Wellspring Financial Advisors, LLC
CLEVELAND OH · SEC CIK 0001811308
$67.47亿2026Q1 申报市值
278持仓数
77.8%前十大占比 · 第一大 29.3%
42 / 33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
IFRA 加仓+$3,151.91万
SHC 加仓+$2,677.13万
AAPL 加仓+$1,951.46万
VGSH 加仓+$1,679.75万
GS 加仓+$1,158.89万
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$1.88亿
SPY 减仓-$1,116.96万
VYM 减仓-$1,026.72万
XLE 清仓-$813.91万
VOO 减仓-$783.75万
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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES CORE S&P MID CAP ETF | $8,676.48万 | 1.29% | 1,284,833 | 9,275 | 0.7% | $62.63万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $9,079.69万 | 1.35% | 1,620,720 | -90,317 | -5.3% | -$505.98万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $9,541.76万 | 1.41% | 2,065,764 | 73,491 | 3.7% | $339.45万 | 加仓 |
| IGV | ISHARES S&P NORTH AMER TECH-SOFTWARE | $1.22亿 | 1.80% | 1,520,678 | -94,834 | -5.9% | -$759.15万 | 减仓 |
| VOE | VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF | $1.44亿 | 2.14% | 784,107 | -782 | -0.1% | -$14.41万 | 减仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $1.77亿 | 2.63% | 788,952 | 15 | 0.0% | $3,369 | 加仓 |
| VTV | VANGUARD VALUE ETF | $1.77亿 | 2.63% | 903,698 | -3,190 | -0.4% | -$62.59万 | 减仓 |
| MSFT | MICROSOFT | $1.90亿 | 2.82% | 514,379 | -507,721 | -49.7% | -$1.88亿 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $2.10亿 | 3.11% | 350,676 | -13,116 | -3.6% | -$783.75万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $2.26亿 | 3.35% | 2,933,385 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES S&P 500 INDEX | $2.64亿 | 3.92% | 404,618 | 6,351 | 1.6% | $414.85万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD | $4.31亿 | 6.39% | 2,909,177 | -69,326 | -2.3% | -$1,026.72万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $4.55亿 | 6.75% | 1,042,054 | 3,534 | 0.3% | $154.36万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $4.89亿 | 7.24% | 751,234 | -17,175 | -2.2% | -$1,116.96万 | 减仓 |
| QQQ | POWERSHARES QQQ TR | $8.29亿 | 12.29% | 1,436,888 | -185 | -0.0% | -$10.68万 | 减仓 |
| VTI | VANGUARD TOTAL STK MKT | $19.77亿 | 29.30% | 6,161,979 | -10,075 | -0.2% | -$323.22万 | 减仓 |