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 |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | $3,278.63万 | 15.36% | 651,298 | -74,513 | -10.3% | -$375.10万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,203.50万 | 10.32% | 68,686 | -1,709 | -2.4% | -$54.83万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,149.21万 | 5.38% | 150,145 | 10,173 | 7.3% | $77.86万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $856.54万 | 4.01% | 57,835 | 8,313 | 16.8% | $123.12万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $665.24万 | 3.12% | 249,995 | -2,183 | -0.9% | -$5.81万 | 减仓 |
| STIP | ISHARES TR | $565.17万 | 2.65% | 54,642 | 4,074 | 8.1% | $42.14万 | 加仓 |
| AGG | ISHARES TR | $445.33万 | 2.09% | 44,860 | 3,875 | 9.5% | $38.47万 | 加仓 |
| IEF | ISHARES TR | $380.71万 | 1.78% | 39,890 | 336 | 0.8% | $3.21万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $374.06万 | 1.75% | 49,809 | 74 | 0.1% | $5,557 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $335.49万 | 1.57% | 7,001 | -93 | -1.3% | -$4.46万 | 减仓 |
| AAPL | APPLE INC | $331.65万 | 1.55% | 13,068 | -1,840 | -12.3% | -$46.70万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $305.86万 | 1.43% | 63,300 | 1,813 | 2.9% | $8.76万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $293.81万 | 1.38% | 49,613 | 4,077 | 9.0% | $24.14万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $263.34万 | 1.23% | 46,460 | 2,012 | 4.5% | $11.40万 | 加仓 |
| MGV | VANGUARD WORLD FD | $248.04万 | 1.16% | 17,112 | -571 | -3.2% | -$8.28万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $242.87万 | 1.14% | 11,293 | -45 | -0.4% | -$9,678 | 减仓 |
| DTH | WISDOMTREE TR | $227.95万 | 1.07% | 42,143 | 2,779 | 7.1% | $15.03万 | 加仓 |
| IGE | ISHARES TR | $216.62万 | 1.01% | 34,417 | 11,206 | 48.3% | $70.53万 | 加仓 |
| XT | ISHARES TR | $206.89万 | 0.97% | 30,359 | -860 | -2.8% | -$5.86万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $194.60万 | 0.91% | 45,744 | 6,663 | 17.0% | $28.34万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $192.41万 | 0.90% | 30,026 | -402 | -1.3% | -$2.58万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $192.36万 | 0.90% | 11,030 | -100 | -0.9% | -$1.74万 | 减仓 |
| MSFT | MICROSOFT CORP | $177.93万 | 0.83% | 4,807 | 158 | 3.4% | $5.85万 | 加仓 |
| DON | WISDOMTREE TR | $176.78万 | 0.83% | 33,646 | 2,906 | 9.5% | $15.27万 | 加仓 |
| USRT | ISHARES TR | $174.25万 | 0.82% | 29,439 | 10,347 | 54.2% | $61.24万 | 加仓 |
| BX | BLACKSTONE INC | $169.57万 | 0.79% | 14,746 | 1,248 | 9.2% | $14.35万 | 加仓 |
| DBEF | DBX ETF TR | $166.91万 | 0.78% | 33,787 | 1,123 | 3.4% | $5.55万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $155.56万 | 0.73% | 34,076 | -2,404 | -6.6% | -$10.97万 | 减仓 |
| GLDM | WORLD GOLD TR | $150.97万 | 0.71% | 16,288 | -313 | -1.9% | -$2.90万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $150.62万 | 0.71% | 2,316 | -23 | -1.0% | -$1.50万 | 减仓 |
| IFRA | ISHARES TR | $148.42万 | 0.70% | 25,947 | 1,039 | 4.2% | $5.94万 | 加仓 |
| VFH | VANGUARD WORLD FD | $144.15万 | 0.68% | 11,932 | 91 | 0.8% | $1.10万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $143.65万 | 0.67% | 18,170 | -2,057 | -10.2% | -$16.26万 | 减仓 |
| WMT | WALMART INC | $135.87万 | 0.64% | 10,933 | 2,939 | 36.8% | $36.53万 | 加仓 |
| EMXC | ISHARES INC | $133.42万 | 0.63% | 16,961 | -74 | -0.4% | -$5,821 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $133.24万 | 0.62% | 33,153 | 5,430 | 19.6% | $21.82万 | 加仓 |
| DES | WISDOMTREE TR | $131.54万 | 0.62% | 36,600 | 4,235 | 13.1% | $15.22万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $131.29万 | 0.62% | 6,692 | 203 | 3.1% | $3.98万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $123.82万 | 0.58% | 4,434 | -250 | -5.3% | -$6.98万 | 减仓 |
| AMZN | AMAZON COM INC | $122.09万 | 0.57% | 5,862 | -51 | -0.9% | -$1.06万 | 减仓 |
| REMX | VANECK ETF TRUST | $121.14万 | 0.57% | 13,766 | 7,276 | 112.1% | $64.03万 | 加仓 |
| MUB | ISHARES TR | $116.77万 | 0.55% | 11,000 | 1,116 | 11.3% | $11.85万 | 加仓 |
| META | META PLATFORMS INC | $114.30万 | 0.54% | 1,998 | 2 | 0.1% | $1,144 | 加仓 |
| PAVE | GLOBAL X FDS | $109.97万 | 0.52% | 21,642 | -393 | -1.8% | -$2.00万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $109.16万 | 0.51% | 3,711 | 84 | 2.3% | $2.47万 | 加仓 |
| AVGO | BROADCOM INC | $100.01万 | 0.47% | 3,231 | 219 | 7.3% | $6.78万 | 加仓 |
| CSCO | CISCO SYS INC | $95.94万 | 0.45% | 12,365 | 418 | 3.5% | $3.24万 | 加仓 |
| PFF | ISHARES TR | $94.48万 | 0.44% | 31,160 | 6,279 | 25.2% | $19.04万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $92.77万 | 0.43% | 1,097 | -18 | -1.6% | -$1.52万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $89.42万 | 0.42% | 30,321 | -19 | -0.1% | -$560 | 减仓 |
| SCZ | ISHARES TR | $89.13万 | 0.42% | 11,367 | 145 | 1.3% | $1.14万 | 加仓 |
| LVHD | LEGG MASON ETF INVT | $88.76万 | 0.42% | 20,855 | 4,665 | 28.8% | $19.85万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $88.48万 | 0.41% | 5,409 | -214 | -3.8% | -$3.50万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $87.45万 | 0.41% | 17,361 | 4,159 | 31.5% | $20.95万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $87.22万 | 0.41% | 2,581 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $85.38万 | 0.40% | 9,472 | -16 | -0.2% | -$1,442 | 减仓 |
| NOBL | PROSHARES TR | $77.39万 | 0.36% | 7,300 | -9 | -0.1% | -$954 | 减仓 |
| CAOS | EA SERIES TRUST | $76.33万 | 0.36% | 8,410 | 125 | 1.5% | $1.13万 | 加仓 |
| CVX | CHEVRON CORPORATION | $71.00万 | 0.33% | 3,431 | -374 | -9.8% | -$7.74万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $70.67万 | 0.33% | 31,635 | 6,141 | 24.1% | $13.72万 | 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 |
| SUB | ISHARES TR | $66.73万 | 0.31% | 6,266 | 1,414 | 29.1% | $15.06万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $65.88万 | 0.31% | 10,755 | 167 | 1.6% | $1.02万 | 加仓 |
| TFI | SPDR SERIES TRUST | $64.54万 | 0.30% | 14,235 | -250 | -1.7% | -$1.13万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $64.21万 | 0.30% | 2,627 | 67 | 2.6% | $1.64万 | 加仓 |
| GE | GE AEROSPACE | $62.55万 | 0.29% | 2,204 | 2 | 0.1% | $568 | 加仓 |
| HACK | AMPLIFY ETF TR | $60.85万 | 0.29% | 8,103 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $60.80万 | 0.28% | 3,152 | 9 | 0.3% | $1,736 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $60.03万 | 0.28% | 7,573 | 30 | 0.4% | $2,378 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $59.94万 | 0.28% | 2,215 | -66 | -2.9% | -$1.79万 | 减仓 |
| SLV | ISHARES SILVER TR | $59.83万 | 0.28% | 8,781 | -337 | -3.7% | -$2.30万 | 减仓 |
| LOW | LOWES COS INC | $59.67万 | 0.28% | 2,526 | 105 | 4.3% | $2.48万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $59.12万 | 0.28% | 11,974 | -58 | -0.5% | -$2,863 | 减仓 |
| GOOG | ALPHABET INC | $57.85万 | 0.27% | 2,017 | 6 | 0.3% | $1,721 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $57.32万 | 0.27% | 640 | 1 | 0.2% | $896 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP | $56.94万 | 0.27% | 4,506 | 16 | 0.4% | $2,022 | 加仓 |
| TSLA | TESLA INC | $54.41万 | 0.25% | 1,464 | 20 | 1.4% | $7,432 | 加仓 |
| SDOG | ALPS ETF TR | $53.80万 | 0.25% | 8,272 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $53.55万 | 0.25% | 2,506 | 1 | 0.0% | $214 | 加仓 |
| BIL | SPDR SERIES TRUST | $53.52万 | 0.25% | 5,840 | 162 | 2.9% | $1.48万 | 加仓 |
| EXC | EXELON CORP | $53.08万 | 0.25% | 10,828 | -761 | -6.6% | -$3.73万 | 减仓 |
| SDY | SPDR SERIES TRUST | $52.54万 | 0.25% | 3,600 | 21 | 0.6% | $3,065 | 加仓 |
| ARCC | ARES CAPITAL CORP | $52.51万 | 0.25% | 29,138 | -1,576 | -5.1% | -$2.84万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $51.24万 | 0.24% | 704 | -1 | -0.1% | -$728 | 减仓 |
| QQQ | INVESCO QQQ TR | $51.18万 | 0.24% | 887 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $50.04万 | 0.23% | 1,740 | 51 | 3.0% | $1.47万 | 加仓 |
| ITOT | ISHARES TR | $48.92万 | 0.23% | 3,435 | 769 | 28.8% | $10.95万 | 加仓 |
| LLY | ELI LILLY & CO | $48.64万 | 0.23% | 529 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $48.46万 | 0.23% | 1,359 | 595 | 77.9% | $21.22万 | 加仓 |
| TDVG | T ROWE PRICE ETF INC | $48.13万 | 0.23% | 10,784 | 296 | 2.8% | $1.32万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $47.11万 | 0.22% | 2,455 | -134 | -5.2% | -$2.57万 | 减仓 |
| CAT | CATERPILLAR INC | $45.73万 | 0.21% | 645 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $45.70万 | 0.21% | 18,375 | 18,375 | — | $45.70万 | 新建仓 |
| DGRS | WISDOMTREE TR | $45.45万 | 0.21% | 8,582 | 30 | 0.4% | $1,589 | 加仓 |
| SHM | SPDR SERIES TRUST | $44.47万 | 0.21% | 9,298 | -431 | -4.4% | -$2.06万 | 减仓 |
| GEV | GE VERNOVA INC | $44.28万 | 0.21% | 507 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $43.94万 | 0.21% | 3,004 | -1,096 | -26.7% | -$16.03万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $42.97万 | 0.20% | 3,282 | 433 | 15.2% | $5.67万 | 加仓 |
| VO | VANGUARD INDEX FDS | $42.77万 | 0.20% | 1,489 | 31 | 2.1% | $8,905 | 加仓 |
| REG | REGENCY CTRS CORP | $41.79万 | 0.20% | 5,523 | 0 | 0.0% | — | 不变 |