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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 18
增持 75
减持 45
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.6M
758,451
+9%
增持
LLY
ELI LILLY & CO
+$2.6M
6,106
+19%
增持
PYLD
PIMCO ETF TR
+$2.6M
1,145,913
+10%
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
+$2.0M
79,853
+1%
建仓
FUTY
FIDELITY COVINGTON TRUST
+$2.0M
36,148
增持
VTV
VANGUARD INDEX FDS
+$1.9M
203,364
+3%
清仓
UNH
UNITEDHEALTH GROUP INC
-$1.8M
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$1.6M
0
-100%
增持
FENI
FIDELITY COVINGTON TRUST
+$1.5M
836,882
+2%
建仓
IHF
ISHARES TR
+$1.5M
31,890
清仓
—
LINDE PLC
-$1.4M
0
-100%
建仓
FMAT
FIDELITY COVINGTON TRUST
+$1.4M
26,222
增持
TSLA
TESLA INC
+$1.4M
4,512
+198%
增持
SIXL
EXCHANGE TRADED CONCEPTS TRU
+$1.3M
49,829
+259%
增持
ORCL
ORACLE CORP
-$1.1M
20,402
+13%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.1M
11,614
+32%
增持
BAC
BANK AMERICA CORP
+$1.0M
82,965
+22%
建仓
SIXA
EXCHANGE TRADED CONCEPTS TRU
+$964.3K
19,313
增持
SIXH
EXCHANGE TRADED CONCEPTS TRU
+$927.1K
40,176
+139%
减持
NVDA
NVIDIA CORPORATION
-$883.1K
62,681
-7%
增持
BBAG
J P MORGAN EXCHANGE TRADED F
+$860.5K
281,948
+8%
清仓
CRM
SALESFORCE INC
-$786.1K
0
-100%
增持
CWI
SPDR INDEX SHS FDS
+$783.9K
488,048
+2%
增持
VUG
VANGUARD INDEX FDS
+$723.4K
60,189
+1%
建仓
SIXS
EXCHANGE TRADED CONCEPTS TRU
+$716.3K
14,118
增持
GLD
SPDR GOLD TR
+$707.6K
3,505
+83%
建仓
SXQG
EXCHANGE TRADED CONCEPTS TRU
+$704.9K
21,406
减持
GOOG
ALPHABET INC
+$679.7K
21,609
-14%
增持
SPAB
SPDR SERIES TRUST
+$665.7K
337,548
+9%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$648.0K
15,926
+33%
增持
AMZN
AMAZON COM INC
+$638.6K
28,506
+5%
建仓
BITW
BITWISE 10 CRYPTO INDEX ETF
+$604.1K
10,281
增持
WMT
WALMART INC
+$531.5K
52,103
+2%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$526.8K
25,516
+2%
建仓
APA
APA CORPORATION
+$494.8K
20,228
增持
VTI
VANGUARD INDEX FDS
+$494.0K
38,431
+2%
增持
GOOGL
ALPHABET INC
+$441.3K
4,551
+13%
减持
MCD
MCDONALDS CORP
-$436.1K
10,966
-12%
增持
MSFT
MICROSOFT CORP
-$420.0K
19,633
+3%
建仓
JPIB
J P MORGAN EXCHANGE TRADED F
+$402.5K
8,264
增持
SPTM
SPDR SERIES TRUST
+$387.6K
100,352
+3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$376.0K
4,000
-28%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$365.0K
7,709
增持
RTX
RTX CORPORATION
+$364.4K
22,010
+0%
建仓
IBIK
ISHARES TR
+$359.9K
14,036
增持
JPM
JPMORGAN CHASE & CO.
+$335.6K
14,311
+6%
减持
COST
COSTCO WHSL CORP NEW
-$335.4K
2,170
-9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$323.7K
11,367
-5%
减持
—
EXXON MOBIL CORP
+$313.8K
50,398
-1%
增持
FYX
FIRST TR EXCHANGE-TRADED ALP
+$305.2K
62,303
+1%
减持
—
UBS GROUP AG
+$277.7K
61,485
-2%
清仓
JIRE
J P MORGAN EXCHANGE TRADED F
-$274.4K
0
-100%
减持
CAT
CATERPILLAR INC
+$249.2K
4,127
-7%
增持
AGG
ISHARES TR
+$243.7K
19,150
+15%
减持
AAPL
APPLE INC
+$242.5K
46,234
-4%
减持
AMGN
AMGEN INC
+$242.0K
5,732
-1%
建仓
AMAT
APPLIED MATLS INC
+$232.1K
903
增持
NFLX
NETFLIX INC
-$231.2K
8,876
+901%
建仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$221.4K
19,041
建仓
—
ASTRAZENECA PLC
+$220.6K
2,400
建仓
AGI
ALAMOS GOLD INC NEW
+$218.0K
5,650
清仓
PANW
PALO ALTO NETWORKS INC
-$212.8K
0
-100%
清仓
HSY
HERSHEY CO
-$207.3K
0
-100%
建仓
VOO
VANGUARD INDEX FDS
+$206.8K
330
减持
MU
MICRON TECHNOLOGY INC
+$206.6K
1,820
-3%
建仓
MS
MORGAN STANLEY
+$205.5K
1,158
建仓
FCX
FREEPORT-MCMORAN INC
+$205.3K
4,042
清仓
XLK
SELECT SECTOR SPDR TR
-$203.0K
0
-100%
清仓
PAYX
PAYCHEX INC
-$202.7K
0
-100%
清仓
OKLO
OKLO INC
-$201.5K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$201.4K
0
-100%
清仓
RGLD
ROYAL GOLD INC
-$200.6K
0
-100%
增持
V
VISA INC
+$200.3K
6,089
+7%
减持
MO
ALTRIA GROUP INC
-$198.9K
20,104
-2%
增持
HD
HOME DEPOT INC
-$191.7K
8,173
+10%
减持
CAH
CARDINAL HEALTH INC
+$189.2K
3,911
-0%
减持
T
AT&T INC
-$187.8K
34,285
-7%
增持
MRK
MERCK & CO INC
+$186.3K
8,201
+2%
减持
SLV
ISHARES SILVER TR
+$177.2K
8,211
-1%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$173.8K
200,308
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$166.7K
15,504
+4%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
+$160.7K
79,985
+19%
减持
JNJ
JOHNSON & JOHNSON
+$153.5K
8,781
-2%
减持
PG
PROCTER AND GAMBLE CO
-$150.2K
8,869
-4%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$146.8K
93,628
-3%
增持
XLRE
SELECT SECTOR SPDR TR
+$140.3K
37,157
+15%
增持
WMB
WILLIAMS COS INC
-$134.4K
70,500
+2%
增持
BA
BOEING CO
+$115.9K
3,881
+15%
增持
MA
MASTERCARD INCORPORATED
+$115.8K
2,884
+7%
减持
GS
GOLDMAN SACHS GROUP INC
+$115.2K
2,249
-4%
增持
ARL
AMERICAN RLTY INVS INC
-$108.5K
174,266
+0%
减持
EQBK
EQUITY BANCSHARES INC
-$108.3K
42,697
-14%
增持
VMO
INVESCO MUN OPPORTUNITY TR
+$104.4K
69,805
+20%
增持
VZ
VERIZON COMMUNICATIONS INC
-$103.5K
36,981
+1%
减持
LRCX
LAM RESEARCH CORP
+$88.9K
2,673
-3%
减持
VST
VISTRA CORP
-$88.5K
1,992
-5%
减持
PAAS
PAN AMERN SILVER CORP
+$85.7K
6,560
-0%
减持
FLMI
FRANKLIN TEMPLETON ETF TR
-$82.8K
164,769
-2%
增持
KO
COCA COLA CO
+$78.4K
12,951
+4%
增持
GE
GE AEROSPACE
+$76.8K
9,774
+0%
增持
F
FORD MTR CO
+$73.3K
53,217
+2%
减持
UPS
UNITED PARCEL SERVICE INC
+$71.9K
4,987
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$69.9K
2,445
-14%
减持
CVX
CHEVRON CORP NEW
-$69.4K
20,043
-0%
减持
SO
SOUTHERN CO
-$68.8K
6,693
-3%
减持
PSX
PHILLIPS 66
-$68.5K
8,113
-1%
减持
CSCO
CISCO SYS INC
-$67.2K
39,215
-13%
增持
VKQ
INVESCO MUNICIPAL TRUST
+$62.6K
81,201
+9%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$62.4K
28,702
-18%
减持
ET
ENERGY TRANSFER L P
-$60.3K
49,096
-3%
减持
AVGO
BROADCOM INC
+$59.6K
17,124
-4%
减持
PML
PIMCO MUN INCOME FD II
-$59.1K
31,400
-16%
减持
MDLZ
MONDELEZ INTL INC
-$58.0K
6,100
-1%
减持
OKE
ONEOK INC NEW
-$54.7K
17,959
-5%
增持
—
GARMIN LTD
-$49.9K
1,156
+0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$48.0K
19,945
+5%
增持
TGT
TARGET CORP
+$47.2K
4,942
+2%
增持
BX
BLACKSTONE INC
-$45.5K
2,766
+0%
增持
TFC
TRUIST FINL CORP
+$44.3K
12,629
+0%
增持
WFC
WELLS FARGO CO NEW
+$44.1K
4,571
+0%
增持
SLB
SLB LIMITED
+$44.0K
7,216
+6%
减持
INTC
INTEL CORP
-$43.0K
9,967
-19%
减持
PFE
PFIZER INC
-$39.2K
14,950
-7%
增持
PEP
PEPSICO INC
+$38.1K
11,824
+0%
增持
RF
REGIONS FINANCIAL CORP NEW
+$37.8K
15,636
+7%
减持
PM
PHILIP MORRIS INTL INC
-$37.4K
1,951
-10%
减持
KR
KROGER CO
-$36.9K
3,732
-7%
增持
SPEM
SPDR INDEX SHS FDS
+$36.0K
145,433
+1%
增持
QQQ
INVESCO QQQ TR
+$35.2K
1,402
+2%
增持
INCY
INCYTE CORP
+$34.0K
2,405
+0%
增持
ABBV
ABBVIE INC
-$33.8K
13,439
+0%
增持
ENB
ENBRIDGE INC
-$33.3K
18,409
+2%
增持
FTNT
FORTINET INC
-$33.2K
7,212
+0%
增持
FAST
FASTENAL CO
-$32.8K
5,343
+6%
增持
USB
US BANCORP DEL
+$32.3K
6,377
+0%
增持
CBSH
COMMERCE BANCSHARES INC
-$32.0K
6,994
+5%
增持
HON
HONEYWELL INTL INC
-$32.0K
2,115
+0%
增持
COP
CONOCOPHILLIPS
+$28.1K
23,407
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$25.6K
3,582
-3%
增持
DVN
DEVON ENERGY CORP NEW
+$24.4K
15,416
+0%
增持
APO
APOLLO GLOBAL MGMT INC
+$23.4K
2,003
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$20.2K
1,448
+6%
增持
UBER
UBER TECHNOLOGIES INC
-$17.0K
8,689
+17%
减持
GILD
GILEAD SCIENCES INC
+$15.1K
2,277
-4%
增持
TQQQ
PROSHARES TR
+$14.8K
14,556
+100%
减持
MUNI
PIMCO ETF TR
-$13.9K
190,455
-0%
增持
GIS
GENERAL MLS INC
-$13.1K
6,914
+4%
减持
PAA
PLAINS ALL AMERN PIPELINE L
-$13.1K
99,219
-6%
增持
EVRG
EVERGY INC
+$12.9K
3,423
+11%
增持
QCOM
QUALCOMM INC
+$10.7K
2,064
+0%
