Wealthcare Advisory Partners LLC 13F 持仓 · 2026年Q2
Wealthcare Advisory Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,084 只证券，申报市值合计 52.74 亿美元。前几大持仓：SPYM（7.32%）、SPTM（4.32%）、VTI（2.80%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $385.9M | 7.32% | 4.4M | 减持 |
| 2 | SPTM | SPDR SERIES TRUST | $227.7M | 4.32% | 2.5M | 减持 |
| 3 | VTI | VANGUARD INDEX FDS | $147.4M | 2.80% | 398,442 | 减持 |
| 4 | STIP | ISHARES TR | $135.1M | 2.56% | 1.3M | 增持 |
| 5 | SPSM | SPDR SERIES TRUST | $102.4M | 1.94% | 1.8M | 增持 |
| 6 | IEF | ISHARES TR | $95.4M | 1.81% | 1.0M | 减持 |
| 7 | SPMD | SPDR SERIES TRUST | $83.1M | 1.58% | 1.2M | 增持 |
| 8 | SPAB | SPDR SERIES TRUST | $81.8M | 1.55% | 3.2M | 增持 |
| 9 | NVDA | NVIDIA CORPORATION | $75.7M | 1.44% | 378,479 | 减持 |
| 10 | SPDW | SPDR INDEX SHS FDS | $71.5M | 1.36% | 1.4M | 增持 |
| 11 | FBND | FIDELITY MERRIMACK STR TR | $71.2M | 1.35% | 1.6M | 增持 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $65.1M | 1.24% | 87,230 | 减持 |
| 13 | VYM | VANGUARD WHITEHALL FDS | $63.5M | 1.20% | 401,762 | 增持 |
| 14 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $62.1M | 1.18% | 1.3M | 减持 |
| 15 | MUB | ISHARES TR | $62.0M | 1.18% | 576,272 | 增持 |
| 16 | NTSX | WISDOMTREE TR | $60.9M | 1.16% | 1.0M | 增持 |
| 17 | VOO | VANGUARD INDEX FDS | $59.7M | 1.13% | 86,985 | 减持 |
| 18 | AAPL | APPLE INC | $57.4M | 1.09% | 198,490 | 减持 |
| 19 | SCHP | SCHWAB STRATEGIC TR | $55.4M | 1.05% | 2.1M | 增持 |
| 20 | QQQ | INVESCO QQQ TR | $53.8M | 1.02% | 73,003 | 减持 |
| 21 | IVV | ISHARES TR | $45.2M | 0.86% | 60,420 | 减持 |
| 22 | DBEF | DBX ETF TR | $44.6M | 0.85% | 816,607 | 增持 |
| 23 | AGG | ISHARES TR | $43.8M | 0.83% | 442,103 | 增持 |
| 24 | DFAC | DIMENSIONAL ETF TRUST | $41.1M | 0.78% | 925,525 | 减持 |
| 25 | FSEP | FIRST TR EXCHNG TRADED FD VI | $40.9M | 0.77% | 741,908 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR