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 |
|---|---|---|---|---|---|---|---|---|
| GAB | GABELLI EQUITY TR INC | $83.27万 | 0.00% | 147,116 | 24 | 0.0% | $136 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $82.89万 | 0.00% | 68,902 | -7,745 | -10.1% | -$9.32万 | 减仓 |
| IYH | ISHARES TR | $82.75万 | 0.00% | 12,349 | 3,731 | 43.3% | $25.00万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $82.67万 | 0.00% | 25,860 | 12,216 | 89.5% | $39.05万 | 加仓 |
| VFH | VANGUARD WORLD FD | $82.60万 | 0.00% | 6,276 | 912 | 17.0% | $12.00万 | 加仓 |
| — | INCOME INDEX POOL | $81.95万 | 0.00% | 71,385 | 71,385 | — | $81.95万 | 新建仓 |
| IBDS | ISHARES TR | $81.73万 | 0.00% | 33,745 | 0 | 0.0% | — | 不变 |
| XSD | SPDR SERIES TRUST | $81.66万 | 0.00% | 1,309 | 390 | 42.4% | $24.33万 | 加仓 |
| MTRN | MATERION CORP | $81.51万 | 0.00% | 2,741 | -24 | -0.9% | -$7,137 | 减仓 |
| BBHL | BBH TR | $81.46万 | 0.00% | 46,816 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $81.40万 | 0.00% | 11,098 | 5,592 | 101.6% | $41.02万 | 加仓 |
| NTRS | NORTHERN TR CORP | $81.33万 | 0.00% | 4,678 | 2,938 | 168.9% | $51.08万 | 加仓 |
| — | VANGUARD MALVERN FDS | $81.09万 | 0.00% | 10,579 | 10,579 | — | $81.09万 | 新建仓 |
| IWY | ISHARES TR | $81.01万 | 0.00% | 2,788 | 118 | 4.4% | $3.43万 | 加仓 |
| — | VANGUARD GLOBAL (EQUITY INVESTOR CL) | $80.44万 | 0.00% | 19,633 | 19,633 | — | $80.44万 | 新建仓 |
| URTH | ISHARES INC | $80.27万 | 0.00% | 3,961 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST (MRNGSTR GBL WIDE) | $79.62万 | 0.00% | 20,885 | 20,885 | — | $79.62万 | 新建仓 |
| GWX | SPDR INDEX SHS FDS | $79.35万 | 0.00% | 18,132 | 1,247 | 7.4% | $5.46万 | 加仓 |
| RDDT | REDDIT INC | $79.15万 | 0.00% | 4,560 | 1,574 | 52.7% | $27.32万 | 加仓 |
| HYG | ISHARES TR | $78.95万 | 0.00% | 9,872 | 3,574 | 56.7% | $28.58万 | 加仓 |
| FISV | FISERV INC | $78.92万 | 0.00% | 16,090 | 4,803 | 42.6% | $23.56万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $78.91万 | 0.00% | 8,130 | 159 | 2.0% | $1.54万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $78.74万 | 0.00% | 13,654 | 7,409 | 118.6% | $42.73万 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $78.65万 | 0.00% | 36,327 | 13,648 | 60.2% | $29.55万 | 加仓 |
| TGT | TARGET CORP | $77.97万 | 0.00% | 5,970 | 1,391 | 30.4% | $18.17万 | 加仓 |
| — | AMCAP FUND CLASS F3 | $77.96万 | 0.00% | 17,022 | 17,022 | — | $77.96万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $77.74万 | 0.00% | 41,955 | 22,807 | 119.1% | $42.26万 | 加仓 |
| NVO | NOVO-NORDISK A S | $77.69万 | 0.00% | 16,207 | 3,702 | 29.6% | $17.75万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $77.64万 | 0.00% | 583 | -40 | -6.4% | -$5.33万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $77.51万 | 0.00% | 7,061 | 240 | 3.5% | $2.63万 | 加仓 |
| XHB | SPDR SER TR S&P HOMEBUILDERS ETF | $77.45万 | 0.00% | 6,702 | 6,702 | — | $77.45万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $77.30万 | 0.00% | 7,215 | 1,369 | 23.4% | $14.67万 | 加仓 |
| FN | FABRINET | $77.29万 | 0.00% | 1,375 | 388 | 39.3% | $21.81万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $77.01万 | 0.00% | 10,991 | 630 | 6.1% | $4.41万 | 加仓 |
| USMV | ISHARES TR | $76.96万 | 0.00% | 7,978 | 1,014 | 14.6% | $9.78万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $76.56万 | 0.00% | 3,797 | 345 | 10.0% | $6.96万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $76.36万 | 0.00% | 31,631 | -29,247 | -48.0% | -$70.60万 | 减仓 |
| — | CLIFFWATER CORPORATE LENDING FUND CLASS I | $76.18万 | 0.00% | 72,761 | 72,761 | — | $76.18万 | 新建仓 |
| — | AMG PANTHEON FUND CLASS | $76.16万 | 0.00% | 26,048 | 26,048 | — | $76.16万 | 新建仓 |
| STIP | ISHARES TR | $75.83万 | 0.00% | 7,423 | 2,677 | 56.4% | $27.35万 | 加仓 |
| XME | SPDR SERIES TRUST | $75.81万 | 0.00% | 7,089 | 4,623 | 187.5% | $49.44万 | 加仓 |
| — | INVESCO CURRENCYSHARES SWISS | $75.70万 | 0.00% | 6,942 | 6,942 | — | $75.70万 | 新建仓 |
| LDRX | RBB FD INC | $75.63万 | 0.00% | 21,420 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $75.55万 | 0.00% | 1,960 | 1,084 | 123.7% | $41.79万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $75.27万 | 0.00% | 30,583 | -241 | -0.8% | -$5,931 | 减仓 |
| CG | CARLYLE GROUP INC | $75.14万 | 0.00% | 17,843 | 17,843 | — | $75.14万 | 新建仓 |
| WPC | WP CAREY INC | $74.62万 | 0.00% | 10,437 | -2,313 | -18.1% | -$16.54万 | 减仓 |
| AZO | AUTOZONE INC | $74.58万 | 0.00% | 233 | 41 | 21.4% | $13.12万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $74.43万 | 0.00% | 5,094 | 1,682 | 49.3% | $24.58万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $74.03万 | 0.00% | 1,614 | -84 | -4.9% | -$3.85万 | 减仓 |
| — | DFA US LARGE CAP VALUE I | $74.03万 | 0.00% | 11,381 | 11,381 | — | $74.03万 | 新建仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $73.83万 | 0.00% | 10,327 | 3,050 | 41.9% | $21.80万 | 加仓 |
| — | NH MODERATE GROWTH (PORT (FIDELITY FDS)) | $73.82万 | 0.00% | 13,701 | 13,701 | — | $73.82万 | 新建仓 |
| MLPX | GLOBAL X FDS | $73.51万 | 0.00% | 9,980 | 0 | 0.0% | — | 不变 |
| INTF | ISHARES TR | $73.46万 | 0.00% | 17,935 | 4,677 | 35.3% | $19.16万 | 加仓 |
| IBTI | ISHARES TR | $73.44万 | 0.00% | 33,170 | 452 | 1.4% | $1.00万 | 加仓 |
| SYY | SYSCO CORP | $72.99万 | 0.00% | 8,733 | 4,927 | 129.5% | $41.18万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $72.94万 | 0.00% | 8,987 | 4,510 | 100.7% | $36.60万 | 加仓 |
| ITM | VANECK ETF TRUST | $72.63万 | 0.00% | 15,457 | -4,700 | -23.3% | -$22.09万 | 减仓 |
| — | LARGE CAP EQUITY MANAGED POOL | $72.61万 | 0.00% | 5,666 | 5,666 | — | $72.61万 | 新建仓 |
| DDOG | DATADOG INC | $72.30万 | 0.00% | 2,777 | 1,212 | 77.4% | $31.56万 | 重新持有 |
| ACWV | ISHARES INC | $71.98万 | 0.00% | 5,987 | 171 | 2.9% | $2.06万 | 加仓 |
| — | CHAIN BRIDGE BANCORP INC | $71.48万 | 0.00% | 17,000 | 0 | 0.0% | — | 不变 |
| — | ARTISAN THEMATIC FUND ADVISOR SHARES | $71.17万 | 0.00% | 24,375 | 24,375 | — | $71.17万 | 新建仓 |
| SNDK | SANDISK CORP | $70.94万 | 0.00% | 312 | -77 | -19.8% | -$17.51万 | 减仓 |
| GIS | GENERAL MILLS INC | $70.91万 | 0.00% | 20,376 | 1,831 | 9.9% | $6.37万 | 加仓 |
| EPP | ISHARES INC | $70.81万 | 0.00% | 13,296 | 5,957 | 81.2% | $31.73万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $70.77万 | 0.00% | 28,885 | 16,883 | 140.7% | $41.36万 | 加仓 |
| NUE | NUCOR CORP | $70.41万 | 0.00% | 3,161 | 1,139 | 56.3% | $25.37万 | 重新持有 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $70.18万 | 0.00% | 1,603 | 84 | 5.5% | $3.68万 | 加仓 |
| DAL | DELTA AIR LINES INC | $70.17万 | 0.00% | 7,492 | 4,214 | 128.6% | $39.47万 | 加仓 |
| — | FIDELITY GROWTH & INCOME PORTFOLIO DEFAULT | $70.07万 | 0.00% | 9,437 | 9,437 | — | $70.07万 | 新建仓 |
| — | DFA U.S. CORE EQUITY 1 PORT INSTL CL N/L | $69.74万 | 0.00% | 12,618 | 12,618 | — | $69.74万 | 新建仓 |
| — | DLP RESOURCES INC | $69.60万 | 0.00% | 5,063,795 | 5,063,795 | — | $69.60万 | 新建仓 |
| SPXL | DIREXION SHARES ETF TRUST | $69.57万 | 0.00% | 2,570 | -610 | -19.2% | -$16.51万 | 减仓 |
| UL | UNILEVER PLC | $69.35万 | 0.00% | 11,536 | 794 | 7.4% | $4.77万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $69.31万 | 0.00% | 2,427 | 139 | 6.1% | $3.97万 | 加仓 |
| — | HINES GLOBAL INCOME TRUS | $69.09万 | 0.00% | 70,429 | 70,429 | — | $69.09万 | 新建仓 |
| — | PRINCIPAL MID CAP (FUND CLASS A) | $69.08万 | 0.00% | 17,928 | 17,928 | — | $69.08万 | 新建仓 |
| RPM | RPM INTL INC | $68.79万 | 0.00% | 6,189 | -144 | -2.3% | -$1.60万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $68.73万 | 0.00% | 9,010 | -187 | -2.0% | -$1.43万 | 减仓 |
| — | STONE RIDGE ALTERNATIVE LENDING RISK PREMIUM FUND | $68.38万 | 0.00% | 14,908 | 14,908 | — | $68.38万 | 新建仓 |
| NLR | VANECK ETF TRUST | $67.54万 | 0.00% | 5,824 | 5,824 | — | $67.54万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $67.23万 | 0.00% | 5,853 | -589 | -9.1% | -$6.77万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $67.21万 | 0.00% | 2,116 | 44 | 2.1% | $1.40万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $67.20万 | 0.00% | 13,218 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $67.16万 | 0.00% | 2,491 | 549 | 28.3% | $14.80万 | 加仓 |
| BMRC | BANK OF MARIN BANCORP | $67.12万 | 0.00% | 24,231 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES TR | $66.67万 | 0.00% | 5,022 | -264 | -5.0% | -$3.50万 | 减仓 |
| SLG | SL GREEN RLTY CORP | $66.50万 | 0.00% | 12,846 | -184 | -1.4% | -$9,526 | 减仓 |
| — | GOLDMAN SACHS GQG PARTNERS INTERNATIONAL OPPORTUNITIES FUND INSTITUTIONAL SHARES | $66.37万 | 0.00% | 28,205 | 28,205 | — | $66.37万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $66.29万 | 0.00% | 2,261 | 209 | 10.2% | $6.13万 | 加仓 |
| SONY | SONY GROUP CORP | $66.23万 | 0.00% | 33,016 | 12,804 | 63.3% | $25.69万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $65.58万 | 0.00% | 19,722 | -342 | -1.7% | -$1.14万 | 减仓 |
| NGG | NATIONAL GRID PLC | $65.56万 | 0.00% | 7,911 | 7,911 | — | $65.56万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $65.46万 | 0.00% | 5,999 | -124 | -2.0% | -$1.35万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $65.32万 | 0.00% | 17,512 | 485 | 2.8% | $1.81万 | 加仓 |
| GSK | GSK PLC | $65.14万 | 0.00% | 12,426 | 3,843 | 44.8% | $20.15万 | 加仓 |
| — | HARRISON STREET REAL ASS ETS FUND | $65.10万 | 0.00% | 22,403 | 22,403 | — | $65.10万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $64.75万 | 0.00% | 8,442 | 5,211 | 161.3% | $39.97万 | 加仓 |