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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 130 项
建仓 15
增持 56
减持 49
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
OXY
OCCIDENTAL PETE CORP
-$6.8M
25,741
-84%
减持
EL
LAUDER ESTEE COS INC
-$4.9M
7,458
-86%
减持
AMD
ADVANCED MICRO DEVICES INC
-$4.3M
8,301
-74%
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。
增持
—
CHUBB LIMITED
+$2.7M
19,589
+105%
增持
PFF
ISHARES TR
+$2.6M
100,175
+482%
减持
LULU
LULULEMON ATHLETICA INC
+$2.2M
19,962
-0%
减持
CVX
CHEVRON CORP NEW
-$2.1M
32,034
-30%
减持
ADBE
ADOBE INC
-$1.9M
5,929
-32%
增持
SPYM
SPDR SER TR
+$1.9M
288,878
+8%
建仓
—
ASML HOLDING N V
+$1.8M
2,596
减持
CCI
CROWN CASTLE INC
-$1.8M
2,804
-84%
减持
ZTS
ZOETIS INC
-$1.6M
25,793
-13%
减持
AMZN
AMAZON COM INC
+$1.5M
47,774
-0%
增持
LLY
ELI LILLY & CO
-$1.5M
16,247
+2%
增持
AAPL
APPLE INC
+$1.5M
66,514
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.4M
17,847
-0%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$1.4M
132,661
+436%
增持
JPM
JPMORGAN CHASE & CO.
+$1.3M
41,849
+1%
增持
JPC
NUVEEN PFD & INCOME OPPORTUN
+$1.3M
200,593
+552%
增持
RQI
COHEN & STEERS QUALITY INCOM
+$864.4K
315,364
+49%
清仓
—
ISHARES TR
-$847.6K
0
-100%
清仓
XIFR
NEXTERA ENERGY PARTNERS LP
-$688.7K
0
-100%
减持
LNG
CHENIERE ENERGY INC
+$685.7K
19,738
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$668.1K
63,195
-0%
减持
JNJ
JOHNSON & JOHNSON
-$529.2K
6,092
-30%
减持
SNOW
SNOWFLAKE INC
+$503.5K
13,065
-1%
增持
SPMD
SPDR SER TR
+$444.1K
57,676
+16%
清仓
MRK
MERCK & CO INC
-$345.2K
0
-100%
清仓
EFX
EQUIFAX INC
-$343.8K
0
-100%
建仓
MOH
MOLINA HEALTHCARE INC
+$320.7K
1,102
建仓
J
JACOBS SOLUTIONS INC
+$316.0K
2,365
增持
SPTM
SPDR SER TR
+$315.6K
31,599
+14%
增持
EFA
ISHARES TR
-$312.3K
41,274
+1%
减持
BND
VANGUARD BD INDEX FDS
-$305.9K
37,132
-6%
建仓
KO
COCA COLA CO
+$279.5K
4,489
减持
APD
AIR PRODS & CHEMS INC
-$269.1K
30,418
-0%
清仓
CVS
CVS HEALTH CORP
-$266.3K
0
-100%
减持
GLDM
WORLD GOLD TR
-$265.0K
136,027
-3%
建仓
TSLA
TESLA INC
+$264.5K
655
增持
GOOGL
ALPHABET INC
+$260.7K
7,912
+6%
清仓
TTEK
TETRA TECH INC NEW
-$260.3K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$254.2K
12,787
-1%
减持
IDV
ISHARES TR
-$253.9K
71,157
-2%
清仓
NKE
NIKE INC
-$247.3K
0
-100%
增持
SPSM
SPDR SER TR
+$242.3K
69,744
+10%
建仓
IBDR
ISHARES TR
+$240.9K
10,010
减持
SHY
ISHARES TR
-$240.2K
11,809
-19%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$239.1K
76,666
+1%
清仓
CSCO
CISCO SYS INC
-$236.3K
0
-100%
减持
GLD
SPDR GOLD TR
-$234.2K
14,501
-6%
减持
HD
HOME DEPOT INC
-$227.2K
13,591
-0%
增持
GS
GOLDMAN SACHS GROUP INC
+$227.0K
2,922
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$225.5K
4,231
+15%
建仓
NWS
NEWS CORP NEW
+$218.6K
7,183
减持
IJJ
ISHARES TR
+$217.5K
162,682
-0%
减持
PSX
PHILLIPS 66
-$216.4K
6,081
-12%
建仓
BAC
BANK AMERICA CORP
+$215.6K
4,905
建仓
PG
PROCTER AND GAMBLE CO
+$215.3K
1,284
建仓
IWF
ISHARES TR
+$212.4K
529
建仓
ABBV
ABBVIE INC
+$211.5K
1,190
建仓
MCO
MOODYS CORP
+$211.1K
446
清仓
TIP
ISHARES TR
-$209.1K
0
-100%
增持
GNRC
GENERAC HLDGS INC
+$208.6K
24,639
+8%
增持
NVO
NOVO-NORDISK A S
+$200.4K
39,434
+47%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$188.6K
22,517
-6%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$177.3K
13,178
-1%
减持
CME
CME GROUP INC
+$160.3K
14,342
-0%
建仓
—
GRAB HOLDINGS LIMITED
+$159.5K
33,788
增持
IVV
ISHARES TR
+$157.5K
2,387
+10%
增持
SPIB
SPDR SER TR
+$146.3K
121,629
+7%
减持
TJX
TJX COS INC NEW
+$145.0K
47,606
-0%
减持
ELV
ELEVANCE HEALTH INC
-$137.6K
907
-0%
增持
BALT
INNOVATOR ETFS TRUST
+$136.4K
18,618
+28%
减持
BSV
VANGUARD BD INDEX FDS
-$131.7K
6,762
-19%
减持
IJH
ISHARES TR
-$129.6K
436,948
-0%
减持
UPS
UNITED PARCEL SERVICE INC
-$110.8K
5,024
-8%
建仓
SBH
SALLY BEAUTY HLDGS INC
+$105.3K
10,073
增持
AXP
AMERICAN EXPRESS CO
+$103.3K
1,788
+13%
增持
IWN
ISHARES TR
+$102.1K
8,340
+10%
增持
GOOG
ALPHABET INC
+$101.1K
3,125
+6%
清仓
—
CITIUS PHARMACEUTICALS INC
-$100.6K
0
-100%
增持
VXF
VANGUARD INDEX FDS
+$97.4K
10,841
+1%
减持
DIS
DISNEY WALT CO
+$95.8K
6,749
-1%
增持
MSFT
MICROSOFT CORP
-$95.2K
11,850
+0%
增持
NVDA
NVIDIA CORPORATION
+$94.4K
2,816
+20%
增持
IVE
ISHARES TR
-$92.5K
20,102
+1%
建仓
—
LXP INDUSTRIAL TRUST
+$91.3K
11,240
增持
NEE
NEXTERA ENERGY INC
-$82.0K
28,387
+13%
减持
XBI
SPDR SER TR
-$78.7K
8,930
-0%
增持
FALN
ISHARES TR
+$78.4K
54,808
+8%
减持
PFE
PFIZER INC
-$68.5K
26,715
-1%
减持
—
EXXON MOBIL CORP
-$58.8K
3,625
-5%
减持
IGIB
ISHARES TR
-$57.6K
9,269
-7%
增持
MCD
MCDONALDS CORP
+$56.7K
1,098
+28%
减持
XLRE
SELECT SECTOR SPDR TR
-$55.0K
9,373
-4%
增持
GOVT
ISHARES TR
+$54.9K
67,551
+6%
增持
LOW
LOWES COS INC
+$54.7K
2,341
+21%
增持
XLV
SELECT SECTOR SPDR TR
-$51.1K
4,099
+3%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$49.4K
52,025
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$47.0K
6,708
+4%
增持
COST
COSTCO WHSL CORP NEW
+$46.7K
438
+10%
增持
SPYD
SPDR SER TR
-$39.5K
43,222
+3%
增持
LQD
ISHARES TR
-$38.9K
7,506
+1%
减持
—
ACCENTURE PLC IRELAND
-$37.1K
16,084
-0%
增持
XLE
SELECT SECTOR SPDR TR
-$36.9K
18,287
+0%
增持
IAGG
ISHARES TR
+$34.0K
49,801
+5%
减持
F
FORD MTR CO
-$33.4K
20,781
-8%
增持
KR
KROGER CO
+$31.2K
4,037
+7%
增持
VTV
VANGUARD INDEX FDS
-$29.8K
18,506
+2%
减持
IWM
ISHARES TR
-$29.3K
21,934
-1%
增持
BX
BLACKSTONE INC
+$28.0K
1,380
+1%
减持
IGSB
ISHARES TR
-$26.8K
10,866
-3%
增持
—
ISHARES TR
+$26.1K
37,953
+3%
减持
XLF
SELECT SECTOR SPDR TR
+$22.7K
10,906
-2%
增持
SPAB
SPDR SER TR
+$21.9K
61,818
+6%
增持
SDY
SPDR SER TR
-$21.7K
2,531
+1%
增持
SPIP
SPDR SER TR
-$19.1K
40,475
+2%
减持
BIL
SPDR SER TR
-$16.4K
6,749
-2%
增持
COP
CONOCOPHILLIPS
-$13.3K
3,133
+2%
增持
SPYV
SPDR SER TR
-$10.9K
6,760
+0%
增持
ITW
ILLINOIS TOOL WKS INC
-$10.7K
1,286
+0%
减持
PNC
PNC FINL SVCS GROUP INC
-$10.4K
1,244
-8%
减持
XLK
SELECT SECTOR SPDR TR
+$9.8K
6,191
-2%
增持
DIV
GLOBAL X FDS
-$8.7K
17,400
+1%
增持
JNK
SPDR SER TR
-$7.9K
5,185
+1%
减持
V
VISA INC
+$5.4K
753
-11%
增持
ABT
ABBOTT LABS
+$3.5K
5,598
+2%
增持
PEP
PEPSICO INC
-$3.4K
1,732
+10%
减持
FLOT
ISHARES TR
-$2.0K
10,994
-0%
增持
DVY
ISHARES TR
-$1.4K
1,629
+2%
