WealthCare Asset Management, LLC

高频交易型趋势追踪型行业集中型

申报总市值

US$9395.1万

申报季度: 2026-03-31 · 持股只数: 32

WealthCare Asset Management, LLC在最新一期 13F 报告中披露了 32 项持股，申报期为 2026-03-31，总持股市值约为 US$9395.1万，季度换手率为 93.6%。

机构性格雪花图

集中度: 38.38
持仓稳定性: 93.58
动能／逆势: 100
行业集中度: 88.64
多样化: 64
仓位均衡度: 85.38

近期动向

减仓 SPY
-99.3%　-US$5184.1万
加仓 ORLY
+34.4%　US$289.2万
加仓 IYZ
+1.1%　US$175.6万
加仓 XLE
+38.9%　-US$34.7万
加仓 ZMAY
-8.0%　-US$41.6万
加仓 GLD
-36.0%　-US$246.2万

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
1	ORLY	O'reilly Automotive INC	股票-周期性消费	20.79%	+10.27%	+34.38%
2	IYZ	Ishares US Telecommunication	ETF-其他	10.25%	+5.27%	+1.13%
3	IYM	Ishares U.s. Basic Materials	ETF-其他	9.35%	+9.35%	NEW
4	GLD	Spdr Gold Shares	ETF-避险与商品	8.97%	+2.09%	-35.97%
5	IYE	Ishares U.s. Energy ETF	ETF-其他	8.95%	+8.95%	NEW
6	XLE	Ss Energy Select Sector	ETF-其他	7.35%	+2.76%	+38.87%
7	ZMAY	Innovator Edp ETF -1 Yr May	ETF-其他	6.84%	+2.51%	-7.97%
8	AAPL	Apple INC	股票-科技	5.13%	+1.94%	-3.93%
9	AMZN	Amazon.com INC	股票-周期性消费	4.77%	+1.67%	-3.27%
10	WMT	Walmart INC	股票-非周期性消费	2.88%	+1.35%	-8.06%
11	EEM	Ishares Msci Emerging Market	ETF-新兴市场	1.99%	+0.54%	-22.65%
12	IJS	Ishares S&p Small-cap 600 Va	ETF-其他	1.88%	+1.88%	NEW
13	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	1.88%	+0.46%	-15.70%
14	NVDA	Nvidia CORP	股票-科技	1.09%	+0.33%	-8.63%
15	MSFT	Microsoft CORP	股票-科技	1.00%	+0.20%	+4.58%
16	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.69%	+0.26%	-18.72%
17	SBAR	Simplify Barrier Income ETF	ETF-其他	0.69%	+0.69%	NEW
18	XOM	Exxon Mobil CORP	股票-能源	0.54%	+0.33%	-1.36%
19	GOOG	Alphabet Inc-cl C	股票-通信服务	0.45%	+0.22%	+0.20%
20	FOXY	Simplify Currency Strtgy ETF	ETF-其他	0.41%	+0.41%	NEW
21	IYJ	Ishares U.s. Industrials ETF	ETF-其他	0.40%	+0.40%	NEW
22	BUCK	Simplify Treasury Option INC	ETF-政府公债	0.39%	+0.39%	NEW
23	AGGH	Simplify Aggregate Bond ETF	ETF-其他	0.39%	+0.39%	NEW
24	BGT	Blackrock Fltng Rt INC Tr	股票-其他	0.39%	+0.13%	-0.33%
25	CDX	Simplify High Yield ETF	ETF-非投资级债	0.38%	+0.38%	NEW
26	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.37%	-32.63%	-99.31%
27	T	At&t INC	股票-通信服务	0.34%	+0.14%	-3.45%
28	PLTR	Palantir Technologies Inc-a	股票-科技	0.34%	-0.32%	-61.59%
29	IRM	Iron Mountain INC	股票-房地产	0.33%	+0.13%	+0.99%
30	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.28%	+0.11%	—
31	XV	Simplify Target 15 Distr ETF	ETF-其他	0.26%	+0.26%	NEW
32	TSLA	Tesla INC	股票-周期性消费	0.23%	+0.02%	-18.04%

申报总市值趋势

行业配置

历年行业分布趋势

季度历史总览

季度	持股只数	总市值	稳定性	主要持股
2026-03-31	32	US$9395.1万	94	1ORLY 2IYZ 3IYM 主要持股2026-03-31 1.ORLY 2.IYZ 3.IYM 4.GLD 5.IYE 6.XLE 7.ZMAY 8.AAPL 9.AMZN 10.WMT
2025-12-31	35	US$1.6亿	0	1SPY 2ORLY 3GLD 主要持股2025-12-31 1.SPY 2.ORLY 3.GLD 4.IYF 5.IYZ 6.XLE 7.ZMAY 8.IYW 9.AAPL 10.AMZN

本季持股变动

WealthCare Asset Management, LLC 在 2026-03-31 最显著的持仓异动：新建仓: Ishares U.s. Basic Materials (IYM); 新建仓: Ishares U.s. Energy ETF (IYE); 清仓: Ishares US Financials ETF (IYF); 清仓: Ishares Ustechnology ETF (IYW); 清仓: Proshares Ultra Technology (ROM).

WealthCare Asset Management, 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
1	ORLY	O'reilly Automotive INC	+10.3%	+34.38%	加仓
2	IYZ	Ishares US Telecommunication	+5.3%	+1.13%	加仓
3	XLE	Ss Energy Select Sector	+2.8%	+38.87%	加仓
4	ZMAY	Innovator Edp ETF -1 Yr May	+2.5%	-7.97%	减仓
5	GLD	Spdr Gold Shares	+2.1%	-35.97%	减仓
6	AAPL	Apple INC	+1.9%	-3.93%	减仓
7	AMZN	Amazon.com INC	+1.7%	-3.27%	减仓
8	WMT	Walmart INC	+1.4%	-8.06%	减仓
9	EEM	Ishares Msci Emerging Market	+0.5%	-22.65%	减仓
10	IVW	Ishares S&p 500 Growth ETF	+0.5%	-15.70%	减仓
11	NVDA	Nvidia CORP	+0.3%	-8.63%	减仓
12	XOM	Exxon Mobil CORP	+0.3%	-1.36%	减仓
13	GOOGL	Alphabet Inc-cl A	+0.3%	-18.72%	减仓
14	GOOG	Alphabet Inc-cl C	+0.2%	+0.20%	加仓
15	MSFT	Microsoft CORP	+0.2%	+4.58%	加仓
16	T	At&t INC	+0.1%	-3.45%	减仓
17	BGT	Blackrock Fltng Rt INC Tr	+0.1%	-0.33%	减仓
18	IRM	Iron Mountain INC	+0.1%	+0.99%	加仓
19	BRK-B	Berkshire Hathaway Inc-cl B	+0.1%	—	不变
20	TSLA	Tesla INC	0%	-18.04%	减仓
21	PLTR	Palantir Technologies Inc-a	-0.3%	-61.59%	减仓
22	SPY	Ss Spdr S&p 500 ETF Trust-us	-32.6%	-99.31%	减仓
23	IYM	Ishares U.s. Basic Materials	—	NEW	新建仓
24	IYE	Ishares U.s. Energy ETF	—	NEW	新建仓
25	IYF	Ishares US Financials ETF	—	EXIT	清仓
26	IYW	Ishares Ustechnology ETF	—	EXIT	清仓
27	ROM	Proshares Ultra Technology	—	EXIT	清仓
28	LTL	Proshares Ultra Communicatio	—	EXIT	清仓
29	UYG	Proshares Ultra Financials	—	EXIT	清仓
30	UCC	Proshares Ultra Consumer Dis	—	EXIT	清仓
31	BIL	Ss Spdr Bb 1-3m T-bill ETF	—	EXIT	清仓
32	EFA	Ishares Msci Eafe ETF	—	EXIT	清仓
33	QQQ	Invesco Qqq Trust Series 1	—	EXIT	清仓
34	IYC	Ishares US Consumer Discreti	—	EXIT	清仓
35	IJS	Ishares S&p Small-cap 600 Va	—	NEW	新建仓
36	SBAR	Simplify Barrier Income ETF	—	NEW	新建仓
37	FOXY	Simplify Currency Strtgy ETF	—	NEW	新建仓
38	IDU	Ishares US Utilities ETF	—	EXIT	清仓
39	IYJ	Ishares U.s. Industrials ETF	—	NEW	新建仓
40	BUCK	Simplify Treasury Option INC	—	NEW	新建仓
41	AGGH	Simplify Aggregate Bond ETF	—	NEW	新建仓
42	CDX	Simplify High Yield ETF	—	NEW	新建仓
43	XV	Simplify Target 15 Distr ETF	—	NEW	新建仓

FAQ

WealthCare Asset Management, LLC 是什么机构？属于哪种投资人类型？

WealthCare Asset Management, 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$9395.1万，分布在 32 个已申报仓位之中。

WealthCare Asset Management, LLC 目前前几大持股有哪些？

根据最新 13F 申报，WealthCare Asset Management, LLC 按市值排列的前几大持股为： 1. O'reilly Automotive INC (ORLY) — US$1953.3万 (20.8%) 2. Ishares US Telecommunication (IYZ) — US$962.8万 (10.3%) 3. Ishares U.s. Basic Materials (IYM) — US$878.0万 (9.3%) 4. Spdr Gold Shares (GLD) — US$842.6万 (9.0%) 5. Ishares U.s. Energy ETF (IYE) — US$840.8万 (8.9%)

WealthCare Asset Management, LLC 在最新一期 13F 申报中做了哪些操作？

在最新申报季度中，WealthCare Asset Management, LLC 共进行了 42 项显著调整：新建仓 10 个仓位、加仓 6 个既有持股、减仓 15 个仓位，并完全清仓 11 个持股。其中幅度最大的异动：新建仓: Ishares U.s. Basic Materials (IYM); 新建仓: Ishares U.s. Energy ETF (IYE); 清仓: Ishares US Financials ETF (IYF); 清仓: Ishares Ustechnology ETF (IYW); 清仓: Proshares Ultra Technology (ROM)

WealthCare Asset Management, 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，WealthCare Asset Management, LLC 的主要板块分布如下： • Information Technology: 42.6% • Consumer Discretionary: 28.2% • Consumer Staples: 16.2% • Communication Services: 8.3% • Energy: 3.0% • Financials: 1.6%