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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 16
增持 53
减持 63
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TR
-$10.0M
13,173
-65%
减持
SPY
SPDR S&P 500 ETF TR
-$9.3M
68,955
-12%
清仓
VLO
VALERO ENERGY CORP
-$8.6M
0
-100%
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
IJH
ISHARES TR
-$8.6M
113,896
-11%
清仓
QUAL
ISHARES TR
-$8.5M
0
-100%
减持
INTC
INTEL CORP
-$6.3M
7,195
-95%
清仓
ACWI
ISHARES TR
-$6.1M
0
-100%
减持
NEM
NEWMONT CORP
-$5.8M
161,843
-17%
建仓
VOO
VANGUARD INDEX FDS
+$3.7M
10,627
清仓
DBEM
DBX ETF TR
-$3.5M
0
-100%
建仓
RMD
RESMED INC
+$3.5M
16,581
增持
UPS
UNITED PARCEL SERVICE INC
+$3.4M
23,156
+476%
增持
SPSM
SPDR SER TR
+$3.4M
119,730
+432%
增持
SPYM
SPDR SER TR
+$3.3M
277,959
+64%
建仓
LNG
CHENIERE ENERGY INC
+$3.3M
24,722
清仓
ELAN
ELANCO ANIMAL HEALTH INC
-$3.1M
0
-100%
减持
AAPL
APPLE INC
-$3.1M
54,014
-10%
建仓
IEMG
ISHARES INC
+$3.0M
62,174
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$3.0M
21,560
-73%
增持
SPAB
SPDR SER TR
+$2.5M
201,003
+97%
建仓
SPDW
SPDR INDEX SHS FDS
+$2.4M
83,860
减持
BSV
VANGUARD BD INDEX FDS
-$2.4M
128,279
-18%
增持
AMZN
AMAZON COM INC
+$2.3M
37,018
+7201%
清仓
SPYG
SPDR SER TR
-$2.1M
0
-100%
减持
IWM
ISHARES TR
-$1.9M
24,435
-18%
减持
DEED
FIRST TR EXCHNG TRADED FD VI
-$1.9M
25,766
-75%
减持
DIS
DISNEY WALT CO
-$1.8M
40,239
-2%
减持
CVX
CHEVRON CORP NEW
-$1.8M
53,044
-9%
减持
ESGU
ISHARES TR
-$1.7M
40,481
-20%
减持
VXF
VANGUARD INDEX FDS
-$1.6M
27,189
-13%
增持
SWK
STANLEY BLACK & DECKER INC
+$1.6M
50,188
+90%
增持
CMI
CUMMINS INC
+$1.6M
31,326
+43%
增持
LLY
LILLY ELI & CO
+$1.6M
29,523
+6%
建仓
SPYV
SPDR SER TR
+$1.5M
42,050
增持
KO
COCA COLA CO
+$1.5M
136,431
+20%
减持
SUB
ISHARES TR
-$1.5M
43,226
-25%
减持
SHY
ISHARES TR
-$1.5M
204,171
-7%
增持
—
ACTIVISION BLIZZARD INC
+$1.4M
79,746
+33%
增持
BAC
BK OF AMERICA CORP
-$1.3M
134,172
+0%
减持
MSFT
MICROSOFT CORP
-$1.2M
14,314
-10%
减持
CME
CME GROUP INC
-$1.2M
22,070
-8%
减持
EFA
ISHARES TR
-$1.1M
86,637
-2%
增持
JPM
JPMORGAN CHASE & CO
-$1.1M
55,464
+3%
增持
TFC
TRUIST FINL CORP
-$1.1M
176,697
+6%
增持
VONG
VANGUARD SCOTTSDALE FDS
-$1.1M
71,233
+0%
增持
IAGG
ISHARES TR
+$944.0K
30,786
+173%
增持
IVE
ISHARES TR
-$884.0K
65,473
+3%
增持
SPIP
SPDR SER TR
+$832.0K
68,485
+97%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$766.0K
92,358
-8%
减持
—
PENTAIR PLC
-$732.0K
85,375
-0%
增持
TJX
TJX COS INC NEW
-$722.0K
155,955
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$698.0K
10,348
-12%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$546.0K
4,543
-10%
增持
V
VISA INC
-$534.0K
22,051
+0%
减持
BND
VANGUARD BD INDEX FDS
-$516.0K
48,678
-7%
减持
XLF
SELECT SECTOR SPDR TR
-$515.0K
63,825
-3%
减持
GSG
ISHARES S&P GSCI COMMODITY-
-$471.0K
70,500
-24%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$430.0K
39,271
-7%
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$418.0K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$417.0K
8,373
-10%
增持
EFV
ISHARES TR
-$351.0K
88,494
+6%
减持
SPYD
SPDR SER TR
-$346.0K
47,951
-7%
减持
CSCO
CISCO SYS INC
-$335.0K
15,058
-14%
增持
GLDM
WORLD GOLD TR
-$331.0K
139,701
+1%
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$323.0K
9,163
清仓
CCI
CROWN CASTLE INTL CORP NEW
-$323.0K
0
-100%
清仓
UNP
UNION PAC CORP
-$301.0K
0
-100%
增持
PYPL
PAYPAL HLDGS INC
+$289.0K
58,318
+78%
清仓
NVDA
NVIDIA CORPORATION
-$273.0K
0
-100%
清仓
ABT
ABBOTT LABS
-$273.0K
0
-100%
清仓
UCON
FIRST TR EXCHNG TRADED FD VI
-$267.0K
0
-100%
建仓
T
AT&T INC
+$266.0K
12,714
清仓
DWLD
DAVIS FUNDAMENTAL ETF TR
-$264.0K
0
-100%
清仓
ZTS
ZOETIS INC
-$255.0K
0
-100%
建仓
SBUX
STARBUCKS CORP
+$254.0K
3,330
减持
IGIB
ISHARES TR
-$254.0K
31,495
-7%
建仓
ABBV
ABBVIE INC
+$254.0K
1,659
减持
GOOGL
ALPHABET INC
-$250.0K
258
-12%
清仓
WFC
WELLS FARGO CO NEW
-$242.0K
0
-100%
增持
HE
HAWAIIAN ELEC INDUSTRIES
+$238.0K
50,667
+17%
清仓
PSR
INVESCO ACTIVELY MANAGED ETF
-$237.0K
0
-100%
减持
MRK
MERCK & CO INC
+$236.0K
32,888
-2%
减持
IVV
ISHARES TR
-$233.0K
2,909
-1%
清仓
NKE
NIKE INC
-$227.0K
0
-100%
建仓
TRV
TRAVELERS COMPANIES INC
+$225.0K
1,332
清仓
MA
MASTERCARD INCORPORATED
-$223.0K
0
-100%
增持
SPTM
SPDR SER TR
-$223.0K
27,917
+2%
减持
TSLA
TESLA INC
-$220.0K
380
-14%
减持
XLV
SELECT SECTOR SPDR TR
-$211.0K
14,389
-4%
建仓
CI
CIGNA CORP NEW
+$211.0K
801
减持
WMT
WALMART INC
-$210.0K
2,578
-27%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$205.0K
3,488
建仓
GILD
GILEAD SCIENCES INC
+$201.0K
3,252
增持
SPMD
SPDR SER TR
-$193.0K
34,800
+4%
减持
XLRE
SELECT SECTOR SPDR TR
-$191.0K
13,822
-12%
减持
GOOG
ALPHABET INC
-$190.0K
185
-13%
减持
IGSB
ISHARES TR
-$173.0K
36,795
-6%
增持
IJJ
ISHARES TR
-$170.0K
42,326
+11%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$158.0K
54,318
-11%
减持
HD
HOME DEPOT INC
-$158.0K
4,831
-2%
减持
IDV
ISHARES TR
-$157.0K
27,864
-3%
建仓
AEO
AMERICAN EAGLE OUTFITTERS IN
+$152.0K
13,555
减持
FLOT
ISHARES TR
-$151.0K
43,569
-5%
减持
FCTR
FIRST TR EXCHANGE-TRADED FD
-$131.0K
18,254
-5%
增持
—
EXXON MOBIL CORP
+$126.0K
8,623
+16%
减持
TIP
ISHARES TR
-$123.0K
5,602
-8%
减持
LQD
ISHARES TR
-$123.0K
6,398
-6%
减持
CVS
CVS HEALTH CORP
-$119.0K
2,908
-24%
减持
PM
PHILIP MORRIS INTL INC
-$115.0K
119,484
-6%
增持
XLE
SELECT SECTOR SPDR TR
-$109.0K
30,781
+2%
增持
—
ACCENTURE PLC IRELAND
+$103.0K
1,256
+72%
减持
VTI
VANGUARD INDEX FDS
-$103.0K
2,242
-3%
增持
KMB
KIMBERLY-CLARK CORP
+$102.0K
2,396
+33%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$99.0K
36,315
+17%
增持
ELV
ELEVANCE HEALTH INC
+$97.0K
1,402
+19%
增持
GLD
SPDR GOLD TR
-$90.0K
15,102
+4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$90.0K
46,093
-3%
增持
PG
PROCTER AND GAMBLE CO
-$89.0K
10,393
+0%
增持
—
MEDTRONIC PLC
+$85.0K
62,720
+26%
减持
IEFA
ISHARES TR
-$82.0K
4,019
-12%
增持
—
SVB FINANCIAL GROUP
-$79.0K
516
+2%
减持
LOW
LOWES COS INC
-$77.0K
2,034
-5%
增持
PSX
PHILLIPS 66
-$74.0K
31,470
+2%
建仓
—
NUVEEN PFD & INCM SECURTIES
+$74.0K
10,225
增持
USB
US BANCORP DEL
+$73.0K
47,262
+19%
增持
EMB
ISHARES TR
-$70.0K
6,178
+1%
减持
—
STORE CAP CORP
-$68.0K
10,150
-11%
增持
ITW
ILLINOIS TOOL WKS INC
+$65.0K
1,464
+52%
减持
PEP
PEPSICO INC
-$60.0K
3,486
-9%
减持
COST
COSTCO WHSL CORP NEW
-$60.0K
496
-4%
减持
LFEQ
VANECK ETF TRUST
-$52.0K
6,941
-6%
增持
MCD
MCDONALDS CORP
+$49.0K
1,268
+19%
增持
META
META PLATFORMS INC
+$44.0K
1,535
+67%
减持
PPG
PPG INDS INC
-$43.0K
2,453
-0%
减持
JNK
SPDR SER TR
-$42.0K
3,005
-2%
减持
ULTA
ULTA BEAUTY INC
-$37.0K
1,114
-5%
增持
MMM
3M CO
-$36.0K
5,913
+10%
增持
AMT
AMERICAN TOWER CORP NEW
+$36.0K
1,964
+6%
增持
MBB
ISHARES TR
-$36.0K
9,161
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$35.0K
691
+16%
增持
PGR
PROGRESSIVE CORP
+$35.0K
2,504
+12%
减持
COP
CONOCOPHILLIPS
-$33.0K
3,173
-0%
增持
KHC
KRAFT HEINZ CO
+$31.0K
53,764
+5%
增持
DLR
DIGITAL RLTY TR INC
-$29.0K
2,810
+1%
减持
PFE
PFIZER INC
+$27.0K
71,099
-1%
减持
SO
SOUTHERN CO
-$26.0K
6,927
-3%
增持
JNJ
JOHNSON & JOHNSON
+$26.0K
10,045
+1%
增持
DDWM
WISDOMTREE TR
+$22.0K
11,344
+18%
增持
FALN
ISHARES TR
-$17.0K
39,215
+11%
增持
DUK
DUKE ENERGY CORP NEW
-$12.0K
3,369
+1%
