13F 机构持仓

Wealth Alliance Advisory Group, LLC

Wichita KS · SEC CIK 0001735734

2026Q22026Q1 更早 9 个季度 🔒
$6.32亿2026Q1 申报市值
197持仓数
47.6%前十大占比 · 第一大 8.7%
12 / 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 8.7%
FENI 7.8%
VTV 6.1%
PYLD 5.5%
FBND 5.0%
VUG 4.9%
JMUB 2.5%
MUNI 2.5%
BBAG 2.4%
FIDELITY MERRI 2.3%

2026Q1 买入最多 按季末市值估算

FENI 加仓+$1,804.45万
FIDELITY MERRIMA 新建仓+$1,439.11万
DBX ETF TR 新建仓+$1,378.17万
DEUS 新建仓+$1,107.21万
AVIG 新建仓+$756.61万

2026Q1 卖出最多 按季末市值估算

CWI 减仓-$1,612.48万
MDY 减仓-$1,351.94万
SPAB 减仓-$690.79万
JMST 清仓-$476.94万
FBND 减仓-$325.83万

2026Q1 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
JMST J P MORGAN EXCHANGE TRADED F $00.00%0 -93,628-100.0% -$476.94万 清仓
IHF ISHARES TR $00.00%0 -31,890-100.0% -$152.89万 清仓
SIXA EXCHANGE TRADED CONCEPTS TRU $00.00%0 -19,313-100.0% -$96.43万 清仓
SIXS EXCHANGE TRADED CONCEPTS TRU $00.00%0 -14,118-100.0% -$71.63万 清仓
UBER UBER TECHNOLOGIES INC $00.00%0 -8,689-100.0% -$71.00万 清仓
— EXCHANGE TRADED CONCEPTS TRU $00.00%0 -21,406-100.0% -$70.49万 清仓
JPIB J P MORGAN EXCHANGE TRADED F $00.00%0 -8,264-100.0% -$40.25万 清仓
JCPB J P MORGAN EXCHANGE TRADED F $00.00%0 -7,709-100.0% -$36.50万 清仓
— ISHARES TR $00.00%0 -14,036-100.0% -$35.99万 清仓
FANG DIAMONDBACK ENERGY INC $00.00%0 -1,689-100.0% -$25.39万 清仓
AZN ASTRAZENECA PLC $00.00%0 -1,200-100.0% -$22.06万 清仓
MSTR STRATEGY INC $00.00%0 -1,450-100.0% -$22.03万 清仓
MS MORGAN STANLEY $00.00%0 -1,158-100.0% -$20.55万 清仓
NAK NORTHERN DYNASTY MINERALS LT $2.14万0.00%15,300 3002.0% $420 加仓
— PIMCO INCOME STRATEGY FD II $8.27万0.01%12,000 00.0% — 不变
JFR NUVEEN FLOATING RATE INCOME $8.83万0.01%11,741 00.0% — 不变
CFFN CAPITOL FED FINL INC $8.84万0.01%12,392 00.0% — 不变
EIM EATON VANCE MUN BD FD $12.32万0.02%12,611 00.0% — 不变
— INVESCO TR INVT GRADE MUNS $15.53万0.02%15,737 00.0% — 不变
XLE SELECT SECTOR SPDR TR $20.83万0.03%3,400 3,400— $20.83万 新建仓
NOC NORTHROP GRUMMAN CORP $21.07万0.03%309 309— $21.07万 新建仓
ADM ARCHER DANIELS MIDLAND CO $21.14万0.03%2,908 2,908— $21.14万 新建仓
UNP UNION PAC CORP $21.17万0.03%872 10.1% $243 加仓
RGLD ROYAL GOLD INC $21.28万0.03%836 -164-16.4% -$4.17万 重新持有
PTY PIMCO CORPORATE & INCOME OPP $21.52万0.03%17,847 00.0% — 不变
APA APA CORPORATION $21.59万0.03%5,088 -15,140-74.8% -$64.25万 减仓
EQT EQT CORP $21.62万0.03%3,397 3,397— $21.62万 新建仓
INCY INCYTE CORP $22.59万0.04%2,400 -5-0.2% -$471 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $23.69万0.04%2,927 00.0% — 不变
SUN SUNOCO LP/SUNOCO FIN CORP $23.74万0.04%3,654 3,654— $23.74万 新建仓
PML PIMCO MUN INCOME FD II $23.77万0.04%31,400 00.0% — 不变
FCX FREEPORT MCMORAN INC $23.78万0.04%4,045 30.1% $176 加仓
MPLX MPLX LP $24.37万0.04%4,270 4,270— $24.37万 新建仓
OTTR OTTER TAIL CORP $24.39万0.04%2,779 00.0% — 不变
KR KROGER CO $24.50万0.04%3,385 -347-9.3% -$2.51万 减仓
GRMN GARMIN LTD $24.50万0.04%1,056 -100-8.7% -$2.32万 减仓
AGI ALAMOS GOLD INC $25.10万0.04%5,650 00.0% — 不变
EVRG EVERGY INC $25.37万0.04%3,097 -326-9.5% -$2.67万 减仓
FAST FASTENAL CO $25.40万0.04%5,474 1312.5% $6,078 加仓
SCHD SCHWAB STRATEGIC TR $25.66万0.04%8,364 00.0% — 不变
APO APOLLO GLOBAL MGMT INC $25.68万0.04%2,305 30215.1% $3.36万 加仓
HCA HCA HEALTHCARE INC $26.22万0.04%554 00.0% — 不变
GIS GENERAL MILLS INC $26.31万0.04%7,068 1542.2% $5,732 加仓
QCOM QUALCOMM INC $26.59万0.04%2,064 00.0% — 不变
XLF SELECT SECTOR SPDR TR $26.64万0.04%5,396 00.0% — 不变
KMI KINDER MORGAN INC DEL $26.73万0.04%7,971 -105-1.3% -$3,521 减仓
ARKK ARK ETF TR $27.58万0.04%4,081 00.0% — 不变
CQP CHENIERE ENERGY PARTNERS L P $27.79万0.04%4,300 00.0% — 不变
CNOB CONNECTONE BANCORP INC $27.80万0.04%10,385 00.0% — 不变
VST VISTRA CORP $28.62万0.05%1,904 -88-4.4% -$1.32万 减仓
CCJ CAMECO CORP $30.77万0.05%2,833 00.0% — 不变
AMAT APPLIED MATLS INC $30.97万0.05%906 30.3% $1,025 加仓
KMB KIMBERLY-CLARK CORP $31.57万0.05%3,273 2719.0% $2.61万 加仓
GILD GILEAD SCIENCES INC $31.80万0.05%2,282 50.2% $697 加仓
NVS NOVARTIS AG $32.08万0.05%2,100 00.0% — 不变
PM PHILIP MORRIS INTL INC $32.34万0.05%1,956 50.3% $827 加仓
— HONEYWELL INTL INC $32.62万0.05%1,443 -672-31.8% -$15.19万 减仓
ARCC ARES CAPITAL CORP $32.62万0.05%18,100 -1,752-8.8% -$3.16万 减仓
USB US BANCORP $33.19万0.05%6,382 50.1% $260 加仓
SGDM SPROTT ETF TRUST $33.40万0.05%4,425 00.0% — 不变
SLB SLB LIMITED $34.15万0.05%6,645 -571-7.9% -$2.93万 减仓
DE DEERE & CO $34.25万0.05%608 -1-0.2% -$563 减仓
GD GENERAL DYNAMICS CORP $34.36万0.05%1,001 -1-0.1% -$343 减仓
CBSH COMMERCE BANCSHARES INC $34.41万0.05%6,994 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $35.00万0.06%1,444 -2,556-63.9% -$61.95万 减仓
MDLZ MONDELEZ INTL INC $35.13万0.06%6,095 -5-0.1% -$288 减仓
PAGP PLAINS GP HLDGS L P $36.06万0.06%14,850 00.0% — 不变
WFC WELLS FARGO & CO $36.27万0.06%4,556 -15-0.3% -$1,194 减仓
BX BLACKSTONE INC $36.70万0.06%3,192 42615.4% $4.90万 加仓
PAAS PAN AMERN SILVER CORP $36.91万0.06%6,757 1973.0% $1.08万 加仓
VGT VANGUARD WORLD FD $36.98万0.06%530 00.0% — 不变
ED CONSOLIDATED EDISON INC $38.48万0.06%3,400 00.0% — 不变
MUB ISHARES TR $39.45万0.06%3,716 00.0% — 不变
WPM WHEATON PRECIOUS METALS CORP $39.63万0.06%3,025 00.0% — 不变
— BITWISE 10 CRYPTO INDEX ETF $39.66万0.06%8,891 -1,390-13.5% -$6.20万 减仓
XEVTX EATON VANCE TAX ADVT DIV INC $40.84万0.06%16,637 00.0% — 不变
RF REGIONS FINANCIAL CORP NEW $40.89万0.06%15,656 200.1% $522 加仓
UPRO PROSHARES TR $41.19万0.07%4,247 50.1% $485 加仓
MINT PIMCO ETF TR $41.69万0.07%4,145 4,145— $41.69万 新建仓
AEM AGNICO EAGLE MINES LTD $41.71万0.07%2,055 -4-0.2% -$812 减仓
PFE PFIZER INC $42.15万0.07%15,011 610.4% $1,713 加仓
SHOP SHOPIFY INC $42.19万0.07%3,557 00.0% — 不变
GEV GE VERNOVA INC $42.34万0.07%485 388.5% $3.32万 加仓
FTNT FORTINET INC $42.55万0.07%5,207 -2,005-27.8% -$16.38万 减仓
INTC INTEL CORP $43.98万0.07%9,967 00.0% — 不变
TQQQ PROSHARES TR $44.00万0.07%10,556 -4,000-27.5% -$16.67万 减仓
VOO VANGUARD INDEX FDS $45.12万0.07%755 425128.8% $25.40万 加仓
RRC RANGE RES CORP $45.41万0.07%10,050 20.0% $90 加仓
VLO VALERO ENERGY CORP $45.86万0.07%1,856 -17-0.9% -$4,200 减仓
RSP INVESCO EXCHANGE TRADED FD T $46.93万0.07%2,445 00.0% — 不变
PHYS SPROTT ASSET MANAGEMENT LP $47.10万0.07%13,289 00.0% — 不变
CSX CSX CORP $47.31万0.07%11,525 00.0% — 不变
— AMPLIFY ETF TR $47.58万0.08%7,200 00.0% — 不变
ITOT ISHARES TR $48.78万0.08%3,425 00.0% — 不变
SPYD SPDR SERIES TRUST $49.94万0.08%10,972 00.0% — 不变
SLV ISHARES SILVER TR $52.14万0.08%7,652 -559-6.8% -$3.81万 减仓
SIXL EXCHANGE TRADED CONCEPTS TRU $52.25万0.08%13,877 -35,952-72.2% -$135.36万 减仓
UPS UNITED PARCEL SVCS INC $53.06万0.08%5,393 4068.1% $3.99万 加仓
LRCX LAM RESEARCH CORP $54.60万0.09%2,556 -117-4.4% -$2.50万 减仓
TXN TEXAS INSTRS INC $55.45万0.09%2,856 722.6% $1.40万 加仓