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 |
|---|---|---|---|---|---|---|---|---|
| FGD | FIRST TR EXCHANGE-TRADED FD | $23.85万 | 0.00% | 7,470 | 0 | 0.0% | — | 不变 |
| IGE | ISHARES TR | $23.79万 | 0.00% | 3,780 | 280 | 8.0% | $1.76万 | 重新持有 |
| VOD | VODAFONE GROUP PLC | $23.63万 | 0.00% | 15,733 | -5,159 | -24.7% | -$7.75万 | 减仓 |
| FTNT | FORTINET INC | $23.59万 | 0.00% | 2,887 | -10,588 | -78.6% | -$86.52万 | 减仓 |
| UNM | UNUM GROUP | $23.38万 | 0.00% | 3,202 | -1,985 | -38.3% | -$14.50万 | 减仓 |
| JBL | JABIL INC | $23.27万 | 0.00% | 876 | -1,235 | -58.5% | -$32.81万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $23.15万 | 0.00% | 1,712 | -2,845 | -62.4% | -$38.48万 | 减仓 |
| — | THEMES ETF TR | $23.13万 | 0.00% | 6,000 | 6,000 | — | $23.13万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $22.97万 | 0.00% | 6,114 | -4,226 | -40.9% | -$15.88万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $22.96万 | 0.00% | 949 | -374 | -28.3% | -$9.05万 | 减仓 |
| COWZ | PACER FDS TR | $22.93万 | 0.00% | 3,666 | -6,189 | -62.8% | -$38.72万 | 减仓 |
| MTA | METALLA RTY & STREAMING LTD | $22.86万 | 0.00% | 34,475 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $22.83万 | 0.00% | 1,224 | -987 | -44.6% | -$18.41万 | 减仓 |
| MGC | VANGUARD WORLD FD | $22.79万 | 0.00% | 964 | 14 | 1.5% | $3,310 | 加仓 |
| DES | WISDOMTREE TR | $22.78万 | 0.00% | 6,338 | 4,712 | 289.8% | $16.93万 | 重新持有 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $22.72万 | 0.00% | 6,290 | 2,545 | 68.0% | $9.19万 | 重新持有 |
| — | FRANKLIN TEMPLETON ETF TR | $22.71万 | 0.00% | 8,032 | 8,032 | — | $22.71万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $22.62万 | 0.00% | 3,122 | -5,173 | -62.4% | -$37.48万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $22.61万 | 0.00% | 2,072 | -837 | -28.8% | -$9.13万 | 减仓 |
| EME | EMCOR GROUP INC | $22.52万 | 0.00% | 305 | -204 | -40.1% | -$15.06万 | 减仓 |
| AOR | ISHARES TR | $22.52万 | 0.00% | 3,499 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $22.47万 | 0.00% | 1,947 | -1,288 | -39.8% | -$14.86万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $22.46万 | 0.00% | 767 | -2,123 | -73.5% | -$62.17万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $22.43万 | 0.00% | 895 | -1,179 | -56.8% | -$29.54万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $22.37万 | 0.00% | 1,102 | -1,268 | -53.5% | -$25.74万 | 减仓 |
| — | LIFEMD INC | $22.26万 | 0.00% | 61,664 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $22.16万 | 0.00% | 1,209 | -842 | -41.1% | -$15.44万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $22.15万 | 0.00% | 4,772 | 4,607 | 2,792.1% | $21.38万 | 重新持有 |
| FNDA | SCHWAB STRATEGIC TR | $22.02万 | 0.00% | 6,789 | 1,839 | 37.2% | $5.96万 | 重新持有 |
| QLD | PROSHARES TR | $22.01万 | 0.00% | 3,608 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $21.88万 | 0.00% | 8,639 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $21.87万 | 0.00% | 7,585 | -311 | -3.9% | -$8,966 | 减仓 |
| DHS | WISDOMTREE TR | $21.84万 | 0.00% | 2,000 | 2,000 | — | $21.84万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $21.79万 | 0.00% | 3,278 | -4,334 | -56.9% | -$28.81万 | 减仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $21.75万 | 0.00% | 5,016 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $21.67万 | 0.00% | 1,593 | -814 | -33.8% | -$11.07万 | 减仓 |
| DTM | DT MIDSTREAM INC | $21.61万 | 0.00% | 1,605 | -585 | -26.7% | -$7.88万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $21.54万 | 0.00% | 2,572 | -873 | -25.3% | -$7.31万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $21.49万 | 0.00% | 4,300 | 2,342 | 119.6% | $11.70万 | 重新持有 |
| IDU | ISHARES TR | $21.46万 | 0.00% | 1,848 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $21.34万 | 0.00% | 5,780 | 5,780 | — | $21.34万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $21.30万 | 0.00% | 4,228 | 231 | 5.8% | $1.16万 | 加仓 |
| ARKQ | ARK ETF TR | $21.17万 | 0.00% | 1,882 | 789 | 72.2% | $8.87万 | 重新持有 |
| FIS | FIDELITY NATL INFORMATION SV | $21.14万 | 0.00% | 4,507 | -2,255 | -33.3% | -$10.58万 | 减仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $21.07万 | 0.00% | 4,313 | -1,540 | -26.3% | -$7.52万 | 减仓 |
| FUNC | FIRST UTD CORP | $21.04万 | 0.00% | 5,742 | -1,371 | -19.3% | -$5.02万 | 减仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $21.04万 | 0.00% | 3,538 | 2,598 | 276.4% | $15.45万 | 重新持有 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $20.99万 | 0.00% | 2,329 | -2,130 | -47.8% | -$19.19万 | 减仓 |
| NTR | NUTRIEN LTD | $20.99万 | 0.00% | 2,781 | 590 | 26.9% | $4.45万 | 重新持有 |
| HYGV | FLEXSHARES TR | $20.79万 | 0.00% | 5,190 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $20.78万 | 0.00% | 6,260 | -936 | -13.0% | -$3.11万 | 减仓 |
| — | EXPENSIFY INC | $20.75万 | 0.00% | 238,530 | 132,318 | 124.6% | $11.51万 | 加仓 |
| ARKW | ARK ETF TR | $20.74万 | 0.00% | 1,720 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $20.70万 | 0.00% | 2,210 | 0 | 0.0% | — | 不变 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $20.69万 | 0.00% | 4,165 | 53 | 1.3% | $2,633 | 加仓 |
| FROG | JFROG LTD | $20.67万 | 0.00% | 4,405 | 4,405 | — | $20.67万 | 新建仓 |
| IHE | ISHARES TR | $20.59万 | 0.00% | 2,376 | 1 | 0.0% | $87 | 加仓 |
| RS | RELIANCE INC | $20.56万 | 0.00% | 676 | -429 | -38.8% | -$13.05万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $20.53万 | 0.00% | 4,406 | 0 | 0.0% | — | 不变 |
| MCHI | ISHARES TR | $20.47万 | 0.00% | 3,644 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $20.46万 | 0.00% | 1,739 | 537 | 44.7% | $6.32万 | 重新持有 |
| MLM | MARTIN MARIETTA MATLS INC | $20.37万 | 0.00% | 346 | -215 | -38.3% | -$12.66万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $20.34万 | 0.00% | 1,420 | -562 | -28.4% | -$8.05万 | 减仓 |
| RGLD | ROYAL GOLD INC | $20.26万 | 0.00% | 796 | -577 | -42.0% | -$14.68万 | 减仓 |
| DHI | D R HORTON INC | $20.21万 | 0.00% | 1,473 | -2,122 | -59.0% | -$29.12万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $20.21万 | 0.00% | 2,006 | -1,120 | -35.8% | -$11.28万 | 减仓 |
| INDA | ISHARES TR | $20.20万 | 0.00% | 4,312 | -2,678 | -38.3% | -$12.54万 | 减仓 |
| MFC | MANULIFE FINL CORP | $20.19万 | 0.00% | 5,862 | -9,220 | -61.1% | -$31.75万 | 减仓 |
| B | BARRICK MNG CORP | $20.18万 | 0.00% | 4,947 | 318 | 6.9% | $1.30万 | 加仓 |
| CTO | CTO RLTY GROWTH INC NEW | $20.10万 | 0.00% | 10,872 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $20.09万 | 0.00% | 4,683 | -1,525 | -24.6% | -$6.54万 | 减仓 |
| NTAP | NETAPP INC | $20.01万 | 0.00% | 1,954 | -1,640 | -45.6% | -$16.79万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $19.99万 | 0.00% | 17,802 | 3,100 | 21.1% | $3.48万 | 加仓 |
| FTMH | PUTNAM ETF TRUST | $19.50万 | 0.00% | 16,916 | -1,657 | -8.9% | -$1.91万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $18.97万 | 0.00% | 11,181 | 10,728 | 2,368.2% | $18.21万 | 重新持有 |
| PGX | INVESCO EXCH TRADED FD TR II | $18.84万 | 0.00% | 17,316 | -514 | -2.9% | -$5,592 | 减仓 |
| — | ANGEL OAK FUNDS TRUST | $18.80万 | 0.00% | 17,201 | 1,000 | 6.2% | $1.09万 | 加仓 |
| CDZI | CADIZ INC | $17.35万 | 0.00% | 35,340 | 0 | 0.0% | — | 不变 |
| — | SILVERCREST ASSET MGMT GROUP | $17.20万 | 0.00% | 12,796 | 12,527 | 4,656.9% | $16.84万 | 重新持有 |
| — | SUMMIT ST BK SANTA ROSA CALI | $16.67万 | 0.00% | 12,470 | 0 | 0.0% | — | 不变 |
| SG | SWEETGREEN INC | $15.53万 | 0.00% | 29,914 | 17,456 | 140.1% | $9.06万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $15.45万 | 0.00% | 12,002 | 11,629 | 3,117.7% | $14.97万 | 重新持有 |
| OLMA | OLEMA PHARMACEUTICALS INC | $15.17万 | 0.00% | 10,172 | 0 | 0.0% | — | 不变 |
| — | INVESCO TR INVT GRADE MUNS | $14.80万 | 0.00% | 15,000 | 5,000 | 50.0% | $4.93万 | 加仓 |
| VSTS | VESTIS CORPORATION | $14.45万 | 0.00% | 18,382 | -887 | -4.6% | -$6,972 | 减仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $13.65万 | 0.00% | 22,560 | 1,783 | 8.6% | $1.08万 | 加仓 |
| — | ROCKWELL MED INC | $13.56万 | 0.00% | 151,838 | 141,793 | 1,411.6% | $12.66万 | 重新持有 |
| — | AIRJOULE TECHNOLOGIES CORP | $12.55万 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| — | CION INVT CORP | $11.41万 | 0.00% | 16,687 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $11.37万 | 0.00% | 10,244 | 9,759 | 2,012.2% | $10.83万 | 重新持有 |
| DNP | DNP SELECT INCOME FD INC | $11.10万 | 0.00% | 10,776 | 5,373 | 99.4% | $5.53万 | 重新持有 |
| — | EATON VANCE FLOATING RATE IN | $10.94万 | 0.00% | 10,195 | -5,224 | -33.9% | -$5.61万 | 减仓 |
| — | MFS INTER INCOME TR | $10.80万 | 0.00% | 43,025 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $10.52万 | 0.00% | 12,730 | -942 | -6.9% | -$7,781 | 减仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $9.66万 | 0.00% | 17,000 | 2,000 | 13.3% | $1.14万 | 加仓 |
| — | KORU MEDICAL SYSTEMS INC | $9.26万 | 0.00% | 21,425 | 1,000 | 4.9% | $4,320 | 加仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $8.91万 | 0.00% | 15,200 | 15,200 | — | $8.91万 | 新建仓 |
| NIO | NIO INC | $8.60万 | 0.00% | 14,263 | 1,283 | 9.9% | $7,736 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $7.67万 | 0.00% | 16,388 | 3,593 | 28.1% | $1.68万 | 加仓 |
| — | DIGIMARC CORP NEW | $7.07万 | 0.00% | 14,400 | 14,400 | — | $7.07万 | 新建仓 |