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 |
|---|---|---|---|---|---|---|---|---|
| IQLT | ISHARES TR | $225.13万 | 0.01% | 45,435 | 175 | 0.4% | $8,671 | 加仓 |
| MMM | 3M CO | $225.13万 | 0.01% | 13,905 | 1,154 | 9.1% | $18.68万 | 加仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $225.02万 | 0.01% | 38,796 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $219.15万 | 0.01% | 12,900 | 1,498 | 13.1% | $25.45万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $216.17万 | 0.01% | 47,488 | 2,737 | 6.1% | $12.46万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $215.77万 | 0.01% | 50,449 | -1,856 | -3.5% | -$7.94万 | 减仓 |
| LIN | LINDE PLC | $214.21万 | 0.01% | 4,128 | -51 | -1.2% | -$2.65万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $210.91万 | 0.01% | 5,304 | 4,038 | 319.0% | $160.57万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $210.83万 | 0.01% | 19,832 | -26 | -0.1% | -$2,764 | 减仓 |
| ADI | ANALOG DEVICES INC | $208.40万 | 0.01% | 5,247 | 959 | 22.4% | $38.09万 | 加仓 |
| KKR | KKR & CO INC | $208.12万 | 0.01% | 22,676 | 19,046 | 524.7% | $174.80万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $204.03万 | 0.01% | 33,197 | 22,595 | 213.1% | $138.87万 | 加仓 |
| VSEC | VSE CORP | $203.87万 | 0.01% | 8,922 | -4 | -0.0% | -$914 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $203.03万 | 0.01% | 7,506 | 2,572 | 52.1% | $69.57万 | 加仓 |
| VIS | VANGUARD WORLD FD | $202.83万 | 0.01% | 5,628 | 174 | 3.2% | $6.27万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $202.25万 | 0.01% | 32,293 | 32,293 | — | $202.25万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $199.93万 | 0.01% | 1,565 | 575 | 58.1% | $73.46万 | 加仓 |
| TXN | TEXAS INSTRS INC | $198.13万 | 0.01% | 6,647 | 433 | 7.0% | $12.91万 | 加仓 |
| — | MONEY MARKET POOL | $197.18万 | 0.01% | 1,593,484 | 1,593,484 | — | $197.18万 | 新建仓 |
| CVS | CVS HEALTH CORP | $196.72万 | 0.01% | 19,016 | 2,422 | 14.6% | $25.06万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $194.57万 | 0.01% | 14,222 | -737 | -4.9% | -$10.08万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $194.56万 | 0.01% | 20,512 | -36 | -0.2% | -$3,415 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES | $194.16万 | 0.01% | 26,840 | -96 | -0.4% | -$6,945 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $190.84万 | 0.01% | 5,388 | 1,854 | 52.5% | $65.67万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $190.55万 | 0.01% | 16,248 | 3,550 | 28.0% | $41.63万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $190.28万 | 0.01% | 37,628 | -16,540 | -30.5% | -$83.64万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $190.27万 | 0.01% | 8,680 | 2,018 | 30.3% | $44.24万 | 加仓 |
| FDX | FEDEX CORP | $189.33万 | 0.01% | 6,046 | 1,919 | 46.5% | $60.09万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $188.82万 | 0.01% | 11,051 | 11,051 | — | $188.82万 | 新建仓 |
| MSTR | STRATEGY INC | $188.77万 | 0.01% | 21,715 | 20,001 | 1,166.9% | $173.87万 | 重新持有 |
| BNDX | VANGUARD CHARLOTTE FDS | $187.98万 | 0.01% | 38,816 | 14,459 | 59.4% | $70.02万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $185.24万 | 0.01% | 35,109 | 14,063 | 66.8% | $74.20万 | 加仓 |
| VLO | VALERO ENERGY CORP | $183.78万 | 0.01% | 7,057 | 1,354 | 23.7% | $35.26万 | 加仓 |
| GENI | GENIUS SPORTS LTD | $182.16万 | 0.01% | 300,600 | 300,600 | — | $182.16万 | 新建仓 |
| TILT | FLEXSHARES TR | $181.99万 | 0.01% | 6,592 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $181.46万 | 0.01% | 5,496 | 763 | 16.1% | $25.19万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $180.49万 | 0.01% | 37,798 | 0 | 0.0% | — | 不变 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $177.54万 | 0.01% | 18,008 | 6,702 | 59.3% | $66.08万 | 加仓 |
| NYF | ISHARES TR | $177.50万 | 0.01% | 32,929 | 3,030 | 10.1% | $16.33万 | 加仓 |
| EMR | EMERSON ELEC CO | $177.27万 | 0.01% | 12,383 | 3,152 | 34.1% | $45.12万 | 加仓 |
| — | SHORT TERM INCOME POOL | $176.86万 | 0.01% | 140,479 | 140,479 | — | $176.86万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $176.62万 | 0.01% | 76,361 | 32,845 | 75.5% | $75.97万 | 加仓 |
| — | PRIMECAP ODYSSEY AGGRESSIVE GROWTH FUND | $175.20万 | 0.01% | 26,686 | 26,686 | — | $175.20万 | 新建仓 |
| USB | US BANCORP | $174.05万 | 0.01% | 28,816 | 2,327 | 8.8% | $14.06万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $173.78万 | 0.01% | 5,047 | 291 | 6.1% | $10.02万 | 加仓 |
| IJT | ISHARES TR | $173.05万 | 0.01% | 9,690 | -929 | -8.7% | -$16.59万 | 减仓 |
| IGSB | ISHARES TR | $172.87万 | 0.01% | 32,983 | 32,983 | — | $172.87万 | 新建仓 |
| SHEL | SHELL PLC | $172.60万 | 0.01% | 22,259 | 925 | 4.3% | $7.17万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $169.81万 | 0.01% | 9,527 | 6,277 | 193.1% | $111.88万 | 加仓 |
| AIQ | GLOBAL X FDS | $169.64万 | 0.01% | 25,855 | 3,131 | 13.8% | $20.54万 | 加仓 |
| — | JANUS HENDERSON (FORTY I) | $168.67万 | 0.01% | 26,768 | 26,768 | — | $168.67万 | 新建仓 |
| ECL | ECOLAB INC | $168.39万 | 0.01% | 6,044 | 288 | 5.0% | $8.02万 | 加仓 |
| BOTZ | GLOBAL X FDS | $168.07万 | 0.01% | 44,298 | 3,780 | 9.3% | $14.34万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $167.87万 | 0.01% | 9,744 | -160 | -1.6% | -$2.76万 | 减仓 |
| PSX | PHILLIPS 66 | $167.45万 | 0.01% | 9,905 | 2,368 | 31.4% | $40.03万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $167.44万 | 0.01% | 1,712 | 385 | 29.0% | $37.65万 | 加仓 |
| HEI | HEICO CORP NEW | $166.58万 | 0.01% | 4,676 | 2,981 | 175.9% | $106.20万 | 加仓 |
| DVYE | ISHARES INC | $166.49万 | 0.01% | 51,658 | 0 | 0.0% | — | 不变 |
| RH | RH COM NPV | $166.13万 | 0.01% | 10,085 | 10,085 | — | $166.13万 | 新建仓 |
| SHYD | VANECK ETF TRUST | $165.70万 | 0.01% | 72,357 | -245 | -0.3% | -$5,611 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $163.50万 | 0.01% | 6,640 | -2,543 | -27.7% | -$62.62万 | 减仓 |
| DHI | D R HORTON INC | $161.51万 | 0.01% | 9,916 | 8,443 | 573.2% | $137.52万 | 加仓 |
| CHH | CHOICE HOTELS INTL INC | $161.38万 | 0.01% | 14,635 | -535 | -3.5% | -$5.90万 | 减仓 |
| OCUL | OCULAR THERAPEUTIX INC COM | $160.03万 | 0.01% | 162,960 | 162,960 | — | $160.03万 | 新建仓 |
| IUSV | ISHARES TR | $160.02万 | 0.01% | 14,527 | 8,162 | 128.2% | $89.91万 | 加仓 |
| BOXX | EA SERIES TRUST | $157.58万 | 0.01% | 13,458 | -5,899 | -30.5% | -$69.07万 | 减仓 |
| — | STONE RIDGE REINSURANCE RISK PREMIUM INTERVAL FUND | $157.29万 | 0.01% | 25,824 | 25,824 | — | $157.29万 | 新建仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $157.20万 | 0.01% | 199,488 | -3,171 | -1.6% | -$2.50万 | 减仓 |
| NTRA | NATERA INC | $157.06万 | 0.01% | 5,786 | 5,786 | — | $157.06万 | 新建仓 |
| MMS | MAXIMUS INC | $157.03万 | 0.01% | 29,210 | -65 | -0.2% | -$3,494 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $156.96万 | 0.01% | 1,870 | 24 | 1.3% | $2.01万 | 加仓 |
| DOV | DOVER CORP | $156.28万 | 0.01% | 6,968 | -51 | -0.7% | -$1.14万 | 减仓 |
| AFL | AFLAC INC | $154.81万 | 0.01% | 13,203 | 2,904 | 28.2% | $34.05万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $153.65万 | 0.01% | 26,564 | 2,381 | 9.8% | $13.77万 | 加仓 |
| — | STATE STREET HEDGED (INT'L DEVLD EQ IDX K) | $152.61万 | 0.01% | 9,407 | 9,407 | — | $152.61万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $151.81万 | 0.01% | 3,091 | 233 | 8.2% | $11.44万 | 加仓 |
| WELL | WELLTOWER INC | $151.77万 | 0.01% | 6,687 | 2,055 | 44.4% | $46.64万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $150.86万 | 0.01% | 61,451 | 2,652 | 4.5% | $6.51万 | 加仓 |
| IDEV | ISHARES TR | $150.85万 | 0.01% | 16,948 | 7,144 | 72.9% | $63.59万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $150.65万 | 0.01% | 15,696 | 9,429 | 150.5% | $90.50万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $149.72万 | 0.01% | 13,533 | 1,941 | 16.7% | $21.47万 | 加仓 |
| MPC | MARATHON PETE CORP | $149.48万 | 0.01% | 5,847 | -373 | -6.0% | -$9.54万 | 减仓 |
| ALL | ALLSTATE CORP | $147.73万 | 0.01% | 6,209 | 601 | 10.7% | $14.30万 | 加仓 |
| KBE | SPDR SERIES TRUST | $146.84万 | 0.01% | 21,525 | 21,525 | — | $146.84万 | 新建仓 |
| MCK | MCKESSON CORP | $145.03万 | 0.01% | 1,919 | 1,036 | 117.3% | $78.29万 | 加仓 |
| VHT | VANGUARD WORLD FD | $144.37万 | 0.01% | 4,828 | 582 | 13.7% | $17.40万 | 加仓 |
| SPGI | S&P GLOBAL INC | $143.13万 | 0.01% | 3,514 | 2,852 | 430.8% | $116.17万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $142.21万 | 0.01% | 15,443 | -493 | -3.1% | -$4.54万 | 减仓 |
| — | FPA NEW INCOME INC | $141.97万 | 0.01% | 142,973 | 142,973 | — | $141.97万 | 新建仓 |
| IEV | ISHARES TR | $141.53万 | 0.01% | 19,427 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $140.75万 | 0.01% | 1,242 | -19 | -1.5% | -$2.15万 | 减仓 |
| JMSB | JOHN MARSHALL BANCORP INC | $140.25万 | 0.01% | 64,333 | 192 | 0.3% | $4,186 | 加仓 |
| ICF | ISHARES TR | $139.55万 | 0.01% | 20,634 | 10,083 | 95.6% | $68.19万 | 加仓 |
| EPS | WISDOMTREE TR | $138.29万 | 0.01% | 17,778 | 17,778 | — | $138.29万 | 新建仓 |
| RL | RALPH LAUREN CORP | $138.29万 | 0.01% | 3,445 | -26 | -0.7% | -$1.04万 | 减仓 |
| CMI | CUMMINS INC | $138.22万 | 0.01% | 1,938 | 21 | 1.1% | $1.50万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $138.10万 | 0.01% | 15,063 | 1,693 | 12.7% | $15.52万 | 加仓 |
| PAYX | PAYCHEX INC | $137.36万 | 0.01% | 13,969 | -41 | -0.3% | -$4,032 | 减仓 |
| TFC | TRUIST FINL CORP | $135.39万 | 0.01% | 27,175 | 4,119 | 17.9% | $20.52万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $134.72万 | 0.01% | 52,729 | 1,508 | 2.9% | $3.85万 | 加仓 |