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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

23Q1 调仓2022-12-31 → 2023-03-31 · 共 150 项建仓 34增持 60减持 24清仓 32

方向

标的

Δ市值

现股数(环比)

增持

AAPL APPLE INC

+$14.3M

393,506 +1%

建仓

QUAL ISHARES TR

+$13.4M

108,218

减持

ESGU ISHARES TR

-$9.3M

118,945 -50%

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

IEMG ISHARES INC

+$5.5M

112,967

增持

EFG ISHARES TR

+$5.3M

117,638 +72%

清仓

EEMV ISHARES INC MSCI EMERG MRKT

-$4.4M

0 -100%

增持

IUSB ISHARES TR

+$3.7M

299,888 +33%

清仓

IWF ISHARES TR RUS 1000 GRW ETF

-$3.4M

0 -100%

减持

MINT PIMCO ETF TR

-$3.4M

34,720 -50%

增持

IVV ISHARES TR

+$3.3M

105,498 +1%

增持

AMZN AMAZON COM INC

+$3.0M

73,056 +35%

增持

IYW ISHARES TR

+$2.7M

66,989 +41%

清仓

EEM ISHARES TRUST MSCI EMG MKTS ETF USD DIS

-$2.5M

0 -100%

增持

MSFT MICROSOFT CORP

+$2.4M

45,757 +2%

增持

GOVT ISHARES TR

+$2.3M

183,544 +111%

清仓

SHYG ISHARES TRUST 0-5YR HIGH YIELD CORP BD ISIN #US46434V4077 SEDOL #BFS2LL0

-$2.1M

0 -100%

减持

MTUM ISHARES TR

-$2.1M

2,194 -87%

清仓

IWD ISHARES RUSSELL 1000 VALUE ETF

-$2.1M

0 -100%

增持

PMAR INNOVATOR ETFS TR

+$2.1M

88,126 +249%

建仓

EMGF ISHARES INC

+$2.0M

49,302

清仓

EFA ISHARES MSCI EAFE ETF

-$1.9M

0 -100%

建仓

— LINDE PLC

+$1.7M

4,729

增持

NVDA NVIDIA CORPORATION

+$1.6M

11,267 +10%

清仓

DVY ISHARES SELECT DIVIDEND ETF

-$1.6M

0 -100%

清仓

— LINDE PLC COM EUR0.001

-$1.5M

0 -100%

增持

TSLA TESLA INC

+$1.5M

16,043 +5%

增持

CRM SALESFORCE INC

+$1.4M

12,506 +54%

减持

IJR ISHARES TR

-$1.4M

25,994 -37%

增持

META META PLATFORMS INC

+$1.3M

12,450 +13%

增持

MBB ISHARES TR

+$1.3M

52,000 +32%

减持

EFV ISHARES TR

-$1.2M

173,683 -17%

增持

USMV ISHARES TR

+$1.1M

48,076 +46%

清仓

IWM ISHARES RUSSELL 2000 ETF

-$1.0M

0 -100%

清仓

IWO ISHARES TR RUS 2000 GRW ETF

-$861.6K

0 -100%

增持

PJAN INNOVATOR ETFS TR

+$854.0K

55,361 +77%

减持

SHY ISHARES TR

-$825.7K

30,238 -26%

清仓

ICVT ISHARES TRUST CONVERTIBLE BOND ETF

-$800.6K

0 -100%

清仓

IYR ISHARES U S REAL ESTATE ETF

-$760.1K

0 -100%

增持

VZ VERIZON COMMUNICATIONS INC

+$758.6K

96,298 +27%

减持

SCHW SCHWAB CHARLES CORP

-$756.8K

19,663 -8%

减持

JPM JPMORGAN CHASE & CO

-$755.9K

16,019 -24%

清仓

COMT ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF

-$755.0K

0 -100%

增持

DIS DISNEY WALT CO

+$721.6K

22,936 +27%

建仓

EJAN INNOVATOR ETFS TR

+$689.7K

24,465

清仓

IYE ISHARES DOW JONES US ENERGY SECTOR FUND

-$680.1K

0 -100%

减持

GILD GILEAD SCIENCES INC

-$679.9K

13,071 -36%

增持

PANW PALO ALTO NETWORKS INC

+$667.1K

7,963 +20%

增持

PFEB INNOVATOR ETFS TR

+$665.1K

34,354 +188%

清仓

IWN ISHARES RUSSELL 2000 VALUE ETF

-$655.8K

0 -100%

建仓

ETR ENTERGY CORP NEW

+$654.5K

6,075

减持

UNH UNITEDHEALTH GROUP INC

-$634.6K

5,900 -9%

增持

ESGE ISHARES INC

+$629.4K

36,771 +109%

增持

GOOGL ALPHABET INC

+$627.8K

39,511 +0%

增持

SNY SANOFI

+$589.3K

17,541 +133%

增持

VXF VANGUARD INDEX FDS

+$579.7K

6,601 +154%

清仓

— DISCOVER FINANCIAL SERVICES

-$578.9K

0 -100%

清仓

IJT ISHARES TR S&P SMALL CAP 600 GROWTH ETF

-$564.8K

0 -100%

减持

PFE PFIZER INC

-$552.4K

40,684 -6%

减持

EUSB ISHARES TR

-$545.7K

7,939 -62%

增持

GOOG ALPHABET INC

+$540.4K

19,055 +17%

建仓

EAGG ISHARES TR

+$532.8K

11,086

建仓

ABNB AIRBNB INC

+$522.6K

4,201

减持

— ARISTA NETWORKS INC

+$516.0K

11,430 -1%

清仓

IWR ISHARES TR RUS MID CAP ETF

-$504.1K

0 -100%

增持

LOW LOWES COS INC

+$479.5K

8,839 +37%

增持

— LYONDELLBASELL INDUSTRIES N

+$462.7K

9,051 +94%

增持

UPS UNITED PARCEL SERVICE INC

+$457.3K

12,222 +11%

减持

SHV ISHARES TR

-$446.6K

101,434 -4%

减持

MRK MERCK & CO INC

-$446.1K

16,130 -17%

增持

— ASML HOLDING N V

+$443.4K

2,386 +10%

增持

LCTU BLACKROCK ETF TRUST

+$437.7K

25,261 +52%

增持

NFLX NETFLIX INC

+$435.5K

5,390 +11%

增持

CMCSA COMCAST CORP NEW

+$408.1K

47,359 +19%

建仓

EMB ISHARES TR

+$402.7K

4,668

清仓

HDV ISHARES CORE HIGH DIVIDEND ETF

-$391.6K

0 -100%

增持

AVGO BROADCOM INC

+$386.0K

4,189 +2%

建仓

— INNOVATE CORP

+$383.1K

129,000

增持

ESGD ISHARES TR

+$378.5K

10,526 +83%

增持

UBER UBER TECHNOLOGIES INC

+$376.8K

23,245 +60%

增持

OZ BELPOINTE PREP LLC

+$373.0K

28,474 +24%

增持

SAP SAP SE

+$369.2K

6,982 +40%

建仓

AMD ADVANCED MICRO DEVICES INC

+$367.5K

3,750

增持

VNQ VANGUARD INDEX FDS

+$367.3K

53,484 +8%

建仓

MELI MERCADOLIBRE INC

+$357.2K

271

增持

EPD ENTERPRISE PRODS PARTNERS L

+$352.3K

33,222 +58%

增持

INTU INTUIT

+$351.6K

1,625 +70%

清仓

BOH BANK OF HAWAII CORP

-$349.5K

0 -100%

建仓

IJAN INNOVATOR ETFS TR

+$345.5K

12,143

清仓

TIP ISHARES TIPS BOND ETF

-$335.2K

0 -100%

增持

ORCL ORACLE CORP

+$334.2K

17,042 +12%

建仓

TEAM ATLASSIAN CORPORATION

+$324.7K

1,897

增持

V VISA INC

+$323.6K

14,028 +3%

建仓

BWA BORGWARNER INC

+$321.2K

6,539

增持

— LAM RESEARCH CORP

+$320.8K

2,472 +5%

建仓

SMG SCOTTS MIRACLE-GRO CO

+$320.4K

4,594

增持

OEF ISHARES TR

+$319.8K

8,593 +14%

增持

KJAN INNOVATOR ETFS TR

+$314.9K

19,243 +108%

增持

TTD THE TRADE DESK INC

+$314.6K

18,675 +2%

清仓

TSCO TRACTOR SUPPLY CO

-$314.3K

0 -100%

增持

PYPL PAYPAL HLDGS INC

+$312.4K

9,763 +62%

增持

SONY SONY GROUP CORPORATION

+$309.7K

13,528 +13%

增持

USXF ISHARES TR

+$308.9K

26,498 +43%

建仓

— TE CONNECTIVITY LTD

+$304.1K

2,318

建仓

TRV TRAVELERS COMPANIES INC

+$302.5K

1,765

减持

CVS CVS HEALTH CORP

-$301.3K

15,876 -0%

增持

PLD PROLOGIS INC.

+$299.4K

11,251 +15%

清仓

AIN ALBANY INTERNATIONAL CORP

-$293.2K

0 -100%

建仓

ALGN ALIGN TECHNOLOGY INC

+$287.7K

861

清仓

— BUNGE LIMITED COM STK USD0.01

-$285.3K

0 -100%

增持

TXN TEXAS INSTRS INC

+$282.6K

9,424 +6%

增持

NGG NATIONAL GRID PLC

+$280.7K

15,924 +20%

增持

AEP AMERICAN ELEC PWR CO INC

+$279.8K

10,042 +50%

减持

VTV VANGUARD INDEX FDS

-$278.7K

7,264 -20%

建仓

DLB DOLBY LABORATORIES INC

+$278.1K

3,256

增持

— MEDTRONIC PLC

+$274.2K

14,003 +27%

增持

WSO WATSCO INC

+$274.1K

2,530 +19%

建仓

SE SEA LTD

+$270.1K

3,121

建仓

AVB AVALONBAY CMNTYS INC

+$268.7K

1,599

减持

FISV FISERV INC

-$268.0K

3,039 -50%

减持

SUB ISHARES TR

-$267.8K

4,848 -35%

减持

JNJ JOHNSON & JOHNSON

-$266.8K

12,273 -0%

减持

IWP ISHARES TR

-$266.3K

2,473 -58%

增持

D DOMINION ENERGY INC

+$264.1K

15,441 +58%

建仓

BALL BALL CORP

+$261.4K

4,743

建仓

— ASPEN TECHNOLOGY INC

+$258.9K

1,131

建仓

AMX AMERICA MOVIL SAB DE CV

+$257.0K

12,208

减持

IVLU ISHARES TR

-$256.2K

96,190 -16%

清仓

GMED GLOBUS MEDICAL INC

-$254.9K

0 -100%

清仓

VOD VODAFONE GROUP SPON ADR EACH REP 10 ORD

-$254.1K

0 -100%

减持

IAU ISHARES GOLD TR

+$252.6K

90,892 -0%

减持

COP CONOCOPHILLIPS

-$251.8K

12,942 -1%

建仓

KAPR INNOVATOR ETFS TR

+$250.0K

9,398

增持

AMLP ALPS ETF TR

+$249.9K

174,694 +2%

清仓

IWS ISHARES RUSSELL MID-CAP VALUE ETF

-$248.7K

0 -100%

增持

HD HOME DEPOT INC

+$246.6K

6,283 +23%

建仓

EVTC EVERTEC INC

+$245.8K

7,284

增持

IWB ISHARES TR

+$244.7K

3,694 +32%

清仓

CMDY ISHARES U S ETF TR BLOOMBERG ROLL

-$243.3K

0 -100%

清仓

CL COLGATE-PALMOLIVE CO COM USD1.00

-$242.5K

0 -100%

清仓

AZTA AZENTA INC COM

-$242.4K

0 -100%

清仓

FLR FLUOR CORP COM USD0.01

-$240.9K

0 -100%

增持

MRSH MARSH & MCLENNAN COS INC

+$236.7K

9,573 +17%

建仓

— GLOBANT S A

+$236.7K

1,443

建仓

AMAT APPLIED MATLS INC

+$236.3K

1,924

建仓

EW EDWARDS LIFESCIENCES CORP

+$235.0K

2,841

建仓

MU MICRON TECHNOLOGY INC

+$232.0K

3,844

建仓

TXT TEXTRON INC

+$230.6K

3,265

建仓

— ETF MANAGERS TR

+$230.5K

65,493

清仓

— AMERICA MOVIL ADR REP 20 SR L ORD

-$228.3K

0 -100%

建仓

FND FLOOR & DECOR HLDGS INC

+$226.9K

2,310