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 |
|---|---|---|---|---|---|---|---|---|
| MAGS | LISTED FDS TR | $58.82万 | 0.01% | 9,148 | -2,982 | -24.6% | -$19.17万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $59.13万 | 0.01% | 2,489 | 111 | 4.7% | $2.64万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $59.28万 | 0.01% | 8,081 | -1,496 | -15.6% | -$10.97万 | 减仓 |
| DLN | WISDOMTREE TR | $59.50万 | 0.01% | 6,178 | 113 | 1.9% | $1.09万 | 加仓 |
| SHOP | SHOPIFY INC | $59.88万 | 0.01% | 5,244 | -447 | -7.9% | -$5.10万 | 减仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $59.97万 | 0.01% | 29,166 | 1,010 | 3.6% | $2.08万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $60.29万 | 0.01% | 13,244 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $60.34万 | 0.01% | 6,574 | -256 | -3.7% | -$2.35万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $60.48万 | 0.01% | 5,543 | -68 | -1.2% | -$7,420 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $60.61万 | 0.01% | 1,320 | -5 | -0.4% | -$2,296 | 减仓 |
| SPMB | SPDR SERIES TRUST | $60.74万 | 0.01% | 27,225 | -695 | -2.5% | -$1.55万 | 减仓 |
| FAST | FASTENAL CO | $60.83万 | 0.01% | 12,664 | -9,806 | -43.6% | -$47.10万 | 减仓 |
| AWR | AMER STATES WTR CO | $61.13万 | 0.01% | 7,398 | -10 | -0.1% | -$826 | 减仓 |
| IONQ | IONQ INC | $61.47万 | 0.01% | 11,541 | 2,923 | 33.9% | $15.57万 | 加仓 |
| USB | US BANCORP | $61.74万 | 0.01% | 10,222 | -7,919 | -43.7% | -$47.83万 | 减仓 |
| SBUX | STARBUCKS CORP | $61.75万 | 0.01% | 6,043 | -4,726 | -43.9% | -$48.29万 | 减仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $62.13万 | 0.01% | 5,542 | 1,942 | 53.9% | $21.77万 | 加仓 |
| MET | METLIFE INC | $62.20万 | 0.01% | 7,352 | -1,888 | -20.4% | -$15.97万 | 减仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $62.33万 | 0.01% | 21,261 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $62.54万 | 0.01% | 8,413 | -1,650 | -16.4% | -$12.27万 | 减仓 |
| CHAT | TIDAL TRUST II | $62.72万 | 0.01% | 6,356 | 0 | 0.0% | — | 不变 |
| UTES | ETFIS SER TR I | $62.87万 | 0.01% | 7,691 | 215 | 2.9% | $1.76万 | 加仓 |
| BLK | BLACKROCK INC | $62.96万 | 0.01% | 655 | -47 | -6.7% | -$4.52万 | 减仓 |
| RRC | RANGE RES CORP | $63.05万 | 0.01% | 16,953 | 558 | 3.4% | $2.08万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $63.33万 | 0.01% | 7,147 | 3,018 | 73.1% | $26.74万 | 加仓 |
| FLS | FLOWSERVE CORP | $63.40万 | 0.01% | 8,549 | 50 | 0.6% | $3,708 | 加仓 |
| ESGE | ISHARES INC | $63.68万 | 0.01% | 11,643 | -350 | -2.9% | -$1.91万 | 减仓 |
| APH | AMPHENOL CORP | $63.82万 | 0.01% | 3,619 | 17 | 0.5% | $2,998 | 加仓 |
| CRD/A | CRAWFORD & CO | $64.82万 | 0.01% | 57,516 | 0 | 0.0% | — | 不变 |
| PKB | INVESCO EXCHANGE TRADED FD T | $64.93万 | 0.01% | 5,794 | 808 | 16.2% | $9.06万 | 加仓 |
| BIZD | VANECK ETF TRUST | $65.21万 | 0.01% | 51,507 | -1,513 | -2.9% | -$1.92万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $65.58万 | 0.01% | 11,119 | -89 | -0.8% | -$5,249 | 减仓 |
| QQQI | NEOS ETF TRUST | $65.66万 | 0.01% | 11,562 | 6,129 | 112.8% | $34.81万 | 加仓 |
| GM | GENERAL MTRS CO | $65.68万 | 0.01% | 8,521 | -1,273 | -13.0% | -$9.81万 | 减仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $65.72万 | 0.01% | 62,179 | 62,179 | — | $65.72万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $65.94万 | 0.01% | 1,315 | -1,391 | -51.4% | -$69.75万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $66.20万 | 0.01% | 4,354 | -536 | -11.0% | -$8.15万 | 减仓 |
| IYF | ISHARES TR | $66.32万 | 0.01% | 5,201 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY ETF TR | $67.00万 | 0.01% | 25,850 | 4,902 | 23.4% | $12.71万 | 加仓 |
| JSML | JANUS DETROIT STR TR | $67.13万 | 0.01% | 7,214 | -35,187 | -83.0% | -$327.43万 | 减仓 |
| COP | CONOCOPHILLIPS | $67.25万 | 0.01% | 6,469 | -3,473 | -34.9% | -$36.10万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $67.28万 | 0.01% | 28,603 | 2,563 | 9.8% | $6.03万 | 加仓 |
| IGF | ISHARES TR | $67.42万 | 0.01% | 10,123 | -260 | -2.5% | -$1.73万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $67.72万 | 0.01% | 5,287 | -1,828 | -25.7% | -$23.41万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $67.88万 | 0.01% | 4,646 | -175 | -3.6% | -$2.56万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $68.10万 | 0.01% | 23,164 | -17 | -0.1% | -$500 | 减仓 |
| FLRT | PACER FDS TR | $68.26万 | 0.01% | 14,639 | -2,243 | -13.3% | -$10.46万 | 减仓 |
| MSTR | STRATEGY INC | $68.30万 | 0.01% | 7,857 | 329 | 4.4% | $2.86万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $68.33万 | 0.01% | 14,199 | 195 | 1.4% | $9,384 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $68.60万 | 0.01% | 6,034 | -925 | -13.3% | -$10.52万 | 减仓 |
| SHEL | SHELL PLC | $68.65万 | 0.01% | 8,854 | -3,244 | -26.8% | -$25.15万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $68.74万 | 0.01% | 4,552 | 4,552 | — | $68.74万 | 新建仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $68.79万 | 0.01% | 6,608 | 108 | 1.7% | $1.12万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $69.22万 | 0.01% | 29,530 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $69.37万 | 0.01% | 3,077 | -3,092 | -50.1% | -$69.71万 | 减仓 |
| NLR | VANECK ETF TRUST | $69.54万 | 0.01% | 5,996 | 653 | 12.2% | $7.57万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $70.01万 | 0.01% | 2,500 | 188 | 8.1% | $5.26万 | 加仓 |
| HECA | ETF OPPORTUNITIES TRUST | $70.16万 | 0.01% | 25,700 | 7,139 | 38.5% | $19.49万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $70.21万 | 0.01% | 8,495 | 402 | 5.0% | $3.32万 | 加仓 |
| AIS | TIDAL TRUST III | $70.30万 | 0.01% | 8,241 | 2,211 | 36.7% | $18.86万 | 加仓 |
| ABNB | AIRBNB INC | $70.38万 | 0.01% | 4,918 | -299 | -5.7% | -$4.28万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $70.83万 | 0.01% | 1,148 | 19 | 1.7% | $1.17万 | 加仓 |
| ICF | ISHARES TR | $70.98万 | 0.01% | 10,495 | 717 | 7.3% | $4.85万 | 加仓 |
| VPU | VANGUARD WORLD FD | $71.27万 | 0.01% | 3,641 | 34 | 0.9% | $6,655 | 加仓 |
| MELI | MERCADOLIBRE INC | $71.46万 | 0.01% | 421 | 1 | 0.2% | $1,697 | 加仓 |
| NUBD | NUSHARES ETF TR | $71.94万 | 0.01% | 32,499 | 8,260 | 34.1% | $18.28万 | 加仓 |
| OVL | LISTED FDS TR | $72.00万 | 0.01% | 12,719 | 12,719 | — | $72.00万 | 新建仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $72.25万 | 0.01% | 13,847 | 387 | 2.9% | $2.02万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $72.84万 | 0.01% | 5,720 | 5,720 | — | $72.84万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $73.04万 | 0.01% | 22,405 | -2,492 | -10.0% | -$8.12万 | 减仓 |
| SHAK | SHAKE SHACK INC | $73.27万 | 0.01% | 13,080 | 786 | 6.4% | $4.40万 | 加仓 |
| MDT | MEDTRONIC PLC | $73.51万 | 0.01% | 9,396 | -1,572 | -14.3% | -$12.30万 | 减仓 |
| OEF | ISHARES TR | $73.57万 | 0.01% | 2,011 | -2,839 | -58.5% | -$103.86万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $73.80万 | 0.01% | 38,257 | -5,494 | -12.6% | -$10.60万 | 减仓 |
| ONON | ON HLDG AG | $74.08万 | 0.01% | 20,916 | -235 | -1.1% | -$8,324 | 减仓 |
| — | PGIM ETF TR | $74.17万 | 0.01% | 15,001 | -7,207 | -32.5% | -$35.63万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $74.37万 | 0.01% | 7,707 | -976 | -11.2% | -$9.42万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $74.56万 | 0.01% | 1,330 | 430 | 47.8% | $24.11万 | 加仓 |
| ADBE | ADOBE INC | $74.85万 | 0.01% | 3,651 | -872 | -19.3% | -$17.88万 | 减仓 |
| ADI | ANALOG DEVICES INC | $75.02万 | 0.01% | 1,889 | -1,352 | -41.7% | -$53.69万 | 减仓 |
| PSX | PHILLIPS 66 | $75.02万 | 0.01% | 4,438 | -4,691 | -51.4% | -$79.30万 | 减仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $75.14万 | 0.01% | 4,829 | -1,802 | -27.2% | -$28.04万 | 重新持有 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $75.46万 | 0.01% | 31,920 | 0 | 0.0% | — | 不变 |
| RPG | INVESCO EXCHANGE TRADED FD T | $75.73万 | 0.01% | 11,860 | 11,860 | — | $75.73万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $75.95万 | 0.01% | 787 | -58 | -6.9% | -$5.60万 | 减仓 |
| SUSB | ISHARES TR | $76.79万 | 0.01% | 30,729 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $78.34万 | 0.01% | 3,320 | 3,320 | — | $78.34万 | 新建仓 |
| VUSB | VANGUARD BD INDEX FDS | $78.66万 | 0.01% | 15,801 | -151 | -0.9% | -$7,517 | 减仓 |
| IHDG | WISDOMTREE TR | $80.17万 | 0.02% | 15,305 | 4,046 | 35.9% | $21.19万 | 加仓 |
| TOST | TOAST INC | $80.43万 | 0.02% | 28,910 | 3,481 | 13.7% | $9.68万 | 加仓 |
| OKE | ONEOK INC NEW | $80.49万 | 0.02% | 9,258 | -243 | -2.6% | -$2.11万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $80.85万 | 0.02% | 7,365 | 1,069 | 17.0% | $11.74万 | 加仓 |
| — | PACER FDS TR | $81.07万 | 0.02% | 17,818 | 5,965 | 50.3% | $27.14万 | 加仓 |
| IGLB | ISHARES TR | $81.30万 | 0.02% | 16,247 | -97,715 | -85.7% | -$488.97万 | 减仓 |
| GH | GUARDANT HEALTH INC | $81.33万 | 0.02% | 5,421 | -56 | -1.0% | -$8,402 | 减仓 |
| ULST | SSGA ACTIVE ETF TR | $81.78万 | 0.02% | 20,231 | -851 | -4.0% | -$3.44万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $82.31万 | 0.02% | 25,746 | -3,693 | -12.5% | -$11.81万 | 减仓 |
| RKT | ROCKET COS INC | $82.54万 | 0.02% | 52,403 | -247 | -0.5% | -$3,890 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $83.35万 | 0.02% | 10,547 | -7,660 | -42.1% | -$60.54万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $83.40万 | 0.02% | 17,254 | -16,483 | -48.9% | -$79.67万 | 减仓 |