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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 124 项
建仓 7
增持 84
减持 17
清仓 16
方向
标的
Δ市值
现股数(环比)
清仓
TBX
PROSHARES TR
-$6.2M
0
-100%
清仓
SHV
ISHARES TR
-$3.2M
0
-100%
增持
IVV
ISHARES TR
+$2.6M
70,238
+32%
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
VUG
VANGUARD INDEX FDS
-$2.1M
52,812
+10%
增持
ITOT
ISHARES TR
+$1.8M
186,021
+36%
增持
SPY
SPDR S&P 500 ETF TR
+$1.5M
7,108
+169%
增持
AAPL
APPLE INC
-$1.2M
47,154
+7%
建仓
GD
GENERAL DYNAMICS CORP
+$1.0M
4,545
增持
NVDA
NVIDIA CORPORATION
-$907.0K
8,934
+8%
增持
BAC
BK OF AMERICA CORP
-$897.0K
94,880
+2%
增持
AMZN
AMAZON COM INC
-$789.0K
17,207
+2043%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$770.0K
3,337
+350%
增持
DEUS
DBX ETF TR
-$760.0K
341,597
+8%
增持
VTV
VANGUARD INDEX FDS
-$751.0K
139,625
+8%
增持
MSFT
MICROSOFT CORP
-$673.0K
16,917
+4%
清仓
NTR
NUTRIEN LTD
-$609.0K
0
-100%
建仓
IWM
ISHARES TR
+$462.0K
2,725
减持
WMT
WALMART INC
-$415.0K
12,382
-4%
增持
IJR
ISHARES TR
-$413.0K
61,846
+9%
建仓
—
CONTINENTAL RES INC
+$354.0K
5,421
增持
—
EXXON MOBIL CORP
+$338.0K
81,254
+1%
清仓
—
BARRICK GOLD CORP
-$338.0K
0
-100%
清仓
GNR
SPDR INDEX SHS FDS
-$331.0K
0
-100%
增持
COP
CONOCOPHILLIPS
-$328.0K
32,926
+0%
清仓
XLP
SELECT SECTOR SPDR TR
-$318.0K
0
-100%
清仓
TSLA
TESLA INC
-$279.0K
0
-100%
减持
SYK
STRYKER CORPORATION
-$276.0K
4,025
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$264.0K
5,266
+9%
清仓
GE
GENERAL ELECTRIC CO
-$260.0K
0
-100%
建仓
BKE
BUCKLE INC
+$260.0K
9,400
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$249.0K
10,205
清仓
GILD
GILEAD SCIENCES INC
-$241.0K
0
-100%
增持
GOOG
ALPHABET INC
-$237.0K
650
+9%
建仓
CLX
CLOROX CO DEL
+$237.0K
1,681
减持
F
FORD MTR CO DEL
-$236.0K
36,344
-4%
清仓
RRC
RANGE RES CORP
-$234.0K
0
-100%
清仓
ONEQ
FIDELITY COMWLTH TR
-$229.0K
0
-100%
清仓
LULU
LULULEMON ATHLETICA INC
-$226.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$226.0K
16,835
+8%
增持
IEMG
ISHARES INC
-$223.0K
148,607
+10%
清仓
SPR
SPIRIT AEROSYSTEMS HLDGS INC
-$221.0K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$215.0K
0
-100%
减持
FCX
FREEPORT-MCMORAN INC
-$211.0K
7,322
-14%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$210.0K
0
-100%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$208.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
-$207.0K
18,425
+4%
增持
EQBK
EQUITY BANCSHARES INC
-$206.0K
66,105
+0%
增持
BA
BOEING CO
-$197.0K
4,893
+8%
减持
TGT
TARGET CORP
-$196.0K
2,478
-4%
增持
CSCO
CISCO SYS INC
-$175.0K
21,882
+10%
增持
WMB
WILLIAMS COS INC
-$161.0K
76,393
+0%
增持
INTC
INTEL CORP
-$157.0K
13,072
+0%
减持
BX
BLACKSTONE INC
-$145.0K
3,775
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$140.0K
2,231
+13%
增持
MCD
MCDONALDS CORP
+$135.0K
11,457
+5%
增持
AMT
AMERICAN TOWER CORP NEW
+$133.0K
3,022
+19%
增持
MMM
3M CO
+$131.0K
3,875
+56%
建仓
—
AMCOR PLC
+$128.0K
10,268
增持
DIS
DISNEY WALT CO
-$126.0K
3,431
+5%
增持
—
PARAMOUNT GLOBAL
-$124.0K
10,271
+3%
增持
FTNT
FORTINET INC
-$121.0K
10,250
+400%
增持
TFC
TRUIST FINL CORP
-$120.0K
13,995
+1%
增持
UNP
UNION PAC CORP
-$113.0K
3,378
+11%
增持
OKE
ONEOK INC NEW
-$113.0K
7,559
+0%
增持
PEP
PEPSICO INC
+$106.0K
15,698
+5%
增持
MO
ALTRIA GROUP INC
-$101.0K
14,895
+8%
增持
GS
GOLDMAN SACHS GROUP INC
+$100.0K
1,950
+34%
增持
DE
DEERE & CO
-$100.0K
1,435
+12%
增持
PG
PROCTER AND GAMBLE CO
-$95.0K
13,835
+1%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$83.0K
3,821
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$81.0K
35,564
+5%
减持
KR
KROGER CO
-$75.0K
6,344
-3%
增持
GOOGL
ALPHABET INC
-$71.0K
242
+13%
增持
META
META PLATFORMS INC
-$71.0K
2,558
+18%
增持
T
AT&T INC
-$70.0K
34,072
+3%
增持
PFE
PFIZER INC
+$65.0K
26,287
+4%
增持
LLY
LILLY ELI & CO
+$64.0K
1,678
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$63.0K
2,261
+15%
减持
MRK
MERCK & CO INC
+$58.0K
7,323
-1%
增持
ENB
ENBRIDGE INC
-$56.0K
14,559
+0%
增持
NEM
NEWMONT CORP
-$55.0K
3,460
+5%
减持
—
MEDTRONIC PLC
-$53.0K
2,242
-2%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$53.0K
18,034
+0%
增持
XLE
SELECT SECTOR SPDR TR
-$51.0K
10,339
+0%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$50.0K
11,839
+6%
增持
—
SEABRIDGE GOLD INC
-$48.0K
11,050
+11%
增持
XLF
SELECT SECTOR SPDR TR
-$46.0K
6,737
+0%
增持
V
VISA INC
-$44.0K
6,856
+9%
增持
KMB
KIMBERLY-CLARK CORP
+$44.0K
1,949
+9%
减持
BP
BP PLC
-$40.0K
26,880
-1%
减持
LMT
LOCKHEED MARTIN CORP
-$37.0K
708
-8%
增持
KHC
KRAFT HEINZ CO
+$37.0K
7,224
+19%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$35.0K
22,068
+3%
增持
AVGO
BROADCOM INC
-$34.0K
560
+15%
减持
GIS
GENERAL MLS INC
+$30.0K
4,359
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$26.0K
7,460
-1%
增持
DVN
DEVON ENERGY CORP NEW
-$24.0K
11,927
+4%
减持
ET
ENERGY TRANSFER L P
-$23.0K
15,946
-2%
增持
HON
HONEYWELL INTL INC
-$22.0K
4,838
+9%
增持
ABBV
ABBVIE INC
+$22.0K
7,174
+8%
增持
MQY
BLACKROCK MUNIYILD QULT FD I
-$21.0K
27,022
+2%
增持
ABT
ABBOTT LABS
-$18.0K
2,115
+1%
减持
EVRG
EVERGY INC
-$18.0K
3,483
-3%
增持
VKQ
INVESCO MUNICIPAL TRUST
-$18.0K
22,501
+5%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
-$18.0K
29,898
+2%
增持
EOG
EOG RES INC
+$16.0K
4,914
+11%
增持
UPS
UNITED PARCEL SERVICE INC
-$16.0K
2,459
+13%
减持
NVS
NOVARTIS AG
-$15.0K
2,801
-2%
增持
NKE
NIKE INC
-$14.0K
2,321
+24%
增持
—
LINDE PLC
+$14.0K
1,855
+14%
增持
MA
MASTERCARD INCORPORATED
+$13.0K
2,536
+15%
增持
ED
CONSOLIDATED EDISON INC
+$11.0K
3,500
+3%
增持
DOW
DOW INC
-$11.0K
3,962
+17%
减持
SO
SOUTHERN CO
-$10.0K
7,022
-0%
增持
NEE
NEXTERA ENERGY INC
+$9.0K
5,693
+12%
增持
—
ANNALY CAPITAL MANAGEMENT IN
-$9.0K
16,244
+9%
增持
EIM
EATON VANCE MUN BD FD
-$9.0K
15,550
+2%
增持
JPM
JPMORGAN CHASE & CO
+$9.0K
10,710
+22%
增持
PSX
PHILLIPS 66
+$7.0K
15,455
+6%
增持
COST
COSTCO WHSL CORP NEW
-$6.0K
774
+18%
增持
VGM
INVESCO TR INVT GRADE MUNS
-$6.0K
13,697
+6%
增持
QCOM
QUALCOMM INC
-$6.0K
2,855
+18%
增持
OGE
OGE ENERGY CORP
-$5.0K
5,236
+3%
增持
HD
HOME DEPOT INC
-$2.0K
2,925
+9%