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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 141 项
建仓 9
增持 53
减持 75
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
+$3.5M
78,719
-1%
减持
VUG
VANGUARD INDEX FDS
+$2.3M
59,716
-1%
增持
VTV
VANGUARD INDEX FDS
+$2.3M
198,311
+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。
减持
AAPL
APPLE INC
+$2.1M
48,410
-3%
增持
GOOG
ALPHABET INC
+$2.0M
25,051
+8%
增持
FENI
FIDELITY COVINGTON TRUST
+$1.9M
824,344
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.7M
11,966
+207%
减持
CRM
SALESFORCE INC
-$1.5M
3,317
-61%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$1.4M
8,786
增持
CWI
SPDR INDEX SHS FDS
+$1.2M
479,576
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.2M
5,532
+323%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
12,009
+17%
减持
NVDA
NVIDIA CORPORATION
+$996.2K
67,387
-8%
增持
VTI
VANGUARD INDEX FDS
+$919.8K
37,757
+0%
减持
—
EXXON MOBIL CORP
-$861.7K
51,007
-17%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$803.3K
24,942
+0%
增持
FBND
FIDELITY MERRIMACK STR TR
+$795.7K
697,882
+1%
建仓
UBER
UBER TECHNOLOGIES INC
+$726.9K
7,420
清仓
—
HESS CORP
-$721.9K
0
-100%
减持
FYX
FIRST TR EXCHANGE-TRADED ALP
+$690.4K
61,881
-1%
增持
PYLD
PIMCO ETF TR
+$667.8K
1,043,844
+1%
增持
SPTM
SPDR SERIES TRUST
+$662.6K
97,848
+1%
增持
ABBV
ABBVIE INC
+$661.5K
13,408
+2%
减持
JNJ
JOHNSON & JOHNSON
-$617.7K
8,973
-40%
减持
SPEM
SPDR INDEX SHS FDS
+$555.9K
144,663
-1%
增持
ARL
AMERICAN RLTY INVS INC
+$552.4K
173,770
+4%
增持
RTX
RTX CORPORATION
+$548.7K
21,946
+3%
减持
ORCL
ORACLE CORP
+$523.9K
18,111
-13%
减持
FTNT
FORTINET INC
-$477.8K
7,206
-30%
减持
V
VISA INC
-$477.2K
5,669
-17%
增持
MCD
MCDONALDS CORP
+$445.4K
12,464
+9%
减持
—
UBS GROUP AG
+$425.5K
62,675
-1%
减持
MUB
ISHARES TR
-$421.6K
3,716
-52%
增持
WMT
WALMART INC
+$411.3K
51,167
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$411.1K
13,555
+2%
增持
HD
HOME DEPOT INC
+$402.7K
7,414
+4%
减持
VTEB
VANGUARD MUN BD FDS
-$392.5K
23,282
-27%
清仓
APA
APA CORPORATION
-$376.3K
0
-100%
减持
AVGO
BROADCOM INC
+$366.1K
17,784
-11%
增持
BBAG
J P MORGAN EXCHANGE TRADED F
+$325.4K
261,999
+2%
减持
EQBK
EQUITY BANCSHARES INC
-$294.6K
49,501
-13%
增持
NEE
NEXTERA ENERGY INC
+$287.7K
20,736
+13%
增持
GOOGL
ALPHABET INC
+$277.7K
4,045
+1%
增持
XLRE
SELECT SECTOR SPDR TR
+$263.1K
32,257
+22%
清仓
FCX
FREEPORT-MCMORAN INC
-$261.5K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$257.3K
5,236
+5%
建仓
PAAS
PAN AMERN SILVER CORP
+$254.2K
6,564
减持
GE
GE AEROSPACE
+$247.6K
9,753
-7%
减持
ET
ENERGY TRANSFER L P
-$247.5K
50,690
-18%
减持
CAT
CATERPILLAR INC
-$247.0K
4,432
-27%
建仓
CCJ
CAMECO CORP
+$237.6K
2,833
减持
CVX
CHEVRON CORP NEW
-$234.3K
20,118
-14%
增持
TQQQ
PROSHARES TR
+$231.5K
7,278
+16%
减持
JIRE
J P MORGAN EXCHANGE TRADED F
-$219.6K
3,732
-47%
减持
TXN
TEXAS INSTRS INC
-$216.9K
2,613
-22%
清仓
OGE
OGE ENERGY CORP
-$212.0K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$210.3K
3,705
+1%
建仓
UNP
UNION PAC CORP
+$204.8K
866
建仓
INCY
INCYTE CORP
+$203.5K
2,400
减持
UPS
UNITED PARCEL SERVICE INC
-$203.5K
5,061
-18%
建仓
XLK
SELECT SECTOR SPDR TR
+$203.0K
720
建仓
OKLO
OKLO INC
+$201.5K
1,805
增持
—
LINDE PLC
+$201.1K
3,013
+15%
建仓
RGLD
ROYAL GOLD INC
+$200.6K
1,000
增持
GLD
SPDR GOLD TR
+$199.5K
1,917
+21%
增持
AGG
ISHARES TR
+$197.9K
16,648
+12%
增持
SPAB
SPDR SERIES TRUST
+$193.4K
310,489
+1%
减持
KO
COCA COLA CO
-$180.6K
12,470
-12%
减持
MSFT
MICROSOFT CORP
+$175.8K
19,142
-2%
减持
TSLA
TESLA INC
+$174.3K
1,515
-4%
增持
COST
COSTCO WHSL CORP NEW
+$164.5K
2,384
+16%
增持
SHOP
SHOPIFY INC
+$164.1K
3,557
+13%
减持
PM
PHILIP MORRIS INTL INC
-$159.6K
2,160
-23%
增持
OKE
ONEOK INC NEW
-$157.9K
18,839
+0%
减持
COP
CONOCOPHILLIPS
-$157.3K
22,867
-12%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$146.1K
3,360
-45%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$135.7K
96,321
-3%
增持
LLY
ELI LILLY & CO
+$134.3K
5,142
+6%
减持
BAC
BANK AMERICA CORP
+$132.8K
68,117
-5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$128.4K
14,847
-14%
减持
INTC
INTEL CORP
+$125.3K
12,244
-4%
增持
NFLX
NETFLIX INC
-$121.7K
887
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$114.4K
36,626
-8%
增持
SLV
ISHARES SILVER TR
+$108.8K
8,301
+12%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$106.6K
2,838
-20%
增持
PAA
PLAINS ALL AMERN PIPELINE L
-$104.0K
105,221
+2%
增持
ENB
ENBRIDGE INC
+$102.1K
18,109
+1%
减持
EOG
EOG RES INC
-$95.6K
4,728
-10%
减持
PG
PROCTER AND GAMBLE CO
-$94.2K
9,250
-3%
减持
PAYX
PAYCHEX INC
-$93.5K
1,599
-21%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$89.3K
196,984
-3%
减持
AMGN
AMGEN INC
-$86.7K
5,791
-6%
增持
MU
MICRON TECHNOLOGY INC
+$84.8K
1,869
+1%
增持
QQQ
INVESCO QQQ TR
+$84.7K
1,376
+2%
减持
ITOT
ISHARES TR
-$80.9K
3,425
-20%
减持
CSCO
CISCO SYS INC
-$80.3K
45,133
-1%
减持
TGT
TARGET CORP
-$76.2K
4,859
-6%
减持
LMT
LOCKHEED MARTIN CORP
-$71.9K
1,363
-16%
减持
KMB
KIMBERLY-CLARK CORP
-$67.1K
2,369
-16%
减持
META
META PLATFORMS INC
-$66.3K
5,538
-1%
减持
MRK
MERCK & CO INC
-$62.5K
8,066
-14%
减持
MUNI
PIMCO ETF TR
-$59.7K
191,195
-2%
增持
VKQ
INVESCO MUNICIPAL TRUST
+$55.7K
74,716
+3%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
+$55.0K
67,321
+2%
减持
PSX
PHILLIPS 66
+$48.9K
8,201
-8%
增持
VMO
INVESCO MUN OPPORTUNITY TR
+$46.9K
58,290
+4%
减持
GD
GENERAL DYNAMICS CORP
+$46.4K
1,000
-1%
增持
HON
HONEYWELL INTL INC
-$44.9K
2,112
+0%
减持
KMI
KINDER MORGAN INC DEL
-$44.0K
7,966
-13%
减持
ONEQ
FIDELITY COMWLTH TR
+$41.2K
9,230
-5%
减持
GIS
GENERAL MLS INC
-$40.4K
6,637
-8%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$39.9K
34,850
+7%
增持
WMB
WILLIAMS COS INC
+$37.7K
69,016
+0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$36.9K
18,914
+6%
减持
KR
KROGER CO
-$36.5K
4,007
-6%
减持
FANG
DIAMONDBACK ENERGY INC
-$31.0K
1,788
-14%
增持
RRC
RANGE RES CORP
-$30.4K
10,048
+0%
减持
NVS
NOVARTIS AG
-$26.6K
2,340
-13%
减持
FAST
FASTENAL CO
-$26.4K
5,041
-23%
减持
AMZN
AMAZON COM INC
-$25.6K
27,058
-1%
增持
T
AT&T INC
-$25.1K
36,807
+0%
减持
GEV
GE VERNOVA INC
+$24.4K
470
-6%
减持
GS
GOLDMAN SACHS GROUP INC
-$24.3K
2,337
-12%
增持
EVRG
EVERGY INC
+$22.6K
3,095
+0%
增持
PAGP
PLAINS GP HLDGS L P
+$21.2K
14,850
+16%
减持
SLB
SCHLUMBERGER LTD
-$21.1K
6,777
-10%
减持
PFE
PFIZER INC
+$17.6K
16,148
-1%
减持
MA
MASTERCARD INCORPORATED
+$16.8K
2,690
-0%
减持
PANW
PALO ALTO NETWORKS INC
-$15.4K
1,045
-6%
增持
QCOM
QUALCOMM INC
+$14.9K
2,058
+0%
减持
BA
BOEING CO
+$14.9K
3,367
-1%
减持
DVN
DEVON ENERGY CORP NEW
-$12.7K
15,411
-11%
减持
PEP
PEPSICO INC
-$12.4K
11,812
-7%
减持
HSY
HERSHEY CO
-$11.1K
1,108
-16%
减持
UPRO
PROSHARES TR
-$10.5K
4,242
-20%
减持
F
FORD MTR CO
-$9.4K
52,248
-11%
减持
VLO
VALERO ENERGY CORP
-$8.8K
1,803
-23%
减持
FLMI
FRANKLIN TEMPLETON ETF TR
-$5.6K
168,779
-2%
增持
VST
VISTRA CORP
+$4.9K
2,092
+0%
减持
XEVTX
EATON VANCE TAX ADVT DIV INC
-$3.8K
16,637
-2%
减持
MO
ALTRIA GROUP INC
-$1.4K
20,559
-11%