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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 13
增持 78
减持 46
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
FENI
FIDELITY COVINGTON TRUST
+$18.6M
1,321,950
+58%
减持
CWI
SPDR INDEX SHS FDS
-$15.8M
47,360
-90%
建仓
FMUB
FIDELITY MERRIMACK STR TR
+$14.4M
284,394
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
TRSY
DBX ETF TR
+$13.8M
457,000
减持
MDY
STATE STR SPDR S&P MIDCAP 40
-$13.2M
3,598
-86%
建仓
DEUS
DBX ETF TR
+$11.1M
184,874
建仓
AVIG
AMERICAN CENTY ETF TR
+$7.6M
182,141
建仓
BOND
PIMCO ETF TR
+$7.6M
81,918
减持
SPAB
SPDR SERIES TRUST
-$7.0M
67,916
-80%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$5.7M
316,909
+58%
增持
MUNI
PIMCO ETF TR
+$5.7M
300,458
+58%
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$4.8M
0
-100%
增持
PYLD
PIMCO ETF TR
+$3.8M
1,313,829
+15%
减持
FBND
FIDELITY MERRIMACK STR TR
-$3.6M
687,028
-9%
增持
—
EXXON MOBIL CORP
+$2.5M
50,401
+0%
增持
JNJ
JOHNSON & JOHNSON
+$2.1M
16,093
+83%
增持
VUG
VANGUARD INDEX FDS
+$1.8M
71,341
+19%
增持
BBAG
J P MORGAN EXCHANGE TRADED F
+$1.8M
322,299
+14%
增持
MSFT
MICROSOFT CORP
-$1.6M
21,431
+9%
减持
SPTM
SPDR SERIES TRUST
-$1.6M
85,112
-15%
清仓
IHF
ISHARES TR
-$1.5M
0
-100%
减持
GOOG
ALPHABET INC
-$1.3M
19,159
-11%
减持
SIXL
EXCHANGE TRADED CONCEPTS TRU
-$1.3M
13,877
-72%
减持
NVDA
NVIDIA CORPORATION
-$1.1M
60,484
-4%
增持
BKE
BUCKLE INC
+$1.1M
54,700
+77%
减持
LLY
ELI LILLY & CO
-$1.1M
5,943
-3%
增持
FLMI
FRANKLIN TEMPLETON ETF TR
+$1.1M
208,676
+27%
减持
GS
GOLDMAN SACHS GROUP INC
-$1.0M
1,147
-49%
清仓
SIXA
EXCHANGE TRADED CONCEPTS TRU
-$964.3K
0
-100%
增持
COP
CONOCOPHILLIPS
+$919.4K
23,565
+1%
增持
MU
MICRON TECHNOLOGY INC
+$906.4K
4,220
+132%
增持
WMB
WILLIAMS COS INC
+$893.7K
70,506
+0%
减持
AVGO
BROADCOM INC
-$868.9K
16,341
-5%
减持
SIXH
EXCHANGE TRADED CONCEPTS TRU
-$868.5K
16,833
-58%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$834.8K
1,444
-64%
增持
WMT
WALMART INC
+$765.0K
52,863
+1%
增持
AAPL
APPLE INC
-$745.9K
46,586
+1%
清仓
SIXS
EXCHANGE TRADED CONCEPTS TRU
-$716.3K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$710.0K
0
-100%
清仓
SXQG
EXCHANGE TRADED CONCEPTS TRU
-$704.9K
0
-100%
增持
PAA
PLAINS ALL AMERN PIPELINE L
+$671.1K
109,858
+11%
减持
CVX
CHEVRON CORPORATION
+$636.1K
17,839
-11%
增持
ORCL
ORACLE CORP
-$634.4K
22,718
+11%
减持
GLD
SPDR GOLD TR
-$600.8K
1,832
-48%
增持
BA
BOEING CO
+$558.5K
7,040
+81%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$539.7K
2,926
-18%
增持
AGG
ISHARES TR
+$517.6K
24,482
+28%
增持
FUTY
FIDELITY COVINGTON TRUST
+$511.9K
42,458
+17%
减持
—
UBS GROUP AG
-$465.7K
60,960
-1%
增持
AMZN
AMAZON COM INC
-$444.4K
29,458
+3%
增持
IVV
ISHARES TR
+$426.3K
84,385
+6%
建仓
MINT
PIMCO ETF TR
+$416.9K
4,145
增持
COST
COSTCO WHOLESALE CORPORATION
+$405.6K
2,285
+5%
清仓
JPIB
J P MORGAN EXCHANGE TRADED F
-$402.5K
0
-100%
减持
PSX
PHILLIPS 66
+$378.0K
7,822
-4%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$370.2K
52,682
+177%
增持
VMO
INVESCO MUN OPPORTUNIT TR
+$365.2K
108,644
+56%
清仓
JCPB
J P MORGAN EXCHANGE TRADED F
-$365.0K
0
-100%
清仓
IBIK
ISHARES TR
-$359.9K
0
-100%
增持
VKQ
INVESCO MUNICIPAL TRUST
+$359.5K
120,074
+48%
增持
VZ
VERIZON COMMUNICATIONS INC
+$357.8K
37,133
+0%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$352.0K
60,611
+111%
增持
NZF
NUVEEN MUN CR INCOME FD
+$351.7K
111,485
+39%
增持
HD
HOME DEPOT INC
+$346.6K
9,604
+18%
减持
CAT
CATERPILLAR INC
+$341.3K
3,819
-7%
减持
TQQQ
PROSHARES TR
-$327.4K
10,556
-27%
增持
JPM
JPMORGAN CHASE & CO
-$325.1K
14,571
+2%
增持
OKE
ONEOK INC NEW
+$306.5K
17,994
+0%
增持
FMAT
FIDELITY COVINGTON TRUST
+$280.5K
29,027
+11%
减持
APA
APA CORPORATION
-$278.8K
5,088
-75%
减持
GOOGL
ALPHABET INC
-$268.9K
4,019
-12%
清仓
FANG
DIAMONDBACK ENERGY INC
-$253.9K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$244.3K
755
+129%
建仓
MPLX
MPLX LP
+$243.7K
4,270
建仓
SUN
SUNOCO LP/SUNOCO FIN CORP
+$237.4K
3,654
增持
VTI
VANGUARD INDEX FDS
+$235.0K
40,895
+6%
增持
XLRE
SELECT SECTOR SPDR TR
+$224.1K
42,208
+14%
清仓
—
ASTRAZENECA PLC
-$220.6K
0
-100%
清仓
MSTR
STRATEGY INC
-$220.3K
0
-100%
建仓
EQT
EQT CORP
+$216.2K
3,397
建仓
RGLD
ROYAL GOLD INC
+$212.8K
836
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$211.4K
2,908
建仓
NOC
NORTHROP GRUMMAN CORP
+$210.7K
309
建仓
XLE
SELECT SECTOR SPDR TR
+$208.3K
3,400
减持
BITW
BITWISE 10 CRYPTO INDEX ETF
-$207.5K
8,891
-14%
清仓
MS
MORGAN STANLEY
-$205.5K
0
-100%
减持
RTX
RTX CORPORATION
+$203.3K
21,980
-0%
增持
GE
GE AEROSPACE
-$190.6K
9,938
+2%
增持
V
VISA INC
-$186.6K
6,448
+6%
增持
LMT
LOCKHEED MARTIN CORP
+$175.1K
1,449
+0%
增持
ET
ENERGY TRANSFER L P
+$173.2K
50,921
+4%
减持
EOG
EOG RES INC
+$162.3K
4,766
-5%
减持
VTV
VANGUARD INDEX FDS
-$155.4K
197,172
-3%
减持
VLO
VALERO ENERGY CORP
+$153.7K
1,856
-1%
增持
AMGN
AMGEN INC
+$147.4K
5,751
+0%
减持
FTNT
FORTINET INC
-$147.2K
5,207
-28%
增持
PEP
PEPSICO INC
+$147.1K
11,875
+0%
减持
T
AT&T INC
+$140.7K
34,230
-0%
增持
MRK
MERCK & CO INC
+$134.0K
8,290
+1%
增持
GEV
GE VERNOVA INC
+$131.2K
485
+9%
减持
MO
ALTRIA GROUP INC
+$128.6K
19,515
-3%
增持
TGT
TARGET CORP
+$123.7K
5,006
+1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$121.6K
20,112
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$117.9K
15,732
+1%
增持
META
META PLATFORMS INC
+$113.1K
7,323
+19%
增持
ABBV
ABBVIE INC
+$112.7K
14,637
+9%
增持
BAC
BANK AMERICA CORP
+$111.4K
95,887
+16%
增持
MCD
MCDONALDS CORP
+$108.6K
11,133
+2%
增持
RRC
RANGE RES CORP
+$99.8K
10,050
+0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$92.0K
18,723
+18%
增持
CSCO
CISCO SYS INC
+$91.5K
40,112
+2%
减持
LRCX
LAM RESEARCH CORP
+$88.4K
2,556
-4%
减持
HON
HONEYWELL INTL INC
-$86.5K
1,443
-32%
增持
F
FORD MTR CO
-$82.5K
53,351
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$80.8K
11,755
+3%
增持
NFLX
NETFLIX INC.
+$79.5K
9,482
+7%
增持
UPRO
PROSHARES TR
-$79.2K
4,247
+0%
增持
AMAT
APPLIED MATLS INC
+$77.6K
906
+0%
减持
ARCC
ARES CAPITAL CORP
-$75.4K
18,100
-9%
增持
TXN
TEXAS INSTRS INC
+$71.5K
2,856
+3%
减持
FYX
FIRST TR EXCHANGE-TRADED ALP
+$70.0K
59,646
-4%
减持
AEM
AGNICO EAGLE MINES LTD
+$68.1K
2,055
-0%
减持
SLB
SLB LIMITED
+$64.5K
6,645
-8%
减持
WFC
WELLS FARGO & CO
-$63.3K
4,556
-0%
增持
BX
BLACKSTONE INC
-$59.3K
3,192
+15%
减持
DE
DEERE & CO
+$59.0K
608
-0%
增持
GIS
GENERAL MILLS INC
-$58.4K
7,068
+2%
减持
KO
COCA COLA CO
+$55.7K
12,638
-2%
增持
PFE
PFIZER INC
+$49.3K
15,011
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$48.0K
1,225
+9%
减持
KMI
KINDER MORGAN INC DEL
+$45.3K
7,971
-1%
增持
TSLA
TESLA INC
-$39.9K
5,352
+19%
增持
FAST
FASTENAL CO
+$39.6K
5,474
+2%
增持
GILD
GILEAD SCIENCES INC
+$38.6K
2,282
+0%
增持
UPS
UNITED PARCEL SVCS INC
+$35.9K
5,393
+8%
增持
TFC
TRUIST FINL CORP
-$35.3K
12,751
+1%
减持
VST
VISTRA CORP
-$35.2K
1,904
-4%
增持
QQQ
INVESCO QQQ TR
-$35.1K
1,432
+2%
增持
MA
MASTERCARD INCORPORATED
-$34.9K
3,225
+12%
增持
APO
APOLLO GLOBAL MGMT INC
-$33.1K
2,305
+15%
增持
FCX
FREEPORT MCMORAN INC
+$32.5K
4,045
+0%
增持
PAAS
PAN AMERN SILVER CORP
+$29.3K
6,757
+3%
减持
SPEM
SPDR INDEX SHS FDS
-$24.3K
144,606
-1%
减持
MDLZ
MONDELEZ INTL INC
+$23.0K
6,095
-0%
增持
RF
REGIONS FINANCIAL CORP NEW
-$14.8K
15,656
+0%
增持
KMB
KIMBERLY-CLARK CORP
+$12.9K
3,273
+9%
减持
KR
KROGER CO
+$11.8K
3,385
-9%
减持
INCY
INCYTE CORP
-$11.7K
2,400
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
-$10.7K
12,174
+5%
减持
—
GARMIN LTD
+$10.5K
1,056
-9%
