Wealthcare Advisory Partners LLC
WEST CHESTER PA · SEC CIK 0001683059
$51.43亿2026Q1 申报市值
1,073持仓数
25.7%前十大占比 · 第一大 6.8%
74 / 63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
FSEP 新建仓+$3,693.73万
IEF 加仓+$2,906.92万
VTI 加仓+$1,789.25万
FTSD 加仓+$1,762.91万
QSPT 新建仓+$1,677.10万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$2,810.27万
DIMENSIONAL ETF 减仓-$2,300.70万
VGLT 清仓-$1,497.94万
IWY 减仓-$1,092.69万
BKLN 减仓-$891.77万
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 |
|---|---|---|---|---|---|---|---|---|
| VGLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -268,447 | -100.0% | -$1,497.94万 | 清仓 |
| — | TRISALUS LIFE SCIENCES INC | $0 | 0.00% | 0 | -643,740 | -100.0% | -$449.33万 | 清仓 |
| STT | STATE STR CORP | $0 | 0.00% | 0 | -21,120 | -100.0% | -$272.46万 | 清仓 |
| PTLC | PACER FDS TR | $0 | 0.00% | 0 | -39,366 | -100.0% | -$218.80万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -11,772 | -100.0% | -$216.44万 | 清仓 |
| DIHP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -66,090 | -100.0% | -$209.27万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -46,595 | -100.0% | -$177.20万 | 清仓 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -35,192 | -100.0% | -$150.76万 | 清仓 |
| DEHP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -32,656 | -100.0% | -$105.32万 | 清仓 |
| DFSD | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -20,489 | -100.0% | -$98.24万 | 清仓 |
| JBBB | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -19,312 | -100.0% | -$92.12万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -10,905 | -100.0% | -$88.06万 | 清仓 |
| VLUE | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DISV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -20,556 | -100.0% | -$78.11万 | 清仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWC | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVES | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -11,588 | -100.0% | -$67.57万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EFG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -14,436 | -100.0% | -$50.58万 | 清仓 |
| ITB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CFFN | CAPITOL FED FINL INC | $0 | 0.00% | 0 | -72,510 | -100.0% | -$49.38万 | 清仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $0 | 0.00% | 0 | -5,170 | -100.0% | -$46.55万 | 清仓 |
| DFEV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -11,972 | -100.0% | -$40.39万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVIG | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -9,491 | -100.0% | -$39.79万 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $0 | 0.00% | 0 | -14,610 | -100.0% | -$38.47万 | 清仓 |
| — | ALPS ETF TR | $0 | 0.00% | 0 | -6,853 | -100.0% | -$36.03万 | 清仓 |
| GRAL | GRAIL INC | $0 | 0.00% | 0 | -4,185 | -100.0% | -$35.82万 | 清仓 |
| DBMF | LITMAN GREGORY FDS TR | $0 | 0.00% | 0 | -12,116 | -100.0% | -$34.00万 | 清仓 |
| DFIV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -6,801 | -100.0% | -$33.94万 | 清仓 |
| — | CHART INDS INC | $0 | 0.00% | 0 | -1,580 | -100.0% | -$32.58万 | 清仓 |
| CRK | COMSTOCK RES INC | $0 | 0.00% | 0 | -13,819 | -100.0% | -$32.03万 | 清仓 |
| BITO | PROSHARES TR | $0 | 0.00% | 0 | -25,483 | -100.0% | -$30.99万 | 清仓 |
| HEDJ | WISDOMTREE TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TCHP | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -6,105 | -100.0% | -$30.44万 | 清仓 |
| FCOM | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -4,105 | -100.0% | -$30.09万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OPLN | OPENLANE INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$29.78万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -4,359 | -100.0% | -$29.28万 | 清仓 |
| TQQQ | PROSHARES TR | $0 | 0.00% | 0 | -5,482 | -100.0% | -$28.90万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GDS | GDS HLDGS LTD | $0 | 0.00% | 0 | -7,750 | -100.0% | -$27.05万 | 清仓 |
| PPG | PPG INDS INC | $0 | 0.00% | 0 | -2,601 | -100.0% | -$26.65万 | 清仓 |
| IDR | IDAHO STRATEGIC RESOURCES | $0 | 0.00% | 0 | -6,514 | -100.0% | -$26.25万 | 清仓 |
| ICVT | ISHARES TR | $0 | 0.00% | 0 | -2,631 | -100.0% | -$25.92万 | 清仓 |
| — | NET LEASE OFFICE PROPERTIES | $0 | 0.00% | 0 | -9,632 | -100.0% | -$24.84万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,980 | -100.0% | -$24.41万 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -3,708 | -100.0% | -$24.14万 | 清仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $0 | 0.00% | 0 | -17,541 | -100.0% | -$23.51万 | 清仓 |
| THRO | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -5,966 | -100.0% | -$23.00万 | 清仓 |
| ARKF | ARK ETF TR | $0 | 0.00% | 0 | -4,694 | -100.0% | -$22.36万 | 清仓 |
| AME | AMETEK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PVH | PVH CORPORATION | $0 | 0.00% | 0 | -3,294 | -100.0% | -$22.08万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -2,624 | -100.0% | -$21.89万 | 清仓 |
| SHYG | ISHARES TR | $0 | 0.00% | 0 | -5,088 | -100.0% | -$21.81万 | 清仓 |
| RGTI | RIGETTI COMPUTING INC | $0 | 0.00% | 0 | -9,756 | -100.0% | -$21.61万 | 清仓 |
| QDPL | PACER FDS TR | $0 | 0.00% | 0 | -4,935 | -100.0% | -$20.96万 | 清仓 |
| — | GRAYSCALE COINDESK CRYPTO | $0 | 0.00% | 0 | -5,040 | -100.0% | -$20.83万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -1,998 | -100.0% | -$20.80万 | 清仓 |
| NUMG | NUSHARES ETF TR | $0 | 0.00% | 0 | -4,348 | -100.0% | -$20.76万 | 清仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -4,248 | -100.0% | -$20.70万 | 清仓 |
| FNF | FIDELITY NATIONAL FINANCIAL | $0 | 0.00% | 0 | -3,783 | -100.0% | -$20.65万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | VIRGINIA NATL BANKSHARES COR | $0 | 0.00% | 0 | -5,129 | -100.0% | -$20.44万 | 清仓 |
| IVLU | ISHARES TR | $0 | 0.00% | 0 | -5,358 | -100.0% | -$20.39万 | 清仓 |
| WAB | WABTEC | $0 | 0.00% | 0 | -951 | -100.0% | -$20.30万 | 清仓 |
| HYFI | AB ACTIVE ETFS INC | $0 | 0.00% | 0 | -5,401 | -100.0% | -$20.30万 | 清仓 |
| MTZ | MASTEC INC | $0 | 0.00% | 0 | -928 | -100.0% | -$20.17万 | 清仓 |
| — | GABELLI HLTHCARE & WELLNESS | $0 | 0.00% | 0 | -14,523 | -100.0% | -$13.99万 | 清仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $0 | 0.00% | 0 | -15,816 | -100.0% | -$10.34万 | 清仓 |
| — | EAGLE POINT CREDIT COMPANY I | $0 | 0.00% | 0 | -13,417 | -100.0% | -$7.73万 | 清仓 |
| — | CURIOSITYSTREAM INC | $0 | 0.00% | 0 | -17,194 | -100.0% | -$6.53万 | 清仓 |
| — | AGILON HEALTH INC | $0 | 0.00% | 0 | -17,006 | -100.0% | -$1.17万 | 清仓 |
| — | FURY GOLD MINES LIMITED | $0 | 0.00% | 0 | -18,400 | -100.0% | -$1.09万 | 清仓 |
| — | IGC PHARMA INC | $2,630 | 0.00% | 10,000 | 10,000 | — | $2,630 | 新建仓 |
| — | VSEE HEALTH INC | $3,524 | 0.00% | 14,098 | 0 | 0.0% | — | 不变 |
| — | MICROVISION INC DEL | $7,694 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | TEADS HLDG CO | $1.08万 | 0.00% | 16,399 | 16,399 | — | $1.08万 | 新建仓 |
| — | EAGLE NUCLEAR ENERGY CORP | $1.66万 | 0.00% | 11,938 | 11,938 | — | $1.66万 | 新建仓 |
| PSEC | PROSPECT CAP CORP | $3.29万 | 0.00% | 12,622 | 623 | 5.2% | $1,626 | 加仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $3.82万 | 0.00% | 13,009 | 1,737 | 15.4% | $5,107 | 加仓 |
| REI | RING ENERGY INC | $3.98万 | 0.00% | 25,995 | -1,250 | -4.6% | -$1,912 | 减仓 |
| HNST | HONEST CO INC | $3.99万 | 0.00% | 13,559 | 1,243 | 10.1% | $3,654 | 加仓 |
| — | AURORA CANNABIS INC | $4.43万 | 0.00% | 13,544 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $4.77万 | 0.00% | 11,122 | 583 | 5.5% | $2,501 | 加仓 |
| ACHR | ARCHER AVIATION INC | $5.52万 | 0.00% | 10,679 | 336 | 3.2% | $1,737 | 重新持有 |
| RWT | REDWOOD TRUST INC | $6.21万 | 0.00% | 11,076 | -624 | -5.3% | -$3,501 | 减仓 |
| NXH | BED BATH & BEYOND INC | $6.45万 | 0.00% | 13,911 | -719 | -4.9% | -$3,336 | 减仓 |
| — | LIBERTY ALL-STAR GROWTH FD I | $6.53万 | 0.00% | 13,739 | -635 | -4.4% | -$3,016 | 减仓 |
| AUR | AURORA INNOVATION INC | $6.76万 | 0.00% | 16,413 | 437 | 2.7% | $1,800 | 加仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $7.39万 | 0.00% | 12,018 | 0 | 0.0% | — | 不变 |
| USA | LIBERTY ALL STAR EQUITY FD | $8.60万 | 0.00% | 15,502 | -4,064 | -20.8% | -$2.26万 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $9.30万 | 0.00% | 10,608 | -1,388 | -11.6% | -$1.22万 | 减仓 |
| ENVX | ENOVIX CORPORATION | $9.87万 | 0.00% | 19,061 | -5,238 | -21.6% | -$2.71万 | 减仓 |
| AEG | AEGON LTD | $10.11万 | 0.00% | 13,930 | 13,930 | — | $10.11万 | 新建仓 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI | $10.29万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | CION INVT CORP | $10.61万 | 0.00% | 15,517 | 0 | 0.0% | — | 不变 |
| — | PUTNAM ETF TRUST | $10.69万 | 0.00% | 12,452 | -194 | -1.5% | -$1,665 | 减仓 |