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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 21
增持 34
减持 64
清仓 31
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$6.7M
361,913
+0%
建仓
ANET
ARISTA NETWORKS INC
+$4.7M
42,492
建仓
MTUM
ISHARES TR
+$4.5M
21,873
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
IWD
ISHARES TR
+$4.4M
24,008
减持
VNQ
VANGUARD INDEX FDS
-$4.2M
86,088
-29%
清仓
—
ARISTA NETWORKS INC
-$4.2M
0
-100%
建仓
EFA
ISHARES TR
+$3.6M
47,525
减持
IUSB
ISHARES TR
-$3.3M
504,299
-9%
减持
IEFA
ISHARES TR
-$3.2M
17,864
-68%
建仓
DVY
ISHARES TR
+$3.1M
23,961
减持
MUB
ISHARES TR
-$3.0M
26,753
-50%
增持
AMLP
ALPS ETF TR
+$2.6M
289,693
+20%
减持
EFV
ISHARES TR
-$2.3M
271,161
-6%
增持
IWM
ISHARES TR
+$2.2M
11,244
+786%
增持
EFG
ISHARES TR
+$2.2M
136,303
+33%
增持
IVLU
ISHARES TR
+$1.9M
138,618
+123%
减持
AMZN
AMAZON COM INC
+$1.9M
63,055
-2%
建仓
EEM
ISHARES TR
+$1.7M
39,809
建仓
HDV
ISHARES TR
+$1.6M
14,507
增持
TSLA
TESLA INC
+$1.4M
8,870
+8%
增持
IWF
ISHARES TR
+$1.3M
3,930
+531%
减持
IEMG
ISHARES INC
-$1.3M
58,692
-22%
减持
IEF
ISHARES TR
-$1.2M
28,324
-28%
减持
REET
ISHARES TR
-$1.2M
13,486
-76%
清仓
—
LAM RESEARCH CORP
-$1.2M
0
-100%
减持
AVGO
BROADCOM INC
+$1.1M
27,758
-10%
减持
IEV
ISHARES TR
-$1.1M
39,305
-27%
增持
JAAA
JANUS DETROIT STR TR
+$1.1M
58,517
+58%
清仓
BCE
BCE INC
-$1.1M
0
-100%
减持
PEP
PEPSICO INC
-$1.0M
17,205
-20%
建仓
LRCX
LAM RESEARCH CORP
+$1.0M
14,012
减持
MSFT
MICROSOFT CORP
-$963.9K
40,372
-3%
建仓
IWO
ISHARES TR
+$917.8K
3,189
增持
GOOGL
ALPHABET INC
+$895.7K
37,788
+0%
减持
IVW
ISHARES TR
+$886.8K
231,942
-2%
减持
NEE
NEXTERA ENERGY INC
-$866.8K
34,673
-13%
增持
IAU
ISHARES GOLD TR
+$865.1K
112,134
+19%
减持
—
LYONDELLBASELL INDUSTRIES N
-$834.0K
6,376
-53%
建仓
BMO
BANK MONTREAL QUE
+$776.8K
8,004
减持
PLD
PROLOGIS INC.
-$769.4K
13,213
-23%
减持
TLTW
ISHARES TR
-$744.4K
10,638
-71%
增持
BRT
BRT APARTMENTS CORP
+$705.9K
65,621
+142%
减持
NVDA
NVIDIA CORPORATION
+$702.5K
72,578
-3%
建仓
IYR
ISHARES TR
+$694.1K
7,459
减持
AMGN
AMGEN INC
-$687.7K
10,249
-2%
建仓
BLK
BLACKROCK INC
+$685.9K
669
减持
IVV
ISHARES TR
+$664.6K
96,580
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$631.7K
15,795
+5%
减持
SHV
ISHARES TR
-$625.9K
22,877
-20%
清仓
—
BLACKROCK INC
-$622.5K
0
-100%
减持
BTI
BRITISH AMERN TOB PLC
-$610.9K
6,122
-73%
减持
SCHW
SCHWAB CHARLES CORP
-$606.3K
8,016
-57%
清仓
BAX
BAXTER INTL INC
-$568.2K
0
-100%
增持
POCT
INNOVATOR ETFS TRUST
+$566.4K
72,904
+22%
减持
UNH
UNITEDHEALTH GROUP INC
-$562.9K
5,158
-5%
增持
JPM
JPMORGAN CHASE & CO.
+$559.2K
16,380
+3%
增持
GOOG
ALPHABET INC
+$558.1K
19,253
+4%
减持
ADBE
ADOBE INC
-$542.8K
1,971
-28%
减持
MSI
MOTOROLA SOLUTIONS INC
-$541.9K
2,298
-36%
增持
CRM
SALESFORCE INC
+$528.1K
7,814
+3%
减持
APP
APPLOVIN CORP
+$524.7K
3,033
-13%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$523.1K
2,259
-18%
减持
DELL
DELL TECHNOLOGIES INC
-$521.5K
2,771
-61%
减持
SBUX
STARBUCKS CORP
-$519.0K
11,740
-28%
清仓
GPC
GENUINE PARTS CO
-$510.5K
0
-100%
建仓
—
SMURFIT WESTROCK PLC
+$507.4K
9,421
增持
VTV
VANGUARD INDEX FDS
+$502.7K
10,159
+46%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$496.6K
18,152
+2%
增持
PEY
INVESCO EXCHANGE TRADED FD T
+$494.9K
85,645
+42%
减持
CVS
CVS HEALTH CORP
-$492.4K
6,076
-50%
增持
IWP
ISHARES TR
+$489.3K
6,329
+137%
减持
ZTS
ZOETIS INC
-$477.1K
12,524
-3%
减持
DYNF
BLACKROCK ETF TRUST
+$469.9K
357,031
-1%
减持
MDLZ
MONDELEZ INTL INC
-$461.5K
18,133
-14%
减持
—
ASML HOLDING N V
-$460.9K
2,053
-9%
建仓
IWR
ISHARES TR
+$454.4K
5,140
减持
V
VISA INC
+$449.1K
11,386
-1%
清仓
PKG
PACKAGING CORP AMER
-$447.7K
0
-100%
增持
MBB
ISHARES TR
+$447.2K
64,566
+13%
增持
WMT
WALMART INC
+$447.0K
26,924
+9%
清仓
PUK
PRUDENTIAL PLC
-$445.2K
0
-100%
减持
NFLX
NETFLIX INC
+$439.2K
3,687
-8%
减持
VZ
VERIZON COMMUNICATIONS INC
-$437.0K
67,225
-3%
清仓
HPQ
HP INC
-$433.7K
0
-100%
增持
LLY
ELI LILLY & CO
-$430.6K
7,331
+7%
减持
CM
CANADIAN IMPERIAL BK COMM
-$427.9K
6,931
-51%
减持
PG
PROCTER AND GAMBLE CO
-$426.4K
24,054
-7%
清仓
CCI
CROWN CASTLE INC
-$425.4K
0
-100%
建仓
TCAF
T ROWE PRICE ETF INC
+$424.9K
12,770
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$424.0K
2,632
-54%
减持
UBER
UBER TECHNOLOGIES INC
-$416.9K
12,767
-19%
增持
BX
BLACKSTONE INC
+$412.0K
5,187
+65%
减持
D
DOMINION ENERGY INC
-$405.3K
3,721
-65%
减持
NVO
NOVO-NORDISK A S
-$404.0K
11,329
-2%
清仓
SLB
SCHLUMBERGER LTD
-$402.0K
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$398.4K
3,909
-18%
减持
SNY
SANOFI
-$393.0K
29,320
-6%
减持
LMT
LOCKHEED MARTIN CORP
-$375.4K
2,945
-5%
减持
T
AT&T INC
-$374.2K
81,930
-20%
减持
MRK
MERCK & CO INC
-$374.2K
14,925
-9%
清仓
MPLX
MPLX LP
-$372.3K
0
-100%
增持
BAC
BANK AMERICA CORP
+$369.7K
25,614
+34%
清仓
FMX
FOMENTO ECONOMICO MEXICANO S
-$367.7K
0
-100%
建仓
IWS
ISHARES TR
+$362.5K
2,803
减持
HSY
HERSHEY CO
-$362.2K
1,343
-56%
建仓
—
SPOTIFY TECHNOLOGY S A
+$354.3K
792
减持
NGG
NATIONAL GRID PLC
-$346.9K
20,664
-9%
减持
O
REALTY INCOME CORP
-$342.7K
27,171
-4%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$342.3K
4,196
减持
PM
PHILIP MORRIS INTL INC
-$341.1K
19,938
-12%
增持
ORCL
ORACLE CORP
+$331.4K
16,483
+16%
减持
NKE
NIKE INC
-$326.7K
2,948
-53%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$304.3K
0
-100%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$304.0K
5,295
清仓
NEM
NEWMONT CORP
-$303.8K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$295.5K
24,826
+30%
增持
ABBV
ABBVIE INC
-$294.6K
22,672
+4%
减持
—
ALCON AG
-$293.9K
6,786
-22%
清仓
EME
EMCOR GROUP INC
-$291.7K
0
-100%
增持
PDEC
INNOVATOR ETFS TRUST
+$290.9K
36,985
+25%
减持
—
LINDE PLC
-$287.5K
3,830
-3%
增持
PNOV
INNOVATOR ETFS TRUST
+$287.2K
54,900
+13%
清仓
STM
STMICROELECTRONICS N V
-$283.7K
0
-100%
减持
ELV
ELEVANCE HEALTH INC
-$281.9K
1,138
-16%
增持
BINC
BLACKROCK ETF TRUST II
+$281.7K
71,206
+11%
建仓
IOCT
INNOVATOR ETFS TRUST
+$280.0K
9,555
清仓
MTB
M & T BK CORP
-$273.0K
0
-100%
清仓
COIN
COINBASE GLOBAL INC
-$268.9K
0
-100%
减持
REGN
REGENERON PHARMACEUTICALS
-$264.2K
457
-19%
清仓
RGEN
REPLIGEN CORP
-$261.6K
0
-100%
清仓
HAS
HASBRO INC
-$261.3K
0
-100%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$260.4K
12,131
-9%
清仓
INVH
INVITATION HOMES INC
-$260.2K
0
-100%
清仓
BALL
BALL CORP
-$260.1K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$259.4K
4,872
-13%
清仓
XYL
XYLEM INC
-$257.8K
0
-100%
增持
ETR
ENTERGY CORP NEW
-$257.8K
10,957
+32%
增持
QUAL
ISHARES TR
+$256.5K
97,923
+2%
减持
BABA
ALIBABA GROUP HLDG LTD
-$255.8K
8,559
-7%
清仓
IGEB
ISHARES TR
-$253.6K
0
-100%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$253.2K
892
减持
IXUS
ISHARES TR
-$252.8K
5,182
-37%
清仓
OLED
UNIVERSAL DISPLAY CORP
-$252.7K
0
-100%
清仓
SNPS
SYNOPSYS INC
-$252.2K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$250.1K
18,951
-7%
清仓
DOW
DOW INC
-$249.6K
0
-100%
清仓
EUSB
ISHARES TR
-$249.1K
0
-100%
清仓
RWL
INVESCO EXCH TRADED FD TR II
-$245.2K
0
-100%
清仓
GMAB
GENMAB A/S
-$244.8K
0
-100%
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$244.6K
46,896
+57%
