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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | $68.06万 | 0.19% | 23,624 | -5 | -0.0% | -$144 | 减仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $64.25万 | 0.18% | 13,601 | -37 | -0.3% | -$1,748 | 减仓 |
| BAC | BANK AMERICA CORP | $63.70万 | 0.18% | 13,066 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $63.52万 | 0.18% | 8,398 | 8,398 | — | $63.52万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $63.07万 | 0.17% | 1,519 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $62.95万 | 0.17% | 1,936 | -78 | -3.9% | -$2.54万 | 减仓 |
| IWP | ISHARES TR | $62.85万 | 0.17% | 4,811 | 43 | 0.9% | $5,617 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $62.33万 | 0.17% | 10,753 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $60.95万 | 0.17% | 20,635 | -1,185 | -5.4% | -$3.50万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $59.81万 | 0.17% | 5,365 | -75 | -1.4% | -$8,361 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $57.96万 | 0.16% | 9,980 | 0 | 0.0% | — | 不变 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $57.44万 | 0.16% | 12,765 | -550 | -4.1% | -$2.48万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $57.08万 | 0.16% | 20,907 | 158 | 0.8% | $4,313 | 加仓 |
| COWZ | PACER FDS TR | $56.74万 | 0.16% | 9,099 | 181 | 2.0% | $1.13万 | 加仓 |
| VB | VANGUARD INDEX FDS | $56.35万 | 0.16% | 2,118 | 6 | 0.3% | $1,596 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $55.51万 | 0.15% | 845 | -13 | -1.5% | -$8,541 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $54.15万 | 0.15% | 2,257 | -9 | -0.4% | -$2,159 | 减仓 |
| IVV | ISHARES TR | $51.67万 | 0.14% | 783 | -16 | -2.0% | -$1.06万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $51.14万 | 0.14% | 18,101 | -1,181 | -6.1% | -$3.34万 | 减仓 |
| VFQY | VANGUARD WELLINGTON FD | $50.93万 | 0.14% | 3,401 | 853 | 33.5% | $12.77万 | 加仓 |
| IJH | ISHARES TR | $49.79万 | 0.14% | 7,299 | -99 | -1.3% | -$6,754 | 减仓 |
| ARKK | ARK ETF TR | $49.35万 | 0.14% | 7,060 | 69 | 1.0% | $4,823 | 加仓 |
| ACM | AECOM | $48.88万 | 0.14% | 5,521 | 18 | 0.3% | $1,594 | 加仓 |
| AGG | ISHARES TR | $46.94万 | 0.13% | 4,736 | 956 | 25.3% | $9.47万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $46.94万 | 0.13% | 10,872 | -334 | -3.0% | -$1.44万 | 减仓 |
| GOOG | ALPHABET INC | $44.54万 | 0.12% | 1,538 | -47 | -3.0% | -$1.36万 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $43.91万 | 0.12% | 2,181 | 2,181 | — | $43.91万 | 新建仓 |
| NFLX | NETFLIX INC. | $43.56万 | 0.12% | 4,720 | 4,720 | — | $43.56万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $43.11万 | 0.12% | 1,425 | 530 | 59.2% | $16.04万 | 加仓 |
| IEF | ISHARES TR | $41.95万 | 0.12% | 4,399 | -360 | -7.6% | -$3.43万 | 减仓 |
| ABBV | ABBVIE INC | $41.67万 | 0.12% | 2,012 | 1,007 | 100.2% | $20.86万 | 加仓 |
| JETS | ETF SER SOLUTIONS | $40.45万 | 0.11% | 15,987 | -103 | -0.6% | -$2,606 | 减仓 |
| IUSG | ISHARES TR | $39.92万 | 0.11% | 2,527 | -17 | -0.7% | -$2,686 | 减仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $39.00万 | 0.11% | 18,961 | 1,372 | 7.8% | $2.82万 | 加仓 |
| PMBS | PIMCO ETF TR | $38.86万 | 0.11% | 7,845 | 7,845 | — | $38.86万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $37.28万 | 0.10% | 3,239 | 650 | 25.1% | $7.48万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $36.99万 | 0.10% | 10,090 | 28 | 0.3% | $1,026 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $36.78万 | 0.10% | 7,215 | -368 | -4.9% | -$1.88万 | 减仓 |
| COMP | COMPASS INC | $36.76万 | 0.10% | 46,413 | 15,197 | 48.7% | $12.04万 | 加仓 |
| TSLA | TESLA INC | $36.47万 | 0.10% | 945 | -1 | -0.1% | -$386 | 减仓 |
| BKLC | BNY MELLON ETF TRUST | $36.19万 | 0.10% | 2,872 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $36.04万 | 0.10% | 1,239 | -77 | -5.9% | -$2.24万 | 减仓 |
| DIS | DISNEY WALT CO | $34.73万 | 0.10% | 3,620 | 16 | 0.4% | $1,535 | 加仓 |
| MTB | M & T BK CORP | $34.39万 | 0.10% | 1,680 | 0 | 0.0% | — | 不变 |
| FSMB | FIRST TR EXCH TRADED FD III | $33.07万 | 0.09% | 16,543 | -245 | -1.5% | -$4,898 | 减仓 |
| BKUI | BNY MELLON ETF TRUST | $32.97万 | 0.09% | 6,629 | -861 | -11.5% | -$4.28万 | 减仓 |
| IMCG | ISHARES TR | $32.83万 | 0.09% | 4,090 | 6 | 0.1% | $482 | 加仓 |
| CVX | CHEVRON CORPORATION | $32.72万 | 0.09% | 1,595 | 1,595 | — | $32.72万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $32.69万 | 0.09% | 928 | -2 | -0.2% | -$705 | 减仓 |
| MCD | MCDONALDS CORP | $32.51万 | 0.09% | 1,043 | -5 | -0.5% | -$1,559 | 减仓 |
| AVGO | BROADCOM INC | $31.50万 | 0.09% | 988 | 72 | 7.9% | $2.30万 | 加仓 |
| META | META PLATFORMS INC | $31.36万 | 0.09% | 527 | -2 | -0.4% | -$1,190 | 减仓 |
| IMTM | ISHARES TR | $30.26万 | 0.08% | 6,270 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X FDS | $30.16万 | 0.08% | 12,472 | 12,472 | — | $30.16万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $29.91万 | 0.08% | 1,625 | 6 | 0.4% | $1,104 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $29.30万 | 0.08% | 1,475 | -1 | -0.1% | -$199 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $28.44万 | 0.08% | 963 | 9 | 0.9% | $2,658 | 加仓 |
| IVW | ISHARES TR | $28.03万 | 0.08% | 2,433 | 2 | 0.1% | $230 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $27.94万 | 0.08% | 3,653 | 207 | 6.0% | $1.58万 | 加仓 |
| — | SPDR SERIES TRUST | $27.56万 | 0.08% | 3,079 | -1,026 | -25.0% | -$9.18万 | 减仓 |
| AMGN | AMGEN INC | $27.51万 | 0.08% | 777 | -5 | -0.6% | -$1,770 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $26.35万 | 0.07% | 5,293 | 201 | 3.9% | $1.00万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $26.27万 | 0.07% | 11,932 | -4,517 | -27.5% | -$9.94万 | 减仓 |
| ONEV | SPDR SERIES TRUST | $26.16万 | 0.07% | 1,950 | 0 | 0.0% | — | 不变 |
| SPH | SUBURBAN PROPANE PARTNERS L | $25.59万 | 0.07% | 12,638 | 201 | 1.6% | $4,070 | 加仓 |
| SPAB | SPDR SERIES TRUST | $25.46万 | 0.07% | 9,960 | 401 | 4.2% | $1.02万 | 加仓 |
| GM | GENERAL MTRS CO | $25.44万 | 0.07% | 3,321 | -133 | -3.9% | -$1.02万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $25.31万 | 0.07% | 3,608 | -84 | -2.3% | -$5,892 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $25.28万 | 0.07% | 5,000 | -1,311 | -20.8% | -$6.63万 | 减仓 |
| — | PUTNAM ETF TRUST | $24.96万 | 0.07% | 6,095 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $24.58万 | 0.07% | 1,709 | 301 | 21.4% | $4.33万 | 加仓 |
| SITM | SITIME CORP | $24.50万 | 0.07% | 691 | 0 | 0.0% | — | 不变 |
| WINN | HARBOR ETF TRUST | $24.35万 | 0.07% | 8,649 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $23.77万 | 0.07% | 5,953 | -97 | -1.6% | -$3,873 | 减仓 |
| PG | PROCTER & GAMBLE CO | $23.47万 | 0.07% | 1,631 | 1,631 | — | $23.47万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $23.38万 | 0.06% | 726 | 2 | 0.3% | $644 | 加仓 |
| — | ETF SER SOLUTIONS | $22.02万 | 0.06% | 5,856 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.81万 | 0.06% | 458 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $21.79万 | 0.06% | 1,975 | 11 | 0.6% | $1,214 | 加仓 |
| HSY | HERSHEY CO | $21.72万 | 0.06% | 1,001 | 1,001 | — | $21.72万 | 新建仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $21.63万 | 0.06% | 4,599 | 4,599 | — | $21.63万 | 新建仓 |
| — | ETF SER SOLUTIONS | $21.18万 | 0.06% | 6,623 | 0 | 0.0% | — | 不变 |
| AIS | TIDAL TRUST III | $21.09万 | 0.06% | 4,705 | 4,705 | — | $21.09万 | 新建仓 |
| RGEN | REPLIGEN CORP | $20.58万 | 0.06% | 1,800 | 0 | 0.0% | — | 不变 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $20.57万 | 0.06% | 4,296 | 4,296 | — | $20.57万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $20.43万 | 0.06% | 680 | 1 | 0.1% | $300 | 加仓 |
| V | VISA INC | $20.39万 | 0.06% | 669 | -31 | -4.4% | -$9,448 | 减仓 |
| MSIF | MSC INCOME FUND INC | $17.26万 | 0.05% | 13,172 | 13,172 | — | $17.26万 | 新建仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $13.78万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $13.32万 | 0.04% | 16,510 | 0 | 0.0% | — | 不变 |
| — | PUTNAM MANAGED MUN INCOME TR | $6.07万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -5,662 | -100.0% | -$26.84万 | 清仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -2,279 | -100.0% | -$21.09万 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,453 | -100.0% | -$20.69万 | 清仓 |