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 |
|---|---|---|---|---|---|---|---|---|
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -1,326 | -100.0% | -$23.88万 | 清仓 |
| BSY | BENTLEY SYS INC | $0 | 0.00% | 0 | -6,625 | -100.0% | -$23.27万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -928 | -100.0% | -$23.26万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -1,421 | -100.0% | -$23.24万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -3,067 | -100.0% | -$23.08万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -8,084 | -100.0% | -$22.70万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -477 | -100.0% | -$22.59万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -2,761 | -100.0% | -$22.45万 | 清仓 |
| PCTY | PAYLOCITY HLDG CORP | $0 | 0.00% | 0 | -2,048 | -100.0% | -$22.13万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,500 | -100.0% | -$21.96万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -1,151 | -100.0% | -$21.85万 | 清仓 |
| AU | ANGLOGOLD ASHANTI PLC | $0 | 0.00% | 0 | -2,211 | -100.0% | -$21.52万 | 清仓 |
| WK | WORKIVA INC | $0 | 0.00% | 0 | -3,536 | -100.0% | -$21.09万 | 清仓 |
| FRPT | FRESHPET INC | $0 | 0.00% | 0 | -3,563 | -100.0% | -$21.01万 | 清仓 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -2,096 | -100.0% | -$20.84万 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $0 | 0.00% | 0 | -25,529 | -100.0% | -$15.32万 | 清仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $0 | 0.00% | 0 | -10,755 | -100.0% | -$7.47万 | 清仓 |
| GTN | GRAY MEDIA INC | $0 | 0.00% | 0 | -13,778 | -100.0% | -$5.98万 | 清仓 |