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 |
|---|---|---|---|---|---|---|---|---|
| — | FLEXSHARES TR | $37.19万 | 0.01% | 5,173 | 36 | 0.7% | $2,588 | 加仓 |
| ALL | ALLSTATE CORP | $37.10万 | 0.01% | 1,789 | -38 | -2.1% | -$7,880 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $36.96万 | 0.01% | 338 | 338 | — | $36.96万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $36.53万 | 0.01% | 23,004 | 10,954 | 90.9% | $17.39万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $36.50万 | 0.01% | 3,325 | -32 | -1.0% | -$3,513 | 减仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $36.43万 | 0.01% | 3,328 | 93 | 2.9% | $1.02万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $36.30万 | 0.01% | 9,700 | 27 | 0.3% | $1,010 | 加仓 |
| FDG | AMERICAN CENTY ETF TR | $35.93万 | 0.01% | 3,150 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $35.84万 | 0.01% | 7,652 | 518 | 7.3% | $2.43万 | 加仓 |
| FLR | FLUOR CORP | $35.79万 | 0.01% | 7,673 | 142 | 1.9% | $6,624 | 加仓 |
| HCA | HCA HEALTHCARE INC | $35.76万 | 0.01% | 756 | 37 | 5.1% | $1.75万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $35.75万 | 0.01% | 5,855 | -491 | -7.7% | -$3.00万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $35.66万 | 0.01% | 8,678 | -607 | -6.5% | -$2.49万 | 减仓 |
| SPGI | S&P GLOBAL INC | $35.60万 | 0.01% | 837 | -5 | -0.6% | -$2,127 | 减仓 |
| DAPP | VANECK ETF TRUST | $35.58万 | 0.01% | 23,846 | 4,100 | 20.8% | $6.12万 | 加仓 |
| TER | TERADYNE INC | $35.29万 | 0.01% | 1,190 | -245 | -17.1% | -$7.27万 | 减仓 |
| QFLR | INNOVATOR ETFS TRUST | $35.25万 | 0.01% | 10,586 | 3,862 | 57.4% | $12.86万 | 加仓 |
| SRE | SEMPRA | $35.19万 | 0.01% | 3,622 | 282 | 8.4% | $2.74万 | 加仓 |
| VDE | VANGUARD WORLD FD | $35.04万 | 0.01% | 2,025 | -128 | -5.9% | -$2.21万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $35.00万 | 0.01% | 6,765 | 0 | 0.0% | — | 不变 |
| PEBO | PEOPLES BANCORP INC | $34.89万 | 0.01% | 10,616 | -418 | -3.8% | -$1.37万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $34.84万 | 0.01% | 3,245 | 3,245 | — | $34.84万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $34.73万 | 0.01% | 1,367 | -1,289 | -48.5% | -$32.75万 | 减仓 |
| — | WISDOMTREE TR | $34.26万 | 0.01% | 7,750 | -87 | -1.1% | -$3,846 | 减仓 |
| DWX | SPDR INDEX SHS FDS | $34.22万 | 0.01% | 7,505 | 200 | 2.7% | $9,120 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $34.04万 | 0.01% | 3,606 | -531 | -12.8% | -$5.01万 | 减仓 |
| QUS | SPDR SERIES TRUST | $33.97万 | 0.01% | 1,979 | -459 | -18.8% | -$7.88万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $33.85万 | 0.01% | 6,172 | 6,172 | — | $33.85万 | 新建仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $33.83万 | 0.01% | 6,402 | 0 | 0.0% | — | 不变 |
| SFLR | INNOVATOR ETFS TRUST | $33.78万 | 0.01% | 9,540 | 3,629 | 61.4% | $12.85万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $33.71万 | 0.01% | 1,051 | 111 | 11.8% | $3.56万 | 加仓 |
| — | NUVEEN VA QUALITY MUN INCOM | $33.67万 | 0.01% | 29,713 | 331 | 1.1% | $3,750 | 加仓 |
| BIDU | BAIDU INC | $33.52万 | 0.01% | 3,008 | 185 | 6.6% | $2.06万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $33.49万 | 0.01% | 14,231 | 14,231 | — | $33.49万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $33.47万 | 0.01% | 9,108 | 4,959 | 119.5% | $18.22万 | 加仓 |
| BIBL | NORTHERN LTS FD TR IV | $33.43万 | 0.01% | 7,089 | -14 | -0.2% | -$660 | 减仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $33.36万 | 0.01% | 14,491 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $33.32万 | 0.01% | 20,439 | 3,583 | 21.3% | $5.84万 | 加仓 |
| TBUX | T ROWE PRICE ETF INC | $33.22万 | 0.01% | 6,678 | 6,678 | — | $33.22万 | 新建仓 |
| NNN | NNN REIT INC | $33.19万 | 0.01% | 7,898 | 1,972 | 33.3% | $8.29万 | 加仓 |
| EOG | EOG RES INC | $33.16万 | 0.01% | 2,294 | 263 | 12.9% | $3.80万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $33.10万 | 0.01% | 845 | 29 | 3.6% | $1.14万 | 加仓 |
| EZM | WISDOMTREE TR | $32.94万 | 0.01% | 4,900 | 280 | 6.1% | $1.88万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $32.90万 | 0.01% | 4,587 | 7 | 0.2% | $502 | 加仓 |
| SDOG | ALPS ETF TR | $32.85万 | 0.01% | 5,051 | -2,083 | -29.2% | -$13.55万 | 减仓 |
| CTVA | CORTEVA INC | $32.82万 | 0.01% | 3,920 | 154 | 4.1% | $1.29万 | 加仓 |
| IGIB | ISHARES TR | $32.72万 | 0.01% | 6,147 | 32 | 0.5% | $1,703 | 加仓 |
| AGNC | AGNC INVT CORP | $32.57万 | 0.01% | 32,475 | -167 | -0.5% | -$1,675 | 减仓 |
| ZTS | ZOETIS INC | $32.54万 | 0.01% | 2,753 | -2,154 | -43.9% | -$25.46万 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $32.33万 | 0.01% | 11,244 | 1,710 | 17.9% | $4.92万 | 加仓 |
| UFO | PROCURE ETF TRUST II | $32.31万 | 0.01% | 7,210 | 7,210 | — | $32.31万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $32.25万 | 0.01% | 14,163 | -5,451 | -27.8% | -$12.41万 | 减仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $32.09万 | 0.01% | 3,148 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST I | $31.98万 | 0.01% | 15,171 | 15,171 | — | $31.98万 | 新建仓 |
| TFLO | ISHARES TR | $31.90万 | 0.01% | 6,301 | -2,031 | -24.4% | -$10.28万 | 减仓 |
| ISCG | ISHARES TR | $31.78万 | 0.01% | 5,800 | 1,036 | 21.7% | $5.68万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $31.73万 | 0.01% | 6,246 | 133 | 2.2% | $6,756 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $31.70万 | 0.01% | 5,500 | -544 | -9.0% | -$3.14万 | 减仓 |
| TACK | CAPITOL SER TR | $31.70万 | 0.01% | 10,427 | -5,691 | -35.3% | -$17.30万 | 减仓 |
| IDV | ISHARES TR | $31.64万 | 0.01% | 7,435 | -14 | -0.2% | -$596 | 减仓 |
| — | VANECK ETF TRUST | $31.61万 | 0.01% | 14,703 | 1 | 0.0% | $21 | 加仓 |
| AMT | AMERICAN TOWER CORP | $31.54万 | 0.01% | 1,828 | -930 | -33.7% | -$16.05万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $31.51万 | 0.01% | 3,357 | -828 | -19.8% | -$7.77万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $31.45万 | 0.01% | 4,129 | 4,129 | — | $31.45万 | 新建仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $31.33万 | 0.01% | 4,453 | -9 | -0.2% | -$633 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $31.10万 | 0.01% | 14,386 | -7,151 | -33.2% | -$15.46万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $30.82万 | 0.01% | 2,662 | -5 | -0.2% | -$579 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $30.80万 | 0.01% | 4,962 | 120 | 2.5% | $7,450 | 加仓 |
| CMBS | ISHARES TR | $30.56万 | 0.01% | 6,271 | -700 | -10.0% | -$3.41万 | 减仓 |
| AEE | AMEREN CORP | $30.37万 | 0.01% | 2,763 | -12 | -0.4% | -$1,319 | 减仓 |
| NULV | NUSHARES ETF TR | $30.33万 | 0.01% | 6,667 | 0 | 0.0% | — | 不变 |
| CSM | PROSHARES TR | $30.26万 | 0.01% | 4,044 | -28 | -0.7% | -$2,095 | 减仓 |
| PWR | QUANTA SVCS INC | $30.25万 | 0.01% | 551 | 53 | 10.6% | $2.91万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $30.19万 | 0.01% | 6,024 | -639 | -9.6% | -$3.20万 | 减仓 |
| DAL | DELTA AIR LINES INC | $30.18万 | 0.01% | 4,539 | 477 | 11.7% | $3.17万 | 加仓 |
| WTV | WISDOMTREE TR | $30.14万 | 0.01% | 3,182 | 3,182 | — | $30.14万 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $30.06万 | 0.01% | 3,490 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $30.06万 | 0.01% | 1,446 | 148 | 11.4% | $3.08万 | 加仓 |
| PHM | PULTE GROUP INC | $30.04万 | 0.01% | 2,554 | 101 | 4.1% | $1.19万 | 加仓 |
| QLC | FLEXSHARES TR | $30.01万 | 0.01% | 3,839 | -60 | -1.5% | -$4,690 | 减仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $29.83万 | 0.01% | 13,677 | 13,677 | — | $29.83万 | 新建仓 |
| CRWV | COREWEAVE INC | $29.79万 | 0.01% | 3,845 | -2,147 | -35.8% | -$16.63万 | 减仓 |
| IJK | ISHARES TR | $29.76万 | 0.01% | 2,958 | -171 | -5.5% | -$1.72万 | 减仓 |
| APTV | APTIV PLC | $29.70万 | 0.01% | 4,277 | -86 | -2.0% | -$5,972 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $29.64万 | 0.01% | 8,802 | -1,218 | -12.2% | -$4.10万 | 减仓 |
| — | LISTED FDS TR | $29.64万 | 0.01% | 13,528 | 13,528 | — | $29.64万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $29.62万 | 0.01% | 1,505 | -1,114 | -42.5% | -$21.93万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $29.61万 | 0.01% | 9,250 | 1,758 | 23.5% | $5.63万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $29.43万 | 0.01% | 3,675 | -3,213 | -46.6% | -$25.73万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $29.27万 | 0.01% | 5,772 | 7 | 0.1% | $355 | 加仓 |
| IBMQ | ISHARES TR | $29.20万 | 0.01% | 11,436 | -3,242 | -22.1% | -$8.28万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $29.19万 | 0.01% | 1,980 | -1,625 | -45.1% | -$23.96万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $29.13万 | 0.01% | 3,121 | -42 | -1.3% | -$3,919 | 减仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $28.83万 | 0.01% | 9,156 | 65 | 0.7% | $2,047 | 加仓 |
| — | THEMES ETF TR | $28.67万 | 0.01% | 8,665 | 1 | 0.0% | $33 | 加仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $28.54万 | 0.01% | 7,851 | -430 | -5.2% | -$1.56万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $28.44万 | 0.01% | 3,971 | 169 | 4.4% | $1.21万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $28.40万 | 0.01% | 18,511 | 2,859 | 18.3% | $4.39万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $28.13万 | 0.01% | 15,073 | 357 | 2.4% | $6,662 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $28.12万 | 0.01% | 7,499 | 0 | 0.0% | — | 不变 |