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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2.95亿 | 16.19% | 389,343 | -73,831 | -15.9% | -$5,598.08万 | 减仓 |
| SHV | ISHARES TR | $1.63亿 | 8.93% | 1,478,117 | 443,386 | 42.9% | $4,886.57万 | 加仓 |
| IDEV | ISHARES TR | $6,969.83万 | 3.82% | 777,307 | 14,617 | 1.9% | $131.07万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $4,677.22万 | 2.57% | 452,346 | -15,877 | -3.4% | -$164.17万 | 减仓 |
| IGIB | ISHARES TR | $4,501.53万 | 2.47% | 846,629 | -16,728 | -1.9% | -$88.94万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $4,500.07万 | 2.47% | 352,091 | 12,726 | 3.7% | $162.65万 | 加仓 |
| AGG | ISHARES TR | $4,292.66万 | 2.35% | 435,405 | 11,735 | 2.8% | $115.70万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $4,264.01万 | 2.34% | 485,208 | 31,367 | 6.9% | $275.65万 | 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 |
| QQQ | INVESCO QQQ TR | $3,840.60万 | 2.11% | 52,154 | 159 | 0.3% | $11.71万 | 加仓 |
| VO | VANGUARD INDEX FDS | $3,691.77万 | 2.02% | 458,206 | -7,030 | -1.5% | -$56.64万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $3,452.18万 | 1.89% | 1,110,024 | 155,250 | 16.3% | $482.83万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,381.76万 | 1.85% | 155,176 | -11,400 | -6.8% | -$248.44万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,195.57万 | 1.75% | 702,477 | 24,710 | 3.6% | $112.41万 | 加仓 |
| IJH | ISHARES TR | $2,752.39万 | 1.51% | 363,630 | -53,950 | -12.9% | -$408.36万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $2,603.20万 | 1.43% | 867,445 | -24,714 | -2.8% | -$74.17万 | 减仓 |
| IJR | ISHARES TR | $2,242.22万 | 1.23% | 153,299 | -22,266 | -12.7% | -$325.67万 | 减仓 |
| FLXR | TCW ETF TRUST | $2,163.44万 | 1.19% | 553,711 | 17,468 | 3.3% | $68.25万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,139.69万 | 1.17% | 70,589 | -3,458 | -4.7% | -$104.82万 | 减仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $2,108.03万 | 1.16% | 600,921 | -158 | -0.0% | -$5,543 | 减仓 |
| IEMG | ISHARES INC | $2,066.72万 | 1.13% | 259,277 | -8,842 | -3.3% | -$70.48万 | 减仓 |
| ITOT | ISHARES TR | $2,055.16万 | 1.13% | 124,243 | -469 | -0.4% | -$7.76万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $1,985.23万 | 1.09% | 355,967 | -17,723 | -4.7% | -$98.84万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,971.52万 | 1.08% | 249,464 | 14,014 | 6.0% | $110.75万 | 加仓 |
| SHY | ISHARES TR | $1,848.16万 | 1.01% | 225,123 | 13,310 | 6.3% | $109.27万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $1,827.06万 | 1.00% | 161,859 | 12,274 | 8.2% | $138.55万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,732.16万 | 0.95% | 197,038 | -12,072 | -5.8% | -$106.13万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,698.80万 | 0.93% | 350,775 | 27,308 | 8.4% | $132.25万 | 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 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,588.07万 | 0.87% | 266,053 | 184 | 0.1% | $1.10万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,489.72万 | 0.82% | 21,685 | 470 | 2.2% | $32.29万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,267.45万 | 0.70% | 399,700 | -87,391 | -17.9% | -$277.12万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,194.97万 | 0.66% | 211,573 | 14,761 | 7.5% | $83.37万 | 加仓 |
| 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 |
| VUG | VANGUARD INDEX FDS | $1,065.12万 | 0.58% | 123,649 | 3,013 | 2.5% | $25.95万 | 加仓 |
| IQLT | ISHARES TR | $1,046.69万 | 0.57% | 211,239 | -53,259 | -20.1% | -$263.90万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,009.17万 | 0.55% | 120,498 | 32,469 | 36.9% | $271.93万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $991.28万 | 0.54% | 486,637 | -21,433 | -4.2% | -$43.66万 | 减仓 |
| AAPL | APPLE INC | $990.32万 | 0.54% | 33,554 | 1,039 | 3.2% | $30.67万 | 加仓 |
| SDY | SPDR SERIES TRUST | $966.18万 | 0.53% | 63,489 | -7,956 | -11.1% | -$121.07万 | 减仓 |
| IHDG | WISDOMTREE TR | $965.38万 | 0.53% | 184,303 | -6,777 | -3.5% | -$35.50万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $909.09万 | 0.50% | 100,898 | -243 | -0.2% | -$2.19万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $891.05万 | 0.49% | 24,366 | 2,597 | 11.9% | $94.97万 | 加仓 |
| VRSN | VERISIGN INC | $883.83万 | 0.48% | 35,134 | 1 | 0.0% | $252 | 加仓 |
| NVDA | NVIDIA CORPORATION | $862.62万 | 0.47% | 42,792 | 468 | 1.1% | $9.43万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $837.84万 | 0.46% | 220,136 | -1,556 | -0.7% | -$5.92万 | 减仓 |
| VGT | VANGUARD WORLD FD | $770.92万 | 0.42% | 64,502 | -922 | -1.4% | -$11.02万 | 减仓 |
| TBIL | RBB FD INC | $752.13万 | 0.41% | 150,849 | -10,881 | -6.7% | -$54.25万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $727.45万 | 0.40% | 46,033 | 5,930 | 14.8% | $93.71万 | 加仓 |
| SCZ | ISHARES TR | $712.06万 | 0.39% | 86,551 | -5,606 | -6.1% | -$46.12万 | 减仓 |
| DHS | WISDOMTREE TR | $636.72万 | 0.35% | 56,008 | -1,227 | -2.1% | -$13.95万 | 减仓 |
| TIP | ISHARES TR | $635.07万 | 0.35% | 58,325 | -811 | -1.4% | -$8.83万 | 减仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $630.99万 | 0.35% | 113,785 | 166 | 0.1% | $9,205 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $598.27万 | 0.33% | 176,793 | -10,179 | -5.4% | -$34.45万 | 减仓 |
| VDC | VANGUARD WORLD FD | $580.13万 | 0.32% | 25,728 | -19 | -0.1% | -$4,284 | 减仓 |
| STIP | ISHARES TR | $574.13万 | 0.31% | 56,382 | 4,194 | 8.0% | $42.71万 | 加仓 |
| USIG | ISHARES TR | $554.77万 | 0.30% | 108,163 | 454 | 0.4% | $2.33万 | 加仓 |
| AMZN | AMAZON COM INC | $536.64万 | 0.29% | 22,394 | -509 | -2.2% | -$12.20万 | 减仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $535.92万 | 0.29% | 204,940 | -5,596 | -2.7% | -$14.63万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $533.80万 | 0.29% | 147,744 | -1,895 | -1.3% | -$6.85万 | 减仓 |
| TFLO | ISHARES TR | $527.47万 | 0.29% | 104,239 | 14,151 | 15.7% | $71.61万 | 加仓 |
| IXUS | ISHARES TR | $524.85万 | 0.29% | 55,280 | -2,253 | -3.9% | -$21.39万 | 减仓 |
| ICF | ISHARES TR | $521.90万 | 0.29% | 76,904 | -1,883 | -2.4% | -$12.78万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $494.57万 | 0.27% | 167,933 | -32,026 | -16.0% | -$94.32万 | 减仓 |
| RWR | SPDR SERIES TRUST | $483.38万 | 0.27% | 42,286 | 524 | 1.3% | $5.99万 | 加仓 |
| MSFT | MICROSOFT CORP | $466.26万 | 0.26% | 12,500 | 569 | 4.8% | $21.22万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $463.78万 | 0.25% | 6,204 | 164 | 2.7% | $12.26万 | 加仓 |
| LLY | ELI LILLY & CO | $449.48万 | 0.25% | 3,801 | 36 | 1.0% | $4.26万 | 加仓 |
| EFG | ISHARES TR | $414.43万 | 0.23% | 33,309 | -2,997 | -8.3% | -$37.29万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $393.58万 | 0.22% | 46,038 | 1,425 | 3.2% | $12.18万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $383.79万 | 0.21% | 16,220 | 693 | 4.5% | $16.40万 | 加仓 |
| BUI | BLACKROCK UTILS INFRASTRUCTU | $373.71万 | 0.20% | 128,821 | 4,395 | 3.5% | $12.75万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $365.94万 | 0.20% | 138,091 | 18,844 | 15.8% | $49.94万 | 加仓 |
| AON | AON PLC | $364.89万 | 0.20% | 11,001 | 4 | 0.0% | $1,327 | 加仓 |
| TSLA | TESLA INC | $360.82万 | 0.20% | 8,747 | 1,192 | 15.8% | $49.17万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $357.52万 | 0.20% | 43,257 | 288 | 0.7% | $2.38万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $351.42万 | 0.19% | 18,445 | -18 | -0.1% | -$3,429 | 减仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $342.00万 | 0.19% | 67,442 | 2,412 | 3.7% | $12.23万 | 加仓 |
| GLD | SPDR GOLD TR | $335.10万 | 0.18% | 9,096 | -346 | -3.7% | -$12.75万 | 减仓 |
| FLOT | ISHARES TR | $327.07万 | 0.18% | 64,068 | 1,903 | 3.1% | $9.71万 | 加仓 |
| GQRE | FLEXSHARES TR | $319.61万 | 0.18% | 49,940 | -1,718 | -3.3% | -$11.00万 | 减仓 |
| GOOG | ALPHABET INC | $306.82万 | 0.17% | 8,684 | -19 | -0.2% | -$6,713 | 减仓 |
| HYS | PIMCO ETF TR | $299.85万 | 0.16% | 32,063 | 42 | 0.1% | $3,928 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $285.27万 | 0.16% | 98,506 | -1,856 | -1.8% | -$5.37万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $281.66万 | 0.15% | 101,797 | -11,895 | -10.5% | -$32.91万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $278.55万 | 0.15% | 11,463 | 138 | 1.2% | $3.35万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $274.86万 | 0.15% | 63,869 | -1,346 | -2.1% | -$5.79万 | 减仓 |
| IEF | ISHARES TR | $274.65万 | 0.15% | 29,266 | 2,652 | 10.0% | $24.89万 | 加仓 |
| QYLD | GLOBAL X FDS | $265.16万 | 0.15% | 143,872 | 3,587 | 2.6% | $6.61万 | 加仓 |
| TLT | ISHARES TR | $264.87万 | 0.15% | 31,287 | 693 | 2.3% | $5.87万 | 加仓 |
| GOOGL | ALPHABET INC | $254.04万 | 0.14% | 7,108 | 678 | 10.5% | $24.23万 | 加仓 |
| IYW | ISHARES TR | $252.06万 | 0.14% | 10,059 | -4 | -0.0% | -$1,002 | 减仓 |
| HD | HOME DEPOT INC | $250.85万 | 0.14% | 7,113 | -18 | -0.3% | -$6,348 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $238.30万 | 0.13% | 32,462 | -7,108 | -18.0% | -$52.18万 | 减仓 |
| PYLD | PIMCO ETF TR | $232.42万 | 0.13% | 87,640 | -1,930 | -2.2% | -$5.12万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $230.61万 | 0.13% | 14,535 | -78 | -0.5% | -$1.24万 | 减仓 |
| WELL | WELLTOWER INC | $226.18万 | 0.12% | 9,965 | -44 | -0.4% | -$9,987 | 减仓 |
| WMT | WALMART INC | $224.12万 | 0.12% | 19,789 | 433 | 2.2% | $4.90万 | 加仓 |
| — | BLACKROCK HEALTH SCIENCES TR | $220.91万 | 0.12% | 51,434 | -453 | -0.9% | -$1.95万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $216.90万 | 0.12% | 42,819 | 5 | 0.0% | $253 | 加仓 |