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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | $1,065.42万 | 0.20% | 43,948 | -1,230 | -2.7% | -$29.82万 | 减仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $1,062.14万 | 0.20% | 135,685 | -1,199 | -0.9% | -$9.39万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,060.84万 | 0.20% | 360,461 | -28,139 | -7.2% | -$82.81万 | 减仓 |
| IWF | ISHARES TR | $1,056.45万 | 0.20% | 85,081 | -747 | -0.9% | -$9.28万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $1,021.16万 | 0.19% | 223,449 | 7,016 | 3.2% | $32.06万 | 加仓 |
| REMX | VANECK ETF TRUST | $1,012.78万 | 0.19% | 114,439 | 9,898 | 9.5% | $87.60万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $1,007.59万 | 0.19% | 190,542 | -4,187 | -2.2% | -$22.14万 | 减仓 |
| IWY | ISHARES TR | $994.09万 | 0.19% | 34,206 | -546 | -1.6% | -$15.87万 | 减仓 |
| DRSK | ETF SER SOLUTIONS | $983.09万 | 0.19% | 341,944 | -22,444 | -6.2% | -$64.53万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $972.23万 | 0.18% | 51,030 | -7,085 | -12.2% | -$134.98万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $964.51万 | 0.18% | 37,978 | -2,946 | -7.2% | -$74.82万 | 减仓 |
| META | META PLATFORMS INC | $959.79万 | 0.18% | 17,039 | -1,973 | -10.4% | -$111.14万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $959.56万 | 0.18% | 59,401 | 2,719 | 4.8% | $43.92万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $958.67万 | 0.18% | 49,996 | 1,601 | 3.3% | $30.70万 | 加仓 |
| V | VISA INC | $955.53万 | 0.18% | 27,851 | -12,579 | -31.1% | -$431.57万 | 减仓 |
| SLV | ISHARES SILVER TR | $952.76万 | 0.18% | 178,186 | -13,334 | -7.0% | -$71.30万 | 减仓 |
| EFV | ISHARES TR | $922.58万 | 0.17% | 120,520 | 1,675 | 1.4% | $12.82万 | 加仓 |
| TFC | TRUIST FINL CORP | $922.28万 | 0.17% | 185,123 | -8,773 | -4.5% | -$43.71万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $910.50万 | 0.17% | 105,700 | -12,824 | -10.8% | -$110.47万 | 减仓 |
| VGT | VANGUARD WORLD FD | $888.13万 | 0.17% | 74,308 | -1,324 | -1.8% | -$15.82万 | 减仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $873.58万 | 0.17% | 255,919 | 255,919 | — | $873.58万 | 新建仓 |
| CSCO | CISCO SYS INC | $872.06万 | 0.17% | 74,243 | -5,650 | -7.1% | -$66.36万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $838.40万 | 0.16% | 70,377 | -1,116 | -1.6% | -$13.29万 | 减仓 |
| GDE | WISDOMTREE TR | $825.03万 | 0.16% | 135,041 | 5,770 | 4.5% | $35.25万 | 加仓 |
| QLD | PROSHARES TR | $821.11万 | 0.16% | 84,860 | -850 | -1.0% | -$8.22万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $817.58万 | 0.16% | 14,074 | -3,158 | -18.3% | -$183.45万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $814.16万 | 0.15% | 132,470 | 4,335 | 3.4% | $26.64万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $813.47万 | 0.15% | 87,489 | 845 | 1.0% | $7.86万 | 加仓 |
| CAIE | CALAMOS ETF TR | $802.52万 | 0.15% | 294,935 | 14,383 | 5.1% | $39.14万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $788.16万 | 0.15% | 324,211 | 46,223 | 16.6% | $112.37万 | 加仓 |
| RZV | INVESCO EXCHANGE TRADED FD T | $780.20万 | 0.15% | 52,341 | 478 | 0.9% | $7.13万 | 加仓 |
| SMLF | ISHARES TR | $779.07万 | 0.15% | 87,399 | 2,099 | 2.5% | $18.71万 | 加仓 |
| FLOT | ISHARES TR | $772.90万 | 0.15% | 151,400 | 16,958 | 12.6% | $86.57万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $757.18万 | 0.14% | 24,992 | -52,013 | -67.5% | -$1,575.83万 | 减仓 |
| ARTY | ISHARES TR | $744.32万 | 0.14% | 97,731 | -7,575 | -7.2% | -$57.69万 | 减仓 |
| SOXX | ISHARES TR | $735.16万 | 0.14% | 11,473 | -1,714 | -13.0% | -$109.83万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $729.44万 | 0.14% | 436,792 | -1,100 | -0.3% | -$1.84万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $724.94万 | 0.14% | 73,823 | 2,418 | 3.4% | $23.74万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $719.83万 | 0.14% | 142,568 | -168,737 | -54.2% | -$851.95万 | 减仓 |
| DGRO | ISHARES TR | $713.79万 | 0.14% | 94,180 | -1,666 | -1.7% | -$12.63万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $708.00万 | 0.13% | 257,734 | 4,533 | 1.8% | $12.45万 | 加仓 |
| ITOT | ISHARES TR | $706.27万 | 0.13% | 42,994 | -1,631 | -3.7% | -$26.79万 | 减仓 |
| DSI | ISHARES TR | $705.69万 | 0.13% | 49,560 | 3,360 | 7.3% | $47.84万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $704.77万 | 0.13% | 64,351 | 9,037 | 16.3% | $98.97万 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $688.67万 | 0.13% | 151,556 | -4,989 | -3.2% | -$22.67万 | 减仓 |
| INTC | INTEL CORP | $669.63万 | 0.13% | 47,957 | -8,860 | -15.6% | -$123.71万 | 减仓 |
| EFA | ISHARES TR | $662.16万 | 0.13% | 63,743 | -58,832 | -48.0% | -$611.14万 | 减仓 |
| SSO | PROSHARES TR | $639.69万 | 0.12% | 94,938 | -980 | -1.0% | -$6.60万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $619.08万 | 0.12% | 67,325 | 67,325 | — | $619.08万 | 新建仓 |
| DIVO | AMPLIFY ETF TR | $618.67万 | 0.12% | 135,377 | 8,682 | 6.9% | $39.68万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $616.42万 | 0.12% | 138,584 | -16,485 | -10.6% | -$73.33万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $609.50万 | 0.12% | 21,674 | -875 | -3.9% | -$24.61万 | 减仓 |
| — | TIDAL TRUST I | $606.38万 | 0.11% | 198,552 | -14,985 | -7.0% | -$45.76万 | 减仓 |
| LOW | LOWES COS INC | $600.62万 | 0.11% | 27,240 | -2,671 | -8.9% | -$58.89万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $597.72万 | 0.11% | 6,390 | -2,520 | -28.3% | -$235.72万 | 减仓 |
| VAW | VANGUARD WORLD FD | $582.10万 | 0.11% | 25,443 | 1,627 | 6.8% | $37.22万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $578.18万 | 0.11% | 17,268 | -828 | -4.6% | -$27.72万 | 减仓 |
| CARY | ANGEL OAK FUNDS TRUST | $571.28万 | 0.11% | 274,920 | 88,039 | 47.1% | $182.95万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $569.34万 | 0.11% | 69,483 | -159,501 | -69.7% | -$1,306.94万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $567.12万 | 0.11% | 52,755 | -3,663 | -6.5% | -$39.38万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $565.12万 | 0.11% | 107,970 | 20,302 | 23.2% | $106.26万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $562.59万 | 0.11% | 11,043 | -1,250 | -10.2% | -$63.68万 | 减仓 |
| AMGN | AMGEN INC | $556.21万 | 0.11% | 15,360 | -1,975 | -11.4% | -$71.52万 | 减仓 |
| — | WISDOMTREE TR | $555.50万 | 0.11% | 114,276 | 613 | 0.5% | $2.98万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $555.42万 | 0.11% | 108,896 | 103,787 | 2,031.5% | $529.36万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $555.18万 | 0.11% | 58,799 | -19 | -0.0% | -$1,794 | 减仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $552.01万 | 0.10% | 141,018 | -11,845 | -7.7% | -$46.37万 | 减仓 |
| GLW | CORNING INC | $545.97万 | 0.10% | 21,374 | -440 | -2.0% | -$11.24万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $541.97万 | 0.10% | 48,013 | -16,935 | -26.1% | -$191.16万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $541.21万 | 0.10% | 112,331 | -1,680 | -1.5% | -$8.09万 | 减仓 |
| TMFC | RBB FD INC | $531.69万 | 0.10% | 69,812 | -1,717 | -2.4% | -$13.08万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $529.67万 | 0.10% | 15,532 | -182 | -1.2% | -$6.21万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $527.20万 | 0.10% | 31,878 | 815 | 2.6% | $13.48万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $525.44万 | 0.10% | 113,879 | -28,705 | -20.1% | -$132.45万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $524.20万 | 0.10% | 7 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $520.29万 | 0.10% | 23,344 | -409 | -1.7% | -$9.12万 | 减仓 |
| IWM | ISHARES TR | $517.68万 | 0.10% | 17,230 | -8,499 | -33.0% | -$255.35万 | 减仓 |
| CVX | CHEVRON CORPORATION | $512.54万 | 0.10% | 30,920 | -4,188 | -11.9% | -$69.42万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $509.94万 | 0.10% | 91,765 | 5,187 | 6.0% | $28.82万 | 加仓 |
| PULS | PGIM ETF TR | $499.86万 | 0.09% | 100,879 | -295,807 | -74.6% | -$1,465.73万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $489.27万 | 0.09% | 264,044 | 32,983 | 14.3% | $61.12万 | 加仓 |
| SO | SOUTHERN CO | $485.92万 | 0.09% | 50,770 | -8,334 | -14.1% | -$79.76万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $476.76万 | 0.09% | 24,128 | -3,092 | -11.4% | -$61.10万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $474.23万 | 0.09% | 89,292 | 1,253 | 1.4% | $6.65万 | 加仓 |
| GE | GE AEROSPACE | $466.12万 | 0.09% | 12,472 | -621 | -4.7% | -$23.21万 | 减仓 |
| IEMG | ISHARES INC | $466.11万 | 0.09% | 56,266 | 2,078 | 3.8% | $17.21万 | 加仓 |
| RSSB | TIDAL TRUST II | $463.65万 | 0.09% | 150,731 | 8,860 | 6.2% | $27.25万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $462.25万 | 0.09% | 159,615 | -29,482 | -15.6% | -$85.38万 | 减仓 |
| — | PROSHARES TR | $453.20万 | 0.09% | 67,410 | -670 | -1.0% | -$4.50万 | 减仓 |
| MRK | MERCK & CO INC | $448.11万 | 0.08% | 34,872 | -2,513 | -6.7% | -$32.29万 | 减仓 |
| BILS | SPDR SERIES TRUST | $447.75万 | 0.08% | 45,054 | 377 | 0.8% | $3.75万 | 加仓 |
| DIS | DISNEY WALT CO | $446.34万 | 0.08% | 46,373 | -4,300 | -8.5% | -$41.39万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $446.02万 | 0.08% | 14,561 | 726 | 5.2% | $22.24万 | 加仓 |
| WMT | WALMART INC | $443.85万 | 0.08% | 39,188 | -3,991 | -9.2% | -$45.20万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $442.16万 | 0.08% | 5,794 | -274 | -4.5% | -$20.91万 | 减仓 |
| RTX | RTX CORPORATION | $438.61万 | 0.08% | 23,118 | -2,026 | -8.1% | -$38.44万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $437.94万 | 0.08% | 46,172 | 2,406 | 5.5% | $22.82万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $437.64万 | 0.08% | 29,844 | -5,905 | -16.5% | -$86.59万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $433.00万 | 0.08% | 8,431 | -582 | -6.5% | -$29.89万 | 减仓 |
| KEY | KEYCORP | $432.75万 | 0.08% | 187,745 | 3,291 | 1.8% | $7.59万 | 加仓 |