Wealthspire Advisors, LLC 13F 持仓 · 2026年Q2
Wealthspire Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,273 只证券，申报市值合计 181.62 亿美元。前几大持仓：IVV（11.83%）、VEA（6.14%）、VOO（4.37%）。本季前 25 大持仓中：增持 22 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $2.15B | 11.83% | 2.9M | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $1.12B | 6.14% | 15.7M | 增持 |
| 3 | VOO | VANGUARD INDEX FDS | $792.8M | 4.37% | 1.2M | 增持 |
| 4 | IJH | ISHARES TR | $613.9M | 3.38% | 8.0M | 增持 |
| 5 | VXUS | VANGUARD STAR FDS | $551.1M | 3.03% | 6.4M | 增持 |
| 6 | SPYM | SPDR SERIES TRUST | $509.6M | 2.81% | 5.8M | 增持 |
| 7 | VTI | VANGUARD INDEX FDS | $480.8M | 2.65% | 1.3M | 增持 |
| 8 | SCHD | SCHWAB STRATEGIC TR | $430.4M | 2.37% | 13.6M | 增持 |
| 9 | VUG | VANGUARD INDEX FDS | $380.3M | 2.09% | 4.4M | 增持 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $375.3M | 2.07% | 502,627 | 增持 |
| 11 | DFAC | DIMENSIONAL ETF TRUST | $334.9M | 1.84% | 7.5M | 增持 |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $310.3M | 1.71% | 5.2M | 增持 |
| 13 | SCHF | SCHWAB STRATEGIC TR | $303.0M | 1.67% | 10.9M | 减持 |
| 14 | IJR | ISHARES TR | $300.4M | 1.65% | 2.0M | 增持 |
| 15 | VTIP | VANGUARD MALVERN FDS | $253.4M | 1.40% | 5.0M | 增持 |
| 16 | IUSB | ISHARES TR | $253.0M | 1.39% | 5.5M | 增持 |
| 17 | AON | AON PLC | $240.9M | 1.33% | 726,424 | 减持 |
| 18 | AAPL | APPLE INC | $227.1M | 1.25% | 784,975 | 增持 |
| 19 | SGOV | ISHARES TR | $223.9M | 1.23% | 2.2M | 增持 |
| 20 | VXF | VANGUARD INDEX FDS | $206.4M | 1.14% | 838,191 | 增持 |
| 21 | VO | VANGUARD INDEX FDS | $188.9M | 1.04% | 2.3M | 增持 |
| 22 | VV | VANGUARD INDEX FDS | $182.3M | 1.00% | 530,162 | 减持 |
| 23 | IEMG | ISHARES INC | $148.4M | 0.82% | 1.8M | 增持 |
| 24 | NVDA | NVIDIA CORPORATION | $128.3M | 0.71% | 641,006 | 增持 |
| 25 | MSFT | MICROSOFT CORP | $127.6M | 0.70% | 342,187 | 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