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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 125 项
建仓 4
增持 77
减持 38
清仓 6
方向
标的
Δ市值
现股数(环比)
清仓
UNP
UNION PAC CORP
-$5.0M
0
-100%
增持
SPYM
SPDR SERIES TRUST
+$3.1M
326,306
+6%
减持
LULU
LULULEMON ATHLETICA INC
-$3.0M
9,232
-53%
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
SPY
SPDR S&P 500 ETF TR
+$2.9M
60,790
+0%
增持
UBER
UBER TECHNOLOGIES INC
+$2.8M
73,962
+55%
减持
—
ACCENTURE PLC IRELAND
-$2.7M
6,526
-54%
减持
AAPL
APPLE INC
+$2.6M
53,932
-1%
减持
ZTS
ZOETIS INC
-$2.1M
5,141
-72%
建仓
FICO
FAIR ISAAC CORP
+$2.1M
1,410
增持
LLY
ELI LILLY & CO
+$1.9M
22,136
+15%
增持
GLDM
WORLD GOLD TR
+$1.8M
135,802
+4%
增持
IJH
ISHARES TR
+$1.5M
424,691
+0%
减持
GNRC
GENERAC HLDGS INC
-$1.5M
7,741
-60%
建仓
NKE
NIKE INC
+$1.4M
20,697
减持
NVO
NOVO-NORDISK A S
-$1.4M
28,577
-33%
增持
RQI
COHEN & STEERS QUALITY INCOM
+$1.2M
450,629
+27%
减持
ADBE
ADOBE INC
-$1.0M
4,525
-33%
增持
GLD
SPDR GOLD TR
+$927.1K
12,734
+8%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$789.1K
294,285
+31%
减持
JPM
JPMORGAN CHASE & CO.
+$684.3K
35,766
-2%
增持
SPMD
SPDR SERIES TRUST
+$672.2K
80,030
+11%
增持
QQQ
INVESCO QQQ TR
+$657.2K
12,140
+1%
增持
EFA
ISHARES TR
+$632.3K
150,038
+0%
减持
—
ASML HOLDING N V
+$593.1K
4,510
-4%
减持
GOOGL
ALPHABET INC
+$569.5K
8,622
-0%
减持
PEP
PEPSICO INC
+$565.7K
73,282
-1%
增持
SPSM
SPDR SERIES TRUST
+$548.9K
79,645
+8%
增持
SPTM
SPDR SERIES TRUST
+$532.1K
39,351
+12%
增持
HD
HOME DEPOT INC
+$527.8K
13,358
+0%
减持
IWM
ISHARES TR
+$454.8K
18,672
-1%
清仓
PG
PROCTER AND GAMBLE CO
-$419.3K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$369.8K
75,885
+0%
清仓
CTRA
COTERRA ENERGY INC
-$342.2K
0
-100%
清仓
KVUE
KENVUE INC
-$339.9K
0
-100%
增持
MSFT
MICROSOFT CORP
+$321.8K
11,670
+1%
增持
IWN
ISHARES TR
+$298.7K
9,981
+7%
增持
IHI
ISHARES TR
-$285.6K
117,841
+0%
增持
NVDA
NVIDIA CORPORATION
+$283.6K
9,108
+2%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$276.5K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$268.3K
22,241
+1%
增持
GOOG
ALPHABET INC
+$245.1K
3,584
+1%
增持
APD
AIR PRODS & CHEMS INC
-$239.9K
26,682
+0%
建仓
RMD
RESMED INC
+$213.2K
779
清仓
DWLD
DAVIS FUNDAMENTAL ETF TR
-$212.6K
0
-100%
建仓
RTX
RTX CORPORATION
+$206.2K
1,232
增持
XBI
SPDR SERIES TRUST
+$202.8K
10,507
+3%
减持
JNJ
JOHNSON & JOHNSON
+$192.4K
6,095
-1%
增持
MUB
ISHARES TR
+$184.7K
82,658
+0%
减持
IVE
ISHARES TR
+$181.7K
20,118
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$179.6K
6,159
+0%
增持
IVV
ISHARES TR
+$155.1K
2,564
+2%
增持
SPIB
SPDR SERIES TRUST
+$153.8K
112,248
+3%
增持
PFF
ISHARES TR
+$149.1K
133,222
+1%
减持
TBIL
RBB FD INC
-$141.9K
15,399
-16%
减持
LNG
CHENIERE ENERGY INC
-$139.9K
15,922
-0%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$138.2K
80,622
+13%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$134.6K
23,558
+5%
增持
SPAB
SPDR SERIES TRUST
+$124.9K
63,142
+7%
增持
XLE
SELECT SECTOR SPDR TR
+$124.4K
20,433
+2%
增持
EOG
EOG RES INC
-$124.2K
18,505
+1%
增持
TSLA
TESLA INC
+$122.8K
844
+6%
增持
CVX
CHEVRON CORP NEW
+$120.2K
9,731
+0%
增持
SDY
SPDR SERIES TRUST
+$104.3K
3,249
+26%
增持
BALT
INNOVATOR ETFS TRUST
+$102.3K
30,393
+9%
减持
MCD
MCDONALDS CORP
-$101.6K
1,057
-27%
减持
MA
MASTERCARD INCORPORATED
-$99.2K
449
-29%
增持
SPYD
SPDR SERIES TRUST
+$97.3K
43,925
+2%
减持
PSX
PHILLIPS 66
+$96.7K
6,069
-1%
减持
IDV
ISHARES TR
+$93.4K
65,450
-2%
增持
DIV
GLOBAL X FDS
+$92.0K
29,770
+20%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$84.7K
4,019
+1%
减持
IJJ
ISHARES TR
+$81.9K
18,344
-1%
增持
UPS
UNITED PARCEL SERVICE INC
-$78.0K
5,163
+2%
增持
LQD
ISHARES TR
+$75.3K
9,783
+6%
增持
IAGG
ISHARES TR
+$74.3K
48,730
+3%
增持
PGF
INVESCO EXCHANGE TRADED FD T
+$71.5K
127,538
+0%
增持
BND
VANGUARD BD INDEX FDS
+$64.9K
37,844
+1%
增持
ZMAR
INNOVATOR ETFS TRUST
+$61.1K
17,363
+13%
减持
DIS
DISNEY WALT CO
-$60.7K
5,897
-1%
减持
VXF
VANGUARD INDEX FDS
+$60.5K
6,051
-3%
增持
LOW
LOWES COS INC
+$58.0K
1,820
+1%
增持
GOVT
ISHARES TR
+$50.4K
64,524
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$48.4K
534
+13%
减持
JPC
NUVEEN PFD & INCOME OPPORTUN
+$47.4K
274,382
-0%
增持
FALN
ISHARES TR
+$46.8K
50,318
+1%
增持
PFE
PFIZER INC
+$46.1K
27,978
+2%
减持
CVS
CVS HEALTH CORP
-$44.7K
3,621
-21%
减持
IEI
ISHARES TR
-$44.4K
13,612
-3%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$40.6K
57,168
+3%
减持
DE
DEERE & CO
-$34.3K
490
-4%
增持
—
ISHARES TR
+$33.2K
41,191
+4%
减持
FCTR
FIRST TR EXCHANGE-TRADED FD
-$32.7K
9,986
-12%
增持
XLRE
SELECT SECTOR SPDR TR
+$32.3K
9,983
+6%
增持
BX
BLACKSTONE INC
+$31.3K
1,399
+1%
增持
GSG
ISHARES S&P GSCI COMMODITY-
+$28.8K
30,012
+0%
增持
MINT
PIMCO ETF TR
+$28.5K
4,238
+7%
增持
SHY
ISHARES TR
+$26.7K
11,558
+3%
增持
BAC
BANK AMERICA CORP
+$23.7K
5,162
+1%
减持
SNOW
SNOWFLAKE INC
+$23.3K
21,519
-0%
减持
ABT
ABBOTT LABS
-$22.8K
2,589
-5%
增持
SPYV
SPDR SERIES TRUST
+$22.6K
7,154
+0%
增持
COP
CONOCOPHILLIPS
+$22.4K
3,594
+2%
减持
LFEQ
VANECK ETF TRUST
-$22.3K
4,890
-15%
减持
KR
KROGER CO
-$22.3K
4,391
-1%
增持
IBDS
ISHARES TR
+$21.3K
22,370
+4%
增持
IBTI
ISHARES TR
+$21.0K
21,630
+4%
增持
XLV
SELECT SECTOR SPDR TR
+$20.7K
3,985
+1%
增持
IBDR
ISHARES TR
+$20.6K
10,836
+8%
增持
XLF
SELECT SECTOR SPDR TR
+$19.3K
10,438
+1%
减持
COST
COSTCO WHSL CORP NEW
-$18.8K
230
-2%
增持
IGIB
ISHARES TR
+$17.8K
9,690
+2%
减持
KO
COCA COLA CO
-$17.5K
3,090
-2%
减持
F
FORD MTR CO
+$16.4K
20,634
-3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$16.3K
845
-1%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$15.9K
13,369
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$15.6K
7,348
+8%
增持
AMZN
AMAZON COM INC
+$13.2K
58,878
+0%
增持
BIL
SPDR SERIES TRUST
+$12.8K
4,009
+4%
增持
EMB
ISHARES TR
+$10.0K
3,537
+0%
减持
FLOT
ISHARES TR
-$8.8K
9,948
-2%
增持
BSV
VANGUARD BD INDEX FDS
+$7.8K
6,229
+1%
增持
IGSB
ISHARES TR
+$6.3K
10,450
+1%
增持
JNK
SPDR SERIES TRUST
+$3.6K
4,858
+0%
增持
SUB
ISHARES TR
+$3.1K
2,222
+1%
减持
SPIP
SPDR SERIES TRUST
+$3.0K
37,258
-1%
