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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 18
增持 68
减持 54
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
FENI
FIDELITY COVINGTON TRUST
+$23.7M
797,717
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$16.8M
3,575
-96%
减持
JIRE
J P MORGAN EXCHANGE TRADED F
-$15.6M
7,056
-97%
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。
建仓
CWI
SPDR INDEX SHS FDS
+$13.7M
463,164
减持
VEA
VANGUARD TAX-MANAGED FDS
-$10.8M
6,154
-97%
增持
PYLD
PIMCO ETF TR
+$8.0M
1,028,183
+40%
减持
FYX
FIRST TR SML CP CORE ALPHA F
-$7.2M
59,835
-52%
建仓
SPTM
SPDR SER TR
+$6.3M
92,137
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$5.5M
23,934
-25%
增持
FBND
FIDELITY MERRIMACK STR TR
+$5.5M
688,869
+19%
增持
VTV
VANGUARD INDEX FDS
+$5.4M
190,205
+17%
建仓
FLMI
FRANKLIN TEMPLETON ETF TR
+$4.1M
168,714
增持
VUG
VANGUARD INDEX FDS
+$3.2M
57,682
+30%
减持
SPEM
SPDR INDEX SHS FDS
-$2.6M
142,548
-34%
减持
TSLA
TESLA INC
-$2.6M
1,327
-82%
减持
AAPL
APPLE INC
-$2.6M
47,919
-9%
减持
NVDA
NVIDIA CORPORATION
-$2.5M
68,672
-7%
增持
IVV
ISHARES TR
-$2.0M
76,487
+0%
减持
AVGO
BROADCOM INC
-$1.6M
17,005
-12%
减持
MSFT
MICROSOFT CORP
-$1.6M
17,980
-10%
增持
SPAB
SPDR SER TR
+$1.4M
306,085
+20%
减持
PG
PROCTER AND GAMBLE CO
-$1.4M
9,530
-47%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
10,575
+12%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$1.2M
0
-100%
减持
BBAG
J P MORGAN EXCHANGE TRADED F
-$1.0M
258,425
-10%
建仓
XLRE
SELECT SECTOR SPDR TR
+$1.0M
24,273
增持
MUNI
PIMCO ETF TR
+$998.6K
196,611
+11%
增持
CSCO
CISCO SYS INC
+$967.2K
34,543
+76%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$920.5K
202,950
+10%
建仓
—
ACCENTURE PLC IRELAND
+$862.2K
2,763
增持
WMT
WALMART INC
+$845.8K
48,665
+28%
清仓
PLD
PROLOGIS INC.
-$819.8K
0
-100%
增持
RTX
RTX CORPORATION
+$784.0K
21,016
+22%
减持
AMZN
AMAZON COM INC
-$736.6K
24,685
-0%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$707.3K
99,855
+16%
建仓
SIXH
EXCHANGE TRADED CONCEPTS TRU
+$661.0K
16,833
增持
COST
COSTCO WHSL CORP NEW
+$624.3K
1,964
+46%
增持
GE
GE AEROSPACE
+$609.7K
9,989
+20%
减持
—
EXXON MOBIL CORP
+$597.7K
61,628
-2%
增持
GOOG
ALPHABET INC
-$540.3K
23,309
+6%
增持
CVX
CHEVRON CORP NEW
+$538.7K
21,689
+2%
建仓
BLK
BLACKROCK INC
+$532.9K
563
建仓
SIXL
EXCHANGE TRADED CONCEPTS TRU
+$522.6K
13,877
减持
JNJ
JOHNSON & JOHNSON
-$505.1K
9,838
-33%
减持
BAC
BANK AMERICA CORP
-$474.0K
74,985
-9%
增持
ABBV
ABBVIE INC
+$470.6K
10,114
+9%
增持
HD
HOME DEPOT INC
+$454.1K
6,174
+33%
增持
ORCL
ORACLE CORP
-$432.4K
19,156
+3%
清仓
UBER
UBER TECHNOLOGIES INC
-$403.1K
0
-100%
减持
GOOGL
ALPHABET INC
-$400.8K
4,283
-24%
增持
ARL
AMERICAN RLTY INVS INC
-$395.3K
165,000
+10%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$379.6K
1,915
+74%
建仓
NOW
SERVICENOW INC
+$330.4K
415
增持
PAA
PLAINS ALL AMERN PIPELINE L
+$321.3K
93,222
+3%
增持
LLY
ELI LILLY & CO
+$303.3K
4,650
+1%
增持
VTI
VANGUARD INDEX FDS
+$290.3K
36,339
+9%
清仓
STRL
STERLING INFRASTRUCTURE INC
-$283.0K
0
-100%
清仓
DIS
DISNEY WALT CO
-$282.0K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$272.9K
0
-100%
增持
COP
CONOCOPHILLIPS
+$257.4K
19,884
+8%
增持
GS
GOLDMAN SACHS GROUP INC
+$252.4K
2,485
+29%
增持
—
LINDE PLC
+$246.9K
2,563
+13%
增持
NEE
NEXTERA ENERGY INC
+$238.0K
17,595
+25%
建仓
WPM
WHEATON PRECIOUS METALS CORP
+$234.8K
3,025
清仓
ARKK
ARK ETF TR
-$231.7K
0
-100%
建仓
SLV
ISHARES SILVER TR
+$226.3K
7,303
建仓
AEM
AGNICO EAGLE MINES LTD
+$223.2K
2,059
建仓
OGE
OGE ENERGY CORP
+$219.5K
4,776
建仓
SUN
SUNOCO LP/SUNOCO FIN CORP
+$212.2K
3,654
建仓
HCA
HCA HEALTHCARE INC
+$210.1K
608
清仓
LULU
LULULEMON ATHLETICA INC
-$208.4K
0
-100%
减持
PEP
PEPSICO INC
-$207.2K
12,375
-9%
建仓
FANG
DIAMONDBACK ENERGY INC
+$205.8K
1,287
减持
USB
US BANCORP DEL
-$203.3K
17,972
-11%
增持
ITOT
ISHARES TR
+$203.0K
4,293
+72%
清仓
SPXL
DIREXION SHS ETF TR
-$202.6K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$202.5K
2,577
+12%
建仓
LRCX
LAM RESEARCH CORP
+$200.2K
2,754
减持
T
AT&T INC
+$198.6K
37,720
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$194.0K
37,861
-1%
增持
TQQQ
PROSHARES TR
-$188.3K
9,049
+1%
减持
EQBK
EQUITY BANCSHARES INC
-$183.3K
59,301
-0%
增持
VTEB
VANGUARD MUN BD FDS
+$181.8K
36,782
+12%
减持
WMB
WILLIAMS COS INC
+$178.4K
70,009
-5%
减持
MO
ALTRIA GROUP INC
+$175.0K
23,823
-1%
减持
LMT
LOCKHEED MARTIN CORP
-$171.9K
1,421
-14%
增持
CAT
CATERPILLAR INC
+$164.1K
5,042
+22%
减持
MCD
MCDONALDS CORP
+$156.1K
8,789
-2%
减持
AMGN
AMGEN INC
+$152.9K
6,003
-9%
增持
VMO
INVESCO MUN OPPORTUNITY TR
+$152.3K
53,540
+46%
清仓
BHR
BRAEMAR HOTELS & RESORTS INC
-$150.0K
0
-100%
增持
GLD
SPDR GOLD TR
+$126.7K
1,401
+22%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
+$126.2K
65,321
+18%
增持
KO
COCA COLA CO
+$125.7K
13,067
+0%
增持
—
HESS CORP
+$123.1K
4,111
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$120.3K
4,731
+2%
增持
PSX
PHILLIPS 66
+$119.7K
9,030
+3%
增持
UPRO
PROSHARES TR
-$103.9K
7,539
+1%
增持
CRM
SALESFORCE INC
-$102.5K
5,254
+16%
减持
BX
BLACKSTONE INC
-$101.4K
2,800
-2%
减持
ONEQ
FIDELITY COMWLTH TR
-$98.5K
9,756
-3%
减持
INCY
INCYTE CORP
-$98.0K
3,400
-23%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$93.5K
3,930
+25%
增持
SPY
SPDR S&P 500 ETF TR
-$90.1K
3,529
+0%
减持
BA
BOEING CO
-$77.1K
3,997
-7%
增持
HSY
HERSHEY CO
+$74.0K
1,824
+30%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$67.8K
1,422
-26%
减持
V
VISA INC
+$64.8K
7,381
-7%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$64.6K
33,850
+21%
增持
TGT
TARGET CORP
-$63.6K
2,950
+7%
增持
PAGP
PLAINS GP HLDGS L P
+$63.4K
12,350
+13%
增持
SPYD
SPDR SER TR
+$61.7K
12,557
+10%
减持
UNP
UNION PAC CORP
-$61.3K
865
-26%
减持
QQQ
INVESCO QQQ TR
-$57.8K
835
-5%
增持
AGG
ISHARES TR
+$56.6K
15,012
+2%
减持
EIM
EATON VANCE MUN BD FD
-$54.2K
12,611
-27%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$54.0K
12,364
+2%
减持
ET
ENERGY TRANSFER L P
-$52.4K
46,105
-1%
增持
TROW
PRICE T ROWE GROUP INC
-$50.6K
2,458
+1%
增持
PML
PIMCO MUN INCOME FD II
+$48.9K
37,400
+19%
减持
TFC
TRUIST FINL CORP
-$44.9K
12,624
-3%
增持
KMB
KIMBERLY-CLARK CORP
+$44.9K
3,790
+1%
减持
PAYX
PAYCHEX INC
+$44.8K
3,208
-0%
减持
MRK
MERCK & CO INC
-$41.5K
2,992
-4%
减持
FCX
FREEPORT-MCMORAN INC
-$39.5K
5,529
-15%
减持
HON
HONEYWELL INTL INC
-$38.1K
2,613
-0%
增持
YMAX
TIDAL TR II
-$37.6K
18,846
+10%
增持
EOG
EOG RES INC
+$37.0K
5,797
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$35.6K
16,599
-4%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$34.5K
16,603
-2%
减持
AMT
AMERICAN TOWER CORP NEW
-$34.2K
1,050
-27%
减持
PM
PHILIP MORRIS INTL INC
+$33.9K
2,800
-18%
减持
POWW
AMMO INC
-$33.8K
40,498
-50%
增持
FAST
FASTENAL CO
+$32.7K
5,449
+1%
减持
CMCSA
COMCAST CORP NEW
-$32.6K
5,657
-12%
增持
UPS
UNITED PARCEL SERVICE INC
-$31.7K
4,533
+8%
增持
VST
VISTRA CORP
-$30.3K
2,090
+5%
减持
MS
MORGAN STANLEY
-$29.1K
1,863
-5%
减持
OKE
ONEOK INC NEW
-$28.0K
17,378
-0%
增持
PFE
PFIZER INC
-$26.7K
31,628
+1%
增持
VLO
VALERO ENERGY CORP
+$25.3K
2,406
+1%
减持
KR
KROGER CO
+$24.8K
4,508
-2%
增持
VKQ
INVESCO MUNICIPAL TRUST
+$22.6K
69,966
+5%
增持
HBAN
HUNTINGTON BANCSHARES INC
-$22.6K
18,924
+0%
增持
FITB
FIFTH THIRD BANCORP
-$18.3K
6,395
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$15.5K
13,155
-2%
减持
QCOM
QUALCOMM INC
-$15.4K
2,056
-5%
增持
TXN
TEXAS INSTRS INC
-$14.4K
2,441
+1%
增持
META
META PLATFORMS INC
+$13.7K
5,036
+2%
增持
MTB
M & T BK CORP
-$13.3K
1,557
+0%
