Wealth Alliance Advisory Group, LLC
Wichita KS · SEC CIK 0001735734
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $5,512.11万 | 8.73% | 84,385 | 4,532 | 5.7% | $296.03万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $4,917.65万 | 7.79% | 1,321,950 | 485,068 | 58.0% | $1,804.45万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,868.51万 | 6.13% | 197,172 | -6,192 | -3.0% | -$121.49万 | 减仓 |
| PYLD | PIMCO ETF TR | $3,442.23万 | 5.45% | 1,313,829 | 167,916 | 14.7% | $439.94万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,134.22万 | 4.96% | 687,028 | -71,423 | -9.4% | -$325.83万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3,116.12万 | 4.93% | 71,341 | 11,152 | 18.5% | $487.11万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,584.23万 | 2.51% | 316,909 | 116,601 | 58.2% | $582.89万 | 加仓 |
| MUNI | PIMCO ETF TR | $1,568.09万 | 2.48% | 300,458 | 110,003 | 57.8% | $574.10万 | 加仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $1,487.73万 | 2.36% | 322,299 | 40,351 | 14.3% | $186.26万 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $1,439.11万 | 2.28% | 284,394 | 284,394 | — | $1,439.11万 | 新建仓 |
| — | DBX ETF TR | $1,378.17万 | 2.18% | 457,000 | 457,000 | — | $1,378.17万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $1,311.97万 | 2.08% | 40,895 | 2,464 | 6.4% | $79.05万 | 加仓 |
| AAPL | APPLE INC | $1,182.32万 | 1.87% | 46,586 | 352 | 0.8% | $8.93万 | 加仓 |
| DEUS | DBX ETF TR | $1,107.21万 | 1.75% | 184,874 | 184,874 | — | $1,107.21万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $1,054.84万 | 1.67% | 60,484 | -2,197 | -3.5% | -$38.32万 | 减仓 |
| — | EXXON MOBIL CORP | $855.10万 | 1.35% | 50,401 | 3 | 0.0% | $509 | 加仓 |
| MSFT | MICROSOFT CORP | $793.30万 | 1.26% | 21,431 | 1,798 | 9.2% | $66.56万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $756.61万 | 1.20% | 182,141 | 182,141 | — | $756.61万 | 新建仓 |
| BOND | PIMCO ETF TR | $755.94万 | 1.20% | 81,918 | 81,918 | — | $755.94万 | 新建仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $711.90万 | 1.13% | 59,646 | -2,657 | -4.3% | -$31.71万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $678.35万 | 1.07% | 144,606 | -827 | -0.6% | -$3.88万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $672.89万 | 1.07% | 85,112 | -15,240 | -15.2% | -$120.49万 | 减仓 |
| WMT | WALMART INC | $656.98万 | 1.04% | 52,863 | 760 | 1.5% | $9.45万 | 加仓 |
| AMZN | AMAZON COM INC | $613.52万 | 0.97% | 29,458 | 952 | 3.3% | $19.83万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $563.31万 | 0.89% | 11,755 | 388 | 3.4% | $18.59万 | 加仓 |
| GOOG | ALPHABET INC | $549.59万 | 0.87% | 19,159 | -2,450 | -11.3% | -$70.28万 | 减仓 |
| LLY | ELI LILLY & CO | $546.62万 | 0.87% | 5,943 | -163 | -2.7% | -$14.99万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $517.31万 | 0.82% | 208,676 | 43,907 | 26.6% | $108.85万 | 加仓 |
| WMB | WILLIAMS COS INC | $513.15万 | 0.81% | 70,506 | 6 | 0.0% | $437 | 加仓 |
| AVGO | BROADCOM INC | $505.78万 | 0.80% | 16,341 | -783 | -4.6% | -$24.24万 | 减仓 |
| BAC | BANK AMERICA CORP | $467.45万 | 0.74% | 95,887 | 12,922 | 15.6% | $62.99万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $428.61万 | 0.68% | 14,571 | 260 | 1.8% | $7.65万 | 加仓 |
| RTX | RTX CORPORATION | $424.00万 | 0.67% | 21,980 | -30 | -0.1% | -$5,787 | 减仓 |
| META | META PLATFORMS INC | $418.96万 | 0.66% | 7,323 | 1,147 | 18.6% | $65.62万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $393.37万 | 0.62% | 16,093 | 7,312 | 83.3% | $178.73万 | 加仓 |
| CVX | CHEVRON CORPORATION | $369.08万 | 0.58% | 17,839 | -2,204 | -11.0% | -$45.60万 | 减仓 |
| MCD | MCDONALDS CORP | $346.02万 | 0.55% | 11,133 | 167 | 1.5% | $5.19万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $342.46万 | 0.54% | 145,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $334.21万 | 0.53% | 22,718 | 2,316 | 11.4% | $34.07万 | 加仓 |
| ABBV | ABBVIE INC | $318.33万 | 0.50% | 14,637 | 1,198 | 8.9% | $26.05万 | 加仓 |
| HD | HOME DEPOT INC | $315.88万 | 0.50% | 9,604 | 1,431 | 17.5% | $47.07万 | 加仓 |
| CSCO | CISCO SYS INC | $311.23万 | 0.49% | 40,112 | 897 | 2.3% | $6.96万 | 加仓 |
| COP | CONOCOPHILLIPS | $311.05万 | 0.49% | 23,565 | 158 | 0.7% | $2.09万 | 加仓 |
| SEIC | SEI INVTS CO | $294.29万 | 0.47% | 37,504 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $282.01万 | 0.45% | 9,938 | 164 | 1.7% | $4.65万 | 加仓 |
| SGOL | ETFS GOLD TR | $276.72万 | 0.44% | 62,017 | 0 | 0.0% | — | 不变 |
| BKE | BUCKLE INC | $275.47万 | 0.44% | 54,700 | 23,800 | 77.0% | $119.86万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $273.88万 | 0.43% | 18,723 | 2,797 | 17.6% | $40.91万 | 加仓 |
| CAT | CATERPILLAR INC | $270.53万 | 0.43% | 3,819 | -308 | -7.5% | -$21.82万 | 减仓 |
| — | AMERICAN RLTY INVS INC | $269.24万 | 0.43% | 174,266 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY COVINGTON TRUST | $250.80万 | 0.40% | 42,458 | 6,310 | 17.5% | $37.27万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $247.66万 | 0.39% | 12,174 | 560 | 4.8% | $11.39万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $245.31万 | 0.39% | 109,858 | 10,639 | 10.7% | $23.76万 | 加仓 |
| AGG | ISHARES TR | $243.04万 | 0.38% | 24,482 | 5,332 | 27.8% | $52.93万 | 加仓 |
| UBS | UBS GROUP AG | $238.17万 | 0.38% | 60,960 | -525 | -0.9% | -$2.05万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $227.68万 | 0.36% | 2,285 | 115 | 5.3% | $11.46万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $221.93万 | 0.35% | 3,598 | -21,918 | -85.9% | -$1,351.94万 | 减仓 |
| AMGN | AMGEN INC | $202.35万 | 0.32% | 5,751 | 19 | 0.3% | $6,685 | 加仓 |
| TSLA | TESLA INC | $198.94万 | 0.31% | 5,352 | 840 | 18.6% | $31.22万 | 加仓 |
| V | VISA INC | $194.89万 | 0.31% | 6,448 | 359 | 5.9% | $10.85万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $190.26万 | 0.30% | 2,926 | -656 | -18.3% | -$42.66万 | 减仓 |
| EQBK | EQUITY BANCSHARES INC | $189.62万 | 0.30% | 42,697 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $186.41万 | 0.30% | 37,133 | 152 | 0.4% | $7,630 | 加仓 |
| PEP | PEPSICO INC | $184.41万 | 0.29% | 11,875 | 51 | 0.4% | $7,920 | 加仓 |
| SPAB | SPDR SERIES TRUST | $174.00万 | 0.28% | 67,916 | -269,632 | -79.9% | -$690.79万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $173.29万 | 0.27% | 47,360 | -440,688 | -90.3% | -$1,612.48万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $172.33万 | 0.27% | 42,208 | 5,051 | 13.6% | $20.62万 | 加仓 |
| FMAT | FIDELITY COVINGTON TRUST | $167.31万 | 0.26% | 29,027 | 2,805 | 10.7% | $16.17万 | 加仓 |
| OKE | ONEOK INC NEW | $162.65万 | 0.26% | 17,994 | 35 | 0.2% | $3,164 | 加仓 |
| MA | MASTERCARD INCORPORATED | $161.12万 | 0.26% | 3,225 | 341 | 11.8% | $17.04万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.23% | 2 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $142.57万 | 0.23% | 4,220 | 2,400 | 131.9% | $81.08万 | 加仓 |
| PSX | PHILLIPS 66 | $142.49万 | 0.23% | 7,822 | -291 | -3.6% | -$5.30万 | 减仓 |
| BA | BOEING CO | $140.12万 | 0.22% | 7,040 | 3,159 | 81.4% | $62.88万 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $135.79万 | 0.21% | 111,485 | 31,500 | 39.4% | $38.37万 | 加仓 |
| MO | ALTRIA GROUP INC | $128.78万 | 0.20% | 19,515 | -589 | -2.9% | -$3.89万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $127.80万 | 0.20% | 8,848 | -21 | -0.2% | -$3,033 | 减仓 |
| SYK | STRYKER CORPORATION | $126.67万 | 0.20% | 3,855 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $120.59万 | 0.19% | 25,657 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $116.15万 | 0.18% | 23,282 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $115.57万 | 0.18% | 4,019 | -532 | -11.7% | -$15.30万 | 减仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $114.31万 | 0.18% | 120,074 | 38,873 | 47.9% | $37.01万 | 加仓 |
| VMO | INVESCO MUN OPPORTUNIT TR | $103.32万 | 0.16% | 108,644 | 38,839 | 55.6% | $36.94万 | 加仓 |
| MRK | MERCK & CO INC | $99.72万 | 0.16% | 8,290 | 89 | 1.1% | $1.07万 | 加仓 |
| ENB | ENBRIDGE INC | $99.67万 | 0.16% | 18,409 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $99.23万 | 0.16% | 34,230 | -55 | -0.2% | -$1,594 | 减仓 |
| ET | ENERGY TRANSFER L P | $98.28万 | 0.16% | 50,921 | 1,825 | 3.7% | $3.52万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $97.01万 | 0.15% | 1,147 | -1,102 | -49.0% | -$93.20万 | 减仓 |
| KO | COCA COLA CO | $96.11万 | 0.15% | 12,638 | -313 | -2.4% | -$2.38万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $95.41万 | 0.15% | 15,732 | 228 | 1.5% | $1.38万 | 加仓 |
| NFLX | NETFLIX INC. | $91.17万 | 0.14% | 9,482 | 606 | 6.8% | $5.83万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $87.56万 | 0.14% | 1,449 | 1 | 0.1% | $604 | 加仓 |
| CAH | CARDINAL HEALTH INC | $82.64万 | 0.13% | 3,911 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $82.63万 | 0.13% | 1,432 | 30 | 2.1% | $1.73万 | 加仓 |
| GLD | SPDR GOLD TR | $78.82万 | 0.12% | 1,832 | -1,673 | -47.7% | -$71.98万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $78.37万 | 0.12% | 9,230 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $77.57万 | 0.12% | 15,416 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $76.10万 | 0.12% | 20,112 | 167 | 0.8% | $6,319 | 加仓 |
| SIXH | EXCHANGE TRADED CONCEPTS TRU | $70.95万 | 0.11% | 16,833 | -23,343 | -58.1% | -$98.39万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $69.70万 | 0.11% | 60,611 | 31,909 | 111.2% | $36.70万 | 加仓 |