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Altura Wealth Advisors Inc. · 13F 持仓分析
期权收益计算器 机构排行

Altura Wealth Advisors Inc.

No.5811 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.97亿
环比变动 Q1 2026
+$6,740.6万+29.4%
持仓股票数
84
新买入
11
加仓
53
减仓
20
清仓
2
持股不变
0
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
英伟达NVDA
7.51%8.61%$2,228.0万11.1万股$1,973.4万11.3万股-1,805股-1.60%减仓
V先锋领航·TOTALBND
7.4%8.21%$2,194.2万29.9万股$1,881.1万25.5万股+4.3万股+17.01%加仓
IiShares安硕信托GVI
6.35%7.24%$1,882.1万17.5万股$1,658.3万15.6万股+1.9万股+11.94%加仓
V先锋领航全球基金VGT
4.55%4.23%$1,349.9万11.3万股$970.3万1.4万股+9.9万股+712.20%加仓
S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK
4.08%4.65%$1,209.0万12.5万股$1,065.7万11.1万股+1.4万股+12.68%加仓
苹果AAPL
3.98%4.43%$1,180.1万4.1万股$1,016.0万4.0万股+751股+1.88%加仓
NETFLIXNFLX
3.9%$1,157.4万16.2万股$00股+16.2万股新买入
谷歌AGOOGL
2.93%3.12%$870.1万2.4万股$714.9万2.5万股-512股-2.06%减仓
V先锋领航国际股票指数基金VEU
2.86%3.09%$847.0万10.1万股$707.9万9.4万股+6,864股+7.28%加仓
PPIMCO太平洋投资管理ETFMUNI
2.77%3.94%$820.8万15.6万股$902.7万17.3万股-1.7万股-9.78%减仓
亚马逊AMZN
2.69%2.9%$798.4万3.3万股$663.4万3.2万股+1,645股+5.16%加仓
V先锋领航全球基金VCR
2.62%2.8%$777.2万2.0万股$641.0万1.8万股+1,741股+9.75%加仓
V先锋领航·FTSEVEA
2.58%2.75%$766.1万10.8万股$631.1万9.8万股+9,044股+9.18%加仓
V先锋领航·S&PIVOG
2.19%2.16%$650.5万4.4万股$495.3万4.0万股+4,848股+12.24%加仓
V先锋领航全球基金VFH
1.98%2.09%$588.3万4.5万股$479.7万4.0万股+4,998股+12.59%加仓
V先锋领航全球基金VIS
1.93%2.09%$571.0万1.6万股$478.1万1.5万股+531股+3.47%加仓
G通用动力VTI
1.75%1.72%$518.3万1.4万股$394.8万1.2万股+1,702股+13.83%加仓
CrowdStrikeCRWD
1.53%1.01%$455.0万5,962股$232.5万5,956股+6股+0.10%加仓
微软MSFT
1.52%1.09%$450.5万1.2万股$249.9万6,751股+5,327股+78.91%加仓
DDimensional维度·U.S. SMALL CAP ETFDFAS
1.52%1.7%$449.5万5.5万股$389.6万5.5万股-178股-0.33%减仓
V先锋领航·FSTEVWO
1.44%0.54%$426.7万7.1万股$124.6万2.3万股+4.8万股+209.99%加仓
V先锋领航指数基金VB
1.34%0.16%$397.8万1.3万股$37.2万1,420股+1.2万股+824.23%加仓
V先锋领航全球基金VDC
1.29%1.56%$382.7万1.7万股$357.9万1.6万股+1,032股+6.48%加仓
V先锋领航全球基金VOX
1.28%1.42%$378.4万2.1万股$326.0万1.8万股+2,441股+13.46%加仓
SSPDR行业精选信托XLRE
1.25%1.42%$371.8万8.4万股$324.7万8.0万股+4,908股+6.17%加仓
IiShares安硕信托SGOV
1.24%1.03%$366.5万3.6万股$236.0万2.3万股+1.3万股+55.27%加仓
SSPDR行业精选信托XLK
1.21%1.06%$358.0万1.9万股$241.9万1.8万股+588股+3.23%加仓
SSPDR黄金信托GLD
1.19%1.66%$352.5万9,569股$379.9万8,830股+739股+8.37%加仓
V先锋领航·HEALTHVHT
1.14%1.22%$338.9万1.1万股$279.8万1.0万股+1,060股+10.32%加仓
VanEck ETF信托SMH
1.14%1.51%$337.6万5,147股$345.6万9,015股-3,868股-42.91%减仓
EquinixEQIX
1.03%0.58%$305.2万2,928股$132.5万1,352股+1,576股+116.57%加仓
VisaV
0.98%1%$291.6万8,499股$228.7万7,568股+931股+12.30%加仓
甲骨文ORCL
0.98%0.93%$289.8万2.0万股$212.5万1.4万股+5,331股+36.91%加仓
Meta平台META
0.97%1.08%$288.4万5,120股$247.9万4,333股+787股+18.16%加仓
默沙东MRK
0.94%1.14%$279.6万2.2万股$262.1万2.2万股-25股-0.11%减仓
SSPDR行业精选信托XLU
0.91%0.72%$269.8万6.0万股$164.4万3.6万股+2.4万股+66.07%加仓
万事达MA
0.89%0.97%$263.9万5,139股$221.7万4,437股+702股+15.82%加仓
联合健康UNH
0.81%0.63%$241.3万5,806股$144.0万5,322股+484股+9.09%加仓
IISHARES FUTURE AI & TECHETFARTY
0.79%$234.1万3.1万股$00股+3.1万股新买入
艾伯维ABBV
0.74%0.66%$220.1万8,748股$150.5万6,919股+1,829股+26.43%加仓
IiShares比特币ETFIBIT
0.68%0.79%$201.2万6.0万股$182.1万4.7万股+1.3万股+27.53%加仓
强生JNJ
0.65%0.66%$191.8万7,553股$150.3万6,150股+1,403股+22.81%加仓
AAPPLOVINAPP
0.59%0.6%$175.6万3,409股$138.1万3,469股-60股-1.73%减仓
T赛默飞世尔TMO
0.57%0.58%$169.4万3,379股$133.5万2,717股+662股+24.37%加仓
联合太平洋铁路UNP
0.52%0.54%$152.9万5,621股$124.2万5,119股+502股+9.81%加仓
IISHARES EXPANDED TECH-SOFTWARE (US)IGV
0.51%0.48%$149.8万1.7万股$110.6万1.4万股+2,713股+19.64%加仓
V先锋领航全球基金VAW
0.48%0.54%$143.0万6,251股$122.7万5,446股+805股+14.78%加仓
SSPDR道富指数基金EDIV
0.48%0.6%$142.5万3.5万股$136.7万3.5万股+163股+0.47%加仓
希捷STX
0.46%$135.4万1,403股$00股+1,403股新买入
LOWES COS COMLOW
0.44%0.48%$130.6万5,921股$109.6万4,640股+1,281股+27.61%加仓

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