | WASTE MGMT INC DEL | $167.06万 | 0.01% | 7,270 | -1,030 | -12.4% | -$23.67万 | 减仓 |
| VSEC | VSE CORP | $164.60万 | 0.01% | 8,926 | 1 | 0.0% | $184 | 加仓 |
| SHYD | VANECK ETF TRUST | $164.52万 | 0.01% | 72,602 | 1,610 | 2.3% | $3.65万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $161.78万 | 0.01% | 28,593 | -15,134 | -34.6% | -$85.63万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $161.63万 | 0.01% | 5,632 | 17 | 0.3% | $4,879 | 加仓 |
| TILT | FLEXSHARES TR | $159.12万 | 0.01% | 6,592 | 0 | 0.0% | — | 不变 |
| NYF | ISHARES TR | $158.82万 | 0.01% | 29,899 | 15,472 | 107.2% | $82.19万 | 加仓 |
| CHH | CHOICE HOTELS INTL INC | $157.01万 | 0.01% | 15,170 | -178 | -1.2% | -$1.84万 | 减仓 |
| WMB | WILLIAMS COS INC | $156.35万 | 0.01% | 21,482 | -5,315 | -19.8% | -$38.68万 | 减仓 |
| SHY | ISHARES TR | $155.00万 | 0.01% | 18,771 | 379 | 2.1% | $3.13万 | 加仓 |
| TMUS | T-MOBILE US INC | $154.08万 | 0.01% | 7,336 | -2,824 | -27.8% | -$59.31万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $154.00万 | 0.01% | 7,579 | -3,138 | -29.3% | -$63.76万 | 减仓 |
| IJT | ISHARES TR | $153.66万 | 0.01% | 10,619 | -550 | -4.9% | -$7.96万 | 减仓 |
| ECL | ECOLAB INC | $153.12万 | 0.01% | 5,756 | -614 | -9.6% | -$16.33万 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $152.80万 | 0.01% | 202,659 | 473 | 0.2% | $3,566 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $152.46万 | 0.01% | 4,756 | -4,755 | -50.0% | -$152.43万 | 减仓 |
| MPC | MARATHON PETE CORP | $151.89万 | 0.01% | 6,220 | -2,166 | -25.8% | -$52.89万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $151.42万 | 0.01% | 3,865 | -833 | -17.7% | -$32.63万 | 减仓 |
| SGOV | ISHARES TR | $151.11万 | 0.01% | 15,012 | 5,850 | 63.9% | $58.89万 | 加仓 |
| GLW | CORNING INC | $150.90万 | 0.01% | 11,098 | -2,416 | -17.9% | -$32.85万 | 减仓 |
| C | CITIGROUP INC | $147.86万 | 0.01% | 13,038 | -9,326 | -41.7% | -$105.76万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $147.75万 | 0.01% | 60,878 | 1,186 | 2.0% | $2.88万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $147.11万 | 0.01% | 15,936 | 1,539 | 10.7% | $14.21万 | 加仓 |
| FDX | FEDEX CORP | $146.98万 | 0.01% | 4,127 | -1,902 | -31.5% | -$67.74万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $146.86万 | 0.01% | 48,151 | 2,804 | 6.2% | $8.55万 | 加仓 |
| DOV | DOVER CORP | $146.31万 | 0.01% | 7,019 | -2,311 | -24.8% | -$48.17万 | 减仓 |
| PWR | QUANTA SVCS INC | $144.72万 | 0.01% | 2,636 | -534 | -16.8% | -$29.32万 | 减仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $144.29万 | 0.01% | 258,593 | -139 | -0.1% | -$776 | 减仓 |
| CB | CHUBB LTD SWITZ | $141.34万 | 0.01% | 4,336 | -2,307 | -34.7% | -$75.20万 | 减仓 |
| VLO | VALERO ENERGY CORP | $140.90万 | 0.01% | 5,703 | -2,477 | -30.3% | -$61.20万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $139.99万 | 0.01% | 11,402 | -9,116 | -44.4% | -$111.92万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $139.39万 | 0.01% | 24,183 | 1,887 | 8.5% | $10.88万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $138.38万 | 0.01% | 12,698 | 2,094 | 19.7% | $22.82万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $138.06万 | 0.01% | 4,733 | -371 | -7.3% | -$10.82万 | 减仓 |
| O | REALTY INCOME CORP | $137.91万 | 0.01% | 22,541 | -64 | -0.3% | -$3,916 | 减仓 |
| USB | US BANCORP | $137.77万 | 0.01% | 26,489 | -16,376 | -38.2% | -$85.17万 | 减仓 |
| PSX | PHILLIPS 66 | $137.31万 | 0.01% | 7,537 | -3,070 | -28.9% | -$55.93万 | 减仓 |
| ADI | ANALOG DEVICES INC | $136.43万 | 0.01% | 4,288 | -2,600 | -37.7% | -$82.72万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $135.77万 | 0.01% | 6,662 | 2,043 | 44.2% | $41.64万 | 加仓 |
| PMBS | PIMCO ETF TR | $134.67万 | 0.01% | 27,151 | -37,842 | -58.2% | -$187.69万 | 减仓 |
| BOTZ | GLOBAL X FDS | $134.60万 | 0.01% | 40,518 | 4,824 | 13.5% | $16.03万 | 加仓 |
| CMF | ISHARES TR | $132.33万 | 0.01% | 23,274 | 3 | 0.0% | $171 | 加仓 |
| IEV | ISHARES TR | $131.99万 | 0.01% | 19,427 | 809 | 4.3% | $5.50万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $131.20万 | 0.01% | 11,592 | -2,530 | -17.9% | -$28.63万 | 减仓 |
| — | SIFCO INDS INC | $130.50万 | 0.01% | 98,049 | 38,022 | 63.3% | $50.61万 | 加仓 |
| JMSB | JOHN MARSHALL BANCORP INC | $130.08万 | 0.01% | 64,141 | 57,339 | 843.0% | $116.28万 | 重新持有 |
| PAYX | PAYCHEX INC | $129.06万 | 0.01% | 14,010 | 242 | 1.8% | $2.23万 | 加仓 |
| EXC | EXELON CORP | $128.98万 | 0.01% | 26,312 | -13,491 | -33.9% | -$66.13万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $128.43万 | 0.01% | 4,934 | -1,820 | -26.9% | -$47.37万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $127.48万 | 0.01% | 11,011 | -610 | -5.2% | -$7.06万 | 减仓 |
| SNOW | SNOWFLAKE INC | $126.88万 | 0.01% | 8,413 | -1,088 | -11.5% | -$16.41万 | 减仓 |
| SO | SOUTHERN CO | $126.86万 | 0.01% | 13,143 | -11,787 | -47.3% | -$113.77万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $126.75万 | 0.01% | 3,247 | -346 | -9.6% | -$13.51万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $125.04万 | 0.01% | 15,111 | 962 | 6.8% | $7.96万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $125.03万 | 0.01% | 59,118 | 5,462 | 10.2% | $11.55万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $124.86万 | 0.01% | 990 | -599 | -37.7% | -$75.55万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $121.29万 | 0.01% | 3,534 | 251 | 7.6% | $8.61万 | 加仓 |
| EMR | EMERSON ELEC CO | $120.95万 | 0.01% | 9,231 | -4,828 | -34.3% | -$63.26万 | 减仓 |
| TXN | TEXAS INSTRS INC | $120.64万 | 0.01% | 6,214 | -3,590 | -36.6% | -$69.70万 | 减仓 |
| RL | RALPH LAUREN CORP | $119.40万 | 0.01% | 3,471 | -1,567 | -31.1% | -$53.90万 | 减仓 |
| CVS | CVS HEALTH CORP | $119.18万 | 0.01% | 16,594 | -6,936 | -29.5% | -$49.81万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $119.10万 | 0.01% | 2,858 | -1,226 | -30.0% | -$51.09万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $118.79万 | 0.01% | 1,327 | -424 | -24.2% | -$37.95万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $117.03万 | 0.01% | 24,357 | 345 | 1.4% | $1.66万 | 加仓 |
| ALL | ALLSTATE CORP | $116.28万 | 0.01% | 5,608 | -1,598 | -22.2% | -$33.13万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $116.21万 | 0.01% | 38,647 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE COINDESK CRYPTO | $116.18万 | 0.01% | 37,248 | 26,415 | 243.8% | $82.39万 | 加仓 |
| VHT | VANGUARD WORLD FD | $115.64万 | 0.01% | 4,246 | -25 | -0.6% | -$6,809 | 减仓 |
| INFL | LISTED FDS TR | $115.26万 | 0.01% | 22,139 | -17,503 | -44.2% | -$91.12万 | 减仓 |
| DHR | DANAHER CORP DEL | $114.23万 | 0.01% | 6,025 | -3,324 | -35.6% | -$63.02万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $113.95万 | 0.01% | 13,370 | -3,061 | -18.6% | -$26.09万 | 减仓 |
| AFL | AFLAC INC | $112.99万 | 0.01% | 10,299 | -4,282 | -29.4% | -$46.98万 | 减仓 |
| ASML | ASML HLDG NV | $112.69万 | 0.01% | 853 | -457 | -34.9% | -$60.38万 | 减仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $112.12万 | 0.01% | 51,221 | 51,221 | — | $112.12万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $111.69万 | 0.01% | 15,527 | -1,865 | -10.7% | -$13.41万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $111.31万 | 0.01% | 6,883 | -523 | -7.1% | -$8.46万 | 减仓 |
| AGNC | AGNC INVT CORP | $111.21万 | 0.01% | 110,875 | 6,588 | 6.3% | $6.61万 | 加仓 |
| ADBE | ADOBE INC | $110.26万 | 0.01% | 4,536 | -3,719 | -45.1% | -$90.40万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $110.18万 | 0.01% | 11,726 | -387 | -3.2% | -$3.64万 | 减仓 |
| IBB | ISHARES TR | $109.81万 | 0.01% | 6,503 | 449 | 7.4% | $7.58万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $109.28万 | 0.01% | 14,827 | -950 | -6.0% | -$7.00万 | 减仓 |
| BE | BLOOM ENERGY CORP | $108.24万 | 0.01% | 7,989 | 2,677 | 50.4% | $36.27万 | 加仓 |
| D | DOMINION ENERGY INC | $107.89万 | 0.01% | 17,452 | 5,950 | 51.7% | $36.78万 | 加仓 |
| DE | DEERE & CO | $107.59万 | 0.01% | 1,910 | -1,241 | -39.4% | -$69.91万 | 减仓 |
| BKLC | BNY MELLON ETF TRUST | $107.55万 | 0.01% | 8,617 | 26 | 0.3% | $3,245 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $107.12万 | 0.01% | 23,344 | 1,088 | 4.9% | $4.99万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $106.50万 | 0.01% | 11,099 | -1,524 | -12.1% | -$14.62万 | 减仓 |
| SUSA | ISHARES TR | $106.35万 | 0.01% | 8,051 | 875 | 12.2% | $11.56万 | 加仓 |