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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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 150 项建仓 30增持 33减持 55清仓 32

方向

标的

Δ市值

现股数(环比)

减持

AAPL APPLE INC

+$11.6M

364,512 -4%

增持

IVW ISHARES TR

+$8.9M

259,863 +44%

增持

EFG ISHARES TR

+$4.8M

120,221 +66%

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

IVV ISHARES TR

-$3.3M

104,913 -9%

减持

IEF ISHARES TR

-$3.3M

2,501 -93%

增持

IEMG ISHARES INC

+$3.3M

118,307 +99%

减持

EFV ISHARES TR

-$3.2M

135,182 -29%

增持

DYNF BLACKROCK ETF TRUST

+$2.9M

357,649 +14%

增持

NVDA NVIDIA CORPORATION

+$2.3M

74,591 +881%

减持

IXC ISHARES TR

-$1.7M

5,575 -88%

建仓

JAAA JANUS DETROIT STR TR

+$1.3M

25,614

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$1.2M

16,976 +32%

增持

QUAL ISHARES TR

+$1.1M

94,552 +3%

减持

LQD ISHARES TR

-$1.1M

8,130 -55%

减持

CRM SALESFORCE INC

-$1.1M

9,032 -20%

增持

SHV ISHARES TR

+$1.1M

25,329 +62%

减持

ESGU ISHARES TR

-$1.0M

17,086 -36%

增持

IYW ISHARES TR

+$971.0K

55,975 +1%

减持

UPS UNITED PARCEL SERVICE INC

-$955.3K

4,895 -55%

减持

GOOGL ALPHABET INC

+$938.4K

36,091 -3%

减持

HEFA ISHARES TR

-$937.2K

85,028 -25%

增持

AMLP ALPS ETF TR

+$906.0K

229,241 +8%

增持

AMGN AMGEN INC

+$822.7K

11,780 +17%

增持

EMXC ISHARES INC

+$822.7K

104,688 +12%

减持

TSLA TESLA INC

-$797.8K

8,303 -40%

增持

XEL XCEL ENERGY INC

+$747.6K

24,094 +140%

增持

NEE NEXTERA ENERGY INC

+$719.3K

40,817 +20%

清仓

INTC INTEL CORP

-$691.8K

0 -100%

减持

TLT ISHARES TR

-$669.4K

44,748 -11%

减持

IVLU ISHARES TR

-$656.2K

54,439 -29%

增持

MUB ISHARES TR

+$650.6K

14,779 +72%

增持

CVX CHEVRON CORP NEW

+$643.1K

21,809 +24%

增持

GOOG ALPHABET INC

+$640.3K

19,058 +2%

减持

— ARISTA NETWORKS INC

+$603.7K

10,903 -2%

减持

NGG NATIONAL GRID PLC

-$595.5K

17,369 -25%

清仓

DG DOLLAR GEN CORP NEW

-$588.2K

0 -100%

减持

SBUX STARBUCKS CORP

-$570.3K

13,800 -23%

减持

USB US BANCORP DEL

-$521.0K

42,182 -14%

减持

NKE NIKE INC

-$518.6K

3,970 -54%

减持

DIS DISNEY WALT CO

-$510.7K

20,608 -1%

清仓

HUBB HUBBELL INC

-$483.6K

0 -100%

增持

HDB HDFC BANK LTD

+$480.4K

17,281 +53%

减持

EFA ISHARES TR

-$467.1K

12,060 -32%

清仓

HDV ISHARES TR

-$456.5K

0 -100%

减持

CVS CVS HEALTH CORP

-$449.8K

12,940 -15%

增持

DVY ISHARES TR

+$442.7K

9,457 +66%

减持

AVGO BROADCOM INC

+$436.7K

3,050 -9%

减持

LMT LOCKHEED MARTIN CORP

-$430.2K

2,964 -26%

减持

PSX PHILLIPS 66

-$415.4K

3,447 -38%

建仓

SNX TD SYNNEX CORPORATION

+$413.0K

3,579

减持

LLY ELI LILLY & CO

+$412.2K

6,736 -8%

清仓

FIVE FIVE BELOW INC

-$385.6K

0 -100%

减持

DEO DIAGEO PLC

-$385.1K

1,756 -57%

减持

PG PROCTER AND GAMBLE CO

-$375.5K

26,526 -9%

清仓

ANSS ANSYS INC

-$372.2K

0 -100%

减持

KMB KIMBERLY-CLARK CORP

-$371.8K

4,735 -40%

增持

SNY SANOFI

+$365.2K

31,781 +31%

减持

PAYX PAYCHEX INC

-$365.2K

3,484 -45%

清仓

ADSK AUTODESK INC

-$364.8K

0 -100%

建仓

EME EMCOR GROUP INC

+$356.7K

977

减持

V VISA INC

-$354.6K

11,254 -5%

增持

MBB ISHARES TR

+$350.6K

55,010 +8%

增持

O REALTY INCOME CORP

+$348.3K

28,124 +34%

建仓

NTAP NETAPP INC

+$343.9K

2,670

建仓

CHH CHOICE HOTELS INTL INC

+$337.1K

2,833

减持

CCI CROWN CASTLE INC

-$334.5K

3,487 -45%

增持

GILD GILEAD SCIENCES INC

+$326.4K

19,905 +40%

清仓

ROP ROPER TECHNOLOGIES INC

-$323.8K

0 -100%

减持

HD HOME DEPOT INC

-$320.6K

6,154 -3%

建仓

— ICON PLC

+$311.3K

993

减持

META META PLATFORMS INC

-$311.1K

11,558 -9%

增持

TLH ISHARES TR

+$307.6K

7,045 +78%

减持

— TOTALENERGIES SE

-$304.9K

21,383 -15%

增持

HSY HERSHEY CO

+$302.3K

2,747 +164%

建仓

GWRE GUIDEWIRE SOFTWARE INC

+$299.4K

2,171

减持

UNP UNION PAC CORP

-$294.8K

4,376 -16%

增持

PM PHILIP MORRIS INTL INC

+$292.8K

28,066 +1%

减持

GWW GRAINGER W W INC

-$289.3K

918 -16%

清仓

USMV ISHARES TR

-$284.6K

0 -100%

建仓

APP APPLOVIN CORP

+$281.7K

3,385

建仓

MSCI MSCI INC

+$279.2K

580

清仓

KNSL KINSALE CAP GROUP INC

-$279.2K

0 -100%

增持

PH PARKER-HANNIFIN CORP

+$278.5K

2,844 +36%

减持

LOW LOWES COS INC

-$276.7K

7,099 -2%

清仓

EVTC EVERTEC INC

-$275.0K

0 -100%

建仓

IWN ISHARES TR

+$274.6K

1,803

增持

BMY BRISTOL-MYERS SQUIBB CO

-$272.9K

44,503 +14%

清仓

XOP SPDR SER TR

-$272.7K

0 -100%

清仓

PPG PPG INDS INC

-$271.8K

0 -100%

建仓

STM STMICROELECTRONICS N V

+$268.9K

6,846

减持

JNJ JOHNSON & JOHNSON

-$266.7K

10,959 -7%

清仓

NBIX NEUROCRINE BIOSCIENCES INC

-$264.4K

0 -100%

减持

ABNB AIRBNB INC

-$261.9K

2,284 -38%

清仓

ARE ALEXANDRIA REAL ESTATE EQ IN

-$259.3K

0 -100%

清仓

— LABORATORY CORP AMER HLDGS

-$257.2K

0 -100%

清仓

ALRM ALARM COM HLDGS INC

-$255.5K

0 -100%

减持

LULU LULULEMON ATHLETICA INC

-$252.9K

986 -30%

减持

PEP PEPSICO INC

-$251.3K

18,898 -2%

建仓

IGEB ISHARES TR

+$248.2K

5,596

减持

— EATON CORP PLC

-$248.0K

7,013 -10%

建仓

PLTR PALANTIR TECHNOLOGIES INC

+$247.1K

9,755

建仓

GKOS GLAUKOS CORP

+$246.3K

2,081

清仓

RGEN REPLIGEN CORP

-$246.1K

0 -100%

增持

— ASTRAZENECA PLC

+$244.7K

17,440 +6%

建仓

HPQ HP INC

+$243.7K

6,958

减持

ABBV ABBVIE INC

-$243.2K

21,817 -0%

建仓

IWS ISHARES TR

+$242.4K

2,007

建仓

— JOHNSON CTLS INTL PLC

+$240.9K

3,625

清仓

PCTY PAYLOCITY HLDG CORP

-$239.6K

0 -100%

建仓

WAB WABTEC

+$239.3K

1,514

减持

NOC NORTHROP GRUMMAN CORP

-$239.2K

1,759 -16%

建仓

LH LABCORP HOLDINGS INC

+$236.6K

1,163

减持

TGT TARGET CORP

-$234.7K

6,214 -5%

减持

FISV FISERV INC

-$233.1K

2,709 -32%

清仓

KHC KRAFT HEINZ CO

-$232.9K

0 -100%

减持

— EXXON MOBIL CORP

-$232.1K

22,494 -7%

清仓

MDB MONGODB INC

-$232.0K

0 -100%

建仓

COIN COINBASE GLOBAL INC

+$230.0K

1,035

清仓

COF CAPITAL ONE FINL CORP

-$229.8K

0 -100%

清仓

SQ BLOCK INC

-$229.4K

0 -100%

减持

MRK MERCK & CO INC

-$225.3K

15,640 -5%

减持

APD AIR PRODS & CHEMS INC

-$224.6K

2,766 -29%

清仓

PHM PULTE GROUP INC

-$224.2K

0 -100%

清仓

ENTG ENTEGRIS INC

-$223.0K

0 -100%

增持

PMAY INNOVATOR ETFS TRUST

+$222.0K

57,017 +7%

清仓

BFAM BRIGHT HORIZONS FAM SOL IN D

-$221.5K

0 -100%

减持

CMCSA COMCAST CORP NEW

-$219.9K

33,500 -5%

增持

CMG CHIPOTLE MEXICAN GRILL INC

-$219.8K

4,750 +2569%

减持

PAPR INNOVATOR ETFS TRUST

-$218.8K

19,309 -27%

建仓

PODD INSULET CORP

+$218.5K

1,083

减持

KVUE KENVUE INC

-$218.4K

26,732 -19%

减持

GPC GENUINE PARTS CO

-$218.3K

2,150 -35%

减持

MA MASTERCARD INCORPORATED

-$217.8K

4,513 -2%

增持

BJ BJS WHSL CLUB HLDGS INC

+$217.2K

5,051 +69%

建仓

WELL WELLTOWER INC

+$216.8K

2,080

建仓

HEI/A HEICO CORP NEW

+$216.7K

1,221

建仓

JBTM JOHN BEAN TECHNOLOGIES CORP

+$215.4K

2,268

建仓

CAKE CHEESECAKE FACTORY INC

+$213.4K

5,431

建仓

DSGX DESCARTES SYS GROUP INC

+$213.3K

2,203

增持

IWD ISHARES TR

+$212.5K

6,249 +28%

清仓

BMI BADGER METER INC

-$212.2K

0 -100%

清仓

ES EVERSOURCE ENERGY

-$212.1K

0 -100%

建仓

EMR EMERSON ELEC CO

+$211.6K

1,921

建仓

CGNX COGNEX CORP

+$211.5K

4,523

建仓

VEU VANGUARD INTL EQUITY INDEX F

+$210.2K

3,585

清仓

TM TOYOTA MOTOR CORP

-$209.9K

0 -100%

建仓

PINS PINTEREST INC

+$209.8K

4,760

清仓

AMX AMERICA MOVIL SAB DE CV

-$209.5K

0 -100%

清仓

BOH BANK HAWAII CORP

-$208.1K

0 -100%

清仓

JBL JABIL INC

-$207.3K

0 -100%