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 |
|---|---|---|---|---|---|---|---|---|
| ERAS | ERASCA INC | $24.54万 | 0.00% | 15,168 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $24.63万 | 0.00% | 1,367 | 48 | 3.6% | $8,649 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $24.64万 | 0.00% | 5,439 | -931 | -14.6% | -$4.22万 | 减仓 |
| SPPP | SPROTT ASSET MANAGEMENT LP | $24.72万 | 0.00% | 15,917 | 746 | 4.9% | $1.16万 | 加仓 |
| IONQ | IONQ INC | $24.85万 | 0.00% | 8,618 | 859 | 11.1% | $2.48万 | 加仓 |
| ALB | ALBEMARLE CORP | $24.90万 | 0.00% | 1,387 | 1,387 | — | $24.90万 | 新建仓 |
| — | VIRTUS ETF TR II | $25.07万 | 0.00% | 10,872 | 101 | 0.9% | $2,329 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $25.24万 | 0.00% | 11,462 | 2,400 | 26.5% | $5.29万 | 加仓 |
| AIS | TIDAL TRUST III | $25.27万 | 0.00% | 6,030 | 6,030 | — | $25.27万 | 新建仓 |
| — | WISDOMTREE TR | $25.29万 | 0.00% | 6,947 | 6,947 | — | $25.29万 | 新建仓 |
| WTAI | WISDOMTREE TR | $25.35万 | 0.00% | 8,980 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $25.45万 | 0.00% | 2,216 | 376 | 20.4% | $4.32万 | 重新持有 |
| SYM | SYMBOTIC INC | $25.47万 | 0.00% | 4,787 | 192 | 4.2% | $1.02万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $25.48万 | 0.00% | 1,355 | 1,355 | — | $25.48万 | 新建仓 |
| QLTA | ISHARES TR | $25.48万 | 0.00% | 5,354 | 5,354 | — | $25.48万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $25.55万 | 0.00% | 1,383 | 184 | 15.3% | $3.40万 | 加仓 |
| AUSF | GLOBAL X FDS | $25.55万 | 0.00% | 5,285 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $25.57万 | 0.00% | 2,527 | 27 | 1.1% | $2,732 | 加仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $25.63万 | 0.00% | 10,904 | -395 | -3.5% | -$9,285 | 减仓 |
| IJS | ISHARES TR | $25.64万 | 0.00% | 2,164 | -298 | -12.1% | -$3.53万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $25.68万 | 0.00% | 7,152 | -2,014 | -22.0% | -$7.23万 | 减仓 |
| DOV | DOVER CORP | $25.74万 | 0.01% | 1,235 | 25 | 2.1% | $5,211 | 加仓 |
| MFC | MANULIFE FINL CORP | $25.76万 | 0.01% | 7,480 | 0 | 0.0% | — | 不变 |
| XSD | SPDR SERIES TRUST | $25.80万 | 0.01% | 791 | -813 | -50.7% | -$26.51万 | 减仓 |
| IXJ | ISHARES TR | $25.81万 | 0.01% | 2,760 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $25.87万 | 0.01% | 545 | -637 | -53.9% | -$30.23万 | 减仓 |
| — | ELECTRONIC ARTS INC | $25.89万 | 0.01% | 1,270 | 25 | 2.0% | $5,097 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $25.95万 | 0.01% | 12,269 | 1,252 | 11.4% | $2.65万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $26.07万 | 0.01% | 5,109 | -219 | -4.1% | -$1.12万 | 减仓 |
| — | SPDR INDEX SHS FDS | $26.19万 | 0.01% | 6,444 | -4 | -0.1% | -$163 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $26.26万 | 0.01% | 9,998 | 9,998 | — | $26.26万 | 新建仓 |
| ESLT | ELBIT SYS LTD | $26.32万 | 0.01% | 310 | 310 | — | $26.32万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $26.37万 | 0.01% | 5,388 | 578 | 12.0% | $2.83万 | 重新持有 |
| — | VALKYRIE ETF TRUST II | $26.38万 | 0.01% | 7,575 | -1,900 | -20.1% | -$6.62万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $26.59万 | 0.01% | 2,880 | -70 | -2.4% | -$6,464 | 减仓 |
| IQDG | WISDOMTREE TR | $26.74万 | 0.01% | 6,660 | -692 | -9.4% | -$2.78万 | 减仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $26.86万 | 0.01% | 19,517 | -3,889 | -16.6% | -$5.35万 | 减仓 |
| QQQI | NEOS ETF TRUST | $27.00万 | 0.01% | 5,433 | 1,215 | 28.8% | $6.04万 | 加仓 |
| IGRO | ISHARES TR | $27.06万 | 0.01% | 3,230 | 65 | 2.1% | $5,445 | 加仓 |
| APG | API GROUP CORP | $27.09万 | 0.01% | 6,686 | 6,686 | — | $27.09万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $27.18万 | 0.01% | 978 | 61 | 6.7% | $1.70万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $27.30万 | 0.01% | 10,500 | 10,500 | — | $27.30万 | 新建仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $27.32万 | 0.01% | 24,700 | -8,553 | -25.7% | -$9.46万 | 减仓 |
| IUSV | ISHARES TR | $27.38万 | 0.01% | 2,678 | 1 | 0.0% | $102 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $27.43万 | 0.01% | 65 | 10 | 18.2% | $4.22万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $27.57万 | 0.01% | 10,653 | 86 | 0.8% | $2,226 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $27.79万 | 0.01% | 1,405 | -189 | -11.9% | -$3.74万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $27.88万 | 0.01% | 29,409 | 8,528 | 40.8% | $8.08万 | 加仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $27.92万 | 0.01% | 12,299 | 4 | 0.0% | $91 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $28.12万 | 0.01% | 7,499 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $28.13万 | 0.01% | 15,073 | 357 | 2.4% | $6,662 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $28.40万 | 0.01% | 18,511 | 2,859 | 18.3% | $4.39万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $28.44万 | 0.01% | 3,971 | 169 | 4.4% | $1.21万 | 加仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $28.54万 | 0.01% | 7,851 | -430 | -5.2% | -$1.56万 | 减仓 |
| — | THEMES ETF TR | $28.67万 | 0.01% | 8,665 | 1 | 0.0% | $33 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $28.83万 | 0.01% | 9,156 | 65 | 0.7% | $2,047 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $29.13万 | 0.01% | 3,121 | -42 | -1.3% | -$3,919 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $29.19万 | 0.01% | 1,980 | -1,625 | -45.1% | -$23.96万 | 减仓 |
| IBMQ | ISHARES TR | $29.20万 | 0.01% | 11,436 | -3,242 | -22.1% | -$8.28万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $29.27万 | 0.01% | 5,772 | 7 | 0.1% | $355 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $29.43万 | 0.01% | 3,675 | -3,213 | -46.6% | -$25.73万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $29.61万 | 0.01% | 9,250 | 1,758 | 23.5% | $5.63万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $29.62万 | 0.01% | 1,505 | -1,114 | -42.5% | -$21.93万 | 减仓 |
| — | LISTED FDS TR | $29.64万 | 0.01% | 13,528 | 13,528 | — | $29.64万 | 新建仓 |
| DFIS | DIMENSIONAL ETF TRUST | $29.64万 | 0.01% | 8,802 | -1,218 | -12.2% | -$4.10万 | 减仓 |
| APTV | APTIV PLC | $29.70万 | 0.01% | 4,277 | -86 | -2.0% | -$5,972 | 减仓 |
| IJK | ISHARES TR | $29.76万 | 0.01% | 2,958 | -171 | -5.5% | -$1.72万 | 减仓 |
| CRWV | COREWEAVE INC | $29.79万 | 0.01% | 3,845 | -2,147 | -35.8% | -$16.63万 | 减仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $29.83万 | 0.01% | 13,677 | 13,677 | — | $29.83万 | 新建仓 |
| QLC | FLEXSHARES TR | $30.01万 | 0.01% | 3,839 | -60 | -1.5% | -$4,690 | 减仓 |
| PHM | PULTE GROUP INC | $30.04万 | 0.01% | 2,554 | 101 | 4.1% | $1.19万 | 加仓 |
| HSY | HERSHEY CO | $30.06万 | 0.01% | 1,446 | 148 | 11.4% | $3.08万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $30.06万 | 0.01% | 3,490 | 0 | 0.0% | — | 不变 |
| WTV | WISDOMTREE TR | $30.14万 | 0.01% | 3,182 | 3,182 | — | $30.14万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $30.18万 | 0.01% | 4,539 | 477 | 11.7% | $3.17万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $30.19万 | 0.01% | 6,024 | -639 | -9.6% | -$3.20万 | 减仓 |
| PWR | QUANTA SVCS INC | $30.25万 | 0.01% | 551 | 53 | 10.6% | $2.91万 | 加仓 |
| CSM | PROSHARES TR | $30.26万 | 0.01% | 4,044 | -28 | -0.7% | -$2,095 | 减仓 |
| NULV | NUSHARES ETF TR | $30.33万 | 0.01% | 6,667 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $30.37万 | 0.01% | 2,763 | -12 | -0.4% | -$1,319 | 减仓 |
| CMBS | ISHARES TR | $30.56万 | 0.01% | 6,271 | -700 | -10.0% | -$3.41万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $30.80万 | 0.01% | 4,962 | 120 | 2.5% | $7,450 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $30.82万 | 0.01% | 2,662 | -5 | -0.2% | -$579 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $31.10万 | 0.01% | 14,386 | -7,151 | -33.2% | -$15.46万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $31.33万 | 0.01% | 4,453 | -9 | -0.2% | -$633 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $31.45万 | 0.01% | 4,129 | 4,129 | — | $31.45万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $31.51万 | 0.01% | 3,357 | -828 | -19.8% | -$7.77万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $31.54万 | 0.01% | 1,828 | -930 | -33.7% | -$16.05万 | 减仓 |
| — | VANECK ETF TRUST | $31.61万 | 0.01% | 14,703 | 1 | 0.0% | $21 | 加仓 |
| IDV | ISHARES TR | $31.64万 | 0.01% | 7,435 | -14 | -0.2% | -$596 | 减仓 |
| TACK | CAPITOL SER TR | $31.70万 | 0.01% | 10,427 | -5,691 | -35.3% | -$17.30万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $31.70万 | 0.01% | 5,500 | -544 | -9.0% | -$3.14万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $31.73万 | 0.01% | 6,246 | 133 | 2.2% | $6,756 | 加仓 |
| ISCG | ISHARES TR | $31.78万 | 0.01% | 5,800 | 1,036 | 21.7% | $5.68万 | 加仓 |
| TFLO | ISHARES TR | $31.90万 | 0.01% | 6,301 | -2,031 | -24.4% | -$10.28万 | 减仓 |
| — | TIDAL TRUST I | $31.98万 | 0.01% | 15,171 | 15,171 | — | $31.98万 | 新建仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $32.09万 | 0.01% | 3,148 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $32.25万 | 0.01% | 14,163 | -5,451 | -27.8% | -$12.41万 | 减仓 |
| UFO | PROCURE ETF TRUST II | $32.31万 | 0.01% | 7,210 | 7,210 | — | $32.31万 | 新建仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $32.33万 | 0.01% | 11,244 | 1,710 | 17.9% | $4.92万 | 加仓 |