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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $21.48亿 | 11.83% | 2,868,273 | 198,310 | 7.4% | $1.49亿 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $11.16亿 | 6.14% | 15,662,182 | 1,099,481 | 7.5% | $7,833.80万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $7.93亿 | 4.37% | 1,154,326 | 24,199 | 2.1% | $1,662.01万 | 加仓 |
| IJH | ISHARES TR | $6.14亿 | 3.38% | 7,961,778 | 252,348 | 3.3% | $1,945.86万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $5.51亿 | 3.03% | 6,446,651 | 111,689 | 1.8% | $954.83万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $5.10亿 | 2.81% | 5,799,266 | 5,047,815 | 671.7% | $4.44亿 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4.81亿 | 2.65% | 1,299,198 | 336,188 | 34.9% | $1.24亿 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $4.30亿 | 2.37% | 13,574,503 | 263,057 | 2.0% | $834.15万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3.80亿 | 2.09% | 4,415,332 | 351,238 | 8.6% | $3,025.56万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3.75亿 | 2.07% | 502,627 | 61,495 | 13.9% | $4,592.26万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3.35亿 | 1.84% | 7,548,752 | 43,777 | 0.6% | $194.19万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.10亿 | 1.71% | 5,198,174 | 300,752 | 6.1% | $1,795.19万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $3.03亿 | 1.67% | 10,939,617 | -1,269,463 | -10.4% | -$3,516.41万 | 减仓 |
| IJR | ISHARES TR | $3.00亿 | 1.65% | 2,025,543 | 84,483 | 4.4% | $1,252.97万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $2.53亿 | 1.40% | 5,045,602 | 589,734 | 13.2% | $2,962.23万 | 加仓 |
| IUSB | ISHARES TR | $2.53亿 | 1.39% | 5,483,050 | 755,807 | 16.0% | $3,488.05万 | 加仓 |
| AON | AON PLC | $2.41亿 | 1.33% | 726,424 | -257,651 | -26.2% | -$8,546.03万 | 减仓 |
| AAPL | APPLE INC | $2.27亿 | 1.25% | 784,975 | 272,168 | 53.1% | $7,875.45万 | 加仓 |
| SGOV | ISHARES TR | $2.24亿 | 1.23% | 2,224,301 | 2,209,289 | 14,716.8% | $2.22亿 | 加仓 |
| VXF | VANGUARD INDEX FDS | $2.06亿 | 1.14% | 838,191 | 14,641 | 1.8% | $360.48万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1.89亿 | 1.04% | 2,345,040 | -128,992 | -5.2% | -$1,039.29万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1.82亿 | 1.00% | 530,162 | -277,621 | -34.4% | -$9,547.67万 | 减仓 |
| IEMG | ISHARES INC | $1.48亿 | 0.82% | 1,791,433 | 103,953 | 6.2% | $861.15万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.28亿 | 0.71% | 641,006 | 323,653 | 102.0% | $6,475.97万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.28亿 | 0.70% | 342,187 | 104,523 | 44.0% | $3,898.93万 | 加仓 |
| IAU | ISHARES GOLD TR | $1.25亿 | 0.69% | 1,659,286 | 1,628,465 | 5,283.6% | $1.23亿 | 加仓 |
| VWIUX | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT ADMIRAL CLASS | $1.22亿 | 0.67% | 8,824,534 | 8,824,534 | — | $1.22亿 | 新建仓 |
| VB | VANGUARD INDEX FDS | $1.18亿 | 0.65% | 389,955 | -11,581 | -2.9% | -$351.04万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1.14亿 | 0.63% | 1,355,390 | 87,627 | 6.9% | $733.88万 | 加仓 |
| GOOG | ALPHABET INC | $1.08亿 | 0.59% | 304,880 | 39,898 | 15.1% | $1,409.71万 | 加仓 |
| SOXX | ISHARES TR | $1.04亿 | 0.57% | 161,642 | 150,986 | 1,416.9% | $9,674.61万 | 加仓 |
| QQQ | INVESCO QQQ TR | $9,873.80万 | 0.54% | 134,082 | 8,442 | 6.7% | $621.67万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $9,860.77万 | 0.54% | 687,689 | 679,072 | 7,880.6% | $9,737.21万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $9,545.53万 | 0.53% | 2,373,919 | -62,380 | -2.6% | -$250.83万 | 减仓 |
| — | MONEY MARKET FUND 261941702 | $9,186.28万 | 0.51% | 91,862,768 | 91,862,768 | — | $9,186.28万 | 新建仓 |
| AMZN | AMAZON COM INC | $9,124.23万 | 0.50% | 382,824 | 163,420 | 74.5% | $3,894.95万 | 加仓 |
| IWV | ISHARES TR | $9,073.73万 | 0.50% | 212,799 | 171,412 | 414.2% | $7,308.99万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $9,041.87万 | 0.50% | 2,078,591 | 29,827 | 1.5% | $129.75万 | 加仓 |
| ACWX | ISHARES TR | $8,982.16万 | 0.49% | 1,180,155 | 1,167,371 | 9,131.5% | $8,884.86万 | 加仓 |
| ITOT | ISHARES TR | $8,465.31万 | 0.47% | 515,328 | 421,238 | 447.7% | $6,919.69万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $8,360.43万 | 0.46% | 2,840,786 | 17,856 | 0.6% | $52.55万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $8,258.77万 | 0.45% | 2,002,126 | 10,916 | 0.5% | $45.03万 | 加仓 |
| TFLO | ISHARES TR | $8,100.18万 | 0.45% | 1,599,878 | -192,956 | -10.8% | -$976.94万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $8,045.09万 | 0.44% | 2,777,041 | 21,785 | 0.8% | $63.11万 | 加仓 |
| IXUS | ISHARES TR | $8,041.99万 | 0.44% | 842,622 | 7,237 | 0.9% | $69.07万 | 加仓 |
| IEFA | ISHARES TR | $8,025.94万 | 0.44% | 831,014 | 42,531 | 5.4% | $410.76万 | 加仓 |
| SMH | VANECK ETF TRUST | $7,841.96万 | 0.43% | 119,562 | 113,440 | 1,853.0% | $7,440.42万 | 加仓 |
| CME | CME GROUP INC | $7,839.69万 | 0.43% | 355,010 | 38,920 | 12.3% | $859.47万 | 加仓 |
| GOOGL | ALPHABET INC | $7,735.21万 | 0.43% | 216,448 | 81,504 | 60.4% | $2,912.71万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $7,496.99万 | 0.41% | 205,004 | 886 | 0.4% | $32.40万 | 加仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $7,396.28万 | 0.41% | 782,924 | 13,501 | 1.8% | $127.54万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $7,355.35万 | 0.40% | 337,510 | 44,635 | 15.2% | $972.73万 | 加仓 |
| HYDB | ISHARES TR | $7,197.36万 | 0.40% | 1,538,885 | 24,649 | 1.6% | $115.28万 | 加仓 |
| SHY | ISHARES TR | $6,713.19万 | 0.37% | 817,585 | 798,814 | 4,255.6% | $6,559.06万 | 加仓 |
| IWF | ISHARES TR | $6,589.23万 | 0.36% | 530,662 | 153,638 | 40.8% | $1,907.72万 | 加仓 |
| MUB | ISHARES TR | $6,112.83万 | 0.34% | 568,001 | 55,532 | 10.8% | $597.64万 | 加仓 |
| EFA | ISHARES TR | $6,030.85万 | 0.33% | 580,559 | 25,282 | 4.6% | $262.63万 | 加仓 |
| IWB | ISHARES TR | $5,941.94万 | 0.33% | 145,102 | 62,341 | 75.3% | $2,552.87万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $5,705.79万 | 0.31% | 777,249 | 27,540 | 3.7% | $202.17万 | 加仓 |
| NOBL | PROSHARES TR | $5,644.15万 | 0.31% | 1,005,012 | 75,130 | 8.1% | $421.93万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $5,632.29万 | 0.31% | 295,627 | 265,969 | 896.8% | $5,067.24万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $5,278.96万 | 0.29% | 217,250 | 11,940 | 5.8% | $290.13万 | 加仓 |
| SPAB | SPDR SER TR BARCLAYS AGGREGATE BD ETF | $5,254.19万 | 0.29% | 2,058,853 | 2,058,853 | — | $5,254.19万 | 新建仓 |
| PVAL | PUTNAM ETF TRUST | $5,228.09万 | 0.29% | 1,026,122 | 51,049 | 5.2% | $260.09万 | 加仓 |
| SMMD | ISHARES TR | $5,155.27万 | 0.28% | 562,618 | 22,284 | 4.1% | $204.19万 | 加仓 |
| — | VANGUARD FEDERAL MMKT-INV | $4,935.87万 | 0.27% | 49,358,744 | 49,358,744 | — | $4,935.87万 | 新建仓 |
| SPTS | SPDR SERIES TRUST | $4,864.11万 | 0.27% | 1,676,702 | 1,667,145 | 17,444.2% | $4,836.39万 | 加仓 |
| ILCG | ISHARES TR | $4,625.72万 | 0.25% | 395,293 | 390,660 | 8,432.1% | $4,571.50万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $4,522.97万 | 0.25% | 380,113 | 277,480 | 270.4% | $3,301.74万 | 加仓 |
| — | FIDELITY TREASURY (ONLY MONEY MARKET FD) | $4,414.58万 | 0.24% | 44,145,794 | 44,145,794 | — | $4,414.58万 | 新建仓 |
| SPTM | SPDR PORT TTL STCK MRKT | $4,394.18万 | 0.24% | 483,994 | 483,994 | — | $4,394.18万 | 新建仓 |
| TSLA | TESLA INC | $4,393.63万 | 0.24% | 104,461 | 11,476 | 12.3% | $482.68万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $4,373.31万 | 0.24% | 553,373 | 76,351 | 16.0% | $603.40万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $4,223.70万 | 0.23% | 2,659,758 | 2,491,081 | 1,476.8% | $3,955.84万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,183.06万 | 0.23% | 83,596 | 16,829 | 25.2% | $842.11万 | 加仓 |
| CVX | CHEVRON CORPORATION | $4,116.98万 | 0.23% | 248,370 | 189,300 | 320.5% | $3,137.83万 | 加仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $3,952.45万 | 0.22% | 464,924 | 13,774 | 3.1% | $117.10万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $3,760.91万 | 0.21% | 727,590 | -86,713 | -10.6% | -$448.22万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3,749.98万 | 0.21% | 114,563 | 51,054 | 80.4% | $1,671.14万 | 加仓 |
| — | VANGUARD LONG TERM TAX EXEMPT FUND ADMIRAL SHARES | $3,705.93万 | 0.20% | 3,390,604 | 3,390,604 | — | $3,705.93万 | 新建仓 |
| AVGO | BROADCOM INC | $3,657.64万 | 0.20% | 96,827 | 52,080 | 116.4% | $1,967.32万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $3,647.07万 | 0.20% | 1,005,812 | -250,683 | -20.0% | -$908.98万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3,528.81万 | 0.19% | 165,851 | 23,073 | 16.2% | $490.92万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $3,371.02万 | 0.19% | 668,986 | 658,732 | 6,424.1% | $3,319.35万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $3,346.67万 | 0.18% | 661,660 | -14,076 | -2.1% | -$71.20万 | 减仓 |
| LLY | ELI LILLY & CO | $3,338.08万 | 0.18% | 27,830 | 12,320 | 79.4% | $1,477.73万 | 加仓 |
| EAGG | ISHARES TR | $3,271.91万 | 0.18% | 690,130 | 32,361 | 4.9% | $153.42万 | 加仓 |
| — | FIDELITY 500 INDEX FD-AI | $3,265.51万 | 0.18% | 125,005 | 125,005 | — | $3,265.51万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $3,238.11万 | 0.18% | 95,731 | 81,314 | 564.0% | $2,750.45万 | 加仓 |
| IWM | ISHARES TR | $3,214.27万 | 0.18% | 106,982 | 10,629 | 11.0% | $319.35万 | 加仓 |
| — | BEAZER HOMES USA INC | $3,133.54万 | 0.17% | 1,117,128 | -10 | -0.0% | -$281 | 减仓 |
| IGF | ISHARES TR | $3,098.80万 | 0.17% | 465,286 | 13,144 | 2.9% | $87.54万 | 加仓 |
| CAVA | CAVA GROUP INC | $3,009.89万 | 0.17% | 383,523 | -19,954 | -4.9% | -$156.60万 | 减仓 |
| — | VANGUARD LIMITED TAX -EXEMPT FUND ADMIRAL SHARES | $2,998.45万 | 0.17% | 2,730,825 | 2,730,825 | — | $2,998.45万 | 新建仓 |
| USFR | WISDOMTREE TR | $2,924.39万 | 0.16% | 580,812 | -228,986 | -28.3% | -$1,152.94万 | 减仓 |
| IBTG | ISHARES TR | $2,916.51万 | 0.16% | 1,274,142 | 249,898 | 24.4% | $572.02万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $2,842.16万 | 0.16% | 228,396 | 37,727 | 19.8% | $469.47万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $2,838.80万 | 0.16% | 676,711 | 676,711 | — | $2,838.80万 | 新建仓 |
| GOVT | ISHARES TR | $2,744.32万 | 0.15% | 1,204,706 | -29,859 | -2.4% | -$68.02万 | 减仓 |
| — | FUNDVANTAGE TR | $2,654.14万 | 0.15% | 1,220,295 | -313,635 | -20.4% | -$682.16万 | 减仓 |