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

Altus Wealth Management, LLC

No.6249 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.60亿
环比变动 Q1 2026
+$3,480.7万+15.5%
持仓股票数
26
新买入
0
加仓
13
减仓
9
清仓
2
持股不变
4
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
G通用动力VTI
21.57%21.44%$5,604.0万15.1万股$4,823.1万15.0万股+1,103股+0.73%加仓
V先锋领航指数基金VOO
18.16%16.41%$4,718.9万6.4万股$3,691.9万6.4万股+117股+0.18%加仓
I景顺交易所交易基金信托EQWL
15.58%15.81%$4,047.5万31.4万股$3,557.8万30.9万股+4,978股+1.61%加仓
IiShares安硕·COREIJH
13.77%13.6%$3,578.3万46.4万股$3,058.7万45.3万股+1.1万股+2.45%加仓
IiShares安硕信托DGRO
12.98%13.78%$3,371.3万44.5万股$3,099.4万44.2万股+3,185股+0.72%加仓
IiShares安硕信托IQLT
9.8%10.16%$2,546.0万51.4万股$2,286.3万49.5万股+1.9万股+3.90%加仓
SSPDR道富系列信托SJNK
1.23%1.39%$319.0万12.7万股$313.3万12.5万股+2,021股+1.61%加仓
IISHARES INVESTMENT GRADESYSTEMATIC BOND ETFIGEB
1.2%1.4%$312.0万6.9万股$315.2万7.0万股-776股-1.11%减仓
J摩根大通交易所交易基金JPIE
0.95%1.12%$248.0万5.4万股$251.4万5.5万股-715股-1.31%减仓
SSPDR标普500 ETFSPY
0.73%0.75%$189.8万2,541股$168.2万2,587股-46股-1.78%减仓
V先锋领航全球基金VGT
0.51%0.43%$131.5万1.1万股$97.2万1,393股+9,611股+689.95%加仓
IiShares安硕·S&P 100 ETFIWO
0.42%0.35%$108.0万2,951股$79.7万2,504股+447股+17.85%加仓
AAlphabet Inc Class CGOOG
0.41%0.35%$107.7万3,047股$79.4万2,767股+280股+10.12%加仓
宝洁PG
0.4%0.45%$102.6万6,999股$101.7万7,044股-45股-0.64%减仓
苹果AAPL
0.37%0.32%$95.2万3,290股$71.8万2,828股+462股+16.34%加仓
IiShares安硕·RUSSELLIWF
0.3%0.29%$76.6万6,172股$65.8万1,543股+4,629股+300.00%加仓
微软MSFT
0.2%0.22%$52.2万1,399股$49.6万1,340股+59股+4.40%加仓
SSPDR道富系列信托SHM
0.19%0.22%$49.8万1.0万股$49.6万1.0万股00.00%持仓不变
谷歌AGOOGL
0.19%0.18%$48.4万1,356股$40.8万1,419股-63股-4.44%减仓
特斯拉TSLA
0.18%0.18%$46.0万1,095股$41.4万1,115股-20股-1.79%减仓
亚马逊AMZN
0.17%0.17%$42.9万1,800股$38.6万1,855股-55股-2.96%减仓
IiShares安硕信托IWD
0.16%0.17%$42.7万1,761股$37.6万1,761股00.00%持仓不变
IiShares安硕信托GVI
0.16%0.18%$40.4万3,755股$39.9万3,755股00.00%持仓不变
博通AVGO
0.15%0.14%$39.8万1,053股$32.6万1,053股00.00%持仓不变
英伟达NVDA
0.12%0.12%$30.8万1,542股$27.5万1,576股-34股-2.16%减仓
Meta平台META
0.11%0.15%$29.2万518股$34.2万598股-80股-13.38%减仓

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