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 |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | $3,259.66万 | 13.47% | 647,400 | -3,898 | -0.6% | -$19.63万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,506.52万 | 10.36% | 67,736 | -950 | -1.4% | -$35.15万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,320.51万 | 5.46% | 150,263 | 118 | 0.1% | $1.04万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $963.40万 | 3.98% | 60,963 | 3,128 | 5.4% | $49.43万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $680.93万 | 2.81% | 256,955 | 6,960 | 2.8% | $18.44万 | 加仓 |
| STIP | ISHARES TR | $602.55万 | 2.49% | 58,981 | 4,339 | 7.9% | $44.33万 | 加仓 |
| AGG | ISHARES TR | $486.78万 | 2.01% | 49,180 | 4,320 | 9.6% | $42.76万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $418.88万 | 1.73% | 50,016 | 207 | 0.4% | $1.73万 | 加仓 |
| IEF | ISHARES TR | $395.33万 | 1.63% | 41,803 | 1,913 | 4.8% | $18.09万 | 加仓 |
| AAPL | APPLE INC | $381.12万 | 1.57% | 13,171 | 103 | 0.8% | $2.98万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $374.69万 | 1.55% | 64,971 | 1,671 | 2.6% | $9.64万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $350.32万 | 1.45% | 7,001 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $337.67万 | 1.40% | 49,981 | 368 | 0.7% | $2.49万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $284.01万 | 1.17% | 12,003 | 710 | 6.3% | $16.80万 | 加仓 |
| MGV | VANGUARD WORLD FD | $276.48万 | 1.14% | 16,915 | -197 | -1.2% | -$3.22万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $252.79万 | 1.04% | 51,296 | 5,552 | 12.1% | $27.36万 | 加仓 |
| XT | ISHARES TR | $240.09万 | 0.99% | 29,056 | -1,303 | -4.3% | -$10.77万 | 减仓 |
| DTH | WISDOMTREE TR | $231.98万 | 0.96% | 42,872 | 729 | 1.7% | $3.94万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $223.83万 | 0.92% | 11,187 | 157 | 1.4% | $3.14万 | 加仓 |
| USRT | ISHARES TR | $212.60万 | 0.88% | 31,994 | 2,555 | 8.7% | $16.98万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $211.08万 | 0.87% | 29,625 | -401 | -1.3% | -$2.86万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $208.99万 | 0.86% | 2,799 | 483 | 20.9% | $36.06万 | 加仓 |
| DON | WISDOMTREE TR | $200.45万 | 0.83% | 35,465 | 1,819 | 5.4% | $10.28万 | 加仓 |
| IGE | ISHARES TR | $199.91万 | 0.83% | 35,583 | 1,166 | 3.4% | $6.55万 | 加仓 |
| QQQ | INVESCO QQQ TR | $191.18万 | 0.79% | 2,596 | 1,709 | 192.7% | $125.86万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $188.21万 | 0.78% | 39,876 | 6,723 | 20.3% | $31.73万 | 加仓 |
| DBEF | DBX ETF TR | $184.53万 | 0.76% | 33,778 | -9 | -0.0% | -$492 | 减仓 |
| BX | BLACKSTONE INC | $175.39万 | 0.72% | 14,905 | 159 | 1.1% | $1.87万 | 加仓 |
| AVGO | BROADCOM INC | $166.46万 | 0.69% | 4,407 | 1,176 | 36.4% | $44.42万 | 加仓 |
| IFRA | ISHARES TR | $164.71万 | 0.68% | 26,128 | 181 | 0.7% | $1.14万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $164.68万 | 0.68% | 32,681 | -1,395 | -4.1% | -$7.03万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $163.34万 | 0.67% | 17,991 | -179 | -1.0% | -$1.63万 | 减仓 |
| EMXC | ISHARES INC | $163.20万 | 0.67% | 15,953 | -1,008 | -5.9% | -$10.31万 | 减仓 |
| MSFT | MICROSOFT CORP | $162.77万 | 0.67% | 4,364 | -443 | -9.2% | -$16.52万 | 减仓 |
| DES | WISDOMTREE TR | $153.83万 | 0.64% | 37,815 | 1,215 | 3.3% | $4.94万 | 加仓 |
| VFH | VANGUARD WORLD FD | $153.13万 | 0.63% | 11,636 | -296 | -2.5% | -$3.90万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $149.22万 | 0.62% | 6,847 | 155 | 2.3% | $3.38万 | 加仓 |
| CSCO | CISCO SYS INC | $145.25万 | 0.60% | 12,366 | 1 | 0.0% | $117 | 加仓 |
| AMZN | AMAZON COM INC | $135.73万 | 0.56% | 5,695 | -167 | -2.8% | -$3.98万 | 减仓 |
| GLDM | WORLD GOLD TR | $132.68万 | 0.55% | 16,706 | 418 | 2.6% | $3.32万 | 加仓 |
| PAVE | GLOBAL X FDS | $126.51万 | 0.52% | 21,471 | -171 | -0.8% | -$1.01万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $124.45万 | 0.51% | 2,606 | 25 | 1.0% | $1.19万 | 加仓 |
| WMT | WALMART INC | $123.97万 | 0.51% | 10,946 | 13 | 0.1% | $1,472 | 加仓 |
| REMX | VANECK ETF TRUST | $121.88万 | 0.50% | 13,772 | 6 | 0.0% | $531 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $121.78万 | 0.50% | 3,720 | 9 | 0.2% | $2,946 | 加仓 |
| MUB | ISHARES TR | $119.90万 | 0.50% | 11,141 | 141 | 1.3% | $1.52万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $111.62万 | 0.46% | 19,763 | -26,697 | -57.5% | -$150.78万 | 减仓 |
| PFF | ISHARES TR | $110.67万 | 0.46% | 36,298 | 5,138 | 16.5% | $15.67万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $109.26万 | 0.45% | 31,561 | 1,240 | 4.1% | $4.29万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $109.22万 | 0.45% | 1,080 | -17 | -1.5% | -$1.72万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $108.75万 | 0.45% | 9,565 | 93 | 1.0% | $1.06万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $108.34万 | 0.45% | 4,362 | -72 | -1.6% | -$1.79万 | 减仓 |
| META | META PLATFORMS INC | $107.74万 | 0.45% | 1,913 | -85 | -4.3% | -$4.79万 | 减仓 |
| LVHD | LEGG MASON ETF INVT | $107.28万 | 0.44% | 24,380 | 3,525 | 16.9% | $15.51万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $103.02万 | 0.43% | 20,404 | 3,043 | 17.5% | $15.36万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $97.64万 | 0.40% | 5,092 | -317 | -5.9% | -$6.08万 | 减仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $96.13万 | 0.40% | 28,162 | 28,162 | — | $96.13万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $94.98万 | 0.39% | 2,285 | 70 | 3.2% | $2.91万 | 加仓 |
| SCZ | ISHARES TR | $94.77万 | 0.39% | 11,519 | 152 | 1.3% | $1.25万 | 加仓 |
| HACK | AMPLIFY ETF TR | $87.72万 | 0.36% | 8,360 | 257 | 3.2% | $2.70万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $84.69万 | 0.35% | 28,776 | 28,776 | — | $84.69万 | 新建仓 |
| GE | GE AEROSPACE | $83.30万 | 0.34% | 2,229 | 25 | 1.1% | $9,342 | 加仓 |
| NOBL | PROSHARES TR | $82.18万 | 0.34% | 14,632 | 32 | 0.2% | $1,797 | 加仓 |
| CAOS | EA SERIES TRUST | $76.99万 | 0.32% | 8,520 | 110 | 1.3% | $9,940 | 加仓 |
| GOOG | ALPHABET INC | $76.95万 | 0.32% | 2,178 | 161 | 8.0% | $5.69万 | 加仓 |
| SUB | ISHARES TR | $75.35万 | 0.31% | 7,077 | 811 | 12.9% | $8.63万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $75.17万 | 0.31% | 36,902 | 3,778 | 11.4% | $7.70万 | 加仓 |
| IWB | ISHARES TR | $73.01万 | 0.30% | 1,783 | 424 | 31.2% | $17.36万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $71.83万 | 0.30% | 4,343 | 1,968 | 82.9% | $32.55万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $70.77万 | 0.29% | 31,749 | 114 | 0.4% | $2,541 | 加仓 |
| CAT | CATERPILLAR INC | $68.82万 | 0.28% | 646 | 1 | 0.2% | $1,065 | 加仓 |
| TSLA | TESLA INC | $67.23万 | 0.28% | 1,598 | 134 | 9.2% | $5.64万 | 加仓 |
| AMAT | APPLIED MATLS INC | $66.96万 | 0.28% | 926 | -26 | -2.7% | -$1.88万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $66.86万 | 0.28% | 2,633 | 6 | 0.2% | $1,524 | 加仓 |
| GOOGL | ALPHABET INC | $65.99万 | 0.27% | 1,846 | 106 | 6.1% | $3.79万 | 加仓 |
| LLY | ELI LILLY & CO | $65.85万 | 0.27% | 549 | 20 | 3.8% | $2.40万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $64.41万 | 0.27% | 12,014 | 40 | 0.3% | $2,144 | 加仓 |
| TFI | SPDR SERIES TRUST | $64.34万 | 0.27% | 14,049 | -186 | -1.3% | -$8,519 | 减仓 |
| IWM | ISHARES TR | $64.23万 | 0.27% | 2,138 | 548 | 34.5% | $16.46万 | 加仓 |
| ITOT | ISHARES TR | $62.88万 | 0.26% | 3,828 | 393 | 11.4% | $6.46万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $62.77万 | 0.26% | 642 | 2 | 0.3% | $1,955 | 加仓 |
| GEV | GE VERNOVA INC | $62.31万 | 0.26% | 530 | 23 | 4.5% | $2.70万 | 加仓 |
| IWD | ISHARES TR | $60.78万 | 0.25% | 2,507 | 1 | 0.0% | $242 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $60.24万 | 0.25% | 7,623 | 50 | 0.7% | $3,951 | 加仓 |
| RTX | RTX CORPORATION | $60.00万 | 0.25% | 3,162 | 10 | 0.3% | $1,897 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $58.23万 | 0.24% | 10,963 | 208 | 1.9% | $1.10万 | 加仓 |
| LOW | LOWES COS INC | $56.70万 | 0.23% | 2,571 | 45 | 1.8% | $9,924 | 加仓 |
| SDOG | ALPS ETF TR | $56.43万 | 0.23% | 8,272 | 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 |
| CASY | CASEYS GEN STORES INC | $55.95万 | 0.23% | 704 | 0 | 0.0% | — | 不变 |
| CPK | CHESAPEAKE UTILS CORP | $55.37万 | 0.23% | 4,521 | 15 | 0.3% | $1,837 | 加仓 |
| SDY | SPDR SERIES TRUST | $54.85万 | 0.23% | 3,604 | 4 | 0.1% | $609 | 加仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $54.07万 | 0.22% | 11,027 | 243 | 2.3% | $1.19万 | 加仓 |
| CVX | CHEVRON CORPORATION | $53.96万 | 0.22% | 3,255 | -176 | -5.1% | -$2.92万 | 减仓 |
| DGRS | WISDOMTREE TR | $52.94万 | 0.22% | 8,919 | 337 | 3.9% | $2.00万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $52.78万 | 0.22% | 2,481 | 26 | 1.1% | $5,531 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $52.17万 | 0.22% | 14,149 | 14,149 | — | $52.17万 | 新建仓 |
| FBCG | FIDELITY COVINGTON TRUST | $49.83万 | 0.21% | 8,022 | 528 | 7.0% | $3.28万 | 加仓 |
| EXC | EXELON CORP | $49.62万 | 0.21% | 10,644 | -184 | -1.7% | -$8,578 | 减仓 |
| VO | VANGUARD INDEX FDS | $48.41万 | 0.20% | 6,009 | 53 | 0.9% | $4,270 | 加仓 |