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 |
|---|---|---|---|---|---|---|---|---|
| AIQ | GLOBAL X FDS | $106.05万 | 0.01% | 22,724 | 192 | 0.9% | $8,961 | 加仓 |
| TFC | TRUIST FINL CORP | $105.99万 | 0.01% | 23,056 | -9,281 | -28.7% | -$42.66万 | 减仓 |
| VDE | VANGUARD WORLD FD | $104.23万 | 0.01% | 6,024 | 700 | 13.1% | $12.11万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $103.89万 | 0.01% | 9,253 | 337 | 3.8% | $3.78万 | 加仓 |
| CMI | CUMMINS INC | $103.12万 | 0.01% | 1,917 | -30 | -1.5% | -$1.61万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $102.98万 | 0.01% | 21,046 | 3,350 | 18.9% | $16.39万 | 加仓 |
| MTB | M & T BK CORP | $102.85万 | 0.01% | 4,975 | 721 | 16.9% | $14.90万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $101.04万 | 0.01% | 43,516 | -38,209 | -46.8% | -$88.72万 | 减仓 |
| HSY | HERSHEY CO | $100.84万 | 0.01% | 4,851 | -713 | -12.8% | -$14.82万 | 减仓 |
| BCI | ABRDN ETFS | $100.58万 | 0.01% | 41,406 | 16,827 | 68.5% | $40.87万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $98.28万 | 0.01% | 3,417 | -23 | -0.7% | -$6,615 | 减仓 |
| NKE | NIKE INC | $97.27万 | 0.01% | 18,412 | -4,824 | -20.8% | -$25.49万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $95.84万 | 0.01% | 40,525 | 607 | 1.5% | $1.44万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $95.56万 | 0.01% | 11,306 | 783 | 7.4% | $6.62万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $95.06万 | 0.01% | 5,792 | -1,661 | -22.3% | -$27.26万 | 减仓 |
| PAVE | GLOBAL X FDS | $95.04万 | 0.01% | 18,706 | -8,133 | -30.3% | -$41.32万 | 减仓 |
| ITM | VANECK ETF TRUST | $93.59万 | 0.01% | 20,157 | 4,700 | 30.4% | $21.82万 | 加仓 |
| DOW | DOW HLDGS INC | $92.53万 | 0.01% | 22,216 | -2,172 | -8.9% | -$9.05万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $92.44万 | 0.01% | 76,647 | 184 | 0.2% | $2,219 | 加仓 |
| NVS | NOVARTIS AG | $92.18万 | 0.01% | 6,035 | -221 | -3.5% | -$3.38万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $91.91万 | 0.01% | 3,393 | -476 | -12.3% | -$12.89万 | 减仓 |
| URI | UNITED RENTALS INC | $91.88万 | 0.01% | 1,261 | -410 | -24.5% | -$29.87万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $91.65万 | 0.01% | 5,829 | -521 | -8.2% | -$8.19万 | 减仓 |
| WELL | WELLTOWER INC | $91.58万 | 0.01% | 4,632 | -788 | -14.5% | -$15.58万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $91.22万 | 0.01% | 10,088 | -799 | -7.3% | -$7.22万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $90.87万 | 0.01% | 26,302 | -81 | -0.3% | -$2,799 | 减仓 |
| ZTS | ZOETIS INC | $90.86万 | 0.01% | 7,687 | 90 | 1.2% | $1.06万 | 加仓 |
| EFAV | ISHARES TR | $89.21万 | 0.01% | 9,764 | 0 | 0.0% | — | 不变 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $88.99万 | 0.01% | 7,722 | 7,722 | — | $88.99万 | 新建仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $88.88万 | 0.01% | 17,606 | 56 | 0.3% | $2,827 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $88.28万 | 0.01% | 4,899 | -1,028 | -17.3% | -$18.52万 | 减仓 |
| ACWX | ISHARES TR | $87.53万 | 0.01% | 12,784 | 0 | 0.0% | — | 不变 |
| CX | CEMEX SA EURO MTN BE 144A | $87.51万 | 0.01% | 76,498 | -13,593 | -15.1% | -$15.55万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $87.43万 | 0.01% | 14,875 | -2,152 | -12.6% | -$12.65万 | 减仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $87.09万 | 0.01% | 102,215 | 101,185 | 9,823.8% | $86.21万 | 重新持有 |
| WPC | WP CAREY INC | $86.65万 | 0.01% | 12,750 | 692 | 5.7% | $4.70万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $86.32万 | 0.01% | 31,435 | -29,676 | -48.6% | -$81.49万 | 减仓 |
| MDT | MEDTRONIC PLC | $86.02万 | 0.01% | 9,927 | -1,607 | -13.9% | -$13.92万 | 减仓 |
| AGX | ARGAN INC | $86.00万 | 0.01% | 1,579 | 1,578 | 157,800.0% | $85.95万 | 重新持有 |
| EL | LAUDER ESTEE COS INC | $85.64万 | 0.01% | 11,933 | -1,611 | -11.9% | -$11.56万 | 减仓 |
| — | CATALYST PHARMACEUTICALS INC | $85.07万 | 0.01% | 34,359 | -2,801 | -7.5% | -$6.94万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $84.71万 | 0.01% | 21,477 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $84.55万 | 0.01% | 6,675 | -777 | -10.4% | -$9.84万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $84.33万 | 0.01% | 10,531 | -4,807 | -31.3% | -$38.49万 | 减仓 |
| COP | CONOCOPHILLIPS | $83.84万 | 0.01% | 6,352 | -4,258 | -40.1% | -$56.20万 | 减仓 |
| BN | BROOKFIELD CORP | $83.43万 | 0.01% | 20,615 | 2,866 | 16.1% | $11.60万 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $82.37万 | 0.01% | 147,092 | 145,896 | 12,198.7% | $81.70万 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $82.14万 | 0.01% | 23,442 | -3,903 | -14.3% | -$13.68万 | 减仓 |
| MTUM | ISHARES TR | $82.03万 | 0.01% | 3,418 | -1,609 | -32.0% | -$38.61万 | 减仓 |
| IDEV | ISHARES TR | $81.93万 | 0.01% | 9,804 | -1,430 | -12.7% | -$11.95万 | 减仓 |
| TLT | ISHARES TR | $81.93万 | 0.01% | 9,451 | 83 | 0.9% | $7,195 | 加仓 |
| IBDS | ISHARES TR | $81.80万 | 0.01% | 33,745 | 0 | 0.0% | — | 不变 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $79.12万 | 0.01% | 16,805 | -196 | -1.2% | -$9,228 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $78.63万 | 0.01% | 6,267 | -1,346 | -17.7% | -$16.89万 | 减仓 |
| YUM | YUM BRANDS INC | $78.01万 | 0.01% | 5,017 | -714 | -12.5% | -$11.10万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $77.77万 | 0.01% | 11,030 | 1,115 | 11.2% | $7.86万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $77.72万 | 0.01% | 6,799 | -85 | -1.2% | -$9,717 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $77.45万 | 0.01% | 9,448 | 961 | 11.3% | $7.88万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $77.17万 | 0.01% | 2,892 | -363 | -11.2% | -$9.69万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $76.80万 | 0.01% | 9,898 | 9,898 | — | $76.80万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $76.51万 | 0.01% | 7,971 | -1,857 | -18.9% | -$17.83万 | 减仓 |
| MCK | MCKESSON CORP | $76.40万 | 0.01% | 883 | -966 | -52.2% | -$83.58万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $76.23万 | 0.01% | 10,423 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $76.22万 | 0.01% | 3,865 | 3,865 | — | $76.22万 | 新建仓 |
| NOW | SERVICENOW INC | $76.16万 | 0.01% | 7,285 | -8,944 | -55.1% | -$93.50万 | 减仓 |
| IYE | ISHARES TR | $75.75万 | 0.01% | 11,694 | 4,438 | 61.2% | $28.75万 | 加仓 |
| INTU | INTUIT | $75.49万 | 0.01% | 1,746 | -2,773 | -61.4% | -$119.90万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $75.44万 | 0.01% | 1,698 | -958 | -36.1% | -$42.56万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $75.18万 | 0.01% | 1,846 | 1,788 | 3,082.8% | $72.82万 | 重新持有 |
| — | ISHARES ETHEREUM TR | $74.40万 | 0.01% | 46,997 | -3 | -0.0% | -$47 | 减仓 |
| MLPX | GLOBAL X FDS | $73.79万 | 0.01% | 9,980 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC | $73.76万 | 0.01% | 30,824 | 29,907 | 3,261.4% | $71.57万 | 重新持有 |
| CTAS | CINTAS CORP | $73.75万 | 0.01% | 4,360 | -1,722 | -28.3% | -$29.13万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $73.74万 | 0.01% | 5,058 | 1,167 | 30.0% | $17.01万 | 加仓 |
| IBTI | ISHARES TR | $72.91万 | 0.01% | 32,718 | 16,529 | 102.1% | $36.83万 | 加仓 |
| TQQQ | PROSHARES TR | $72.50万 | 0.01% | 17,394 | -3,409 | -16.4% | -$14.21万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $72.47万 | 0.01% | 17,636 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $72.38万 | 0.01% | 6,442 | -3,058 | -32.2% | -$34.36万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $72.20万 | 0.01% | 623 | 339 | 119.4% | $39.29万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $72.15万 | 0.01% | 3,452 | 1,066 | 44.7% | $22.28万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $72.10万 | 0.01% | 1,519 | -462 | -23.3% | -$21.93万 | 减仓 |
| — | AUTHID INC | $71.97万 | 0.01% | 553,604 | 10,845 | 2.0% | $1.41万 | 加仓 |
| SCZ | ISHARES TR | $71.92万 | 0.01% | 9,172 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES INC | $71.31万 | 0.01% | 3,961 | 43 | 1.1% | $7,741 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $71.31万 | 0.01% | 16,885 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $70.55万 | 0.01% | 5,587 | 913 | 19.5% | $11.53万 | 加仓 |
| BBHL | BBH TR | $70.32万 | 0.01% | 46,816 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $70.17万 | 0.01% | 9,923 | -3,243 | -24.6% | -$22.93万 | 减仓 |
| ACWV | ISHARES INC | $69.50万 | 0.01% | 5,816 | -286 | -4.7% | -$3.42万 | 减仓 |
| GIS | GENERAL MILLS INC | $69.03万 | 0.01% | 18,545 | 1,809 | 10.8% | $6.73万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $68.52万 | 0.01% | 19,284 | -18,309 | -48.7% | -$65.05万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $68.32万 | 0.01% | 5,950 | -925 | -13.5% | -$10.62万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $67.79万 | 0.01% | 6,890 | -654 | -8.7% | -$6.43万 | 减仓 |
| DDS | DILLARDS INC | $67.68万 | 0.01% | 1,183 | -10 | -0.8% | -$5,721 | 减仓 |
| IWY | ISHARES TR | $66.43万 | 0.01% | 2,670 | 593 | 28.6% | $14.75万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $66.39万 | 0.01% | 16,487 | -2,918 | -15.0% | -$11.75万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $66.00万 | 0.01% | 9,197 | -619 | -6.3% | -$4.44万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $65.80万 | 0.01% | 6,821 | -1,592 | -18.9% | -$15.36万 | 减仓 |
| LDRX | RBB FD INC | $65.67万 | 0.01% | 21,420 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO EXCH TRADED FD TR II | $65.57万 | 0.01% | 13,218 | -354 | -2.6% | -$1.76万 | 减仓 |