Wealthcare Advisory Partners LLC
WEST CHESTER PA · SEC CIK 0001683059
$52.74亿2026Q2 申报市值
1,084持仓数
26.7%前十大占比 · 第一大 7.3%
80 / 82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
SCHP 加仓+$1,791.37万
STIP 加仓+$1,158.40万
CLSE 新建仓+$873.58万
BALT 加仓+$720.62万
JIVE 新建仓+$619.08万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$6,077.96万
SGOV 减仓-$4,231.84万
AAPL 减仓-$1,857.80万
EXXON MOBIL CORP 清仓-$1,809.08万
QQQ 减仓-$1,727.22万
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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $3.86亿 | 7.32% | 4,391,034 | -152,540 | -3.4% | -$1,340.52万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $2.28亿 | 4.32% | 2,508,062 | -78,765 | -3.0% | -$715.11万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1.47亿 | 2.80% | 398,442 | -12,895 | -3.1% | -$477.17万 | 减仓 |
| STIP | ISHARES TR | $1.35亿 | 2.56% | 1,322,733 | 113,391 | 9.4% | $1,158.40万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1.02亿 | 1.94% | 1,776,135 | 19,008 | 1.1% | $109.62万 | 加仓 |
| IEF | ISHARES TR | $9,536.80万 | 1.81% | 1,008,438 | -63,608 | -5.9% | -$601.54万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $8,313.87万 | 1.58% | 1,230,591 | 48,386 | 4.1% | $326.90万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $8,182.15万 | 1.55% | 3,206,173 | 190,995 | 6.3% | $487.42万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $7,572.99万 | 1.44% | 378,479 | -15,867 | -4.0% | -$317.48万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $7,151.48万 | 1.36% | 1,419,227 | 32,529 | 2.3% | $163.91万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $7,119.21万 | 1.35% | 1,565,006 | 41,007 | 2.7% | $186.54万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,514.08万 | 1.24% | 87,230 | -81,390 | -48.3% | -$6,077.96万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $6,349.04万 | 1.20% | 401,762 | 4,817 | 1.2% | $76.12万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $6,206.65万 | 1.18% | 1,259,466 | -46,243 | -3.5% | -$227.89万 | 减仓 |
| MUB | ISHARES TR | $6,201.84万 | 1.18% | 576,272 | 54,081 | 10.4% | $582.02万 | 加仓 |
| NTSX | WISDOMTREE TR | $6,092.28万 | 1.16% | 1,031,715 | 43,624 | 4.4% | $257.60万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $5,974.22万 | 1.13% | 86,985 | -15,329 | -15.0% | -$1,052.81万 | 减仓 |
| AAPL | APPLE INC | $5,743.50万 | 1.09% | 198,490 | -64,204 | -24.4% | -$1,857.80万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $5,538.53万 | 1.05% | 2,090,010 | 675,990 | 47.8% | $1,791.37万 | 加仓 |
| QQQ | INVESCO QQQ TR | $5,375.92万 | 1.02% | 73,003 | -23,455 | -24.3% | -$1,727.22万 | 减仓 |
| IVV | ISHARES TR | $4,524.81万 | 0.86% | 60,420 | -6,793 | -10.1% | -$508.72万 | 减仓 |
| DBEF | DBX ETF TR | $4,461.12万 | 0.85% | 816,607 | 21,809 | 2.7% | $119.14万 | 加仓 |
| AGG | ISHARES TR | $4,375.93万 | 0.83% | 442,103 | 36,599 | 9.0% | $362.26万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,105.63万 | 0.78% | 925,525 | -31,421 | -3.3% | -$139.38万 | 减仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $4,086.43万 | 0.77% | 741,908 | 8,006 | 1.1% | $44.10万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,028.50万 | 0.76% | 565,404 | -15,891 | -2.7% | -$113.22万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $4,002.85万 | 0.76% | 320,844 | 5,808 | 1.8% | $72.46万 | 加仓 |
| COWZ | PACER FDS TR | $3,705.03万 | 0.70% | 595,665 | 8,616 | 1.5% | $53.59万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,532.44万 | 0.67% | 421,784 | 30,722 | 7.9% | $257.30万 | 加仓 |
| SCZ | ISHARES TR | $3,489.24万 | 0.66% | 424,121 | 17,954 | 4.4% | $147.71万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $3,250.77万 | 0.62% | 688,721 | 40,990 | 6.3% | $193.47万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,170.41万 | 0.60% | 84,993 | -20,094 | -19.1% | -$749.55万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,904.41万 | 0.55% | 630,709 | 35,498 | 6.0% | $163.47万 | 加仓 |
| SHM | SPDR SERIES TRUST | $2,846.75万 | 0.54% | 593,505 | -7,106 | -1.2% | -$34.08万 | 减仓 |
| IBDU | ISHARES TR | $2,834.33万 | 0.54% | 1,223,806 | 41,435 | 3.5% | $95.96万 | 加仓 |
| PYLD | PIMCO ETF TR | $2,720.79万 | 0.52% | 1,025,937 | 42,869 | 4.4% | $113.69万 | 加仓 |
| AMZN | AMAZON COM INC | $2,621.87万 | 0.50% | 110,006 | -12,804 | -10.4% | -$305.17万 | 减仓 |
| MGV | VANGUARD WORLD FD | $2,532.80万 | 0.48% | 154,959 | 5,774 | 3.9% | $94.38万 | 加仓 |
| IJH | ISHARES TR | $2,489.03万 | 0.47% | 322,790 | 16,169 | 5.3% | $124.68万 | 加仓 |
| IJR | ISHARES TR | $2,402.80万 | 0.46% | 162,012 | 16,376 | 11.2% | $242.87万 | 加仓 |
| EMXC | ISHARES INC | $2,394.77万 | 0.45% | 234,093 | -4,098 | -1.7% | -$41.92万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,367.01万 | 0.45% | 746,454 | 29,108 | 4.1% | $92.30万 | 加仓 |
| SMMD | ISHARES TR | $2,358.29万 | 0.45% | 257,371 | -14,390 | -5.3% | -$131.86万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,303.17万 | 0.44% | 97,336 | -3,667 | -3.6% | -$86.77万 | 减仓 |
| MOAT | VANECK ETF TRUST | $2,291.53万 | 0.43% | 220,424 | 1,040 | 0.5% | $10.81万 | 加仓 |
| MBB | ISHARES TR | $2,287.65万 | 0.43% | 242,028 | 6,257 | 2.7% | $59.14万 | 加仓 |
| TFI | SPDR SERIES TRUST | $2,233.26万 | 0.42% | 487,611 | -1,462 | -0.3% | -$6.70万 | 减仓 |
| XT | ISHARES TR | $2,186.92万 | 0.41% | 264,664 | 8,816 | 3.4% | $72.85万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,111.20万 | 0.40% | 566,612 | 16,413 | 3.0% | $61.15万 | 加仓 |
| ANGL | VANECK ETF TRUST | $2,070.58万 | 0.39% | 708,131 | 19,295 | 2.8% | $56.42万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,014.22万 | 0.38% | 61,535 | -8,292 | -11.9% | -$271.42万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $1,956.75万 | 0.37% | 565,209 | -87,721 | -13.4% | -$303.69万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,942.94万 | 0.37% | 871,667 | 123,186 | 16.5% | $274.58万 | 加仓 |
| FTSD | FRANKLIN ETF TR | $1,900.81万 | 0.36% | 210,011 | 10,705 | 5.4% | $96.89万 | 加仓 |
| AVGO | BROADCOM INC | $1,892.27万 | 0.36% | 50,093 | -2,192 | -4.2% | -$82.80万 | 减仓 |
| IWB | ISHARES TR | $1,886.10万 | 0.36% | 46,059 | -1,369 | -2.9% | -$56.06万 | 减仓 |
| CAOS | EA SERIES TRUST | $1,875.69万 | 0.36% | 207,580 | 20,739 | 11.1% | $187.40万 | 加仓 |
| USFR | WISDOMTREE TR | $1,809.40万 | 0.34% | 359,365 | 1,575 | 0.4% | $7.93万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $1,802.36万 | 0.34% | 525,929 | 210,276 | 66.6% | $720.62万 | 加仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $1,800.92万 | 0.34% | 516,910 | -30,887 | -5.6% | -$107.61万 | 减仓 |
| GOOGL | ALPHABET INC | $1,755.32万 | 0.33% | 49,118 | -12,992 | -20.9% | -$464.29万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,744.37万 | 0.33% | 216,504 | -1,536 | -0.7% | -$12.38万 | 减仓 |
| TSLA | TESLA INC | $1,733.52万 | 0.33% | 41,216 | 1,252 | 3.1% | $52.66万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,669.85万 | 0.32% | 493,453 | -4,430 | -0.9% | -$14.99万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1,646.18万 | 0.31% | 545,634 | 6,593 | 1.2% | $19.89万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,603.93万 | 0.30% | 73,598 | -46,931 | -38.9% | -$1,022.77万 | 减仓 |
| SUB | ISHARES TR | $1,559.97万 | 0.30% | 146,517 | 30,413 | 26.2% | $323.81万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,529.46万 | 0.29% | 13,250 | -3,608 | -21.4% | -$416.48万 | 减仓 |
| SMH | VANECK ETF TRUST | $1,486.00万 | 0.28% | 22,656 | -2,949 | -11.5% | -$193.42万 | 减仓 |
| IGE | ISHARES TR | $1,470.51万 | 0.28% | 261,750 | 31,686 | 13.8% | $178.01万 | 加仓 |
| HD | HOME DEPOT INC | $1,469.72万 | 0.28% | 41,673 | -10,902 | -20.7% | -$384.49万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $1,457.09万 | 0.28% | 715,314 | 108,703 | 17.9% | $221.43万 | 加仓 |
| NTSI | WISDOMTREE TR | $1,440.37万 | 0.27% | 309,093 | 11,654 | 3.9% | $54.31万 | 加仓 |
| GOOG | ALPHABET INC | $1,438.11万 | 0.27% | 40,702 | -4,337 | -9.6% | -$153.24万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1,438.04万 | 0.27% | 120,854 | -1,603 | -1.3% | -$19.07万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,396.03万 | 0.26% | 323,604 | 4,872 | 1.5% | $21.02万 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $1,388.31万 | 0.26% | 245,697 | 10,726 | 4.6% | $60.61万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,360.32万 | 0.26% | 240,849 | -176,948 | -42.4% | -$999.40万 | 减仓 |
| IXUS | ISHARES TR | $1,344.76万 | 0.25% | 140,901 | 10,123 | 7.7% | $96.61万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $1,343.83万 | 0.25% | 536,030 | 26,109 | 5.1% | $65.46万 | 加仓 |
| USRT | ISHARES TR | $1,333.94万 | 0.25% | 200,743 | 23,643 | 13.4% | $157.11万 | 加仓 |
| GLDM | WORLD GOLD TR | $1,309.05万 | 0.25% | 164,826 | 1,169 | 0.7% | $9.28万 | 加仓 |
| IFRA | ISHARES TR | $1,296.73万 | 0.25% | 205,700 | 24,899 | 13.8% | $156.96万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,293.00万 | 0.25% | 25,840 | -5,174 | -16.7% | -$258.90万 | 减仓 |
| ABBV | ABBVIE INC | $1,268.83万 | 0.24% | 50,422 | -2,254 | -4.3% | -$56.72万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,260.45万 | 0.24% | 59,240 | -22,673 | -27.7% | -$482.41万 | 减仓 |
| PAVE | GLOBAL X FDS | $1,246.11万 | 0.24% | 211,492 | 7,238 | 3.5% | $42.65万 | 加仓 |
| CAT | CATERPILLAR INC | $1,236.70万 | 0.23% | 11,613 | -4,187 | -26.5% | -$445.88万 | 减仓 |
| LLY | ELI LILLY & CO | $1,235.85万 | 0.23% | 10,304 | 6 | 0.1% | $7,196 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,212.93万 | 0.23% | 149,633 | 4,811 | 3.3% | $39.00万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1,211.27万 | 0.23% | 199,255 | 5,034 | 2.6% | $30.60万 | 加仓 |
| WINN | HARBOR ETF TRUST | $1,207.48万 | 0.23% | 371,874 | -17,956 | -4.6% | -$58.30万 | 减仓 |
| QUAL | ISHARES TR | $1,177.81万 | 0.22% | 53,676 | 1,503 | 2.9% | $32.98万 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $1,125.59万 | 0.21% | 175,887 | 2,257 | 1.3% | $14.44万 | 加仓 |
| ALAB | ASTERA LABS INC | $1,103.46万 | 0.21% | 22,845 | 201 | 0.9% | $9.71万 | 加仓 |
| AVXC | AMERICAN CENTY ETF TR | $1,101.47万 | 0.21% | 128,604 | -5,350 | -4.0% | -$45.82万 | 减仓 |
| DGRW | WISDOMTREE TR | $1,098.37万 | 0.21% | 114,868 | -1,306 | -1.1% | -$12.49万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,091.46万 | 0.21% | 36,007 | -1,134 | -3.1% | -$34.37万 | 减仓 |
| GLD | SPDR GOLD TR | $1,082.07万 | 0.21% | 29,374 | -460 | -1.5% | -$16.95万 | 减仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $1,069.45万 | 0.20% | 101,303 | -6,694 | -6.2% | -$70.67万 | 减仓 |