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 |
|---|---|---|---|---|---|---|---|---|
| C | CITIGROUP INC | $392.43万 | 0.02% | 28,039 | 15,001 | 115.1% | $209.95万 | 加仓 |
| DVY | ISHARES TR | $392.32万 | 0.02% | 25,100 | 4,964 | 24.7% | $77.59万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $391.18万 | 0.02% | 218,172 | 218,172 | — | $391.18万 | 新建仓 |
| — | THE HARTFORD INTERNATIONAL VALUE FUND CLASS Y | $384.70万 | 0.02% | 140,918 | 140,918 | — | $384.70万 | 新建仓 |
| PWR | QUANTA SVCS INC | $383.63万 | 0.02% | 5,328 | 2,692 | 102.1% | $193.83万 | 加仓 |
| HYD | VANECK ETF TRUST | $379.05万 | 0.02% | 73,587 | -358 | -0.5% | -$1.84万 | 减仓 |
| MGV | VANGUARD WORLD FD | $379.03万 | 0.02% | 23,190 | -10,303 | -30.8% | -$168.40万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $378.59万 | 0.02% | 18,871 | 5,954 | 46.1% | $119.45万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $374.91万 | 0.02% | 70,591 | 19,992 | 39.5% | $106.18万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $372.41万 | 0.02% | 6,643 | 5,758 | 650.6% | $322.80万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $372.41万 | 0.02% | 32,616 | 31,255 | 2,296.5% | $356.87万 | 重新持有 |
| APO | APOLLO GLOBAL MGMT INC | $372.03万 | 0.02% | 31,445 | 9,970 | 46.4% | $117.96万 | 加仓 |
| FSTR | FOSTER L B CO | $365.46万 | 0.02% | 80,907 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $361.74万 | 0.02% | 43,932 | 1,215 | 2.8% | $10.00万 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP | $358.76万 | 0.02% | 29,291 | -84 | -0.3% | -$1.03万 | 减仓 |
| T | AT&T INC | $354.63万 | 0.02% | 171,317 | 30,722 | 21.9% | $63.59万 | 加仓 |
| JNK | SPDR SERIES TRUST | $350.63万 | 0.02% | 36,384 | 5,382 | 17.4% | $51.87万 | 加仓 |
| — | FIDELITY GOVERNMENT (CASH RESERVES) | $347.59万 | 0.02% | 3,475,895 | 3,475,895 | — | $347.59万 | 新建仓 |
| — | JANUS HENDERSON (RESEARCH I) | $347.36万 | 0.02% | 35,896 | 35,896 | — | $347.36万 | 新建仓 |
| APH | AMPHENOL CORP | $344.60万 | 0.02% | 19,545 | 14,358 | 276.8% | $253.15万 | 加仓 |
| CART | MAPLEBEAR INC | $341.67万 | 0.02% | 72,158 | -207 | -0.3% | -$9,801 | 减仓 |
| PFE | PFIZER INC | $341.38万 | 0.02% | 141,769 | 15,397 | 12.2% | $37.08万 | 加仓 |
| BE | BLOOM ENERGY CORP | $339.84万 | 0.02% | 11,227 | 3,238 | 40.5% | $98.01万 | 加仓 |
| — | JPM LIQ ASST MM FD - PREMIER FUND 3912 | $339.23万 | 0.02% | 3,392,325 | 3,392,325 | — | $339.23万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $337.76万 | 0.02% | 6,737 | 2,795 | 70.9% | $140.13万 | 加仓 |
| DSI | ISHARES TR | $337.51万 | 0.02% | 23,703 | -3,112 | -11.6% | -$44.31万 | 减仓 |
| CB | CHUBB LIMITED | $336.07万 | 0.02% | 9,863 | 5,527 | 127.5% | $188.33万 | 加仓 |
| — | GALECTIN THERAPEUTICS INC | $334.91万 | 0.02% | 721,788 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $334.80万 | 0.02% | 26,909 | 481 | 1.8% | $5.98万 | 加仓 |
| VPU | VANGUARD WORLD FD | $328.94万 | 0.02% | 16,805 | 178 | 1.1% | $3.48万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $324.08万 | 0.02% | 93,101 | 44,950 | 93.4% | $156.47万 | 加仓 |
| BLK | BLACKROCK INC | $321.32万 | 0.02% | 3,342 | 931 | 38.6% | $89.51万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $319.79万 | 0.02% | 62,642 | 56,974 | 1,005.2% | $290.85万 | 重新持有 |
| SYK | STRYKER CORPORATION | $318.58万 | 0.02% | 10,119 | 1,646 | 19.4% | $51.82万 | 加仓 |
| IWS | ISHARES TR | $317.48万 | 0.02% | 19,288 | 1,546 | 8.7% | $25.45万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $315.92万 | 0.02% | 13,761 | -49 | -0.4% | -$1.12万 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $312.88万 | 0.02% | 66,366 | 14,576 | 28.1% | $68.72万 | 加仓 |
| — | SEI INSTITUTIONALLY MANAGED TAX-MANAGED LARGE-CAP FUND | $311.31万 | 0.02% | 70,947 | 70,947 | — | $311.31万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $309.11万 | 0.02% | 34,403 | 24,395 | 243.8% | $219.19万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $308.68万 | 0.02% | 58,033 | 781 | 1.4% | $4.15万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $307.80万 | 0.02% | 52,887 | 52,887 | — | $307.80万 | 新建仓 |
| OUSM | ALPS ETF TR | $307.16万 | 0.02% | 64,638 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $304.67万 | 0.02% | 6,154 | 17 | 0.3% | $8,416 | 加仓 |
| IJK | ISHARES TR | $304.25万 | 0.02% | 25,894 | 2,789 | 12.1% | $32.77万 | 加仓 |
| IBTH | ISHARES TR | $299.17万 | 0.02% | 133,738 | 4,277 | 3.3% | $9.57万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $296.88万 | 0.02% | 80,761 | 35,271 | 77.5% | $129.66万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $296.65万 | 0.02% | 95,387 | 791 | 0.8% | $2.46万 | 加仓 |
| IGV | ISHARES TR | $295.36万 | 0.02% | 32,601 | 1,384 | 4.4% | $12.54万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $294.91万 | 0.02% | 15,921 | 9,038 | 131.3% | $167.41万 | 加仓 |
| GDX | VANECK ETF TRUST | $293.80万 | 0.02% | 38,939 | 20,263 | 108.5% | $152.89万 | 加仓 |
| ITA | ISHARES TR | $293.02万 | 0.02% | 12,087 | 4,064 | 50.7% | $98.52万 | 加仓 |
| — | LORD ABBETT INVT TR | $291.48万 | 0.02% | 761,056 | 761,056 | — | $291.48万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $288.57万 | 0.02% | 12,886 | 5,307 | 70.0% | $118.85万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $287.69万 | 0.02% | 19,894 | 3,707 | 22.9% | $53.61万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $287.36万 | 0.02% | 22,483 | 1,740 | 8.4% | $22.24万 | 加仓 |
| DE | DEERE & CO | $287.35万 | 0.02% | 4,530 | 2,620 | 137.2% | $166.20万 | 加仓 |
| — | SPDR INDEX SHS FDS | $284.42万 | 0.02% | 35,593 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR ROUNDHILL BALL METAVERSE ETF | $282.14万 | 0.02% | 152,924 | 152,924 | — | $282.14万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $278.83万 | 0.02% | 58,443 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $277.12万 | 0.02% | 17,470 | 15,761 | 922.2% | $250.01万 | 重新持有 |
| EWJ | ISHARES INC | $276.95万 | 0.02% | 29,694 | 26,153 | 738.6% | $243.92万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $276.93万 | 0.02% | 6,419 | 627 | 10.8% | $27.05万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $275.71万 | 0.02% | 8,140 | 21 | 0.3% | $7,113 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $274.98万 | 0.02% | 8,213 | 7,318 | 817.7% | $245.01万 | 加仓 |
| XAR | SPDR SERIES TRUST | $273.76万 | 0.02% | 9,646 | 9,646 | — | $273.76万 | 新建仓 |
| TJX | TJX COS INC NEW | $273.05万 | 0.02% | 18,023 | 5,522 | 44.2% | $83.66万 | 加仓 |
| — | INTREPID INCOME INSTITUT IONAL | $270.56万 | 0.01% | 303,664 | 303,664 | — | $270.56万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $269.55万 | 0.01% | 15,010 | 10,111 | 206.4% | $181.58万 | 加仓 |
| FAST | FASTENAL CO | $269.11万 | 0.01% | 56,028 | 3,360 | 6.4% | $16.14万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $268.82万 | 0.01% | 37,191 | -1,123 | -2.9% | -$8.12万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $267.34万 | 0.01% | 43,978 | 15,385 | 53.8% | $93.52万 | 加仓 |
| WM | WASTE MGMT INC DEL | $260.21万 | 0.01% | 11,674 | 4,404 | 60.6% | $98.16万 | 加仓 |
| IDXX | IDEXX LABS INC | $260.11万 | 0.01% | 4,941 | 1,545 | 45.5% | $81.34万 | 加仓 |
| ISHG | ISHARES TR | $257.04万 | 0.01% | 34,621 | -1,855 | -5.1% | -$13.77万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $253.68万 | 0.01% | 59,958 | -617 | -1.0% | -$2.61万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $249.18万 | 0.01% | 24,878 | 4,554 | 22.4% | $45.61万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $248.99万 | 0.01% | 54,916 | 31,572 | 135.2% | $143.15万 | 加仓 |
| HRL | HORMEL FOODS CORP | $248.67万 | 0.01% | 100,190 | 1,874 | 1.9% | $4.65万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $247.14万 | 0.01% | 19,524 | 544 | 2.9% | $6.89万 | 加仓 |
| DBEF | DBX ETF TR | $247.01万 | 0.01% | 45,216 | 34,152 | 308.7% | $186.57万 | 加仓 |
| — | PIMCO INCOME FUND INSTITUTIONAL CLASS | $245.05万 | 0.01% | 225,648 | 225,648 | — | $245.05万 | 新建仓 |
| EFV | ISHARES TR | $243.07万 | 0.01% | 31,753 | 432 | 1.4% | $3.31万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $242.26万 | 0.01% | 7,701 | 2,069 | 36.7% | $65.09万 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $241.64万 | 0.01% | 79,329 | 0 | 0.0% | — | 不变 |
| — | FIDELITY INSTITUTIONAL MONEY MARKET FUNDS TREASURY ONLY PORTFOLIO CLASS I | $241.20万 | 0.01% | 2,411,968 | 2,411,968 | — | $241.20万 | 新建仓 |
| ATRO | ASTRONICS CORP | $239.18万 | 0.01% | 29,434 | 0 | 0.0% | — | 不变 |
| PXF | INVESCO EXCH TRADED FD TR II | $238.98万 | 0.01% | 31,595 | -1,876 | -5.6% | -$14.19万 | 减仓 |
| DHR | DANAHER CORP DEL | $238.21万 | 0.01% | 12,506 | 6,481 | 107.6% | $123.45万 | 加仓 |
| HON | HONEYWELL INTL INC | $237.64万 | 0.01% | 10,614 | -4,332 | -29.0% | -$96.99万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $237.48万 | 0.01% | 4,663 | 288 | 6.6% | $14.67万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $237.44万 | 0.01% | 28,583 | 19,135 | 202.5% | $158.96万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $235.86万 | 0.01% | 7,785 | 5,822 | 296.6% | $176.39万 | 加仓 |
| OKE | ONEOK INC NEW | $234.75万 | 0.01% | 27,002 | 631 | 2.4% | $5.49万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $234.43万 | 0.01% | 10,604 | 10,604 | — | $234.43万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $234.36万 | 0.01% | 40,673 | 3,506 | 9.4% | $20.20万 | 加仓 |
| — | SCHWAB S&P 500 INDEX FD | $234.04万 | 0.01% | 121,138 | 121,138 | — | $234.04万 | 新建仓 |
| JSMD | JANUS DETROIT STR TR | $233.80万 | 0.01% | 23,094 | -1,627 | -6.6% | -$16.47万 | 减仓 |
| IJS | ISHARES TR | $231.92万 | 0.01% | 16,968 | 972 | 6.1% | $13.29万 | 加仓 |
| DON | WISDOMTREE TR | $231.73万 | 0.01% | 40,999 | -308 | -0.7% | -$1.74万 | 减仓 |
| — | SIFCO INDS INC | $229.43万 | 0.01% | 98,049 | 0 | 0.0% | — | 不变 |