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 |
|---|---|---|---|---|---|---|---|---|
| RJF | RAYMOND JAMES FINL INC | $70.81万 | 0.01% | 4,890 | -125 | -2.5% | -$1.81万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $70.78万 | 0.01% | 14,731 | 7,663 | 108.4% | $36.82万 | 加仓 |
| MAGS | LISTED FDS TR | $70.28万 | 0.01% | 12,130 | 2,407 | 24.8% | $13.95万 | 加仓 |
| CVS | CVS HEALTH CORP | $70.22万 | 0.01% | 9,778 | -208 | -2.1% | -$1.49万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $69.97万 | 0.01% | 8,683 | 2,547 | 41.5% | $20.52万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $69.88万 | 0.01% | 13,244 | -1,125 | -7.8% | -$5.94万 | 减仓 |
| IGF | ISHARES TR | $69.57万 | 0.01% | 10,383 | -153 | -1.5% | -$1.03万 | 减仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $69.09万 | 0.01% | 29,530 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $68.90万 | 0.01% | 14,065 | 68 | 0.5% | $3,331 | 加仓 |
| BIZD | VANECK ETF TRUST | $67.87万 | 0.01% | 53,020 | -6,233 | -10.5% | -$7.98万 | 减仓 |
| MSIF | MSC INCOME FUND INC | $67.60万 | 0.01% | 55,502 | 16,532 | 42.4% | $20.14万 | 加仓 |
| BLK | BLACKROCK INC | $67.55万 | 0.01% | 702 | -61 | -8.0% | -$5.87万 | 减仓 |
| SHOP | SHOPIFY INC | $67.51万 | 0.01% | 5,691 | 1,014 | 21.7% | $12.03万 | 加仓 |
| TOST | TOAST INC | $67.41万 | 0.01% | 25,429 | -3,978 | -13.5% | -$10.55万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $67.29万 | 0.01% | 10,414 | 586 | 6.0% | $3.79万 | 加仓 |
| VLO | VALERO ENERGY CORP | $67.15万 | 0.01% | 2,718 | 12 | 0.4% | $2,965 | 加仓 |
| NKE | NIKE INC | $67.08万 | 0.01% | 12,700 | -620 | -4.7% | -$3.27万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $66.97万 | 0.01% | 8,093 | 406 | 5.3% | $3.36万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $66.74万 | 0.01% | 11,208 | -1,796 | -13.8% | -$10.69万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $66.71万 | 0.01% | 27,487 | -639 | -2.3% | -$1.55万 | 减仓 |
| ABNB | AIRBNB INC | $65.88万 | 0.01% | 5,217 | -65 | -1.2% | -$8,208 | 减仓 |
| FTNT | FORTINET INC | $65.49万 | 0.01% | 8,014 | -290 | -3.5% | -$2.37万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $65.46万 | 0.01% | 14,004 | -202 | -1.4% | -$9,442 | 减仓 |
| MET | METLIFE INC | $65.35万 | 0.01% | 9,240 | 3,418 | 58.7% | $24.17万 | 加仓 |
| NEM | NEWMONT CORP | $64.85万 | 0.01% | 5,991 | -363 | -5.7% | -$3.93万 | 减仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $64.70万 | 0.01% | 13,460 | 83 | 0.6% | $3,990 | 加仓 |
| EVRG | EVERGY INC | $64.36万 | 0.01% | 7,856 | -3,498 | -30.8% | -$28.66万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $64.25万 | 0.01% | 1,325 | 33 | 2.6% | $1.60万 | 加仓 |
| LQDH | ISHARES U S ETF TR | $64.04万 | 0.01% | 6,935 | 1,757 | 33.9% | $16.22万 | 加仓 |
| — | NUVEEN PA INVT QUALITY MUN F | $63.75万 | 0.01% | 53,440 | 5,416 | 11.3% | $6.46万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $63.51万 | 0.01% | 1,840 | 55 | 3.1% | $1.90万 | 加仓 |
| PFFD | GLOBAL X FDS | $63.40万 | 0.01% | 34,457 | 4,630 | 15.5% | $8.52万 | 加仓 |
| KKR | KKR & CO INC | $63.17万 | 0.01% | 6,830 | -301 | -4.2% | -$2.78万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $63.13万 | 0.01% | 4,821 | -15 | -0.3% | -$1,964 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $62.73万 | 0.01% | 6,959 | 513 | 8.0% | $4.62万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $62.51万 | 0.01% | 27,920 | 447 | 1.6% | $1.00万 | 加仓 |
| FLS | FLOWSERVE CORP | $62.48万 | 0.01% | 8,499 | -798 | -8.6% | -$5.87万 | 减仓 |
| LQD | ISHARES TR | $62.36万 | 0.01% | 5,721 | -7,310 | -56.1% | -$79.68万 | 减仓 |
| SILJ | AMPLIFY ETF TR | $62.26万 | 0.01% | 20,948 | 20,948 | — | $62.26万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $61.70万 | 0.01% | 2,312 | 23 | 1.0% | $6,138 | 加仓 |
| IYF | ISHARES TR | $61.20万 | 0.01% | 5,201 | -37 | -0.7% | -$4,353 | 减仓 |
| IDEV | ISHARES TR | $60.94万 | 0.01% | 7,292 | 4,216 | 137.1% | $35.23万 | 加仓 |
| FHI | FEDERATED HERMES INC | $60.87万 | 0.01% | 10,733 | 105 | 1.0% | $5,955 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $60.74万 | 0.01% | 6,296 | 697 | 12.4% | $6.72万 | 加仓 |
| ICF | ISHARES TR | $60.51万 | 0.01% | 9,778 | 600 | 6.5% | $3.71万 | 加仓 |
| ASML | ASML HLDG NV | $60.23万 | 0.01% | 456 | 99 | 27.7% | $13.08万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $59.84万 | 0.01% | 26,040 | 46 | 0.2% | $1,057 | 加仓 |
| UTES | ETFIS SER TR I | $59.73万 | 0.01% | 7,476 | -30 | -0.4% | -$2,397 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $59.26万 | 0.01% | 12,352 | 33 | 0.3% | $1,583 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $59.23万 | 0.01% | 23,181 | 376 | 1.6% | $9,607 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $59.14万 | 0.01% | 9,102 | -1,962 | -17.7% | -$12.75万 | 减仓 |
| SMMU | PIMCO ETF TR | $58.68万 | 0.01% | 11,632 | -15 | -0.1% | -$757 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $58.43万 | 0.01% | 8,431 | -1,325 | -13.6% | -$9.18万 | 减仓 |
| TMUS | T-MOBILE US INC | $58.35万 | 0.01% | 2,778 | 151 | 5.7% | $3.17万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $58.01万 | 0.01% | 4,420 | -214 | -4.6% | -$2.81万 | 减仓 |
| — | SPROTT FDS TR | $57.98万 | 0.01% | 12,759 | 3,251 | 34.2% | $14.77万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $57.83万 | 0.01% | 3,312 | 94 | 2.9% | $1.64万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $57.54万 | 0.01% | 7,455 | -161 | -2.1% | -$1.24万 | 减仓 |
| CRD/A | CRAWFORD & CO | $57.34万 | 0.01% | 57,516 | 80 | 0.1% | $798 | 加仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $57.11万 | 0.01% | 21,261 | 0 | 0.0% | — | 不变 |
| SGDM | SPROTT ETF TRUST | $56.80万 | 0.01% | 7,524 | -50 | -0.7% | -$3,775 | 减仓 |
| — | GRANITESHARES ETF TR | $56.57万 | 0.01% | 48,959 | 636 | 1.3% | $7,348 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $56.55万 | 0.01% | 2,786 | -465 | -14.3% | -$9.44万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $56.50万 | 0.01% | 9,664 | -8,937 | -48.0% | -$52.25万 | 重新持有 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $56.16万 | 0.01% | 28,754 | -2,488 | -8.0% | -$4.86万 | 减仓 |
| AWR | AMER STATES WTR CO | $56.02万 | 0.01% | 7,408 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $55.70万 | 0.01% | 11,853 | 2,627 | 28.5% | $12.34万 | 加仓 |
| FSK | FS KKR CAP CORP | $55.58万 | 0.01% | 54,602 | -32,229 | -37.1% | -$32.81万 | 减仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $54.82万 | 0.01% | 6,350 | 569 | 9.8% | $4.91万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $54.74万 | 0.01% | 107,326 | -291 | -0.3% | -$1,484 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $54.71万 | 0.01% | 6,759 | -191 | -2.7% | -$1.55万 | 减仓 |
| ESGE | ISHARES INC | $54.53万 | 0.01% | 11,993 | -111 | -0.9% | -$5,047 | 减仓 |
| AGGY | WISDOMTREE TR | $54.42万 | 0.01% | 12,525 | 109 | 0.9% | $4,736 | 加仓 |
| IHDG | WISDOMTREE TR | $54.21万 | 0.01% | 11,259 | -149 | -1.3% | -$7,174 | 减仓 |
| DLN | WISDOMTREE TR | $54.18万 | 0.01% | 6,065 | 11 | 0.2% | $983 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $53.93万 | 0.01% | 9,577 | 1,790 | 23.0% | $10.08万 | 加仓 |
| NUBD | NUSHARES ETF TR | $53.83万 | 0.01% | 24,239 | -424 | -1.7% | -$9,417 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $53.78万 | 0.01% | 4,935 | -412 | -7.7% | -$4.49万 | 减仓 |
| TTD | THE TRADE DESK INC | $53.69万 | 0.01% | 23,663 | -6,199 | -20.8% | -$14.07万 | 减仓 |
| KRE | SPDR SERIES TRUST | $53.63万 | 0.01% | 8,232 | 53 | 0.6% | $3,453 | 加仓 |
| HECA | ETF OPPORTUNITIES TRUST | $53.59万 | 0.01% | 18,561 | 18,561 | — | $53.59万 | 新建仓 |
| URA | GLOBAL X FDS | $53.49万 | 0.01% | 11,046 | 1,036 | 10.3% | $5.02万 | 加仓 |
| PAYX | PAYCHEX INC | $53.46万 | 0.01% | 5,803 | -11,996 | -67.4% | -$110.51万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $53.17万 | 0.01% | 10,257 | 1,976 | 23.9% | $10.24万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $53.07万 | 0.01% | 5,611 | -279 | -4.7% | -$2.64万 | 减仓 |
| — | TIDAL TRUST I | $53.05万 | 0.01% | 22,854 | 22,854 | — | $53.05万 | 新建仓 |
| B | BARRICK MNG CORP | $52.18万 | 0.01% | 12,791 | 4,189 | 48.7% | $17.09万 | 加仓 |
| AZO | AUTOZONE INC | $51.34万 | 0.01% | 152 | 8 | 5.6% | $2.70万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $51.24万 | 0.01% | 2,747 | 46 | 1.7% | $8,580 | 加仓 |
| RWR | SPDR SERIES TRUST | $51.19万 | 0.01% | 5,070 | -50,818 | -90.9% | -$513.13万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $51.15万 | 0.01% | 15,522 | 285 | 1.9% | $9,391 | 加仓 |
| — | EA SERIES TRUST | $51.06万 | 0.01% | 10,126 | 0 | 0.0% | — | 不变 |
| XYLD | GLOBAL X FDS | $50.97万 | 0.01% | 13,026 | 5,529 | 73.7% | $21.63万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $50.71万 | 0.01% | 1,763 | 0 | 0.0% | — | 不变 |
| XMLV | INVESCO EXCH TRADED FD TR II | $50.61万 | 0.01% | 8,037 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $50.59万 | 0.01% | 5,477 | -2,658 | -32.7% | -$24.55万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $50.49万 | 0.01% | 5,056 | -14,801 | -74.5% | -$147.81万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $50.24万 | 0.01% | 2,378 | -22 | -0.9% | -$4,648 | 减仓 |
| — | ISHARES ETHEREUM TR | $49.73万 | 0.01% | 31,416 | 7,031 | 28.8% | $11.13万 | 加仓 |
| EMB | ISHARES TR | $49.64万 | 0.01% | 5,285 | 654 | 14.1% | $6.14万 | 加仓 |