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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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 150 项建仓 19增持 54减持 57清仓 20

方向

标的

Δ市值

现股数(环比)

减持

OEF ISHARES TR

-$14.7M

22,533 -65%

减持

MUB ISHARES TR

-$13.0M

27,698 -81%

增持

EFG ISHARES TR

+$10.2M

101,151 +1002%

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

GOVT ISHARES TR

+$8.1M

385,999 +1115%

建仓

BLCR BLACKROCK ETF TRUST

+$7.6M

184,592

减持

AAPL APPLE INC

-$7.0M

338,664 -1%

建仓

IDEF BLACKROCK ETF TRUST

+$6.8M

207,185

减持

MSFT MICROSOFT CORP

-$5.9M

39,122 -7%

减持

ITA ISHARES TR

-$4.8M

5,961 -79%

增持

TOUS T ROWE PRICE ETF INC

+$4.7M

192,603 +234%

建仓

LMUB ISHARES TR

+$4.1M

82,376

减持

IVW ISHARES TR

-$3.9M

217,868 -6%

增持

IUSB ISHARES TR

+$3.7M

562,117 +17%

减持

IVE ISHARES TR

-$3.6M

149,006 -10%

增持

MINT PIMCO ETF TR

+$3.2M

34,924 +1235%

减持

IAU ISHARES GOLD TR

-$3.1M

101,021 -32%

增持

IVV ISHARES TR

+$2.9M

62,811 +13%

增持

TCAF T ROWE PRICE ETF INC

+$2.8M

134,004 +164%

增持

BRTR BLACKROCK ETF TRUST II

+$2.6M

85,264 +157%

减持

VXF VANGUARD INDEX FDS

-$2.6M

2,752 -82%

增持

AMLP ALPS ETF TR

+$2.5M

292,167 +6%

减持

IEMG ISHARES INC

-$2.4M

293,391 -14%

增持

CGDV CAPITAL GROUP DIVIDEND VALUE

+$2.3M

97,213 +130%

增持

SHV ISHARES TR

+$2.1M

62,582 +45%

增持

AVEM AMERICAN CENTY ETF TR

+$2.1M

48,781 +105%

清仓

IWM ISHARES TR

-$2.0M

0 -100%

清仓

— ASTRAZENECA PLC

-$1.7M

0 -100%

建仓

— ASTRAZENECA PLC

+$1.7M

8,755

减持

AMZN AMAZON COM INC

-$1.7M

59,161 -3%

增持

BAI BLACKROCK ETF TRUST

+$1.6M

330,917 +19%

增持

CVX CHEVRON CORPORATION

+$1.6M

24,540 +7%

清仓

EMB ISHARES TR

-$1.5M

0 -100%

增持

SHLD GLOBAL X FDS

+$1.4M

26,385 +270%

清仓

IWD ISHARES TR

-$1.4M

0 -100%

增持

JMBS JANUS DETROIT STR TR

+$1.4M

55,117 +124%

减持

LLY ELI LILLY & CO

-$1.4M

7,717 -2%

减持

HIMU BLACKROCK ETF TRUST II

-$1.4M

7,304 -79%

增持

VZ VERIZON COMMUNICATIONS INC

+$1.3M

76,697 +23%

减持

NVDA NVIDIA CORPORATION

-$1.3M

73,480 -3%

增持

AMT AMERICAN TOWER CORP

+$1.3M

12,109 +164%

建仓

— AMCOR PLC

+$1.2M

31,419

增持

SPMO INVESCO EXCH TRADED FD TR II

+$1.2M

17,603 +160%

减持

TLT ISHARES TR

-$1.2M

9,488 -58%

减持

TLH ISHARES TR

-$1.1M

78,475 -12%

减持

SPY STATE STR SPDR S&P 500 ETF T

-$1.1M

14,819 -6%

减持

VOO VANGUARD INDEX FDS

-$1.1M

2,635 -39%

建仓

PZA INVESCO EXCH TRADED FD TR II

+$1.1M

47,546

清仓

GSK GSK PLC

-$1.1M

0 -100%

减持

IYW ISHARES TR

-$1.1M

15,969 -19%

减持

IWB ISHARES TR

-$1.1M

2,423 -53%

减持

REET ISHARES TR

-$1.0M

14,187 -74%

增持

BNDX VANGUARD CHARLOTTE FDS

+$975.1K

67,066 +44%

增持

COMT ISHARES U S ETF TR

+$959.9K

105,985 +1%

增持

MRK MERCK & CO INC

+$952.4K

23,028 +33%

减持

CRM SALESFORCE INC

-$931.9K

2,871 -48%

减持

TSLA TESLA INC

-$920.3K

7,829 -8%

增持

XTEN BONDBLOXX ETF TRUST

+$907.3K

44,032 +83%

减持

BINC BLACKROCK ETF TRUST II

-$892.9K

108,263 -12%

清仓

ACWX ISHARES TR

-$884.1K

0 -100%

增持

THRO BLACKROCK ETF TRUST

+$879.4K

339,269 +15%

增持

VNQ VANGUARD INDEX FDS

+$876.8K

77,937 +14%

增持

— TOTALENERGIES SE

+$846.4K

31,319 +2%

增持

LRCX LAM RESEARCH CORP

+$826.8K

16,055 +6%

清仓

VV VANGUARD INDEX FDS

-$799.1K

0 -100%

建仓

KIM KIMCO REALTY CORP

+$797.3K

35,485

减持

GOOGL ALPHABET INC

-$795.5K

30,724 -0%

增持

WEC WEC ENERGY GROUP INC

+$792.3K

20,043 +38%

减持

IWF ISHARES TR

-$777.5K

566 -74%

减持

MTUM ISHARES TR

-$741.1K

29,794 -5%

减持

JPM JPMORGAN CHASE & CO

-$733.5K

16,027 -5%

增持

JMUB J P MORGAN EXCHANGE TRADED F

+$730.1K

27,226 +118%

建仓

KMB KIMBERLY-CLARK CORP

+$715.5K

7,417

减持

INTU INTUIT

-$708.2K

1,949 -17%

清仓

SLV ISHARES SILVER TR

-$705.1K

0 -100%

增持

MDLZ MONDELEZ INTL INC

+$690.3K

31,712 +50%

增持

USRT ISHARES TR

+$686.1K

17,614 +181%

清仓

EA ELECTRONIC ARTS INC

-$671.0K

0 -100%

减持

TRV TRAVELERS COMPANIES INC

-$670.0K

3,205 -42%

增持

AVGO BROADCOM INC

-$660.6K

25,692 +3%

清仓

HDV ISHARES TR

-$660.5K

0 -100%

减持

AEP AMERICAN ELEC PWR CO INC

-$647.1K

2,584 -70%

减持

— EXXON MOBIL CORP

+$644.7K

32,515 -20%

减持

TFC TRUIST FINL CORP

-$644.3K

30,039 -27%

减持

IWP ISHARES TR

-$630.0K

2,614 -63%

减持

OZ BELPOINTE PREP LLC

-$629.2K

22,979 -19%

增持

PEP PEPSICO INC

+$620.4K

25,088 +10%

减持

MDY STATE STR SPDR S&P MIDCAP 40

-$606.4K

665 -61%

减持

PJAN INNOVATOR ETFS TRUST

-$601.0K

59,849 -16%

增持

CME CME GROUP INC

+$597.6K

6,886 +31%

清仓

FIS FIDELITY NATL INFORMATION SV

-$595.8K

0 -100%

减持

JNJ JOHNSON & JOHNSON

-$593.8K

16,798 -26%

清仓

— AMCOR PLC

-$588.4K

0 -100%

减持

APP APPLOVIN CORP

-$572.8K

1,440 -15%

增持

META META PLATFORMS INC

-$569.2K

13,706 +8%

增持

ORCL ORACLE CORP

-$547.4K

13,042 +3%

增持

FE FIRSTENERGY CORP

+$542.6K

35,117 +27%

减持

ABT ABBOTT LABORATORIES

-$541.4K

11,001 -18%

建仓

CARR CARRIER GLOBAL CORPORATION

+$533.2K

9,469

建仓

RIO RIO TINTO PLC

+$526.7K

5,646

增持

ICE INTERCONTINENTAL EXCHANGE IN

+$507.7K

5,728 +136%

清仓

GPC GENUINE PARTS CO

-$502.1K

0 -100%

增持

— LINDE PLC

+$501.5K

3,928 +16%

建仓

PFG PRINCIPAL FINANCIAL GROUP IN

+$499.3K

5,541

减持

SAP SAP SE

-$497.9K

2,407 -36%

增持

FBTC FIDELITY WISE ORIGIN BITCOIN

+$497.2K

20,096 +122%

减持

GILD GILEAD SCIENCES INC

-$496.1K

2,649 -62%

减持

VOT VANGUARD INDEX FDS

-$493.9K

8,963 -11%

减持

TSM TAIWAN SEMICONDUCTOR MANUFAC

+$492.8K

18,857 -3%

清仓

IWN ISHARES TR

-$486.7K

0 -100%

减持

— ASML HLDG NV

+$483.9K

2,777 -7%

建仓

— SMURFIT WESTROCK PLC

+$477.6K

11,985

清仓

ARGX ARGENX SE

-$476.8K

0 -100%

增持

IJAN INNOVATOR ETFS TRUST

+$458.4K

37,331 +51%

减持

IEFA ISHARES TR

-$455.9K

52,566 -10%

减持

ABBV ABBVIE INC

-$455.7K

20,953 -4%

增持

— MEDTRONIC PLC

+$455.4K

10,250 +128%

清仓

EQR EQUITY RESIDENTIAL

-$449.2K

0 -100%

建仓

DMXF ISHARES TR

+$445.1K

5,899

增持

GEV GE VERNOVA INC

+$442.8K

1,309 +22%

建仓

— SPOTIFY TECHNOLOGY S A

+$442.4K

912

清仓

QCOM QUALCOMM INC

-$437.8K

0 -100%

增持

MO ALTRIA GROUP INC

+$436.3K

22,889 +23%

增持

PGR PROGRESSIVE CORP

+$425.0K

3,158 +258%

建仓

DRI DARDEN RESTAURANTS INC

+$419.2K

2,138

增持

IAGG ISHARES TR

+$414.0K

88,293 +10%

减持

NGG NATIONAL GRID PLC

-$413.7K

21,160 -26%

增持

QUAL ISHARES TR

+$412.8K

62,631 +7%

建仓

INMU BLACKROCK ETF TRUST II

+$412.5K

17,252

减持

IJH ISHARES TR

-$409.6K

47,966 -13%

增持

V VISA INC

-$406.4K

10,708 +3%

减持

HDB HDFC BANK LTD

-$404.8K

18,824 -21%

清仓

MAR MARRIOTT INTL INC NEW

-$404.7K

0 -100%

清仓

MRVL MARVELL TECHNOLOGY INC

-$395.9K

0 -100%

清仓

IYR ISHARES TR

-$394.5K

0 -100%

增持

— EATON CORP PLC

+$393.4K

7,487 +4%

减持

O REALTY INCOME CORP

-$393.0K

13,104 -38%

减持

BAC BANK AMERICA CORP

-$386.7K

26,608 -13%

建仓

PVAL PUTNAM ETF TRUST

+$384.8K

8,292

减持

DIS DISNEY WALT CO

-$383.6K

18,897 -2%

增持

SNY SANOFI SA

+$381.6K

42,032 +24%

增持

DYNF BLACKROCK ETF TRUST

+$367.1K

548,607 +6%

增持

PAYX PAYCHEX INC

+$366.6K

18,021 +56%

增持

MBB ISHARES TR

+$364.8K

65,037 +7%

建仓

CHH CHOICE HOTELS INTL INC

+$361.9K

3,497

减持

EQIX EQUINIX INC

-$358.4K

562 -53%

建仓

HWM HOWMET AEROSPACE INC

+$357.5K

1,551

减持

VB VANGUARD INDEX FDS

-$357.5K

15,909 -9%

增持

PWR QUANTA SVCS INC

+$356.8K

1,939 +16%

减持

IBM INTERNATIONAL BUSINESS MACHS

-$354.3K

6,088 -1%

减持

AMGN AMGEN INC

-$353.6K

11,487 -14%