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 |
|---|---|---|---|---|---|---|---|---|
| CRNC | CERENCE INC | $11.05万 | 0.00% | 17,509 | 192 | 1.1% | $1,212 | 加仓 |
| — | NEURAXIS INC | $11.24万 | 0.00% | 15,188 | 0 | 0.0% | — | 不变 |
| — | PIMCO HIGH INCOME FD | $11.57万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| — | PUTNAM ETF TRUST | $11.93万 | 0.00% | 15,290 | 15,290 | — | $11.93万 | 新建仓 |
| — | VANECK ETF TRUST | $12.57万 | 0.00% | 12,252 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $12.75万 | 0.00% | 18,563 | -5,993 | -24.4% | -$4.12万 | 减仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $13.66万 | 0.00% | 11,479 | 1,072 | 10.3% | $1.28万 | 加仓 |
| NBXG | NEUBERGER NEXT GENERATION | $13.90万 | 0.00% | 10,802 | 10,802 | — | $13.90万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $13.97万 | 0.00% | 16,533 | -4,457 | -21.2% | -$3.77万 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $14.04万 | 0.00% | 10,180 | 113 | 1.1% | $1,558 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $14.09万 | 0.00% | 10,305 | 23 | 0.2% | $314 | 加仓 |
| SMR | NUSCALE PWR CORP | $14.22万 | 0.00% | 13,117 | 717 | 5.8% | $7,772 | 加仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $14.38万 | 0.00% | 16,873 | -498 | -2.9% | -$4,243 | 减仓 |
| — | WESTERN ASSET MUN HIGH INCOM | $14.47万 | 0.00% | 20,850 | 0 | 0.0% | — | 不变 |
| MFM | MFS MUN INCOME TR | $14.68万 | 0.00% | 27,230 | 0 | 0.0% | — | 不变 |
| IAUX | I-80 GOLD CORP | $15.39万 | 0.00% | 101,241 | 1,233 | 1.2% | $1,874 | 加仓 |
| CRF | CORNERSTONE TOTAL RETURN FD | $16.09万 | 0.00% | 23,144 | 23,144 | — | $16.09万 | 新建仓 |
| JOBY | JOBY AVIATION INC | $16.37万 | 0.00% | 19,821 | 19,821 | — | $16.37万 | 新建仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $16.89万 | 0.00% | 19,594 | 283 | 1.5% | $2,439 | 加仓 |
| UMH | UMH PPTYS INC | $17.08万 | 0.00% | 11,836 | 390 | 3.4% | $5,628 | 加仓 |
| — | BITWISE ETHEREUM ETF | $18.33万 | 0.00% | 12,220 | 12,220 | — | $18.33万 | 新建仓 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $18.73万 | 0.00% | 11,515 | 702 | 6.5% | $1.14万 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $19.60万 | 0.00% | 10,018 | 10,018 | — | $19.60万 | 新建仓 |
| FPE | FIRST TR EXCH TRADED FD III | $19.64万 | 0.00% | 11,062 | -250 | -2.2% | -$4,437 | 减仓 |
| AMP | AMERIPRISE FINL INC | $20.01万 | 0.00% | 450 | -32 | -6.6% | -$1.42万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $20.16万 | 0.00% | 6,042 | 199 | 3.4% | $6,641 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $20.20万 | 0.00% | 1,494 | -751 | -33.5% | -$10.16万 | 减仓 |
| AOR | ISHARES TR | $20.25万 | 0.00% | 3,147 | 3,147 | — | $20.25万 | 新建仓 |
| VTRS | VIATRIS INC | $20.33万 | 0.00% | 15,049 | -1,510 | -9.1% | -$2.04万 | 减仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $20.37万 | 0.00% | 21,400 | 2,123 | 11.0% | $2.02万 | 加仓 |
| DBJP | DBX ETF TR | $20.38万 | 0.00% | 2,017 | 2,017 | — | $20.38万 | 新建仓 |
| PICK | ISHARES INC | $20.42万 | 0.00% | 3,608 | 3,608 | — | $20.42万 | 新建仓 |
| SETM | SPROTT FDS TR | $20.42万 | 0.00% | 6,174 | -1,181 | -16.1% | -$3.91万 | 减仓 |
| LRN | STRIDE INC | $20.46万 | 0.00% | 2,320 | 497 | 27.3% | $4.38万 | 重新持有 |
| EME | EMCOR GROUP INC | $20.52万 | 0.00% | 278 | 278 | — | $20.52万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $20.75万 | 0.00% | 350 | 350 | — | $20.75万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $20.84万 | 0.00% | 3,321 | -528 | -13.7% | -$3.31万 | 减仓 |
| VTR | VENTAS INC | $20.89万 | 0.00% | 2,555 | -136 | -5.1% | -$1.11万 | 减仓 |
| EPI | WISDOMTREE TR | $20.90万 | 0.00% | 5,122 | -1,238 | -19.5% | -$5.05万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $20.90万 | 0.00% | 3,039 | -8 | -0.3% | -$550 | 重新持有 |
| SOXL | DIREXION SHARES ETF TRUST | $20.98万 | 0.00% | 4,378 | -2,545 | -36.8% | -$12.19万 | 减仓 |
| CLX | CLOROX CO DEL | $21.02万 | 0.00% | 2,028 | -178 | -8.1% | -$1.84万 | 减仓 |
| MLRG | ISHARES TR | $21.12万 | 0.00% | 2,350 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $21.13万 | 0.00% | 12,321 | 1,588 | 14.8% | $2.72万 | 加仓 |
| ROL | ROLLINS INC | $21.14万 | 0.00% | 3,958 | 3,958 | — | $21.14万 | 新建仓 |
| EWZ | ISHARES INC | $21.16万 | 0.00% | 5,512 | -1,033 | -15.8% | -$3.97万 | 重新持有 |
| QQQE | DIREXION SHARES ETF TRUST | $21.17万 | 0.00% | 2,149 | 40 | 1.9% | $3,941 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $21.23万 | 0.00% | 9,313 | 9,313 | — | $21.23万 | 新建仓 |
| SG | SWEETGREEN INC | $21.27万 | 0.00% | 40,973 | 40,973 | — | $21.27万 | 新建仓 |
| MAS | MASCO CORP | $21.35万 | 0.00% | 3,536 | -261 | -6.9% | -$1.58万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $21.45万 | 0.00% | 1,049 | 1,049 | — | $21.45万 | 新建仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $21.49万 | 0.00% | 3,600 | 3,600 | — | $21.49万 | 新建仓 |
| IDU | ISHARES TR | $21.49万 | 0.00% | 1,851 | 1,851 | — | $21.49万 | 新建仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $21.50万 | 0.00% | 4,924 | 4,924 | — | $21.50万 | 新建仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $21.57万 | 0.00% | 6,392 | -82 | -1.3% | -$2,767 | 减仓 |
| SAP | SAP SE | $21.63万 | 0.00% | 1,264 | 126 | 11.1% | $2.16万 | 加仓 |
| JOE | ST JOE CO | $21.67万 | 0.00% | 3,450 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO | $21.71万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $21.76万 | 0.00% | 794 | -5 | -0.6% | -$1,370 | 减仓 |
| ITM | VANECK ETF TRUST | $21.79万 | 0.00% | 4,694 | 4,694 | — | $21.79万 | 新建仓 |
| IHI | ISHARES TR | $21.88万 | 0.00% | 4,100 | -622 | -13.2% | -$3.32万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $21.93万 | 0.00% | 1,665 | 90 | 5.7% | $1.19万 | 加仓 |
| HEI/A | HEICO CORP NEW | $21.98万 | 0.00% | 1,041 | 8 | 0.8% | $1,689 | 加仓 |
| EPR | EPR PPTYS | $21.98万 | 0.00% | 4,400 | 4,400 | — | $21.98万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $22.03万 | 0.00% | 3,390 | -4,508 | -57.1% | -$29.30万 | 重新持有 |
| SII | SPROTT INC | $22.09万 | 0.00% | 1,546 | -862 | -35.8% | -$12.32万 | 减仓 |
| CCI | CROWN CASTLE INC | $22.19万 | 0.00% | 2,729 | -103 | -3.6% | -$8,374 | 减仓 |
| — | STRATEGY SHS | $22.21万 | 0.00% | 10,168 | -120 | -1.2% | -$2,621 | 减仓 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $22.22万 | 0.00% | 10,379 | 148 | 1.4% | $3,169 | 加仓 |
| — | GLOBAL X FDS | $22.25万 | 0.00% | 5,277 | 5,277 | — | $22.25万 | 新建仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $22.33万 | 0.00% | 5,608 | 2 | 0.0% | $80 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $22.33万 | 0.00% | 9,442 | 9,442 | — | $22.33万 | 新建仓 |
| INTF | ISHARES TR | $22.36万 | 0.00% | 5,740 | 0 | 0.0% | — | 不变 |
| — | SPROTT FDS TR | $22.41万 | 0.00% | 6,275 | 6,275 | — | $22.41万 | 新建仓 |
| KIM | KIMCO REALTY CORP | $22.61万 | 0.00% | 10,064 | 10,064 | — | $22.61万 | 新建仓 |
| — | CAMBRIA ETF TR | $22.66万 | 0.00% | 6,336 | 6,336 | — | $22.66万 | 新建仓 |
| NUMV | NUSHARES ETF TR | $22.72万 | 0.00% | 5,860 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $22.77万 | 0.00% | 9,320 | -1,352 | -12.7% | -$3.30万 | 减仓 |
| TPR | TAPESTRY INC | $22.85万 | 0.00% | 1,619 | 26 | 1.6% | $3,669 | 加仓 |
| DY | DYCOM INDS INC | $22.94万 | 0.00% | 677 | -7 | -1.0% | -$2,372 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $22.96万 | 0.00% | 4,202 | 4,202 | — | $22.96万 | 新建仓 |
| MWA | MUELLER WTR PRODS INC | $23.11万 | 0.00% | 8,406 | -57 | -0.7% | -$1,567 | 减仓 |
| ZS | ZSCALER INC | $23.15万 | 0.00% | 1,650 | -226 | -12.0% | -$3.17万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $23.21万 | 0.00% | 3,266 | 488 | 17.6% | $3.47万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $23.39万 | 0.00% | 20,340 | -6 | -0.0% | -$69 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $23.39万 | 0.00% | 10,192 | 9 | 0.1% | $207 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $23.41万 | 0.00% | 2,536 | 197 | 8.4% | $1.82万 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $23.51万 | 0.00% | 12,668 | 740 | 6.2% | $1.37万 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $23.55万 | 0.00% | 12,591 | -110 | -0.9% | -$2,057 | 减仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $23.58万 | 0.00% | 3,283 | -547 | -14.3% | -$3.93万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $23.83万 | 0.00% | 6,608 | 384 | 6.2% | $1.38万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $23.95万 | 0.00% | 7,049 | 2 | 0.0% | $68 | 加仓 |
| XBI | SPDR SERIES TRUST | $24.04万 | 0.00% | 1,882 | 224 | 13.5% | $2.86万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $24.15万 | 0.00% | 3,867 | -14,625 | -79.1% | -$91.33万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $24.21万 | 0.00% | 9,214 | -657 | -6.7% | -$1.73万 | 减仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $24.21万 | 0.00% | 3,391 | -403 | -10.6% | -$2.88万 | 减仓 |
| EAGG | ISHARES TR | $24.41万 | 0.00% | 5,134 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $24.43万 | 0.00% | 1,340 | -74 | -5.2% | -$1.35万 | 减仓 |
| RACE | FERRARI N V | $24.46万 | 0.00% | 723 | 24 | 3.4% | $8,119 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $24.51万 | 0.00% | 1,634 | -168 | -9.3% | -$2.52万 | 减仓 |