WEALTH ALLIANCE, LLC
MELLVILLE NY · SEC CIK 0001793904
$10.13亿2026Q1 申报市值
548持仓数
30.6%前十大占比 · 第一大 8.5%
36 / 40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
EFG 加仓+$1,024.26万
GOVT 加仓+$811.55万
BLCR 新建仓+$757.93万
IDEF 新建仓+$677.91万
IVV 加仓+$469.79万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$1,309.02万
MUB 减仓-$1,287.91万
ITA 减仓-$490.06万
IAU 减仓-$409.62万
IVE 减仓-$344.26万
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 |
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -9,465 | -100.0% | -$174.02万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -15,629 | -100.0% | -$150.48万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -22,278 | -100.0% | -$109.25万 | 清仓 |
| ACWX | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,539 | -100.0% | -$79.91万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -10,946 | -100.0% | -$70.51万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -3,284 | -100.0% | -$67.10万 | 清仓 |
| HDV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -8,965 | -100.0% | -$59.58万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -14,111 | -100.0% | -$58.84万 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -4,083 | -100.0% | -$50.21万 | 清仓 |
| IWN | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARGX | ARGENX SE | $0 | 0.00% | 0 | -567 | -100.0% | -$47.68万 | 清仓 |
| VMRK | EQUITY RESIDENTIAL | $0 | 0.00% | 0 | -7,126 | -100.0% | -$44.92万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MAR | MARRIOTT INTL INC NEW | $0 | 0.00% | 0 | -1,305 | -100.0% | -$40.47万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -4,659 | -100.0% | -$39.59万 | 清仓 |
| IYR | ISHARES TR | $0 | 0.00% | 0 | -4,202 | -100.0% | -$39.45万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -4,027 | -100.0% | -$34.74万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -917 | -100.0% | -$32.10万 | 清仓 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -7,265 | -100.0% | -$29.37万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -1,468 | -100.0% | -$27.24万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,509 | -100.0% | -$27.23万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -936 | -100.0% | -$26.60万 | 清仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $0 | 0.00% | 0 | -5,107 | -100.0% | -$26.37万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | RBB FUND TRUST | $0 | 0.00% | 0 | -20,000 | -100.0% | -$25.80万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -15,143 | -100.0% | -$24.97万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -1,805 | -100.0% | -$24.58万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -583 | -100.0% | -$24.47万 | 清仓 |
| TCOM | TRIP COM GROUP LTD | $0 | 0.00% | 0 | -3,391 | -100.0% | -$24.38万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -4,162 | -100.0% | -$24.30万 | 清仓 |
| IYH | ISHARES TR | $0 | 0.00% | 0 | -3,725 | -100.0% | -$24.25万 | 清仓 |
| EEM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -2,801 | -100.0% | -$22.97万 | 清仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,850 | -100.0% | -$22.83万 | 清仓 |
| AGYS | AGILYSYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DSGX | DESCARTES SYS GROUP INC | $0 | 0.00% | 0 | -2,469 | -100.0% | -$21.64万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -1,971 | -100.0% | -$21.60万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP | $0 | 0.00% | 0 | -741 | -100.0% | -$21.39万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -838 | -100.0% | -$21.25万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAA | PLAINS ALL AMERN PIPELINE L | $0 | 0.00% | 0 | -11,587 | -100.0% | -$20.81万 | 清仓 |
| TECK | TECK RESOURCES LTD | $0 | 0.00% | 0 | -4,339 | -100.0% | -$20.78万 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW | $0 | 0.00% | 0 | -1,101 | -100.0% | -$20.39万 | 清仓 |
| PML | PIMCO MUN INCOME FD II | $0 | 0.00% | 0 | -15,000 | -100.0% | -$11.31万 | 清仓 |
| — | FUBOTV INC | $0 | 0.00% | 0 | -14,440 | -100.0% | -$3.64万 | 清仓 |
| — | SIGNING DAY SPORTS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$9,450 | 清仓 |
| — | BIORESTORATIVE THERAPIES INC | $1.09万 | 0.00% | 40,000 | 0 | 0.0% | — | 不变 |
| — | TIZIANA LIFE SCIENCES LTD | $1.21万 | 0.00% | 10,350 | 0 | 0.0% | — | 不变 |
| ABEV | AMBEV SA | $5.94万 | 0.01% | 20,351 | -3,599 | -15.0% | -$1.05万 | 减仓 |
| GTN | GRAY MEDIA INC | $5.98万 | 0.01% | 13,778 | 1,513 | 12.3% | $6,566 | 加仓 |
| — | ACV AUCTIONS INC | $6.02万 | 0.01% | 14,192 | 14,192 | — | $6.02万 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $7.47万 | 0.01% | 10,755 | -5,762 | -34.9% | -$4.00万 | 减仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $9.22万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $9.44万 | 0.01% | 10,906 | 231 | 2.2% | $2,000 | 加仓 |
| RIG | TRANSOCEAN LTD | $9.56万 | 0.01% | 14,414 | -307 | -2.1% | -$2,035 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $10.09万 | 0.01% | 20,058 | -1,086 | -5.1% | -$5,463 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $10.98万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $15.32万 | 0.02% | 25,529 | 1,920 | 8.1% | $1.15万 | 重新持有 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $15.92万 | 0.02% | 15,187 | 15,187 | — | $15.92万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $20.24万 | 0.02% | 1,123 | -187 | -14.3% | -$3.37万 | 减仓 |
| SUSL | ISHARES TR | $20.24万 | 0.02% | 1,782 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $20.29万 | 0.02% | 5,158 | -385 | -6.9% | -$1.51万 | 减仓 |
| FFIN | FIRST FINL BANKSHARES INC | $20.31万 | 0.02% | 6,898 | -159 | -2.3% | -$4,683 | 重新持有 |
| FTNT | FORTINET INC | $20.44万 | 0.02% | 2,501 | -1 | -0.0% | -$82 | 重新持有 |
| GTY | GETTY RLTY CORP NEW | $20.67万 | 0.02% | 6,501 | 6,501 | — | $20.67万 | 新建仓 |
| HLNE | HAMILTON LANE INC | $20.84万 | 0.02% | 2,096 | 2,096 | — | $20.84万 | 新建仓 |
| FRPT | FRESHPET INC | $21.01万 | 0.02% | 3,563 | 3,563 | — | $21.01万 | 新建仓 |
| WK | WORKIVA INC | $21.09万 | 0.02% | 3,536 | 168 | 5.0% | $1.00万 | 加仓 |
| WDFC | WD 40 CO | $21.09万 | 0.02% | 1,034 | 8 | 0.8% | $1,632 | 加仓 |
| IBN | ICICI BANK LIMITED | $21.21万 | 0.02% | 8,190 | -45 | -0.5% | -$1,165 | 减仓 |
| USFD | US FOODS HLDG CORP | $21.26万 | 0.02% | 2,305 | -616 | -21.1% | -$5.68万 | 重新持有 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $21.51万 | 0.02% | 1,029 | 51 | 5.2% | $1.07万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $21.52万 | 0.02% | 2,211 | -284 | -11.4% | -$2.76万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $21.61万 | 0.02% | 198 | -29 | -12.8% | -$3.16万 | 重新持有 |
| CGNX | COGNEX CORP | $21.75万 | 0.02% | 4,440 | -1 | -0.0% | -$49 | 重新持有 |
| VRSK | VERISK ANALYTICS INC | $21.85万 | 0.02% | 1,151 | 43 | 3.9% | $8,163 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $21.96万 | 0.02% | 3,500 | -132 | -3.6% | -$8,282 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $21.97万 | 0.02% | 2,925 | -906 | -23.6% | -$6.80万 | 减仓 |
| TTD | THE TRADE DESK INC | $21.99万 | 0.02% | 9,690 | 2,277 | 30.7% | $5.17万 | 加仓 |
| UNF | UNIFIRST CORP MASS | $22.07万 | 0.02% | 877 | -335 | -27.6% | -$8.43万 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $22.13万 | 0.02% | 2,048 | 329 | 19.1% | $3.55万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $22.28万 | 0.02% | 1,390 | -65 | -4.5% | -$1.04万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $22.29万 | 0.02% | 835 | 19 | 2.3% | $5,071 | 加仓 |
| SPYM | SPDR SERIES TRUST | $22.41万 | 0.02% | 2,928 | -1,462 | -33.3% | -$11.19万 | 减仓 |
| CCI | CROWN CASTLE INC | $22.45万 | 0.02% | 2,761 | 426 | 18.2% | $3.46万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $22.59万 | 0.02% | 477 | -12 | -2.5% | -$5,682 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $22.59万 | 0.02% | 4,179 | -948 | -18.5% | -$5.12万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $22.70万 | 0.02% | 8,084 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC | $22.88万 | 0.02% | 3,959 | 104 | 2.7% | $6,011 | 加仓 |
| — | NEW YORK LIFE INVTS ACTIVE E | $22.96万 | 0.02% | 10,650 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY CORP | $22.97万 | 0.02% | 2,506 | 378 | 17.8% | $3.46万 | 重新持有 |
| RY | ROYAL BK CDA | $23.02万 | 0.02% | 1,423 | -302 | -17.5% | -$4.89万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $23.08万 | 0.02% | 3,067 | -143 | -4.5% | -$1.08万 | 减仓 |