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 |
|---|---|---|---|---|---|---|---|---|
| SG | SWEETGREEN INC | $21.27万 | 0.00% | 40,973 | 40,973 | — | $21.27万 | 新建仓 |
| AM | ANTERO MIDSTREAM CORP | $21.23万 | 0.00% | 9,313 | 9,313 | — | $21.23万 | 新建仓 |
| QQQE | DIREXION SHARES ETF TRUST | $21.17万 | 0.00% | 2,149 | 40 | 1.9% | $3,941 | 加仓 |
| EWZ | ISHARES INC | $21.16万 | 0.00% | 5,512 | -1,033 | -15.8% | -$3.97万 | 重新持有 |
| ROL | ROLLINS INC | $21.14万 | 0.00% | 3,958 | 3,958 | — | $21.14万 | 新建仓 |
| QYLD | GLOBAL X FDS | $21.13万 | 0.00% | 12,321 | 1,588 | 14.8% | $2.72万 | 加仓 |
| MLRG | ISHARES TR | $21.12万 | 0.00% | 2,350 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $21.02万 | 0.00% | 2,028 | -178 | -8.1% | -$1.84万 | 减仓 |
| SOXL | DIREXION SHARES ETF TRUST | $20.98万 | 0.00% | 4,378 | -2,545 | -36.8% | -$12.19万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $20.90万 | 0.00% | 3,039 | -8 | -0.3% | -$550 | 重新持有 |
| EPI | WISDOMTREE TR | $20.90万 | 0.00% | 5,122 | -1,238 | -19.5% | -$5.05万 | 减仓 |
| VTR | VENTAS INC | $20.89万 | 0.00% | 2,555 | -136 | -5.1% | -$1.11万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $20.84万 | 0.00% | 3,321 | -528 | -13.7% | -$3.31万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $20.75万 | 0.00% | 350 | 350 | — | $20.75万 | 新建仓 |
| EME | EMCOR GROUP INC | $20.52万 | 0.00% | 278 | 278 | — | $20.52万 | 新建仓 |
| LRN | STRIDE INC | $20.46万 | 0.00% | 2,320 | 497 | 27.3% | $4.38万 | 重新持有 |
| SETM | SPROTT FDS TR | $20.42万 | 0.00% | 6,174 | -1,181 | -16.1% | -$3.91万 | 减仓 |
| PICK | ISHARES INC | $20.42万 | 0.00% | 3,608 | 3,608 | — | $20.42万 | 新建仓 |
| DBJP | DBX ETF TR | $20.38万 | 0.00% | 2,017 | 2,017 | — | $20.38万 | 新建仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $20.37万 | 0.00% | 21,400 | 2,123 | 11.0% | $2.02万 | 加仓 |
| VTRS | VIATRIS INC | $20.33万 | 0.00% | 15,049 | -1,510 | -9.1% | -$2.04万 | 减仓 |
| AOR | ISHARES TR | $20.25万 | 0.00% | 3,147 | 3,147 | — | $20.25万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $20.20万 | 0.00% | 1,494 | -751 | -33.5% | -$10.16万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $20.16万 | 0.00% | 6,042 | 199 | 3.4% | $6,641 | 加仓 |
| AMP | AMERIPRISE FINL INC | $20.01万 | 0.00% | 450 | -32 | -6.6% | -$1.42万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $19.64万 | 0.00% | 11,062 | -250 | -2.2% | -$4,437 | 减仓 |
| EBC | EASTERN BANKSHARES INC | $19.60万 | 0.00% | 10,018 | 10,018 | — | $19.60万 | 新建仓 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $18.73万 | 0.00% | 11,515 | 702 | 6.5% | $1.14万 | 加仓 |
| — | BITWISE ETHEREUM ETF | $18.33万 | 0.00% | 12,220 | 12,220 | — | $18.33万 | 新建仓 |
| UMH | UMH PPTYS INC | $17.08万 | 0.00% | 11,836 | 390 | 3.4% | $5,628 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $16.89万 | 0.00% | 19,594 | 283 | 1.5% | $2,439 | 加仓 |
| JOBY | JOBY AVIATION INC | $16.37万 | 0.00% | 19,821 | 19,821 | — | $16.37万 | 新建仓 |
| CRF | CORNERSTONE TOTAL RETURN FD | $16.09万 | 0.00% | 23,144 | 23,144 | — | $16.09万 | 新建仓 |
| IAUX | I-80 GOLD CORP | $15.39万 | 0.00% | 101,241 | 1,233 | 1.2% | $1,874 | 加仓 |
| MFM | MFS MUN INCOME TR | $14.68万 | 0.00% | 27,230 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET MUN HIGH INCOM | $14.47万 | 0.00% | 20,850 | 0 | 0.0% | — | 不变 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $14.38万 | 0.00% | 16,873 | -498 | -2.9% | -$4,243 | 减仓 |
| SMR | NUSCALE PWR CORP | $14.22万 | 0.00% | 13,117 | 717 | 5.8% | $7,772 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $14.09万 | 0.00% | 10,305 | 23 | 0.2% | $314 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $14.04万 | 0.00% | 10,180 | 113 | 1.1% | $1,558 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $13.97万 | 0.00% | 16,533 | -4,457 | -21.2% | -$3.77万 | 减仓 |
| NBXG | NEUBERGER NEXT GENERATION | $13.90万 | 0.00% | 10,802 | 10,802 | — | $13.90万 | 新建仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $13.66万 | 0.00% | 11,479 | 1,072 | 10.3% | $1.28万 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $12.75万 | 0.00% | 18,563 | -5,993 | -24.4% | -$4.12万 | 减仓 |
| — | VANECK ETF TRUST | $12.57万 | 0.00% | 12,252 | 0 | 0.0% | — | 不变 |
| — | PUTNAM ETF TRUST | $11.93万 | 0.00% | 15,290 | 15,290 | — | $11.93万 | 新建仓 |
| — | PIMCO HIGH INCOME FD | $11.57万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| — | NEURAXIS INC | $11.24万 | 0.00% | 15,188 | 0 | 0.0% | — | 不变 |
| CRNC | CERENCE INC | $11.05万 | 0.00% | 17,509 | 192 | 1.1% | $1,212 | 加仓 |
| — | PUTNAM ETF TRUST | $10.69万 | 0.00% | 12,452 | -194 | -1.5% | -$1,665 | 减仓 |
| — | CION INVT CORP | $10.61万 | 0.00% | 15,517 | 0 | 0.0% | — | 不变 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI | $10.29万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LTD | $10.11万 | 0.00% | 13,930 | 13,930 | — | $10.11万 | 新建仓 |
| ENVX | ENOVIX CORPORATION | $9.87万 | 0.00% | 19,061 | -5,238 | -21.6% | -$2.71万 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $9.30万 | 0.00% | 10,608 | -1,388 | -11.6% | -$1.22万 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $8.60万 | 0.00% | 15,502 | -4,064 | -20.8% | -$2.26万 | 减仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $7.39万 | 0.00% | 12,018 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $6.76万 | 0.00% | 16,413 | 437 | 2.7% | $1,800 | 加仓 |
| — | LIBERTY ALL-STAR GROWTH FD I | $6.53万 | 0.00% | 13,739 | -635 | -4.4% | -$3,016 | 减仓 |
| NXH | BED BATH & BEYOND INC | $6.45万 | 0.00% | 13,911 | -719 | -4.9% | -$3,336 | 减仓 |
| RWT | REDWOOD TRUST INC | $6.21万 | 0.00% | 11,076 | -624 | -5.3% | -$3,501 | 减仓 |
| ACHR | ARCHER AVIATION INC | $5.52万 | 0.00% | 10,679 | 336 | 3.2% | $1,737 | 重新持有 |
| PTON | PELOTON INTERACTIVE INC | $4.77万 | 0.00% | 11,122 | 583 | 5.5% | $2,501 | 加仓 |
| — | AURORA CANNABIS INC | $4.43万 | 0.00% | 13,544 | 0 | 0.0% | — | 不变 |
| HNST | HONEST CO INC | $3.99万 | 0.00% | 13,559 | 1,243 | 10.1% | $3,654 | 加仓 |
| REI | RING ENERGY INC | $3.98万 | 0.00% | 25,995 | -1,250 | -4.6% | -$1,912 | 减仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $3.82万 | 0.00% | 13,009 | 1,737 | 15.4% | $5,107 | 加仓 |
| PSEC | PROSPECT CAP CORP | $3.29万 | 0.00% | 12,622 | 623 | 5.2% | $1,626 | 加仓 |
| — | EAGLE NUCLEAR ENERGY CORP | $1.66万 | 0.00% | 11,938 | 11,938 | — | $1.66万 | 新建仓 |
| — | TEADS HLDG CO | $1.08万 | 0.00% | 16,399 | 16,399 | — | $1.08万 | 新建仓 |
| — | MICROVISION INC DEL | $7,694 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | VSEE HEALTH INC | $3,524 | 0.00% | 14,098 | 0 | 0.0% | — | 不变 |
| — | IGC PHARMA INC | $2,630 | 0.00% | 10,000 | 10,000 | — | $2,630 | 新建仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -268,447 | -100.0% | -$1,497.94万 | 清仓 |
| — | TRISALUS LIFE SCIENCES INC | $0 | 0.00% | 0 | -643,740 | -100.0% | -$449.33万 | 清仓 |
| STT | STATE STR CORP | $0 | 0.00% | 0 | -21,120 | -100.0% | -$272.46万 | 清仓 |
| PTLC | PACER FDS TR | $0 | 0.00% | 0 | -39,366 | -100.0% | -$218.80万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -11,772 | -100.0% | -$216.44万 | 清仓 |
| DIHP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -66,090 | -100.0% | -$209.27万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -46,595 | -100.0% | -$177.20万 | 清仓 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -35,192 | -100.0% | -$150.76万 | 清仓 |
| DEHP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -32,656 | -100.0% | -$105.32万 | 清仓 |
| DFSD | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -20,489 | -100.0% | -$98.24万 | 清仓 |
| JBBB | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -19,312 | -100.0% | -$92.12万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -10,905 | -100.0% | -$88.06万 | 清仓 |
| VLUE | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DISV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -20,556 | -100.0% | -$78.11万 | 清仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWC | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVES | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -11,588 | -100.0% | -$67.57万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EFG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -14,436 | -100.0% | -$50.58万 | 清仓 |
| ITB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CFFN | CAPITOL FED FINL INC | $0 | 0.00% | 0 | -72,510 | -100.0% | -$49.38万 | 清仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $0 | 0.00% | 0 | -5,170 | -100.0% | -$46.55万 | 清仓 |
| DFEV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -11,972 | -100.0% | -$40.39万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVIG | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -9,491 | -100.0% | -$39.79万 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $0 | 0.00% | 0 | -14,610 | -100.0% | -$38.47万 | 清仓 |