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 |
|---|---|---|---|---|---|---|---|---|
| BTT | BLACKROCK MUN TARGET TERM TR | $27.92万 | 0.01% | 12,299 | 4 | 0.0% | $91 | 加仓 |
| RITM | RITHM CAPITAL CORP | $27.88万 | 0.01% | 29,409 | 8,528 | 40.8% | $8.08万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $27.79万 | 0.01% | 1,405 | -189 | -11.9% | -$3.74万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $27.57万 | 0.01% | 10,653 | 86 | 0.8% | $2,226 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $27.43万 | 0.01% | 65 | 10 | 18.2% | $4.22万 | 加仓 |
| IUSV | ISHARES TR | $27.38万 | 0.01% | 2,678 | 1 | 0.0% | $102 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $27.32万 | 0.01% | 24,700 | -8,553 | -25.7% | -$9.46万 | 减仓 |
| SCYB | SCHWAB STRATEGIC TR | $27.30万 | 0.01% | 10,500 | 10,500 | — | $27.30万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $27.18万 | 0.01% | 978 | 61 | 6.7% | $1.70万 | 加仓 |
| APG | API GROUP CORP | $27.09万 | 0.01% | 6,686 | 6,686 | — | $27.09万 | 新建仓 |
| IGRO | ISHARES TR | $27.06万 | 0.01% | 3,230 | 65 | 2.1% | $5,445 | 加仓 |
| QQQI | NEOS ETF TRUST | $27.00万 | 0.01% | 5,433 | 1,215 | 28.8% | $6.04万 | 加仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $26.86万 | 0.01% | 19,517 | -3,889 | -16.6% | -$5.35万 | 减仓 |
| IQDG | WISDOMTREE TR | $26.74万 | 0.01% | 6,660 | -692 | -9.4% | -$2.78万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $26.59万 | 0.01% | 2,880 | -70 | -2.4% | -$6,464 | 减仓 |
| — | VALKYRIE ETF TRUST II | $26.38万 | 0.01% | 7,575 | -1,900 | -20.1% | -$6.62万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $26.37万 | 0.01% | 5,388 | 578 | 12.0% | $2.83万 | 重新持有 |
| ESLT | ELBIT SYS LTD | $26.32万 | 0.01% | 310 | 310 | — | $26.32万 | 新建仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $26.26万 | 0.01% | 9,998 | 9,998 | — | $26.26万 | 新建仓 |
| — | SPDR INDEX SHS FDS | $26.19万 | 0.01% | 6,444 | -4 | -0.1% | -$163 | 减仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $26.07万 | 0.01% | 5,109 | -219 | -4.1% | -$1.12万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $25.95万 | 0.01% | 12,269 | 1,252 | 11.4% | $2.65万 | 加仓 |
| — | ELECTRONIC ARTS INC | $25.89万 | 0.01% | 1,270 | 25 | 2.0% | $5,097 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $25.87万 | 0.01% | 545 | -637 | -53.9% | -$30.23万 | 减仓 |
| IXJ | ISHARES TR | $25.81万 | 0.01% | 2,760 | 0 | 0.0% | — | 不变 |
| XSD | SPDR SERIES TRUST | $25.80万 | 0.01% | 791 | -813 | -50.7% | -$26.51万 | 减仓 |
| MFC | MANULIFE FINL CORP | $25.76万 | 0.01% | 7,480 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $25.74万 | 0.01% | 1,235 | 25 | 2.1% | $5,211 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $25.68万 | 0.00% | 7,152 | -2,014 | -22.0% | -$7.23万 | 减仓 |
| IJS | ISHARES TR | $25.64万 | 0.00% | 2,164 | -298 | -12.1% | -$3.53万 | 减仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $25.63万 | 0.00% | 10,904 | -395 | -3.5% | -$9,285 | 减仓 |
| — | WISDOMTREE TR | $25.57万 | 0.00% | 2,527 | 27 | 1.1% | $2,732 | 加仓 |
| AUSF | GLOBAL X FDS | $25.55万 | 0.00% | 5,285 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $25.55万 | 0.00% | 1,383 | 184 | 15.3% | $3.40万 | 加仓 |
| QLTA | ISHARES TR | $25.48万 | 0.00% | 5,354 | 5,354 | — | $25.48万 | 新建仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $25.48万 | 0.00% | 1,355 | 1,355 | — | $25.48万 | 新建仓 |
| SYM | SYMBOTIC INC | $25.47万 | 0.00% | 4,787 | 192 | 4.2% | $1.02万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $25.45万 | 0.00% | 2,216 | 376 | 20.4% | $4.32万 | 重新持有 |
| WTAI | WISDOMTREE TR | $25.35万 | 0.00% | 8,980 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $25.29万 | 0.00% | 6,947 | 6,947 | — | $25.29万 | 新建仓 |
| AIS | TIDAL TRUST III | $25.27万 | 0.00% | 6,030 | 6,030 | — | $25.27万 | 新建仓 |
| SHYM | BLACKROCK ETF TRUST II | $25.24万 | 0.00% | 11,462 | 2,400 | 26.5% | $5.29万 | 加仓 |
| — | VIRTUS ETF TR II | $25.07万 | 0.00% | 10,872 | 101 | 0.9% | $2,329 | 加仓 |
| ALB | ALBEMARLE CORP | $24.90万 | 0.00% | 1,387 | 1,387 | — | $24.90万 | 新建仓 |
| IONQ | IONQ INC | $24.85万 | 0.00% | 8,618 | 859 | 11.1% | $2.48万 | 加仓 |
| SPPP | SPROTT ASSET MANAGEMENT LP | $24.72万 | 0.00% | 15,917 | 746 | 4.9% | $1.16万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $24.64万 | 0.00% | 5,439 | -931 | -14.6% | -$4.22万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $24.63万 | 0.00% | 1,367 | 48 | 3.6% | $8,649 | 加仓 |
| ERAS | ERASCA INC | $24.54万 | 0.00% | 15,168 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $24.51万 | 0.00% | 1,634 | -168 | -9.3% | -$2.52万 | 减仓 |
| RACE | FERRARI N V | $24.46万 | 0.00% | 723 | 24 | 3.4% | $8,119 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $24.43万 | 0.00% | 1,340 | -74 | -5.2% | -$1.35万 | 减仓 |
| EAGG | ISHARES TR | $24.41万 | 0.00% | 5,134 | 0 | 0.0% | — | 不变 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $24.21万 | 0.00% | 3,391 | -403 | -10.6% | -$2.88万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $24.21万 | 0.00% | 9,214 | -657 | -6.7% | -$1.73万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $24.15万 | 0.00% | 3,867 | -14,625 | -79.1% | -$91.33万 | 减仓 |
| XBI | SPDR SERIES TRUST | $24.04万 | 0.00% | 1,882 | 224 | 13.5% | $2.86万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $23.95万 | 0.00% | 7,049 | 2 | 0.0% | $68 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $23.83万 | 0.00% | 6,608 | 384 | 6.2% | $1.38万 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $23.58万 | 0.00% | 3,283 | -547 | -14.3% | -$3.93万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $23.55万 | 0.00% | 12,591 | -110 | -0.9% | -$2,057 | 减仓 |
| LUNR | INTUITIVE MACHINES INC | $23.51万 | 0.00% | 12,668 | 740 | 6.2% | $1.37万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $23.41万 | 0.00% | 2,536 | 197 | 8.4% | $1.82万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $23.39万 | 0.00% | 20,340 | -6 | -0.0% | -$69 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $23.39万 | 0.00% | 10,192 | 9 | 0.1% | $207 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $23.21万 | 0.00% | 3,266 | 488 | 17.6% | $3.47万 | 加仓 |
| ZS | ZSCALER INC | $23.15万 | 0.00% | 1,650 | -226 | -12.0% | -$3.17万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $23.11万 | 0.00% | 8,406 | -57 | -0.7% | -$1,567 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $22.96万 | 0.00% | 4,202 | 4,202 | — | $22.96万 | 新建仓 |
| DY | DYCOM INDS INC | $22.94万 | 0.00% | 677 | -7 | -1.0% | -$2,372 | 减仓 |
| TPR | TAPESTRY INC | $22.85万 | 0.00% | 1,619 | 26 | 1.6% | $3,669 | 加仓 |
| WY | WEYERHAEUSER CO | $22.77万 | 0.00% | 9,320 | -1,352 | -12.7% | -$3.30万 | 减仓 |
| NUMV | NUSHARES ETF TR | $22.72万 | 0.00% | 5,860 | 0 | 0.0% | — | 不变 |
| — | CAMBRIA ETF TR | $22.66万 | 0.00% | 6,336 | 6,336 | — | $22.66万 | 新建仓 |
| KIM | KIMCO REALTY CORP | $22.61万 | 0.00% | 10,064 | 10,064 | — | $22.61万 | 新建仓 |
| — | SPROTT FDS TR | $22.41万 | 0.00% | 6,275 | 6,275 | — | $22.41万 | 新建仓 |
| INTF | ISHARES TR | $22.36万 | 0.00% | 5,740 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $22.33万 | 0.00% | 9,442 | 9,442 | — | $22.33万 | 新建仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $22.33万 | 0.00% | 5,608 | 2 | 0.0% | $80 | 加仓 |
| — | GLOBAL X FDS | $22.25万 | 0.00% | 5,277 | 5,277 | — | $22.25万 | 新建仓 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $22.22万 | 0.00% | 10,379 | 148 | 1.4% | $3,169 | 加仓 |
| — | STRATEGY SHS | $22.21万 | 0.00% | 10,168 | -120 | -1.2% | -$2,621 | 减仓 |
| CCI | CROWN CASTLE INC | $22.19万 | 0.00% | 2,729 | -103 | -3.6% | -$8,374 | 减仓 |
| SII | SPROTT INC | $22.09万 | 0.00% | 1,546 | -862 | -35.8% | -$12.32万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $22.03万 | 0.00% | 3,390 | -4,508 | -57.1% | -$29.30万 | 重新持有 |
| EPR | EPR PPTYS | $21.98万 | 0.00% | 4,400 | 4,400 | — | $21.98万 | 新建仓 |
| HEI/A | HEICO CORP NEW | $21.98万 | 0.00% | 1,041 | 8 | 0.8% | $1,689 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $21.93万 | 0.00% | 1,665 | 90 | 5.7% | $1.19万 | 加仓 |
| IHI | ISHARES TR | $21.88万 | 0.00% | 4,100 | -622 | -13.2% | -$3.32万 | 减仓 |
| ITM | VANECK ETF TRUST | $21.79万 | 0.00% | 4,694 | 4,694 | — | $21.79万 | 新建仓 |
| HEI | HEICO CORP NEW | $21.76万 | 0.00% | 794 | -5 | -0.6% | -$1,370 | 减仓 |
| — | WELLS FARGO & CO | $21.71万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| JOE | ST JOE CO | $21.67万 | 0.00% | 3,450 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $21.63万 | 0.00% | 1,264 | 126 | 11.1% | $2.16万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $21.57万 | 0.00% | 6,392 | -82 | -1.3% | -$2,767 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $21.50万 | 0.00% | 4,924 | 4,924 | — | $21.50万 | 新建仓 |
| IDU | ISHARES TR | $21.49万 | 0.00% | 1,851 | 1,851 | — | $21.49万 | 新建仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $21.49万 | 0.00% | 3,600 | 3,600 | — | $21.49万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $21.45万 | 0.00% | 1,049 | 1,049 | — | $21.45万 | 新建仓 |
| MAS | MASCO CORP | $21.35万 | 0.00% | 3,536 | -261 | -6.9% | -$1.58万 | 减仓 |