Wealthspire Retirement, LLC
ALISO VIEJO CA · SEC CIK 0002040084
$16.67亿2026Q1 申报市值
310持仓数
44.8%前十大占比 · 第一大 18.1%
16 / 4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
IVV 加仓+$3,916.97万
FLXR 新建仓+$2,105.83万
HFSI 新建仓+$2,086.95万
SDVD 新建仓+$1,144.88万
TBIL 加仓+$768.82万
2026Q1 卖出最多 按季末市值估算
SHV 减仓-$4,212.37万
AGG 减仓-$2,757.46万
TFLO 减仓-$2,501.69万
SCHD 减仓-$511.11万
BUFB 减仓-$62.61万
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 |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES TR | $1,748.94万 | 1.05% | 211,813 | 23,070 | 12.2% | $190.49万 | 加仓 |
| ITOT | ISHARES TR | $1,776.28万 | 1.07% | 124,712 | 1,522 | 1.2% | $21.68万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,866.42万 | 1.12% | 235,450 | 19,584 | 9.1% | $155.24万 | 加仓 |
| IEMG | ISHARES INC | $1,870.13万 | 1.12% | 268,119 | -4,277 | -1.6% | -$29.83万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,939.45万 | 1.16% | 74,047 | 4,912 | 7.1% | $128.66万 | 加仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $2,086.95万 | 1.25% | 601,079 | 601,079 | — | $2,086.95万 | 新建仓 |
| FLXR | TCW ETF TRUST | $2,105.83万 | 1.26% | 536,243 | 536,243 | — | $2,105.83万 | 新建仓 |
| IJR | ISHARES TR | $2,182.45万 | 1.31% | 175,565 | 23,277 | 15.3% | $289.36万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,357.42万 | 1.41% | 367,887 | 14,228 | 4.0% | $91.17万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $2,659.05万 | 1.60% | 954,774 | 175,175 | 22.5% | $487.86万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $2,682.72万 | 1.61% | 892,159 | 134,277 | 17.7% | $403.77万 | 加仓 |
| IJH | ISHARES TR | $2,819.92万 | 1.69% | 417,580 | 58,041 | 16.1% | $391.95万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,001.04万 | 1.80% | 51,995 | 1,176 | 2.3% | $67.88万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,091.97万 | 1.85% | 677,767 | 33,895 | 5.3% | $154.63万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,268.22万 | 1.96% | 166,576 | 9,995 | 6.4% | $196.10万 | 加仓 |
| VO | VANGUARD INDEX FDS | $3,340.16万 | 2.00% | 116,309 | 7,772 | 7.2% | $223.20万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3,473.70万 | 2.08% | 453,841 | 40,204 | 9.7% | $307.72万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $3,722.49万 | 2.23% | 339,365 | 9,805 | 3.0% | $107.55万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $3,975.68万 | 2.38% | 468,223 | 29,709 | 6.8% | $252.26万 | 加仓 |
| AGG | ISHARES TR | $4,205.78万 | 2.52% | 423,670 | -277,773 | -39.6% | -$2,757.46万 | 减仓 |
| IGIB | ISHARES TR | $4,594.79万 | 2.76% | 863,357 | 126,956 | 17.2% | $675.66万 | 加仓 |
| IDEV | ISHARES TR | $6,373.80万 | 3.82% | 762,690 | 20,988 | 2.8% | $175.40万 | 加仓 |
| SHV | ISHARES TR | $1.14亿 | 6.85% | 1,034,731 | -381,590 | -26.9% | -$4,212.37万 | 减仓 |
| IVV | ISHARES TR | $3.03亿 | 18.15% | 463,174 | 59,965 | 14.9% | $3,916.97万 | 加仓 |