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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 149 项
建仓 9
增持 57
减持 69
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
JIRE
J P MORGAN EXCHANGE TRADED F
-$1.8M
273,848
+2%
清仓
ADBE
ADOBE INC
-$1.3M
0
-100%
增持
AVGO
BROADCOM INC
+$1.2M
19,338
+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
AMZN
AMAZON COM INC
+$968.7K
24,765
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$949.6K
232,351
+2%
减持
TSLA
TESLA INC
+$948.0K
7,316
-5%
减持
AAPL
APPLE INC
+$904.1K
52,837
-0%
减持
VTV
VANGUARD INDEX FDS
-$860.1K
162,038
-0%
增持
FBND
FIDELITY MERRIMACK STR TR
-$854.0K
578,236
+1%
减持
VUG
VANGUARD INDEX FDS
+$804.5K
44,407
-2%
减持
NVDA
NVIDIA CORPORATION
+$785.9K
73,761
-2%
增持
GOOG
ALPHABET INC
+$725.8K
21,959
+6%
减持
—
EXXON MOBIL CORP
-$686.8K
62,580
-1%
增持
WMB
WILLIAMS COS INC
+$667.9K
74,009
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$655.6K
3,522
+43%
清仓
—
BLACKROCK INC
-$630.5K
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
-$576.8K
214,785
+1%
增持
CRM
SALESFORCE INC
+$564.2K
4,524
+31%
减持
MRK
MERCK & CO INC
-$511.9K
3,117
-57%
增持
BBAG
J P MORGAN EXCHANGE TRADED F
-$498.1K
286,532
+1%
清仓
OXY
OCCIDENTAL PETE CORP
-$473.7K
0
-100%
增持
LLY
ELI LILLY & CO
-$473.2K
4,582
+1%
减持
DVN
DEVON ENERGY CORP NEW
-$464.4K
17,186
-35%
减持
HON
HONEYWELL INTL INC
-$418.2K
2,618
-46%
增持
AMGN
AMGEN INC
-$400.5K
6,589
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$389.9K
4,661
-1%
增持
PYLD
PIMCO ETF TR
-$373.3K
735,786
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$357.2K
13,397
-1%
建仓
VMO
INVESCO MUN OPPORTUNITY TR
+$355.8K
36,600
减持
BAC
BANK AMERICA CORP
+$349.4K
81,983
-0%
清仓
—
LAM RESEARCH CORP
-$346.8K
0
-100%
减持
PEP
PEPSICO INC
-$343.7K
13,564
-4%
增持
V
VISA INC
+$339.2K
7,979
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$338.0K
99,352
+0%
增持
VTI
VANGUARD INDEX FDS
+$317.6K
33,460
+1%
减持
JNJ
JOHNSON & JOHNSON
-$306.0K
14,774
-2%
清仓
CTRA
COTERRA ENERGY INC
-$303.9K
0
-100%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$292.2K
12,744
-1%
建仓
YMAX
TIDAL TR II
+$289.4K
17,071
增持
SCHD
SCHWAB STRATEGIC TR
+$265.6K
18,919
+536%
清仓
—
PIMCO MUN INCOME FD III
-$262.0K
0
-100%
减持
IVV
ISHARES TR
+$261.1K
76,410
-1%
减持
WMT
WALMART INC
+$254.6K
37,925
-3%
建仓
PML
PIMCO MUN INCOME FD II
+$254.0K
31,400
增持
RTX
RTX CORPORATION
+$250.1K
17,281
+20%
清仓
NBH
NEUBERGER BERMAN MUN FD INC
-$250.1K
0
-100%
清仓
HCA
HCA HEALTHCARE INC
-$247.1K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$238.2K
3,150
减持
VZ
VERIZON COMMUNICATIONS INC
-$232.7K
38,093
-3%
增持
AGG
ISHARES TR
+$232.1K
14,741
+25%
建仓
ARKK
ARK ETF TR
+$231.7K
4,081
增持
MSTR
MICROSTRATEGY INC
+$224.0K
1,472
+23%
减持
GE
GE AEROSPACE
-$221.1K
8,332
-2%
减持
COP
CONOCOPHILLIPS
-$221.1K
18,461
-5%
建仓
GILD
GILEAD SCIENCES INC
+$220.0K
2,382
减持
LMT
LOCKHEED MARTIN CORP
-$219.8K
1,660
-5%
清仓
—
ASTRAZENECA PLC
-$218.1K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$217.3K
2,598
-48%
减持
NEE
NEXTERA ENERGY INC
-$216.0K
14,079
-3%
增持
SPAB
SPDR SER TR
-$215.9K
254,994
+1%
清仓
NKE
NIKE INC
-$215.0K
0
-100%
增持
ET
ENERGY TRANSFER L P
+$211.5K
46,425
+7%
建仓
CINF
CINCINNATI FINL CORP
+$209.1K
1,455
建仓
LULU
LULULEMON ATHLETICA INC
+$208.4K
545
减持
PSX
PHILLIPS 66
-$205.8K
8,736
-4%
清仓
FANG
DIAMONDBACK ENERGY INC
-$204.5K
0
-100%
建仓
SPXL
DIREXION SHS ETF TR
+$202.6K
1,201
清仓
APA
APA CORPORATION
-$200.6K
0
-100%
减持
KO
COCA COLA CO
-$199.0K
13,013
-7%
减持
UPRO
PROSHARES TR
-$191.3K
7,457
-25%
增持
NFLX
NETFLIX INC
+$178.1K
885
+3%
增持
OKE
ONEOK INC NEW
+$162.1K
17,453
+0%
增持
BA
BOEING CO
+$160.8K
4,287
+9%
增持
PLD
PROLOGIS INC.
-$157.8K
7,756
+0%
减持
CAT
CATERPILLAR INC
-$155.8K
4,132
-2%
增持
ORCL
ORACLE CORP
+$152.4K
18,666
+8%
减持
CNOB
CONNECTONE BANCORP INC
-$150.4K
10,385
-33%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$147.6K
183,988
+4%
清仓
—
TIDAL TR II
-$143.9K
0
-100%
增持
ABBV
ABBVIE INC
+$143.5K
9,276
+22%
减持
EQBK
EQUITY BANCSHARES INC
-$138.8K
59,401
-9%
减持
FYX
FIRST TR SML CP CORE ALPHA F
+$133.7K
124,369
-0%
减持
MCD
MCDONALDS CORP
-$133.6K
8,932
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$132.5K
1,102
-3%
增持
SPYD
SPDR SER TR
+$132.2K
11,427
+44%
减持
GOOGL
ALPHABET INC
+$125.1K
5,616
-1%
减持
PFE
PFIZER INC
-$119.2K
31,214
-5%
增持
—
LINDE PLC
-$112.4K
2,261
+2%
增持
MUNI
PIMCO ETF TR
+$111.2K
176,622
+4%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$102.7K
32,078
-1%
减持
UBER
UBER TECHNOLOGIES INC
-$99.5K
6,682
-0%
减持
UPS
UNITED PARCEL SERVICE INC
-$98.1K
4,205
-9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$95.3K
9,427
-1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$92.9K
16,975
+12%
减持
CVX
CHEVRON CORP NEW
-$92.7K
21,331
-1%
减持
GS
GOLDMAN SACHS GROUP INC
+$90.2K
1,930
-6%
减持
CSCO
CISCO SYS INC
+$78.5K
19,670
-4%
减持
TXN
TEXAS INSTRS INC
-$75.6K
2,416
-6%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$74.2K
1,917
-14%
减持
AMT
AMERICAN TOWER CORP NEW
-$71.5K
1,432
-0%
增持
HD
HOME DEPOT INC
-$67.2K
4,650
+0%
增持
—
LYONDELLBASELL INDUSTRIES N
-$65.6K
3,293
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$64.0K
17,269
-2%
增持
GLD
SPDR GOLD TR
+$61.2K
1,144
+29%
减持
ED
CONSOLIDATED EDISON INC
-$61.1K
3,400
-3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$60.2K
10,034
+43%
减持
NVS
NOVARTIS AG
-$59.3K
2,700
-4%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$59.2K
27,905
-10%
减持
MA
MASTERCARD INCORPORATED
+$57.1K
2,298
-2%
减持
F
FORD MTR CO
-$56.1K
57,733
-3%
减持
TQQQ
PROSHARES TR
+$54.2K
8,932
-1%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
+$50.7K
55,271
+16%
增持
PANW
PALO ALTO NETWORKS INC
+$50.4K
1,500
+130%
减持
BP
BP PLC
-$50.1K
25,657
-0%
减持
INTC
INTEL CORP
-$49.8K
11,189
-4%
减持
VLO
VALERO ENERGY CORP
-$48.3K
2,386
-5%
减持
EOG
EOG RES INC
-$47.6K
5,763
-6%
减持
HSY
HERSHEY CO
-$45.3K
1,405
-5%
减持
—
UBS GROUP AG
-$42.6K
63,400
-0%
增持
USB
US BANCORP DEL
+$42.4K
20,115
+0%
增持
KMB
KIMBERLY-CLARK CORP
-$40.5K
3,771
+0%
增持
PG
PROCTER AND GAMBLE CO
-$39.1K
18,099
+2%
增持
CBSH
COMMERCE BANCSHARES INC
+$38.2K
6,661
+5%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$36.9K
86,183
+1%
增持
MSFT
MICROSOFT CORP
-$36.2K
19,869
+2%
减持
META
META PLATFORMS INC
+$35.3K
4,934
-1%
增持
VKQ
INVESCO MUNICIPAL TRUST
+$33.0K
66,516
+10%
增持
T
AT&T INC
+$30.4K
38,125
+0%
减持
HBAN
HUNTINGTON BANCSHARES INC
+$29.2K
18,849
-0%
减持
UNP
UNION PAC CORP
-$27.4K
1,165
-2%
减持
VGM
INVESCO TR INVT GRADE MUNS
-$19.9K
15,737
-7%
增持
PAYX
PAYCHEX INC
+$19.8K
3,210
+0%
增持
XLF
SELECT SECTOR SPDR TR
+$16.3K
5,396
+0%
减持
MTB
M & T BK CORP
+$14.8K
1,551
-0%
减持
COST
COSTCO WHSL CORP NEW
-$14.8K
1,346
-4%
减持
INCY
INCYTE CORP
+$11.7K
4,400
-0%
增持
—
HESS CORP
-$11.1K
4,011
+0%
增持
TROW
PRICE T ROWE GROUP INC
+$10.9K
2,444
+0%
减持
KR
KROGER CO
+$8.4K
4,585
-3%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$7.3K
12,089
+4%
清仓
—
TERRAN ORBITAL CORPORATION
-$5.5K
0
-100%
增持
PAA
PLAINS ALL AMERN PIPELINE L
-$5.4K
90,350
+1%
增持
SGOL
ETFS GOLD TR
-$4.9K
62,017
+0%
增持
FITB
FIFTH THIRD BANCORP
-$3.5K
6,363
+0%
增持
FAST
FASTENAL CO
+$2.7K
5,421
+0%
减持
ITOT
ISHARES TR
+$2.5K
2,494
-2%
减持
CFFN
CAPITOL FED FINL INC
-$2.0K
12,942
-4%
减持
QQQ
INVESCO QQQ TR
+$1.8K
879
-4%
减持
MO
ALTRIA GROUP INC
-$270
23,998
-2%
