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Wealth Advisory Solutions, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Wealth Advisory Solutions, LLC
报告期 2026-03-31 · CIK 0001834802
持仓数
142
前50大市值合计
$385.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3
21Q2
22Q1 调仓
2021-09-30 → 2022-03-31 · 共 150 项
建仓 24
增持 41
减持 27
清仓 58
方向
标的
Δ市值
现股数(环比)
清仓
EEM
ISHARES TR
-$18.4M
0
-100%
增持
NEM
NEWMONT CORP
+$10.6M
194,050
+117%
增持
PM
PHILIP MORRIS INTL INC
+$10.1M
126,811
+552%
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。
建仓
TJX
TJX COS INC NEW
+$9.4M
155,698
增持
TFC
TRUIST FINL CORP
+$9.2M
166,997
+3262%
清仓
XLU
SELECT SECTOR SPDR TR
-$8.9M
0
-100%
清仓
SAM
BOSTON BEER INC
-$6.8M
0
-100%
增持
INTC
INTEL CORP
+$6.3M
133,356
+1949%
清仓
QDEF
FLEXSHARES TR
-$6.2M
0
-100%
增持
SPYM
SPDR SER TR
+$5.8M
169,072
+164%
建仓
—
MEDTRONIC PLC
+$5.5M
49,967
增持
KO
COCA COLA CO
+$5.4M
113,629
+272%
减持
LMT
LOCKHEED MARTIN CORP
-$5.4M
594
-96%
建仓
GLDM
WORLD GOLD TR
+$5.3M
138,894
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$5.3M
30,921
建仓
ESGU
ISHARES TR
+$5.1M
50,377
清仓
PLD
PROLOGIS INC.
-$4.9M
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$4.8M
0
-100%
建仓
—
ACTIVISION BLIZZARD INC
+$4.8M
60,024
建仓
—
PENTAIR PLC
+$4.6M
85,590
清仓
TSCO
TRACTOR SUPPLY CO
-$4.6M
0
-100%
清仓
HUM
HUMANA INC
-$4.6M
0
-100%
清仓
QCOM
QUALCOMM INC
-$4.5M
0
-100%
建仓
CMI
CUMMINS INC
+$4.5M
21,880
清仓
CCK
CROWN HLDGS INC
-$4.3M
0
-100%
建仓
EFV
ISHARES TR
+$4.2M
83,416
建仓
PYPL
PAYPAL HLDGS INC
+$3.8M
32,723
增持
VLO
VALERO ENERGY CORP
+$3.7M
84,528
+22%
增持
CVX
CHEVRON CORP NEW
+$3.6M
58,172
+1%
减持
—
ACCENTURE PLC IRELAND
-$3.5M
730
-94%
增持
IVE
ISHARES TR
+$2.8M
63,476
+31%
建仓
DEED
FIRST TR EXCHNG TRADED FD VI
+$2.5M
104,450
清仓
—
WORLD GOLD TR
-$2.5M
0
-100%
增持
QUAL
ISHARES TR
+$2.4M
62,791
+37%
清仓
BNDW
VANGUARD SCOTTSDALE FDS
-$2.3M
0
-100%
清仓
MGM
MGM RESORTS INTERNATIONAL
-$2.2M
0
-100%
建仓
USB
US BANCORP DEL
+$2.1M
39,554
减持
EFA
ISHARES TR
-$1.9M
88,741
-18%
清仓
—
DRAFTKINGS INC
-$1.8M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$1.8M
78,230
+0%
减持
—
STORE CAP CORP
-$1.5M
11,400
-80%
减持
JPM
JPMORGAN CHASE & CO
-$1.5M
53,967
-0%
增持
ACWI
ISHARES TR
+$1.4M
61,456
+29%
减持
BSV
VANGUARD BD INDEX FDS
-$1.3M
156,886
-5%
清仓
—
AZEK CO INC
-$1.3M
0
-100%
增持
GLD
SPDR GOLD TR
+$1.2M
14,582
+70%
清仓
EWG
ISHARES INC
-$1.2M
0
-100%
增持
PFE
PFIZER INC
+$1.2M
71,496
+23%
减持
AAPL
APPLE INC
+$1.1M
59,848
-9%
建仓
IWN
ISHARES TR
+$1.1M
7,000
减持
UNH
UNITEDHEALTH GROUP INC
+$1.1M
11,791
-6%
增持
PSX
PHILLIPS 66
+$1.1M
30,723
+40%
减持
LLY
LILLY ELI & CO
+$1.1M
27,939
-7%
增持
IJJ
ISHARES TR
+$1.0M
38,000
+24%
增持
IVV
ISHARES TR
+$1.0M
2,944
+279%
增持
SWK
STANLEY BLACK & DECKER INC
-$933.0K
26,370
+0%
建仓
MBB
ISHARES TR
+$929.0K
9,117
减持
CME
CME GROUP INC
+$913.0K
23,911
-3%
减持
IWM
ISHARES TR
-$906.0K
29,622
-7%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$864.0K
70,965
-16%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$845.0K
120,040
-4%
减持
CLX
CLOROX CO DEL
-$826.0K
2,395
-66%
清仓
MUB
ISHARES TR
-$803.0K
0
-100%
增持
MRK
MERCK & CO INC
+$789.0K
33,662
+28%
增持
HE
HAWAIIAN ELEC INDUSTRIES
+$767.0K
43,348
+66%
清仓
ABBV
ABBVIE INC
-$731.0K
0
-100%
增持
GSG
ISHARES S&P GSCI COMMODITY-
+$717.0K
92,700
+13%
增持
SPTM
SPDR SER TR
+$678.0K
27,361
+72%
增持
KHC
KRAFT HEINZ CO
+$642.0K
51,278
+37%
减持
VXF
VANGUARD INDEX FDS
-$634.0K
31,278
-2%
减持
SHY
ISHARES TR
-$633.0K
220,269
-0%
清仓
ED
CONSOLIDATED EDISON INC
-$626.0K
0
-100%
增持
FALN
ISHARES TR
+$598.0K
35,375
+177%
增持
SUB
ISHARES TR
+$580.0K
57,509
+14%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$529.0K
1
清仓
SDY
SPDR SER TR
-$519.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$470.0K
15,913
+1%
建仓
AMT
AMERICAN TOWER CORP NEW
+$466.0K
1,855
清仓
AOM
ISHARES TR
-$464.0K
0
-100%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$418.0K
8,533
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$413.0K
5,060
+1%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$412.0K
1,019
-37%
增持
SPMD
SPDR SER TR
+$407.0K
33,372
+32%
建仓
DLR
DIGITAL RLTY TR INC
+$394.0K
2,776
减持
ELV
ANTHEM INC
-$385.0K
1,181
-54%
清仓
FRME
FIRST MERCHANTS CORP
-$364.0K
0
-100%
清仓
CRL
CHARLES RIV LABS INTL INC
-$345.0K
0
-100%
清仓
MTUM
ISHARES TR
-$344.0K
0
-100%
清仓
FNDE
SCHWAB STRATEGIC TR
-$312.0K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$310.0K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
+$310.0K
30,219
-21%
建仓
UNP
UNION PAC CORP
+$301.0K
1,101
建仓
DDWM
WISDOMTREE TR
+$295.0K
9,598
清仓
FLRN
SPDR SER TR
-$294.0K
0
-100%
清仓
RFV
INVESCO EXCHANGE TRADED FD T
-$293.0K
0
-100%
建仓
AMGN
AMGEN INC
+$287.0K
1,185
清仓
PNC
PNC FINL SVCS GROUP INC
-$283.0K
0
-100%
清仓
T
AT&T INC
-$281.0K
0
-100%
增持
SPSM
SPDR SER TR
+$279.0K
22,507
+43%
清仓
MSCI
MSCI INC
-$277.0K
0
-100%
建仓
NVDA
NVIDIA CORPORATION
+$273.0K
999
清仓
—
UNILEVER PLC
-$273.0K
0
-100%
清仓
—
INNOVATOR ETFS TR II
-$269.0K
0
-100%
建仓
UCON
FIRST TR EXCHNG TRADED FD VI
+$267.0K
10,443
清仓
SCJ
ISHARES INC
-$267.0K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$260.0K
37,883
+1%
清仓
TXN
TEXAS INSTRS INC
-$251.0K
0
-100%
清仓
STOT
SSGA ACTIVE TR
-$249.0K
0
-100%
清仓
POOL
POOL CORP
-$246.0K
0
-100%
清仓
SITE
SITEONE LANDSCAPE SUPPLY INC
-$241.0K
0
-100%
增持
SPIP
SPDR SER TR
+$241.0K
34,809
+33%
清仓
SQ
SQUARE INC
-$240.0K
0
-100%
清仓
UAL
UNITED AIRLS HLDGS INC
-$240.0K
0
-100%
清仓
SMG
SCOTTS MIRACLE-GRO CO
-$239.0K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
-$225.0K
52,553
+2%
建仓
MA
MASTERCARD INCORPORATED
+$223.0K
623
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$222.0K
80,299
+14%
增持
DIS
DISNEY WALT CO
+$218.0K
41,128
+28%
清仓
CDW
CDW CORP
-$217.0K
0
-100%
清仓
EFX
EQUIFAX INC
-$217.0K
0
-100%
清仓
ORCL
ORACLE CORP
-$216.0K
0
-100%
清仓
NDSN
NORDSON CORP
-$216.0K
0
-100%
清仓
DBX
DROPBOX INC
-$215.0K
0
-100%
清仓
THO
THOR INDS INC
-$214.0K
0
-100%
清仓
FYX
FIRST TR SML CP CORE ALPHA F
-$212.0K
0
-100%
清仓
—
COOPER COS INC
-$209.0K
0
-100%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$209.0K
0
-100%
增持
HD
HOME DEPOT INC
+$209.0K
4,953
+28%
减持
SPYD
SPDR SER TR
+$209.0K
51,422
-2%
清仓
SYK
STRYKER CORPORATION
-$208.0K
0
-100%
清仓
BA
BOEING CO
-$207.0K
0
-100%
清仓
CPRT
COPART INC
-$207.0K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$206.0K
0
-100%
清仓
CRM
SALESFORCE COM INC
-$205.0K
0
-100%
清仓
ANSS
ANSYS INC
-$201.0K
0
-100%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$201.0K
0
-100%
增持
MINT
PIMCO ETF TR
+$197.0K
27,082
+10%
减持
BAC
BK OF AMERICA CORP
-$196.0K
133,641
-1%
减持
IGSB
ISHARES TR
-$188.0K
39,300
-3%
增持
TSLA
TESLA INC
+$188.0K
442
+19%
减持
CMCSA
COMCAST CORP NEW
-$187.0K
8,508
-13%
减持
IAGG
ISHARES TR
-$182.0K
11,296
-19%
增持
IGIB
ISHARES TR
-$173.0K
33,928
+0%
增持
JNJ
JOHNSON & JOHNSON
+$163.0K
9,914
+0%
增持
UPS
UNITED PARCEL SERVICE INC
+$158.0K
4,020
+4%
减持
CSCO
CISCO SYS INC
-$157.0K
17,511
-16%
减持
ZTS
ZOETIS INC
-$152.0K
1,353
-35%
增持
SPYG
SPDR SER TR
+$149.0K
31,601
+4%
减持
PGR
PROGRESSIVE CORP
-$148.0K
2,245
-50%
清仓
F
FORD MTR CO DEL
-$147.0K
0
-100%