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 |
|---|---|---|---|---|---|---|---|---|
| JMST | J P MORGAN EXCHANGE TRADED F | $303.32万 | 0.06% | 59,474 | -57,756 | -49.3% | -$294.55万 | 减仓 |
| — | GLOBAL X FDS | $304.42万 | 0.06% | 60,921 | -3,344 | -5.2% | -$16.71万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $308.35万 | 0.06% | 34,318 | 154 | 0.5% | $1.38万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $309.42万 | 0.06% | 12,734 | -5,318 | -29.5% | -$129.22万 | 减仓 |
| MLPX | GLOBAL X FDS | $309.55万 | 0.06% | 42,024 | 3,078 | 7.9% | $22.67万 | 加仓 |
| CMI | CUMMINS INC | $312.00万 | 0.06% | 4,375 | -2,086 | -32.3% | -$148.76万 | 减仓 |
| QCOM | QUALCOMM INC | $313.89万 | 0.06% | 16,986 | -4,515 | -21.0% | -$83.43万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $314.14万 | 0.06% | 79,994 | 3,672 | 4.8% | $14.42万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $317.30万 | 0.06% | 14,352 | 14,352 | — | $317.30万 | 新建仓 |
| MO | ALTRIA GROUP INC | $318.16万 | 0.06% | 44,220 | -11,862 | -21.2% | -$85.35万 | 减仓 |
| DE | DEERE & CO | $319.99万 | 0.06% | 5,045 | -777 | -13.3% | -$49.28万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $321.44万 | 0.06% | 79,900 | -14,941 | -15.8% | -$60.11万 | 减仓 |
| IXN | ISHARES TR | $322.26万 | 0.06% | 22,305 | 281 | 1.3% | $4.06万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $323.28万 | 0.06% | 76,353 | -13,215 | -14.8% | -$55.95万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $323.50万 | 0.06% | 64,986 | 4,556 | 7.5% | $22.68万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $326.18万 | 0.06% | 137,744 | 13,660 | 11.0% | $32.35万 | 加仓 |
| FRDM | EA SERIES TRUST | $332.58万 | 0.06% | 45,621 | 129 | 0.3% | $9,404 | 加仓 |
| KOMP | SPDR SERIES TRUST | $332.94万 | 0.06% | 46,566 | -921 | -1.9% | -$6.59万 | 减仓 |
| DON | WISDOMTREE TR | $334.92万 | 0.06% | 59,256 | 878 | 1.5% | $4.96万 | 加仓 |
| AMAT | APPLIED MATLS INC | $335.28万 | 0.06% | 4,637 | -20 | -0.4% | -$1.45万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $336.14万 | 0.06% | 56,276 | -8,933 | -13.7% | -$53.36万 | 减仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $340.48万 | 0.06% | 77,225 | 5,186 | 7.2% | $22.87万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $340.54万 | 0.06% | 87,790 | 2,102 | 2.5% | $8.15万 | 加仓 |
| — | WISDOMTREE TR | $341.97万 | 0.06% | 99,006 | -24,193 | -19.6% | -$83.56万 | 减仓 |
| KO | COCA COLA CO | $348.03万 | 0.07% | 42,824 | -5,956 | -12.2% | -$48.40万 | 减仓 |
| SNOW | SNOWFLAKE INC | $348.21万 | 0.07% | 13,682 | 66 | 0.5% | $1.68万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $348.65万 | 0.07% | 20,492 | -80 | -0.4% | -$1.36万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $348.95万 | 0.07% | 134,990 | 15,339 | 12.8% | $39.65万 | 加仓 |
| VIS | VANGUARD WORLD FD | $351.01万 | 0.07% | 9,740 | 1,131 | 13.1% | $40.76万 | 加仓 |
| — | TIDAL TRUST II | $354.89万 | 0.07% | 168,575 | -327,443 | -66.0% | -$689.35万 | 减仓 |
| PFE | PFIZER INC | $355.35万 | 0.07% | 147,571 | -21,711 | -12.8% | -$52.28万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $356.59万 | 0.07% | 8,579 | -12 | -0.1% | -$4,988 | 减仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $357.84万 | 0.07% | 186,550 | -20,874 | -10.1% | -$40.04万 | 减仓 |
| IEFA | ISHARES TR | $362.22万 | 0.07% | 37,505 | -90,282 | -70.7% | -$871.93万 | 减仓 |
| BIL | SPDR SERIES TRUST | $362.45万 | 0.07% | 39,551 | -5,730 | -12.7% | -$52.51万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $365.72万 | 0.07% | 91,134 | -4,173 | -4.4% | -$16.75万 | 减仓 |
| — | CAMBRIA ETF TR | $370.26万 | 0.07% | 146,494 | -1,338 | -0.9% | -$3.38万 | 减仓 |
| GEV | GE VERNOVA INC | $370.58万 | 0.07% | 3,154 | -199 | -5.9% | -$23.38万 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $371.33万 | 0.07% | 19,163 | 2,670 | 16.2% | $51.74万 | 加仓 |
| TBIL | RBB FD INC | $374.62万 | 0.07% | 75,134 | -13,678 | -15.4% | -$68.20万 | 减仓 |
| HYD | VANECK ETF TRUST | $375.01万 | 0.07% | 72,804 | 3,364 | 4.8% | $17.33万 | 加仓 |
| IUSG | ISHARES TR | $376.57万 | 0.07% | 20,021 | -400 | -2.0% | -$7.52万 | 减仓 |
| MMM | 3M CO | $377.57万 | 0.07% | 23,320 | -108 | -0.5% | -$1.75万 | 减仓 |
| NOW | SERVICENOW INC | $379.23万 | 0.07% | 38,198 | 7,616 | 24.9% | $75.61万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $379.78万 | 0.07% | 10,385 | 724 | 7.5% | $26.48万 | 加仓 |
| ETN | EATON CORP PLC | $384.00万 | 0.07% | 9,012 | -365 | -3.9% | -$15.55万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $386.11万 | 0.07% | 70,898 | 3,511 | 5.2% | $19.12万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $387.85万 | 0.07% | 205,537 | -281 | -0.1% | -$5,302 | 减仓 |
| BAC | BANK OF AMER CORP | $392.59万 | 0.07% | 68,900 | -2,552 | -3.6% | -$14.54万 | 减仓 |
| DVY | ISHARES TR | $393.75万 | 0.07% | 25,192 | -4,949 | -16.4% | -$77.35万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $394.19万 | 0.07% | 43,218 | 24,558 | 131.6% | $223.99万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $396.32万 | 0.08% | 78,356 | 3,256 | 4.3% | $16.47万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $396.68万 | 0.08% | 31,036 | -1,898 | -5.8% | -$24.26万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $399.01万 | 0.08% | 33,725 | -362 | -1.1% | -$4.28万 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $399.37万 | 0.08% | 84,291 | 5,699 | 7.3% | $27.00万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $406.99万 | 0.08% | 102,930 | 4,204 | 4.3% | $16.62万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $407.21万 | 0.08% | 193,264 | 50,165 | 35.1% | $105.70万 | 加仓 |
| DES | WISDOMTREE TR | $408.93万 | 0.08% | 100,523 | 363 | 0.4% | $1.48万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $409.12万 | 0.08% | 111,995 | -4,147 | -3.6% | -$15.15万 | 减仓 |
| CALF | PACER FDS TR | $412.84万 | 0.08% | 81,573 | 2,783 | 3.5% | $14.08万 | 加仓 |
| DTH | WISDOMTREE TR | $414.10万 | 0.08% | 76,529 | -34 | -0.0% | -$1,840 | 减仓 |
| PFXF | VANECK ETF TRUST | $414.21万 | 0.08% | 232,180 | 13,495 | 6.2% | $24.08万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $415.92万 | 0.08% | 91,733 | -4,508 | -4.7% | -$20.44万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $416.34万 | 0.08% | 26,527 | 1,336 | 5.3% | $20.97万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $422.33万 | 0.08% | 36,199 | 2,906 | 8.7% | $33.90万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $430.63万 | 0.08% | 44,657 | -3,284 | -6.9% | -$31.67万 | 减仓 |
| KEY | KEYCORP | $432.75万 | 0.08% | 187,745 | 3,291 | 1.8% | $7.59万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $433.00万 | 0.08% | 8,431 | -582 | -6.5% | -$29.89万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $437.64万 | 0.08% | 29,844 | -5,905 | -16.5% | -$86.59万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $437.94万 | 0.08% | 46,172 | 2,406 | 5.5% | $22.82万 | 加仓 |
| RTX | RTX CORPORATION | $438.61万 | 0.08% | 23,118 | -2,026 | -8.1% | -$38.44万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $442.16万 | 0.08% | 5,794 | -274 | -4.5% | -$20.91万 | 减仓 |
| WMT | WALMART INC | $443.85万 | 0.08% | 39,188 | -3,991 | -9.2% | -$45.20万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $446.02万 | 0.08% | 14,561 | 726 | 5.2% | $22.24万 | 加仓 |
| DIS | DISNEY WALT CO | $446.34万 | 0.08% | 46,373 | -4,300 | -8.5% | -$41.39万 | 减仓 |
| BILS | SPDR SERIES TRUST | $447.75万 | 0.08% | 45,054 | 377 | 0.8% | $3.75万 | 加仓 |
| MRK | MERCK & CO INC | $448.11万 | 0.08% | 34,872 | -2,513 | -6.7% | -$32.29万 | 减仓 |
| — | PROSHARES TR | $453.20万 | 0.09% | 67,410 | -670 | -1.0% | -$4.50万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $462.25万 | 0.09% | 159,615 | -29,482 | -15.6% | -$85.38万 | 减仓 |
| RSSB | TIDAL TRUST II | $463.65万 | 0.09% | 150,731 | 8,860 | 6.2% | $27.25万 | 加仓 |
| IEMG | ISHARES INC | $466.11万 | 0.09% | 56,266 | 2,078 | 3.8% | $17.21万 | 加仓 |
| GE | GE AEROSPACE | $466.12万 | 0.09% | 12,472 | -621 | -4.7% | -$23.21万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $474.23万 | 0.09% | 89,292 | 1,253 | 1.4% | $6.65万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $476.76万 | 0.09% | 24,128 | -3,092 | -11.4% | -$61.10万 | 减仓 |
| SO | SOUTHERN CO | $485.92万 | 0.09% | 50,770 | -8,334 | -14.1% | -$79.76万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $489.27万 | 0.09% | 264,044 | 32,983 | 14.3% | $61.12万 | 加仓 |
| PULS | PGIM ETF TR | $499.86万 | 0.09% | 100,879 | -295,807 | -74.6% | -$1,465.73万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $509.94万 | 0.10% | 91,765 | 5,187 | 6.0% | $28.82万 | 加仓 |
| CVX | CHEVRON CORPORATION | $512.54万 | 0.10% | 30,920 | -4,188 | -11.9% | -$69.42万 | 减仓 |
| IWM | ISHARES TR | $517.68万 | 0.10% | 17,230 | -8,499 | -33.0% | -$255.35万 | 减仓 |
| WM | WASTE MGMT INC DEL | $520.29万 | 0.10% | 23,344 | -409 | -1.7% | -$9.12万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $524.20万 | 0.10% | 7 | 0 | 0.0% | — | 不变 |
| ACIO | ETF SER SOLUTIONS | $525.44万 | 0.10% | 113,879 | -28,705 | -20.1% | -$132.45万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $527.20万 | 0.10% | 31,878 | 815 | 2.6% | $13.48万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $529.67万 | 0.10% | 15,532 | -182 | -1.2% | -$6.21万 | 减仓 |
| TMFC | RBB FD INC | $531.69万 | 0.10% | 69,812 | -1,717 | -2.4% | -$13.08万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $541.21万 | 0.10% | 112,331 | -1,680 | -1.5% | -$8.09万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $541.97万 | 0.10% | 48,013 | -16,935 | -26.1% | -$191.16万 | 减仓 |
| GLW | CORNING INC | $545.97万 | 0.10% | 21,374 | -440 | -2.0% | -$11.24万 | 减仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $552.01万 | 0.10% | 141,018 | -11,845 | -7.7% | -$46.37万 | 减仓 |