WEALTHEDGE INVESTMENT ADVISORS, LLC
NEW YORK NY · SEC CIK 0002058455
$2.72亿2026Q1 申报市值
141持仓数
35.2%前十大占比 · 第一大 5.8%
30 / 18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
AGG 加仓+$836.79万
MSFT 加仓+$501.74万
AAPL 加仓+$401.38万
PRU 新建仓+$381.24万
META 加仓+$280.89万
2026Q1 卖出最多 按季末市值估算
LTPZ 减仓-$1,000.51万
UPS 减仓-$469.64万
RLI 减仓-$332.87万
SGOV 减仓-$299.51万
IWM 减仓-$252.71万
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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $43.69万 | 0.16% | 8,702 | 63 | 0.7% | $3,163 | 加仓 |
| AOR | ISHARES TR | $42.43万 | 0.16% | 6,593 | -4 | -0.1% | -$257 | 减仓 |
| GOOG | ALPHABET INC | $41.99万 | 0.15% | 1,463 | 0 | 0.0% | — | 不变 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $41.00万 | 0.15% | 3,149 | -101 | -3.1% | -$1.32万 | 减仓 |
| SAN | BANCO SANTANDER SA | $39.92万 | 0.15% | 35,387 | 35,387 | — | $39.92万 | 新建仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $37.35万 | 0.14% | 7,067 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $36.61万 | 0.13% | 1,713 | 1,713 | — | $36.61万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $36.44万 | 0.13% | 1,066 | 150 | 16.4% | $5.13万 | 加仓 |
| BTAL | AGF INVTS TR | $34.83万 | 0.13% | 24,953 | -51,443 | -67.3% | -$71.81万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $33.30万 | 0.12% | 3,004 | -28 | -0.9% | -$3,104 | 减仓 |
| TJX | TJX COS INC NEW | $32.93万 | 0.12% | 2,062 | 351 | 20.5% | $5.61万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $32.73万 | 0.12% | 2,366 | 126 | 5.6% | $1.74万 | 加仓 |
| — | PROSHARES TR | $32.34万 | 0.12% | 27,785 | 27,785 | — | $32.34万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $30.28万 | 0.11% | 4,942 | 31 | 0.6% | $1,899 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $30.03万 | 0.11% | 2,053 | -4,682 | -69.5% | -$68.49万 | 减仓 |
| MRK | MERCK & CO INC | $29.09万 | 0.11% | 2,418 | 10 | 0.4% | $1,203 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $28.45万 | 0.10% | 285 | 13 | 4.8% | $1.30万 | 加仓 |
| OEC | ORION S.A. | $28.07万 | 0.10% | 43,183 | -4,818 | -10.0% | -$3.13万 | 减仓 |
| CAT | CATERPILLAR INC | $28.04万 | 0.10% | 395 | 2 | 0.5% | $1,419 | 加仓 |
| NFLX | NETFLIX INC. | $27.64万 | 0.10% | 2,875 | 585 | 25.5% | $5.62万 | 加仓 |
| CSCO | CISCO SYS INC | $26.82万 | 0.10% | 3,457 | 25 | 0.7% | $1,940 | 加仓 |
| USB | US BANCORP | $24.74万 | 0.09% | 4,755 | -344 | -6.7% | -$1.79万 | 减仓 |
| RLI | RLI CORP | $24.72万 | 0.09% | 4,333 | -58,357 | -93.1% | -$332.87万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $24.67万 | 0.09% | 3,430 | 3,430 | — | $24.67万 | 新建仓 |
| SBUX | STARBUCKS CORP | $24.30万 | 0.09% | 2,712 | 3 | 0.1% | $269 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $24.20万 | 0.09% | 2,137 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $23.72万 | 0.09% | 1,397 | 1,397 | — | $23.72万 | 新建仓 |
| GEV | GE VERNOVA INC | $22.52万 | 0.08% | 258 | 258 | — | $22.52万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $21.93万 | 0.08% | 6,367 | 0 | 0.0% | — | 不变 |
| — | EXZEO GROUP INC | $21.88万 | 0.08% | 14,918 | 14,918 | — | $21.88万 | 新建仓 |
| ADBE | ADOBE INC | $21.78万 | 0.08% | 896 | 4 | 0.4% | $972 | 加仓 |
| DIS | DISNEY WALT CO | $21.76万 | 0.08% | 2,257 | -509 | -18.4% | -$4.91万 | 减仓 |
| SNDK | SANDISK CORP | $21.35万 | 0.08% | 336 | 336 | — | $21.35万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $21.16万 | 0.08% | 984 | -797 | -44.8% | -$17.14万 | 减仓 |
| FSK | FS KKR CAP CORP | $20.95万 | 0.08% | 20,580 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $20.38万 | 0.07% | 937 | 10 | 1.1% | $2,176 | 加仓 |
| SPGI | S&P GLOBAL INC | $20.38万 | 0.07% | 479 | 479 | — | $20.38万 | 新建仓 |
| — | CULP INC | $20.34万 | 0.07% | 74,236 | 4,629 | 6.7% | $1.27万 | 加仓 |
| TXO | TXO PARTNERS LP | $17.38万 | 0.06% | 13,818 | -185,750 | -93.1% | -$233.67万 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $15.94万 | 0.06% | 31,264 | 12,235 | 64.3% | $6.24万 | 加仓 |
| NMFC | NEW MTN FIN CORP | $9.86万 | 0.04% | 12,700 | -7,777 | -38.0% | -$6.03万 | 减仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -3,250 | -100.0% | -$186.47万 | 清仓 |
| — | ETF OPPORTUNITIES TRUST | $0 | 0.00% | 0 | -69,696 | -100.0% | -$161.75万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -4,493 | -100.0% | -$157.50万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -3,630 | -100.0% | -$154.78万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -12,916 | -100.0% | -$146.08万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -361 | -100.0% | -$122.43万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -5,704 | -100.0% | -$115.82万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -4,936 | -100.0% | -$111.79万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -4,098 | -100.0% | -$89.89万 | 清仓 |
| GSBD | GOLDMAN SACHS BDC INC | $0 | 0.00% | 0 | -85,826 | -100.0% | -$79.65万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -8,506 | -100.0% | -$79.63万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -13,987 | -100.0% | -$75.45万 | 清仓 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | -8,722 | -100.0% | -$60.84万 | 清仓 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | -4,975 | -100.0% | -$49.14万 | 清仓 |
| DOW | DOW INC | $0 | 0.00% | 0 | -18,307 | -100.0% | -$42.80万 | 清仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -11,408 | -100.0% | -$23.96万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -4,099 | -100.0% | -$23.64万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ROCKY MTN CHOCOLATE FACTORY | $0 | 0.00% | 0 | -10,135 | -100.0% | -$1.93万 | 清仓 |