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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $1,576.39万 | 5.79% | 24,239 | 3,043 | 14.4% | $197.90万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,271.97万 | 4.67% | 34,361 | 13,554 | 65.1% | $501.74万 | 加仓 |
| AAPL | APPLE INC | $1,149.76万 | 4.22% | 45,303 | 15,815 | 53.6% | $401.38万 | 加仓 |
| AGG | ISHARES TR | $906.51万 | 3.33% | 91,317 | 84,294 | 1,200.3% | $836.79万 | 加仓 |
| GOOGL | ALPHABET INC | $887.39万 | 3.26% | 30,859 | 5,203 | 20.3% | $149.62万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $877.18万 | 3.22% | 50,297 | -101 | -0.2% | -$1.76万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $819.92万 | 3.01% | 162,779 | -6,852 | -4.0% | -$34.51万 | 减仓 |
| IVV | ISHARES TR | $783.45万 | 2.88% | 11,993 | -109 | -0.9% | -$7.12万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $689.86万 | 2.53% | 35,160 | 2,936 | 9.1% | $57.61万 | 加仓 |
| VO | VANGUARD INDEX FDS | $629.24万 | 2.31% | 21,911 | -1,170 | -5.1% | -$33.60万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $598.18万 | 2.20% | 40,800 | 15,345 | 60.3% | $224.98万 | 加仓 |
| AMZN | AMAZON COM INC | $597.84万 | 2.20% | 28,705 | 13,216 | 85.3% | $275.25万 | 加仓 |
| META | META PLATFORMS INC | $571.90万 | 2.10% | 9,995 | 4,909 | 96.5% | $280.89万 | 加仓 |
| SGOV | ISHARES TR | $570.91万 | 2.10% | 56,716 | -29,754 | -34.4% | -$299.51万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $528.04万 | 1.94% | 181,270 | 14,409 | 8.6% | $41.97万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $481.75万 | 1.77% | 181,040 | -85,893 | -32.2% | -$228.56万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $453.30万 | 1.67% | 54,779 | 31,601 | 136.3% | $261.50万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $420.96万 | 1.55% | 84,276 | 24,904 | 41.9% | $124.40万 | 加仓 |
| SHY | ISHARES TR | $407.31万 | 1.50% | 49,328 | 13,758 | 38.7% | $113.60万 | 加仓 |
| LLY | ELI LILLY & CO | $407.20万 | 1.50% | 4,427 | -186 | -4.0% | -$17.11万 | 减仓 |
| IEFA | ISHARES TR | $397.10万 | 1.46% | 43,863 | -9,651 | -18.0% | -$87.37万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $381.24万 | 1.40% | 39,025 | 39,025 | — | $381.24万 | 新建仓 |
| GLD | SPDR GOLD TR | $379.69万 | 1.39% | 8,824 | -895 | -9.2% | -$38.51万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $367.84万 | 1.35% | 74,506 | 12,965 | 21.1% | $64.01万 | 加仓 |
| EEM | ISHARES TR | $351.86万 | 1.29% | 61,957 | -17,363 | -21.9% | -$98.61万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $336.27万 | 1.24% | 66,442 | 19,213 | 40.7% | $97.24万 | 加仓 |
| LTPZ | PIMCO ETF TR | $306.25万 | 1.13% | 60,012 | -196,061 | -76.6% | -$1,000.51万 | 减仓 |
| QCOM | QUALCOMM INC | $296.32万 | 1.09% | 23,009 | -152 | -0.7% | -$1.96万 | 减仓 |
| IWM | ISHARES TR | $277.04万 | 1.02% | 11,170 | -10,189 | -47.7% | -$252.71万 | 减仓 |
| IWV | ISHARES TR | $235.67万 | 0.87% | 6,357 | -367 | -5.5% | -$13.61万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $233.62万 | 0.86% | 17,578 | 1,976 | 12.7% | $26.26万 | 加仓 |
| V | VISA INC | $233.28万 | 0.86% | 7,718 | -56 | -0.7% | -$1.69万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $233.26万 | 0.86% | 8,620 | 1,580 | 22.4% | $42.76万 | 加仓 |
| OEF | ISHARES TR | $229.53万 | 0.84% | 7,216 | -38 | -0.5% | -$1.21万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $226.98万 | 0.83% | 15,326 | -1,801 | -10.5% | -$26.67万 | 减仓 |
| CRM | SALESFORCE INC | $226.71万 | 0.83% | 12,145 | 12,145 | — | $226.71万 | 新建仓 |
| TIP | ISHARES TR | $218.87万 | 0.80% | 19,832 | 2,934 | 17.4% | $32.38万 | 加仓 |
| PGR | PROGRESSIVE CORP | $210.68万 | 0.77% | 10,627 | 10,627 | — | $210.68万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $202.17万 | 0.74% | 4,219 | 2,217 | 110.7% | $106.24万 | 加仓 |
| INTU | INTUIT | $201.94万 | 0.74% | 4,670 | 4,670 | — | $201.94万 | 新建仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $180.82万 | 0.66% | 25,381 | -1,941 | -7.1% | -$13.83万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $178.45万 | 0.66% | 17,380 | 17,380 | — | $178.45万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $176.53万 | 0.65% | 10,865 | 10,865 | — | $176.53万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $174.05万 | 0.64% | 27,161 | -216 | -0.8% | -$1.38万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $156.32万 | 0.57% | 15,889 | -47,736 | -75.0% | -$469.64万 | 减仓 |
| — | MANAGER DIRECTED PORTFOLIOS | $145.94万 | 0.54% | 58,678 | -7,180 | -10.9% | -$17.86万 | 减仓 |
| — | MANAGER DIRECTED PORTFOLIOS | $145.69万 | 0.54% | 57,938 | -7,344 | -11.2% | -$18.47万 | 减仓 |
| AVGO | BROADCOM INC | $144.24万 | 0.53% | 4,660 | -124 | -2.6% | -$3.84万 | 减仓 |
| BFS | SAUL CTRS INC | $136.70万 | 0.50% | 41,959 | -9,781 | -18.9% | -$31.87万 | 减仓 |
| AOA | ISHARES TR | $134.02万 | 0.49% | 15,145 | 318 | 2.1% | $2.81万 | 加仓 |
| TSLA | TESLA INC | $133.72万 | 0.49% | 3,597 | -209 | -5.5% | -$7.77万 | 减仓 |
| IWF | ISHARES TR | $133.14万 | 0.49% | 3,122 | -132 | -4.1% | -$5.63万 | 减仓 |
| HD | HOME DEPOT INC | $131.49万 | 0.48% | 3,997 | 2,371 | 145.8% | $78.00万 | 加仓 |
| AON | AON PLC | $131.02万 | 0.48% | 4,059 | 2,293 | 129.8% | $74.02万 | 加仓 |
| GE | GE AEROSPACE | $126.67万 | 0.47% | 4,463 | -423 | -8.7% | -$12.01万 | 减仓 |
| MCD | MCDONALDS CORP | $122.25万 | 0.45% | 3,933 | 2,515 | 177.4% | $78.17万 | 加仓 |
| CHCT | COMMUNITY HEALTHCARE TR INC | $121.00万 | 0.44% | 76,150 | 57,673 | 312.1% | $91.64万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $115.30万 | 0.42% | 70,177 | -80,362 | -53.4% | -$132.04万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $115.01万 | 0.42% | 3,585 | -196 | -5.2% | -$6.29万 | 减仓 |
| IWP | ISHARES TR | $112.48万 | 0.41% | 8,779 | -11,576 | -56.9% | -$148.32万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $109.90万 | 0.40% | 3,253 | 1,988 | 157.2% | $67.17万 | 加仓 |
| QQQ | INVESCO QQQ TR | $108.12万 | 0.40% | 1,873 | -92 | -4.7% | -$5.31万 | 减仓 |
| NET | CLOUDFLARE INC | $106.41万 | 0.39% | 5,157 | -832 | -13.9% | -$17.17万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $106.29万 | 0.39% | 3,613 | 593 | 19.6% | $17.45万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $106.03万 | 0.39% | 17,291 | -3,801 | -18.0% | -$23.31万 | 减仓 |
| PWR | QUANTA SVCS INC | $105.58万 | 0.39% | 1,923 | 201 | 11.7% | $11.04万 | 加仓 |
| CIM | CHIMERA INVT CORP | $101.45万 | 0.37% | 80,837 | 80,837 | — | $101.45万 | 新建仓 |
| EG | EVEREST GROUP LTD | $99.76万 | 0.37% | 3,052 | 3,052 | — | $99.76万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $99.20万 | 0.36% | 3,959 | 57 | 1.5% | $1.43万 | 加仓 |
| GLW | CORNING INC | $97.14万 | 0.36% | 7,144 | -10,319 | -59.1% | -$140.31万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $96.10万 | 0.35% | 25,014 | 1,034 | 4.3% | $3.97万 | 加仓 |
| FISV | FISERV INC | $95.81万 | 0.35% | 17,170 | 1,812 | 11.8% | $10.11万 | 加仓 |
| PODD | INSULET CORP | $95.71万 | 0.35% | 4,561 | 4,561 | — | $95.71万 | 新建仓 |
| OKE | ONEOK INC NEW | $92.20万 | 0.34% | 10,200 | 10,200 | — | $92.20万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $87.43万 | 0.32% | 8,507 | 5,541 | 186.8% | $56.94万 | 加仓 |
| PEP | PEPSICO INC | $81.09万 | 0.30% | 5,221 | 5,221 | — | $81.09万 | 新建仓 |
| INTC | INTEL CORP | $80.47万 | 0.30% | 18,233 | 18,233 | — | $80.47万 | 新建仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $76.88万 | 0.28% | 68,037 | 56,578 | 493.7% | $63.93万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $76.25万 | 0.28% | 1,953 | -423 | -17.8% | -$16.51万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $74.06万 | 0.27% | 3,645 | 3,645 | — | $74.06万 | 新建仓 |
| NOW | SERVICENOW INC | $73.17万 | 0.27% | 6,999 | 6,999 | — | $73.17万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.26% | 1 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $69.80万 | 0.26% | 3,387 | 3,387 | — | $69.80万 | 新建仓 |
| IDXX | IDEXX LABS INC | $67.76万 | 0.25% | 1,206 | 1,206 | — | $67.76万 | 新建仓 |
| APP | APPLOVIN CORP | $65.19万 | 0.24% | 1,638 | -424 | -20.6% | -$16.88万 | 减仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $65.10万 | 0.24% | 10,479 | -764 | -6.8% | -$4.75万 | 减仓 |
| SAP | SAP SE | $64.61万 | 0.24% | 3,774 | 3,774 | — | $64.61万 | 新建仓 |
| WMT | WALMART INC | $62.12万 | 0.23% | 4,998 | 380 | 8.2% | $4.72万 | 加仓 |
| MKC | MCCORMICK & CO INC | $62.03万 | 0.23% | 12,297 | 12,297 | — | $62.03万 | 新建仓 |
| WD | WALKER & DUNLOP INC | $61.87万 | 0.23% | 13,940 | 13,940 | — | $61.87万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $60.39万 | 0.22% | 1,997 | -3,881 | -66.0% | -$117.36万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $60.09万 | 0.22% | 1,005 | 111 | 12.4% | $6.64万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $59.68万 | 0.22% | 4,861 | -362 | -6.9% | -$4.44万 | 减仓 |
| BX | BLACKSTONE INC | $55.03万 | 0.20% | 4,785 | 4,785 | — | $55.03万 | 新建仓 |
| AMRZ | AMRIZE LTD | $54.32万 | 0.20% | 9,696 | 9,696 | — | $54.32万 | 新建仓 |
| EMR | EMERSON ELEC CO | $54.17万 | 0.20% | 4,134 | 2 | 0.0% | $262 | 加仓 |
| MA | MASTERCARD INCORPORATED | $49.58万 | 0.18% | 992 | 402 | 68.1% | $20.09万 | 加仓 |
| NYF | ISHARES TR | $48.53万 | 0.18% | 9,135 | 4,366 | 91.5% | $23.19万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $46.46万 | 0.17% | 2,810 | 6 | 0.2% | $992 | 加仓 |
| VB | VANGUARD INDEX FDS | $45.43万 | 0.17% | 1,734 | -398 | -18.7% | -$10.43万 | 减仓 |