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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

25Q1 调仓2024-12-31 → 2025-03-31 · 共 150 项建仓 30增持 62减持 40清仓 18

方向

标的

Δ市值

现股数(环比)

减持

AAPL APPLE INC

-$12.7M

350,823 -3%

减持

IVV ISHARES TR

-$7.0M

88,678 -8%

增持

SHV ISHARES TR

+$6.4M

80,853 +253%

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

EFG ISHARES TR

-$6.4M

68,407 -50%

增持

MINT PIMCO ETF TR

+$6.2M

64,842 +2174%

减持

IVW ISHARES TR

-$5.6M

193,221 -17%

增持

OEF ISHARES TR

+$4.7M

34,837 +114%

清仓

IWD ISHARES TR

-$4.4M

0 -100%

增持

TLH ISHARES TR

+$4.3M

48,316 +610%

清仓

EFA ISHARES TR

-$3.6M

0 -100%

增持

IEMG ISHARES INC

+$3.6M

122,645 +109%

减持

EMXC ISHARES INC

-$3.2M

93,436 -38%

清仓

DVY ISHARES TR

-$3.1M

0 -100%

增持

IEFA ISHARES TR

+$3.0M

56,094 +214%

建仓

HEFA ISHARES TR

+$2.9M

81,017

增持

IAU ISHARES GOLD TR

+$2.9M

142,878 +27%

减持

NVDA NVIDIA CORPORATION

-$2.6M

65,598 -10%

减持

VXF VANGUARD INDEX FDS

-$2.6M

3,064 -81%

减持

TLT ISHARES TR

-$2.3M

10,912 -71%

减持

AMZN AMAZON COM INC

-$2.3M

60,778 -4%

减持

AVGO BROADCOM INC

-$2.2M

25,152 -9%

减持

IWM ISHARES TR

-$2.2M

1,323 -88%

建仓

ILCV ISHARES TR

+$2.2M

26,413

增持

COST COSTCO WHSL CORP NEW

+$2.0M

3,417 +164%

减持

IVLU ISHARES TR

-$1.9M

61,625 -56%

清仓

IFRA ISHARES TR

-$1.8M

0 -100%

清仓

HDV ISHARES TR

-$1.6M

0 -100%

增持

QUAL ISHARES TR

+$1.6M

111,370 +14%

减持

ANET ARISTA NETWORKS INC

-$1.4M

42,205 -1%

建仓

VTI VANGUARD INDEX FDS

+$1.4M

5,065

增持

JNJ JOHNSON & JOHNSON

+$1.4M

23,009 +37%

减持

IWF ISHARES TR

-$1.3M

637 -84%

减持

GOOGL ALPHABET INC

-$1.3M

37,778 -0%

减持

IVE ISHARES TR

-$1.2M

83,082 -7%

减持

ESGU ISHARES TR

-$1.2M

8,625 -50%

增持

TTD THE TRADE DESK INC

-$1.2M

20,238 +4%

建仓

THRO BLACKROCK ETF TRUST

+$1.1M

35,832

增持

— EXXON MOBIL CORP

+$1.1M

32,480 +27%

减持

SPY SPDR S&P 500 ETF TR

-$1.1M

14,567 -8%

增持

IWB ISHARES TR

+$1.1M

4,968 +278%

增持

TSLA TESLA INC

-$1.1M

9,592 +8%

增持

MSFT MICROSOFT CORP

-$1.1M

42,436 +5%

增持

VTEB VANGUARD MUN BD FDS

+$1.1M

93,927 +32%

减持

MBB ISHARES TR

-$1.1M

51,658 -20%

减持

PH PARKER-HANNIFIN CORP

-$1.0M

1,089 -59%

增持

ABBV ABBVIE INC

+$985.9K

23,935 +6%

增持

CVX CHEVRON CORP NEW

+$964.6K

22,174 +17%

建仓

SNPS SYNOPSYS INC

+$959.6K

2,238

减持

MTUM ISHARES TR

-$944.5K

17,719 -19%

增持

IEF ISHARES TR

+$936.7K

37,278 +32%

清仓

IWO ISHARES TR

-$917.8K

0 -100%

增持

PM PHILIP MORRIS INTL INC

+$838.2K

20,398 +2%

增持

AMGN AMGEN INC

+$832.9K

11,248 +10%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$770.4K

7,716 +5%

建仓

HIMU BLACKROCK ETF TRUST II

+$763.4K

15,413

减持

EFV ISHARES TR

+$740.4K

253,957 -6%

减持

GOOG ALPHABET INC

-$733.6K

18,773 -2%

增持

GS GOLDMAN SACHS GROUP INC

+$725.7K

2,781 +101%

增持

IYW ISHARES TR

-$720.2K

50,468 +3%

增持

PEP PEPSICO INC

+$716.1K

22,224 +29%

建仓

PUK PRUDENTIAL PLC

+$715.7K

33,288

增持

PLD PROLOGIS INC.

+$699.7K

18,752 +42%

减持

MUB ISHARES TR

-$696.5K

20,429 -24%

清仓

IYR ISHARES TR

-$694.1K

0 -100%

建仓

VV VANGUARD INDEX FDS

+$657.3K

2,557

建仓

IBIT ISHARES BITCOIN TRUST ETF

+$650.6K

13,898

增持

IUSB ISHARES TR

+$641.4K

508,587 +1%

增持

JAAA JANUS DETROIT STR TR

+$639.1K

71,120 +22%

建仓

SPG SIMON PPTY GROUP INC NEW

+$626.9K

3,775

减持

USB US BANCORP DEL

-$613.5K

29,840 -24%

建仓

BAX BAXTER INTL INC

+$593.7K

17,345

增持

V VISA INC

+$586.7K

11,941 +5%

增持

LLY ELI LILLY & CO

+$582.3K

7,558 +3%

清仓

— ALCON AG

-$576.1K

0 -100%

减持

HON HONEYWELL INTL INC

-$571.0K

4,917 -31%

增持

BABA ALIBABA GROUP HLDG LTD

+$535.5K

9,538 +11%

增持

PFEB INNOVATOR ETFS TRUST

+$525.3K

49,945 +45%

建仓

GPC GENUINE PARTS CO

+$523.4K

4,393

建仓

CSX CSX CORP

+$513.0K

17,432

建仓

ARES ARES MANAGEMENT CORPORATION

+$492.7K

3,361

减持

DEO DIAGEO PLC

-$492.0K

4,342 -42%

减持

VTV VANGUARD INDEX FDS

-$483.3K

7,159 -30%

建仓

USMV ISHARES TR

+$479.7K

5,122

建仓

— CHECK POINT SOFTWARE TECH LT

+$468.1K

2,054

增持

— LYONDELLBASELL INDUSTRIES N

+$463.6K

13,312 +109%

减持

IWP ISHARES TR

-$462.4K

2,892 -54%

增持

ARE ALEXANDRIA REAL ESTATE EQ IN

+$461.8K

7,767 +195%

增持

NGG NATIONAL GRID PLC

+$461.7K

25,752 +25%

增持

SCHW SCHWAB CHARLES CORP

+$458.9K

13,441 +68%

增持

HSY HERSHEY CO

+$456.9K

4,001 +198%

清仓

IWR ISHARES TR

-$454.4K

0 -100%

建仓

ITOT ISHARES TR

+$438.7K

3,596

建仓

FE FIRSTENERGY CORP

+$436.9K

10,809

增持

MDLZ MONDELEZ INTL INC

+$430.3K

22,304 +23%

建仓

NTRS NORTHERN TR CORP

+$429.2K

4,351

建仓

FMX FOMENTO ECONOMICO MEXICANO S

+$415.6K

4,259

减持

EEM ISHARES TR

-$407.7K

28,766 -28%

增持

GLD SPDR GOLD TR

+$405.9K

3,559 +39%

增持

— TOTALENERGIES SE

+$388.6K

27,282 +8%

增持

— EATON CORP PLC

-$387.9K

7,457 +2%

建仓

VICI VICI PPTYS INC

+$382.2K

11,717

建仓

IGM ISHARES TR

+$381.1K

4,203

减持

CP CANADIAN PACIFIC KANSAS CITY

-$379.6K

7,097 -41%

增持

SNY SANOFI

+$378.0K

32,313 +10%

建仓

CDW CDW CORP

+$375.9K

2,346

增持

UNP UNION PAC CORP

+$370.3K

5,311 +37%

清仓

IWS ISHARES TR

-$362.5K

0 -100%

增持

MRSH MARSH & MCLENNAN COS INC

+$360.4K

8,648 +5%

增持

ABT ABBOTT LABS

+$360.0K

13,900 +6%

减持

BRT BRT APARTMENTS CORP

-$359.1K

48,471 -26%

清仓

GWRE GUIDEWIRE SOFTWARE INC

-$351.0K

0 -100%

清仓

— GLOBANT S A

-$349.9K

0 -100%

增持

ABNB AIRBNB INC

+$347.4K

5,654 +127%

减持

VZ VERIZON COMMUNICATIONS INC

+$345.5K

66,883 -1%

增持

MCD MCDONALDS CORP

+$342.2K

7,423 +9%

增持

KO COCA COLA CO

+$341.4K

17,631 +19%

增持

AMT AMERICAN TOWER CORP NEW

+$339.8K

4,857 +24%

减持

DMXF ISHARES TR

-$336.8K

9,582 -37%

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

-$333.9K

19,583 +8%

减持

IJR ISHARES TR

-$333.1K

24,925 -2%

减持

NOW SERVICENOW INC

-$331.4K

767 -14%

清仓

REET ISHARES TR

-$323.3K

0 -100%

增持

EMGF ISHARES INC

+$323.2K

14,904 +80%

建仓

— AON PLC

+$311.5K

781

增持

MUFG MITSUBISHI UFJ FINL GROUP IN

+$311.3K

63,161 +35%

清仓

— ICON PLC

-$310.8K

0 -100%

清仓

VEU VANGUARD INTL EQUITY INDEX F

-$304.0K

0 -100%

建仓

RYAN RYAN SPECIALTY HOLDINGS INC

+$303.4K

4,108

建仓

HPQ HP INC

+$302.6K

10,927

增持

BINC BLACKROCK ETF TRUST II

+$300.1K

76,447 +7%

减持

APP APPLOVIN CORP

-$299.9K

2,575 -15%

减持

AMD ADVANCED MICRO DEVICES INC

-$296.4K

3,665 -34%

建仓

OLED UNIVERSAL DISPLAY CORP

+$293.0K

2,101

增持

SNOW SNOWFLAKE INC

+$291.0K

4,337 +95%

建仓

VTR VENTAS INC

+$281.7K

4,097

清仓

— ASPEN TECHNOLOGY INC

-$277.6K

0 -100%

建仓

CCI CROWN CASTLE INC

+$276.9K

2,657

减持

TRP TC ENERGY CORP

-$276.8K

19,447 -24%

建仓

GMAB GENMAB A/S

+$276.6K

14,128

增持

DUK DUKE ENERGY CORP NEW

+$273.0K

17,623 +1%

清仓

NTAP NETAPP INC

-$268.9K

0 -100%

清仓

TER TERADYNE INC

-$267.2K

0 -100%

增持

TRV TRAVELERS COMPANIES INC

+$265.8K

5,665 +11%

减持

PNC PNC FINL SVCS GROUP INC

-$258.7K

10,183 -4%

增持

CVS CVS HEALTH CORP

+$257.2K

7,822 +29%

增持

VB VANGUARD INDEX FDS

-$256.6K

17,775 +2%

增持

PG PROCTER AND GAMBLE CO

+$254.2K

25,154 +5%

增持

EMB ISHARES TR

+$252.6K

9,181 +41%

增持

C CITIGROUP INC

+$247.0K

9,546 +56%

增持

WEC WEC ENERGY GROUP INC

+$245.0K

14,407 +2%