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
NUBD NUSHARES ETF TR $71.94万0.01%32,499 8,26034.1% $18.28万 加仓
MELI MERCADOLIBRE INC $71.46万0.01%421 10.2% $1,697 加仓
VPU VANGUARD WORLD FD $71.27万0.01%3,641 340.9% $6,655 加仓
ICF ISHARES TR $70.98万0.01%10,495 7177.3% $4.85万 加仓
CRS CARPENTER TECHNOLOGY CORP $70.83万0.01%1,148 191.7% $1.17万 加仓
ABNB AIRBNB INC $70.38万0.01%4,918 -299-5.7% -$4.28万 减仓
AIS TIDAL TRUST III $70.30万0.01%8,241 2,21136.7% $18.86万 加仓
VCIT VANGUARD SCOTTSDALE FDS $70.21万0.01%8,495 4025.0% $3.32万 加仓
HECA ETF OPPORTUNITIES TRUST $70.16万0.01%25,700 7,13938.5% $19.49万 加仓
LH LABCORP HOLDINGS INC $70.01万0.01%2,500 1888.1% $5.26万 加仓
NLR VANECK ETF TRUST $69.54万0.01%5,996 65312.2% $7.57万 加仓
VDC VANGUARD WORLD FD $69.37万0.01%3,077 -3,092-50.1% -$69.71万 减仓
BSMS INVESCO EXCH TRD SLF IDX FD $69.22万0.01%29,530 00.0% — 不变
IGPT INVESCO EXCHANGE TRADED FD T $68.79万0.01%6,608 1081.7% $1.12万 加仓
FDXF FEDEX FGHT HLDG CO INC $68.74万0.01%4,552 4,552— $68.74万 新建仓
SHEL SHELL PLC $68.65万0.01%8,854 -3,244-26.8% -$25.15万 减仓
TROW PRICE T ROWE GROUP INC $68.60万0.01%6,034 -925-13.3% -$10.52万 减仓
SCHC SCHWAB STRATEGIC TR $68.33万0.01%14,199 1951.4% $9,384 加仓
MSTR STRATEGY INC $68.30万0.01%7,857 3294.4% $2.86万 加仓
FLRT PACER FDS TR $68.26万0.01%14,639 -2,243-13.3% -$10.46万 减仓
RDVI FIRST TR EXCHANGE-TRADED FD $68.10万0.01%23,164 -17-0.1% -$500 减仓
JCI JOHNSON CONTROLS INTERNATION $67.88万0.01%4,646 -175-3.6% -$2.56万 减仓
AVUS AMERICAN CENTY ETF TR $67.72万0.01%5,287 -1,828-25.7% -$23.41万 减仓
IGF ISHARES TR $67.42万0.01%10,123 -260-2.5% -$1.73万 减仓
PZA INVESCO EXCH TRADED FD TR II $67.28万0.01%28,603 2,5639.8% $6.03万 加仓
COP CONOCOPHILLIPS $67.25万0.01%6,469 -3,473-34.9% -$36.10万 减仓
JSML JANUS DETROIT STR TR $67.13万0.01%7,214 -35,187-83.0% -$327.43万 减仓
SILJ AMPLIFY ETF TR $67.00万0.01%25,850 4,90223.4% $12.71万 加仓
IYF ISHARES TR $66.32万0.01%5,201 00.0% — 不变
RJF RAYMOND JAMES FINL INC $66.20万0.01%4,354 -536-11.0% -$8.15万 减仓
TMO THERMO FISHER SCIENTIFIC INC $65.94万0.01%1,315 -1,391-51.4% -$69.75万 减仓
NMZ NUVEEN MUN HIGH INCOME OPPOR $65.72万0.01%62,179 62,179— $65.72万 新建仓
GM GENERAL MTRS CO $65.68万0.01%8,521 -1,273-13.0% -$9.81万 减仓
QQQI NEOS ETF TRUST $65.66万0.01%11,562 6,129112.8% $34.81万 加仓
VGIT VANGUARD SCOTTSDALE FDS $65.58万0.01%11,119 -89-0.8% -$5,249 减仓
BIZD VANECK ETF TRUST $65.21万0.01%51,507 -1,513-2.9% -$1.92万 减仓
PKB INVESCO EXCHANGE TRADED FD T $64.93万0.01%5,794 80816.2% $9.06万 加仓
CRD/A CRAWFORD & CO $64.82万0.01%57,516 00.0% — 不变
APH AMPHENOL CORP $63.82万0.01%3,619 170.5% $2,998 加仓
ESGE ISHARES INC $63.68万0.01%11,643 -350-2.9% -$1.91万 减仓
FLS FLOWSERVE CORP $63.40万0.01%8,549 500.6% $3,708 加仓
SOLS SOLSTICE ADVANCED MATLS INC $63.33万0.01%7,147 3,01873.1% $26.74万 加仓
RRC RANGE RES CORP $63.05万0.01%16,953 5583.4% $2.08万 加仓
BLK BLACKROCK INC $62.96万0.01%655 -47-6.7% -$4.52万 减仓
UTES ETFIS SER TR I $62.87万0.01%7,691 2152.9% $1.76万 加仓
CHAT TIDAL TRUST II $62.72万0.01%6,356 00.0% — 不变
WMB WILLIAMS COS INC $62.54万0.01%8,413 -1,650-16.4% -$12.27万 减仓
BUFG FIRST TR EXCHNG TRADED FD VI $62.33万0.01%21,261 00.0% — 不变
MET METLIFE INC $62.20万0.01%7,352 -1,888-20.4% -$15.97万 减仓
SOXQ INVESCO EXCH TRADED FD TR II $62.13万0.01%5,542 1,94253.9% $21.77万 加仓
SBUX STARBUCKS CORP $61.75万0.01%6,043 -4,726-43.9% -$48.29万 减仓
USB US BANCORP $61.74万0.01%10,222 -7,919-43.7% -$47.83万 减仓
IONQ IONQ INC $61.47万0.01%11,541 2,92333.9% $15.57万 加仓
AWR AMER STATES WTR CO $61.13万0.01%7,398 -10-0.1% -$826 减仓
FAST FASTENAL CO $60.83万0.01%12,664 -9,806-43.6% -$47.10万 减仓
SPMB SPDR SERIES TRUST $60.74万0.01%27,225 -695-2.5% -$1.55万 减仓
SPOT SPOTIFY TECHNOLOGY S A $60.61万0.01%1,320 -5-0.4% -$2,296 减仓
SLYV SPDR SERIES TRUST $60.48万0.01%5,543 -68-1.2% -$7,420 减仓
KKR KKR & CO INC $60.34万0.01%6,574 -256-3.7% -$2.35万 减仓
GBTC GRAYSCALE BITCOIN TRUST ETF $60.29万0.01%13,244 00.0% — 不变
CSQ CALAMOS STRATEGIC TOTAL RETU $59.97万0.01%29,166 1,0103.6% $2.08万 加仓
SHOP SHOPIFY INC $59.88万0.01%5,244 -447-7.9% -$5.10万 减仓
DLN WISDOMTREE TR $59.50万0.01%6,178 1131.9% $1.09万 加仓
CARR CARRIER GLOBAL CORPORATION $59.28万0.01%8,081 -1,496-15.6% -$10.97万 减仓
CAH CARDINAL HEALTH INC $59.13万0.01%2,489 1114.7% $2.64万 加仓
MAGS LISTED FDS TR $58.82万0.01%9,148 -2,982-24.6% -$19.17万 减仓
PKW INVESCO EXCHANGE TRADED FD T $58.75万0.01%4,148 -272-6.2% -$3.85万 减仓
VTHR VANGUARD SCOTTSDALE FDS $58.45万0.01%1,763 00.0% — 不变
BIV VANGUARD BD INDEX FDS $58.35万0.01%7,608 1532.1% $1.17万 加仓
SPG SIMON PPTY GROUP INC NEW $58.33万0.01%2,608 -139-5.1% -$3.11万 减仓
BE BLOOM ENERGY CORP $57.94万0.01%1,914 -1,640-46.1% -$49.64万 减仓
VLO VALERO ENERGY CORP $57.65万0.01%2,214 -504-18.5% -$13.12万 减仓
SMMU PIMCO ETF TR $57.23万0.01%11,333 -299-2.6% -$1.51万 减仓
ITW ILLINOIS TOOL WKS INC $56.71万0.01%2,097 -798-27.6% -$21.58万 减仓
URA GLOBAL X FDS $56.60万0.01%12,951 1,90517.2% $8.33万 加仓
BSCQ INVESCO EXCH TRD SLF IDX FD $56.36万0.01%28,868 1140.4% $2,226 加仓
— ETF OPPORTUNITIES TRUST $56.18万0.01%22,187 5,92036.4% $14.99万 加仓
MAR MARRIOTT INTL INC NEW $56.02万0.01%1,512 60.4% $2,223 加仓
BNDX VANGUARD CHARLOTTE FDS $56.00万0.01%11,563 -3,168-21.5% -$15.34万 减仓
JGRO J P MORGAN EXCHANGE TRADED F $55.80万0.01%5,660 541.0% $5,324 加仓
SCHO SCHWAB STRATEGIC TR $55.69万0.01%23,070 -4,417-16.1% -$10.66万 减仓
— EA SERIES TRUST $55.39万0.01%10,126 00.0% — 不变
GWW WW GRAINGER INC $55.20万0.01%406 -44-9.8% -$5.98万 减仓
KR KROGER CO $55.16万0.01%9,934 -1,865-15.8% -$10.36万 减仓
— GRANITESHARES ETF TR $55.06万0.01%47,693 -1,266-2.6% -$1.46万 减仓
AGGY WISDOMTREE TR $54.66万0.01%12,572 470.4% $2,044 加仓
HACK AMPLIFY ETF TR $54.58万0.01%5,202 -135-2.5% -$1.42万 减仓
XLY SELECT SECTOR SPDR TR $54.14万0.01%4,616 -319-6.5% -$3.74万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $54.10万0.01%6,666 -93-1.4% -$7,547 减仓
EMB ISHARES TR $54.07万0.01%5,607 3226.1% $3.11万 加仓
CLOA BLACKROCK ETF TRUST II $54.02万0.01%10,407 1501.5% $7,786 加仓
VLU SPDR SERIES TRUST $54.00万0.01%2,267 1637.7% $3.88万 加仓
MSIF MSC INCOME FUND INC $53.69万0.01%46,402 -9,100-16.4% -$10.53万 减仓
TUSI TOUCHSTONE ETF TRUST $53.51万0.01%21,182 21,182— $53.51万 新建仓
SJNK SPDR SERIES TRUST $53.35万0.01%21,315 5,14431.8% $12.88万 加仓
GPIQ GOLDMAN SACHS ETF TR $52.71万0.01%8,887 6798.3% $4.03万 加仓
FDVV FIDELITY COVINGTON TRUST $52.63万0.01%8,730 1,60022.4% $9.65万 加仓
— PROFESIONALLY MANAGED PORTFO $52.60万0.01%38,226 9,45632.9% $13.01万 加仓
— ISHARES ETHEREUM TR $52.59万0.01%44,229 12,81340.8% $15.23万 加仓
IDEV ISHARES TR $52.55万0.01%5,904 -1,388-19.0% -$12.35万 减仓