小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 144 项
建仓 21
增持 78
减持 25
清仓 20
方向
标的
Δ市值
现股数(环比)
建仓
VTI
VANGUARD INDEX FDS
+$9.4M
33,124
清仓
BIL
SPDR SER TR
-$9.3M
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$2.5M
162,073
+1%
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
+$2.5M
77,528
+0%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.0M
573,373
+4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.8M
99,060
+2%
增持
AAPL
APPLE INC
+$1.4M
52,907
+2%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.4M
0
-100%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.4M
32,253
+2%
增持
FYX
FIRST TR SML CP CORE ALPHA F
+$1.3M
124,938
+2%
增持
PYLD
PIMCO ETF TR
+$1.3M
729,639
+3%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$1.2M
269,651
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$971.1K
228,378
+2%
增持
SPEM
SPDR INDEX SHS FDS
+$901.0K
213,617
+2%
增持
BBAG
J P MORGAN EXCHANGE TRADED F
+$892.6K
284,100
+3%
增持
HD
HOME DEPOT INC
+$857.2K
4,629
+56%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$703.6K
9,491
+5%
增持
LMT
LOCKHEED MARTIN CORP
+$674.3K
1,756
+133%
增持
ORCL
ORACLE CORP
+$664.0K
17,360
+7%
建仓
—
BLACKROCK INC
+$630.5K
664
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$629.9K
17,640
+159%
建仓
UPS
UNITED PARCEL SERVICE INC
+$628.4K
4,609
清仓
HNI
HNI CORP
-$576.7K
0
-100%
增持
USB
US BANCORP DEL
+$566.1K
20,112
+126%
增持
KO
COCA COLA CO
+$565.3K
14,044
+101%
增持
WMT
WALMART INC
+$564.0K
39,281
+2%
建仓
TXN
TEXAS INSTRS INC
+$528.6K
2,559
清仓
KHC
KRAFT HEINZ CO
-$516.5K
0
-100%
增持
CSCO
CISCO SYS INC
+$515.8K
20,406
+70%
增持
TSLA
TESLA INC
+$513.6K
7,669
+2%
增持
OKE
ONEOK INC NEW
+$512.1K
17,449
+32%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$502.0K
0
-100%
增持
PEP
PEPSICO INC
+$493.7K
14,150
+22%
清仓
O
REALTY INCOME CORP
-$491.6K
0
-100%
增持
META
META PLATFORMS INC
+$489.9K
4,985
+6%
清仓
GSK
GSK PLC
-$484.1K
0
-100%
增持
EOG
EOG RES INC
+$484.1K
6,134
+186%
增持
PFE
PFIZER INC
+$465.3K
32,735
+90%
清仓
—
AMCOR PLC
-$463.5K
0
-100%
清仓
MMM
3M CO
-$463.1K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$463.0K
2,242
-60%
清仓
FRT
FEDERAL RLTY INVT TR NEW
-$461.2K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$450.4K
45,378
+0%
增持
SPAB
SPDR SER TR
+$446.8K
252,034
+3%
建仓
PAYX
PAYCHEX INC
+$430.3K
3,207
减持
T
AT&T INC
-$424.7K
38,077
-42%
增持
UNH
UNITEDHEALTH GROUP INC
+$419.3K
4,700
+3%
清仓
FLO
FLOWERS FOODS INC
-$414.9K
0
-100%
清仓
BEN
FRANKLIN RESOURCES INC
-$399.1K
0
-100%
建仓
FAST
FASTENAL CO
+$387.1K
5,420
减持
MCD
MCDONALDS CORP
+$382.0K
8,942
-3%
减持
ED
CONSOLIDATED EDISON INC
-$381.3K
3,500
-58%
增持
UPRO
PROSHARES TR
+$378.6K
9,888
+60%
增持
AGG
ISHARES TR
+$368.3K
11,813
+38%
增持
AVGO
BROADCOM INC
+$346.3K
19,215
+939%
增持
CAT
CATERPILLAR INC
+$343.8K
4,231
+8%
建仓
VLO
VALERO ENERGY CORP
+$340.8K
2,524
增持
GE
GE AEROSPACE
+$337.5K
8,542
+7%
建仓
CTRA
COTERRA ENERGY INC
+$303.9K
12,687
减持
DVN
DEVON ENERGY CORP NEW
-$299.1K
26,250
-6%
减持
APA
APA CORPORATION
-$294.6K
8,202
-51%
建仓
HSY
HERSHEY CO
+$283.3K
1,477
减持
RTX
RTX CORPORATION
+$281.1K
14,441
-1%
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$277.4K
18,873
建仓
MTB
M & T BK CORP
+$276.8K
1,554
建仓
FITB
FIFTH THIRD BANCORP
+$272.5K
6,361
增持
TQQQ
PROSHARES TR
+$257.0K
9,002
+68%
增持
ABBV
ABBVIE INC
+$247.2K
7,620
+4%
建仓
STRL
STERLING INFRASTRUCTURE INC
+$243.6K
1,680
清仓
MU
MICRON TECHNOLOGY INC
-$241.8K
0
-100%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$240.1K
0
-100%
建仓
VST
VISTRA CORP
+$237.1K
2,000
减持
TROW
PRICE T ROWE GROUP INC
-$232.1K
2,437
-44%
减持
NVDA
NVIDIA CORPORATION
-$228.7K
75,094
-1%
增持
NEE
NEXTERA ENERGY INC
+$222.6K
14,497
+2%
建仓
GLD
SPDR GOLD TR
+$215.8K
888
建仓
NKE
NIKE INC
+$215.0K
2,432
清仓
AMAT
APPLIED MATLS INC
-$212.4K
0
-100%
增持
F
FORD MTR CO
+$212.3K
59,433
+79%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$208.5K
177,089
+1%
清仓
SUN
SUNOCO LP/SUNOCO FIN CORP
-$206.6K
0
-100%
建仓
MS
MORGAN STANLEY
+$204.3K
1,960
建仓
—
GARMIN LTD
+$203.7K
1,157
建仓
KMI
KINDER MORGAN INC DEL
+$202.5K
9,166
建仓
MSTR
MICROSTRATEGY INC
+$202.3K
1,200
清仓
—
TORM PLC
-$202.2K
0
-100%
建仓
PAGP
PLAINS GP HLDGS L P
+$201.7K
10,901
减持
JNJ
JOHNSON & JOHNSON
+$200.7K
15,072
-2%
增持
MA
MASTERCARD INCORPORATED
+$190.5K
2,335
+7%
增持
MO
ALTRIA GROUP INC
+$188.8K
24,591
+5%
增持
PG
PROCTER AND GAMBLE CO
+$186.2K
17,745
+1%
增持
V
VISA INC
+$185.1K
7,938
+4%
清仓
LEG
LEGGETT & PLATT INC
-$180.1K
0
-100%
增持
MSFT
MICROSOFT CORP
-$175.6K
19,547
+2%
增持
GOOG
ALPHABET INC
-$166.2K
20,672
+5%
增持
MUNI
PIMCO ETF TR
+$162.7K
170,356
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$160.6K
39,100
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$157.8K
7,020
+15%
减持
—
LYONDELLBASELL INDUSTRIES N
-$154.1K
3,234
-33%
减持
EQBK
EQUITY BANCSHARES INC
+$151.4K
65,035
-9%
减持
—
EXXON MOBIL CORP
-$143.4K
63,287
-4%
增持
JPM
JPMORGAN CHASE & CO.
+$136.6K
13,536
+1%
增持
PLD
PROLOGIS INC.
+$133.7K
7,742
+3%
增持
COST
COSTCO WHSL CORP NEW
+$123.0K
1,408
+6%
增持
—
LINDE PLC
+$107.4K
2,221
+2%
清仓
—
MACQUARIE / FIRST TR GLOBAL
-$97.1K
0
-100%
增持
BA
BOEING CO
-$93.3K
3,933
+4%
增持
OXY
OCCIDENTAL PETE CORP
-$93.0K
9,191
+2%
减持
INTC
INTEL CORP
-$91.5K
11,684
-1%
减持
KMB
KIMBERLY-CLARK CORP
-$83.3K
3,758
-16%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
+$80.6K
47,477
+8%
增持
—
LAM RESEARCH CORP
-$79.1K
425
+6%
增持
AMGN
AMGEN INC
+$76.0K
6,573
+1%
增持
AMZN
AMAZON COM INC
-$74.2K
23,959
+2%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$64.8K
31,067
+14%
增持
ADBE
ADOBE INC
-$53.7K
2,437
+3%
增持
EIM
EATON VANCE MUN BD FD
+$52.5K
17,366
+37%
增持
COP
CONOCOPHILLIPS
-$51.5K
19,490
+6%
增持
VKQ
INVESCO MUNICIPAL TRUST
+$50.7K
60,382
+6%
增持
CVX
CHEVRON CORP NEW
-$47.8K
21,609
+5%
减持
CRM
SALESFORCE INC
+$46.3K
3,465
-1%
增持
LLY
ELI LILLY & CO
+$45.2K
4,527
+3%
减持
UNP
UNION PAC CORP
-$40.8K
1,189
-19%
减持
QQQ
INVESCO QQQ TR
-$38.7K
917
-10%
减持
BAC
BANK AMERICA CORP
-$37.9K
81,999
-1%
增持
MRK
MERCK & CO INC
+$34.6K
7,238
+14%
增持
VGM
INVESCO TR INVT GRADE MUNS
+$32.3K
16,937
+19%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$31.8K
15,097
+7%
增持
RRC
RANGE RES CORP
-$27.7K
10,045
+0%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$23.4K
85,070
-1%
增持
QCOM
QUALCOMM INC
-$23.0K
2,156
+10%
增持
XLF
SELECT SECTOR SPDR TR
+$22.7K
5,395
+0%
增持
PAA
PLAINS ALL AMERN PIPELINE L
-$21.8K
89,153
+1%
减持
KR
KROGER CO
+$20.8K
4,747
-6%
增持
SCHD
SCHWAB STRATEGIC TR
+$20.4K
2,973
+0%
增持
HON
HONEYWELL INTL INC
+$19.7K
4,884
+5%
增持
PANW
PALO ALTO NETWORKS INC
+$18.8K
651
+8%
增持
ET
ENERGY TRANSFER L P
+$16.0K
43,484
+3%
减持
UBER
UBER TECHNOLOGIES INC
+$12.3K
6,687
-1%
减持
DE
DEERE & CO
-$10.8K
607
-14%
减持
VTEB
VANGUARD MUN BD FDS
+$10.8K
32,782
-1%
减持
HCA
HCA HEALTHCARE INC
+$10.6K
608
-17%
清仓
—
CAMBER ENERGY INC
-$7.0K
0
-100%
增持
DIS
DISNEY WALT CO
-$1.9K
2,533
+2%