Wealthspire Retirement, LLC
ALISO VIEJO CA · SEC CIK 0002040084
$18.23亿2026Q2 申报市值
321持仓数
45.4%前十大占比 · 第一大 16.2%
14 / 13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
SHV 加仓+$4,886.57万
VEA 加仓+$1,307.03万
FNDX 加仓+$482.83万
SPYM 加仓+$275.65万
VEU 加仓+$271.93万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$5,598.08万
FEZ 清仓-$1,174.28万
SDVD 清仓-$1,144.88万
IJH 减仓-$408.36万
IJR 减仓-$325.67万
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 |
|---|---|---|---|---|---|---|---|---|
| FPE | FIRST TR EXCH TRADED FD III | $1,134.43万 | 0.62% | 634,468 | -21,916 | -3.3% | -$39.19万 | 重新持有 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,194.97万 | 0.66% | 211,573 | 14,761 | 7.5% | $83.37万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,267.45万 | 0.70% | 399,700 | -87,391 | -17.9% | -$277.12万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,489.72万 | 0.82% | 21,685 | 470 | 2.2% | $32.29万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,588.07万 | 0.87% | 266,053 | 184 | 0.1% | $1.10万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1,662.39万 | 0.91% | 307,679 | -10,232 | -3.2% | -$55.28万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,698.80万 | 0.93% | 350,775 | 27,308 | 8.4% | $132.25万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,732.16万 | 0.95% | 197,038 | -12,072 | -5.8% | -$106.13万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $1,827.06万 | 1.00% | 161,859 | 12,274 | 8.2% | $138.55万 | 加仓 |
| SHY | ISHARES TR | $1,848.16万 | 1.01% | 225,123 | 13,310 | 6.3% | $109.27万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,971.52万 | 1.08% | 249,464 | 14,014 | 6.0% | $110.75万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $1,985.23万 | 1.09% | 355,967 | -17,723 | -4.7% | -$98.84万 | 减仓 |
| ITOT | ISHARES TR | $2,055.16万 | 1.13% | 124,243 | -469 | -0.4% | -$7.76万 | 减仓 |
| IEMG | ISHARES INC | $2,066.72万 | 1.13% | 259,277 | -8,842 | -3.3% | -$70.48万 | 减仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $2,108.03万 | 1.16% | 600,921 | -158 | -0.0% | -$5,543 | 减仓 |
| VB | VANGUARD INDEX FDS | $2,139.69万 | 1.17% | 70,589 | -3,458 | -4.7% | -$104.82万 | 减仓 |
| FLXR | TCW ETF TRUST | $2,163.44万 | 1.19% | 553,711 | 17,468 | 3.3% | $68.25万 | 加仓 |
| IJR | ISHARES TR | $2,242.22万 | 1.23% | 153,299 | -22,266 | -12.7% | -$325.67万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $2,603.20万 | 1.43% | 867,445 | -24,714 | -2.8% | -$74.17万 | 减仓 |
| IJH | ISHARES TR | $2,752.39万 | 1.51% | 363,630 | -53,950 | -12.9% | -$408.36万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,195.57万 | 1.75% | 702,477 | 24,710 | 3.6% | $112.41万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,381.76万 | 1.85% | 155,176 | -11,400 | -6.8% | -$248.44万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $3,452.18万 | 1.89% | 1,110,024 | 155,250 | 16.3% | $482.83万 | 加仓 |
| VO | VANGUARD INDEX FDS | $3,691.77万 | 2.02% | 458,206 | -7,030 | -1.5% | -$56.64万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,840.60万 | 2.11% | 52,154 | 159 | 0.3% | $11.71万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,928.14万 | 2.15% | 551,337 | 183,450 | 49.9% | $1,307.03万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $4,264.01万 | 2.34% | 485,208 | 31,367 | 6.9% | $275.65万 | 加仓 |
| AGG | ISHARES TR | $4,292.66万 | 2.35% | 435,405 | 11,735 | 2.8% | $115.70万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $4,500.07万 | 2.47% | 352,091 | 12,726 | 3.7% | $162.65万 | 加仓 |
| IGIB | ISHARES TR | $4,501.53万 | 2.47% | 846,629 | -16,728 | -1.9% | -$88.94万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $4,677.22万 | 2.57% | 452,346 | -15,877 | -3.4% | -$164.17万 | 减仓 |
| IDEV | ISHARES TR | $6,969.83万 | 3.82% | 777,307 | 14,617 | 1.9% | $131.07万 | 加仓 |
| SHV | ISHARES TR | $1.63亿 | 8.93% | 1,478,117 | 443,386 | 42.9% | $4,886.57万 | 加仓 |
| IVV | ISHARES TR | $2.95亿 | 16.19% | 389,343 | -73,831 | -15.9% | -$5,598.08万 | 减仓 |