WealthCare Investment Partners, LLC
PORTSMOUTH RI · SEC CIK 0001908462
$4.15亿2026Q2 申报市值
206持仓数
32.6%前十大占比 · 第一大 8.0%
19 / 5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
TXT 新建仓+$383.05万
JCPB 加仓+$313.66万
VOO 加仓+$132.69万
FNDF 加仓+$110.73万
RECS 加仓+$100.01万
2026Q2 卖出最多 按季末市值估算
FIXD 清仓-$287.50万
JMUB 减仓-$189.20万
SCHR 减仓-$99.36万
EXXON MOBIL CORP 清仓-$94.82万
XLC 减仓-$89.60万
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 |
|---|---|---|---|---|---|---|---|---|
| FIXD | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -65,641 | -100.0% | -$287.50万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -5,808 | -100.0% | -$94.82万 | 清仓 |
| USO | UNITED STS OIL FD LP | $0 | 0.00% | 0 | -6,634 | -100.0% | -$75.22万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -1,001 | -100.0% | -$21.72万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -680 | -100.0% | -$20.43万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $3.64万 | 0.01% | 36 | 36 | — | $3.64万 | 新建仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $6.57万 | 0.02% | 10,042 | 42 | 0.4% | $275 | 加仓 |
| MSIF | MSC INCOME FUND INC | $13.73万 | 0.03% | 11,869 | -1,303 | -9.9% | -$1.51万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $14.63万 | 0.04% | 16,710 | 200 | 1.2% | $1,751 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $14.74万 | 0.04% | 10,135 | 135 | 1.4% | $1,963 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $20.04万 | 0.05% | 3,738 | 3,738 | — | $20.04万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $20.05万 | 0.05% | 2,080 | -268 | -11.4% | -$2.58万 | 重新持有 |
| SCHX | SCHWAB STRATEGIC TR | $20.53万 | 0.05% | 6,975 | 6,975 | — | $20.53万 | 新建仓 |
| BUG | GLOBAL X FDS | $20.80万 | 0.05% | 5,447 | 5,447 | — | $20.80万 | 新建仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $20.97万 | 0.05% | 4,338 | 42 | 1.0% | $2,031 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $21.17万 | 0.05% | 1,806 | 1,806 | — | $21.17万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $21.87万 | 0.05% | 722 | 722 | — | $21.87万 | 新建仓 |
| — | ETF SER SOLUTIONS | $21.93万 | 0.05% | 6,716 | 93 | 1.4% | $3,037 | 加仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $21.97万 | 0.05% | 12,846 | 208 | 1.6% | $3,557 | 加仓 |
| SHV | ISHARES TR | $21.99万 | 0.05% | 1,993 | 18 | 0.9% | $1,986 | 加仓 |
| GM | GENERAL MTRS CO | $22.59万 | 0.05% | 2,930 | -391 | -11.8% | -$3.01万 | 减仓 |
| ET | ENERGY TRANSFER L P | $22.60万 | 0.05% | 11,821 | 11,821 | — | $22.60万 | 新建仓 |
| CVS | CVS HEALTH CORP | $22.77万 | 0.05% | 2,201 | 2,201 | — | $22.77万 | 新建仓 |
| V | VISA INC | $23.51万 | 0.06% | 685 | 16 | 2.4% | $5,490 | 加仓 |
| GE | GE AEROSPACE | $23.55万 | 0.06% | 630 | 630 | — | $23.55万 | 新建仓 |
| — | ETF SER SOLUTIONS | $23.77万 | 0.06% | 5,890 | 34 | 0.6% | $1,372 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $23.99万 | 0.06% | 10,687 | -1,245 | -10.4% | -$2.80万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $24.19万 | 0.06% | 9,479 | -481 | -4.8% | -$1.23万 | 减仓 |
| RGEN | REPLIGEN CORP | $24.56万 | 0.06% | 1,800 | 0 | 0.0% | — | 不变 |
| ONEV | SPDR SERIES TRUST | $24.60万 | 0.06% | 1,720 | -230 | -11.8% | -$3.29万 | 减仓 |
| TXN | TEXAS INSTRS INC | $24.61万 | 0.06% | 826 | 826 | — | $24.61万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $24.82万 | 0.06% | 1,692 | 61 | 3.7% | $8,950 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $25.07万 | 0.06% | 728 | 2 | 0.3% | $689 | 加仓 |
| SANM | SANMINA CORP | $25.16万 | 0.06% | 994 | 994 | — | $25.16万 | 新建仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $25.80万 | 0.06% | 5,980 | 27 | 0.5% | $1,165 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $26.23万 | 0.06% | 1,232 | 1,232 | — | $26.23万 | 新建仓 |
| FHLC | FIDELITY COVINGTON TRUST | $26.39万 | 0.06% | 3,417 | -191 | -5.3% | -$1.48万 | 减仓 |
| CAT | CATERPILLAR INC | $26.52万 | 0.06% | 249 | 249 | — | $26.52万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $26.60万 | 0.06% | 5,295 | 2 | 0.0% | $100 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $26.98万 | 0.06% | 5,335 | 335 | 6.7% | $1.69万 | 加仓 |
| CRUX | COLUMBIA ETF TR I | $27.18万 | 0.07% | 9,068 | 9,068 | — | $27.18万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $27.90万 | 0.07% | 1,683 | 88 | 5.5% | $1.46万 | 加仓 |
| WINN | HARBOR ETF TRUST | $28.08万 | 0.07% | 8,648 | -1 | -0.0% | -$32 | 减仓 |
| AIS | TIDAL TRUST III | $28.19万 | 0.07% | 3,304 | -1,401 | -29.8% | -$11.95万 | 减仓 |
| AMGN | AMGEN INC | $28.35万 | 0.07% | 783 | 6 | 0.8% | $2,172 | 加仓 |
| — | PUTNAM ETF TRUST | $29.05万 | 0.07% | 6,095 | 0 | 0.0% | — | 不变 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $29.06万 | 0.07% | 1,020 | 1,020 | — | $29.06万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $31.63万 | 0.08% | 966 | 3 | 0.3% | $982 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $31.74万 | 0.08% | 21,115 | 2,154 | 11.4% | $3.24万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $32.49万 | 0.08% | 16,252 | -291 | -1.8% | -$5,817 | 减仓 |
| IWR | ISHARES TR | $32.52万 | 0.08% | 2,948 | 2,948 | — | $32.52万 | 新建仓 |
| ITOT | ISHARES TR | $32.87万 | 0.08% | 2,001 | 292 | 17.1% | $4.80万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $33.09万 | 0.08% | 934 | 6 | 0.6% | $2,126 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $33.43万 | 0.08% | 3,710 | 57 | 1.6% | $5,136 | 加仓 |
| IVW | ISHARES TR | $33.49万 | 0.08% | 2,435 | 2 | 0.1% | $275 | 加仓 |
| NFLX | NETFLIX INC. | $33.70万 | 0.08% | 4,720 | 0 | 0.0% | — | 不变 |
| IMTM | ISHARES TR | $33.81万 | 0.08% | 6,340 | 70 | 1.1% | $3,733 | 加仓 |
| IEF | ISHARES TR | $34.07万 | 0.08% | 3,603 | -796 | -18.1% | -$7.53万 | 减仓 |
| — | SPDR SERIES TRUST | $34.43万 | 0.08% | 3,064 | -15 | -0.5% | -$1,686 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $36.50万 | 0.09% | 1,472 | -3 | -0.2% | -$744 | 减仓 |
| DIS | DISNEY WALT CO | $36.63万 | 0.09% | 3,806 | 186 | 5.1% | $1.79万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $36.78万 | 0.09% | 7,212 | -3 | -0.0% | -$153 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $37.43万 | 0.09% | 748 | 290 | 63.3% | $14.51万 | 加仓 |
| DTCR | GLOBAL X FDS | $37.88万 | 0.09% | 12,472 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $38.64万 | 0.09% | 800 | 800 | — | $38.64万 | 新建仓 |
| META | META PLATFORMS INC | $38.66万 | 0.09% | 686 | 159 | 30.2% | $8.96万 | 加仓 |
| ACM | AECOM | $38.67万 | 0.09% | 5,541 | 20 | 0.4% | $1,396 | 加仓 |
| MCD | MCDONALDS CORP | $39.23万 | 0.09% | 1,451 | 408 | 39.1% | $11.03万 | 加仓 |
| T | AT&T INC | $39.65万 | 0.10% | 19,157 | -4,467 | -18.9% | -$9.25万 | 减仓 |
| TSLA | TESLA INC | $39.75万 | 0.10% | 945 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $40.04万 | 0.10% | 4,970 | 14 | 0.3% | $1,128 | 加仓 |
| IMCG | ISHARES TR | $40.25万 | 0.10% | 4,094 | 4 | 0.1% | $393 | 加仓 |
| MTB | M & T BK CORP | $40.52万 | 0.10% | 1,703 | 23 | 1.4% | $5,473 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $41.32万 | 0.10% | 2,882 | 10 | 0.3% | $1,434 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $41.78万 | 0.10% | 9,964 | -908 | -8.4% | -$3.81万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $42.37万 | 0.10% | 10,111 | 21 | 0.2% | $880 | 加仓 |
| AVGO | BROADCOM INC | $43.48万 | 0.10% | 1,151 | 163 | 16.5% | $6.16万 | 加仓 |
| SITM | SITIME CORP | $44.06万 | 0.11% | 591 | -100 | -14.5% | -$7.46万 | 减仓 |
| IUSG | ISHARES TR | $44.62万 | 0.11% | 2,373 | -154 | -6.1% | -$2.90万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $46.22万 | 0.11% | 17,088 | -1,013 | -5.6% | -$2.74万 | 减仓 |
| SKOR | FLEXSHARES TR | $47.19万 | 0.11% | 9,721 | -6,592 | -40.4% | -$32.00万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $49.57万 | 0.12% | 1,795 | -1,444 | -44.6% | -$39.88万 | 减仓 |
| GOOG | ALPHABET INC | $50.13万 | 0.12% | 1,419 | -119 | -7.7% | -$4.20万 | 减仓 |
| VV | VANGUARD INDEX FDS | $50.24万 | 0.12% | 1,461 | 36 | 2.5% | $1.24万 | 加仓 |
| ABBV | ABBVIE INC | $50.83万 | 0.12% | 2,020 | 8 | 0.4% | $2,013 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $51.79万 | 0.12% | 1,017 | 5 | 0.5% | $2,546 | 加仓 |
| JETS | ETF SER SOLUTIONS | $51.86万 | 0.12% | 15,611 | -376 | -2.4% | -$1.25万 | 减仓 |
| PMBS | PIMCO ETF TR | $51.92万 | 0.13% | 10,515 | 2,670 | 34.0% | $13.18万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $55.04万 | 0.13% | 12,300 | -465 | -3.6% | -$2.08万 | 减仓 |
| AGG | ISHARES TR | $55.45万 | 0.13% | 5,602 | 866 | 18.3% | $8.57万 | 加仓 |
| IJH | ISHARES TR | $56.19万 | 0.14% | 7,287 | -12 | -0.2% | -$925 | 减仓 |
| COWZ | PACER FDS TR | $57.11万 | 0.14% | 9,181 | 82 | 0.9% | $5,101 | 加仓 |
| COMP | COMPASS INC | $57.23万 | 0.14% | 46,413 | 0 | 0.0% | — | 不变 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $57.95万 | 0.14% | 21,204 | 297 | 1.4% | $8,117 | 加仓 |
| IVV | ISHARES TR | $58.89万 | 0.14% | 786 | 3 | 0.4% | $2,248 | 加仓 |
| ARKK | ARK ETF TR | $59.68万 | 0.14% | 7,385 | 325 | 4.6% | $2.63万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $60.06万 | 0.14% | 10,027 | 47 | 0.5% | $2,815 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $60.79万 | 0.15% | 18,655 | 18,655 | — | $60.79万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $64.07万 | 0.15% | 858 | 13 | 1.5% | $9,707 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $65.97万 | 0.16% | 13,605 | -1,167 | -7.9% | -$5.66万 | 减仓 |