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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 128 项
建仓 12
增持 23
减持 45
清仓 48
方向
标的
Δ市值
现股数(环比)
减持
KO
COCA COLA CO
-$5.3M
10,763
-89%
建仓
TGT
TARGET CORP
+$4.4M
33,380
增持
UNH
UNITEDHEALTH GROUP INC
+$4.1M
17,625
+90%
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。
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$3.5M
0
-100%
减持
AAPL
APPLE INC
+$2.4M
85,084
-0%
减持
SPY
SPDR SP 500 ETF TR
+$2.3M
71,517
-0%
减持
LLY
LILLY ELI CO
+$2.3M
21,144
-5%
减持
SPYM
SPDR SER TR
+$2.1M
564,111
-1%
清仓
CCI
CROWN CASTLE INC
-$1.8M
0
-100%
增持
MSFT
Microsoft
+$1.5M
32,552
+121%
清仓
PG
PROCTER AND GAMBLE CO
-$1.3M
0
-100%
减持
GNRC
GENERAC HLDGS INC
+$1.2M
30,715
-1%
清仓
JNJ
JOHNSON & JOHNSON
-$1.2M
0
-100%
建仓
GTBIF
Green Thumb Industries Inc. (USD)
+$1.1M
33,461
清仓
XLK
SELECT SECTOR SPDR TR
-$1.1M
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.1M
0
-100%
清仓
IVV
ISHARES TR
-$1.0M
0
-100%
减持
QQQ
INVESCO QQQ TR
+$1.0M
21,297
-0%
建仓
VC
Visteon Corp
+$913.6K
10,782
清仓
MRK
MERCK & CO INC
-$882.7K
0
-100%
清仓
AAP
ADVANCE AUTO PARTS INC
-$841.9K
0
-100%
清仓
PSX
PHILLIPS 66
-$831.2K
0
-100%
减持
IJH
ISHARES TR
+$829.6K
91,578
-1%
建仓
ETSY
Etsy Inc
+$828.7K
11,411
建仓
SCHD
Schwab US Dividend Equity ETF
+$780.3K
11,764
清仓
UPS
UNITED PARCEL SERVICE INC
-$760.4K
0
-100%
减持
JPM
JPMORGAN CHASE CO
+$758.7K
53,438
-1%
建仓
BALT
INNOVATOR ETFS TR
+$739.6K
26,517
建仓
CIEN
Ciena Corp
+$714.1K
16,635
减持
AMZN
AMAZON COM INC
+$657.2K
25,611
-1%
建仓
VNQ
Vanguard REIT ETF
+$647.2K
14,776
清仓
XLV
SELECT SECTOR SPDR TR
-$646.9K
0
-100%
减持
TJX
TJX COS INC NEW
+$633.2K
106,891
-1%
清仓
DIS
DISNEY WALT CO
-$633.0K
0
-100%
减持
OXY
OCCIDENTAL PETE CORP
-$593.3K
147,087
-1%
建仓
SCHA
Schwab US Small Cap ETF
+$572.4K
23,241
减持
SUB
ISHARES TR
-$567.4K
33,049
-14%
减持
CVX
CHEVRON CORP NEW
-$553.1K
54,479
-3%
减持
IJJ
ISHARES TR
+$546.5K
159,239
-1%
减持
PFE
PFIZER INC
-$523.4K
21,601
-33%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$513.4K
0
-100%
增持
IDV
ISHARES TR
-$476.6K
411,992
+0%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$465.6K
0
-100%
减持
—
LIBERTY MEDIA CORP DEL
+$455.9K
101,452
-1%
减持
HD
HOME DEPOT INC
+$425.3K
30,635
-1%
清仓
ELV
ELEVANCE HEALTH INC
-$419.3K
0
-100%
清仓
PPG
PPG INDS INC
-$413.7K
0
-100%
清仓
LQD
ISHARES TR
-$411.8K
0
-100%
清仓
GOOGL
ALPHABET INC
-$409.3K
0
-100%
清仓
—
EXXON MOBIL CORP
-$408.4K
0
-100%
清仓
SCHP
SCHWAB STRATEGIC TR
-$367.3K
0
-100%
清仓
UNP
UNION PAC CORP
-$367.2K
0
-100%
清仓
LOW
LOWES COS INC
-$361.3K
0
-100%
建仓
HYG
iShares iBoxx High Yield Bond ETF
+$360.6K
11,660
清仓
JNK
SPDR SER TR
-$346.1K
0
-100%
减持
SHY
ISHARES TR
-$341.2K
37,073
-9%
减持
—
ACCENTURE PLC IRELAND
+$332.0K
16,449
-1%
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$329.5K
0
-100%
建仓
PFF
iShares U.S. Preferred Stock ETF
+$322.2K
12,236
清仓
GOOG
ALPHABET INC
-$314.6K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$305.8K
0
-100%
建仓
KEY
KEYCORP
+$298.7K
32,325
减持
CME
CME GROUP INC
-$278.8K
36,751
-1%
清仓
COP
CONOCOPHILLIPS
-$272.8K
0
-100%
清仓
SNOW
SNOWFLAKE INC
-$262.3K
0
-100%
清仓
PEP
PEPSICO INC
-$258.5K
0
-100%
清仓
TLH
ISHARES TR
-$257.3K
0
-100%
清仓
—
SPLUNK INC
-$249.3K
0
-100%
清仓
QSR
RESTAURANT BRANDS INTL INC
-$248.4K
0
-100%
清仓
CLX
CLOROX CO DEL
-$242.6K
0
-100%
清仓
TSLA
TESLA INC
-$242.3K
0
-100%
清仓
EMB
ISHARES TR
-$235.2K
0
-100%
清仓
TIP
ISHARES TR
-$230.0K
0
-100%
清仓
SDY
SPDR SER TR
-$229.1K
0
-100%
清仓
WMT
WALMART INC
-$226.7K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$223.2K
0
-100%
清仓
SNA
SNAP ON INC
-$219.3K
0
-100%
清仓
FIX
COMFORT SYS USA INC
-$216.5K
0
-100%
清仓
VYMI
VANGUARD WHITEHALL FDS
-$216.1K
0
-100%
清仓
LFEQ
VANECK ETF TRUST
-$215.5K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$210.3K
0
-100%
减持
—
ACTIVISION BLIZZARD INC
-$206.3K
109,764
-1%
减持
IWM
ISHARES TR
+$201.4K
23,518
-0%
清仓
—
CITIUS PHARMACEUTICALS INC
-$182.3K
0
-100%
减持
V
VISA INC
+$178.1K
18,885
-1%
减持
LNG
CHENIERE ENERGY INC
-$152.7K
23,001
-1%
增持
SPMD
SPDR SER TR
+$151.8K
42,602
+4%
增持
SPTM
SPDR SER TR
+$136.0K
24,615
+3%
增持
VTV
VANGUARD INDEX FDS
+$122.0K
17,654
+2%
增持
DUK
DUKE ENERGY CORP NEW
-$109.3K
18,681
+1%
清仓
EELV
INVESCO EXCH TRADED FD TR II
-$108.5K
0
-100%
增持
GLDM
WORLD GOLD TR
-$107.3K
144,769
+1%
减持
PM
PHILIP MORRIS INTL INC
-$105.2K
93,209
-2%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$103.0K
18,765
-5%
减持
CSCO
CISCO SYS INC
-$92.6K
12,246
-12%
清仓
—
INFINERA CORP
-$85.1K
0
-100%
增持
SPSM
SPDR SER TR
+$82.9K
56,449
+1%
减持
SPIP
SPDR SER TR
-$74.2K
69,476
-1%
增持
EFA
ISHARES TR
+$71.1K
38,996
+1%
减持
IVE
ISHARES TR
+$60.4K
18,312
-4%
减持
SPIB
SPDR SER TR
-$59.4K
111,329
-0%
增持
KHC
KRAFT HEINZ CO
-$58.8K
21,286
+1%
增持
GLD
SPDR GOLD TR
-$57.2K
15,412
+1%
增持
GSG
ISHARES SP GSCI COMMODITY-
-$53.4K
90,170
+0%
减持
GOVT
ISHARES TR
-$52.8K
104,611
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$51.0K
87,034
+1%
减持
SPYD
SPDR SER TR
-$47.8K
45,160
-0%
减持
VXF
VANGUARD INDEX FDS
+$45.9K
13,212
-4%
减持
RMD
RESMED INC
-$38.5K
15,595
-1%
减持
FLOT
ISHARES TR
-$37.3K
26,243
-4%
减持
NVO
NOVO-NORDISK A S
+$35.7K
22,264
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$28.0K
30,142
-0%
减持
FCTR
FIRST TR EXCHANGE-TRADED FD
-$26.2K
13,280
-3%
增持
XLF
SELECT SECTOR SPDR TR
+$25.6K
15,654
+0%
减持
IAGG
ISHARES TR
-$20.7K
46,905
-2%
增持
XLE
SELECT SECTOR SPDR TR
-$18.6K
20,898
+1%
增持
XLRE
SELECT SECTOR SPDR TR
+$17.1K
11,427
+3%
减持
ZTS
ZOETIS INC
-$15.5K
20,278
-4%
增持
BAC
BANK AMERICA CORP
+$13.9K
11,888
+4%
减持
BSV
VANGUARD BD INDEX FDS
-$11.3K
11,558
-0%
减持
CMI
CUMMINS INC
-$9.7K
18,005
-3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$9.3K
11,089
+7%
减持
—
MEDTRONIC PLC
-$9.3K
10,209
-9%
增持
BND
VANGUARD BD INDEX FDS
+$8.9K
32,512
+2%
减持
IGSB
ISHARES TR
-$7.8K
13,690
-0%
增持
IGIB
ISHARES TR
-$7.8K
11,653
+0%
增持
FALN
ISHARES TR
+$6.7K
41,444
+0%
增持
PGX
INVESCO EXCH TRADED FD TR II
-$3.4K
35,671
+0%