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Wealthstream Advisors, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Wealthstream Advisors, Inc.

No.3586 数据截至 2025Q3
最新持仓市值 (Q3 2025)
$6.61亿
环比变动 Q2 2025
+$5,965.5万+9.9%
持仓股票数
204
新买入
23
加仓
106
减仓
37
清仓
3
持股不变
38
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q3 2025 市值Q3 2025 股数上季度市值上季度股数股数变动操作
DDimensional维度ETF信托DFAC
29.65%29.57%$1.96亿508.4万股$1.78亿496.4万股+12.0万股+2.42%加仓
DDimensional维度ETF信托DFIC
16.06%16.53%$1.06亿324.0万股$9,947.6万320.0万股+4.0万股+1.26%加仓
DDimensional维度ETF信托DFEM
7.21%7.29%$4,771.0万148.8万股$4,385.2万147.7万股+1.0万股+0.69%加仓
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
6.29%6.27%$4,158.4万110.1万股$3,771.7万106.1万股+4.0万股+3.80%加仓
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
5.32%5.55%$3,517.4万48.6万股$3,336.6万49.8万股-1.2万股-2.47%减仓
IiShares安硕信托IWV
3.09%3.14%$2,041.8万5.4万股$1,891.2万5.4万股00.00%持仓不变
A美国世纪ETF信托AVGE
2.14%2.11%$1,413.2万16.9万股$1,270.1万16.4万股+5,500股+3.36%加仓
IiShares安硕信托IEFA
1.43%1.51%$942.9万10.8万股$907.3万10.9万股-683股-0.63%减仓
V先锋领航·RUSSELL 3000 ETFVTHR
1.38%1.49%$915.7万3.1万股$896.6万3.3万股-1,760股-5.35%减仓
LLIFE360LIF
1.17%0.67%$771.2万7.3万股$401.6万6.2万股+1.1万股+17.89%加仓
微软MSFT
1.1%1.14%$729.8万1.4万股$684.8万1.4万股+322股+2.34%加仓
DDimensional维度·USDFUV
1.04%1.1%$685.9万15.3万股$664.0万15.7万股-3,588股-2.28%减仓
G通用动力VTI
0.96%0.97%$632.3万1.9万股$585.3万1.9万股+8股+0.04%加仓
英伟达NVDA
0.89%0.76%$588.9万3.2万股$459.0万2.9万股+2,505股+8.62%加仓
FFLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUNDTILT
0.86%0.76%$568.1万2.3万股$457.5万2.0万股+3,023股+14.80%加仓
TThe 2023 ETF Ser TR Eagle Cap Select Equity ETFEAGL
0.83%0.88%$549.7万17.6万股$530.7万17.6万股00.00%持仓不变
苹果AAPL
0.74%0.63%$492.5万1.9万股$380.5万1.9万股+795股+4.29%加仓
SSPDR标普500 ETFSPY
0.71%0.94%$469.1万7,042股$565.1万9,146股-2,104股-23.00%减仓
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
0.63%0.64%$415.4万7.1万股$388.1万7.2万股-552股-0.77%减仓
V先锋领航指数基金VOO
0.58%0.62%$380.5万6,214股$375.7万6,613股-399股-6.03%减仓
IiShares安硕·RUSSELLIWF
0.56%0.57%$373.0万7,963股$345.2万8,132股-169股-2.08%减仓
亚马逊AMZN
0.51%0.53%$340.1万1.5万股$318.3万1.5万股+982股+6.77%加仓
谷歌AGOOGL
0.48%0.37%$318.7万1.3万股$225.3万1.3万股+326股+2.55%加仓
A美国世纪ETF信托AVSU
0.46%0.44%$305.2万4.1万股$263.7万3.8万股+3,046股+7.92%加仓
V先锋领航国际股票指数基金VT
0.42%0.43%$279.7万2.0万股$261.3万2.0万股-41股-0.20%减仓
Meta平台META
0.42%0.44%$277.0万3,772股$264.2万3,579股+193股+5.39%加仓
IiShares安硕IEMG
0.41%0.41%$268.3万4.1万股$244.3万4.1万股00.00%持仓不变
AAlphabet Inc Class CGOOG
0.4%0.31%$263.8万1.1万股$183.9万1.0万股+469股+4.53%加仓
DDimensional维度·U.S. SMALL CAP ETFDFAS
0.38%0.41%$249.1万3.6万股$247.9万3.9万股-2,516股-6.47%减仓
V先锋领航指数基金VUG
0.36%0.36%$239.3万4,990股$218.8万4,990股00.00%持仓不变
EEA SERIES TRUSTGEW
0.36%$239.2万4.7万股$00股+4.7万股新买入
A美国世纪ETF信托AVSD
0.34%0.35%$224.0万3.1万股$211.6万3.1万股-21股-0.07%减仓
AVANTIS INTLNGG
0.33%0.3%$217.3万2.8万股$180.1万2.4万股+3,210股+13.19%加仓
台积电TSM
0.28%0.22%$184.1万6,592股$134.0万5,915股+677股+11.45%加仓
博通AVGO
0.25%0.23%$162.1万4,914股$135.9万4,929股-15股-0.30%减仓
A美国世纪ETF信托AVEM
0.24%0.22%$156.2万2.1万股$132.9万1.9万股+1,403股+7.24%加仓
V先锋领航指数基金VV
0.22%0.23%$147.1万4,777股$136.3万4,777股00.00%持仓不变
摩根大通JPM
0.22%0.21%$146.9万4,658股$128.3万4,425股+233股+5.27%加仓
GE航空GE
0.22%0.21%$145.2万4,827股$123.5万4,799股+28股+0.58%加仓
IiShares安硕·TR ISHARES SEMICDTRSOXX
0.22%0.21%$142.9万5,269股$125.8万5,269股00.00%持仓不变
IiShares安硕信托ILCG
0.21%0.22%$141.5万1.4万股$131.4万1.4万股00.00%持仓不变
特斯拉TSLA
0.21%0.15%$137.3万3,088股$90.4万2,847股+241股+8.47%加仓
伯克希尔哈撒韦BRK.B
0.21%0.21%$137.2万2,729股$126.3万2,599股+130股+5.00%加仓
礼来LLY
0.2%0.2%$135.5万1,776股$122.7万1,574股+202股+12.83%加仓
NETFLIXNFLX
0.2%0.24%$131.2万1,094股$142.8万1,066股+28股+2.63%加仓
IiShares安硕·RUSSELLIWB
0.19%0.2%$127.5万3,489股$118.5万3,489股00.00%持仓不变
高盛GS
0.18%0.18%$121.2万1,522股$106.3万1,502股+20股+1.33%加仓
IiShares安硕信托IVW
0.18%0.22%$120.0万9,938股$131.3万1.2万股-1,987股-16.66%减仓
S嘉信·U.S. BROAD MARKET ETFSCHB
0.18%0.16%$118.0万4.6万股$95.0万4.0万股+6,040股+15.15%加仓
DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX
0.18%0.19%$117.6万3.7万股$111.6万3.8万股-510股-1.34%减仓

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