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 |
|---|---|---|---|---|---|---|---|---|
| MFC | MANULIFE FINL CORP | $22.44万 | 0.00% | 5,539 | -1,941 | -25.9% | -$7.86万 | 减仓 |
| TPR | TAPESTRY INC | $22.35万 | 0.00% | 1,527 | -92 | -5.7% | -$1.35万 | 减仓 |
| EBC | EASTERN BANKSHARES INC | $22.25万 | 0.00% | 10,005 | -13 | -0.1% | -$289 | 减仓 |
| MUNI | PIMCO ETF TR | $22.24万 | 0.00% | 4,228 | 4,228 | — | $22.24万 | 新建仓 |
| — | BITWISE ETHEREUM ETF | $22.19万 | 0.00% | 19,675 | 7,455 | 61.0% | $8.41万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $22.19万 | 0.00% | 23,627 | -5,782 | -19.7% | -$5.43万 | 减仓 |
| — | AMPLIFY ETF TR | $22.11万 | 0.00% | 10,562 | 10,562 | — | $22.11万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $22.09万 | 0.00% | 1,096 | 1,096 | — | $22.09万 | 新建仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $22.09万 | 0.00% | 891 | 891 | — | $22.09万 | 新建仓 |
| WAT | WATERS CORP | $22.05万 | 0.00% | 588 | 588 | — | $22.05万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $22.01万 | 0.00% | 1,348 | 1,348 | — | $22.01万 | 新建仓 |
| HEDJ | WISDOMTREE TR | $21.89万 | 0.00% | 3,840 | -1,976 | -34.0% | -$11.26万 | 重新持有 |
| VBIL | VANGUARD INSTL INDEX FD | $21.81万 | 0.00% | 2,882 | -2,603 | -47.5% | -$19.70万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $21.80万 | 0.00% | 8,440 | 34 | 0.4% | $878 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $21.73万 | 0.00% | 3,636 | -9,514 | -72.3% | -$56.86万 | 重新持有 |
| ACWI | ISHARES TR | $21.57万 | 0.00% | 1,374 | 1,374 | — | $21.57万 | 新建仓 |
| EEMA | ISHARES INC | $21.56万 | 0.00% | 1,843 | 1,843 | — | $21.56万 | 新建仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $21.42万 | 0.00% | 4,924 | 0 | 0.0% | — | 不变 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $21.26万 | 0.00% | 6,303 | -89 | -1.4% | -$3,003 | 减仓 |
| FFIV | F5 INC | $21.26万 | 0.00% | 511 | 511 | — | $21.26万 | 新建仓 |
| IBDV | ISHARES TR | $21.21万 | 0.00% | 9,732 | 9,732 | — | $21.21万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $21.15万 | 0.00% | 252 | 252 | — | $21.15万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $21.11万 | 0.00% | 1,201 | -204 | -14.5% | -$3.59万 | 减仓 |
| VTRS | VIATRIS INC | $21.06万 | 0.00% | 13,265 | -1,784 | -11.9% | -$2.83万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $21.03万 | 0.00% | 3,062 | -1,900 | -38.3% | -$13.05万 | 减仓 |
| EXEL | EXELIXIS INC | $20.96万 | 0.00% | 3,852 | 3,852 | — | $20.96万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $20.95万 | 0.00% | 214 | -3,597 | -94.4% | -$352.13万 | 减仓 |
| GIS | GENERAL MILLS INC | $20.88万 | 0.00% | 6,000 | 6,000 | — | $20.88万 | 新建仓 |
| SIVR | ABRDN SILVER ETF TRUST | $20.87万 | 0.00% | 3,713 | -258 | -6.5% | -$1.45万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $20.74万 | 0.00% | 452 | 2 | 0.4% | $918 | 加仓 |
| SYY | SYSCO CORP | $20.72万 | 0.00% | 2,480 | -302 | -10.9% | -$2.52万 | 重新持有 |
| QYLD | GLOBAL X FDS | $20.68万 | 0.00% | 11,221 | -1,100 | -8.9% | -$2.03万 | 减仓 |
| CTVA | CORTEVA INC | $20.65万 | 0.00% | 2,438 | -1,482 | -37.8% | -$12.55万 | 减仓 |
| — | NEOS ETF TRUST | $20.58万 | 0.00% | 4,247 | 4,247 | — | $20.58万 | 新建仓 |
| — | CARILLON SER TR | $20.52万 | 0.00% | 7,000 | 7,000 | — | $20.52万 | 新建仓 |
| AME | AMETEK INC | $20.50万 | 0.00% | 847 | -241 | -22.2% | -$5.83万 | 重新持有 |
| BWXT | BWX TECHNOLOGIES INC | $20.25万 | 0.00% | 1,040 | -9 | -0.9% | -$1,752 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $20.18万 | 0.00% | 11,261 | 653 | 6.2% | $1.17万 | 加仓 |
| IAT | ISHARES TR | $20.11万 | 0.00% | 3,232 | 3,232 | — | $20.11万 | 新建仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $20.06万 | 0.00% | 13,304 | 13,304 | — | $20.06万 | 新建仓 |
| CRNC | CERENCE INC | $19.34万 | 0.00% | 17,084 | -425 | -2.4% | -$4,811 | 减仓 |
| JOBY | JOBY AVIATION INC | $18.67万 | 0.00% | 20,935 | 1,114 | 5.6% | $9,937 | 加仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $18.10万 | 0.00% | 18,025 | -3,375 | -15.8% | -$3.39万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $17.28万 | 0.00% | 12,236 | 12,236 | — | $17.28万 | 新建仓 |
| MFM | ABERDEEN MUN INCOME FD | $17.20万 | 0.00% | 30,606 | 3,376 | 12.4% | $1.90万 | 加仓 |
| CRF | CORNERSTONE TOTAL RETURN FD | $17.09万 | 0.00% | 23,808 | 664 | 2.9% | $4,767 | 加仓 |
| GPGI | GPGI INC | $16.52万 | 0.00% | 10,422 | 10,422 | — | $16.52万 | 新建仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $15.64万 | 0.00% | 18,275 | 1,402 | 8.3% | $1.20万 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $14.97万 | 0.00% | 10,294 | 114 | 1.1% | $1,658 | 加仓 |
| — | WESTERN ASSET MUN HIGH INCOM | $14.60万 | 0.00% | 20,850 | 0 | 0.0% | — | 不变 |
| PCN | PIMCO CORPORATE & INCM STRG | $14.32万 | 0.00% | 11,986 | 507 | 4.4% | $6,059 | 加仓 |
| IAUX | I-80 GOLD CORP | $14.26万 | 0.00% | 99,054 | -2,187 | -2.2% | -$3,149 | 减仓 |
| CMPX | COMPASS THERAPEUTICS INC | $13.35万 | 0.00% | 60,962 | 60,962 | — | $13.35万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $13.02万 | 0.00% | 13,864 | -2,669 | -16.1% | -$2.51万 | 减仓 |
| — | PUTNAM ETF TRUST | $12.86万 | 0.00% | 16,140 | 850 | 5.6% | $6,775 | 加仓 |
| — | VANECK ETF TRUST | $12.30万 | 0.00% | 11,875 | -377 | -3.1% | -$3,906 | 减仓 |
| AEG | AEGON LTD | $11.76万 | 0.00% | 13,930 | 0 | 0.0% | — | 不变 |
| — | PIMCO HIGH INCOME FD | $11.56万 | 0.00% | 24,800 | -200 | -0.8% | -$932 | 减仓 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI | $11.24万 | 0.00% | 10,800 | 800 | 8.0% | $8,328 | 加仓 |
| — | NEURAXIS INC | $11.10万 | 0.00% | 15,188 | 0 | 0.0% | — | 不变 |
| — | PUTNAM ETF TRUST | $11.01万 | 0.00% | 12,568 | 116 | 0.9% | $1,016 | 加仓 |
| SMR | NUSCALE PWR CORP | $10.72万 | 0.00% | 10,687 | -2,430 | -18.5% | -$2.44万 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $9.91万 | 0.00% | 15,314 | -3,249 | -17.5% | -$2.10万 | 减仓 |
| OIS | OIL STS INTL INC | $8.76万 | 0.00% | 10,940 | 10,940 | — | $8.76万 | 新建仓 |
| VRRM | VERRA MOBILITY CORP | $8.67万 | 0.00% | 20,391 | 20,391 | — | $8.67万 | 新建仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $7.86万 | 0.00% | 12,018 | 0 | 0.0% | — | 不变 |
| ENVX | ENOVIX CORPORATION | $7.24万 | 0.00% | 11,926 | -7,135 | -37.4% | -$4.33万 | 减仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $7.22万 | 0.00% | 11,050 | 11,050 | — | $7.22万 | 新建仓 |
| NXH | BED BATH & BEYOND INC | $7.17万 | 0.00% | 12,389 | -1,522 | -10.9% | -$8,812 | 减仓 |
| PTON | PELOTON INTERACTIVE INC | $6.82万 | 0.00% | 11,543 | 421 | 3.8% | $2,488 | 加仓 |
| ACHR | ARCHER AVIATION INC | $6.21万 | 0.00% | 13,126 | 2,447 | 22.9% | $1.16万 | 加仓 |
| RWT | REDWOOD TRUST INC | $5.25万 | 0.00% | 11,076 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $5.17万 | 0.00% | 10,568 | 10,568 | — | $5.17万 | 新建仓 |
| HNST | HONEST CO INC | $5.00万 | 0.00% | 13,670 | 111 | 0.8% | $406 | 加仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $4.59万 | 0.00% | 13,757 | 748 | 5.7% | $2,498 | 加仓 |
| — | AURORA CANNABIS INC | $3.78万 | 0.00% | 13,544 | 0 | 0.0% | — | 不变 |
| PSEC | PROSPECT CAP CORP | $3.08万 | 0.00% | 13,336 | 714 | 5.7% | $1,649 | 加仓 |
| WIT | WIPRO LTD | $2.80万 | 0.00% | 12,448 | 12,448 | — | $2.80万 | 新建仓 |
| REI | RING ENERGY INC | $2.70万 | 0.00% | 25,012 | -983 | -3.8% | -$1,062 | 减仓 |
| — | EAGLE NUCLEAR ENERGY CORP | $1.73万 | 0.00% | 11,938 | 0 | 0.0% | — | 不变 |
| — | TEADS HLDG CO | $1.00万 | 0.00% | 13,052 | -3,347 | -20.4% | -$2,567 | 减仓 |
| — | MICROVISION INC DEL | $3,924 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | IGC PHARMA INC | $2,720 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | VSEE HEALTH INC | $1,630 | 0.00% | 14,098 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -106,630 | -100.0% | -$1,809.08万 | 清仓 |
| JSI | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -117,093 | -100.0% | -$603.62万 | 清仓 |
| BFC | BANK FIRST CORP | $0 | 0.00% | 0 | -37,359 | -100.0% | -$504.58万 | 清仓 |
| WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | -22,784 | -100.0% | -$370.10万 | 清仓 |
| VNLA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -74,027 | -100.0% | -$361.70万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -6,472 | -100.0% | -$282.35万 | 清仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -58,641 | -100.0% | -$174.63万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -16,808 | -100.0% | -$107.91万 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | -5,161 | -100.0% | -$100.84万 | 清仓 |
| ACWX | ISHARES TR | $0 | 0.00% | 0 | -12,884 | -100.0% | -$88.22万 | 清仓 |
| — | PGIM ETF TR | $0 | 0.00% | 0 | -16,403 | -100.0% | -$83.61万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -11,150 | -100.0% | -$72.71万 | 清仓 |
| EVRG | EVERGY INC | $0 | 0.00% | 0 | -7,856 | -100.0% | -$64.36万 | 清仓 |
| — | NUVEEN PA INVT QUALITY MUN F | $0 | 0.00% | 0 | -53,440 | -100.0% | -$63.75万 | 清仓 |
| FHI | FEDERATED HERMES INC | $0 | 0.00% | 0 | -10,733 | -100.0% | -$60.87万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -2,786 | -100.0% | -$56.55万 | 清仓 |