WEALTHEDGE INVESTMENT ADVISORS, LLC
NEW YORK NY · SEC CIK 0002058455
$2.94亿2026Q2 申报市值
143持仓数
37.0%前十大占比 · 第一大 6.5%
16 / 17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
PAAA 新建仓+$683.75万
OEF 加仓+$319.20万
SCHG 加仓+$303.82万
BSX 新建仓+$219.35万
META 加仓+$209.32万
2026Q2 卖出最多 按季末市值估算
JAAA 减仓-$714.95万
PRU 减仓-$390.03万
UNH 减仓-$336.22万
AMZN 减仓-$247.25万
INTC 减仓-$216.35万
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 |
|---|---|---|---|---|---|---|---|---|
| CHCT | COMMUNITY HEALTHCARE TR INC | $0 | 0.00% | 0 | -76,150 | -100.0% | -$121.00万 | 清仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $0 | 0.00% | 0 | -70,177 | -100.0% | -$115.30万 | 清仓 |
| EG | EVEREST GROUP LTD | $0 | 0.00% | 0 | -3,052 | -100.0% | -$99.76万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -10,200 | -100.0% | -$92.20万 | 清仓 |
| CNI | CANADIAN NATL RY CO | $0 | 0.00% | 0 | -8,507 | -100.0% | -$87.43万 | 清仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $0 | 0.00% | 0 | -68,037 | -100.0% | -$76.88万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -3,645 | -100.0% | -$74.06万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -1,206 | -100.0% | -$67.76万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -3,774 | -100.0% | -$64.61万 | 清仓 |
| WD | WALKER & DUNLOP INC | $0 | 0.00% | 0 | -13,940 | -100.0% | -$61.87万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,053 | -100.0% | -$30.03万 | 清仓 |
| OEC | ORION S.A. | $0 | 0.00% | 0 | -43,183 | -100.0% | -$28.07万 | 清仓 |
| RLI | RLI CORP | $0 | 0.00% | 0 | -4,333 | -100.0% | -$24.72万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,397 | -100.0% | -$23.72万 | 清仓 |
| — | EXZEO GROUP INC | $0 | 0.00% | 0 | -14,918 | -100.0% | -$21.88万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -896 | -100.0% | -$21.78万 | 清仓 |
| TXO | TXO PARTNERS LP | $0 | 0.00% | 0 | -13,818 | -100.0% | -$17.38万 | 清仓 |
| — | CULP INC | $5.67万 | 0.02% | 18,286 | -55,950 | -75.4% | -$17.34万 | 减仓 |
| NMFC | NEW MTN FIN CORP | $11.34万 | 0.04% | 15,817 | 3,117 | 24.5% | $2.23万 | 加仓 |
| NOMD | NOMAD FOODS LTD | $11.71万 | 0.04% | 10,697 | 10,697 | — | $11.71万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $15.27万 | 0.05% | 30,609 | -655 | -2.1% | -$3,268 | 减仓 |
| FSK | FS KKR CAP CORP | $19.45万 | 0.07% | 18,525 | -2,055 | -10.0% | -$2.16万 | 减仓 |
| TSLA | TESLA INC | $20.48万 | 0.07% | 487 | -3,110 | -86.5% | -$130.81万 | 减仓 |
| SNY | SANOFI SA | $21.80万 | 0.07% | 5,110 | 5,110 | — | $21.80万 | 新建仓 |
| PYLD | PIMCO ETF TR | $22.11万 | 0.08% | 8,336 | 8,336 | — | $22.11万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $22.25万 | 0.08% | 535 | -8,085 | -93.8% | -$336.22万 | 减仓 |
| BTAL | AGF INVTS TR | $22.81万 | 0.08% | 20,453 | -4,500 | -18.0% | -$5.02万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $23.32万 | 0.08% | 985 | 1 | 0.1% | $237 | 加仓 |
| CIM | CHIMERA INVT CORP | $23.42万 | 0.08% | 17,553 | -63,284 | -78.3% | -$84.42万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $23.65万 | 0.08% | 2,138 | 1 | 0.0% | $111 | 加仓 |
| ABBV | ABBVIE INC | $23.78万 | 0.08% | 944 | 7 | 0.7% | $1,763 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $23.91万 | 0.08% | 236 | 0 | 0.0% | — | 重新持有 |
| CIEN | CIENA CORP | $24.58万 | 0.08% | 501 | 501 | — | $24.58万 | 新建仓 |
| BFS | SAUL CTRS INC | $25.37万 | 0.09% | 6,785 | -35,174 | -83.8% | -$131.52万 | 减仓 |
| MFC | MANULIFE FINL CORP | $25.80万 | 0.09% | 6,367 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $25.98万 | 0.09% | 4,891 | -51 | -1.0% | -$2,709 | 减仓 |
| USB | US BANCORP | $26.99万 | 0.09% | 4,468 | -287 | -6.0% | -$1.73万 | 减仓 |
| DIS | DISNEY WALT CO | $27.65万 | 0.09% | 2,872 | 615 | 27.2% | $5.92万 | 加仓 |
| SBUX | STARBUCKS CORP | $27.80万 | 0.09% | 2,720 | 8 | 0.3% | $818 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $28.79万 | 0.10% | 2,678 | -13,211 | -83.1% | -$142.02万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $30.75万 | 0.10% | 1,612 | -341 | -17.5% | -$6.51万 | 减仓 |
| TJX | TJX COS INC NEW | $30.83万 | 0.10% | 2,035 | -27 | -1.3% | -$4,091 | 减仓 |
| MRK | MERCK & CO INC | $31.07万 | 0.11% | 2,418 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $31.26万 | 0.11% | 2,896 | -36,129 | -92.6% | -$390.03万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $31.35万 | 0.11% | 5,550 | 5,550 | — | $31.35万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $32.48万 | 0.11% | 3,031 | 27 | 0.9% | $2,893 | 加仓 |
| VBK | VANGUARD INDEX FDS | $33.38万 | 0.11% | 912 | -1,085 | -54.3% | -$39.71万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $34.11万 | 0.12% | 364 | 79 | 27.7% | $7.40万 | 加仓 |
| AON | AON PLC | $34.20万 | 0.12% | 1,031 | -3,028 | -74.6% | -$100.45万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $35.70万 | 0.12% | 2,274 | -92 | -3.9% | -$1.44万 | 减仓 |
| — | PROSHARES TR | $36.66万 | 0.12% | 45,149 | 17,364 | 62.5% | $14.10万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $37.59万 | 0.13% | 7,067 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $38.33万 | 0.13% | 2,744 | -15,489 | -85.0% | -$216.35万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $39.65万 | 0.13% | 5,495 | 2,065 | 60.2% | $14.90万 | 加仓 |
| CSCO | CISCO SYS INC | $40.70万 | 0.14% | 3,464 | 7 | 0.2% | $822 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $41.12万 | 0.14% | 9,711 | 1,009 | 11.6% | $4.27万 | 加仓 |
| AOR | ISHARES TR | $41.47万 | 0.14% | 5,966 | -627 | -9.5% | -$4.36万 | 减仓 |
| CAT | CATERPILLAR INC | $42.14万 | 0.14% | 395 | 0 | 0.0% | — | 不变 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $43.61万 | 0.15% | 3,109 | -40 | -1.3% | -$5,610 | 减仓 |
| VB | VANGUARD INDEX FDS | $44.08万 | 0.15% | 1,454 | -280 | -16.1% | -$8.49万 | 减仓 |
| AMAT | APPLIED MATLS INC | $44.11万 | 0.15% | 610 | -456 | -42.8% | -$32.97万 | 减仓 |
| MCD | MCDONALDS CORP | $45.86万 | 0.16% | 1,696 | -2,237 | -56.9% | -$60.48万 | 减仓 |
| ALAB | ASTERA LABS INC | $48.30万 | 0.16% | 1,000 | 1,000 | — | $48.30万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $48.83万 | 0.17% | 35,387 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $51.73万 | 0.18% | 1,464 | 1 | 0.1% | $353 | 加仓 |
| WMT | WALMART INC | $52.32万 | 0.18% | 4,619 | -379 | -7.6% | -$4.29万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $55.15万 | 0.19% | 3,048 | 238 | 8.5% | $4.31万 | 加仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $55.77万 | 0.19% | 8,883 | -1,596 | -15.2% | -$10.02万 | 减仓 |
| BX | BLACKSTONE INC | $56.31万 | 0.19% | 4,785 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $57.86万 | 0.20% | 1,502 | 1,023 | 213.6% | $39.41万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $59.04万 | 0.20% | 1,149 | 157 | 15.8% | $8.07万 | 加仓 |
| EMR | EMERSON ELEC CO | $59.19万 | 0.20% | 4,134 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $62.22万 | 0.21% | 2,212 | 1,475 | 200.1% | $41.49万 | 重新持有 |
| NYF | ISHARES TR | $62.85万 | 0.21% | 11,659 | 2,524 | 27.6% | $13.61万 | 加仓 |
| FISV | FISERV INC | $65.95万 | 0.22% | 13,445 | -3,725 | -21.7% | -$18.27万 | 减仓 |
| IWP | ISHARES TR | $66.48万 | 0.23% | 4,540 | -4,239 | -48.3% | -$62.08万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $68.66万 | 0.23% | 999 | -6 | -0.6% | -$4,124 | 减仓 |
| HD | HOME DEPOT INC | $72.80万 | 0.25% | 2,064 | -1,933 | -48.4% | -$68.18万 | 减仓 |
| MKC | MCCORMICK & CO INC | $73.90万 | 0.25% | 14,656 | 2,359 | 19.2% | $11.89万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.25% | 1 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $76.05万 | 0.26% | 1,476 | -162 | -9.9% | -$8.35万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $77.37万 | 0.26% | 23,240 | -1,774 | -7.1% | -$5.91万 | 减仓 |
| CRM | SALESFORCE INC | $78.05万 | 0.27% | 4,982 | -7,163 | -59.0% | -$112.22万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $79.56万 | 0.27% | 4,724 | 1,337 | 39.5% | $22.52万 | 加仓 |
| MELI | MERCADOLIBRE INC | $80.46万 | 0.27% | 474 | 474 | — | $80.46万 | 新建仓 |
| PODD | INSULET CORP | $94.17万 | 0.32% | 6,185 | 1,624 | 35.6% | $24.73万 | 加仓 |
| IJH | ISHARES TR | $94.94万 | 0.32% | 12,312 | 12,312 | — | $94.94万 | 新建仓 |
| VST | VISTRA CORP | $95.32万 | 0.32% | 6,009 | 6,009 | — | $95.32万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $97.93万 | 0.33% | 2,925 | -1,034 | -26.1% | -$34.62万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $98.51万 | 0.33% | 15,389 | 15,389 | — | $98.51万 | 新建仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $98.52万 | 0.34% | 13,630 | -3,661 | -21.2% | -$26.46万 | 减仓 |
| QQQ | INVESCO QQQ TR | $98.67万 | 0.34% | 1,339 | -534 | -28.5% | -$39.35万 | 减仓 |
| PWR | QUANTA SVCS INC | $100.67万 | 0.34% | 1,398 | -525 | -27.3% | -$37.80万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $106.92万 | 0.36% | 21,177 | -141,602 | -87.0% | -$714.95万 | 减仓 |
| NOW | SERVICENOW INC | $107.40万 | 0.37% | 10,818 | 3,819 | 54.6% | $37.92万 | 加仓 |
| BE | BLOOM ENERGY CORP | $109.82万 | 0.37% | 3,628 | 3,628 | — | $109.82万 | 新建仓 |
| — | COLLABORATIVE INVESTMNT SER | $111.00万 | 0.38% | 28,065 | 28,065 | — | $111.00万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $112.72万 | 0.38% | 4,145 | -5,212 | -55.7% | -$141.74万 | 重新持有 |
| JPM | JPMORGAN CHASE & CO | $114.26万 | 0.39% | 3,490 | -123 | -3.4% | -$4.03万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $115.09万 | 0.39% | 2,259 | 2,259 | — | $115.09万 | 新建仓 |