小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 34
增持 61
减持 33
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$14.8M
56,410
-36%
增持
THRO
BLACKROCK ETF TRUST
+$8.4M
267,511
+647%
增持
IEMG
ISHARES INC
+$7.8M
240,464
+96%
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
AAPL
APPLE INC
-$6.9M
346,321
-1%
增持
EFV
ISHARES TR
+$6.9M
343,950
+35%
增持
IVW
ISHARES TR
+$6.6M
222,982
+15%
减持
MSFT
MICROSOFT CORP
+$5.1M
42,279
-0%
减持
EMXC
ISHARES INC
-$4.5M
10,200
-89%
增持
IVE
ISHARES TR
+$4.1M
102,139
+23%
增持
NVDA
NVIDIA CORPORATION
+$4.0M
70,332
+7%
建仓
IAGG
ISHARES TR
+$3.7M
73,191
清仓
TIP
ISHARES TR
-$3.7M
0
-100%
清仓
IEF
ISHARES TR
-$3.6M
0
-100%
建仓
BAI
BLACKROCK ETF TRUST
+$3.5M
120,799
增持
AVGO
BROADCOM INC
+$3.2M
26,759
+6%
增持
OEF
ISHARES TR
+$3.1M
41,317
+19%
建仓
CLIP
GLOBAL X FDS
+$3.0M
29,601
清仓
HEFA
ISHARES TR
-$2.9M
0
-100%
增持
META
META PLATFORMS INC
+$2.9M
13,041
+12%
增持
DYNF
BLACKROCK ETF TRUST
+$2.9M
392,474
+4%
建仓
COMT
ISHARES U S ETF TR
+$2.6M
99,059
增持
VXF
VANGUARD INDEX FDS
+$2.4M
15,049
+391%
增持
QUAL
ISHARES TR
+$2.3M
116,521
+5%
增持
AMZN
AMAZON COM INC
+$2.0M
61,890
+2%
减持
ILCV
ISHARES TR
-$1.7M
5,247
-80%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.7M
18,648
-55%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.4M
4,058
-21%
增持
NFLX
NETFLIX INC
+$1.4M
3,397
+1%
增持
IVLU
ISHARES TR
+$1.4M
98,409
+60%
减持
SHV
ISHARES TR
-$1.4M
68,506
-15%
增持
TLH
ISHARES TR
+$1.4M
62,784
+30%
清仓
EEM
ISHARES TR
-$1.3M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$1.1M
15,044
+3%
增持
BTI
BRITISH AMERN TOB PLC
+$1.1M
29,212
+391%
减持
MINT
PIMCO ETF TR
-$1.1M
53,960
-17%
减持
VNQ
VANGUARD INDEX FDS
-$1.1M
75,598
-12%
减持
ANET
ARISTA NETWORKS INC
+$1.0M
41,999
-0%
建仓
GSK
GSK PLC
+$1.0M
26,436
增持
JPM
JPMORGAN CHASE & CO.
+$959.6K
17,560
+4%
增持
MTUM
ISHARES TR
+$858.8K
18,476
+4%
清仓
ETR
ENTERGY CORP NEW
-$786.2K
0
-100%
减持
EFG
ISHARES TR
+$760.9K
67,872
-1%
增持
MUB
ISHARES TR
+$727.1K
27,575
+35%
减持
IYW
ISHARES TR
+$721.9K
45,072
-11%
增持
AMLP
ALPS ETF TR
-$705.4K
273,326
+1%
增持
VOT
VANGUARD INDEX FDS
+$684.9K
11,527
+9%
增持
—
EATON CORP PLC
+$680.9K
7,585
+2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$664.3K
17,286
-12%
增持
DIS
DISNEY WALT CO
+$654.9K
20,336
+8%
减持
GLD
SPDR GOLD TR
-$648.6K
1,236
-65%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$620.3K
20,762
+49%
减持
IAU
ISHARES GOLD TR
-$600.5K
125,458
-12%
增持
VB
VANGUARD INDEX FDS
+$587.9K
19,113
+8%
增持
PMAY
INNOVATOR ETFS TRUST
+$576.9K
69,283
+22%
清仓
TGT
TARGET CORP
-$572.5K
0
-100%
建仓
KMB
KIMBERLY-CLARK CORP
+$571.8K
4,435
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$558.4K
0
-100%
减持
PEP
PEPSICO INC
-$538.4K
21,159
-5%
增持
IEFA
ISHARES TR
+$528.3K
57,160
+2%
减持
GILD
GILEAD SCIENCES INC
-$526.2K
10,448
-31%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$513.0K
7,581
+23%
增持
TLT
ISHARES TR
+$509.1K
17,024
+56%
增持
FE
FIRSTENERGY CORP
+$499.5K
23,258
+115%
减持
PAYX
PAYCHEX INC
-$486.2K
4,153
-41%
清仓
—
CRH PLC
-$471.4K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
+$462.9K
14,534
+19%
建仓
—
TE CONNECTIVITY PLC
+$462.8K
2,744
减持
—
LYONDELLBASELL INDUSTRIES N
-$447.5K
8,462
-36%
建仓
STIP
ISHARES TR
+$446.0K
4,334
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$440.7K
7,553
-2%
增持
CVX
CHEVRON CORP NEW
-$440.5K
22,830
+3%
增持
PNC
PNC FINL SVCS GROUP INC
+$437.2K
11,947
+17%
清仓
PSX
PHILLIPS 66
-$433.0K
0
-100%
清仓
NTRS
NORTHERN TR CORP
-$429.2K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
+$422.3K
2,743
-1%
建仓
IMAY
INNOVATOR ETFS TRUST
+$420.6K
14,895
增持
VO
VANGUARD INDEX FDS
+$419.0K
13,175
+4%
增持
AXP
AMERICAN EXPRESS CO
+$418.0K
5,417
+11%
增持
INTU
INTUIT
+$414.9K
2,120
+4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$410.9K
5,549
+51%
增持
CMI
CUMMINS INC
+$402.7K
2,825
+69%
减持
APH
AMPHENOL CORP NEW
+$395.7K
12,428
-2%
增持
SCHW
SCHWAB CHARLES CORP
+$383.2K
15,732
+17%
建仓
IDXX
IDEXX LABS INC
+$377.6K
704
减持
AOA
ISHARES TR
+$373.0K
63,194
-1%
减持
LYG
LLOYDS BANKING GROUP PLC
-$372.8K
23,679
-81%
增持
LRCX
LAM RESEARCH CORP
+$367.5K
14,465
+1%
减持
PM
PHILIP MORRIS INTL INC
-$358.7K
15,808
-23%
建仓
ESGD
ISHARES TR
+$357.6K
4,008
建仓
—
NEBIUS GROUP N.V.
+$351.8K
6,359
清仓
—
HOLOGIC INC
-$349.3K
0
-100%
增持
NGG
NATIONAL GRID PLC
+$340.3K
27,280
+6%
增持
VBK
VANGUARD INDEX FDS
+$340.1K
6,062
+14%
增持
CCJ
CAMECO CORP
+$338.3K
10,036
+2%
增持
VTI
VANGUARD INDEX FDS
+$332.1K
5,673
+12%
增持
KVUE
KENVUE INC
+$326.5K
52,008
+64%
建仓
FIVE
FIVE BELOW INC
+$326.4K
2,488
建仓
COIN
COINBASE GLOBAL INC
+$324.6K
926
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$320.8K
6,155
+2%
增持
WMT
WALMART INC
+$313.6K
28,287
+1%
增持
PANW
PALO ALTO NETWORKS INC
+$310.7K
8,386
+2%
建仓
RMD
RESMED INC
+$308.6K
1,196
减持
ADBE
ADOBE INC
-$306.2K
1,275
-39%
减持
—
TRANE TECHNOLOGIES PLC
+$302.7K
3,023
-0%
清仓
HPQ
HP INC
-$302.6K
0
-100%
减持
KO
COCA COLA CO
-$301.7K
13,584
-23%
增持
TCAF
T ROWE PRICE ETF INC
+$301.5K
25,392
+38%
建仓
MKL
MARKEL GROUP INC
+$298.3K
149
建仓
SUN
SUNOCO LP/SUNOCO FIN CORP
+$298.0K
5,561
增持
NOW
SERVICENOW INC
+$293.0K
879
+15%
增持
LLY
ELI LILLY & CO
+$291.9K
8,382
+11%
减持
ZTS
ZOETIS INC
-$287.9K
12,475
-8%
增持
BAC
BANK AMERICA CORP
+$287.6K
34,150
+7%
建仓
ULTA
ULTA BEAUTY INC
+$279.3K
597
增持
BINC
BLACKROCK ETF TRUST II
+$273.9K
80,966
+6%
建仓
KMAY
INNOVATOR ETFS TRUST
+$273.4K
10,416
增持
IJH
ISHARES TR
+$272.6K
58,199
+2%
建仓
FUL
FULLER H B CO
+$270.6K
4,499
增持
ARES
ARES MANAGEMENT CORPORATION
+$267.3K
4,388
+31%
建仓
PBH
PRESTIGE CONSMR HEALTHCARE I
+$266.8K
3,341
清仓
MAA
MID-AMER APT CMNTYS INC
-$266.6K
0
-100%
清仓
IWM
ISHARES TR
-$263.8K
0
-100%
清仓
STZ
CONSTELLATION BRANDS INC
-$262.3K
0
-100%
增持
JAAA
JANUS DETROIT STR TR
+$259.8K
76,182
+7%
建仓
TCOM
TRIP COM GROUP LTD
+$259.0K
4,417
增持
GSBD
GOLDMAN SACHS BDC INC
+$257.9K
43,955
+116%
建仓
DASH
DOORDASH INC
+$257.4K
1,044
减持
FISV
FISERV INC
-$256.1K
2,032
-26%
增持
MBB
ISHARES TR
+$255.2K
54,315
+5%
清仓
SMG
SCOTTS MIRACLE-GRO CO
-$251.6K
0
-100%
建仓
BA
BOEING CO
+$250.8K
1,197
减持
T
AT&T INC
-$250.1K
61,760
-14%
清仓
CRL
CHARLES RIV LABS INTL INC
-$249.1K
0
-100%
建仓
XLI
SELECT SECTOR SPDR TR
+$244.1K
1,655
清仓
RGA
REINSURANCE GRP OF AMERICA I
-$242.2K
0
-100%
建仓
USFD
US FOODS HLDG CORP
+$241.0K
3,130
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$239.8K
11,726
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$239.4K
470
建仓
IRM
IRON MTN INC DEL
+$238.8K
2,328
清仓
CBOE
CBOE GLOBAL MKTS INC
-$236.5K
0
-100%
建仓
GKOS
GLAUKOS CORP
+$235.4K
2,279
建仓
IWY
ISHARES TR
+$235.2K
954
建仓
BIL
SPDR SERIES TRUST
+$235.1K
2,563
减持
SNOW
SNOWFLAKE INC
+$234.8K
3,882
-10%
建仓
COPY
RBB FUND TRUST
+$234.4K
20,000
清仓
EUSB
ISHARES TR
-$233.8K
0
-100%
清仓
SLV
ISHARES SILVER TR
-$232.4K
0
-100%
增持
TXN
TEXAS INSTRS INC
+$231.4K
7,301
+2%
建仓
RY
ROYAL BK CDA
+$231.0K
1,756
清仓
KKR
KKR & CO INC
-$230.6K
0
-100%
