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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 132 项
建仓 27
增持 63
减持 33
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
IEMG
ISHARES INC
-$4.8M
107,741
-41%
增持
ITOT
ISHARES TR
+$3.0M
146,421
+14%
建仓
TBX
PROSHARES TR
+$2.6M
108,648
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。
清仓
SHV
ISHARES TR
-$2.1M
0
-100%
减持
IVV
ISHARES TR
+$1.9M
50,754
-2%
增持
AAPL
APPLE INC
+$1.8M
47,859
+1%
增持
—
EXXON MOBIL CORP
+$1.6M
81,509
+40%
增持
MSFT
MICROSOFT CORP
+$1.2M
16,414
+8%
减持
VTV
VANGUARD INDEX FDS
+$1.1M
114,898
-1%
增持
BAC
BK OF AMERICA CORP
+$999.0K
110,167
+20%
增持
CVX
CHEVRON CORP NEW
+$805.0K
15,984
+51%
减持
VUG
VANGUARD INDEX FDS
+$802.0K
43,425
-4%
减持
DEUS
DBX ETF TR
+$798.0K
299,193
-3%
清仓
—
GENERAL ELECTRIC CO
-$722.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$678.0K
8,652
-4%
建仓
GE
GENERAL ELECTRIC CO
+$646.0K
6,838
增持
PG
PROCTER AND GAMBLE CO
+$631.0K
16,180
+12%
建仓
ENB
ENBRIDGE INC
+$631.0K
16,139
增持
PEP
PEPSICO INC
+$625.0K
15,811
+12%
增持
PFE
PFIZER INC
+$498.0K
25,505
+9%
增持
JNJ
JOHNSON & JOHNSON
+$490.0K
17,579
+13%
建仓
POWW
AMMO INC
+$444.0K
81,498
增持
MCD
MCDONALDS CORP
+$399.0K
11,168
+4%
建仓
XLP
SELECT SECTOR SPDR TR
+$380.0K
4,924
减持
T
AT&T INC
-$380.0K
33,930
-25%
增持
IJR
ISHARES TR
+$362.0K
53,239
+1%
建仓
EOG
EOG RES INC
+$357.0K
4,022
减持
SPY
SPDR S&P 500 ETF TR
+$349.0K
8,126
-1%
建仓
XLE
SELECT SECTOR SPDR TR
+$349.0K
6,285
增持
UNH
UNITEDHEALTH GROUP INC
+$339.0K
1,802
+24%
清仓
—
CROSSFIRST BANKSHARES INC
-$333.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$314.0K
759
+12%
建仓
XLI
SELECT SECTOR SPDR TR
+$305.0K
2,886
建仓
KR
KROGER CO
+$296.0K
6,544
建仓
NTR
NUTRIEN LTD
+$295.0K
3,926
建仓
NFLX
NETFLIX INC
+$293.0K
487
建仓
TSLA
TESLA INC
+$293.0K
277
增持
UNP
UNION PAC CORP
+$292.0K
3,247
+21%
建仓
—
ASTRAZENECA PLC
+$291.0K
4,995
清仓
ARKK
ARK ETF TR
-$278.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$264.0K
4,949
+11%
增持
F
FORD MTR CO DEL
+$260.0K
36,973
+3%
建仓
DUK
DUKE ENERGY CORP NEW
+$253.0K
2,415
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$248.0K
1,693
+10%
建仓
RGLD
ROYAL GOLD INC
+$239.0K
2,270
增持
GOOG
ALPHABET INC
+$239.0K
577
+7%
建仓
ROK
ROCKWELL AUTOMATION INC
+$231.0K
662
建仓
KMB
KIMBERLY-CLARK CORP
+$229.0K
1,604
减持
WMT
WALMART INC
-$226.0K
13,306
-14%
清仓
ARKG
ARK ETF TR
-$218.0K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$217.0K
1,976
+39%
建仓
KMI
KINDER MORGAN INC DEL
+$216.0K
13,628
建仓
TTD
THE TRADE DESK INC
+$213.0K
2,320
清仓
—
SEABRIDGE GOLD INC
-$209.0K
0
-100%
清仓
—
BARRICK GOLD CORP
-$208.0K
0
-100%
建仓
PBW
INVESCO EXCHANGE TRADED FD T
+$207.0K
2,900
建仓
KHC
KRAFT HEINZ CO
+$207.0K
5,766
建仓
NEM
NEWMONT CORP
+$204.0K
3,291
建仓
ES
EVERSOURCE ENERGY
+$203.0K
2,229
建仓
LMT
LOCKHEED MARTIN CORP
+$202.0K
569
减持
HD
HOME DEPOT INC
+$195.0K
2,429
-2%
减持
—
UBS GROUP AG
+$183.0K
97,213
-0%
增持
V
VISA INC
+$182.0K
6,359
+18%
增持
XLF
SELECT SECTOR SPDR TR
+$182.0K
10,615
+71%
增持
—
LINDE PLC
+$182.0K
1,592
+26%
增持
AMT
AMERICAN TOWER CORP NEW
+$180.0K
2,356
+23%
增持
ABBV
ABBVIE INC
+$165.0K
4,949
+6%
增持
NEE
NEXTERA ENERGY INC
+$151.0K
4,811
+27%
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$145.0K
10,089
增持
DE
DEERE & CO
+$133.0K
2,134
+19%
减持
COP
CONOCOPHILLIPS
+$132.0K
32,975
-1%
增持
ED
CONSOLIDATED EDISON INC
+$128.0K
4,400
+29%
增持
UPS
UNITED PARCEL SERVICE INC
+$122.0K
2,276
+13%
增持
HON
HONEYWELL INTL INC
+$117.0K
4,193
+18%
减持
CSCO
CISCO SYS INC
+$116.0K
13,416
-1%
增持
JPM
JPMORGAN CHASE & CO
+$116.0K
8,088
+14%
减持
ABT
ABBOTT LABS
-$113.0K
2,098
-39%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$105.0K
3,469
+2%
增持
INTC
INTEL CORP
+$104.0K
14,994
+20%
增持
META
FACEBOOK INC
+$103.0K
1,662
+24%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$91.0K
11,511
-16%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$90.0K
9,968
+9%
增持
—
VIACOMCBS INC
-$86.0K
9,257
+0%
清仓
ANIX
ANIXA BIOSCIENCES INC
-$78.0K
0
-100%
减持
ORCL
ORACLE CORP
-$68.0K
9,781
-7%
增持
BA
BOEING CO
-$67.0K
4,914
+2%
建仓
—
YAMANA GOLD INC
+$66.0K
15,700
减持
CMCSA
COMCAST CORP NEW
-$65.0K
7,957
-4%
增持
PYPL
PAYPAL HLDGS INC
+$57.0K
2,277
+59%
增持
GOOGL
ALPHABET INC
+$57.0K
221
+1%
减持
DVN
DEVON ENERGY CORP NEW
+$48.0K
11,518
-11%
增持
MO
ALTRIA GROUP INC
+$48.0K
13,540
+4%
增持
PSX
PHILLIPS 66
+$47.0K
13,580
+1%
增持
MMM
3M CO
+$46.0K
3,416
+7%
增持
NKE
NIKE INC
+$46.0K
1,852
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$43.0K
1,350
+8%
减持
KO
COCA COLA CO
+$42.0K
8,125
-3%
减持
USB
US BANCORP DEL
-$42.0K
5,852
-6%
增持
—
MEDTRONIC PLC
-$41.0K
2,290
+3%
减持
EVRG
EVERGY INC
+$39.0K
7,221
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$31.0K
2,006
+18%
建仓
—
VBI VACCINES INC CDA
+$28.0K
12,000
增持
ONEQ
FIDELITY COMWLTH TR
+$27.0K
4,744
+2%
减持
XEVTX
EATON VANCE TAX ADVT DIV INC
+$26.0K
11,537
-0%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$24.0K
28,873
+2%
减持
BP
BP PLC
-$23.0K
27,277
-1%
增持
INCY
INCYTE CORP
+$21.0K
4,320
+0%
减持
XLK
SELECT SECTOR SPDR TR
-$21.0K
1,655
-20%
增持
CSQ
CALAMOS STRATEGIC TOTAL RETU
+$19.0K
10,929
+1%
减持
AMGN
AMGEN INC
+$19.0K
4,611
-4%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
+$18.0K
20,988
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
-$18.0K
29,990
+3%
增持
ET
ENERGY TRANSFER L P
-$14.0K
16,156
+5%
增持
CBSH
COMMERCE BANCSHARES INC
+$14.0K
5,755
+5%
增持
VGM
INVESCO TR INVT GRADE MUNS
+$13.0K
11,094
+7%
增持
EIM
EATON VANCE MUN BD FD
+$13.0K
14,798
+5%
减持
NVS
NOVARTIS AG
+$13.0K
2,880
-1%
减持
PM
PHILIP MORRIS INTL INC
-$11.0K
3,560
-3%
增持
VKQ
INVESCO MUN TR
+$11.0K
17,342
+4%
增持
WMB
WILLIAMS COS INC
+$10.0K
76,096
+0%
增持
MQY
BLACKROCK MUNIYILD QULT FD I
+$9.0K
22,905
+3%
增持
—
ANNALY CAPITAL MANAGEMENT IN
-$8.0K
17,051
+2%
减持
MRK
MERCK & CO INC
+$7.0K
7,636
-1%
增持
OKE
ONEOK INC NEW
+$7.0K
7,536
+0%
增持
DIS
DISNEY WALT CO
-$6.0K
3,964
+8%
减持
RF
REGIONS FINANCIAL CORP NEW
+$5.0K
14,860
-1%
清仓
AAUAF
ALMADEN MINERALS LTD
-$4.0K
0
-100%
减持
CAH
CARDINAL HEALTH INC
+$4.0K
4,175
-2%
增持
TFC
TRUIST FINL CORP
+$4.0K
13,773
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$3.0K
1,571
-28%
减持
EQBK
EQUITY BANCSHARES INC
+$1.0K
74,454
-2%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$1.0K
18,752
-0%