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 |
|---|---|---|---|---|---|---|---|---|
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -1,319 | -100.0% | -$23.15万 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $0 | 0.00% | 0 | -9,616 | -100.0% | -$23.11万 | 清仓 |
| FIVE | FIVE BELOW INC COM | $0 | 0.00% | 0 | -1,208 | -100.0% | -$22.75万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $0 | 0.00% | 0 | -724 | -100.0% | -$22.63万 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -1,719 | -100.0% | -$22.55万 | 清仓 |
| MMM | 3M CO COM | $0 | 0.00% | 0 | -1,403 | -100.0% | -$22.47万 | 清仓 |
| CP | CANADIAN PAC RAILWAYLTD | $0 | 0.00% | 0 | -3,008 | -100.0% | -$22.16万 | 清仓 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $0 | 0.00% | 0 | -4,947 | -100.0% | -$21.95万 | 清仓 |
| TXN | TEXAS INSTRS INC COM | $0 | 0.00% | 0 | -1,247 | -100.0% | -$21.64万 | 清仓 |
| ZTS | ZOETIS INC CL A | $0 | 0.00% | 0 | -1,711 | -100.0% | -$21.53万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $0 | 0.00% | 0 | -343 | -100.0% | -$21.41万 | 清仓 |
| SAIA | SAIA INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLACKROCK MUNI INCOME TR II COM | $0 | 0.00% | 0 | -19,300 | -100.0% | -$20.15万 | 清仓 |
| — | BLACKROCK MUNIYIELD QUALITY FD COM | $0 | 0.00% | 0 | -19,872 | -100.0% | -$19.97万 | 清仓 |
| — | PELICAN ACQUISITION CORP SHS | $0 | 0.00% | 0 | -12,000 | -100.0% | -$12.18万 | 清仓 |
| — | PUTNAM MUN OPPORTUNITIES TR SH BEN INT | $0 | 0.00% | 0 | -10,500 | -100.0% | -$11.23万 | 清仓 |