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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 136 项
建仓 12
增持 45
减持 67
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$8.5M
111,894
+64%
减持
LLY
ELI LILLY & CO
+$6.7M
21,964
-1%
建仓
TMUS
T-MOBILE US INC
+$5.0M
24,705
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
FICO
FAIR ISAAC CORP
+$3.0M
3,033
+115%
减持
UBER
UBER TECHNOLOGIES INC
-$2.6M
56,811
-23%
减持
RQI
COHEN & STEERS QUALITY INCOM
-$2.4M
279,580
-38%
清仓
LULU
LULULEMON ATHLETICA INC
-$1.6M
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$1.6M
0
-100%
减持
SNOW
SNOWFLAKE INC
-$1.6M
14,904
-31%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.3M
0
-100%
建仓
CELH
CELSIUS HLDGS INC
+$1.3M
28,607
清仓
GNRC
GENERAC HLDGS INC
-$1.3M
0
-100%
减持
NKE
NIKE INC
-$1.1M
4,743
-77%
增持
TBIL
RBB FD INC
+$1.1M
37,093
+141%
清仓
—
ISHARES TR
-$962.4K
0
-100%
减持
GLDM
WORLD GOLD TR
+$937.1K
132,589
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$889.0K
60,690
-0%
增持
MUB
ISHARES TR
+$854.6K
90,158
+9%
减持
HD
HOME DEPOT INC
-$823.6K
13,336
-0%
减持
AAPL
APPLE INC
+$816.2K
53,516
-1%
减持
—
ACCENTURE PLC IRELAND
-$810.0K
2,979
-54%
减持
APD
AIR PRODS & CHEMS INC
-$713.9K
26,568
-0%
增持
XBI
SPDR SERIES TRUST
+$658.1K
14,032
+34%
减持
AMZN
AMAZON COM INC
+$594.3K
58,583
-1%
减持
GOOGL
ALPHABET INC
+$559.8K
8,485
-2%
增持
LNG
CHENIERE ENERGY INC
-$527.9K
16,531
+4%
减持
—
CHUBB LIMITED
+$511.1K
17,952
-0%
减持
MSFT
MICROSOFT CORP
-$477.1K
11,512
-1%
建仓
MRK
MERCK & CO INC
+$459.4K
4,364
减持
GLD
SPDR GOLD TR
-$452.8K
10,279
-19%
增持
EFA
ISHARES TR
+$440.6K
150,470
+0%
增持
BALT
INNOVATOR ETFS TRUST
+$333.5K
39,720
+31%
增持
VTV
VANGUARD INDEX FDS
+$285.6K
23,212
+4%
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$282.9K
1,165
减持
IJH
ISHARES TR
+$281.7K
424,197
-0%
减持
—
ASML HOLDING N V
+$250.4K
4,315
-4%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$248.0K
0
-100%
建仓
GE
GE AEROSPACE
+$248.0K
805
减持
PSX
PHILLIPS 66
-$247.5K
4,479
-26%
清仓
F
FORD MTR CO
-$246.8K
0
-100%
增持
IHI
ISHARES TR
+$245.5K
117,866
+0%
建仓
POOL
POOL CORP
+$241.3K
1,055
减持
PFF
ISHARES TR
-$226.3K
128,754
-3%
建仓
WFC
WELLS FARGO CO NEW
+$221.8K
2,380
清仓
CTAS
CINTAS CORP
-$220.7K
0
-100%
增持
SPMD
SPDR SERIES TRUST
+$216.4K
82,772
+3%
清仓
—
THOMSON REUTERS CORP
-$215.9K
0
-100%
清仓
RMD
RESMED INC
-$213.2K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$212.9K
0
-100%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$212.9K
443
建仓
CSCO
CISCO SYS INC
+$212.3K
2,756
建仓
GILD
GILEAD SCIENCES INC
+$209.6K
1,708
建仓
CAT
CATERPILLAR INC
+$208.5K
364
清仓
SPGI
S&P GLOBAL INC
-$200.5K
0
-100%
减持
EOG
EOG RES INC
-$192.9K
17,921
-3%
建仓
KVUE
KENVUE INC
+$191.0K
11,074
增持
SPTM
SPDR SERIES TRUST
+$175.7K
40,598
+3%
减持
SPYM
SPDR SERIES TRUST
+$174.7K
320,837
-2%
减持
ZTS
ZOETIS INC
-$173.2K
4,602
-10%
减持
JPM
JPMORGAN CHASE & CO.
+$172.3K
35,547
-1%
增持
AMLP
ALPS ETF TR
+$167.5K
15,040
+31%
减持
IWM
ISHARES TR
-$165.7K
17,680
-5%
减持
QQQ
INVESCO QQQ TR
+$160.0K
12,125
-0%
减持
PEP
PEPSICO INC
+$149.8K
72,753
-1%
减持
DIS
DISNEY WALT CO
-$133.1K
4,765
-19%
增持
BND
VANGUARD BD INDEX FDS
+$129.6K
39,747
+5%
减持
IDV
ISHARES TR
+$128.1K
63,886
-2%
减持
SPYD
SPDR SERIES TRUST
-$120.9K
41,892
-5%
减持
PFE
PFIZER INC
-$117.9K
23,895
-15%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$107.5K
124,262
-3%
增持
SPSM
SPDR SERIES TRUST
+$104.5K
80,958
+2%
减持
ADBE
ADOBE INC
-$93.3K
4,294
-5%
增持
IVV
ISHARES TR
+$92.2K
2,640
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$91.7K
7,843
+7%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$91.3K
91,323
+13%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$84.9K
74,899
-1%
减持
FCTR
FIRST TR EXCHANGE-TRADED FD
-$78.1K
7,752
-22%
减持
BSV
VANGUARD BD INDEX FDS
-$76.9K
5,261
-16%
增持
TSLA
TESLA INC
+$76.2K
1,004
+19%
减持
JNJ
JOHNSON & JOHNSON
+$75.6K
5,826
-4%
增持
DIV
GLOBAL X FDS
+$65.2K
34,170
+15%
增持
XLE
SELECT SECTOR SPDR TR
+$64.6K
42,275
+107%
增持
LQD
ISHARES TR
+$64.2K
10,479
+7%
减持
UPS
UNITED PARCEL SERVICE INC
-$60.4K
3,739
-28%
减持
GOOG
ALPHABET INC
+$57.8K
2,966
-17%
增持
IAGG
ISHARES TR
-$57.1K
48,777
+0%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$56.0K
13,372
+0%
增持
ABT
ABBOTT LABS
+$56.0K
3,206
+24%
减持
XLV
SELECT SECTOR SPDR TR
+$45.3K
3,875
-3%
减持
KR
KROGER CO
-$44.8K
4,020
-8%
减持
IWN
ISHARES TR
+$41.7K
9,969
-0%
增持
BIL
SPDR SERIES TRUST
+$41.6K
4,481
+12%
增持
JNK
SPDR SERIES TRUST
+$38.5K
5,293
+9%
减持
SHY
ISHARES TR
-$37.7K
11,122
-4%
减持
CVX
CHEVRON CORP NEW
-$36.3K
9,677
-1%
增持
XLK
SELECT SECTOR SPDR TR
-$35.7K
11,810
+92%
增持
EMB
ISHARES TR
+$34.3K
3,853
+9%
增持
GSG
ISHARES S&P GSCI COMMODITY-
+$33.5K
31,348
+4%
减持
IGIB
ISHARES TR
-$30.5K
9,162
-5%
减持
IGSB
ISHARES TR
-$29.8K
9,917
-5%
减持
XLRE
SELECT SECTOR SPDR TR
-$28.7K
9,711
-3%
减持
JPC
NUVEEN PFD & INCOME OPPORTUN
-$27.6K
274,024
-0%
减持
COP
CONOCOPHILLIPS
-$24.3K
3,373
-6%
减持
MCD
MCDONALDS CORP
-$24.1K
972
-8%
增持
BX
BLACKSTONE INC
-$22.9K
1,402
+0%
减持
FLOT
ISHARES TR
-$22.4K
9,551
-4%
增持
FALN
ISHARES TR
-$20.6K
50,448
+0%
减持
ITW
ILLINOIS TOOL WKS INC
-$18.5K
1,045
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$18.5K
3,983
-1%
减持
RTX
RTX CORPORATION
+$18.1K
1,223
-1%
减持
—
EXXON MOBIL CORP
+$17.2K
3,006
-2%
增持
SPYV
SPDR SERIES TRUST
+$15.6K
7,242
+1%
减持
IVE
ISHARES TR
+$14.5K
19,659
-2%
减持
NVDA
NVIDIA CORPORATION
-$14.3K
9,035
-1%
增持
IBDR
ISHARES TR
+$13.5K
11,426
+5%
减持
BAC
BANK AMERICA CORP
-$12.8K
4,609
-11%
减持
MA
MASTERCARD INCORPORATED
-$12.8K
425
-5%
增持
SPIP
SPDR SERIES TRUST
-$12.8K
37,290
+0%
减持
KO
COCA COLA CO
+$10.2K
3,077
-0%
增持
ZMAR
INNOVATOR ETFS TRUST
+$7.8K
17,385
+0%
增持
IBTI
ISHARES TR
+$7.1K
21,967
+2%
增持
MINT
PIMCO ETF TR
+$6.8K
4,321
+2%
减持
GOVT
ISHARES TR
-$6.8K
64,496
-0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$6.6K
22,491
-5%
增持
IBDS
ISHARES TR
+$6.0K
22,674
+1%
减持
DE
DEERE & CO
-$5.2K
470
-4%
增持
SPIB
SPDR SERIES TRUST
+$4.6K
112,649
+0%
减持
CVS
CVS HEALTH CORP
+$4.5K
3,496
-3%
增持
META
META PLATFORMS INC
+$4.0K
312
+13%
增持
VXF
VANGUARD INDEX FDS
+$3.9K
6,076
+0%
减持
IJJ
ISHARES TR
+$2.2K
18,100
-1%
增持
SPAB
SPDR SERIES TRUST
-$2.2K
63,302
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$1.4K
554
+4%
减持
LRCX
LAM RESEARCH CORP
-$1.3K
1,742
-22%
减持
XLF
SELECT SECTOR SPDR TR
+$575
10,277
-2%
增持
SDY
SPDR SERIES TRUST
-$108
3,269
+1%
