13FBOX
Alvarez & Marsal Private Wealth Partners, LLC · 13F 持仓分析
期权收益计算器 机构排行

Alvarez & Marsal Private Wealth Partners, LLC

No.3303 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$7.59亿
环比变动 Q1 2026
+$4,647.9万+6.5%
持仓股票数
107
新买入
12
加仓
27
减仓
53
清仓
82
持股不变
15
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
I景顺·S&PSPHQ
11.26%10.1%$8,544.9万94.8万股$7,192.6万95.7万股-8,211股-0.86%减仓
SSPDR标普500 ETFSPY
10.31%9.56%$7,819.7万10.4万股$6,811.4万10.4万股00.00%持仓不变
I景顺QQQ信托VOO
9.39%7.83%$7,126.3万9.7万股$5,579.4万9.7万股00.00%持仓不变
GGMO US QUALITY ETFGMOV
9.38%8.78%$7,119.9万170.8万股$6,253.4万172.6万股-1.8万股-1.03%减仓
V先锋领航市政债券基金VTEB
9.14%10.01%$6,936.7万137.1万股$7,126.9万142.9万股-5.7万股-4.00%减仓
V先锋领航指数基金VOO
6.19%5.77%$4,692.5万6.8万股$4,107.3万6.9万股-412股-0.60%减仓
谷歌AGOOGL
5.94%5.13%$4,505.8万12.6万股$3,652.8万12.7万股-944股-0.74%减仓
IiShares安硕信托IVW
4.62%3.93%$3,505.8万25.5万股$2,797.3万24.7万股+7,600股+3.07%加仓
雷神技术RTX
4.4%4.76%$3,336.6万17.6万股$3,393.1万17.6万股-36股-0.02%减仓
VisaV
3.95%3.72%$2,997.8万8.7万股$2,649.8万8.8万股-296股-0.34%减仓
微软MSFT
3.83%4.09%$2,908.5万7.8万股$2,909.8万7.9万股-635股-0.81%减仓
WWORLD GOLD TRGLD
2.51%3.12%$1,906.1万24.0万股$2,224.6万24.0万股00.00%持仓不变
IiShares安硕·S&PIVE
2.23%2.17%$1,690.4万7.4万股$1,543.7万7.3万股+1,338股+1.83%加仓
伯克希尔哈撒韦BRK.B
2.09%2.14%$1,585.7万3.2万股$1,526.3万3.2万股-161股-0.51%减仓
IiShares安硕IEMG
1.59%1.28%$1,203.6万14.5万股$908.6万13.0万股+1.5万股+11.53%加仓
苹果AAPL
1.19%1.09%$903.8万3.1万股$778.7万3.1万股+551股+1.80%加仓
英伟达NVDA
1.18%1.08%$894.5万4.5万股$767.4万4.4万股+703股+1.60%加仓
TTEXAS PACIFIC LAND CORPORATITPL
1.04%1.21%$787.8万1.8万股$860.9万1.8万股-141股-0.78%减仓
V先锋领航·FTSEVEA
0.92%0.84%$700.2万9.8万股$595.7万9.3万股+5,312股+5.71%加仓
IiShares黄金信托IAU
0.65%0.81%$491.6万6.5万股$574.0万6.5万股00.00%持仓不变
亚马逊AMZN
0.62%0.58%$472.8万2.0万股$412.1万2.0万股+49股+0.25%加仓
博通AVGO
0.6%0.52%$458.9万1.2万股$371.7万1.2万股+138股+1.15%加仓
AAlphabet Inc Class CGOOG
0.41%0.36%$308.1万8,721股$259.0万9,028股-307股-3.40%减仓
IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT
0.37%0.31%$280.0万1.6万股$218.5万1.5万股+581股+3.85%加仓
V先锋领航·TOTALBNDX
0.33%0.34%$246.8万5.1万股$244.9万5.1万股00.00%持仓不变
Meta平台META
0.3%0.34%$229.9万4,082股$241.4万4,220股-138股-3.27%减仓
礼来LLY
0.26%0.22%$195.5万1,630股$159.2万1,731股-101股-5.83%减仓
IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS
0.25%0.22%$191.7万1.4万股$157.8万1.3万股+702股+5.27%加仓
科磊KLAC
0.2%0.11%$152.4万5,050股$77.2万524股+4,526股+863.74%加仓
IiShares安硕信托IVV
0.19%0.08%$147.5万1,969股$56.2万860股+1,109股+128.95%加仓
万事达MA
0.17%0.17%$132.3万2,576股$122.9万2,459股+117股+4.76%加仓
SSPDR黄金信托GLD
0.16%0.2%$122.9万3,335股$143.5万3,335股00.00%持仓不变
V先锋领航·TOTALBND
0.15%0.16%$115.0万1.6万股$115.3万1.6万股00.00%持仓不变
IiShares安硕信托IEFA
0.15%0.06%$112.8万1.2万股$43.5万4,801股+6,875股+143.20%加仓
摩根大通JPM
0.14%0.4%$103.1万3,149股$284.4万9,667股-6,518股-67.43%减仓
强生JNJ
0.13%0.14%$100.2万3,945股$99.8万4,083股-138股-3.38%减仓
V先锋领航·FSTEVWO
0.13%0.11%$95.2万1.6万股$81.2万1.5万股+937股+6.24%加仓
泛林集团LRCX
0.12%0.07%$93.4万2,154股$51.9万2,425股-271股-11.18%减仓
摩根士丹利MS
0.11%0.13%$82.4万3,942股$95.4万5,798股-1,856股-32.01%减仓
阿斯麦ASML
0.11%$82.0万412股$00股+412股新买入
美国合众银行USB
0.1%0.09%$79.1万1.3万股$67.1万1.3万股+219股+1.72%加仓
IiShares安硕·RUSSELLIWF
0.1%0.05%$76.2万6,136股$37.9万889股+5,247股+590.21%加仓
V先锋领航斯科茨代尔基金VMBS
0.09%0.1%$70.1万1.5万股$70.3万1.5万股00.00%持仓不变
NETFLIXNFLX
0.09%0.13%$69.2万9,697股$94.7万9,850股-153股-1.55%减仓
家得宝HD
0.09%0.09%$66.0万1,870股$65.5万1,992股-122股-6.12%减仓
VertivVRT
0.08%0.07%$62.4万1,863股$46.7万1,863股00.00%持仓不变
好市多COST
0.08%0.17%$60.2万644股$118.2万1,186股-542股-45.70%减仓
QUANTA SVCSPWR
0.08%0.07%$58.1万807股$51.4万936股-129股-13.78%减仓
默沙东MRK
0.07%0.07%$52.0万4,020股$48.8万4,029股-9股-0.22%减仓
特灵科技TT
0.07%0.06%$51.2万1,042股$44.5万1,068股-26股-2.43%减仓

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