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 |
|---|---|---|---|---|---|---|---|---|
| IXUS | ISHARES TR | $40.81万 | 0.19% | 4,710 | -87 | -1.8% | -$7,537 | 减仓 |
| BAC | BANK AMERICA CORP | $40.47万 | 0.19% | 8,302 | 110 | 1.3% | $5,363 | 加仓 |
| IWM | ISHARES TR | $39.44万 | 0.18% | 1,590 | 3 | 0.2% | $744 | 加仓 |
| V | VISA INC | $38.28万 | 0.18% | 1,267 | -76 | -5.7% | -$2.30万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $37.56万 | 0.18% | 7,494 | 1,245 | 19.9% | $6.24万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $36.84万 | 0.17% | 1,763 | -152 | -7.9% | -$3.18万 | 减仓 |
| MCD | MCDONALDS CORP | $36.81万 | 0.17% | 1,185 | 8 | 0.7% | $2,485 | 加仓 |
| SPIB | SPDR SERIES TRUST | $35.87万 | 0.17% | 10,696 | 35 | 0.3% | $1,174 | 加仓 |
| BOTZ | GLOBAL X FDS | $35.86万 | 0.17% | 10,795 | -164 | -1.5% | -$5,448 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $34.99万 | 0.16% | 351 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $33.52万 | 0.16% | 2,334 | 10 | 0.4% | $1,436 | 加仓 |
| AMAT | APPLIED MATLS INC | $32.54万 | 0.15% | 952 | -55 | -5.5% | -$1.88万 | 减仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $32.44万 | 0.15% | 4,090 | -461 | -10.1% | -$3.66万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $31.14万 | 0.15% | 3,511 | -19,621 | -84.8% | -$174.05万 | 减仓 |
| TTEQ | T ROWE PRICE ETF INC | $31.03万 | 0.15% | 10,255 | 367 | 3.7% | $1.11万 | 加仓 |
| HSY | HERSHEY CO | $30.85万 | 0.14% | 1,484 | 10 | 0.7% | $2,079 | 加仓 |
| PG | PROCTER & GAMBLE CO | $30.82万 | 0.14% | 2,134 | -855 | -28.6% | -$12.35万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $30.69万 | 0.14% | 1,973 | 5 | 0.3% | $778 | 加仓 |
| PWR | QUANTA SVCS INC | $30.48万 | 0.14% | 555 | 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 |
| SGOV | ISHARES TR | $29.53万 | 0.14% | 2,934 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $29.41万 | 0.14% | 1,942 | 15 | 0.8% | $2,271 | 加仓 |
| PSX | PHILLIPS 66 | $29.31万 | 0.14% | 1,609 | 12 | 0.8% | $2,186 | 加仓 |
| MA | MASTERCARD INCORPORATED | $29.08万 | 0.14% | 582 | -68 | -10.5% | -$3.40万 | 减仓 |
| AMLP | ALPS ETF TR | $28.42万 | 0.13% | 5,398 | 287 | 5.6% | $1.51万 | 加仓 |
| VIS | VANGUARD WORLD FD | $27.51万 | 0.13% | 881 | 2 | 0.2% | $625 | 加仓 |
| IWF | ISHARES TR | $27.25万 | 0.13% | 639 | 36 | 6.0% | $1.54万 | 加仓 |
| HD | HOME DEPOT INC | $27.00万 | 0.13% | 821 | 22 | 2.8% | $7,234 | 加仓 |
| BHP | BHP BILLITON LIMITED | $26.81万 | 0.13% | 3,685 | 50 | 1.4% | $3,637 | 加仓 |
| VDE | VANGUARD WORLD FD | $26.21万 | 0.12% | 1,515 | 1,515 | — | $26.21万 | 新建仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $25.95万 | 0.12% | 4,319 | -2 | -0.0% | -$120 | 减仓 |
| SPTS | SPDR SERIES TRUST | $25.93万 | 0.12% | 8,885 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $25.84万 | 0.12% | 1,031 | 1,031 | — | $25.84万 | 新建仓 |
| ABBV | ABBVIE INC | $25.71万 | 0.12% | 1,182 | 64 | 5.7% | $1.39万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $25.48万 | 0.12% | 2,375 | 455 | 23.7% | $4.88万 | 加仓 |
| ZTS | ZOETIS INC | $25.12万 | 0.12% | 2,125 | 344 | 19.3% | $4.07万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $25.00万 | 0.12% | 881 | 21 | 2.4% | $5,960 | 重新持有 |
| FCF | FIRST COMWLTH FINL CORP PA | $24.89万 | 0.12% | 14,156 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $24.41万 | 0.11% | 2,660 | 12 | 0.5% | $1,101 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $24.36万 | 0.11% | 5,645 | 24 | 0.4% | $1,036 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $24.27万 | 0.11% | 10,000 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $23.79万 | 0.11% | 3,253 | 59 | 1.8% | $4,315 | 加仓 |
| ITA | ISHARES TR | $23.03万 | 0.11% | 1,053 | 111 | 11.8% | $2.43万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $22.58万 | 0.11% | 2,552 | 2,552 | — | $22.58万 | 新建仓 |
| KO | COCA COLA CO | $22.52万 | 0.11% | 2,961 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $22.45万 | 0.11% | 2,710 | 2 | 0.1% | $166 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $21.84万 | 0.10% | 2,650 | 2,650 | — | $21.84万 | 新建仓 |
| GRNY | TIDAL TRUST I | $21.71万 | 0.10% | 9,094 | -703 | -7.2% | -$1.68万 | 减仓 |
| ORCL | ORACLE CORP | $21.62万 | 0.10% | 1,470 | -32 | -2.1% | -$4,707 | 减仓 |
| AGCO | AGCO CORP | $21.54万 | 0.10% | 1,859 | -141 | -7.0% | -$1.63万 | 减仓 |
| IJH | ISHARES TR | $20.40万 | 0.10% | 3,020 | 3,020 | — | $20.40万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $20.32万 | 0.10% | 465 | -68 | -12.8% | -$2.97万 | 减仓 |
| IAUX | I-80 GOLD CORP | $2.01万 | 0.01% | 13,243 | 0 | 0.0% | — | 不变 |
| 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 |