13FBOX
WEALTH ALLIANCE, LLC · 13F 持仓分析
期权收益计算器 机构排行

WEALTH ALLIANCE, LLC

No.2459 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$11.95亿
环比变动 Q1 2026
+$1.83亿+18.0%
持仓股票数
573
新买入
70
加仓
187
减仓
284
清仓
45
持股不变
32
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
9%8.49%$1.08亿37.2万股$8,595.0万33.9万股+3.3万股+9.73%加仓
IiShares安硕信托IVV
5.23%4.05%$6,254.1万8.4万股$4,102.9万6.3万股+2.1万股+32.96%加仓
B贝莱德ETF信托DYNF
3.83%3.15%$4,574.0万67.3万股$3,191.8万54.9万股+12.4万股+22.59%加仓
IiShares安硕信托IVW
3.69%2.43%$4,407.7万32.0万股$2,464.3万21.8万股+10.3万股+47.10%加仓
IiShares安硕信托IUSB
3.22%2.56%$3,847.3万83.4万股$2,596.4万56.2万股+27.2万股+48.31%加仓
IiShares安硕·S&PIVE
2.34%3.11%$2,797.9万12.3万股$3,146.3万14.9万股-2.6万股-17.30%减仓
IiShares安硕IEMG
1.44%2.02%$1,718.6万20.7万股$2,046.4万29.3万股-8.6万股-29.29%减仓
微软MSFT
1.39%1.43%$1,666.3万4.5万股$1,448.2万3.9万股+5,548股+14.18%加仓
B贝莱德ETF信托BAI
1.36%1.08%$1,625.0万30.8万股$1,090.4万33.1万股-2.3万股-6.86%减仓
英伟达NVDA
1.24%1.27%$1,484.9万7.4万股$1,281.5万7.3万股+729股+0.99%加仓
AALPS ETF信托AMLP
1.23%1.52%$1,464.2万28.2万股$1,538.0万29.2万股-9,780股-3.35%减仓
IiShares安硕·S&P 100 ETFIWO
1.21%0.71%$1,441.2万3.9万股$716.7万2.3万股+1.7万股+74.82%加仓
亚马逊AMZN
1.13%1.22%$1,346.6万5.7万股$1,232.2万5.9万股-2,661股-4.50%减仓
IiShares安硕信托EFG
1.08%1.11%$1,290.8万10.4万股$1,126.5万10.1万股+2,591股+2.56%加仓
IiShares安硕信托GJS
1.02%0.87%$1,222.0万53.6万股$884.3万38.6万股+15.0万股+38.97%加仓
SSPDR标普500 ETFSPY
1%0.95%$1,198.0万1.6万股$963.7万1.5万股+1,223股+8.25%加仓
谷歌AGOOGL
0.97%0.87%$1,156.7万3.2万股$883.5万3.1万股+1,644股+5.35%加仓
C资本集团股息价值CCBG
0.96%0.41%$1,150.9万23.4万股$413.5万9.7万股+13.6万股+140.25%加仓
TT. ROWE PRICE INTERNATIONAL EQUITY ETFTOUS
0.95%0.66%$1,134.3万29.6万股$665.3万19.3万股+10.3万股+53.49%加仓
B贝莱德ETF信托THRO
0.94%1.21%$1,128.1万26.2万股$1,228.8万33.9万股-7.8万股-22.87%减仓
V先锋领航指数基金VNQ
0.88%0.68%$1,049.8万10.9万股$691.3万7.8万股+3.1万股+39.68%加仓
IiShares安硕信托EFV
0.85%1.88%$1,015.8万13.3万股$1,906.6万25.6万股-12.4万股-48.25%减仓
B贝莱德ETF信托BLCR
0.83%0.75%$992.4万19.7万股$757.9万18.5万股+1.2万股+6.73%加仓
TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF
0.83%0.47%$987.1万24.0万股$476.9万13.4万股+10.6万股+79.22%加仓
博通AVGO
0.8%0.79%$953.2万2.5万股$795.2万2.6万股-459股-1.79%减仓
B贝莱德·ETF TRUST IIBRTR
0.77%0.42%$921.3万18.3万股$427.9万8.5万股+9.8万股+114.72%加仓
礼来LLY
0.76%0.7%$908.4万7,574股$709.8万7,717股-143股-1.85%减仓
B贝莱德ETF信托IALT
0.75%$894.8万31.9万股$00股+31.9万股新买入
台积电TSM
0.74%0.63%$881.5万1.8万股$637.3万1.9万股-398股-2.11%减仓
IiShares安硕信托MTUM
0.7%0.71%$834.9万2.4万股$715.0万3.0万股-5,440股-18.26%减仓
B贝莱德ETF信托CORO
0.69%$827.7万22.6万股$00股+22.6万股新买入
A美国世纪ETF信托AVEM
0.68%0.39%$818.7万8.5万股$393.1万4.9万股+3.6万股+73.93%加仓
IiShares黄金信托IAU
0.64%0.88%$760.5万10.1万股$890.6万10.1万股-301股-0.30%减仓
Arista网络ANET
0.61%0.48%$724.2万4.3万股$488.9万4.0万股+2,817股+7.08%加仓
泛林集团LRCX
0.59%0.34%$702.4万1.6万股$343.0万1.6万股+155股+0.97%加仓
AAlphabet Inc Class CGOOG
0.56%0.47%$671.1万1.9万股$480.5万1.7万股+2,246股+13.41%加仓
iShares安硕·MBSACGL
0.56%0.61%$664.2万7.0万股$617.5万6.5万股+5,229股+8.04%加仓
Meta平台META
0.55%0.77%$660.3万1.2万股$784.2万1.4万股-1,984股-14.48%减仓
IiShares安硕信托TLH
0.5%0.78%$594.6万5.9万股$790.4万7.8万股-1.9万股-24.49%减仓
IiShares安硕信托AOA
0.49%0.53%$579.7万5.9万股$532.8万6.0万股-815股-1.35%减仓
阿斯麦ASML
0.48%0.36%$573.3万2,882股$366.9万2,777股+105股+3.78%加仓
BBlackrock Etf Trust Ishares Defense Industrials ActiveIDEF
0.48%0.67%$572.5万18.0万股$677.9万20.7万股-2.7万股-13.05%减仓
摩根大通JPM
0.47%0.47%$567.6万1.7万股$471.4万1.6万股+1,315股+8.20%加仓
艾伯维ABBV
0.45%0.45%$537.7万2.1万股$455.7万2.1万股+414股+1.98%加仓
IiShares安硕信托IEFA
0.43%0.47%$513.9万5.3万股$475.9万5.3万股+649股+1.23%加仓
J骏利Detroit策略信托JMBS
0.43%0.25%$508.4万11.3万股$249.0万5.5万股+5.8万股+105.04%加仓
V先锋领航市政债券基金VTEB
0.38%0.37%$449.4万8.9万股$373.8万7.5万股+1.4万股+18.61%加仓
IiShares安硕信托SHV
0.36%0.68%$428.2万3.9万股$690.8万6.3万股-2.4万股-37.99%减仓
IiShares安硕信托LMUB
0.36%0.41%$424.3万8.3万股$411.3万8.2万股+467股+0.57%加仓
BBONDBLOXX ETF TRUSTXTEN
0.35%0.2%$419.5万9.2万股$201.9万4.4万股+4.8万股+109.02%加仓

🧭 机构资金流板块热力图

净流出 净流入