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Wealthspire Advisors, LLC

SEC CIK
0001646247
最新申報
2026/8/11

2021 年第 2 季持倉

持倉截至 2021/6/30，2021/8/13 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。

機構總覽
持股檔數
366
較 2021 年第 1 季 −337
總值
$38.0 億
較 2021 年第 1 季 −$4.10 億 (−9.7%)
申報日
2021/8/13
SEC
Wealthspire Advisors, LLC 在 2021 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
CICigna GroupStock1,542$36.5 萬<0.1%−2,516−62.0%減碼歷史
PAYXPaychex IncStock3,442$36.9 萬<0.1%−8,857−72.0%減碼歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF3,356$36.9 萬<0.1%+78+2.4%加碼–
GEGeneral Electric CoCOM27,531$37.1 萬<0.1%−99,902−78.4%減碼歷史
TMOThermo Fisher Scientific Inc.Stock742$37.4 萬<0.1%−6,417−89.6%減碼歷史
SLViShares Silver TrustETF15,493$37.5 萬<0.1%−3,054−16.5%減碼歷史
BAMBrookfield Asset Management Ltd.CL A LTD VT SH7,352$37.5 萬<0.1%−3,627−33.0%減碼歷史
iShares Russell Mid-Cap Value ETF464287473ETF3,270$37.6 萬<0.1%−474−12.7%減碼–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF5,654$38.0 萬<0.1%+34+0.6%加碼–
UPSUnited Parcel Service IncStock1,866$38.8 萬<0.1%−10,943−85.4%減碼歷史
SASRSandy Spring Bancorp IncCOM8,840$39.0 萬<0.1%−21,161−70.5%減碼歷史
CFGCitizens Financial Group IncCOM8,523$39.1 萬<0.1%−11,249−56.9%減碼歷史
ETF Ser Solutions26922A289DEFIANCE CONNECT10,484$39.9 萬<0.1%00.0%不變–
GMGeneral Motors CoCOM6,743$39.9 萬<0.1%−7,989−54.2%減碼歷史
ADPAutomatic Data Processing IncStock2,031$40.3 萬<0.1%−6,089−75.0%減碼歷史
BMYBristol Myers Squibb CoStock6,054$40.5 萬<0.1%−34,236−85.0%減碼歷史
Invesco Exchange Traded FD T46137V639AI AND NEXT GEN2,466$40.6 萬<0.1%00.0%不變–
NPVNuveen Virginia Quality Municipal Income FundCOM24,645$40.8 萬<0.1%00.0%不變歷史
PANWPalo Alto Networks IncStock1,110$41.2 萬<0.1%−2,409−68.5%減碼歷史
ProShares Tr74347X625ULT R/EST NEW4,685$41.4 萬<0.1%00.0%不變–
BXMTBlackstone Mortgage Trust, Inc.COM CL A13,000$41.5 萬<0.1%00.0%不變歷史
CTASCintas CorpStock1,093$41.8 萬<0.1%−724−39.8%減碼歷史
CATCaterpillar IncStock1,925$41.9 萬<0.1%−5,878−75.3%減碼歷史
USBUS Bancorp DECOM NEW7,436$42.4 萬<0.1%−11,978−61.7%減碼歷史
CVSCVS Health CorpStock5,109$42.6 萬<0.1%−17,586−77.5%減碼歷史
AXPAmerican Express CoStock2,577$42.6 萬<0.1%−11,548−81.8%減碼歷史
ANVSAnnovis Bio, Inc.COM5,000$42.8 萬<0.1%−5,000−50.0%減碼歷史
MTDMettler Toledo International IncCOM310$42.9 萬<0.1%+90+40.9%加碼歷史
PSXPhillips 66Stock5,153$44.2 萬<0.1%−4,818−48.3%減碼歷史
AMGNAmgen IncStock1,845$45.0 萬<0.1%−8,571−82.3%減碼歷史
INTUIntuit Inc.Stock927$45.4 萬<0.1%−2,885−75.7%減碼歷史
HSYHershey CoCOM2,605$45.4 萬<0.1%−2,648−50.4%減碼歷史
CRWDCrowdStrike Holdings, Inc.Stock1,823$45.8 萬<0.1%−2,087−53.4%減碼歷史
SHWSherwin Williams CoCOM1,735$47.3 萬<0.1%−3,116−64.2%減碼依 3 比 1 拆股換算歷史
RJFRaymond James Financial IncCOM3,651$47.4 萬<0.1%−1,272−25.8%減碼歷史
SCHWSchwab Charles CorpStock6,528$47.5 萬<0.1%−9,797−60.0%減碼歷史
ESEversource EnergyStock5,928$47.6 萬<0.1%−4,466−43.0%減碼歷史
DUKDuke Energy CORPStock4,926$48.6 萬<0.1%−11,743−70.4%減碼歷史
GPCGenuine Parts CoStock3,842$48.6 萬<0.1%−4,784−55.5%減碼歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD24,852$49.9 萬<0.1%+24,852新進–
SPDR Series Trust78468R739ST NUVE TERM ETF10,212$50.6 萬<0.1%−1,027−9.1%減碼–
HONHoneywell International IncCOM2,319$50.9 萬<0.1%−10,204−81.5%減碼歷史
SWKSSkyworks Solutions, Inc.Stock2,667$51.1 萬<0.1%−1,602−37.5%減碼歷史
PNCPNC Financial Services Group, Inc.Stock2,682$51.2 萬<0.1%−5,512−67.3%減碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF8,115$51.3 萬<0.1%+8,115新進–
iShares S&P Small-Cap 600 Value ETF464287879ETF5,010$52.8 萬<0.1%−1,068−17.6%減碼–
BAXBaxter International IncStock6,681$53.8 萬<0.1%−5,470−45.0%減碼歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF6,644$53.8 萬<0.1%+4+0.1%加碼–
ORCLOracle CorpStock6,947$54.1 萬<0.1%−29,180−80.8%減碼歷史
iShares Russell Midcap ETF464287499ETF6,843$54.2 萬<0.1%−369−5.1%減碼–
JBGSJBG Smith PropertiesCOM17,394$54.8 萬<0.1%+6,410+58.4%加碼歷史
EPDEnterprise Products Partners L.P.Stock23,130$55.8 萬<0.1%−23,845−50.8%減碼歷史
OHIOmega Healthcare Investors IncCOM15,397$55.9 萬<0.1%−6,451−29.5%減碼歷史
PCTIPC Tel IncCOM86,377$56.6 萬<0.1%+8,276+10.6%加碼歷史
LLYEli Lilly & CoStock2,470$56.7 萬<0.1%−9,528−79.4%減碼歷史
SYYSysco CorpStock7,289$56.7 萬<0.1%−4,148−36.3%減碼歷史
WisdomTree Tr97717W760INTL SMCAP DIV7,720$57.7 萬<0.1%+7,720新進–
CCitigroup IncStock8,287$58.6 萬<0.1%−13,050−61.2%減碼歷史
MGEEMge Energy IncCOM7,906$58.9 萬<0.1%−4−0.1%減碼歷史
LNTAlliant Energy CorpStock10,798$60.2 萬<0.1%−1,171−9.8%減碼歷史
Invesco Exchange Traded FD T46137V621FINL PFD ETF32,000$61.7 萬<0.1%+5,265+19.7%加碼–
iShares S&P Mid-Cap 400 Value ETF464287705ETF6,012$63.3 萬<0.1%−19−0.3%減碼–
LINLinde PLCSHS2,190$63.3 萬<0.1%−5,013−69.6%減碼歷史
VSECVse CorpCOM12,927$64.0 萬<0.1%+4,925+61.5%加碼歷史
iShares Tr46434V878ULTRA SHORT DUR12,770$64.5 萬<0.1%+12,770新進–
IAUiShares Gold TrustETF19,379$65.3 萬<0.1%−6,657−25.6%減碼依 1 比 2 拆股換算歷史
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF2,774$65.6 萬<0.1%+765+38.1%加碼–
FFord Motor CoStock45,330$67.4 萬<0.1%−63,438−58.3%減碼歷史
Vanguard Scottsdale FDS92206C730VNG RUS1000IDX3,439$68.9 萬<0.1%+156+4.8%加碼–
iShares Tr46435G425ESG AWR MSCI USA7,017$69.1 萬<0.1%−966−12.1%減碼–
FISFidelity National Information Services, Inc.Stock4,883$69.2 萬<0.1%−6,162−55.8%減碼歷史
Vanguard Health Care ETF92204A504ETF2,809$69.4 萬<0.1%−352−11.1%減碼–
RWTRedwood Trust IncCOM57,489$69.4 萬<0.1%+607+1.1%加碼歷史
DDominion Energy, IncStock9,501$69.9 萬<0.1%−16,043−62.8%減碼歷史
HLTHilton Worldwide Holdings Inc.COM5,798$69.9 萬<0.1%−860−12.9%減碼歷史
SSPE.W. Scripps CoCL A NEW34,631$70.6 萬<0.1%+4,475+14.8%加碼歷史
ROKRockwell Automation, IncStock2,540$72.6 萬<0.1%−1,618−38.9%減碼歷史
AFLAflac IncStock13,563$72.8 萬<0.1%−6,298−31.7%減碼歷史
iShares Tr464287630RUS 2000 VAL ETF4,397$72.9 萬<0.1%−334−7.1%減碼–
CSCOCisco Systems, Inc.Stock13,787$73.1 萬<0.1%−69,162−83.4%減碼歷史
IDXXIDEXX Laboratories IncCOM1,190$75.2 萬<0.1%−365−23.5%減碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF2,653$76.9 萬<0.1%−3,394−56.1%減碼–
PMPhilip Morris International Inc.Stock7,811$77.4 萬<0.1%−18,404−70.2%減碼歷史
AEPAmerican Electric Power Co IncStock9,166$77.5 萬<0.1%−3,672−28.6%減碼歷史
MOAltria Group, Inc.Stock16,771$80.0 萬<0.1%−35,798−68.1%減碼歷史
NOCNorthrop Grumman CorpStock2,234$81.2 萬<0.1%−3,848−63.3%減碼歷史
OSKOshkosh CorpCOM6,632$82.7 萬<0.1%−793−10.7%減碼歷史
EFTEaton Vance Floating-Rate Income TrustCOM58,512$84.2 萬<0.1%+16,312+38.7%加碼歷史
DLRDigital Realty Trust, Inc.COM5,615$84.5 萬<0.1%−4,678−45.4%減碼歷史
FDXFedEx CorpStock2,849$85.0 萬<0.1%−1,840−39.2%減碼歷史
RTXRTX CorpStock10,076$86.0 萬<0.1%−12,182−54.7%減碼歷史
iShares Tr464288513IBOXX HI YD ETF10,028$88.3 萬<0.1%+7,227+258.0%加碼–
EXASExact Sciences CorpCOM7,218$89.7 萬<0.1%+2,685+59.2%加碼歷史
PYPLPayPal Holdings, Inc.Stock3,094$90.2 萬<0.1%−39,615−92.8%減碼歷史
ITWIllinois Tool Works IncStock4,056$90.7 萬<0.1%−7,960−66.2%減碼歷史
NVDANVIDIA CorpStock1,134$90.7 萬<0.1%−6,258−84.7%減碼歷史
MCOMoodys CorpStock2,514$91.1 萬<0.1%−2,484−49.7%減碼歷史
iShares Russell 2000 Growth ETF464287648ETF2,937$91.5 萬<0.1%+1,729+143.1%加碼–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF6,578$92.4 萬<0.1%−8,377−56.0%減碼–
Swedish Expt CR Corp870297801ROG TTL ETN 22145,868$92.6 萬<0.1%−130.0%減碼–

2021 年第 1 季之後清倉（356 檔）

2021 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 356 檔。

Wealthspire Advisors, LLC 在 2021 年第 1 季之後清倉的部位
證券類別2021 年第 1 季股數2021 年第 1 季市值2021 年第 1 季佔組合 %紀錄
Vanguard Consumer Staples ETF92204A207ETF60,552$1,079 萬0.3%–
ADBEAdobe Inc.Stock15,693$746.0 萬0.2%歷史
iShares Tr46434V456MSCI INTL QUALTY198,825$724.5 萬0.2%–
iShares Tr46434V282U S EQUITY FACTR131,507$534.4 萬0.1%–
BXCBlueLinx Holdings Inc.COM NEW132,167$518.0 萬0.1%歷史
CPKChesapeake Utilities CorpCOM37,607$436.5 萬0.1%歷史
DBDeutsche Bank AktiengesellschaftNAMEN AKT281,541$337.8 萬0.1%歷史
Invesco BulletShares 2021 HY Corp (BSJL)46138J809Exchange Traded Fund145,636$335.8 萬0.1%–
TROWPrice T Rowe Group IncStock18,365$315.1 萬0.1%歷史
NOWServiceNow, Inc.Stock6,270$313.6 萬0.1%歷史
EGHT8X8 IncCOM95,731$310.6 萬0.1%歷史
ADSKAutodesk, Inc.COM11,173$309.7 萬0.1%歷史
J P Morgan Exchange-Traded F46641Q720BETBULD EUROPE99,262$271.8 萬0.1%–
ACIAlbertsons Companies, Inc.COMMON STOCK138,205$263.6 萬0.1%歷史
NVAXNovavax IncCOM NEW13,494$244.7 萬0.1%歷史
Schwab Fundamental U.S. Large Company ETF808524771ETF46,691$241.3 萬0.1%–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF75,219$235.5 萬0.1%–
ALLYAlly Financial Inc.Stock50,421$228.0 萬0.1%歷史
ISRGIntuitive Surgical IncCOM NEW3,066$226.6 萬0.1%歷史
Invesco Bulletshares 2022 HY Bd (BSJM)46138J874BULSHS 2022 HY83,558$195.1 萬<0.1%–
ILMNIllumina, Inc.COM4,964$190.6 萬<0.1%歷史
ITGartner IncCOM10,278$187.6 萬<0.1%歷史
ALGNAlign Technology IncCOM3,170$171.6 萬<0.1%歷史
BSCLBILI Social International, Inc.BULSHS 2021 CB80,333$169.7 萬<0.1%歷史
PEGPublic Service Enterprise Group IncCOM26,973$162.4 萬<0.1%歷史
DEDeere & CoStock4,283$160.2 萬<0.1%歷史
CSXCSX CorpStock14,608$140.9 萬<0.1%歷史
MUMicron Technology IncStock15,516$136.9 萬<0.1%歷史
CHTRCharter Communications, Inc.CL A2,086$128.7 萬<0.1%歷史
DOVDOVER CorpCOM9,350$128.2 萬<0.1%歷史
SPGIS&P Global Inc.Stock3,454$121.9 萬<0.1%歷史
J P Morgan Exchange-Traded F46641Q712BETBULD JAPAN42,456$120.9 萬<0.1%–
CCICrown Castle Inc.REIT6,924$119.2 萬<0.1%歷史
iShares Core Dividend Growth ETF46434V621ETF24,256$117.1 萬<0.1%–
BKNGBooking Holdings Inc.Stock500$116.5 萬<0.1%歷史
ELVElevance Health, Inc.Stock3,236$116.1 萬<0.1%歷史
EIXEdison InternationalStock19,387$113.6 萬<0.1%歷史
AONAon plcCL A4,918$113.2 萬<0.1%歷史
MSCIMSCI Inc.Stock2,693$112.9 萬<0.1%歷史
TJXTJX Companies IncStock17,020$112.6 萬<0.1%歷史
BCEBce IncCOM NEW24,407$110.2 萬<0.1%歷史
Global X FDS37954Y715RBTCS ARTFL INTE32,387$107.3 萬<0.1%–
WFCWells Fargo & CompanyStock26,441$103.3 萬<0.1%歷史
CMICummins IncStock3,943$102.2 萬<0.1%歷史
CLColgate Palmolive CoStock12,955$102.1 萬<0.1%歷史
NXPINXP Semiconductors N.V.COM5,072$102.1 萬<0.1%歷史
WMWaste Management IncStock7,889$101.8 萬<0.1%歷史
DOWDow Inc.Stock15,597$99.7 萬<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J882BULSHS 2022 CB45,757$99.0 萬<0.1%–
J P Morgan Exchange-Traded F46641Q696BETABULDRS CDA33,105$97.8 萬<0.1%–
TSMTaiwan Semiconductor Manufacturing Co LtdADR8,057$95.3 萬<0.1%歷史
iShares Tr46434V290US SML CAP EQT18,173$95.3 萬<0.1%–
AMDAdvanced Micro Devices IncStock11,921$93.6 萬<0.1%歷史
PLDPrologis, Inc.REIT8,752$92.8 萬<0.1%歷史
EBAYeBay IncCOM13,938$85.4 萬<0.1%歷史
DGDollar General CorpCOM4,161$84.3 萬<0.1%歷史
PNWPinnacle West Capital CorpCOM10,342$84.1 萬<0.1%歷史
AWKAmerican Water Works Company, Inc.Stock5,587$83.8 萬<0.1%歷史
SHOPShopify Inc.Stock750$83.0 萬<0.1%歷史
TUTelus CorpCOM41,510$82.7 萬<0.1%歷史
METMetlife IncStock13,158$80.0 萬<0.1%歷史
MELIMercadolibre IncCOM538$79.2 萬<0.1%歷史
CoreSite Realty Corp21870Q105COM6,583$78.9 萬<0.1%–
MRSHMarsh & McLennan Companies, Inc.Stock6,419$78.2 萬<0.1%歷史
PGRProgressive CorpStock7,908$75.6 萬<0.1%歷史
APDAir Products & Chemicals, Inc.Stock2,605$73.3 萬<0.1%歷史
APHAmphenol CorpCL A10,968$72.4 萬<0.1%歷史
KEYKeycorpCOM36,214$72.4 萬<0.1%歷史
NEMNEWMONT CorpStock11,984$72.2 萬<0.1%歷史
DFSDiscover Financial ServicesCOM7,571$71.9 萬<0.1%歷史
BSXBoston Scientific CorpStock18,501$71.5 萬<0.1%歷史
EWEdwards Lifesciences CorpStock8,507$71.2 萬<0.1%歷史
DDDuPont de Nemours, Inc.COM9,209$71.2 萬<0.1%歷史
PRUPrudential Financial IncStock7,738$70.5 萬<0.1%歷史
SLBSLB LimitedStock25,605$69.6 萬<0.1%歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF5,887$68.7 萬<0.1%–
HASHasbro, Inc.COM7,124$68.5 萬<0.1%歷史
AAgilent Technologies, Inc.COM5,351$68.0 萬<0.1%歷史
STZConstellation Brands, Inc.Stock2,966$67.6 萬<0.1%歷史
VMCVulcan Materials COCOM4,000$67.5 萬<0.1%歷史
CCOICogent Communications Holdings, Inc.COM NEW9,493$65.3 萬<0.1%歷史
GLWCorning IncCOM14,948$65.0 萬<0.1%歷史
SPGSimon Property Group Inc.REIT5,646$64.2 萬<0.1%歷史
THOThor Industries IncCOM4,658$62.8 萬<0.1%歷史
HUMHumana IncStock1,484$62.2 萬<0.1%歷史
ORIOld Republic International CorpCOM28,349$61.9 萬<0.1%歷史
DARDarling Ingredients Inc.COM8,364$61.5 萬<0.1%歷史
WMBWilliams Companies, Inc.COM25,808$61.1 萬<0.1%歷史
EQIXEquinix IncCOM884$60.1 萬<0.1%歷史
GILDGilead Sciences, Inc.Stock9,177$59.3 萬<0.1%歷史
TELTE Connectivity plcREG SHS4,556$58.8 萬<0.1%歷史
VRTXVertex Pharmaceuticals IncStock2,714$58.3 萬<0.1%歷史
KLACKLA CorpCOM NEW1,751$57.9 萬<0.1%歷史
ADIAnalog Devices IncStock3,656$56.7 萬<0.1%歷史
CBChubb LtdStock3,558$56.2 萬<0.1%歷史
BCOBrinks CoCOM7,098$56.2 萬<0.1%歷史
MNSTMonster Beverage CorpCOM6,151$56.0 萬<0.1%歷史
Paramount Global92556H206CL B12,418$56.0 萬<0.1%–
PIIPolaris Inc.Stock4,173$55.7 萬<0.1%歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD6,740$55.6 萬<0.1%–