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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

23Q2 调仓2023-03-31 → 2023-06-30 · 共 150 项建仓 39增持 46减持 33清仓 32

方向

标的

Δ市值

现股数(环比)

增持

AAPL APPLE INC

+$13.3M

403,043 +2%

增持

IVV ISHARES TR

+$5.6M

109,870 +4%

增持

IVW ISHARES TR

+$5.1M

76,406 +1731%

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

SHV ISHARES TR

-$3.8M

67,167 -34%

清仓

SHY ISHARES TR

-$2.5M

0 -100%

增持

MINT PIMCO ETF TR

+$2.3M

57,980 +67%

减持

MSFT MICROSOFT CORP

+$2.3M

45,594 -0%

建仓

DVY ISHARES TR

+$2.2M

19,585

增持

AMZN AMAZON COM INC

+$2.0M

73,292 +0%

增持

VXF VANGUARD INDEX FDS

+$1.9M

19,079 +189%

增持

QUAL ISHARES TR

+$1.5M

110,827 +2%

增持

IEMG ISHARES INC

+$1.5M

142,422 +26%

建仓

IWD ISHARES TR

+$1.4M

8,644

增持

SPY SPDR S&P 500 ETF TR

+$1.3M

17,560 +10%

增持

IYW ISHARES TR

+$1.2M

67,987 +1%

减持

NVDA NVIDIA CORPORATION

+$1.2M

10,178 -10%

减持

ICLN ISHARES TR

-$1.2M

42,856 -57%

增持

META META PLATFORMS INC

+$1.2M

13,219 +6%

增持

LLY LILLY ELI & CO

+$1.0M

7,028 +7%

增持

TLT ISHARES TR

+$1.0M

13,916 +257%

建仓

CP CANADIAN PACIFIC KANSAS CITY

+$936.1K

11,590

增持

EFG ISHARES TR

+$919.2K

125,138 +6%

减持

AVGO BROADCOM INC

+$896.0K

4,131 -1%

清仓

— CANADIAN PAC RY LTD

-$873.0K

0 -100%

建仓

PAPR INNOVATOR ETFS TR

+$816.9K

26,437

减持

CCI CROWN CASTLE INC

-$792.0K

7,159 -40%

建仓

EFA ISHARES TR

+$791.0K

10,911

增持

LQD ISHARES TR

+$791.0K

16,764 +80%

减持

CSCO CISCO SYS INC

-$787.2K

32,002 -32%

减持

ABBV ABBVIE INC

-$785.4K

22,732 -6%

减持

DG DOLLAR GEN CORP NEW

-$753.7K

2,763 -52%

减持

TMO THERMO FISHER SCIENTIFIC INC

-$713.9K

2,473 -29%

减持

BTI BRITISH AMERN TOB PLC

-$635.2K

21,875 -44%

增持

SPGI S&P GLOBAL INC

+$634.9K

3,981 +43%

减持

T AT&T INC

-$632.8K

124,023 -9%

增持

TFI SPDR SER TR

+$625.3K

45,788 +44%

建仓

IEF ISHARES TR

+$569.0K

5,891

增持

USMV ISHARES TR

+$537.3K

54,277 +13%

增持

EFV ISHARES TR

+$523.0K

182,914 +5%

增持

NFLX NETFLIX INC

+$514.7K

5,396 +0%

减持

DIS DISNEY WALT CO

-$511.8K

19,991 -13%

建仓

IWM ISHARES TR

+$508.9K

2,718

清仓

NEAR ISHARES U S ETF TR

-$494.4K

0 -100%

建仓

HUBB HUBBELL INC

+$490.9K

1,481

减持

ESGE ISHARES INC

-$480.3K

21,412 -42%

建仓

FMX FOMENTO ECONOMICO MEXICANO S

+$468.3K

4,225

建仓

ALL ALLSTATE CORP

+$467.4K

4,286

减持

— CHUBB LIMITED

-$456.2K

3,557 -39%

减持

MET METLIFE INC

-$456.1K

3,972 -66%

清仓

DLR DIGITAL RLTY TR INC

-$445.8K

0 -100%

清仓

CLX CLOROX CO DEL

-$429.3K

0 -100%

清仓

SPLV INVESCO EXCH TRADED FD TR II

-$428.2K

0 -100%

减持

TSLA TESLA INC

+$425.8K

14,341 -11%

建仓

IAPR INNOVATOR ETFS TR

+$418.7K

16,800

建仓

HDV ISHARES TR

+$416.2K

4,129

减持

GOOGL ALPHABET INC

+$398.5K

37,569 -5%

减持

STZ CONSTELLATION BRANDS INC

-$379.7K

2,750 -41%

增持

GOOG ALPHABET INC

+$379.4K

19,518 +2%

增持

— EXXON MOBIL CORP

+$373.1K

19,912 +24%

增持

ADBE ADOBE SYSTEMS INCORPORATED

+$362.9K

3,443 +0%

增持

KAPR INNOVATOR ETFS TR

+$362.3K

22,231 +137%

增持

ISRG INTUITIVE SURGICAL INC

+$342.2K

3,435 +5%

建仓

RBA RB GLOBAL INC

+$338.9K

5,648

增持

PMAY INNOVATOR ETFS TR

+$328.5K

54,806 +21%

清仓

IFF INTERNATIONAL FLAVORS&FRAGRA

-$324.0K

0 -100%

减持

KEY KEYCORP

-$322.0K

14,343 -60%

建仓

IWF ISHARES TR

+$319.8K

1,162

增持

LDEM ISHARES TR

+$316.2K

14,556 +98%

增持

INTU INTUIT

+$316.2K

2,271 +40%

建仓

SHOP SHOPIFY INC

+$312.0K

4,829

建仓

EEM ISHARES TR

+$310.0K

7,837

清仓

— RITCHIE BROS AUCTIONEERS

-$307.4K

0 -100%

清仓

MTUM ISHARES TR

-$305.1K

0 -100%

清仓

— TE CONNECTIVITY LTD

-$304.1K

0 -100%

建仓

EAPR INNOVATOR ETFS TR

+$301.8K

12,255

减持

— INNOVATE CORP

-$300.9K

47,000 -64%

增持

IUSB ISHARES TR

+$296.4K

310,892 +4%

清仓

WAT WATERS CORP

-$294.8K

0 -100%

减持

GILD GILEAD SCIENCES INC

-$294.3K

10,253 -22%

减持

VCSH VANGUARD SCOTTSDALE FDS

-$293.5K

13,148 -22%

增持

— LYONDELLBASELL INDUSTRIES N

+$282.3K

12,328 +36%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$281.3K

7,664 +1%

减持

MUB ISHARES TR

-$280.6K

14,729 -14%

增持

MRK MERCK & CO INC

+$280.0K

17,298 +7%

减持

TTD THE TRADE DESK INC

+$278.1K

18,332 -2%

增持

PEY INVESCO EXCHANGE TRADED FD T

+$277.0K

42,287 +57%

清仓

SEDG SOLAREDGE TECHNOLOGIES INC

-$276.0K

0 -100%

减持

VZ VERIZON COMMUNICATIONS INC

-$275.2K

93,300 -3%

建仓

MDB MONGODB INC

+$275.0K

669

清仓

KDP KEURIG DR PEPPER INC

-$274.5K

0 -100%

减持

ORCL ORACLE CORP

+$272.4K

15,584 -9%

减持

TFC TRUIST FINL CORP

-$271.0K

40,856 -8%

清仓

SE SEA LTD

-$270.1K

0 -100%

建仓

CALY TOPGOLF CALLAWAY BRANDS CORP

+$262.9K

13,246

清仓

— THOMSON REUTERS CORP.

-$261.7K

0 -100%

清仓

— ASPEN TECHNOLOGY INC

-$258.9K

0 -100%

清仓

AZO AUTOZONE INC

-$253.2K

0 -100%

建仓

— THOMSON REUTERS CORP.

+$251.8K

1,866

清仓

DHR DANAHER CORPORATION

-$249.5K

0 -100%

清仓

UNF UNIFIRST CORP MASS

-$244.8K

0 -100%

建仓

ES EVERSOURCE ENERGY

+$242.5K

3,419

增持

HD HOME DEPOT INC

+$240.2K

6,742 +7%

增持

URI UNITED RENTALS INC

+$237.4K

1,524 +37%

清仓

— ICON PLC

-$234.7K

0 -100%

清仓

— CRH PLC

-$233.0K

0 -100%

建仓

MEDP MEDPACE HLDGS INC

+$231.3K

963

清仓

TXT TEXTRON INC

-$230.6K

0 -100%

清仓

AGG ISHARES TR

-$229.6K

0 -100%

建仓

— AMEDISYS INC

+$228.8K

2,502

建仓

PAYC PAYCOM SOFTWARE INC

+$226.6K

705

建仓

SHM SPDR SER TR

+$226.5K

4,814

增持

AMLP ALPS ETF TR

+$226.0K

177,963 +2%

减持

UPS UNITED PARCEL SERVICE INC

-$224.7K

11,973 -2%

清仓

ENTG ENTEGRIS INC

-$223.0K

0 -100%

建仓

ROL ROLLINS INC

+$222.8K

5,202

减持

EL LAUDER ESTEE COS INC

-$222.5K

3,911 -3%

清仓

MRNA MODERNA INC

-$219.9K

0 -100%

清仓

— HORIZON THERAPEUTICS PUB L

-$218.3K

0 -100%

清仓

RLI RLI CORP

-$217.5K

0 -100%

增持

GWW GRAINGER W W INC

+$216.4K

1,481 +7%

建仓

H HYATT HOTELS CORP

+$215.9K

1,884

建仓

FUL FULLER H B CO

+$213.0K

2,978

建仓

AMN AMN HEALTHCARE SVCS INC

+$211.6K

1,939

建仓

NSC NORFOLK SOUTHN CORP

+$210.5K

928

清仓

BL BLACKLINE INC

-$210.4K

0 -100%

清仓

PODD INSULET CORP

-$209.9K

0 -100%

增持

— ACCENTURE PLC IRELAND

+$209.7K

4,758 +8%

减持

PANW PALO ALTO NETWORKS INC

+$209.3K

7,044 -12%

建仓

ELS EQUITY LIFESTYLE PPTYS INC

+$208.8K

3,122

减持

— WALGREENS BOOTS ALLIANCE INC

-$207.9K

12,364 -24%

建仓

VICI VICI PPTYS INC

+$207.2K

6,592

增持

PJUL INNOVATOR ETFS TR

+$206.5K

22,273 +27%

建仓

JEPI J P MORGAN EXCHANGE TRADED F

+$205.6K

3,716

增持

VNQ VANGUARD INDEX FDS

+$205.5K

55,611 +4%

建仓

BMI BADGER METER INC

+$204.8K

1,388

建仓

ROAD CONSTRUCTION PARTNERS INC

+$204.4K

6,512

清仓

PGR PROGRESSIVE CORP

-$204.4K

0 -100%

清仓

— DCP MIDSTREAM LP

-$204.2K

0 -100%

建仓

CRWD CROWDSTRIKE HLDGS INC

+$203.6K

1,386

增持

MDLZ MONDELEZ INTL INC

+$203.3K

20,744 +10%

建仓

RWL INVESCO EXCH TRADED FD TR II

+$202.8K

2,535

建仓

AIN ALBANY INTL CORP

+$202.6K

2,172

清仓

BND VANGUARD BD INDEX FDS

-$202.3K

0 -100%

建仓

AZTA AZENTA INC

+$201.9K

4,325

增持

WMB WILLIAMS COS INC

+$201.8K

44,690 +6%

增持

ABT ABBOTT LABS

+$200.3K

13,073 +8%

减持

MRSH MARSH & MCLENNAN COS INC

+$198.1K

9,530 -0%

增持

VTV VANGUARD INDEX FDS

+$193.4K

8,421 +16%

增持

EXAS EXACT SCIENCES CORP

+$189.3K

4,330 +35%

增持

SNY SANOFI

+$188.7K

21,212 +21%