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Alteri Wealth LLC · 13F 持仓分析
期权收益计算器 机构排行

Alteri Wealth LLC

No.5178 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.62亿
环比变动 Q1 2026
+$5,351.2万+17.3%
持仓股票数
296
新买入
22
加仓
158
减仓
98
清仓
18
持股不变
18
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
6.15%6.17%$2,226.2万7.7万股$1,905.2万7.5万股+1,866股+2.49%加仓
英伟达NVDA
5.96%6.07%$2,157.8万10.8万股$1,872.1万10.7万股+494股+0.46%加仓
英特尔INTC
4.57%1.7%$1,653.6万11.8万股$523.8万11.9万股-266股-0.22%减仓
博通AVGO
4.19%4.01%$1,518.4万4.0万股$1,237.3万4.0万股+218股+0.55%加仓
谷歌AGOOGL
2.85%2.61%$1,031.9万2.9万股$806.8万2.8万股+818股+2.92%加仓
沃尔玛WMT
2.54%3.25%$919.2万8.1万股$1,002.6万8.1万股+486股+0.60%加仓
埃克森美孚XOM
2.12%3.12%$769.5万5.6万股$962.6万5.7万股-455股-0.80%减仓
微软MSFT
2.11%2.32%$764.3万2.0万股$715.0万1.9万股+1,176股+6.09%加仓
亚马逊AMZN
2.08%1.92%$752.5万3.2万股$591.2万2.8万股+3,183股+11.21%加仓
摩根大通JPM
1.44%1.48%$521.1万1.6万股$457.4万1.6万股+369股+2.37%加仓
AMGEN COMAMGN
1.3%1.46%$471.5万1.3万股$450.0万1.3万股+229股+1.79%加仓
BBANK OF AMERBAC
1.28%1.32%$464.8万8.2万股$406.7万8.3万股-1,850股-2.22%减仓
SSPDR行业精选信托XLRE
1.12%1.27%$406.6万10.1万股$392.4万9.8万股+3,161股+3.23%加仓
Meta平台META
1.05%1.22%$380.1万6,748股$375.4万6,561股+187股+2.85%加仓
礼来LLY
1.04%0.91%$376.9万3,143股$282.0万3,066股+77股+2.51%加仓
AAlphabet Inc Class CGOOG
1.03%1.01%$373.2万1.1万股$311.1万1.1万股-282股-2.60%减仓
IiShares安硕信托IVV
0.99%1%$359.0万4,794股$308.3万4,720股+74股+1.57%加仓
特斯拉TSLA
0.95%0.96%$345.6万8,216股$296.5万7,975股+241股+3.02%加仓
美光科技MU
0.87%0.31%$314.6万2,726股$96.0万2,841股-115股-4.05%减仓
波音BA
0.85%0.92%$308.7万1.4万股$283.1万1.4万股+37股+0.26%加仓
ZZACKS TRUSTZECP
0.8%0.85%$288.1万7.6万股$263.4万7.8万股-1,513股-1.94%减仓
IiShares安硕·TR ISHARES SEMICDTRSOXX
0.72%0.43%$260.3万4,062股$133.3万4,055股+7股+0.17%加仓
飞塔FTNT
0.67%0.41%$240.9万1.6万股$127.5万1.6万股+83股+0.53%加仓
卡特彼勒CAT
0.66%0.52%$240.8万2,261股$159.6万2,253股+8股+0.36%加仓
UNITED AIRLS COMUAL
0.66%0.53%$240.6万1.8万股$162.9万1.8万股-2股-0.01%减仓
应用材料AMAT
0.66%0.22%$239.4万3,312股$67.0万1,961股+1,351股+68.89%加仓
I景顺QQQ信托VOO
0.66%0.61%$238.9万3,244股$189.7万3,287股-43股-1.31%减仓
IiShares安硕·MSCIQUAL
0.64%0.66%$230.4万1.1万股$203.6万1.1万股-112股-1.06%减仓
S道富SPYM
0.59%0.42%$214.1万2.4万股$128.6万1.7万股+7,563股+45.03%加仓
IiShares安硕信托IDV
0.59%0.66%$211.9万5.1万股$202.7万4.8万股+3,526股+7.40%加仓
强生JNJ
0.58%0.59%$211.3万8,318股$183.3万7,500股+818股+10.91%加仓
J摩根大通交易所交易基金JPIE
0.56%0.61%$202.5万4.4万股$186.8万4.1万股+3,430股+8.46%加仓
西部数据WDC
0.55%0.37%$199.9万3,130股$112.7万4,165股-1,035股-24.85%减仓
雷神技术RTX
0.55%0.69%$199.8万1.1万股$213.3万1.1万股-526股-4.76%减仓
SSPDR黄金信托GLD
0.53%0.71%$192.3万5,219股$218.1万5,068股+151股+2.98%加仓
AMD超威AMD
0.52%0.21%$189.3万3,258股$65.3万3,210股+48股+1.50%加仓
洛克希德马丁LMT
0.52%0.74%$188.9万3,708股$227.7万3,767股-59股-1.57%减仓
V先锋领航指数基金VOO
0.51%0.49%$184.0万2,679股$150.4万2,516股+163股+6.48%加仓
ZZACKS SMALL/MID CAP ETFSMIZ
0.5%0.51%$182.5万4.1万股$155.9万4.2万股-1,139股-2.71%减仓
IiShares安硕信托AGG
0.5%0.45%$181.8万1.8万股$139.5万1.4万股+4,312股+30.68%加仓
V先锋领航·SMALLVBR
0.5%0.53%$179.5万7,388股$164.8万7,585股-197股-2.60%减仓
好市多COST
0.46%0.59%$166.7万1,782股$183.6万1,842股-60股-3.26%减仓
VisaV
0.45%0.47%$164.2万4,786股$144.8万4,790股-4股-0.08%减仓
家得宝HD
0.44%0.47%$160.8万4,559股$144.1万4,380股+179股+4.09%加仓
V先锋领航指数基金VTV
0.44%0.46%$160.4万7,360股$141.9万7,232股+128股+1.77%加仓
PALO ALTOPANW
0.44%0.3%$158.7万4,655股$92.6万5,773股-1,118股-19.37%减仓
DDELL TECHNOLOGIES INC CLASS CDELL
0.44%0.31%$158.1万3,665股$94.5万5,756股-2,091股-36.33%减仓
迪士尼DIS
0.42%0.51%$153.5万1.6万股$156.0万1.6万股-236股-1.46%减仓
IiShares安硕信托DGRO
0.42%0.45%$153.0万2.0万股$138.5万2.0万股+449股+2.27%加仓
派克汉尼汾PH
0.41%0.42%$149.0万1,524股$128.8万1,439股+85股+5.91%加仓

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