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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 135 项
建仓 12
增持 50
减持 52
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
TBX
PROSHARES TR
+$3.5M
238,572
+120%
建仓
SHV
ISHARES TR
+$3.2M
28,653
减持
SPY
SPDR S&P 500 ETF TR
-$2.7M
2,644
-67%
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。
增持
VTV
VANGUARD INDEX FDS
+$2.3M
129,685
+13%
减持
ITOT
ISHARES TR
-$1.9M
136,331
-7%
减持
—
EXXON MOBIL CORP
+$1.6M
80,165
-2%
增持
IEMG
ISHARES INC
+$1.1M
135,264
+26%
减持
BAC
BK OF AMERICA CORP
-$1.1M
93,421
-15%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$1.0M
742
-79%
增持
CVX
CHEVRON CORP NEW
+$999.0K
17,659
+10%
减持
COP
CONOCOPHILLIPS
+$905.0K
32,855
-0%
减持
AAPL
APPLE INC
-$829.0K
43,919
-8%
清仓
IWM
ISHARES TR
-$783.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$563.0K
13,638
-16%
增持
WMB
WILLIAMS COS INC
+$563.0K
76,169
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$503.0K
1,062
-37%
减持
MSFT
MICROSOFT CORP
-$502.0K
16,276
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$441.0K
10,338
+64%
清仓
PYPL
PAYPAL HLDGS INC
-$429.0K
0
-100%
增持
ABBV
ABBVIE INC
+$407.0K
6,642
+34%
减持
EQBK
EQUITY BANCSHARES INC
-$392.0K
66,035
-11%
减持
GE
GENERAL ELECTRIC CO
-$386.0K
2,838
-58%
建仓
COST
COSTCO WHSL CORP NEW
+$377.0K
655
清仓
SHOP
SHOPIFY INC
-$369.0K
0
-100%
建仓
—
BARRICK GOLD CORP
+$338.0K
13,759
建仓
GNR
SPDR INDEX SHS FDS
+$331.0K
5,277
增持
NTR
NUTRIEN LTD
+$314.0K
5,856
+49%
清仓
XLI
SELECT SECTOR SPDR TR
-$305.0K
0
-100%
减持
MCD
MCDONALDS CORP
-$300.0K
10,894
-2%
清仓
NFLX
NETFLIX INC
-$293.0K
0
-100%
清仓
—
ASTRAZENECA PLC
-$291.0K
0
-100%
清仓
XBI
SPDR SER TR
-$291.0K
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$288.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$284.0K
8,287
-4%
增持
PSX
PHILLIPS 66
+$276.0K
14,581
+7%
增持
CSCO
CISCO SYS INC
+$258.0K
19,870
+48%
清仓
DUK
DUKE ENERGY CORP NEW
-$253.0K
0
-100%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$250.0K
0
-100%
减持
EVRG
EVERGY INC
-$250.0K
3,582
-50%
减持
JNJ
JOHNSON & JOHNSON
-$245.0K
15,584
-11%
清仓
AAL
AMERICAN AIRLS GROUP INC
-$244.0K
0
-100%
清仓
RGLD
ROYAL GOLD INC
-$239.0K
0
-100%
减持
PEP
PEPSICO INC
-$237.0K
14,997
-5%
减持
MMM
3M CO
-$237.0K
2,485
-27%
建仓
RRC
RANGE RES CORP
+$234.0K
7,700
清仓
ROK
ROCKWELL AUTOMATION INC
-$231.0K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$231.0K
0
-100%
建仓
SCHD
SCHWAB STRATEGIC TR
+$226.0K
2,870
清仓
AMD
ADVANCED MICRO DEVICES INC
-$226.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$222.0K
4,822
-3%
建仓
SPR
SPIRIT AEROSYSTEMS HLDGS INC
+$221.0K
4,526
清仓
KMI
KINDER MORGAN INC DEL
-$216.0K
0
-100%
建仓
DOW
DOW INC
+$215.0K
3,380
清仓
TTD
THE TRADE DESK INC
-$213.0K
0
-100%
清仓
CSQ
CALAMOS STRATEGIC TOTAL RETU
-$211.0K
0
-100%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$210.0K
2,995
清仓
IBB
ISHARES TR
-$208.0K
0
-100%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$208.0K
3,919
清仓
PBW
INVESCO EXCHANGE TRADED FD T
-$207.0K
0
-100%
建仓
OGE
OGE ENERGY CORP
+$207.0K
5,086
增持
HD
HOME DEPOT INC
-$204.0K
2,686
+11%
清仓
ES
EVERSOURCE ENERGY
-$203.0K
0
-100%
减持
DE
DEERE & CO
-$202.0K
1,276
-40%
减持
PFE
PFIZER INC
-$193.0K
25,354
-1%
建仓
—
SEABRIDGE GOLD INC
+$185.0K
10,000
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$172.0K
18,027
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$170.0K
7,507
-35%
增持
EOG
EOG RES INC
+$170.0K
4,422
+10%
增持
VZ
VERIZON COMMUNICATIONS INC
+$166.0K
33,848
+13%
减持
DIS
DISNEY WALT CO
-$164.0K
3,281
-17%
减持
XLF
SELECT SECTOR SPDR TR
-$157.0K
6,721
-37%
增持
IVV
ISHARES TR
-$155.0K
53,019
+4%
增持
LMT
LOCKHEED MARTIN CORP
+$139.0K
773
+36%
增持
F
FORD MTR CO DEL
-$127.0K
37,907
+3%
减持
INTC
INTEL CORP
-$126.0K
13,032
-13%
减持
BA
BOEING CO
-$123.0K
4,523
-8%
增持
UNH
UNITEDHEALTH GROUP INC
+$101.0K
1,972
+9%
增持
—
PARAMOUNT GLOBAL
+$98.0K
9,961
+8%
减持
QCOM
QUALCOMM INC
-$92.0K
2,425
-4%
增持
OKE
ONEOK INC NEW
+$90.0K
7,547
+0%
增持
AMZN
AMAZON COM INC
+$87.0K
803
+6%
增持
JPM
JPMORGAN CHASE & CO
-$84.0K
8,784
+9%
增持
MO
ALTRIA GROUP INC
+$81.0K
13,835
+2%
增持
MA
MASTERCARD INCORPORATED
+$77.0K
2,202
+11%
增持
META
META PLATFORMS INC
-$76.0K
2,171
+31%
减持
AMGN
AMGEN INC
+$74.0K
4,593
-0%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
-$74.0K
29,239
+1%
增持
—
BLACKROCK MUN INCOME TR
-$64.0K
33,775
+11%
增持
VUG
VANGUARD INDEX FDS
-$64.0K
48,229
+11%
减持
XLP
SELECT SECTOR SPDR TR
-$62.0K
4,188
-15%
减持
ONEQ
FIDELITY COMWLTH TR
-$60.0K
4,130
-13%
减持
GILD
GILEAD SCIENCES INC
-$58.0K
4,058
-1%
增持
NKE
NIKE INC
-$58.0K
1,866
+1%
增持
DEUS
DBX ETF TR
-$57.0K
315,929
+6%
减持
ORCL
ORACLE CORP
-$56.0K
9,631
-2%
减持
TGT
TARGET CORP
-$56.0K
2,571
-1%
减持
ED
CONSOLIDATED EDISON INC
-$53.0K
3,400
-23%
减持
T
AT&T INC
-$51.0K
33,169
-2%
增持
AMT
AMERICAN TOWER CORP NEW
-$50.0K
2,545
+8%
增持
ET
ENERGY TRANSFER L P
+$49.0K
16,226
+0%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$47.0K
21,332
+2%
减持
SPYD
SPDR SER TR
-$46.0K
8,344
-15%
减持
GOOGL
ALPHABET INC
-$42.0K
215
-3%
减持
ENB
ENBRIDGE INC
+$40.0K
14,552
-10%
增持
GS
GOLDMAN SACHS GROUP INC
-$37.0K
1,450
+7%
增持
LLY
LILLY ELI & CO
+$37.0K
1,675
+4%
增持
KHC
KRAFT HEINZ CO
+$32.0K
6,077
+5%
增持
IJR
ISHARES TR
+$32.0K
56,807
+7%
增持
—
LINDE PLC
-$32.0K
1,624
+2%
减持
—
ANNALY CAPITAL MANAGEMENT IN
-$28.0K
14,944
-12%
增持
EIM
EATON VANCE MUN BD FD
-$26.0K
15,234
+3%
减持
MRK
MERCK & CO INC
+$25.0K
7,430
-3%
减持
UPS
UNITED PARCEL SERVICE INC
-$23.0K
2,167
-5%
增持
TFC
TRUIST FINL CORP
-$22.0K
13,828
+0%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$21.0K
11,146
+12%
减持
USB
US BANCORP DEL
-$20.0K
5,820
-1%
减持
KO
COCA COLA CO
-$19.0K
7,451
-8%
增持
AVGO
BROADCOM INC
-$17.0K
486
+0%
增持
NEE
NEXTERA ENERGY INC
-$17.0K
5,099
+6%
减持
V
VISA INC
+$16.0K
6,286
-1%
减持
UNP
UNION PAC CORP
+$15.0K
3,049
-6%
增持
VKQ
INVESCO MUN TR
+$14.0K
21,491
+24%
减持
TSLA
TESLA INC
-$14.0K
259
-6%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$12.0K
1,972
-2%
增持
HON
HONEYWELL INTL INC
-$11.0K
4,433
+6%
增持
GOOG
ALPHABET INC
-$11.0K
594
+3%
增持
KMB
KIMBERLY-CLARK CORP
-$10.0K
1,782
+11%
减持
CAH
CARDINAL HEALTH INC
+$7.0K
3,915
-6%
增持
MQY
BLACKROCK MUNIYILD QULT FD I
-$6.0K
26,368
+15%
增持
VGM
INVESCO TR INVT GRADE MUNS
-$5.0K
12,929
+17%
减持
WMT
WALMART INC
-$5.0K
12,890
-3%
增持
PM
PHILIP MORRIS INTL INC
+$3.0K
3,628
+2%
增持
NBH
NEUBERGER BERMAN MUN FD INC
+$2.0K
23,507
+16%
减持
RF
REGIONS FINANCIAL CORP NEW
+$2.0K
14,636
-2%
减持
NVS
NOVARTIS AG
+$0
2,872
-0%