13F 机构持仓

Wealthcare Advisory Partners LLC

WEST CHESTER PA · SEC CIK 0001683059

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$52.74亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPYM 6.8%
SPTM 4.0%
VTI 2.6%
STIP 2.4%
SPY 2.1%
IEF 2.0%
SPSM 1.7%
SPAB 1.5%
SPMD 1.4%
FBND 1.4%

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
— ALPS ETF TR $00.00%0 -6,853-100.0% -$36.03万 清仓
GRAL GRAIL INC $00.00%0 -4,185-100.0% -$35.82万 清仓
DBMF LITMAN GREGORY FDS TR $00.00%0 -12,116-100.0% -$34.00万 清仓
DFIV DIMENSIONAL ETF TRUST $00.00%0 -6,801-100.0% -$33.94万 清仓
— CHART INDS INC $00.00%0 -1,580-100.0% -$32.58万 清仓
CRK COMSTOCK RES INC $00.00%0 -13,819-100.0% -$32.03万 清仓
BITO PROSHARES TR $00.00%0 -25,483-100.0% -$30.99万 清仓
HEDJ WISDOMTREE TR $00.00%0 —— — 申报中断
TCHP T ROWE PRICE ETF INC $00.00%0 -6,105-100.0% -$30.44万 清仓
FCOM FIDELITY COVINGTON TRUST $00.00%0 -4,105-100.0% -$30.09万 清仓
COHR COHERENT CORP $00.00%0 —— — 申报中断
OPLN OPENLANE INC $00.00%0 -10,000-100.0% -$29.78万 清仓
FISV FISERV INC $00.00%0 -4,359-100.0% -$29.28万 清仓
TQQQ PROSHARES TR $00.00%0 -5,482-100.0% -$28.90万 清仓
EXPE EXPEDIA GROUP INC $00.00%0 —— — 申报中断
TWLO TWILIO INC $00.00%0 —— — 申报中断
GDS GDS HLDGS LTD $00.00%0 -7,750-100.0% -$27.05万 清仓
PPG PPG INDS INC $00.00%0 -2,601-100.0% -$26.65万 清仓
IDR IDAHO STRATEGIC RESOURCES $00.00%0 -6,514-100.0% -$26.25万 清仓
ICVT ISHARES TR $00.00%0 -2,631-100.0% -$25.92万 清仓
— NET LEASE OFFICE PROPERTIES $00.00%0 -9,632-100.0% -$24.84万 清仓
— INVESCO EXCHANGE TRADED FD T $00.00%0 -3,980-100.0% -$24.41万 清仓
XYZ BLOCK INC $00.00%0 -3,708-100.0% -$24.14万 清仓
SKYD PARAMOUNT SKYDANCE CORP $00.00%0 -17,541-100.0% -$23.51万 清仓
THRO BLACKROCK ETF TRUST $00.00%0 -5,966-100.0% -$23.00万 清仓
ARKF ARK ETF TR $00.00%0 -4,694-100.0% -$22.36万 清仓
AME AMETEK INC $00.00%0 —— — 申报中断
PVH PVH CORPORATION $00.00%0 -3,294-100.0% -$22.08万 清仓
SYF SYNCHRONY FINANCIAL $00.00%0 -2,624-100.0% -$21.89万 清仓
SHYG ISHARES TR $00.00%0 -5,088-100.0% -$21.81万 清仓
RGTI RIGETTI COMPUTING INC $00.00%0 -9,756-100.0% -$21.61万 清仓
QDPL PACER FDS TR $00.00%0 -4,935-100.0% -$20.96万 清仓
— GRAYSCALE COINDESK CRYPTO $00.00%0 -5,040-100.0% -$20.83万 清仓
PNR PENTAIR PLC $00.00%0 -1,998-100.0% -$20.80万 清仓
NUMG NUSHARES ETF TR $00.00%0 -4,348-100.0% -$20.76万 清仓
RWJ INVESCO EXCH TRADED FD TR II $00.00%0 -4,248-100.0% -$20.70万 清仓
FNF FIDELITY NATIONAL FINANCIAL $00.00%0 -3,783-100.0% -$20.65万 清仓
SYY SYSCO CORP $00.00%0 —— — 申报中断
— VIRGINIA NATL BANKSHARES COR $00.00%0 -5,129-100.0% -$20.44万 清仓
IVLU ISHARES TR $00.00%0 -5,358-100.0% -$20.39万 清仓
WAB WABTEC $00.00%0 -951-100.0% -$20.30万 清仓
HYFI AB ACTIVE ETFS INC $00.00%0 -5,401-100.0% -$20.30万 清仓
MTZ MASTEC INC $00.00%0 -928-100.0% -$20.17万 清仓
— GABELLI HLTHCARE & WELLNESS $00.00%0 -14,523-100.0% -$13.99万 清仓
JBI JANUS INTERNATIONAL GROUP IN $00.00%0 -15,816-100.0% -$10.34万 清仓
— EAGLE POINT CREDIT COMPANY I $00.00%0 -13,417-100.0% -$7.73万 清仓
— CURIOSITYSTREAM INC $00.00%0 -17,194-100.0% -$6.53万 清仓
— AGILON HEALTH INC $00.00%0 -17,006-100.0% -$1.17万 清仓
— FURY GOLD MINES LIMITED $00.00%0 -18,400-100.0% -$1.09万 清仓