13F 机构持仓

Wealthcare Advisory Partners LLC

WEST CHESTER PA · SEC CIK 0001683059

2026Q22026Q1 更早 9 个季度 🔒
$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
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 7.3%
SPTM 4.3%
VTI 2.8%
STIP 2.6%
SPSM 1.9%
IEF 1.8%
SPMD 1.6%
SPAB 1.6%
NVDA 1.4%
SPDW 1.4%

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
PFFA ETFIS SER TR I $106.22万0.02%51,639 10,07624.2% $20.73万 加仓
ARKK ARK ETF TR $106.04万0.02%13,120 2582.0% $2.09万 加仓
XOVR ENTREPRENEURSHARES SERIES TR $106.02万0.02%50,368 8,29819.7% $17.47万 加仓
JPC NUVEEN PFD & INCOME OPPORTUN $104.98万0.02%133,224 -4,058-3.0% -$3.20万 减仓
DDWM WISDOMTREE TR $104.70万0.02%22,672 350.2% $1,616 加仓
IYW ISHARES TR $104.30万0.02%4,135 -2,613-38.7% -$65.91万 减仓
PEO ADAM NAT RES FD INC $104.27万0.02%42,179 2,5356.4% $6.27万 加仓
AFL AFLAC INC $104.08万0.02%8,877 -972-9.9% -$11.40万 减仓
APP APPLOVIN CORP $103.41万0.02%2,007 663.4% $3.40万 加仓
VTIP VANGUARD MALVERN FDS $103.40万0.02%20,586 -10,397-33.6% -$52.22万 减仓
BOTZ GLOBAL X FDS $103.22万0.02%27,207 4171.6% $1.58万 加仓
PPL PPL CORP $102.80万0.02%28,282 1,0313.8% $3.75万 加仓
SGOV ISHARES TR $102.58万0.02%10,190 -420,386-97.6% -$4,231.84万 减仓
USEW EA SERIES TRUST $102.20万0.02%18,306 00.0% — 不变
BIIB BIOGEN INC $102.15万0.02%4,728 -661-12.3% -$14.28万 减仓
BBEU J P MORGAN EXCHANGE TRADED F $101.38万0.02%13,035 3652.9% $2.84万 加仓
HYLB DBX ETF TR $101.18万0.02%27,706 2,56910.2% $9.38万 加仓
CGNX COGNEX CORP $100.82万0.02%13,922 -143-1.0% -$1.04万 减仓
AVDE AMERICAN CENTY ETF TR $100.63万0.02%11,282 9709.4% $8.65万 加仓
APD AIR PRODUCTS AND CHEMICALS I $99.46万0.02%3,392 -426-11.2% -$12.49万 减仓
EFAA INVESCO ACTIVELY MANAGED EXC $99.08万0.02%17,768 7524.4% $4.19万 加仓
ELV ELEVANCE HEALTH INC FORMERLY $99.03万0.02%2,561 -113-4.2% -$4.37万 减仓
ALLW SSGA ACTIVE TR $98.84万0.02%33,770 -23,847-41.4% -$69.80万 减仓
QDEF FLEXSHARES TR $98.69万0.02%11,341 70.1% $609 加仓
DJD INVESCO EXCHANGE TRADED FD T $98.65万0.02%15,567 1,3179.2% $8.35万 加仓
COPX GLOBAL X FDS $98.49万0.02%12,796 1,32911.6% $10.23万 加仓
DELL DELL TECHNOLOGIES INC $97.73万0.02%2,265 -467-17.1% -$20.15万 减仓
— KURV ETF TR $97.49万0.02%37,071 3,1779.4% $8.35万 加仓
NSC NORFOLK SOUTHN CORP $97.36万0.02%3,095 -236-7.1% -$7.42万 减仓
MCHP MICROCHIP TECHNOLOGY INC. $97.36万0.02%10,675 2612.5% $2.38万 加仓
BAI BLACKROCK ETF TRUST $96.18万0.02%18,244 2,72217.5% $14.35万 加仓
SUSL ISHARES TR $96.18万0.02%7,244 130.2% $1,726 加仓
KRE SPDR SERIES TRUST $96.11万0.02%12,840 4,60856.0% $34.49万 加仓
VXF VANGUARD INDEX FDS $95.92万0.02%3,896 -1,552-28.5% -$38.21万 减仓
DRAM ROUNDHILL ETF TRUST $95.86万0.02%12,980 12,980— $95.86万 新建仓
PTF INVESCO EXCHANGE TRADED FD T $94.88万0.02%6,960 6109.6% $8.32万 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $94.04万0.02%3,458 1013.0% $2.75万 加仓
IVZ INVESCO LTD $93.04万0.02%35,255 -2,285-6.1% -$6.03万 减仓
WTRG ESSENTIAL UTILS INC $91.57万0.02%23,903 -349-1.4% -$1.34万 减仓
ASML ASML HLDG NV $91.13万0.02%458 20.4% $3,980 加仓
SCHW SCHWAB CHARLES CORP $90.75万0.02%9,835 7448.2% $6.86万 加仓
LDP COHEN & STEERS LTD DURATION $90.37万0.02%42,709 2,5386.3% $5.37万 加仓
LDUR PIMCO ETF TR $90.28万0.02%9,443 150.2% $1,434 加仓
CVS CVS HEALTH CORP $89.30万0.02%8,632 -1,146-11.7% -$11.86万 减仓
HBM HUDBAY MINERALS INC $89.17万0.02%37,766 9922.7% $2.34万 加仓
PHO INVESCO EXCHANGE TRADED FD T $89.07万0.02%12,894 -1,238-8.8% -$8.55万 减仓
HYDB ISHARES TR $88.83万0.02%18,992 -411-2.1% -$1.92万 减仓
BSCR INVESCO EXCH TRD SLF IDX FD $88.82万0.02%45,283 3,3388.0% $6.55万 加仓
ENB ENBRIDGE INC $88.32万0.02%16,291 2,47617.9% $13.42万 加仓
ISPY PROSHARES TR $87.88万0.02%18,237 1751.0% $8,433 加仓
NET CLOUDFLARE INC $87.86万0.02%3,582 -32-0.9% -$7,849 减仓
VFMO VANGUARD WELLINGTON FD $87.55万0.02%3,509 -108-3.0% -$2.69万 减仓
F FORD MTR CO $87.52万0.02%62,967 -4,753-7.0% -$6.61万 减仓
MMIN NEW YORK LIFE INVTS ACTIVE E $87.40万0.02%36,100 -800-2.2% -$1.94万 减仓
AMLP ALPS ETF TR $87.20万0.02%16,818 -3,649-17.8% -$18.92万 减仓
CP CANADIAN PACIFIC KANSAS CITY $86.11万0.02%9,938 -1,699-14.6% -$14.72万 减仓
NOC NORTHROP GRUMMAN CORP $85.63万0.02%1,681 00.0% — 不变
D DOMINION ENERGY INC $85.23万0.02%12,481 -7,003-35.9% -$47.82万 减仓
DTE DTE ENERGY CO $84.38万0.02%5,538 2534.8% $3.85万 加仓
TGT TARGET CORP $84.35万0.02%6,458 190.3% $2,482 加仓
FTCS FIRST TR EXCHANGE-TRADED FD $84.16万0.02%8,960 -98-1.1% -$9,205 减仓
DBC INVESCO DB COMMDY INDX TRCK $84.02万0.02%31,514 -558-1.7% -$1.49万 减仓
UBER UBER TECHNOLOGIES INC $83.96万0.02%11,635 -1,707-12.8% -$12.32万 减仓
FCX FREEPORT MCMORAN INC $83.60万0.02%13,292 -2,687-16.8% -$16.90万 减仓
PFFD GLOBAL X FDS $83.52万0.02%44,685 10,22829.7% $19.12万 加仓
BIP BROOKFIELD INFRASTRUCTURE PA $83.48万0.02%22,878 -1,560-6.4% -$5.69万 减仓
DFNM DIMENSIONAL ETF TRUST $83.40万0.02%17,254 -16,483-48.9% -$79.67万 减仓
VCSH VANGUARD SCOTTSDALE FDS $83.35万0.02%10,547 -7,660-42.1% -$60.54万 减仓
RKT ROCKET COS INC $82.54万0.02%52,403 -247-0.5% -$3,890 减仓
KMI KINDER MORGAN INC DEL $82.31万0.02%25,746 -3,693-12.5% -$11.81万 减仓
ULST SSGA ACTIVE ETF TR $81.78万0.02%20,231 -851-4.0% -$3.44万 减仓
GH GUARDANT HEALTH INC $81.33万0.02%5,421 -56-1.0% -$8,402 减仓
IGLB ISHARES TR $81.30万0.02%16,247 -97,715-85.7% -$488.97万 减仓
— PACER FDS TR $81.07万0.02%17,818 5,96550.3% $27.14万 加仓
KMB KIMBERLY-CLARK CORP $80.85万0.02%7,365 1,06917.0% $11.74万 加仓
OKE ONEOK INC NEW $80.49万0.02%9,258 -243-2.6% -$2.11万 减仓
TOST TOAST INC $80.43万0.02%28,910 3,48113.7% $9.68万 加仓
IHDG WISDOMTREE TR $80.17万0.02%15,305 4,04635.9% $21.19万 加仓
VUSB VANGUARD BD INDEX FDS $78.66万0.01%15,801 -151-0.9% -$7,517 减仓
FSLR FIRST SOLAR INC $78.34万0.01%3,320 3,320— $78.34万 新建仓
SUSB ISHARES TR $76.79万0.01%30,729 00.0% — 不变
STX SEAGATE TECHNOLOGY HLDNGS PL $75.95万0.01%787 -58-6.9% -$5.60万 减仓
RPG INVESCO EXCHANGE TRADED FD T $75.73万0.01%11,860 11,860— $75.73万 新建仓
BSMR INVESCO EXCH TRD SLF IDX FD $75.46万0.01%31,920 00.0% — 不变
SPHB INVESCO EXCH TRADED FD TR II $75.14万0.01%4,829 -1,802-27.2% -$28.04万 重新持有
PSX PHILLIPS 66 $75.02万0.01%4,438 -4,691-51.4% -$79.30万 减仓
ADI ANALOG DEVICES INC $75.02万0.01%1,889 -1,352-41.7% -$53.69万 减仓
ADBE ADOBE INC $74.85万0.01%3,651 -872-19.3% -$17.88万 减仓
AXON AXON ENTERPRISE INC $74.56万0.01%1,330 43047.8% $24.11万 加仓
AVEM AMERICAN CENTY ETF TR $74.37万0.01%7,707 -976-11.2% -$9.42万 减仓
— PGIM ETF TR $74.17万0.01%15,001 -7,207-32.5% -$35.63万 减仓
ONON ON HLDG AG $74.08万0.01%20,916 -235-1.1% -$8,324 减仓
FPEI FIRST TR EXCH TRADED FD III $73.80万0.01%38,257 -5,494-12.6% -$10.60万 减仓
OEF ISHARES TR $73.57万0.01%2,011 -2,839-58.5% -$103.86万 减仓
MDT MEDTRONIC PLC $73.51万0.01%9,396 -1,572-14.3% -$12.30万 减仓
SHAK SHAKE SHACK INC $73.27万0.01%13,080 7866.4% $4.40万 加仓
— DIREXION SHARES ETF TRUST $73.04万0.01%22,405 -2,492-10.0% -$8.12万 减仓
FYC FIRST TR EXCHANGE-TRADED ALP $72.84万0.01%5,720 5,720— $72.84万 新建仓
JPRE J P MORGAN EXCHANGE TRADED F $72.25万0.01%13,847 3872.9% $2.02万 加仓
OVL LISTED FDS TR $72.00万0.01%12,719 12,719— $72.00万 新建仓