Wealthcare Advisory Partners LLC
WEST CHESTER PA · SEC CIK 0001683059
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| DFSB | DIMENSIONAL ETF TRUST | $37.16万 | 0.01% | 7,131 | 366 | 5.4% | $1.91万 | 加仓 |
| NVS | NOVARTIS AG | $37.11万 | 0.01% | 2,368 | -800 | -25.3% | -$12.54万 | 减仓 |
| QUS | SPDR SERIES TRUST | $36.98万 | 0.01% | 1,979 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $36.95万 | 0.01% | 2,969 | -2,144 | -41.9% | -$26.68万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $36.87万 | 0.01% | 1,071 | 20 | 1.9% | $6,886 | 加仓 |
| SG | SWEETGREEN INC | $36.73万 | 0.01% | 41,687 | 714 | 1.7% | $6,290 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $36.59万 | 0.01% | 975 | -3 | -0.3% | -$1,126 | 减仓 |
| DAL | DELTA AIR LINES INC | $36.57万 | 0.01% | 3,904 | -635 | -14.0% | -$5.95万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $36.53万 | 0.01% | 5,881 | -143 | -2.4% | -$8,882 | 减仓 |
| CMCSA | COMCAST CORP NEW | $36.27万 | 0.01% | 14,774 | -2,463 | -14.3% | -$6.05万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $36.25万 | 0.01% | 1,290 | -215 | -14.3% | -$6.04万 | 减仓 |
| SDOG | ALPS ETF TR | $36.21万 | 0.01% | 5,308 | 257 | 5.1% | $1.75万 | 加仓 |
| — | WISDOMTREE TR | $36.10万 | 0.01% | 9,549 | 9,549 | — | $36.10万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $36.10万 | 0.01% | 2,187 | 61 | 2.9% | $1.01万 | 加仓 |
| — | VANECK ETF TRUST | $36.05万 | 0.01% | 16,139 | 1,436 | 9.8% | $3.21万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $36.02万 | 0.01% | 2,967 | -154 | -4.9% | -$1.87万 | 减仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $35.91万 | 0.01% | 3,148 | 0 | 0.0% | — | 不变 |
| ISCG | ISHARES TR | $35.82万 | 0.01% | 5,466 | -334 | -5.8% | -$2.19万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $35.74万 | 0.01% | 4,340 | -247 | -5.4% | -$2.03万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $35.72万 | 0.01% | 14,142 | -244 | -1.7% | -$6,163 | 减仓 |
| PHM | PULTE GROUP INC | $35.04万 | 0.01% | 2,554 | 0 | 0.0% | — | 不变 |
| — | NUVEEN VA QUALITY MUN INCOM | $34.96万 | 0.01% | 30,220 | 507 | 1.7% | $5,866 | 加仓 |
| DY | DYCOM INDS INC | $34.94万 | 0.01% | 691 | 14 | 2.1% | $7,078 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $34.91万 | 0.01% | 7,595 | 90 | 1.2% | $4,136 | 加仓 |
| QLC | FLEXSHARES TR | $34.50万 | 0.01% | 3,839 | 0 | 0.0% | — | 不变 |
| RLY | SSGA ACTIVE ETF TR | $34.47万 | 0.01% | 9,990 | -1,101 | -9.9% | -$3.80万 | 减仓 |
| CSM | PROSHARES TR | $34.34万 | 0.01% | 4,030 | -14 | -0.3% | -$1,193 | 减仓 |
| QFLR | INNOVATOR ETFS TRUST | $34.34万 | 0.01% | 9,412 | -1,174 | -11.1% | -$4.28万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $34.25万 | 0.01% | 6,492 | 1,104 | 20.5% | $5.82万 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $34.04万 | 0.01% | 8,610 | -1,145 | -11.7% | -$4.53万 | 减仓 |
| CME | CME GROUP INC | $34.03万 | 0.01% | 1,541 | -94 | -5.7% | -$2.08万 | 减仓 |
| — | THEMES ETF TR | $34.03万 | 0.01% | 8,665 | 0 | 0.0% | — | 不变 |
| JETS | ETF SER SOLUTIONS | $33.98万 | 0.01% | 10,229 | 10,229 | — | $33.98万 | 新建仓 |
| FALN | ISHARES TR | $33.85万 | 0.01% | 12,428 | -2,543 | -17.0% | -$6.93万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $33.73万 | 0.01% | 9,921 | 671 | 7.3% | $2.28万 | 加仓 |
| AOR | ISHARES TR | $33.64万 | 0.01% | 4,840 | 1,693 | 53.8% | $11.77万 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $33.37万 | 0.01% | 14,491 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $33.35万 | 0.01% | 3,308 | -744 | -18.4% | -$7.50万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $33.17万 | 0.01% | 3,618 | -1,744 | -32.5% | -$15.99万 | 减仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $33.15万 | 0.01% | 8,497 | 8,497 | — | $33.15万 | 新建仓 |
| WTV | WISDOMTREE TR | $33.08万 | 0.01% | 3,252 | 70 | 2.2% | $7,121 | 加仓 |
| IUSV | ISHARES TR | $33.04万 | 0.01% | 3,000 | 322 | 12.0% | $3.55万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $32.96万 | 0.01% | 6,294 | 6,294 | — | $32.96万 | 新建仓 |
| TFLO | ISHARES TR | $32.84万 | 0.01% | 6,487 | 186 | 3.0% | $9,417 | 加仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $32.74万 | 0.01% | 3,342 | 14 | 0.4% | $1,372 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $32.63万 | 0.01% | 12,576 | -1,375 | -9.9% | -$3.57万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $32.60万 | 0.01% | 4,417 | -36 | -0.8% | -$2,657 | 减仓 |
| ARM | ARM HOLDINGS PLC | $32.59万 | 0.01% | 919 | 919 | — | $32.59万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $32.53万 | 0.01% | 3,772 | 3,772 | — | $32.53万 | 新建仓 |
| TTD | THE TRADE DESK INC | $32.52万 | 0.01% | 17,988 | -5,675 | -24.0% | -$10.26万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $32.49万 | 0.01% | 7,425 | -74 | -1.0% | -$3,238 | 减仓 |
| NULV | NUSHARES ETF TR | $32.44万 | 0.01% | 6,489 | -178 | -2.7% | -$8,898 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $32.22万 | 0.01% | 14,407 | 2,138 | 17.4% | $4.78万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $32.14万 | 0.01% | 2,124 | -264 | -11.1% | -$4.00万 | 减仓 |
| COHR | COHERENT CORP | $32.10万 | 0.01% | 814 | -807 | -49.8% | -$31.83万 | 重新持有 |
| SFLR | INNOVATOR ETFS TRUST | $32.08万 | 0.01% | 8,316 | -1,224 | -12.8% | -$4.72万 | 减仓 |
| — | PROSHARES TR II | $31.93万 | 0.01% | 14,999 | 2,968 | 24.7% | $6.32万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $31.81万 | 0.01% | 5,732 | -123 | -2.1% | -$6,826 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $31.78万 | 0.01% | 5,461 | -1,373 | -20.1% | -$7.99万 | 重新持有 |
| KIM | KIMCO REALTY CORP | $31.72万 | 0.01% | 12,514 | 2,450 | 24.3% | $6.21万 | 加仓 |
| ITB | ISHARES TR | $31.61万 | 0.01% | 3,026 | -2,105 | -41.0% | -$21.99万 | 重新持有 |
| CMBS | ISHARES TR | $31.55万 | 0.01% | 6,485 | 214 | 3.4% | $1.04万 | 加仓 |
| NNN | NNN REIT INC | $31.47万 | 0.01% | 6,763 | -1,135 | -14.4% | -$5.28万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $31.21万 | 0.01% | 2,891 | -1,836 | -38.8% | -$19.82万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $31.20万 | 0.01% | 5,394 | -106 | -1.9% | -$6,131 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $31.11万 | 0.01% | 6,247 | -6,105 | -49.4% | -$30.40万 | 减仓 |
| TACK | CAPITOL SER TR | $30.82万 | 0.01% | 9,744 | -683 | -6.6% | -$2.16万 | 减仓 |
| SRE | SEMPRA | $30.77万 | 0.01% | 3,319 | -303 | -8.4% | -$2.81万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $30.62万 | 0.01% | 4,380 | 513 | 13.3% | $3.59万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $30.59万 | 0.01% | 8,731 | -71 | -0.8% | -$2,487 | 减仓 |
| SYM | SYMBOTIC INC | $30.53万 | 0.01% | 6,792 | 2,005 | 41.9% | $9.01万 | 加仓 |
| — | LISTED FDS TR | $30.48万 | 0.01% | 7,148 | 7,148 | — | $30.48万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $30.39万 | 0.01% | 3,360 | -315 | -8.6% | -$2.85万 | 减仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $30.29万 | 0.01% | 5,956 | 5,956 | — | $30.29万 | 新建仓 |
| SHV | ISHARES TR | $30.19万 | 0.01% | 2,736 | -894 | -24.6% | -$9.87万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $30.15万 | 0.01% | 1,293 | -47 | -3.5% | -$1.10万 | 减仓 |
| APG | API GROUP CORP | $30.05万 | 0.01% | 7,096 | 410 | 6.1% | $1.74万 | 加仓 |
| SNDK | SANDISK CORP | $30.01万 | 0.01% | 132 | 132 | — | $30.01万 | 新建仓 |
| CRWV | COREWEAVE INC | $29.95万 | 0.01% | 3,009 | -836 | -21.7% | -$8.32万 | 减仓 |
| ADSK | AUTODESK INC | $29.73万 | 0.01% | 1,529 | -306 | -16.7% | -$5.95万 | 减仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $29.70万 | 0.01% | 13,550 | -127 | -0.9% | -$2,784 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $29.68万 | 0.01% | 18,507 | -4 | -0.0% | -$64 | 减仓 |
| — | SPDR INDEX SHS FDS | $29.59万 | 0.01% | 6,444 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $29.58万 | 0.01% | 3,635 | 99 | 2.8% | $8,056 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $29.51万 | 0.01% | 6,971 | 929 | 15.4% | $3.93万 | 加仓 |
| — | FLEXSHARES TR | $29.46万 | 0.01% | 3,903 | -1,270 | -24.6% | -$9.59万 | 减仓 |
| AEE | AMEREN CORP | $29.46万 | 0.01% | 2,606 | -157 | -5.7% | -$1.77万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $29.44万 | 0.01% | 11,252 | 1,810 | 19.2% | $4.74万 | 加仓 |
| — | WISDOMTREE TR | $29.33万 | 0.01% | 6,642 | -1,108 | -14.3% | -$4.89万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $29.33万 | 0.01% | 459 | 459 | — | $29.33万 | 新建仓 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $29.25万 | 0.01% | 10,419 | 40 | 0.4% | $1,123 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $29.20万 | 0.01% | 5,822 | -308,552 | -98.1% | -$1,547.51万 | 减仓 |
| ERAS | ERASCA INC | $29.17万 | 0.01% | 15,924 | 756 | 5.0% | $1.38万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $28.98万 | 0.01% | 2,354 | -383 | -14.0% | -$4.71万 | 减仓 |
| B | BARRICK MNG CORP | $28.86万 | 0.01% | 7,858 | -4,933 | -38.6% | -$18.12万 | 减仓 |
| TMUS | T-MOBILE US INC | $28.70万 | 0.01% | 1,711 | -1,067 | -38.4% | -$17.90万 | 减仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $28.64万 | 0.01% | 7,851 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $28.60万 | 0.01% | 1,936 | -1,551 | -44.5% | -$22.91万 | 减仓 |
| IGRO | ISHARES TR | $28.42万 | 0.01% | 3,232 | 2 | 0.1% | $176 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $28.36万 | 0.01% | 7,168 | -1,400 | -16.3% | -$5.54万 | 减仓 |