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 |
|---|---|---|---|---|---|---|---|---|
| CTAS | CINTAS CORP | $163.13万 | 0.03% | 9,645 | 407 | 4.4% | $6.88万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $161.70万 | 0.03% | 33,737 | 6,808 | 25.3% | $32.63万 | 加仓 |
| AMAT | APPLIED MATLS INC | $159.17万 | 0.03% | 4,657 | -119 | -2.5% | -$4.07万 | 减仓 |
| EXC | EXELON CORP | $158.54万 | 0.03% | 32,341 | -797 | -2.4% | -$3.91万 | 减仓 |
| DTCR | GLOBAL X FDS | $157.78万 | 0.03% | 65,851 | -819 | -1.2% | -$1.96万 | 减仓 |
| SMIG | ETF SER SOLUTIONS | $156.34万 | 0.03% | 53,266 | -1,105 | -2.0% | -$3.24万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $156.08万 | 0.03% | 25,962 | -7,246 | -21.8% | -$43.56万 | 减仓 |
| ITA | ISHARES TR | $155.56万 | 0.03% | 7,111 | 212 | 3.1% | $4.64万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $154.76万 | 0.03% | 30,983 | 15,388 | 98.7% | $76.86万 | 加仓 |
| ICOW | PACER FDS TR | $154.30万 | 0.03% | 36,357 | 1,290 | 3.7% | $5.47万 | 加仓 |
| OEF | ISHARES TR | $154.25万 | 0.03% | 4,850 | 190 | 4.1% | $6.04万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $153.43万 | 0.03% | 7,373 | -86 | -1.2% | -$1.79万 | 减仓 |
| ILMN | ILLUMINA INC | $152.90万 | 0.03% | 12,405 | 1,366 | 12.4% | $16.84万 | 加仓 |
| IBB | ISHARES TR | $150.45万 | 0.03% | 8,910 | 128 | 1.5% | $2.16万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $150.42万 | 0.03% | 18,660 | -27,862 | -59.9% | -$224.60万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $150.40万 | 0.03% | 51,542 | -8,780 | -14.6% | -$25.62万 | 减仓 |
| RBLX | ROBLOX CORP | $150.09万 | 0.03% | 26,536 | 21,729 | 452.0% | $122.90万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $149.74万 | 0.03% | 14,961 | 309 | 2.1% | $3.09万 | 加仓 |
| LIN | LINDE PLC | $149.68万 | 0.03% | 3,019 | 143 | 5.0% | $7.09万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $149.68万 | 0.03% | 20,464 | 1,360 | 7.1% | $9.95万 | 加仓 |
| MPC | MARATHON PETE CORP | $149.10万 | 0.03% | 6,106 | -1,096 | -15.2% | -$26.76万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $149.09万 | 0.03% | 89,758 | -11,499 | -11.4% | -$19.10万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $149.02万 | 0.03% | 3,217 | 416 | 14.9% | $19.27万 | 加仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $148.71万 | 0.03% | 24,754 | 4,288 | 21.0% | $25.76万 | 加仓 |
| EBAY | EBAY INC. | $148.10万 | 0.03% | 16,272 | -51 | -0.3% | -$4,642 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $147.22万 | 0.03% | 30,786 | 1,184 | 4.0% | $5.66万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $147.03万 | 0.03% | 4,097 | 1,223 | 42.6% | $43.89万 | 加仓 |
| — | STRATEGY INC | $147.00万 | 0.03% | 20,792 | 3,576 | 20.8% | $25.28万 | 加仓 |
| WFC | WELLS FARGO & CO | $146.23万 | 0.03% | 18,368 | 2,971 | 19.3% | $23.65万 | 加仓 |
| DXJ | WISDOMTREE TR | $146.08万 | 0.03% | 9,212 | -2,256 | -19.7% | -$35.78万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $145.99万 | 0.03% | 30,127 | 5,477 | 22.2% | $26.54万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $145.10万 | 0.03% | 29,391 | -3,482 | -10.6% | -$17.19万 | 减仓 |
| ETR | ENTERGY CORP NEW | $144.74万 | 0.03% | 12,882 | -157 | -1.2% | -$1.76万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $144.32万 | 0.03% | 18,207 | -4,367 | -19.3% | -$34.62万 | 减仓 |
| IWP | ISHARES TR | $144.00万 | 0.03% | 11,239 | 1,118 | 11.0% | $14.32万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $143.38万 | 0.03% | 20,157 | 7,116 | 54.6% | $50.62万 | 加仓 |
| VCR | VANGUARD WORLD FD | $143.06万 | 0.03% | 3,985 | -183 | -4.4% | -$6.57万 | 减仓 |
| DHR | DANAHER CORP DEL | $141.87万 | 0.03% | 7,482 | -262 | -3.4% | -$4.97万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $141.86万 | 0.03% | 4,690 | 18 | 0.4% | $5,444 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $141.81万 | 0.03% | 30,562 | 2,603 | 9.3% | $12.08万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $140.62万 | 0.03% | 56,815 | -1,746 | -3.0% | -$4.32万 | 减仓 |
| VDC | VANGUARD WORLD FD | $138.54万 | 0.03% | 6,169 | -128 | -2.0% | -$2.87万 | 减仓 |
| UNP | UNION PAC CORP | $138.41万 | 0.03% | 5,705 | 145 | 2.6% | $3.52万 | 加仓 |
| IWN | ISHARES TR | $137.87万 | 0.03% | 7,272 | -5,208 | -41.7% | -$98.74万 | 减仓 |
| HYG | ISHARES TR | $136.07万 | 0.03% | 17,103 | -9,808 | -36.4% | -$78.03万 | 减仓 |
| NOBL | PROSHARES TR | $133.19万 | 0.03% | 12,564 | 2,314 | 22.6% | $24.53万 | 加仓 |
| FMAT | FIDELITY COVINGTON TRUST | $133.01万 | 0.03% | 23,075 | -280 | -1.2% | -$1.61万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $133.00万 | 0.03% | 2,706 | 299 | 12.4% | $14.70万 | 加仓 |
| URI | UNITED RENTALS INC | $132.82万 | 0.03% | 1,823 | -612 | -25.1% | -$44.59万 | 减仓 |
| NVR | NVR INC | $132.46万 | 0.03% | 201 | 1 | 0.5% | $6,590 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $132.38万 | 0.03% | 23,703 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $131.23万 | 0.03% | 9,942 | -1,415 | -12.5% | -$18.68万 | 减仓 |
| TIP | ISHARES TR | $130.51万 | 0.03% | 11,826 | -355 | -2.9% | -$3.92万 | 减仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $129.58万 | 0.03% | 119,650 | 7,017 | 6.2% | $7.60万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $129.45万 | 0.03% | 11,438 | 180 | 1.6% | $2.04万 | 加仓 |
| TJX | TJX COS INC NEW | $129.34万 | 0.03% | 8,099 | -23,102 | -74.0% | -$368.93万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $128.25万 | 0.02% | 42,050 | 10,417 | 32.9% | $31.77万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $127.86万 | 0.02% | 48,105 | -30,889 | -39.1% | -$82.10万 | 减仓 |
| YEAR | AB ACTIVE ETFS INC | $127.15万 | 0.02% | 25,190 | -317 | -1.2% | -$1.60万 | 减仓 |
| EQT | EQT CORP | $127.09万 | 0.02% | 19,970 | 2,212 | 12.5% | $14.08万 | 加仓 |
| — | TIDAL TRUST II | $126.91万 | 0.02% | 46,367 | 17,935 | 63.1% | $49.09万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $125.32万 | 0.02% | 11,854 | -56 | -0.5% | -$5,920 | 减仓 |
| IWO | ISHARES TR | $125.05万 | 0.02% | 3,985 | -2,369 | -37.3% | -$74.34万 | 减仓 |
| PSK | SPDR SERIES TRUST | $124.17万 | 0.02% | 40,263 | 1 | 0.0% | $31 | 加仓 |
| — | EA SERIES TRUST | $123.87万 | 0.02% | 30,207 | 15,649 | 107.5% | $64.17万 | 加仓 |
| IYW | ISHARES TR | $122.43万 | 0.02% | 6,748 | -214 | -3.1% | -$3.88万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $122.13万 | 0.02% | 49,027 | 5,883 | 13.6% | $14.65万 | 加仓 |
| GDX | VANECK ETF TRUST | $121.54万 | 0.02% | 13,243 | 1,712 | 14.8% | $15.71万 | 加仓 |
| DEM | WISDOMTREE TR | $121.09万 | 0.02% | 24,369 | 913 | 3.9% | $4.54万 | 加仓 |
| CSX | CSX CORP | $120.58万 | 0.02% | 29,374 | -3,043 | -9.4% | -$12.49万 | 减仓 |
| IJT | ISHARES TR | $120.58万 | 0.02% | 8,332 | 405 | 5.1% | $5.86万 | 加仓 |
| D | DOMINION ENERGY INC | $120.45万 | 0.02% | 19,484 | 7,019 | 56.3% | $43.39万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $120.27万 | 0.02% | 5,919 | 54 | 0.9% | $1.10万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $118.65万 | 0.02% | 70,750 | 11,167 | 18.7% | $18.73万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $117.78万 | 0.02% | 7,108 | 134 | 1.9% | $2.22万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $117.58万 | 0.02% | 27,843 | -23,559 | -45.8% | -$99.49万 | 减仓 |
| XFIV | BONDBLOXX ETF TRUST | $117.23万 | 0.02% | 23,846 | -710 | -2.9% | -$3.49万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $116.57万 | 0.02% | 23,318 | 500 | 2.2% | $2.50万 | 加仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $115.99万 | 0.02% | 23,111 | 103 | 0.4% | $5,170 | 加仓 |
| XTRE | BONDBLOXX ETF TRUST | $115.13万 | 0.02% | 23,254 | -740 | -3.1% | -$3.66万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $114.66万 | 0.02% | 1,681 | 13 | 0.8% | $8,868 | 加仓 |
| XSVN | BONDBLOXX ETF TRUST | $113.17万 | 0.02% | 23,716 | -858 | -3.5% | -$4.09万 | 减仓 |
| SHEL | SHELL PLC | $112.51万 | 0.02% | 12,098 | -463 | -3.7% | -$4.31万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $112.13万 | 0.02% | 5,448 | -139 | -2.5% | -$2.86万 | 减仓 |
| KLAC | KLA CORP | $111.77万 | 0.02% | 759 | -51 | -6.3% | -$7.51万 | 减仓 |
| XONE | BONDBLOXX ETF TRUST | $111.44万 | 0.02% | 22,504 | -706 | -3.0% | -$3.50万 | 减仓 |
| GCOW | PACER FDS TR | $111.15万 | 0.02% | 24,038 | 2,862 | 13.5% | $13.23万 | 加仓 |
| GPC | GENUINE PARTS CO | $110.98万 | 0.02% | 10,495 | -1,529 | -12.7% | -$16.17万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $110.90万 | 0.02% | 3,818 | 302 | 8.6% | $8.77万 | 加仓 |
| — | SARATOGA INVT CORP | $110.60万 | 0.02% | 50,573 | 1,102 | 2.2% | $2.41万 | 加仓 |
| COWG | PACER FDS TR | $110.50万 | 0.02% | 32,752 | 2,436 | 8.0% | $8.22万 | 加仓 |
| — | KURV ETF TR | $110.39万 | 0.02% | 33,894 | 33,894 | — | $110.39万 | 新建仓 |
| CMF | ISHARES TR | $110.39万 | 0.02% | 19,414 | 537 | 2.8% | $3.05万 | 加仓 |
| PEO | ADAM NAT RES FD INC | $110.21万 | 0.02% | 39,644 | 3,462 | 9.6% | $9.62万 | 加仓 |
| ADBE | ADOBE INC | $109.95万 | 0.02% | 4,523 | -1,038 | -18.7% | -$25.23万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $109.33万 | 0.02% | 5,255 | 175 | 3.4% | $3.64万 | 加仓 |
| SHAK | SHAKE SHACK INC | $108.77万 | 0.02% | 12,294 | -3,351 | -21.4% | -$29.65万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $108.43万 | 0.02% | 30,545 | 204 | 0.7% | $7,242 | 加仓 |
| — | PGIM ETF TR | $108.17万 | 0.02% | 22,208 | -3,993 | -15.2% | -$19.45万 | 减仓 |
| AFL | AFLAC INC | $108.05万 | 0.02% | 9,849 | 530 | 5.7% | $5.81万 | 加仓 |