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 |
|---|---|---|---|---|---|---|---|---|
| NVO | NOVO-NORDISK A S | $21.18万 | 0.01% | 4,419 | 100 | 2.3% | $4,794 | 重新持有 |
| LIN | LINDE PLC | $21.10万 | 0.01% | 407 | -17 | -4.0% | -$8,814 | 减仓 |
| FORM | FORMFACTOR INC | $21.09万 | 0.01% | 1,319 | 1,319 | — | $21.09万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $20.96万 | 0.01% | 1,684 | -19 | -1.1% | -$2,364 | 减仓 |
| SPHY | SPDR SERIES TRUST | $20.95万 | 0.01% | 8,938 | -10,106 | -53.1% | -$23.69万 | 减仓 |
| ARKK | ARK ETF TR | $20.62万 | 0.01% | 2,551 | -59 | -2.3% | -$4,769 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $20.58万 | 0.01% | 6,026 | -489 | -7.5% | -$1.67万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $20.43万 | 0.01% | 2,300 | 0 | 0.0% | — | 重新持有 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $20.36万 | 0.01% | 3,338 | 3,338 | — | $20.36万 | 新建仓 |
| CDE | COEUR MNG INC | $20.35万 | 0.01% | 12,470 | 1,918 | 18.2% | $3.13万 | 加仓 |
| MDT | MEDTRONIC PLC | $20.27万 | 0.01% | 2,591 | 183 | 7.6% | $1.43万 | 加仓 |
| MMM | 3M CO | $20.19万 | 0.01% | 1,247 | -552 | -30.7% | -$8.94万 | 重新持有 |
| NXE | NEXGEN ENERGY LTD | $19.32万 | 0.01% | 20,570 | 70 | 0.3% | $657 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $17.87万 | 0.01% | 16,558 | -15,427 | -48.2% | -$16.65万 | 减仓 |
| SBSW | SIBANYE STILLWATER LTD | $17.42万 | 0.01% | 20,518 | 18 | 0.1% | $153 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $16.96万 | 0.01% | 36,707 | -3,300 | -8.2% | -$1.52万 | 减仓 |
| UUUU | ENERGY FUELS INC | $15.24万 | 0.01% | 10,507 | -993 | -8.6% | -$1.44万 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $13.44万 | 0.01% | 26,937 | -16,000 | -37.3% | -$7.98万 | 减仓 |
| ORC | ORCHID IS CAP INC | $11.63万 | 0.01% | 16,686 | 0 | 0.0% | — | 不变 |
| EU | ENCORE ENERGY CORP | $9.63万 | 0.01% | 73,520 | -480 | -0.6% | -$629 | 减仓 |
| SABR | SABRE CORP | $3.70万 | 0.00% | 17,690 | 233 | 1.3% | $487 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -189,156 | -100.0% | -$1,174.28万 | 清仓 |
| SDVD | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -645,000 | -100.0% | -$1,144.88万 | 清仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -6,844 | -100.0% | -$137.84万 | 清仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -20,912 | -100.0% | -$133.71万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -2,449 | -100.0% | -$55.36万 | 清仓 |
| PAAS | PAN AMERN SILVER CORP | $0 | 0.00% | 0 | -8,274 | -100.0% | -$45.20万 | 清仓 |
| IOCT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,754 | -100.0% | -$23.67万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,203 | -100.0% | -$22.45万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -7,907 | -100.0% | -$22.20万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,578 | -100.0% | -$20.83万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -353 | -100.0% | -$20.78万 | 清仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -3,964 | -100.0% | -$20.53万 | 清仓 |
| — | KRONOS WORLDWIDE INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$6.57万 | 清仓 |