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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 149 项
建仓 20
增持 53
减持 60
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
EEM
ISHARES TR
+$9.6M
169,670
减持
LLY
ELI LILLY & CO
-$8.5M
16,388
-25%
清仓
IHI
ISHARES TR
-$7.3M
0
-100%
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
XLI
SELECT SECTOR SPDR TR
+$6.7M
41,307
增持
BND
VANGUARD BD INDEX FDS
+$5.7M
117,441
+195%
增持
AMLP
ALPS ETF TR
+$5.1M
110,740
+636%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$5.0M
137,926
+23%
增持
EFA
ISHARES TR
+$4.9M
198,969
+32%
建仓
COF
CAPITAL ONE FINL CORP
+$3.4M
18,632
建仓
NFLX
NETFLIX INC.
+$3.4M
35,140
建仓
IR
INGERSOLL RAND INC
+$3.3M
41,406
清仓
SNOW
SNOWFLAKE INC
-$3.3M
0
-100%
减持
KYN
KAYNE ANDERSON ENERGY INFRST
-$3.2M
27,793
-91%
减持
—
ASML HLDG NV
-$2.6M
1,509
-65%
减持
MUB
ISHARES TR
-$2.6M
66,482
-26%
建仓
VNQ
VANGUARD INDEX FDS
+$2.5M
28,213
清仓
EOG
EOG RES INC
-$1.9M
0
-100%
增持
MSFT
MICROSOFT CORP
+$1.7M
19,522
+70%
清仓
ADBE
ADOBE INC
-$1.5M
0
-100%
建仓
LEMB
ISHARES INC
+$1.5M
36,288
增持
EMB
ISHARES TR
+$1.5M
19,406
+404%
减持
IEI
ISHARES TR
-$1.3M
2,333
-83%
减持
JPM
JPMORGAN CHASE & CO
-$1.3M
34,365
-3%
增持
FICO
FAIR ISAAC CORP
-$1.3M
3,548
+17%
清仓
CELH
CELSIUS HLDGS INC
-$1.3M
0
-100%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$1.2M
61,756
+2%
减持
AAPL
APPLE INC
-$1.2M
52,524
-2%
减持
LNG
CHENIERE ENERGY INC
+$1.2M
15,404
-7%
增持
SPYM
SPDR SERIES TRUST
-$1.1M
322,447
+1%
减持
APD
AIR PRODUCTS AND CHEMICALS I
-$1.0M
19,078
-28%
增持
PEP
PEPSICO INC
+$1.0M
73,734
+1%
增持
UBER
UBER TECHNOLOGIES INC
+$839.3K
76,203
+34%
清仓
—
ACCENTURE PLC IRELAND
-$799.3K
0
-100%
建仓
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$696.7K
30,062
减持
XLE
SELECT SECTOR SPDR TR
+$689.2K
42,103
-0%
增持
AMZN
AMAZON COM INC
+$675.4K
68,169
+16%
增持
SPSM
SPDR SERIES TRUST
+$661.7K
92,206
+14%
增持
AXP
AMERICAN EXPRESS CO
+$641.2K
3,058
+299%
减持
MRVL
MARVELL TECHNOLOGY INC
-$587.1K
39,188
-25%
清仓
ZTS
ZOETIS INC
-$579.0K
0
-100%
减持
PFF
ISHARES TR
-$570.6K
112,652
-13%
减持
JPC
NUVEEN PFD & INCOME OPPORTUN
-$567.5K
219,469
-20%
增持
IBDR
ISHARES TR
+$556.7K
34,386
+201%
减持
QQQ
INVESCO QQQ TR
-$543.1K
11,964
-1%
增持
SPMD
SPDR SERIES TRUST
+$496.9K
89,331
+8%
减持
GS
GOLDMAN SACHS GROUP INC
-$445.0K
2,004
-18%
减持
CVX
CHEVRON CORPORATION
+$443.1K
9,270
-4%
增持
TBIL
RBB FD INC
+$420.6K
45,544
+23%
增持
GSG
ISHARES S&P GSCI COMMODITY-
+$411.7K
35,180
+12%
清仓
ABT
ABBOTT LABS
-$396.8K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$383.7K
24,551
+6%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$367.7K
5,074
减持
VLO
VALERO ENERGY CORP
-$320.7K
16,654
-39%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$320.2K
5,650
减持
NVDA
NVIDIA CORPORATION
-$318.8K
7,834
-13%
增持
TMUS
T-MOBILE US INC
+$307.7K
25,348
+3%
清仓
NKE
NIKE INC
-$302.2K
0
-100%
清仓
LRCX
LAM RESEARCH CORP
-$298.2K
0
-100%
增持
HD
HOME DEPOT INC
+$297.4K
14,857
+11%
减持
GLD
SPDR GOLD TR
-$291.9K
8,789
-14%
减持
VXF
VANGUARD INDEX FDS
-$286.3K
4,783
-21%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$282.9K
0
-100%
增持
—
CHUBB LTD SWITZ
+$282.1K
18,057
+1%
清仓
CVS
CVS HEALTH CORP
-$277.4K
0
-100%
建仓
TGT
TARGET CORP
+$251.2K
2,073
减持
IWM
ISHARES TR
-$249.4K
16,543
-6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$245.3K
3,664
-8%
清仓
MA
MASTERCARD INCORPORATED
-$242.6K
0
-100%
清仓
POOL
POOL CORP
-$241.3K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$241.2K
10,953
+40%
建仓
FANG
DIAMONDBACK ENERGY INC
+$239.5K
1,211
建仓
AMAT
APPLIED MATLS INC
+$229.7K
672
建仓
NOC
NORTHROP GRUMMAN CORP
+$225.1K
330
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$223.3K
111,462
-10%
建仓
UNH
UNITEDHEALTH GROUP INC
+$221.9K
820
清仓
WFC
WELLS FARGO CO NEW
-$221.8K
0
-100%
减持
GOOGL
ALPHABET INC
-$218.7K
8,475
-0%
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$211.1K
349
建仓
COST
COSTCO WHOLESALE CORPORATION
+$206.3K
207
清仓
META
META PLATFORMS INC
-$205.9K
0
-100%
建仓
WMT
WALMART INC
+$203.0K
1,634
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$202.2K
2,019
减持
GLDM
WORLD GOLD TR
-$197.9K
119,983
-10%
增持
IAGG
ISHARES TR
+$194.3K
52,631
+8%
减持
JNJ
JOHNSON & JOHNSON
+$187.1K
5,698
-2%
减持
RQI
COHEN & STEERS QUALITY INCOM
+$163.6K
278,536
-0%
增持
IWN
ISHARES TR
+$159.4K
10,369
+4%
减持
IDV
ISHARES TR
+$158.7K
62,947
-1%
增持
SPTM
SPDR SERIES TRUST
+$151.2K
44,277
+9%
减持
TSLA
TESLA INC
-$145.9K
822
-18%
减持
—
EXXON MOBIL CORP
+$144.9K
2,986
-1%
增持
GOVT
ISHARES TR
+$144.7K
71,135
+10%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$137.2K
77,035
+3%
减持
XLK
SELECT SECTOR SPDR TR
-$135.1K
11,777
-0%
减持
IVV
ISHARES TR
-$125.6K
2,576
-2%
增持
SDY
SPDR SERIES TRUST
+$122.4K
3,956
+21%
建仓
LAND
GLADSTONE LD CORP
+$114.2K
11,200
增持
PFE
PFIZER INC
+$113.5K
25,231
+6%
减持
GOOG
ALPHABET INC
-$112.9K
2,851
-4%
增持
DIV
GLOBAL X FDS
+$111.5K
37,215
+9%
增持
SPYD
SPDR SERIES TRUST
+$109.2K
42,201
+1%
增持
SPAB
SPDR SERIES TRUST
+$105.1K
67,726
+7%
增持
CAT
CATERPILLAR INC
+$98.2K
433
+19%
减持
IJH
ISHARES TR
+$97.6K
416,032
-2%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$93.8K
102,962
+13%
增持
IJJ
ISHARES TR
+$92.7K
18,675
+3%
增持
IVE
ISHARES TR
+$92.6K
20,183
+3%
增持
SPIB
SPDR SERIES TRUST
+$89.8K
116,234
+3%
减持
DIS
DISNEY WALT CO
-$84.1K
4,752
-0%
增持
LAMR
LAMAR ADVERTISING CO
+$77.7K
13,977
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$62.9K
22,908
+2%
增持
MINT
PIMCO ETF TR
+$62.1K
4,929
+14%
减持
BIL
SPDR SERIES TRUST
-$52.0K
3,901
-13%
减持
COP
CONOCOPHILLIPS
-$52.0K
1,998
-41%
增持
XLF
SELECT SECTOR SPDR TR
-$51.7K
10,354
+1%
减持
XBI
SPDR SERIES TRUST
+$48.2K
13,772
-2%
减持
LMT
LOCKHEED MARTIN CORP
-$48.0K
364
-34%
增持
FALN
ISHARES TR
+$47.3K
53,313
+6%
减持
MRK
MERCK & CO INC
+$45.3K
4,195
-4%
增持
DVY
ISHARES TR
+$38.9K
1,793
+9%
增持
IBDS
ISHARES TR
+$36.3K
24,210
+7%
增持
IBTI
ISHARES TR
+$35.5K
23,643
+8%
增持
SPYV
SPDR SERIES TRUST
+$35.1K
7,892
+9%
减持
GE
GE AEROSPACE
-$28.3K
774
-4%
减持
UPS
UNITED PARCEL SVCS INC
-$26.5K
3,501
-6%
减持
LFEQ
VANECK ETF TRUST
-$25.2K
4,639
-5%
增持
BAC
BANK AMERICA CORP
-$25.2K
4,684
+2%
增持
XLV
SELECT SECTOR SPDR TR
-$22.4K
3,939
+2%
增持
LQD
ISHARES TR
+$22.0K
10,796
+3%
减持
XLRE
SELECT SECTOR SPDR TR
-$18.9K
9,134
-6%
减持
DE
DEERE & CO
+$18.9K
422
-10%
减持
MCD
MCDONALDS CORP
-$18.0K
898
-8%
减持
KO
COCA COLA CO
+$16.8K
3,049
-1%
减持
BALT
INNOVATOR ETFS TRUST
-$14.1K
39,352
-1%
减持
GILD
GILEAD SCIENCES INC
+$10.0K
1,576
-8%
减持
MDY
STATE STR SPDR S&P MIDCAP 40
+$9.2K
993
-1%
减持
DIA
STATE STR SPDR DOW JONES IND
-$9.1K
440
-1%
减持
KVUE
KENVUE INC
-$8.8K
10,572
-5%
减持
BSV
VANGUARD BD INDEX FDS
-$7.8K
5,189
-1%
减持
KR
KROGER CO
+$7.6K
3,576
-11%
减持
SPIP
SPDR SERIES TRUST
-$7.5K
36,917
-1%
增持
IGIB
ISHARES TR
+$7.0K
9,408
+3%
减持
SHY
ISHARES TR
-$7.0K
11,071
-0%
减持
IGSB
ISHARES TR
-$6.3K
9,857
-1%
减持
CSCO
CISCO SYS INC
-$5.3K
2,668
-3%
增持
JNK
SPDR SERIES TRUST
+$3.7K
5,414
+2%
减持
ITW
ILLINOIS TOOL WKS INC
+$3.7K
1,003
-4%
减持
FLOT
ISHARES TR
-$1.7K
9,501
-1%
增持
BX
BLACKSTONE INC
-$153
1,878
+34%
