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

Alta Wealth Advisors LLC

No.5105 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.69亿
环比变动 Q1 2026
+$6,097.4万+19.8%
持仓股票数
170
新买入
19
加仓
68
减仓
71
清仓
10
持股不变
12
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
SSPDR道富系列信托SPYG
11.32%11.12%$4,176.3万35.1万股$3,423.0万35.0万股+1,372股+0.39%加仓
S道富SPYV
10.81%11.79%$3,988.2万65.6万股$3,630.7万64.2万股+1.4万股+2.24%加仓
S道富SPMD
5.39%5.67%$1,989.7万29.5万股$1,744.9万29.5万股-136股-0.05%减仓
英伟达NVDA
4.06%4.21%$1,497.3万7.5万股$1,296.9万7.4万股+471股+0.63%加仓
苹果AAPL
2.99%3.17%$1,103.5万3.8万股$976.4万3.8万股-335股-0.87%减仓
IiShares安硕信托IVV
2.37%2.28%$874.2万1.2万股$703.4万1.1万股+904股+8.39%加仓
SSPDR标普500 ETFSPY
2.29%2.33%$843.2万1.1万股$716.9万1.1万股+269股+2.44%加仓
SSOPHIA GENETICS SA FSOPH
2.2%2.27%$813.1万140.9万股$697.5万140.9万股00.00%持仓不变
美光科技MU
2.13%0.74%$786.5万6,814股$227.7万6,739股+75股+1.11%加仓
谷歌AGOOGL
1.78%1.74%$655.0万1.8万股$534.6万1.9万股-263股-1.41%减仓
IiShares安硕·RUSSELLIWF
1.63%1.67%$602.7万4.9万股$513.5万1.2万股+3.6万股+302.98%加仓
泛林集团LRCX
1.56%0.92%$577.0万1.3万股$284.4万1.3万股+2股+0.02%加仓
IiShares安硕信托IWD
1.55%1.69%$570.9万2.4万股$520.9万2.4万股-830股-3.40%减仓
科磊KLAC
1.53%0.91%$565.2万1.9万股$278.9万1,894股+1.7万股+889.12%加仓
IiShares安硕信托IVW
1.37%1.33%$505.8万3.7万股$410.0万3.6万股+533股+1.47%加仓
I景顺交易所交易基金信托RSP
1.3%1.41%$479.0万2.3万股$433.7万2.3万股-87股-0.38%减仓
亚马逊AMZN
1.28%1.35%$474.0万2.0万股$416.4万2.0万股-105股-0.53%减仓
摩根大通JPM
1.21%1.33%$444.9万1.4万股$408.8万1.4万股-304股-2.19%减仓
微软MSFT
1.14%1.39%$419.6万1.1万股$427.2万1.2万股-290股-2.51%减仓
IiShares安硕信托ITOT
1.12%1.25%$412.6万2.5万股$384.5万2.7万股-1,880股-6.96%减仓
IiShares安硕·S&PIVE
1.11%1.19%$409.9万1.8万股$367.2万1.7万股+662股+3.81%加仓
I景顺QQQ信托VOO
1.1%1.05%$405.1万5,501股$324.8万5,628股-127股-2.26%减仓
CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO
1.06%0.44%$391.0万1.4万股$134.5万1.4万股+52股+0.36%加仓
Meta平台META
1.04%1.29%$384.1万6,818股$398.1万6,959股-141股-2.03%减仓
IiShares安硕·MSCIQUAL
0.93%0.94%$342.0万1.6万股$288.7万1.5万股+535股+3.55%加仓
S道富SPSM
0.89%0.86%$326.7万5.7万股$265.3万5.5万股+1,741股+3.17%加仓
V先锋领航指数基金VTV
0.83%0.9%$305.9万1.4万股$276.4万1.4万股-53股-0.38%减仓
礼来LLY
0.83%0.76%$304.6万2,539股$235.4万2,560股-21股-0.82%减仓
好市多COST
0.79%1.01%$292.1万3,123股$311.2万3,124股-1股-0.03%减仓
BBNY MELLON ETF TRUSTBKMI
0.77%0.65%$285.8万2.8万股$200.5万2.1万股+6,952股+32.39%加仓
B贝莱德ETF信托DYNF
0.73%0.69%$270.1万4.0万股$212.3万3.6万股+3,225股+8.84%加仓
AMD超威AMD
0.71%0.3%$261.2万4,496股$92.0万4,524股-28股-0.62%减仓
V先锋领航STAR基金VXUS
0.67%0.73%$247.8万2.9万股$223.5万2.9万股00.00%持仓不变
IiShares安硕IEMG
0.66%0.61%$244.5万3.0万股$189.4万2.7万股+2,368股+8.72%加仓
CCALLAWAY GOLFCALY
0.65%0.57%$239.3万12.7万股$176.4万12.7万股+282股+0.22%加仓
PProShares信托NOBL
0.63%0.67%$231.1万4.1万股$206.2万1.9万股+2.2万股+111.53%加仓
V先锋领航指数基金VUG
0.62%0.63%$229.8万2.7万股$195.5万4,475股+2.2万股+496.11%加仓
特斯拉TSLA
0.6%0.64%$221.2万5,260股$195.9万5,269股-9股-0.17%减仓
SSTERLING INFRASTRUCTURESTRL
0.56%0.33%$207.8万2,476股$102.2万2,509股-33股-1.32%减仓
AAPPLOVINAPP
0.55%0.51%$202.4万3,929股$157.7万3,962股-33股-0.83%减仓
V先锋领航斯科茨代尔基金BSV
0.55%0.58%$202.2万2.6万股$179.7万2.3万股+2,913股+12.85%加仓
艾伯维ABBV
0.53%0.56%$193.7万7,697股$173.3万7,968股-271股-3.40%减仓
西部数据WDC
0.52%0.27%$191.8万3,003股$82.1万3,037股-34股-1.12%减仓
IiShares安硕信托EFV
0.51%0.53%$187.6万2.5万股$163.9万2.2万股+2,464股+11.18%加仓
SSPDR道富系列信托SPTM
0.5%0.52%$185.9万2.0万股$161.6万2.0万股+29股+0.14%加仓
伯克希尔哈撒韦BRK.B
0.49%0.57%$181.8万3,634股$174.9万3,650股-16股-0.44%减仓
IiShares安硕信托SGOV
0.48%0.57%$175.3万1.7万股$174.5万1.7万股+77股+0.44%加仓
安费诺APH
0.47%0.41%$173.1万9,817股$126.8万1.0万股-215股-2.14%减仓
洛克希德马丁LMT
0.46%0.67%$169.7万3,330股$207.0万3,425股-95股-2.77%减仓
WWisdomTree信托DLN
0.45%0.51%$167.8万1.7万股$155.6万1.7万股00.00%持仓不变

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