WEALTHSPAN PARTNERS, LLC
DAVENPORT IA · SEC CIK 0001909805
$3.17亿2026Q2 申报市值
129持仓数
45.7%前十大占比 · 第一大 12.3%
9 / 4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
VUSB 加仓+$423.48万
STIP 加仓+$130.94万
FNDF 加仓+$66.31万
DUSB 加仓+$62.25万
FELV 新建仓+$46.48万
2026Q2 卖出最多 按季末市值估算
DFCF 减仓-$143.62万
VIG 减仓-$39.04万
VCSH 减仓-$29.81万
KMI 清仓-$25.21万
EVSM 减仓-$24.67万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | $34.92万 | 0.11% | 10,031 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $34.52万 | 0.11% | 13,197 | 310 | 2.4% | $8,110 | 加仓 |
| ONDS | ONDAS INC | $33.78万 | 0.11% | 41,000 | 1,870 | 4.8% | $1.54万 | 加仓 |
| IUSV | ISHARES TR | $32.84万 | 0.10% | 2,981 | -78 | -2.5% | -$8,592 | 减仓 |
| VV | VANGUARD INDEX FDS | $31.85万 | 0.10% | 926 | 10 | 1.1% | $3,439 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $31.83万 | 0.10% | 340 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $31.57万 | 0.10% | 2,369 | 2,369 | — | $31.57万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $30.26万 | 0.10% | 5,740 | 5,740 | — | $30.26万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $30.08万 | 0.09% | 882 | 882 | — | $30.08万 | 新建仓 |
| SLB | SLB LIMITED | $29.22万 | 0.09% | 6,286 | -2,616 | -29.4% | -$12.16万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $27.95万 | 0.09% | 535 | -232 | -30.2% | -$12.12万 | 减仓 |
| SMH | VANECK ETF TRUST | $27.48万 | 0.09% | 419 | 419 | — | $27.48万 | 新建仓 |
| PSX | PHILLIPS 66 | $27.47万 | 0.09% | 1,625 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $25.90万 | 0.08% | 5,927 | 1,220 | 25.9% | $5.33万 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $25.60万 | 0.08% | 26,749 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $25.57万 | 0.08% | 2,311 | 6 | 0.3% | $664 | 加仓 |
| V | VISA INC | $23.80万 | 0.07% | 694 | 6 | 0.9% | $2,057 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $23.31万 | 0.07% | 21,599 | 27 | 0.1% | $291 | 加仓 |
| PG | PROCTER & GAMBLE CO | $22.82万 | 0.07% | 1,556 | -5 | -0.3% | -$733 | 减仓 |
| BHP | BHP BILLITON LIMITED | $22.36万 | 0.07% | 2,683 | 2,683 | — | $22.36万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $21.83万 | 0.07% | 2,406 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $21.73万 | 0.07% | 1,323 | -24 | -1.8% | -$3,942 | 重新持有 |
| WTBA | WEST BANCORPORATION INC | $21.22万 | 0.07% | 8,000 | 8,000 | — | $21.22万 | 新建仓 |
| PEP | PEPSICO INC | $21.21万 | 0.07% | 1,566 | 2 | 0.1% | $271 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $21.17万 | 0.07% | 4,808 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $21.03万 | 0.07% | 3,488 | 3,488 | — | $21.03万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $20.60万 | 0.06% | 2,137 | 2,137 | — | $20.60万 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC | $5.82万 | 0.02% | 15,850 | 500 | 3.3% | $1,835 | 加仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $5.47万 | 0.02% | 11,260 | 338 | 3.1% | $1,643 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -7,517 | -100.0% | -$25.21万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,683 | -100.0% | -$23.11万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -7,900 | -100.0% | -$22.90万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,506 | -100.0% | -$21.48万 | 清仓 |