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 |
|---|---|---|---|---|---|---|---|---|
| CRWV | COREWEAVE INC | $64.44万 | 0.00% | 6,474 | 6,474 | — | $64.44万 | 新建仓 |
| PINS | PINTEREST INC | $64.34万 | 0.00% | 30,596 | -3,199 | -9.5% | -$6.73万 | 减仓 |
| SMLF | ISHARES TR | $64.28万 | 0.00% | 7,211 | -14 | -0.2% | -$1,248 | 减仓 |
| EGBN | EAGLE BANCORPORATION INC | $64.11万 | 0.00% | 22,583 | -821 | -3.5% | -$2.33万 | 减仓 |
| — | FIDELITY BLUE CHIP GROWTH FUND | $64.07万 | 0.00% | 2,044 | 2,044 | — | $64.07万 | 新建仓 |
| MKL | MARKEL GROUP INC | $64.06万 | 0.00% | 328 | 105 | 47.1% | $20.51万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $64.00万 | 0.00% | 25,541 | 13,952 | 120.4% | $34.96万 | 加仓 |
| — | THE GROWTH FUND OF AMERICA CLASS F3 | $63.91万 | 0.00% | 7,247 | 7,247 | — | $63.91万 | 新建仓 |
| SGOL | ETFS GOLD TR | $63.89万 | 0.00% | 16,711 | 16,711 | — | $63.89万 | 新建仓 |
| — | T ROWE PRICE CAPITAL (APPRECIATION I CLASS) | $63.87万 | 0.00% | 16,860 | 16,860 | — | $63.87万 | 新建仓 |
| SLYG | SPDR SERIES TRUST | $63.49万 | 0.00% | 5,330 | -177 | -3.2% | -$2.11万 | 减仓 |
| GM | GENERAL MTRS CO | $63.25万 | 0.00% | 8,205 | 3,268 | 66.2% | $25.19万 | 加仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $63.06万 | 0.00% | 24,115 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $63.00万 | 0.00% | 6,662 | 4,003 | 150.5% | $37.85万 | 加仓 |
| USRT | ISHARES TR | $62.88万 | 0.00% | 9,462 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $62.84万 | 0.00% | 12,006 | -135 | -1.1% | -$7,066 | 减仓 |
| PFF | ISHARES TR | $62.67万 | 0.00% | 20,553 | 573 | 2.9% | $1.75万 | 加仓 |
| — | MSIF GLOBAL (FRANCHISE CLASS A) | $62.60万 | 0.00% | 24,645 | 24,645 | — | $62.60万 | 新建仓 |
| XYZ | BLOCK INC | $62.46万 | 0.00% | 8,219 | 1,439 | 21.2% | $10.94万 | 加仓 |
| DDS | DILLARDS INC | $62.35万 | 0.00% | 1,180 | -3 | -0.3% | -$1,585 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $61.80万 | 0.00% | 16,131 | -356 | -2.2% | -$1.36万 | 减仓 |
| GWW | WW GRAINGER INC | $61.77万 | 0.00% | 454 | 79 | 21.1% | $10.75万 | 加仓 |
| DCI | DONALDSON INC | $61.68万 | 0.00% | 6,871 | -298 | -4.2% | -$2.68万 | 减仓 |
| IXN | ISHARES TR | $61.58万 | 0.00% | 4,262 | -194 | -4.4% | -$2.80万 | 减仓 |
| MRP | MILLROSE PPTYS INC | $61.54万 | 0.00% | 20,481 | 20,481 | — | $61.54万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $61.16万 | 0.00% | 2,176 | 83 | 4.0% | $2.33万 | 加仓 |
| — | WASHINGTON MUTUAL INVESTORS FUND CLASS F3 | $61.11万 | 0.00% | 9,142 | 9,142 | — | $61.11万 | 新建仓 |
| COPX | GLOBAL X FDS | $60.89万 | 0.00% | 7,911 | 7,911 | — | $60.89万 | 新建仓 |
| CLS | CELESTICA INC | $60.81万 | 0.00% | 1,667 | 2 | 0.1% | $730 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $60.57万 | 0.00% | 7,842 | 7,842 | — | $60.57万 | 新建仓 |
| DFIS | DIMENSIONAL ETF TRUST | $60.23万 | 0.00% | 17,194 | 2,799 | 19.4% | $9.80万 | 加仓 |
| DX | DYNEX CAP INC | $60.13万 | 0.00% | 45,862 | 3,900 | 9.3% | $5.11万 | 加仓 |
| LIT | GLOBAL X FDS | $60.12万 | 0.00% | 7,680 | 0 | 0.0% | — | 不变 |
| — | MCCORMICK & CO INC | $60.05万 | 0.00% | 11,892 | -128,083 | -91.5% | -$646.82万 | 减仓 |
| STE | STERIS PLC | $59.91万 | 0.00% | 2,845 | 1,680 | 144.2% | $35.38万 | 加仓 |
| CI | THE CIGNA GROUP | $59.49万 | 0.00% | 2,158 | 598 | 38.3% | $16.48万 | 加仓 |
| DHS | WISDOMTREE TR | $59.37万 | 0.00% | 5,222 | 3,222 | 161.1% | $36.63万 | 加仓 |
| — | AUTHID INC | $59.24万 | 0.00% | 553,604 | 0 | 0.0% | — | 不变 |
| — | SHENKMAN SHORT DURATION HIGH INCOME FUND CLASS F | $58.81万 | 0.00% | 60,007 | 60,007 | — | $58.81万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $58.69万 | 0.00% | 2,306 | -6,107 | -72.6% | -$155.42万 | 减仓 |
| — | ATLAS COPCO AB SPON ADR NEW REPSTG COM SER A | $58.68万 | 0.00% | 28,780 | 28,780 | — | $58.68万 | 新建仓 |
| UGI | UGI CORP NEW | $58.63万 | 0.00% | 16,974 | -744 | -4.2% | -$2.57万 | 减仓 |
| BP | BP PLC | $58.61万 | 0.00% | 15,863 | 5,779 | 57.3% | $21.35万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $58.32万 | 0.00% | 2,502 | 1,098 | 78.2% | $25.59万 | 重新持有 |
| — | SELECTED AMERICAN SHARES CLASS D | $58.24万 | 0.00% | 13,203 | 13,203 | — | $58.24万 | 新建仓 |
| LQD | ISHARES TR | $58.23万 | 0.00% | 5,339 | 879 | 19.7% | $9.59万 | 加仓 |
| SDIV | GLOBAL X FDS | $58.18万 | 0.00% | 23,804 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $58.13万 | 0.00% | 60,741 | 116 | 0.2% | $1,110 | 加仓 |
| — | VANGUARD CORE BOND ADMIR AL | $57.57万 | 0.00% | 31,984 | 31,984 | — | $57.57万 | 新建仓 |
| — | SPROTT PHYSICAL URANIU F | $57.39万 | 0.00% | 31,228 | 31,228 | — | $57.39万 | 新建仓 |
| — | CATALYST PHARMACEUTICALS INC | $57.02万 | 0.00% | 18,142 | -16,217 | -47.2% | -$50.97万 | 减仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $56.99万 | 0.00% | 3,896 | 9 | 0.2% | $1,316 | 加仓 |
| — | JPM 100pcnt US TREAS FD - PREMIER FUND 675 | $56.96万 | 0.00% | 569,558 | 569,558 | — | $56.96万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $56.87万 | 0.00% | 1,470 | 703 | 91.7% | $27.20万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $56.86万 | 0.00% | 13,169 | 2,953 | 28.9% | $12.75万 | 加仓 |
| ARW | ARROW ELECTRS INC | $56.68万 | 0.00% | 2,656 | 623 | 30.6% | $13.30万 | 重新持有 |
| HOOD | ROBINHOOD MKTS INC | $56.67万 | 0.00% | 5,651 | 1,141 | 25.3% | $11.44万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $56.57万 | 0.00% | 2,494 | -93 | -3.6% | -$2.11万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $56.55万 | 0.00% | 1,138 | 243 | 27.2% | $12.08万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $56.35万 | 0.00% | 8,061 | 150 | 1.9% | $1.05万 | 加仓 |
| ZTS | ZOETIS INC | $56.17万 | 0.00% | 7,817 | 130 | 1.7% | $9,342 | 加仓 |
| EIG | EMPLOYERS HLDGS INC | $55.96万 | 0.00% | 11,085 | -132 | -1.2% | -$6,663 | 减仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $55.62万 | 0.00% | 12,205 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $55.44万 | 0.00% | 464 | -84 | -15.3% | -$10.04万 | 减仓 |
| — | VANGUARD SHORT-TERM TAX-EXEMPT FUND ADMIRAL SHARES | $55.30万 | 0.00% | 34,846 | 34,846 | — | $55.30万 | 新建仓 |
| — | DFA US SMALL CAP PORTFOLIO INSTL #5031 | $55.25万 | 0.00% | 8,872 | 8,872 | — | $55.25万 | 新建仓 |
| COLD | AMERICOLD REALTY TRUST INC | $55.13万 | 0.00% | 35,071 | 35,071 | — | $55.13万 | 新建仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $55.06万 | 0.00% | 5,289 | -200 | -3.6% | -$2.08万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $54.91万 | 0.00% | 4,522 | 885 | 24.3% | $10.75万 | 加仓 |
| CCJ | CAMECO CORP | $54.81万 | 0.00% | 5,381 | 873 | 19.4% | $8.89万 | 加仓 |
| — | JANUS HENDERSON ENTERPRISE FUND CLASS I | $54.62万 | 0.00% | 3,498 | 3,498 | — | $54.62万 | 新建仓 |
| GH | GUARDANT HEALTH INC | $54.55万 | 0.00% | 3,636 | -19 | -0.5% | -$2,851 | 减仓 |
| ARM | ARM HOLDINGS PLC | $54.48万 | 0.00% | 1,537 | 1,537 | — | $54.48万 | 新建仓 |
| IVLU | ISHARES TR | $54.39万 | 0.00% | 13,006 | 13,006 | — | $54.39万 | 新建仓 |
| — | EAGLE FINL SVCS INC | $53.80万 | 0.00% | 12,977 | 104 | 0.8% | $4,312 | 加仓 |
| — | KEYERA CORP SHS | $53.73万 | 0.00% | 13,378 | 13,378 | — | $53.73万 | 新建仓 |
| BDVL | BLACKROCK ETF TRUST | $53.61万 | 0.00% | 20,634 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $53.55万 | 0.00% | 2,748 | 1,811 | 193.3% | $35.29万 | 重新持有 |
| RRX | REGAL REXNORD CORPORATION | $53.28万 | 0.00% | 2,237 | -150 | -6.3% | -$3.57万 | 减仓 |
| GRNY | TIDAL TRUST I | $53.08万 | 0.00% | 19,197 | 1,706 | 9.8% | $4.72万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $52.82万 | 0.00% | 5,495 | 2,373 | 76.0% | $22.81万 | 加仓 |
| AIPO | TIDAL TRUST II | $52.50万 | 0.00% | 15,715 | 15,715 | — | $52.50万 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $52.50万 | 0.00% | 22,142 | 1,600 | 7.8% | $3.79万 | 加仓 |
| — | APOLLO DIVERSIFIED CREDI T FD CL I | $52.39万 | 0.00% | 23,558 | 23,558 | — | $52.39万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $52.37万 | 0.00% | 3,179 | 354 | 12.5% | $5.83万 | 加仓 |
| CTVA | CORTEVA INC | $52.28万 | 0.00% | 6,173 | 1,935 | 45.7% | $16.39万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $52.27万 | 0.00% | 22,047 | -1,446 | -6.2% | -$3.43万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $52.24万 | 0.00% | 5,393 | 759 | 16.4% | $7.35万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $51.53万 | 0.00% | 4,244 | 3 | 0.1% | $364 | 加仓 |
| — | PERFORMANCE TRUST STRATEGIC BOND FUND | $51.46万 | 0.00% | 25,978 | 25,978 | — | $51.46万 | 新建仓 |
| SHM | SPDR SERIES TRUST | $51.10万 | 0.00% | 10,653 | 584 | 5.8% | $2.80万 | 加仓 |
| IUSG | ISHARES TR | $51.09万 | 0.00% | 2,716 | -1,418 | -34.3% | -$26.68万 | 减仓 |
| PKG | PACKAGING CORP AMER | $50.83万 | 0.00% | 2,133 | 540 | 33.9% | $12.87万 | 重新持有 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $50.79万 | 0.00% | 5,637 | 1,446 | 34.5% | $13.03万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $50.72万 | 0.00% | 7,457 | 2,043 | 37.7% | $13.89万 | 加仓 |
| — | ASHFORD HOSPITALITY TR INC PFD SER J | $50.65万 | 0.00% | 20,259 | 20,259 | — | $50.65万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $50.46万 | 0.00% | 2,124 | -95 | -4.3% | -$2.26万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $50.45万 | 0.00% | 3,684 | 1,980 | 116.2% | $27.11万 | 重新持有 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $50.34万 | 0.00% | 2,813 | 714 | 34.0% | $12.78万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $50.33万 | 0.00% | 1,402 | 154 | 12.3% | $5.53万 | 加仓 |