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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 143 项
建仓 27
增持 41
减持 57
清仓 18
方向
标的
Δ市值
现股数(环比)
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$11.8M
68,366
减持
UNH
UNITEDHEALTH GROUP INC
-$8.7M
532
-97%
建仓
MUB
ISHARES TR
+$8.5M
80,325
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。
建仓
IHI
ISHARES TR
+$7.2M
119,737
清仓
TJX
TJX COS INC NEW
-$5.8M
0
-100%
建仓
MTUM
ISHARES TR
+$5.3M
26,081
增持
PEP
PEPSICO INC
+$5.2M
36,668
+2017%
建仓
UNP
UNION PAC CORP
+$5.1M
21,701
减持
AAPL
APPLE INC
-$4.6M
54,194
-19%
减持
LULU
LULULEMON ATHLETICA INC
-$3.9M
13,128
-34%
建仓
VLO
VALERO ENERGY CORP
+$3.7M
27,946
建仓
UBER
UBER TECHNOLOGIES INC
+$3.4M
46,702
清仓
CME
CME GROUP INC
-$3.3M
0
-100%
增持
LLY
ELI LILLY & CO
+$3.3M
19,171
+18%
减持
CVX
CHEVRON CORP NEW
-$3.0M
9,902
-69%
减持
SPY
SPDR S&P 500 ETF TR
-$2.9M
61,029
-3%
减持
IJH
ISHARES TR
-$2.8M
417,900
-4%
建仓
FANG
DIAMONDBACK ENERGY INC
+$2.6M
16,458
增持
GOOG
ALPHABET INC
+$2.3M
18,654
+497%
减持
IJJ
ISHARES TR
-$2.0M
152,746
-6%
清仓
NEE
NEXTERA ENERGY INC
-$2.0M
0
-100%
建仓
PGF
INVESCO EXCHANGE TRADED FD T
+$1.8M
124,964
建仓
IEI
ISHARES TR
+$1.4M
12,266
增持
—
ASML HOLDING N V
+$1.3M
4,708
+81%
减持
GNRC
GENERAC HLDGS INC
-$1.3M
19,874
-19%
减持
—
ACCENTURE PLC IRELAND
-$1.3M
13,993
-13%
清仓
OXY
OCCIDENTAL PETE CORP
-$1.3M
0
-100%
减持
GLDM
WORLD GOLD TR
+$1.2M
133,063
-2%
增持
SNOW
SNOWFLAKE INC
+$1.1M
21,611
+65%
减持
IWM
ISHARES TR
-$1.1M
18,668
-15%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$1.1M
47,216
减持
ZTS
ZOETIS INC
-$1.1M
19,114
-26%
减持
JPM
JPMORGAN CHASE & CO.
-$986.9K
36,872
-12%
减持
APD
AIR PRODS & CHEMS INC
-$955.7K
26,674
-12%
减持
VXF
VANGUARD INDEX FDS
-$922.7K
6,600
-39%
减持
QQQ
INVESCO QQQ TR
-$768.4K
12,302
-4%
建仓
GSG
ISHARES S&P GSCI COMMODITY-
+$674.1K
29,606
增持
GLD
SPDR GOLD TR
+$668.2K
14,505
+0%
增持
PFF
ISHARES TR
+$654.2K
123,778
+24%
增持
AMZN
AMAZON COM INC
+$596.2K
58,222
+22%
减持
MSFT
MICROSOFT CORP
-$568.9K
11,790
-1%
清仓
EL
LAUDER ESTEE COS INC
-$559.2K
0
-100%
减持
LNG
CHENIERE ENERGY INC
-$553.1K
15,938
-19%
增持
EFA
ISHARES TR
+$532.2K
44,695
+8%
增持
ADBE
ADOBE INC
+$507.3K
8,197
+38%
建仓
IBDS
ISHARES TR
+$507.2K
20,976
建仓
CVS
CVS HEALTH CORP
+$504.8K
7,451
增持
VTV
VANGUARD INDEX FDS
+$490.0K
20,974
+13%
建仓
IBTI
ISHARES TR
+$447.0K
20,088
建仓
TBIL
RBB FD INC
+$441.0K
8,819
增持
NVO
NOVO-NORDISK A S
-$438.3K
42,537
+8%
增持
RQI
COHEN & STEERS QUALITY INCOM
+$436.6K
342,090
+8%
减持
HD
HOME DEPOT INC
-$404.0K
13,323
-2%
建仓
ZMAR
INNOVATOR ETFS TRUST
+$397.6K
15,427
建仓
MINT
PIMCO ETF TR
+$369.2K
3,669
增持
JPC
NUVEEN PFD & INCOME OPPORTUN
+$366.2K
244,083
+22%
减持
AMD
ADVANCED MICRO DEVICES INC
-$355.5K
6,299
-24%
减持
GS
GOLDMAN SACHS GROUP INC
-$343.0K
2,435
-17%
减持
BND
VANGUARD BD INDEX FDS
-$340.6K
31,717
-15%
建仓
GEV
GE VERNOVA INC
+$335.2K
1,098
建仓
VST
VISTRA CORP
+$330.0K
2,810
清仓
MOH
MOLINA HEALTHCARE INC
-$320.7K
0
-100%
清仓
J
JACOBS SOLUTIONS INC
-$316.0K
0
-100%
增持
BALT
INNOVATOR ETFS TRUST
+$315.3K
28,691
+54%
增持
IDV
ISHARES TR
+$315.2K
72,968
+3%
增持
SPMD
SPDR SER TR
+$314.1K
67,768
+17%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$304.5K
155,151
+17%
建仓
EMB
ISHARES TR
+$286.8K
3,166
建仓
TGT
TARGET CORP
+$284.6K
2,727
减持
ABT
ABBOTT LABS
-$274.9K
2,719
-51%
减持
BIL
SPDR SER TR
-$270.9K
3,773
-44%
增持
XLE
SELECT SECTOR SPDR TR
+$268.2K
19,633
+7%
清仓
TSLA
TESLA INC
-$264.5K
0
-100%
清仓
DWLD
DAVIS FUNDAMENTAL ETF TR
-$260.3K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
-$256.5K
1,019
-43%
清仓
CCI
CROWN CASTLE INC
-$254.5K
0
-100%
建仓
MA
MASTERCARD INCORPORATED
+$245.0K
447
清仓
PNC
PNC FINL SVCS GROUP INC
-$239.9K
0
-100%
清仓
V
VISA INC
-$238.0K
0
-100%
清仓
BX
BLACKSTONE INC
-$237.9K
0
-100%
建仓
SPGI
S&P GLOBAL INC
+$237.8K
468
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$235.9K
4,044
-4%
建仓
GE
GE AEROSPACE
+$229.2K
1,145
减持
SPIB
SPDR SER TR
-$226.5K
113,059
-7%
清仓
IWF
ISHARES TR
-$212.4K
0
-100%
清仓
ABBV
ABBVIE INC
-$211.5K
0
-100%
建仓
LMT
LOCKHEED MARTIN CORP
+$203.7K
456
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$200.7K
657
增持
SPSM
SPDR SER TR
-$199.5K
71,968
+3%
增持
GOOGL
ALPHABET INC
-$182.4K
8,506
+8%
减持
COST
COSTCO WHSL CORP NEW
-$180.0K
234
-47%
减持
XLK
SELECT SECTOR SPDR TR
-$166.4K
6,166
-0%
清仓
—
GRAB HOLDINGS LIMITED
-$159.5K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$120.3K
6,038
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$109.0K
77,007
+0%
减持
FALN
ISHARES TR
-$107.6K
50,629
-8%
减持
DIS
DISNEY WALT CO
-$107.4K
6,526
-3%
减持
IAGG
ISHARES TR
-$106.0K
47,611
-4%
清仓
SBH
SALLY BEAUTY HLDGS INC
-$105.3K
0
-100%
减持
LOW
LOWES COS INC
-$100.1K
2,048
-13%
增持
MCO
MOODYS CORP
+$96.2K
660
+48%
清仓
—
LXP INDUSTRIAL TRUST
-$91.3K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$85.4K
22,863
+2%
增持
LAMR
LAMAR ADVERTISING CO NEW
-$84.9K
13,354
+1%
减持
GOVT
ISHARES TR
-$80.4K
64,037
-5%
增持
SPTM
SPDR SER TR
+$79.9K
34,362
+9%
增持
UPS
UNITED PARCEL SERVICE INC
-$79.2K
5,040
+0%
增持
IVV
ISHARES TR
+$76.6K
2,637
+10%
增持
LQD
ISHARES TR
+$69.9K
8,021
+7%
增持
SPYM
SPDR SER TR
-$67.5K
301,821
+4%
减持
JNK
SPDR SER TR
-$65.4K
4,508
-13%
增持
NVDA
NVIDIA CORPORATION
-$59.0K
2,945
+5%
减持
PSX
PHILLIPS 66
+$57.8K
6,079
-0%
增持
—
ISHARES TR
+$56.2K
40,275
+6%
减持
KO
COCA COLA CO
-$53.2K
3,159
-30%
增持
COP
CONOCOPHILLIPS
+$47.2K
3,408
+9%
减持
FLOT
ISHARES TR
-$43.6K
10,103
-8%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$41.4K
57,155
+10%
增持
IVE
ISHARES TR
+$41.2K
20,350
+1%
减持
SPYD
SPDR SER TR
+$40.2K
43,135
-0%
减持
—
CHUBB LIMITED
+$35.8K
18,041
-8%
减持
SHY
ISHARES TR
-$34.4K
11,286
-4%
减持
BSV
VANGUARD BD INDEX FDS
-$32.7K
6,257
-7%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$30.6K
6,723
+0%
减持
SPIP
SPDR SER TR
-$30.4K
37,681
-7%
减持
SPAB
SPDR SER TR
+$29.5K
61,643
-0%
增持
IWN
ISHARES TR
-$29.4K
8,874
+6%
减持
FCTR
FIRST TR EXCHANGE-TRADED FD
-$23.6K
11,426
-0%
减持
IGSB
ISHARES TR
-$17.9K
10,385
-4%
增持
XBI
SPDR SER TR
-$17.5K
9,701
+9%
减持
MCD
MCDONALDS CORP
+$16.6K
1,072
-2%
减持
XLV
SELECT SECTOR SPDR TR
+$15.2K
3,966
-3%
增持
PFE
PFIZER INC
-$15.0K
27,379
+2%
增持
BAC
BANK AMERICA CORP
-$10.6K
4,912
+0%
减持
DIV
GLOBAL X FDS
+$9.4K
17,150
-1%
增持
SPYV
SPDR SER TR
+$9.3K
6,952
+3%
减持
—
EXXON MOBIL CORP
-$7.7K
3,214
-11%
减持
ITW
ILLINOIS TOOL WKS INC
-$7.4K
1,285
-0%
减持
SDY
SPDR SER TR
+$5.7K
2,506
-1%
减持
XLRE
SELECT SECTOR SPDR TR
+$5.4K
9,238
-1%
减持
IGIB
ISHARES TR
+$4.9K
9,184
-1%
减持
XLF
SELECT SECTOR SPDR TR
+$2.7K
10,637
-2%
减持
DVY
ISHARES TR
+$1.5K
1,604
-2%
