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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 126 项
建仓 12
增持 56
减持 46
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
GLDM
WORLD GOLD TR
-$12.5M
140,577
-66%
减持
SBUX
STARBUCKS CORP
-$6.4M
16,310
-81%
建仓
—
ACCENTURE PLC IRELAND
+$5.6M
18,303
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
USFR
WISDOMTREE TR
-$4.3M
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$4.1M
29,682
+622%
增持
SNOW
SNOWFLAKE INC
+$3.9M
32,396
+1122%
清仓
GPN
GLOBAL PMTS INC
-$3.8M
0
-100%
清仓
—
PARAMOUNT GLOBAL
-$3.7M
0
-100%
清仓
DGRW
WISDOMTREE TR
-$3.6M
0
-100%
增持
AAPL
APPLE INC
+$2.9M
74,256
+0%
清仓
ROK
ROCKWELL AUTOMATION INC
-$2.7M
0
-100%
减持
GNRC
GENERAC HLDGS INC
-$2.7M
39,227
-37%
增持
VRSN
VERISIGN INC
+$2.1M
13,484
+648%
减持
IJJ
ISHARES TR
-$1.9M
164,149
-6%
减持
NVO
NOVO-NORDISK A S
-$1.7M
29,825
-35%
增持
NKE
NIKE INC
+$1.4M
115,540
+49%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.4M
21,689
+12%
减持
SPY
SPDR S&P 500 ETF TR
+$1.1M
66,225
-1%
减持
IJH
ISHARES TR
-$1.1M
474,325
-0%
减持
LLY
ELI LILLY & CO
+$843.2K
16,386
-9%
增持
ZTS
ZOETIS INC
+$702.2K
32,031
+12%
增持
HD
HOME DEPOT INC
-$565.1K
14,395
+0%
增持
TGT
TARGET CORP
-$536.3K
26,728
+5%
建仓
ABT
ABBOTT LABS
+$508.5K
4,894
减持
SPYM
SPDR SER TR
+$476.2K
262,243
-1%
减持
QQQ
INVESCO QQQ TR
+$469.0K
19,168
-2%
增持
ADBE
ADOBE INC
+$466.7K
9,102
+0%
减持
TJX
TJX COS INC NEW
-$456.8K
54,139
-14%
建仓
SPYV
SPDR SER TR
+$360.7K
7,400
清仓
INCY
INCYTE CORP
-$346.5K
0
-100%
建仓
BIL
SPDR SER TR
+$339.7K
3,701
增持
MSFT
MICROSOFT CORP
+$339.4K
12,379
+0%
建仓
YUM
YUM BRANDS INC
+$325.1K
2,454
建仓
—
EATON CORP PLC
+$322.6K
1,029
清仓
VZ
VERIZON COMMUNICATIONS INC
-$303.3K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$294.1K
51,345
+5%
清仓
MCD
MCDONALDS CORP
-$293.8K
0
-100%
增持
XBI
SPDR SER TR
+$270.7K
8,305
+58%
增持
JNJ
JOHNSON & JOHNSON
+$266.2K
8,684
+37%
减持
AMZN
AMAZON COM INC
+$260.9K
30,351
-2%
清仓
NOW
SERVICENOW INC
-$247.8K
0
-100%
建仓
CMCSA
COMCAST CORP NEW
+$244.2K
6,236
建仓
PEP
PEPSICO INC
+$243.3K
1,475
增持
OXY
OCCIDENTAL PETE CORP
-$232.6K
170,301
+1%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$231.5K
5,574
清仓
CVS
CVS HEALTH CORP
-$223.6K
0
-100%
减持
GOOGL
ALPHABET INC
+$221.9K
7,220
-0%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$210.3K
0
-100%
减持
DIS
DISNEY WALT CO
-$205.8K
6,408
-7%
建仓
PNC
PNC FINL SVCS GROUP INC
+$205.7K
1,323
增持
NEE
NEXTERA ENERGY INC
+$203.0K
28,264
+0%
建仓
NWS
NEWS CORP NEW
+$202.0K
7,115
清仓
HTZ
HERTZ GLOBAL HLDGS INC
-$195.8K
0
-100%
增持
CCI
CROWN CASTLE INC
+$193.1K
18,207
+22%
增持
LQD
ISHARES TR
+$187.9K
6,173
+42%
减持
VXF
VANGUARD INDEX FDS
-$171.4K
10,847
-5%
增持
GLD
SPDR GOLD TR
+$153.5K
15,317
+0%
增持
IWM
ISHARES TR
-$152.0K
21,364
+0%
减持
APD
AIR PRODS & CHEMS INC
+$148.7K
22,978
-4%
增持
XLK
SELECT SECTOR SPDR TR
+$145.5K
6,256
+3%
减持
IVE
ISHARES TR
-$142.3K
20,027
-1%
减持
KYN
KAYNE ANDERSON ENERGY INFRST
-$135.3K
24,728
-37%
减持
BAC
BANK AMERICA CORP
-$114.3K
5,379
-38%
增持
GOOG
ALPHABET INC
+$108.3K
3,163
+2%
增持
PFE
PFIZER INC
+$98.5K
21,741
+18%
增持
IDV
ISHARES TR
+$89.3K
72,151
+6%
增持
SPTM
SPDR SER TR
+$87.9K
25,950
+2%
减持
MRK
MERCK & CO INC
-$83.8K
3,046
-13%
建仓
ITUB
ITAU UNIBANCO HLDG S A
+$83.2K
14,239
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$77.3K
1,014
-9%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$75.6K
81,623
-2%
增持
RQI
COHEN & STEERS QUALITY INCOM
-$75.1K
201,333
+0%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
+$74.6K
28,210
+20%
减持
EFA
ISHARES TR
-$74.0K
43,222
-0%
减持
PFF
ISHARES TR
-$70.5K
16,162
-10%
增持
DIV
GLOBAL X FDS
+$69.3K
14,100
+41%
减持
—
MEDTRONIC PLC
-$67.4K
3,944
-9%
增持
SPSM
SPDR SER TR
-$65.6K
61,095
+1%
减持
XLE
SELECT SECTOR SPDR TR
-$64.3K
18,569
-0%
增持
—
EXXON MOBIL CORP
+$63.3K
4,159
+16%
增持
CME
CME GROUP INC
+$60.3K
30,262
+11%
增持
LOW
LOWES COS INC
+$55.3K
2,332
+29%
增持
IAGG
ISHARES TR
+$54.6K
46,353
+2%
减持
KO
COCA COLA CO
+$53.4K
27,136
-1%
增持
IVV
ISHARES TR
+$50.4K
2,149
+0%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$49.9K
13,881
-3%
增持
SPIB
SPDR SER TR
+$47.5K
111,245
+2%
减持
COP
CONOCOPHILLIPS
-$46.2K
2,911
-2%
减持
SHY
ISHARES TR
-$43.8K
19,400
-3%
增持
SPAB
SPDR SER TR
+$43.4K
57,337
+4%
增持
SPMD
SPDR SER TR
-$42.8K
46,129
+2%
减持
ITW
ILLINOIS TOOL WKS INC
-$41.9K
1,285
-0%
减持
COST
COSTCO WHSL CORP NEW
+$38.7K
355
-1%
增持
IWN
ISHARES TR
-$34.4K
7,321
+1%
增持
JPC
NUVEEN PFD & INCOME OPPORTUN
+$34.3K
18,072
+29%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$32.7K
34,164
+12%
增持
UPS
UNITED PARCEL SERVICE INC
+$31.7K
2,940
+18%
减持
IGIB
ISHARES TR
-$31.3K
10,263
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$30.3K
3,463
+6%
减持
BND
VANGUARD BD INDEX FDS
-$30.1K
34,403
-0%
增持
—
ISHARES TR
+$28.9K
36,185
+4%
减持
SNA
SNAP ON INC
-$28.6K
778
-1%
增持
—
ISHARES TR
+$27.3K
34,830
+3%
减持
XLF
SELECT SECTOR SPDR TR
-$27.1K
11,566
-3%
减持
IGSB
ISHARES TR
-$26.7K
11,286
-4%
增持
DVY
ISHARES TR
+$26.5K
1,944
+15%
增持
GOVT
ISHARES TR
+$25.7K
62,566
+3%
减持
GS
GOLDMAN SACHS GROUP INC
+$24.3K
4,621
-7%
减持
SPYD
SPDR SER TR
-$23.7K
42,476
-0%
减持
CSCO
CISCO SYS INC
-$20.9K
4,544
-4%
减持
JPM
JPMORGAN CHASE & CO.
-$18.0K
46,330
-1%
增持
XLRE
SELECT SECTOR SPDR TR
+$17.4K
10,507
+8%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$15.8K
25,270
+0%
减持
V
VISA INC
-$14.3K
847
-0%
增持
VTV
VANGUARD INDEX FDS
-$14.3K
18,117
+1%
增持
FALN
ISHARES TR
-$13.6K
49,380
+1%
减持
TIP
ISHARES TR
-$13.1K
1,911
-5%
减持
SPIP
SPDR SER TR
-$11.4K
39,107
-0%
减持
BALT
INNOVATOR ETFS TRUST
+$10.2K
14,653
-0%
增持
FLOT
ISHARES TR
+$9.9K
11,182
+2%
减持
BSV
VANGUARD BD INDEX FDS
-$6.6K
8,326
-1%
增持
SDY
SPDR SER TR
-$5.9K
2,465
+1%
增持
SWK
STANLEY BLACK & DECKER INC
+$5.8K
2,796
+26%
增持
XLV
SELECT SECTOR SPDR TR
-$5.1K
4,133
+1%
增持
JNK
SPDR SER TR
-$3.7K
4,907
+0%
增持
J
JACOBS SOLUTIONS INC
-$1.6K
1,508
+9%
