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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 114 项
建仓 8
增持 27
减持 69
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
SHY
ISHARES TR
-$11.4M
55,844
-72%
清仓
TFC
TRUIST FINL CORP
-$6.7M
0
-100%
增持
HD
HOME DEPOT INC
+$6.4M
33,555
+122%
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
NEM
NEWMONT CORP
-$4.8M
58,903
-67%
减持
—
MEDTRONIC PLC
-$4.2M
3,184
-94%
增持
AAPL
APPLE INC
+$3.5M
85,296
+55%
增持
TJX
TJX COS INC NEW
+$3.1M
149,241
+6%
减持
AMZN
AMAZON COM INC
-$2.9M
12,508
-65%
减持
EFA
ISHARES TR
-$2.7M
27,388
-66%
增持
—
ACTIVISION BLIZZARD INC
+$2.6M
110,460
+41%
增持
SUB
ISHARES TR
+$2.6M
67,200
+56%
减持
CVX
CHEVRON CORP NEW
+$2.5M
71,176
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$2.3M
65,688
+3%
增持
PM
PHILIP MORRIS INTL INC
+$2.2M
118,153
+0%
增持
QQQ
INVESCO QQQ TR
+$1.9M
20,346
+54%
减持
IJH
ISHARES TR
+$1.9M
110,264
-3%
增持
DUK
DUKE ENERGY CORP NEW
+$1.8M
19,378
+794%
建仓
GNRC
GENERAC HLDGS INC
+$1.8M
17,468
增持
JPM
JPMORGAN CHASE & CO
+$1.7M
55,523
+1%
减持
SPYM
SPDR SER TR
+$1.7M
563,023
-0%
减持
USB
US BANCORP DEL
-$1.1M
17,318
-63%
减持
NVO
NOVO-NORDISK A S
+$1.1M
31,802
-0%
建仓
XLU
SELECT SECTOR SPDR TR
+$1.1M
15,038
减持
BSV
VANGUARD BD INDEX FDS
-$986.8K
19,703
-40%
减持
CMI
CUMMINS INC
+$985.8K
29,992
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$920.0K
17,341
-59%
清仓
IWN
ISHARES TR
-$903.0K
0
-100%
减持
KO
COCA COLA CO
+$861.2K
133,190
-2%
增持
IDV
ISHARES TR
+$828.6K
55,470
+84%
减持
BND
VANGUARD BD INDEX FDS
-$669.7K
36,154
-21%
减持
PSX
PHILLIPS 66
+$599.7K
31,031
-5%
减持
MRK
MERCK & CO INC
+$583.0K
29,085
-5%
增持
XLE
SELECT SECTOR SPDR TR
+$558.8K
35,816
+0%
减持
IGSB
ISHARES TR
-$541.9K
22,262
-34%
减持
V
VISA INC
+$539.2K
20,202
-2%
减持
IGIB
ISHARES TR
-$498.6K
18,005
-37%
减持
LLY
LILLY ELI & CO
+$485.3K
26,548
-7%
增持
GSG
ISHARES S&P GSCI COMMODITY-
+$459.7K
90,000
+28%
减持
LNG
CHENIERE ENERGY INC
-$452.6K
23,922
-2%
增持
UPS
UNITED PARCEL SERVICE INC
+$412.0K
23,556
+3%
增持
OXY
OCCIDENTAL PETE CORP
+$397.5K
58,573
+9%
减持
GLDM
WORLD GOLD TR
+$386.3K
142,535
-2%
清仓
AMT
AMERICAN TOWER CORP NEW
-$375.0K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$367.7K
17,231
+4%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$350.3K
1,041
减持
KHC
KRAFT HEINZ CO
+$333.2K
52,400
-3%
减持
HE
HAWAIIAN ELEC INDUSTRIES
+$328.3K
49,947
-2%
减持
IVE
ISHARES TR
+$294.8K
19,541
-1%
减持
CVS
CVS HEALTH CORP
-$288.0K
2,939
-50%
清仓
DLR
DIGITAL RLTY TR INC
-$270.0K
0
-100%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$262.0K
0
-100%
建仓
CCI
CROWN CASTLE INC
+$260.4K
1,920
清仓
MCD
MCDONALDS CORP
-$256.0K
0
-100%
减持
—
PARAMOUNT GLOBAL
-$253.7K
72,470
-7%
减持
RMD
RESMED INC
-$247.3K
15,859
-2%
清仓
AMGN
AMGEN INC
-$242.0K
0
-100%
减持
SPTM
SPDR SER TR
-$240.2K
23,172
-24%
建仓
CMCSA
COMCAST CORP NEW
+$239.3K
6,843
建仓
ITW
ILLINOIS TOOL WKS INC
+$227.8K
1,034
增持
MSFT
MICROSOFT CORP
+$225.8K
14,556
+4%
建仓
SDY
SPDR SER TR
+$224.2K
1,792
清仓
FIX
COMFORT SYS USA INC
-$222.0K
0
-100%
清仓
PTMC
PACER FDS TR
-$222.0K
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
+$219.6K
62,942
-1%
减持
SWK
STANLEY BLACK & DECKER INC
-$219.2K
6,067
-32%
减持
GLD
SPDR GOLD TR
+$218.0K
15,339
-0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$209.2K
38,724
-1%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$207.8K
3,488
减持
IJJ
ISHARES TR
+$193.6K
19,530
-1%
增持
CME
CME GROUP INC
-$190.6K
22,041
+0%
减持
XLV
SELECT SECTOR SPDR TR
+$188.8K
14,198
-1%
减持
SPYD
SPDR SER TR
+$186.8K
47,493
-0%
减持
TIP
ISHARES TR
-$182.6K
3,724
-33%
增持
SPSM
SPDR SER TR
+$181.4K
54,541
+1%
增持
SPMD
SPDR SER TR
+$180.1K
39,625
+2%
减持
PFE
PFIZER INC
+$170.2K
61,948
-10%
减持
IWM
ISHARES TR
+$166.2K
24,078
-2%
增持
—
ACCENTURE PLC IRELAND
+$166.2K
16,756
+0%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$143.2K
41,125
-19%
减持
UNH
UNITEDHEALTH GROUP INC
+$127.3K
10,067
-2%
减持
SO
SOUTHERN CO
-$116.4K
3,761
-34%
减持
CSCO
CISCO SYS INC
+$103.5K
14,738
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$85.5K
87,930
-4%
减持
PG
PROCTER AND GAMBLE CO
+$83.0K
9,123
-11%
清仓
—
NUVEEN PFD & INCOME SECS FD
-$75.0K
0
-100%
减持
IVV
ISHARES TR
+$70.5K
2,924
-0%
减持
COP
CONOCOPHILLIPS
-$69.2K
1,880
-34%
减持
—
CITIUS PHARMACEUTICALS INC
-$66.9K
155,850
-1%
减持
VXF
VANGUARD INDEX FDS
+$64.3K
13,761
-1%
减持
—
EXXON MOBIL CORP
-$61.0K
4,334
-30%
减持
CLX
CLOROX CO DEL
-$54.4K
1,643
-26%
减持
PEP
PEPSICO INC
+$52.4K
3,495
-1%
增持
SBUX
STARBUCKS CORP
+$48.3K
2,926
+2%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$45.4K
9,283
+1%
减持
XLRE
SELECT SECTOR SPDR TR
-$41.6K
11,980
-11%
减持
FLOT
ISHARES TR
-$36.3K
27,692
-3%
增持
DIS
DISNEY WALT CO
-$35.4K
5,981
+2%
减持
GOVT
ISHARES TR
-$31.1K
102,244
-1%
增持
ZTS
ZOETIS INC
-$26.4K
20,441
+0%
增持
GOOGL
ALPHABET INC
-$24.8K
3,946
+1%
减持
GOOG
ALPHABET INC
-$24.2K
2,770
-1%
减持
FALN
ISHARES TR
+$22.5K
40,412
-1%
减持
EMB
ISHARES TR
+$18.3K
6,151
-3%
减持
LOW
LOWES COS INC
+$18.0K
1,807
-1%
减持
SPIB
SPDR SER TR
+$16.1K
107,669
-1%
减持
LQD
ISHARES TR
+$11.7K
6,286
-1%
减持
JNJ
JOHNSON & JOHNSON
-$10.9K
8,260
-8%
减持
JNK
SPDR SER TR
-$8.4K
2,784
-5%
减持
XLK
SELECT SECTOR SPDR TR
+$5.6K
7,808
-4%
减持
BAC
BANK AMERICA CORP
-$4.8K
11,720
-10%
减持
LFEQ
VANECK ETF TRUST
+$2.9K
5,965
-0%
增持
IAGG
ISHARES TR
+$2.5K
45,184
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$667
3,397
-14%
减持
SPIP
SPDR SER TR
+$317
68,374
-2%
