Wealth Advisory Solutions, LLC
ZIONSVILLE IN · SEC CIK 0001834802
$4.49亿2026Q1 申报市值
142持仓数
45.4%前十大占比 · 第一大 8.9%
19 / 12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
EEM 新建仓+$963.56万
XLI 新建仓+$668.06万
BND 加仓+$572.14万
AMLP 加仓+$503.76万
RSP 加仓+$499.61万
2026Q1 卖出最多 按季末市值估算
IHI 清仓-$732.54万
LLY 减仓-$512.86万
KYN 减仓-$380.55万
ASML 减仓-$370.62万
SNOW 清仓-$326.93万
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 |
|---|---|---|---|---|---|---|---|---|
| IHI | ISHARES TR | $0 | 0.00% | 0 | -117,866 | -100.0% | -$732.54万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -14,904 | -100.0% | -$326.93万 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -17,921 | -100.0% | -$188.19万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -4,294 | -100.0% | -$150.29万 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -28,607 | -100.0% | -$130.85万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -2,979 | -100.0% | -$79.93万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -4,602 | -100.0% | -$57.90万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -3,206 | -100.0% | -$39.68万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | -1,165 | -100.0% | -$28.29万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -3,496 | -100.0% | -$27.74万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| POOL | POOL CORP | $0 | 0.00% | 0 | -1,055 | -100.0% | -$24.13万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -2,380 | -100.0% | -$22.18万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LAND | GLADSTONE LD CORP | $11.42万 | 0.03% | 11,200 | 11,200 | — | $11.42万 | 新建仓 |
| KVUE | KENVUE INC | $18.23万 | 0.04% | 10,572 | -502 | -4.5% | -$8,654 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $20.22万 | 0.05% | 2,019 | 2,019 | — | $20.22万 | 新建仓 |
| WMT | WALMART INC | $20.30万 | 0.05% | 1,634 | 1,634 | — | $20.30万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $20.38万 | 0.05% | 440 | -3 | -0.7% | -$1,390 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.63万 | 0.05% | 207 | -23 | -10.0% | -$2.29万 | 重新持有 |
| CSCO | CISCO SYS INC | $20.70万 | 0.05% | 2,668 | -88 | -3.2% | -$6,828 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $21.11万 | 0.05% | 349 | 349 | — | $21.11万 | 新建仓 |
| BX | BLACKSTONE INC | $21.60万 | 0.05% | 1,878 | 476 | 34.0% | $5.47万 | 加仓 |
| GE | GE AEROSPACE | $21.96万 | 0.05% | 774 | -31 | -3.9% | -$8,797 | 减仓 |
| GILD | GILEAD SCIENCES INC | $21.97万 | 0.05% | 1,576 | -132 | -7.7% | -$1.84万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $22.00万 | 0.05% | 364 | -190 | -34.3% | -$11.48万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $22.19万 | 0.05% | 820 | 820 | — | $22.19万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $22.51万 | 0.05% | 330 | 330 | — | $22.51万 | 新建仓 |
| IWF | ISHARES TR | $22.56万 | 0.05% | 529 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $22.84万 | 0.05% | 4,684 | 75 | 1.6% | $3,656 | 加仓 |
| AMAT | APPLIED MATLS INC | $22.97万 | 0.05% | 672 | 672 | — | $22.97万 | 新建仓 |
| KO | COCA COLA CO | $23.19万 | 0.05% | 3,049 | -28 | -0.9% | -$2,129 | 减仓 |
| RTX | RTX CORPORATION | $23.59万 | 0.05% | 1,223 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $23.66万 | 0.05% | 2,222 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $23.77万 | 0.05% | 422 | -48 | -10.2% | -$2.70万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $23.95万 | 0.05% | 1,211 | 1,211 | — | $23.95万 | 新建仓 |
| — | VANECK ETF TRUST | $23.97万 | 0.05% | 4,639 | -251 | -5.1% | -$1.30万 | 减仓 |
| TGT | TARGET CORP | $25.12万 | 0.06% | 2,073 | 2,073 | — | $25.12万 | 新建仓 |
| PPG | PPG INDS INC | $25.65万 | 0.06% | 2,400 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $25.88万 | 0.06% | 3,576 | -444 | -11.0% | -$3.21万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $26.11万 | 0.06% | 1,003 | -42 | -4.0% | -$1.09万 | 减仓 |
| COP | CONOCOPHILLIPS | $26.37万 | 0.06% | 1,998 | -1,375 | -40.8% | -$18.15万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $26.55万 | 0.06% | 907 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $27.15万 | 0.06% | 1,793 | 145 | 8.8% | $2.20万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $27.65万 | 0.06% | 7,752 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $27.67万 | 0.06% | 2,333 | -11,279 | -82.9% | -$133.77万 | 减仓 |
| MCD | MCDONALDS CORP | $27.91万 | 0.06% | 898 | -74 | -7.6% | -$2.30万 | 减仓 |
| TSLA | TESLA INC | $30.56万 | 0.07% | 822 | -182 | -18.1% | -$6.77万 | 减仓 |
| CAT | CATERPILLAR INC | $30.68万 | 0.07% | 433 | 69 | 19.0% | $4.89万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $32.02万 | 0.07% | 5,650 | 5,650 | — | $32.02万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $34.44万 | 0.08% | 3,501 | -238 | -6.4% | -$2.34万 | 减仓 |
| BIL | SPDR SERIES TRUST | $35.75万 | 0.08% | 3,901 | -580 | -12.9% | -$5.31万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $36.77万 | 0.08% | 5,074 | 5,074 | — | $36.77万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $37.30万 | 0.08% | 9,134 | -577 | -5.9% | -$2.36万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $39.69万 | 0.09% | 27,793 | -266,492 | -90.6% | -$380.55万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $40.69万 | 0.09% | 5,189 | -72 | -1.4% | -$5,646 | 减仓 |
| LOW | LOWES COS INC | $43.00万 | 0.10% | 1,820 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $44.65万 | 0.10% | 7,892 | 650 | 9.0% | $3.68万 | 加仓 |
| DIS | DISNEY WALT CO | $45.80万 | 0.10% | 4,752 | -13 | -0.3% | -$1,253 | 减仓 |
| — | INNOVATOR ETFS TRUST | $47.96万 | 0.11% | 17,385 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $48.41万 | 0.11% | 9,501 | -50 | -0.5% | -$2,548 | 减仓 |
| MINT | PIMCO ETF TR | $49.57万 | 0.11% | 4,929 | 608 | 14.1% | $6.11万 | 加仓 |
| IGIB | ISHARES TR | $50.07万 | 0.11% | 9,408 | 246 | 2.7% | $1.31万 | 加仓 |
| MRK | MERCK & CO INC | $50.46万 | 0.11% | 4,195 | -169 | -3.9% | -$2.03万 | 减仓 |
| — | EXXON MOBIL CORP | $50.66万 | 0.11% | 2,986 | -20 | -0.7% | -$3,393 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $51.12万 | 0.11% | 10,354 | 77 | 0.7% | $3,801 | 加仓 |
| IGSB | ISHARES TR | $51.81万 | 0.12% | 9,857 | -60 | -0.6% | -$3,154 | 减仓 |
| JNK | SPDR SERIES TRUST | $51.82万 | 0.12% | 5,414 | 121 | 2.3% | $1.16万 | 加仓 |
| IBTI | ISHARES TR | $52.68万 | 0.12% | 23,643 | 1,676 | 7.6% | $3.73万 | 加仓 |
| SDY | SPDR SERIES TRUST | $57.73万 | 0.13% | 3,956 | 687 | 21.0% | $10.03万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $57.75万 | 0.13% | 3,939 | 64 | 1.7% | $9,383 | 加仓 |
| IBDS | ISHARES TR | $58.69万 | 0.13% | 24,210 | 1,536 | 6.8% | $3.72万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $61.24万 | 0.14% | 993 | -7 | -0.7% | -$4,317 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $66.43万 | 0.15% | 10,953 | 3,110 | 39.7% | $18.86万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $69.67万 | 0.16% | 30,062 | 30,062 | — | $69.67万 | 新建仓 |
| DIV | GLOBAL X FDS | $70.34万 | 0.16% | 37,215 | 3,045 | 8.9% | $5.76万 | 加仓 |
| PFE | PFIZER INC | $70.85万 | 0.16% | 25,231 | 1,336 | 5.6% | $3.75万 | 加仓 |
| PSX | PHILLIPS 66 | $81.60万 | 0.18% | 4,479 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $81.78万 | 0.18% | 2,851 | -115 | -3.9% | -$3.30万 | 减仓 |
| IBDR | ISHARES TR | $83.35万 | 0.19% | 34,386 | 22,960 | 200.9% | $55.66万 | 加仓 |
| SHY | ISHARES TR | $91.41万 | 0.20% | 11,071 | -51 | -0.5% | -$4,211 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $92.50万 | 0.21% | 3,058 | 2,291 | 298.7% | $69.30万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $96.02万 | 0.21% | 36,917 | -373 | -1.0% | -$9,702 | 减仓 |
| VXF | VANGUARD INDEX FDS | $98.43万 | 0.22% | 4,783 | -1,293 | -21.3% | -$26.61万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $112.02万 | 0.25% | 102,962 | 11,639 | 12.7% | $12.66万 | 加仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $113.46万 | 0.25% | 35,180 | 3,832 | 12.2% | $12.36万 | 加仓 |
| LQD | ISHARES TR | $117.67万 | 0.26% | 10,796 | 317 | 3.0% | $3.45万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $131.69万 | 0.29% | 39,352 | -368 | -0.9% | -$1.23万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $136.63万 | 0.30% | 7,834 | -1,201 | -13.3% | -$20.95万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $139.28万 | 0.31% | 5,698 | -128 | -2.2% | -$3.13万 | 减仓 |
| FALN | ISHARES TR | $142.45万 | 0.32% | 53,313 | 2,865 | 5.7% | $7.66万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $146.79万 | 0.33% | 22,908 | 417 | 1.9% | $2.67万 | 加仓 |
| LEMB | ISHARES INC | $148.06万 | 0.33% | 36,288 | 36,288 | — | $148.06万 | 新建仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $153.37万 | 0.34% | 111,462 | -12,800 | -10.3% | -$17.61万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $156.52万 | 0.35% | 11,777 | -33 | -0.3% | -$4,386 | 减仓 |
| GOVT | ISHARES TR | $162.97万 | 0.36% | 71,135 | 6,639 | 10.3% | $15.21万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $165.48万 | 0.37% | 219,469 | -54,555 | -19.9% | -$41.13万 | 减仓 |
| IVV | ISHARES TR | $168.27万 | 0.37% | 2,576 | -64 | -2.4% | -$4.18万 | 减仓 |