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Wealthspan Partners, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$2.8亿

申报季度: 2026-03-31 · 持股只数: 123

WEALTHSPAN PARTNERS, LLC在最新一期 13F 报告中披露了 123 项持股，申报期为 2026-03-31，总持股市值约为 US$2.8亿，季度换手率为 11.2%。

机构性格雪花图

集中度
14.78
持仓稳定性
11.2
动能／逆势
100
行业集中度
65.9
多样化
100
仓位均衡度
81.1

近期动向

  • 减仓 VUG

    -0.5%　-US$402.8万

  • 加仓 DE

    -0.6%　US$269.6万

  • 减仓 MSFT

    +0.2%　-US$136.4万

  • 加仓 SCHD

    +10.3%　US$115.0万

  • 减仓 DUSB

    -7.3%　-US$62.3万

  • 加仓 STIP

    +23.0%　US$74.0万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1VUGVanguard Growth ETFETF-其他11.60%-1.83%-0.48%
2VTVVanguard Value ETFETF-其他9.20%+0.02%+0.67%
3DEDeere & Co股票-工业5.64%+0.80%-0.63%
4IAUIshares Gold TrustETF-避险与商品3.68%+0.19%+0.04%
5VCSHVanguard S/t CORP Bond ETFETF-投资级公司债3.22%—+0.36%
6DUSBDimension Ultrashort Fi ETFETF-其他2.84%-0.32%-7.27%
7VIGVanguard Dividend Apprec ETFETF-其他2.74%-0.20%-1.83%
8DFCFDimensional Core Fixed INCETF-其他2.65%—+2.14%
9VYMVanguard High Dvd Yield ETFETF-其他2.48%+0.11%+4.40%
10FBNDFidelity Total Bond ETFETF-其他2.45%—+4.04%
11DFAIDimensional International CoETF-其他2.43%—-0.74%
12EVSDEaton Vance Shrt Dur INCETF-其他2.32%+0.15%+11.42%
13SCHDSchwab US Dvd Equity ETFETF-其他2.14%+0.36%+10.34%
14VOVanguard Mid-cap ETFETF-其他1.76%—+0.45%
15IVWIshares S&p 500 Growth ETFETF-大型股与成长1.75%-0.13%+4.69%
16AAPLApple INC股票-科技1.74%-0.17%+0.23%
17FNDFSchwab Fndmn Intl Lrg Co ETFETF-其他1.66%+0.14%+4.00%
18VUSBVanguard Ultra Short Bond EtETF-其他1.61%+1.61%NEW
19JEPIJpmorgan Equity Premium IncoETF-其他1.61%+0.01%+4.76%
20IWMIshares Russell 2000 ETFETF-中小型股1.59%+0.01%+3.09%
21MSFTMicrosoft CORP股票-科技1.58%-0.55%+0.21%
22DFASDimensional US Small Cap ETFETF-中小型股1.51%—-0.54%
23VEAVanguard Ftse Developed ETFETF-其他1.40%+0.02%+2.15%
24IWDIshares Russell 1000 Value EETF-其他1.40%—-1.13%
25STIPIshares 0-5 Year Tips Bond EETF-其他1.33%+0.22%+23.03%
26DFACDimensional US Core Equity 2ETF-其他1.13%—-0.25%
27CATCaterpillar INC股票-工业1.05%+0.18%+0.07%
28EVSMEaton Vance Shrt Dur MuniETF-其他1.03%+0.09%+13.47%
29SLVIshares Silver TrustETF-避险与商品0.93%+0.03%+1.23%
30VBVanguard Small-cap ETFETF-其他0.87%—+3.23%
31WMTWalmart INC股票-非周期性消费0.77%+0.06%+0.03%
32MCDMcdonald's CORP股票-周期性消费0.76%—+0.03%
33VBRVanguard Small-cap Value ETFETF-其他0.69%—-0.02%
34LLYEli Lilly & Co股票-医疗保健0.68%-0.14%+0.05%
35BRK-BBerkshire Hathaway Inc-cl B股票-其他0.67%—+1.10%
36QQQInvesco Qqq Trust Series 1ETF-科技型0.60%-0.07%-2.40%
37NVDANvidia CORP股票-科技0.60%—+0.41%
38EVMOEaton Vance Mortgage Opp ETFETF-其他0.54%—+6.06%
39CSXCsx CORP股票-工业0.53%+0.05%+0.35%
40DFICDimensional International CoETF-其他0.51%—+0.65%
41MLPXGlobal X Mlp & Energy InfrasETF-其他0.51%+0.10%+5.20%
42SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.50%—+2.49%
43PRFInvesco Rafi US 1000 ETFETF-其他0.46%+0.03%+9.97%
44DIHPDimensional International HiETF-其他0.42%—-0.26%
45IJHIshares Core S&p Midcap ETFETF-其他0.41%—-5.52%
46COPConocophillips股票-能源0.38%+0.08%-8.75%
47JNJJohnson & Johnson股票-医疗保健0.38%+0.05%+0.02%
48GLDSpdr Gold SharesETF-避险与商品0.37%—+1.57%
49DFATDimensional US Target ValueETF-其他0.37%—+2.77%
50VHTVanguard Health Care ETFETF-其他0.36%—-0.48%
1–50 of 123

本季持股变动

Wealthspan Partners, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Vanguard Ultra Short Bond Et (VUSB); 清仓: PayPal Holdings, Inc. (PYPL); 清仓: Ishares Bitcoin Trust ETF (IBIT); 清仓: Dimsnl Intr Cf In Etf-usd In (DFGX); 新建仓: At&t INC (T).

Wealthspan Partners, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1DEDeere & Co+0.8%-0.63%减仓
2SCHDSchwab US Dvd Equity ETF+0.4%+10.34%加仓
3STIPIshares 0-5 Year Tips Bond E+0.2%+23.03%加仓
4IAUIshares Gold Trust+0.2%+0.04%加仓
5CATCaterpillar INC+0.2%+0.07%加仓
6EVSDEaton Vance Shrt Dur INC+0.2%+11.42%加仓
7FNDFSchwab Fndmn Intl Lrg Co ETF+0.1%+4.00%加仓
8VYMVanguard High Dvd Yield ETF+0.1%+4.40%加仓
9MLPXGlobal X Mlp & Energy Infras+0.1%+5.20%加仓
10EVSMEaton Vance Shrt Dur Muni+0.1%+13.47%加仓
11GRIDFirst Trst Nasd Cl Edg Sgiif+0.1%+31.86%加仓
12COPConocophillips+0.1%-8.75%减仓
13WMTWalmart INC+0.1%+0.03%加仓
14XOMExxon Mobil CORP+0.1%-7.85%减仓
15TRGPTarga Resources CORP+0.1%—不变
16CSXCsx CORP+0.1%+0.35%加仓
17JNJJohnson & Johnson+0.1%+0.02%加仓
18ORCLOracle CORP+0.1%+84.70%加仓
19COPXGlobal X Copper Miners ETF0%+10.45%加仓
20BCDAbrdn Bloomberg All Commodit0%+8.51%加仓
21SLVIshares Silver Trust0%+1.23%加仓
22PRFInvesco Rafi US 1000 ETF0%+9.97%加仓
23VTVVanguard Value ETF0%+0.67%加仓
24VEAVanguard Ftse Developed ETF0%+2.15%加仓
25IWMIshares Russell 2000 ETF0%+3.09%加仓
26JEPIJpmorgan Equity Premium Inco0%+4.76%加仓
27FBNDFidelity Total Bond ETF—+4.04%加仓
28HNIHni CORP-0.1%—不变
29WFCWells Fargo & Co-0.1%-2.55%减仓
30QQQInvesco Qqq Trust Series 1-0.1%-2.40%减仓
31EVLNEaton Vance Floating-rate-0.1%-25.57%减仓
32IVWIshares S&p 500 Growth ETF-0.1%+4.69%加仓
33LLYEli Lilly & Co-0.1%+0.05%加仓
34AAPLApple INC-0.2%+0.23%加仓
35VIGVanguard Dividend Apprec ETF-0.2%-1.83%减仓
36DUSBDimension Ultrashort Fi ETF-0.3%-7.27%减仓
37MSFTMicrosoft CORP-0.6%+0.21%加仓
38VUGVanguard Growth ETF-1.8%-0.48%减仓
39VUSBVanguard Ultra Short Bond Et—NEW新建仓
40PYPLPayPal Holdings, Inc.—EXIT清仓
41IBITIshares Bitcoin Trust ETF—EXIT清仓
42DFGXDimsnl Intr Cf In Etf-usd In—EXIT清仓
43TAt&t INC—NEW新建仓
44URAGlobal X Uranium ETF—NEW新建仓
45PLTRPalantir Technologies Inc-a—EXIT清仓
46XLESs Energy Select Sector—NEW新建仓
47CNPCenterpoint Energy INC—NEW新建仓
48GEVGE Vernova INC—NEW新建仓
49IBMIntl Business Machines CORP—EXIT清仓
50ITOTIshares Core S&p Total U.s.—EXIT清仓

FAQ

Wealthspan Partners, LLC 是什么机构？属于哪种投资人类型？
Wealthspan Partners, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.8亿，分布在 123 个已申报仓位之中。
Wealthspan Partners, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Wealthspan Partners, LLC 按市值排列的前几大持股为： 1. Vanguard Growth ETF (VUG) — US$3293.0万 (11.6%) 2. Vanguard Value ETF (VTV) — US$2611.9万 (9.2%) 3. Deere & Co (DE) — US$1602.0万 (5.6%) 4. Ishares Gold Trust (IAU) — US$1043.7万 (3.7%) 5. Vanguard S/t CORP Bond ETF (VCSH) — US$913.8万 (3.2%)
Wealthspan Partners, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Wealthspan Partners, LLC 共进行了 48 项显著调整：新建仓 6 个仓位、加仓 27 个既有持股、减仓 9 个仓位，并完全清仓 6 个持股。 其中幅度最大的异动：新建仓: Vanguard Ultra Short Bond Et (VUSB); 清仓: PayPal Holdings, Inc. (PYPL); 清仓: Ishares Bitcoin Trust ETF (IBIT); 清仓: Dimsnl Intr Cf In Etf-usd In (DFGX); 新建仓: At&t INC (T)
Wealthspan Partners, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Wealthspan Partners, LLC 的主要板块分布如下： • Industrials: 38.4% • Information Technology: 21.1% • Financials: 8.4% • Energy: 8.1% • Consumer Discretionary: 7.7% • Health Care: 7.2%