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Wealth Alliance Advisory Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Wealth Alliance Advisory Group, LLC
报告期 2026-03-31 · CIK 0001735734
持仓数
197
前50大市值合计
$525.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 95 项
建仓 3
增持 67
减持 20
清仓 5
方向
标的
Δ市值
现股数(环比)
清仓
MCHI
ISHARES TR
-$2.8M
0
-100%
增持
IEMG
ISHARES INC
+$2.1M
182,573
+33%
减持
—
EXXON MOBIL CORP
-$436.0K
58,231
-5%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
—
GENERAL ELECTRIC CO
+$373.0K
7,013
-73%
增持
IVV
ISHARES TR
+$337.0K
51,828
+1%
建仓
—
CROSSFIRST BANKSHARES INC
+$333.0K
25,636
增持
VUG
VANGUARD INDEX FDS
+$332.0K
45,260
+1%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$321.0K
0
-100%
减持
AAL
AMERICAN AIRLS GROUP INC
-$264.0K
13,610
-47%
增持
AAPL
APPLE INC
+$262.0K
47,583
+1%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$223.0K
2,171
清仓
—
CARNIVAL CORP
-$222.0K
0
-100%
减持
PSX
PHILLIPS 66
-$217.0K
13,380
-0%
清仓
WYNN
WYNN RESORTS LTD
-$216.0K
0
-100%
减持
COP
CONOCOPHILLIPS
+$208.0K
33,171
-1%
清仓
SPR
SPIRIT AEROSYSTEMS HLDGS INC
-$207.0K
0
-100%
增持
DEUS
DBX ETF TR
+$169.0K
309,727
+2%
减持
MSFT
MICROSOFT CORP
+$159.0K
15,235
-0%
增持
BAC
BK OF AMERICA CORP
+$144.0K
91,918
+1%
增持
AMGN
AMGEN INC
-$144.0K
4,786
+0%
增持
ITOT
ISHARES TR
+$139.0K
128,654
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$133.0K
13,675
-3%
增持
MCD
MCDONALDS CORP
+$119.0K
10,763
+0%
增持
PEP
PEPSICO INC
+$115.0K
14,109
+4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$107.0K
1,544
+1%
增持
PG
PROCTER AND GAMBLE CO
+$105.0K
14,423
+2%
增持
AMZN
AMAZON COM INC
-$95.0K
675
+0%
减持
FCX
FREEPORT-MCMORAN INC
-$86.0K
8,550
-13%
减持
GOOG
ALPHABET INC
+$83.0K
537
-0%
建仓
ANIX
ANIXA BIOSCIENCES INC
+$78.0K
16,413
减持
—
BARRICK GOLD CORP
-$74.0K
11,543
-15%
增持
JPM
JPMORGAN CHASE & CO
+$74.0K
7,120
+2%
减持
PFE
PFIZER INC
+$73.0K
23,445
-2%
增持
PAA
PLAINS ALL AMERN PIPELINE L
-$72.0K
78,580
+3%
减持
BP
BP PLC
-$71.0K
27,420
-12%
增持
SHV
ISHARES TR
+$63.0K
19,456
+3%
增持
GOOGL
ALPHABET INC
+$58.0K
218
+1%
增持
BA
BOEING CO
-$58.0K
4,799
+3%
增持
VTV
VANGUARD INDEX FDS
+$56.0K
116,560
+2%
增持
NVDA
NVIDIA CORPORATION
+$56.0K
9,012
+298%
增持
V
VISA INC
-$49.0K
5,369
+1%
增持
INTC
INTEL CORP
+$48.0K
12,541
+14%
增持
TFC
TRUIST FINL CORP
+$47.0K
13,677
+1%
减持
—
SEABRIDGE GOLD INC
-$46.0K
13,500
-7%
增持
EVRG
EVERGY INC
+$45.0K
7,336
+8%
增持
UNP
UNION PAC CORP
-$43.0K
2,684
+4%
增持
ABBV
ABBVIE INC
+$42.0K
4,677
+14%
增持
IJR
ISHARES TR
-$41.0K
52,517
+3%
增持
T
AT&T INC
-$37.0K
44,982
+3%
增持
HD
HOME DEPOT INC
+$36.0K
2,477
+2%
增持
MMM
3M CO
-$36.0K
3,200
+6%
减持
CAH
CARDINAL HEALTH INC
-$35.0K
4,257
-1%
增持
QCOM
QUALCOMM INC
-$34.0K
2,533
+0%
增持
NEE
NEXTERA ENERGY INC
+$31.0K
3,791
+4%
增持
ARKK
ARK ETF TR
-$31.0K
2,515
+6%
减持
HON
HONEYWELL INTL INC
-$27.0K
3,567
-0%
增持
UPS
UNITED PARCEL SERVICE INC
-$27.0K
2,009
+6%
增持
—
VIACOMCBS INC
-$26.0K
9,236
+7%
增持
DIS
DISNEY WALT CO
-$23.0K
3,664
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$21.0K
4,457
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$21.0K
1,250
+5%
增持
F
FORD MTR CO DEL
-$21.0K
35,844
+1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
-$20.0K
3,414
+0%
增持
RF
REGIONS FINANCIAL CORP NEW
+$20.0K
14,975
+1%
增持
USB
US BANCORP DEL
+$19.0K
6,234
+1%
增持
MRK
MERCK & CO INC
-$19.0K
7,690
+0%
减持
ET
ENERGY TRANSFER L P
-$18.0K
15,346
-1%
增持
OKE
ONEOK INC NEW
+$18.0K
7,526
+0%
减持
PM
PHILIP MORRIS INTL INC
-$18.0K
3,685
-1%
增持
WMT
WALMART INC
-$18.0K
15,430
+0%
增持
SYK
STRYKER CORPORATION
+$18.0K
4,029
+0%
增持
NKE
NIKE INC
-$16.0K
1,814
+1%
增持
—
ANNALY CAPITAL MANAGEMENT IN
+$16.0K
16,726
+19%
增持
MA
MASTERCARD INCORPORATED
-$15.0K
1,418
+2%
增持
ABT
ABBOTT LABS
+$15.0K
3,452
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$14.0K
1,704
+12%
增持
VZ
VERIZON COMMUNICATIONS INC
+$13.0K
29,186
+5%
减持
CSCO
CISCO SYS INC
+$13.0K
13,491
-1%
增持
JNJ
JOHNSON & JOHNSON
-$13.0K
15,587
+1%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$12.0K
18,791
-0%
增持
SO
SOUTHERN CO
+$11.0K
7,042
+0%
增持
—
LINDE PLC
+$10.0K
1,259
+1%
增持
UNH
UNITEDHEALTH GROUP INC
-$10.0K
1,448
+1%
增持
META
FACEBOOK INC
-$10.0K
1,343
+0%
减持
AMT
AMERICAN TOWER CORP NEW
-$10.0K
1,917
-0%
增持
ETV
EATON VANCE TAX-MANAGED BUY-
-$8.0K
40,502
+0%
增持
CVX
CHEVRON CORP NEW
-$8.0K
10,561
+3%
增持
KO
COCA COLA CO
+$8.0K
8,368
+5%
增持
XLF
SELECT SECTOR SPDR TR
+$6.0K
6,202
+0%
增持
—
MEDTRONIC PLC
+$4.0K
2,219
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$4.0K
2,070
+0%
增持
CSQ
CALAMOS STRATEGIC TOTAL RETU
-$4.0K
10,827
+0%
增持
PYPL
PAYPAL HLDGS INC
-$4.0K
1,429
+11%
增持
MO
ALTRIA GROUP INC
+$2.0K
13,054
+5%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$0
9,138
+12%