13F 机构持仓

Wealthcare Advisory Partners LLC

WEST CHESTER PA · SEC CIK 0001683059

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$52.74亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPYM 6.8%
SPTM 4.0%
VTI 2.6%
STIP 2.4%
SPY 2.1%
IEF 2.0%
SPSM 1.7%
SPAB 1.5%
SPMD 1.4%
FBND 1.4%

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
BBY BEST BUY INC $107.91万0.02%16,808 9,587132.8% $61.55万 重新持有
AMLP ALPS ETF TR $107.74万0.02%20,467 480.2% $2,527 加仓
BSV VANGUARD BD INDEX FDS $107.40万0.02%13,697 -12,443-47.6% -$97.57万 减仓
XLG INVESCO EXCHANGE TRADED FD T $107.34万0.02%19,677 -1,927-8.9% -$10.51万 减仓
ESGD ISHARES TR $105.99万0.02%11,085 -253-2.2% -$2.42万 减仓
— TIDAL TRUST II $105.54万0.02%47,504 00.0% — 不变
SPIP SPDR SERIES TRUST $104.70万0.02%40,253 -59,626-59.7% -$155.09万 减仓
PYPL PAYPAL HLDGS INC $104.56万0.02%23,118 -4,655-16.8% -$21.05万 减仓
FAST FASTENAL CO $104.26万0.02%22,470 60.0% $278 加仓
PPL PPL CORP $104.10万0.02%27,251 2,3439.4% $8.95万 加仓
VOOG VANGUARD ADMIRAL FDS INC $104.03万0.02%2,552 682.7% $2.77万 加仓
IWS ISHARES TR $103.83万0.02%7,124 -721-9.2% -$10.51万 减仓
JPC NUVEEN PFD & INCOME OPPORTUN $103.51万0.02%137,282 13,83111.2% $10.43万 加仓
ADI ANALOG DEVICES INC $103.11万0.02%3,241 -329-9.2% -$10.47万 减仓
AIQ GLOBAL X FDS $102.52万0.02%21,968 2501.2% $1.17万 加仓
ACN ACCENTURE PLC IRELAND $101.39万0.02%5,113 -136-2.6% -$2.70万 减仓
ODFL OLD DOMINION FREIGHT LINE IN $100.84万0.02%5,161 -454-8.1% -$8.87万 减仓
DDWM WISDOMTREE TR $99.85万0.02%22,637 1060.5% $4,676 加仓
IRM IRON MTN INC DEL $99.01万0.02%9,693 -1,816-15.8% -$18.55万 减仓
BIIB BIOGEN INC $98.80万0.02%5,389 871.6% $1.59万 加仓
KMI KINDER MORGAN INC DEL $98.71万0.02%29,439 -2,905-9.0% -$9.74万 减仓
WTRG ESSENTIAL UTILS INC $97.66万0.02%24,252 -2,265-8.5% -$9.12万 减仓
RSST TIDAL TRUST II $97.53万0.02%34,489 4,49815.0% $12.72万 加仓
EMHY ISHARES INC $97.47万0.02%24,751 4,29421.0% $16.91万 加仓
ILCG ISHARES TR $96.90万0.02%10,149 1,70520.2% $16.28万 加仓
MRVL MARVELL TECHNOLOGY INC $96.83万0.02%9,776 -795-7.5% -$7.87万 减仓
SBUX STARBUCKS CORP $96.48万0.02%10,769 4,39669.0% $39.38万 加仓
DFEM DIMENSIONAL ETF TRUST $96.14万0.02%27,827 -41,104-59.6% -$142.02万 减仓
UBER UBER TECHNOLOGIES INC $95.97万0.02%13,342 -16,942-55.9% -$121.86万 减仓
NSC NORFOLK SOUTHN CORP $95.60万0.02%3,331 -298-8.2% -$8.55万 减仓
MDT MEDTRONIC PLC $95.03万0.02%10,968 5174.9% $4.48万 加仓
PHO INVESCO EXCHANGE TRADED FD T $94.49万0.02%14,132 3,69135.4% $24.68万 加仓
USB US BANCORP $94.35万0.02%18,141 -9,703-34.8% -$50.46万 减仓
MSTR STRATEGY INC $93.95万0.02%7,528 93614.2% $11.68万 加仓
FCX FREEPORT MCMORAN INC $93.93万0.02%15,979 -1,352-7.8% -$7.95万 减仓
DBC INVESCO DB COMMDY INDX TRCK $92.85万0.02%32,072 -341-1.1% -$9,872 减仓
DYNF BLACKROCK ETF TRUST $92.83万0.02%15,956 -724-4.3% -$4.21万 减仓
BBEU J P MORGAN EXCHANGE TRADED F $91.75万0.02%12,670 1,83116.9% $13.26万 加仓
CP CANADIAN PACIFIC KANSAS CITY $91.54万0.02%11,637 -519-4.3% -$4.08万 减仓
IVZ INVESCO LTD $91.19万0.02%37,540 -3,548-8.6% -$8.62万 减仓
HYLB DBX ETF TR $90.90万0.02%25,137 4,05919.3% $14.68万 加仓
QDEF FLEXSHARES TR $90.47万0.02%11,334 -44-0.4% -$3,512 减仓
LDUR PIMCO ETF TR $90.34万0.02%9,428 2142.3% $2.05万 加仓
HYDB ISHARES TR $90.26万0.02%19,403 7,81667.5% $36.36万 加仓
EFAA INVESCO ACTIVELY MANAGED EXC $89.74万0.02%17,016 4,02231.0% $21.21万 加仓
USEW EA SERIES TRUST $89.48万0.02%18,306 00.0% — 不变
BOTZ GLOBAL X FDS $89.00万0.02%26,790 -192-0.7% -$6,378 减仓
BIP BROOKFIELD INFRASTRUCTURE PA $88.27万0.02%24,438 -147-0.6% -$5,310 减仓
ACWX ISHARES TR $88.22万0.02%12,884 2,54624.6% $17.43万 加仓
COPX GLOBAL X FDS $87.55万0.02%11,467 11,467— $87.55万 新建仓
MMIN NEW YORK LIFE INVTS ACTIVE E $87.49万0.02%36,900 -2,000-5.1% -$4.74万 减仓
AVDE AMERICAN CENTY ETF TR $87.49万0.02%10,312 5,983138.2% $50.76万 加仓
IMCG ISHARES TR $87.36万0.02%11,090 5,971116.6% $47.03万 加仓
MDST ULTIMUS MANAGERS TR $87.01万0.02%30,424 7,41032.2% $21.19万 加仓
ARKK ARK ETF TR $86.94万0.02%12,862 -2,125-14.2% -$14.36万 减仓
NUE NUCOR CORP $86.58万0.02%5,120 3,203167.1% $54.16万 加仓
OKE ONEOK INC NEW $85.88万0.02%9,501 3313.6% $2.99万 加仓
IHAK ISHARES TR $85.45万0.02%19,575 -2,901-12.9% -$12.66万 减仓
SCHW SCHWAB CHARLES CORP $85.44万0.02%9,091 4305.0% $4.04万 加仓
ULST SSGA ACTIVE ETF TR $85.38万0.02%21,082 4,20824.9% $17.04万 加仓
KR KROGER CO $85.38万0.02%11,799 240.2% $1,737 加仓
DJD INVESCO EXCHANGE TRADED FD T $85.13万0.02%14,250 -1,603-10.1% -$9.58万 减仓
PFFA ETFIS SER TR I $84.62万0.02%41,563 1,7594.4% $3.58万 加仓
FTCS FIRST TR EXCHANGE-TRADED FD $84.02万0.02%9,058 -1,486-14.1% -$13.78万 减仓
QTEC FIRST TR EXCHANGE-TRADED FD $83.81万0.02%3,881 -487-11.1% -$10.52万 减仓
— PGIM ETF TR $83.61万0.02%16,403 7895.1% $4.02万 加仓
— DIREXION SHARES ETF TRUST $83.58万0.02%24,897 -151,151-85.9% -$507.41万 减仓
FPEI FIRST TR EXCH TRADED FD III $83.13万0.02%43,751 1,7874.3% $3.40万 加仓
BSCR INVESCO EXCH TRD SLF IDX FD $82.32万0.02%41,945 -1,153-2.7% -$2.26万 减仓
SUSL ISHARES TR $82.15万0.02%7,231 440.6% $4,999 加仓
ANET ARISTA NETWORKS INC $81.78万0.02%6,661 3786.0% $4.64万 加仓
LDP COHEN & STEERS LTD DURATION $80.22万0.02%40,171 5,25715.1% $10.50万 加仓
VUSB VANGUARD BD INDEX FDS $79.42万0.02%15,952 10,708204.2% $53.31万 加仓
AVUS AMERICAN CENTY ETF TR $79.11万0.02%7,115 -3,025-29.8% -$33.63万 减仓
ISPY PROSHARES TR $78.30万0.02%18,062 2,08113.0% $9.02万 加仓
ELV ELEVANCE HEALTH INC FORMERLY $78.30万0.02%2,674 -375-12.3% -$10.98万 减仓
FLRT PACER FDS TR $78.18万0.02%16,882 2,04313.8% $9.46万 加仓
F FORD MTR CO $78.15万0.02%67,720 -1,294-1.9% -$1.49万 减仓
TGT TARGET CORP $78.04万0.02%6,439 -192-2.9% -$2.33万 减仓
GGN GAMCO GLOBAL GOLD NAT RES & $77.76万0.02%146,175 146,175— $77.76万 新建仓
DTE DTE ENERGY CO $77.28万0.02%5,285 2545.0% $3.71万 加仓
APP APPLOVIN CORP $77.25万0.02%1,941 44329.6% $17.63万 加仓
SUSB ISHARES TR $77.02万0.01%30,729 7,93034.8% $19.88万 加仓
HBM HUDBAY MINERALS INC $76.86万0.01%36,774 24,534200.4% $51.28万 加仓
BSMR INVESCO EXCH TRD SLF IDX FD $75.50万0.01%31,920 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $75.36万0.01%2,895 26210.0% $6.82万 加仓
RKT ROCKET COS INC $75.03万0.01%52,650 -8,474-13.9% -$12.08万 减仓
ENB ENBRIDGE INC $74.79万0.01%13,815 -289-2.0% -$1.56万 减仓
NET CLOUDFLARE INC $74.57万0.01%3,614 51616.7% $10.65万 加仓
RRC RANGE RES CORP $74.07万0.01%16,395 2,25015.9% $10.17万 加仓
WMB WILLIAMS COS INC $73.24万0.01%10,063 1,19813.5% $8.72万 加仓
GM GENERAL MTRS CO $72.97万0.01%9,794 3,40553.3% $25.37万 加仓
BRO BROWN & BROWN INC $72.71万0.01%11,150 -2,455-18.0% -$16.01万 减仓
MELI MERCADOLIBRE INC $72.62万0.01%420 4712.6% $8.13万 加仓
ONON ON HLDG AG $71.96万0.01%21,151 -4,113-16.3% -$13.99万 减仓
VPU VANGUARD WORLD FD $71.48万0.01%3,607 -170-4.5% -$3.37万 减仓
FLMI FRANKLIN TEMPLETON ETF TR $71.39万0.01%28,799 17,828162.5% $44.20万 加仓
VFMO VANGUARD WELLINGTON FD $71.29万0.01%3,617 -1,530-29.7% -$30.16万 减仓
NLR VANECK ETF TRUST $71.16万0.01%5,343 4318.8% $5.74万 加仓
XOVR ENTREPRENEURSHARES SERIES TR $71.06万0.01%42,070 6,63618.7% $11.21万 加仓