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 |
|---|---|---|---|---|---|---|---|---|
| ADM | ARCHER DANIELS MIDLAND CO | $43.36万 | 0.01% | 5,966 | -47 | -0.8% | -$3,416 | 减仓 |
| REM | ISHARES TR | $43.61万 | 0.01% | 20,313 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $43.93万 | 0.01% | 1,835 | -144 | -7.3% | -$3.45万 | 减仓 |
| ERO | ERO COPPER CORP | $43.94万 | 0.01% | 16,475 | 16,475 | — | $43.94万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $44.01万 | 0.01% | 1,330 | 19 | 1.4% | $6,287 | 加仓 |
| — | LISTED FDS TR | $44.14万 | 0.01% | 21,481 | 21,481 | — | $44.14万 | 新建仓 |
| PKG | PACKAGING CORP AMER | $44.16万 | 0.01% | 2,081 | -15 | -0.7% | -$3,183 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $44.50万 | 0.01% | 1,129 | 1,129 | — | $44.50万 | 新建仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $44.51万 | 0.01% | 16,347 | 282 | 1.8% | $7,679 | 加仓 |
| SPYD | SPDR SERIES TRUST | $44.62万 | 0.01% | 9,802 | 3,789 | 63.0% | $17.25万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $44.66万 | 0.01% | 41,047 | 3,120 | 8.2% | $3.39万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $44.77万 | 0.01% | 4,094 | -396 | -8.8% | -$4.33万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $44.84万 | 0.01% | 2,732 | -886 | -24.5% | -$14.54万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $44.87万 | 0.01% | 1,538 | 80 | 5.5% | $2.33万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $44.93万 | 0.01% | 17,420 | 2,574 | 17.3% | $6.64万 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $45.00万 | 0.01% | 9,755 | 2,389 | 32.4% | $11.02万 | 加仓 |
| — | AMERICAN BEACON SELECT FUNDS | $45.11万 | 0.01% | 15,964 | 2,271 | 16.6% | $6.42万 | 加仓 |
| CDW | CDW CORP | $45.12万 | 0.01% | 3,728 | -62 | -1.6% | -$7,503 | 减仓 |
| VLU | SPDR SERIES TRUST | $45.23万 | 0.01% | 2,104 | 103 | 5.1% | $2.21万 | 加仓 |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $45.27万 | 0.01% | 7,298 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $45.28万 | 0.01% | 17,138 | -2,669 | -13.5% | -$7.05万 | 减仓 |
| APH | AMPHENOL CORP | $45.52万 | 0.01% | 3,602 | -4 | -0.1% | -$505 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $45.60万 | 0.01% | 2,650 | 17 | 0.6% | $2,925 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $45.70万 | 0.01% | 5,362 | 649 | 13.8% | $5.53万 | 加仓 |
| NUVB | NUVATION BIO INC | $45.90万 | 0.01% | 106,999 | 47 | 0.0% | $202 | 加仓 |
| SPTI | SPDR SERIES TRUST | $46.10万 | 0.01% | 16,085 | 5 | 0.0% | $143 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $46.18万 | 0.01% | 4,727 | -244 | -4.9% | -$2.38万 | 减仓 |
| IJJ | ISHARES TR | $46.21万 | 0.01% | 3,487 | -177 | -4.8% | -$2.35万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $46.33万 | 0.01% | 11,795 | 1,413 | 13.6% | $5.55万 | 加仓 |
| CI | THE CIGNA GROUP | $46.38万 | 0.01% | 1,739 | 258 | 17.4% | $6.88万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $46.77万 | 0.01% | 15,195 | 912 | 6.4% | $2.81万 | 加仓 |
| YUM | YUM BRANDS INC | $46.94万 | 0.01% | 3,019 | 104 | 3.6% | $1.62万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $46.99万 | 0.01% | 9,244 | 2,493 | 36.9% | $12.67万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $47.38万 | 0.01% | 5,606 | -259 | -4.4% | -$2.19万 | 减仓 |
| PLD | PROLOGIS INC. | $47.47万 | 0.01% | 3,591 | 191 | 5.6% | $2.52万 | 加仓 |
| BE | BLOOM ENERGY CORP | $48.15万 | 0.01% | 3,554 | -102 | -2.8% | -$1.38万 | 减仓 |
| EVSB | MORGAN STANLEY ETF TRUST | $48.16万 | 0.01% | 9,489 | -145 | -1.5% | -$7,359 | 减仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $48.20万 | 0.01% | 28,156 | 286 | 1.0% | $4,896 | 加仓 |
| ECL | ECOLAB INC | $48.28万 | 0.01% | 1,815 | 9 | 0.5% | $2,394 | 加仓 |
| CME | CME GROUP INC | $48.29万 | 0.01% | 1,635 | 20 | 1.2% | $5,907 | 加仓 |
| — | PUTNAM ETF TRUST | $48.30万 | 0.01% | 17,514 | 2,530 | 16.9% | $6.98万 | 加仓 |
| NVS | NOVARTIS AG | $48.40万 | 0.01% | 3,168 | -76 | -2.3% | -$1.16万 | 减仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $48.65万 | 0.01% | 4,986 | -730 | -12.8% | -$7.12万 | 减仓 |
| FLNG | FLEX LNG LTD | $48.67万 | 0.01% | 16,383 | 4,188 | 34.3% | $12.44万 | 加仓 |
| — | NEXTERA ENERGY INC | $48.87万 | 0.01% | 9,341 | 125 | 1.4% | $6,539 | 加仓 |
| GWW | WW GRAINGER INC | $49.09万 | 0.01% | 450 | 12 | 2.7% | $1.31万 | 加仓 |
| INTU | INTUIT | $49.15万 | 0.01% | 1,137 | 560 | 97.1% | $24.21万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $49.26万 | 0.01% | 1,506 | -25 | -1.6% | -$8,178 | 减仓 |
| CMCSA | COMCAST CORP NEW | $49.49万 | 0.01% | 17,237 | -15,227 | -46.9% | -$43.72万 | 减仓 |
| EMB | ISHARES TR | $49.64万 | 0.01% | 5,285 | 654 | 14.1% | $6.14万 | 加仓 |
| — | ISHARES ETHEREUM TR | $49.73万 | 0.01% | 31,416 | 7,031 | 28.8% | $11.13万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $50.24万 | 0.01% | 2,378 | -22 | -0.9% | -$4,648 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $50.49万 | 0.01% | 5,056 | -14,801 | -74.5% | -$147.81万 | 减仓 |
| GH | GUARDANT HEALTH INC | $50.59万 | 0.01% | 5,477 | -2,658 | -32.7% | -$24.55万 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $50.61万 | 0.01% | 8,037 | 0 | 0.0% | — | 不变 |
| VTHR | VANGUARD SCOTTSDALE FDS | $50.71万 | 0.01% | 1,763 | 0 | 0.0% | — | 不变 |
| XYLD | GLOBAL X FDS | $50.97万 | 0.01% | 13,026 | 5,529 | 73.7% | $21.63万 | 加仓 |
| — | EA SERIES TRUST | $51.06万 | 0.01% | 10,126 | 0 | 0.0% | — | 不变 |
| BAI | BLACKROCK ETF TRUST | $51.15万 | 0.01% | 15,522 | 285 | 1.9% | $9,391 | 加仓 |
| RWR | SPDR SERIES TRUST | $51.19万 | 0.01% | 5,070 | -50,818 | -90.9% | -$513.13万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $51.24万 | 0.01% | 2,747 | 46 | 1.7% | $8,580 | 加仓 |
| AZO | AUTOZONE INC | $51.34万 | 0.01% | 152 | 8 | 5.6% | $2.70万 | 加仓 |
| B | BARRICK MNG CORP | $52.18万 | 0.01% | 12,791 | 4,189 | 48.7% | $17.09万 | 加仓 |
| — | TIDAL TRUST I | $53.05万 | 0.01% | 22,854 | 22,854 | — | $53.05万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $53.07万 | 0.01% | 5,611 | -279 | -4.7% | -$2.64万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $53.17万 | 0.01% | 10,257 | 1,976 | 23.9% | $10.24万 | 加仓 |
| PAYX | PAYCHEX INC | $53.46万 | 0.01% | 5,803 | -11,996 | -67.4% | -$110.51万 | 减仓 |
| URA | GLOBAL X FDS | $53.49万 | 0.01% | 11,046 | 1,036 | 10.3% | $5.02万 | 加仓 |
| HECA | ETF OPPORTUNITIES TRUST | $53.59万 | 0.01% | 18,561 | 18,561 | — | $53.59万 | 新建仓 |
| KRE | SPDR SERIES TRUST | $53.63万 | 0.01% | 8,232 | 53 | 0.6% | $3,453 | 加仓 |
| TTD | THE TRADE DESK INC | $53.69万 | 0.01% | 23,663 | -6,199 | -20.8% | -$14.07万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $53.78万 | 0.01% | 4,935 | -412 | -7.7% | -$4.49万 | 减仓 |
| NUBD | NUSHARES ETF TR | $53.83万 | 0.01% | 24,239 | -424 | -1.7% | -$9,417 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $53.93万 | 0.01% | 9,577 | 1,790 | 23.0% | $10.08万 | 加仓 |
| DLN | WISDOMTREE TR | $54.18万 | 0.01% | 6,065 | 11 | 0.2% | $983 | 加仓 |
| IHDG | WISDOMTREE TR | $54.21万 | 0.01% | 11,259 | -149 | -1.3% | -$7,174 | 减仓 |
| AGGY | WISDOMTREE TR | $54.42万 | 0.01% | 12,525 | 109 | 0.9% | $4,736 | 加仓 |
| ESGE | ISHARES INC | $54.53万 | 0.01% | 11,993 | -111 | -0.9% | -$5,047 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $54.71万 | 0.01% | 6,759 | -191 | -2.7% | -$1.55万 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $54.74万 | 0.01% | 107,326 | -291 | -0.3% | -$1,484 | 减仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $54.82万 | 0.01% | 6,350 | 569 | 9.8% | $4.91万 | 加仓 |
| FSK | FS KKR CAP CORP | $55.58万 | 0.01% | 54,602 | -32,229 | -37.1% | -$32.81万 | 减仓 |
| — | PACER FDS TR | $55.70万 | 0.01% | 11,853 | 2,627 | 28.5% | $12.34万 | 加仓 |
| AWR | AMER STATES WTR CO | $56.02万 | 0.01% | 7,408 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $56.16万 | 0.01% | 28,754 | -2,488 | -8.0% | -$4.86万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $56.50万 | 0.01% | 9,664 | -8,937 | -48.0% | -$52.25万 | 重新持有 |
| AEM | AGNICO EAGLE MINES LTD | $56.55万 | 0.01% | 2,786 | -465 | -14.3% | -$9.44万 | 减仓 |
| — | GRANITESHARES ETF TR | $56.57万 | 0.01% | 48,959 | 636 | 1.3% | $7,348 | 加仓 |
| SGDM | SPROTT ETF TRUST | $56.80万 | 0.01% | 7,524 | -50 | -0.7% | -$3,775 | 减仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $57.11万 | 0.01% | 21,261 | 0 | 0.0% | — | 不变 |
| CRD/A | CRAWFORD & CO | $57.34万 | 0.01% | 57,516 | 80 | 0.1% | $798 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $57.54万 | 0.01% | 7,455 | -161 | -2.1% | -$1.24万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $57.83万 | 0.01% | 3,312 | 94 | 2.9% | $1.64万 | 加仓 |
| — | SPROTT FDS TR | $57.98万 | 0.01% | 12,759 | 3,251 | 34.2% | $14.77万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $58.01万 | 0.01% | 4,420 | -214 | -4.6% | -$2.81万 | 减仓 |
| TMUS | T-MOBILE US INC | $58.35万 | 0.01% | 2,778 | 151 | 5.7% | $3.17万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $58.43万 | 0.01% | 8,431 | -1,325 | -13.6% | -$9.18万 | 减仓 |
| SMMU | PIMCO ETF TR | $58.68万 | 0.01% | 11,632 | -15 | -0.1% | -$757 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $59.14万 | 0.01% | 9,102 | -1,962 | -17.7% | -$12.75万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $59.23万 | 0.01% | 23,181 | 376 | 1.6% | $9,607 | 加仓 |