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Wealth Alliance 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Wealth Alliance
报告期 2026-03-31 · CIK 0001793904
持仓数
548
前50大市值合计
$590.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 32
增持 45
减持 47
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES S&P 500
+$9.3M
84,268
+39%
建仓
MINT
PIMCO ETF TRUST ENHANCED SHORT MATURITY ACTIVE ETF USD
+$7.2M
71,637
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$6.1M
5,373
-93%
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
VNQ
VANGUARD REAL ESTATE ETF
-$5.8M
39,867
-54%
减持
TIP
ISHARES TIPS BOND ETF
-$4.8M
12,646
-75%
清仓
IEF
ISHARES TR BARCLAYS 7 10 YR
-$4.2M
0
-100%
增持
ESGU
ISHARES TR ESG AWARE MSCI USA ETF
+$2.9M
215,280
+23%
增持
SUSL
ISHARES TR ESG MSCI LEADR
+$2.1M
29,886
+791%
减持
EFG
ISHARES TR EAFE GRWTH ETF
-$2.0M
53,029
-18%
清仓
IXG
ISHARES S&P GLOBAL FINANCIALS SECTOR INDEX FUND
-$1.7M
0
-100%
增持
COMT
ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF
+$1.7M
131,491
+14%
减持
EEMV
ISHARES INC MSCI EMERG MRKT
-$1.6M
20,468
-54%
清仓
REET
ISHARES TRUST GLOBAL REIT ETF
-$1.5M
0
-100%
减持
VLUE
ISHARES TR MSCI USA VALUE
-$1.5M
19,619
-40%
减持
IEFA
ISHARES TRUST CORE MSCI EAFE ETF
-$1.3M
11,745
-59%
增持
META
META PLATFORMS INC CLASS A COMMON STOCK
-$1.3M
12,244
+3%
增持
IVLU
ISHARES TR MSCI INTL VLU FT
+$1.3M
79,060
+165%
减持
AAPL
APPLE INC
-$1.2M
182,740
-2%
增持
OEF
ISHARES S&P 100 INDEX FUND
+$1.2M
7,481
+373%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$1.2M
29,195
-20%
增持
IYE
ISHARES DOW JONES US ENERGY SECTOR FUND
+$1.2M
65,701
+32%
增持
ESGE
ISHARES INC ESG AWR MSCI EM
+$1.1M
90,677
+65%
减持
HD
HOME DEPOT INC
-$1.1M
4,395
-26%
建仓
TLH
ISHARES TR 10-20 YR TRS ETF
+$1.1M
8,407
增持
IUSB
ISHARES TR CORE TOTAL USD
+$1.1M
129,239
+29%
减持
—
UNILEVER PLC SPON ADR NEW
-$998.0K
5,396
-77%
减持
IJR
ISHARES CORE S&P SMALL-CAP E
-$959.0K
55,611
-8%
建仓
PJAN
INNOVATOR ETFS TR US EQTY PWR BUF
+$957.0K
29,397
建仓
SHEL
SHELL PLC SPON ADS EA REP 2 ORD SHS
+$872.0K
15,868
增持
SHY
ISHARES TRUST 1-3 YEAR TREASURY BOND ETF
+$841.0K
18,964
+119%
建仓
PMAR
INNOVATOR ETFS TR US EQTY PWR BUF
+$814.0K
25,229
增持
ABBV
ABBVIE INC COM USD0.01
+$790.0K
23,583
+5%
增持
AMZN
AMAZON.COM INC
+$788.0K
2,278
+14%
减持
LMT
LOCKHEED MARTIN CORP COM USD1.00
-$779.0K
950
-72%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$752.0K
26,591
+39%
清仓
—
ROYAL DUTCH SHELL ADS EA REP 2 CL B EUR0.07
-$734.0K
0
-100%
增持
NEE
NEXTERA ENERGY INC COM USD0.01
+$712.0K
25,798
+63%
减持
VXF
VANGUARD EXTENDED MARKETS INDEX FUND
-$699.0K
2,723
-57%
减持
LOW
LOWES COMPANIES INC COM USD0.50
-$664.0K
5,161
-22%
增持
ICLN
ISHARES TR GL CLEAN ENE ETF
+$663.0K
158,375
+22%
清仓
—
IHS MARKIT LTD COM USD0.01 ISIN #BMG475671050 SEDOL #BH0K6S8
-$607.0K
0
-100%
清仓
IWO
ISHARES TR RUS 2000 GRW ETF
-$592.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$542.0K
24,300
+1%
建仓
ACWX
ISHARES TR MSCI ACWI EX US
+$524.0K
10,032
增持
SPGI
S&P GLOBAL INC COM
+$516.0K
2,266
+158%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$515.0K
23,664
+32%
建仓
BIZD
VANECK ETF TR VANECK BDC INCOME ETF
+$492.0K
27,466
减持
—
ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012
-$485.0K
2,097
-11%
减持
PEP
PEPSICO INC
-$478.0K
11,576
-17%
清仓
MMM
3M CO
-$474.0K
0
-100%
增持
MA
MASTERCARD INCORPORATED CL A
+$469.0K
4,433
+43%
增持
VZ
VERIZON COMMUNICATIONS INC
+$465.0K
62,610
+19%
增持
—
EATON CORP PLC COM
+$459.0K
8,334
+79%
减持
SPY
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT
-$452.0K
17,640
-0%
减持
USXF
ISHARES TRUST ESG ADVANCED MSCI USA ETF
-$440.0K
26,662
-24%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$429.0K
1,412
-56%
增持
DSI
ISHARES TR MSCI KLD400 SOC
+$427.0K
8,536
+155%
增持
GOVT
ISHARES TR US TREAS BD ETF
+$409.0K
150,029
+20%
减持
CVX
CHEVRON CORP NEW COM
+$404.0K
19,812
-18%
减持
AGG
ISHARES CORE US AGGREGATE BOND ETF
-$394.0K
18,366
-11%
增持
WMB
WILLIAMS COS INC COM
+$378.0K
29,554
+26%
清仓
VTRS
VIATRIS INC COM
-$373.0K
0
-100%
减持
VB
VANGUARD SMALL-CAP INDEX FUND
-$371.0K
18,214
-3%
减持
AMLP
ALPS ETF TR ALERIAN MLP
+$364.0K
166,437
-9%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$356.0K
500
-17%
减持
ZTS
ZOETIS INC
-$354.0K
5,625
-3%
减持
MSCI
MSCI INC
-$351.0K
699
-39%
建仓
PFEB
INNOVATOR ETFS TR US EQTY PWR BUF
+$350.0K
11,939
减持
IXN
ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND
-$346.0K
35,667
-5%
建仓
IYH
ISHARES U.S. HEALTHCARE ETF
+$338.0K
1,170
建仓
IWB
ISHARES RUSSELL 1000 INDEX FUND
+$333.0K
1,331
减持
EL
ESTEE LAUDER COMPANIES INC COM USD0.01 CLASS A
-$333.0K
2,518
-9%
建仓
DIA
SPDR DOW JONES INDL AVERAGE ET UT SER 1
+$332.0K
957
增持
—
WALGREENS BOOTS ALLIANCE INC
+$331.0K
14,392
+140%
增持
—
ACCENTURE PLC
-$327.0K
4,333
+0%
减持
—
NXP SEMICONDUCTORS NV
-$326.0K
4,412
-12%
清仓
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$321.0K
0
-100%
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC COM
+$317.0K
2,477
增持
—
ETFMG ALTERNATIVE HARVEST ETF
+$313.0K
45,315
+219%
清仓
IHI
ISHARES TR U.S. MED DVC ETF
-$312.0K
0
-100%
建仓
CLX
CLOROX CO COM USD1.00
+$312.0K
2,241
增持
MSFT
MICROSOFT CORP
-$311.0K
30,311
+6%
清仓
BMRN
BIOMARIN PHARMACEUTICAL COM USD0.001
-$309.0K
0
-100%
增持
T
AT&T INC COM USD1
+$308.0K
90,707
+22%
增持
UPS
UNITED PARCEL SERVICE INC
+$308.0K
6,254
+30%
减持
SBUX
STARBUCKS CORP COM USD0.001
-$307.0K
5,840
-19%
清仓
RF
REGIONS FINANCIAL CORP NEW COM
-$305.0K
0
-100%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$305.0K
50,825
+59%
建仓
MELI
MERCADOLIBRE INC COM USD0.001
+$303.0K
255
减持
ESGD
ISHARES TR ESG AW MSCI EAFE
-$297.0K
8,155
-28%
增持
ENB
ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149
+$296.0K
27,248
+11%
减持
CSCO
CISCO SYSTEMS INC
-$296.0K
38,157
-0%
增持
BABA
ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS
+$295.0K
8,286
+62%
清仓
—
ELASTIC N V COM EUR0.01
-$293.0K
0
-100%
减持
TLT
ISHARES TR 20 YR TR BD ETF
-$293.0K
4,036
-28%
增持
DLR
DIGITAL REALTY TRUST INC
+$293.0K
4,674
+124%
清仓
GM
GENERAL MTRS CO COM
-$289.0K
0
-100%
建仓
—
HESS CORPORATION COM USD1.00
+$287.0K
2,680
清仓
SLV
ISHARES SILVER TR ISHARES
-$287.0K
0
-100%
增持
JNJ
JOHNSON &JOHNSON COM USD1.00
+$285.0K
12,670
+11%
减持
IXUS
ISHARES TR CORE MSCI TOTAL
-$285.0K
14,086
-18%
增持
—
TOTAL ENERGIES SE
+$284.0K
14,795
+58%
增持
PANW
PALO ALTO NETWORKS INC COM USD0.0001
+$283.0K
1,834
+19%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$283.0K
1,598
-13%
增持
LDEM
ISHARES TR ESG MSCI EM LDRS
+$283.0K
21,026
+42%
建仓
HII
HUNTINGTON INGALLS INDUSTRIES INC
+$278.0K
1,392
清仓
CMDY
ISHARES U S ETF TR BLOOMBERG ROLL
-$276.0K
0
-100%
减持
IUSG
ISHARES CORE S&P US GROWTH ETF
-$272.0K
5,743
-24%
建仓
MTB
M &T BANK CORP COM USD0.50
+$269.0K
1,584
减持
ALGN
ALIGN TECHNOLOGY INC COM USD0.0001
-$267.0K
539
-29%
增持
V
VISA INC
+$258.0K
8,684
+13%
建仓
TFX
TELEFLEX INCORPORATED COM
+$257.0K
725
减持
INTU
INTUIT INC
-$257.0K
995
-13%
增持
DUK
DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0
+$256.0K
11,407
+18%
清仓
—
JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00
-$255.0K
0
-100%
建仓
PWR
QUANTA SERVICES COM USD0.00001
+$255.0K
1,936
增持
TFI
SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF
+$254.0K
23,938
+39%
建仓
—
AMEDISYS INC
+$252.0K
1,462
建仓
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$248.0K
1,539
减持
ESML
ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF
-$245.0K
16,323
-24%
减持
BRK/B
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
+$244.0K
5,160
-2%
减持
DHR
DANAHER CORPORATION COM
-$243.0K
745
-47%
清仓
RDNT
RADNET INC
-$241.0K
0
-100%
清仓
IEMG
ISHARES INC CORE MSCI EMERGING MKTS ETF
-$241.0K
0
-100%
减持
—
AMPLIFY ETF TR SEYMOUR CANNBS
-$240.0K
14,972
-51%
建仓
SMMD
ISHARES TRUST RUSSELL 2500 USD ETF
+$240.0K
3,855
建仓
VALE
VALE S.A. SPONS ADS REPR 1 COM NPV
+$239.0K
11,944
建仓
UNF
UNIFIRST CORP
+$238.0K
1,294
减持
POOL
POOL CORP COM
-$236.0K
1,220
-8%
清仓
TTD
THE TRADE DESK INC COM CL A
-$236.0K
0
-100%
清仓
DOCU
DOCUSIGN INC COM
-$236.0K
0
-100%
建仓
—
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP
+$235.0K
4,771
减持
IJH
ISHARES S&P MIDCAP 400 INDEX FUND
-$235.0K
14,247
-1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$235.0K
15,534
+3%
建仓
HSY
HERSHEY COMPANY COM USD1.00
+$235.0K
1,086
建仓
—
DCP MIDSTREAM LP COM UT LTD PTN
+$234.0K
6,980
建仓
RPM
RPM INTERNATIONAL INC
+$234.0K
2,880
清仓
PBW
INVESCO EXCHANGE TRADED FD TR WILDERHIL CLAN
-$233.0K
0
-100%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC COM
-$232.0K
3,026
+2%
建仓
—
ASPEN TECHNOLOGY INC
+$231.0K
1,398
减持
BAC
BK OF AMERICA CORP COM
-$231.0K
20,389
-15%
增持
VOT
VANGUARD MID-CAP GROWTH INDEX FUND
-$230.0K
9,177
+3%
清仓
TOTL
SSGA ACTIVE ETF TR SPDR TR TACTIC
-$229.0K
0
-100%
建仓
—
AMERICA MOVIL ADR REP 20 SR L ORD
+$228.0K
10,774
清仓
NIO
NIO INC SPON ADS EACH REP 1 ORD SHS CLASS A
-$225.0K
0
-100%
建仓
TRGP
TARGA RESOURCES CORP
+$225.0K
2,983
减持
COP
CONOCOPHILLIPS COM
+$224.0K
11,108
-10%
建仓
LOPE
GRAND CANYON EDUCATION INC
+$224.0K
2,302
清仓
TGT
TARGET CORP
-$222.0K
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$222.0K
0
-100%
