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 |
|---|---|---|---|---|---|---|---|---|
| FELG | FIDELITY COVINGTON TRUST | $20.34万 | 0.01% | 5,427 | 5 | 0.1% | $187 | 加仓 |
| AEG | AEGON LTD | $20.28万 | 0.01% | 27,938 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $20.07万 | 0.01% | 2,365 | 3 | 0.1% | $255 | 加仓 |
| CDE | COEUR MNG INC | $19.81万 | 0.01% | 10,552 | 52 | 0.5% | $976 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $18.52万 | 0.01% | 40,007 | 581 | 1.5% | $2,690 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $16.03万 | 0.01% | 18,594 | 18,594 | — | $16.03万 | 新建仓 |
| EU | ENCORE ENERGY CORP | $13.32万 | 0.01% | 74,000 | 5,000 | 7.2% | $9,000 | 加仓 |
| ORC | ORCHID IS CAP INC | $11.73万 | 0.01% | 16,686 | 0 | 0.0% | — | 不变 |
| — | KRONOS WORLDWIDE INC | $6.57万 | 0.00% | 10,000 | 10,000 | — | $6.57万 | 新建仓 |
| SABR | SABRE CORP | $2.53万 | 0.00% | 17,457 | -782 | -4.3% | -$1,134 | 重新持有 |
| FPE | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGW | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MMM | 3M CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -953 | -100.0% | -$21.82万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -3,522 | -100.0% | -$20.56万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -8,794 | -100.0% | -$20.36万 | 清仓 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGBL | CAPITAL GROUP CORE BALANCED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DOC | HEALTHPEAK PROPERTIES INC | $0 | 0.00% | 0 | -11,746 | -100.0% | -$18.89万 | 清仓 |