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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

24Q3 调仓2024-06-30 → 2024-09-30 · 共 150 项建仓 24增持 70减持 37清仓 19

方向

标的

Δ市值

现股数(环比)

增持

EFV ISHARES TR

+$9.4M

288,088 +113%

减持

AAPL APPLE INC

+$7.2M

360,218 -1%

增持

IUSB ISHARES TR

+$5.1M

554,213 +19%

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

MUB ISHARES TR

+$4.2M

53,441 +262%

增持

IEF ISHARES TR

+$3.6M

39,069 +1462%

清仓

HEFA ISHARES TR

-$3.0M

0 -100%

增持

EMXC ISHARES INC

+$2.4M

141,231 +35%

减持

IEMG ISHARES INC

-$2.0M

75,234 -36%

增持

VNQ VANGUARD INDEX FDS

+$1.7M

121,719 +0%

增持

BINC BLACKROCK ETF TRUST II

+$1.4M

63,935 +64%

减持

IVW ISHARES TR

-$1.4M

236,681 -9%

增持

IEV ISHARES TR

+$1.3M

54,096 +59%

减持

IVE ISHARES TR

+$1.3M

87,720 -0%

减持

EFG ISHARES TR

-$1.3M

102,604 -15%

减持

IVV ISHARES TR

-$1.2M

97,414 -7%

清仓

DVY ISHARES TR

-$1.1M

0 -100%

清仓

IWD ISHARES TR

-$1.1M

0 -100%

增持

DYNF BLACKROCK ETF TRUST

+$1.0M

360,379 +1%

增持

QUAL ISHARES TR

+$1.0M

95,826 +1%

建仓

TLTW ISHARES TR

+$994.6K

36,838

增持

DEO DIAGEO PLC

+$962.5K

8,436 +380%

清仓

EFA ISHARES TR

-$944.6K

0 -100%

增持

PLD PROLOGIS INC.

+$830.9K

17,152 +44%

减持

TLT ISHARES TR

-$791.2K

33,800 -24%

增持

JNJ JOHNSON & JOHNSON

+$782.0K

14,709 +34%

减持

META META PLATFORMS INC

+$764.6K

11,516 -0%

减持

IYW ISHARES TR

-$747.5K

50,631 -10%

减持

CAG CONAGRA BRANDS INC

-$738.5K

14,589 -66%

减持

— LAM RESEARCH CORP

-$719.9K

1,438 -19%

建仓

ARE ALEXANDRIA REAL ESTATE EQ IN

+$680.8K

5,733

清仓

KMB KIMBERLY-CLARK CORP

-$654.4K

0 -100%

增持

ORCL ORACLE CORP

+$640.5K

14,174 +13%

增持

WEC WEC ENERGY GROUP INC

+$625.7K

13,980 +53%

增持

MCD MCDONALDS CORP

+$611.0K

6,702 +19%

增持

IJR ISHARES TR

+$607.0K

26,280 +14%

增持

PAYX PAYCHEX INC

+$593.5K

7,501 +115%

增持

NGG NATIONAL GRID PLC

+$588.2K

22,603 +30%

增持

JAAA JANUS DETROIT STR TR

+$583.2K

37,077 +45%

增持

ABBV ABBVIE INC

+$581.5K

21,893 +0%

增持

MS MORGAN STANLEY

+$546.1K

8,687 +135%

减持

IAU ISHARES GOLD TR

+$542.1K

94,298 -0%

增持

PEP PEPSICO INC

+$530.7K

21,450 +14%

增持

BMY BRISTOL-MYERS SQUIBB CO

+$518.3K

45,739 +3%

增持

SBUX STARBUCKS CORP

+$516.0K

16,313 +18%

减持

TSLA TESLA INC

+$510.0K

8,229 -1%

减持

AMZN AMAZON COM INC

-$498.2K

64,268 -0%

清仓

IWO ISHARES TR

-$491.1K

0 -100%

减持

IWM ISHARES TR

-$490.4K

1,269 -67%

建仓

EA ELECTRONIC ARTS INC

+$482.5K

3,364

减持

AIG AMERICAN INTL GROUP INC

-$480.2K

4,226 -60%

减持

NEE NEXTERA ENERGY INC

+$462.3K

39,661 -3%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$456.7K

7,618 +2%

增持

OEF ISHARES TR

+$455.7K

16,423 +6%

增持

MSFT MICROSOFT CORP

-$448.9K

41,787 +1%

减持

TJX TJX COS INC NEW

-$436.6K

8,595 -35%

减持

ICLN ISHARES TR

-$426.5K

11,728 -74%

减持

WMB WILLIAMS COS INC

-$423.6K

32,357 -28%

增持

MBB ISHARES TR

+$421.8K

57,116 +4%

增持

LMT LOCKHEED MARTIN CORP

+$421.7K

3,090 +4%

增持

— ASML HOLDING N V

-$420.3K

2,261 +0%

增持

AVGO BROADCOM INC

+$418.1K

30,809 +910%

减持

CVX CHEVRON CORP NEW

-$416.5K

20,336 -7%

建仓

J JACOBS SOLUTIONS INC

+$408.6K

3,122

增持

AMLP ALPS ETF TR

+$402.3K

241,912 +6%

建仓

SE SEA LTD

+$390.1K

4,138

减持

GOOG ALPHABET INC

-$387.3K

18,592 -2%

增持

VB VANGUARD INDEX FDS

+$382.8K

17,081 +2%

增持

APH AMPHENOL CORP NEW

+$379.5K

11,196 +115%

增持

GILD GILEAD SCIENCES INC

+$377.5K

20,792 +4%

增持

BABA ALIBABA GROUP HLDG LTD

+$376.5K

9,249 +10%

减持

MU MICRON TECHNOLOGY INC

-$375.7K

2,477 -48%

减持

D DOMINION ENERGY INC

-$374.4K

10,482 -48%

增持

VO VANGUARD INDEX FDS

+$347.9K

12,445 +3%

减持

UNH UNITEDHEALTH GROUP INC

+$346.8K

5,426 -2%

增持

SHV ISHARES TR

+$346.0K

28,427 +12%

增持

UPS UNITED PARCEL SERVICE INC

+$341.7K

7,419 +52%

减持

— ARISTA NETWORKS INC

+$339.3K

10,840 -1%

清仓

EL LAUDER ESTEE COS INC

-$338.7K

0 -100%

增持

IVLU ISHARES TR

+$338.6K

62,052 +14%

增持

— ACCENTURE PLC IRELAND

+$332.2K

5,583 +3%

增持

IBM INTERNATIONAL BUSINESS MACHS

+$331.3K

6,149 +3%

减持

LOW LOWES COS INC

+$327.5K

6,987 -2%

清仓

TEAM ATLASSIAN CORPORATION

-$326.7K

0 -100%

增持

T AT&T INC

+$325.3K

101,806 +2%

建仓

OKE ONEOK INC NEW

+$324.0K

3,556

减持

AMGN AMGEN INC

-$321.6K

10,425 -12%

增持

PAUG INNOVATOR ETFS TRUST

+$320.4K

34,114 +28%

减持

PNC PNC FINL SVCS GROUP INC

+$316.7K

11,620 -1%

增持

GOOGL ALPHABET INC

-$316.5K

37,730 +5%

建仓

HEZU ISHARES TR

+$311.9K

8,485

增持

TTD THE TRADE DESK INC

+$310.1K

19,338 +4%

清仓

EEM ISHARES TR

-$308.4K

0 -100%

增持

O REALTY INCOME CORP

+$308.4K

28,286 +1%

减持

DUK DUKE ENERGY CORP NEW

-$307.8K

17,668 -24%

增持

ZTS ZOETIS INC

+$305.6K

12,886 +1%

建仓

MUFG MITSUBISHI UFJ FINL GROUP IN

+$305.0K

29,963

建仓

KKR KKR & CO INC

+$297.9K

2,281

清仓

CMG CHIPOTLE MEXICAN GRILL INC

-$297.6K

0 -100%

增持

VOE VANGUARD INDEX FDS

+$296.5K

12,986 +4%

增持

— EATON CORP PLC

+$295.6K

7,527 +7%

增持

USB US BANCORP DEL

+$292.8K

43,021 +2%

增持

XEL XCEL ENERGY INC

+$288.4K

24,123 +0%

增持

PYPL PAYPAL HLDGS INC

+$283.9K

8,427 +31%

增持

KVUE KENVUE INC

+$279.1K

33,078 +24%

增持

AOA ISHARES TR

+$276.8K

65,933 +0%

清仓

IWN ISHARES TR

-$274.6K

0 -100%

建仓

BBVA BANCO BILBAO VIZCAYA ARGENTA

+$272.1K

25,100

增持

NVO NOVO-NORDISK A S

-$272.0K

11,578 +0%

建仓

XSMO INVESCO EXCHANGE TRADED FD T

+$271.4K

4,100

增持

PJUL INNOVATOR ETFS TRUST

+$271.2K

32,570 +21%

清仓

DE DEERE & CO

-$271.2K

0 -100%

增持

PEY INVESCO EXCHANGE TRADED FD T

+$266.0K

60,462 +12%

减持

SNY SANOFI

+$265.1K

31,357 -1%

增持

TRV TRAVELERS COMPANIES INC

+$263.5K

5,056 +12%

建仓

RGEN REPLIGEN CORP

+$261.6K

1,758

增持

JEPI J P MORGAN EXCHANGE TRADED F

+$260.8K

19,034 +24%

增持

MA MASTERCARD INCORPORATED

+$259.4K

4,558 +1%

增持

SHOP SHOPIFY INC

+$258.5K

8,972 +29%

建仓

BFAM BRIGHT HORIZONS FAM SOL IN D

+$256.3K

1,829

建仓

KNSL KINSALE CAP GROUP INC

+$256.2K

550

增持

PSEP INNOVATOR ETFS TRUST

+$255.2K

25,741 +31%

建仓

PSA PUBLIC STORAGE OPER CO

+$253.3K

696

建仓

OLED UNIVERSAL DISPLAY CORP

+$252.7K

1,204

减持

VZ VERIZON COMMUNICATIONS INC

-$252.7K

69,592 -15%

清仓

RTO RENTOKIL INITIAL PLC

-$251.9K

0 -100%

增持

MDLZ MONDELEZ INTL INC

+$250.9K

20,966 +6%

增持

NKE NIKE INC

+$250.6K

6,219 +57%

减持

SO SOUTHERN CO

-$248.6K

10,704 -32%

建仓

LDOS LEIDOS HOLDINGS INC

+$247.9K

1,521

建仓

GMAB GENMAB A/S

+$244.8K

10,043

清仓

DLB DOLBY LABORATORIES INC

-$244.7K

0 -100%

增持

PPL PPL CORP

+$244.1K

28,079 +13%

建仓

HCA HCA HEALTHCARE INC

+$243.8K

600

清仓

IWS ISHARES TR

-$242.4K

0 -100%

减持

PH PARKER-HANNIFIN CORP

+$242.4K

2,661 -6%

建仓

VTR VENTAS INC

+$242.0K

3,773

建仓

PCTY PAYLOCITY HLDG CORP

+$241.8K

1,466

建仓

HUBB HUBBELL INC

+$240.2K

561

减持

CRM SALESFORCE INC

-$237.7K

7,616 -16%

建仓

ES EVERSOURCE ENERGY

+$234.1K

3,440

减持

TRP TC ENERGY CORP

+$233.7K

25,608 -1%

增持

VOT VANGUARD INDEX FDS

+$232.2K

10,401 +4%

清仓

IXC ISHARES TR

-$231.4K

0 -100%

增持

IJH ISHARES TR

+$229.0K

55,608 +1%

建仓

FFIN FIRST FINL BANKSHARES INC

+$228.0K

6,160

清仓

SPYM SPDR SER TR

-$227.6K

0 -100%

增持

FICO FAIR ISAAC CORP

+$226.9K

466 +2%

清仓

EW EDWARDS LIFESCIENCES CORP

-$226.6K

0 -100%

减持

IEFA ISHARES TR

+$224.6K

56,468 -2%

清仓

IDXX IDEXX LABS INC

-$224.1K

0 -100%