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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 138 项
建仓 12
增持 76
减持 42
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$7.0M
44,110
清仓
BIL
SPDR SER TR
-$6.9M
0
-100%
建仓
SPAB
SPDR SER TR
+$5.6M
217,303
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
IVV
ISHARES TR
+$4.9M
84,132
+2%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$2.5M
38,144
+4%
增持
VTV
VANGUARD INDEX FDS
+$2.5M
153,004
+4%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.5M
492,679
+6%
增持
VUG
VANGUARD INDEX FDS
+$1.9M
45,445
+1%
增持
PYLD
PIMCO ETF TR
+$1.7M
625,310
+7%
增持
FYX
FIRST TR SML CP CORE ALPHA F
+$1.6M
114,582
+4%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$1.5M
251,361
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.3M
211,061
+5%
增持
MSFT
MICROSOFT CORP
+$1.2M
18,083
+2%
增持
BBAG
J P MORGAN EXCHANGE TRADED F
+$1.2M
247,864
+6%
增持
AAPL
APPLE INC
+$1.1M
47,151
+2%
增持
—
EXXON MOBIL CORP
-$849.8K
64,312
+4%
增持
AMZN
AMAZON COM INC
+$837.9K
21,255
+13%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$833.0K
279,858
+4%
增持
NVDA
NVIDIA CORPORATION
+$790.2K
9,747
+5%
建仓
COST
COSTCO WHSL CORP NEW
+$757.0K
1,147
增持
AVGO
BROADCOM INC
+$697.4K
1,758
+16%
减持
EQBK
EQUITY BANCSHARES INC
+$690.4K
72,679
-1%
增持
SPEM
SPDR INDEX SHS FDS
+$633.7K
194,232
+4%
增持
META
META PLATFORMS INC
+$626.7K
4,902
+33%
减持
PEP
PEPSICO INC
-$622.8K
12,605
-23%
减持
BAC
BANK AMERICA CORP
+$508.9K
83,863
-1%
清仓
FLDR
FIDELITY MERRIMACK STR TR
-$508.3K
0
-100%
减持
HD
HOME DEPOT INC
-$430.8K
1,174
-58%
增持
JPM
JPMORGAN CHASE & CO
+$430.7K
11,921
+8%
增持
RTX
RTX CORPORATION
+$419.0K
22,322
+10%
增持
LLY
ELI LILLY & CO
+$417.4K
3,706
+14%
增持
MCD
MCDONALDS CORP
+$401.5K
11,014
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$383.1K
3,179
+24%
增持
TSLA
TESLA INC
+$377.0K
4,201
+58%
减持
MUNI
PIMCO ETF TR
+$374.2K
149,879
-0%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
+$368.9K
154,942
-0%
增持
UPRO
PROSHARES TR
+$334.4K
9,795
+100%
清仓
—
PIONEER NAT RES CO
-$328.3K
0
-100%
增持
V
VISA INC
+$312.9K
6,952
+7%
增持
TQQQ
PROSHARES TR
+$292.3K
10,776
+51%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$283.2K
7,858
+9%
增持
PLD
PROLOGIS INC.
+$277.9K
5,360
+38%
减持
CFFN
CAPITOL FED FINL INC
-$275.2K
13,442
-82%
增持
CRM
SALESFORCE INC
+$273.9K
2,627
+28%
建仓
QCOM
QUALCOMM INC
+$250.2K
1,730
增持
GOOG
ALPHABET INC
+$249.7K
16,504
+5%
建仓
SHOP
SHOPIFY INC
+$243.8K
3,130
增持
HON
HONEYWELL INTL INC
+$242.6K
5,649
+11%
增持
UNP
UNION PAC CORP
+$230.0K
3,850
+10%
减持
JNJ
JOHNSON & JOHNSON
-$224.3K
17,333
-8%
建仓
WFC
WELLS FARGO CO NEW
+$224.2K
4,556
建仓
GE
GENERAL ELECTRIC CO
+$217.2K
1,702
建仓
GLD
SPDR GOLD TR
+$215.1K
1,125
建仓
XLF
SELECT SECTOR SPDR TR
+$212.1K
5,642
清仓
EIM
EATON VANCE MUN BD FD
-$205.0K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$203.4K
11,733
+32%
建仓
CAT
CATERPILLAR INC
+$202.5K
685
清仓
GSST
GOLDMAN SACHS ETF TR
-$200.7K
0
-100%
建仓
—
EXCHANGE TRADED CONCEPTS TR
+$200.5K
17,300
增持
UPS
UNITED PARCEL SERVICE INC
+$200.3K
4,716
+36%
增持
WMT
WALMART INC
+$196.1K
13,546
+12%
增持
—
LINDE PLC
+$193.7K
2,399
+13%
增持
PG
PROCTER AND GAMBLE CO
+$188.3K
17,995
+7%
增持
ADBE
ADOBE INC
+$176.1K
1,273
+11%
增持
—
ACCENTURE PLC IRELAND
+$175.5K
1,790
+21%
增持
INTC
INTEL CORP
+$166.5K
10,604
+3%
清仓
MQY
BLACKROCK MUNIYILD QULT FD I
-$150.3K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
+$140.2K
37,290
-5%
增持
SGOL
ABRDN GOLD ETF TRUST
+$136.2K
62,014
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$124.2K
2,401
+1%
减持
PFE
PFIZER INC
-$121.0K
19,897
-5%
减持
AMGN
AMGEN INC
+$119.9K
6,351
-0%
减持
BA
BOEING CO
+$117.7K
3,735
-16%
增持
MA
MASTERCARD INCORPORATED
+$117.2K
1,874
+9%
减持
BP
BP PLC
-$108.7K
25,757
-2%
增持
DVN
DEVON ENERGY CORP NEW
+$98.9K
24,359
+16%
增持
BEN
FRANKLIN RESOURCES INC
+$97.8K
18,758
+0%
清仓
—
BLACKROCK MUN INCOME TR
-$97.6K
0
-100%
减持
TFC
TRUIST FINL CORP
+$96.7K
12,624
-2%
增持
CVX
CHEVRON CORP NEW
+$94.5K
20,834
+17%
增持
CSCO
CISCO SYS INC
+$92.6K
28,811
+14%
减持
T
AT&T INC
+$92.5K
68,186
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$85.3K
4,847
-4%
减持
HNI
HNI CORP
+$83.9K
13,060
-2%
增持
OKE
ONEOK INC NEW
+$83.6K
12,197
+0%
减持
PSX
PHILLIPS 66
+$83.4K
8,271
-2%
清仓
GAB
GABELLI EQUITY TR INC
-$77.8K
0
-100%
减持
TGT
TARGET CORP
+$76.0K
2,748
-4%
减持
MMM
3M CO
+$69.2K
5,156
-2%
减持
O
REALTY INCOME CORP
+$68.6K
9,250
-0%
减持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$66.3K
41,747
-22%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$65.6K
7,316
-4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$60.2K
24,981
+2%
增持
KHC
KRAFT HEINZ CO
+$57.8K
16,395
+1%
减持
AMT
AMERICAN TOWER CORP NEW
+$56.7K
1,435
-7%
减持
ARKK
ARK ETF TR
+$56.6K
4,926
-3%
减持
FRT
FEDERAL RLTY INVT TR NEW
+$55.5K
4,581
-0%
减持
SYK
STRYKER CORPORATION
+$54.5K
3,855
-4%
增持
ET
ENERGY TRANSFER L P
+$53.1K
37,906
+13%
增持
FCX
FREEPORT-MCMORAN INC
+$51.9K
9,045
+1%
增持
CBSH
COMMERCE BANCSHARES INC
+$48.9K
6,344
+5%
减持
—
PIMCO MUN INCOME FD III
-$48.5K
31,718
-27%
增持
ABBV
ABBVIE INC
+$47.6K
7,909
+0%
增持
ED
CONSOLIDATED EDISON INC
+$46.2K
8,304
+0%
增持
COP
CONOCOPHILLIPS
-$45.6K
18,980
+1%
增持
VGT
VANGUARD WORLD FDS
+$41.4K
557
+1%
减持
MRK
MERCK & CO INC
-$40.8K
9,635
-9%
增持
GD
GENERAL DYNAMICS CORP
+$39.9K
1,008
+0%
增持
KO
COCA COLA CO
+$38.0K
7,021
+5%
增持
ARCC
ARES CAPITAL CORP
+$35.5K
19,850
+7%
增持
MO
ALTRIA GROUP INC
-$33.9K
23,892
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$32.3K
712
+0%
减持
VKQ
INVESCO MUNICIPAL TRUST
-$31.3K
57,806
-17%
建仓
—
NEUROONE MED TECHNOLOGIES CO
+$30.8K
19,500
减持
DNA
GINKGO BIOWORKS HOLDINGS INC
-$28.7K
14,870
-50%
减持
NKE
NIKE INC
+$28.5K
2,351
-1%
增持
INCY
INCYTE CORP
+$28.0K
4,420
+2%
减持
ITOT
ISHARES TR
+$25.5K
2,534
-1%
减持
F
FORD MTR CO DEL
-$25.5K
34,170
-4%
减持
VTEB
VANGUARD MUN BD FDS
+$24.3K
8,882
-0%
增持
SCHD
SCHWAB STRATEGIC TR
+$23.0K
2,970
+3%
减持
—
AMCOR PLC
+$21.4K
47,797
-0%
增持
TROW
PRICE T ROWE GROUP INC
+$17.8K
4,378
+1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$17.4K
15,577
+8%
增持
KMI
KINDER MORGAN INC DEL
+$16.8K
10,570
+3%
减持
NBH
NEUBERGER BERMAN MUN FD INC
+$16.4K
22,507
-4%
增持
GSK
GSK PLC
+$12.7K
12,806
+0%
增持
LEG
LEGGETT & PLATT INC
+$11.9K
15,680
+0%
减持
DIS
DISNEY WALT CO
+$11.7K
2,753
-6%
增持
FLO
FLOWERS FOODS INC
+$10.9K
18,681
+1%
增持
OXY
OCCIDENTAL PETE CORP
+$8.2K
4,691
+12%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$6.9K
20,236
-16%
增持
KMB
KIMBERLY-CLARK CORP
+$6.5K
4,361
+1%
减持
VTI
VANGUARD INDEX FDS
-$5.3K
1,860
-12%
增持
—
LYONDELLBASELL INDUSTRIES N
+$4.1K
4,876
+0%
减持
GIS
GENERAL MLS INC
-$4.1K
4,210
-3%
增持
PAA
PLAINS ALL AMERN PIPELINE L
+$2.8K
83,690
+1%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$1.9K
74,901
-1%
