Wealthcare Capital Partners, LLC
WEST CHESTER PA · SEC CIK 0002053307
$2.13亿2026Q1 申报市值
153持仓数
48.0%前十大占比 · 第一大 15.4%
6 / 3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
VYM 加仓+$123.12万
SPYM 加仓+$77.86万
IGE 加仓+$70.53万
REMX 加仓+$64.03万
USRT 加仓+$61.24万
2026Q1 卖出最多 按季末市值估算
USFR 减仓-$375.10万
VNQ 减仓-$174.05万
EXXON MOBIL CORP 重新持有-$56.71万
VTI 减仓-$54.83万
AAPL 减仓-$46.70万
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 |
|---|---|---|---|---|---|---|---|---|
| CMC | COMMERCIAL METALS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -2,235 | -100.0% | -$20.96万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -1,222 | -100.0% | -$20.91万 | 清仓 |
| — | AGILON HEALTH INC | $0 | 0.00% | 0 | -18,349 | -100.0% | -$1.26万 | 清仓 |
| IAUX | I-80 GOLD CORP | $2.01万 | 0.01% | 13,243 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $20.32万 | 0.10% | 465 | -68 | -12.8% | -$2.97万 | 减仓 |
| IJH | ISHARES TR | $20.40万 | 0.10% | 3,020 | 3,020 | — | $20.40万 | 新建仓 |
| AGCO | AGCO CORP | $21.54万 | 0.10% | 1,859 | -141 | -7.0% | -$1.63万 | 减仓 |
| ORCL | ORACLE CORP | $21.62万 | 0.10% | 1,470 | -32 | -2.1% | -$4,707 | 减仓 |
| GRNY | TIDAL TRUST I | $21.71万 | 0.10% | 9,094 | -703 | -7.2% | -$1.68万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $21.84万 | 0.10% | 2,650 | 2,650 | — | $21.84万 | 新建仓 |
| — | WISDOMTREE TR | $22.45万 | 0.11% | 2,710 | 2 | 0.1% | $166 | 加仓 |
| KO | COCA COLA CO | $22.52万 | 0.11% | 2,961 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $22.58万 | 0.11% | 2,552 | 2,552 | — | $22.58万 | 新建仓 |
| ITA | ISHARES TR | $23.03万 | 0.11% | 1,053 | 111 | 11.8% | $2.43万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $23.79万 | 0.11% | 3,253 | 59 | 1.8% | $4,315 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $24.27万 | 0.11% | 10,000 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $24.36万 | 0.11% | 5,645 | 24 | 0.4% | $1,036 | 加仓 |
| GDX | VANECK ETF TRUST | $24.41万 | 0.11% | 2,660 | 12 | 0.5% | $1,101 | 加仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $24.89万 | 0.12% | 14,156 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $25.00万 | 0.12% | 881 | 21 | 2.4% | $5,960 | 重新持有 |
| ZTS | ZOETIS INC | $25.12万 | 0.12% | 2,125 | 344 | 19.3% | $4.07万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $25.48万 | 0.12% | 2,375 | 455 | 23.7% | $4.88万 | 加仓 |
| ABBV | ABBVIE INC | $25.71万 | 0.12% | 1,182 | 64 | 5.7% | $1.39万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $25.84万 | 0.12% | 1,031 | 1,031 | — | $25.84万 | 新建仓 |
| SPTS | SPDR SERIES TRUST | $25.93万 | 0.12% | 8,885 | 0 | 0.0% | — | 不变 |
| PSCT | INVESCO EXCH TRADED FD TR II | $25.95万 | 0.12% | 4,319 | -2 | -0.0% | -$120 | 减仓 |
| VDE | VANGUARD WORLD FD | $26.21万 | 0.12% | 1,515 | 1,515 | — | $26.21万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $26.81万 | 0.13% | 3,685 | 50 | 1.4% | $3,637 | 加仓 |
| HD | HOME DEPOT INC | $27.00万 | 0.13% | 821 | 22 | 2.8% | $7,234 | 加仓 |
| IWF | ISHARES TR | $27.25万 | 0.13% | 639 | 36 | 6.0% | $1.54万 | 加仓 |
| VIS | VANGUARD WORLD FD | $27.51万 | 0.13% | 881 | 2 | 0.2% | $625 | 加仓 |
| AMLP | ALPS ETF TR | $28.42万 | 0.13% | 5,398 | 287 | 5.6% | $1.51万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $29.08万 | 0.14% | 582 | -68 | -10.5% | -$3.40万 | 减仓 |
| PSX | PHILLIPS 66 | $29.31万 | 0.14% | 1,609 | 12 | 0.8% | $2,186 | 加仓 |
| DVY | ISHARES TR | $29.41万 | 0.14% | 1,942 | 15 | 0.8% | $2,271 | 加仓 |
| SGOV | ISHARES TR | $29.53万 | 0.14% | 2,934 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $30.09万 | 0.14% | 1,773 | -3,342 | -65.3% | -$56.71万 | 重新持有 |
| PWR | QUANTA SVCS INC | $30.48万 | 0.14% | 555 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $30.69万 | 0.14% | 1,973 | 5 | 0.3% | $778 | 加仓 |
| PG | PROCTER & GAMBLE CO | $30.82万 | 0.14% | 2,134 | -855 | -28.6% | -$12.35万 | 减仓 |
| HSY | HERSHEY CO | $30.85万 | 0.14% | 1,484 | 10 | 0.7% | $2,079 | 加仓 |
| TTEQ | T ROWE PRICE ETF INC | $31.03万 | 0.15% | 10,255 | 367 | 3.7% | $1.11万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $31.14万 | 0.15% | 3,511 | -19,621 | -84.8% | -$174.05万 | 减仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $32.44万 | 0.15% | 4,090 | -461 | -10.1% | -$3.66万 | 减仓 |
| AMAT | APPLIED MATLS INC | $32.54万 | 0.15% | 952 | -55 | -5.5% | -$1.88万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $33.52万 | 0.16% | 2,334 | 10 | 0.4% | $1,436 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $34.99万 | 0.16% | 351 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $35.86万 | 0.17% | 10,795 | -164 | -1.5% | -$5,448 | 减仓 |
| SPIB | SPDR SERIES TRUST | $35.87万 | 0.17% | 10,696 | 35 | 0.3% | $1,174 | 加仓 |
| MCD | MCDONALDS CORP | $36.81万 | 0.17% | 1,185 | 8 | 0.7% | $2,485 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $36.84万 | 0.17% | 1,763 | -152 | -7.9% | -$3.18万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $37.56万 | 0.18% | 7,494 | 1,245 | 19.9% | $6.24万 | 加仓 |
| V | VISA INC | $38.28万 | 0.18% | 1,267 | -76 | -5.7% | -$2.30万 | 减仓 |
| IWM | ISHARES TR | $39.44万 | 0.18% | 1,590 | 3 | 0.2% | $744 | 加仓 |
| BAC | BANK AMERICA CORP | $40.47万 | 0.19% | 8,302 | 110 | 1.3% | $5,363 | 加仓 |
| IXUS | ISHARES TR | $40.81万 | 0.19% | 4,710 | -87 | -1.8% | -$7,537 | 减仓 |
| REG | REGENCY CTRS CORP | $41.79万 | 0.20% | 5,523 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $42.77万 | 0.20% | 1,489 | 31 | 2.1% | $8,905 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $42.97万 | 0.20% | 3,282 | 433 | 15.2% | $5.67万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $43.94万 | 0.21% | 3,004 | -1,096 | -26.7% | -$16.03万 | 减仓 |
| GEV | GE VERNOVA INC | $44.28万 | 0.21% | 507 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $44.47万 | 0.21% | 9,298 | -431 | -4.4% | -$2.06万 | 减仓 |
| DGRS | WISDOMTREE TR | $45.45万 | 0.21% | 8,582 | 30 | 0.4% | $1,589 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $45.70万 | 0.21% | 18,375 | 18,375 | — | $45.70万 | 新建仓 |
| CAT | CATERPILLAR INC | $45.73万 | 0.21% | 645 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $47.11万 | 0.22% | 2,455 | -134 | -5.2% | -$2.57万 | 减仓 |
| TDVG | T ROWE PRICE ETF INC | $48.13万 | 0.23% | 10,784 | 296 | 2.8% | $1.32万 | 加仓 |
| IWB | ISHARES TR | $48.46万 | 0.23% | 1,359 | 595 | 77.9% | $21.22万 | 加仓 |
| LLY | ELI LILLY & CO | $48.64万 | 0.23% | 529 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $48.92万 | 0.23% | 3,435 | 769 | 28.8% | $10.95万 | 加仓 |
| GOOGL | ALPHABET INC | $50.04万 | 0.23% | 1,740 | 51 | 3.0% | $1.47万 | 加仓 |
| QQQ | INVESCO QQQ TR | $51.18万 | 0.24% | 887 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $51.24万 | 0.24% | 704 | -1 | -0.1% | -$728 | 减仓 |
| ARCC | ARES CAPITAL CORP | $52.51万 | 0.25% | 29,138 | -1,576 | -5.1% | -$2.84万 | 减仓 |
| SDY | SPDR SERIES TRUST | $52.54万 | 0.25% | 3,600 | 21 | 0.6% | $3,065 | 加仓 |
| EXC | EXELON CORP | $53.08万 | 0.25% | 10,828 | -761 | -6.6% | -$3.73万 | 减仓 |
| BIL | SPDR SERIES TRUST | $53.52万 | 0.25% | 5,840 | 162 | 2.9% | $1.48万 | 加仓 |
| IWD | ISHARES TR | $53.55万 | 0.25% | 2,506 | 1 | 0.0% | $214 | 加仓 |
| SDOG | ALPS ETF TR | $53.80万 | 0.25% | 8,272 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $54.41万 | 0.25% | 1,464 | 20 | 1.4% | $7,432 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP | $56.94万 | 0.27% | 4,506 | 16 | 0.4% | $2,022 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $57.32万 | 0.27% | 640 | 1 | 0.2% | $896 | 加仓 |
| GOOG | ALPHABET INC | $57.85万 | 0.27% | 2,017 | 6 | 0.3% | $1,721 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $59.12万 | 0.28% | 11,974 | -58 | -0.5% | -$2,863 | 减仓 |
| LOW | LOWES COS INC | $59.67万 | 0.28% | 2,526 | 105 | 4.3% | $2.48万 | 加仓 |
| SLV | ISHARES SILVER TR | $59.83万 | 0.28% | 8,781 | -337 | -3.7% | -$2.30万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $59.94万 | 0.28% | 2,215 | -66 | -2.9% | -$1.79万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $60.03万 | 0.28% | 7,573 | 30 | 0.4% | $2,378 | 加仓 |
| RTX | RTX CORPORATION | $60.80万 | 0.28% | 3,152 | 9 | 0.3% | $1,736 | 加仓 |
| HACK | AMPLIFY ETF TR | $60.85万 | 0.29% | 8,103 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $62.55万 | 0.29% | 2,204 | 2 | 0.1% | $568 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $64.21万 | 0.30% | 2,627 | 67 | 2.6% | $1.64万 | 加仓 |
| TFI | SPDR SERIES TRUST | $64.54万 | 0.30% | 14,235 | -250 | -1.7% | -$1.13万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $65.88万 | 0.31% | 10,755 | 167 | 1.6% | $1.02万 | 加仓 |
| SUB | ISHARES TR | $66.73万 | 0.31% | 6,266 | 1,414 | 29.1% | $15.06万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $67.61万 | 0.32% | 33,124 | 5,531 | 20.0% | $11.29万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $70.67万 | 0.33% | 31,635 | 6,141 | 24.1% | $13.72万 | 加仓 |
| CVX | CHEVRON CORPORATION | $71.00万 | 0.33% | 3,431 | -374 | -9.8% | -$7.74万 | 减仓 |
| CAOS | EA SERIES TRUST | $76.33万 | 0.36% | 8,410 | 125 | 1.5% | $1.13万 | 加仓 |