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 |
|---|---|---|---|---|---|---|---|---|
| BJ | BJS WHSL CLUB HLDGS INC COM | $0 | 0.00% | 0 | -2,436 | -100.0% | -$23.98万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -686 | -100.0% | -$23.68万 | 清仓 |
| BWXT | BABCOCK COMMON STOCK | $0 | 0.00% | 0 | -1,157 | -100.0% | -$23.66万 | 清仓 |
| MCD | MCDONALDS CORP COM | $0 | 0.00% | 0 | -743 | -100.0% | -$23.09万 | 清仓 |
| — | GP-ACT III ACQUISITION CORP CL A | $0 | 0.00% | 0 | -21,200 | -100.0% | -$22.98万 | 清仓 |
| AME | AMETEK INC COM | $0 | 0.00% | 0 | -1,048 | -100.0% | -$22.47万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -3,087 | -100.0% | -$22.20万 | 清仓 |
| STT | STATE STR CORP COM | $0 | 0.00% | 0 | -1,705 | -100.0% | -$21.57万 | 清仓 |
| MELI | MERCADOLIBRE INC COM | $0 | 0.00% | 0 | -122 | -100.0% | -$21.09万 | 清仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $0 | 0.00% | 0 | -1,766 | -100.0% | -$20.95万 | 清仓 |
| SYK | STRYKER CORP | $0 | 0.00% | 0 | -629 | -100.0% | -$20.67万 | 清仓 |
| LPAA | LAUNCH ONE ACQUISITION CORP SHS CLASS A | $0 | 0.00% | 0 | -18,300 | -100.0% | -$19.54万 | 清仓 |
| — | QUARTZSEA ACQUISITION CORP ORD SHS | $0 | 0.00% | 0 | -17,700 | -100.0% | -$18.35万 | 清仓 |
| CNH | CNH INDL N V SHS | $0 | 0.00% | 0 | -10,183 | -100.0% | -$11.20万 | 清仓 |
| LIFE | ETHOS TECHNOLOGIES INC CL A | $0 | 0.00% | 0 | -10,000 | -100.0% | -$11.17万 | 清仓 |