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 |
|---|---|---|---|---|---|---|---|---|
| IBB | ISHARES TR | $160.85万 | 0.03% | 8,457 | -453 | -5.1% | -$8.62万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $160.61万 | 0.03% | 4,748 | 58 | 1.2% | $1.96万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $160.03万 | 0.03% | 123,003 | 33,245 | 37.0% | $43.25万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $159.43万 | 0.03% | 64,652 | 15,625 | 31.9% | $38.53万 | 加仓 |
| DXJ | WISDOMTREE TR | $155.97万 | 0.03% | 8,988 | -224 | -2.4% | -$3.89万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $155.57万 | 0.03% | 23,112 | -251 | -1.1% | -$1.69万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $153.71万 | 0.03% | 52,985 | 1,443 | 2.8% | $4.19万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $153.59万 | 0.03% | 3,544 | -38,231 | -91.5% | -$1,656.85万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $153.19万 | 0.03% | 15,429 | 468 | 3.1% | $4.65万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $152.26万 | 0.03% | 15,183 | 6,752 | 80.1% | $67.71万 | 加仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $152.16万 | 0.03% | 30,244 | 7,133 | 30.9% | $35.89万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $151.98万 | 0.03% | 14,187 | -1,730 | -10.9% | -$18.53万 | 减仓 |
| FMAT | FIDELITY COVINGTON TRUST | $151.55万 | 0.03% | 25,902 | 2,827 | 12.3% | $16.54万 | 加仓 |
| ETR | ENTERGY CORP NEW | $150.83万 | 0.03% | 13,132 | 250 | 1.9% | $2.87万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $150.82万 | 0.03% | 18,155 | -27,511 | -60.2% | -$228.54万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $150.64万 | 0.03% | 3,788 | 89 | 2.4% | $3.54万 | 加仓 |
| AIQ | GLOBAL X FDS | $149.77万 | 0.03% | 22,827 | 859 | 3.9% | $5.64万 | 加仓 |
| PEP | PEPSICO INC | $149.02万 | 0.03% | 11,006 | -4,620 | -29.6% | -$62.56万 | 减仓 |
| IJT | ISHARES TR | $148.95万 | 0.03% | 8,340 | 8 | 0.1% | $1,429 | 加仓 |
| IWO | ISHARES TR | $148.93万 | 0.03% | 3,780 | -205 | -5.1% | -$8.08万 | 减仓 |
| EXC | EXELON CORP | $148.09万 | 0.03% | 31,766 | -575 | -1.8% | -$2.68万 | 减仓 |
| XSVN | BONDBLOXX ETF TRUST | $148.05万 | 0.03% | 31,321 | 7,605 | 32.1% | $35.95万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $147.35万 | 0.03% | 19,672 | -792 | -3.9% | -$5.93万 | 减仓 |
| WFC | WELLS FARGO & CO | $146.77万 | 0.03% | 17,760 | -608 | -3.3% | -$5.02万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $146.59万 | 0.03% | 27,343 | -2,048 | -7.0% | -$10.98万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $144.70万 | 0.03% | 5,067 | -188 | -3.6% | -$5.37万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $144.54万 | 0.03% | 23,703 | 0 | 0.0% | — | 不变 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $144.28万 | 0.03% | 29,840 | -946 | -3.1% | -$4.57万 | 减仓 |
| DEM | WISDOMTREE TR | $144.22万 | 0.03% | 26,811 | 2,442 | 10.0% | $13.14万 | 加仓 |
| IWP | ISHARES TR | $142.30万 | 0.03% | 9,719 | -1,520 | -13.5% | -$22.26万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $141.42万 | 0.03% | 48,817 | 712 | 1.5% | $2.06万 | 加仓 |
| EEM | ISHARES TR | $140.61万 | 0.03% | 20,554 | -39,377 | -65.7% | -$269.37万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $140.56万 | 0.03% | 40,380 | -1,670 | -4.0% | -$5.81万 | 减仓 |
| MPC | MARATHON PETE CORP | $140.37万 | 0.03% | 5,490 | -616 | -10.1% | -$15.75万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $138.68万 | 0.03% | 70,863 | 113 | 0.2% | $2,211 | 加仓 |
| NVR | NVR INC | $138.31万 | 0.03% | 203 | 2 | 1.0% | $1.36万 | 加仓 |
| — | EA SERIES TRUST | $137.91万 | 0.03% | 26,964 | 26,964 | — | $137.91万 | 新建仓 |
| — | EA SERIES TRUST | $137.18万 | 0.03% | 31,505 | 1,298 | 4.3% | $5.65万 | 加仓 |
| TXN | TEXAS INSTRS INC | $136.19万 | 0.03% | 4,569 | -5,509 | -54.7% | -$164.21万 | 减仓 |
| ILCG | ISHARES TR | $135.48万 | 0.03% | 11,577 | 1,428 | 14.1% | $16.71万 | 加仓 |
| MCK | MCKESSON CORP | $135.40万 | 0.03% | 1,792 | -435 | -19.5% | -$32.87万 | 减仓 |
| — | REX ETF TR | $135.18万 | 0.03% | 54,455 | 54,455 | — | $135.18万 | 新建仓 |
| DHR | DANAHER CORP DEL | $133.84万 | 0.03% | 7,027 | -455 | -6.1% | -$8.67万 | 减仓 |
| ICOW | PACER FDS TR | $131.92万 | 0.03% | 31,688 | -4,669 | -12.8% | -$19.44万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $131.85万 | 0.02% | 7,020 | 3,414 | 94.7% | $64.12万 | 加仓 |
| GCOW | PACER FDS TR | $131.81万 | 0.02% | 30,441 | 6,403 | 26.6% | $27.72万 | 加仓 |
| ESGD | ISHARES TR | $131.69万 | 0.02% | 12,809 | 1,724 | 15.6% | $17.72万 | 加仓 |
| LIN | LINDE PLC | $131.48万 | 0.02% | 2,534 | -485 | -16.1% | -$25.17万 | 减仓 |
| VCR | VANGUARD WORLD FD | $131.24万 | 0.02% | 3,309 | -676 | -17.0% | -$26.81万 | 减仓 |
| VV | VANGUARD INDEX FDS | $129.19万 | 0.02% | 3,757 | -2,713 | -41.9% | -$93.29万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $128.85万 | 0.02% | 12,503 | 7,447 | 147.3% | $76.74万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $127.54万 | 0.02% | 7,220 | 112 | 1.6% | $1.98万 | 加仓 |
| COWG | PACER FDS TR | $127.38万 | 0.02% | 31,728 | -1,024 | -3.1% | -$4.11万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $127.19万 | 0.02% | 15,395 | 83 | 0.5% | $6,857 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $127.15万 | 0.02% | 3,799 | -82 | -2.1% | -$2.74万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $126.61万 | 0.02% | 31,155 | 3,328 | 12.0% | $13.53万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $125.90万 | 0.02% | 29,158 | 6,040 | 26.1% | $26.08万 | 加仓 |
| CSX | CSX CORP | $125.90万 | 0.02% | 26,488 | -2,886 | -9.8% | -$13.72万 | 减仓 |
| — | TIDAL TRUST II | $125.01万 | 0.02% | 64,740 | 18,373 | 39.6% | $35.48万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $124.92万 | 0.02% | 28,547 | 704 | 2.5% | $3.08万 | 加仓 |
| MDST | ULTIMUS MANAGERS TR | $124.72万 | 0.02% | 43,259 | 12,835 | 42.2% | $37.00万 | 加仓 |
| — | TIDAL TRUST II | $123.89万 | 0.02% | 47,504 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $122.84万 | 0.02% | 22,330 | -7,797 | -25.9% | -$42.89万 | 减仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $122.09万 | 0.02% | 110,390 | -9,260 | -7.7% | -$10.24万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $121.93万 | 0.02% | 24,070 | 752 | 3.2% | $3.81万 | 加仓 |
| IWS | ISHARES TR | $121.69万 | 0.02% | 7,393 | 269 | 3.8% | $4.43万 | 加仓 |
| RSST | TIDAL TRUST II | $121.34万 | 0.02% | 37,119 | 2,630 | 7.6% | $8.60万 | 加仓 |
| YEAR | AB ACTIVE ETFS INC | $121.17万 | 0.02% | 24,071 | -1,119 | -4.4% | -$5.63万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $120.74万 | 0.02% | 19,719 | 42 | 0.2% | $2,572 | 加仓 |
| LQD | ISHARES TR | $120.23万 | 0.02% | 11,023 | 5,302 | 92.7% | $57.83万 | 加仓 |
| CMF | ISHARES TR | $119.36万 | 0.02% | 20,707 | 1,293 | 6.7% | $7.45万 | 加仓 |
| — | STRATEGY INC | $119.25万 | 0.02% | 20,274 | -518 | -2.5% | -$3.05万 | 减仓 |
| NOBL | PROSHARES TR | $118.94万 | 0.02% | 21,178 | -3,950 | -15.7% | -$22.18万 | 减仓 |
| RKLB | ROCKET LAB CORP | $118.58万 | 0.02% | 11,666 | 5,424 | 86.9% | $55.13万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $118.25万 | 0.02% | 2,264 | -953 | -29.6% | -$49.78万 | 减仓 |
| UNP | UNION PAC CORP | $118.07万 | 0.02% | 4,341 | -1,364 | -23.9% | -$37.10万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $117.79万 | 0.02% | 14,306 | -5,851 | -29.0% | -$48.18万 | 减仓 |
| IHAK | ISHARES TR | $116.11万 | 0.02% | 19,126 | -449 | -2.3% | -$2.73万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $116.09万 | 0.02% | 5,184 | -735 | -12.4% | -$16.46万 | 减仓 |
| TIP | ISHARES TR | $115.96万 | 0.02% | 10,596 | -1,230 | -10.4% | -$13.46万 | 减仓 |
| PSK | SPDR SERIES TRUST | $115.23万 | 0.02% | 37,743 | -2,520 | -6.3% | -$7.69万 | 减仓 |
| GPC | GENUINE PARTS CO | $115.04万 | 0.02% | 9,751 | -744 | -7.1% | -$8.78万 | 减仓 |
| XTRE | BONDBLOXX ETF TRUST | $113.98万 | 0.02% | 23,248 | -6 | -0.0% | -$294 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $113.90万 | 0.02% | 11,124 | -730 | -6.2% | -$7.47万 | 减仓 |
| XONE | BONDBLOXX ETF TRUST | $113.77万 | 0.02% | 23,044 | 540 | 2.4% | $2.67万 | 加仓 |
| IMCG | ISHARES TR | $113.74万 | 0.02% | 11,571 | 481 | 4.3% | $4.73万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $112.94万 | 0.02% | 10,209 | -1,229 | -10.7% | -$13.60万 | 减仓 |
| SPIP | SPDR SERIES TRUST | $112.71万 | 0.02% | 43,891 | 3,638 | 9.0% | $9.34万 | 加仓 |
| XFIV | BONDBLOXX ETF TRUST | $112.09万 | 0.02% | 23,026 | -820 | -3.4% | -$3.99万 | 减仓 |
| MTUM | ISHARES TR | $110.96万 | 0.02% | 3,236 | 1,647 | 103.7% | $56.47万 | 加仓 |
| EMHY | ISHARES INC | $110.65万 | 0.02% | 27,210 | 2,459 | 9.9% | $10.00万 | 加仓 |
| — | SARATOGA INVT CORP | $109.63万 | 0.02% | 49,141 | -1,432 | -2.8% | -$3.19万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $109.58万 | 0.02% | 30,999 | 454 | 1.5% | $1.60万 | 加仓 |
| UTEN | RBB FD INC | $109.49万 | 0.02% | 25,346 | -38,552 | -60.3% | -$166.54万 | 减仓 |
| TJX | TJX COS INC NEW | $109.32万 | 0.02% | 7,216 | -883 | -10.9% | -$13.38万 | 减仓 |
| ARKG | ARK ETF TR | $109.13万 | 0.02% | 25,946 | 8,808 | 51.4% | $37.05万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $108.43万 | 0.02% | 6,383 | -278 | -4.2% | -$4.72万 | 减仓 |
| GDX | VANECK ETF TRUST | $107.80万 | 0.02% | 14,288 | 1,045 | 7.9% | $7.88万 | 加仓 |
| IRM | IRON MTN INC DEL | $107.38万 | 0.02% | 8,501 | -1,192 | -12.3% | -$15.06万 | 减仓 |
| EQT | EQT CORP | $106.84万 | 0.02% | 20,094 | 124 | 0.6% | $6,593 | 加仓 |