13F 机构持仓

Wealthcare Advisory Partners LLC

WEST CHESTER PA · SEC CIK 0001683059

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$52.74亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPYM 7.3%
SPTM 4.3%
VTI 2.8%
STIP 2.6%
SPSM 1.9%
IEF 1.8%
SPMD 1.6%
SPAB 1.6%
NVDA 1.4%
SPDW 1.4%

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
GSEW GOLDMAN SACHS ETF TR $555.18万0.11%58,799 -19-0.0% -$1,794 减仓
UYLD ANGEL OAK FUNDS TRUST $555.42万0.11%108,896 103,7872,031.5% $529.36万 加仓
— WISDOMTREE TR $555.50万0.11%114,276 6130.5% $2.98万 加仓
AMGN AMGEN INC $556.21万0.11%15,360 -1,975-11.4% -$71.52万 减仓
LMT LOCKHEED MARTIN CORP $562.59万0.11%11,043 -1,250-10.2% -$63.68万 减仓
BINC BLACKROCK ETF TRUST II $565.12万0.11%107,970 20,30223.2% $106.26万 加仓
UPS UNITED PARCEL SVCS INC $567.12万0.11%52,755 -3,663-6.5% -$39.38万 减仓
DFUS DIMENSIONAL ETF TRUST $569.34万0.11%69,483 -159,501-69.7% -$1,306.94万 减仓
CARY ANGEL OAK FUNDS TRUST $571.28万0.11%274,920 88,03947.1% $182.95万 加仓
VRT VERTIV HOLDINGS CO $578.18万0.11%17,268 -828-4.6% -$27.72万 减仓
VAW VANGUARD WORLD FD $582.10万0.11%25,443 1,6276.8% $37.22万 加仓
COST COSTCO WHOLESALE CORPORATION $597.72万0.11%6,390 -2,520-28.3% -$235.72万 减仓
LOW LOWES COS INC $600.62万0.11%27,240 -2,671-8.9% -$58.89万 减仓
— TIDAL TRUST I $606.38万0.11%198,552 -14,985-7.0% -$45.76万 减仓
IBM INTERNATIONAL BUSINESS MACHS $609.50万0.12%21,674 -875-3.9% -$24.61万 减仓
CGUS CAPITAL GROUP CORE EQUITY ET $616.42万0.12%138,584 -16,485-10.6% -$73.33万 减仓
DIVO AMPLIFY ETF TR $618.67万0.12%135,377 8,6826.9% $39.68万 加仓
JIVE J P MORGAN EXCHANGE TRADED F $619.08万0.12%67,325 67,325— $619.08万 新建仓
SSO PROSHARES TR $639.69万0.12%94,938 -980-1.0% -$6.60万 减仓
EFA ISHARES TR $662.16万0.13%63,743 -58,832-48.0% -$611.14万 减仓
INTC INTEL CORP $669.63万0.13%47,957 -8,860-15.6% -$123.71万 减仓
QQQJ INVESCO EXCH TRADED FD TR II $688.67万0.13%151,556 -4,989-3.2% -$22.67万 减仓
FIW FIRST TR EXCHANGE-TRADED FD $704.77万0.13%64,351 9,03716.3% $98.97万 加仓
DSI ISHARES TR $705.69万0.13%49,560 3,3607.3% $47.84万 加仓
ITOT ISHARES TR $706.27万0.13%42,994 -1,631-3.7% -$26.79万 减仓
CGMU CAPITAL GRP FIXED INCM ETF T $708.00万0.13%257,734 4,5331.8% $12.45万 加仓
DGRO ISHARES TR $713.79万0.14%94,180 -1,666-1.7% -$12.63万 减仓
JAAA JANUS DETROIT STR TR $719.83万0.14%142,568 -168,737-54.2% -$851.95万 减仓
VYMI VANGUARD WHITEHALL FDS $724.94万0.14%73,823 2,4183.4% $23.74万 加仓
PDI PIMCO DYNAMIC INCOME FD $729.44万0.14%436,792 -1,100-0.3% -$1.84万 减仓
SOXX ISHARES TR $735.16万0.14%11,473 -1,714-13.0% -$109.83万 减仓
ARTY ISHARES TR $744.32万0.14%97,731 -7,575-7.2% -$57.69万 减仓
QQQM INVESCO EXCH TRADED FD TR II $757.18万0.14%24,992 -52,013-67.5% -$1,575.83万 减仓
FLOT ISHARES TR $772.90万0.15%151,400 16,95812.6% $86.57万 加仓
SMLF ISHARES TR $779.07万0.15%87,399 2,0992.5% $18.71万 加仓
RZV INVESCO EXCHANGE TRADED FD T $780.20万0.15%52,341 4780.9% $7.13万 加仓
VRP INVESCO EXCH TRADED FD TR II $788.16万0.15%324,211 46,22316.6% $112.37万 加仓
CAIE CALAMOS ETF TR $802.52万0.15%294,935 14,3835.1% $39.14万 加仓
KBWB INVESCO EXCH TRADED FD TR II $813.47万0.15%87,489 8451.0% $7.86万 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $814.16万0.15%132,470 4,3353.4% $26.64万 加仓
AMD ADVANCED MICRO DEVICES INC $817.58万0.16%14,074 -3,158-18.3% -$183.45万 减仓
QLD PROSHARES TR $821.11万0.16%84,860 -850-1.0% -$8.22万 减仓
GDE WISDOMTREE TR $825.03万0.16%135,041 5,7704.5% $35.25万 加仓
SLYG SPDR SERIES TRUST $838.40万0.16%70,377 -1,116-1.6% -$13.29万 减仓
CSCO CISCO SYS INC $872.06万0.17%74,243 -5,650-7.1% -$66.36万 减仓
CLSE TRUST FOR PROFESSIONAL MANAG $873.58万0.17%255,919 255,919— $873.58万 新建仓
VGT VANGUARD WORLD FD $888.13万0.17%74,308 -1,324-1.8% -$15.82万 减仓
VUG VANGUARD INDEX FDS $910.50万0.17%105,700 -12,824-10.8% -$110.47万 减仓
TFC TRUIST FINL CORP $922.28万0.17%185,123 -8,773-4.5% -$43.71万 减仓
EFV ISHARES TR $922.58万0.17%120,520 1,6751.4% $12.82万 加仓
SLV ISHARES SILVER TR $952.76万0.18%178,186 -13,334-7.0% -$71.30万 减仓
V VISA INC $955.53万0.18%27,851 -12,579-31.1% -$431.57万 减仓
GRID FIRST TR EXCHANGE-TRADED FD $958.67万0.18%49,996 1,6013.3% $30.70万 加仓
SPMO INVESCO EXCH TRADED FD TR II $959.56万0.18%59,401 2,7194.8% $43.92万 加仓
META META PLATFORMS INC $959.79万0.18%17,039 -1,973-10.4% -$111.14万 减仓
JNJ JOHNSON & JOHNSON $964.51万0.18%37,978 -2,946-7.2% -$74.82万 减仓
XLK SELECT SECTOR SPDR TR $972.23万0.18%51,030 -7,085-12.2% -$134.98万 减仓
DRSK ETF SER SOLUTIONS $983.09万0.19%341,944 -22,444-6.2% -$64.53万 减仓
IWY ISHARES TR $994.09万0.19%34,206 -546-1.6% -$15.87万 减仓
XCEM COLUMBIA ETF TR II $1,007.59万0.19%190,542 -4,187-2.2% -$22.14万 减仓
REMX VANECK ETF TRUST $1,012.78万0.19%114,439 9,8989.5% $87.60万 加仓
GSIE GOLDMAN SACHS ETF TR $1,021.16万0.19%223,449 7,0163.2% $32.06万 加仓
IWF ISHARES TR $1,056.45万0.20%85,081 -747-0.9% -$9.28万 减仓
SCHX SCHWAB STRATEGIC TR $1,060.84万0.20%360,461 -28,139-7.2% -$82.81万 减仓
FLQL FRANKLIN TEMPLETON ETF TR $1,062.14万0.20%135,685 -1,199-0.9% -$9.39万 减仓
IWD ISHARES TR $1,065.42万0.20%43,948 -1,230-2.7% -$29.82万 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
GLD SPDR GOLD TR $1,082.07万0.21%29,374 -460-1.5% -$16.95万 减仓
VB VANGUARD INDEX FDS $1,091.46万0.21%36,007 -1,134-3.1% -$34.37万 减仓
DGRW WISDOMTREE TR $1,098.37万0.21%114,868 -1,306-1.1% -$12.49万 减仓
AVXC AMERICAN CENTY ETF TR $1,101.47万0.21%128,604 -5,350-4.0% -$45.82万 减仓
ALAB ASTERA LABS INC $1,103.46万0.21%22,845 2010.9% $9.71万 加仓
RSPN INVESCO EXCHANGE TRADED FD T $1,125.59万0.21%175,887 2,2571.3% $14.44万 加仓
QUAL ISHARES TR $1,177.81万0.22%53,676 1,5032.9% $32.98万 加仓
WINN HARBOR ETF TRUST $1,207.48万0.23%371,874 -17,956-4.6% -$58.30万 减仓
SPYV SPDR SERIES TRUST $1,211.27万0.23%199,255 5,0342.6% $30.60万 加仓
RDVY FIRST TR EXCHANGE TRADED FD $1,212.93万0.23%149,633 4,8113.3% $39.00万 加仓
LLY ELI LILLY & CO $1,235.85万0.23%10,304 60.1% $7,196 加仓
CAT CATERPILLAR INC $1,236.70万0.23%11,613 -4,187-26.5% -$445.88万 减仓
PAVE GLOBAL X FDS $1,246.11万0.24%211,492 7,2383.5% $42.65万 加仓
RSP INVESCO EXCHANGE TRADED FD T $1,260.45万0.24%59,240 -22,673-27.7% -$482.41万 减仓
ABBV ABBVIE INC $1,268.83万0.24%50,422 -2,254-4.3% -$56.72万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $1,293.00万0.25%25,840 -5,174-16.7% -$258.90万 减仓
IFRA ISHARES TR $1,296.73万0.25%205,700 24,89913.8% $156.96万 加仓
GLDM WORLD GOLD TR $1,309.05万0.25%164,826 1,1690.7% $9.28万 加仓
USRT ISHARES TR $1,333.94万0.25%200,743 23,64313.4% $157.11万 加仓
VRIG INVESCO ACTIVELY MANAGED EXC $1,343.83万0.25%536,030 26,1095.1% $65.46万 加仓
IXUS ISHARES TR $1,344.76万0.25%140,901 10,1237.7% $96.61万 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
FAUG FIRST TR EXCHNG TRADED FD VI $1,388.31万0.26%245,697 10,7264.6% $60.61万 加仓
SDVY FIRST TR EXCHANGE TRADED FD $1,396.03万0.26%323,604 4,8721.5% $21.02万 加仓
SPYG SPDR SERIES TRUST $1,438.04万0.27%120,854 -1,603-1.3% -$19.07万 减仓
GOOG ALPHABET INC $1,438.11万0.27%40,702 -4,337-9.6% -$153.24万 减仓
NTSI WISDOMTREE TR $1,440.37万0.27%309,093 11,6543.9% $54.31万 加仓
BKLN INVESCO EXCH TRADED FD TR II $1,457.09万0.28%715,314 108,70317.9% $221.43万 加仓
HD HOME DEPOT INC $1,469.72万0.28%41,673 -10,902-20.7% -$384.49万 减仓
IGE ISHARES TR $1,470.51万0.28%261,750 31,68613.8% $178.01万 加仓
SMH VANECK ETF TRUST $1,486.00万0.28%22,656 -2,949-11.5% -$193.42万 减仓
MU MICRON TECHNOLOGY INC $1,529.46万0.29%13,250 -3,608-21.4% -$416.48万 减仓
SUB ISHARES TR $1,559.97万0.30%146,517 30,41326.2% $323.81万 加仓