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 |
|---|---|---|---|---|---|---|---|---|
| DTE | DTE ENERGY CO | $45.40万 | 0.00% | 3,105 | -1,940 | -38.5% | -$28.37万 | 减仓 |
| — | EAGLE FINL SVCS INC | $45.03万 | 0.00% | 12,873 | 3,132 | 32.2% | $10.96万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $45.01万 | 0.00% | 23,493 | 15,730 | 202.6% | $30.14万 | 重新持有 |
| RRX | REGAL REXNORD CORPORATION | $44.70万 | 0.00% | 2,387 | -267 | -10.1% | -$5.00万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $44.68万 | 0.00% | 3,412 | -2,812 | -45.2% | -$36.82万 | 减仓 |
| ENB | ENBRIDGE INC | $44.68万 | 0.00% | 8,252 | -1,830 | -18.2% | -$9.91万 | 减仓 |
| IXN | ISHARES TR | $44.55万 | 0.00% | 4,456 | 0 | 0.0% | — | 不变 |
| FVCB | FVCBANKCORP INC | $44.51万 | 0.00% | 29,302 | 27,488 | 1,515.3% | $41.75万 | 重新持有 |
| IYM | ISHARES TR | $44.38万 | 0.00% | 2,523 | -43 | -1.7% | -$7,565 | 减仓 |
| ILCG | ISHARES TR | $44.24万 | 0.00% | 4,633 | -14 | -0.3% | -$1,337 | 减仓 |
| IYY | ISHARES TR | $44.14万 | 0.00% | 2,786 | -619 | -18.2% | -$9.81万 | 减仓 |
| IGM | ISHARES TR | $44.01万 | 0.00% | 3,714 | -4,163 | -52.9% | -$49.34万 | 减仓 |
| IRM | IRON MTN INC DEL | $43.76万 | 0.00% | 4,284 | 3,460 | 419.9% | $35.34万 | 重新持有 |
| SRE | SEMPRA | $43.68万 | 0.00% | 4,495 | -1,907 | -29.8% | -$18.53万 | 减仓 |
| EZM | WISDOMTREE TR | $43.38万 | 0.00% | 6,454 | -70 | -1.1% | -$4,705 | 减仓 |
| IEUR | ISHARES TR | $43.32万 | 0.00% | 6,165 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $43.24万 | 0.00% | 4,634 | -3,931 | -45.9% | -$36.68万 | 减仓 |
| FNB | F N B CORP | $43.11万 | 0.00% | 25,783 | 5,276 | 25.7% | $8.82万 | 加仓 |
| — | HASHDEX NASDAQ CME CRYPTO | $42.83万 | 0.00% | 24,860 | 24,860 | — | $42.83万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $42.71万 | 0.00% | 6,001 | -3,850 | -39.1% | -$27.40万 | 减仓 |
| MKL | MARKEL GROUP INC | $42.68万 | 0.00% | 223 | -27 | -10.8% | -$5.17万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $42.64万 | 0.00% | 25,671 | -1,644 | -6.0% | -$2.73万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $42.48万 | 0.00% | 4,241 | 736 | 21.0% | $7.37万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $42.22万 | 0.00% | 5,804 | -661 | -10.2% | -$4.81万 | 减仓 |
| — | VANGUARD NY TAX FREE FDS | $42.20万 | 0.00% | 4,119 | 2,026 | 96.8% | $20.76万 | 加仓 |
| — | CODERE ONLINE LUXEMBOURG S A | $42.05万 | 0.00% | 50,000 | 50,000 | — | $42.05万 | 新建仓 |
| FNV | FRANCO NEV CORP | $41.90万 | 0.00% | 1,696 | 1,347 | 386.0% | $33.28万 | 重新持有 |
| EIS | ISHARES INC | $41.89万 | 0.00% | 3,610 | 3,445 | 2,087.9% | $39.98万 | 重新持有 |
| SONY | SONY GROUP CORP | $41.84万 | 0.00% | 20,212 | 6,807 | 50.8% | $14.09万 | 加仓 |
| GRNY | TIDAL TRUST I | $41.75万 | 0.00% | 17,491 | -820 | -4.5% | -$1.96万 | 减仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $41.71万 | 0.00% | 4,434 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $41.61万 | 0.00% | 1,560 | -2,540 | -62.0% | -$67.74万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $41.28万 | 0.00% | 6,351 | -4,180 | -39.7% | -$27.17万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $41.20万 | 0.00% | 2,093 | -427 | -16.9% | -$8.41万 | 减仓 |
| PL | PLANET LABS PBC | $41.06万 | 0.00% | 14,689 | 14,689 | — | $41.06万 | 新建仓 |
| IDA | IDACORP INC | $41.05万 | 0.00% | 2,871 | 229 | 8.7% | $3.27万 | 加仓 |
| GWW | WW GRAINGER INC | $40.91万 | 0.00% | 375 | -270 | -41.9% | -$29.45万 | 减仓 |
| AME | AMETEK INC | $40.89万 | 0.00% | 1,908 | -1,199 | -38.6% | -$25.70万 | 减仓 |
| XYZ | BLOCK INC | $40.80万 | 0.00% | 6,780 | 1,344 | 24.7% | $8.09万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $40.78万 | 0.00% | 1,994 | 581 | 41.1% | $11.88万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $40.42万 | 0.00% | 17,027 | 6,751 | 65.7% | $16.03万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $40.27万 | 0.00% | 1,419 | -452 | -24.2% | -$12.83万 | 减仓 |
| WY | WEYERHAEUSER CO | $40.24万 | 0.00% | 16,470 | -403 | -2.4% | -$9,845 | 减仓 |
| RDDT | REDDIT INC | $40.21万 | 0.00% | 2,986 | 624 | 26.4% | $8.40万 | 加仓 |
| MTRN | MATERION CORP | $40.00万 | 0.00% | 2,765 | -454 | -14.1% | -$6.57万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $39.97万 | 0.00% | 895 | -930 | -51.0% | -$41.53万 | 减仓 |
| ROST | ROSS STORES INC | $39.84万 | 0.00% | 1,839 | -912 | -33.2% | -$19.76万 | 减仓 |
| CACI | CACI INTL INC | $39.21万 | 0.00% | 721 | -700 | -49.3% | -$38.07万 | 减仓 |
| EPP | ISHARES INC | $39.00万 | 0.00% | 7,339 | 4,539 | 162.1% | $24.12万 | 重新持有 |
| NET | CLOUDFLARE INC | $38.83万 | 0.00% | 1,882 | 188 | 11.1% | $3.88万 | 加仓 |
| URNM | SPROTT FDS TR | $38.79万 | 0.00% | 6,142 | -1,513 | -19.8% | -$9.55万 | 减仓 |
| EVR | EVERCORE INC | $38.78万 | 0.00% | 1,299 | -158 | -10.8% | -$4.72万 | 减仓 |
| VOX | VANGUARD WORLD FD | $38.77万 | 0.00% | 2,156 | 5 | 0.2% | $899 | 加仓 |
| UI | UBIQUITI INC | $38.72万 | 0.00% | 490 | -16 | -3.2% | -$1.26万 | 减仓 |
| TOL | TOLL BROTHERS INC | $38.55万 | 0.00% | 2,825 | -804 | -22.2% | -$10.97万 | 减仓 |
| MSCI | MSCI INC | $38.51万 | 0.00% | 714 | -390 | -35.3% | -$21.04万 | 减仓 |
| — | ADVISORSHARES TR | $38.43万 | 0.00% | 3,022 | 1,091 | 56.5% | $13.87万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $38.23万 | 0.00% | 2,641 | -4,592 | -63.5% | -$66.48万 | 减仓 |
| AEE | AMEREN CORP | $38.04万 | 0.00% | 3,461 | -583 | -14.4% | -$6.41万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $37.89万 | 0.00% | 1,619 | -894 | -35.6% | -$20.92万 | 减仓 |
| RIO | RIO TINTO PLC | $37.64万 | 0.00% | 4,035 | 3,091 | 327.4% | $28.83万 | 重新持有 |
| AXON | AXON ENTERPRISE INC | $37.59万 | 0.00% | 885 | 90 | 11.3% | $3.82万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $37.29万 | 0.00% | 1,089 | 904 | 488.6% | $30.95万 | 重新持有 |
| GILD | GILEAD SCIENCES INC | $37.26万 | 0.00% | 2,674 | -6,255 | -70.1% | -$87.17万 | 减仓 |
| IYR | ISHARES TR | $37.26万 | 0.00% | 3,940 | -489 | -11.0% | -$4.62万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $36.87万 | 0.00% | 3,774 | -1,456 | -27.8% | -$14.22万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $36.79万 | 0.00% | 3,764 | -408 | -9.8% | -$3.99万 | 减仓 |
| GM | GENERAL MTRS CO | $36.78万 | 0.00% | 4,937 | -6,685 | -57.5% | -$49.80万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $36.69万 | 0.00% | 1,872 | -1,993 | -51.6% | -$39.06万 | 减仓 |
| SLRC | SLR INVESTMENT CORP | $36.61万 | 0.00% | 25,584 | 500 | 2.0% | $7,155 | 加仓 |
| MWA | MUELLER WTR PRODS INC | $36.58万 | 0.00% | 13,307 | 1,435 | 12.1% | $3.94万 | 加仓 |
| WRB | BERKLEY W R CORP | $36.51万 | 0.00% | 5,509 | -1,115 | -16.8% | -$7.39万 | 减仓 |
| ACNB | ACNB CORP | $36.46万 | 0.00% | 7,617 | 7,617 | — | $36.46万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $36.24万 | 0.00% | 4,477 | -2,599 | -36.7% | -$21.04万 | 减仓 |
| VCR | VANGUARD WORLD FD | $36.21万 | 0.00% | 1,009 | 448 | 79.9% | $16.08万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $36.18万 | 0.00% | 5,765 | -7,894 | -57.8% | -$49.54万 | 减仓 |
| HPQ | HP INC | $36.06万 | 0.00% | 18,759 | -9,962 | -34.7% | -$19.15万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $35.73万 | 0.00% | 7,148 | -150 | -2.1% | -$7,499 | 减仓 |
| OMC | OMNICOM GROUP INC | $35.67万 | 0.00% | 4,736 | -2,226 | -32.0% | -$16.77万 | 减仓 |
| CTVA | CORTEVA INC | $35.47万 | 0.00% | 4,238 | -4,803 | -53.1% | -$40.20万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $35.12万 | 0.00% | 4,360 | -3,565 | -45.0% | -$28.72万 | 减仓 |
| GVI | ISHARES TR | $35.11万 | 0.00% | 3,291 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $34.68万 | 0.00% | 14,305 | 0 | 0.0% | — | 不变 |
| GEM | GOLDMAN SACHS ETF TR | $34.67万 | 0.00% | 8,025 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $34.58万 | 0.00% | 1,980 | -858 | -30.2% | -$14.98万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $34.50万 | 0.00% | 19,148 | 9,300 | 94.4% | $16.76万 | 重新持有 |
| MSI | MOTOROLA SOLUTIONS INC | $33.96万 | 0.00% | 783 | -853 | -52.1% | -$37.00万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $33.94万 | 0.00% | 3,637 | -1,828 | -33.4% | -$17.06万 | 减仓 |
| GH | GUARDANT HEALTH INC | $33.76万 | 0.00% | 3,655 | -231 | -5.9% | -$2.13万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $33.61万 | 0.00% | 6,617 | 52 | 0.8% | $2,642 | 加仓 |
| KKR | KKR & CO INC | $33.58万 | 0.00% | 3,630 | -3,705 | -50.5% | -$34.28万 | 减仓 |
| ICUI | ICU MED INC | $33.46万 | 0.00% | 2,591 | -245 | -8.6% | -$3.16万 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $33.29万 | 0.00% | 13,064 | -1,606 | -10.9% | -$4.09万 | 减仓 |
| CLOZ | SERIES PORTFOLIOS TR | $33.15万 | 0.00% | 12,922 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $32.95万 | 0.00% | 1,908 | -517 | -21.3% | -$8.93万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $32.93万 | 0.00% | 13,546 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE TR | $32.91万 | 0.00% | 4,038 | 2 | 0.0% | $163 | 加仓 |
| VMC | VULCAN MATLS CO | $32.70万 | 0.00% | 1,201 | -566 | -32.0% | -$15.41万 | 减仓 |
| APPN | APPIAN CORP | $32.55万 | 0.00% | 13,500 | 12,500 | 1,250.0% | $30.14万 | 重新持有 |
| SPTL | SPDR SERIES TRUST | $32.24万 | 0.00% | 12,257 | 429 | 3.6% | $1.13万 | 加仓 |