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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| IJH | ISHARES TR | $2,809.46万 | 6.26% | 416,032 | -8,165 | -1.9% | -$55.14万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,647.07万 | 5.90% | 137,926 | 26,032 | 23.3% | $499.61万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,468.01万 | 5.50% | 322,447 | 1,610 | 0.5% | $12.32万 | 加仓 |
| EFA | ISHARES TR | $1,932.58万 | 4.31% | 198,969 | 48,499 | 32.2% | $471.07万 | 加仓 |
| LLY | ELI LILLY & CO | $1,507.32万 | 3.36% | 16,388 | -5,576 | -25.4% | -$512.86万 | 减仓 |
| AMZN | AMAZON COM INC | $1,419.76万 | 3.16% | 68,169 | 9,586 | 16.4% | $199.65万 | 加仓 |
| AAPL | APPLE INC | $1,333.01万 | 2.97% | 52,524 | -992 | -1.9% | -$25.18万 | 减仓 |
| PEP | PEPSICO INC | $1,145.02万 | 2.55% | 73,734 | 981 | 1.3% | $15.23万 | 加仓 |
| GLDM | WORLD GOLD TR | $1,112.13万 | 2.48% | 119,983 | -12,606 | -9.5% | -$116.85万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,010.88万 | 2.25% | 34,365 | -1,182 | -3.3% | -$34.77万 | 减仓 |
| EEM | ISHARES TR | $963.56万 | 2.15% | 169,670 | 169,670 | — | $963.56万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $864.84万 | 1.93% | 117,441 | 77,694 | 195.5% | $572.14万 | 加仓 |
| MSFT | MICROSOFT CORP | $722.64万 | 1.61% | 19,522 | 8,010 | 69.6% | $296.50万 | 加仓 |
| MUB | ISHARES TR | $705.71万 | 1.57% | 66,482 | -23,676 | -26.3% | -$251.32万 | 减仓 |
| QQQ | INVESCO QQQ TR | $690.54万 | 1.54% | 11,964 | -161 | -1.3% | -$9.29万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $668.06万 | 1.49% | 41,307 | 41,307 | — | $668.06万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $588.53万 | 1.31% | 18,057 | 105 | 0.6% | $3.42万 | 加仓 |
| AMLP | ALPS ETF TR | $582.94万 | 1.30% | 110,740 | 95,700 | 636.3% | $503.76万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $554.20万 | 1.23% | 19,078 | -7,490 | -28.2% | -$217.58万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $548.13万 | 1.22% | 76,203 | 19,392 | 34.1% | $139.49万 | 加仓 |
| TMUS | T-MOBILE US INC | $532.38万 | 1.19% | 25,348 | 643 | 2.6% | $13.50万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $529.01万 | 1.18% | 89,331 | 6,559 | 7.9% | $38.84万 | 加仓 |
| HD | HOME DEPOT INC | $488.63万 | 1.09% | 14,857 | 1,521 | 11.4% | $50.02万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $481.70万 | 1.07% | 24,551 | 1,339 | 5.8% | $26.27万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $445.54万 | 0.99% | 92,206 | 11,248 | 13.9% | $54.35万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $437.10万 | 0.97% | 15,404 | -1,127 | -6.8% | -$31.98万 | 减仓 |
| IVE | ISHARES TR | $426.16万 | 0.95% | 20,183 | 524 | 2.7% | $11.06万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $416.38万 | 0.93% | 77,035 | 2,136 | 2.9% | $11.55万 | 加仓 |
| VLO | VALERO ENERGY CORP | $411.49万 | 0.92% | 16,654 | -10,593 | -38.9% | -$261.73万 | 减仓 |
| IWM | ISHARES TR | $410.28万 | 0.91% | 16,543 | -1,137 | -6.4% | -$28.20万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $389.85万 | 0.87% | 116,234 | 3,585 | 3.2% | $12.02万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $388.16万 | 0.86% | 39,188 | -13,397 | -25.5% | -$132.70万 | 减仓 |
| FICO | FAIR ISAAC CORP | $378.76万 | 0.84% | 3,548 | 515 | 17.0% | $54.98万 | 加仓 |
| GLD | SPDR GOLD TR | $378.19万 | 0.84% | 8,789 | -1,490 | -14.5% | -$64.11万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $350.06万 | 0.78% | 44,277 | 3,679 | 9.1% | $29.09万 | 加仓 |
| PFF | ISHARES TR | $341.56万 | 0.76% | 112,652 | -16,102 | -12.5% | -$48.82万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $339.90万 | 0.76% | 18,632 | 18,632 | — | $339.90万 | 新建仓 |
| NFLX | NETFLIX INC. | $337.87万 | 0.75% | 35,140 | 35,140 | — | $337.87万 | 新建仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $335.64万 | 0.75% | 278,536 | -1,044 | -0.4% | -$1.26万 | 减仓 |
| IR | INGERSOLL RAND INC | $331.74万 | 0.74% | 41,406 | 41,406 | — | $331.74万 | 新建仓 |
| IDV | ISHARES TR | $267.90万 | 0.60% | 62,947 | -939 | -1.5% | -$4.00万 | 减仓 |
| IAGG | ISHARES TR | $263.37万 | 0.59% | 52,631 | 3,854 | 7.9% | $19.29万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $257.93万 | 0.57% | 42,103 | -172 | -0.4% | -$1.05万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $250.25万 | 0.56% | 28,213 | 28,213 | — | $250.25万 | 新建仓 |
| IJJ | ISHARES TR | $247.44万 | 0.55% | 18,675 | 575 | 3.2% | $7.62万 | 加仓 |
| GOOGL | ALPHABET INC | $243.71万 | 0.54% | 8,475 | -10 | -0.1% | -$2,876 | 减仓 |
| TBIL | RBB FD INC | $227.08万 | 0.51% | 45,544 | 8,451 | 22.8% | $42.14万 | 加仓 |
| ASML | ASML HLDG NV | $199.31万 | 0.44% | 1,509 | -2,806 | -65.0% | -$370.62万 | 减仓 |
| IWN | ISHARES TR | $196.59万 | 0.44% | 10,369 | 400 | 4.0% | $7.58万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $192.10万 | 0.43% | 42,201 | 309 | 0.7% | $1.41万 | 加仓 |
| CVX | CHEVRON CORPORATION | $191.80万 | 0.43% | 9,270 | -407 | -4.2% | -$8.42万 | 减仓 |
| EMB | ISHARES TR | $182.28万 | 0.41% | 19,406 | 15,553 | 403.7% | $146.09万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $177.03万 | 0.39% | 13,977 | 605 | 4.5% | $7.66万 | 加仓 |
| XBI | SPDR SERIES TRUST | $175.91万 | 0.39% | 13,772 | -260 | -1.9% | -$3.32万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $175.68万 | 0.39% | 3,664 | -319 | -8.0% | -$15.30万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $173.52万 | 0.39% | 67,726 | 4,424 | 7.0% | $11.33万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $169.54万 | 0.38% | 2,004 | -431 | -17.7% | -$36.46万 | 减仓 |
| IVV | ISHARES TR | $168.27万 | 0.37% | 2,576 | -64 | -2.4% | -$4.18万 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $165.48万 | 0.37% | 219,469 | -54,555 | -19.9% | -$41.13万 | 减仓 |
| GOVT | ISHARES TR | $162.97万 | 0.36% | 71,135 | 6,639 | 10.3% | $15.21万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $156.52万 | 0.35% | 11,777 | -33 | -0.3% | -$4,386 | 减仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $153.37万 | 0.34% | 111,462 | -12,800 | -10.3% | -$17.61万 | 减仓 |
| LEMB | ISHARES INC | $148.06万 | 0.33% | 36,288 | 36,288 | — | $148.06万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $146.79万 | 0.33% | 22,908 | 417 | 1.9% | $2.67万 | 加仓 |
| FALN | ISHARES TR | $142.45万 | 0.32% | 53,313 | 2,865 | 5.7% | $7.66万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $139.28万 | 0.31% | 5,698 | -128 | -2.2% | -$3.13万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $136.63万 | 0.30% | 7,834 | -1,201 | -13.3% | -$20.95万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $131.69万 | 0.29% | 39,352 | -368 | -0.9% | -$1.23万 | 减仓 |
| LQD | ISHARES TR | $117.67万 | 0.26% | 10,796 | 317 | 3.0% | $3.45万 | 加仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $113.46万 | 0.25% | 35,180 | 3,832 | 12.2% | $12.36万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $112.02万 | 0.25% | 102,962 | 11,639 | 12.7% | $12.66万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $98.43万 | 0.22% | 4,783 | -1,293 | -21.3% | -$26.61万 | 减仓 |
| SPIP | SPDR SERIES TRUST | $96.02万 | 0.21% | 36,917 | -373 | -1.0% | -$9,702 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $92.50万 | 0.21% | 3,058 | 2,291 | 298.7% | $69.30万 | 加仓 |
| SHY | ISHARES TR | $91.41万 | 0.20% | 11,071 | -51 | -0.5% | -$4,211 | 减仓 |
| IBDR | ISHARES TR | $83.35万 | 0.19% | 34,386 | 22,960 | 200.9% | $55.66万 | 加仓 |
| GOOG | ALPHABET INC | $81.78万 | 0.18% | 2,851 | -115 | -3.9% | -$3.30万 | 减仓 |
| PSX | PHILLIPS 66 | $81.60万 | 0.18% | 4,479 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $70.85万 | 0.16% | 25,231 | 1,336 | 5.6% | $3.75万 | 加仓 |
| DIV | GLOBAL X FDS | $70.34万 | 0.16% | 37,215 | 3,045 | 8.9% | $5.76万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $69.67万 | 0.16% | 30,062 | 30,062 | — | $69.67万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $66.43万 | 0.15% | 10,953 | 3,110 | 39.7% | $18.86万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $61.24万 | 0.14% | 993 | -7 | -0.7% | -$4,317 | 减仓 |
| IBDS | ISHARES TR | $58.69万 | 0.13% | 24,210 | 1,536 | 6.8% | $3.72万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $57.75万 | 0.13% | 3,939 | 64 | 1.7% | $9,383 | 加仓 |
| SDY | SPDR SERIES TRUST | $57.73万 | 0.13% | 3,956 | 687 | 21.0% | $10.03万 | 加仓 |
| IBTI | ISHARES TR | $52.68万 | 0.12% | 23,643 | 1,676 | 7.6% | $3.73万 | 加仓 |
| JNK | SPDR SERIES TRUST | $51.82万 | 0.12% | 5,414 | 121 | 2.3% | $1.16万 | 加仓 |
| IGSB | ISHARES TR | $51.81万 | 0.12% | 9,857 | -60 | -0.6% | -$3,154 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $51.12万 | 0.11% | 10,354 | 77 | 0.7% | $3,801 | 加仓 |
| — | EXXON MOBIL CORP | $50.66万 | 0.11% | 2,986 | -20 | -0.7% | -$3,393 | 减仓 |
| MRK | MERCK & CO INC | $50.46万 | 0.11% | 4,195 | -169 | -3.9% | -$2.03万 | 减仓 |
| IGIB | ISHARES TR | $50.07万 | 0.11% | 9,408 | 246 | 2.7% | $1.31万 | 加仓 |
| MINT | PIMCO ETF TR | $49.57万 | 0.11% | 4,929 | 608 | 14.1% | $6.11万 | 加仓 |
| FLOT | ISHARES TR | $48.41万 | 0.11% | 9,501 | -50 | -0.5% | -$2,548 | 减仓 |
| — | INNOVATOR ETFS TRUST | $47.96万 | 0.11% | 17,385 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $45.80万 | 0.10% | 4,752 | -13 | -0.3% | -$1,253 | 减仓 |
| SPYV | SPDR SERIES TRUST | $44.65万 | 0.10% | 7,892 | 650 | 9.0% | $3.68万 | 加仓 |
| LOW | LOWES COS INC | $43.00万 | 0.10% | 1,820 | 0 | 0.0% | — | 不变 |