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Livermore
Livermore
中文EN

Wealthspire Advisors, LLC

SEC CIK
0001646247
最新申報
2026/8/11

2024 年第 2 季持倉

持倉截至 2024/6/30，2024/8/8 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。

機構總覽
持股檔數
663
較 2024 年第 1 季 +22
總值
$78.1 億
較 2024 年第 1 季 +$3.11 億 (+4.2%)
申報日
2024/8/8
SEC
Wealthspire Advisors, LLC 在 2024 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
AMTAmerican Tower CorpREIT1,378$26.8 萬<0.1%−92−6.3%減碼歷史
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD6,263$27.0 萬<0.1%−3,096−33.1%減碼–
iShares Tr464287861EUROPE ETF4,925$27.0 萬<0.1%+109+2.3%加碼–
UBSIUnited Bankshares IncCOM8,299$27.0 萬<0.1%+98+1.2%加碼歷史
CARRCarrier Global CorpStock4,312$27.2 萬<0.1%−4,346−50.2%減碼歷史
iShares Tr464287697U.S. UTILITS ETF3,095$27.2 萬<0.1%−28−0.9%減碼–
WRKWestRock CoCOM5,500$27.6 萬<0.1%−2,959−35.0%減碼歷史
AWKAmerican Water Works Company, Inc.Stock2,142$27.7 萬<0.1%+451+26.7%加碼歷史
BWGBrandywineGLOBAL-Global Income Opportunities Fund IncCOM34,000$28.1 萬<0.1%+34,000新進歷史
BLDRBuilders FirstSource, Inc.Stock2,031$28.1 萬<0.1%+90+4.6%加碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF1,666$28.4 萬<0.1%+29+1.8%加碼–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF11,545$28.7 萬<0.1%00.0%不變–
ITGartner IncCOM640$28.7 萬<0.1%+157+32.5%加碼歷史
GLWCorning IncCOM7,432$28.9 萬<0.1%+1,187+19.0%加碼歷史
GWWW.W. Grainger, Inc.Stock321$29.0 萬<0.1%−3−0.9%減碼歷史
Global X FDS37954Y483NASDAQ 100 COVER16,412$29.0 萬<0.1%+412+2.6%加碼–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF7,719$29.3 萬<0.1%+323+4.4%加碼–
BSXBoston Scientific CorpStock3,826$29.5 萬<0.1%+80+2.1%加碼歷史
VRTXVertex Pharmaceuticals IncStock633$29.7 萬<0.1%−108−14.6%減碼歷史
ICUIIcu Medical IncCOM2,500$29.7 萬<0.1%00.0%不變歷史
Vanguard Communication Services ETF92204A884ETF2,151$29.7 萬<0.1%+2,151新進–
PEGPublic Service Enterprise Group IncCOM4,043$29.8 萬<0.1%+4,043新進歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX3,636$29.8 萬<0.1%+105+3.0%加碼–
SPGIS&P Global Inc.Stock672$30.0 萬<0.1%+117+21.1%加碼歷史
PRUPrudential Financial IncStock2,563$30.0 萬<0.1%−55−2.1%減碼歷史
DHIHorton D R IncCOM2,151$30.3 萬<0.1%+135+6.7%加碼歷史
KMXCarMax IncCOM4,156$30.5 萬<0.1%−44−1.0%減碼歷史
ECORelectroCore, Inc.COM NEW47,498$30.5 萬<0.1%00.0%不變歷史
ATROAstronics CorpCOM15,266$30.6 萬<0.1%00.0%不變歷史
BHRBBurke & Herbert Financial Services Corp.COM5,999$30.6 萬<0.1%−622−9.4%減碼歷史
MRNAModerna, Inc.Stock2,605$30.9 萬<0.1%−120−4.4%減碼歷史
AUIDauthID Inc.COM29,867$31.0 萬<0.1%00.0%不變歷史
CNPCenterpoint Energy IncCOM10,185$31.6 萬<0.1%+2,538+33.2%加碼歷史
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ5,742$31.7 萬<0.1%−156−2.6%減碼–
CHDChurch & Dwight Co IncCOM3,066$31.8 萬<0.1%−193−5.9%減碼歷史
APHAmphenol CorpCL A4,740$31.9 萬<0.1%−500−9.5%減碼依 2 比 1 拆股換算歷史
RCLRoyal Caribbean Cruises LtdCOM2,003$31.9 萬<0.1%+259+14.9%加碼歷史
FISFidelity National Information Services, Inc.Stock4,247$32.0 萬<0.1%−250−5.6%減碼歷史
FWONKLiberty Media CorpCOM LBTY ONE S C4,466$32.1 萬<0.1%−47−1.0%減碼歷史
PSAPublic StorageCOM1,116$32.1 萬<0.1%+220+24.6%加碼歷史
DELLDell Technologies Inc.Stock2,341$32.3 萬<0.1%−201−7.9%減碼歷史
CTVACorteva, Inc.Stock6,002$32.4 萬<0.1%+21+0.4%加碼歷史
MUMicron Technology IncStock2,483$32.7 萬<0.1%+471+23.4%加碼歷史
SONSonoco Products CoCOM6,523$33.1 萬<0.1%−3,647−35.9%減碼歷史
Paramount Global92556H206CL B31,894$33.1 萬<0.1%−442−1.4%減碼–
NVSNovartis AGADR3,118$33.2 萬<0.1%−27−0.9%減碼歷史
BMRCBank of Marin BancorpCOM20,525$33.2 萬<0.1%00.0%不變歷史
iShares Tr464287754US INDUSTRIALS2,792$33.3 萬<0.1%00.0%不變–
WYWeyerhaeuser CoCOM NEW11,844$33.6 萬<0.1%+10.0%加碼歷史
DDDuPont de Nemours, Inc.COM4,179$33.6 萬<0.1%−297−6.6%減碼歷史
MSIMotorola Solutions, Inc.Stock874$33.7 萬<0.1%+55+6.7%加碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF4,412$33.8 萬<0.1%−398−8.3%減碼–
VMCVulcan Materials COCOM1,361$33.8 萬<0.1%−32−2.3%減碼歷史
iShares Tr464287549EXPND TEC SC ETF3,600$34.0 萬<0.1%00.0%不變–
SLViShares Silver TrustETF12,826$34.1 萬<0.1%−4,175−24.6%減碼歷史
SRESempraStock4,491$34.2 萬<0.1%−241−5.1%減碼歷史
AZNAstraZeneca PLCSPONSORED ADR4,409$34.4 萬<0.1%−526−10.7%減碼歷史
CIIBlackRock Enhanced Large Cap Core Fund, Inc.COM17,250$34.5 萬<0.1%00.0%不變歷史
iShares Tr464287291GLOBAL TECH ETF4,165$34.5 萬<0.1%−99−2.3%減碼–
Dimensional ETF Trust25434V724US MKTWIDE VALUE8,945$35.1 萬<0.1%+8,945新進–
CDNSCadence Design Systems IncStock1,146$35.3 萬<0.1%−16−1.4%減碼歷史
KVYOKlaviyo, Inc.COM SER A14,285$35.6 萬<0.1%00.0%不變歷史
ROPRoper Technologies IncStock631$35.6 萬<0.1%−64−9.2%減碼歷史
DOCUDocuSign, Inc.Stock6,670$35.7 萬<0.1%+6,670新進歷史
MGEEMge Energy IncCOM4,802$35.9 萬<0.1%+11+0.2%加碼歷史
ETREntergy CorpCOM3,375$36.1 萬<0.1%−88−2.5%減碼歷史
Invesco Exchange Traded FD T46137V597RAFI US 15009,476$36.1 萬<0.1%+4,182+79.0%加碼–
ARK Innovation ETF00214Q104ETF8,225$36.1 萬<0.1%+1,730+26.6%加碼–
CAHCardinal Health IncStock3,680$36.2 萬<0.1%−42−1.1%減碼歷史
ESEversource EnergyStock6,392$36.2 萬<0.1%+780+13.9%加碼歷史
LHXL3HARRIS Technologies, Inc.Stock1,621$36.4 萬<0.1%+169+11.6%加碼歷史
MTRNMATERION CorpCOM3,399$36.8 萬<0.1%−242−6.6%減碼歷史
RSReliance, Inc.COM1,290$36.8 萬<0.1%+1,290新進歷史
STGWStagwell IncCOM CL A54,232$37.0 萬<0.1%−20,000−26.9%減碼歷史
ONTOOnto Innovation Inc.COM1,690$37.1 萬<0.1%−566−25.1%減碼歷史
DCIDonaldson Co IncStock5,212$37.3 萬<0.1%+106+2.1%加碼歷史
CLColgate Palmolive CoStock3,853$37.4 萬<0.1%+111+3.0%加碼歷史
CFGCitizens Financial Group IncCOM10,416$37.5 萬<0.1%−451−4.2%減碼歷史
MUSAMurphy USA Inc.COM807$37.9 萬<0.1%00.0%不變歷史
ICEIntercontinental Exchange, Inc.Stock2,768$37.9 萬<0.1%−62−2.2%減碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF5,606$38.2 萬<0.1%−114−2.0%減碼–
KRKroger CoStock7,661$38.3 萬<0.1%+461+6.4%加碼歷史
CTASCintas CorpStock547$38.3 萬<0.1%+82+17.6%加碼歷史
iShares Tr464287796U.S. ENERGY ETF7,992$38.4 萬<0.1%−412−4.9%減碼–
FTNTFortinet, Inc.Stock6,393$38.5 萬<0.1%−154−2.4%減碼歷史
URIUnited Rentals, Inc.COM599$38.7 萬<0.1%−23−3.7%減碼歷史
iShares Tr46434V274INTL EQTY FACTOR13,292$38.9 萬<0.1%+145+1.1%加碼–
DDominion Energy, IncStock7,961$39.0 萬<0.1%+497+6.7%加碼歷史
LNKBLINKBANCORP, Inc.COMMON STOCK64,566$39.5 萬<0.1%00.0%不變歷史
BDJBlackRock Enhanced Equity Dividend TrustCOM48,787$39.9 萬<0.1%00.0%不變歷史
DINOHF Sinclair CorpCOM7,474$39.9 萬<0.1%+558+8.1%加碼歷史
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW6,208$40.3 萬<0.1%−1,541−19.9%減碼–
GEHCGE HealthCare Technologies Inc.Stock5,225$40.7 萬<0.1%−148−2.8%減碼歷史
NXPINXP Semiconductors N.V.COM1,530$41.2 萬<0.1%+60+4.1%加碼歷史
BPBP PLCADR11,423$41.2 萬<0.1%+1,033+9.9%加碼歷史
MFCManulife Financial CorpCOM15,557$41.4 萬<0.1%00.0%不變歷史
Abrdn ETFs003261104BBRG ALL COMD K120,429$41.5 萬<0.1%00.0%不變–
WisdomTree Tr97717W570US MIDCAP FUND7,195$41.6 萬<0.1%00.0%不變–
ADSKAutodesk, Inc.COM1,681$41.6 萬<0.1%+29+1.8%加碼歷史
BKNGBooking Holdings Inc.Stock105$41.6 萬<0.1%−7−6.3%減碼歷史

2024 年第 1 季之後清倉（34 檔）

2024 年第 1 季季末還持有、這份申報已經沒有的部位。

Wealthspire Advisors, LLC 在 2024 年第 1 季之後清倉的部位
證券類別2024 年第 1 季股數2024 年第 1 季市值2024 年第 1 季佔組合 %紀錄
First Tr Energy Infrastrctr33738C103COM858,102$1,558 萬0.2%–
iShares Tr464289875CORE 40 MODE ETF126,992$543.3 萬0.1%–
STCNSteel Connect LLCCOM315,226$299.1 萬<0.1%歷史
AUBAtlantic Union Bankshares CorpCOM44,848$158.4 萬<0.1%歷史
RKTRocket Companies, Inc.Stock75,161$109.4 萬<0.1%歷史
LFMDLifeMD, Inc.COM61,664$63.4 萬<0.1%歷史
EGBNEagle Bancorp IncCOM26,806$63.0 萬<0.1%歷史
ProShares Tr74347X831ULTRAPRO QQQ10,109$62.2 萬<0.1%–
MCOMoodys CorpStock1,393$54.8 萬<0.1%歷史
BAXBaxter International IncStock6,927$29.6 萬<0.1%歷史
MNSTMonster Beverage CorpCOM4,870$28.9 萬<0.1%歷史
UTGReaves Utility Income FundCOM SH BEN INT9,963$26.9 萬<0.1%歷史
SLBSLB LimitedStock4,525$24.8 萬<0.1%歷史
LECOLincoln Electric Holdings IncCOM920$23.5 萬<0.1%歷史
iShares U.S. Medical Devices ETF464288810ETF3,906$22.9 萬<0.1%–
iShares Tr464287739U.S. REAL ES ETF2,497$22.4 萬<0.1%–
CWENClearway Energy, Inc.CL C9,641$22.2 萬<0.1%歷史
SWKStanley Black & Decker, Inc.COM2,245$22.0 萬<0.1%歷史
AMEAmetek IncCOM1,187$21.7 萬<0.1%歷史
Liberty Media Corp531229789Stock7,298$21.7 萬<0.1%–
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF5,061$21.7 萬<0.1%–
LDOSLeidos Holdings, Inc.COM1,623$21.3 萬<0.1%歷史
NNYNuveen New York Municipal Value FundCOM25,500$21.2 萬<0.1%歷史
GMGeneral Motors CoCOM4,627$21.0 萬<0.1%歷史
CZRCaesars Entertainment, Inc.COM4,736$20.7 萬<0.1%歷史
LENLennar CorpCL A1,201$20.7 萬<0.1%歷史
FNFFidelity National Financial, Inc.COM SHS3,857$20.5 萬<0.1%歷史
MSTRStrategy IncStock119$20.3 萬<0.1%歷史
ENPHEnphase Energy, Inc.Stock1,675$20.3 萬<0.1%歷史
ZZillow Group, Inc.CL C CAP STK4,127$20.1 萬<0.1%歷史
CCLCarnival Corp Ltd.UNIT 99/99/999910,778$17.6 萬<0.1%歷史
ACHRArcher Aviation Inc.Stock36,393$16.8 萬<0.1%歷史
UPWheels Up Experience Inc.COM CL A11,879$3.41 萬<0.1%歷史
BKKTBakkt, Inc.COM CL A15,222$7,000<0.1%歷史