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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 31
增持 50
减持 46
清仓 23
方向
标的
Δ市值
现股数(环比)
建仓
DYNF
BLACKROCK ETF TRUST
+$13.9M
312,547
减持
AAPL
APPLE INC
-$9.3M
380,000
-2%
增持
IVE
ISHARES TR
+$8.4M
86,632
+94%
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
IVW
ISHARES TR
+$7.1M
179,888
+68%
增持
IUSB
ISHARES TR
+$6.1M
460,211
+42%
减持
IVV
ISHARES TR
-$5.9M
115,575
-17%
减持
ESGU
ISHARES TR
-$5.9M
26,600
-69%
减持
SHV
ISHARES TR
-$5.0M
15,588
-74%
建仓
HEFA
ISHARES TR
+$4.0M
113,542
清仓
TFLO
ISHARES TR
-$3.9M
0
-100%
减持
OEF
ISHARES TR
-$3.8M
15,863
-54%
建仓
IEF
ISHARES TR
+$3.6M
37,744
增持
TIP
ISHARES TR
+$3.5M
35,666
+1226%
增持
VNQ
VANGUARD INDEX FDS
+$3.4M
116,853
+53%
减持
EFV
ISHARES TR
-$3.3M
190,479
-27%
增持
NVDA
NVIDIA CORPORATION
+$3.1M
7,603
+1%
增持
EMXC
ISHARES INC
+$2.6M
93,362
+88%
减持
IEMG
ISHARES INC
-$2.5M
59,421
-46%
减持
LQD
ISHARES TR
-$2.2M
18,131
-52%
增持
AMLP
ALPS ETF TR
+$2.1M
212,662
+13%
建仓
BINC
BLACKROCK ETF TRUST II
+$1.9M
37,059
减持
USMV
ISHARES TR
-$1.8M
3,406
-88%
减持
MSFT
MICROSOFT CORP
+$1.8M
43,758
-1%
减持
AMZN
AMAZON COM INC
+$1.6M
69,558
-3%
增持
LLY
ELI LILLY & CO
+$1.5M
7,309
+1%
减持
META
META PLATFORMS INC
+$1.3M
12,642
-7%
减持
TSLA
TESLA INC
-$1.2M
13,885
-6%
增持
IYW
ISHARES TR
+$1.2M
55,185
+8%
减持
QUAL
ISHARES TR
+$1.0M
91,428
-4%
增持
REET
ISHARES TR
+$1.0M
55,884
+319%
增持
—
EXXON MOBIL CORP
+$947.8K
24,274
+30%
增持
IXC
ISHARES TR
+$879.8K
44,746
+68%
增持
DIS
DISNEY WALT CO
+$833.8K
20,896
+9%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$798.4K
12,896
+40%
增持
EFG
ISHARES TR
+$788.2K
72,637
+4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$775.6K
39,113
+49%
增持
JPM
JPMORGAN CHASE & CO
+$694.9K
16,165
+8%
增持
PJAN
INNOVATOR ETFS TRUST
+$647.1K
66,998
+26%
增持
PH
PARKER-HANNIFIN CORP
+$630.0K
2,088
+81%
减持
—
ARISTA NETWORKS INC
+$580.4K
11,096
-1%
增持
TRV
TRAVELERS COMPANIES INC
+$570.6K
4,732
+74%
减持
—
MEDTRONIC PLC
-$565.4K
5,032
-59%
减持
AVGO
BROADCOM INC
+$562.8K
3,365
-4%
增持
TGT
TARGET CORP
+$553.8K
6,516
+54%
减持
EMGF
ISHARES INC
-$552.6K
8,661
-60%
增持
PG
PROCTER AND GAMBLE CO
+$540.8K
29,276
+2%
减持
ADBE
ADOBE INC
-$533.3K
2,820
-14%
建仓
GPC
GENUINE PARTS CO
+$515.6K
3,328
增持
IWM
ISHARES TR
+$508.5K
3,960
+145%
减持
—
ASML HOLDING N V
+$507.1K
2,433
-1%
清仓
UAUG
INNOVATOR ETFS TR
-$489.5K
0
-100%
增持
EFA
ISHARES TR
+$486.3K
17,678
+44%
减持
NFLX
NETFLIX INC
+$478.8K
4,573
-3%
建仓
HDV
ISHARES TR
+$456.5K
4,142
减持
SUSL
ISHARES TR
-$441.8K
7,599
-44%
减持
SPY
SPDR S&P 500 ETF TR
+$432.5K
15,903
-4%
减持
EJAN
INNOVATOR ETFS TRUST
-$427.5K
9,465
-61%
建仓
COO
COOPER COS INC
+$421.2K
4,151
减持
CMCSA
COMCAST CORP NEW
-$419.8K
35,335
-21%
减持
IWB
ISHARES TR
-$417.3K
1,709
-51%
建仓
SNOW
SNOWFLAKE INC
+$411.4K
2,546
清仓
SU
SUNCOR ENERGY INC NEW
-$411.0K
0
-100%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$409.4K
0
-100%
减持
COP
CONOCOPHILLIPS
-$402.3K
6,891
-37%
清仓
—
SPLUNK INC
-$396.9K
0
-100%
增持
MBB
ISHARES TR
+$396.9K
50,854
+11%
增持
MRK
MERCK & CO INC
+$387.9K
16,382
+1%
减持
CRM
SALESFORCE INC
+$377.8K
11,357
-2%
清仓
IYE
ISHARES TR
-$376.7K
0
-100%
增持
AMGN
AMGEN INC
+$371.1K
10,052
+16%
减持
HDB
HDFC BANK LTD
-$368.6K
11,279
-24%
清仓
—
COOPER COS INC
-$362.9K
0
-100%
增持
IWD
ISHARES TR
+$362.7K
4,900
+57%
增持
PFE
PFIZER INC
+$361.3K
52,238
+38%
增持
CVX
CHEVRON CORP NEW
+$357.2K
17,550
+9%
建仓
EEM
ISHARES TR
+$351.1K
8,546
减持
CCI
CROWN CASTLE INC
-$347.9K
6,380
-28%
减持
—
LAM RESEARCH CORP
+$341.7K
1,836
-0%
增持
IJAN
INNOVATOR ETFS TRUST
+$325.2K
22,196
+83%
清仓
STM
STMICROELECTRONICS N V
-$324.4K
0
-100%
增持
MUB
ISHARES TR
+$322.5K
8,588
+55%
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$315.0K
3,057
增持
ORCL
ORACLE CORP
+$312.1K
13,136
+4%
建仓
IWO
ISHARES TR
+$311.9K
1,152
减持
EOG
EOG RES INC
-$302.5K
2,784
-49%
清仓
KKR
KKR & CO INC
-$301.4K
0
-100%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$300.3K
6,527
清仓
—
JOHNSON CTLS INTL PLC
-$295.8K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$293.8K
5,322
+36%
增持
EMB
ISHARES TR
+$293.4K
7,001
+86%
减持
VZ
VERIZON COMMUNICATIONS INC
+$292.8K
83,631
-2%
建仓
GD
GENERAL DYNAMICS CORP
+$290.1K
1,027
清仓
—
APTIV PLC
-$289.9K
0
-100%
建仓
RGA
REINSURANCE GRP OF AMERICA I
+$286.7K
1,486
增持
ZTS
ZOETIS INC
-$285.6K
12,009
+2%
增持
DELL
DELL TECHNOLOGIES INC
+$285.0K
5,615
+21%
减持
XEL
XCEL ENERGY INC
-$284.5K
10,032
-25%
增持
KJAN
INNOVATOR ETFS TRUST
+$282.8K
26,662
+39%
建仓
KNSL
KINSALE CAP GROUP INC
+$279.2K
532
减持
IAU
ISHARES GOLD TR
+$277.5K
94,586
-0%
增持
—
FERRARI N V
+$271.0K
1,274
+52%
增持
WMT
WALMART INC
+$269.8K
29,843
+208%
建仓
BP
BP PLC
+$268.2K
7,117
清仓
GMAB
GENMAB A/S
-$267.5K
0
-100%
清仓
CTAS
CINTAS CORP
-$267.2K
0
-100%
清仓
WK
WORKIVA INC
-$266.0K
0
-100%
减持
PAUG
INNOVATOR ETFS TRUST
-$265.7K
26,600
-26%
减持
AOA
ISHARES TR
+$264.0K
66,341
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$262.9K
7,647
-8%
减持
TTD
THE TRADE DESK INC
+$262.4K
18,429
-2%
减持
ULTA
ULTA BEAUTY INC
-$256.1K
853
-40%
增持
—
BLACKROCK INC
+$256.1K
721
+70%
清仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$256.0K
0
-100%
增持
IWF
ISHARES TR
+$252.6K
1,377
+98%
增持
PMAR
INNOVATOR ETFS TRUST
+$252.2K
89,860
+5%
增持
HD
HOME DEPOT INC
+$250.9K
6,358
+1%
减持
—
EATON CORP PLC
+$249.8K
7,826
-14%
建仓
PGR
PROGRESSIVE CORP
+$248.4K
1,201
建仓
AOS
SMITH A O CORP
+$245.3K
2,742
清仓
BMO
BANK MONTREAL QUE
-$239.8K
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
+$239.7K
17,032
-2%
清仓
BL
BLACKLINE INC
-$236.4K
0
-100%
增持
QCOM
QUALCOMM INC
+$235.9K
5,936
+12%
建仓
ARGX
ARGENX SE
+$235.8K
599
增持
SNY
SANOFI
+$235.0K
24,215
+28%
建仓
MMM
3M CO
+$233.3K
2,199
建仓
MTB
M & T BK CORP
+$232.8K
1,600
建仓
DDOG
DATADOG INC
+$231.5K
1,873
清仓
SUI
SUN CMNTYS INC
-$230.8K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$229.8K
1,543
建仓
SQ
BLOCK INC
+$229.4K
2,712
减持
NVO
NOVO-NORDISK A S
+$228.8K
11,318
-4%
清仓
EXAS
EXACT SCIENCES CORP
-$228.0K
0
-100%
清仓
SUN
SUNOCO LP/SUNOCO FIN CORP
-$227.0K
0
-100%
增持
WMB
WILLIAMS COS INC
+$225.6K
51,848
+1%
建仓
PHM
PULTE GROUP INC
+$224.2K
1,859
增持
SBUX
STARBUCKS CORP
+$223.5K
17,996
+22%
建仓
ENTG
ENTEGRIS INC
+$223.0K
1,586
减持
CRWD
CROWDSTRIKE HLDGS INC
-$222.1K
837
-56%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$221.9K
2,322
建仓
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$221.5K
1,954
减持
IEFA
ISHARES TR
+$220.6K
59,008
-0%
建仓
KAI
KADANT INC
+$220.0K
671
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$219.6K
13,077
+11%
建仓
XYL
XYLEM INC
+$217.9K
1,686
清仓
MSCI
MSCI INC
-$217.6K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$216.6K
5,475
-1%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$214.0K
0
-100%
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC
-$210.7K
0
-100%
建仓
TM
TOYOTA MOTOR CORP
+$209.9K
834
