13F 机构持仓

Alliance Wealth Advisors, LLC /UT

Centerville UT · SEC CIK 0001893261

2026Q22026Q1 更早 9 个季度 🔒
$5.30亿2026Q2 申报市值
235持仓数
53.2%前十大占比 · 第一大 13.4%
31 / 31新建仓 / 清仓
申报市值走势$5.30亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VONG 13.4%
VYM 9.6%
IVLU 5.6%
SPTS 5.4%
IXUS 4.8%
VIOG 3.2%
BIL 3.0%
JAAA 2.9%
VCIT 2.9%
GLDM 2.5%

2026Q2 买入最多 按季末市值估算

JAAA 重新持有+$1,515.44万
VONG 加仓+$1,282.43万
VYM 加仓+$1,165.46万
MTUM 新建仓+$1,042.44万
KRANESHARES TRUS 新建仓+$707.87万

2026Q2 卖出最多 按季末市值估算

VCIT 减仓-$1,129.05万
BIL 减仓-$1,045.13万
SPHY 清仓-$620.91万
JEPI 减仓-$463.21万
ICVT 清仓-$339.29万

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
JPST J P MORGAN EXCHANGE TRADED F $63.55万0.12%12,566 1,42112.8% $7.19万 加仓
MU MICRON TECHNOLOGY INC $63.26万0.12%548 -98-15.2% -$11.31万 减仓
LRCX LAM RESEARCH CORP $63.18万0.12%1,458 -418-22.3% -$18.11万 减仓
SYY SYSCO CORP $62.70万0.12%7,502 60.1% $501 加仓
FIX COMFORT SYS USA INC $61.84万0.12%312 -331-51.5% -$65.60万 减仓
SPSM SPDR SERIES TRUST $61.67万0.12%10,693 -4,502-29.6% -$25.96万 减仓
MNST MONSTER BEVERAGE CORP NEW $61.60万0.12%6,409 -3,278-33.8% -$31.51万 减仓
GE GE AEROSPACE $61.36万0.12%1,642 1,642— $61.36万 新建仓
JPM JPMORGAN CHASE & CO $61.11万0.12%1,867 1478.5% $4.81万 加仓
HALO HALOZYME THERAPEUTICS INC $61.07万0.12%7,802 -1,542-16.5% -$12.07万 减仓
SPMB SPDR SERIES TRUST $61.02万0.12%27,351 -9,873-26.5% -$22.03万 减仓
GEV GE VERNOVA INC $60.51万0.11%515 23181.3% $27.14万 加仓
SHYG ISHARES TR $60.37万0.11%14,236 -4,780-25.1% -$20.27万 减仓
ENTG ENTEGRIS INC $60.13万0.11%3,343 -646-16.2% -$11.62万 减仓
UL UNILEVER PLC $60.07万0.11%9,991 -213-2.1% -$1.28万 减仓
PM PHILIP MORRIS INTL INC $58.11万0.11%3,212 -124-3.7% -$2.24万 减仓
VRTX VERTEX PHARMACEUTICALS INC $57.47万0.11%1,157 -553-32.3% -$27.47万 减仓
NOW SERVICENOW INC $57.44万0.11%5,786 -2,402-29.3% -$23.85万 减仓
NOVT NOVANTA INC $56.75万0.11%3,498 -631-15.3% -$10.24万 减仓
LGND LIGAND PHARMACEUTICALS INC $56.01万0.11%1,772 1,772— $56.01万 新建仓
MRK MERCK & CO INC $55.79万0.11%4,342 -66-1.5% -$8,481 减仓
RGEN REPLIGEN CORP $55.18万0.10%4,044 40811.2% $5.57万 加仓
UFPT UFP TECHNOLOGIES INC $54.01万0.10%2,037 -378-15.7% -$10.02万 减仓
AFRM AFFIRM HLDGS INC $53.82万0.10%6,600 6,600— $53.82万 新建仓
MEDP MEDPACE HLDGS INC $53.17万0.10%1,004 -204-16.9% -$10.80万 减仓
DUK DUKE ENERGY CORP NEW $52.92万0.10%4,181 1,59661.7% $20.20万 加仓
BROS DUTCH BROS INC $52.74万0.10%7,345 7,345— $52.74万 新建仓
CSCO CISCO SYS INC $52.51万0.10%4,470 -4,076-47.7% -$47.88万 减仓
AMAT APPLIED MATLS INC $51.84万0.10%717 00.0% — 不变
IRM IRON MTN INC DEL $51.75万0.10%4,097 240.6% $3,031 加仓
BJ BJS WHSL CLUB HLDGS INC $51.74万0.10%5,932 -1,193-16.7% -$10.41万 减仓
IDXX IDEXX LABS INC $51.01万0.10%969 -179-15.6% -$9.42万 减仓
SPEM SPDR INDEX SHS FDS $50.41万0.10%9,736 -4,179-30.0% -$21.64万 减仓
SPTL SPDR SERIES TRUST $49.38万0.09%18,826 -6,484-25.6% -$17.01万 减仓
KO COCA COLA CO $48.90万0.09%6,017 871.5% $7,071 加仓
KRMN KARMAN HLDGS INC $48.84万0.09%9,784 1,95324.9% $9.75万 加仓
COP CONOCOPHILLIPS $48.68万0.09%4,683 1232.7% $1.28万 加仓
MKC MCCORMICK & CO INC $48.63万0.09%9,645 -5,712-37.2% -$28.80万 减仓
GOVT ISHARES TR $48.58万0.09%21,324 -8,030-27.4% -$18.29万 减仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $48.05万0.09%1,767 -812-31.5% -$22.08万 重新持有
VBR VANGUARD INDEX FDS $47.21万0.09%1,943 1,943— $47.21万 新建仓
SEI SOLARIS ENERGY INFRAS INC $45.54万0.09%5,660 5,660— $45.54万 新建仓
IOT SAMSARA INC $45.20万0.09%13,939 13,939— $45.20万 新建仓
IBDU ISHARES TR $44.99万0.08%19,427 -16,882-46.5% -$39.10万 重新持有
UNP UNION PAC CORP $44.91万0.08%1,651 -108-6.1% -$2.94万 减仓
IBDR ISHARES TR $44.88万0.08%18,522 -4,738-20.4% -$11.48万 减仓
IBDS ISHARES TR $44.74万0.08%18,473 -4,780-20.6% -$11.58万 减仓
IBDT ISHARES TR $44.51万0.08%17,629 -4,519-20.4% -$11.41万 减仓
MIR MIRION TECHNOLOGIES INC $44.49万0.08%24,813 2,60811.7% $4.68万 加仓
IBDV ISHARES TR $44.21万0.08%20,280 -5,185-20.4% -$11.30万 减仓
LECO LINCOLN ELEC HLDGS INC $44.15万0.08%1,663 -287-14.7% -$7.62万 减仓
GD GENERAL DYNAMICS CORP $43.20万0.08%1,220 -350-22.3% -$12.39万 减仓
BOOT BOOT BARN HLDGS INC $42.51万0.08%2,588 -477-15.6% -$7.84万 减仓
CVX CHEVRON CORPORATION $42.48万0.08%2,563 -191-6.9% -$3.17万 减仓
STE STERIS PLC $42.29万0.08%2,009 1045.5% $2.19万 加仓
UMBF UMB FINL CORP $42.19万0.08%2,955 2,955— $42.19万 新建仓
PJT PJT PARTNERS INC $41.83万0.08%2,771 481.8% $7,245 加仓
SHY ISHARES TR $41.81万0.08%5,092 1,00824.7% $8.28万 加仓
COST COSTCO WHOLESALE CORPORATION $41.63万0.08%445 -74-14.3% -$6.92万 减仓
PLXS PLEXUS CORP $41.46万0.08%1,379 1,379— $41.46万 新建仓
VGT VANGUARD WORLD FD $40.83万0.08%3,416 00.0% — 不变
AGG ISHARES TR $39.70万0.07%4,011 -3,044-43.1% -$30.13万 减仓
ISRG INTUITIVE SURGICAL INC $39.45万0.07%992 -502-33.6% -$19.96万 减仓
APH AMPHENOL CORP $39.30万0.07%2,229 -326-12.8% -$5.75万 减仓
MSCI MSCI INC $38.59万0.07%689 -292-29.8% -$16.35万 减仓
RRC RANGE RES CORP $38.28万0.07%10,294 -1,862-15.3% -$6.92万 减仓
DOCN DIGITALOCEAN HLDGS INC $38.21万0.07%2,433 2,433— $38.21万 新建仓
WFC WELLS FARGO & CO $37.45万0.07%4,531 -301-6.2% -$2.49万 减仓
FND FLOOR & DECOR HLDGS INC $37.40万0.07%6,301 -1,141-15.3% -$6.77万 减仓
ENB ENBRIDGE INC $36.87万0.07%6,801 -490-6.7% -$2.66万 减仓
UPS UNITED PARCEL SVCS INC $36.78万0.07%3,421 63622.8% $6.84万 加仓
HWKN HAWKINS INC $36.29万0.07%2,554 -477-15.7% -$6.78万 减仓
SCHW SCHWAB CHARLES CORP $36.11万0.07%3,913 -197-4.8% -$1.82万 减仓
T AT&T INC $35.82万0.07%17,303 3,48225.2% $7.21万 加仓
OLLI OLLIES BARGAIN OUTLET HLDGS $35.16万0.07%4,574 -1,335-22.6% -$10.26万 减仓
ELF E L F BEAUTY INC $34.95万0.07%4,723 -985-17.3% -$7.29万 减仓
AXP AMERICAN EXPRESS CO $34.50万0.07%1,020 747.8% $2.50万 加仓
BAC BANK OF AMER CORP $33.61万0.06%5,899 00.0% — 不变
CMCSA COMCAST CORP NEW $32.95万0.06%13,421 3,68137.8% $9.04万 加仓
CVLT COMMVAULT SYS INC $32.82万0.06%2,316 -314-11.9% -$4.45万 减仓
SHEL SHELL PLC $32.65万0.06%4,211 -670-13.7% -$5.20万 减仓
BDX BECTON DICKINSON & CO $32.59万0.06%2,153 38521.8% $5.83万 加仓
NVS NOVARTIS AG $32.30万0.06%2,061 -834-28.8% -$13.07万 减仓
CVS CVS HEALTH CORP $31.76万0.06%3,070 -142-4.4% -$1.47万 减仓
UNH UNITEDHEALTH GROUP INC $31.65万0.06%762 -35-4.4% -$1.45万 重新持有
CAT CATERPILLAR INC $31.52万0.06%296 -17-5.4% -$1.81万 减仓
CHRW C H ROBINSON WORLDWIDE IN $30.94万0.06%1,643 -613-27.2% -$11.54万 减仓
SPG SIMON PPTY GROUP INC NEW $30.93万0.06%1,383 -79-5.4% -$1.77万 减仓
WM WASTE MGMT INC DEL $30.91万0.06%1,387 14211.4% $3.16万 加仓
TRNO TERRENO RLTY CORP $29.68万0.06%4,583 -866-15.9% -$5.61万 减仓
AMGN AMGEN INC $29.44万0.06%813 -23-2.8% -$8,329 减仓
ADSK AUTODESK INC $29.43万0.06%1,514 -854-36.1% -$16.60万 减仓
CDW CDW CORP $28.59万0.05%2,033 -302-12.9% -$4.25万 减仓
BN BROOKFIELD CORP $27.95万0.05%6,563 -401-5.8% -$1.71万 减仓
CRM SALESFORCE INC $27.73万0.05%1,770 -871-33.0% -$13.65万 减仓
AEP AMERICAN ELEC PWR CO INC $27.69万0.05%2,024 -99-4.7% -$1.35万 减仓
REGN REGENERON PHARMACEUTICALS $27.56万0.05%442 -235-34.7% -$14.65万 减仓
AEM AGNICO EAGLE MINES LTD $27.55万0.05%1,776 -140-7.3% -$2.17万 减仓
ABNB AIRBNB INC $27.38万0.05%1,913 -671-26.0% -$9.60万 减仓
TMO THERMO FISHER SCIENTIFIC INC $27.07万0.05%540 -227-29.6% -$11.38万 减仓