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 |
|---|---|---|---|---|---|---|---|---|
| ET | ENERGY TRANSFER L P | $269.20万 | 0.05% | 139,481 | 914 | 0.7% | $1.76万 | 加仓 |
| VIS | VANGUARD WORLD FD | $268.79万 | 0.05% | 8,609 | 5,856 | 212.7% | $182.84万 | 加仓 |
| ORCL | ORACLE CORP | $268.24万 | 0.05% | 18,234 | -24,322 | -57.2% | -$357.81万 | 减仓 |
| LVHD | LEGG MASON ETF INVT | $267.10万 | 0.05% | 62,759 | -810 | -1.3% | -$3.45万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $267.07万 | 0.05% | 86,264 | -14,648 | -14.5% | -$45.35万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $266.66万 | 0.05% | 124,084 | 58,129 | 88.1% | $124.92万 | 加仓 |
| GUNR | FLEXSHARES TR | $265.96万 | 0.05% | 48,216 | -2,631 | -5.2% | -$14.51万 | 减仓 |
| IWR | ISHARES TR | $264.99万 | 0.05% | 27,254 | 3,741 | 15.9% | $36.37万 | 加仓 |
| MGK | VANGUARD WORLD FD | $264.79万 | 0.05% | 7,206 | 65 | 0.9% | $2.39万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $260.92万 | 0.05% | 43,021 | 7,240 | 20.2% | $43.91万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $260.57万 | 0.05% | 52,736 | 702 | 1.3% | $3.47万 | 加仓 |
| CB | CHUBB LTD SWITZ | $260.23万 | 0.05% | 7,984 | 272 | 3.5% | $8.87万 | 加仓 |
| O | REALTY INCOME CORP | $259.36万 | 0.05% | 42,393 | 10,115 | 31.3% | $61.88万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $254.23万 | 0.05% | 16,493 | 2,788 | 20.3% | $42.98万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $253.81万 | 0.05% | 17,312 | -433 | -2.4% | -$6.35万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $253.52万 | 0.05% | 49,955 | 13,827 | 38.3% | $70.17万 | 加仓 |
| REET | ISHARES TR | $252.68万 | 0.05% | 100,470 | 100,470 | — | $252.68万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $251.93万 | 0.05% | 15,714 | 393 | 2.6% | $6.30万 | 加仓 |
| INTC | INTEL CORP | $250.73万 | 0.05% | 56,817 | 898 | 1.6% | $3.96万 | 加仓 |
| FRDM | EA SERIES TRUST | $248.61万 | 0.05% | 45,492 | 1,036 | 2.3% | $5.66万 | 加仓 |
| ALAB | ASTERA LABS INC | $248.18万 | 0.05% | 22,644 | -5,910 | -20.7% | -$64.77万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $247.25万 | 0.05% | 81,818 | -14,628 | -15.2% | -$44.21万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $246.45万 | 0.05% | 8,825 | -5 | -0.1% | -$1,396 | 减仓 |
| BX | BLACKSTONE INC | $244.96万 | 0.05% | 21,302 | -1,990 | -8.5% | -$22.88万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $244.25万 | 0.05% | 98,487 | 5,451 | 5.9% | $13.52万 | 加仓 |
| PEP | PEPSICO INC | $242.66万 | 0.05% | 15,626 | 3,444 | 28.3% | $53.48万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $242.24万 | 0.05% | 51,452 | 3,607 | 7.5% | $16.98万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $239.82万 | 0.05% | 57,899 | 67 | 0.1% | $2,775 | 加仓 |
| — | GLOBAL X FDS | $239.52万 | 0.05% | 64,265 | 267 | 0.4% | $9,951 | 加仓 |
| DCRE | DOUBLELINE ETF TRUST | $239.09万 | 0.05% | 46,014 | 2,822 | 6.5% | $14.66万 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $238.52万 | 0.05% | 37,304 | 1,563 | 4.4% | $9.99万 | 加仓 |
| USMV | ISHARES TR | $237.79万 | 0.05% | 25,641 | 9,628 | 60.1% | $89.29万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $237.42万 | 0.05% | 50,613 | -5,435 | -9.7% | -$25.50万 | 减仓 |
| CRM | SALESFORCE INC | $237.08万 | 0.05% | 12,700 | -163 | -1.3% | -$3.04万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $236.90万 | 0.05% | 6,068 | 357 | 6.3% | $13.94万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $236.84万 | 0.05% | 22,007 | -80,697 | -78.6% | -$868.48万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $236.34万 | 0.05% | 25,213 | -4,318 | -14.6% | -$40.48万 | 减仓 |
| AZN | ASTRAZENECA PLC | $235.53万 | 0.05% | 11,943 | 11,943 | — | $235.53万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $232.45万 | 0.05% | 8,591 | -310 | -3.5% | -$8.39万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $231.97万 | 0.05% | 6,759 | 168 | 2.5% | $5.77万 | 加仓 |
| WPC | WP CAREY INC | $231.05万 | 0.04% | 33,997 | -384 | -1.1% | -$2.61万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $230.65万 | 0.04% | 3,740 | -24 | -0.6% | -$1.48万 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $228.69万 | 0.04% | 24,519 | 59 | 0.2% | $5,503 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $228.64万 | 0.04% | 2,703 | -23 | -0.8% | -$1.95万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $227.22万 | 0.04% | 29,468 | 7,277 | 32.8% | $56.11万 | 加仓 |
| IGV | ISHARES TR | $225.54万 | 0.04% | 28,175 | 1 | 0.0% | $80 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $223.64万 | 0.04% | 6,618 | -736 | -10.0% | -$24.87万 | 减仓 |
| FDV | FEDERATED HERMES ETF TRUST | $221.65万 | 0.04% | 71,965 | 28,462 | 65.4% | $87.66万 | 加仓 |
| — | SPDR INDEX SHS FDS | $220.23万 | 0.04% | 15,386 | -23 | -0.1% | -$3,292 | 减仓 |
| IXN | ISHARES TR | $220.18万 | 0.04% | 22,024 | -137 | -0.6% | -$1.37万 | 减仓 |
| IVW | ISHARES TR | $216.97万 | 0.04% | 19,182 | -1,532 | -7.4% | -$17.33万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $216.21万 | 0.04% | 4,842 | -417 | -7.9% | -$18.62万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $214.20万 | 0.04% | 7,258 | -298 | -3.9% | -$8.79万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $214.14万 | 0.04% | 34,164 | -1,243 | -3.5% | -$7.79万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $213.36万 | 0.04% | 73,369 | -8,147 | -10.0% | -$23.69万 | 减仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $211.62万 | 0.04% | 94,095 | 8,372 | 9.8% | $18.83万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $211.53万 | 0.04% | 16,797 | -257 | -1.5% | -$3.24万 | 减仓 |
| VHT | VANGUARD WORLD FD | $210.66万 | 0.04% | 7,735 | 16 | 0.2% | $4,357 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $209.47万 | 0.04% | 15,980 | 1,721 | 12.1% | $22.56万 | 加仓 |
| — | SPROTT FDS TR | $206.64万 | 0.04% | 76,846 | 76,846 | — | $206.64万 | 新建仓 |
| IVE | ISHARES TR | $206.26万 | 0.04% | 9,768 | -1,093 | -10.1% | -$23.08万 | 减仓 |
| SNOW | SNOWFLAKE INC | $205.36万 | 0.04% | 13,616 | -1,933 | -12.4% | -$29.15万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $205.32万 | 0.04% | 20,497 | -3,335 | -14.0% | -$33.41万 | 减仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $205.20万 | 0.04% | 84,757 | 10,349 | 13.9% | $25.05万 | 加仓 |
| IWV | ISHARES TR | $202.26万 | 0.04% | 5,457 | 1,231 | 29.1% | $45.63万 | 加仓 |
| PFF | ISHARES TR | $200.96万 | 0.04% | 66,281 | 1,608 | 2.5% | $4.88万 | 加仓 |
| XBIL | RBB FD INC | $200.64万 | 0.04% | 40,104 | -600 | -1.5% | -$3.00万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $200.03万 | 0.04% | 55,626 | 1,658 | 3.1% | $5.96万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $199.36万 | 0.04% | 4,784 | -64 | -1.3% | -$2.67万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $197.57万 | 0.04% | 50,044 | 2,005 | 4.2% | $7.92万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $197.01万 | 0.04% | 33,375 | 4,055 | 13.8% | $23.94万 | 加仓 |
| C | CITIGROUP INC | $196.56万 | 0.04% | 17,332 | -1,399 | -7.5% | -$15.87万 | 减仓 |
| BOND | PIMCO ETF TR | $196.50万 | 0.04% | 21,294 | -288 | -1.3% | -$2.66万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $196.24万 | 0.04% | 75,128 | -2,178 | -2.8% | -$5.69万 | 减仓 |
| TXN | TEXAS INSTRS INC | $195.65万 | 0.04% | 10,078 | 2,626 | 35.2% | $50.98万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $195.13万 | 0.04% | 26,498 | 7,047 | 36.2% | $51.89万 | 加仓 |
| VV | VANGUARD INDEX FDS | $193.35万 | 0.04% | 6,470 | 87 | 1.4% | $2.60万 | 加仓 |
| MCK | MCKESSON CORP | $192.71万 | 0.04% | 2,227 | 354 | 18.9% | $30.63万 | 加仓 |
| RAAX | VANECK ETF TRUST | $190.39万 | 0.04% | 46,766 | 6,622 | 16.5% | $26.96万 | 加仓 |
| — | SELECT SECTOR SPDR TR | $190.21万 | 0.04% | 67,254 | 67,254 | — | $190.21万 | 新建仓 |
| GRMN | GARMIN LTD | $188.08万 | 0.04% | 8,107 | 125 | 1.6% | $2.90万 | 加仓 |
| STOT | SSGA ACTIVE TR | $188.01万 | 0.04% | 39,892 | 721 | 1.8% | $3.40万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $186.96万 | 0.04% | 34,591 | -2,652 | -7.1% | -$14.33万 | 减仓 |
| TLT | ISHARES TR | $184.33万 | 0.04% | 21,263 | -1,056 | -4.7% | -$9.15万 | 减仓 |
| UTWO | RBB FD INC | $184.11万 | 0.04% | 38,133 | 1,479 | 4.0% | $7.14万 | 加仓 |
| SDY | SPDR SERIES TRUST | $179.54万 | 0.03% | 12,303 | 76 | 0.6% | $1.11万 | 加仓 |
| ESML | ISHARES TR | $177.71万 | 0.03% | 37,795 | -1,883 | -4.7% | -$8.85万 | 减仓 |
| OBIL | RBB FD INC | $177.68万 | 0.03% | 35,483 | 1,370 | 4.0% | $6.86万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $177.56万 | 0.03% | 17,624 | 853 | 5.1% | $8.59万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $177.04万 | 0.03% | 10,207 | 189 | 1.9% | $3.28万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $176.46万 | 0.03% | 15,917 | 1,709 | 12.0% | $18.95万 | 加仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $174.63万 | 0.03% | 58,641 | 10,996 | 23.1% | $32.75万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $174.45万 | 0.03% | 23,363 | -1,656 | -6.6% | -$12.37万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $172.86万 | 0.03% | 38,654 | 210 | 0.5% | $9,391 | 加仓 |
| BOXX | EA SERIES TRUST | $172.59万 | 0.03% | 14,841 | -4,090 | -21.6% | -$47.56万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $170.52万 | 0.03% | 3,699 | -837 | -18.5% | -$38.58万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $170.02万 | 0.03% | 108,638 | 84,625 | 352.4% | $132.44万 | 加仓 |
| PSX | PHILLIPS 66 | $166.31万 | 0.03% | 9,129 | -25 | -0.3% | -$4,554 | 减仓 |
| ALLW | SSGA ACTIVE TR | $166.22万 | 0.03% | 57,617 | 41,694 | 261.8% | $120.29万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $163.68万 | 0.03% | 48,340 | 38,311 | 382.0% | $129.72万 | 加仓 |