Wellspring Financial Advisors, LLC
CLEVELAND OH · SEC CIK 0001811308
$109.43亿2026Q2 申报市值
288持仓数
84.2%前十大占比 · 第一大 32.8%
32 / 27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
IVV 加仓+$32.88亿
EFA 加仓+$1.80亿
VOO 加仓+$1.18亿
SPY 加仓+$8,611.45万
XLK 加仓+$1,254.27万
2026Q2 卖出最多 按季末市值估算
VUG 减仓-$4.38亿
SOXX 减仓-$2,729.32万
IGV 减仓-$1,552.49万
MSFT 减仓-$1,108.32万
GS 减仓-$1,029.29万
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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | $9,995.05万 | 0.91% | 1,695,488 | 74,768 | 4.6% | $440.76万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.00亿 | 0.92% | 1,164,575 | -5,087,749 | -81.4% | -$4.38亿 | 减仓 |
| IGV | ISHARES TR | $1.22亿 | 1.12% | 1,349,322 | -171,356 | -11.3% | -$1,552.49万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1.55亿 | 1.42% | 783,898 | -209 | -0.0% | -$4.13万 | 减仓 |
| VDC | VANGUARD WORLD FD | $1.78亿 | 1.63% | 788,817 | -135 | -0.0% | -$3.04万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.81亿 | 1.65% | 484,667 | -29,712 | -5.8% | -$1,108.32万 | 减仓 |
| EFA | ISHARES TR | $1.81亿 | 1.66% | 1,746,175 | 1,731,924 | 12,153.0% | $1.80亿 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.97亿 | 1.80% | 903,424 | -274 | -0.0% | -$5.97万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $2.51亿 | 2.29% | 2,933,385 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $3.58亿 | 3.28% | 521,959 | 171,283 | 48.8% | $1.18亿 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $4.68亿 | 4.27% | 2,958,647 | 49,470 | 1.7% | $781.77万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6.47亿 | 5.91% | 866,550 | 115,316 | 15.4% | $8,611.45万 | 加仓 |
| QQQ | INVESCO QQQ TR | $10.58亿 | 9.67% | 1,436,888 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $22.79亿 | 20.82% | 6,157,836 | -4,143 | -0.1% | -$153.31万 | 减仓 |
| IVV | ISHARES TR | $35.91亿 | 32.81% | 4,794,502 | 4,389,884 | 1,084.9% | $32.88亿 | 加仓 |