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 |
|---|---|---|---|---|---|---|---|---|
| PAYX | PAYCHEX INC | $41.77万 | 0.01% | 4,248 | -1,555 | -26.8% | -$15.29万 | 减仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $41.80万 | 0.01% | 17,754 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $41.91万 | 0.01% | 22,563 | 7,490 | 49.7% | $13.91万 | 加仓 |
| FDG | AMERICAN CENTY ETF TR | $41.93万 | 0.01% | 3,150 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $42.00万 | 0.01% | 1,031 | 194 | 23.2% | $7.90万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $42.35万 | 0.01% | 33,087 | -1,947 | -5.6% | -$2.49万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $42.41万 | 0.01% | 3,152 | -942 | -23.0% | -$12.67万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $42.43万 | 0.01% | 4,653 | 1,328 | 39.9% | $12.11万 | 加仓 |
| WTAI | WISDOMTREE TR | $42.63万 | 0.01% | 8,980 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $42.76万 | 0.01% | 4,580 | 6 | 0.1% | $560 | 加仓 |
| SPYD | SPDR SERIES TRUST | $43.07万 | 0.01% | 9,028 | -774 | -7.9% | -$3.69万 | 减仓 |
| ESGU | ISHARES TR | $43.37万 | 0.01% | 2,650 | -394 | -12.9% | -$6.45万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $43.48万 | 0.01% | 5,692 | -274 | -4.6% | -$2.09万 | 减仓 |
| — | TIDAL TRUST II | $43.50万 | 0.01% | 18,929 | 449 | 2.4% | $1.03万 | 加仓 |
| DAPP | VANECK ETF TRUST | $43.50万 | 0.01% | 22,446 | -1,400 | -5.9% | -$2.71万 | 减仓 |
| NEM | NEWMONT CORP | $43.60万 | 0.01% | 4,668 | -1,323 | -22.1% | -$12.36万 | 减仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $43.61万 | 0.01% | 19,028 | 1,726 | 10.0% | $3.96万 | 加仓 |
| — | AMERICAN BEACON SELECT FUNDS | $43.73万 | 0.01% | 15,130 | -834 | -5.2% | -$2.41万 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $43.89万 | 0.01% | 10,948 | 11 | 0.1% | $441 | 加仓 |
| PAAA | PGIM ETF TR | $43.99万 | 0.01% | 8,580 | 8,580 | — | $43.99万 | 新建仓 |
| — | VALKYRIE ETF TRUST II | $43.99万 | 0.01% | 6,975 | -600 | -7.9% | -$3.78万 | 减仓 |
| PWR | QUANTA SVCS INC | $44.00万 | 0.01% | 611 | 60 | 10.9% | $4.32万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $44.10万 | 0.01% | 10,692 | -80,987 | -88.3% | -$334.06万 | 减仓 |
| PGR | PROGRESSIVE CORP | $44.38万 | 0.01% | 2,032 | -11,995 | -85.5% | -$262.00万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $44.70万 | 0.01% | 15,746 | -339 | -2.1% | -$9,624 | 减仓 |
| REM | ISHARES TR | $44.72万 | 0.01% | 20,279 | -34 | -0.2% | -$750 | 减仓 |
| — | SPROTT FDS TR | $44.88万 | 0.01% | 11,493 | -1,266 | -9.9% | -$4.94万 | 减仓 |
| TER | TERADYNE INC | $44.92万 | 0.01% | 928 | -262 | -22.0% | -$12.68万 | 减仓 |
| SPYI | NEOS ETF TRUST | $45.33万 | 0.01% | 8,538 | 8,538 | — | $45.33万 | 新建仓 |
| YUM | YUM BRANDS INC | $45.46万 | 0.01% | 2,844 | -175 | -5.8% | -$2.80万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $45.49万 | 0.01% | 15,923 | 15,923 | — | $45.49万 | 新建仓 |
| FLRN | SPDR SERIES TRUST | $45.55万 | 0.01% | 14,765 | -430 | -2.8% | -$1.33万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $45.59万 | 0.01% | 16,681 | 334 | 2.0% | $9,128 | 加仓 |
| FICO | FAIR ISAAC CORP | $45.76万 | 0.01% | 383 | 25 | 7.0% | $2.99万 | 加仓 |
| IBMQ | ISHARES TR | $46.04万 | 0.01% | 17,997 | 6,561 | 57.4% | $16.78万 | 加仓 |
| — | NEXTERA ENERGY INC | $46.38万 | 0.01% | 9,291 | -50 | -0.5% | -$2,496 | 减仓 |
| NEAR | ISHARES U S ETF TR | $46.85万 | 0.01% | 9,248 | 4 | 0.0% | $203 | 加仓 |
| FLNG | FLEX LNG LTD | $46.96万 | 0.01% | 16,734 | 351 | 2.1% | $9,849 | 加仓 |
| IWR | ISHARES TR | $47.01万 | 0.01% | 4,262 | -22,992 | -84.4% | -$253.62万 | 减仓 |
| PKG | PACKAGING CORP AMER | $47.16万 | 0.01% | 1,979 | -102 | -4.9% | -$2.43万 | 减仓 |
| SGDM | SPROTT ETF TRUST | $47.23万 | 0.01% | 7,512 | -12 | -0.2% | -$754 | 减仓 |
| AAXJ | ISHARES TR | $47.59万 | 0.01% | 3,988 | -49 | -1.2% | -$5,847 | 减仓 |
| ARKQ | ARK ETF TR | $47.80万 | 0.01% | 3,615 | -202 | -5.3% | -$2.67万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $47.86万 | 0.01% | 2,747 | 97 | 3.7% | $1.69万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $48.03万 | 0.01% | 23,583 | 5,200 | 28.3% | $10.59万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $48.42万 | 0.01% | 97,041 | -10,285 | -9.6% | -$5.13万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $48.43万 | 0.01% | 27,011 | 4,007 | 17.4% | $7.18万 | 加仓 |
| RWR | SPDR SERIES TRUST | $48.62万 | 0.01% | 4,304 | -766 | -15.1% | -$8.65万 | 减仓 |
| AZO | AUTOZONE INC | $48.90万 | 0.01% | 153 | 1 | 0.7% | $3,196 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $49.01万 | 0.01% | 2,508 | 146 | 6.2% | $2.85万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $49.10万 | 0.01% | 3,395 | 243 | 7.7% | $3.51万 | 加仓 |
| IHE | ISHARES TR | $49.27万 | 0.01% | 4,976 | 4 | 0.1% | $396 | 加仓 |
| — | PUTNAM ETF TRUST | $49.31万 | 0.01% | 18,122 | 608 | 3.5% | $1.65万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $49.33万 | 0.01% | 1,494 | -44 | -2.9% | -$1.45万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $49.43万 | 0.01% | 3,381 | 69 | 2.1% | $1.01万 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $49.58万 | 0.01% | 4,473 | 4,473 | — | $49.58万 | 新建仓 |
| INSM | INSMED INC | $49.81万 | 0.01% | 4,672 | 4,672 | — | $49.81万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $50.33万 | 0.01% | 4,246 | 24 | 0.6% | $2,845 | 加仓 |
| AOM | ISHARES TR | $50.59万 | 0.01% | 10,141 | 1,307 | 14.8% | $6.52万 | 加仓 |
| ERO | ERO COPPER CORP | $51.23万 | 0.01% | 19,150 | 2,675 | 16.2% | $7.16万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $51.42万 | 0.01% | 47,432 | 6,385 | 15.6% | $6.92万 | 加仓 |
| FSK | FS KKR CAP CORP | $51.68万 | 0.01% | 49,217 | -5,385 | -9.9% | -$5.65万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $52.28万 | 0.01% | 18,409 | 4,178 | 29.4% | $11.87万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $52.31万 | 0.01% | 1,800 | -40 | -2.2% | -$1.16万 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $52.31万 | 0.01% | 7,887 | -150 | -1.9% | -$9,950 | 减仓 |
| VLUE | ISHARES TR | $52.39万 | 0.01% | 2,622 | -3,678 | -58.4% | -$73.49万 | 重新持有 |
| IDEV | ISHARES TR | $52.55万 | 0.01% | 5,904 | -1,388 | -19.0% | -$12.35万 | 减仓 |
| — | ISHARES ETHEREUM TR | $52.59万 | 0.01% | 44,229 | 12,813 | 40.8% | $15.23万 | 加仓 |
| — | PROFESIONALLY MANAGED PORTFO | $52.60万 | 0.01% | 38,226 | 9,456 | 32.9% | $13.01万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $52.63万 | 0.01% | 8,730 | 1,600 | 22.4% | $9.65万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $52.71万 | 0.01% | 8,887 | 679 | 8.3% | $4.03万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $53.35万 | 0.01% | 21,315 | 5,144 | 31.8% | $12.88万 | 加仓 |
| TUSI | TOUCHSTONE ETF TRUST | $53.51万 | 0.01% | 21,182 | 21,182 | — | $53.51万 | 新建仓 |
| MSIF | MSC INCOME FUND INC | $53.69万 | 0.01% | 46,402 | -9,100 | -16.4% | -$10.53万 | 减仓 |
| VLU | SPDR SERIES TRUST | $54.00万 | 0.01% | 2,267 | 163 | 7.7% | $3.88万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $54.02万 | 0.01% | 10,407 | 150 | 1.5% | $7,786 | 加仓 |
| EMB | ISHARES TR | $54.07万 | 0.01% | 5,607 | 322 | 6.1% | $3.11万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $54.10万 | 0.01% | 6,666 | -93 | -1.4% | -$7,547 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $54.14万 | 0.01% | 4,616 | -319 | -6.5% | -$3.74万 | 减仓 |
| HACK | AMPLIFY ETF TR | $54.58万 | 0.01% | 5,202 | -135 | -2.5% | -$1.42万 | 减仓 |
| AGGY | WISDOMTREE TR | $54.66万 | 0.01% | 12,572 | 47 | 0.4% | $2,044 | 加仓 |
| — | GRANITESHARES ETF TR | $55.06万 | 0.01% | 47,693 | -1,266 | -2.6% | -$1.46万 | 减仓 |
| KR | KROGER CO | $55.16万 | 0.01% | 9,934 | -1,865 | -15.8% | -$10.36万 | 减仓 |
| GWW | WW GRAINGER INC | $55.20万 | 0.01% | 406 | -44 | -9.8% | -$5.98万 | 减仓 |
| — | EA SERIES TRUST | $55.39万 | 0.01% | 10,126 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $55.69万 | 0.01% | 23,070 | -4,417 | -16.1% | -$10.66万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $55.80万 | 0.01% | 5,660 | 54 | 1.0% | $5,324 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $56.00万 | 0.01% | 11,563 | -3,168 | -21.5% | -$15.34万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $56.02万 | 0.01% | 1,512 | 6 | 0.4% | $2,223 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $56.18万 | 0.01% | 22,187 | 5,920 | 36.4% | $14.99万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $56.36万 | 0.01% | 28,868 | 114 | 0.4% | $2,226 | 加仓 |
| URA | GLOBAL X FDS | $56.60万 | 0.01% | 12,951 | 1,905 | 17.2% | $8.33万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $56.71万 | 0.01% | 2,097 | -798 | -27.6% | -$21.58万 | 减仓 |
| SMMU | PIMCO ETF TR | $57.23万 | 0.01% | 11,333 | -299 | -2.6% | -$1.51万 | 减仓 |
| VLO | VALERO ENERGY CORP | $57.65万 | 0.01% | 2,214 | -504 | -18.5% | -$13.12万 | 减仓 |
| BE | BLOOM ENERGY CORP | $57.94万 | 0.01% | 1,914 | -1,640 | -46.1% | -$49.64万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $58.33万 | 0.01% | 2,608 | -139 | -5.1% | -$3.11万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $58.35万 | 0.01% | 7,608 | 153 | 2.1% | $1.17万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $58.45万 | 0.01% | 1,763 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO EXCHANGE TRADED FD T | $58.75万 | 0.01% | 4,148 | -272 | -6.2% | -$3.85万 | 减仓 |