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Wealthspire Advisors, LLC

SEC CIK
0001646247
最新申報
2026/8/11

2026 年第 1 季持倉

持倉截至 2026/3/31,2026/5/1 申報。只含多頭部位,變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
932
較 2025 年第 4 季 −99
總值
$127.3 億
較 2025 年第 4 季 +$1.68 億 (+1.3%)
申報日
2026/5/1
SEC
Wealthspire Advisors, LLC 在 2026 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Core S&P 500 ETF464287200ETF2,669,963$17.4 億13.7%+6,171+0.2%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF14,562,701$9.33 億7.3%+980,768+7.2%加碼–
Vanguard S&P 500 ETF922908363ETF1,130,127$6.75 億5.3%−26,835−2.3%減碼–
iShares Core S&P Mid-Cap ETF464287507ETF7,709,430$5.21 億4.1%+66,478+0.9%加碼–
Vanguard Star FDS921909768VG TL INTL STK F6,334,962$4.88 億3.8%+451,674+7.7%加碼–
Schwab US Dividend Equity ETF808524797ETF13,311,446$4.08 億3.2%−224,275−1.7%減碼–
AONAon plcCL A984,075$3.18 億2.5%+710,479+259.7%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF963,010$3.09 億2.4%−24,611−2.5%減碼–
Schwab International Equity ETF808524805ETF12,209,080$3.02 億2.4%+1,310,281+12.0%加碼–
Vanguard Morningstar Growth ETF922908736ETF677,349$2.96 億2.3%+77,422+12.9%加碼–
Dimensional U.S. Core Equity 2 ETF25434V708ETF7,504,975$2.92 億2.3%−17,860−0.2%減碼–
SPYSPDR S&P 500 ETF TrustETF441,132$2.87 億2.3%−5,784−1.3%減碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF4,897,422$2.65 億2.1%+186,509+4.0%加碼–
Vanguard Morningstar Large-Cap ETF922908637ETF807,783$2.41 億1.9%+262,452+48.1%加碼–
iShares Core S&P Small Cap ETF464287804ETF1,941,060$2.41 億1.9%+39,083+2.1%加碼–
Vanguard Malvern FDS922020805STRM INFPROIDX4,455,868$2.23 億1.7%+264,405+6.3%加碼–
iShares Tr46434V613CORE UNIVRSL USD4,727,243$2.18 億1.7%+109,429+2.4%加碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF618,508$1.78 億1.4%+16,421+2.7%加碼–
Vanguard Index FDS922908652EXTEND MKT ETF823,550$1.69 億1.3%−11,541−1.4%減碼–
AAPLApple Inc.Stock512,807$1.30 億1.0%−77,757−13.2%減碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF1,687,480$1.18 億0.9%−7,578−0.4%減碼–
Vanguard Morningstar Small-Cap ETF922908751ETF401,536$1.05 億0.8%+2,938+0.7%加碼–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF1,267,763$9,521 萬0.7%+48,285+4.0%加碼–
CMECME Group Inc.COM316,090$9,336 萬0.7%+89,409+39.4%加碼歷史
iShares Tr46434V860TRS FLT RT BD1,792,834$9,077 萬0.7%+68,398+4.0%加碼–
First Tr Exchange-Traded FD33738D101NO AMER ENERGY2,048,764$8,945 萬0.7%−116,255−5.4%減碼–
MSFTMicrosoft CorpStock237,664$8,798 萬0.7%−45,617−16.1%減碼歷史
Dimensional Emerging Core Equity Market ETF25434V302ETF2,436,299$8,249 萬0.6%−118,313−4.6%減碼–
Dimensional ETF Trust25434V203INTL CORE EQT MK1,991,210$7,758 萬0.6%−56,302−2.7%減碼–
GOOGAlphabet Inc.Stock264,982$7,601 萬0.6%−87,317−24.8%減碼歷史
Dimensional ETF Trust25434V658GLOBAL REAL EST2,755,256$7,323 萬0.6%+12,562+0.5%加碼–
Invesco QQQ Trust Series I46090E103ETF125,640$7,252 萬0.6%−8,017−6.0%減碼–
Schwab U.S. Large-Cap ETF808524201ETF2,822,930$7,238 萬0.6%+6,521+0.2%加碼–
iShares Core MSCI Total International Stock ETF46432F834ETF835,385$7,238 萬0.6%+40,049+5.0%加碼–
iShares Core MSCI Eafe ETF46432F842ETF788,483$7,138 萬0.6%−22,139−2.7%減碼–
iShares Tr46435G250HIGH YLD SYSTM B1,514,236$7,044 萬0.6%+87,247+6.1%加碼–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF204,118$6,169 萬0.5%+632+0.3%加碼–
Morgan Stanley ETF Trust61774R205CALVERT US LARCP769,423$6,160 萬0.5%+9,519+1.3%加碼–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF751,451$5,752 萬0.5%−15,468−2.0%減碼–
Vanguard Morningstar Value ETF922908744ETF292,875$5,746 萬0.5%+3,880+1.3%加碼–
NVDANVIDIA CorpStock317,353$5,535 萬0.4%−78,062−19.7%減碼歷史
Vanguard Total Bond Market ETF921937835ETF749,709$5,521 萬0.4%+22,194+3.1%加碼–
iShares Tr464288414NATIONAL MUN ETF512,469$5,440 萬0.4%−96,641−15.9%減碼–
iShares MSCI Eafe ETF464287465ETF555,277$5,393 萬0.4%+7,701+1.4%加碼–
ProShares Tr74348A467S&P 500 DV ARIST464,941$4,929 萬0.4%−11,027−2.3%減碼–
AMZNAmazon Com IncStock219,404$4,570 萬0.4%−34,976−13.7%減碼歷史
Putnam ETF Trust746729300FOCUSED LAR CAP975,073$4,524 萬0.4%+144,886+17.5%加碼–
Vanguard Morningstar Small-Cap Value ETF922908611ETF205,310$4,460 萬0.4%+7,311+3.7%加碼–
Schwab Emerging Markets Equity ETF808524706ETF1,256,495$4,140 萬0.3%+248,465+24.6%加碼–
iShares Tr46435G268RUSEL 2500 ETF540,334$4,125 萬0.3%+32,749+6.5%加碼–
WisdomTree Tr97717Y527FLOATNG RAT TREA809,798$4,077 萬0.3%−363,938−31.0%減碼–
iShares Russell 1000 Growth ETF464287614ETF94,256$4,019 萬0.3%−9,095−8.8%減碼–
GOOGLAlphabet Inc.Stock134,944$3,880 萬0.3%−26,631−16.5%減碼歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD477,022$3,781 萬0.3%+11,239+2.4%加碼–
ACNAccenture plcStock190,669$3,781 萬0.3%+100,273+110.9%加碼歷史
Dimensional ETF Trust25434V104US CORE EQT MKT814,303$3,674 萬0.3%−10,725−1.3%減碼–
TSLATesla, Inc.Stock92,985$3,457 萬0.3%+34,274+58.4%加碼歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD675,736$3,371 萬0.3%−11,723−1.7%減碼–
Morgan Stanley ETF Trust61774R106CALVE INDEX ETF451,150$3,279 萬0.3%+5,009+1.1%加碼–
CAVACava Group, Inc.COM403,477$3,264 萬0.3%+374,000+1,268.8%加碼歷史
BRK.BBerkshire Hathaway IncStock66,767$3,199 萬0.3%−3,525−5.0%減碼歷史
Fundvantage Tr36087T395POLEN FOCUS GROW1,533,930$3,138 萬0.2%−666,241−30.3%減碼–
iShares Esg Aware US Aggregate Bond ETF46435U549ETF657,769$3,128 萬0.2%−10,933−1.6%減碼–
iShares Tr464288372GLB INFRASTR ETF452,142$3,029 萬0.2%−1,106−0.2%減碼–
iShares Tr464287622RUS 1000 ETF82,761$2,951 萬0.2%−7,557−8.4%減碼–
iShares U.S. Treasury Bond ETF46429B267ETF1,234,565$2,828 萬0.2%−12,844−1.0%減碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT142,778$2,740 萬0.2%+8,709+6.5%加碼–
iShares Russell 2000 ETF464287655ETF96,353$2,390 萬0.2%−1,048−1.1%減碼–
iShares Tr46436E858IBONDS 26 TRM TS1,024,244$2,347 萬0.2%+868,197+556.4%加碼–
XOMExxonMobil Holdings CorpCOM134,584$2,283 萬0.2%−23,290−14.8%減碼歷史
Vanguard Total World Stock ETF922042742ETF160,105$2,215 萬0.2%+1,870+1.2%加碼–
BZHBeazer Homes USA IncCOM NEW1,117,138$2,149 萬0.2%+1,117,138新進歷史
JNJJohnson & JohnsonStock86,373$2,111 萬0.2%−8,079−8.6%減碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF136,948$2,028 萬0.2%+4,862+3.7%加碼–
Vanguard Real Estate ETF922908553ETF227,724$2,020 萬0.2%−10,796−4.5%減碼–
iShares Russell Midcap ETF464287499ETF200,994$1,954 萬0.2%−2,095−1.0%減碼–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF105,266$1,940 萬0.2%+17,963+20.6%加碼–
JPMJPMorgan Chase & CoStock63,509$1,868 萬0.1%−32,408−33.8%減碼歷史
GLDSPDR Gold TrustETF43,115$1,855 萬0.1%−11,031−20.4%減碼歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF138,738$1,838 萬0.1%−1,302−0.9%減碼–
iShares Russell Mid-Cap Growth ETF464287481ETF138,416$1,773 萬0.1%−3,187−2.3%減碼–
First Tr Exchng Traded FD VI33740F276FT ENER INCO ETF774,453$1,742 萬0.1%−51,793−6.3%減碼–
iShares Russell 1000 Value ETF464287598ETF78,004$1,667 萬0.1%−2,939−3.6%減碼–
METAMeta Platforms, Inc.Stock28,928$1,655 萬0.1%−19,302−40.0%減碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF83,308$1,598 萬0.1%−3,856−4.4%減碼–
iShares Tr464287689RUSSELL 3000 ETF41,387$1,534 萬0.1%−7,487−15.3%減碼–
iShares Russell 2000 Growth ETF464287648ETF48,736$1,529 萬0.1%−659−1.3%減碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF149,962$1,489 萬0.1%−14,379−8.7%減碼–
iShares Tr464287630RUS 2000 VAL ETF75,947$1,440 萬0.1%−1,533−2.0%減碼–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF55,806$1,436 萬0.1%+3,326+6.3%加碼–
LLYEli Lilly & CoStock15,510$1,427 萬0.1%+2,699+21.1%加碼歷史
COSTCostco Wholesale CorpStock14,161$1,411 萬0.1%−6,274−30.7%減碼歷史
AVGOBroadcom Inc.Stock44,747$1,385 萬0.1%−17,625−28.3%減碼歷史
iShares Core High Dividend ETF46429B663ETF100,702$1,367 萬0.1%+2,290+2.3%加碼–
KOCoca Cola CoStock177,073$1,347 萬0.1%−7,566−4.1%減碼歷史
iShares Tr464287150CORE S&P TTL STK94,090$1,340 萬0.1%−1,223−1.3%減碼–
Vanguard Dividend Appreciation ETF921908844ETF60,209$1,295 萬0.1%+2,462+4.3%加碼–
Schwab US Tips ETF808524870ETF479,071$1,275 萬0.1%+12,912+2.8%加碼–
Dimensional ETF Trust25434V401US EQUI MARK ETF175,413$1,244 萬0.1%+264+0.2%加碼–
iShares Tr46435G243ESG AWRE 1 5 YR492,464$1,234 萬0.1%−14,244−2.8%減碼–

2025 年第 4 季之後清倉(191 檔)

2025 年第 4 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 191 檔。

Wealthspire Advisors, LLC 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
HBANHuntington Bancshares IncCOM374,208$649.3 萬0.1%歷史
EVRGEvergy, Inc.Stock20,877$151.3 萬<0.1%歷史
APPAppLovin CorpCOM CL A1,400$94.3 萬<0.1%歷史
BMOBank of MontrealCOM6,835$88.7 萬<0.1%歷史
SAPSAP SEADR3,079$74.8 萬<0.1%歷史
HCAHCA Healthcare, Inc.COM1,551$72.4 萬<0.1%歷史
Cyberark Software LtdM2682V108SHS1,562$69.7 萬<0.1%–
HWMHowmet Aerospace Inc.Stock3,310$67.9 萬<0.1%歷史
CORCencora, Inc.Stock1,974$66.7 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E719BLOO EN ANGE ETF31,269$58.2 萬<0.1%–
SPOTSpotify Technology S.A.Stock991$57.6 萬<0.1%歷史
SNPSSynopsys IncCOM1,198$56.3 萬<0.1%歷史
DOCUDocuSign, Inc.Stock8,220$56.2 萬<0.1%歷史
RFRegions Financial CorpCOM18,358$49.8 萬<0.1%歷史
PCARPaccar IncCOM4,536$49.7 萬<0.1%歷史
HSBCHSBC Holdings PLCSPON ADR NEW6,302$49.6 萬<0.1%歷史
NRGNRG Energy, Inc.Stock3,073$48.9 萬<0.1%歷史
EXPEExpedia Group, Inc.Stock1,722$48.8 萬<0.1%歷史
UALUnited Airlines Holdings, Inc.COM4,271$47.8 萬<0.1%歷史
CCLCarnival Corp Ltd.UNIT 99/99/999915,545$47.5 萬<0.1%歷史
AIGAmerican International Group, Inc.Stock5,445$46.6 萬<0.1%歷史
PHMPultegroup IncCOM3,930$46.1 萬<0.1%歷史
FITBFifth Third BancorpCOM9,527$44.6 萬<0.1%歷史
FBTCFidelity Wise Origin Bitcoin FundSHS5,668$43.2 萬<0.1%歷史
FCNCAFirst Citizens Bancshares IncCL A199$42.7 萬<0.1%歷史
TPRTapestry, Inc.COM3,342$42.7 萬<0.1%歷史
TOSTToast, Inc.Stock11,985$42.6 萬<0.1%歷史
STTState Street CorpCOM3,248$41.9 萬<0.1%歷史
LDOSLeidos Holdings, Inc.COM2,306$41.6 萬<0.1%歷史
GPCGenuine Parts CoStock3,383$41.6 萬<0.1%歷史
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT8,308$41.5 萬<0.1%–
XELXcel Energy IncStock5,575$41.2 萬<0.1%歷史
DASHDoorDash, Inc.Stock1,813$41.1 萬<0.1%歷史
EBAYeBay IncCOM4,677$40.7 萬<0.1%歷史
UTHRUnited Therapeutics CorpCOM832$40.5 萬<0.1%歷史
iShares Tr464287333GLOBAL FINLS ETF3,308$40.0 萬<0.1%–
BBYBest Buy Co IncStock5,799$38.8 萬<0.1%歷史
RSGRepublic Services, Inc.COM1,819$38.6 萬<0.1%歷史
BRBroadridge Financial Solutions, Inc.Stock1,704$38.0 萬<0.1%歷史
MTZMastec IncCOM1,749$38.0 萬<0.1%歷史
BROBrown & Brown, Inc.Stock4,713$37.6 萬<0.1%歷史
Vanguard Calif Tax Free FDS922021605TAX EXEMPT BD FD3,712$37.2 萬<0.1%–
LLoews CorpCOM3,522$37.1 萬<0.1%歷史
EAElectronic Arts Inc.COM1,812$37.0 萬<0.1%歷史
State Street SPDR S&P Biotech ETF78464A870ETF2,996$36.5 萬<0.1%–
GRMNGarmin LtdSHS1,798$36.5 萬<0.1%歷史
MCOMoodys CorpStock703$35.9 萬<0.1%歷史
IRIngersoll Rand Inc.COM4,441$35.2 萬<0.1%歷史
DDDuPont de Nemours, Inc.COM8,741$35.1 萬<0.1%歷史
AAgilent Technologies, Inc.COM2,569$35.0 萬<0.1%歷史
TMToyota Motor CorpADS1,629$34.9 萬<0.1%歷史
ITTItt Inc.COM1,985$34.4 萬<0.1%歷史
EQIXEquinix IncCOM449$34.4 萬<0.1%歷史
ILMNIllumina, Inc.COM2,613$34.3 萬<0.1%歷史
IQVIQVIA Holdings Inc.Stock1,493$33.7 萬<0.1%歷史
INGING Groep NVSPONSORED ADR11,890$33.3 萬<0.1%歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF8,183$33.0 萬<0.1%–
NUENucor CorpCOM2,022$33.0 萬<0.1%歷史
PKGPackaging Corp of AmericaStock1,593$32.9 萬<0.1%歷史
VRSKVerisk Analytics, Inc.COM1,468$32.8 萬<0.1%歷史
FSLRFirst Solar, Inc.Stock1,251$32.7 萬<0.1%歷史
HPEHewlett Packard Enterprise CoCOM13,560$32.6 萬<0.1%歷史
HIIHuntington Ingalls Industries, Inc.COM943$32.1 萬<0.1%歷史
OTISOtis Worldwide CorpStock3,601$31.5 萬<0.1%歷史
VICIVici Properties Inc.COM11,143$31.3 萬<0.1%歷史
DGDollar General CorpCOM2,344$31.1 萬<0.1%歷史
ZZillow Group, Inc.CL C CAP STK4,460$30.4 萬<0.1%歷史
WWDWoodward, Inc.COM996$30.1 萬<0.1%歷史
HUBBHubbell IncCOM676$30.0 萬<0.1%歷史
STLDSteel Dynamics IncCOM1,768$30.0 萬<0.1%歷史
MFGMizuho Financial Group IncSPONSORED ADR40,629$29.7 萬<0.1%歷史
ONOn Semiconductor CorpStock5,454$29.5 萬<0.1%歷史
INGRIngredion IncCOM2,670$29.4 萬<0.1%歷史
LPLALPL Financial Holdings Inc.COM822$29.4 萬<0.1%歷史
VLTOVeralto CorpStock2,925$29.2 萬<0.1%歷史
ITGartner IncCOM1,150$29.0 萬<0.1%歷史
CBRECbre Group, Inc.CL A1,791$28.8 萬<0.1%歷史
WPMWheaton Precious Metals Corp.COM2,435$28.6 萬<0.1%歷史
HUMHumana IncStock1,115$28.5 萬<0.1%歷史
Invesco Exchange Traded FD T46137V720LEISU ENTMT ETF4,644$28.5 萬<0.1%–
AWIArmstrong World Industries IncCOM1,489$28.5 萬<0.1%歷史
CCKCrown Holdings, Inc.COM2,761$28.4 萬<0.1%歷史
LULUlululemon athletica inc.Stock1,361$28.3 萬<0.1%歷史
CIENCiena CorpCOM NEW1,204$28.2 萬<0.1%歷史
CNPCenterpoint Energy IncCOM7,329$28.1 萬<0.1%歷史
SOLVSolventum CorpStock3,539$28.0 萬<0.1%歷史
BKRBaker Hughes CoCL A6,118$27.9 萬<0.1%歷史
PLXSPlexus CorpCOM1,881$27.7 萬<0.1%歷史
VSTVistra Corp.Stock1,709$27.6 萬<0.1%歷史
MUSAMurphy USA Inc.COM683$27.6 萬<0.1%歷史
SPRYARS Pharmaceuticals, Inc.COM23,650$27.6 萬<0.1%歷史
FIXComfort Systems USA IncCOM294$27.4 萬<0.1%歷史
CRHCRH Public Ltd CoORD2,196$27.4 萬<0.1%歷史
MPWRMonolithic Power Systems, Inc.COM301$27.3 萬<0.1%歷史
SNYSanofiSPONSORED ADR5,624$27.3 萬<0.1%歷史
CINFCincinnati Financial CorpCOM1,667$27.2 萬<0.1%歷史
CTSHCognizant Technology Solutions CorpCL A3,274$27.2 萬<0.1%歷史
BCSBarclays PLCADR10,645$27.1 萬<0.1%歷史
HDBHDFC Bank LtdSPONSORED ADS7,406$27.1 萬<0.1%歷史
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF5,940$27.0 萬<0.1%–