WEALTH ALLIANCE, LLC
MELLVILLE NY · SEC CIK 0001793904
$11.95亿2026Q2 申报市值
573持仓数
32.7%前十大占比 · 第一大 9.0%
57 / 45新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$1,550.28万
IVW 加仓+$1,411.34万
IUSB 加仓+$1,253.16万
AAPL 加仓+$953.85万
IALT 新建仓+$894.80万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$1,156.62万
EFV 减仓-$947.15万
IEMG 减仓-$711.85万
IVE 减仓-$585.43万
IAGG 清仓-$441.82万
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 |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,150.95万 | 0.96% | 233,552 | 136,339 | 140.2% | $671.88万 | 加仓 |
| GOOGL | ALPHABET INC | $1,156.73万 | 0.97% | 32,368 | 1,644 | 5.4% | $58.75万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,197.96万 | 1.00% | 16,042 | 1,223 | 8.3% | $91.33万 | 加仓 |
| GOVT | ISHARES TR | $1,221.96万 | 1.02% | 536,417 | 150,418 | 39.0% | $342.65万 | 加仓 |
| EFG | ISHARES TR | $1,290.76万 | 1.08% | 103,742 | 2,591 | 2.6% | $32.24万 | 加仓 |
| AMZN | AMAZON COM INC | $1,346.62万 | 1.13% | 56,500 | -2,661 | -4.5% | -$63.42万 | 减仓 |
| OEF | ISHARES TR | $1,441.23万 | 1.21% | 39,392 | 16,859 | 74.8% | $616.82万 | 加仓 |
| AMLP | ALPS ETF TR | $1,464.18万 | 1.23% | 282,387 | -9,780 | -3.3% | -$50.71万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,484.85万 | 1.24% | 74,209 | 729 | 1.0% | $14.59万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,624.96万 | 1.36% | 308,224 | -22,693 | -6.9% | -$119.64万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,666.27万 | 1.39% | 44,670 | 5,548 | 14.2% | $206.95万 | 加仓 |
| IEMG | ISHARES INC | $1,718.60万 | 1.44% | 207,460 | -85,931 | -29.3% | -$711.85万 | 减仓 |
| IVE | ISHARES TR | $2,797.91万 | 2.34% | 123,223 | -25,783 | -17.3% | -$585.43万 | 减仓 |
| IUSB | ISHARES TR | $3,847.33万 | 3.22% | 833,658 | 271,541 | 48.3% | $1,253.16万 | 加仓 |
| IVW | ISHARES TR | $4,407.68万 | 3.69% | 320,489 | 102,621 | 47.1% | $1,411.34万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $4,574.04万 | 3.83% | 672,554 | 123,947 | 22.6% | $842.96万 | 加仓 |
| IVV | ISHARES TR | $6,254.13万 | 5.23% | 83,512 | 20,701 | 33.0% | $1,550.28万 | 加仓 |
| AAPL | APPLE INC | $1.08亿 | 9.00% | 371,628 | 32,964 | 9.7% | $953.85万 | 加仓 |