Wealth Alliance Advisory Group, LLC 13F 持仓 · 2026年Q2
Wealth Alliance Advisory Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 203 只证券，申报市值合计 6.91 亿美元。前几大持仓：IVV（9.12%）、FENI（7.98%）、VTV（6.23%）。本季前 25 大持仓中：增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $63.1M | 9.12% | 84,200 | 减持 |
| 2 | FENI | FIDELITY COVINGTON TRUST | $55.2M | 7.98% | 1.4M | 增持 |
| 3 | VTV | VANGUARD INDEX FDS | $43.1M | 6.23% | 197,770 | 增持 |
| 4 | VUG | VANGUARD INDEX FDS | $36.9M | 5.34% | 428,848 | 增持 |
| 5 | PYLD | PIMCO ETF TR | $35.3M | 5.11% | 1.3M | 增持 |
| 6 | FBND | FIDELITY MERRIMACK STR TR | $30.7M | 4.44% | 674,141 | 减持 |
| 7 | TRSY | DBX ETF TR | $18.6M | 2.69% | 617,000 | 增持 |
| 8 | JMUB | J P MORGAN EXCHANGE TRADED F | $16.4M | 2.37% | 323,908 | 增持 |
| 9 | MUNI | PIMCO ETF TR | $16.3M | 2.35% | 309,065 | 增持 |
| 10 | VTI | VANGUARD INDEX FDS | $15.4M | 2.23% | 41,721 | 增持 |
| 11 | BBAG | J P MORGAN EXCHANGE TRADED F | $15.0M | 2.17% | 326,085 | 增持 |
| 12 | FMUB | FIDELITY MERRIMACK STR TR | $14.7M | 2.13% | 285,829 | 增持 |
| 13 | AAPL | APPLE INC | $13.6M | 1.97% | 46,992 | 增持 |
| 14 | DEUS | DBX ETF TR | $13.3M | 1.92% | 203,442 | 增持 |
| 15 | NVDA | NVIDIA CORPORATION | $12.2M | 1.77% | 61,190 | 增持 |
| 16 | AVIG | AMERICAN CENTY ETF TR | $9.2M | 1.33% | 222,640 | 增持 |
| 17 | BOND | PIMCO ETF TR | $9.2M | 1.33% | 99,791 | 增持 |
| 18 | MSFT | MICROSOFT CORP | $8.7M | 1.26% | 23,422 | 增持 |
| 19 | FYX | FIRST TR EXCHANGE-TRADED ALP | $8.6M | 1.24% | 59,310 | 减持 |
| 20 | SPTM | SPDR SERIES TRUST | $7.6M | 1.10% | 83,440 | 减持 |
| 21 | LLY | ELI LILLY & CO | $7.5M | 1.09% | 6,285 | 增持 |
| 22 | SPEM | SPDR INDEX SHS FDS | $7.5M | 1.09% | 145,057 | 增持 |
| 23 | AMZN | AMAZON COM INC | $7.2M | 1.05% | 30,362 | 增持 |
| 24 | GOOG | ALPHABET INC | $6.9M | 1.00% | 19,635 | 增持 |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.8M | 0.98% | 13,606 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR