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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 128 项
建仓 11
增持 48
减持 56
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
NKE
NIKE INC
-$8.5M
2,798
-98%
建仓
EL
LAUDER ESTEE COS INC
+$5.5M
54,990
建仓
LULU
LULULEMON ATHLETICA INC
+$5.4M
19,986
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
TGT
TARGET CORP
-$4.0M
0
-100%
增持
APD
AIR PRODS & CHEMS INC
+$3.2M
30,535
+33%
增持
AMZN
AMAZON COM INC
+$3.1M
47,967
+58%
减持
QQQ
INVESCO QQQ TR
-$2.9M
12,873
-33%
减持
SNOW
SNOWFLAKE INC
-$2.9M
13,180
-59%
减持
CME
CME GROUP INC
-$2.8M
14,368
-53%
建仓
—
CHUBB LIMITED
+$2.8M
9,539
减持
OXY
OCCIDENTAL PETE CORP
-$2.7M
156,047
-8%
清仓
VRSN
VERISIGN INC
-$2.4M
0
-100%
清仓
KO
COCA COLA CO
-$1.7M
0
-100%
减持
GNRC
GENERAC HLDGS INC
-$1.6M
22,732
-42%
减持
IJJ
ISHARES TR
+$1.5M
162,686
-1%
减持
CVX
CHEVRON CORP NEW
-$1.3M
45,832
-11%
清仓
SBUX
STARBUCKS CORP
-$1.3M
0
-100%
增持
SPYM
SPDR SER TR
+$1.3M
267,164
+2%
减持
NVO
NOVO-NORDISK A S
-$1.1M
26,805
-10%
增持
GLDM
WORLD GOLD TR
+$857.9K
140,745
+0%
减持
LLY
ELI LILLY & CO
-$756.2K
15,892
-3%
减持
JPM
JPMORGAN CHASE & CO.
-$668.9K
41,268
-11%
增持
RQI
COHEN & STEERS QUALITY INCOM
+$644.0K
211,405
+5%
减持
GS
GOLDMAN SACHS GROUP INC
-$644.0K
2,921
-37%
减持
UNH
UNITEDHEALTH GROUP INC
-$591.8K
17,879
-18%
减持
HD
HOME DEPOT INC
+$558.6K
13,608
-5%
增持
IWM
ISHARES TR
+$541.3K
22,074
+3%
减持
ADBE
ADOBE INC
-$539.4K
8,724
-4%
增持
BND
VANGUARD BD INDEX FDS
+$497.3K
39,623
+15%
减持
LNG
CHENIERE ENERGY INC
-$473.2K
19,770
-14%
减持
AAPL
APPLE INC
-$468.0K
65,115
-12%
增持
GLD
SPDR GOLD TR
+$452.2K
15,409
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$448.4K
32,077
+8%
减持
MSFT
MICROSOFT CORP
-$442.8K
11,829
-4%
减持
IJH
ISHARES TR
-$401.7K
438,958
-7%
减持
SHY
ISHARES TR
-$375.8K
14,531
-25%
减持
TJX
TJX COS INC NEW
-$354.4K
47,697
-12%
增持
SPSM
SPDR SER TR
+$353.3K
63,515
+4%
建仓
EFX
EQUIFAX INC
+$343.8K
1,170
增持
SPMD
SPDR SER TR
+$343.8K
49,565
+7%
增持
UPS
UNITED PARCEL SERVICE INC
+$341.9K
5,459
+86%
减持
SPY
SPDR S&P 500 ETF TR
+$328.2K
63,388
-4%
清仓
YUM
YUM BRANDS INC
-$325.1K
0
-100%
清仓
—
EATON CORP PLC
-$322.6K
0
-100%
清仓
—
MEDTRONIC PLC
-$310.4K
0
-100%
增持
BIL
SPDR SER TR
+$293.8K
6,900
+86%
减持
IVE
ISHARES TR
+$284.5K
19,930
-0%
建仓
NVDA
NVIDIA CORPORATION
+$283.8K
2,337
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$283.6K
3,677
+6%
建仓
CVS
CVS HEALTH CORP
+$266.3K
4,235
建仓
MCD
MCDONALDS CORP
+$261.6K
859
建仓
TTEK
TETRA TECH INC NEW
+$260.3K
5,520
减持
CCI
CROWN CASTLE INC
+$258.4K
17,173
-6%
增持
VTV
VANGUARD INDEX FDS
+$256.7K
18,118
+0%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$254.7K
52,574
+54%
减持
AMLP
ALPS ETF TR
-$249.7K
11,500
-30%
减持
ZTS
ZOETIS INC
+$248.5K
29,693
-7%
清仓
CMCSA
COMCAST CORP NEW
-$244.2K
0
-100%
建仓
F
FORD MTR CO
+$239.1K
22,642
清仓
SWK
STANLEY BLACK & DECKER INC
-$223.4K
0
-100%
增持
SPTM
SPDR SER TR
+$219.7K
27,713
+7%
增持
SPIB
SPDR SER TR
+$216.2K
113,862
+2%
建仓
KR
KROGER CO
+$215.7K
3,764
清仓
BAC
BANK AMERICA CORP
-$213.9K
0
-100%
清仓
J
JACOBS SOLUTIONS INC
-$210.7K
0
-100%
建仓
BX
BLACKSTONE INC
+$209.9K
1,371
增持
IDV
ISHARES TR
+$205.8K
72,849
+1%
清仓
NWS
NEWS CORP NEW
-$202.0K
0
-100%
减持
SPYD
SPDR SER TR
+$199.6K
41,806
-2%
增持
LQD
ISHARES TR
+$179.5K
7,442
+21%
增持
PFE
PFIZER INC
+$169.0K
26,858
+24%
增持
IWN
ISHARES TR
+$152.0K
7,595
+4%
减持
—
ACCENTURE PLC IRELAND
+$142.0K
16,112
-12%
增持
JNJ
JOHNSON & JOHNSON
+$141.0K
8,702
+0%
增持
IAGG
ISHARES TR
+$138.1K
47,319
+2%
减持
VXF
VANGUARD INDEX FDS
+$131.4K
10,782
-1%
减持
LAMR
LAMAR ADVERTISING CO NEW
+$122.4K
13,335
-4%
增持
ABT
ABBOTT LABS
+$117.7K
5,493
+12%
减持
NEE
NEXTERA ENERGY INC
+$115.7K
25,045
-11%
增持
JPC
NUVEEN PFD & INCOME OPPORTUN
+$113.3K
30,773
+70%
增持
XBI
SPDR SER TR
+$113.0K
8,936
+8%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$100.9K
6,424
+15%
增持
FALN
ISHARES TR
+$92.3K
50,679
+3%
减持
XIFR
NEXTERA ENERGY PARTNERS LP
-$91.0K
24,936
-12%
减持
XLE
SELECT SECTOR SPDR TR
-$89.2K
18,262
-2%
减持
GOOG
ALPHABET INC
-$86.1K
2,955
-7%
增持
GOVT
ISHARES TR
+$85.3K
63,857
+2%
增持
SPAB
SPDR SER TR
+$84.4K
58,261
+2%
清仓
ITUB
ITAU UNIBANCO HLDG S A
-$83.2K
0
-100%
增持
DIV
GLOBAL X FDS
+$79.2K
17,250
+22%
增持
GOOGL
ALPHABET INC
-$78.0K
7,459
+3%
增持
IVV
ISHARES TR
+$71.7K
2,163
+1%
增持
PFF
ISHARES TR
+$62.1K
17,214
+7%
增持
PSX
PHILLIPS 66
+$58.3K
6,917
+15%
增持
COST
COSTCO WHSL CORP NEW
+$52.9K
400
+13%
增持
SPIP
SPDR SER TR
+$49.5K
39,709
+2%
减持
EFA
ISHARES TR
+$47.5K
41,051
-5%
增持
PNC
PNC FINL SVCS GROUP INC
+$44.6K
1,354
+2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$43.7K
75,559
-7%
增持
SDY
SPDR SER TR
+$42.6K
2,507
+2%
增持
JNK
SPDR SER TR
+$40.4K
5,143
+5%
减持
XLRE
SELECT SECTOR SPDR TR
+$32.6K
9,764
-7%
减持
MRK
MERCK & CO INC
-$31.9K
3,040
-0%
减持
—
EXXON MOBIL CORP
-$30.1K
3,828
-8%
减持
XLF
SELECT SECTOR SPDR TR
+$28.9K
11,129
-4%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$27.1K
1,000
-1%
增持
PEP
PEPSICO INC
+$24.2K
1,573
+7%
减持
CSCO
CISCO SYS INC
+$20.5K
4,441
-2%
减持
DVY
ISHARES TR
-$19.9K
1,594
-18%
增持
DIS
DISNEY WALT CO
+$19.5K
6,817
+6%
增持
—
ISHARES TR
+$18.8K
36,677
+1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$16.5K
23,960
-5%
减持
BSV
VANGUARD BD INDEX FDS
+$15.6K
8,314
-0%
增持
XLK
SELECT SECTOR SPDR TR
+$14.4K
6,333
+1%
减持
XLV
SELECT SECTOR SPDR TR
+$12.6K
3,993
-3%
增持
—
CITIUS PHARMACEUTICALS INC
+$12.5K
201,000
+33%
增持
—
ISHARES TR
+$12.4K
35,318
+1%
减持
V
VISA INC
+$10.3K
846
-0%
减持
IGSB
ISHARES TR
+$10.2K
11,176
-1%
减持
FLOT
ISHARES TR
-$9.9K
10,998
-2%
减持
LFEQ
VANECK ETF TRUST
+$9.5K
5,722
-2%
减持
IGIB
ISHARES TR
+$8.9K
9,959
-3%
减持
LOW
LOWES COS INC
+$8.9K
1,931
-17%
增持
COP
CONOCOPHILLIPS
-$8.9K
3,078
+6%
减持
BALT
INNOVATOR ETFS TRUST
+$8.6K
14,551
-1%
减持
TIP
ISHARES TR
+$5.1K
1,893
-1%
减持
SPYV
SPDR SER TR
-$4.1K
6,746
-9%
减持
FCTR
FIRST TR EXCHANGE-TRADED FD
+$500
11,441
-0%
