Wealthcare Capital Partners, LLC
WEST CHESTER PA · SEC CIK 0002053307
$2.42亿2026Q2 申报市值
179持仓数
45.5%前十大占比 · 第一大 13.5%
31 / 6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
QQQ 加仓+$125.86万
CLSE 新建仓+$96.13万
SCHX 新建仓+$84.69万
SCHM 新建仓+$52.17万
VYM 加仓+$49.43万
2026Q2 卖出最多 按季末市值估算
JEPI 减仓-$150.78万
BIL 清仓-$53.52万
VTI 减仓-$35.15万
EXXON MOBIL CORP 清仓-$30.09万
SGOV 清仓-$29.53万
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 |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,840 | -100.0% | -$53.52万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,773 | -100.0% | -$30.09万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -2,934 | -100.0% | -$29.53万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -821 | -100.0% | -$27.00万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -881 | -100.0% | -$25.00万 | 清仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -2,650 | -100.0% | -$21.84万 | 清仓 |
| IAUX | I-80 GOLD CORP | $1.91万 | 0.01% | 13,243 | 0 | 0.0% | — | 不变 |
| CMPX | COMPASS THERAPEUTICS INC | $4.30万 | 0.02% | 19,654 | 19,654 | — | $4.30万 | 新建仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $20.12万 | 0.08% | 2,998 | 2,998 | — | $20.12万 | 新建仓 |
| SMDV | PROSHARES TR | $20.17万 | 0.08% | 2,618 | 2,618 | — | $20.17万 | 新建仓 |
| GDX | VANECK ETF TRUST | $20.22万 | 0.08% | 2,680 | 20 | 0.8% | $1,509 | 加仓 |
| VOO | VANGUARD INDEX FDS | $20.28万 | 0.08% | 295 | 295 | — | $20.28万 | 新建仓 |
| DRAM | ROUNDHILL ETF TRUST | $20.29万 | 0.08% | 2,748 | 2,748 | — | $20.29万 | 新建仓 |
| AGCO | AGCO CORP | $20.33万 | 0.08% | 1,699 | -160 | -8.6% | -$1.91万 | 减仓 |
| EES | WISDOMTREE TR | $20.39万 | 0.08% | 3,008 | 3,008 | — | $20.39万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $20.41万 | 0.08% | 1,982 | 9 | 0.5% | $927 | 加仓 |
| CMC | COMMERCIAL METALS CO | $20.42万 | 0.08% | 3,255 | 17 | 0.5% | $1,067 | 重新持有 |
| VUG | VANGUARD INDEX FDS | $20.46万 | 0.08% | 2,375 | -415 | -14.9% | -$3.57万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $20.71万 | 0.09% | 1,921 | 1,921 | — | $20.71万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $20.81万 | 0.09% | 409 | 409 | — | $20.81万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $20.94万 | 0.09% | 1,540 | 1,540 | — | $20.94万 | 新建仓 |
| EMR | EMERSON ELEC CO | $21.05万 | 0.09% | 1,471 | 1,471 | — | $21.05万 | 新建仓 |
| ORCL | ORACLE CORP | $21.16万 | 0.09% | 1,444 | -26 | -1.8% | -$3,809 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $21.31万 | 0.09% | 6,047 | 6,047 | — | $21.31万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $21.36万 | 0.09% | 1,250 | 1,250 | — | $21.36万 | 新建仓 |
| QUAL | ISHARES TR | $21.70万 | 0.09% | 989 | 989 | — | $21.70万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $21.74万 | 0.09% | 225 | 225 | — | $21.74万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $21.95万 | 0.09% | 3,610 | 3,610 | — | $21.95万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $21.97万 | 0.09% | 1,810 | 1,810 | — | $21.97万 | 新建仓 |
| UNP | UNION PAC CORP | $22.65万 | 0.09% | 833 | 833 | — | $22.65万 | 新建仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $23.36万 | 0.10% | 6,229 | 6,229 | — | $23.36万 | 新建仓 |
| IVV | ISHARES TR | $23.47万 | 0.10% | 313 | 313 | — | $23.47万 | 新建仓 |
| — | WISDOMTREE TR | $23.52万 | 0.10% | 2,760 | 50 | 1.8% | $4,262 | 加仓 |
| STLD | STEEL DYNAMICS INC | $23.67万 | 0.10% | 1,032 | 1,032 | — | $23.67万 | 新建仓 |
| KO | COCA COLA CO | $24.09万 | 0.10% | 2,965 | 4 | 0.1% | $325 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $24.14万 | 0.10% | 10,000 | 0 | 0.0% | — | 不变 |
| GRNY | TIDAL TRUST I | $24.25万 | 0.10% | 8,769 | -325 | -3.6% | -$8,986 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $24.30万 | 0.10% | 2,602 | 50 | 2.0% | $4,669 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $24.44万 | 0.10% | 3,263 | 10 | 0.3% | $749 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $24.97万 | 0.10% | 5,670 | 25 | 0.4% | $1,101 | 加仓 |
| VDE | VANGUARD WORLD FD | $24.99万 | 0.10% | 1,665 | 150 | 9.9% | $2.25万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $25.26万 | 0.10% | 1,345 | 1,345 | — | $25.26万 | 新建仓 |
| SPTS | SPDR SERIES TRUST | $26.24万 | 0.11% | 9,046 | 161 | 1.8% | $4,671 | 加仓 |
| HSY | HERSHEY CO | $26.25万 | 0.11% | 1,496 | 12 | 0.8% | $2,105 | 加仓 |
| IJH | ISHARES TR | $26.93万 | 0.11% | 3,493 | 473 | 15.7% | $3.65万 | 加仓 |
| AMLP | ALPS ETF TR | $27.35万 | 0.11% | 5,276 | -122 | -2.3% | -$6,325 | 减仓 |
| PSX | PHILLIPS 66 | $27.68万 | 0.11% | 1,638 | 29 | 1.8% | $4,901 | 加仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $28.78万 | 0.12% | 14,156 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $29.27万 | 0.12% | 983 | 983 | — | $29.27万 | 新建仓 |
| ISTB | ISHARES TR | $29.47万 | 0.12% | 6,107 | 6,107 | — | $29.47万 | 新建仓 |
| ITA | ISHARES TR | $29.59万 | 0.12% | 1,221 | 168 | 16.0% | $4.07万 | 加仓 |
| ABBV | ABBVIE INC | $29.79万 | 0.12% | 1,184 | 2 | 0.2% | $503 | 加仓 |
| ZTS | ZOETIS INC | $30.15万 | 0.12% | 4,195 | 2,070 | 97.4% | $14.88万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $30.15万 | 0.12% | 587 | 5 | 0.9% | $2,568 | 加仓 |
| DVY | ISHARES TR | $30.60万 | 0.13% | 1,958 | 16 | 0.8% | $2,501 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $30.62万 | 0.13% | 6,096 | 6,096 | — | $30.62万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $30.70万 | 0.13% | 3,685 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $31.08万 | 0.13% | 1,150 | -35 | -3.0% | -$9,460 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $31.65万 | 0.13% | 2,713 | -291 | -9.7% | -$3.40万 | 减仓 |
| VIS | VANGUARD WORLD FD | $31.82万 | 0.13% | 883 | 2 | 0.2% | $721 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $32.04万 | 0.13% | 278 | 278 | — | $32.04万 | 新建仓 |
| HLI | HOULIHAN LOKEY INC | $32.18万 | 0.13% | 2,399 | 65 | 2.8% | $8,720 | 加仓 |
| CMI | CUMMINS INC | $32.28万 | 0.13% | 453 | 453 | — | $32.28万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $32.87万 | 0.14% | 351 | 0 | 0.0% | — | 不变 |
| PSCT | INVESCO EXCH TRADED FD TR II | $33.49万 | 0.14% | 3,624 | -695 | -16.1% | -$6.42万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $34.34万 | 0.14% | 3,561 | 50 | 1.4% | $4,822 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $34.53万 | 0.14% | 1,031 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $34.78万 | 0.14% | 2,748 | -534 | -16.3% | -$6.76万 | 减仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $35.17万 | 0.15% | 4,090 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $35.19万 | 0.15% | 14,143 | -4,232 | -23.0% | -$10.53万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $35.59万 | 0.15% | 10,637 | -59 | -0.6% | -$1,974 | 减仓 |
| IWF | ISHARES TR | $36.26万 | 0.15% | 2,920 | 364 | 14.2% | $4.52万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $36.83万 | 0.15% | 1,827 | 64 | 3.6% | $1.29万 | 加仓 |
| PWR | QUANTA SVCS INC | $39.98万 | 0.17% | 555 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $41.09万 | 0.17% | 2,802 | 668 | 31.3% | $9.80万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $41.75万 | 0.17% | 2,191 | 2,191 | — | $41.75万 | 新建仓 |
| BOTZ | GLOBAL X FDS | $42.26万 | 0.17% | 11,139 | 344 | 3.2% | $1.31万 | 加仓 |
| V | VISA INC | $43.47万 | 0.18% | 1,267 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $43.73万 | 0.18% | 4,582 | -128 | -2.7% | -$1.22万 | 减仓 |
| REG | REGENCY CTRS CORP | $44.04万 | 0.18% | 5,523 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $44.42万 | 0.18% | 9,261 | -37 | -0.4% | -$1,775 | 减仓 |
| SLV | ISHARES SILVER TR | $45.58万 | 0.19% | 8,524 | -257 | -2.9% | -$1.37万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $47.17万 | 0.19% | 812 | 812 | — | $47.17万 | 新建仓 |
| BAC | BANK OF AMER CORP | $47.44万 | 0.20% | 8,326 | 24 | 0.3% | $1,368 | 加仓 |
| TTEQ | T ROWE PRICE EXCHANGE-TRADED | $47.62万 | 0.20% | 10,677 | 422 | 4.1% | $1.88万 | 加仓 |
| VO | VANGUARD INDEX FDS | $48.41万 | 0.20% | 6,009 | 53 | 0.9% | $4,270 | 加仓 |
| EXC | EXELON CORP | $49.62万 | 0.21% | 10,644 | -184 | -1.7% | -$8,578 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $49.83万 | 0.21% | 8,022 | 528 | 7.0% | $3.28万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $52.17万 | 0.22% | 14,149 | 14,149 | — | $52.17万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $52.78万 | 0.22% | 2,481 | 26 | 1.1% | $5,531 | 加仓 |
| DGRS | WISDOMTREE TR | $52.94万 | 0.22% | 8,919 | 337 | 3.9% | $2.00万 | 加仓 |
| CVX | CHEVRON CORPORATION | $53.96万 | 0.22% | 3,255 | -176 | -5.1% | -$2.92万 | 减仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $54.07万 | 0.22% | 11,027 | 243 | 2.3% | $1.19万 | 加仓 |
| SDY | SPDR SERIES TRUST | $54.85万 | 0.23% | 3,604 | 4 | 0.1% | $609 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP | $55.37万 | 0.23% | 4,521 | 15 | 0.3% | $1,837 | 加仓 |
| CASY | CASEYS GEN STORES INC | $55.95万 | 0.23% | 704 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $56.18万 | 0.23% | 30,320 | 1,182 | 4.1% | $2.19万 | 加仓 |
| SDOG | ALPS ETF TR | $56.43万 | 0.23% | 8,272 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $56.70万 | 0.23% | 2,571 | 45 | 1.8% | $9,924 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $58.23万 | 0.24% | 10,963 | 208 | 1.9% | $1.10万 | 加仓 |