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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 25
增持 32
减持 51
清仓 42
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$10.7M
393,989
-2%
增持
IVV
ISHARES TR
+$6.5M
129,080
+17%
减持
MINT
PIMCO ETF TR
-$5.3M
4,752
-92%
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
AOA
ISHARES TR
+$4.3M
67,974
减持
GOVT
ISHARES TR
-$3.9M
14,657
-92%
增持
EFV
ISHARES TR
+$3.9M
262,055
+43%
建仓
TFLO
ISHARES TR
+$3.7M
73,751
减持
IYW
ISHARES TR
-$3.4M
37,821
-44%
减持
QUAL
ISHARES TR
-$3.1M
90,080
-19%
建仓
COMT
ISHARES U S ETF TR
+$2.7M
91,814
减持
EFG
ISHARES TR
-$2.7M
107,545
-14%
减持
ESGU
ISHARES TR
-$2.5M
86,731
-21%
减持
IEMG
ISHARES INC
-$2.4M
97,064
-32%
清仓
DVY
ISHARES TR
-$2.2M
0
-100%
清仓
TFI
SPDR SER TR
-$2.1M
0
-100%
增持
OEF
ISHARES TR
+$2.0M
17,395
+134%
增持
IVW
ISHARES TR
+$1.9M
106,194
+39%
清仓
TLH
ISHARES TR
-$1.8M
0
-100%
增持
IJH
ISHARES TR
+$1.7M
19,087
+63%
减持
MSFT
MICROSOFT CORP
-$1.7M
43,834
-4%
增持
TLT
ISHARES TR
+$1.5M
33,382
+140%
增持
MUB
ISHARES TR
+$1.5M
30,187
+105%
清仓
IWD
ISHARES TR
-$1.4M
0
-100%
减持
MBB
ISHARES TR
-$1.3M
40,706
-23%
增持
LQD
ISHARES TR
+$1.2M
29,764
+78%
减持
IEFA
ISHARES TR
-$1.1M
49,443
-21%
建仓
TIP
ISHARES TR
+$1.0M
9,643
增持
SHV
ISHARES TR
+$968.8K
75,925
+13%
减持
SPY
SPDR S&P 500 ETF TR
-$922.9K
16,050
-9%
增持
IVLU
ISHARES TR
+$900.4K
132,231
+37%
清仓
EFA
ISHARES TR
-$791.0K
0
-100%
增持
AMGN
AMGEN INC
+$770.7K
9,981
+16%
减持
USMV
ISHARES TR
-$727.7K
45,686
-16%
减持
EMGF
ISHARES INC
-$695.9K
29,956
-35%
减持
RTX
RTX CORPORATION
-$685.1K
20,740
-7%
减持
VZ
VERIZON COMMUNICATIONS INC
-$640.6K
87,294
-6%
减持
AVGO
BROADCOM INC
-$610.9K
3,578
-13%
增持
CVX
CHEVRON CORP NEW
+$610.3K
15,903
+21%
清仓
IEF
ISHARES TR
-$569.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$564.7K
8,600
-16%
建仓
VTEB
VANGUARD MUN BD FDS
+$559.6K
11,635
减持
ORCL
ORACLE CORP
-$547.3K
12,354
-21%
增持
NEE
NEXTERA ENERGY INC
-$546.0K
37,433
+3%
清仓
IWM
ISHARES TR
-$508.9K
0
-100%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$477.5K
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$462.1K
5,706
-19%
增持
ABBV
ABBVIE INC
+$461.1K
23,640
+4%
减持
LLY
ELI LILLY & CO
+$429.8K
6,936
-1%
减持
AMLP
ALPS ETF TR
+$427.0K
175,471
-1%
减持
V
VISA INC
-$422.6K
11,952
-11%
清仓
HDV
ISHARES TR
-$416.2K
0
-100%
减持
GOOGL
ALPHABET INC
+$414.0K
37,529
-0%
增持
LCTU
BLACKROCK ETF TRUST
+$407.3K
34,896
+38%
减持
AMZN
AMAZON COM INC
-$405.5K
71,970
-2%
减持
NFLX
NETFLIX INC
-$405.1K
5,222
-3%
增持
—
EXXON MOBIL CORP
+$389.2K
21,474
+8%
减持
CSCO
CISCO SYS INC
-$380.5K
23,722
-26%
建仓
GBF
ISHARES TR
+$373.8K
3,736
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$370.5K
1,605
+131%
增持
PAUG
INNOVATOR ETFS TR
+$370.1K
34,480
+54%
增持
AMT
AMERICAN TOWER CORP NEW
+$367.8K
3,802
+186%
建仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$360.7K
5,291
减持
IVE
ISHARES TR
-$357.2K
28,351
-3%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$352.3K
0
-100%
建仓
IXJ
ISHARES TR
+$343.7K
4,170
增持
—
TOTALENERGIES SE
+$336.6K
28,084
+7%
增持
VNQ
VANGUARD INDEX FDS
-$327.9K
57,084
+3%
增持
PAYX
PAYCHEX INC
+$325.0K
6,177
+78%
清仓
IWF
ISHARES TR
-$319.8K
0
-100%
减持
GWW
GRAINGER W W INC
-$317.0K
1,230
-17%
减持
ISRG
INTUITIVE SURGICAL INC
-$314.5K
2,943
-14%
清仓
EEM
ISHARES TR
-$310.0K
0
-100%
减持
MRK
MERCK & CO INC
-$293.6K
16,536
-4%
建仓
KDP
KEURIG DR PEPPER INC
+$293.5K
9,298
增持
PEP
PEPSICO INC
-$285.3K
19,337
+1%
清仓
FALN
ISHARES TR
-$285.1K
0
-100%
减持
EL
LAUDER ESTEE COS INC
-$281.3K
3,367
-14%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$278.8K
9,527
-28%
清仓
HUBS
HUBSPOT INC
-$277.8K
0
-100%
减持
DXCM
DEXCOM INC
-$272.0K
4,550
-16%
增持
USB
US BANCORP DEL
+$271.7K
48,963
+20%
清仓
XIFR
NEXTERA ENERGY PARTNERS LP
-$271.3K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$270.5K
10,067
+65%
增持
UPS
UNITED PARCEL SERVICE INC
-$270.3K
12,035
+1%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$264.6K
0
-100%
建仓
RGEN
REPLIGEN CORP
+$264.6K
1,664
清仓
BP
BP PLC
-$259.7K
0
-100%
增持
PNC
PNC FINL SVCS GROUP INC
+$254.7K
11,414
+25%
清仓
SQM
SOCIEDAD QUIMICA Y MINERA DE
-$253.3K
0
-100%
减持
HON
HONEYWELL INTL INC
-$252.2K
8,576
-3%
减持
LMT
LOCKHEED MARTIN CORP
-$251.6K
4,088
-2%
减持
ESML
ISHARES TR
-$251.5K
6,310
-52%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$251.2K
12,735
-21%
建仓
—
CRH PLC
+$250.5K
4,577
增持
GOOG
ALPHABET INC
+$250.3K
19,806
+1%
建仓
KJUL
INNOVATOR ETFS TR
+$249.8K
9,985
清仓
POWI
POWER INTEGRATIONS INC
-$247.4K
0
-100%
增持
META
META PLATFORMS INC
+$244.2K
13,450
+2%
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$241.3K
2,145
清仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$238.9K
0
-100%
减持
NKE
NIKE INC
-$238.4K
8,763
-10%
清仓
BWXT
BWX TECHNOLOGIES INC
-$235.5K
0
-100%
清仓
CAKE
CHEESECAKE FACTORY INC
-$229.3K
0
-100%
清仓
IDXX
IDEXX LABS INC
-$229.0K
0
-100%
清仓
—
AMEDISYS INC
-$228.8K
0
-100%
减持
HDB
HDFC BANK LTD
-$228.3K
12,883
-9%
清仓
PAYC
PAYCOM SOFTWARE INC
-$226.6K
0
-100%
清仓
SHM
SPDR SER TR
-$226.5K
0
-100%
增持
POCT
INNOVATOR ETFS TR
+$226.1K
59,516
+11%
增持
EAGG
ISHARES TR
+$225.8K
13,519
+65%
减持
TFC
TRUIST FINL CORP
-$225.5K
35,460
-13%
建仓
DELL
DELL TECHNOLOGIES INC
+$224.3K
3,255
清仓
ILMN
ILLUMINA INC
-$224.2K
0
-100%
清仓
TFX
TELEFLEX INCORPORATED
-$222.9K
0
-100%
减持
DEO
DIAGEO PLC
-$220.8K
4,532
-12%
减持
VB
VANGUARD INDEX FDS
-$219.8K
16,712
-2%
建仓
GTLS
CHART INDS INC
+$219.0K
1,295
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$218.5K
3,062
建仓
TXT
TEXTRON INC
+$218.4K
2,795
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$216.4K
9,013
-9%
减持
HD
HOME DEPOT INC
-$216.3K
6,216
-8%
建仓
—
ASPEN TECHNOLOGY INC
+$216.3K
1,059
清仓
AOS
SMITH A O CORP
-$216.1K
0
-100%
清仓
H
HYATT HOTELS CORP
-$215.9K
0
-100%
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$215.4K
2,434
建仓
BL
BLACKLINE INC
+$214.6K
3,870
清仓
LEN
LENNAR CORP
-$214.4K
0
-100%
清仓
AMN
AMN HEALTHCARE SVCS INC
-$211.6K
0
-100%
减持
ABT
ABBOTT LABS
-$211.1K
12,536
-4%
增持
—
ASML HOLDING N V
-$209.8K
2,434
+7%
减持
—
TRANE TECHNOLOGIES PLC
-$209.5K
3,589
-27%
建仓
HUM
HUMANA INC
+$209.0K
430
清仓
ELS
EQUITY LIFESTYLE PPTYS INC
-$208.8K
0
-100%
建仓
KNSL
KINSALE CAP GROUP INC
+$208.6K
504
建仓
—
FABRINET
+$208.4K
1,251
减持
SPGI
S&P GLOBAL INC
-$207.7K
3,799
-5%
建仓
ARGX
ARGENX SE
+$207.5K
422
清仓
VICI
VICI PPTYS INC
-$207.2K
0
-100%
建仓
WDFC
WD 40 CO
+$207.0K
1,018
清仓
BMI
BADGER METER INC
-$204.8K
0
-100%
清仓
NSP
INSPERITY INC
-$204.5K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$204.2K
11,735
-4%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$204.1K
205
-24%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$203.6K
0
-100%
清仓
FANG
DIAMONDBACK ENERGY INC
-$202.9K
0
-100%
清仓
RWL
INVESCO EXCH TRADED FD TR II
-$202.8K
0
-100%
清仓
AIN
ALBANY INTL CORP
-$202.6K
0
-100%
清仓
SQ
BLOCK INC
-$201.4K
0
-100%
清仓
SUI
SUN CMNTYS INC
-$200.4K
0
-100%
减持
LOW
LOWES COS INC
-$200.2K
8,335
-3%
