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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 147 项
建仓 16
增持 89
减持 31
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$9.2M
95,164
+116%
清仓
BUFR
FIRST TR EXCHNG TRADED FD VI
-$7.4M
0
-100%
增持
IVV
ISHARES TR
+$5.1M
86,088
+2%
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
+$3.0M
158,626
+4%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$2.8M
39,752
+4%
建仓
ARL
AMERICAN RLTY INVS INC
+$2.7M
150,000
减持
NVDA
NVIDIA CORPORATION
+$2.7M
8,282
-15%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$1.7M
261,436
+4%
增持
PYLD
PIMCO ETF TR
+$1.5M
682,895
+9%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.5M
533,825
+8%
减持
VUG
VANGUARD INDEX FDS
+$1.5M
45,307
-0%
增持
MSFT
MICROSOFT CORP
+$1.3M
19,187
+6%
增持
VTEB
VANGUARD MUN BD FDS
+$1.2M
33,227
+274%
增持
LLY
ELI LILLY & CO
+$1.1M
4,202
+13%
增持
—
EXXON MOBIL CORP
+$1.1M
64,841
+1%
增持
AMZN
AMAZON COM INC
+$1.1M
23,966
+13%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$928.8K
220,025
+4%
增持
CAT
CATERPILLAR INC
+$791.2K
2,712
+296%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$769.4K
8,494
+8%
清仓
—
BARRICK GOLD CORP
-$767.8K
0
-100%
增持
GE
GENERAL ELECTRIC CO
+$759.1K
5,562
+227%
增持
FYX
FIRST TR SML CP CORE ALPHA F
+$756.4K
120,630
+5%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$744.3K
170,283
+10%
清仓
UPS
UNITED PARCEL SERVICE INC
-$741.6K
0
-100%
增持
MUNI
PIMCO ETF TR
+$727.6K
164,688
+10%
增持
BBAG
J P MORGAN EXCHANGE TRADED F
+$713.2K
266,978
+8%
建仓
UBER
UBER TECHNOLOGIES INC
+$675.1K
8,769
减持
HON
HONEYWELL INTL INC
-$661.9K
2,547
-55%
增持
JPM
JPMORGAN CHASE & CO
+$616.6K
13,202
+11%
增持
SPEM
SPDR INDEX SHS FDS
+$581.0K
206,100
+6%
建仓
NFLX
NETFLIX INC
+$523.2K
862
减持
META
META PLATFORMS INC
+$511.2K
4,626
-6%
增持
GOOG
ALPHABET INC
+$496.7K
18,538
+12%
清仓
VTI
VANGUARD INDEX FDS
-$441.3K
0
-100%
增持
MUB
ISHARES TR
+$427.8K
7,243
+123%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$420.6K
1,312
增持
BAC
BANK AMERICA CORP
+$417.2K
85,467
+2%
增持
PSX
PHILLIPS 66
+$413.1K
9,271
+12%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$404.9K
82,880
+11%
减持
RTX
RTX CORPORATION
-$402.4K
15,131
-32%
清仓
—
ETF MANAGERS TR
-$400.3K
0
-100%
增持
SPAB
SPDR SER TR
+$371.3K
235,084
+8%
建仓
—
LAM RESEARCH CORP
+$330.3K
340
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$314.3K
5,797
+20%
清仓
BSM
BLACK STONE MINERALS L P
-$308.9K
0
-100%
减持
AVGO
BROADCOM INC
+$308.1K
1,713
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$283.0K
3,956
+24%
增持
PEP
PEPSICO INC
+$276.3K
13,811
+10%
增持
KO
COCA COLA CO
+$274.8K
11,254
+60%
建仓
AGG
ISHARES TR
+$264.2K
2,698
增持
PAA
PLAINS ALL AMERN PIPELINE L
+$255.1K
86,729
+4%
建仓
APA
APA CORPORATION
+$253.9K
7,384
增持
BA
BOEING CO
-$252.2K
3,738
+0%
建仓
HCA
HCA HEALTHCARE INC
+$245.5K
736
增持
VZ
VERIZON COMMUNICATIONS INC
+$244.5K
39,331
+5%
建仓
EXE
CHESAPEAKE ENERGY CORP
+$240.9K
2,712
增持
—
LINDE PLC
+$238.6K
2,636
+10%
增持
AAPL
APPLE INC
-$235.8K
51,564
+9%
建仓
FANG
DIAMONDBACK ENERGY INC
+$235.0K
1,186
增持
UPRO
PROSHARES TR
+$227.6K
10,826
+11%
增持
V
VISA INC
+$227.4K
7,300
+5%
增持
COP
CONOCOPHILLIPS
+$226.8K
19,090
+1%
建仓
APO
APOLLO GLOBAL MGMT INC
+$224.9K
2,000
增持
GOOGL
ALPHABET INC
+$224.8K
6,056
+23%
建仓
MU
MICRON TECHNOLOGY INC
+$216.7K
1,838
增持
NEE
NEXTERA ENERGY INC
+$215.6K
14,525
+24%
清仓
GLD
SPDR GOLD TR
-$215.1K
0
-100%
建仓
—
PIONEER NAT RES CO
+$212.1K
808
建仓
ABT
ABBOTT LABS
+$205.6K
1,809
建仓
MSTR
MICROSTRATEGY INC
+$204.5K
120
增持
OKE
ONEOK INC NEW
+$202.5K
13,208
+8%
清仓
—
EXCHANGE TRADED CONCEPTS TR
-$200.5K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
+$194.0K
17,448
-3%
增持
OXY
OCCIDENTAL PETE CORP
+$193.7K
7,291
+55%
清仓
KMI
KINDER MORGAN INC DEL
-$186.5K
0
-100%
减持
ABBV
ABBVIE INC
+$176.9K
7,702
-3%
增持
TQQQ
PROSHARES TR
+$173.3K
11,690
+8%
增持
MA
MASTERCARD INCORPORATED
+$150.9K
1,973
+5%
增持
SPY
SPDR S&P 500 ETF TR
+$150.8K
2,470
+3%
增持
CSCO
CISCO SYS INC
+$150.5K
32,178
+12%
增持
COST
COSTCO WHSL CORP NEW
+$141.8K
1,227
+7%
增持
ET
ENERGY TRANSFER L P
+$137.0K
41,963
+11%
增持
XLE
SELECT SECTOR SPDR TR
+$126.3K
5,444
+18%
增持
JNJ
JOHNSON & JOHNSON
+$119.9K
17,932
+3%
增持
UNP
UNION PAC CORP
+$112.5K
4,302
+12%
增持
LEG
LEGGETT & PLATT INC
-$105.2K
15,937
+2%
增持
CRM
SALESFORCE INC
+$102.3K
2,635
+0%
增持
MO
ALTRIA GROUP INC
+$93.8K
24,246
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$90.8K
25,306
+1%
增持
QCOM
QUALCOMM INC
+$87.2K
1,993
+15%
增持
FCX
FREEPORT-MCMORAN INC
+$86.8K
10,034
+11%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$83.8K
20,494
+1%
增持
QQQ
INVESCO QQQ TR
+$82.6K
1,013
+13%
建仓
ABSI
ABSCI CORPORATION
+$81.8K
14,400
增持
GSK
GSK PLC
+$77.0K
12,867
+0%
减持
DIS
DISNEY WALT CO
+$76.0K
2,653
-4%
增持
ADBE
ADOBE INC
+$68.1K
1,640
+29%
增持
AMGN
AMGEN INC
+$67.8K
6,672
+5%
减持
EOG
EOG RES INC
-$67.6K
2,145
-24%
增持
TROW
PRICE T ROWE GROUP INC
+$66.7K
4,414
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$66.1K
2,087
-1%
减持
DVN
DEVON ENERGY CORP NEW
-$66.0K
20,675
-15%
减持
MDLZ
MONDELEZ INTL INC
-$65.9K
6,837
-9%
增持
MCD
MCDONALDS CORP
-$63.8K
11,357
+3%
减持
CVX
CHEVRON CORP NEW
+$60.8K
20,086
-4%
增持
KMB
KIMBERLY-CLARK CORP
+$59.2K
4,554
+4%
增持
—
ACCENTURE PLC IRELAND
+$58.2K
1,981
+11%
增持
T
AT&T INC
+$58.2K
68,313
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$55.6K
1,187
-1%
减持
MRK
MERCK & CO INC
-$49.7K
7,584
-21%
增持
DE
DEERE & CO
+$47.7K
707
+16%
增持
HNI
HNI CORP
+$46.9K
13,144
+1%
增持
HD
HOME DEPOT INC
+$45.4K
1,179
+0%
增持
—
LYONDELLBASELL INDUSTRIES N
+$44.4K
4,967
+2%
增持
INTC
INTEL CORP
-$42.5K
11,102
+5%
增持
WMT
WALMART INC
+$41.2K
36,178
+167%
增持
TFC
TRUIST FINL CORP
+$41.1K
13,011
+3%
增持
GD
GENERAL DYNAMICS CORP
+$40.2K
1,069
+6%
增持
TSLA
TESLA INC
-$35.7K
5,735
+37%
增持
FLO
FLOWERS FOODS INC
+$34.4K
19,153
+3%
减持
BEN
FRANKLIN RESOURCES INC
-$33.7K
18,679
-0%
清仓
—
NEUROONE MED TECHNOLOGIES CO
-$30.8K
0
-100%
减持
F
FORD MTR CO DEL
+$30.0K
33,622
-2%
增持
PLD
PROLOGIS INC.
+$25.8K
5,685
+6%
减持
ETV
EATON VANCE TAX-MANAGED BUY-
+$25.5K
47,271
-0%
清仓
DNA
GINKGO BIOWORKS HOLDINGS INC
-$25.1K
0
-100%
减持
MMM
3M CO
-$23.9K
5,089
-1%
增持
PFE
PFIZER INC
+$21.5K
21,418
+8%
增持
LMT
LOCKHEED MARTIN CORP
+$20.3K
754
+6%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$20.2K
7,294
-0%
增持
O
REALTY INCOME CORP
-$17.0K
9,504
+3%
减持
—
UBS GROUP AG
-$16.9K
63,567
-0%
减持
XLF
SELECT SECTOR SPDR TR
+$15.0K
5,393
-4%
减持
VKQ
INVESCO MUNICIPAL TRUST
-$14.4K
55,306
-4%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$14.3K
14,557
-7%
减持
ENB
ENBRIDGE INC
-$13.3K
17,909
-2%
增持
CMCSA
COMCAST CORP NEW
+$13.2K
6,431
+6%
减持
BX
BLACKSTONE INC
-$12.8K
2,937
-4%
增持
ED
CONSOLIDATED EDISON INC
+$12.5K
8,456
+2%
增持
PM
PHILIP MORRIS INTL INC
+$11.5K
3,411
+7%
减持
VGT
VANGUARD WORLD FDS
+$8.3K
530
-5%
增持
FRT
FEDERAL RLTY INVT TR NEW
+$5.7K
4,679
+2%
减持
GIS
GENERAL MLS INC
-$5.7K
3,838
-9%
减持
KHC
KRAFT HEINZ CO
-$3.3K
16,340
-0%
减持
KR
KROGER CO
-$2.6K
5,031
-21%
增持
WTAI
WISDOMTREE TR
+$1.7K
10,942
+0%
增持
—
AMCOR PLC
+$881
48,543
+2%
