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 |
|---|---|---|---|---|---|---|---|---|
| URI | UNITED RENTALS INC | $132.82万 | 0.03% | 1,823 | -612 | -25.1% | -$44.59万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $133.00万 | 0.03% | 2,706 | 299 | 12.4% | $14.70万 | 加仓 |
| FMAT | FIDELITY COVINGTON TRUST | $133.01万 | 0.03% | 23,075 | -280 | -1.2% | -$1.61万 | 减仓 |
| NOBL | PROSHARES TR | $133.19万 | 0.03% | 12,564 | 2,314 | 22.6% | $24.53万 | 加仓 |
| HYG | ISHARES TR | $136.07万 | 0.03% | 17,103 | -9,808 | -36.4% | -$78.03万 | 减仓 |
| IWN | ISHARES TR | $137.87万 | 0.03% | 7,272 | -5,208 | -41.7% | -$98.74万 | 减仓 |
| UNP | UNION PAC CORP | $138.41万 | 0.03% | 5,705 | 145 | 2.6% | $3.52万 | 加仓 |
| VDC | VANGUARD WORLD FD | $138.54万 | 0.03% | 6,169 | -128 | -2.0% | -$2.87万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $140.62万 | 0.03% | 56,815 | -1,746 | -3.0% | -$4.32万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $141.81万 | 0.03% | 30,562 | 2,603 | 9.3% | $12.08万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $141.86万 | 0.03% | 4,690 | 18 | 0.4% | $5,444 | 加仓 |
| DHR | DANAHER CORP DEL | $141.87万 | 0.03% | 7,482 | -262 | -3.4% | -$4.97万 | 减仓 |
| VCR | VANGUARD WORLD FD | $143.06万 | 0.03% | 3,985 | -183 | -4.4% | -$6.57万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $143.38万 | 0.03% | 20,157 | 7,116 | 54.6% | $50.62万 | 加仓 |
| IWP | ISHARES TR | $144.00万 | 0.03% | 11,239 | 1,118 | 11.0% | $14.32万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $144.32万 | 0.03% | 18,207 | -4,367 | -19.3% | -$34.62万 | 减仓 |
| ETR | ENTERGY CORP NEW | $144.74万 | 0.03% | 12,882 | -157 | -1.2% | -$1.76万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $145.10万 | 0.03% | 29,391 | -3,482 | -10.6% | -$17.19万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $145.99万 | 0.03% | 30,127 | 5,477 | 22.2% | $26.54万 | 加仓 |
| DXJ | WISDOMTREE TR | $146.08万 | 0.03% | 9,212 | -2,256 | -19.7% | -$35.78万 | 减仓 |
| WFC | WELLS FARGO & CO | $146.23万 | 0.03% | 18,368 | 2,971 | 19.3% | $23.65万 | 加仓 |
| — | STRATEGY INC | $147.00万 | 0.03% | 20,792 | 3,576 | 20.8% | $25.28万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $147.03万 | 0.03% | 4,097 | 1,223 | 42.6% | $43.89万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $147.22万 | 0.03% | 30,786 | 1,184 | 4.0% | $5.66万 | 加仓 |
| EBAY | EBAY INC. | $148.10万 | 0.03% | 16,272 | -51 | -0.3% | -$4,642 | 减仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $148.71万 | 0.03% | 24,754 | 4,288 | 21.0% | $25.76万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $149.02万 | 0.03% | 3,217 | 416 | 14.9% | $19.27万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $149.09万 | 0.03% | 89,758 | -11,499 | -11.4% | -$19.10万 | 减仓 |
| MPC | MARATHON PETE CORP | $149.10万 | 0.03% | 6,106 | -1,096 | -15.2% | -$26.76万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $149.68万 | 0.03% | 20,464 | 1,360 | 7.1% | $9.95万 | 加仓 |
| LIN | LINDE PLC | $149.68万 | 0.03% | 3,019 | 143 | 5.0% | $7.09万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $149.74万 | 0.03% | 14,961 | 309 | 2.1% | $3.09万 | 加仓 |
| RBLX | ROBLOX CORP | $150.09万 | 0.03% | 26,536 | 21,729 | 452.0% | $122.90万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $150.40万 | 0.03% | 51,542 | -8,780 | -14.6% | -$25.62万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $150.42万 | 0.03% | 18,660 | -27,862 | -59.9% | -$224.60万 | 减仓 |
| IBB | ISHARES TR | $150.45万 | 0.03% | 8,910 | 128 | 1.5% | $2.16万 | 加仓 |
| ILMN | ILLUMINA INC | $152.90万 | 0.03% | 12,405 | 1,366 | 12.4% | $16.84万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $153.43万 | 0.03% | 7,373 | -86 | -1.2% | -$1.79万 | 减仓 |
| OEF | ISHARES TR | $154.25万 | 0.03% | 4,850 | 190 | 4.1% | $6.04万 | 加仓 |
| ICOW | PACER FDS TR | $154.30万 | 0.03% | 36,357 | 1,290 | 3.7% | $5.47万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $154.76万 | 0.03% | 30,983 | 15,388 | 98.7% | $76.86万 | 加仓 |
| ITA | ISHARES TR | $155.56万 | 0.03% | 7,111 | 212 | 3.1% | $4.64万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $156.08万 | 0.03% | 25,962 | -7,246 | -21.8% | -$43.56万 | 减仓 |
| SMIG | ETF SER SOLUTIONS | $156.34万 | 0.03% | 53,266 | -1,105 | -2.0% | -$3.24万 | 减仓 |
| DTCR | GLOBAL X FDS | $157.78万 | 0.03% | 65,851 | -819 | -1.2% | -$1.96万 | 减仓 |
| EXC | EXELON CORP | $158.54万 | 0.03% | 32,341 | -797 | -2.4% | -$3.91万 | 减仓 |
| AMAT | APPLIED MATLS INC | $159.17万 | 0.03% | 4,657 | -119 | -2.5% | -$4.07万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $161.70万 | 0.03% | 33,737 | 6,808 | 25.3% | $32.63万 | 加仓 |
| CTAS | CINTAS CORP | $163.13万 | 0.03% | 9,645 | 407 | 4.4% | $6.88万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $163.68万 | 0.03% | 48,340 | 38,311 | 382.0% | $129.72万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $166.22万 | 0.03% | 57,617 | 41,694 | 261.8% | $120.29万 | 加仓 |
| PSX | PHILLIPS 66 | $166.31万 | 0.03% | 9,129 | -25 | -0.3% | -$4,554 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $170.02万 | 0.03% | 108,638 | 84,625 | 352.4% | $132.44万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $170.52万 | 0.03% | 3,699 | -837 | -18.5% | -$38.58万 | 减仓 |
| BOXX | EA SERIES TRUST | $172.59万 | 0.03% | 14,841 | -4,090 | -21.6% | -$47.56万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $172.86万 | 0.03% | 38,654 | 210 | 0.5% | $9,391 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $174.45万 | 0.03% | 23,363 | -1,656 | -6.6% | -$12.37万 | 减仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $174.63万 | 0.03% | 58,641 | 10,996 | 23.1% | $32.75万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $176.46万 | 0.03% | 15,917 | 1,709 | 12.0% | $18.95万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $177.04万 | 0.03% | 10,207 | 189 | 1.9% | $3.28万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $177.56万 | 0.03% | 17,624 | 853 | 5.1% | $8.59万 | 加仓 |
| OBIL | RBB FD INC | $177.68万 | 0.03% | 35,483 | 1,370 | 4.0% | $6.86万 | 加仓 |
| ESML | ISHARES TR | $177.71万 | 0.03% | 37,795 | -1,883 | -4.7% | -$8.85万 | 减仓 |
| SDY | SPDR SERIES TRUST | $179.54万 | 0.03% | 12,303 | 76 | 0.6% | $1.11万 | 加仓 |
| UTWO | RBB FD INC | $184.11万 | 0.04% | 38,133 | 1,479 | 4.0% | $7.14万 | 加仓 |
| TLT | ISHARES TR | $184.33万 | 0.04% | 21,263 | -1,056 | -4.7% | -$9.15万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $186.96万 | 0.04% | 34,591 | -2,652 | -7.1% | -$14.33万 | 减仓 |
| STOT | SSGA ACTIVE TR | $188.01万 | 0.04% | 39,892 | 721 | 1.8% | $3.40万 | 加仓 |
| GRMN | GARMIN LTD | $188.08万 | 0.04% | 8,107 | 125 | 1.6% | $2.90万 | 加仓 |
| — | SELECT SECTOR SPDR TR | $190.21万 | 0.04% | 67,254 | 67,254 | — | $190.21万 | 新建仓 |
| RAAX | VANECK ETF TRUST | $190.39万 | 0.04% | 46,766 | 6,622 | 16.5% | $26.96万 | 加仓 |
| MCK | MCKESSON CORP | $192.71万 | 0.04% | 2,227 | 354 | 18.9% | $30.63万 | 加仓 |
| VV | VANGUARD INDEX FDS | $193.35万 | 0.04% | 6,470 | 87 | 1.4% | $2.60万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $195.13万 | 0.04% | 26,498 | 7,047 | 36.2% | $51.89万 | 加仓 |
| TXN | TEXAS INSTRS INC | $195.65万 | 0.04% | 10,078 | 2,626 | 35.2% | $50.98万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $196.24万 | 0.04% | 75,128 | -2,178 | -2.8% | -$5.69万 | 减仓 |
| BOND | PIMCO ETF TR | $196.50万 | 0.04% | 21,294 | -288 | -1.3% | -$2.66万 | 减仓 |
| C | CITIGROUP INC | $196.56万 | 0.04% | 17,332 | -1,399 | -7.5% | -$15.87万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $197.01万 | 0.04% | 33,375 | 4,055 | 13.8% | $23.94万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $197.57万 | 0.04% | 50,044 | 2,005 | 4.2% | $7.92万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $199.36万 | 0.04% | 4,784 | -64 | -1.3% | -$2.67万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $200.03万 | 0.04% | 55,626 | 1,658 | 3.1% | $5.96万 | 加仓 |
| XBIL | RBB FD INC | $200.64万 | 0.04% | 40,104 | -600 | -1.5% | -$3.00万 | 减仓 |
| PFF | ISHARES TR | $200.96万 | 0.04% | 66,281 | 1,608 | 2.5% | $4.88万 | 加仓 |
| IWV | ISHARES TR | $202.26万 | 0.04% | 5,457 | 1,231 | 29.1% | $45.63万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $205.20万 | 0.04% | 84,757 | 10,349 | 13.9% | $25.05万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $205.32万 | 0.04% | 20,497 | -3,335 | -14.0% | -$33.41万 | 减仓 |
| SNOW | SNOWFLAKE INC | $205.36万 | 0.04% | 13,616 | -1,933 | -12.4% | -$29.15万 | 减仓 |
| IVE | ISHARES TR | $206.26万 | 0.04% | 9,768 | -1,093 | -10.1% | -$23.08万 | 减仓 |
| — | SPROTT FDS TR | $206.64万 | 0.04% | 76,846 | 76,846 | — | $206.64万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $209.47万 | 0.04% | 15,980 | 1,721 | 12.1% | $22.56万 | 加仓 |
| VHT | VANGUARD WORLD FD | $210.66万 | 0.04% | 7,735 | 16 | 0.2% | $4,357 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $211.53万 | 0.04% | 16,797 | -257 | -1.5% | -$3.24万 | 减仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $211.62万 | 0.04% | 94,095 | 8,372 | 9.8% | $18.83万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $213.36万 | 0.04% | 73,369 | -8,147 | -10.0% | -$23.69万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $214.14万 | 0.04% | 34,164 | -1,243 | -3.5% | -$7.79万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $214.20万 | 0.04% | 7,258 | -298 | -3.9% | -$8.79万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $216.21万 | 0.04% | 4,842 | -417 | -7.9% | -$18.62万 | 减仓 |
| IVW | ISHARES TR | $216.97万 | 0.04% | 19,182 | -1,532 | -7.4% | -$17.33万 | 减仓 |
| IXN | ISHARES TR | $220.18万 | 0.04% | 22,024 | -137 | -0.6% | -$1.37万 | 减仓 |