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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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 150 项建仓 30增持 49减持 45清仓 26

方向

标的

Δ市值

现股数(环比)

减持

AAPL APPLE INC

+$16.6M

344,294 -1%

增持

IVE ISHARES TR

+$7.0M

130,524 +28%

增持

OEF ISHARES TR

+$6.9M

58,375 +41%

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

DYNF BLACKROCK ETF TRUST

+$6.7M

473,642 +21%

减持

SHV ISHARES TR

-$6.2M

12,437 -82%

减持

EFG ISHARES TR

-$5.8M

15,575 -77%

增持

ITA ISHARES TR

+$5.2M

27,917 +744%

减持

MINT PIMCO ETF TR

-$5.1M

3,471 -94%

增持

BAI BLACKROCK ETF TRUST

+$4.7M

239,316 +98%

增持

VNQ VANGUARD INDEX FDS

+$4.4M

122,004 +61%

增持

IEMG ISHARES INC

+$4.4M

284,974 +19%

减持

IYW ISHARES TR

-$4.0M

19,479 -57%

建仓

TIP ISHARES TR

+$3.8M

34,123

建仓

IEF ISHARES TR

+$3.7M

38,421

增持

NVDA NVIDIA CORPORATION

+$3.3M

77,018 +10%

增持

IAU ISHARES GOLD TR

+$3.1M

150,675 +20%

增持

TLH ISHARES TR

+$3.1M

91,643 +46%

清仓

CLIP GLOBAL X FDS

-$3.0M

0 -100%

减持

IUSB ISHARES TR

-$2.8M

445,436 -13%

减持

IVV ISHARES TR

+$2.1M

55,492 -2%

减持

EFV ISHARES TR

-$1.9M

293,995 -15%

减持

GOOGL ALPHABET INC

+$1.8M

31,170 -5%

清仓

VTI VANGUARD INDEX FDS

-$1.7M

0 -100%

减持

IVW ISHARES TR

+$1.5M

215,956 -3%

建仓

IWD ISHARES TR

+$1.5M

7,270

建仓

REET ISHARES TR

+$1.4M

54,985

减持

ANET ARISTA NETWORKS INC

+$1.4M

38,976 -7%

减持

QUAL ISHARES TR

-$1.3M

102,683 -12%

增持

BINC BLACKROCK ETF TRUST II

+$1.3M

105,080 +30%

减持

AVGO BROADCOM INC

+$1.3M

26,259 -2%

建仓

IWM ISHARES TR

+$1.3M

5,288

增持

MSFT MICROSOFT CORP

+$1.2M

42,915 +2%

增持

JNJ JOHNSON & JOHNSON

+$1.2M

26,286 +9%

建仓

SPYI NEOS ETF TRUST

+$1.2M

22,026

增持

TSLA TESLA INC

+$1.1M

8,549 +1%

减持

IEV ISHARES TR

-$1.1M

12,422 -58%

减持

GOOG ALPHABET INC

+$1.0M

15,762 -0%

增持

— ASML HOLDING N V

+$1.0M

2,709 +35%

减持

VTEB VANGUARD MUN BD FDS

-$989.8K

72,961 -23%

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$983.0K

17,538 +1%

增持

SPY SPDR S&P 500 ETF TR

+$970.5K

15,410 +2%

增持

TLTW ISHARES TR

+$967.9K

51,944 +388%

增持

THRO BLACKROCK ETF TRUST

+$961.0K

276,784 +3%

增持

PLD PROLOGIS INC.

+$945.0K

25,539 +36%

增持

MTUM ISHARES TR

+$896.2K

20,809 +13%

清仓

WDAY WORKDAY INC

-$896.2K

0 -100%

减持

CRM SALESFORCE INC

-$870.0K

6,289 -27%

增持

HIMU BLACKROCK ETF TRUST II

+$858.8K

31,782 +119%

减持

ZTS ZOETIS INC

-$828.5K

7,634 -39%

清仓

— CHUBB LIMITED

-$826.0K

0 -100%

建仓

ACWX ISHARES TR

+$824.7K

12,685

减持

KVUE KENVUE INC

-$817.5K

16,702 -68%

减持

NVO NOVO-NORDISK A S

-$812.0K

5,074 -68%

增持

ORCL ORACLE CORP

+$811.3K

11,582 +4%

增持

BIZD VANECK ETF TRUST

+$771.2K

97,051 +133%

增持

PFE PFIZER INC

+$751.2K

91,345 +40%

清仓

DMXF ISHARES TR

-$707.4K

0 -100%

清仓

UPS UNITED PARCEL SERVICE INC

-$705.2K

0 -100%

建仓

MUA BLACKROCK MUNIASSETS FD INC

+$703.8K

63,403

减持

T AT&T INC

-$680.5K

39,195 -37%

建仓

DHR DANAHER CORPORATION

+$663.4K

3,346

减持

NFLX NETFLIX INC

-$656.0K

3,247 -4%

清仓

EMXC ISHARES INC

-$644.0K

0 -100%

增持

LRCX LAM RESEARCH CORP

+$628.6K

15,210 +5%

减持

— ACCENTURE PLC IRELAND

-$618.6K

4,142 -25%

建仓

CSPF COHEN & STEERS ETF TRUST

+$612.0K

23,546

增持

PAUG INNOVATOR ETFS TRUST

+$595.8K

46,527 +36%

增持

IWF ISHARES TR

+$594.1K

1,778 +216%

减持

ABBV ABBVIE INC

+$589.2K

23,579 -10%

增持

— AMCOR PLC

+$580.7K

125,143 +160%

清仓

BAX BAXTER INTL INC

-$568.5K

0 -100%

增持

JPM JPMORGAN CHASE & CO.

+$561.5K

17,920 +2%

减持

TTD THE TRADE DESK INC

-$531.6K

15,612 -13%

建仓

XLG INVESCO EXCHANGE TRADED FD T

+$530.2K

9,217

清仓

SUSL ISHARES TR

-$523.5K

0 -100%

清仓

ALL ALLSTATE CORP

-$522.7K

0 -100%

增持

HDB HDFC BANK LTD

-$517.1K

25,066 +40%

建仓

QQQI NEOS ETF TRUST

+$512.7K

9,460

建仓

IAUG INNOVATOR ETFS TRUST

+$510.0K

18,296

建仓

SPTL SPDR SERIES TRUST

+$509.0K

18,887

减持

V VISA INC

-$507.8K

11,124 -8%

减持

TXN TEXAS INSTRS INC

-$507.8K

5,487 -25%

清仓

— SPOTIFY TECHNOLOGY S A

-$506.4K

0 -100%

建仓

VRTX VERTEX PHARMACEUTICALS INC

+$493.1K

1,259

清仓

— LYONDELLBASELL INDUSTRIES N

-$489.6K

0 -100%

减持

BABA ALIBABA GROUP HLDG LTD

+$489.5K

8,762 -8%

增持

APH AMPHENOL CORP NEW

+$488.1K

13,862 +12%

清仓

CM CANADIAN IMPERIAL BK COMM

-$485.5K

0 -100%

建仓

JQUA J P MORGAN EXCHANGE TRADED F

+$471.7K

7,498

清仓

KDP KEURIG DR PEPPER INC

-$463.5K

0 -100%

建仓

SPYM SPDR SERIES TRUST

+$461.8K

5,894

减持

LLY ELI LILLY & CO

-$460.5K

7,960 -5%

减持

MS MORGAN STANLEY

-$454.2K

2,290 -61%

清仓

IT GARTNER INC

-$453.3K

0 -100%

建仓

SAN BANCO SANTANDER S.A.

+$450.6K

42,996

增持

PEP PEPSICO INC

+$449.1K

23,091 +9%

建仓

PPG PPG INDS INC

+$436.1K

4,149

增持

VZ VERIZON COMMUNICATIONS INC

+$430.8K

77,227 +13%

增持

AMLP ALPS ETF TR

+$417.5K

293,463 +7%

清仓

SUSA ISHARES TR

-$414.5K

0 -100%

减持

IVLU ISHARES TR

-$414.1K

79,555 -19%

减持

APP APPLOVIN CORP

+$406.8K

1,687 -27%

减持

DIS DISNEY WALT CO

-$405.2K

18,486 -9%

建仓

KAUG INNOVATOR ETFS TRUST

+$395.7K

15,221

增持

WFC WELLS FARGO CO NEW

+$395.2K

15,494 +37%

减持

JAAA JANUS DETROIT STR TR

-$394.2K

68,375 -10%

清仓

CAG CONAGRA BRANDS INC

-$391.8K

0 -100%

减持

UNP UNION PAC CORP

-$385.0K

3,617 -33%

清仓

BBVA BANCO BILBAO VIZCAYA ARGENTA

-$381.6K

0 -100%

增持

USB US BANCORP DEL

+$377.4K

36,753 +19%

建仓

MRVL MARVELL TECHNOLOGY INC

+$364.1K

4,331

增持

PBR PETROLEO BRASILEIRO SA PETRO

+$364.1K

51,431 +124%

建仓

DEM WISDOMTREE TR

+$361.8K

7,868

减持

MRK MERCK & CO INC

-$359.8K

11,257 -32%

增持

XEL XCEL ENERGY INC

+$346.6K

23,679 +3%

增持

CVX CHEVRON CORP NEW

+$342.0K

23,253 +2%

建仓

CLS CELESTICA INC

+$338.3K

1,373

清仓

HEZU ISHARES TR

-$334.4K

0 -100%

减持

CMCSA COMCAST CORP NEW

-$333.3K

22,470 -23%

建仓

GDX VANECK ETF TRUST

+$333.0K

4,359

增持

IAGG ISHARES TR

+$332.4K

79,479 +9%

减持

ISRG INTUITIVE SURGICAL INC

-$331.8K

2,334 -8%

减持

— CYBERARK SOFTWARE LTD

-$331.4K

1,051 -49%

减持

DEO DIAGEO PLC

-$330.9K

3,478 -47%

减持

LCTU BLACKROCK ETF TRUST

-$326.5K

23,163 -22%

减持

AMZN AMAZON COM INC

-$324.6K

60,361 -2%

清仓

COIN COINBASE GLOBAL INC

-$324.6K

0 -100%

建仓

TRMB TRIMBLE INC

+$324.1K

3,969

增持

FE FIRSTENERGY CORP

+$322.6K

27,476 +18%

增持

IWP ISHARES TR

+$322.4K

4,739 +86%

增持

MBB ISHARES TR

+$321.2K

56,972 +5%

增持

KMB KIMBERLY-CLARK CORP

+$318.6K

7,161 +61%

清仓

EQT EQT CORP

-$317.0K

0 -100%

增持

BTI BRITISH AMERN TOB PLC

+$315.6K

31,992 +10%

建仓

HDV ISHARES TR

+$311.9K

2,547

减持

— NEBIUS GROUP N.V.

+$307.2K

5,870 -8%

清仓

— THOMSON REUTERS CORP

-$297.9K

0 -100%

建仓

VEU VANGUARD INTL EQUITY INDEX F

+$297.6K

4,170

清仓

RYAN RYAN SPECIALTY HOLDINGS INC

-$297.2K

0 -100%

清仓

IGM ISHARES TR

-$294.2K

0 -100%

增持

HD HOME DEPOT INC

+$285.4K

5,990 +3%

建仓

EVUS ISHARES TR

+$280.7K

8,924

减持

MFC MANULIFE FINL CORP

-$280.4K

12,528 -40%

建仓

LNC LINCOLN NATL CORP IND

+$280.1K

6,944

清仓

LULU LULULEMON ATHLETICA INC

-$277.9K

0 -100%

清仓

EXPO EXPONENT INC

-$277.6K

0 -100%

减持

GLW CORNING INC

+$276.2K

10,134 -4%

增持

GS GOLDMAN SACHS GROUP INC

+$275.1K

2,783 +1%

建仓

HSBC HSBC HLDGS PLC

+$272.2K

3,835

增持

IBIT ISHARES BITCOIN TRUST ETF

+$271.2K

23,723 +14%