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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 21
增持 26
减持 69
清仓 34
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SER TR
+$11.3M
563,273
+103%
减持
BSV
VANGUARD BD INDEX FDS
-$7.4M
33,014
-74%
减持
IVE
ISHARES TR
-$6.5M
19,764
-70%
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
ESGU
ISHARES TR
+$5.8M
115,739
+186%
清仓
PRF
INVESCO EXCHANGE TRADED FD T
-$5.4M
0
-100%
清仓
SPAB
SPDR SER TR
-$5.3M
0
-100%
减持
SWK
STANLEY BLACK & DECKER INC
-$4.6M
8,976
-82%
清仓
PYPL
PAYPAL HLDGS INC
-$4.1M
0
-100%
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$4.0M
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$4.0M
16,733
+1232%
清仓
—
PENTAIR PLC
-$3.9M
0
-100%
减持
BAC
BK OF AMERICA CORP
-$3.8M
13,008
-90%
清仓
VOO
VANGUARD INDEX FDS
-$3.7M
0
-100%
建仓
SPIB
SPDR SER TR
+$3.4M
108,916
建仓
OXY
OCCIDENTAL PETE CORP
+$3.3M
53,576
减持
DIS
DISNEY WALT CO
-$3.2M
5,887
-85%
建仓
NVO
NOVO-NORDISK A S
+$3.2M
31,836
减持
SPY
SPDR S&P 500 ETF TR
-$3.2M
64,002
-7%
建仓
EFG
ISHARES TR
+$3.1M
42,699
清仓
IEMG
ISHARES INC
-$3.0M
0
-100%
建仓
ZTS
ZOETIS INC
+$3.0M
20,380
增持
HD
HOME DEPOT INC
+$2.8M
15,102
+213%
清仓
MINT
PIMCO ETF TR
-$2.7M
0
-100%
增持
CVX
CHEVRON CORP NEW
+$2.6M
71,614
+35%
减持
SPSM
SPDR SER TR
-$2.5M
53,884
-55%
清仓
SPDW
SPDR INDEX SHS FDS
-$2.4M
0
-100%
建仓
GOVT
ISHARES TR
+$2.4M
103,255
减持
IJJ
ISHARES TR
-$2.2M
19,727
-53%
增持
NEM
NEWMONT CORP
-$2.1M
179,305
+11%
建仓
VTV
VANGUARD INDEX FDS
+$2.1M
16,613
减持
PM
PHILIP MORRIS INTL INC
-$2.0M
117,958
-1%
减持
VXF
VANGUARD INDEX FDS
-$1.8M
13,879
-49%
减持
TFC
TRUIST FINL CORP
-$1.7M
152,910
-13%
清仓
SPYV
SPDR SER TR
-$1.5M
0
-100%
建仓
—
PARAMOUNT GLOBAL
+$1.5M
77,558
建仓
EELV
INVESCO EXCH TRADED FD TR II
+$1.4M
65,415
减持
—
MEDTRONIC PLC
-$1.2M
55,262
-12%
建仓
HDV
ISHARES TR
+$1.0M
11,448
建仓
USMV
ISHARES TR
+$1.0M
15,728
建仓
IJR
ISHARES TR
+$1.0M
11,598
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$1.0M
0
-100%
减持
KO
COCA COLA CO
-$972.0K
135,857
-0%
减持
IJH
ISHARES TR
-$969.0K
113,098
-1%
减持
SHY
ISHARES TR
-$958.0K
196,338
-4%
建仓
ESGE
ISHARES INC
+$924.0K
33,387
减持
EFA
ISHARES TR
-$897.0K
80,652
-7%
清仓
MBB
ISHARES TR
-$893.0K
0
-100%
清仓
MMM
3M CO
-$765.0K
0
-100%
减持
LNG
CHENIERE ENERGY INC
+$751.0K
24,348
-2%
减持
FLOT
ISHARES TR
-$745.0K
28,446
-35%
减持
VZ
VERIZON COMMUNICATIONS INC
-$736.0K
42,228
-8%
减持
PFE
PFIZER INC
-$724.0K
68,638
-3%
减持
V
VISA INC
-$684.0K
20,590
-7%
减持
CME
CME GROUP INC
-$621.0K
22,000
-0%
增持
IAGG
ISHARES TR
+$613.0K
44,399
+44%
清仓
DEED
FIRST TR EXCHNG TRADED FD VI
-$586.0K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$544.0K
22,797
-2%
建仓
IUSB
ISHARES TR
+$525.0K
11,795
建仓
SCHZ
SCHWAB STRATEGIC TR
+$513.0K
11,327
减持
EFV
ISHARES TR
-$511.0K
86,431
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$505.0K
91,589
-1%
减持
JPM
JPMORGAN CHASE & CO
-$496.0K
55,015
-1%
建仓
IYW
ISHARES TR
+$484.0K
6,600
建仓
IFRA
ISHARES TR
+$480.0K
14,894
清仓
ULTA
ULTA BEAUTY INC
-$429.0K
0
-100%
减持
MSFT
MICROSOFT CORP
-$411.0K
14,021
-2%
建仓
COMT
ISHARES U S ETF TR
+$401.0K
11,221
减持
BND
VANGUARD BD INDEX FDS
-$397.0K
45,804
-6%
减持
—
ACTIVISION BLIZZARD INC
-$390.0K
78,273
-2%
增持
XLE
SELECT SECTOR SPDR TR
+$373.0K
35,735
+16%
清仓
CMCSA
COMCAST CORP NEW
-$360.0K
0
-100%
建仓
SCHP
SCHWAB STRATEGIC TR
+$357.0K
6,885
减持
MRK
MERCK & CO INC
-$354.0K
30,695
-7%
减持
LLY
LILLY ELI & CO
-$346.0K
28,535
-3%
清仓
KMB
KIMBERLY-CLARK CORP
-$324.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$313.0K
8,998
-10%
增持
HE
HAWAIIAN ELEC INDUSTRIES
-$310.0K
50,832
+0%
清仓
LMT
LOCKHEED MARTIN CORP
-$297.0K
0
-100%
增持
CVS
CVS HEALTH CORP
+$291.0K
5,878
+102%
清仓
PGR
PROGRESSIVE CORP
-$291.0K
0
-100%
减持
USB
US BANCORP DEL
-$274.0K
47,150
-0%
清仓
INTC
INTEL CORP
-$269.0K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$267.0K
0
-100%
清仓
T
AT&T INC
-$266.0K
0
-100%
清仓
—
STORE CAP CORP
-$265.0K
0
-100%
减持
ELV
ELEVANCE HEALTH INC
-$263.0K
912
-35%
清仓
ABBV
ABBVIE INC
-$254.0K
0
-100%
增持
KHC
KRAFT HEINZ CO
-$251.0K
53,976
+0%
清仓
META
META PLATFORMS INC
-$248.0K
0
-100%
增持
GLDM
WORLD GOLD TR
-$240.0K
144,707
+4%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$239.0K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$238.0K
0
-100%
清仓
IEFA
ISHARES TR
-$237.0K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$232.0K
0
-100%
增持
AAPL
APPLE INC
+$225.0K
55,063
+2%
清仓
TRV
TRAVELERS COMPANIES INC
-$225.0K
0
-100%
建仓
TLH
ISHARES TR
+$222.0K
2,042
建仓
FIX
COMFORT SYS USA INC
+$222.0K
2,282
减持
SPYD
SPDR SER TR
-$221.0K
47,721
-0%
减持
CMI
CUMMINS INC
+$219.0K
30,862
-1%
减持
IGIB
ISHARES TR
-$218.0K
28,782
-9%
清仓
CI
CIGNA CORP NEW
-$211.0K
0
-100%
减持
IGSB
ISHARES TR
-$209.0K
33,494
-9%
清仓
VYMI
VANGUARD WHITEHALL FDS
-$205.0K
0
-100%
清仓
—
SVB FINANCIAL GROUP
-$204.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$204.0K
10,229
-2%
清仓
GILD
GILEAD SCIENCES INC
-$201.0K
0
-100%
减持
—
EXXON MOBIL CORP
-$199.0K
6,174
-28%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$190.0K
3,933
-13%
增持
GOOGL
ALPHABET INC
-$189.0K
3,900
+1412%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$186.0K
38,933
-1%
减持
VTI
VANGUARD INDEX FDS
-$186.0K
1,320
-41%
增持
QQQ
INVESCO QQQ TR
-$168.0K
13,186
+0%
增持
GLD
SPDR GOLD TR
-$160.0K
15,412
+2%
减持
DUK
DUKE ENERGY CORP NEW
-$159.0K
2,168
-36%
增持
GOOG
ALPHABET INC
-$135.0K
2,810
+1419%
减持
AMT
AMERICAN TOWER CORP NEW
-$127.0K
1,747
-11%
增持
SPIP
SPDR SER TR
-$124.0K
69,447
+1%
增持
SPMD
SPDR SER TR
+$123.0K
39,001
+12%
减持
WMT
WALMART INC
-$114.0K
1,543
-40%
减持
SO
SOUTHERN CO
-$109.0K
5,661
-18%
增持
IWM
ISHARES TR
-$106.0K
24,451
+0%
减持
SUB
ISHARES TR
-$106.0K
43,035
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$105.0K
10,317
-0%
减持
XLV
SELECT SECTOR SPDR TR
-$105.0K
14,366
-0%
减持
XLK
SELECT SECTOR SPDR TR
-$98.0K
8,133
-3%
减持
DLR
DIGITAL RLTY TR INC
-$95.0K
2,722
-3%
减持
XLRE
SELECT SECTOR SPDR TR
-$81.0K
13,451
-3%
增持
IDV
ISHARES TR
-$79.0K
30,106
+8%
减持
XLF
SELECT SECTOR SPDR TR
-$74.0K
63,682
-0%
减持
RMD
RESMED INC
+$72.0K
16,253
-2%
减持
FCTR
FIRST TR EXCHANGE-TRADED FD
-$71.0K
16,250
-11%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$67.0K
50,767
-7%
减持
TIP
ISHARES TR
-$59.0K
5,519
-1%
减持
LFEQ
VANECK ETF TRUST
-$59.0K
5,966
-14%
减持
MCD
MCDONALDS CORP
-$57.0K
1,110
-12%
减持
AMZN
AMAZON COM INC
+$56.0K
35,292
-5%
增持
TSLA
TESLA INC
+$54.0K
1,168
+207%
减持
LQD
ISHARES TR
-$53.0K
6,358
-1%
增持
PSX
PHILLIPS 66
+$50.0K
32,576
+4%
增持
IVV
ISHARES TR
-$50.0K
2,936
+1%
减持
CSCO
CISCO SYS INC
-$49.0K
14,820
-2%
减持
PTMC
PACER FDS TR
-$45.0K
6,890
-11%
减持
CLX
CLOROX CO DEL
-$45.0K
2,223
-5%
减持
AMGN
AMGEN INC
-$43.0K
1,072
-9%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$38.0K
1,000
-2%
增持
SPTM
SPDR SER TR
+$38.0K
30,296
+9%
减持
TJX
TJX COS INC NEW
+$36.0K
140,792
-10%
增持
EMB
ISHARES TR
-$25.0K
6,320
+2%
减持
AEO
AMERICAN EAGLE OUTFITTERS IN
-$21.0K
13,500
-0%
