小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 138 项
建仓 46
增持 39
减持 31
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$27.4M
130,961
+83%
增持
IJH
ISHARES TR
+$21.9M
174,352
+90%
增持
IJJ
ISHARES TR
+$16.4M
311,393
+96%
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
SPYM
SPDR SER TR
-$16.1M
265,093
-53%
增持
TJX
TJX COS INC NEW
+$10.3M
211,468
+98%
增持
UNH
UNITEDHEALTH GROUP INC
+$9.7M
35,168
+100%
清仓
—
ACTIVISION BLIZZARD INC
-$9.3M
0
-100%
增持
OXY
OCCIDENTAL PETE CORP
+$9.2M
286,043
+94%
建仓
NKE
NIKE INC
+$9.1M
88,542
增持
TGT
TARGET CORP
+$8.3M
96,691
+190%
增持
JPM
JPMORGAN CHASE & CO
+$8.0M
100,369
+88%
增持
—
PARAMOUNT GLOBAL
+$7.6M
559,392
+3219%
增持
ZTS
ZOETIS INC
+$5.6M
48,675
+140%
增持
NVO
NOVO-NORDISK A S
+$5.1M
89,856
+304%
清仓
EFG
ISHARES TR
-$5.0M
0
-100%
建仓
SBUX
STARBUCKS CORP
+$5.0M
51,759
清仓
ESGU
ISHARES TR
-$4.9M
0
-100%
增持
IWM
ISHARES TR
+$4.3M
46,421
+97%
清仓
EFV
ISHARES TR
-$4.3M
0
-100%
减持
V
VISA INC
-$4.0M
1,848
-90%
清仓
—
LIBERTY MEDIA CORP DEL
-$3.3M
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.3M
169,959
+95%
减持
AAPL
APPLE INC
-$3.2M
77,691
-9%
减持
PM
PHILIP MORRIS INTL INC
-$3.1M
64,375
-31%
减持
MSFT
MICROSOFT CORP
+$3.0M
25,431
-22%
清仓
IYW
ISHARES TR
-$3.0M
0
-100%
建仓
ADBE
ADOBE INC
+$2.8M
5,487
增持
EFA
ISHARES TR
+$2.8M
77,684
+99%
建仓
XLK
SELECT SECTOR SPDR TR
+$2.4M
13,742
增持
BND
VANGUARD BD INDEX FDS
+$2.2M
64,158
+97%
增持
RMD
RESMED INC
+$2.2M
35,137
+125%
建仓
SWK
STANLEY BLACK & DECKER INC
+$2.1M
21,274
建仓
JNJ
JOHNSON & JOHNSON
+$1.9M
12,284
增持
GNRC
GENERAC HLDGS INC
+$1.7M
57,614
+88%
增持
SPYD
SPDR SER TR
+$1.7M
90,073
+99%
清仓
USMV
ISHARES TR
-$1.6M
0
-100%
建仓
CCI
CROWN CASTLE INC
+$1.5M
16,466
减持
SUB
ISHARES TR
-$1.5M
19,107
-42%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$1.4M
34,410
+83%
建仓
SPAB
SPDR SER TR
+$1.4M
55,872
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.3M
59,465
+97%
增持
IDV
ISHARES TR
+$1.3M
469,552
+14%
建仓
XLV
SELECT SECTOR SPDR TR
+$1.3M
9,493
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
3,565
建仓
UPS
UNITED PARCEL SERVICE INC
+$1.2M
7,804
建仓
PG
PROCTER AND GAMBLE CO
+$1.2M
8,212
减持
HD
HOME DEPOT INC
-$1.2M
27,641
-10%
清仓
GTBIF
Green Thumb Industries Inc. (USD)
-$1.1M
0
-100%
建仓
IVV
ISHARES TR
+$1.1M
2,549
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.1M
2,228
减持
GOVT
ISHARES TR
-$1.0M
61,542
-41%
增持
XLE
SELECT SECTOR SPDR TR
+$989.8K
30,831
+48%
建仓
IWN
ISHARES TR
+$925.0K
6,824
清仓
VC
Visteon Corp
-$913.6K
0
-100%
建仓
—
ISHARES TR
+$857.1K
33,796
建仓
LQD
ISHARES TR
+$846.5K
7,958
清仓
ETSY
Etsy Inc
-$828.7K
0
-100%
建仓
—
ISHARES TR
+$825.4K
34,621
建仓
—
ISHARES TR
+$823.0K
35,660
清仓
IUSB
ISHARES TR
-$810.3K
0
-100%
清仓
SCHD
Schwab US Dividend Equity ETF
-$780.3K
0
-100%
建仓
LOW
LOWES COS INC
+$777.0K
3,611
建仓
—
SPLUNK INC
+$776.4K
5,200
减持
SPIP
SPDR SER TR
-$768.5K
41,335
-41%
建仓
JNK
SPDR SER TR
+$764.1K
8,257
减持
FLOT
ISHARES TR
-$753.4K
11,402
-57%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$749.4K
0
-100%
建仓
PSX
PHILLIPS 66
+$733.5K
6,105
清仓
CIEN
Ciena Corp
-$714.1K
0
-100%
建仓
PPG
PPG INDS INC
+$670.4K
4,800
清仓
IFRA
ISHARES TR
-$668.7K
0
-100%
清仓
VNQ
Vanguard REIT ETF
-$647.2K
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$635.1K
19,833
+72%
建仓
DIS
DISNEY WALT CO
+$631.3K
7,789
建仓
XIFR
NEXTERA ENERGY PARTNERS LP
+$618.1K
20,529
建仓
SNOW
SNOWFLAKE INC
+$598.0K
3,400
建仓
GOOGL
ALPHABET INC
+$591.6K
4,521
增持
IGSB
ISHARES TR
+$590.9K
25,289
+85%
增持
GSG
ISHARES S&P GSCI COMMODITY-
+$583.9K
110,000
+22%
清仓
SCHA
Schwab US Small Cap ETF
-$572.4K
0
-100%
建仓
SDY
SPDR SER TR
+$535.6K
4,451
建仓
QSR
RESTAURANT BRANDS INTL INC
+$535.6K
7,400
增持
IGIB
ISHARES TR
+$534.7K
22,338
+92%
增持
KEY
KEYCORP
+$517.9K
65,700
+103%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$506.3K
5,304
增持
XLF
SELECT SECTOR SPDR TR
+$491.7K
28,874
+84%
增持
AMZN
AMAZON COM INC
+$465.5K
29,926
+17%
增持
XLRE
SELECT SECTOR SPDR TR
+$461.6K
24,055
+111%
减持
BALT
INNOVATOR ETFS TR
-$445.4K
10,582
-60%
建仓
TIP
ISHARES TR
+$427.6K
4,049
建仓
—
EXXON MOBIL CORP
+$420.2K
3,574
减持
CME
CME GROUP INC
+$419.4K
36,105
-2%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$412.4K
0
-100%
减持
LLY
ELI LILLY & CO
-$397.6K
17,721
-16%
建仓
ELV
ELEVANCE HEALTH INC
+$395.4K
908
减持
CVX
CHEVRON CORP NEW
+$394.4K
53,177
-2%
建仓
GOOG
ALPHABET INC
+$374.5K
2,840
建仓
MRK
MERCK & CO INC
+$374.3K
3,636
减持
CMI
CUMMINS INC
-$371.0K
17,697
-2%
减持
GLDM
WORLD GOLD TR
-$366.6K
140,415
-3%
减持
CSCO
CISCO SYS INC
-$363.7K
5,021
-59%
清仓
HYG
iShares iBoxx High Yield Bond ETF
-$360.6K
0
-100%
清仓
DDWM
WISDOMTREE TR
-$354.5K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$349.7K
2,919
增持
—
MEDTRONIC PLC
+$336.1K
15,502
+52%
增持
LNG
CHENIERE ENERGY INC
+$325.8K
23,079
+0%
减持
VXF
VANGUARD INDEX FDS
-$324.8K
11,453
-13%
增持
PFE
PFIZER INC
+$323.1K
35,649
+65%
清仓
PFF
iShares U.S. Preferred Stock ETF
-$322.2K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$312.0K
21,089
-1%
建仓
ITW
ILLINOIS TOOL WKS INC
+$295.5K
1,283
清仓
COMT
ISHARES U S ETF TR
-$291.5K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$268.9K
15,652
-5%
减持
KHC
KRAFT HEINZ CO
-$248.3K
15,083
-29%
建仓
VTEB
VANGUARD MUN BD FDS
+$243.9K
5,071
建仓
AXP
AMERICAN EXPRESS CO
+$231.4K
1,551
增持
IVE
ISHARES TR
+$224.5K
20,646
+13%
建仓
COST
COSTCO WHSL CORP NEW
+$219.2K
388
建仓
LFEQ
VANECK ETF TRUST
+$218.9K
5,829
建仓
EMB
ISHARES TR
+$210.0K
2,358
建仓
FIX
COMFORT SYS USA INC
+$202.1K
1,186
减持
GLD
SPDR GOLD TR
-$162.7K
15,076
-2%
增持
FALN
ISHARES TR
+$148.8K
48,396
+17%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$141.2K
24,142
-32%
减持
SPIB
SPDR SER TR
-$109.4K
110,187
-1%
建仓
—
CITIUS PHARMACEUTICALS INC
+$105.5K
154,130
减持
DUK
DUKE ENERGY CORP NEW
-$102.8K
17,829
-5%
减持
XLU
SELECT SECTOR SPDR TR
-$99.5K
15,149
-0%
增持
BAC
BANK AMERICA CORP
+$98.7K
16,063
+35%
增持
SPMD
SPDR SER TR
-$81.1K
42,793
+0%
减持
IAGG
ISHARES TR
-$75.5K
45,848
-2%
减持
KO
COCA COLA CO
-$63.3K
10,447
-3%
增持
VTV
VANGUARD INDEX FDS
-$63.0K
17,731
+0%
减持
SHY
ISHARES TR
-$61.6K
36,180
-2%
减持
FCTR
FIRST TR EXCHANGE-TRADED FD
-$57.7K
11,820
-11%
减持
SPTM
SPDR SER TR
-$57.5K
24,434
-1%
增持
SPSM
SPDR SER TR
-$52.3K
58,000
+3%
建仓
—
DIREXION SHS ETF TR
+$39.6K
10,391