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 |
|---|---|---|---|---|---|---|---|---|
| PBW | INVESCO EXCHANGE TRADED FD T | $32.21万 | 0.00% | 10,199 | 2 | 0.0% | $63 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $31.87万 | 0.00% | 5,489 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST | $31.64万 | 0.00% | 4,419 | 390 | 9.7% | $2.79万 | 加仓 |
| SLB | SLB LIMITED | $31.54万 | 0.00% | 6,138 | -2,886 | -32.0% | -$14.83万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $31.51万 | 0.00% | 4,191 | 11 | 0.3% | $827 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $31.50万 | 0.00% | 5,414 | 4,730 | 691.5% | $27.52万 | 重新持有 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $31.47万 | 0.00% | 2,170 | -1,750 | -44.6% | -$25.38万 | 减仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $31.38万 | 0.00% | 2,099 | -274 | -11.5% | -$4.10万 | 减仓 |
| RELY | REMITLY GLOBAL INC | $31.34万 | 0.00% | 20,000 | -279 | -1.4% | -$4,372 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $31.28万 | 0.00% | 1,248 | 1,199 | 2,446.9% | $30.05万 | 重新持有 |
| HOOD | ROBINHOOD MKTS INC | $31.25万 | 0.00% | 4,510 | -1,340 | -22.9% | -$9.29万 | 减仓 |
| FFBC | 1ST FINL BANCORP | $31.03万 | 0.00% | 11,131 | 10,800 | 3,262.8% | $30.11万 | 重新持有 |
| CARR | CARRIER GLOBAL CORPORATION | $31.00万 | 0.00% | 5,506 | -4,238 | -43.5% | -$23.86万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $30.97万 | 0.00% | 1,145 | -1,768 | -60.7% | -$47.82万 | 减仓 |
| NEM | NEWMONT CORP | $30.93万 | 0.00% | 2,857 | -5,362 | -65.2% | -$58.05万 | 减仓 |
| MGEE | MGE ENERGY INC | $30.93万 | 0.00% | 4,002 | -233 | -5.5% | -$1.80万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $30.42万 | 0.00% | 418 | -349 | -45.5% | -$25.40万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $30.30万 | 0.00% | 2,853 | 316 | 12.5% | $3.36万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $30.18万 | 0.00% | 6,245 | 779 | 14.3% | $3.76万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $30.18万 | 0.00% | 1,086 | -1,203 | -52.6% | -$33.43万 | 减仓 |
| RWR | SPDR SERIES TRUST | $30.13万 | 0.00% | 2,984 | 0 | 0.0% | — | 不变 |
| EUSA | ISHARES INC | $29.98万 | 0.00% | 2,946 | 0 | 0.0% | — | 不变 |
| XSD | SPDR SERIES TRUST | $29.98万 | 0.00% | 919 | -250 | -21.4% | -$8.16万 | 减仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $29.97万 | 0.00% | 4,385 | 1 | 0.0% | $68 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $29.92万 | 0.00% | 11,112 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $29.90万 | 0.00% | 3,541 | 776 | 28.1% | $6.55万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $29.82万 | 0.00% | 11,076 | -96 | -0.9% | -$2,584 | 减仓 |
| ES | EVERSOURCE ENERGY | $29.81万 | 0.00% | 4,303 | -2,420 | -36.0% | -$16.77万 | 减仓 |
| ADSK | AUTODESK INC | $29.78万 | 0.00% | 1,244 | -1,975 | -61.4% | -$47.28万 | 减仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $29.63万 | 0.00% | 4,757 | 209 | 4.6% | $1.30万 | 加仓 |
| IYJ | ISHARES TR | $29.58万 | 0.00% | 2,005 | -960 | -32.4% | -$14.16万 | 减仓 |
| GLXY | GALAXY DIGITAL INC. | $29.56万 | 0.00% | 16,020 | 13,625 | 568.9% | $25.14万 | 重新持有 |
| — | PROSHARES TR | $29.40万 | 0.00% | 4,005 | 13 | 0.3% | $954 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $29.40万 | 0.00% | 3,860 | -742 | -16.1% | -$5.65万 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $29.37万 | 0.00% | 15,335 | 15,056 | 5,396.4% | $28.83万 | 重新持有 |
| COO | COOPER COS INC | $29.37万 | 0.00% | 4,107 | 3,788 | 1,187.5% | $27.08万 | 重新持有 |
| IDGT | ISHARES TR | $29.34万 | 0.00% | 3,000 | 23 | 0.8% | $2,249 | 加仓 |
| — | PROSHARES TR | $29.27万 | 0.00% | 8,737 | 8,737 | — | $29.27万 | 新建仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $29.13万 | 0.00% | 1,332 | 43 | 3.3% | $9,405 | 加仓 |
| TRGP | TARGA RES CORP | $28.95万 | 0.00% | 1,155 | -172 | -13.0% | -$4.31万 | 减仓 |
| — | ELECTROCORE INC | $28.64万 | 0.00% | 47,498 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $28.52万 | 0.00% | 806 | -537 | -40.0% | -$19.00万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $28.35万 | 0.00% | 31,530 | 0 | 0.0% | — | 不变 |
| UYLD | ANGEL OAK FUNDS TRUST | $28.28万 | 0.00% | 5,541 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $28.17万 | 0.00% | 662 | -1,229 | -65.0% | -$52.29万 | 减仓 |
| — | COMSTOCK HLDG COS INC | $28.14万 | 0.00% | 14,857 | 14,857 | — | $28.14万 | 新建仓 |
| TTE | TOTALENERGIES SE | $28.09万 | 0.00% | 3,088 | -2,038 | -39.8% | -$18.54万 | 减仓 |
| BITO | PROSHARES TR | $27.97万 | 0.00% | 30,044 | 20,024 | 199.8% | $18.64万 | 重新持有 |
| SPTS | SPDR SERIES TRUST | $27.89万 | 0.00% | 9,557 | 1,539 | 19.2% | $4.49万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $27.81万 | 0.00% | 1,406 | -1,646 | -53.9% | -$32.56万 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $27.60万 | 0.00% | 3,811 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $27.59万 | 0.00% | 1,439 | 806 | 127.3% | $15.45万 | 重新持有 |
| IXC | ISHARES TR | $27.55万 | 0.00% | 4,783 | 363 | 8.2% | $2.09万 | 重新持有 |
| LECO | LINCOLN ELEC HLDGS INC | $27.35万 | 0.00% | 1,098 | -674 | -38.0% | -$16.79万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $27.33万 | 0.00% | 898 | -185 | -17.1% | -$5.63万 | 减仓 |
| SYY | SYSCO CORP | $27.15万 | 0.00% | 3,806 | -1,760 | -31.6% | -$12.56万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $26.92万 | 0.00% | 3,166 | -1,702 | -35.0% | -$14.47万 | 减仓 |
| IHI | ISHARES TR | $26.71万 | 0.00% | 5,007 | 361 | 7.8% | $1.93万 | 加仓 |
| XME | SPDR SERIES TRUST | $26.64万 | 0.00% | 2,466 | 1,851 | 301.0% | $19.99万 | 重新持有 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $26.58万 | 0.00% | 5,332 | 5,082 | 2,032.8% | $25.33万 | 重新持有 |
| — | GRAYSCALE ETHEREUM STAKING E | $26.43万 | 0.00% | 15,481 | -687 | -4.2% | -$1.17万 | 减仓 |
| WAT | WATERS CORP | $26.41万 | 0.00% | 887 | -381 | -30.0% | -$11.35万 | 减仓 |
| DLTR | DOLLAR TREE INC | $26.38万 | 0.00% | 2,409 | -1,639 | -40.5% | -$17.95万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $26.37万 | 0.00% | 3,332 | -1,169 | -26.0% | -$9.25万 | 减仓 |
| HRI | HERC HLDGS INC | $26.33万 | 0.00% | 2,645 | -72 | -2.6% | -$7,166 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $26.28万 | 0.00% | 2,717 | 2,364 | 669.7% | $22.87万 | 重新持有 |
| — | MEREO BIOPHARMA GROUP PLC | $26.27万 | 0.00% | 796,036 | 795,010 | 77,486.4% | $26.24万 | 重新持有 |
| IWC | ISHARES TR | $26.24万 | 0.00% | 1,644 | 1 | 0.1% | $160 | 加仓 |
| HUBS | HUBSPOT INC | $26.19万 | 0.00% | 1,073 | 255 | 31.2% | $6.22万 | 加仓 |
| EWU | ISHARES TR | $26.16万 | 0.00% | 5,741 | 354 | 6.6% | $1.61万 | 加仓 |
| ROL | ROLLINS INC | $26.01万 | 0.00% | 4,869 | 3,454 | 244.1% | $18.45万 | 重新持有 |
| IBMO | ISHARES TR | $25.97万 | 0.00% | 10,131 | 2,428 | 31.5% | $6.22万 | 重新持有 |
| ADM | ARCHER DANIELS MIDLAND CO | $25.94万 | 0.00% | 3,569 | -4,147 | -53.7% | -$30.14万 | 减仓 |
| CMC | COMMERCIAL METALS CO | $25.83万 | 0.00% | 4,206 | -2,014 | -32.4% | -$12.37万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $25.79万 | 0.00% | 1,306 | -530 | -28.9% | -$10.47万 | 减仓 |
| STE | STERIS PLC | $25.76万 | 0.00% | 1,165 | -365 | -23.9% | -$8.07万 | 减仓 |
| — | RENOVORX INC | $25.51万 | 0.00% | 252,525 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $25.50万 | 0.00% | 5,590 | -999 | -15.2% | -$4.56万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $25.42万 | 0.00% | 3,002 | 1,234 | 69.8% | $10.45万 | 重新持有 |
| IEF | ISHARES TR | $25.38万 | 0.00% | 2,659 | 1,749 | 192.2% | $16.69万 | 重新持有 |
| UBS | UBS GROUP AG | $25.30万 | 0.00% | 6,476 | -9,005 | -58.2% | -$35.18万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $25.23万 | 0.00% | 3,816 | -7,522 | -66.3% | -$49.73万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $25.10万 | 0.00% | 11,589 | -13,466 | -53.7% | -$29.17万 | 减仓 |
| STEW | SRH TOTAL RETURN FUND INC | $25.10万 | 0.00% | 14,678 | 0 | 0.0% | — | 不变 |
| — | AKEBIA THREAPEUTICS INC | $25.02万 | 0.00% | 180,002 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $24.97万 | 0.00% | 2,708 | -3,141 | -53.7% | -$28.96万 | 减仓 |
| AGIX | KRANESHARES TRUST | $24.94万 | 0.00% | 7,610 | 7,610 | — | $24.94万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $24.94万 | 0.00% | 3,231 | -977 | -23.2% | -$7.54万 | 减仓 |
| SAN | BANCO SANTANDER SA | $24.81万 | 0.00% | 21,998 | -23,938 | -52.1% | -$27.00万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $24.81万 | 0.00% | 4,243 | -251 | -5.6% | -$1.47万 | 减仓 |
| NMRK | NEWMARK GROUP INC | $24.73万 | 0.00% | 16,499 | 16,460 | 42,205.1% | $24.67万 | 重新持有 |
| SNDK | SANDISK CORP | $24.71万 | 0.00% | 389 | -538 | -58.0% | -$34.18万 | 减仓 |
| DINO | HF SINCLAIR CORP | $24.61万 | 0.00% | 3,944 | 189 | 5.0% | $1.18万 | 重新持有 |
| CDW | CDW CORP | $24.42万 | 0.00% | 2,018 | -1,438 | -41.6% | -$17.40万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $24.40万 | 0.00% | 5,197 | -1,014 | -16.3% | -$4.76万 | 减仓 |
| — | EATON VANCE CALIF MUN INCOM | $24.35万 | 0.00% | 24,196 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $24.29万 | 0.00% | 1,740 | -1,188 | -40.6% | -$16.58万 | 减仓 |
| ARKK | ARK ETF TR | $24.18万 | 0.00% | 3,577 | 15 | 0.4% | $1,014 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $23.97万 | 0.00% | 849 | -843 | -49.8% | -$23.80万 | 减仓 |
| PLD | PROLOGIS INC. | $23.96万 | 0.00% | 1,813 | -3,800 | -67.7% | -$50.22万 | 减仓 |