WealthCare Asset Management, LLC
SPRINGFIELD MO · SEC CIK 0002034181
$9,395.09万2026Q1 申报市值
32持仓数
85.3%前十大占比 · 第一大 20.8%
10 / 10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
IYM 新建仓+$877.98万
IYE 新建仓+$840.79万
ORLY 加仓+$499.73万
XLE 加仓+$193.41万
IJS 新建仓+$176.84万
2026Q1 卖出最多 按季末市值估算
IYF 清仓-$801.10万
GLD 减仓-$473.23万
PROSHARES TR 清仓-$297.84万
PROSHARES TR 清仓-$283.52万
PROSHARES TR 清仓-$274.00万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| ORLY | OREILLY AUTOMOTIVE INC | $1,953.28万 | 20.79% | 211,600 | 54,136 | 34.4% | $499.73万 | 加仓 |
| IYZ | ISHARES TR | $962.80万 | 10.25% | 244,862 | 2,732 | 1.1% | $10.74万 | 加仓 |
| IYM | ISHARES TR | $877.98万 | 9.35% | 49,908 | 49,908 | — | $877.98万 | 新建仓 |
| GLD | SPDR GOLD TR | $842.55万 | 8.97% | 19,581 | -10,998 | -36.0% | -$473.23万 | 减仓 |
| IYE | ISHARES TR | $840.79万 | 8.95% | 129,812 | 129,812 | — | $840.79万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $690.95万 | 7.35% | 112,790 | 31,572 | 38.9% | $193.41万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $642.68万 | 6.84% | 250,967 | -21,726 | -8.0% | -$55.64万 | 减仓 |
| AAPL | APPLE INC | $482.27万 | 5.13% | 19,003 | -778 | -3.9% | -$19.74万 | 减仓 |
| AMZN | AMAZON COM INC | $447.83万 | 4.77% | 21,502 | -727 | -3.3% | -$15.14万 | 减仓 |
| WMT | WALMART INC | $270.72万 | 2.88% | 21,783 | -1,910 | -8.1% | -$23.74万 | 减仓 |
| EEM | ISHARES TR | $186.61万 | 1.99% | 32,859 | -9,622 | -22.7% | -$54.64万 | 减仓 |
| IJS | ISHARES TR | $176.84万 | 1.88% | 14,930 | 14,930 | — | $176.84万 | 新建仓 |
| IVW | ISHARES TR | $176.37万 | 1.88% | 15,593 | -2,903 | -15.7% | -$32.84万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $102.81万 | 1.09% | 5,895 | -557 | -8.6% | -$9.71万 | 减仓 |
| MSFT | MICROSOFT CORP | $93.88万 | 1.00% | 2,536 | 111 | 4.6% | $4.11万 | 加仓 |
| GOOGL | ALPHABET INC | $65.05万 | 0.69% | 2,262 | -521 | -18.7% | -$14.98万 | 减仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $64.57万 | 0.69% | 26,311 | 26,311 | — | $64.57万 | 新建仓 |
| — | EXXON MOBIL CORP | $50.61万 | 0.54% | 2,983 | -41 | -1.4% | -$6,957 | 减仓 |
| GOOG | ALPHABET INC | $42.26万 | 0.45% | 1,473 | 3 | 0.2% | $861 | 加仓 |
| FOXY | SIMPLIFY EXCHANGE TRADED FUN | $38.47万 | 0.41% | 13,155 | 13,155 | — | $38.47万 | 新建仓 |
| IYJ | ISHARES TR | $37.23万 | 0.40% | 2,523 | 2,523 | — | $37.23万 | 新建仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $36.90万 | 0.39% | 15,700 | 15,700 | — | $36.90万 | 新建仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $36.64万 | 0.39% | 18,004 | 18,004 | — | $36.64万 | 新建仓 |
| — | BLACKROCK FLOATING RATE INC | $36.33万 | 0.39% | 33,768 | -112 | -0.3% | -$1,205 | 减仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $35.85万 | 0.38% | 16,801 | 16,801 | — | $35.85万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $35.00万 | 0.37% | 538 | -3,839 | -87.7% | -$249.72万 | 减仓 |
| T | AT&T INC | $31.92万 | 0.34% | 11,010 | -394 | -3.5% | -$1.14万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $31.57万 | 0.34% | 2,158 | -60 | -2.7% | -$8,777 | 减仓 |
| IRM | IRON MTN INC DEL | $31.22万 | 0.33% | 3,057 | 30 | 1.0% | $3,064 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.55万 | 0.28% | 554 | 0 | 0.0% | — | 不变 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $24.79万 | 0.26% | 10,521 | 10,521 | — | $24.79万 | 新建仓 |
| TSLA | TESLA INC | $21.78万 | 0.23% | 586 | -129 | -18.0% | -$4.80万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR 看涨期权 | $0 | 0.00% | 0 | -73,700 | -100.0% | -$4,926.48万 | 清仓 |
| IYF | ISHARES TR | $0 | 0.00% | 0 | -64,107 | -100.0% | -$801.10万 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -31,564 | -100.0% | -$297.84万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -25,007 | -100.0% | -$283.52万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -28,089 | -100.0% | -$274.00万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -46,784 | -100.0% | -$254.47万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -24,261 | -100.0% | -$221.89万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -23,503 | -100.0% | -$221.25万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IYC | ISHARES TR | $0 | 0.00% | 0 | -18,102 | -100.0% | -$189.53万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IDU | ISHARES TR | $0 | 0.00% | 0 | -3,375 | -100.0% | -$37.69万 | 清仓 |