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 |
|---|---|---|---|---|---|---|---|---|
| PFF | ISHARES TR | $198.62万 | 0.04% | 65,144 | -1,137 | -1.7% | -$3.47万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $199.89万 | 0.04% | 18,681 | 1,057 | 6.0% | $11.31万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $199.89万 | 0.04% | 77,059 | -4,759 | -5.8% | -$12.34万 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $200.13万 | 0.04% | 20,844 | -3,675 | -15.0% | -$35.29万 | 减仓 |
| TLT | ISHARES TR | $200.22万 | 0.04% | 23,168 | 1,905 | 9.0% | $16.46万 | 加仓 |
| XBIL | RBB FD INC | $200.80万 | 0.04% | 40,159 | 55 | 0.1% | $2,750 | 加仓 |
| OBIL | RBB FD INC | $201.58万 | 0.04% | 40,336 | 4,853 | 13.7% | $24.25万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $202.99万 | 0.04% | 35,230 | -7,791 | -18.1% | -$44.89万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $203.45万 | 0.04% | 15,924 | -89,149 | -84.8% | -$1,139.00万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $203.68万 | 0.04% | 11,259 | -5,838 | -34.1% | -$105.61万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $204.75万 | 0.04% | 27,891 | 1,393 | 5.3% | $10.23万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $204.96万 | 0.04% | 34,338 | -253 | -0.7% | -$1.51万 | 减仓 |
| IWV | ISHARES TR | $206.45万 | 0.04% | 4,842 | -615 | -11.3% | -$26.22万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $209.22万 | 0.04% | 30,763 | 14,807 | 92.8% | $100.70万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $209.33万 | 0.04% | 39,609 | 955 | 2.5% | $5.05万 | 加仓 |
| DTCR | GLOBAL X FDS | $209.51万 | 0.04% | 68,987 | 3,136 | 4.8% | $9.52万 | 加仓 |
| URI | UNITED RENTALS INC | $210.95万 | 0.04% | 1,862 | 39 | 2.1% | $4.42万 | 加仓 |
| UTWO | RBB FD INC | $212.16万 | 0.04% | 44,237 | 6,104 | 16.0% | $29.27万 | 加仓 |
| — | SPDR INDEX SHS FDS | $214.50万 | 0.04% | 14,120 | -1,266 | -8.2% | -$19.23万 | 减仓 |
| HON | HONEYWELL INTL INC | $214.62万 | 0.04% | 9,586 | -9,537 | -49.9% | -$213.53万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $214.75万 | 0.04% | 86,297 | -29,499 | -25.5% | -$73.41万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $215.46万 | 0.04% | 11,632 | -35,937 | -75.5% | -$665.65万 | 减仓 |
| BOXX | EA SERIES TRUST | $215.48万 | 0.04% | 18,403 | 3,562 | 24.0% | $41.71万 | 加仓 |
| — | SPROTT FDS TR | $217.58万 | 0.04% | 84,596 | 7,750 | 10.1% | $19.93万 | 加仓 |
| ILMN | ILLUMINA INC | $217.68万 | 0.04% | 12,380 | -25 | -0.2% | -$4,396 | 减仓 |
| NEE | NEXTERA ENERGY INC | $219.44万 | 0.04% | 25,002 | -11,466 | -31.4% | -$100.64万 | 减仓 |
| O | REALTY INCOME CORP | $219.49万 | 0.04% | 35,424 | -6,969 | -16.4% | -$43.18万 | 减仓 |
| DCRE | DOUBLELINE ETF TRUST | $221.27万 | 0.04% | 42,712 | -3,302 | -7.2% | -$17.11万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $222.22万 | 0.04% | 4,524 | -260 | -5.4% | -$12.77万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $222.76万 | 0.04% | 16,282 | 302 | 1.9% | $4.13万 | 加仓 |
| USMV | ISHARES TR | $223.75万 | 0.04% | 23,197 | -2,444 | -9.5% | -$23.57万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $224.07万 | 0.04% | 74,195 | -933 | -1.2% | -$2.82万 | 减仓 |
| KHPI | MANAGED PORTFOLIO SER | $224.70万 | 0.04% | 87,026 | 2,269 | 2.7% | $5.86万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $226.89万 | 0.04% | 55,911 | 285 | 0.5% | $1.16万 | 加仓 |
| VHT | VANGUARD WORLD FD | $227.04万 | 0.04% | 7,593 | -142 | -1.8% | -$4.25万 | 减仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $227.47万 | 0.04% | 24,614 | -140 | -0.6% | -$1.29万 | 减仓 |
| NFLX | NETFLIX INC. | $227.98万 | 0.04% | 31,930 | -14,622 | -31.4% | -$104.40万 | 减仓 |
| IVW | ISHARES TR | $228.54万 | 0.04% | 16,618 | -2,564 | -13.4% | -$35.26万 | 减仓 |
| AZN | ASTRAZENECA PLC | $229.61万 | 0.04% | 12,112 | 169 | 1.4% | $3.20万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $229.84万 | 0.04% | 4,627 | -215 | -4.4% | -$10.68万 | 减仓 |
| MS | MORGAN STANLEY | $230.85万 | 0.04% | 11,043 | -7,094 | -39.1% | -$148.30万 | 减仓 |
| GUNR | FLEXSHARES TR | $232.91万 | 0.04% | 47,264 | -952 | -2.0% | -$4.69万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $232.94万 | 0.04% | 18,403 | -4,557 | -19.8% | -$57.68万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $233.28万 | 0.04% | 6,585 | -174 | -2.6% | -$6.16万 | 减仓 |
| ESML | ISHARES TR | $233.74万 | 0.04% | 41,792 | 3,997 | 10.6% | $22.36万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $234.01万 | 0.04% | 6,909 | -349 | -4.8% | -$11.82万 | 减仓 |
| FDV | FEDERATED HERMES ETF TRUST | $234.23万 | 0.04% | 74,620 | 2,655 | 3.7% | $8.33万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $237.71万 | 0.05% | 45,909 | -4,704 | -9.3% | -$24.36万 | 减仓 |
| BOND | PIMCO ETF TR | $240.70万 | 0.05% | 26,104 | 4,810 | 22.6% | $44.35万 | 加仓 |
| WPC | WP CAREY INC | $242.97万 | 0.05% | 33,982 | -15 | -0.0% | -$1,072 | 减仓 |
| ET | ENERGY TRANSFER L P | $243.99万 | 0.05% | 127,608 | -11,873 | -8.5% | -$22.70万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $244.43万 | 0.05% | 19,347 | -4,992 | -20.5% | -$63.07万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $245.67万 | 0.05% | 5,144 | -1,474 | -22.3% | -$70.40万 | 减仓 |
| BX | BLACKSTONE INC | $246.22万 | 0.05% | 20,925 | -377 | -1.8% | -$4.44万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $246.31万 | 0.05% | 20,285 | -212 | -1.0% | -$2.57万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $247.08万 | 0.05% | 3,513 | -227 | -6.1% | -$15.97万 | 减仓 |
| MCD | MCDONALDS CORP | $247.15万 | 0.05% | 9,143 | -2,714 | -22.9% | -$73.36万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $248.37万 | 0.05% | 27,371 | -2,795 | -9.3% | -$25.36万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $248.74万 | 0.05% | 49,187 | -25,260 | -33.9% | -$127.74万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $254.95万 | 0.05% | 54,315 | 2,863 | 5.6% | $13.44万 | 加仓 |
| CGUI | CAPITAL GRP FIXED INCM ETF T | $258.11万 | 0.05% | 102,100 | -198,895 | -66.1% | -$502.81万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $259.01万 | 0.05% | 101,813 | 3,326 | 3.4% | $8.46万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $260.22万 | 0.05% | 10,477 | 1,652 | 18.7% | $41.03万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $261.57万 | 0.05% | 24,605 | -608 | -2.4% | -$6.46万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $262.10万 | 0.05% | 72,545 | -824 | -1.1% | -$2.98万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $262.45万 | 0.05% | 57,365 | 7,321 | 14.6% | $33.49万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $262.83万 | 0.05% | 57,348 | -551 | -1.0% | -$2.53万 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $263.99万 | 0.05% | 40,163 | 2,859 | 7.7% | $18.79万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $264.32万 | 0.05% | 2,613 | -90 | -3.3% | -$9.10万 | 减仓 |
| IGV | ISHARES TR | $266.14万 | 0.05% | 29,375 | 1,200 | 4.3% | $10.87万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $267.29万 | 0.05% | 50,738 | -1,998 | -3.8% | -$10.53万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $267.72万 | 0.05% | 29,714 | -26,812 | -47.4% | -$241.58万 | 减仓 |
| CSHI | NEOS ETF TRUST | $268.41万 | 0.05% | 53,886 | -2,928 | -5.2% | -$14.58万 | 减仓 |
| CB | CHUBB LIMITED | $269.43万 | 0.05% | 7,907 | -77 | -1.0% | -$2.62万 | 减仓 |
| — | TIDAL TRUST I | $270.55万 | 0.05% | 126,158 | 103,304 | 452.0% | $221.54万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $271.88万 | 0.05% | 53,615 | 3,660 | 7.3% | $18.56万 | 加仓 |
| CRM | SALESFORCE INC | $272.03万 | 0.05% | 17,364 | 4,664 | 36.7% | $73.07万 | 加仓 |
| LVHD | LEGG MASON ETF INVT | $273.25万 | 0.05% | 62,099 | -660 | -1.1% | -$2.90万 | 减仓 |
| EMR | EMERSON ELEC CO | $273.60万 | 0.05% | 19,113 | -3,140 | -14.1% | -$44.95万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $274.34万 | 0.05% | 22,434 | 427 | 1.9% | $5.22万 | 加仓 |
| SYK | STRYKER CORPORATION | $278.66万 | 0.05% | 8,851 | -409 | -4.4% | -$12.88万 | 减仓 |
| IAU | ISHARES GOLD TR | $280.23万 | 0.05% | 37,112 | -910 | -2.4% | -$6.87万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $281.14万 | 0.05% | 76,252 | -10,012 | -11.6% | -$36.91万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $282.97万 | 0.05% | 16,797 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $284.92万 | 0.05% | 17,958 | 646 | 3.7% | $10.25万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $284.96万 | 0.05% | 85,164 | 613 | 0.7% | $2.05万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $288.20万 | 0.05% | 9,076 | -969 | -9.6% | -$30.77万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $288.33万 | 0.05% | 9,679 | -97 | -1.0% | -$2.89万 | 减仓 |
| FDX | FEDEX CORP | $288.84万 | 0.05% | 9,224 | -729 | -7.3% | -$22.83万 | 减仓 |
| MGK | VANGUARD WORLD FD | $289.40万 | 0.05% | 32,920 | -3,110 | -8.6% | -$27.34万 | 减仓 |
| GXC | SPDR INDEX SHS FDS | $289.54万 | 0.05% | 33,465 | 2,350 | 7.6% | $20.33万 | 加仓 |
| BA | BOEING CO | $291.77万 | 0.06% | 13,479 | -262 | -1.9% | -$5.67万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $291.97万 | 0.06% | 34,153 | 4,685 | 15.9% | $40.05万 | 加仓 |
| HEFA | ISHARES TR | $293.19万 | 0.06% | 62,481 | -1,974 | -3.1% | -$9.26万 | 减仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $295.74万 | 0.06% | 59,421 | 52,743 | 789.8% | $262.50万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $296.19万 | 0.06% | 80,573 | -15,307 | -16.0% | -$56.27万 | 减仓 |
| — | SELECT SECTOR SPDR TR | $297.44万 | 0.06% | 123,884 | 6,449 | 5.5% | $15.48万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $298.07万 | 0.06% | 70,615 | 2,001 | 2.9% | $8.45万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $298.96万 | 0.06% | 58,677 | 28,115 | 92.0% | $143.25万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $302.19万 | 0.06% | 57,903 | -8,623 | -13.0% | -$45.00万 | 减仓 |