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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $2,054.04万 | 0.40% | 69,827 | -191 | -0.3% | -$5.62万 | 减仓 |
| IJH | ISHARES TR | $2,070.61万 | 0.40% | 306,621 | -15,587 | -4.8% | -$105.26万 | 减仓 |
| SMMD | ISHARES TR | $2,074.90万 | 0.40% | 271,761 | 11,812 | 4.5% | $90.18万 | 加仓 |
| MOAT | VANECK ETF TRUST | $2,121.44万 | 0.41% | 219,384 | 5,603 | 2.6% | $54.18万 | 加仓 |
| MGV | VANGUARD WORLD FD | $2,162.43万 | 0.42% | 149,185 | 1,873 | 1.3% | $27.15万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,172.16万 | 0.42% | 101,003 | -10,974 | -9.8% | -$236.01万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,200.82万 | 0.43% | 717,346 | -133,591 | -15.7% | -$409.86万 | 减仓 |
| TFI | SPDR SERIES TRUST | $2,217.46万 | 0.43% | 489,073 | -50,540 | -9.4% | -$229.15万 | 减仓 |
| MBB | ISHARES TR | $2,238.65万 | 0.44% | 235,771 | 75,189 | 46.8% | $713.92万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,364.77万 | 0.46% | 120,529 | -953 | -0.8% | -$18.70万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,368.08万 | 0.46% | 417,797 | 133,961 | 47.2% | $759.29万 | 加仓 |
| AMZN | AMAZON COM INC | $2,557.77万 | 0.50% | 122,810 | 7,182 | 6.2% | $149.58万 | 加仓 |
| PYLD | PIMCO ETF TR | $2,575.64万 | 0.50% | 983,068 | 182,088 | 22.7% | $477.07万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $2,603.23万 | 0.51% | 647,731 | 35,645 | 5.8% | $143.26万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,742.14万 | 0.53% | 595,211 | 62,426 | 11.7% | $287.60万 | 加仓 |
| IBDU | ISHARES TR | $2,750.20万 | 0.53% | 1,182,371 | 37,240 | 3.3% | $86.62万 | 加仓 |
| SHM | SPDR SERIES TRUST | $2,872.72万 | 0.56% | 600,611 | -16,870 | -2.7% | -$80.69万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,936.88万 | 0.57% | 391,062 | 58,293 | 17.5% | $437.78万 | 加仓 |
| SCZ | ISHARES TR | $3,184.76万 | 0.62% | 406,167 | 2,479 | 0.6% | $19.44万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $3,480.20万 | 0.68% | 315,036 | -18,353 | -5.5% | -$202.75万 | 减仓 |
| COWZ | PACER FDS TR | $3,672.58万 | 0.71% | 587,049 | 18,787 | 3.3% | $117.53万 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $3,693.73万 | 0.72% | 733,902 | 733,902 | — | $3,693.73万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $3,718.69万 | 0.72% | 956,946 | -592,049 | -38.2% | -$2,300.70万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,724.94万 | 0.72% | 581,295 | 4,151 | 0.7% | $26.60万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $3,762.71万 | 0.73% | 1,414,020 | -8,301 | -0.6% | -$22.09万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,890.01万 | 0.76% | 105,087 | 118 | 0.1% | $4.37万 | 加仓 |
| DBEF | DBX ETF TR | $3,926.30万 | 0.76% | 794,798 | 29,321 | 3.8% | $144.85万 | 加仓 |
| AGG | ISHARES TR | $4,025.44万 | 0.78% | 405,504 | 19,264 | 5.0% | $191.23万 | 加仓 |
| SGOV | ISHARES TR | $4,334.17万 | 0.84% | 430,576 | 41,525 | 10.7% | $417.99万 | 加仓 |
| IVV | ISHARES TR | $4,390.44万 | 0.85% | 67,213 | 287 | 0.4% | $18.75万 | 加仓 |
| NTSX | WISDOMTREE TR | $5,152.89万 | 1.00% | 988,091 | 55,390 | 5.9% | $288.86万 | 加仓 |
| MUB | ISHARES TR | $5,543.06万 | 1.08% | 522,191 | -11,246 | -2.1% | -$119.38万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $5,554.48万 | 1.08% | 1,305,709 | 69,476 | 5.6% | $295.55万 | 加仓 |
| QQQ | INVESCO QQQ TR | $5,567.38万 | 1.08% | 96,458 | -161 | -0.2% | -$9.29万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $5,878.76万 | 1.14% | 396,945 | 77,546 | 24.3% | $1,148.46万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $6,113.76万 | 1.19% | 102,314 | -47,030 | -31.5% | -$2,810.27万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $6,330.28万 | 1.23% | 1,386,698 | 112,867 | 8.9% | $515.24万 | 加仓 |
| AAPL | APPLE INC | $6,666.90万 | 1.30% | 262,694 | -4,547 | -1.7% | -$115.40万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $6,877.39万 | 1.34% | 394,346 | -27,330 | -6.5% | -$476.64万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $6,952.48万 | 1.35% | 1,523,999 | 19,740 | 1.3% | $90.05万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $7,001.02万 | 1.36% | 1,182,205 | 67,952 | 6.1% | $402.41万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $7,724.89万 | 1.50% | 3,015,178 | 217,043 | 7.8% | $556.06万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $8,490.44万 | 1.65% | 1,757,127 | 74,490 | 4.4% | $359.94万 | 加仓 |
| IEF | ISHARES TR | $1.02亿 | 1.99% | 1,072,046 | 304,581 | 39.7% | $2,906.92万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.10亿 | 2.13% | 168,620 | -3,589 | -2.1% | -$233.41万 | 减仓 |
| STIP | ISHARES TR | $1.25亿 | 2.43% | 1,209,342 | 60,840 | 5.3% | $629.27万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.32亿 | 2.57% | 411,337 | 55,773 | 15.7% | $1,789.25万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $2.05亿 | 3.98% | 2,586,827 | 44,715 | 1.8% | $353.52万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3.48亿 | 6.76% | 4,543,574 | 213,486 | 4.9% | $1,634.02万 | 加仓 |