小隐寺数据中心

情绪

Reddit 热门散户社区提及与热度榜

机构

机构目录全部机构机构持仓机构真实持仓

事件

新股 IPO定价、上市与申报追踪内部人买卖高管与董事交易重大事件并购/高管/退市等重大报告举牌主动或被动披露

财务

季报10-Q 季度财报申报流年报10-K 年度财报申报流

公司

公司目录上市公司高管与档案

势力阵营即将上线校友与资本关系图谱

人物

明星投资人知名基金经理与持仓动向政客交易国会议员持仓披露

API 小隐寺主站

数据来源:SEC及其他第三方非公开数据库

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

23Q4 调仓2023-09-30 → 2023-12-31 · 共 150 项建仓 38增持 57减持 35清仓 20

方向

标的

Δ市值

现股数(环比)

增持

IVV ISHARES TR

+$11.3M

139,628 +8%

减持

AAPL APPLE INC

+$7.0M

386,713 -2%

增持

OEF ISHARES TR

+$4.2M

34,528 +98%

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。

增持

IVE ISHARES TR

+$3.4M

44,554 +57%

增持

MSFT MICROSOFT CORP

+$2.8M

44,256 +1%

增持

VTEB VANGUARD MUN BD FDS

+$2.8M

65,735 +465%

建仓

EMXC ISHARES INC

+$2.7M

49,554

清仓

COMT ISHARES U S ETF TR

-$2.7M

0 -100%

减持

EFG ISHARES TR

-$2.5M

69,704 -35%

减持

MUB ISHARES TR

-$2.5M

5,549 -82%

增持

VNQ VANGUARD INDEX FDS

+$2.4M

76,320 +34%

增持

IYW ISHARES TR

+$2.3M

50,890 +35%

增持

QUAL ISHARES TR

+$2.1M

95,037 +6%

增持

TLT ISHARES TR

+$2.0M

50,282 +51%

增持

AMZN AMAZON COM INC

+$1.8M

71,985 +0%

减持

SHV ISHARES TR

-$1.7M

60,858 -20%

减持

IJH ISHARES TR

-$1.5M

11,878 -38%

减持

IVLU ISHARES TR

-$1.2M

80,317 -39%

减持

USMV ISHARES TR

-$1.2M

27,293 -40%

增持

LQD ISHARES TR

+$1.1M

37,754 +27%

建仓

IXC ISHARES TR

+$1.0M

26,645

增持

SPY SPDR S&P 500 ETF TR

+$1.0M

16,591 +3%

增持

IEFA ISHARES TR

+$977.3K

59,118 +20%

增持

IEMG ISHARES INC

+$969.0K

110,485 +14%

建仓

EFA ISHARES TR

+$925.4K

12,282

减持

AVGO BROADCOM INC

+$924.8K

3,491 -2%

增持

EFV ISHARES TR

+$852.5K

262,474 +0%

增持

IUSB ISHARES TR

+$838.8K

324,026 +1%

建仓

DVY ISHARES TR

+$792.9K

6,764

增持

IVW ISHARES TR

+$782.9K

107,173 +1%

减持

ESGU ISHARES TR

+$775.5K

85,022 -2%

增持

META META PLATFORMS INC

+$774.6K

13,596 +1%

减持

TIP ISHARES TR

-$711.1K

2,689 -72%

增持

JEPI J P MORGAN EXCHANGE TRADED F

+$696.2K

16,492 +320%

增持

MBB ISHARES TR

+$688.3K

45,737 +12%

建仓

KVUE KENVUE INC

+$656.8K

30,508

减持

— EXXON MOBIL CORP

-$651.1K

18,741 -13%

增持

— ARISTA NETWORKS INC

+$631.9K

11,198 +3%

清仓

ESGD ISHARES TR

-$617.2K

0 -100%

减持

NFJ VIRTUS DIVIDEND INTEREST & P

-$584.9K

22,231 -71%

增持

DUK DUKE ENERGY CORP NEW

+$573.7K

20,866 +27%

增持

AMLP ALPS ETF TR

+$565.2K

187,443 +7%

增持

GOOGL ALPHABET INC

+$552.9K

39,115 +4%

减持

CRM SALESFORCE INC

+$538.1K

11,563 -6%

清仓

LDEM ISHARES TR

-$525.9K

0 -100%

建仓

IWD ISHARES TR

+$515.0K

3,116

增持

USB US BANCORP DEL

+$511.9K

49,229 +1%

清仓

EIX EDISON INTL

-$495.1K

0 -100%

建仓

CRWD CROWDSTRIKE HLDGS INC

+$490.5K

1,921

增持

LLY ELI LILLY & CO

+$483.5K

7,221 +4%

增持

ABBV ABBVIE INC

+$463.8K

25,731 +9%

增持

AMD ADVANCED MICRO DEVICES INC

+$433.5K

4,889 +75%

增持

V VISA INC

+$432.7K

12,221 +2%

建仓

XLV SELECT SECTOR SPDR TR

+$430.5K

3,156

增持

IFRA ISHARES TR

+$428.3K

40,434 +23%

增持

LCTU BLACKROCK ETF TRUST

+$427.8K

39,564 +13%

清仓

DXCM DEXCOM INC

-$424.5K

0 -100%

增持

— ASML HOLDING N V

+$421.2K

2,449 +1%

增持

XEL XCEL ENERGY INC

+$420.7K

13,305 +89%

减持

SUB ISHARES TR

-$411.5K

1,955 -67%

建仓

GLD SPDR GOLD TR

+$408.3K

2,136

增持

O REALTY INCOME CORP

+$387.7K

21,953 +26%

减持

VZ VERIZON COMMUNICATIONS INC

+$387.1K

85,314 -2%

减持

VB VANGUARD INDEX FDS

+$379.3K

16,590 -1%

建仓

IYE ISHARES TR

+$376.7K

8,537

清仓

GBF ISHARES TR

-$373.8K

0 -100%

减持

PFE PFIZER INC

-$371.7K

37,802 -14%

清仓

BKNG BOOKING HOLDINGS INC

-$370.1K

0 -100%

增持

PANW PALO ALTO NETWORKS INC

+$365.8K

5,777 +1%

减持

ESGE ISHARES INC

-$363.8K

7,910 -61%

清仓

IFF INTERNATIONAL FLAVORS&FRAGRA

-$360.7K

0 -100%

增持

— ACCENTURE PLC IRELAND

+$359.7K

5,231 +9%

减持

PNC PNC FINL SVCS GROUP INC

+$359.3K

11,369 -0%

减持

IAU ISHARES GOLD TR

+$358.1K

94,698 -1%

建仓

LCTD BLACKROCK ETF TRUST

+$354.4K

8,105

增持

AMT AMERICAN TOWER CORP NEW

+$354.2K

4,537 +19%

增持

NGG NATIONAL GRID PLC

+$349.7K

22,566 +15%

清仓

IXJ ISHARES TR

-$343.7K

0 -100%

减持

URI UNITED RENTALS INC

-$336.9K

528 -63%

减持

— UNILEVER PLC

-$330.2K

13,789 -32%

增持

SUSC ISHARES TR

+$326.7K

28,919 +82%

减持

NFLX NETFLIX INC

+$326.7K

4,721 -10%

增持

TMO THERMO FISHER SCIENTIFIC INC

+$325.5K

3,068 +19%

建仓

IWM ISHARES TR

+$324.4K

1,616

建仓

REET ISHARES TR

+$322.9K

13,352

建仓

TLH ISHARES TR

+$319.6K

2,952

增持

TFC TRUIST FINL CORP

+$318.2K

36,097 +2%

建仓

CL COLGATE PALMOLIVE CO

+$313.5K

3,933

增持

VOT VANGUARD INDEX FDS

+$312.6K

10,173 +3%

增持

HD HOME DEPOT INC

+$310.0K

6,314 +2%

减持

JPM JPMORGAN CHASE & CO

+$307.9K

14,949 -3%

建仓

KKR KKR & CO INC

+$301.4K

3,638

减持

AOA ISHARES TR

+$293.7K

66,754 -2%

增持

PLD PROLOGIS INC.

+$292.3K

11,853 +3%

增持

SCHW SCHWAB CHARLES CORP

+$289.1K

20,103 +1%

减持

EMGF ISHARES INC

-$286.8K

21,894 -27%

增持

— EATON CORP PLC

+$285.2K

9,124 +2%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$282.2K

3,755 +71%

增持

CVX CHEVRON CORP NEW

-$270.4K

16,164 +2%

增持

WDAY WORKDAY INC

+$269.8K

3,084 +14%

建仓

NEM NEWMONT CORP

+$261.5K

6,319

清仓

IGF ISHARES TR

-$259.7K

0 -100%

减持

— LAM RESEARCH CORP

+$259.1K

1,841 -2%

减持

VXF VANGUARD INDEX FDS

+$257.6K

18,132 -5%

减持

SPGI S&P GLOBAL INC

+$257.0K

3,735 -2%

建仓

AXON AXON ENTERPRISE INC

+$252.9K

979

建仓

BND VANGUARD BD INDEX FDS

+$251.3K

3,416

增持

TGT TARGET CORP

+$249.7K

4,219 +33%

增持

DSI ISHARES TR

+$246.5K

11,667 +16%

建仓

BOH BANK HAWAII CORP

+$243.1K

3,355

建仓

SPYM SPDR SER TR

+$242.7K

4,341

减持

IJR ISHARES TR

+$241.2K

23,889 -4%

建仓

BMO BANK MONTREAL QUE

+$239.8K

2,424

增持

HDB HDFC BANK LTD

+$239.6K

14,899 +16%

清仓

IYH ISHARES TR

-$239.0K

0 -100%

增持

SHOP SHOPIFY INC

+$238.0K

6,832 +27%

清仓

— HESS CORP

-$237.0K

0 -100%

清仓

ALGN ALIGN TECHNOLOGY INC

-$235.4K

0 -100%

建仓

MAA MID-AMER APT CMNTYS INC

+$235.0K

1,748

建仓

AWI ARMSTRONG WORLD INDS INC NEW

+$234.8K

2,388

清仓

HCA HCA HEALTHCARE INC

-$234.2K

0 -100%

增持

VBR VANGUARD INDEX FDS

+$233.9K

4,885 +21%

建仓

IDXX IDEXX LABS INC

+$233.7K

421

减持

ZTS ZOETIS INC

+$233.3K

11,743 -2%

建仓

SUI SUN CMNTYS INC

+$230.8K

1,727

减持

ADBE ADOBE INC

+$230.7K

3,279 -3%

增持

FISV FISERV INC

+$229.9K

4,950 +31%

增持

UNP UNION PAC CORP

+$229.7K

4,925 +2%

减持

BMY BRISTOL-MYERS SQUIBB CO

-$229.4K

26,224 -3%

建仓

ZWS ZURN ELKAY WATER SOLNS CORP

+$228.4K

7,765

建仓

SUN SUNOCO LP/SUNOCO FIN CORP

+$227.0K

3,788

清仓

BWA BORGWARNER INC

-$224.9K

0 -100%

建仓

UNF UNIFIRST CORP MASS

+$224.3K

1,227

建仓

ALRM ALARM COM HLDGS INC

+$223.6K

3,460

清仓

ZBH ZIMMER BIOMET HOLDINGS INC

-$221.0K

0 -100%

清仓

CGNX COGNEX CORP

-$220.8K

0 -100%

建仓

HUBS HUBSPOT INC

+$220.0K

379

清仓

GTLS CHART INDS INC

-$219.0K

0 -100%

减持

INTU INTUIT

+$217.4K

1,949 -1%

建仓

FRPT FRESHPET INC

+$216.8K

2,499

建仓

VRTX VERTEX PHARMACEUTICALS INC

+$214.0K

526

减持

SNY SANOFI

-$213.5K

18,940 -12%

建仓

RWL INVESCO EXCH TRADED FD TR II

+$213.3K

2,500

建仓

CBOE CBOE GLOBAL MKTS INC

+$212.5K

1,190

清仓

ESML ISHARES TR

-$212.3K

0 -100%

建仓

IWF ISHARES TR

+$211.4K

697

建仓

SAIA SAIA INC

+$211.2K

482

建仓

TDG TRANSDIGM GROUP INC

+$211.1K

209

增持

ABT ABBOTT LABS

+$210.1K

12,939 +3%

清仓

HUM HUMANA INC

-$209.0K

0 -100%