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
MSFT MICROSOFT CORP 看跌期权 $00.00%0 -300-100.0% -$14.51万 清仓
SCHI SCHWAB STRATEGIC TR $00.00%0 -4,022-100.0% -$9.24万 清仓
SMBS SCHWAB STRATEGIC TR $00.00%0 -3,235-100.0% -$8.31万 清仓
SCHR SCHWAB STRATEGIC TR $00.00%0 -3,155-100.0% -$7.91万 清仓
XLF SELECT SECTOR SPDR TR $00.00%0 —— — 申报中断
— COMERICA INC $00.00%0 -839-100.0% -$7.29万 清仓
OTEX OPEN TEXT CORP $00.00%0 —— — 申报中断
XLC SELECT SECTOR SPDR TR $00.00%0 —— — 申报中断
VUG VANGUARD INDEX FDS $00.00%0 -102-100.0% -$4.98万 清仓
VGT VANGUARD WORLD FD $00.00%0 —— — 申报中断
WIT WIPRO LTD $00.00%0 —— — 申报中断
XLY SELECT SECTOR SPDR TR $00.00%0 —— — 申报中断
QLYS QUALYS INC $00.00%0 —— — 申报中断
SMH VANECK ETF TRUST $00.00%0 —— — 申报中断
EBAY EBAY INC. $00.00%0 -278-100.0% -$2.42万 清仓
HAUZ DBX ETF TR $00.00%0 -976-100.0% -$2.27万 清仓
VPL VANGUARD INTL EQUITY INDEX F $00.00%0 —— — 申报中断
EEMA ISHARES INC $00.00%0 —— — 申报中断
EBND SPDR SERIES TRUST $00.00%0 -1,018-100.0% -$2.18万 清仓
FLRN SPDR SERIES TRUST $00.00%0 -660-100.0% -$2.03万 清仓
IEI ISHARES TR $00.00%0 —— — 申报中断
SHY ISHARES TR $00.00%0 -234-100.0% -$1.94万 清仓
KEYS KEYSIGHT TECHNOLOGIES INC $00.00%0 -86-100.0% -$1.75万 清仓
AZN ASTRAZENECA PLC $00.00%0 -90-100.0% -$1.65万 清仓
NMFC NEW MTN FIN CORP $00.00%0 -1,761-100.0% -$1.62万 清仓
MBC MASTERBRAND INC $00.00%0 -1,251-100.0% -$1.38万 清仓
EMLC VANECK ETF TRUST $00.00%0 -529-100.0% -$1.37万 清仓
IBB ISHARES TR $00.00%0 —— — 申报中断
VT VANGUARD INTL EQUITY INDEX F $00.00%0 -94-100.0% -$1.33万 清仓
— REV GROUP INC $00.00%0 -215-100.0% -$1.31万 清仓
SHYG ISHARES TR $00.00%0 -302-100.0% -$1.29万 清仓
DC DAKOTA GOLD CORP $00.00%0 -2,223-100.0% -$1.26万 清仓
HCKT HACKETT GROUP INC $00.00%0 -640-100.0% -$1.26万 清仓
GROY GOLD ROYALTY CORP $00.00%0 -3,009-100.0% -$1.22万 清仓
TLT ISHARES TR $00.00%0 —— — 申报中断
NOBL PROSHARES TR $00.00%0 -100-100.0% -$1.04万 清仓
IEF ISHARES TR $00.00%0 —— — 申报中断
SHV ISHARES TR $00.00%0 -91-100.0% -$1.00万 清仓
IGM ISHARES TR $00.00%0 —— — 申报中断
ADT ADT INC DEL $00.00%0 -1,226-100.0% -$9,894 清仓
— PLYMOUTH INDL REIT INC $00.00%0 -446-100.0% -$9,759 清仓
BZ KANZHUN LIMITED $00.00%0 -473-100.0% -$9,640 清仓
XLU SELECT SECTOR SPDR TR $00.00%0 —— — 申报中断
VIS VANGUARD WORLD FD $00.00%0 —— — 申报中断
ENB ENBRIDGE INC $00.00%0 -184-100.0% -$8,801 清仓
REGL PROSHARES TR $00.00%0 -100-100.0% -$8,422 清仓
PATH UIPATH INC $00.00%0 -502-100.0% -$8,228 清仓
IEUR ISHARES TR $00.00%0 —— — 申报中断
VDC VANGUARD WORLD FD $00.00%0 —— — 申报中断
TSLX SIXTH STREET SPECIALTY LENDI $00.00%0 -340-100.0% -$7,385 清仓
— TELEFONICA S A $00.00%0 -1,787-100.0% -$7,238 清仓
BYD BOYD GAMING CORP $00.00%0 -80-100.0% -$6,820 清仓
FDUS FIDUS INVT CORP $00.00%0 -344-100.0% -$6,640 清仓
EEFT EURONET WORLDWIDE INC $00.00%0 -86-100.0% -$6,546 清仓
— TEGNA INC $00.00%0 -327-100.0% -$6,348 清仓
PFF ISHARES TR $00.00%0 —— — 申报中断
GPN GLOBAL PMTS INC $00.00%0 —— — 申报中断
MOH MOLINA HEALTHCARE INC $00.00%0 -33-100.0% -$5,727 清仓
AFG AMERICAN FINL GROUP INC OHIO $00.00%0 -40-100.0% -$5,468 清仓
NMIH NMI HLDGS INC $00.00%0 -134-100.0% -$5,466 清仓
ATHM AUTOHOME INC $00.00%0 -241-100.0% -$5,365 清仓
HYLB DBX ETF TR $00.00%0 -144-100.0% -$5,304 清仓
— OSISKO DEVELOPMENT CORP $00.00%0 -1,462-100.0% -$5,103 清仓
BXSL BLACKSTONE SECD LENDING FD $00.00%0 -191-100.0% -$5,030 清仓
PPA INVESCO EXCHANGE TRADED FD T $00.00%0 —— — 申报中断
PAVE GLOBAL X FDS $00.00%0 —— — 申报中断
— DOCEBO INC $00.00%0 -190-100.0% -$4,218 清仓
KBWB INVESCO EXCH TRADED FD TR II $00.00%0 —— — 申报中断
DT DYNATRACE INC $00.00%0 -93-100.0% -$4,031 清仓
MAT MATTEL INC $00.00%0 -200-100.0% -$3,968 清仓
— CHICAGO ATLANTIC REAL ESTATE $00.00%0 -294-100.0% -$3,605 清仓
VSXY VICTORIAS SECRET AND CO $00.00%0 -66-100.0% -$3,576 清仓
— INDIVIOR PLC $00.00%0 -95-100.0% -$3,409 清仓
TH TARGET HOSPITALITY CORP $00.00%0 -405-100.0% -$3,245 清仓
XLRE SELECT SECTOR SPDR TR $00.00%0 -79-100.0% -$3,188 清仓
CIBR FIRST TR EXCHANGE TRADED FD $00.00%0 —— — 申报中断
— BROOKFIELD BUSINESS CORP $00.00%0 -80-100.0% -$2,871 清仓
— RCM TECHNOLOGIES INC $00.00%0 -137-100.0% -$2,801 清仓
ROL ROLLINS INC $00.00%0 -44-100.0% -$2,641 清仓
THG HANOVER INS GROUP INC $00.00%0 -14-100.0% -$2,559 清仓
— DIGINEX LTD $00.00%0 -608-100.0% -$2,536 清仓
WPP WPP PLC NEW $00.00%0 -108-100.0% -$2,426 清仓
WDFC WD 40 CO $00.00%0 -12-100.0% -$2,363 清仓
YORW YORK WTR CO $00.00%0 -69-100.0% -$2,197 清仓
PXF INVESCO EXCH TRADED FD TR II $00.00%0 -31-100.0% -$2,032 清仓
— GLADSTONE INVT CORP $00.00%0 -145-100.0% -$2,026 清仓
— WW INTL INC $00.00%0 -68-100.0% -$1,987 清仓
STLA STELLANTIS N.V $00.00%0 -180-100.0% -$1,961 清仓
ITB ISHARES TR $00.00%0 —— — 申报中断
XLE SELECT SECTOR SPDR TR $00.00%0 —— — 申报中断
MTX MINERALS TECHNOLOGIES INC $00.00%0 -29-100.0% -$1,768 清仓
GEN GEN DIGITAL INC $00.00%0 —— — 申报中断
SONY SONY GROUP CORP $00.00%0 -62-100.0% -$1,588 清仓
VAW VANGUARD WORLD FD $00.00%0 -7-100.0% -$1,453 清仓
— SEQUANS COMMUNICATIONS S A $00.00%0 -302-100.0% -$1,356 清仓
IDT IDT CORP $00.00%0 -26-100.0% -$1,332 清仓
FUTY FIDELITY COVINGTON TRUST $00.00%0 —— — 申报中断
— THOMSON REUTERS CORP $00.00%0 -10-100.0% -$1,319 清仓
IFRA ISHARES TR $00.00%0 —— — 申报中断
— C & F FINL CORP $00.00%0 -18-100.0% -$1,307 清仓