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Livermore
Livermore
中文EN

Wealthspire Advisors, LLC

SEC CIK
0001646247
最新申報
2026/8/11

2022 年第 2 季持倉

持倉截至 2022/6/30，2022/8/9 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。

機構總覽
持股檔數
497
較 2022 年第 1 季 +69
總值
$47.8 億
較 2022 年第 1 季 +$3.38 億 (+7.6%)
申報日
2022/8/9
SEC
Wealthspire Advisors, LLC 在 2022 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
CFGCitizens Financial Group IncCOM8,487$30.3 萬<0.1%+371+4.6%加碼歷史
ALLAllstate CorpStock2,425$30.7 萬<0.1%−151−5.9%減碼歷史
APHAmphenol CorpCL A4,769$30.7 萬<0.1%+4,769新進歷史
COPConocoPhillipsStock3,426$30.8 萬<0.1%+3,426新進歷史
IRTIndependence Realty Trust, Inc.COM14,843$30.8 萬<0.1%−253−1.7%減碼歷史
BWABorgwarner IncCOM9,362$31.2 萬<0.1%+9,362新進歷史
AWKAmerican Water Works Company, Inc.Stock2,104$31.3 萬<0.1%+569+37.1%加碼歷史
CHDChurch & Dwight Co IncCOM3,388$31.4 萬<0.1%+111+3.4%加碼歷史
UPWheels Up Experience Inc.COMMON STOCK160,869$31.4 萬<0.1%00.0%不變歷史
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX1,867$31.8 萬<0.1%00.0%不變–
DINOHF Sinclair CorpCOM7,050$31.8 萬<0.1%+7,050新進歷史
PXDPioneer Natural Resources CoCOM1,430$31.9 萬<0.1%+1,430新進歷史
VSECVse CorpCOM8,527$32.0 萬<0.1%00.0%不變歷史
iShares Tr46435G516ESG AW MSCI EAFE5,148$32.3 萬<0.1%+34+0.7%加碼–
ELVElevance Health, Inc.Stock673$32.5 萬<0.1%+673新進歷史
Strategy Shares Nasdaq 7HANDL Index ETF86280R506ETF15,810$32.6 萬<0.1%+5,885+59.3%加碼–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD4,280$32.6 萬<0.1%+659+18.2%加碼–
BNYBank of New York Mellon CorpStock7,874$32.8 萬<0.1%−2,189−21.8%減碼歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF3,622$32.9 萬<0.1%−224−5.8%減碼–
TJXTJX Companies IncStock5,929$33.1 萬<0.1%+5,929新進歷史
CCICrown Castle Inc.REIT1,976$33.3 萬<0.1%+1,976新進歷史
COFCapital One Financial CorpStock3,205$33.4 萬<0.1%−6,783−67.9%減碼歷史
SIRISirius XM Holdings Inc.COM55,104$33.8 萬<0.1%+40.0%加碼歷史
iShares Tr46434V274INTL EQTY FACTOR14,401$33.9 萬<0.1%+152+1.1%加碼–
CICigna GroupStock1,290$34.0 萬<0.1%+18+1.4%加碼歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF3,469$34.4 萬<0.1%+49+1.4%加碼–
CTASCintas CorpStock922$34.4 萬<0.1%−110−10.7%減碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF4,360$34.5 萬<0.1%+201+4.8%加碼–
iShares Tr464287762US HLTHCARE ETF1,296$34.9 萬<0.1%−88−6.4%減碼–
AROCArchrock, Inc.COM42,675$35.3 萬<0.1%00.0%不變歷史
GSGoldman Sachs Group IncStock1,194$35.5 萬<0.1%−254−17.5%減碼歷史
INTUIntuit Inc.Stock927$35.7 萬<0.1%+21+2.3%加碼歷史
ECORelectroCore, Inc.COM700,000$35.7 萬<0.1%+200,000+40.0%加碼歷史
WisdomTree Tr97717W570US MIDCAP FUND7,789$35.8 萬<0.1%00.0%不變–
ATRIAtrion CorpCOM570$35.8 萬<0.1%00.0%不變歷史
CATCaterpillar IncStock2,012$36.0 萬<0.1%+127+6.7%加碼歷史
PCTIPC Tel IncCOM88,299$36.1 萬<0.1%+1,922+2.2%加碼歷史
BAMBrookfield Asset Management Ltd.CL A LTD VT SH8,135$36.2 萬<0.1%+4,099+101.6%加碼歷史
MGEEMge Energy IncCOM4,661$36.3 萬<0.1%00.0%不變歷史
DBCInvesco DB Commodity Index Tracking FundUNIT13,650$36.4 萬<0.1%+13,650新進歷史
FTNTFortinet, Inc.Stock6,540$37.0 萬<0.1%+6,540新進歷史
ESEversource EnergyStock4,554$38.5 萬<0.1%−119−2.5%減碼歷史
NBTBNBT Bancorp IncCOM10,232$38.5 萬<0.1%00.0%不變歷史
ZTSZoetis Inc.Stock2,250$38.7 萬<0.1%+2,250新進歷史
ORLYO Reilly Automotive IncStock612$38.7 萬<0.1%+139+29.4%加碼歷史
Invesco Exch TRD SLF Idx FD46138J833BULSHS 2024 HY18,124$39.5 萬<0.1%+84+0.5%加碼–
Vanguard Energy ETF92204A306ETF4,021$40.0 萬<0.1%+4,021新進–
iShares Inc464286533MSCI EMERG MRKT7,250$40.2 萬<0.1%+7,250新進–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF6,327$40.3 萬<0.1%−231−3.5%減碼–
CBChubb LtdStock2,073$40.7 萬<0.1%+2,073新進歷史
WYWeyerhaeuser CoCOM NEW12,395$41.1 萬<0.1%+12,395新進歷史
LPXLouisiana-Pacific CorpCOM7,846$41.1 萬<0.1%+20+0.3%加碼歷史
ICUIIcu Medical IncCOM2,500$41.1 萬<0.1%00.0%不變歷史
LYBLyondellBasell Industries N.V.SHS - A -4,781$41.8 萬<0.1%+4,781新進歷史
TTTrane Technologies plcSHS3,222$41.8 萬<0.1%+1,402+77.0%加碼歷史
iShares S&P Small-Cap 600 Value ETF464287879ETF4,764$42.4 萬<0.1%+909+23.6%加碼–
SHELShell plcADR8,245$43.1 萬<0.1%+1,915+30.3%加碼歷史
BDJBlackRock Enhanced Equity Dividend TrustCOM48,787$43.1 萬<0.1%+48,787新進歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF8,207$43.3 萬<0.1%00.0%不變–
State Street Utilities Select Sector SPDR ETF81369Y886ETF6,265$43.9 萬<0.1%+315+5.3%加碼–
OSKOshkosh CorpCOM5,359$44.0 萬<0.1%−694−11.5%減碼歷史
MKC.VMcCormick & Co IncCOM VTG5,298$44.0 萬<0.1%+5,298新進歷史
FISFidelity National Information Services, Inc.Stock4,843$44.4 萬<0.1%+695+16.8%加碼歷史
Global X Lithium & Battery Tech ETF37954Y855ETF6,142$44.6 萬<0.1%−309−4.8%減碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF7,707$44.7 萬<0.1%+3,802+97.4%加碼–
EDConsolidated Edison IncStock4,729$45.0 萬<0.1%+589+14.2%加碼歷史
ORCLOracle CorpStock6,458$45.1 萬<0.1%+939+17.0%加碼歷史
USBUS Bancorp DECOM NEW10,014$46.1 萬<0.1%−813−7.5%減碼歷史
NFLXNetflix IncStock2,669$46.7 萬<0.1%+322+13.7%加碼歷史
NRKNuveen New York Amt-Free Quality Municipal Income FundCOM42,361$46.8 萬<0.1%+42,361新進歷史
CUBECubeSmartREIT11,087$47.4 萬<0.1%00.0%不變歷史
ATVIActivision Blizzard, Inc.COM6,087$47.4 萬<0.1%+199+3.4%加碼歷史
AMDAdvanced Micro Devices IncStock6,278$48.0 萬<0.1%+4,278+213.9%加碼歷史
JDJD.com, Inc.SPON ADS CL A7,487$48.1 萬<0.1%+7,487新進歷史
ACGLArch Capital Group Ltd.Stock10,603$48.2 萬<0.1%−1,528−12.6%減碼歷史
ETF Ser Solutions26922A289DEFIANCE CONNECT15,297$48.2 萬<0.1%+24+0.2%加碼–
Global X FDS37954Y673US INFR DEV ETF21,279$48.5 萬<0.1%+22+0.1%加碼–
SLViShares Silver TrustETF26,299$49.0 萬<0.1%+14,417+121.3%加碼歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF5,194$49.0 萬<0.1%+88+1.7%加碼–
DALDelta Air Lines, Inc.COM NEW16,970$49.2 萬<0.1%+9,500+127.2%加碼歷史
Vanguard S&P 500 Growth ETF921932505ETF2,268$49.4 萬<0.1%+703+44.9%加碼–
TXNTexas Instruments IncStock3,251$50.0 萬<0.1%−2,362−42.1%減碼歷史
ULUnilever PLCSPON ADR NEW10,935$50.1 萬<0.1%+10,935新進歷史
RJFRaymond James Financial IncCOM5,630$50.3 萬<0.1%+154+2.8%加碼歷史
PTRSPartners BancorpCOM56,146$50.7 萬<0.1%+11,319+25.3%加碼歷史
PGRProgressive CorpStock4,377$50.9 萬<0.1%+2,488+131.7%加碼歷史
VICRVicor CorpCOM9,437$51.6 萬<0.1%+1,000+11.9%加碼歷史
AMTAmerican Tower CorpREIT2,024$51.7 萬<0.1%+938+86.4%加碼歷史
ADBEAdobe Inc.Stock1,416$51.8 萬<0.1%+1,416新進歷史
LOWLowes Companies IncStock2,964$51.8 萬<0.1%+524+21.5%加碼歷史
PANWPalo Alto Networks IncStock1,073$53.0 萬<0.1%−55−4.9%減碼歷史
BAXBaxter International IncStock8,260$53.1 萬<0.1%+120+1.5%加碼歷史
ROKRockwell Automation, IncStock2,666$53.1 萬<0.1%+75+2.9%加碼歷史
WMBWilliams Companies, Inc.COM17,204$53.7 萬<0.1%+17,204新進歷史
RWTRedwood Trust IncCOM70,507$54.4 萬<0.1%+2,020+2.9%加碼歷史
Invesco Exch TRD SLF Idx FD46138J882BULSHS 2022 CB25,751$54.6 萬<0.1%00.0%不變–
OGSONE Gas, Inc.COM6,750$54.8 萬<0.1%+6,750新進歷史
EXCExelon CorpStock12,114$54.9 萬<0.1%+2,393+24.6%加碼歷史
AXPAmerican Express CoStock3,992$55.3 萬<0.1%+649+19.4%加碼歷史
GDGeneral Dynamics CorpStock2,516$55.7 萬<0.1%+606+31.7%加碼歷史

2022 年第 1 季之後清倉（32 檔）

2022 年第 1 季季末還持有、這份申報已經沒有的部位。

Wealthspire Advisors, LLC 在 2022 年第 1 季之後清倉的部位
證券類別2022 年第 1 季股數2022 年第 1 季市值2022 年第 1 季佔組合 %紀錄
PAGPenske Automotive Group, Inc.COM32,000$299.9 萬0.1%歷史
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS43,665$258.8 萬0.1%–
iShares Tr464288885EAFE GRWTH ETF10,849$104.4 萬<0.1%–
KRKroger CoStock10,552$60.5 萬<0.1%歷史
iShares Tr46434V878ULTRA SHORT DUR11,388$57.1 萬<0.1%–
iShares Tr464288877EAFE VALUE ETF9,865$49.6 萬<0.1%–
OHIOmega Healthcare Investors IncCOM15,397$48.0 萬<0.1%歷史
CRWDCrowdStrike Holdings, Inc.Stock1,882$42.7 萬<0.1%歷史
NPVNuveen Virginia Quality Municipal Income FundCOM24,645$35.0 萬<0.1%歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF4,057$34.9 萬<0.1%–
HOODRobinhood Markets, Inc.Stock25,806$34.9 萬<0.1%歷史
ROPRoper Technologies IncStock735$34.7 萬<0.1%歷史
SHOPShopify Inc.Stock425$28.7 萬<0.1%歷史
SWKSSkyworks Solutions, Inc.Stock2,103$28.0 萬<0.1%歷史
ODFLOld Dominion Freight Line, Inc.COM905$27.0 萬<0.1%歷史
GRABGrab Holdings LtdCLASS A ORD75,278$26.3 萬<0.1%歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF3,426$26.0 萬<0.1%–
CVNACarvana Co.CL A2,100$25.1 萬<0.1%歷史
ProShares Tr74347X625ULT R/EST NEW2,324$23.3 萬<0.1%–
Invesco S&P 500 Quality ETF46137V241ETF4,631$23.1 萬<0.1%–
iShares Tr464287861EUROPE ETF4,532$22.8 萬<0.1%–
JBGSJBG Smith PropertiesCOM7,606$22.2 萬<0.1%歷史
NICENICE Ltd.SPONSORED ADR1,000$21.9 萬<0.1%歷史
SWNSouthwestern Energy CoCOM30,000$21.5 萬<0.1%歷史
iShares Inc464286772MSCI STH KOR ETF2,968$21.1 萬<0.1%–
SWKStanley Black & Decker, Inc.COM1,464$20.5 萬<0.1%歷史
MRNAModerna, Inc.Stock1,175$20.2 萬<0.1%歷史
iShares Tr464288513IBOXX HI YD ETF2,455$20.2 萬<0.1%–
iShares U.S. Medical Devices ETF464288810ETF3,294$20.1 萬<0.1%–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF3,017$20.0 萬<0.1%–
DBDDiebold Nixdorf, IncCOM10,000$6.70 萬<0.1%歷史
TXMDTherapeuticsMD, Inc.COM109,984$4.20 萬<0.1%歷史