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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 135 项
建仓 7
增持 56
减持 58
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$9.0M
198,584
减持
VTV
VANGUARD INDEX FDS
-$5.4M
115,272
-24%
清仓
WMB
WILLIAMS COS INC
-$2.5M
0
-100%
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
—
EXXON MOBIL CORP
-$2.4M
60,757
-26%
增持
IVV
ISHARES TR
+$2.4M
82,763
+0%
减持
COP
CONOCOPHILLIPS
-$1.9M
19,190
-41%
增持
AAPL
APPLE INC
+$1.7M
46,790
+1%
减持
NVDA
NVIDIA CORPORATION
+$1.5M
11,696
-3%
建仓
—
BARRICK GOLD CORP
+$1.2M
65,554
减持
VUG
VANGUARD INDEX FDS
-$1.0M
61,915
-20%
增持
VTI
VANGUARD INDEX FDS
+$923.5K
63,614
+1%
增持
MSFT
MICROSOFT CORP
+$915.1K
17,613
+1%
减持
CVX
CHEVRON CORP NEW
-$843.2K
17,481
-15%
清仓
XLE
SELECT SECTOR SPDR TR
-$823.8K
0
-100%
减持
PSX
PHILLIPS 66
-$807.3K
8,003
-49%
建仓
—
LINDE PLC
+$700.2K
1,970
清仓
—
LINDE PLC
-$673.5K
0
-100%
减持
EQBK
EQUITY BANCSHARES INC
-$602.4K
70,609
-1%
减持
EOG
EOG RES INC
-$594.9K
2,117
-67%
减持
BAC
BANK AMERICA CORP
-$533.9K
88,374
-4%
减持
JNJ
JOHNSON & JOHNSON
-$513.3K
17,625
-4%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$508.8K
36,297
-0%
增持
INTC
INTEL CORP
+$484.2K
30,486
+57%
增持
TSLA
TESLA INC
+$419.4K
3,146
+66%
增持
AMZN
AMAZON COM INC
+$410.8K
19,369
+2%
减持
GSST
GOLDMAN SACHS ETF TR
-$394.2K
4,519
-64%
增持
ABBV
ABBVIE INC
+$382.6K
12,318
+26%
减持
CNOB
CONNECTONE BANCORP INC
-$343.3K
15,500
-39%
清仓
EQT
EQT CORP
-$335.8K
0
-100%
减持
CFFN
CAPITOL FED FINL INC
-$318.7K
75,880
-21%
增持
T
AT&T INC
+$309.4K
66,602
+26%
清仓
LNG
CHENIERE ENERGY INC
-$306.8K
0
-100%
增持
GOOG
ALPHABET INC
+$298.4K
15,026
+5%
减持
PFE
PFIZER INC
-$298.0K
27,675
-1%
增持
CLX
CLOROX CO DEL
+$289.8K
4,274
+55%
增持
VZ
VERIZON COMMUNICATIONS INC
+$287.1K
48,173
+20%
减持
DVN
DEVON ENERGY CORP NEW
-$248.9K
17,052
-6%
增持
—
LYONDELLBASELL INDUSTRIES N
+$248.7K
5,523
+70%
增持
ED
CONSOLIDATED EDISON INC
+$240.8K
8,683
+40%
增持
GSK
GSK PLC
+$238.8K
15,199
+77%
增持
KMB
KIMBERLY-CLARK CORP
+$236.6K
4,828
+59%
增持
SPEM
SPDR INDEX SHS FDS
+$232.2K
183,257
+0%
增持
O
REALTY INCOME CORP
+$228.6K
8,455
+75%
减持
FYX
FIRST TR SML CP CORE ALPHA F
+$225.5K
108,513
-0%
增持
FLO
FLOWERS FOODS INC
+$224.3K
17,323
+99%
增持
MO
ALTRIA GROUP INC
+$223.8K
24,053
+29%
增持
TROW
PRICE T ROWE GROUP INC
+$221.8K
4,291
+78%
清仓
GE
GENERAL ELECTRIC CO
-$216.4K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$216.3K
2,207
增持
—
AMCOR PLC
+$213.7K
42,538
+87%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$212.2K
19,573
+16%
清仓
—
GEOPARK LTD
-$211.1K
0
-100%
建仓
GLD
SPDR GOLD TR
+$205.2K
1,120
建仓
OTTR
OTTER TAIL CORP
+$200.8K
2,779
增持
FRT
FEDERAL RLTY INVT TR NEW
+$200.7K
4,506
+86%
增持
HNI
HNI CORP
+$196.0K
15,679
+85%
增持
KHC
KRAFT HEINZ CO
+$194.2K
16,495
+51%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$190.1K
20,768
+47%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$190.0K
5,480
+46%
增持
BEN
FRANKLIN RESOURCES INC
+$189.9K
18,073
+61%
增持
MMM
3M CO
+$187.2K
4,728
+83%
减持
HON
HONEYWELL INTL INC
-$166.3K
5,210
-4%
增持
PEP
PEPSICO INC
+$158.9K
16,022
+5%
减持
MCD
MCDONALDS CORP
+$152.4K
10,737
-1%
减持
MA
MASTERCARD INCORPORATED
-$149.2K
2,391
-18%
减持
PG
PROCTER AND GAMBLE CO
-$147.9K
15,249
-4%
增持
VFC
V F CORP
+$146.7K
16,337
+98%
减持
UNP
UNION PAC CORP
-$136.5K
3,192
-15%
增持
VTEB
VANGUARD MUN BD FDS
+$132.0K
8,921
+38%
增持
AMGN
AMGEN INC
+$130.0K
6,613
+18%
增持
TFC
TRUIST FINL CORP
-$121.5K
13,897
+0%
减持
JPM
JPMORGAN CHASE & CO
-$121.4K
12,671
-4%
减持
META
META PLATFORMS INC
+$116.6K
2,145
-24%
减持
V
VISA INC
+$116.3K
7,481
-1%
增持
UNH
UNITEDHEALTH GROUP INC
-$103.7K
2,465
+3%
增持
BA
BOEING CO
+$98.5K
3,840
+2%
清仓
—
YAMANA GOLD INC
-$87.1K
0
-100%
建仓
—
DIREXION SHS ETF TR
+$81.6K
10,578
减持
HD
HOME DEPOT INC
-$80.6K
2,522
-3%
增持
UPS
UNITED PARCEL SERVICE INC
+$73.6K
2,846
+3%
增持
WMT
WALMART INC
+$71.8K
12,390
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$71.2K
2,699
-0%
减持
CSCO
CISCO SYS INC
+$69.5K
20,201
-2%
减持
OXY
OCCIDENTAL PETE CORP
-$64.9K
4,866
-17%
减持
—
PARAMOUNT GLOBAL
+$58.3K
10,777
-0%
清仓
ABSI
ABSCI CORPORATION
-$54.9K
0
-100%
清仓
—
AMYRIS INC
-$52.6K
0
-100%
减持
BP
BP PLC
+$50.0K
26,073
-3%
清仓
ZVIA
ZEVIA PBC
-$49.9K
0
-100%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$49.8K
14,272
+8%
减持
BX
BLACKSTONE INC
+$48.9K
3,593
-0%
减持
TQQQ
PROSHARES TR
+$48.2K
9,296
-25%
增持
QCOM
QUALCOMM INC
+$45.7K
2,077
+4%
减持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$41.2K
51,314
-5%
减持
ONEQ
FIDELITY COMWLTH TR
+$40.7K
5,844
-0%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$40.3K
22,440
-11%
减持
AVGO
BROADCOM INC
+$33.5K
549
-4%
增持
FCX
FREEPORT-MCMORAN INC
+$30.9K
9,183
+1%
减持
MRK
MERCK & CO INC
-$30.8K
5,010
-1%
清仓
DNA
GINKGO BIOWORKS HOLDINGS INC
-$30.6K
0
-100%
减持
F
FORD MTR CO DEL
+$29.6K
36,544
-1%
减持
MQY
BLACKROCK MUNIYILD QULT FD I
-$29.5K
14,689
-16%
减持
MDLZ
MONDELEZ INTL INC
-$29.3K
7,897
-9%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$29.2K
11,089
+10%
清仓
CGTX
COGNITION THERAPEUTICS INC
-$29.1K
0
-100%
增持
CMCSA
COMCAST CORP NEW
+$27.6K
7,544
+2%
减持
—
VBI VACCINES INC CDA
-$26.8K
110,502
-28%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$26.8K
75,844
-1%
增持
USB
US BANCORP DEL
-$26.7K
6,414
+8%
增持
RRC
RANGE RES CORP
+$23.1K
10,042
+4%
减持
ET
ENERGY TRANSFER L P
-$21.0K
17,836
-13%
增持
AMT
AMERICAN TOWER CORP NEW
+$20.2K
3,787
+6%
减持
XLF
SELECT SECTOR SPDR TR
-$19.2K
6,738
-2%
减持
GILD
GILEAD SCIENCES INC
-$18.6K
2,423
-5%
增持
NKE
NIKE INC
+$18.5K
2,461
+2%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
+$18.0K
156,730
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$17.2K
6,526
-1%
减持
GOOGL
ALPHABET INC
-$14.8K
4,740
-17%
增持
ABT
ABBOTT LABS
-$14.2K
2,107
+2%
减持
DERM
JOURNEY MED CORP
-$14.1K
10,748
-33%
减持
MUNI
PIMCO ETF TR
+$11.8K
151,574
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$11.8K
7,197
+1%
减持
—
MAGELLAN MIDSTREAM PRTNRS LP
-$11.0K
5,311
-11%
增持
OKE
ONEOK INC NEW
-$9.5K
7,792
+1%
清仓
—
CYBIN INC
-$9.2K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
-$8.8K
3,610
+2%
增持
KO
COCA COLA CO
-$7.5K
7,511
+1%
增持
NEE
NEXTERA ENERGY INC
+$6.9K
8,267
+10%
增持
LLY
LILLY ELI & CO
-$5.5K
1,878
+6%
减持
—
VIVOS THERAPEUTICS INC
-$4.6K
17,498
-33%
增持
VKQ
INVESCO MUNICIPAL TRUST
+$3.8K
67,856
+0%
减持
ITOT
ISHARES TR
+$2.8K
3,423
-5%
减持
PAA
PLAINS ALL AMERN PIPELINE L
+$1.9K
80,160
-6%
减持
GANX
GAIN THERAPEUTICS INC
+$1.6K
12,502
-33%
减持
—
HUMANIGEN INC
-$547
15,000
-33%
