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 |
|---|---|---|---|---|---|---|---|---|
| BPRE | BLUEROCK PVT REAL ESTATE FD | $50.26万 | 0.00% | 38,629 | 12,958 | 50.5% | $16.86万 | 加仓 |
| FNB | F N B CORP | $50.17万 | 0.00% | 26,294 | 511 | 2.0% | $9,750 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $50.13万 | 0.00% | 6,726 | 1,281 | 23.5% | $9.55万 | 重新持有 |
| — | LVMH MOET HENNESSY LOUIS VUITTON ADR | $50.01万 | 0.00% | 4,522 | 4,522 | — | $50.01万 | 新建仓 |
| — | UBS BANK USA, NTN 4.1pcnt29 CD FDIC INS DUE 02/07/29 | $49.98万 | 0.00% | 500,000 | 500,000 | — | $49.98万 | 新建仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $49.29万 | 0.00% | 18,996 | 1,855 | 10.8% | $4.81万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $48.96万 | 0.00% | 16,228 | -498 | -3.0% | -$1.50万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $48.71万 | 0.00% | 1,173 | 390 | 49.8% | $16.20万 | 加仓 |
| EZM | WISDOMTREE TR | $48.68万 | 0.00% | 6,423 | -31 | -0.5% | -$2,349 | 减仓 |
| DGXX | DIGI PWR X INC | $48.63万 | 0.00% | 89,233 | 89,233 | — | $48.63万 | 新建仓 |
| — | BLACKROCK GLOBAL EQT (MARKET NEUTRAL K) | $48.63万 | 0.00% | 30,074 | 30,074 | — | $48.63万 | 新建仓 |
| ARKK | ARK ETF TR | $48.39万 | 0.00% | 5,987 | 2,410 | 67.4% | $19.48万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $48.05万 | 0.00% | 1,815 | 196 | 12.1% | $5.19万 | 加仓 |
| — | NEUBERGER BERMAN LARGE CAP VALUE FD INSTITUTIONAL CLASS | $47.97万 | 0.00% | 7,897 | 7,897 | — | $47.97万 | 新建仓 |
| — | CODERE ONLINE LUXEMBOURG S A | $47.85万 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $47.65万 | 0.00% | 1,752 | 1,752 | — | $47.65万 | 新建仓 |
| — | VANGUARD DIV APPREC (INDEX FD ADMIRAL SHS) | $47.63万 | 0.00% | 7,414 | 7,414 | — | $47.63万 | 新建仓 |
| ROST | ROSS STORES INC | $47.59万 | 0.00% | 2,236 | 397 | 21.6% | $8.45万 | 加仓 |
| IYR | ISHARES TR | $47.52万 | 0.00% | 4,647 | 707 | 17.9% | $7.23万 | 加仓 |
| FTNT | FORTINET INC | $47.34万 | 0.00% | 3,082 | 195 | 6.8% | $3.00万 | 加仓 |
| DEO | DIAGEO PLC | $47.27万 | 0.00% | 5,881 | -1,618 | -21.6% | -$13.00万 | 减仓 |
| — | VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL SHARES | $47.21万 | 0.00% | 48,919 | 48,919 | — | $47.21万 | 新建仓 |
| IYJ | ISHARES TR | $46.76万 | 0.00% | 2,806 | 801 | 40.0% | $13.35万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $46.58万 | 0.00% | 3,784 | 778 | 25.9% | $9.58万 | 加仓 |
| OSK | OSHKOSH CORP | $46.45万 | 0.00% | 3,026 | -366 | -10.8% | -$5.62万 | 减仓 |
| IYE | ISHARES TR | $46.41万 | 0.00% | 8,201 | -3,493 | -29.9% | -$19.77万 | 减仓 |
| IEUR | ISHARES TR | $46.35万 | 0.00% | 6,166 | 1 | 0.0% | $75 | 加仓 |
| URNM | SPROTT FDS TR | $46.27万 | 0.00% | 8,799 | 2,657 | 43.3% | $13.97万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $46.21万 | 0.00% | 5,875 | 71 | 1.2% | $5,585 | 加仓 |
| VLTO | VERALTO CORP | $46.18万 | 0.00% | 5,208 | 2,283 | 78.1% | $20.24万 | 重新持有 |
| — | THE OSTERWEIS STRATEGIC INCOME FUND | $46.08万 | 0.00% | 41,253 | 41,253 | — | $46.08万 | 新建仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $46.00万 | 0.00% | 9,800 | -7,005 | -41.7% | -$32.88万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $45.83万 | 0.00% | 3,035 | 3,035 | — | $45.83万 | 新建仓 |
| AME | AMETEK INC | $45.79万 | 0.00% | 1,893 | -15 | -0.8% | -$3,628 | 减仓 |
| DTE | DTE ENERGY CO | $45.57万 | 0.00% | 2,991 | -114 | -3.7% | -$1.74万 | 减仓 |
| ACNB | ACNB CORP | $45.23万 | 0.00% | 7,617 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $45.02万 | 0.00% | 6,980 | 1,040 | 17.5% | $6.71万 | 重新持有 |
| EXPD | EXPEDITORS INTL WASH INC | $44.99万 | 0.00% | 2,760 | 1,340 | 94.4% | $21.84万 | 加仓 |
| — | SCHWAB VALUE ADVANTAGE MONEY FUND | $44.86万 | 0.00% | 448,575 | 448,575 | — | $44.86万 | 新建仓 |
| RELY | REMITLY GLOBAL INC | $44.82万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $44.78万 | 0.00% | 3,813 | -39 | -1.0% | -$4,581 | 减仓 |
| MLI | MUELLER INDUSTRIES INC | $44.68万 | 0.00% | 3,634 | 3,634 | — | $44.68万 | 新建仓 |
| — | T. ROWE PRICE BLUE CHIP GROWTH FUND CLASS I | $44.63万 | 0.00% | 2,093 | 2,093 | — | $44.63万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $44.62万 | 0.00% | 3,052 | 1,072 | 54.1% | $15.67万 | 加仓 |
| NET | CLOUDFLARE INC | $44.62万 | 0.00% | 1,819 | -63 | -3.3% | -$1.55万 | 减仓 |
| OGS | ONE GAS INC | $44.32万 | 0.00% | 5,750 | -52 | -0.9% | -$4,008 | 减仓 |
| IONQ | IONQ INC | $44.06万 | 0.00% | 8,272 | 687 | 9.1% | $3.66万 | 加仓 |
| DOW | DOW HLDGS INC | $44.01万 | 0.00% | 16,087 | -6,129 | -27.6% | -$16.77万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $43.93万 | 0.00% | 3,477 | 803 | 30.0% | $10.15万 | 加仓 |
| — | CATALYST/MILLBURN HEDGE STRATEGY FUND CLASS I | $43.92万 | 0.00% | 9,345 | 9,345 | — | $43.92万 | 新建仓 |
| — | HANOVER BANCORP INC | $43.82万 | 0.00% | 18,791 | 18,791 | — | $43.82万 | 新建仓 |
| GLXY | GALAXY DIGITAL INC. | $43.80万 | 0.00% | 16,020 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $43.68万 | 0.00% | 4,162 | 4,162 | — | $43.68万 | 新建仓 |
| SRE | SEMPRA | $43.58万 | 0.00% | 4,701 | 206 | 4.6% | $1.91万 | 加仓 |
| EIS | ISHARES INC | $43.58万 | 0.00% | 3,610 | 0 | 0.0% | — | 不变 |
| — | ALLSPRING EMERGING MARKE TS EQUITY INST | $43.49万 | 0.00% | 10,269 | 10,269 | — | $43.49万 | 新建仓 |
| ADC | AGREE RLTY CORP | $43.32万 | 0.00% | 5,719 | -462 | -7.5% | -$3.50万 | 减仓 |
| — | HARTFORD CORE EQUITY FUND CLASS I | $43.05万 | 0.00% | 7,394 | 7,394 | — | $43.05万 | 新建仓 |
| — | VALKYRIE ETF TRUST II | $42.99万 | 0.00% | 6,816 | 6,816 | — | $42.99万 | 新建仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $42.93万 | 0.00% | 5,701 | -1,561 | -21.5% | -$11.76万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $42.91万 | 0.00% | 4,843 | 983 | 25.5% | $8.71万 | 加仓 |
| — | VANGUARD NY TAX FREE FDS | $42.84万 | 0.00% | 4,119 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $42.72万 | 0.00% | 2,344 | -442 | -15.9% | -$8.06万 | 减仓 |
| — | EXPENSIFY INC | $42.70万 | 0.00% | 238,530 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $42.61万 | 0.00% | 3,683 | -81 | -2.2% | -$9,371 | 减仓 |
| AGIX | KRANESHARES TRUST | $42.55万 | 0.00% | 9,074 | 1,464 | 19.2% | $6.86万 | 加仓 |
| — | FIDELITY SELECT TECHNOLO GY | $42.47万 | 0.00% | 7,634 | 7,634 | — | $42.47万 | 新建仓 |
| — | BLACKROCK ADVANTAGE SMALL CAP CORE FUND INSTITUTIONAL CLASS | $42.34万 | 0.00% | 17,134 | 17,134 | — | $42.34万 | 新建仓 |
| KR | KROGER CO | $42.30万 | 0.00% | 7,618 | -21 | -0.3% | -$1,166 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $42.13万 | 0.00% | 38,867 | 21,551 | 124.5% | $23.36万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $42.04万 | 0.00% | 304 | 3 | 1.0% | $4,149 | 重新持有 |
| IMTM | ISHARES TR | $42.02万 | 0.00% | 7,879 | 7,879 | — | $42.02万 | 新建仓 |
| IDA | IDACORP INC | $41.61万 | 0.00% | 2,750 | -121 | -4.2% | -$1.83万 | 减仓 |
| ENB | ENBRIDGE INC | $41.57万 | 0.00% | 7,669 | -583 | -7.1% | -$3.16万 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $41.57万 | 0.00% | 7,994 | -31 | -0.4% | -$1,612 | 减仓 |
| — | ELECTROCORE INC | $41.04万 | 0.00% | 47,498 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $40.84万 | 0.00% | 3,233 | -1,051 | -24.5% | -$13.28万 | 减仓 |
| XBI | SPDR SERIES TRUST | $40.80万 | 0.00% | 2,578 | -418 | -14.0% | -$6.62万 | 重新持有 |
| VOD | VODAFONE GROUP PLC | $40.63万 | 0.00% | 30,429 | 14,696 | 93.4% | $19.62万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $40.21万 | 0.00% | 2,645 | 4 | 0.2% | $608 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $40.02万 | 0.00% | 3,708 | -66 | -1.7% | -$7,124 | 减仓 |
| CNOB | CONNECTONE BANCORP INC | $39.96万 | 0.00% | 11,949 | 11,949 | — | $39.96万 | 新建仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $39.84万 | 0.00% | 10,213 | 14 | 0.1% | $546 | 加仓 |
| NEM | NEWMONT CORP | $39.78万 | 0.00% | 4,259 | 1,402 | 49.1% | $13.10万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $39.77万 | 0.00% | 31,073 | 31,073 | — | $39.77万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $39.75万 | 0.00% | 2,161 | 5 | 0.2% | $920 | 加仓 |
| — | NORTHERN STOCK INDEX | $39.49万 | 0.00% | 5,291 | 5,291 | — | $39.49万 | 新建仓 |
| UBS | UBS GROUP AG | $39.25万 | 0.00% | 7,919 | 1,443 | 22.3% | $7.15万 | 加仓 |
| — | JP MORGAN U.S. EQUITY FUND INST CLASS | $39.15万 | 0.00% | 13,929 | 13,929 | — | $39.15万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $39.04万 | 0.00% | 3,129 | 3,129 | — | $39.04万 | 新建仓 |
| DLS | WISDOMTREE TR | $39.04万 | 0.00% | 4,659 | 621 | 15.4% | $5.20万 | 加仓 |
| — | VANGUARD MID-CAP INDEX FUND ADMIRAL SHARES | $38.99万 | 0.00% | 977 | 977 | — | $38.99万 | 新建仓 |
| POWL | POWELL INDS INC | $38.95万 | 0.00% | 1,360 | 1,360 | — | $38.95万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $38.74万 | 0.00% | 2,372 | 425 | 21.8% | $6.94万 | 加仓 |
| CCI | CROWN CASTLE INC | $38.72万 | 0.00% | 5,113 | 2,383 | 87.3% | $18.05万 | 重新持有 |
| — | AB GROWTH ADVISOR (CLASS) | $38.55万 | 0.00% | 2,831 | 2,831 | — | $38.55万 | 新建仓 |
| WRB | BERKLEY W R CORP | $38.52万 | 0.00% | 5,461 | -48 | -0.9% | -$3,385 | 减仓 |
| EVR | EVERCORE INC | $38.51万 | 0.00% | 1,128 | -171 | -13.2% | -$5.84万 | 减仓 |
| VINIX | VANGUARD INSTITUTIONAL INDEX FUND #94 | $38.51万 | 0.00% | 642 | 642 | — | $38.51万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $38.45万 | 0.00% | 3,454 | 1,382 | 66.7% | $15.38万 | 加仓 |