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 |
|---|---|---|---|---|---|---|---|---|
| IDMO | INVESCO EXCH TRADED FD TR II | $791.63万 | 1.91% | 131,304 | -4,090 | -3.0% | -$24.66万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $844.98万 | 2.03% | 160,155 | 20,987 | 15.1% | $110.73万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $856.43万 | 2.06% | 197,881 | 23,107 | 13.2% | $100.01万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $927.61万 | 2.23% | 13,506 | 1,932 | 16.7% | $132.69万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $997.53万 | 2.40% | 273,071 | -9,500 | -3.4% | -$34.70万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,177.39万 | 2.84% | 72,886 | 4,271 | 6.2% | $68.99万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,231.68万 | 2.97% | 249,935 | 3,646 | 1.5% | $17.97万 | 加仓 |
| ITA | ISHARES TR | $1,256.72万 | 3.03% | 51,841 | -312 | -0.6% | -$7.56万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,405.81万 | 3.39% | 297,842 | 5,681 | 1.9% | $26.81万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $1,541.38万 | 3.71% | 319,921 | 12,607 | 4.1% | $60.74万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,310.44万 | 7.97% | 44,954 | 720 | 1.6% | $53.02万 | 加仓 |