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 |
|---|---|---|---|---|---|---|---|---|
| — | PUTNAM MANAGED MUN INCOME TR | $7.86万 | 0.00% | 12,018 | 0 | 0.0% | — | 不变 |
| VRRM | VERRA MOBILITY CORP | $8.67万 | 0.00% | 20,391 | 20,391 | — | $8.67万 | 新建仓 |
| OIS | OIL STS INTL INC | $8.76万 | 0.00% | 10,940 | 10,940 | — | $8.76万 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $9.91万 | 0.00% | 15,314 | -3,249 | -17.5% | -$2.10万 | 减仓 |
| SMR | NUSCALE PWR CORP | $10.72万 | 0.00% | 10,687 | -2,430 | -18.5% | -$2.44万 | 减仓 |
| — | PUTNAM ETF TRUST | $11.01万 | 0.00% | 12,568 | 116 | 0.9% | $1,016 | 加仓 |
| — | NEURAXIS INC | $11.10万 | 0.00% | 15,188 | 0 | 0.0% | — | 不变 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI | $11.24万 | 0.00% | 10,800 | 800 | 8.0% | $8,328 | 加仓 |
| — | PIMCO HIGH INCOME FD | $11.56万 | 0.00% | 24,800 | -200 | -0.8% | -$932 | 减仓 |
| AEG | AEGON LTD | $11.76万 | 0.00% | 13,930 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $12.30万 | 0.00% | 11,875 | -377 | -3.1% | -$3,906 | 减仓 |
| — | PUTNAM ETF TRUST | $12.86万 | 0.00% | 16,140 | 850 | 5.6% | $6,775 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $13.02万 | 0.00% | 13,864 | -2,669 | -16.1% | -$2.51万 | 减仓 |
| CMPX | COMPASS THERAPEUTICS INC | $13.35万 | 0.00% | 60,962 | 60,962 | — | $13.35万 | 新建仓 |
| IAUX | I-80 GOLD CORP | $14.26万 | 0.00% | 99,054 | -2,187 | -2.2% | -$3,149 | 减仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $14.32万 | 0.00% | 11,986 | 507 | 4.4% | $6,059 | 加仓 |
| — | WESTERN ASSET MUN HIGH INCOM | $14.60万 | 0.00% | 20,850 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $14.97万 | 0.00% | 10,294 | 114 | 1.1% | $1,658 | 加仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $15.64万 | 0.00% | 18,275 | 1,402 | 8.3% | $1.20万 | 加仓 |
| GPGI | GPGI INC | $16.52万 | 0.00% | 10,422 | 10,422 | — | $16.52万 | 新建仓 |
| CRF | CORNERSTONE TOTAL RETURN FD | $17.09万 | 0.00% | 23,808 | 664 | 2.9% | $4,767 | 加仓 |
| MFM | ABERDEEN MUN INCOME FD | $17.20万 | 0.00% | 30,606 | 3,376 | 12.4% | $1.90万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $17.28万 | 0.00% | 12,236 | 12,236 | — | $17.28万 | 新建仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $18.10万 | 0.00% | 18,025 | -3,375 | -15.8% | -$3.39万 | 减仓 |
| JOBY | JOBY AVIATION INC | $18.67万 | 0.00% | 20,935 | 1,114 | 5.6% | $9,937 | 加仓 |
| CRNC | CERENCE INC | $19.34万 | 0.00% | 17,084 | -425 | -2.4% | -$4,811 | 减仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $20.06万 | 0.00% | 13,304 | 13,304 | — | $20.06万 | 新建仓 |
| IAT | ISHARES TR | $20.11万 | 0.00% | 3,232 | 3,232 | — | $20.11万 | 新建仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $20.18万 | 0.00% | 11,261 | 653 | 6.2% | $1.17万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $20.25万 | 0.00% | 1,040 | -9 | -0.9% | -$1,752 | 减仓 |
| AME | AMETEK INC | $20.50万 | 0.00% | 847 | -241 | -22.2% | -$5.83万 | 重新持有 |
| — | CARILLON SER TR | $20.52万 | 0.00% | 7,000 | 7,000 | — | $20.52万 | 新建仓 |
| — | NEOS ETF TRUST | $20.58万 | 0.00% | 4,247 | 4,247 | — | $20.58万 | 新建仓 |
| CTVA | CORTEVA INC | $20.65万 | 0.00% | 2,438 | -1,482 | -37.8% | -$12.55万 | 减仓 |
| QYLD | GLOBAL X FDS | $20.68万 | 0.00% | 11,221 | -1,100 | -8.9% | -$2.03万 | 减仓 |
| SYY | SYSCO CORP | $20.72万 | 0.00% | 2,480 | -302 | -10.9% | -$2.52万 | 重新持有 |
| AMP | AMERIPRISE FINL INC | $20.74万 | 0.00% | 452 | 2 | 0.4% | $918 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $20.87万 | 0.00% | 3,713 | -258 | -6.5% | -$1.45万 | 减仓 |
| GIS | GENERAL MILLS INC | $20.88万 | 0.00% | 6,000 | 6,000 | — | $20.88万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $20.95万 | 0.00% | 214 | -3,597 | -94.4% | -$352.13万 | 减仓 |
| EXEL | EXELIXIS INC | $20.96万 | 0.00% | 3,852 | 3,852 | — | $20.96万 | 新建仓 |
| FEZ | SPDR INDEX SHS FDS | $21.03万 | 0.00% | 3,062 | -1,900 | -38.3% | -$13.05万 | 减仓 |
| VTRS | VIATRIS INC | $21.06万 | 0.00% | 13,265 | -1,784 | -11.9% | -$2.83万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $21.11万 | 0.00% | 1,201 | -204 | -14.5% | -$3.59万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $21.15万 | 0.00% | 252 | 252 | — | $21.15万 | 新建仓 |
| IBDV | ISHARES TR | $21.21万 | 0.00% | 9,732 | 9,732 | — | $21.21万 | 新建仓 |
| FFIV | F5 INC | $21.26万 | 0.00% | 511 | 511 | — | $21.26万 | 新建仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $21.26万 | 0.00% | 6,303 | -89 | -1.4% | -$3,003 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $21.42万 | 0.00% | 4,924 | 0 | 0.0% | — | 不变 |
| EEMA | ISHARES INC | $21.56万 | 0.00% | 1,843 | 1,843 | — | $21.56万 | 新建仓 |
| ACWI | ISHARES TR | $21.57万 | 0.00% | 1,374 | 1,374 | — | $21.57万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $21.73万 | 0.00% | 3,636 | -9,514 | -72.3% | -$56.86万 | 重新持有 |
| MWA | MUELLER WTR PRODS INC | $21.80万 | 0.00% | 8,440 | 34 | 0.4% | $878 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $21.81万 | 0.00% | 2,882 | -2,603 | -47.5% | -$19.70万 | 减仓 |
| HEDJ | WISDOMTREE TR | $21.89万 | 0.00% | 3,840 | -1,976 | -34.0% | -$11.26万 | 重新持有 |
| Q | QNITY ELECTRONICS INC | $22.01万 | 0.00% | 1,348 | 1,348 | — | $22.01万 | 新建仓 |
| WAT | WATERS CORP | $22.05万 | 0.00% | 588 | 588 | — | $22.05万 | 新建仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $22.09万 | 0.00% | 891 | 891 | — | $22.09万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $22.09万 | 0.00% | 1,096 | 1,096 | — | $22.09万 | 新建仓 |
| — | AMPLIFY ETF TR | $22.11万 | 0.00% | 10,562 | 10,562 | — | $22.11万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $22.19万 | 0.00% | 23,627 | -5,782 | -19.7% | -$5.43万 | 减仓 |
| — | BITWISE ETHEREUM ETF | $22.19万 | 0.00% | 19,675 | 7,455 | 61.0% | $8.41万 | 加仓 |
| MUNI | PIMCO ETF TR | $22.24万 | 0.00% | 4,228 | 4,228 | — | $22.24万 | 新建仓 |
| EBC | EASTERN BANKSHARES INC | $22.25万 | 0.00% | 10,005 | -13 | -0.1% | -$289 | 减仓 |
| TPR | TAPESTRY INC | $22.35万 | 0.00% | 1,527 | -92 | -5.7% | -$1.35万 | 减仓 |
| MFC | MANULIFE FINL CORP | $22.44万 | 0.00% | 5,539 | -1,941 | -25.9% | -$7.86万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $22.45万 | 0.00% | 877 | -98 | -10.1% | -$2.51万 | 重新持有 |
| — | ISHARES TR | $22.47万 | 0.00% | 6,658 | 6,658 | — | $22.47万 | 新建仓 |
| VTR | VENTAS INC | $22.52万 | 0.00% | 2,536 | -19 | -0.7% | -$1,688 | 减仓 |
| INDA | ISHARES TR | $22.53万 | 0.00% | 4,561 | -3,091 | -40.4% | -$15.27万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $22.60万 | 0.00% | 1,895 | 1,895 | — | $22.60万 | 新建仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $22.60万 | 0.00% | 1,545 | 1,545 | — | $22.60万 | 新建仓 |
| JBL | JABIL INC | $22.76万 | 0.00% | 590 | 590 | — | $22.76万 | 新建仓 |
| HSY | HERSHEY CO | $22.79万 | 0.00% | 1,299 | -147 | -10.2% | -$2.58万 | 减仓 |
| — | CAMBRIA ETF TR | $22.83万 | 0.00% | 6,411 | 75 | 1.2% | $2,671 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $22.84万 | 0.00% | 9,073 | -19,726 | -68.5% | -$49.65万 | 减仓 |
| GEO | GEO GROUP INC | $22.89万 | 0.00% | 7,746 | 7,746 | — | $22.89万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $22.96万 | 0.00% | 7,388 | 7,388 | — | $22.96万 | 新建仓 |
| OUST | OUSTER INC | $22.96万 | 0.00% | 3,673 | 3,673 | — | $22.96万 | 新建仓 |
| TRGP | TARGA RES CORP | $22.99万 | 0.00% | 857 | -642 | -42.8% | -$17.22万 | 减仓 |
| — | CALAMOS ETF TR | $23.13万 | 0.00% | 8,616 | 8,616 | — | $23.13万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $23.14万 | 0.00% | 1,663 | 29 | 1.8% | $4,035 | 加仓 |
| AMT | AMERICAN TOWER CORP | $23.18万 | 0.00% | 1,417 | -411 | -22.5% | -$6.72万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $23.21万 | 0.00% | 4,513 | 4,513 | — | $23.21万 | 新建仓 |
| — | STRATEGY SHS | $23.23万 | 0.00% | 10,168 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $23.33万 | 0.00% | 1,299 | -68 | -5.0% | -$1.22万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $23.35万 | 0.00% | 5,808 | -42,532 | -88.0% | -$171.01万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $23.35万 | 0.00% | 13,062 | 2,000 | 18.1% | $3.58万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $23.39万 | 0.00% | 21,515 | -3,185 | -12.9% | -$3.46万 | 减仓 |
| DBJP | DBX ETF TR | $23.44万 | 0.00% | 2,042 | 25 | 1.2% | $2,870 | 加仓 |
| IDU | ISHARES TR | $23.58万 | 0.00% | 2,057 | 206 | 11.1% | $2.36万 | 加仓 |
| INTF | ISHARES TR | $23.61万 | 0.00% | 5,764 | 24 | 0.4% | $983 | 加仓 |
| VSEC | VSE CORP | $23.70万 | 0.00% | 1,037 | 1,037 | — | $23.70万 | 新建仓 |
| CCI | CROWN CASTLE INC | $23.73万 | 0.00% | 3,133 | 404 | 14.8% | $3.06万 | 加仓 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $23.76万 | 0.00% | 11,876 | 361 | 3.1% | $7,224 | 加仓 |
| EOG | EOG RES INC | $23.89万 | 0.00% | 1,842 | -452 | -19.7% | -$5.86万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $23.91万 | 0.00% | 5,596 | -12 | -0.2% | -$513 | 减仓 |
| PICK | ISHARES INC | $23.95万 | 0.00% | 4,119 | 511 | 14.2% | $2.97万 | 加仓 |
| UFO | PROCURE ETF TRUST II | $23.99万 | 0.00% | 4,735 | -2,475 | -34.3% | -$12.54万 | 减仓 |
| — | ELECTRONIC ARTS INC | $24.11万 | 0.00% | 1,176 | -94 | -7.4% | -$1.93万 | 减仓 |