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 |
|---|---|---|---|---|---|---|---|---|
| HEI | HEICO CORP NEW | $28.30万 | 0.01% | 795 | 1 | 0.1% | $356 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $27.98万 | 0.01% | 5,750 | -496 | -7.9% | -$2.41万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $27.97万 | 0.01% | 1,293 | -62 | -4.6% | -$1.34万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $27.91万 | 0.01% | 10,661 | 663 | 6.6% | $1.74万 | 加仓 |
| IJS | ISHARES TR | $27.90万 | 0.01% | 2,042 | -122 | -5.6% | -$1.67万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $27.89万 | 0.01% | 3,140 | -350 | -10.0% | -$3.11万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $27.88万 | 0.01% | 1,654 | -11 | -0.7% | -$1,854 | 减仓 |
| XTN | SPDR SERIES TRUST | $27.82万 | 0.01% | 2,406 | 2,406 | — | $27.82万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $27.78万 | 0.01% | 31,754 | 31,754 | — | $27.78万 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC | $27.70万 | 0.01% | 6,656 | -3,044 | -31.4% | -$12.67万 | 减仓 |
| VDE | VANGUARD WORLD FD | $27.58万 | 0.01% | 1,837 | -188 | -9.3% | -$2.82万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $27.55万 | 0.01% | 707 | -49 | -6.5% | -$1.91万 | 减仓 |
| SCYB | SCHWAB STRATEGIC TR | $27.49万 | 0.01% | 10,500 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $27.34万 | 0.01% | 2,197 | -3,326 | -60.2% | -$41.39万 | 重新持有 |
| EPR | EPR PPTYS | $27.29万 | 0.01% | 4,705 | 305 | 6.9% | $1.77万 | 加仓 |
| AGNC | AGNC INVT CORP | $27.28万 | 0.01% | 25,024 | -7,451 | -22.9% | -$8.12万 | 减仓 |
| HEI/A | HEICO CORP NEW | $27.26万 | 0.01% | 1,057 | 16 | 1.5% | $4,127 | 加仓 |
| ECL | ECOLAB INC | $27.20万 | 0.01% | 976 | -839 | -46.2% | -$23.38万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $27.12万 | 0.01% | 12,081 | 619 | 5.4% | $1.39万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $27.10万 | 0.01% | 6,726 | 6,726 | — | $27.10万 | 新建仓 |
| — | WISDOMTREE TR | $27.00万 | 0.01% | 6,947 | 0 | 0.0% | — | 不变 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $26.89万 | 0.01% | 7,168 | 16 | 0.2% | $600 | 加仓 |
| APTV | APTIV PLC | $26.66万 | 0.01% | 4,344 | 67 | 1.6% | $4,112 | 加仓 |
| — | LISTED FDS TR | $26.61万 | 0.01% | 6,742 | 6,742 | — | $26.61万 | 新建仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $26.47万 | 0.01% | 1,924 | -292 | -13.2% | -$4.02万 | 减仓 |
| SNA | SNAP ON INC | $26.44万 | 0.01% | 657 | 657 | — | $26.44万 | 新建仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $26.37万 | 0.01% | 3,283 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $26.35万 | 0.00% | 2,243 | -715 | -24.2% | -$8.40万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $26.32万 | 0.00% | 8,462 | 8,462 | — | $26.32万 | 新建仓 |
| EME | EMCOR GROUP INC | $26.14万 | 0.00% | 315 | 37 | 13.3% | $3.07万 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $26.01万 | 0.00% | 7,412 | -1,744 | -19.0% | -$6.12万 | 减仓 |
| IWC | ISHARES TR | $25.87万 | 0.00% | 1,293 | -3,285 | -71.8% | -$65.71万 | 重新持有 |
| AUSF | GLOBAL X FDS | $25.82万 | 0.00% | 5,285 | 0 | 0.0% | — | 不变 |
| QQQE | DIREXION SHARES ETF TRUST | $25.61万 | 0.00% | 2,099 | -50 | -2.3% | -$6,100 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $25.60万 | 0.00% | 2,720 | -546 | -16.7% | -$5.14万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $25.60万 | 0.00% | 6,948 | -101 | -1.4% | -$3,721 | 减仓 |
| XYLD | GLOBAL X FDS | $25.54万 | 0.00% | 6,262 | -6,764 | -51.9% | -$27.59万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $25.54万 | 0.00% | 12,098 | -493 | -3.9% | -$1.04万 | 减仓 |
| ITM | VANECK ETF TRUST | $25.53万 | 0.00% | 5,434 | 740 | 15.8% | $3.48万 | 加仓 |
| QLTA | ISHARES TR | $25.52万 | 0.00% | 5,371 | 17 | 0.3% | $808 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $25.41万 | 0.00% | 3,206 | 3,206 | — | $25.41万 | 新建仓 |
| LUNR | INTUITIVE MACHINES INC | $25.28万 | 0.00% | 11,818 | -850 | -6.7% | -$1.82万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $25.13万 | 0.00% | 8,998 | -216 | -2.3% | -$6,033 | 减仓 |
| ROL | ROLLINS INC | $25.00万 | 0.00% | 5,990 | 2,032 | 51.3% | $8.48万 | 加仓 |
| CNC | CENTENE CORP DEL | $24.98万 | 0.00% | 3,892 | 3,892 | — | $24.98万 | 新建仓 |
| NKE | NIKE INC | $24.96万 | 0.00% | 6,081 | -6,619 | -52.1% | -$27.17万 | 减仓 |
| NUMV | NUSHARES ETF TR | $24.89万 | 0.00% | 5,723 | -137 | -2.3% | -$5,958 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $24.88万 | 0.00% | 901 | 901 | — | $24.88万 | 新建仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $24.87万 | 0.00% | 10,427 | 235 | 2.3% | $5,605 | 加仓 |
| TWLO | TWILIO INC | $24.68万 | 0.00% | 1,196 | -746 | -38.4% | -$15.39万 | 重新持有 |
| TDG | TRANSDIGM GROUP INC | $24.66万 | 0.00% | 185 | 185 | — | $24.66万 | 新建仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $24.65万 | 0.00% | 20,340 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $24.65万 | 0.00% | 1,099 | -136 | -11.0% | -$3.05万 | 减仓 |
| IDV | ISHARES TR | $24.61万 | 0.00% | 5,940 | -1,495 | -20.1% | -$6.19万 | 减仓 |
| INTU | INTUIT | $24.57万 | 0.00% | 941 | -196 | -17.2% | -$5.12万 | 减仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $24.51万 | 0.00% | 3,161 | -230 | -6.8% | -$1.78万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $24.48万 | 0.00% | 9,513 | -7,907 | -45.4% | -$20.34万 | 减仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $24.37万 | 0.00% | 17,775 | -1,742 | -8.9% | -$2.39万 | 减仓 |
| — | PROSHARES TR | $24.37万 | 0.00% | 1,570 | 1,570 | — | $24.37万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $24.36万 | 0.00% | 5,205 | 5,205 | — | $24.36万 | 新建仓 |
| MLRG | ISHARES TR | $24.36万 | 0.00% | 2,350 | 0 | 0.0% | — | 不变 |
| STAG | STAG INDUSTRIAL INC | $24.35万 | 0.00% | 6,398 | -210 | -3.2% | -$7,993 | 减仓 |
| EAGG | ISHARES TR | $24.34万 | 0.00% | 5,134 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $24.23万 | 0.00% | 6,682 | 6,682 | — | $24.23万 | 新建仓 |
| NASA | TEMA ETF TRUST | $24.23万 | 0.00% | 7,975 | 7,975 | — | $24.23万 | 新建仓 |
| RACE | FERRARI N V | $24.16万 | 0.00% | 649 | -74 | -10.2% | -$2.75万 | 减仓 |
| — | ELECTRONIC ARTS INC | $24.11万 | 0.00% | 1,176 | -94 | -7.4% | -$1.93万 | 减仓 |
| UFO | PROCURE ETF TRUST II | $23.99万 | 0.00% | 4,735 | -2,475 | -34.3% | -$12.54万 | 减仓 |
| PICK | ISHARES INC | $23.95万 | 0.00% | 4,119 | 511 | 14.2% | $2.97万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $23.91万 | 0.00% | 5,596 | -12 | -0.2% | -$513 | 减仓 |
| EOG | EOG RES INC | $23.89万 | 0.00% | 1,842 | -452 | -19.7% | -$5.86万 | 减仓 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $23.76万 | 0.00% | 11,876 | 361 | 3.1% | $7,224 | 加仓 |
| CCI | CROWN CASTLE INC | $23.73万 | 0.00% | 3,133 | 404 | 14.8% | $3.06万 | 加仓 |
| VSEC | VSE CORP | $23.70万 | 0.00% | 1,037 | 1,037 | — | $23.70万 | 新建仓 |
| INTF | ISHARES TR | $23.61万 | 0.00% | 5,764 | 24 | 0.4% | $983 | 加仓 |
| IDU | ISHARES TR | $23.58万 | 0.00% | 2,057 | 206 | 11.1% | $2.36万 | 加仓 |
| DBJP | DBX ETF TR | $23.44万 | 0.00% | 2,042 | 25 | 1.2% | $2,870 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $23.39万 | 0.00% | 21,515 | -3,185 | -12.9% | -$3.46万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $23.35万 | 0.00% | 13,062 | 2,000 | 18.1% | $3.58万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $23.35万 | 0.00% | 5,808 | -42,532 | -88.0% | -$171.01万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $23.33万 | 0.00% | 1,299 | -68 | -5.0% | -$1.22万 | 减仓 |
| — | STRATEGY SHS | $23.23万 | 0.00% | 10,168 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $23.21万 | 0.00% | 4,513 | 4,513 | — | $23.21万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $23.18万 | 0.00% | 1,417 | -411 | -22.5% | -$6.72万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $23.14万 | 0.00% | 1,663 | 29 | 1.8% | $4,035 | 加仓 |
| — | CALAMOS ETF TR | $23.13万 | 0.00% | 8,616 | 8,616 | — | $23.13万 | 新建仓 |
| TRGP | TARGA RES CORP | $22.99万 | 0.00% | 857 | -642 | -42.8% | -$17.22万 | 减仓 |
| OUST | OUSTER INC | $22.96万 | 0.00% | 3,673 | 3,673 | — | $22.96万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $22.96万 | 0.00% | 7,388 | 7,388 | — | $22.96万 | 新建仓 |
| GEO | GEO GROUP INC | $22.89万 | 0.00% | 7,746 | 7,746 | — | $22.89万 | 新建仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $22.84万 | 0.00% | 9,073 | -19,726 | -68.5% | -$49.65万 | 减仓 |
| — | CAMBRIA ETF TR | $22.83万 | 0.00% | 6,411 | 75 | 1.2% | $2,671 | 加仓 |
| HSY | HERSHEY CO | $22.79万 | 0.00% | 1,299 | -147 | -10.2% | -$2.58万 | 减仓 |
| JBL | JABIL INC | $22.76万 | 0.00% | 590 | 590 | — | $22.76万 | 新建仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $22.60万 | 0.00% | 1,545 | 1,545 | — | $22.60万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $22.60万 | 0.00% | 1,895 | 1,895 | — | $22.60万 | 新建仓 |
| INDA | ISHARES TR | $22.53万 | 0.00% | 4,561 | -3,091 | -40.4% | -$15.27万 | 减仓 |
| VTR | VENTAS INC | $22.52万 | 0.00% | 2,536 | -19 | -0.7% | -$1,688 | 减仓 |
| — | ISHARES TR | $22.47万 | 0.00% | 6,658 | 6,658 | — | $22.47万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $22.45万 | 0.00% | 877 | -98 | -10.1% | -$2.51万 | 重新持有 |