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Livermore
Livermore
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Wealthspire Advisors, LLC

SEC CIK
0001646247
最新申報
2026/8/11

2023 年第 2 季持倉

持倉截至 2023/6/30，2023/8/1 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。

機構總覽
持股檔數
559
較 2023 年第 1 季 +26
總值
$61.2 億
較 2023 年第 1 季 +$2.92 億 (+5.0%)
申報日
2023/8/1
SEC
Wealthspire Advisors, LLC 在 2023 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
1847 Goedeker Inc28252C117*W EXP 99/99/99930,000$1,947<0.1%00.0%不變–
UPWheels Up Experience Inc.COM CL A16,086$1.88 萬<0.1%00.0%不變依 1 比 10 拆股換算歷史
Prospect Cap Corp74348TAT9NOTE 6.375% 3/020,000$2.02 萬<0.1%00.0%不變–
SOBRSOBR Safe, Inc.COM NEW14,818$2.52 萬<0.1%00.0%不變歷史
QVCGAOld QVC Group, Inc.COM SER A25,970$2.57 萬<0.1%00.0%不變歷史
TELLTellurian Inc.COM24,884$3.51 萬<0.1%00.0%不變歷史
ATAIAtai Beckley N.V.SHS20,874$3.59 萬<0.1%00.0%不變歷史
XAIRBeyond Air, Inc.COM10,000$4.26 萬<0.1%00.0%不變歷史
OSSOne Stop Systems, Inc.COM20,000$5.74 萬<0.1%00.0%不變歷史
NSLRNeostellar Capital Corp.COM NEW18,295$5.85 萬<0.1%00.0%不變歷史
STEMStem, Inc.CL A10,582$6.05 萬<0.1%−700−6.2%減碼歷史
EVLVEvolv Technologies Holdings, Inc.COM CL A12,191$7.31 萬<0.1%+12,191新進歷史
FRGIFiesta Restaurant Group, Inc.COM10,671$8.47 萬<0.1%00.0%不變歷史
AUIDauthID Inc.Common Stock105,599$9.40 萬<0.1%00.0%不變歷史
TIOTingo Group, Inc.COM98,395$11.9 萬<0.1%−239,105−70.8%減碼歷史
PETWag! Group Co.COM60,076$12.6 萬<0.1%+60,076新進歷史
SSPE.W. Scripps CoCL A NEW14,640$13.4 萬<0.1%−1,000−6.4%減碼歷史
ANVSAnnovis Bio, Inc.COM10,000$14.3 萬<0.1%00.0%不變歷史
CEVEaton Vance California Municipal Income TrustSH BEN INT14,391$14.4 萬<0.1%00.0%不變歷史
VODVodafone Group Public Ltd CoADR14,951$14.8 萬<0.1%+15+0.1%加碼歷史
ACHRArcher Aviation Inc.Stock36,293$15.0 萬<0.1%+36,293新進歷史
GAMEGameSquare Holdings, Inc.COM57,382$17.3 萬<0.1%00.0%不變依 1 比 4 拆股換算歷史
CIONCION Investment CorpCOM16,687$17.3 萬<0.1%−4,136−19.9%減碼歷史
DXDynex Capital IncCOM13,999$17.6 萬<0.1%00.0%不變歷史
SGSweetgreen, Inc.COM CL A14,112$18.1 萬<0.1%00.0%不變歷史
NEANuveen AMT-Free Quality Municipal Income FundCOM17,665$19.3 萬<0.1%−3,961−18.3%減碼歷史
STEWSRH Total Return Fund, Inc.COM14,678$19.5 萬<0.1%+14,678新進歷史
CLFCleveland-Cliffs Inc.COM11,676$19.6 萬<0.1%+184+1.6%加碼歷史
CTOCTO Realty Growth, Inc.COM11,583$19.9 萬<0.1%00.0%不變歷史
FLLFull House Resorts IncCOM30,000$20.1 萬<0.1%00.0%不變歷史
PSXPhillips 66Stock2,117$20.2 萬<0.1%−1,177−35.7%減碼歷史
DLTRDollar Tree, Inc.COM1,413$20.3 萬<0.1%−11−0.8%減碼歷史
RRCRange Resources CorpCOM6,900$20.3 萬<0.1%+6,900新進歷史
VLOValero Energy CorpStock1,739$20.4 萬<0.1%−20−1.1%減碼歷史
First Tr Exchange-Traded FD336917109SHS6,000$20.4 萬<0.1%00.0%不變–
EQTEQT CorpStock4,976$20.5 萬<0.1%+4,976新進歷史
MFCManulife Financial CorpCOM11,078$20.9 萬<0.1%+11,078新進歷史
NICENICE Ltd.SPONSORED ADR1,017$21.0 萬<0.1%00.0%不變歷史
VanEck Vectors ETF Tr92189F726BIOTECH ETF1,349$21.1 萬<0.1%−193−12.5%減碼–
MKCMcCormick & Co IncStock2,416$21.1 萬<0.1%−12−0.5%減碼歷史
iShares Core S&P U.S. Growth ETF464287671ETF2,168$21.2 萬<0.1%+2,168新進–
MRNAModerna, Inc.Stock1,743$21.2 萬<0.1%+429+32.6%加碼歷史
JCIJohnson Controls International plcStock3,114$21.2 萬<0.1%+3,114新進歷史
iShares U.S. Medical Devices ETF464288810ETF3,761$21.2 萬<0.1%−36−0.9%減碼–
FISFidelity National Information Services, Inc.Stock3,925$21.5 萬<0.1%−137−3.4%減碼歷史
DKSDick's Sporting Goods, Inc.Stock1,626$21.5 萬<0.1%−30−1.8%減碼歷史
NNYNuveen New York Municipal Value FundCOM25,500$21.5 萬<0.1%00.0%不變歷史
Dimensional ETF Trust25434V401US EQUI MARK ETF4,536$21.8 萬<0.1%−448−9.0%減碼–
WSBCWesbanco IncCOM8,558$21.9 萬<0.1%+54+0.6%加碼歷史
ADIAnalog Devices IncStock1,142$22.2 萬<0.1%−136−10.6%減碼歷史
ALLAllstate CorpStock2,040$22.2 萬<0.1%−178−8.0%減碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock1,200$22.6 萬<0.1%+1,200新進歷史
LRCXLam Research CorpCOM352$22.6 萬<0.1%+352新進歷史
FNBFNB CorpCOM19,833$22.7 萬<0.1%−200−1.0%減碼歷史
DDDuPont de Nemours, Inc.COM3,182$22.7 萬<0.1%+193+6.5%加碼歷史
DCIDonaldson Co IncStock3,641$22.8 萬<0.1%−109−2.9%減碼歷史
WBDWarner Bros. Discovery, Inc.Stock18,157$22.8 萬<0.1%−2,795−13.3%減碼歷史
SJMJ M SMUCKER CoStock1,546$22.8 萬<0.1%+20+1.3%加碼歷史
DHIHorton D R IncCOM1,878$22.9 萬<0.1%+1,878新進歷史
ECORelectroCore, Inc.COM NEW46,666$22.9 萬<0.1%00.0%不變歷史
Invesco S&P 500 Quality ETF46137V241ETF4,550$23.0 萬<0.1%+137+3.1%加碼–
VRTXVertex Pharmaceuticals IncStock660$23.2 萬<0.1%+660新進歷史
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF4,861$23.3 萬<0.1%00.0%不變–
BAXBaxter International IncStock5,124$23.4 萬<0.1%−56−1.1%減碼歷史
SHOPShopify Inc.Stock3,626$23.4 萬<0.1%+3,626新進歷史
WRKWestRock CoCOM8,082$23.5 萬<0.1%−12−0.1%減碼歷史
APHAmphenol CorpCL A2,792$23.7 萬<0.1%+2,792新進歷史
PRUPrudential Financial IncStock2,691$23.7 萬<0.1%−979−26.7%減碼歷史
ROPRoper Technologies IncStock496$23.8 萬<0.1%+496新進歷史
Liberty Media Corp Del531229607COM C SIRIUSXM7,291$23.9 萬<0.1%−178−2.4%減碼–
Invesco Exch Traded FD Tr II46138G706SOLAR ETF3,373$24.1 萬<0.1%00.0%不變–
iShares Tr464287861EUROPE ETF4,783$24.2 萬<0.1%+102+2.2%加碼–
UBSIUnited Bankshares IncCOM8,157$24.2 萬<0.1%+13+0.2%加碼歷史
TMUST-Mobile US, Inc.Stock1,751$24.3 萬<0.1%−152−8.0%減碼歷史
NRKNuveen New York Amt-Free Quality Municipal Income FundCOM23,636$24.5 萬<0.1%00.0%不變歷史
NVSNovartis AGADR2,436$24.6 萬<0.1%−375−13.3%減碼歷史
RRGBRed Robin Gourmet Burgers IncCOM18,115$25.1 萬<0.1%00.0%不變歷史
MTTRMatterport, Inc.COM CL A80,300$25.3 萬<0.1%+25,572+46.7%加碼歷史
AMXAmerica Movil SAB de CVSPON ADS RP CL B11,776$25.5 萬<0.1%−1,905−13.9%減碼歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX3,427$25.9 萬<0.1%+150+4.6%加碼–
SIRISirius XM Holdings Inc.COM57,274$25.9 萬<0.1%−788−1.4%減碼歷史
CFGCitizens Financial Group IncCOM10,059$26.2 萬<0.1%+116+1.2%加碼歷史
BPBP PLCADR7,472$26.4 萬<0.1%+311+4.3%加碼歷史
GALTGalectin Therapeutics IncCOM NEW183,862$26.5 萬<0.1%00.0%不變歷史
BABAAlibaba Group Holding LtdADR3,178$26.5 萬<0.1%−2,660−45.6%減碼歷史
AWKAmerican Water Works Company, Inc.Stock1,861$26.6 萬<0.1%−106−5.4%減碼歷史
CMGChipotle Mexican Grill IncCOM125$26.7 萬<0.1%+125新進歷史
iShares Tr464288760US AER DEF ETF2,296$26.8 萬<0.1%+3+0.1%加碼–
LFMDLifeMD, Inc.COM61,664$26.8 萬<0.1%00.0%不變歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF3,625$26.9 萬<0.1%−68−1.8%減碼–
iShares Tr464287291GLOBAL TECH ETF4,345$27.0 萬<0.1%−14−0.3%減碼–
GAPGap IncCOM31,200$27.9 萬<0.1%+15,990+105.1%加碼歷史
COPConocoPhillipsStock2,698$28.0 萬<0.1%−2,581−48.9%減碼歷史
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF11,545$28.1 萬<0.1%+11,545新進–
ISRGIntuitive Surgical IncCOM NEW836$28.6 萬<0.1%+836新進歷史
IEPIcahn Enterprises L.P.DEPOSITARY UNIT9,858$28.6 萬<0.1%00.0%不變歷史
Vanguard World FD921910816MEGA GRWTH IND1,220$28.7 萬<0.1%+1,220新進–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF2,958$29.5 萬<0.1%+2,958新進–
iShares Tr464287754US INDUSTRIALS2,792$29.6 萬<0.1%00.0%不變–
MPCMarathon Petroleum CorpStock2,543$29.7 萬<0.1%+56+2.3%加碼歷史

2023 年第 1 季之後清倉（18 檔）

2023 年第 1 季季末還持有、這份申報已經沒有的部位。

Wealthspire Advisors, LLC 在 2023 年第 1 季之後清倉的部位
證券類別2023 年第 1 季股數2023 年第 1 季市值2023 年第 1 季佔組合 %紀錄
UALUnited Airlines Holdings, Inc.COM22,830$101.0 萬<0.1%歷史
ABBNYABB LtdSPONSORED ADR27,194$93.3 萬<0.1%歷史
DALDelta Air Lines, Inc.COM NEW24,518$85.6 萬<0.1%歷史
OSHOak Street Health, Inc.COM10,000$38.7 萬<0.1%歷史
KMIKinder Morgan, Inc.Stock20,147$35.3 萬<0.1%歷史
AALAmerican Airlines Group Inc.Stock22,576$33.3 萬<0.1%歷史
Strategy Shares Nasdaq 7HANDL Index ETF86280R506ETF15,810$32.0 萬<0.1%–
iShares Tr464288588MBS ETF3,171$30.0 萬<0.1%–
MUMicron Technology IncStock4,886$29.5 萬<0.1%歷史
ABAlliancebernstein Holding L.P.UNIT LTD PARTN6,813$24.9 萬<0.1%歷史
iShares MSCI Acwi Ex U.S. ETF464288240ETF5,062$24.7 萬<0.1%–
NNNNNN REIT, Inc.REIT5,205$23.0 萬<0.1%歷史
HUMHumana IncStock454$22.0 萬<0.1%歷史
BSXBoston Scientific CorpStock4,033$20.2 萬<0.1%歷史
MAPSWM Technology, Inc.COM25,200$2.14 萬<0.1%歷史
MLMoneylion Inc.CL A21,300$1.21 萬<0.1%歷史
Credit Suisse Group225401108SPONSORED ADR10,000$8,898<0.1%–
ATIPATI Physical Therapy, Inc.COM CL A33,286$8,462<0.1%歷史