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 |
|---|---|---|---|---|---|---|---|---|
| USRT | ISHARES TR | $1,048.26万 | 0.20% | 177,100 | 76,437 | 75.9% | $452.43万 | 加仓 |
| PAVE | GLOBAL X FDS | $1,037.82万 | 0.20% | 204,254 | -875 | -0.4% | -$4.45万 | 减仓 |
| IFRA | ISHARES TR | $1,034.18万 | 0.20% | 180,801 | 23,560 | 15.0% | $134.76万 | 加仓 |
| — | TIDAL TRUST II | $1,029.56万 | 0.20% | 496,018 | 214,589 | 76.2% | $445.41万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,020.47万 | 0.20% | 116,174 | -3,065 | -2.6% | -$26.92万 | 减仓 |
| QUAL | ISHARES TR | $1,000.74万 | 0.19% | 52,173 | -9,166 | -14.9% | -$175.81万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,000.35万 | 0.19% | 40,924 | -34,256 | -45.6% | -$837.36万 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $999.76万 | 0.19% | 173,630 | 1,379 | 0.8% | $7.94万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $996.37万 | 0.19% | 388,600 | -7,345 | -1.9% | -$18.83万 | 减仓 |
| DRSK | ETF SER SOLUTIONS | $995.87万 | 0.19% | 364,388 | -38,914 | -9.6% | -$106.35万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $988.84万 | 0.19% | 144,822 | 4,625 | 3.3% | $31.58万 | 加仓 |
| SMH | VANECK ETF TRUST | $981.70万 | 0.19% | 25,605 | -2,528 | -9.0% | -$96.92万 | 减仓 |
| VB | VANGUARD INDEX FDS | $972.80万 | 0.19% | 37,141 | 1,533 | 4.3% | $40.15万 | 加仓 |
| IWD | ISHARES TR | $965.32万 | 0.19% | 45,178 | -1,777 | -3.8% | -$37.97万 | 减仓 |
| LLY | ELI LILLY & CO | $947.15万 | 0.18% | 10,298 | -540 | -5.0% | -$49.67万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $933.48万 | 0.18% | 216,433 | 1,806 | 0.8% | $7.79万 | 加仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $925.88万 | 0.18% | 136,884 | -1,005 | -0.7% | -$6.80万 | 减仓 |
| REMX | VANECK ETF TRUST | $919.96万 | 0.18% | 104,541 | 59,860 | 134.0% | $526.77万 | 加仓 |
| IWF | ISHARES TR | $914.91万 | 0.18% | 21,457 | 729 | 3.5% | $31.08万 | 加仓 |
| AVXC | AMERICAN CENTY ETF TR | $905.95万 | 0.18% | 133,954 | 25,309 | 23.3% | $171.17万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $892.57万 | 0.17% | 41,775 | -416 | -1.0% | -$8.89万 | 减仓 |
| TFC | TRUIST FINL CORP | $891.34万 | 0.17% | 193,896 | -8,850 | -4.4% | -$40.68万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $887.84万 | 0.17% | 8,910 | 197 | 2.3% | $19.63万 | 加仓 |
| EFV | ISHARES TR | $883.61万 | 0.17% | 118,845 | -19,927 | -14.4% | -$148.16万 | 减仓 |
| IWY | ISHARES TR | $864.76万 | 0.17% | 34,752 | -43,912 | -55.8% | -$1,092.69万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $862.81万 | 0.17% | 19,754 | -15,733 | -44.3% | -$687.19万 | 减仓 |
| GDE | WISDOMTREE TR | $813.11万 | 0.16% | 129,271 | -6,454 | -4.8% | -$40.60万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $794.69万 | 0.15% | 194,729 | -805 | -0.4% | -$3.29万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $791.65万 | 0.15% | 48,395 | 333 | 0.7% | $5.45万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $772.34万 | 0.15% | 58,115 | -8,380 | -12.6% | -$111.37万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $769.34万 | 0.15% | 47,569 | 257 | 0.5% | $4.16万 | 加仓 |
| CGUI | CAPITAL GRP FIXED INCM ETF T | $760.92万 | 0.15% | 300,995 | 99,199 | 49.2% | $250.78万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $749.23万 | 0.15% | 437,892 | 25,891 | 6.3% | $44.30万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $743.00万 | 0.14% | 12,293 | 27 | 0.2% | $1.63万 | 加仓 |
| CVX | CHEVRON CORPORATION | $726.39万 | 0.14% | 35,108 | 2,169 | 6.6% | $44.88万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $711.41万 | 0.14% | 128,135 | -1,766 | -1.4% | -$9.80万 | 减仓 |
| LOW | LOWES COS INC | $706.73万 | 0.14% | 29,911 | -570 | -1.9% | -$13.47万 | 减仓 |
| CAIE | CALAMOS ETF TR | $705.31万 | 0.14% | 280,552 | 12,640 | 4.7% | $31.78万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $690.76万 | 0.13% | 71,493 | -30,352 | -29.8% | -$293.26万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $687.44万 | 0.13% | 253,201 | 38,420 | 17.9% | $104.31万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $685.52万 | 0.13% | 86,644 | 3,135 | 3.8% | $24.80万 | 加仓 |
| FLOT | ISHARES TR | $684.98万 | 0.13% | 134,442 | 16,121 | 13.6% | $82.14万 | 加仓 |
| — | TIDAL TRUST I | $684.60万 | 0.13% | 213,537 | 189,701 | 795.9% | $608.18万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $672.92万 | 0.13% | 71,405 | -111 | -0.2% | -$1.05万 | 减仓 |
| DGRO | ISHARES TR | $672.65万 | 0.13% | 95,846 | 4,321 | 4.7% | $30.32万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $671.37万 | 0.13% | 64,948 | 1,874 | 3.0% | $19.37万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $666.62万 | 0.13% | 277,988 | 22,389 | 8.8% | $53.69万 | 加仓 |
| VGT | VANGUARD WORLD FD | $659.65万 | 0.13% | 9,454 | 82 | 0.9% | $5.72万 | 加仓 |
| RZV | INVESCO EXCHANGE TRADED FD T | $645.20万 | 0.13% | 51,863 | -22,116 | -29.9% | -$275.13万 | 减仓 |
| SMLF | ISHARES TR | $643.93万 | 0.13% | 85,300 | 1,931 | 2.3% | $14.58万 | 加仓 |
| IWM | ISHARES TR | $638.09万 | 0.12% | 25,729 | 7,200 | 38.9% | $178.56万 | 加仓 |
| ITOT | ISHARES TR | $635.60万 | 0.12% | 44,625 | 16,375 | 58.0% | $233.23万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $635.46万 | 0.12% | 56,682 | -413 | -0.7% | -$4.63万 | 减仓 |
| CSCO | CISCO SYS INC | $619.89万 | 0.12% | 79,893 | 625 | 0.8% | $4.85万 | 加仓 |
| AMGN | AMGEN INC | $609.93万 | 0.12% | 17,335 | -4,846 | -21.8% | -$170.51万 | 减仓 |
| JSI | JANUS DETROIT STR TR | $603.62万 | 0.12% | 117,093 | 6,625 | 6.0% | $34.15万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $598.28万 | 0.12% | 142,584 | -8,917 | -5.9% | -$37.42万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $597.64万 | 0.12% | 117,230 | 4,299 | 3.8% | $21.92万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $595.78万 | 0.12% | 155,069 | -3,371 | -2.1% | -$12.95万 | 减仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $592.19万 | 0.12% | 152,863 | 14,439 | 10.4% | $55.94万 | 加仓 |
| SO | SOUTHERN CO | $570.47万 | 0.11% | 59,104 | -222 | -0.4% | -$2.14万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $570.45万 | 0.11% | 55,314 | 7,049 | 14.6% | $72.70万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $569.53万 | 0.11% | 16,858 | -569 | -3.3% | -$19.22万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $568.23万 | 0.11% | 126,695 | 13,481 | 11.9% | $60.46万 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $566.85万 | 0.11% | 156,545 | 2,162 | 1.4% | $7.83万 | 加仓 |
| IGLB | ISHARES TR | $565.59万 | 0.11% | 113,962 | 4,495 | 4.1% | $22.31万 | 加仓 |
| DSI | ISHARES TR | $559.90万 | 0.11% | 46,200 | -1,158 | -2.4% | -$14.03万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $555.04万 | 0.11% | 56,418 | -8,531 | -13.1% | -$83.93万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $546.56万 | 0.11% | 22,549 | 136 | 0.6% | $3.30万 | 加仓 |
| WM | WASTE MGMT INC DEL | $545.81万 | 0.11% | 23,753 | 496 | 2.1% | $11.40万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $539.32万 | 0.10% | 88,039 | 245 | 0.3% | $1.50万 | 加仓 |
| VAW | VANGUARD WORLD FD | $536.67万 | 0.10% | 23,816 | 862 | 3.8% | $19.42万 | 加仓 |
| WMT | WALMART INC | $536.63万 | 0.10% | 43,179 | -32,911 | -43.3% | -$409.02万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $536.20万 | 0.10% | 114,011 | -2,882 | -2.5% | -$13.55万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $527.51万 | 0.10% | 47,618 | 9,325 | 24.4% | $103.30万 | 加仓 |
| QLD | PROSHARES TR | $522.83万 | 0.10% | 85,710 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $516.35万 | 0.10% | 35,749 | -8 | -0.0% | -$1,156 | 减仓 |
| BFC | BANK FIRST CORP | $504.58万 | 0.10% | 37,359 | -221 | -0.6% | -$2.98万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $502.70万 | 0.10% | 7 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $501.99万 | 0.10% | 205,818 | -146,990 | -41.7% | -$358.51万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $501.60万 | 0.10% | 27,220 | -566 | -2.0% | -$10.43万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $497.95万 | 0.10% | 58,818 | 532 | 0.9% | $4.50万 | 加仓 |
| SSO | PROSHARES TR | $497.62万 | 0.10% | 95,918 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $489.99万 | 0.10% | 105,306 | -614 | -0.6% | -$2.86万 | 减仓 |
| DIS | DISNEY WALT CO | $488.38万 | 0.09% | 50,673 | -1,325 | -2.5% | -$12.77万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $487.01万 | 0.09% | 33,293 | 1,520 | 4.8% | $22.23万 | 加仓 |
| RTX | RTX CORPORATION | $485.03万 | 0.09% | 25,144 | 1,687 | 7.2% | $32.54万 | 加仓 |
| PFE | PFIZER INC | $475.34万 | 0.09% | 169,282 | 10,536 | 6.6% | $29.59万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $474.63万 | 0.09% | 189,097 | -3,093 | -1.6% | -$7.76万 | 减仓 |
| TMFC | RBB FD INC | $471.88万 | 0.09% | 71,529 | 2,243 | 3.2% | $14.80万 | 加仓 |
| — | WISDOMTREE TR | $464.41万 | 0.09% | 123,199 | 110,803 | 893.9% | $417.68万 | 加仓 |
| DVY | ISHARES TR | $456.37万 | 0.09% | 30,141 | 2,834 | 10.4% | $42.91万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $455.26万 | 0.09% | 87,668 | 5,227 | 6.3% | $27.14万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $453.45万 | 0.09% | 18,096 | -2,239 | -11.0% | -$56.11万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $452.58万 | 0.09% | 94,841 | 53,089 | 127.2% | $253.34万 | 加仓 |
| — | WISDOMTREE TR | $451.81万 | 0.09% | 113,663 | -1,035 | -0.9% | -$4.11万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $450.36万 | 0.09% | 9,013 | 241 | 2.7% | $12.04万 | 加仓 |
| MRK | MERCK & CO INC | $449.71万 | 0.09% | 37,385 | 905 | 2.5% | $10.89万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $449.63万 | 0.09% | 89,568 | 12,880 | 16.8% | $64.66万 | 加仓 |
| NFLX | NETFLIX INC. | $447.60万 | 0.09% | 46,552 | 568 | 1.2% | $5.46万 | 加仓 |