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 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | $40.69万 | 0.09% | 5,189 | -72 | -1.4% | -$5,646 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $39.69万 | 0.09% | 27,793 | -266,492 | -90.6% | -$380.55万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $37.30万 | 0.08% | 9,134 | -577 | -5.9% | -$2.36万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $36.77万 | 0.08% | 5,074 | 5,074 | — | $36.77万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $35.75万 | 0.08% | 3,901 | -580 | -12.9% | -$5.31万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $34.44万 | 0.08% | 3,501 | -238 | -6.4% | -$2.34万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $32.02万 | 0.07% | 5,650 | 5,650 | — | $32.02万 | 新建仓 |
| CAT | CATERPILLAR INC | $30.68万 | 0.07% | 433 | 69 | 19.0% | $4.89万 | 加仓 |
| TSLA | TESLA INC | $30.56万 | 0.07% | 822 | -182 | -18.1% | -$6.77万 | 减仓 |
| MCD | MCDONALDS CORP | $27.91万 | 0.06% | 898 | -74 | -7.6% | -$2.30万 | 减仓 |
| IEI | ISHARES TR | $27.67万 | 0.06% | 2,333 | -11,279 | -82.9% | -$133.77万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $27.65万 | 0.06% | 7,752 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $27.15万 | 0.06% | 1,793 | 145 | 8.8% | $2.20万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $26.55万 | 0.06% | 907 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $26.37万 | 0.06% | 1,998 | -1,375 | -40.8% | -$18.15万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $26.11万 | 0.06% | 1,003 | -42 | -4.0% | -$1.09万 | 减仓 |
| KR | KROGER CO | $25.88万 | 0.06% | 3,576 | -444 | -11.0% | -$3.21万 | 减仓 |
| PPG | PPG INDS INC | $25.65万 | 0.06% | 2,400 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $25.12万 | 0.06% | 2,073 | 2,073 | — | $25.12万 | 新建仓 |
| — | VANECK ETF TRUST | $23.97万 | 0.05% | 4,639 | -251 | -5.1% | -$1.30万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $23.95万 | 0.05% | 1,211 | 1,211 | — | $23.95万 | 新建仓 |
| DE | DEERE & CO | $23.77万 | 0.05% | 422 | -48 | -10.2% | -$2.70万 | 减仓 |
| SUB | ISHARES TR | $23.66万 | 0.05% | 2,222 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $23.59万 | 0.05% | 1,223 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $23.19万 | 0.05% | 3,049 | -28 | -0.9% | -$2,129 | 减仓 |
| AMAT | APPLIED MATLS INC | $22.97万 | 0.05% | 672 | 672 | — | $22.97万 | 新建仓 |
| BAC | BANK AMERICA CORP | $22.84万 | 0.05% | 4,684 | 75 | 1.6% | $3,656 | 加仓 |
| IWF | ISHARES TR | $22.56万 | 0.05% | 529 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $22.51万 | 0.05% | 330 | 330 | — | $22.51万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $22.19万 | 0.05% | 820 | 820 | — | $22.19万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $22.00万 | 0.05% | 364 | -190 | -34.3% | -$11.48万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $21.97万 | 0.05% | 1,576 | -132 | -7.7% | -$1.84万 | 减仓 |
| GE | GE AEROSPACE | $21.96万 | 0.05% | 774 | -31 | -3.9% | -$8,797 | 减仓 |
| BX | BLACKSTONE INC | $21.60万 | 0.05% | 1,878 | 476 | 34.0% | $5.47万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $21.11万 | 0.05% | 349 | 349 | — | $21.11万 | 新建仓 |
| CSCO | CISCO SYS INC | $20.70万 | 0.05% | 2,668 | -88 | -3.2% | -$6,828 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.63万 | 0.05% | 207 | -23 | -10.0% | -$2.29万 | 重新持有 |
| DIA | STATE STR SPDR DOW JONES IND | $20.38万 | 0.05% | 440 | -3 | -0.7% | -$1,390 | 减仓 |
| WMT | WALMART INC | $20.30万 | 0.05% | 1,634 | 1,634 | — | $20.30万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $20.22万 | 0.05% | 2,019 | 2,019 | — | $20.22万 | 新建仓 |
| KVUE | KENVUE INC | $18.23万 | 0.04% | 10,572 | -502 | -4.5% | -$8,654 | 减仓 |
| LAND | GLADSTONE LD CORP | $11.42万 | 0.03% | 11,200 | 11,200 | — | $11.42万 | 新建仓 |
| 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 |