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 |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | $44.08万 | 0.15% | 1,454 | -280 | -16.1% | -$8.49万 | 减仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $43.61万 | 0.15% | 3,109 | -40 | -1.3% | -$5,610 | 减仓 |
| CAT | CATERPILLAR INC | $42.14万 | 0.14% | 395 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $41.47万 | 0.14% | 5,966 | -627 | -9.5% | -$4.36万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $41.12万 | 0.14% | 9,711 | 1,009 | 11.6% | $4.27万 | 加仓 |
| CSCO | CISCO SYS INC | $40.70万 | 0.14% | 3,464 | 7 | 0.2% | $822 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $39.65万 | 0.13% | 5,495 | 2,065 | 60.2% | $14.90万 | 加仓 |
| INTC | INTEL CORP | $38.33万 | 0.13% | 2,744 | -15,489 | -85.0% | -$216.35万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $37.59万 | 0.13% | 7,067 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $36.66万 | 0.12% | 45,149 | 17,364 | 62.5% | $14.10万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $35.70万 | 0.12% | 2,274 | -92 | -3.9% | -$1.44万 | 减仓 |
| AON | AON PLC | $34.20万 | 0.12% | 1,031 | -3,028 | -74.6% | -$100.45万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $34.11万 | 0.12% | 364 | 79 | 27.7% | $7.40万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $33.38万 | 0.11% | 912 | -1,085 | -54.3% | -$39.71万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $32.48万 | 0.11% | 3,031 | 27 | 0.9% | $2,893 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $31.35万 | 0.11% | 5,550 | 5,550 | — | $31.35万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $31.26万 | 0.11% | 2,896 | -36,129 | -92.6% | -$390.03万 | 减仓 |
| MRK | MERCK & CO INC | $31.07万 | 0.11% | 2,418 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $30.83万 | 0.10% | 2,035 | -27 | -1.3% | -$4,091 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $30.75万 | 0.10% | 1,612 | -341 | -17.5% | -$6.51万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $28.79万 | 0.10% | 2,678 | -13,211 | -83.1% | -$142.02万 | 减仓 |
| SBUX | STARBUCKS CORP | $27.80万 | 0.09% | 2,720 | 8 | 0.3% | $818 | 加仓 |
| DIS | DISNEY WALT CO | $27.65万 | 0.09% | 2,872 | 615 | 27.2% | $5.92万 | 加仓 |
| USB | US BANCORP | $26.99万 | 0.09% | 4,468 | -287 | -6.0% | -$1.73万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $25.98万 | 0.09% | 4,891 | -51 | -1.0% | -$2,709 | 减仓 |
| MFC | MANULIFE FINL CORP | $25.80万 | 0.09% | 6,367 | 0 | 0.0% | — | 不变 |
| BFS | SAUL CTRS INC | $25.37万 | 0.09% | 6,785 | -35,174 | -83.8% | -$131.52万 | 减仓 |
| CIEN | CIENA CORP | $24.58万 | 0.08% | 501 | 501 | — | $24.58万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $23.91万 | 0.08% | 236 | 0 | 0.0% | — | 重新持有 |
| ABBV | ABBVIE INC | $23.78万 | 0.08% | 944 | 7 | 0.7% | $1,763 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $23.65万 | 0.08% | 2,138 | 1 | 0.0% | $111 | 加仓 |
| CIM | CHIMERA INVT CORP | $23.42万 | 0.08% | 17,553 | -63,284 | -78.3% | -$84.42万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $23.32万 | 0.08% | 985 | 1 | 0.1% | $237 | 加仓 |
| BTAL | AGF INVTS TR | $22.81万 | 0.08% | 20,453 | -4,500 | -18.0% | -$5.02万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $22.25万 | 0.08% | 535 | -8,085 | -93.8% | -$336.22万 | 减仓 |
| PYLD | PIMCO ETF TR | $22.11万 | 0.08% | 8,336 | 8,336 | — | $22.11万 | 新建仓 |
| SNY | SANOFI SA | $21.80万 | 0.07% | 5,110 | 5,110 | — | $21.80万 | 新建仓 |
| TSLA | TESLA INC | $20.48万 | 0.07% | 487 | -3,110 | -86.5% | -$130.81万 | 减仓 |
| FSK | FS KKR CAP CORP | $19.45万 | 0.07% | 18,525 | -2,055 | -10.0% | -$2.16万 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $15.27万 | 0.05% | 30,609 | -655 | -2.1% | -$3,268 | 减仓 |
| NOMD | NOMAD FOODS LTD | $11.71万 | 0.04% | 10,697 | 10,697 | — | $11.71万 | 新建仓 |
| NMFC | NEW MTN FIN CORP | $11.34万 | 0.04% | 15,817 | 3,117 | 24.5% | $2.23万 | 加仓 |
| — | CULP INC | $5.67万 | 0.02% | 18,286 | -55,950 | -75.4% | -$17.34万 | 减仓 |
| 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 |