Wallace Advisory Group, LLC
LAFAYETTE CA · SEC CIK 0001932645
$9,362.30万2026Q1 申报市值
123持仓数
47.5%前十大占比 · 第一大 14.8%
7 / 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
BIL 加仓+$540.22万
PDBC 新建仓+$46.32万
META 加仓+$36.10万
SDCI 新建仓+$33.78万
AVUV 新建仓+$29.79万
2026Q1 卖出最多 按季末市值估算
SPEM 减仓-$198.40万
BBJP 清仓-$162.11万
INDA 清仓-$97.61万
STIP 减仓-$71.39万
VXUS 减仓-$51.05万
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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $51.33万 | 0.55% | 1,745 | 13 | 0.8% | $3,824 | 加仓 |
| LLY | ELI LILLY & CO | $52.70万 | 0.56% | 573 | -272 | -32.2% | -$25.02万 | 减仓 |
| STIP | ISHARES TR | $54.57万 | 0.58% | 5,276 | -6,902 | -56.7% | -$71.39万 | 减仓 |
| WFC | WELLS FARGO & CO | $54.76万 | 0.58% | 6,879 | 96 | 1.4% | $7,642 | 加仓 |
| SHOP | SHOPIFY INC | $54.85万 | 0.59% | 4,624 | -371 | -7.4% | -$4.40万 | 减仓 |
| T | AT&T INC | $54.89万 | 0.59% | 18,934 | 2,041 | 12.1% | $5.92万 | 加仓 |
| SHEL | SHELL PLC | $55.93万 | 0.60% | 6,014 | 77 | 1.3% | $7,161 | 加仓 |
| CRM | SALESFORCE INC | $57.27万 | 0.61% | 3,068 | 1,047 | 51.8% | $19.54万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $62.07万 | 0.66% | 10,970 | -1,083 | -9.0% | -$6.13万 | 减仓 |
| JD | JD.COM INC | $62.27万 | 0.67% | 21,058 | 133 | 0.6% | $3,933 | 加仓 |
| — | EXXON MOBIL CORP | $64.23万 | 0.69% | 3,786 | 43 | 1.1% | $7,295 | 加仓 |
| IJH | ISHARES TR | $65.67万 | 0.70% | 9,725 | -605 | -5.9% | -$4.09万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $66.27万 | 0.71% | 4,008 | 274 | 7.3% | $4.53万 | 加仓 |
| ORCL | ORACLE CORP | $66.91万 | 0.71% | 4,548 | -428 | -8.6% | -$6.30万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $67.15万 | 0.72% | 4,855 | -62 | -1.3% | -$8,576 | 减仓 |
| V | VISA INC | $70.54万 | 0.75% | 2,334 | -133 | -5.4% | -$4.02万 | 减仓 |
| TSLA | TESLA INC | $70.97万 | 0.76% | 1,909 | 799 | 72.0% | $29.70万 | 加仓 |
| GOOG | ALPHABET INC | $71.49万 | 0.76% | 2,492 | -217 | -8.0% | -$6.22万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $72.21万 | 0.77% | 9,364 | -6,621 | -41.4% | -$51.05万 | 减仓 |
| META | META PLATFORMS INC | $81.42万 | 0.87% | 1,423 | 631 | 79.7% | $36.10万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $82.29万 | 0.88% | 1,647 | -454 | -21.6% | -$22.68万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $95.25万 | 1.02% | 18,974 | 578 | 3.1% | $2.90万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $96.62万 | 1.03% | 9,868 | -892 | -8.3% | -$8.73万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $98.28万 | 1.05% | 21,528 | -1,849 | -7.9% | -$8.44万 | 减仓 |
| HGER | HARBOR ETF TRUST | $98.98万 | 1.06% | 31,919 | -10,949 | -25.5% | -$33.95万 | 减仓 |
| GLDM | WORLD GOLD TR | $106.71万 | 1.14% | 11,513 | -4,480 | -28.0% | -$41.53万 | 减仓 |
| AVGO | BROADCOM INC | $125.48万 | 1.34% | 4,054 | -9 | -0.2% | -$2,786 | 减仓 |
| IVV | ISHARES TR | $136.00万 | 1.45% | 2,082 | -49 | -2.3% | -$3.20万 | 减仓 |
| GOOGL | ALPHABET INC | $136.21万 | 1.45% | 4,737 | -202 | -4.1% | -$5.81万 | 减仓 |
| IEF | ISHARES TR | $143.09万 | 1.53% | 14,993 | 517 | 3.6% | $4.93万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $150.60万 | 1.61% | 6,161 | -583 | -8.6% | -$14.25万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $171.65万 | 1.83% | 9,842 | 1,293 | 15.1% | $22.55万 | 加仓 |
| MSFT | MICROSOFT CORP | $176.90万 | 1.89% | 4,779 | -255 | -5.1% | -$9.44万 | 减仓 |
| AAPL | APPLE INC | $194.31万 | 2.08% | 7,656 | -529 | -6.5% | -$13.43万 | 减仓 |
| AMZN | AMAZON COM INC | $202.96万 | 2.17% | 9,745 | -1,818 | -15.7% | -$37.86万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $234.11万 | 2.50% | 3,600 | -96 | -2.6% | -$6.24万 | 减仓 |
| CI | THE CIGNA GROUP | $311.99万 | 3.33% | 11,696 | -14 | -0.1% | -$3,735 | 减仓 |
| BIL | SPDR SERIES TRUST | $745.87万 | 7.97% | 81,391 | 58,950 | 262.7% | $540.22万 | 加仓 |
| CVX | CHEVRON CORPORATION | $866.64万 | 9.26% | 41,887 | -280 | -0.7% | -$5.79万 | 减仓 |
| MRK | MERCK & CO INC | $1,388.25万 | 14.83% | 115,409 | -21 | -0.0% | -$2,526 | 减仓 |