ALTFEST L J & CO INC
NEW YORK NY · SEC CIK 0000712050
$9.35亿2026Q1 申报市值
326持仓数
36.8%前十大占比 · 第一大 5.4%
51 / 55新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VTIP 加仓+$1,898.86万
EMLP 加仓+$1,688.56万
GBIL 加仓+$1,310.95万
QUAL 加仓+$842.30万
GDX 加仓+$770.35万
2026Q1 卖出最多 按季末市值估算
GLDM 减仓-$1,645.40万
XBI 减仓-$1,382.92万
BIL 减仓-$1,222.89万
SLV 减仓-$944.96万
FHLC 减仓-$928.20万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PH | PARKER-HANNIFIN CORP | $25.62万 | 0.03% | 286 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $25.65万 | 0.03% | 1,192 | 4 | 0.3% | $861 | 加仓 |
| GILD | GILEAD SCIENCES INC | $25.75万 | 0.03% | 1,848 | -67 | -3.5% | -$9,335 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $26.49万 | 0.03% | 2,415 | 2,415 | — | $26.49万 | 新建仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $26.74万 | 0.03% | 5,060 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $26.98万 | 0.03% | 5,741 | -89 | -1.5% | -$4,183 | 减仓 |
| EFG | ISHARES TR | $27.54万 | 0.03% | 2,473 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $28.07万 | 0.03% | 708 | 114 | 19.2% | $4.52万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $28.42万 | 0.03% | 10,749 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $28.44万 | 0.03% | 3,397 | 132 | 4.0% | $1.11万 | 加仓 |
| CB | CHUBB LTD SWITZ | $28.55万 | 0.03% | 876 | -4,099 | -82.4% | -$133.59万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $28.96万 | 0.03% | 1,956 | -2,200 | -52.9% | -$32.57万 | 减仓 |
| COP | CONOCOPHILLIPS | $29.04万 | 0.03% | 2,200 | 3 | 0.1% | $396 | 加仓 |
| EWH | ISHARES INC | $29.25万 | 0.03% | 12,669 | 12,669 | — | $29.25万 | 新建仓 |
| AGI | ALAMOS GOLD INC | $29.31万 | 0.03% | 6,598 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $29.64万 | 0.03% | 1,132 | 1,132 | — | $29.64万 | 新建仓 |
| TSLA | TESLA INC | $29.89万 | 0.03% | 804 | 100 | 14.2% | $3.72万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $29.89万 | 0.03% | 71 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $29.92万 | 0.03% | 1,734 | -5,563 | -76.2% | -$95.99万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $30.44万 | 0.03% | 2,290 | -6 | -0.3% | -$797 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $30.45万 | 0.03% | 1,125 | -596 | -34.6% | -$16.13万 | 减仓 |
| IMCV | ISHARES TR | $30.53万 | 0.03% | 3,601 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $30.78万 | 0.03% | 10,828 | 1,490 | 16.0% | $4.24万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $30.91万 | 0.03% | 9,129 | 2,430 | 36.3% | $8.23万 | 加仓 |
| ITOT | ISHARES TR | $31.61万 | 0.03% | 2,219 | 5 | 0.2% | $712 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $32.86万 | 0.04% | 5,614 | -3 | -0.1% | -$176 | 减仓 |
| — | INNOVATOR ETFS TRUST | $32.92万 | 0.04% | 8,595 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $33.03万 | 0.04% | 1,546 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $33.06万 | 0.04% | 3,690 | -23 | -0.6% | -$2,061 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $34.26万 | 0.04% | 2,614 | -8 | -0.3% | -$1,049 | 减仓 |
| AAP | ADVANCE AUTO PARTS INC | $34.54万 | 0.04% | 6,548 | -162 | -2.4% | -$8,545 | 减仓 |
| IBB | ISHARES TR | $34.62万 | 0.04% | 2,051 | 1 | 0.0% | $169 | 加仓 |
| — | INNOVATOR ETFS TRUST | $34.75万 | 0.04% | 17,462 | -1,459 | -7.7% | -$2.90万 | 减仓 |
| IJH | ISHARES TR | $34.89万 | 0.04% | 5,166 | 3 | 0.1% | $203 | 加仓 |
| VIS | VANGUARD WORLD FD | $34.92万 | 0.04% | 1,118 | -4 | -0.4% | -$1,249 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $35.35万 | 0.04% | 3,985 | -159 | -3.8% | -$1.41万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $36.04万 | 0.04% | 584 | -8 | -1.4% | -$4,937 | 减仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $36.39万 | 0.04% | 4,737 | -113 | -2.3% | -$8,681 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $36.55万 | 0.04% | 6,924 | -155 | -2.2% | -$8,181 | 减仓 |
| BAC | BANK AMERICA CORP | $37.52万 | 0.04% | 7,697 | -2,501 | -24.5% | -$12.19万 | 减仓 |
| NJAN | INNOVATOR ETFS TRUST | $37.66万 | 0.04% | 7,056 | 0 | 0.0% | — | 不变 |
| CPS | COOPER-STANDARD HOLDINGS INC | $37.86万 | 0.04% | 13,583 | 13,583 | — | $37.86万 | 新建仓 |
| SHOP | SHOPIFY INC | $40.02万 | 0.04% | 3,374 | 152 | 4.7% | $1.80万 | 加仓 |
| HD | HOME DEPOT INC | $40.21万 | 0.04% | 1,223 | 5 | 0.4% | $1,644 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $40.29万 | 0.04% | 874 | 99 | 12.8% | $4.56万 | 加仓 |
| EMXC | ISHARES INC | $40.85万 | 0.04% | 5,193 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $41.05万 | 0.04% | 2,092 | 295 | 16.4% | $5.79万 | 加仓 |
| UE | URBAN EDGE PPTYS | $41.15万 | 0.04% | 20,598 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $41.23万 | 0.04% | 2,029 | 522 | 34.6% | $10.61万 | 加仓 |
| CMF | ISHARES TR | $41.93万 | 0.04% | 7,375 | 230 | 3.2% | $1.31万 | 加仓 |
| MP | MP MATERIALS CORP | $42.02万 | 0.04% | 8,706 | 4,251 | 95.4% | $20.52万 | 重新持有 |
| IYW | ISHARES TR | $42.27万 | 0.05% | 2,330 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $42.83万 | 0.05% | 16,703 | 195 | 1.2% | $5,000 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $43.58万 | 0.05% | 1,317 | -61 | -4.4% | -$2.02万 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $43.58万 | 0.05% | 10,089 | -930 | -8.4% | -$4.02万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $44.56万 | 0.05% | 9,612 | 0 | 0.0% | — | 不变 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $44.60万 | 0.05% | 13,934 | 13,934 | — | $44.60万 | 新建仓 |
| QXO | QXO INC | $45.15万 | 0.05% | 23,251 | 23,251 | — | $45.15万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $45.43万 | 0.05% | 1,423 | 164 | 13.0% | $5.24万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $46.01万 | 0.05% | 15,766 | -1,915 | -10.8% | -$5.59万 | 减仓 |
| RKT | ROCKET COS INC | $46.25万 | 0.05% | 32,457 | -32,642 | -50.1% | -$46.51万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $46.77万 | 0.05% | 936 | 4 | 0.4% | $1,999 | 加仓 |
| CPRT | COPART INC | $47.36万 | 0.05% | 14,264 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $47.36万 | 0.05% | 2,401 | -255 | -9.6% | -$5.03万 | 减仓 |
| CAT | CATERPILLAR INC | $47.55万 | 0.05% | 671 | 671 | — | $47.55万 | 新建仓 |
| ACWI | ISHARES TR | $50.06万 | 0.05% | 3,618 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $50.14万 | 0.05% | 2,375 | 4 | 0.2% | $844 | 加仓 |
| IUSG | ISHARES TR | $50.30万 | 0.05% | 3,243 | 0 | 0.0% | — | 不变 |
| SEI | SOLARIS ENERGY INFRAS INC | $50.64万 | 0.05% | 8,961 | 8,961 | — | $50.64万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $51.82万 | 0.06% | 4,579 | 0 | 0.0% | — | 不变 |
| IEO | ISHARES TR | $52.79万 | 0.06% | 4,226 | 8 | 0.2% | $999 | 加仓 |
| SO | SOUTHERN CO | $53.86万 | 0.06% | 5,580 | 290 | 5.5% | $2.80万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $54.01万 | 0.06% | 9,546 | 93 | 1.0% | $5,262 | 加仓 |
| ASML | ASML HLDG NV | $54.68万 | 0.06% | 414 | -103 | -19.9% | -$13.60万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $55.02万 | 0.06% | 921 | 125 | 15.7% | $7.47万 | 加仓 |
| AAXJ | ISHARES TR | $55.70万 | 0.06% | 5,784 | -46 | -0.8% | -$4,430 | 减仓 |
| MDYG | SPDR SERIES TRUST | $55.88万 | 0.06% | 5,823 | -208 | -3.4% | -$2.00万 | 减仓 |
| DEM | WISDOMTREE TR | $56.55万 | 0.06% | 11,381 | 152 | 1.4% | $7,553 | 加仓 |
| CCOI | COGENT COMM HOLDINGS INC | $57.07万 | 0.06% | 30,291 | 7,026 | 30.2% | $13.24万 | 加仓 |
| NVS | NOVARTIS AG | $57.67万 | 0.06% | 3,776 | 18 | 0.5% | $2,749 | 加仓 |
| SYM | SYMBOTIC INC | $58.31万 | 0.06% | 10,960 | 10,960 | — | $58.31万 | 新建仓 |
| PJUL | INNOVATOR ETFS TRUST | $58.65万 | 0.06% | 12,758 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $58.71万 | 0.06% | 10,820 | 10,820 | — | $58.71万 | 新建仓 |
| PAUG | INNOVATOR ETFS TRUST | $58.81万 | 0.06% | 13,766 | -1 | -0.0% | -$43 | 减仓 |
| AON | AON PLC | $58.84万 | 0.06% | 1,823 | -2,837 | -60.9% | -$91.57万 | 减仓 |
| FQAL | FIDELITY COVINGTON TRUST | $59.82万 | 0.06% | 8,239 | -236 | -2.8% | -$1.71万 | 减仓 |
| EVRG | EVERGY INC | $61.53万 | 0.07% | 7,511 | -148 | -1.9% | -$1.21万 | 减仓 |
| WFC | WELLS FARGO & CO | $62.25万 | 0.07% | 7,819 | -2,474 | -24.0% | -$19.70万 | 减仓 |
| DTCR | GLOBAL X FDS | $62.40万 | 0.07% | 26,044 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $62.69万 | 0.07% | 13,661 | -105,856 | -88.6% | -$485.78万 | 减仓 |
| DTE | DTE ENERGY CO | $62.81万 | 0.07% | 4,296 | -1,763 | -29.1% | -$25.78万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $62.92万 | 0.07% | 13,401 | 327 | 2.5% | $1.54万 | 加仓 |
| IVW | ISHARES TR | $62.96万 | 0.07% | 5,566 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $63.60万 | 0.07% | 7,686 | 0 | 0.0% | — | 不变 |
| BBD | BANCO BRADESCO S A | $63.70万 | 0.07% | 174,525 | 116,454 | 200.5% | $42.51万 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $64.08万 | 0.07% | 5,592 | 250 | 4.7% | $2.86万 | 重新持有 |
| SCHA | SCHWAB STRATEGIC TR | $64.33万 | 0.07% | 22,123 | -1,396 | -5.9% | -$4.06万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $66.37万 | 0.07% | 3,035 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $66.89万 | 0.07% | 15,158 | -1,822 | -10.7% | -$8.04万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $67.11万 | 0.07% | 5,657 | -24 | -0.4% | -$2,847 | 减仓 |