Wealth Advisory Solutions, LLC
ZIONSVILLE IN · SEC CIK 0001834802
$4.87亿2026Q2 申报市值
150持仓数
46.2%前十大占比 · 第一大 9.2%
14 / 10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
NOW 新建仓+$371.37万
NFLX 加仓+$185.06万
ULTA 新建仓+$178.81万
AXP 加仓+$162.09万
MUB 加仓+$158.98万
2026Q2 卖出最多 按季末市值估算
MRVL 减仓-$795.57万
VLO 清仓-$411.49万
LNG 减仓-$346.33万
FICO 减仓-$151.14万
IJH 减仓-$137.90万
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 |
|---|---|---|---|---|---|---|---|---|
| ULTA | ULTA BEAUTY INC | $178.81万 | 0.37% | 3,965 | 3,965 | — | $178.81万 | 新建仓 |
| LEMB | ISHARES INC | $189.67万 | 0.39% | 44,701 | 8,413 | 23.2% | $35.70万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $192.15万 | 0.39% | 40,275 | -1,926 | -4.6% | -$9.19万 | 减仓 |
| IVV | ISHARES TR | $192.54万 | 0.40% | 2,571 | -5 | -0.2% | -$3,744 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $194.08万 | 0.40% | 1,919 | -85 | -4.2% | -$8.60万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $204.41万 | 0.42% | 13,105 | -872 | -6.2% | -$13.60万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $205.43万 | 0.42% | 38,679 | -3,424 | -8.1% | -$18.18万 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $206.33万 | 0.42% | 261,844 | 42,375 | 19.3% | $33.39万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $215.35万 | 0.44% | 11,303 | -474 | -4.0% | -$9.03万 | 减仓 |
| XBI | SPDR SERIES TRUST | $223.45万 | 0.46% | 14,120 | 348 | 2.5% | $5.51万 | 加仓 |
| EMB | ISHARES TR | $226.06万 | 0.46% | 23,440 | 4,034 | 20.8% | $38.90万 | 加仓 |
| IWN | ISHARES TR | $237.02万 | 0.49% | 10,715 | 346 | 3.3% | $7.65万 | 加仓 |
| TBIL | RBB FD INC | $241.67万 | 0.50% | 48,470 | 2,926 | 6.4% | $14.59万 | 加仓 |
| IDV | ISHARES TR | $256.64万 | 0.53% | 61,945 | -1,002 | -1.6% | -$4.15万 | 减仓 |
| IAGG | ISHARES TR | $257.35万 | 0.53% | 50,860 | -1,771 | -3.4% | -$8.96万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $265.53万 | 0.55% | 7,850 | 4,792 | 156.7% | $162.09万 | 加仓 |
| IJJ | ISHARES TR | $271.32万 | 0.56% | 18,366 | -309 | -1.7% | -$4.56万 | 减仓 |
| FICO | FAIR ISAAC CORP | $272.77万 | 0.56% | 2,283 | -1,265 | -35.7% | -$151.14万 | 减仓 |
| ASML | ASML HLDG NV | $292.45万 | 0.60% | 1,470 | -39 | -2.6% | -$7.76万 | 减仓 |
| GOOGL | ALPHABET INC | $296.12万 | 0.61% | 8,286 | -189 | -2.2% | -$6.75万 | 减仓 |
| TMUS | T-MOBILE US INC | $319.41万 | 0.66% | 19,043 | -6,305 | -24.9% | -$105.75万 | 减仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $321.32万 | 0.66% | 261,026 | -17,510 | -6.3% | -$21.55万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $325.81万 | 0.67% | 33,787 | 5,574 | 19.8% | $53.75万 | 加仓 |
| GLD | SPDR GOLD TR | $330.02万 | 0.68% | 8,959 | 170 | 1.9% | $6.26万 | 加仓 |
| IR | INGERSOLL RAND INC | $339.19万 | 0.70% | 41,370 | -36 | -0.1% | -$2,952 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $357.99万 | 0.73% | 17,844 | -788 | -4.2% | -$15.81万 | 减仓 |
| NOW | SERVICENOW INC | $371.37万 | 0.76% | 37,406 | 37,406 | — | $371.37万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $371.80万 | 0.76% | 12,481 | -26,707 | -68.2% | -$795.57万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $382.34万 | 0.78% | 114,267 | -1,967 | -1.7% | -$6.58万 | 减仓 |
| PFF | ISHARES TR | $408.93万 | 0.84% | 134,120 | 21,468 | 19.1% | $65.46万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $414.82万 | 0.85% | 69,496 | -7,539 | -9.8% | -$45.00万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $421.34万 | 0.86% | 46,407 | 2,130 | 4.8% | $19.34万 | 加仓 |
| NFLX | NETFLIX INC. | $435.96万 | 0.89% | 61,059 | 25,919 | 73.8% | $185.06万 | 加仓 |
| IWM | ISHARES TR | $453.49万 | 0.93% | 15,094 | -1,449 | -8.8% | -$43.53万 | 减仓 |
| IVE | ISHARES TR | $458.55万 | 0.94% | 20,195 | 12 | 0.1% | $2,725 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $526.50万 | 1.08% | 72,963 | -3,240 | -4.3% | -$23.38万 | 减仓 |
| HD | HOME DEPOT INC | $526.73万 | 1.08% | 14,935 | 78 | 0.5% | $2.75万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $536.22万 | 1.10% | 24,605 | 54 | 0.2% | $1.18万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $543.91万 | 1.12% | 18,552 | -526 | -2.8% | -$15.42万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $548.79万 | 1.13% | 95,161 | 2,955 | 3.2% | $17.04万 | 加仓 |
| CB | CHUBB LIMITED | $557.79万 | 1.15% | 16,370 | -1,687 | -9.3% | -$57.48万 | 减仓 |
| AMLP | ALPS ETF TR | $610.81万 | 1.25% | 117,803 | 7,063 | 6.4% | $36.62万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $631.51万 | 1.30% | 93,474 | 4,143 | 4.6% | $27.99万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $755.11万 | 1.55% | 40,766 | -541 | -1.3% | -$10.02万 | 减仓 |
| QQQ | INVESCO QQQ TR | $826.46万 | 1.70% | 11,223 | -741 | -6.2% | -$54.57万 | 减仓 |
| MUB | ISHARES TR | $874.46万 | 1.80% | 81,254 | 14,772 | 22.2% | $158.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $877.19万 | 1.80% | 23,516 | 3,994 | 20.5% | $148.98万 | 加仓 |
| GLDM | WORLD GOLD TR | $950.78万 | 1.95% | 119,715 | -268 | -0.2% | -$2.13万 | 减仓 |
| PEP | PEPSICO INC | $969.71万 | 1.99% | 71,618 | -2,116 | -2.9% | -$28.65万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $984.54万 | 2.02% | 134,115 | 16,674 | 14.2% | $122.40万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,114.07万 | 2.29% | 34,035 | -330 | -1.0% | -$10.80万 | 减仓 |
| EEM | ISHARES TR | $1,128.10万 | 2.32% | 164,903 | -4,767 | -2.8% | -$32.61万 | 减仓 |
| AAPL | APPLE INC | $1,430.13万 | 2.94% | 49,424 | -3,100 | -5.9% | -$89.70万 | 减仓 |
| AMZN | AMAZON COM INC | $1,548.16万 | 3.18% | 64,956 | -3,213 | -4.7% | -$76.58万 | 减仓 |
| LLY | ELI LILLY & CO | $1,944.76万 | 3.99% | 16,214 | -174 | -1.1% | -$20.87万 | 减仓 |
| EFA | ISHARES TR | $2,007.66万 | 4.12% | 193,267 | -5,702 | -2.9% | -$59.23万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $2,882.73万 | 5.92% | 328,030 | 5,583 | 1.7% | $49.06万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,896.54万 | 5.95% | 136,135 | -1,791 | -1.3% | -$38.11万 | 减仓 |
| IJH | ISHARES TR | $3,070.12万 | 6.30% | 398,148 | -17,884 | -4.3% | -$137.90万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,485.64万 | 9.21% | 60,067 | -1,689 | -2.7% | -$126.13万 | 减仓 |