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 |
|---|---|---|---|---|---|---|---|---|
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -16,654 | -100.0% | -$411.49万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | -5,074 | -100.0% | -$36.77万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -3,576 | -100.0% | -$25.88万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -1,211 | -100.0% | -$23.95万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -330 | -100.0% | -$22.51万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -364 | -100.0% | -$22.00万 | 清仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $0 | 0.00% | 0 | -349 | -100.0% | -$21.11万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -207 | -100.0% | -$20.63万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,634 | -100.0% | -$20.30万 | 清仓 |
| LAND | GLADSTONE LD CORP | $0 | 0.00% | 0 | -11,200 | -100.0% | -$11.42万 | 清仓 |
| KVUE | KENVUE INC | $20.20万 | 0.04% | 10,572 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $20.39万 | 0.04% | 397 | -28 | -6.6% | -$1.44万 | 重新持有 |
| IBTG | ISHARES TR | $20.51万 | 0.04% | 8,961 | 8,961 | — | $20.51万 | 新建仓 |
| META | META PLATFORMS INC | $20.56万 | 0.04% | 365 | 53 | 17.0% | $2.99万 | 重新持有 |
| NKE | NIKE INC | $20.70万 | 0.04% | 5,042 | 299 | 6.3% | $1.23万 | 重新持有 |
| COP | CONOCOPHILLIPS | $20.77万 | 0.04% | 1,998 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $20.93万 | 0.04% | 7,885 | 7,885 | — | $20.93万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $21.85万 | 0.04% | 914 | -14,490 | -94.1% | -$346.33万 | 减仓 |
| TGT | TARGET CORP | $21.98万 | 0.05% | 1,683 | -390 | -18.8% | -$5.09万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $22.99万 | 0.05% | 440 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $23.20万 | 0.05% | 1,223 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $23.41万 | 0.05% | 2,291 | 2,291 | — | $23.41万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.59万 | 0.05% | 494 | 494 | — | $23.59万 | 新建仓 |
| IBDT | ISHARES TR | $23.62万 | 0.05% | 9,353 | 9,353 | — | $23.62万 | 新建仓 |
| SUB | ISHARES TR | $23.66万 | 0.05% | 2,222 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $23.77万 | 0.05% | 1,569 | 1,569 | — | $23.77万 | 新建仓 |
| GM | GENERAL MTRS CO | $24.42万 | 0.05% | 3,168 | 3,168 | — | $24.42万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $24.49万 | 0.05% | 2,017 | -2 | -0.1% | -$243 | 减仓 |
| KO | COCA COLA CO | $24.78万 | 0.05% | 3,049 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $24.99万 | 0.05% | 2,847 | 2,847 | — | $24.99万 | 新建仓 |
| MCD | MCDONALDS CORP | $25.06万 | 0.05% | 927 | 29 | 3.2% | $7,839 | 加仓 |
| BAC | BANK OF AMER CORP | $25.14万 | 0.05% | 4,412 | -272 | -5.8% | -$1.55万 | 减仓 |
| TFC | TRUIST FINL CORP | $25.56万 | 0.05% | 5,130 | 5,130 | — | $25.56万 | 新建仓 |
| SNA | SNAP ON INC | $26.00万 | 0.05% | 646 | 646 | — | $26.00万 | 新建仓 |
| DE | DEERE & CO | $26.13万 | 0.05% | 412 | -10 | -2.4% | -$6,343 | 减仓 |
| IWF | ISHARES TR | $26.27万 | 0.05% | 2,116 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $26.56万 | 0.05% | 613 | -1,129 | -64.8% | -$48.92万 | 重新持有 |
| GILD | GILEAD SCIENCES INC | $26.75万 | 0.05% | 2,117 | 541 | 34.3% | $6.84万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $27.13万 | 0.06% | 1,003 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $27.40万 | 0.06% | 2,333 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $27.60万 | 0.06% | 4,639 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $29.11万 | 0.06% | 2,400 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $29.33万 | 0.06% | 2,497 | -171 | -6.4% | -$2.01万 | 减仓 |
| DVY | ISHARES TR | $29.74万 | 0.06% | 1,903 | 110 | 6.1% | $1.72万 | 加仓 |
| GE | GE AEROSPACE | $30.31万 | 0.06% | 811 | 37 | 4.8% | $1.38万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $31.65万 | 0.06% | 7,752 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $31.72万 | 0.07% | 22,936 | -4,857 | -17.5% | -$6.72万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $35.08万 | 0.07% | 907 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $35.41万 | 0.07% | 8,043 | -1,091 | -11.9% | -$4.80万 | 减仓 |
| BX | BLACKSTONE INC | $35.54万 | 0.07% | 3,020 | 1,142 | 60.8% | $13.44万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $36.18万 | 0.07% | 3,366 | -135 | -3.9% | -$1.45万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $38.34万 | 0.08% | 4,921 | -268 | -5.2% | -$2.09万 | 减仓 |
| LOW | LOWES COS INC | $40.13万 | 0.08% | 1,820 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $40.44万 | 0.08% | 973 | 153 | 18.7% | $6.36万 | 加仓 |
| DIS | DISNEY WALT CO | $40.53万 | 0.08% | 4,211 | -541 | -11.4% | -$5.21万 | 减仓 |
| — | EXXON MOBIL CORP | $40.82万 | 0.08% | 2,986 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $41.48万 | 0.09% | 29,841 | 29,841 | — | $41.48万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $42.63万 | 0.09% | 7,548 | 1,898 | 33.6% | $10.72万 | 加仓 |
| TSLA | TESLA INC | $43.20万 | 0.09% | 1,027 | 205 | 24.9% | $8.62万 | 加仓 |
| FLOT | ISHARES TR | $44.38万 | 0.09% | 8,693 | -808 | -8.5% | -$4.12万 | 减仓 |
| CAT | CATERPILLAR INC | $46.00万 | 0.09% | 432 | -1 | -0.2% | -$1,065 | 减仓 |
| BIL | SPDR SERIES TRUST | $47.77万 | 0.10% | 5,213 | 1,312 | 33.6% | $12.02万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $48.27万 | 0.10% | 7,940 | 48 | 0.6% | $2,918 | 加仓 |
| AMAT | APPLIED MATLS INC | $48.44万 | 0.10% | 670 | -2 | -0.3% | -$1,446 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $49.09万 | 0.10% | 845 | 845 | — | $49.09万 | 新建仓 |
| MRK | MERCK & CO INC | $49.88万 | 0.10% | 3,882 | -313 | -7.5% | -$4.02万 | 减仓 |
| IGSB | ISHARES TR | $50.51万 | 0.10% | 9,638 | -219 | -2.2% | -$1.15万 | 减仓 |
| IGIB | ISHARES TR | $51.01万 | 0.10% | 9,593 | 185 | 2.0% | $9,837 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $52.13万 | 0.11% | 9,724 | -630 | -6.1% | -$3.38万 | 减仓 |
| JNK | SPDR SERIES TRUST | $54.07万 | 0.11% | 5,611 | 197 | 3.6% | $1.90万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $55.11万 | 0.11% | 19,531 | 2,146 | 12.3% | $6.05万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $62.22万 | 0.13% | 10,798 | -155 | -1.4% | -$8,931 | 减仓 |
| IBTI | ISHARES TR | $63.21万 | 0.13% | 28,552 | 4,909 | 20.8% | $10.87万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $63.77万 | 0.13% | 4,019 | 80 | 2.0% | $1.27万 | 加仓 |
| PFE | PFIZER INC | $65.78万 | 0.14% | 27,318 | 2,087 | 8.3% | $5.03万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $66.08万 | 0.14% | 28,786 | -1,276 | -4.2% | -$2.93万 | 减仓 |
| SDY | SPDR SERIES TRUST | $66.94万 | 0.14% | 4,399 | 443 | 11.2% | $6.74万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $69.84万 | 0.14% | 993 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $72.33万 | 0.15% | 7,175 | 2,246 | 45.6% | $22.64万 | 加仓 |
| DIV | GLOBAL X FDS | $74.07万 | 0.15% | 38,880 | 1,665 | 4.5% | $3.17万 | 加仓 |
| PSX | PHILLIPS 66 | $75.72万 | 0.16% | 4,479 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $77.03万 | 0.16% | 31,805 | 7,595 | 31.4% | $18.40万 | 加仓 |
| IBDR | ISHARES TR | $86.44万 | 0.18% | 35,676 | 1,290 | 3.8% | $3.13万 | 加仓 |
| SHY | ISHARES TR | $88.42万 | 0.18% | 10,768 | -303 | -2.7% | -$2.49万 | 减仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $91.93万 | 0.19% | 32,142 | -3,038 | -8.6% | -$8.69万 | 减仓 |
| SPIP | SPDR SERIES TRUST | $92.39万 | 0.19% | 35,976 | -941 | -2.5% | -$2.42万 | 减仓 |
| GOOG | ALPHABET INC | $99.71万 | 0.20% | 2,822 | -29 | -1.0% | -$1.02万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $118.48万 | 0.24% | 4,812 | 29 | 0.6% | $7,140 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $128.32万 | 0.26% | 118,381 | 15,419 | 15.0% | $16.71万 | 加仓 |
| LQD | ISHARES TR | $136.68万 | 0.28% | 12,531 | 1,735 | 16.1% | $18.92万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $141.99万 | 0.29% | 19,929 | -2,979 | -13.0% | -$21.23万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $142.38万 | 0.29% | 41,546 | 2,194 | 5.6% | $7.52万 | 加仓 |
| FALN | ISHARES TR | $144.66万 | 0.30% | 53,105 | -208 | -0.4% | -$5,666 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $147.84万 | 0.30% | 5,821 | 123 | 2.2% | $3.12万 | 加仓 |
| CVX | CHEVRON CORPORATION | $154.87万 | 0.32% | 9,343 | 73 | 0.8% | $1.21万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $158.75万 | 0.33% | 7,934 | 100 | 1.3% | $2.00万 | 加仓 |
| GOVT | ISHARES TR | $159.45万 | 0.33% | 69,998 | -1,137 | -1.6% | -$2.59万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $168.63万 | 0.35% | 3,375 | -289 | -7.9% | -$14.44万 | 减仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $172.29万 | 0.35% | 125,664 | 14,202 | 12.7% | $19.47万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $175.45万 | 0.36% | 68,751 | 1,025 | 1.5% | $2.62万 | 加仓 |