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 |
|---|---|---|---|---|---|---|---|---|
| — | SPDR INDEX SHS FDS | $220.23万 | 0.04% | 15,386 | -23 | -0.1% | -$3,292 | 减仓 |
| FDV | FEDERATED HERMES ETF TRUST | $221.65万 | 0.04% | 71,965 | 28,462 | 65.4% | $87.66万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $223.64万 | 0.04% | 6,618 | -736 | -10.0% | -$24.87万 | 减仓 |
| IGV | ISHARES TR | $225.54万 | 0.04% | 28,175 | 1 | 0.0% | $80 | 加仓 |
| VXUS | VANGUARD STAR FDS | $227.22万 | 0.04% | 29,468 | 7,277 | 32.8% | $56.11万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $228.64万 | 0.04% | 2,703 | -23 | -0.8% | -$1.95万 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $228.69万 | 0.04% | 24,519 | 59 | 0.2% | $5,503 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $230.65万 | 0.04% | 3,740 | -24 | -0.6% | -$1.48万 | 减仓 |
| WPC | WP CAREY INC | $231.05万 | 0.04% | 33,997 | -384 | -1.1% | -$2.61万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $231.97万 | 0.05% | 6,759 | 168 | 2.5% | $5.77万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $232.45万 | 0.05% | 8,591 | -310 | -3.5% | -$8.39万 | 减仓 |
| AZN | ASTRAZENECA PLC | $235.53万 | 0.05% | 11,943 | 11,943 | — | $235.53万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $236.34万 | 0.05% | 25,213 | -4,318 | -14.6% | -$40.48万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $236.84万 | 0.05% | 22,007 | -80,697 | -78.6% | -$868.48万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $236.90万 | 0.05% | 6,068 | 357 | 6.3% | $13.94万 | 加仓 |
| CRM | SALESFORCE INC | $237.08万 | 0.05% | 12,700 | -163 | -1.3% | -$3.04万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $237.42万 | 0.05% | 50,613 | -5,435 | -9.7% | -$25.50万 | 减仓 |
| USMV | ISHARES TR | $237.79万 | 0.05% | 25,641 | 9,628 | 60.1% | $89.29万 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $238.52万 | 0.05% | 37,304 | 1,563 | 4.4% | $9.99万 | 加仓 |
| DCRE | DOUBLELINE ETF TRUST | $239.09万 | 0.05% | 46,014 | 2,822 | 6.5% | $14.66万 | 加仓 |
| — | GLOBAL X FDS | $239.52万 | 0.05% | 64,265 | 267 | 0.4% | $9,951 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $239.82万 | 0.05% | 57,899 | 67 | 0.1% | $2,775 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $242.24万 | 0.05% | 51,452 | 3,607 | 7.5% | $16.98万 | 加仓 |
| PEP | PEPSICO INC | $242.66万 | 0.05% | 15,626 | 3,444 | 28.3% | $53.48万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $244.25万 | 0.05% | 98,487 | 5,451 | 5.9% | $13.52万 | 加仓 |
| BX | BLACKSTONE INC | $244.96万 | 0.05% | 21,302 | -1,990 | -8.5% | -$22.88万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $246.45万 | 0.05% | 8,825 | -5 | -0.1% | -$1,396 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $247.25万 | 0.05% | 81,818 | -14,628 | -15.2% | -$44.21万 | 减仓 |
| ALAB | ASTERA LABS INC | $248.18万 | 0.05% | 22,644 | -5,910 | -20.7% | -$64.77万 | 减仓 |
| FRDM | EA SERIES TRUST | $248.61万 | 0.05% | 45,492 | 1,036 | 2.3% | $5.66万 | 加仓 |
| INTC | INTEL CORP | $250.73万 | 0.05% | 56,817 | 898 | 1.6% | $3.96万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $251.93万 | 0.05% | 15,714 | 393 | 2.6% | $6.30万 | 加仓 |
| REET | ISHARES TR | $252.68万 | 0.05% | 100,470 | 100,470 | — | $252.68万 | 新建仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $253.52万 | 0.05% | 49,955 | 13,827 | 38.3% | $70.17万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $253.81万 | 0.05% | 17,312 | -433 | -2.4% | -$6.35万 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $254.23万 | 0.05% | 16,493 | 2,788 | 20.3% | $42.98万 | 加仓 |
| O | REALTY INCOME CORP | $259.36万 | 0.05% | 42,393 | 10,115 | 31.3% | $61.88万 | 加仓 |
| CB | CHUBB LTD SWITZ | $260.23万 | 0.05% | 7,984 | 272 | 3.5% | $8.87万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $260.57万 | 0.05% | 52,736 | 702 | 1.3% | $3.47万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $260.92万 | 0.05% | 43,021 | 7,240 | 20.2% | $43.91万 | 加仓 |
| MGK | VANGUARD WORLD FD | $264.79万 | 0.05% | 7,206 | 65 | 0.9% | $2.39万 | 加仓 |
| IWR | ISHARES TR | $264.99万 | 0.05% | 27,254 | 3,741 | 15.9% | $36.37万 | 加仓 |
| GUNR | FLEXSHARES TR | $265.96万 | 0.05% | 48,216 | -2,631 | -5.2% | -$14.51万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $266.66万 | 0.05% | 124,084 | 58,129 | 88.1% | $124.92万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $267.07万 | 0.05% | 86,264 | -14,648 | -14.5% | -$45.35万 | 减仓 |
| LVHD | LEGG MASON ETF INVT | $267.10万 | 0.05% | 62,759 | -810 | -1.3% | -$3.45万 | 减仓 |
| ORCL | ORACLE CORP | $268.24万 | 0.05% | 18,234 | -24,322 | -57.2% | -$357.81万 | 减仓 |
| VIS | VANGUARD WORLD FD | $268.79万 | 0.05% | 8,609 | 5,856 | 212.7% | $182.84万 | 加仓 |
| ET | ENERGY TRANSFER L P | $269.20万 | 0.05% | 139,481 | 914 | 0.7% | $1.76万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $269.57万 | 0.05% | 76,322 | 545 | 0.7% | $1.92万 | 加仓 |
| T | AT&T INC | $272.65万 | 0.05% | 94,049 | 385 | 0.4% | $1.12万 | 加仓 |
| BA | BOEING CO | $273.49万 | 0.05% | 13,741 | -120 | -0.9% | -$2.39万 | 减仓 |
| HEFA | ISHARES TR | $273.90万 | 0.05% | 64,455 | 1,816 | 2.9% | $7.72万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $276.42万 | 0.05% | 10,045 | -251 | -2.4% | -$6.91万 | 减仓 |
| QCOM | QUALCOMM INC | $276.89万 | 0.05% | 21,501 | 949 | 4.6% | $12.22万 | 加仓 |
| — | SELECT SECTOR SPDR TR | $277.59万 | 0.05% | 117,435 | 117,435 | — | $277.59万 | 新建仓 |
| KOMP | SPDR SERIES TRUST | $277.69万 | 0.05% | 47,487 | 162 | 0.3% | $9,473 | 加仓 |
| PGR | PROGRESSIVE CORP | $278.06万 | 0.05% | 14,027 | 369 | 2.7% | $7.31万 | 加仓 |
| UTEN | RBB FD INC | $278.60万 | 0.05% | 63,898 | 52,916 | 481.8% | $230.72万 | 加仓 |
| MCO | MOODYS CORP | $282.35万 | 0.05% | 6,472 | -158 | -2.4% | -$6.89万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $282.68万 | 0.05% | 17,097 | 3,569 | 26.4% | $59.01万 | 加仓 |
| CSHI | NEOS ETF TRUST | $282.82万 | 0.05% | 56,814 | 1,821 | 3.3% | $9.06万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $283.58万 | 0.06% | 84,551 | -3,125 | -3.6% | -$10.48万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $284.77万 | 0.06% | 143,099 | 143,099 | — | $284.77万 | 新建仓 |
| MLPX | GLOBAL X FDS | $287.97万 | 0.06% | 38,946 | 1,998 | 5.4% | $14.77万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $287.99万 | 0.06% | 115,796 | 36,499 | 46.0% | $90.77万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $289.69万 | 0.06% | 68,614 | -61,740 | -47.4% | -$260.67万 | 减仓 |
| GXC | SPDR INDEX SHS FDS | $289.74万 | 0.06% | 31,115 | -451 | -1.4% | -$4.20万 | 减仓 |
| EMR | EMERSON ELEC CO | $291.56万 | 0.06% | 22,253 | 202 | 0.9% | $2.65万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $292.01万 | 0.06% | 9,661 | 1,536 | 18.9% | $46.43万 | 加仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $292.27万 | 0.06% | 72,039 | 194 | 0.3% | $7,871 | 加仓 |
| GEV | GE VERNOVA INC | $292.69万 | 0.06% | 3,353 | -566 | -14.4% | -$49.41万 | 减仓 |
| GLW | CORNING INC | $296.60万 | 0.06% | 21,814 | -2,488 | -10.2% | -$33.83万 | 减仓 |
| JSML | JANUS DETROIT STR TR | $296.93万 | 0.06% | 42,401 | 9,729 | 29.8% | $68.13万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $298.33万 | 0.06% | 20,572 | -3,685 | -15.2% | -$53.44万 | 减仓 |
| MS | MORGAN STANLEY | $298.48万 | 0.06% | 18,137 | 1,228 | 7.3% | $20.21万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $300.25万 | 0.06% | 85,688 | -53,001 | -38.2% | -$185.72万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $300.64万 | 0.06% | 22,960 | 159 | 0.7% | $2.08万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $301.00万 | 0.06% | 60,430 | 5,141 | 9.3% | $25.61万 | 加仓 |
| SHY | ISHARES TR | $301.57万 | 0.06% | 36,523 | 48 | 0.1% | $3,963 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $302.96万 | 0.06% | 119,651 | 7,130 | 6.3% | $18.05万 | 加仓 |
| SYK | STRYKER CORPORATION | $304.26万 | 0.06% | 9,260 | -68 | -0.7% | -$2.23万 | 减仓 |
| DON | WISDOMTREE TR | $306.72万 | 0.06% | 58,378 | -522 | -0.9% | -$2.74万 | 减仓 |
| — | GAMCO NAT RES GOLD & INCOME | $307.41万 | 0.06% | 368,158 | -67,397 | -15.5% | -$56.28万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $309.71万 | 0.06% | 30,166 | 404 | 1.4% | $4.15万 | 加仓 |
| IUSG | ISHARES TR | $316.75万 | 0.06% | 20,421 | -15,090 | -42.5% | -$234.06万 | 减仓 |
| — | PROSHARES TR | $317.73万 | 0.06% | 68,080 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $319.74万 | 0.06% | 30,582 | -5,955 | -16.3% | -$62.26万 | 减仓 |
| DE | DEERE & CO | $327.94万 | 0.06% | 5,822 | 383 | 7.0% | $21.57万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $333.31万 | 0.06% | 31,063 | 849 | 2.8% | $9.11万 | 加仓 |
| IAU | ISHARES GOLD TR | $335.20万 | 0.07% | 38,022 | 6,104 | 19.1% | $53.81万 | 加仓 |
| ETN | EATON CORP PLC | $335.39万 | 0.07% | 9,377 | 57 | 0.6% | $2.04万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $338.71万 | 0.07% | 36,468 | 7,875 | 27.5% | $73.14万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $339.22万 | 0.07% | 24,339 | 4,792 | 24.5% | $66.79万 | 加仓 |
| MMM | 3M CO | $340.24万 | 0.07% | 23,428 | 117 | 0.5% | $1.70万 | 加仓 |
| EEM | ISHARES TR | $340.35万 | 0.07% | 59,931 | -1,541 | -2.5% | -$8.75万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $341.18万 | 0.07% | 3,811 | -12 | -0.3% | -$1.07万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $343.82万 | 0.07% | 89,489 | 10,116 | 12.7% | $38.87万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $345.96万 | 0.07% | 78,592 | 1,075 | 1.4% | $4.73万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $347.20万 | 0.07% | 66,526 | 3,496 | 5.5% | $18.25万 | 加仓 |