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 |
|---|---|---|---|---|---|---|---|---|
| CMCSA | COMCAST CORP NEW | $49.49万 | 0.01% | 17,237 | -15,227 | -46.9% | -$43.72万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $49.26万 | 0.01% | 1,506 | -25 | -1.6% | -$8,178 | 减仓 |
| INTU | INTUIT | $49.15万 | 0.01% | 1,137 | 560 | 97.1% | $24.21万 | 加仓 |
| GWW | WW GRAINGER INC | $49.09万 | 0.01% | 450 | 12 | 2.7% | $1.31万 | 加仓 |
| — | NEXTERA ENERGY INC | $48.87万 | 0.01% | 9,341 | 125 | 1.4% | $6,539 | 加仓 |
| FLNG | FLEX LNG LTD | $48.67万 | 0.01% | 16,383 | 4,188 | 34.3% | $12.44万 | 加仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $48.65万 | 0.01% | 4,986 | -730 | -12.8% | -$7.12万 | 减仓 |
| NVS | NOVARTIS AG | $48.40万 | 0.01% | 3,168 | -76 | -2.3% | -$1.16万 | 减仓 |
| — | PUTNAM ETF TRUST | $48.30万 | 0.01% | 17,514 | 2,530 | 16.9% | $6.98万 | 加仓 |
| CME | CME GROUP INC | $48.29万 | 0.01% | 1,635 | 20 | 1.2% | $5,907 | 加仓 |
| ECL | ECOLAB INC | $48.28万 | 0.01% | 1,815 | 9 | 0.5% | $2,394 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $48.20万 | 0.01% | 28,156 | 286 | 1.0% | $4,896 | 加仓 |
| EVSB | MORGAN STANLEY ETF TRUST | $48.16万 | 0.01% | 9,489 | -145 | -1.5% | -$7,359 | 减仓 |
| BE | BLOOM ENERGY CORP | $48.15万 | 0.01% | 3,554 | -102 | -2.8% | -$1.38万 | 减仓 |
| PLD | PROLOGIS INC. | $47.47万 | 0.01% | 3,591 | 191 | 5.6% | $2.52万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $47.38万 | 0.01% | 5,606 | -259 | -4.4% | -$2.19万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $46.99万 | 0.01% | 9,244 | 2,493 | 36.9% | $12.67万 | 加仓 |
| YUM | YUM BRANDS INC | $46.94万 | 0.01% | 3,019 | 104 | 3.6% | $1.62万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $46.77万 | 0.01% | 15,195 | 912 | 6.4% | $2.81万 | 加仓 |
| CI | THE CIGNA GROUP | $46.38万 | 0.01% | 1,739 | 258 | 17.4% | $6.88万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $46.33万 | 0.01% | 11,795 | 1,413 | 13.6% | $5.55万 | 加仓 |
| IJJ | ISHARES TR | $46.21万 | 0.01% | 3,487 | -177 | -4.8% | -$2.35万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $46.18万 | 0.01% | 4,727 | -244 | -4.9% | -$2.38万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $46.10万 | 0.01% | 16,085 | 5 | 0.0% | $143 | 加仓 |
| NUVB | NUVATION BIO INC | $45.90万 | 0.01% | 106,999 | 47 | 0.0% | $202 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $45.70万 | 0.01% | 5,362 | 649 | 13.8% | $5.53万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $45.60万 | 0.01% | 2,650 | 17 | 0.6% | $2,925 | 加仓 |
| APH | AMPHENOL CORP | $45.52万 | 0.01% | 3,602 | -4 | -0.1% | -$505 | 减仓 |
| ARKG | ARK ETF TR | $45.28万 | 0.01% | 17,138 | -2,669 | -13.5% | -$7.05万 | 减仓 |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $45.27万 | 0.01% | 7,298 | 0 | 0.0% | — | 不变 |
| VLU | SPDR SERIES TRUST | $45.23万 | 0.01% | 2,104 | 103 | 5.1% | $2.21万 | 加仓 |
| CDW | CDW CORP | $45.12万 | 0.01% | 3,728 | -62 | -1.6% | -$7,503 | 减仓 |
| — | AMERICAN BEACON SELECT FUNDS | $45.11万 | 0.01% | 15,964 | 2,271 | 16.6% | $6.42万 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $45.00万 | 0.01% | 9,755 | 2,389 | 32.4% | $11.02万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $44.93万 | 0.01% | 17,420 | 2,574 | 17.3% | $6.64万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $44.87万 | 0.01% | 1,538 | 80 | 5.5% | $2.33万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $44.84万 | 0.01% | 2,732 | -886 | -24.5% | -$14.54万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $44.77万 | 0.01% | 4,094 | -396 | -8.8% | -$4.33万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $44.66万 | 0.01% | 41,047 | 3,120 | 8.2% | $3.39万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $44.62万 | 0.01% | 9,802 | 3,789 | 63.0% | $17.25万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $44.51万 | 0.01% | 16,347 | 282 | 1.8% | $7,679 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $44.50万 | 0.01% | 1,129 | 1,129 | — | $44.50万 | 新建仓 |
| PKG | PACKAGING CORP AMER | $44.16万 | 0.01% | 2,081 | -15 | -0.7% | -$3,183 | 减仓 |
| — | LISTED FDS TR | $44.14万 | 0.01% | 21,481 | 21,481 | — | $44.14万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $44.01万 | 0.01% | 1,330 | 19 | 1.4% | $6,287 | 加仓 |
| ERO | ERO COPPER CORP | $43.94万 | 0.01% | 16,475 | 16,475 | — | $43.94万 | 新建仓 |
| ADSK | AUTODESK INC | $43.93万 | 0.01% | 1,835 | -144 | -7.3% | -$3.45万 | 减仓 |
| REM | ISHARES TR | $43.61万 | 0.01% | 20,313 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $43.36万 | 0.01% | 5,966 | -47 | -0.8% | -$3,416 | 减仓 |
| — | TIDAL TRUST II | $43.30万 | 0.01% | 18,480 | 7,558 | 69.2% | $17.71万 | 加仓 |
| — | ULTIMUS MANAGERS TR | $43.28万 | 0.01% | 17,602 | 983 | 5.9% | $2.42万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $43.20万 | 0.01% | 35,034 | 150 | 0.4% | $1,850 | 加仓 |
| IHE | ISHARES TR | $43.09万 | 0.01% | 4,972 | -154 | -3.0% | -$1.33万 | 减仓 |
| ESGU | ISHARES TR | $43.05万 | 0.01% | 3,044 | -146 | -4.6% | -$2.06万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $43.05万 | 0.01% | 2,737 | 391 | 16.7% | $6.15万 | 加仓 |
| ARKQ | ARK ETF TR | $42.92万 | 0.01% | 3,817 | 1,213 | 46.6% | $13.64万 | 加仓 |
| WELL | WELLTOWER INC | $42.60万 | 0.01% | 2,155 | 273 | 14.5% | $5.40万 | 加仓 |
| VST | VISTRA CORP | $42.19万 | 0.01% | 2,807 | 744 | 36.1% | $11.18万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $42.10万 | 0.01% | 18,052 | 1,869 | 11.5% | $4.36万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $41.94万 | 0.01% | 17,754 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $41.85万 | 0.01% | 8,834 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $41.84万 | 0.01% | 13,951 | 7,091 | 103.4% | $21.27万 | 加仓 |
| CCL | CARNIVAL CORP | $41.59万 | 0.01% | 16,071 | 468 | 3.0% | $1.21万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $41.49万 | 0.01% | 5,485 | -15 | -0.3% | -$1,135 | 减仓 |
| — | PROSHARES TR II | $41.33万 | 0.01% | 12,031 | 12,031 | — | $41.33万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $41.12万 | 0.01% | 5,778 | -1,246 | -17.7% | -$8.87万 | 减仓 |
| MINT | PIMCO ETF TR | $40.75万 | 0.01% | 4,052 | 7 | 0.2% | $704 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $40.70万 | 0.01% | 4,222 | 22 | 0.5% | $2,121 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $40.62万 | 0.01% | 8,208 | 3,114 | 61.1% | $15.41万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $40.59万 | 0.01% | 11,026 | 11,026 | — | $40.59万 | 新建仓 |
| — | PROFESIONALLY MANAGED PORTFO | $40.58万 | 0.01% | 28,770 | 28,770 | — | $40.58万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $40.46万 | 0.01% | 4,574 | 322 | 7.6% | $2.85万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $40.40万 | 0.01% | 16,171 | 4,690 | 40.9% | $11.72万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $40.26万 | 0.01% | 39,089 | -2,264 | -5.5% | -$2.33万 | 减仓 |
| RLY | SSGA ACTIVE ETF TR | $40.09万 | 0.01% | 11,091 | 338 | 3.1% | $1.22万 | 加仓 |
| RKLB | ROCKET LAB CORP | $40.09万 | 0.01% | 6,242 | 942 | 17.8% | $6.05万 | 加仓 |
| SHV | ISHARES TR | $40.07万 | 0.01% | 3,630 | -368 | -9.2% | -$4.06万 | 减仓 |
| HACK | AMPLIFY ETF TR | $40.07万 | 0.01% | 5,337 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $40.00万 | 0.01% | 14,971 | -1,662 | -10.0% | -$4.44万 | 减仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $39.79万 | 0.01% | 17,302 | 3,122 | 22.0% | $7.18万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $39.58万 | 0.01% | 8,568 | 100 | 1.2% | $4,619 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $39.50万 | 0.01% | 2,362 | -1,076 | -31.3% | -$18.00万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $39.39万 | 0.01% | 7,130 | -745 | -9.5% | -$4.12万 | 减仓 |
| CHAT | TIDAL TRUST II | $39.31万 | 0.01% | 6,356 | 50 | 0.8% | $3,092 | 加仓 |
| — | FIRST NATL CORP VA | $39.04万 | 0.01% | 14,503 | -100 | -0.7% | -$2,692 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $38.99万 | 0.01% | 1,282 | 17 | 1.3% | $5,171 | 加仓 |
| AVAV | AEROVIRONMENT INC | $38.92万 | 0.01% | 2,126 | 148 | 7.5% | $2.71万 | 加仓 |
| AAXJ | ISHARES TR | $38.87万 | 0.01% | 4,037 | -59 | -1.4% | -$5,681 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $38.39万 | 0.01% | 2,104 | 277 | 15.2% | $5.05万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $38.22万 | 0.01% | 900 | 900 | — | $38.22万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $38.22万 | 0.01% | 358 | -12 | -3.2% | -$1.28万 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $38.18万 | 0.01% | 10,937 | 15 | 0.1% | $524 | 加仓 |
| MTUM | ISHARES TR | $38.13万 | 0.01% | 1,589 | 58 | 3.8% | $1.39万 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $37.74万 | 0.01% | 6,500 | -68 | -1.0% | -$3,949 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $37.66万 | 0.01% | 16,267 | 16,267 | — | $37.66万 | 新建仓 |
| TRGP | TARGA RES CORP | $37.57万 | 0.01% | 1,499 | 74 | 5.2% | $1.85万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $37.54万 | 0.01% | 18,383 | 1,071 | 6.2% | $2.19万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $37.54万 | 0.01% | 2,388 | 200 | 9.1% | $3.14万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $37.40万 | 0.01% | 3,152 | 59 | 1.9% | $7,000 | 加仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $37.24万 | 0.01% | 13,901 | 13,901 | — | $37.24万 | 新建仓 |