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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 126 项
建仓 11
增持 44
减持 59
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
IJJ
ISHARES TR
+$14.5M
160,677
+723%
增持
IDV
ISHARES TR
+$9.8M
411,945
+643%
增持
OXY
OCCIDENTAL PETE CORP
+$5.6M
148,038
+153%
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
ESGU
ISHARES TR
-$5.2M
50,672
-56%
增持
SPY
SPDR S&P 500 ETF TR
+$4.3M
71,761
+9%
减持
CVX
CHEVRON CORP NEW
-$3.6M
55,930
-21%
减持
IJH
ISHARES TR
-$3.6M
92,406
-16%
减持
TJX
TJX COS INC NEW
-$3.4M
107,581
-28%
增持
CME
CME GROUP INC
+$3.4M
37,011
+68%
减持
UPS
UNITED PARCEL SERVICE INC
-$3.3M
3,920
-83%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$3.2M
9,142
+778%
减持
SUB
ISHARES TR
-$3.0M
38,267
-43%
增持
AAPL
APPLE INC
+$3.0M
85,325
+0%
建仓
—
LIBERTY MEDIA CORP DEL
+$2.9M
102,344
减持
CMI
CUMMINS INC
-$2.8M
18,519
-38%
清仓
NEM
NEWMONT CORP
-$2.8M
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$2.8M
94,645
-20%
减持
KO
COCA COLA CO
-$2.5M
96,251
-28%
减持
PSX
PHILLIPS 66
-$2.4M
8,199
-74%
减持
MRK
MERCK & CO INC
-$2.3M
8,297
-71%
减持
LLY
LILLY ELI & CO
-$2.1M
22,162
-17%
清仓
HE
HAWAIIAN ELEC INDUSTRIES
-$2.1M
0
-100%
增持
IYW
ISHARES TR
+$2.1M
27,733
+320%
增持
SPYM
SPDR SER TR
+$2.0M
567,194
+1%
建仓
LAMR
LAMAR ADVERTISING CO NEW
+$2.0M
19,676
减持
PFE
PFIZER INC
-$1.9M
32,247
-48%
减持
XLF
SELECT SECTOR SPDR TR
-$1.7M
15,616
-75%
增持
AMZN
AMAZON COM INC
+$1.6M
25,960
+108%
增持
GNRC
GENERAC HLDGS INC
+$1.6M
30,933
+77%
增持
CCI
CROWN CASTLE INC
+$1.6M
13,607
+609%
减持
HD
HOME DEPOT INC
-$1.5M
30,805
-8%
增持
QQQ
INVESCO QQQ TR
+$1.4M
21,371
+5%
减持
XLE
SELECT SECTOR SPDR TR
-$1.4M
20,704
-42%
减持
EELV
INVESCO EXCH TRADED FD TR II
-$1.4M
4,672
-93%
减持
KHC
KRAFT HEINZ CO
-$1.3M
21,061
-60%
增持
EFG
ISHARES TR
+$1.3M
52,207
+22%
减持
XLV
SELECT SECTOR SPDR TR
-$1.3M
4,997
-65%
清仓
HDV
ISHARES TR
-$1.2M
0
-100%
减持
SHY
ISHARES TR
-$1.2M
40,738
-27%
清仓
IJR
ISHARES TR
-$1.1M
0
-100%
清仓
ESGE
ISHARES INC
-$1.0M
0
-100%
增持
—
ACTIVISION BLIZZARD INC
+$1.0M
110,520
+0%
增持
EFA
ISHARES TR
+$958.4K
38,537
+41%
减持
UNH
UNITEDHEALTH GROUP INC
-$942.4K
9,300
-8%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$868.1K
1,120
-64%
减持
—
PARAMOUNT GLOBAL
-$847.3K
16,852
-77%
建仓
AAP
ADVANCE AUTO PARTS INC
+$841.9K
6,923
清仓
USB
US BANCORP DEL
-$755.2K
0
-100%
增持
MSFT
MICROSOFT CORP
+$754.0K
14,724
+1%
减持
NVO
NOVO-NORDISK A S
-$736.8K
22,416
-30%
增持
—
MEDTRONIC PLC
+$661.3K
11,272
+254%
减持
BSV
VANGUARD BD INDEX FDS
-$598.5K
11,567
-41%
增持
ZTS
ZOETIS INC
+$511.9K
21,074
+3%
增持
GLDM
WORLD GOLD TR
+$463.2K
143,737
+1%
清仓
SWK
STANLEY BLACK & DECKER INC
-$455.8K
0
-100%
增持
USMV
ISHARES TR
+$434.8K
21,567
+37%
减持
JPM
JPMORGAN CHASE & CO
-$432.4K
53,820
-3%
减持
IGSB
ISHARES TR
-$414.4K
13,745
-38%
减持
PEP
PEPSICO INC
-$372.9K
1,418
-59%
建仓
UNP
UNION PAC CORP
+$367.2K
1,825
减持
IGIB
ISHARES TR
-$294.4K
11,643
-35%
增持
IUSB
ISHARES TR
+$294.3K
17,927
+52%
清仓
SBUX
STARBUCKS CORP
-$290.3K
0
-100%
减持
EMB
ISHARES TR
-$285.1K
2,726
-56%
减持
JNJ
JOHNSON & JOHNSON
-$282.2K
7,593
-8%
减持
VZ
VERIZON COMMUNICATIONS INC
-$280.0K
10,364
-40%
增持
EFV
ISHARES TR
+$276.2K
87,402
+1%
减持
—
ACCENTURE PLC IRELAND
+$272.7K
16,598
-1%
清仓
SO
SOUTHERN CO
-$268.6K
0
-100%
建仓
SNOW
SNOWFLAKE INC
+$262.3K
1,700
减持
VEA
VANGUARD TAX-MANAGED FDS
-$261.2K
30,197
-22%
清仓
VTI
VANGUARD INDEX FDS
-$252.4K
0
-100%
减持
LQD
ISHARES TR
-$250.9K
3,757
-40%
建仓
—
SPLUNK INC
+$249.3K
2,600
建仓
QSR
RESTAURANT BRANDS INTL INC
+$248.4K
3,700
增持
SCHZ
SCHWAB STRATEGIC TR
+$246.1K
16,324
+44%
减持
BND
VANGUARD BD INDEX FDS
-$242.9K
31,890
-12%
清仓
CMCSA
COMCAST CORP NEW
-$239.3K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$223.2K
2,400
建仓
SNA
SNAP ON INC
+$219.3K
888
建仓
FIX
COMFORT SYS USA INC
+$216.5K
1,483
减持
DUK
DUKE ENERGY CORP NEW
-$210.0K
18,511
-4%
增持
SPIB
SPDR SER TR
+$207.0K
111,854
+4%
减持
GLD
SPDR GOLD TR
+$202.6K
15,308
-0%
清仓
AEO
AMERICAN EAGLE OUTFITTERS IN
-$188.5K
0
-100%
增持
IAGG
ISHARES TR
+$184.2K
47,654
+5%
减持
TIP
ISHARES TR
-$166.4K
2,086
-44%
减持
SPYD
SPDR SER TR
-$157.4K
45,325
-5%
减持
RMD
RESMED INC
+$145.3K
15,736
-1%
减持
XLK
SELECT SECTOR SPDR TR
+$129.7K
7,293
-7%
增持
GOVT
ISHARES TR
+$124.7K
104,684
+2%
增持
SPMD
SPDR SER TR
+$119.1K
41,037
+4%
增持
DIS
DISNEY WALT CO
+$113.4K
6,322
+6%
增持
PPG
PPG INDS INC
+$111.9K
3,097
+29%
减持
V
VISA INC
+$109.6K
19,102
-5%
增持
SPTM
SPDR SER TR
+$108.2K
23,875
+3%
增持
SPIP
SPDR SER TR
+$108.2K
70,097
+3%
增持
IFRA
ISHARES TR
+$98.6K
17,112
+15%
增持
JNK
SPDR SER TR
+$95.6K
3,729
+34%
增持
SPSM
SPDR SER TR
+$93.1K
55,852
+2%
减持
VXF
VANGUARD INDEX FDS
+$92.2K
13,698
-0%
减持
IVV
ISHARES TR
-$90.8K
2,512
-14%
建仓
—
INFINERA CORP
+$85.1K
10,970
减持
FCTR
FIRST TR EXCHANGE-TRADED FD
-$78.3K
13,668
-16%
增持
ITW
ILLINOIS TOOL WKS INC
+$78.0K
1,256
+21%
减持
LNG
CHENIERE ENERGY INC
+$69.7K
23,205
-3%
减持
—
EXXON MOBIL CORP
-$69.7K
3,724
-14%
增持
GOOG
ALPHABET INC
+$68.8K
3,025
+9%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$62.0K
86,374
-2%
减持
CVS
CVS HEALTH CORP
-$61.7K
2,853
-3%
减持
BAC
BANK AMERICA CORP
-$61.0K
11,439
-2%
减持
IVE
ISHARES TR
+$56.5K
19,052
-3%
增持
COP
CONOCOPHILLIPS
+$51.0K
2,750
+46%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$50.8K
35,626
-13%
增持
FALN
ISHARES TR
+$50.1K
41,341
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$38.2K
3,522
+4%
增持
TLH
ISHARES TR
+$37.0K
2,260
+11%
增持
XLU
SELECT SECTOR SPDR TR
-$33.8K
15,163
+1%
增持
VTV
VANGUARD INDEX FDS
-$32.0K
17,281
+0%
减持
CSCO
CISCO SYS INC
+$29.7K
13,892
-6%
减持
XLRE
SELECT SECTOR SPDR TR
-$28.8K
11,065
-8%
减持
PG
PROCTER AND GAMBLE CO
-$26.6K
9,062
-1%
减持
FLOT
ISHARES TR
-$22.8K
27,206
-2%
减持
CLX
CLOROX CO DEL
+$12.0K
1,533
-7%
增持
SDY
SPDR SER TR
+$4.9K
1,852
+3%
减持
IWM
ISHARES TR
+$4.6K
23,558
-2%
