13F 机构持仓

WealthCollab, LLC

BELLEVUE WA · SEC CIK 0002017870

2026Q22026Q1 更早 9 个季度 🔒
$2.43亿2026Q1 申报市值
977持仓数
56.6%前十大占比 · 第一大 12.4%
61 / 85新建仓 / 清仓
申报市值走势$2.76亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SSRM 12.4%
VTI 9.2%
VXUS 7.5%
IXUS 5.1%
AVUV 4.7%
MUB 4.4%
AVDV 3.8%
BND 3.7%
VNQ 3.0%
BIV 2.7%

2026Q1 买入最多 按季末市值估算

VTI 加仓+$203.94万
BIV 加仓+$83.08万
VXUS 加仓+$80.42万
MUB 加仓+$72.50万
VNQ 加仓+$56.62万

2026Q1 卖出最多 按季末市值估算

COST 减仓-$605.53万
GOOG 减仓-$256.21万
ABNB 减仓-$133.73万
MSFT 减仓-$114.05万
AMZN 减仓-$68.33万

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
VSS VANGUARD INTL EQUITY INDEX F $5.64万0.02%387 00.0% — 不变
RDY DR REDDYS LABS LTD $5.77万0.02%4,167 -374-8.2% -$5,180 减仓
UNFI UNITED NAT FOODS INC $5.86万0.02%1,300 00.0% — 不变
DAC DANAOS CORPORATION $5.88万0.02%522 00.0% — 不变
MFC MANULIFE FINL CORP $5.99万0.02%1,740 -93-5.1% -$3,203 减仓
FNDC SCHWAB STRATEGIC TR $6.02万0.02%1,298 -658-33.6% -$3.05万 减仓
SEIC SEI INVTS CO $6.10万0.03%777 -53-6.4% -$4,159 减仓
FINV FINVOLUTION GROUP $6.17万0.03%12,883 -3,599-21.8% -$1.72万 减仓
USO UNITED STS OIL FD LP $6.20万0.03%487 00.0% — 不变
HCA HCA HEALTHCARE INC $6.20万0.03%131 00.0% — 不变
DFSE DIMENSIONAL ETF TRUST $6.22万0.03%1,467 00.0% — 不变
IJR ISHARES TR $6.24万0.03%502 -131-20.7% -$1.63万 减仓
AMG AFFILIATED MANAGERS GROUP $6.34万0.03%229 6640.5% $1.83万 加仓
SOFI SOFI TECHNOLOGIES INC $6.35万0.03%4,000 00.0% — 不变
IWR ISHARES TR $6.46万0.03%664 00.0% — 不变
WM WASTE MGMT INC DEL $6.53万0.03%284 -6-2.1% -$1,379 减仓
ALL ALLSTATE CORP $6.66万0.03%321 10447.9% $2.16万 加仓
IBN ICICI BANK LIMITED $6.66万0.03%2,571 -387-13.1% -$1.00万 减仓
SPEM SPDR INDEX SHS FDS $6.68万0.03%1,424 00.0% — 不变
LRCX LAM RESEARCH CORP $6.69万0.03%313 7028.8% $1.50万 加仓
PPG PPG INDS INC $6.77万0.03%633 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $6.80万0.03%2,340 -2,715-53.7% -$7.90万 减仓
MDT MEDTRONIC PLC $6.83万0.03%788 00.0% — 不变
GSK GSK PLC $6.87万0.03%1,245 00.0% — 不变
UTHR UNITED THERAPEUTICS CORP DEL $6.94万0.03%117 -6-4.9% -$3,558 减仓
ESGE ISHARES INC $7.10万0.03%1,562 00.0% — 不变
EVR EVERCORE INC $7.10万0.03%238 00.0% — 不变
SPIP SPDR SERIES TRUST $7.16万0.03%2,754 00.0% — 不变
KR KROGER CO $7.21万0.03%997 -28-2.7% -$2,026 减仓
AGNC AGNC INVT CORP $7.23万0.03%7,206 2163.1% $2,167 加仓
FITB FIFTH THIRD BANCORP $7.27万0.03%1,564 1,564— $7.27万 新建仓
IBM INTERNATIONAL BUSINESS MACHS $7.27万0.03%300 00.0% — 不变
PXH INVESCO EXCH TRADED FD TR II $7.30万0.03%2,712 00.0% — 不变
APAM ARTISAN PARTNERS ASSET MGMT $7.54万0.03%2,072 37221.9% $1.35万 加仓
SAN BANCO SANTANDER SA $7.58万0.03%6,722 00.0% — 不变
FDX FEDEX CORP $7.62万0.03%214 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $7.63万0.03%2,621 00.0% — 不变
TPR TAPESTRY INC $7.70万0.03%546 00.0% — 不变
MHO M/I HOMES INC $7.84万0.03%640 00.0% — 不变
BSV VANGUARD BD INDEX FDS $7.98万0.03%1,018 00.0% — 不变
DIS DISNEY WALT CO $8.02万0.03%832 00.0% — 不变
NUTX NUTEX HEALTH INC $8.03万0.03%845 00.0% — 不变
RIO RIO TINTO PLC $8.14万0.03%873 00.0% — 不变
PRDO PERDOCEO ED CORP $8.18万0.03%2,199 -7-0.3% -$260 减仓
TSEM TOWER SEMICONDUCTOR LTD $8.28万0.03%472 -51-9.8% -$8,950 减仓
CLX CLOROX CO DEL $8.29万0.03%800 00.0% — 不变
IWM ISHARES TR $8.36万0.03%337 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $8.39万0.03%390 00.0% — 不变
VGK VANGUARD INTL EQUITY INDEX F $8.47万0.03%1,028 00.0% — 不变
WF WOORI FINL GROUP INC $8.55万0.04%1,284 00.0% — 不变
ABBV ABBVIE INC $8.70万0.04%400 00.0% — 不变
SPTM SPDR SERIES TRUST $8.74万0.04%1,106 00.0% — 不变
— ARK ETF TR $8.77万0.04%3,259 00.0% — 不变
GEV GE VERNOVA INC $8.82万0.04%101 00.0% — 不变
KB KB FINL GROUP INC $8.96万0.04%898 00.0% — 不变
SBUX STARBUCKS CORP $8.96万0.04%1,000 00.0% — 不变
DFEM DIMENSIONAL ETF TRUST $8.99万0.04%2,601 00.0% — 不变
ABT ABBOTT LABORATORIES $9.01万0.04%878 8210.3% $8,419 加仓
SPDW SPDR INDEX SHS FDS $9.10万0.04%1,993 -107-5.1% -$4,885 减仓
AMD ADVANCED MICRO DEVICES INC $9.13万0.04%449 163.7% $3,255 加仓
IVE ISHARES TR $9.21万0.04%436 -22-4.8% -$4,645 减仓
SPAB SPDR SERIES TRUST $9.45万0.04%3,690 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $9.47万0.04%112 00.0% — 不变
IWP ISHARES TR $9.52万0.04%743 00.0% — 不变
PEP PEPSICO INC $9.55万0.04%615 172.8% $2,640 加仓
GE GE AEROSPACE $9.56万0.04%337 216.6% $5,959 加仓
FNDE SCHWAB STRATEGIC TR $9.72万0.04%2,540 -2,699-51.5% -$10.33万 减仓
G GENPACT LIMITED $9.86万0.04%2,648 -97-3.5% -$3,613 减仓
V VISA INC $9.88万0.04%327 -17-4.9% -$5,138 减仓
SHG SHINHAN FINANCIAL GROUP CO L $10.03万0.04%1,635 26319.2% $1.61万 加仓
AAMI ACADIAN ASSET MANAGEMENT INC $10.06万0.04%1,848 00.0% — 不变
SCZ ISHARES TR $10.44万0.04%1,332 00.0% — 不变
EEM ISHARES TR $10.45万0.04%1,840 00.0% — 不变
FCX FREEPORT MCMORAN INC $10.45万0.04%1,778 00.0% — 不变
IYR ISHARES TR $10.48万0.04%1,108 00.0% — 不变
ASX ASE TECHNOLOGY HLDG CO LTD $10.51万0.04%4,850 00.0% — 不变
NVS NOVARTIS AG $10.57万0.04%692 00.0% — 不变
XLP SELECT SECTOR SPDR TR $10.58万0.04%1,291 -264-17.0% -$2.16万 减仓
— INVESCO EXCHANGE TRADED FD T $10.61万0.04%2,238 00.0% — 不变
CMCSA COMCAST CORP NEW $10.82万0.04%3,768 1,28651.8% $3.69万 加仓
VZ VERIZON COMMUNICATIONS INC $10.83万0.04%2,157 1306.4% $6,526 加仓
LLY ELI LILLY & CO $11.13万0.05%121 00.0% — 不变
SU SUNCOR ENERGY INC NEW $11.36万0.05%1,719 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $11.37万0.05%777 -29-3.6% -$4,242 减仓
ITRN ITURAN LOCATION AND CONTROL $11.39万0.05%2,325 00.0% — 不变
KT KT CORP $11.84万0.05%5,519 00.0% — 不变
NOW SERVICENOW INC $11.92万0.05%1,140 -25-2.1% -$2,614 减仓
MU MICRON TECHNOLOGY INC $11.93万0.05%353 3511.0% $1.18万 加仓
B BARRICK MNG CORP $12.02万0.05%2,946 00.0% — 不变
AVSU AMERICAN CENTY ETF TR $12.23万0.05%1,655 79692.7% $5.88万 加仓
XLK SELECT SECTOR SPDR TR $12.28万0.05%924 -296-24.3% -$3.93万 减仓
PFE PFIZER INC $12.49万0.05%4,447 00.0% — 不变
DFUS DIMENSIONAL ETF TRUST $13.19万0.05%1,860 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $13.27万0.05%270 00.0% — 不变
SKM SK TELECOM CO LTD $13.35万0.05%4,557 -184-3.9% -$5,389 减仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $13.73万0.06%6,338 00.0% — 不变
MCD MCDONALDS CORP $13.99万0.06%450 00.0% — 不变
NFLX NETFLIX INC. $14.19万0.06%1,476 765.4% $7,307 加仓
TSLA TESLA INC $14.57万0.06%392 123.2% $4,461 加仓
BOXX EA SERIES TRUST $14.87万0.06%1,279 00.0% — 不变