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 |
|---|---|---|---|---|---|---|---|---|
| RSPA | INVESCO ACTIVELY MANAGED EXC | $447.43万 | 0.09% | 89,495 | 14,040 | 18.6% | $70.19万 | 加仓 |
| BILS | SPDR SERIES TRUST | $444.27万 | 0.09% | 44,677 | -627 | -1.4% | -$6.23万 | 减仓 |
| TBIL | RBB FD INC | $442.82万 | 0.09% | 88,812 | -6,864 | -7.2% | -$34.22万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $441.65万 | 0.09% | 96,241 | 46,342 | 92.9% | $212.66万 | 加仓 |
| SOXX | ISHARES TR | $433.41万 | 0.08% | 13,187 | 875 | 7.1% | $28.76万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $433.24万 | 0.08% | 86,578 | 7,597 | 9.6% | $38.02万 | 加仓 |
| — | HONEYWELL INTL INC | $432.24万 | 0.08% | 19,123 | 975 | 5.4% | $22.04万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $425.24万 | 0.08% | 47,941 | -78,685 | -62.1% | -$697.93万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $425.02万 | 0.08% | 56,526 | 28,860 | 104.3% | $217.00万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $416.37万 | 0.08% | 231,061 | 2,530 | 1.1% | $4.56万 | 加仓 |
| BIL | SPDR SERIES TRUST | $414.95万 | 0.08% | 45,281 | -10,139 | -18.3% | -$92.91万 | 减仓 |
| DTH | WISDOMTREE TR | $414.13万 | 0.08% | 76,563 | -2,568 | -3.2% | -$13.89万 | 减仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $394.11万 | 0.08% | 207,424 | 12,223 | 6.3% | $23.22万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $392.21万 | 0.08% | 116,142 | 1,398 | 1.2% | $4.72万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $392.18万 | 0.08% | 18,052 | -1,043 | -5.5% | -$22.66万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $389.82万 | 0.08% | 65,209 | -5,256 | -7.5% | -$31.42万 | 减仓 |
| CARY | ANGEL OAK FUNDS TRUST | $388.21万 | 0.08% | 186,881 | 13,302 | 7.7% | $27.63万 | 加仓 |
| RSSB | TIDAL TRUST II | $386.03万 | 0.08% | 141,871 | 19,023 | 15.5% | $51.76万 | 加仓 |
| PFXF | VANECK ETF TRUST | $383.57万 | 0.07% | 218,685 | 5,765 | 2.7% | $10.11万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $379.80万 | 0.07% | 34,087 | 70 | 0.2% | $7,800 | 加仓 |
| IEMG | ISHARES INC | $377.96万 | 0.07% | 54,188 | 31,446 | 138.3% | $219.34万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $376.78万 | 0.07% | 74,447 | -104 | -0.1% | -$5,263 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $374.67万 | 0.07% | 75,100 | -8,272 | -9.9% | -$41.27万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $374.37万 | 0.07% | 45,666 | -4,202 | -8.4% | -$34.45万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $372.66万 | 0.07% | 43,766 | -2,375 | -5.1% | -$20.22万 | 减仓 |
| — | CAMBRIA ETF TR | $371.65万 | 0.07% | 147,832 | 8,521 | 6.1% | $21.42万 | 加仓 |
| GE | GE AEROSPACE | $371.55万 | 0.07% | 13,093 | -2,528 | -16.2% | -$71.74万 | 减仓 |
| KO | COCA COLA CO | $370.97万 | 0.07% | 48,780 | 2,903 | 6.3% | $22.08万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $370.10万 | 0.07% | 22,784 | 22,784 | — | $370.10万 | 新建仓 |
| MO | ALTRIA GROUP INC | $370.08万 | 0.07% | 56,082 | 12,059 | 27.4% | $79.58万 | 加仓 |
| KEY | KEYCORP | $369.83万 | 0.07% | 184,454 | 1,497 | 0.8% | $3.00万 | 加仓 |
| MCD | MCDONALDS CORP | $368.52万 | 0.07% | 11,857 | 727 | 6.5% | $22.60万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $363.82万 | 0.07% | 67,387 | 13,031 | 24.0% | $70.35万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $362.81万 | 0.07% | 95,880 | 909 | 1.0% | $3.44万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $361.70万 | 0.07% | 74,027 | 6,334 | 9.4% | $30.95万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $361.25万 | 0.07% | 32,934 | 6,402 | 24.1% | $70.22万 | 加仓 |
| DES | WISDOMTREE TR | $359.97万 | 0.07% | 100,160 | -2,788 | -2.7% | -$10.02万 | 减仓 |
| IGSB | ISHARES TR | $358.04万 | 0.07% | 68,121 | 22,183 | 48.3% | $116.59万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $357.18万 | 0.07% | 91,679 | 73,526 | 405.0% | $286.46万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $356.03万 | 0.07% | 13,835 | 1,144 | 9.0% | $29.44万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $354.54万 | 0.07% | 95,307 | 23,105 | 32.0% | $85.95万 | 加仓 |
| FDX | FEDEX CORP | $354.51万 | 0.07% | 9,953 | 2 | 0.0% | $712 | 加仓 |
| CALF | PACER FDS TR | $353.53万 | 0.07% | 78,790 | 5,171 | 7.0% | $23.20万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $352.55万 | 0.07% | 98,726 | -3,678 | -3.6% | -$13.13万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $350.55万 | 0.07% | 17,232 | 941 | 5.8% | $19.14万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $348.45万 | 0.07% | 25,191 | 286 | 1.1% | $3.96万 | 加仓 |
| BAC | BANK AMERICA CORP | $348.33万 | 0.07% | 71,452 | -1,442 | -2.0% | -$7.03万 | 减仓 |
| HYD | VANECK ETF TRUST | $348.17万 | 0.07% | 69,440 | 9,364 | 15.6% | $46.95万 | 加仓 |
| CMI | CUMMINS INC | $347.64万 | 0.07% | 6,461 | -124 | -1.9% | -$6.67万 | 减仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $347.20万 | 0.07% | 66,526 | 3,496 | 5.5% | $18.25万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $345.96万 | 0.07% | 78,592 | 1,075 | 1.4% | $4.73万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $343.82万 | 0.07% | 89,489 | 10,116 | 12.7% | $38.87万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $341.18万 | 0.07% | 3,811 | -12 | -0.3% | -$1.07万 | 减仓 |
| EEM | ISHARES TR | $340.35万 | 0.07% | 59,931 | -1,541 | -2.5% | -$8.75万 | 减仓 |
| MMM | 3M CO | $340.24万 | 0.07% | 23,428 | 117 | 0.5% | $1.70万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $339.22万 | 0.07% | 24,339 | 4,792 | 24.5% | $66.79万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $338.71万 | 0.07% | 36,468 | 7,875 | 27.5% | $73.14万 | 加仓 |
| ETN | EATON CORP PLC | $335.39万 | 0.07% | 9,377 | 57 | 0.6% | $2.04万 | 加仓 |
| IAU | ISHARES GOLD TR | $335.20万 | 0.07% | 38,022 | 6,104 | 19.1% | $53.81万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $333.31万 | 0.06% | 31,063 | 849 | 2.8% | $9.11万 | 加仓 |
| DE | DEERE & CO | $327.94万 | 0.06% | 5,822 | 383 | 7.0% | $21.57万 | 加仓 |
| NOW | SERVICENOW INC | $319.74万 | 0.06% | 30,582 | -5,955 | -16.3% | -$62.26万 | 减仓 |
| — | PROSHARES TR | $317.73万 | 0.06% | 68,080 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $316.75万 | 0.06% | 20,421 | -15,090 | -42.5% | -$234.06万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $309.71万 | 0.06% | 30,166 | 404 | 1.4% | $4.15万 | 加仓 |
| — | GAMCO NAT RES GOLD & INCOME | $307.41万 | 0.06% | 368,158 | -67,397 | -15.5% | -$56.28万 | 减仓 |
| DON | WISDOMTREE TR | $306.72万 | 0.06% | 58,378 | -522 | -0.9% | -$2.74万 | 减仓 |
| SYK | STRYKER CORPORATION | $304.26万 | 0.06% | 9,260 | -68 | -0.7% | -$2.23万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $302.96万 | 0.06% | 119,651 | 7,130 | 6.3% | $18.05万 | 加仓 |
| SHY | ISHARES TR | $301.57万 | 0.06% | 36,523 | 48 | 0.1% | $3,963 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $301.00万 | 0.06% | 60,430 | 5,141 | 9.3% | $25.61万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $300.64万 | 0.06% | 22,960 | 159 | 0.7% | $2.08万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $300.25万 | 0.06% | 85,688 | -53,001 | -38.2% | -$185.72万 | 减仓 |
| MS | MORGAN STANLEY | $298.48万 | 0.06% | 18,137 | 1,228 | 7.3% | $20.21万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $298.33万 | 0.06% | 20,572 | -3,685 | -15.2% | -$53.44万 | 减仓 |
| JSML | JANUS DETROIT STR TR | $296.93万 | 0.06% | 42,401 | 9,729 | 29.8% | $68.13万 | 加仓 |
| GLW | CORNING INC | $296.60万 | 0.06% | 21,814 | -2,488 | -10.2% | -$33.83万 | 减仓 |
| GEV | GE VERNOVA INC | $292.69万 | 0.06% | 3,353 | -566 | -14.4% | -$49.41万 | 减仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $292.27万 | 0.06% | 72,039 | 194 | 0.3% | $7,871 | 加仓 |
| VBK | VANGUARD INDEX FDS | $292.01万 | 0.06% | 9,661 | 1,536 | 18.9% | $46.43万 | 加仓 |
| EMR | EMERSON ELEC CO | $291.56万 | 0.06% | 22,253 | 202 | 0.9% | $2.65万 | 加仓 |
| GXC | SPDR INDEX SHS FDS | $289.74万 | 0.06% | 31,115 | -451 | -1.4% | -$4.20万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $289.69万 | 0.06% | 68,614 | -61,740 | -47.4% | -$260.67万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $287.99万 | 0.06% | 115,796 | 36,499 | 46.0% | $90.77万 | 加仓 |
| MLPX | GLOBAL X FDS | $287.97万 | 0.06% | 38,946 | 1,998 | 5.4% | $14.77万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $284.77万 | 0.06% | 143,099 | 143,099 | — | $284.77万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $283.58万 | 0.06% | 84,551 | -3,125 | -3.6% | -$10.48万 | 减仓 |
| CSHI | NEOS ETF TRUST | $282.82万 | 0.05% | 56,814 | 1,821 | 3.3% | $9.06万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $282.68万 | 0.05% | 17,097 | 3,569 | 26.4% | $59.01万 | 加仓 |
| MCO | MOODYS CORP | $282.35万 | 0.05% | 6,472 | -158 | -2.4% | -$6.89万 | 减仓 |
| UTEN | RBB FD INC | $278.60万 | 0.05% | 63,898 | 52,916 | 481.8% | $230.72万 | 加仓 |
| PGR | PROGRESSIVE CORP | $278.06万 | 0.05% | 14,027 | 369 | 2.7% | $7.31万 | 加仓 |
| KOMP | SPDR SERIES TRUST | $277.69万 | 0.05% | 47,487 | 162 | 0.3% | $9,473 | 加仓 |
| — | SELECT SECTOR SPDR TR | $277.59万 | 0.05% | 117,435 | 117,435 | — | $277.59万 | 新建仓 |
| QCOM | QUALCOMM INC | $276.89万 | 0.05% | 21,501 | 949 | 4.6% | $12.22万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $276.42万 | 0.05% | 10,045 | -251 | -2.4% | -$6.91万 | 减仓 |
| HEFA | ISHARES TR | $273.90万 | 0.05% | 64,455 | 1,816 | 2.9% | $7.72万 | 加仓 |
| BA | BOEING CO | $273.49万 | 0.05% | 13,741 | -120 | -0.9% | -$2.39万 | 减仓 |
| T | AT&T INC | $272.65万 | 0.05% | 94,049 | 385 | 0.4% | $1.12万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $269.57万 | 0.05% | 76,322 | 545 | 0.7% | $1.92万 | 加仓 |