WealthCare Investment Partners, LLC
PORTSMOUTH RI · SEC CIK 0001908462
$3.60亿2026Q1 申报市值
191持仓数
32.3%前十大占比 · 第一大 7.2%
12 / 3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
RECS 加仓+$447.16万
CGDV 加仓+$331.16万
JMUB 加仓+$270.78万
SCHR 加仓+$130.06万
IDMO 加仓+$83.72万
2026Q1 卖出最多 按季末市值估算
MLPX 减仓-$68.67万
GRPM 减仓-$60.07万
XMHQ 减仓-$60.00万
IAU 减仓-$55.76万
EMLP 减仓-$32.39万
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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $2,600.18万 | 7.21% | 44,234 | -302 | -0.7% | -$17.75万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $1,445.91万 | 4.01% | 307,314 | 4,118 | 1.4% | $19.38万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,195.81万 | 3.32% | 292,161 | -603 | -0.2% | -$2.47万 | 减仓 |
| ITA | ISHARES TR | $1,177.92万 | 3.27% | 52,153 | 155 | 0.3% | $3.50万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,064.71万 | 2.95% | 246,289 | 76,604 | 45.1% | $331.16万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $959.33万 | 2.66% | 282,571 | -3,039 | -1.1% | -$10.32万 | 减仓 |
| IAU | ISHARES GOLD TR | $892.85万 | 2.48% | 104,708 | -6,539 | -5.9% | -$55.76万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $791.27万 | 2.20% | 68,615 | 1,216 | 1.8% | $14.02万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $759.40万 | 2.11% | 165,990 | 1,213 | 0.7% | $5.55万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $743.99万 | 2.06% | 135,394 | 15,236 | 12.7% | $83.72万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $700.99万 | 1.94% | 11,574 | 418 | 3.7% | $25.32万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $683.89万 | 1.90% | 174,774 | 114,276 | 188.9% | $447.16万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $675.80万 | 1.88% | 139,168 | -3,616 | -2.5% | -$17.56万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $604.69万 | 1.68% | 99,833 | -896 | -0.9% | -$5.43万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $576.92万 | 1.60% | 51,770 | 237 | 0.5% | $2.64万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $551.50万 | 1.53% | 110,344 | 54,178 | 96.5% | $270.78万 | 加仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $535.12万 | 1.48% | 45,135 | -5,067 | -10.1% | -$60.07万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $507.07万 | 1.41% | 146,172 | -299 | -0.2% | -$1.04万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $497.91万 | 1.38% | 139,160 | -965 | -0.7% | -$3.45万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $496.00万 | 1.38% | 71,603 | 11,700 | 19.5% | $81.05万 | 加仓 |
| GOVT | ISHARES TR | $494.16万 | 1.37% | 215,981 | 11,874 | 5.8% | $27.17万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $461.04万 | 1.28% | 44,411 | -5,780 | -11.5% | -$60.00万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $449.67万 | 1.25% | 70,960 | -2,267 | -3.1% | -$14.37万 | 减仓 |
| IJR | ISHARES TR | $390.45万 | 1.08% | 31,216 | 291 | 0.9% | $3.64万 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $390.23万 | 1.08% | 48,962 | 1,497 | 3.2% | $11.93万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $381.28万 | 1.06% | 79,300 | 3,258 | 4.3% | $15.66万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $374.02万 | 1.04% | 98,401 | 15,713 | 19.0% | $59.73万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $371.36万 | 1.03% | 149,381 | 52,318 | 53.9% | $130.06万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $336.70万 | 0.93% | 20,394 | 2,722 | 15.4% | $44.94万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $316.07万 | 0.88% | 103,494 | -7,157 | -6.5% | -$21.86万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $313.07万 | 0.87% | 78,522 | 898 | 1.2% | $3.58万 | 加仓 |
| SLV | ISHARES SILVER TR | $304.84万 | 0.85% | 46,747 | 681 | 1.5% | $4.44万 | 加仓 |
| IBB | ISHARES TR | $303.57万 | 0.84% | 18,315 | 3,959 | 27.6% | $65.62万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $296.44万 | 0.82% | 58,435 | 1,998 | 3.5% | $10.14万 | 加仓 |
| — | PIMCO ETF TR | $290.39万 | 0.81% | 54,762 | 2,180 | 4.1% | $11.56万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $289.43万 | 0.80% | 19,791 | 1,406 | 7.6% | $20.56万 | 加仓 |
| MSFT | MICROSOFT CORP | $288.61万 | 0.80% | 7,779 | 198 | 2.6% | $7.35万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $287.50万 | 0.80% | 65,641 | 3,165 | 5.1% | $13.86万 | 加仓 |
| USHY | ISHARES TR | $279.71万 | 0.78% | 76,069 | 2,933 | 4.0% | $10.78万 | 加仓 |
| AAPL | APPLE INC | $272.13万 | 0.76% | 10,772 | -46 | -0.4% | -$1.16万 | 减仓 |
| MLPX | GLOBAL X FDS | $267.63万 | 0.74% | 35,732 | -9,168 | -20.4% | -$68.67万 | 减仓 |
| IYF | ISHARES TR | $260.55万 | 0.72% | 22,191 | 1,671 | 8.1% | $19.62万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $260.41万 | 0.72% | 64,254 | -1,436 | -2.2% | -$5.82万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $240.23万 | 0.67% | 14,287 | 2,694 | 23.2% | $45.30万 | 加仓 |
| MO | ALTRIA GROUP INC | $239.79万 | 0.67% | 37,596 | 5,031 | 15.4% | $32.09万 | 加仓 |
| IEMG | ISHARES INC | $238.74万 | 0.66% | 33,859 | 129 | 0.4% | $9,096 | 加仓 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $220.54万 | 0.61% | 35,203 | 292 | 0.8% | $1.83万 | 加仓 |
| IYK | ISHARES TR | $215.10万 | 0.60% | 30,803 | -3,116 | -9.2% | -$21.76万 | 减仓 |
| F | FORD MTR CO | $212.81万 | 0.59% | 182,356 | 26,902 | 17.3% | $31.39万 | 加仓 |
| PAVE | GLOBAL X FDS | $210.01万 | 0.58% | 40,910 | -1,914 | -4.5% | -$9.83万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $198.02万 | 0.55% | 70,974 | -6,213 | -8.0% | -$17.33万 | 减仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $191.69万 | 0.53% | 16,800 | -313 | -1.8% | -$3.57万 | 减仓 |
| IYW | ISHARES TR | $189.19万 | 0.52% | 10,175 | -680 | -6.3% | -$12.64万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $182.13万 | 0.51% | 44,163 | -5,501 | -11.1% | -$22.69万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $172.73万 | 0.48% | 37,123 | -241 | -0.6% | -$1.12万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $170.01万 | 0.47% | 3,827 | 9 | 0.2% | $3,998 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $169.59万 | 0.47% | 23,060 | 1,002 | 4.5% | $7.37万 | 加仓 |
| IEFA | ISHARES TR | $167.52万 | 0.46% | 18,585 | 449 | 2.5% | $4.05万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $165.52万 | 0.46% | 9,264 | 40 | 0.4% | $7,147 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $165.03万 | 0.46% | 42,338 | 0 | 0.0% | — | 不变 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $162.96万 | 0.45% | 28,029 | 11,035 | 64.9% | $64.16万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $161.79万 | 0.45% | 64,844 | -1,761 | -2.6% | -$4.39万 | 减仓 |
| IDU | ISHARES TR | $155.60万 | 0.43% | 13,591 | -1,318 | -8.8% | -$15.09万 | 减仓 |
| KOMP | SPDR SERIES TRUST | $151.54万 | 0.42% | 24,908 | 243 | 1.0% | $1.48万 | 加仓 |
| DLN | WISDOMTREE TR | $150.80万 | 0.42% | 16,844 | 475 | 2.9% | $4.25万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $145.88万 | 0.40% | 33,199 | -7,371 | -18.2% | -$32.39万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $144.74万 | 0.40% | 6,591 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $138.05万 | 0.38% | 28,127 | -281 | -1.0% | -$1.38万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $131.68万 | 0.37% | 26,143 | 2,183 | 9.1% | $11.00万 | 加仓 |
| VGT | VANGUARD WORLD FD | $130.09万 | 0.36% | 1,816 | -158 | -8.0% | -$11.32万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $121.07万 | 0.34% | 5,600 | -14 | -0.2% | -$3,027 | 减仓 |
| WMT | WALMART INC | $121.04万 | 0.34% | 9,836 | 3,005 | 44.0% | $36.98万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $115.48万 | 0.32% | 51,578 | -1,489 | -2.8% | -$3.33万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $113.69万 | 0.32% | 14,707 | -79 | -0.5% | -$6,107 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $111.76万 | 0.31% | 24,499 | -820 | -3.2% | -$3.74万 | 减仓 |
| GOOGL | ALPHABET INC | $108.73万 | 0.30% | 3,737 | 12 | 0.3% | $3,491 | 加仓 |
| SOXX | ISHARES TR | $102.75万 | 0.29% | 2,976 | -107 | -3.5% | -$3.69万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $101.91万 | 0.28% | 3,296 | -21 | -0.6% | -$6,493 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $101.14万 | 0.28% | 18,359 | 1,269 | 7.4% | $6.99万 | 加仓 |
| AMZN | AMAZON COM INC | $100.67万 | 0.28% | 4,755 | -10 | -0.2% | -$2,117 | 减仓 |
| — | ISHARES TR | $100.04万 | 0.28% | 29,025 | 9,963 | 52.3% | $34.34万 | 加仓 |
| RTX | RTX CORPORATION | $99.86万 | 0.28% | 5,121 | 302 | 6.3% | $5.89万 | 加仓 |
| — | EXXON MOBIL CORP | $94.82万 | 0.26% | 5,808 | 751 | 14.9% | $12.26万 | 加仓 |
| CSCO | CISCO SYS INC | $93.13万 | 0.26% | 11,381 | -100 | -0.9% | -$8,183 | 减仓 |
| — | COLUMBIA ETF TR II | $92.36万 | 0.26% | 16,594 | -3,799 | -18.6% | -$21.15万 | 减仓 |
| DGRO | ISHARES TR | $91.34万 | 0.25% | 13,039 | -472 | -3.5% | -$3.31万 | 减仓 |
| AIQ | GLOBAL X FDS | $89.34万 | 0.25% | 18,652 | 3,919 | 26.6% | $18.77万 | 加仓 |
| NOW | SERVICENOW INC | $88.84万 | 0.25% | 8,620 | 0 | 0.0% | — | 不变 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $88.18万 | 0.24% | 23,840 | 246 | 1.0% | $9,099 | 加仓 |
| SKOR | FLEXSHARES TR | $79.14万 | 0.22% | 16,313 | -1,681 | -9.3% | -$8.16万 | 减仓 |
| BKGI | BNY MELLON ETF TRUST | $78.53万 | 0.22% | 17,742 | 4,589 | 34.9% | $20.31万 | 加仓 |
| USO | UNITED STS OIL FD LP | $75.22万 | 0.21% | 6,634 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $74.77万 | 0.21% | 9,702 | -206 | -2.1% | -$1.59万 | 减仓 |
| — | GLOBAL X FDS | $73.22万 | 0.20% | 14,920 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $71.85万 | 0.20% | 1,801 | 0 | 0.0% | — | 不变 |
| FMHI | FIRST TR EXCH TRADED FD III | $70.30万 | 0.20% | 14,772 | 5,367 | 57.1% | $25.54万 | 加仓 |
| — | SPDR SERIES TRUST | $70.12万 | 0.19% | 7,415 | -289 | -3.8% | -$2.73万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $69.97万 | 0.19% | 1,012 | 3 | 0.3% | $2,074 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $68.98万 | 0.19% | 28,682 | -6,302 | -18.0% | -$15.16万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $68.64万 | 0.19% | 3,364 | 0 | 0.0% | — | 不变 |