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 |
|---|---|---|---|---|---|---|---|---|
| HIMU | BLACKROCK ETF TRUST II | $59.26万 | 0.01% | 12,352 | 33 | 0.3% | $1,583 | 加仓 |
| UTES | ETFIS SER TR I | $59.73万 | 0.01% | 7,476 | -30 | -0.4% | -$2,397 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $59.84万 | 0.01% | 26,040 | 46 | 0.2% | $1,057 | 加仓 |
| ASML | ASML HLDG NV | $60.23万 | 0.01% | 456 | 99 | 27.7% | $13.08万 | 加仓 |
| ICF | ISHARES TR | $60.51万 | 0.01% | 9,778 | 600 | 6.5% | $3.71万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $60.74万 | 0.01% | 6,296 | 697 | 12.4% | $6.72万 | 加仓 |
| FHI | FEDERATED HERMES INC | $60.87万 | 0.01% | 10,733 | 105 | 1.0% | $5,955 | 加仓 |
| IDEV | ISHARES TR | $60.94万 | 0.01% | 7,292 | 4,216 | 137.1% | $35.23万 | 加仓 |
| IYF | ISHARES TR | $61.20万 | 0.01% | 5,201 | -37 | -0.7% | -$4,353 | 减仓 |
| LH | LABCORP HOLDINGS INC | $61.70万 | 0.01% | 2,312 | 23 | 1.0% | $6,138 | 加仓 |
| SILJ | AMPLIFY ETF TR | $62.26万 | 0.01% | 20,948 | 20,948 | — | $62.26万 | 新建仓 |
| LQD | ISHARES TR | $62.36万 | 0.01% | 5,721 | -7,310 | -56.1% | -$79.68万 | 减仓 |
| FLS | FLOWSERVE CORP | $62.48万 | 0.01% | 8,499 | -798 | -8.6% | -$5.87万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $62.51万 | 0.01% | 27,920 | 447 | 1.6% | $1.00万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $62.73万 | 0.01% | 6,959 | 513 | 8.0% | $4.62万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $63.13万 | 0.01% | 4,821 | -15 | -0.3% | -$1,964 | 减仓 |
| KKR | KKR & CO INC | $63.17万 | 0.01% | 6,830 | -301 | -4.2% | -$2.78万 | 减仓 |
| PFFD | GLOBAL X FDS | $63.40万 | 0.01% | 34,457 | 4,630 | 15.5% | $8.52万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $63.51万 | 0.01% | 1,840 | 55 | 3.1% | $1.90万 | 加仓 |
| — | NUVEEN PA INVT QUALITY MUN F | $63.75万 | 0.01% | 53,440 | 5,416 | 11.3% | $6.46万 | 加仓 |
| LQDH | ISHARES U S ETF TR | $64.04万 | 0.01% | 6,935 | 1,757 | 33.9% | $16.22万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $64.25万 | 0.01% | 1,325 | 33 | 2.6% | $1.60万 | 加仓 |
| EVRG | EVERGY INC | $64.36万 | 0.01% | 7,856 | -3,498 | -30.8% | -$28.66万 | 减仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $64.70万 | 0.01% | 13,460 | 83 | 0.6% | $3,990 | 加仓 |
| NEM | NEWMONT CORP | $64.85万 | 0.01% | 5,991 | -363 | -5.7% | -$3.93万 | 减仓 |
| MET | METLIFE INC | $65.35万 | 0.01% | 9,240 | 3,418 | 58.7% | $24.17万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $65.46万 | 0.01% | 14,004 | -202 | -1.4% | -$9,442 | 减仓 |
| FTNT | FORTINET INC | $65.49万 | 0.01% | 8,014 | -290 | -3.5% | -$2.37万 | 减仓 |
| ABNB | AIRBNB INC | $65.88万 | 0.01% | 5,217 | -65 | -1.2% | -$8,208 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $66.71万 | 0.01% | 27,487 | -639 | -2.3% | -$1.55万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $66.74万 | 0.01% | 11,208 | -1,796 | -13.8% | -$10.69万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $66.97万 | 0.01% | 8,093 | 406 | 5.3% | $3.36万 | 加仓 |
| NKE | NIKE INC | $67.08万 | 0.01% | 12,700 | -620 | -4.7% | -$3.27万 | 减仓 |
| VLO | VALERO ENERGY CORP | $67.15万 | 0.01% | 2,718 | 12 | 0.4% | $2,965 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $67.29万 | 0.01% | 10,414 | 586 | 6.0% | $3.79万 | 加仓 |
| TOST | TOAST INC | $67.41万 | 0.01% | 25,429 | -3,978 | -13.5% | -$10.55万 | 减仓 |
| SHOP | SHOPIFY INC | $67.51万 | 0.01% | 5,691 | 1,014 | 21.7% | $12.03万 | 加仓 |
| BLK | BLACKROCK INC | $67.55万 | 0.01% | 702 | -61 | -8.0% | -$5.87万 | 减仓 |
| MSIF | MSC INCOME FUND INC | $67.60万 | 0.01% | 55,502 | 16,532 | 42.4% | $20.14万 | 加仓 |
| BIZD | VANECK ETF TRUST | $67.87万 | 0.01% | 53,020 | -6,233 | -10.5% | -$7.98万 | 减仓 |
| CGNX | COGNEX CORP | $68.90万 | 0.01% | 14,065 | 68 | 0.5% | $3,331 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $69.09万 | 0.01% | 29,530 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $69.57万 | 0.01% | 10,383 | -153 | -1.5% | -$1.03万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $69.88万 | 0.01% | 13,244 | -1,125 | -7.8% | -$5.94万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $69.97万 | 0.01% | 8,683 | 2,547 | 41.5% | $20.52万 | 加仓 |
| CVS | CVS HEALTH CORP | $70.22万 | 0.01% | 9,778 | -208 | -2.1% | -$1.49万 | 减仓 |
| MAGS | LISTED FDS TR | $70.28万 | 0.01% | 12,130 | 2,407 | 24.8% | $13.95万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $70.78万 | 0.01% | 14,731 | 7,663 | 108.4% | $36.82万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $70.81万 | 0.01% | 4,890 | -125 | -2.5% | -$1.81万 | 减仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $71.06万 | 0.01% | 42,070 | 6,636 | 18.7% | $11.21万 | 加仓 |
| NLR | VANECK ETF TRUST | $71.16万 | 0.01% | 5,343 | 431 | 8.8% | $5.74万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $71.29万 | 0.01% | 3,617 | -1,530 | -29.7% | -$30.16万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $71.39万 | 0.01% | 28,799 | 17,828 | 162.5% | $44.20万 | 加仓 |
| VPU | VANGUARD WORLD FD | $71.48万 | 0.01% | 3,607 | -170 | -4.5% | -$3.37万 | 减仓 |
| ONON | ON HLDG AG | $71.96万 | 0.01% | 21,151 | -4,113 | -16.3% | -$13.99万 | 减仓 |
| MELI | MERCADOLIBRE INC | $72.62万 | 0.01% | 420 | 47 | 12.6% | $8.13万 | 加仓 |
| BRO | BROWN & BROWN INC | $72.71万 | 0.01% | 11,150 | -2,455 | -18.0% | -$16.01万 | 减仓 |
| GM | GENERAL MTRS CO | $72.97万 | 0.01% | 9,794 | 3,405 | 53.3% | $25.37万 | 加仓 |
| WMB | WILLIAMS COS INC | $73.24万 | 0.01% | 10,063 | 1,198 | 13.5% | $8.72万 | 加仓 |
| RRC | RANGE RES CORP | $74.07万 | 0.01% | 16,395 | 2,250 | 15.9% | $10.17万 | 加仓 |
| NET | CLOUDFLARE INC | $74.57万 | 0.01% | 3,614 | 516 | 16.7% | $10.65万 | 加仓 |
| ENB | ENBRIDGE INC | $74.79万 | 0.01% | 13,815 | -289 | -2.0% | -$1.56万 | 减仓 |
| RKT | ROCKET COS INC | $75.03万 | 0.01% | 52,650 | -8,474 | -13.9% | -$12.08万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $75.36万 | 0.01% | 2,895 | 262 | 10.0% | $6.82万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $75.50万 | 0.01% | 31,920 | 0 | 0.0% | — | 不变 |
| HBM | HUDBAY MINERALS INC | $76.86万 | 0.01% | 36,774 | 24,534 | 200.4% | $51.28万 | 加仓 |
| SUSB | ISHARES TR | $77.02万 | 0.01% | 30,729 | 7,930 | 34.8% | $19.88万 | 加仓 |
| APP | APPLOVIN CORP | $77.25万 | 0.02% | 1,941 | 443 | 29.6% | $17.63万 | 加仓 |
| DTE | DTE ENERGY CO | $77.28万 | 0.02% | 5,285 | 254 | 5.0% | $3.71万 | 加仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $77.76万 | 0.02% | 146,175 | 146,175 | — | $77.76万 | 新建仓 |
| TGT | TARGET CORP | $78.04万 | 0.02% | 6,439 | -192 | -2.9% | -$2.33万 | 减仓 |
| F | FORD MTR CO | $78.15万 | 0.02% | 67,720 | -1,294 | -1.9% | -$1.49万 | 减仓 |
| FLRT | PACER FDS TR | $78.18万 | 0.02% | 16,882 | 2,043 | 13.8% | $9.46万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $78.30万 | 0.02% | 2,674 | -375 | -12.3% | -$10.98万 | 减仓 |
| ISPY | PROSHARES TR | $78.30万 | 0.02% | 18,062 | 2,081 | 13.0% | $9.02万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $79.11万 | 0.02% | 7,115 | -3,025 | -29.8% | -$33.63万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $79.42万 | 0.02% | 15,952 | 10,708 | 204.2% | $53.31万 | 加仓 |
| LDP | COHEN & STEERS LTD DURATION | $80.22万 | 0.02% | 40,171 | 5,257 | 15.1% | $10.50万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $81.78万 | 0.02% | 6,661 | 378 | 6.0% | $4.64万 | 加仓 |
| SUSL | ISHARES TR | $82.15万 | 0.02% | 7,231 | 44 | 0.6% | $4,999 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $82.32万 | 0.02% | 41,945 | -1,153 | -2.7% | -$2.26万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $83.13万 | 0.02% | 43,751 | 1,787 | 4.3% | $3.40万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $83.58万 | 0.02% | 24,897 | -151,151 | -85.9% | -$507.41万 | 减仓 |
| — | PGIM ETF TR | $83.61万 | 0.02% | 16,403 | 789 | 5.1% | $4.02万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $83.81万 | 0.02% | 3,881 | -487 | -11.1% | -$10.52万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $84.02万 | 0.02% | 9,058 | -1,486 | -14.1% | -$13.78万 | 减仓 |
| PFFA | ETFIS SER TR I | $84.62万 | 0.02% | 41,563 | 1,759 | 4.4% | $3.58万 | 加仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $85.13万 | 0.02% | 14,250 | -1,603 | -10.1% | -$9.58万 | 减仓 |
| KR | KROGER CO | $85.38万 | 0.02% | 11,799 | 24 | 0.2% | $1,737 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $85.38万 | 0.02% | 21,082 | 4,208 | 24.9% | $17.04万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $85.44万 | 0.02% | 9,091 | 430 | 5.0% | $4.04万 | 加仓 |
| IHAK | ISHARES TR | $85.45万 | 0.02% | 19,575 | -2,901 | -12.9% | -$12.66万 | 减仓 |
| OKE | ONEOK INC NEW | $85.88万 | 0.02% | 9,501 | 331 | 3.6% | $2.99万 | 加仓 |
| NUE | NUCOR CORP | $86.58万 | 0.02% | 5,120 | 3,203 | 167.1% | $54.16万 | 加仓 |
| ARKK | ARK ETF TR | $86.94万 | 0.02% | 12,862 | -2,125 | -14.2% | -$14.36万 | 减仓 |
| MDST | ULTIMUS MANAGERS TR | $87.01万 | 0.02% | 30,424 | 7,410 | 32.2% | $21.19万 | 加仓 |
| IMCG | ISHARES TR | $87.36万 | 0.02% | 11,090 | 5,971 | 116.6% | $47.03万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $87.49万 | 0.02% | 10,312 | 5,983 | 138.2% | $50.76万 | 加仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $87.49万 | 0.02% | 36,900 | -2,000 | -5.1% | -$4.74万 | 减仓 |
| COPX | GLOBAL X FDS | $87.55万 | 0.02% | 11,467 | 11,467 | — | $87.55万 | 新建仓 |