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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
SLFSun Life Financial IncCOM5,704$29.7 萬<0.1%−566−9.0%減碼歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF3,783$29.9 萬<0.1%−523−12.1%減碼–
AMPAmeriprise Financial IncCOM906$30.1 萬<0.1%−13−1.4%減碼歷史
ATROAstronics CorpCOM15,266$30.3 萬<0.1%00.0%不變歷史
ONOn Semiconductor CorpStock3,209$30.4 萬<0.1%−154−4.6%減碼歷史
UEUrban Edge PropertiesCOM20,100$31.0 萬<0.1%−20.0%減碼歷史
CICigna GroupStock1,120$31.4 萬<0.1%−701−38.5%減碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM442$31.8 萬<0.1%+194+78.2%加碼歷史
IPGInterpublic Group of Companies, Inc.COM8,268$31.9 萬<0.1%−129−1.5%減碼歷史
CIIBlackRock Enhanced Large Cap Core Fund, Inc.COM17,250$31.9 萬<0.1%00.0%不變歷史
iShares Tr46432F388MSCI USA VALUE3,421$32.1 萬<0.1%+3,421新進–
DINOHF Sinclair CorpCOM7,334$32.7 萬<0.1%00.0%不變歷史
STMSTMicroelectronics N.V.NY REGISTRY6,618$33.1 萬<0.1%+6,618新進歷史
FDXFedEx CorpStock1,338$33.2 萬<0.1%−27−2.0%減碼歷史
ORLYO Reilly Automotive IncStock349$33.3 萬<0.1%−15−4.1%減碼歷史
CHDChurch & Dwight Co IncCOM3,335$33.4 萬<0.1%−86−2.5%減碼歷史
LUVSouthwest Airlines CoCOM9,432$34.2 萬<0.1%00.0%不變歷史
FANGDiamondback Energy, Inc.Stock2,624$34.5 萬<0.1%+2,624新進歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF4,663$34.7 萬<0.1%−33−0.7%減碼–
SLViShares Silver TrustETF16,594$34.7 萬<0.1%+2,600+18.6%加碼歷史
GDGeneral Dynamics CorpStock1,611$34.7 萬<0.1%+29+1.8%加碼歷史
JBGSJBG Smith PropertiesCOM23,098$34.7 萬<0.1%+23,098新進歷史
PTRSPartners BancorpCOM56,146$34.8 萬<0.1%00.0%不變歷史
ESEversource EnergyStock4,937$35.0 萬<0.1%−21−0.4%減碼歷史
VMIValmont Industries IncCOM1,205$35.1 萬<0.1%+1,205新進歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF2,146$35.1 萬<0.1%−482−18.3%減碼–
AMEAmetek IncCOM2,171$35.1 萬<0.1%+2,171新進歷史
DFSDiscover Financial ServicesCOM3,022$35.3 萬<0.1%−20−0.7%減碼歷史
BKNGBooking Holdings Inc.Stock131$35.4 萬<0.1%+7+5.6%加碼歷史
GEHCGE HealthCare Technologies Inc.Stock4,389$35.7 萬<0.1%−352−7.4%減碼歷史
VSECVse CorpCOM6,525$35.7 萬<0.1%00.0%不變歷史
MGEEMge Energy IncCOM4,511$35.7 萬<0.1%00.0%不變歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF2,059$35.8 萬<0.1%+60+3.0%加碼–
AMTAmerican Tower CorpREIT1,864$36.2 萬<0.1%−48−2.5%減碼歷史
MCKMcKesson CorpStock848$36.2 萬<0.1%+848新進歷史
LBRDKLiberty Broadband CorpCOM SER C4,528$36.3 萬<0.1%−613−11.9%減碼歷史
LLoews CorpCOM6,146$36.5 萬<0.1%−10.0%減碼歷史
TRVTravelers Companies, Inc.Stock2,130$37.0 萬<0.1%+41+2.0%加碼歷史
PHParker-Hannifin CorpStock951$37.1 萬<0.1%+52+5.8%加碼歷史
iShares Tr464287762US HLTHCARE ETF1,327$37.2 萬<0.1%+42+3.3%加碼–
ABNBAirbnb, Inc.Stock2,904$37.2 萬<0.1%+2,904新進歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW5,309$37.6 萬<0.1%00.0%不變–
DVNDevon Energy CorpStock7,814$37.8 萬<0.1%+466+6.3%加碼歷史
DDSDillard's, Inc.CL A1,180$38.5 萬<0.1%00.0%不變歷史
CTASCintas CorpStock776$38.6 萬<0.1%00.0%不變歷史
LNTAlliant Energy CorpStock7,352$38.6 萬<0.1%−8−0.1%減碼歷史
VMCVulcan Materials COCOM1,729$39.0 萬<0.1%+11+0.6%加碼歷史
iShares Tr46434V274INTL EQTY FACTOR14,587$39.1 萬<0.1%+141+1.0%加碼–
CDNSCadence Design Systems IncStock1,687$39.6 萬<0.1%+1,687新進歷史
SRESempraStock2,724$39.7 萬<0.1%−9−0.3%減碼歷史
BNYBank of New York Mellon CorpStock8,924$39.7 萬<0.1%+397+4.7%加碼歷史
WisdomTree Tr97717W570US MIDCAP FUND7,576$40.1 萬<0.1%−113−1.5%減碼–
FCXFreeport-McMoran IncStock10,076$40.3 萬<0.1%−713−6.6%減碼歷史
SHWSherwin Williams CoCOM1,518$40.3 萬<0.1%+92+6.5%加碼歷史
OTISOtis Worldwide CorpStock4,533$40.3 萬<0.1%−18−0.4%減碼歷史
Invesco Exch TRD SLF Idx FD46138J833BULSHS 2024 HY18,040$40.6 萬<0.1%00.0%不變–
BDJBlackRock Enhanced Equity Dividend TrustCOM48,787$40.7 萬<0.1%00.0%不變歷史
BHRBBurke & Herbert Financial Services Corp.COM6,419$41.2 萬<0.1%+6,419新進歷史
Global X Lithium & Battery Tech ETF37954Y855ETF6,365$41.4 萬<0.1%−30.0%減碼–
UTGReaves Utility Income FundCOM SH BEN INT15,162$41.6 萬<0.1%−9,035−37.3%減碼歷史
ENXEaton Vance New York Municipal Bond FundCOM44,535$41.9 萬<0.1%+12,500+39.0%加碼歷史
WYWeyerhaeuser CoCOM NEW12,517$41.9 萬<0.1%−32−0.3%減碼歷史
ULTAUlta Beauty, Inc.Stock893$42.0 萬<0.1%+893新進歷史
Vanguard Intermediate-Term Bond ETF921937819ETF5,629$42.4 萬<0.1%−165−2.8%減碼–
GSGoldman Sachs Group IncStock1,322$42.6 萬<0.1%+203+18.1%加碼歷史
URIUnited Rentals, Inc.COM959$42.7 萬<0.1%+419+77.6%加碼歷史
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ8,263$42.9 萬<0.1%−2,791−25.2%減碼–
FLEXFlex Ltd.Stock15,578$43.1 萬<0.1%+15,578新進歷史
CARRCarrier Global CorpStock8,675$43.1 萬<0.1%−421−4.6%減碼歷史
CBChubb LtdStock2,252$43.4 萬<0.1%−162−6.7%減碼歷史
WFCWells Fargo & CompanyStock10,273$43.8 萬<0.1%+789+8.3%加碼歷史
ZIMVZimVie Inc.Stock39,072$43.9 萬<0.1%−60.0%減碼歷史
INTUIntuit Inc.Stock968$44.4 萬<0.1%+42+4.5%加碼歷史
TXNTexas Instruments IncStock2,483$44.7 萬<0.1%+86+3.6%加碼歷史
ICUIIcu Medical IncCOM2,509$44.7 萬<0.1%00.0%不變歷史
MLMMartin Marietta Materials IncCOM971$44.8 萬<0.1%+204+26.6%加碼歷史
PBProsperity Bancshares IncCOM8,000$45.2 萬<0.1%+3,000+60.0%加碼歷史
OSKOshkosh CorpCOM5,222$45.2 萬<0.1%−47−0.9%減碼歷史
TTTrane Technologies plcSHS2,367$45.3 萬<0.1%−8−0.3%減碼歷史
iShares Inc464286681MSCI EQUAL WEITE5,789$45.6 萬<0.1%00.0%不變–
FTNTFortinet, Inc.Stock6,058$45.8 萬<0.1%−260−4.1%減碼歷史
Vanguard Energy ETF92204A306ETF4,079$46.1 萬<0.1%−84−2.0%減碼–
IPInternational Paper CoCOM14,520$46.2 萬<0.1%−1,079−6.9%減碼歷史
iShares Tr46435G516ESG AW MSCI EAFE6,344$46.3 萬<0.1%+191+3.1%加碼–
BWABorgwarner IncCOM9,484$46.4 萬<0.1%+28+0.3%加碼歷史
KEYSKeysight Technologies, Inc.Stock2,785$46.6 萬<0.1%+2,785新進歷史
FRTFederal Realty Investment TrustSH BEN INT NEW4,856$47.1 萬<0.1%−20.0%減碼歷史
METMetlife IncStock8,548$48.3 萬<0.1%−151−1.7%減碼歷史
SPDR Series Trust78464A292ST STR PFD ETF14,574$48.8 萬<0.1%+233+1.6%加碼–
iShares Tips Bond ETF464287176ETF4,571$49.2 萬<0.1%−3,487−43.3%減碼–
UGIUgi CorpStock18,303$49.4 萬<0.1%00.0%不變歷史
MELIMercadolibre IncCOM421$49.9 萬<0.1%+1+0.2%加碼歷史
ETF Ser Solutions26922A289DEFIANCE CONNECT14,857$50.0 萬<0.1%+23+0.2%加碼–
COINCoinbase Global, Inc.COM CL A7,005$50.1 萬<0.1%+7,005新進歷史
AZNAstraZeneca PLCSPONSORED ADR7,041$50.4 萬<0.1%+7,041新進歷史
MTBM&T Bank CorpCOM4,077$50.5 萬<0.1%−302−6.9%減碼歷史
LPXLouisiana-Pacific CorpCOM6,760$50.7 萬<0.1%+20+0.3%加碼歷史
Global X FDS37960A669SUPERDIVIDEND22,500$50.8 萬<0.1%00.0%不變–
iShares Tr464288687PFD AND INCM SEC16,470$50.9 萬<0.1%00.0%不變–
VICRVicor CorpCOM9,437$51.0 萬<0.1%00.0%不變歷史

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