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 |
|---|---|---|---|---|---|---|---|---|
| ACWX | ISHARES TR | $88.22万 | 0.02% | 12,884 | 2,546 | 24.6% | $17.43万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $88.27万 | 0.02% | 24,438 | -147 | -0.6% | -$5,310 | 减仓 |
| BOTZ | GLOBAL X FDS | $89.00万 | 0.02% | 26,790 | -192 | -0.7% | -$6,378 | 减仓 |
| USEW | EA SERIES TRUST | $89.48万 | 0.02% | 18,306 | 0 | 0.0% | — | 不变 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $89.74万 | 0.02% | 17,016 | 4,022 | 31.0% | $21.21万 | 加仓 |
| HYDB | ISHARES TR | $90.26万 | 0.02% | 19,403 | 7,816 | 67.5% | $36.36万 | 加仓 |
| LDUR | PIMCO ETF TR | $90.34万 | 0.02% | 9,428 | 214 | 2.3% | $2.05万 | 加仓 |
| QDEF | FLEXSHARES TR | $90.47万 | 0.02% | 11,334 | -44 | -0.4% | -$3,512 | 减仓 |
| HYLB | DBX ETF TR | $90.90万 | 0.02% | 25,137 | 4,059 | 19.3% | $14.68万 | 加仓 |
| IVZ | INVESCO LTD | $91.19万 | 0.02% | 37,540 | -3,548 | -8.6% | -$8.62万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $91.54万 | 0.02% | 11,637 | -519 | -4.3% | -$4.08万 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $91.75万 | 0.02% | 12,670 | 1,831 | 16.9% | $13.26万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $92.83万 | 0.02% | 15,956 | -724 | -4.3% | -$4.21万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $92.85万 | 0.02% | 32,072 | -341 | -1.1% | -$9,872 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $93.93万 | 0.02% | 15,979 | -1,352 | -7.8% | -$7.95万 | 减仓 |
| MSTR | STRATEGY INC | $93.95万 | 0.02% | 7,528 | 936 | 14.2% | $11.68万 | 加仓 |
| USB | US BANCORP | $94.35万 | 0.02% | 18,141 | -9,703 | -34.8% | -$50.46万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $94.49万 | 0.02% | 14,132 | 3,691 | 35.4% | $24.68万 | 加仓 |
| MDT | MEDTRONIC PLC | $95.03万 | 0.02% | 10,968 | 517 | 4.9% | $4.48万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $95.60万 | 0.02% | 3,331 | -298 | -8.2% | -$8.55万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $95.97万 | 0.02% | 13,342 | -16,942 | -55.9% | -$121.86万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $96.14万 | 0.02% | 27,827 | -41,104 | -59.6% | -$142.02万 | 减仓 |
| SBUX | STARBUCKS CORP | $96.48万 | 0.02% | 10,769 | 4,396 | 69.0% | $39.38万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $96.83万 | 0.02% | 9,776 | -795 | -7.5% | -$7.87万 | 减仓 |
| ILCG | ISHARES TR | $96.90万 | 0.02% | 10,149 | 1,705 | 20.2% | $16.28万 | 加仓 |
| EMHY | ISHARES INC | $97.47万 | 0.02% | 24,751 | 4,294 | 21.0% | $16.91万 | 加仓 |
| RSST | TIDAL TRUST II | $97.53万 | 0.02% | 34,489 | 4,498 | 15.0% | $12.72万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $97.66万 | 0.02% | 24,252 | -2,265 | -8.5% | -$9.12万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $98.71万 | 0.02% | 29,439 | -2,905 | -9.0% | -$9.74万 | 减仓 |
| BIIB | BIOGEN INC | $98.80万 | 0.02% | 5,389 | 87 | 1.6% | $1.59万 | 加仓 |
| IRM | IRON MTN INC DEL | $99.01万 | 0.02% | 9,693 | -1,816 | -15.8% | -$18.55万 | 减仓 |
| DDWM | WISDOMTREE TR | $99.85万 | 0.02% | 22,637 | 106 | 0.5% | $4,676 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $100.84万 | 0.02% | 5,161 | -454 | -8.1% | -$8.87万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $101.39万 | 0.02% | 5,113 | -136 | -2.6% | -$2.70万 | 减仓 |
| AIQ | GLOBAL X FDS | $102.52万 | 0.02% | 21,968 | 250 | 1.2% | $1.17万 | 加仓 |
| ADI | ANALOG DEVICES INC | $103.11万 | 0.02% | 3,241 | -329 | -9.2% | -$10.47万 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $103.51万 | 0.02% | 137,282 | 13,831 | 11.2% | $10.43万 | 加仓 |
| IWS | ISHARES TR | $103.83万 | 0.02% | 7,124 | -721 | -9.2% | -$10.51万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $104.03万 | 0.02% | 2,552 | 68 | 2.7% | $2.77万 | 加仓 |
| PPL | PPL CORP | $104.10万 | 0.02% | 27,251 | 2,343 | 9.4% | $8.95万 | 加仓 |
| FAST | FASTENAL CO | $104.26万 | 0.02% | 22,470 | 6 | 0.0% | $278 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $104.56万 | 0.02% | 23,118 | -4,655 | -16.8% | -$21.05万 | 减仓 |
| SPIP | SPDR SERIES TRUST | $104.70万 | 0.02% | 40,253 | -59,626 | -59.7% | -$155.09万 | 减仓 |
| — | TIDAL TRUST II | $105.54万 | 0.02% | 47,504 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $105.99万 | 0.02% | 11,085 | -253 | -2.2% | -$2.42万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $107.34万 | 0.02% | 19,677 | -1,927 | -8.9% | -$10.51万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $107.40万 | 0.02% | 13,697 | -12,443 | -47.6% | -$97.57万 | 减仓 |
| AMLP | ALPS ETF TR | $107.74万 | 0.02% | 20,467 | 48 | 0.2% | $2,527 | 加仓 |
| BBY | BEST BUY INC | $107.91万 | 0.02% | 16,808 | 9,587 | 132.8% | $61.55万 | 重新持有 |
| AFL | AFLAC INC | $108.05万 | 0.02% | 9,849 | 530 | 5.7% | $5.81万 | 加仓 |
| — | PGIM ETF TR | $108.17万 | 0.02% | 22,208 | -3,993 | -15.2% | -$19.45万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $108.43万 | 0.02% | 30,545 | 204 | 0.7% | $7,242 | 加仓 |
| SHAK | SHAKE SHACK INC | $108.77万 | 0.02% | 12,294 | -3,351 | -21.4% | -$29.65万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $109.33万 | 0.02% | 5,255 | 175 | 3.4% | $3.64万 | 加仓 |
| ADBE | ADOBE INC | $109.95万 | 0.02% | 4,523 | -1,038 | -18.7% | -$25.23万 | 减仓 |
| PEO | ADAM NAT RES FD INC | $110.21万 | 0.02% | 39,644 | 3,462 | 9.6% | $9.62万 | 加仓 |
| CMF | ISHARES TR | $110.39万 | 0.02% | 19,414 | 537 | 2.8% | $3.05万 | 加仓 |
| — | KURV ETF TR | $110.39万 | 0.02% | 33,894 | 33,894 | — | $110.39万 | 新建仓 |
| COWG | PACER FDS TR | $110.50万 | 0.02% | 32,752 | 2,436 | 8.0% | $8.22万 | 加仓 |
| — | SARATOGA INVT CORP | $110.60万 | 0.02% | 50,573 | 1,102 | 2.2% | $2.41万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $110.90万 | 0.02% | 3,818 | 302 | 8.6% | $8.77万 | 加仓 |
| GPC | GENUINE PARTS CO | $110.98万 | 0.02% | 10,495 | -1,529 | -12.7% | -$16.17万 | 减仓 |
| GCOW | PACER FDS TR | $111.15万 | 0.02% | 24,038 | 2,862 | 13.5% | $13.23万 | 加仓 |
| XONE | BONDBLOXX ETF TRUST | $111.44万 | 0.02% | 22,504 | -706 | -3.0% | -$3.50万 | 减仓 |
| KLAC | KLA CORP | $111.77万 | 0.02% | 759 | -51 | -6.3% | -$7.51万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $112.13万 | 0.02% | 5,448 | -139 | -2.5% | -$2.86万 | 减仓 |
| SHEL | SHELL PLC | $112.51万 | 0.02% | 12,098 | -463 | -3.7% | -$4.31万 | 减仓 |
| XSVN | BONDBLOXX ETF TRUST | $113.17万 | 0.02% | 23,716 | -858 | -3.5% | -$4.09万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $114.66万 | 0.02% | 1,681 | 13 | 0.8% | $8,868 | 加仓 |
| XTRE | BONDBLOXX ETF TRUST | $115.13万 | 0.02% | 23,254 | -740 | -3.1% | -$3.66万 | 减仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $115.99万 | 0.02% | 23,111 | 103 | 0.4% | $5,170 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $116.57万 | 0.02% | 23,318 | 500 | 2.2% | $2.50万 | 加仓 |
| XFIV | BONDBLOXX ETF TRUST | $117.23万 | 0.02% | 23,846 | -710 | -2.9% | -$3.49万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $117.58万 | 0.02% | 27,843 | -23,559 | -45.8% | -$99.49万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $117.78万 | 0.02% | 7,108 | 134 | 1.9% | $2.22万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $118.65万 | 0.02% | 70,750 | 11,167 | 18.7% | $18.73万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $120.27万 | 0.02% | 5,919 | 54 | 0.9% | $1.10万 | 加仓 |
| D | DOMINION ENERGY INC | $120.45万 | 0.02% | 19,484 | 7,019 | 56.3% | $43.39万 | 加仓 |
| IJT | ISHARES TR | $120.58万 | 0.02% | 8,332 | 405 | 5.1% | $5.86万 | 加仓 |
| CSX | CSX CORP | $120.58万 | 0.02% | 29,374 | -3,043 | -9.4% | -$12.49万 | 减仓 |
| DEM | WISDOMTREE TR | $121.09万 | 0.02% | 24,369 | 913 | 3.9% | $4.54万 | 加仓 |
| GDX | VANECK ETF TRUST | $121.54万 | 0.02% | 13,243 | 1,712 | 14.8% | $15.71万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $122.13万 | 0.02% | 49,027 | 5,883 | 13.6% | $14.65万 | 加仓 |
| IYW | ISHARES TR | $122.43万 | 0.02% | 6,748 | -214 | -3.1% | -$3.88万 | 减仓 |
| — | EA SERIES TRUST | $123.87万 | 0.02% | 30,207 | 15,649 | 107.5% | $64.17万 | 加仓 |
| PSK | SPDR SERIES TRUST | $124.17万 | 0.02% | 40,263 | 1 | 0.0% | $31 | 加仓 |
| IWO | ISHARES TR | $125.05万 | 0.02% | 3,985 | -2,369 | -37.3% | -$74.34万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $125.32万 | 0.02% | 11,854 | -56 | -0.5% | -$5,920 | 减仓 |
| — | TIDAL TRUST II | $126.91万 | 0.02% | 46,367 | 17,935 | 63.1% | $49.09万 | 加仓 |
| EQT | EQT CORP | $127.09万 | 0.02% | 19,970 | 2,212 | 12.5% | $14.08万 | 加仓 |
| YEAR | AB ACTIVE ETFS INC | $127.15万 | 0.02% | 25,190 | -317 | -1.2% | -$1.60万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $127.86万 | 0.02% | 48,105 | -30,889 | -39.1% | -$82.10万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $128.25万 | 0.02% | 42,050 | 10,417 | 32.9% | $31.77万 | 加仓 |
| TJX | TJX COS INC NEW | $129.34万 | 0.03% | 8,099 | -23,102 | -74.0% | -$368.93万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $129.45万 | 0.03% | 11,438 | 180 | 1.6% | $2.04万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $129.58万 | 0.03% | 119,650 | 7,017 | 6.2% | $7.60万 | 加仓 |
| TIP | ISHARES TR | $130.51万 | 0.03% | 11,826 | -355 | -2.9% | -$3.92万 | 减仓 |
| COP | CONOCOPHILLIPS | $131.23万 | 0.03% | 9,942 | -1,415 | -12.5% | -$18.68万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $132.38万 | 0.03% | 23,703 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $132.46万 | 0.03% | 201 | 1 | 0.5% | $6,590 | 加仓 |