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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $69.03万 | 0.17% | 20,398 | -237 | -1.1% | -$8,020 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $69.04万 | 0.17% | 8,357 | -757 | -8.3% | -$6.25万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $69.15万 | 0.17% | 10,763 | 10 | 0.1% | $643 | 加仓 |
| VFQY | VANGUARD WELLINGTON FD | $70.12万 | 0.17% | 4,118 | 717 | 21.1% | $12.21万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $70.19万 | 0.17% | 1,626 | 1 | 0.1% | $432 | 加仓 |
| — | COLUMBIA ETF TR II | $70.74万 | 0.17% | 11,859 | -4,735 | -28.5% | -$28.24万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $71.52万 | 0.17% | 5,315 | -50 | -0.9% | -$6,728 | 减仓 |
| — | GLOBAL X FDS | $71.65万 | 0.17% | 14,714 | -206 | -1.4% | -$1.00万 | 减仓 |
| IWP | ISHARES TR | $72.57万 | 0.17% | 4,956 | 145 | 3.0% | $2.12万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $74.40万 | 0.18% | 3,394 | 30 | 0.9% | $6,576 | 加仓 |
| BAC | BANK OF AMER CORP | $75.24万 | 0.18% | 13,206 | 140 | 1.1% | $7,977 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $75.96万 | 0.18% | 13,502 | -99 | -0.7% | -$5,570 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $77.32万 | 0.19% | 10,081 | 379 | 3.9% | $2.91万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $80.25万 | 0.19% | 2,169 | 233 | 12.0% | $8.62万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $81.16万 | 0.20% | 33,385 | 4,703 | 16.4% | $11.43万 | 加仓 |
| VB | VANGUARD INDEX FDS | $82.98万 | 0.20% | 2,737 | 619 | 29.2% | $18.77万 | 加仓 |
| BKGI | BNY MELLON ETF TRUST | $85.23万 | 0.21% | 18,952 | 1,210 | 6.8% | $5.44万 | 加仓 |
| — | SPDR SERIES TRUST | $85.45万 | 0.21% | 7,555 | 140 | 1.9% | $1.58万 | 加仓 |
| NOW | SERVICENOW INC | $86.37万 | 0.21% | 8,700 | 80 | 0.9% | $7,942 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $89.50万 | 0.22% | 3,524 | 1,267 | 56.1% | $32.18万 | 加仓 |
| BKUI | BNY MELLON ETF TRUST | $92.42万 | 0.22% | 18,571 | 11,942 | 180.1% | $59.43万 | 加仓 |
| COPX | GLOBAL X FDS | $92.43万 | 0.22% | 12,009 | 3,611 | 43.0% | $27.79万 | 加仓 |
| SMH | VANECK ETF TRUST | $95.48万 | 0.23% | 1,455 | -346 | -19.2% | -$22.70万 | 减仓 |
| RTX | RTX CORPORATION | $97.55万 | 0.23% | 5,142 | 21 | 0.4% | $3,984 | 加仓 |
| DGRO | ISHARES TR | $100.19万 | 0.24% | 13,219 | 180 | 1.4% | $1.36万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $107.19万 | 0.26% | 17,779 | -580 | -3.2% | -$3.50万 | 减仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $110.44万 | 0.27% | 24,304 | 464 | 1.9% | $2.11万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $114.26万 | 0.28% | 51,260 | -318 | -0.6% | -$7,088 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $117.15万 | 0.28% | 4,695 | 2,514 | 115.3% | $62.73万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $120.48万 | 0.29% | 3,295 | -1 | -0.0% | -$366 | 减仓 |
| WMT | WALMART INC | $121.12万 | 0.29% | 10,695 | 859 | 8.7% | $9.73万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $125.02万 | 0.30% | 24,811 | 312 | 1.3% | $1.57万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $127.09万 | 0.31% | 14,462 | -245 | -1.7% | -$2.15万 | 减仓 |
| AMZN | AMAZON COM INC | $129.80万 | 0.31% | 5,446 | 691 | 14.5% | $16.47万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $133.36万 | 0.32% | 5,637 | 37 | 0.7% | $8,754 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $141.49万 | 0.34% | 32,526 | -673 | -2.0% | -$2.93万 | 减仓 |
| GOOGL | ALPHABET INC | $141.86万 | 0.34% | 3,970 | 233 | 6.2% | $8.33万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $144.44万 | 0.35% | 5,944 | -647 | -9.8% | -$15.72万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $145.35万 | 0.35% | 34,331 | 8,188 | 31.3% | $34.67万 | 加仓 |
| CSCO | CISCO SYS INC | $147.33万 | 0.35% | 12,542 | 1,161 | 10.2% | $13.64万 | 加仓 |
| DBEF | DBX ETF TR | $151.24万 | 0.36% | 27,684 | -443 | -1.6% | -$2.42万 | 减仓 |
| VGT | VANGUARD WORLD FD | $162.64万 | 0.39% | 13,608 | -920 | -6.3% | -$11.00万 | 减仓 |
| DLN | WISDOMTREE TR | $168.15万 | 0.40% | 17,457 | 613 | 3.6% | $5.90万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $174.74万 | 0.42% | 8,733 | -531 | -5.7% | -$10.62万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $175.53万 | 0.42% | 23,911 | 851 | 3.7% | $6.25万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $176.69万 | 0.43% | 70,590 | 5,746 | 8.9% | $14.38万 | 加仓 |
| IDU | ISHARES TR | $177.13万 | 0.43% | 15,455 | 1,864 | 13.7% | $21.36万 | 加仓 |
| — | ISHARES TR | $181.36万 | 0.44% | 45,961 | 16,936 | 58.3% | $66.83万 | 加仓 |
| SOXX | ISHARES TR | $185.14万 | 0.45% | 2,889 | -87 | -2.9% | -$5.58万 | 减仓 |
| KOMP | SPDR SERIES TRUST | $187.10万 | 0.45% | 26,168 | 1,260 | 5.1% | $9.01万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $188.07万 | 0.45% | 36,912 | -211 | -0.6% | -$1.08万 | 减仓 |
| IYK | ISHARES TR | $191.54万 | 0.46% | 26,361 | -4,442 | -14.4% | -$32.28万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $194.06万 | 0.47% | 43,629 | 1,291 | 3.0% | $5.74万 | 加仓 |
| IEFA | ISHARES TR | $194.30万 | 0.47% | 20,118 | 1,533 | 8.2% | $14.81万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $194.53万 | 0.47% | 22,582 | -380 | -1.7% | -$3.27万 | 减仓 |
| AIQ | GLOBAL X FDS | $208.49万 | 0.50% | 31,777 | 13,125 | 70.4% | $86.11万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $219.99万 | 0.53% | 41,602 | -2,561 | -5.8% | -$13.54万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $226.51万 | 0.55% | 72,834 | 1,860 | 2.6% | $5.78万 | 加仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $233.07万 | 0.56% | 33,237 | 5,208 | 18.6% | $36.52万 | 加仓 |
| PAVE | GLOBAL X FDS | $242.95万 | 0.59% | 41,234 | 324 | 0.8% | $1.91万 | 加仓 |
| IYW | ISHARES TR | $249.59万 | 0.60% | 9,895 | -280 | -2.8% | -$7.06万 | 减仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $254.63万 | 0.61% | 16,606 | -194 | -1.2% | -$2.97万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $269.02万 | 0.65% | 109,091 | -40,290 | -27.0% | -$99.36万 | 减仓 |
| SLV | ISHARES SILVER TR | $269.36万 | 0.65% | 50,375 | 3,628 | 7.8% | $19.40万 | 加仓 |
| IYF | ISHARES TR | $273.95万 | 0.66% | 21,485 | -706 | -3.2% | -$9.00万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $278.09万 | 0.67% | 17,528 | -2,263 | -11.4% | -$35.90万 | 减仓 |
| MSFT | MICROSOFT CORP | $279.34万 | 0.67% | 7,488 | -291 | -3.7% | -$10.86万 | 减仓 |
| F | FORD MTR CO | $290.03万 | 0.70% | 208,653 | 26,297 | 14.4% | $36.55万 | 加仓 |
| IEMG | ISHARES INC | $293.18万 | 0.71% | 35,391 | 1,532 | 4.5% | $12.69万 | 加仓 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $298.16万 | 0.72% | 35,606 | 403 | 1.1% | $3.37万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $303.07万 | 0.73% | 59,000 | 565 | 1.0% | $2.90万 | 加仓 |
| MO | ALTRIA GROUP INC | $306.63万 | 0.74% | 42,618 | 5,022 | 13.4% | $36.13万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $310.56万 | 0.75% | 97,937 | -5,557 | -5.4% | -$17.62万 | 减仓 |
| USHY | ISHARES TR | $315.18万 | 0.76% | 85,137 | 9,068 | 11.9% | $33.57万 | 加仓 |
| — | PIMCO ETF TR | $318.21万 | 0.77% | 60,818 | 6,056 | 11.1% | $31.69万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $335.25万 | 0.81% | 71,421 | 66,822 | 1,453.0% | $313.66万 | 加仓 |
| MLPX | GLOBAL X FDS | $343.73万 | 0.83% | 46,665 | 10,933 | 30.6% | $80.53万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $344.27万 | 0.83% | 84,827 | 6,305 | 8.0% | $25.59万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $354.94万 | 0.85% | 77,787 | 13,533 | 21.1% | $61.75万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $369.75万 | 0.89% | 72,994 | -37,350 | -33.8% | -$189.20万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $369.89万 | 0.89% | 19,290 | 5,003 | 35.0% | $95.93万 | 加仓 |
| TXT | TEXTRON INC | $383.05万 | 0.92% | 41,758 | 41,758 | — | $383.05万 | 新建仓 |
| AAPL | APPLE INC | $397.49万 | 0.96% | 13,737 | 2,965 | 27.5% | $85.79万 | 加仓 |
| IBB | ISHARES TR | $404.01万 | 0.97% | 21,243 | 2,928 | 16.0% | $55.69万 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $407.67万 | 0.98% | 50,249 | 1,287 | 2.6% | $10.44万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $420.19万 | 1.01% | 86,763 | 7,463 | 9.4% | $36.14万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $439.66万 | 1.06% | 23,736 | 3,342 | 16.4% | $61.90万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $440.19万 | 1.06% | 38,997 | -5,414 | -12.2% | -$61.11万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $465.01万 | 1.12% | 43,406 | -8,364 | -16.2% | -$89.60万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $483.25万 | 1.16% | 121,786 | 23,385 | 23.8% | $92.79万 | 加仓 |
| IJR | ISHARES TR | $484.31万 | 1.17% | 32,655 | 1,439 | 4.6% | $21.34万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $523.78万 | 1.26% | 139,637 | 477 | 0.3% | $1.79万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $534.64万 | 1.29% | 100,666 | 833 | 0.8% | $4.42万 | 加仓 |
| GOVT | ISHARES TR | $548.15万 | 1.32% | 240,628 | 24,647 | 11.4% | $56.15万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $551.34万 | 1.33% | 145,243 | -929 | -0.6% | -$3.53万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $578.97万 | 1.39% | 64,437 | -6,523 | -9.2% | -$58.61万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $582.55万 | 1.40% | 71,866 | 263 | 0.4% | $2.13万 | 加仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $599.28万 | 1.44% | 46,040 | 905 | 2.0% | $11.78万 | 加仓 |
| IAU | ISHARES GOLD TR | $713.96万 | 1.72% | 94,552 | -10,156 | -9.7% | -$76.69万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $723.70万 | 1.74% | 159,091 | -6,899 | -4.2% | -$31.38万 | 减仓 |