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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $1,899.53万 | 6.46% | 25,436 | 1,197 | 4.9% | $89.39万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,309.64万 | 4.45% | 35,109 | 748 | 2.2% | $27.90万 | 加仓 |
| AAPL | APPLE INC | $1,242.96万 | 4.23% | 42,955 | -2,348 | -5.2% | -$67.94万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,045.80万 | 3.56% | 52,266 | 1,969 | 3.9% | $39.40万 | 加仓 |
| GOOGL | ALPHABET INC | $1,013.10万 | 3.45% | 28,348 | -2,511 | -8.1% | -$89.74万 | 减仓 |
| AGG | ISHARES TR | $925.88万 | 3.15% | 93,542 | 2,225 | 2.4% | $22.02万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $917.24万 | 3.12% | 271,052 | 89,782 | 49.5% | $303.82万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $895.45万 | 3.05% | 41,088 | 5,928 | 16.9% | $129.19万 | 加仓 |
| IVV | ISHARES TR | $853.46万 | 2.90% | 11,396 | -597 | -5.0% | -$44.71万 | 减仓 |
| META | META PLATFORMS INC | $772.33万 | 2.63% | 13,711 | 3,716 | 37.2% | $209.32万 | 加仓 |
| PAAA | PGIM ETF TR | $683.75万 | 2.33% | 133,363 | 133,363 | — | $683.75万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $625.70万 | 2.13% | 77,658 | -9,986 | -11.4% | -$80.46万 | 减仓 |
| OEF | ISHARES TR | $583.22万 | 1.98% | 15,940 | 8,724 | 120.9% | $319.20万 | 加仓 |
| SGOV | ISHARES TR | $534.43万 | 1.82% | 53,087 | -3,629 | -6.4% | -$36.53万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $520.26万 | 1.77% | 32,790 | -8,010 | -19.6% | -$127.09万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $480.34万 | 1.63% | 58,117 | 3,338 | 6.1% | $27.59万 | 加仓 |
| QCOM | QUALCOMM INC | $451.93万 | 1.54% | 24,456 | 1,447 | 6.3% | $26.74万 | 加仓 |
| AMZN | AMAZON COM INC | $436.90万 | 1.49% | 18,331 | -10,374 | -36.1% | -$247.25万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $433.87万 | 1.48% | 163,724 | -17,316 | -9.6% | -$45.89万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $430.65万 | 1.46% | 85,735 | 1,459 | 1.7% | $7.33万 | 加仓 |
| SHY | ISHARES TR | $408.09万 | 1.39% | 49,700 | 372 | 0.8% | $3.05万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $404.71万 | 1.38% | 3,506 | 253 | 7.8% | $29.20万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $372.25万 | 1.27% | 69,435 | -5,071 | -6.8% | -$27.19万 | 减仓 |
| IEFA | ISHARES TR | $354.67万 | 1.21% | 36,723 | -7,140 | -16.3% | -$68.96万 | 减仓 |
| LLY | ELI LILLY & CO | $348.58万 | 1.19% | 2,906 | -1,521 | -34.4% | -$182.45万 | 减仓 |
| EEM | ISHARES TR | $336.78万 | 1.15% | 49,229 | -12,728 | -20.5% | -$87.07万 | 减仓 |
| PGR | PROGRESSIVE CORP | $334.61万 | 1.14% | 15,317 | 4,690 | 44.1% | $102.46万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $319.96万 | 1.09% | 8,646 | 5,061 | 141.2% | $187.29万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $317.50万 | 1.08% | 62,784 | -3,658 | -5.5% | -$18.50万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $310.95万 | 1.06% | 16,321 | -1,257 | -7.2% | -$23.95万 | 减仓 |
| GLD | SPDR GOLD TR | $294.37万 | 1.00% | 7,991 | -833 | -9.4% | -$30.69万 | 减仓 |
| V | VISA INC | $280.39万 | 0.95% | 8,172 | 454 | 5.9% | $15.58万 | 加仓 |
| IWM | ISHARES TR | $253.45万 | 0.86% | 8,435 | -2,735 | -24.5% | -$82.18万 | 减仓 |
| IWV | ISHARES TR | $245.76万 | 0.84% | 5,763 | -594 | -9.3% | -$25.33万 | 减仓 |
| AMRZ | AMRIZE LTD | $234.94万 | 0.80% | 44,078 | 34,382 | 354.6% | $183.26万 | 加仓 |
| TIP | ISHARES TR | $224.59万 | 0.76% | 20,524 | 692 | 3.5% | $7.57万 | 加仓 |
| SNDK | SANDISK CORP | $223.28万 | 0.76% | 982 | 646 | 192.3% | $146.88万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $219.35万 | 0.75% | 51,395 | 51,395 | — | $219.35万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $217.99万 | 0.74% | 13,794 | -1,532 | -10.0% | -$24.21万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $207.88万 | 0.71% | 22,909 | 5,529 | 31.8% | $50.17万 | 加仓 |
| AVGO | BROADCOM INC | $187.58万 | 0.64% | 4,965 | 305 | 6.5% | $11.52万 | 加仓 |
| LTPZ | PIMCO ETF TR | $186.52万 | 0.63% | 36,825 | -23,187 | -38.6% | -$117.44万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $186.33万 | 0.63% | 13,606 | 2,741 | 25.2% | $37.54万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $186.21万 | 0.63% | 26,134 | -1,027 | -3.8% | -$7.32万 | 减仓 |
| GLW | CORNING INC | $175.99万 | 0.60% | 6,890 | -254 | -3.6% | -$6.49万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $170.33万 | 0.58% | 3,404 | -815 | -19.3% | -$40.78万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $167.43万 | 0.57% | 1,735 | 1,735 | — | $167.43万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $164.03万 | 0.56% | 3,785 | 2,072 | 121.0% | $89.80万 | 加仓 |
| PEP | PEPSICO INC | $159.39万 | 0.54% | 11,771 | 6,550 | 125.5% | $88.69万 | 加仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $155.51万 | 0.53% | 21,505 | -3,876 | -15.3% | -$28.03万 | 减仓 |
| GE | GE AEROSPACE | $143.06万 | 0.49% | 3,827 | -636 | -14.3% | -$23.78万 | 减仓 |
| — | MANAGER DIRECTED PORTFOLIOS | $140.56万 | 0.48% | 56,316 | -2,362 | -4.0% | -$5.90万 | 减仓 |
| — | MANAGER DIRECTED PORTFOLIOS | $139.46万 | 0.47% | 55,561 | -2,377 | -4.1% | -$5.97万 | 减仓 |
| IWF | ISHARES TR | $137.51万 | 0.47% | 11,074 | -1,414 | -11.3% | -$17.56万 | 减仓 |
| INTU | INTUIT | $135.50万 | 0.46% | 5,191 | 521 | 11.2% | $13.60万 | 加仓 |
| AOA | ISHARES TR | $133.80万 | 0.46% | 13,708 | -1,437 | -9.5% | -$14.03万 | 减仓 |
| NFLX | NETFLIX INC. | $132.98万 | 0.45% | 18,625 | 15,750 | 547.8% | $112.45万 | 加仓 |
| GEV | GE VERNOVA INC | $129.82万 | 0.44% | 1,105 | 847 | 328.3% | $99.51万 | 加仓 |
| NET | CLOUDFLARE INC | $126.44万 | 0.43% | 5,155 | -2 | -0.0% | -$491 | 减仓 |
| ANET | ARISTA NETWORKS INC | $116.64万 | 0.40% | 6,866 | 2,005 | 41.2% | $34.06万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $115.09万 | 0.39% | 2,259 | 2,259 | — | $115.09万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $114.26万 | 0.39% | 3,490 | -123 | -3.4% | -$4.03万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $112.72万 | 0.38% | 4,145 | -5,212 | -55.7% | -$141.74万 | 重新持有 |
| — | COLLABORATIVE INVESTMNT SER | $111.00万 | 0.38% | 28,065 | 28,065 | — | $111.00万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $109.82万 | 0.37% | 3,628 | 3,628 | — | $109.82万 | 新建仓 |
| NOW | SERVICENOW INC | $107.40万 | 0.37% | 10,818 | 3,819 | 54.6% | $37.92万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $106.92万 | 0.36% | 21,177 | -141,602 | -87.0% | -$714.95万 | 减仓 |
| PWR | QUANTA SVCS INC | $100.67万 | 0.34% | 1,398 | -525 | -27.3% | -$37.80万 | 减仓 |
| QQQ | INVESCO QQQ TR | $98.67万 | 0.34% | 1,339 | -534 | -28.5% | -$39.35万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $98.52万 | 0.34% | 13,630 | -3,661 | -21.2% | -$26.46万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $98.51万 | 0.33% | 15,389 | 15,389 | — | $98.51万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $97.93万 | 0.33% | 2,925 | -1,034 | -26.1% | -$34.62万 | 减仓 |
| VST | VISTRA CORP | $95.32万 | 0.32% | 6,009 | 6,009 | — | $95.32万 | 新建仓 |
| IJH | ISHARES TR | $94.94万 | 0.32% | 12,312 | 12,312 | — | $94.94万 | 新建仓 |
| PODD | INSULET CORP | $94.17万 | 0.32% | 6,185 | 1,624 | 35.6% | $24.73万 | 加仓 |
| MELI | MERCADOLIBRE INC | $80.46万 | 0.27% | 474 | 474 | — | $80.46万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $79.56万 | 0.27% | 4,724 | 1,337 | 39.5% | $22.52万 | 加仓 |
| CRM | SALESFORCE INC | $78.05万 | 0.27% | 4,982 | -7,163 | -59.0% | -$112.22万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $77.37万 | 0.26% | 23,240 | -1,774 | -7.1% | -$5.91万 | 减仓 |
| APP | APPLOVIN CORP | $76.05万 | 0.26% | 1,476 | -162 | -9.9% | -$8.35万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.25% | 1 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $73.90万 | 0.25% | 14,656 | 2,359 | 19.2% | $11.89万 | 加仓 |
| HD | HOME DEPOT INC | $72.80万 | 0.25% | 2,064 | -1,933 | -48.4% | -$68.18万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $68.66万 | 0.23% | 999 | -6 | -0.6% | -$4,124 | 减仓 |
| IWP | ISHARES TR | $66.48万 | 0.23% | 4,540 | -4,239 | -48.3% | -$62.08万 | 减仓 |
| FISV | FISERV INC | $65.95万 | 0.22% | 13,445 | -3,725 | -21.7% | -$18.27万 | 减仓 |
| NYF | ISHARES TR | $62.85万 | 0.21% | 11,659 | 2,524 | 27.6% | $13.61万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $62.22万 | 0.21% | 2,212 | 1,475 | 200.1% | $41.49万 | 重新持有 |
| EMR | EMERSON ELEC CO | $59.19万 | 0.20% | 4,134 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $59.04万 | 0.20% | 1,149 | 157 | 15.8% | $8.07万 | 加仓 |
| SPGI | S&P GLOBAL INC | $57.86万 | 0.20% | 1,502 | 1,023 | 213.6% | $39.41万 | 加仓 |
| BX | BLACKSTONE INC | $56.31万 | 0.19% | 4,785 | 0 | 0.0% | — | 不变 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $55.77万 | 0.19% | 8,883 | -1,596 | -15.2% | -$10.02万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $55.15万 | 0.19% | 3,048 | 238 | 8.5% | $4.31万 | 加仓 |
| WMT | WALMART INC | $52.32万 | 0.18% | 4,619 | -379 | -7.6% | -$4.29万 | 减仓 |
| GOOG | ALPHABET INC | $51.73万 | 0.18% | 1,464 | 1 | 0.1% | $353 | 加仓 |
| SAN | BANCO SANTANDER SA | $48.83万 | 0.17% | 35,387 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $48.30万 | 0.16% | 1,000 | 1,000 | — | $48.30万 | 新建仓 |
| MCD | MCDONALDS CORP | $45.86万 | 0.16% | 1,696 | -2,237 | -56.9% | -$60.48万 | 减仓 |
| AMAT | APPLIED MATLS INC | $44.11万 | 0.15% | 610 | -456 | -42.8% | -$32.97万 | 减仓 |