Wealthcare Capital Partners, LLC 13F 持仓 · 2026年Q2
Wealthcare Capital Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 179 只证券，申报市值合计 2.42 亿美元。前几大持仓：USFR（13.47%）、VTI（10.36%）、SPYM（5.46%）。本季前 25 大持仓中：增持 19 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | $32.6M | 13.47% | 647,400 | 减持 |
| 2 | VTI | VANGUARD INDEX FDS | $25.1M | 10.36% | 67,736 | 减持 |
| 3 | SPYM | SPDR SERIES TRUST | $13.2M | 5.46% | 150,263 | 增持 |
| 4 | VYM | VANGUARD WHITEHALL FDS | $9.6M | 3.98% | 60,963 | 增持 |
| 5 | SCHP | SCHWAB STRATEGIC TR | $6.8M | 2.81% | 256,955 | 增持 |
| 6 | STIP | ISHARES TR | $6.0M | 2.49% | 58,981 | 增持 |
| 7 | AGG | ISHARES TR | $4.9M | 2.01% | 49,180 | 增持 |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $4.2M | 1.73% | 50,016 | 增持 |
| 9 | IEF | ISHARES TR | $4.0M | 1.63% | 41,803 | 增持 |
| 10 | AAPL | APPLE INC | $3.8M | 1.57% | 13,171 | 增持 |
| 11 | SPSM | SPDR SERIES TRUST | $3.7M | 1.55% | 64,971 | 增持 |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.5M | 1.45% | 7,001 | 持平 |
| 13 | SPMD | SPDR SERIES TRUST | $3.4M | 1.40% | 49,981 | 增持 |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | $2.8M | 1.17% | 12,003 | 增持 |
| 15 | MGV | VANGUARD WORLD FD | $2.8M | 1.14% | 16,915 | 减持 |
| 16 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $2.5M | 1.04% | 51,296 | 增持 |
| 17 | XT | ISHARES TR | $2.4M | 0.99% | 29,056 | 减持 |
| 18 | DTH | WISDOMTREE TR | $2.3M | 0.96% | 42,872 | 增持 |
| 19 | NVDA | NVIDIA CORPORATION | $2.2M | 0.92% | 11,187 | 增持 |
| 20 | USRT | ISHARES TR | $2.1M | 0.88% | 31,994 | 增持 |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $2.1M | 0.87% | 29,625 | 减持 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $2.1M | 0.86% | 2,799 | 增持 |
| 23 | DON | WISDOMTREE TR | $2.0M | 0.83% | 35,465 | 增持 |
| 24 | IGE | ISHARES TR | $2.0M | 0.83% | 35,583 | 增持 |
| 25 | QQQ | INVESCO QQQ TR | $1.9M | 0.79% | 2,596 | 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