13F 机构持仓

Wealth Alliance Advisory Group, LLC

Wichita KS · SEC CIK 0001735734

2026Q22026Q1 更早 9 个季度 🔒
$6.91亿2026Q2 申报市值
203持仓数
47.9%前十大占比 · 第一大 9.1%
19 / 13新建仓 / 清仓
申报市值走势$6.91亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 9.1%
FENI 8.0%
VTV 6.2%
VUG 5.3%
PYLD 5.1%
FBND 4.4%
DBX ETF TR 2.7%
JMUB 2.4%
MUNI 2.4%
VTI 2.2%

2026Q2 买入最多 按季末市值估算

DBX ETF TR 加仓+$482.96万
AMAT 加仓+$300.56万
LRCX 加仓+$284.45万
FENI 加仓+$211.79万
AVIG 加仓+$167.71万

2026Q2 卖出最多 按季末市值估算

FRANKLIN TEMPLET 清仓-$342.46万
ORCL 减仓-$285.89万
AMD 减仓-$224.06万
MCD 减仓-$179.29万
SPAB 清仓-$174.00万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
SPYD SPDR SERIES TRUST $52.35万0.08%10,972 00.0% — 不变
UPRO PROSHARES TR $54.20万0.08%3,822 -425-10.0% -$6.03万 减仓
SIXL EXCHANGE TRADED CONCEPTS TRU $54.26万0.08%13,877 00.0% — 不变
CSX CSX CORP $54.78万0.08%11,525 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $56.40万0.08%1,125 -100-8.2% -$5.01万 减仓
UPS UNITED PARCEL SVCS INC $56.90万0.08%5,293 -100-1.9% -$1.08万 减仓
GEV GE VERNOVA INC $56.98万0.08%485 00.0% — 不变
GBTC GRAYSCALE BITCOIN TRUST ETF $58.01万0.08%12,744 00.0% — 不变
PG PROCTER & GAMBLE CO $60.71万0.09%4,140 -4,708-53.2% -$69.04万 减仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $62.14万0.09%52,929 2470.5% $2,900 加仓
TFC TRUIST FINL CORP $63.03万0.09%12,651 -100-0.8% -$4,982 减仓
SO SOUTHERN CO $64.11万0.09%6,698 50.1% $479 加仓
T AT&T INC $66.42万0.10%32,085 -2,145-6.3% -$4.44万 减仓
GLD SPDR GOLD TR $67.52万0.10%1,833 10.1% $368 加仓
ETV EATON VANCE TAX-MANAGED BUY- $69.41万0.10%46,649 00.0% — 不变
EOG EOG RES INC $69.61万0.10%5,366 60012.6% $7.78万 加仓
SIXH EXCHANGE TRADED CONCEPTS TRU $72.07万0.10%16,833 00.0% — 不变
EPD ENTERPRISE PRODS PARTNERS L $73.52万0.11%20,000 -112-0.6% -$4,117 减仓
LMT LOCKHEED MARTIN CORP $73.84万0.11%1,449 00.0% — 不变
F FORD MTR CO $74.23万0.11%53,404 530.1% $737 加仓
JPST J P MORGAN EXCHANGE TRADED F $75.00万0.11%14,830 14,830— $75.00万 新建仓
ITOT ISHARES TR $77.87万0.11%4,740 1,31538.4% $21.60万 加仓
VOO VANGUARD INDEX FDS $79.56万0.12%1,158 40353.4% $27.69万 加仓
FTNT FORTINET INC $80.02万0.12%5,209 20.0% $307 加仓
BA BOEING CO $81.31万0.12%3,756 -3,284-46.6% -$71.09万 减仓
NAD NUVEEN QUALITY MUNCP INCOME $82.20万0.12%67,825 7,21411.9% $8.74万 加仓
TXN TEXAS INSTRS INC $85.13万0.12%2,856 00.0% — 不变
DVN DEVON ENERGY CORP NEW $85.27万0.12%20,636 5,22033.9% $21.57万 加仓
BMY BRISTOL-MYERS SQUIBB CO $90.40万0.13%15,689 -43-0.3% -$2,478 减仓
VMO INVESCO MUN OPPORTUNIT TR $94.71万0.14%95,961 -12,683-11.7% -$12.52万 减仓
BP BP PLC $94.80万0.14%25,657 00.0% — 不变
ONEQ FIDELITY COMWLTH TR $95.27万0.14%9,230 00.0% — 不变
ET ENERGY TRANSFER L P $96.09万0.14%50,258 -663-1.3% -$1.27万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $99.62万0.14%1,416 -2,182-60.6% -$153.51万 减仓
XLRE SELECT SECTOR SPDR TR $100.68万0.15%22,867 -19,341-45.8% -$85.16万 减仓
ENB ENBRIDGE INC $102.59万0.15%18,924 5152.8% $2.79万 加仓
KO COCA COLA CO $103.59万0.15%12,746 1080.9% $8,777 加仓
STRL STERLING INFRASTRUCTURE INC $105.76万0.15%1,260 -420-25.0% -$35.25万 减仓
MRK MERCK & CO INC $106.90万0.15%8,319 290.3% $3,727 加仓
QQQ INVESCO QQQ TR $109.18万0.16%1,483 513.6% $3.75万 加仓
VTEB VANGUARD MUN BD FDS $117.76万0.17%23,282 00.0% — 不变
MCD MCDONALDS CORP $121.64万0.18%4,500 -6,633-59.6% -$179.29万 减仓
PEP PEPSICO INC $130.92万0.19%9,669 -2,206-18.6% -$29.87万 减仓
PSX PHILLIPS 66 $132.77万0.19%7,854 320.4% $5,410 加仓
VZ VERIZON COMMUNICATIONS INC $135.48万0.20%31,997 -5,136-13.8% -$21.75万 减仓
INTC INTEL CORP $138.86万0.20%9,945 -22-0.2% -$3,072 减仓
GOOGL ALPHABET INC $139.17万0.20%3,894 -125-3.1% -$4.47万 减仓
MO ALTRIA GROUP INC $143.01万0.21%19,876 3611.8% $2.60万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $149.77万0.22%2 00.0% — 不变
VKQ INVESCO MUNICIPAL TRUST $151.03万0.22%150,429 30,35525.3% $30.48万 加仓
OKE ONEOK INC NEW $157.81万0.23%18,151 1570.9% $1.36万 加仓
FMAT FIDELITY COVINGTON TRUST $165.80万0.24%28,337 -690-2.4% -$4.04万 减仓
MINT PIMCO ETF TR $168.24万0.24%16,689 12,544302.6% $126.46万 加仓
SPY STATE STR SPDR S&P 500 ETF T $170.67万0.25%2,285 -641-21.9% -$47.88万 减仓
NZF NUVEEN MUN CR INCOME FD $171.03万0.25%134,881 23,39621.0% $29.67万 加仓
EQBK EQUITY BANCSHARES INC $176.67万0.26%36,062 -6,635-15.5% -$32.51万 减仓
PLTR PALANTIR TECHNOLOGIES INC $186.37万0.27%15,974 -2,749-14.7% -$32.07万 减仓
COST COSTCO WHOLESALE CORPORATION $200.85万0.29%2,147 -138-6.0% -$12.91万 减仓
GS GOLDMAN SACHS GROUP INC $203.57万0.29%2,013 86675.5% $87.58万 加仓
AMGN AMGEN INC $208.33万0.30%5,753 20.0% $724 加仓
SGOL ETFS GOLD TR $237.09万0.34%62,017 00.0% — 不变
AGG ISHARES TR $238.40万0.34%24,085 -397-1.6% -$3.93万 减仓
BKE BUCKLE INC $240.12万0.35%56,900 2,2004.0% $9.28万 加仓
V VISA INC $244.40万0.35%7,124 67610.5% $23.19万 加仓
FUTY FIDELITY COVINGTON TRUST $244.72万0.35%41,891 -567-1.3% -$3.31万 减仓
PAA PLAINS ALL AMERN PIPELINE L $247.77万0.36%111,307 1,4491.3% $3.23万 加仓
COP CONOCOPHILLIPS $248.14万0.36%23,869 3041.3% $3.16万 加仓
TSLA TESLA INC $272.55万0.39%6,480 1,12821.1% $47.44万 加仓
HD HOME DEPOT INC $288.58万0.42%8,182 -1,422-14.8% -$50.15万 减仓
ABBV ABBVIE INC $288.90万0.42%11,481 -3,156-21.6% -$79.41万 减仓
UBS UBS GROUP AG $302.11万0.44%60,959 -1-0.0% -$50 减仓
SEIC SEI INVTS CO $328.95万0.48%37,504 00.0% — 不变
CVX CHEVRON CORPORATION $354.04万0.51%21,358 3,51919.7% $58.33万 加仓
AMAT APPLIED MATLS INC $366.06万0.53%5,063 4,157458.8% $300.56万 加仓
JNJ JOHNSON & JOHNSON $379.36万0.55%14,937 -1,156-7.2% -$29.36万 减仓
— AMERICAN RLTY INVS INC $388.09万0.56%174,266 00.0% — 不变
BAC BANK OF AMER CORP $388.17万0.56%68,125 -27,762-29.0% -$158.19万 减仓
LRCX LAM RESEARCH CORP $395.21万0.57%9,120 6,564256.8% $284.45万 加仓
GE GE AEROSPACE $403.53万0.58%10,797 8598.6% $32.10万 加仓
META META PLATFORMS INC $453.95万0.66%8,059 73610.1% $41.46万 加仓
CSCO CISCO SYS INC $454.62万0.66%38,704 -1,408-3.5% -$16.54万 减仓
CAT CATERPILLAR INC $478.09万0.69%4,490 67117.6% $71.45万 加仓
AMD ADVANCED MICRO DEVICES INC $483.14万0.70%8,317 -3,857-31.7% -$224.06万 减仓
RTX RTX CORPORATION $494.35万0.72%26,055 4,07518.5% $77.32万 加仓
WMB WILLIAMS COS INC $524.34万0.76%70,533 270.0% $2,007 加仓
FLMI FRANKLIN TEMPLETON ETF TR $541.67万0.78%215,204 6,5283.1% $16.43万 加仓
MU MICRON TECHNOLOGY INC $576.73万0.83%4,996 77618.4% $89.58万 加仓
WMT WALMART INC $582.73万0.84%51,451 -1,412-2.7% -$15.99万 减仓
JPM JPMORGAN CHASE & CO $593.90万0.86%18,144 3,57324.5% $116.95万 加仓
AVGO BROADCOM INC $617.81万0.89%16,355 140.1% $5,288 加仓
— EXXON MOBIL CORP $653.17万0.94%47,774 -2,627-5.2% -$35.92万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $680.84万0.98%13,606 1,85115.7% $92.62万 加仓
GOOG ALPHABET INC $693.78万1.00%19,635 4762.5% $16.82万 加仓
AMZN AMAZON COM INC $723.65万1.05%30,362 9043.1% $21.55万 加仓
SPEM SPDR INDEX SHS FDS $751.10万1.09%145,057 4510.3% $2.34万 加仓
LLY ELI LILLY & CO $753.80万1.09%6,285 3425.8% $41.02万 加仓
SPTM SPDR SERIES TRUST $757.55万1.10%83,440 -1,672-2.0% -$15.18万 减仓
FYX FIRST TR EXCHANGE-TRADED ALP $855.82万1.24%59,310 -336-0.6% -$4.85万 减仓
MSFT MICROSOFT CORP $873.70万1.26%23,422 1,9919.3% $74.27万 加仓
BOND PIMCO ETF TR $920.17万1.33%99,791 17,87321.8% $164.81万 加仓