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 |
|---|---|---|---|---|---|---|---|---|
| ZTS | ZOETIS INC | $32.54万 | 0.01% | 2,753 | -2,154 | -43.9% | -$25.46万 | 减仓 |
| AGNC | AGNC INVT CORP | $32.57万 | 0.01% | 32,475 | -167 | -0.5% | -$1,675 | 减仓 |
| IGIB | ISHARES TR | $32.72万 | 0.01% | 6,147 | 32 | 0.5% | $1,703 | 加仓 |
| CTVA | CORTEVA INC | $32.82万 | 0.01% | 3,920 | 154 | 4.1% | $1.29万 | 加仓 |
| SDOG | ALPS ETF TR | $32.85万 | 0.01% | 5,051 | -2,083 | -29.2% | -$13.55万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $32.90万 | 0.01% | 4,587 | 7 | 0.2% | $502 | 加仓 |
| EZM | WISDOMTREE TR | $32.94万 | 0.01% | 4,900 | 280 | 6.1% | $1.88万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $33.10万 | 0.01% | 845 | 29 | 3.6% | $1.14万 | 加仓 |
| EOG | EOG RES INC | $33.16万 | 0.01% | 2,294 | 263 | 12.9% | $3.80万 | 加仓 |
| NNN | NNN REIT INC | $33.19万 | 0.01% | 7,898 | 1,972 | 33.3% | $8.29万 | 加仓 |
| TBUX | T ROWE PRICE ETF INC | $33.22万 | 0.01% | 6,678 | 6,678 | — | $33.22万 | 新建仓 |
| — | TIDAL TRUST II | $33.32万 | 0.01% | 20,439 | 3,583 | 21.3% | $5.84万 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $33.36万 | 0.01% | 14,491 | 0 | 0.0% | — | 不变 |
| BIBL | NORTHERN LTS FD TR IV | $33.43万 | 0.01% | 7,089 | -14 | -0.2% | -$660 | 减仓 |
| NVO | NOVO-NORDISK A S | $33.47万 | 0.01% | 9,108 | 4,959 | 119.5% | $18.22万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $33.49万 | 0.01% | 14,231 | 14,231 | — | $33.49万 | 新建仓 |
| BIDU | BAIDU INC | $33.52万 | 0.01% | 3,008 | 185 | 6.6% | $2.06万 | 加仓 |
| — | NUVEEN VA QUALITY MUN INCOM | $33.67万 | 0.01% | 29,713 | 331 | 1.1% | $3,750 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $33.71万 | 0.01% | 1,051 | 111 | 11.8% | $3.56万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $33.78万 | 0.01% | 9,540 | 3,629 | 61.4% | $12.85万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $33.83万 | 0.01% | 6,402 | 0 | 0.0% | — | 不变 |
| IDMO | INVESCO EXCH TRADED FD TR II | $33.85万 | 0.01% | 6,172 | 6,172 | — | $33.85万 | 新建仓 |
| QUS | SPDR SERIES TRUST | $33.97万 | 0.01% | 1,979 | -459 | -18.8% | -$7.88万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $34.04万 | 0.01% | 3,606 | -531 | -12.8% | -$5.01万 | 减仓 |
| DWX | SPDR INDEX SHS FDS | $34.22万 | 0.01% | 7,505 | 200 | 2.7% | $9,120 | 加仓 |
| — | WISDOMTREE TR | $34.26万 | 0.01% | 7,750 | -87 | -1.1% | -$3,846 | 减仓 |
| XAR | SPDR SERIES TRUST | $34.73万 | 0.01% | 1,367 | -1,289 | -48.5% | -$32.75万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $34.84万 | 0.01% | 3,245 | 3,245 | — | $34.84万 | 新建仓 |
| PEBO | PEOPLES BANCORP INC | $34.89万 | 0.01% | 10,616 | -418 | -3.8% | -$1.37万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $35.00万 | 0.01% | 6,765 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $35.04万 | 0.01% | 2,025 | -128 | -5.9% | -$2.21万 | 减仓 |
| SRE | SEMPRA | $35.19万 | 0.01% | 3,622 | 282 | 8.4% | $2.74万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $35.25万 | 0.01% | 10,586 | 3,862 | 57.4% | $12.86万 | 加仓 |
| TER | TERADYNE INC | $35.29万 | 0.01% | 1,190 | -245 | -17.1% | -$7.27万 | 减仓 |
| DAPP | VANECK ETF TRUST | $35.58万 | 0.01% | 23,846 | 4,100 | 20.8% | $6.12万 | 加仓 |
| SPGI | S&P GLOBAL INC | $35.60万 | 0.01% | 837 | -5 | -0.6% | -$2,127 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $35.66万 | 0.01% | 8,678 | -607 | -6.5% | -$2.49万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $35.75万 | 0.01% | 5,855 | -491 | -7.7% | -$3.00万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $35.76万 | 0.01% | 756 | 37 | 5.1% | $1.75万 | 加仓 |
| FLR | FLUOR CORP | $35.79万 | 0.01% | 7,673 | 142 | 1.9% | $6,624 | 加仓 |
| INDA | ISHARES TR | $35.84万 | 0.01% | 7,652 | 518 | 7.3% | $2.43万 | 加仓 |
| FDG | AMERICAN CENTY ETF TR | $35.93万 | 0.01% | 3,150 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON & CO INC | $36.30万 | 0.01% | 9,700 | 27 | 0.3% | $1,010 | 加仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $36.43万 | 0.01% | 3,328 | 93 | 2.9% | $1.02万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $36.50万 | 0.01% | 3,325 | -32 | -1.0% | -$3,513 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $36.53万 | 0.01% | 23,004 | 10,954 | 90.9% | $17.39万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $36.96万 | 0.01% | 338 | 338 | — | $36.96万 | 新建仓 |
| ALL | ALLSTATE CORP | $37.10万 | 0.01% | 1,789 | -38 | -2.1% | -$7,880 | 减仓 |
| — | FLEXSHARES TR | $37.19万 | 0.01% | 5,173 | 36 | 0.7% | $2,588 | 加仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $37.24万 | 0.01% | 13,901 | 13,901 | — | $37.24万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $37.40万 | 0.01% | 3,152 | 59 | 1.9% | $7,000 | 加仓 |
| BDX | BECTON DICKINSON & CO | $37.54万 | 0.01% | 2,388 | 200 | 9.1% | $3.14万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $37.54万 | 0.01% | 18,383 | 1,071 | 6.2% | $2.19万 | 加仓 |
| TRGP | TARGA RES CORP | $37.57万 | 0.01% | 1,499 | 74 | 5.2% | $1.85万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $37.66万 | 0.01% | 16,267 | 16,267 | — | $37.66万 | 新建仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $37.74万 | 0.01% | 6,500 | -68 | -1.0% | -$3,949 | 减仓 |
| MTUM | ISHARES TR | $38.13万 | 0.01% | 1,589 | 58 | 3.8% | $1.39万 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $38.18万 | 0.01% | 10,937 | 15 | 0.1% | $524 | 加仓 |
| FICO | FAIR ISAAC CORP | $38.22万 | 0.01% | 358 | -12 | -3.2% | -$1.28万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $38.22万 | 0.01% | 900 | 900 | — | $38.22万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $38.39万 | 0.01% | 2,104 | 277 | 15.2% | $5.05万 | 加仓 |
| AAXJ | ISHARES TR | $38.87万 | 0.01% | 4,037 | -59 | -1.4% | -$5,681 | 减仓 |
| AVAV | AEROVIRONMENT INC | $38.92万 | 0.01% | 2,126 | 148 | 7.5% | $2.71万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $38.99万 | 0.01% | 1,282 | 17 | 1.3% | $5,171 | 加仓 |
| — | FIRST NATL CORP VA | $39.04万 | 0.01% | 14,503 | -100 | -0.7% | -$2,692 | 减仓 |
| CHAT | TIDAL TRUST II | $39.31万 | 0.01% | 6,356 | 50 | 0.8% | $3,092 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $39.39万 | 0.01% | 7,130 | -745 | -9.5% | -$4.12万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $39.50万 | 0.01% | 2,362 | -1,076 | -31.3% | -$18.00万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $39.58万 | 0.01% | 8,568 | 100 | 1.2% | $4,619 | 加仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $39.79万 | 0.01% | 17,302 | 3,122 | 22.0% | $7.18万 | 加仓 |
| FALN | ISHARES TR | $40.00万 | 0.01% | 14,971 | -1,662 | -10.0% | -$4.44万 | 减仓 |
| HACK | AMPLIFY ETF TR | $40.07万 | 0.01% | 5,337 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $40.07万 | 0.01% | 3,630 | -368 | -9.2% | -$4.06万 | 减仓 |
| RKLB | ROCKET LAB CORP | $40.09万 | 0.01% | 6,242 | 942 | 17.8% | $6.05万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $40.09万 | 0.01% | 11,091 | 338 | 3.1% | $1.22万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $40.26万 | 0.01% | 39,089 | -2,264 | -5.5% | -$2.33万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $40.40万 | 0.01% | 16,171 | 4,690 | 40.9% | $11.72万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $40.46万 | 0.01% | 4,574 | 322 | 7.6% | $2.85万 | 加仓 |
| — | PROFESIONALLY MANAGED PORTFO | $40.58万 | 0.01% | 28,770 | 28,770 | — | $40.58万 | 新建仓 |
| BITB | BITWISE BITCOIN ETF TR | $40.59万 | 0.01% | 11,026 | 11,026 | — | $40.59万 | 新建仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $40.62万 | 0.01% | 8,208 | 3,114 | 61.1% | $15.41万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $40.70万 | 0.01% | 4,222 | 22 | 0.5% | $2,121 | 加仓 |
| MINT | PIMCO ETF TR | $40.75万 | 0.01% | 4,052 | 7 | 0.2% | $704 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $41.12万 | 0.01% | 5,778 | -1,246 | -17.7% | -$8.87万 | 减仓 |
| — | PROSHARES TR II | $41.33万 | 0.01% | 12,031 | 12,031 | — | $41.33万 | 新建仓 |
| VBIL | VANGUARD INSTL INDEX FD | $41.49万 | 0.01% | 5,485 | -15 | -0.3% | -$1,135 | 减仓 |
| CCL | CARNIVAL CORP | $41.59万 | 0.01% | 16,071 | 468 | 3.0% | $1.21万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $41.84万 | 0.01% | 13,951 | 7,091 | 103.4% | $21.27万 | 加仓 |
| AOM | ISHARES TR | $41.85万 | 0.01% | 8,834 | 0 | 0.0% | — | 不变 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $41.94万 | 0.01% | 17,754 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $42.10万 | 0.01% | 18,052 | 1,869 | 11.5% | $4.36万 | 加仓 |
| VST | VISTRA CORP | $42.19万 | 0.01% | 2,807 | 744 | 36.1% | $11.18万 | 加仓 |
| WELL | WELLTOWER INC | $42.60万 | 0.01% | 2,155 | 273 | 14.5% | $5.40万 | 加仓 |
| ARKQ | ARK ETF TR | $42.92万 | 0.01% | 3,817 | 1,213 | 46.6% | $13.64万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $43.05万 | 0.01% | 2,737 | 391 | 16.7% | $6.15万 | 加仓 |
| ESGU | ISHARES TR | $43.05万 | 0.01% | 3,044 | -146 | -4.6% | -$2.06万 | 减仓 |
| IHE | ISHARES TR | $43.09万 | 0.01% | 4,972 | -154 | -3.0% | -$1.33万 | 减仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $43.20万 | 0.01% | 35,034 | 150 | 0.4% | $1,850 | 加仓 |
| — | ULTIMUS MANAGERS TR | $43.28万 | 0.01% | 17,602 | 983 | 5.9% | $2.42万 | 加仓 |
| — | TIDAL TRUST II | $43.30万 | 0.01% | 18,480 | 7,558 | 69.2% | $17.71万 | 加仓 |