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 |
|---|---|---|---|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | $169.54万 | 0.38% | 2,004 | -431 | -17.7% | -$36.46万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $173.52万 | 0.39% | 67,726 | 4,424 | 7.0% | $11.33万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $175.68万 | 0.39% | 3,664 | -319 | -8.0% | -$15.30万 | 减仓 |
| XBI | SPDR SERIES TRUST | $175.91万 | 0.39% | 13,772 | -260 | -1.9% | -$3.32万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $177.03万 | 0.39% | 13,977 | 605 | 4.5% | $7.66万 | 加仓 |
| EMB | ISHARES TR | $182.28万 | 0.41% | 19,406 | 15,553 | 403.7% | $146.09万 | 加仓 |
| CVX | CHEVRON CORPORATION | $191.80万 | 0.43% | 9,270 | -407 | -4.2% | -$8.42万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $192.10万 | 0.43% | 42,201 | 309 | 0.7% | $1.41万 | 加仓 |
| IWN | ISHARES TR | $196.59万 | 0.44% | 10,369 | 400 | 4.0% | $7.58万 | 加仓 |
| ASML | ASML HLDG NV | $199.31万 | 0.44% | 1,509 | -2,806 | -65.0% | -$370.62万 | 减仓 |
| TBIL | RBB FD INC | $227.08万 | 0.51% | 45,544 | 8,451 | 22.8% | $42.14万 | 加仓 |
| GOOGL | ALPHABET INC | $243.71万 | 0.54% | 8,475 | -10 | -0.1% | -$2,876 | 减仓 |
| IJJ | ISHARES TR | $247.44万 | 0.55% | 18,675 | 575 | 3.2% | $7.62万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $250.25万 | 0.56% | 28,213 | 28,213 | — | $250.25万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $257.93万 | 0.57% | 42,103 | -172 | -0.4% | -$1.05万 | 减仓 |
| IAGG | ISHARES TR | $263.37万 | 0.59% | 52,631 | 3,854 | 7.9% | $19.29万 | 加仓 |
| IDV | ISHARES TR | $267.90万 | 0.60% | 62,947 | -939 | -1.5% | -$4.00万 | 减仓 |
| IR | INGERSOLL RAND INC | $331.74万 | 0.74% | 41,406 | 41,406 | — | $331.74万 | 新建仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $335.64万 | 0.75% | 278,536 | -1,044 | -0.4% | -$1.26万 | 减仓 |
| NFLX | NETFLIX INC. | $337.87万 | 0.75% | 35,140 | 35,140 | — | $337.87万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $339.90万 | 0.76% | 18,632 | 18,632 | — | $339.90万 | 新建仓 |
| PFF | ISHARES TR | $341.56万 | 0.76% | 112,652 | -16,102 | -12.5% | -$48.82万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $350.06万 | 0.78% | 44,277 | 3,679 | 9.1% | $29.09万 | 加仓 |
| GLD | SPDR GOLD TR | $378.19万 | 0.84% | 8,789 | -1,490 | -14.5% | -$64.11万 | 减仓 |
| FICO | FAIR ISAAC CORP | $378.76万 | 0.84% | 3,548 | 515 | 17.0% | $54.98万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $388.16万 | 0.86% | 39,188 | -13,397 | -25.5% | -$132.70万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $389.85万 | 0.87% | 116,234 | 3,585 | 3.2% | $12.02万 | 加仓 |
| IWM | ISHARES TR | $410.28万 | 0.91% | 16,543 | -1,137 | -6.4% | -$28.20万 | 减仓 |
| VLO | VALERO ENERGY CORP | $411.49万 | 0.92% | 16,654 | -10,593 | -38.9% | -$261.73万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $416.38万 | 0.93% | 77,035 | 2,136 | 2.9% | $11.55万 | 加仓 |
| IVE | ISHARES TR | $426.16万 | 0.95% | 20,183 | 524 | 2.7% | $11.06万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $437.10万 | 0.97% | 15,404 | -1,127 | -6.8% | -$31.98万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $445.54万 | 0.99% | 92,206 | 11,248 | 13.9% | $54.35万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $481.70万 | 1.07% | 24,551 | 1,339 | 5.8% | $26.27万 | 加仓 |
| HD | HOME DEPOT INC | $488.63万 | 1.09% | 14,857 | 1,521 | 11.4% | $50.02万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $529.01万 | 1.18% | 89,331 | 6,559 | 7.9% | $38.84万 | 加仓 |
| TMUS | T-MOBILE US INC | $532.38万 | 1.19% | 25,348 | 643 | 2.6% | $13.50万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $548.13万 | 1.22% | 76,203 | 19,392 | 34.1% | $139.49万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $554.20万 | 1.23% | 19,078 | -7,490 | -28.2% | -$217.58万 | 减仓 |
| AMLP | ALPS ETF TR | $582.94万 | 1.30% | 110,740 | 95,700 | 636.3% | $503.76万 | 加仓 |
| CB | CHUBB LTD SWITZ | $588.53万 | 1.31% | 18,057 | 105 | 0.6% | $3.42万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $668.06万 | 1.49% | 41,307 | 41,307 | — | $668.06万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $690.54万 | 1.54% | 11,964 | -161 | -1.3% | -$9.29万 | 减仓 |
| MUB | ISHARES TR | $705.71万 | 1.57% | 66,482 | -23,676 | -26.3% | -$251.32万 | 减仓 |
| MSFT | MICROSOFT CORP | $722.64万 | 1.61% | 19,522 | 8,010 | 69.6% | $296.50万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $864.84万 | 1.93% | 117,441 | 77,694 | 195.5% | $572.14万 | 加仓 |
| EEM | ISHARES TR | $963.56万 | 2.15% | 169,670 | 169,670 | — | $963.56万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $1,010.88万 | 2.25% | 34,365 | -1,182 | -3.3% | -$34.77万 | 减仓 |
| GLDM | WORLD GOLD TR | $1,112.13万 | 2.48% | 119,983 | -12,606 | -9.5% | -$116.85万 | 减仓 |
| PEP | PEPSICO INC | $1,145.02万 | 2.55% | 73,734 | 981 | 1.3% | $15.23万 | 加仓 |
| AAPL | APPLE INC | $1,333.01万 | 2.97% | 52,524 | -992 | -1.9% | -$25.18万 | 减仓 |
| AMZN | AMAZON COM INC | $1,419.76万 | 3.16% | 68,169 | 9,586 | 16.4% | $199.65万 | 加仓 |
| LLY | ELI LILLY & CO | $1,507.32万 | 3.36% | 16,388 | -5,576 | -25.4% | -$512.86万 | 减仓 |
| EFA | ISHARES TR | $1,932.58万 | 4.31% | 198,969 | 48,499 | 32.2% | $471.07万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,468.01万 | 5.50% | 322,447 | 1,610 | 0.5% | $12.32万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,647.07万 | 5.90% | 137,926 | 26,032 | 23.3% | $499.61万 | 加仓 |
| IJH | ISHARES TR | $2,809.46万 | 6.26% | 416,032 | -8,165 | -1.9% | -$55.14万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,016.22万 | 8.95% | 61,756 | 1,066 | 1.8% | $69.33万 | 加仓 |