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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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 150 项建仓 29增持 51减持 46清仓 24

方向

标的

Δ市值

现股数(环比)

增持

MUB ISHARES TR

+$13.1M

149,027 +446%

减持

QUAL ISHARES TR

-$8.4M

58,405 -43%

增持

IVE ISHARES TR

+$8.1M

165,310 +27%

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

+$5.3M

342,020 -1%

减持

VNQ VANGUARD INDEX FDS

-$5.1M

68,214 -44%

增持

IEMG ISHARES INC

+$4.1M

340,510 +19%

增持

DYNF BLACKROCK ETF TRUST

+$3.5M

518,844 +10%

增持

SHV ISHARES TR

+$3.4M

43,250 +248%

增持

MTUM ISHARES TR

+$2.6M

31,527 +52%

增持

IVW ISHARES TR

+$2.5M

231,800 +7%

增持

OEF ISHARES TR

+$2.4M

63,688 +9%

减持

LLY ELI LILLY & CO

+$2.4M

7,875 -1%

减持

GOOGL ALPHABET INC

+$2.1M

30,769 -1%

建仓

— TOTALENERGIES SE

+$2.0M

30,617

减持

COST COSTCO WHSL CORP NEW

-$1.9M

1,493 -56%

建仓

CGDV CAPITAL GROUP DIVIDEND VALUE

+$1.8M

42,248

建仓

AVEM AMERICAN CENTY ETF TR

+$1.8M

23,764

清仓

— TOTALENERGIES SE

-$1.8M

0 -100%

减持

MSFT MICROSOFT CORP

-$1.8M

42,240 -2%

增持

VOO VANGUARD INDEX FDS

+$1.7M

4,286 +161%

建仓

BRTR BLACKROCK ETF TRUST II

+$1.7M

33,116

增持

TOUS T ROWE PRICE ETF INC

+$1.5M

57,735 +306%

增持

IUSB ISHARES TR

+$1.5M

478,439 +7%

建仓

UL UNILEVER PLC

+$1.4M

21,487

增持

GOOG ALPHABET INC

+$1.2M

15,957 +1%

减持

META META PLATFORMS INC

-$1.2M

12,742 -2%

增持

BAI BLACKROCK ETF TRUST

+$1.1M

279,103 +17%

建仓

XTEN BONDBLOXX ETF TRUST

+$1.1M

24,059

增持

NFLX NETFLIX INC

-$1.1M

29,802 +818%

减持

IAU ISHARES GOLD TR

+$1.0M

147,484 -2%

增持

CME CME GROUP INC

+$996.0K

5,259 +223%

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$981.7K

19,349 +10%

增持

TCAF T ROWE PRICE ETF INC

+$964.2K

50,715 +96%

增持

IVV ISHARES TR

+$954.9K

55,619 +0%

减持

EFV ISHARES TR

-$945.0K

266,023 -10%

增持

THRO BLACKROCK ETF TRUST

+$929.9K

295,874 +7%

增持

BINC BLACKROCK ETF TRUST II

+$920.4K

123,459 +17%

清仓

KMB KIMBERLY-CLARK CORP

-$890.4K

0 -100%

增持

JMBS JANUS DETROIT STR TR

+$887.1K

24,553 +378%

增持

MRK MERCK & CO INC

+$872.9K

17,268 +53%

减持

VZ VERIZON COMMUNICATIONS INC

-$860.3K

62,211 -19%

减持

AMLP ALPS ETF TR

-$843.4K

274,965 -6%

建仓

SPMO INVESCO EXCH TRADED FD TR II

+$809.3K

6,783

减持

IBIT ISHARES BITCOIN TRUST ETF

-$806.1K

14,821 -38%

增持

PAYX PAYCHEX INC

+$795.0K

11,531 +193%

增持

ORCL ORACLE CORP

-$791.2K

12,652 +9%

增持

AMZN AMAZON COM INC

+$780.2K

60,799 +1%

清仓

ARE ALEXANDRIA REAL ESTATE EQ IN

-$730.3K

0 -100%

减持

EFG ISHARES TR

-$727.7K

9,182 -41%

建仓

SLV ISHARES SILVER TR

+$705.1K

10,946

减持

WMB WILLIAMS COS INC

-$703.5K

15,209 -40%

清仓

— UNILEVER PLC

-$699.6K

0 -100%

增持

IWM ISHARES TR

+$698.0K

8,033 +52%

减持

GS GOLDMAN SACHS GROUP INC

-$669.7K

1,759 -37%

减持

HD HOME DEPOT INC

-$658.4K

5,140 -14%

建仓

SYSB ISHARES TR

+$633.7K

7,060

建仓

JMUB J P MORGAN EXCHANGE TRADED F

+$630.9K

12,494

增持

AMGN AMGEN INC

+$610.5K

13,428 +0%

增持

ITOT ISHARES TR

+$599.9K

7,843 +102%

增持

BNDX VANGUARD CHARLOTTE FDS

+$591.8K

46,511 +39%

增持

— EXXON MOBIL CORP

+$590.2K

40,484 +7%

减持

LRCX LAM RESEARCH CORP

+$566.9K

15,209 -0%

增持

— ASML HOLDING N V

+$562.1K

2,977 +10%

清仓

STIP ISHARES TR

-$550.5K

0 -100%

增持

ISRG INTUITIVE SURGICAL INC

+$539.2K

2,795 +20%

建仓

NDAQ NASDAQ INC

+$533.9K

5,497

增持

ANET ARISTA NETWORKS INC

-$520.7K

39,369 +1%

增持

TLT ISHARES TR

+$517.0K

22,658 +39%

增持

GLDM WORLD GOLD TR

+$515.7K

9,052 +169%

清仓

SPTL SPDR SERIES TRUST

-$509.0K

0 -100%

清仓

— CYBERARK SOFTWARE LTD

-$507.5K

0 -100%

减持

— EATON CORP PLC

-$504.4K

7,172 -4%

减持

— LINDE PLC

-$491.2K

3,391 -17%

建仓

IWN ISHARES TR

+$486.7K

2,686

增持

SPY SPDR S&P 500 ETF TR

+$485.4K

15,766 +2%

减持

TTD THE TRADE DESK INC

-$483.8K

7,413 -53%

清仓

— SMURFIT WESTROCK PLC

-$479.6K

0 -100%

建仓

IDEC INNOVATOR ETFS TRUST

+$472.8K

14,641

清仓

JQUA J P MORGAN EXCHANGE TRADED F

-$471.7K

0 -100%

减持

SPG SIMON PPTY GROUP INC NEW

-$468.5K

1,101 -69%

建仓

SHLD GLOBAL X FDS

+$462.3K

7,136

建仓

TYG TORTOISE ENERGY INFRA CORP

+$456.5K

11,162

清仓

— TORTOISE SUSTAINABLE & SOCIA

-$455.5K

0 -100%

减持

ABBV ABBVIE INC

-$446.6K

21,939 -7%

增持

IEFA ISHARES TR

+$444.8K

58,291 +7%

减持

— AMCOR PLC

-$435.2K

70,557 -44%

建仓

— ALCON AG

+$420.8K

5,339

建仓

CMG CHIPOTLE MEXICAN GRILL INC

+$414.4K

11,199

减持

TLH ISHARES TR

-$402.6K

88,873 -3%

减持

— TRANE TECHNOLOGIES PLC

-$396.8K

2,141 -27%

增持

MDY SPDR S&P MIDCAP 400 ETF TR

+$396.7K

1,685 +62%

建仓

IYR ISHARES TR

+$394.5K

4,202

减持

HBAN HUNTINGTON BANCSHARES INC

-$390.6K

44,923 -34%

增持

MBB ISHARES TR

+$389.6K

61,022 +7%

增持

TFC TRUIST FINL CORP

+$380.0K

41,154 +14%

建仓

Q QNITY ELECTRONICS INC

+$377.3K

4,621

减持

SBUX STARBUCKS CORP

-$377.0K

10,646 -29%

减持

SONY SONY GROUP CORP

-$376.1K

47,214 -14%

减持

SE SEA LTD

-$375.9K

3,976 -20%

清仓

DOCS DOXIMITY INC

-$374.8K

0 -100%

减持

MDLZ MONDELEZ INTL INC

-$372.2K

21,133 -13%

增持

EMB ISHARES TR

+$370.4K

15,629 +31%

建仓

USRT ISHARES TR

+$356.4K

6,258

减持

PYPL PAYPAL HLDGS INC

-$352.9K

4,162 -53%

增持

MU MICRON TECHNOLOGY INC

+$350.9K

2,248 +29%

增持

HDV ISHARES TR

+$348.6K

5,431 +113%

清仓

TMUS T-MOBILE US INC

-$345.8K

0 -100%

增持

PLD PROLOGIS INC.

+$344.1K

25,605 +0%

减持

O REALTY INCOME CORP

-$343.2K

21,193 -16%

增持

GOVT ISHARES TR

+$335.3K

31,763 +85%

减持

BABA ALIBABA GROUP HLDG LTD

-$334.5K

8,402 -4%

减持

SNOW SNOWFLAKE INC

-$334.4K

2,758 -34%

增持

— DUPONT DE NEMOURS INC

-$325.4K

10,150 +8%

减持

UBER UBER TECHNOLOGIES INC

-$314.3K

14,479 -5%

增持

— ACCENTURE PLC IRELAND

+$312.3K

4,971 +20%

建仓

EXPO EXPONENT INC

+$309.7K

4,459

清仓

OLED UNIVERSAL DISPLAY CORP

-$305.6K

0 -100%

清仓

XLV SELECT SECTOR SPDR TR

-$305.6K

0 -100%

增持

CMI CUMMINS INC

+$303.7K

2,913 +4%

减持

VOT VANGUARD INDEX FDS

-$303.4K

10,033 -5%

减持

XLG INVESCO EXCHANGE TRADED FD T

-$301.9K

3,850 -58%

减持

XEL XCEL ENERGY INC

-$299.3K

21,804 -8%

增持

PM PHILIP MORRIS INTL INC

+$292.9K

18,893 +12%

增持

IWP ISHARES TR

+$290.0K

7,046 +49%

建仓

UPS UNITED PARCEL SERVICE INC

+$288.8K

2,911

减持

AEP AMERICAN ELEC PWR CO INC

-$286.4K

8,549 -24%

建仓

INOV INNOVATOR ETFS TRUST

+$285.9K

8,276

减持

BMO BANK MONTREAL QUE

-$285.3K

6,425 -25%

清仓

DASH DOORDASH INC

-$284.6K

0 -100%

清仓

CHE CHEMED CORP NEW

-$284.2K

0 -100%

清仓

NVO NOVO-NORDISK A S

-$281.5K

0 -100%

减持

— ASTRAZENECA PLC

+$279.7K

18,930 -1%

减持

VICI VICI PPTYS INC

-$279.6K

13,932 -32%

建仓

RYAAY RYANAIR HOLDINGS PLC

+$278.3K

3,855

建仓

TRGP TARGA RES CORP

+$277.5K

1,504

建仓

NXT NEXTPOWER INC

+$274.4K

3,150

清仓

SSNC SS&C TECHNOLOGIES HLDGS INC

-$274.1K

0 -100%

清仓

KVUE KENVUE INC

-$271.1K

0 -100%

建仓

ETR ENTERGY CORP NEW

+$268.7K

2,908

清仓

RMD RESMED INC

-$267.8K

0 -100%

减持

POOL POOL CORP

-$266.7K

899 -41%

建仓

RYAN RYAN SPECIALTY HOLDINGS INC

+$263.7K

5,107

清仓

LCTD BLACKROCK ETF TRUST

-$262.1K

0 -100%

建仓

TTAN SERVICETITAN INC

+$260.7K

2,448

清仓

NICE NICE LTD

-$257.8K

0 -100%

增持

BMY BRISTOL-MYERS SQUIBB CO

+$255.2K

19,627 +10%

清仓

PBH PRESTIGE CONSMR HEALTHCARE I

-$255.1K

0 -100%

清仓

MET METLIFE INC

-$254.1K

0 -100%

减持

IEV ISHARES TR

-$251.6K

8,189 -34%

减持

NVDA NVIDIA CORPORATION

-$251.2K

75,705 -2%