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 |
|---|---|---|---|---|---|---|---|---|
| CMI | CUMMINS INC | $347.64万 | 0.07% | 6,461 | -124 | -1.9% | -$6.67万 | 减仓 |
| HYD | VANECK ETF TRUST | $348.17万 | 0.07% | 69,440 | 9,364 | 15.6% | $46.95万 | 加仓 |
| BAC | BANK AMERICA CORP | $348.33万 | 0.07% | 71,452 | -1,442 | -2.0% | -$7.03万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $348.45万 | 0.07% | 25,191 | 286 | 1.1% | $3.96万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $350.55万 | 0.07% | 17,232 | 941 | 5.8% | $19.14万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $352.55万 | 0.07% | 98,726 | -3,678 | -3.6% | -$13.13万 | 减仓 |
| CALF | PACER FDS TR | $353.53万 | 0.07% | 78,790 | 5,171 | 7.0% | $23.20万 | 加仓 |
| FDX | FEDEX CORP | $354.51万 | 0.07% | 9,953 | 2 | 0.0% | $712 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $354.54万 | 0.07% | 95,307 | 23,105 | 32.0% | $85.95万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $356.03万 | 0.07% | 13,835 | 1,144 | 9.0% | $29.44万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $357.18万 | 0.07% | 91,679 | 73,526 | 405.0% | $286.46万 | 加仓 |
| IGSB | ISHARES TR | $358.04万 | 0.07% | 68,121 | 22,183 | 48.3% | $116.59万 | 加仓 |
| DES | WISDOMTREE TR | $359.97万 | 0.07% | 100,160 | -2,788 | -2.7% | -$10.02万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $361.25万 | 0.07% | 32,934 | 6,402 | 24.1% | $70.22万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $361.70万 | 0.07% | 74,027 | 6,334 | 9.4% | $30.95万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $362.81万 | 0.07% | 95,880 | 909 | 1.0% | $3.44万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $363.82万 | 0.07% | 67,387 | 13,031 | 24.0% | $70.35万 | 加仓 |
| MCD | MCDONALDS CORP | $368.52万 | 0.07% | 11,857 | 727 | 6.5% | $22.60万 | 加仓 |
| KEY | KEYCORP | $369.83万 | 0.07% | 184,454 | 1,497 | 0.8% | $3.00万 | 加仓 |
| MO | ALTRIA GROUP INC | $370.08万 | 0.07% | 56,082 | 12,059 | 27.4% | $79.58万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $370.10万 | 0.07% | 22,784 | 22,784 | — | $370.10万 | 新建仓 |
| KO | COCA COLA CO | $370.97万 | 0.07% | 48,780 | 2,903 | 6.3% | $22.08万 | 加仓 |
| GE | GE AEROSPACE | $371.55万 | 0.07% | 13,093 | -2,528 | -16.2% | -$71.74万 | 减仓 |
| — | CAMBRIA ETF TR | $371.65万 | 0.07% | 147,832 | 8,521 | 6.1% | $21.42万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $372.66万 | 0.07% | 43,766 | -2,375 | -5.1% | -$20.22万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $374.37万 | 0.07% | 45,666 | -4,202 | -8.4% | -$34.45万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $374.67万 | 0.07% | 75,100 | -8,272 | -9.9% | -$41.27万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $376.78万 | 0.07% | 74,447 | -104 | -0.1% | -$5,263 | 减仓 |
| IEMG | ISHARES INC | $377.96万 | 0.07% | 54,188 | 31,446 | 138.3% | $219.34万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $379.80万 | 0.07% | 34,087 | 70 | 0.2% | $7,800 | 加仓 |
| PFXF | VANECK ETF TRUST | $383.57万 | 0.07% | 218,685 | 5,765 | 2.7% | $10.11万 | 加仓 |
| RSSB | TIDAL TRUST II | $386.03万 | 0.08% | 141,871 | 19,023 | 15.5% | $51.76万 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $388.21万 | 0.08% | 186,881 | 13,302 | 7.7% | $27.63万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $389.82万 | 0.08% | 65,209 | -5,256 | -7.5% | -$31.42万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $392.18万 | 0.08% | 18,052 | -1,043 | -5.5% | -$22.66万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $392.21万 | 0.08% | 116,142 | 1,398 | 1.2% | $4.72万 | 加仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $394.11万 | 0.08% | 207,424 | 12,223 | 6.3% | $23.22万 | 加仓 |
| DTH | WISDOMTREE TR | $414.13万 | 0.08% | 76,563 | -2,568 | -3.2% | -$13.89万 | 减仓 |
| BIL | SPDR SERIES TRUST | $414.95万 | 0.08% | 45,281 | -10,139 | -18.3% | -$92.91万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $416.37万 | 0.08% | 231,061 | 2,530 | 1.1% | $4.56万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $425.02万 | 0.08% | 56,526 | 28,860 | 104.3% | $217.00万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $425.24万 | 0.08% | 47,941 | -78,685 | -62.1% | -$697.93万 | 减仓 |
| — | HONEYWELL INTL INC | $432.24万 | 0.08% | 19,123 | 975 | 5.4% | $22.04万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $433.24万 | 0.08% | 86,578 | 7,597 | 9.6% | $38.02万 | 加仓 |
| SOXX | ISHARES TR | $433.41万 | 0.08% | 13,187 | 875 | 7.1% | $28.76万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $441.65万 | 0.09% | 96,241 | 46,342 | 92.9% | $212.66万 | 加仓 |
| TBIL | RBB FD INC | $442.82万 | 0.09% | 88,812 | -6,864 | -7.2% | -$34.22万 | 减仓 |
| BILS | SPDR SERIES TRUST | $444.27万 | 0.09% | 44,677 | -627 | -1.4% | -$6.23万 | 减仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $447.43万 | 0.09% | 89,495 | 14,040 | 18.6% | $70.19万 | 加仓 |
| NFLX | NETFLIX INC. | $447.60万 | 0.09% | 46,552 | 568 | 1.2% | $5.46万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $449.63万 | 0.09% | 89,568 | 12,880 | 16.8% | $64.66万 | 加仓 |
| MRK | MERCK & CO INC | $449.71万 | 0.09% | 37,385 | 905 | 2.5% | $10.89万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $450.36万 | 0.09% | 9,013 | 241 | 2.7% | $12.04万 | 加仓 |
| — | WISDOMTREE TR | $451.81万 | 0.09% | 113,663 | -1,035 | -0.9% | -$4.11万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $452.58万 | 0.09% | 94,841 | 53,089 | 127.2% | $253.34万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $453.45万 | 0.09% | 18,096 | -2,239 | -11.0% | -$56.11万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $455.26万 | 0.09% | 87,668 | 5,227 | 6.3% | $27.14万 | 加仓 |
| DVY | ISHARES TR | $456.37万 | 0.09% | 30,141 | 2,834 | 10.4% | $42.91万 | 加仓 |
| — | WISDOMTREE TR | $464.41万 | 0.09% | 123,199 | 110,803 | 893.9% | $417.68万 | 加仓 |
| TMFC | RBB FD INC | $471.88万 | 0.09% | 71,529 | 2,243 | 3.2% | $14.80万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $474.63万 | 0.09% | 189,097 | -3,093 | -1.6% | -$7.76万 | 减仓 |
| PFE | PFIZER INC | $475.34万 | 0.09% | 169,282 | 10,536 | 6.6% | $29.59万 | 加仓 |
| RTX | RTX CORPORATION | $485.03万 | 0.09% | 25,144 | 1,687 | 7.2% | $32.54万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $487.01万 | 0.09% | 33,293 | 1,520 | 4.8% | $22.23万 | 加仓 |
| DIS | DISNEY WALT CO | $488.38万 | 0.09% | 50,673 | -1,325 | -2.5% | -$12.77万 | 减仓 |
| ARTY | ISHARES TR | $489.99万 | 0.10% | 105,306 | -614 | -0.6% | -$2.86万 | 减仓 |
| SSO | PROSHARES TR | $497.62万 | 0.10% | 95,918 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS ETF TR | $497.95万 | 0.10% | 58,818 | 532 | 0.9% | $4.50万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $501.60万 | 0.10% | 27,220 | -566 | -2.0% | -$10.43万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $501.99万 | 0.10% | 205,818 | -146,990 | -41.7% | -$358.51万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $502.70万 | 0.10% | 7 | 0 | 0.0% | — | 不变 |
| BFC | BANK FIRST CORP | $504.58万 | 0.10% | 37,359 | -221 | -0.6% | -$2.98万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $516.35万 | 0.10% | 35,749 | -8 | -0.0% | -$1,156 | 减仓 |
| QLD | PROSHARES TR | $522.83万 | 0.10% | 85,710 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $527.51万 | 0.10% | 47,618 | 9,325 | 24.4% | $103.30万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $536.20万 | 0.10% | 114,011 | -2,882 | -2.5% | -$13.55万 | 减仓 |
| WMT | WALMART INC | $536.63万 | 0.10% | 43,179 | -32,911 | -43.3% | -$409.02万 | 减仓 |
| VAW | VANGUARD WORLD FD | $536.67万 | 0.10% | 23,816 | 862 | 3.8% | $19.42万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $539.32万 | 0.10% | 88,039 | 245 | 0.3% | $1.50万 | 加仓 |
| WM | WASTE MGMT INC DEL | $545.81万 | 0.11% | 23,753 | 496 | 2.1% | $11.40万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $546.56万 | 0.11% | 22,549 | 136 | 0.6% | $3.30万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $555.04万 | 0.11% | 56,418 | -8,531 | -13.1% | -$83.93万 | 减仓 |
| DSI | ISHARES TR | $559.90万 | 0.11% | 46,200 | -1,158 | -2.4% | -$14.03万 | 减仓 |
| IGLB | ISHARES TR | $565.59万 | 0.11% | 113,962 | 4,495 | 4.1% | $22.31万 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $566.85万 | 0.11% | 156,545 | 2,162 | 1.4% | $7.83万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $568.23万 | 0.11% | 126,695 | 13,481 | 11.9% | $60.46万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $569.53万 | 0.11% | 16,858 | -569 | -3.3% | -$19.22万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $570.45万 | 0.11% | 55,314 | 7,049 | 14.6% | $72.70万 | 加仓 |
| SO | SOUTHERN CO | $570.47万 | 0.11% | 59,104 | -222 | -0.4% | -$2.14万 | 减仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $592.19万 | 0.12% | 152,863 | 14,439 | 10.4% | $55.94万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $595.78万 | 0.12% | 155,069 | -3,371 | -2.1% | -$12.95万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $597.64万 | 0.12% | 117,230 | 4,299 | 3.8% | $21.92万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $598.28万 | 0.12% | 142,584 | -8,917 | -5.9% | -$37.42万 | 减仓 |
| JSI | JANUS DETROIT STR TR | $603.62万 | 0.12% | 117,093 | 6,625 | 6.0% | $34.15万 | 加仓 |
| AMGN | AMGEN INC | $609.93万 | 0.12% | 17,335 | -4,846 | -21.8% | -$170.51万 | 减仓 |
| CSCO | CISCO SYS INC | $619.89万 | 0.12% | 79,893 | 625 | 0.8% | $4.85万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $635.46万 | 0.12% | 56,682 | -413 | -0.7% | -$4.63万 | 减仓 |
| ITOT | ISHARES TR | $635.60万 | 0.12% | 44,625 | 16,375 | 58.0% | $233.23万 | 加仓 |
| IWM | ISHARES TR | $638.09万 | 0.12% | 25,729 | 7,200 | 38.9% | $178.56万 | 加仓 |
| SMLF | ISHARES TR | $643.93万 | 0.13% | 85,300 | 1,931 | 2.3% | $14.58万 | 加仓 |