ALTFEST L J & CO INC
NEW YORK NY · SEC CIK 0000712050
$10.31亿2026Q2 申报市值
311持仓数
37.4%前十大占比 · 第一大 5.6%
28 / 51新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BIL 加仓+$2,512.82万
VHT 加仓+$2,263.61万
MATTHEWS ASIA FD 新建仓+$1,375.69万
SPDR SERIES TRUS 新建仓+$1,263.46万
RSPD 加仓+$783.28万
2026Q2 卖出最多 按季末市值估算
SMH 减仓-$2,665.37万
EWZ 清仓-$996.40万
QUAL 减仓-$974.36万
OIH 清仓-$854.78万
EWY 减仓-$787.05万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VONG | VANGUARD SCOTTSDALE FDS | $30.71万 | 0.03% | 2,403 | -12 | -0.5% | -$1,534 | 减仓 |
| EFG | ISHARES TR | $30.77万 | 0.03% | 2,473 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $31.10万 | 0.03% | 4,364 | 1,083 | 33.0% | $7.72万 | 加仓 |
| AMAT | APPLIED MATLS INC | $31.20万 | 0.03% | 432 | 432 | — | $31.20万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $31.92万 | 0.03% | 2,020 | 64 | 3.3% | $1.01万 | 加仓 |
| VIS | VANGUARD WORLD FD | $32.59万 | 0.03% | 904 | -214 | -19.1% | -$7.72万 | 减仓 |
| FSLR | FIRST SOLAR INC | $32.89万 | 0.03% | 1,394 | -1,007 | -41.9% | -$23.76万 | 减仓 |
| IMCV | ISHARES TR | $32.91万 | 0.03% | 3,601 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $33.12万 | 0.03% | 7,343 | 7,343 | — | $33.12万 | 新建仓 |
| SBUX | STARBUCKS CORP | $33.41万 | 0.03% | 3,269 | -421 | -11.4% | -$4.30万 | 减仓 |
| TSLA | TESLA INC | $33.56万 | 0.03% | 798 | -6 | -0.7% | -$2,524 | 减仓 |
| — | INNOVATOR ETFS TRUST | $34.68万 | 0.03% | 8,507 | -88 | -1.0% | -$3,588 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $35.12万 | 0.03% | 499 | -85 | -14.6% | -$5.98万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $35.52万 | 0.03% | 2,887 | -2,420 | -45.6% | -$29.78万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $35.72万 | 0.03% | 468 | 468 | — | $35.72万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $35.75万 | 0.03% | 1,179 | 47 | 4.2% | $1.43万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $35.81万 | 0.03% | 2,005 | 2,005 | — | $35.81万 | 新建仓 |
| ITOT | ISHARES TR | $36.55万 | 0.04% | 2,225 | 6 | 0.3% | $986 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $36.83万 | 0.04% | 3,819 | -166 | -4.2% | -$1.60万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $38.86万 | 0.04% | 7,193 | 269 | 3.9% | $1.45万 | 加仓 |
| IBB | ISHARES TR | $39.00万 | 0.04% | 2,051 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $39.93万 | 0.04% | 5,178 | 12 | 0.2% | $925 | 加仓 |
| CPRT | COPART INC | $40.21万 | 0.04% | 14,264 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $40.94万 | 0.04% | 4,278 | -1,302 | -23.3% | -$12.46万 | 减仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $41.10万 | 0.04% | 5,352 | 615 | 13.0% | $4.72万 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC | $41.26万 | 0.04% | 6,631 | 83 | 1.3% | $5,164 | 加仓 |
| SHOP | SHOPIFY INC | $42.63万 | 0.04% | 3,734 | 360 | 10.7% | $4.11万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $42.89万 | 0.04% | 8,248 | -1,841 | -18.2% | -$9.57万 | 减仓 |
| HD | HOME DEPOT INC | $43.59万 | 0.04% | 1,236 | 13 | 1.1% | $4,585 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $43.60万 | 0.04% | 2,288 | -2 | -0.1% | -$381 | 减仓 |
| BAC | BANK OF AMER CORP | $43.75万 | 0.04% | 7,678 | -19 | -0.2% | -$1,083 | 减仓 |
| EWY | ISHARES INC | $43.89万 | 0.04% | 2,174 | -38,985 | -94.7% | -$787.05万 | 减仓 |
| MCD | MCDONALDS CORP | $44.01万 | 0.04% | 1,628 | -912 | -35.9% | -$24.66万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $45.49万 | 0.04% | 1,283 | 1,283 | — | $45.49万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $45.68万 | 0.04% | 2,096 | 4 | 0.2% | $872 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $45.85万 | 0.04% | 4,145 | -434 | -9.5% | -$4.80万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $46.23万 | 0.04% | 1,645 | 1,645 | — | $46.23万 | 新建仓 |
| IEO | ISHARES TR | $46.52万 | 0.05% | 4,235 | 9 | 0.2% | $989 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $46.68万 | 0.05% | 9,612 | 0 | 0.0% | — | 不变 |
| UE | URBAN EDGE PPTYS | $47.13万 | 0.05% | 20,598 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $47.36万 | 0.05% | 11,779 | 2,650 | 29.0% | $10.66万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $47.69万 | 0.05% | 9,058 | -6,386 | -41.3% | -$33.62万 | 减仓 |
| YPF | YPF SOCIEDAD ANONIMA | $47.80万 | 0.05% | 10,512 | -10,695 | -50.4% | -$48.63万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $47.92万 | 0.05% | 933 | -3 | -0.3% | -$1,541 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $48.04万 | 0.05% | 1,208 | 334 | 38.2% | $13.28万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $49.58万 | 0.05% | 16,847 | 144 | 0.9% | $4,238 | 加仓 |
| SBGI | SINCLAIR INC | $49.87万 | 0.05% | 34,996 | 34,996 | — | $49.87万 | 新建仓 |
| EMXC | ISHARES INC | $53.12万 | 0.05% | 5,193 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $54.00万 | 0.05% | 2,378 | 3 | 0.1% | $681 | 加仓 |
| CMF | ISHARES TR | $54.23万 | 0.05% | 9,409 | 2,034 | 27.6% | $11.72万 | 加仓 |
| AAXJ | ISHARES TR | $54.74万 | 0.05% | 4,588 | -1,196 | -20.7% | -$14.27万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $54.97万 | 0.05% | 3,035 | 0 | 0.0% | — | 不变 |
| FQAL | FIDELITY COVINGTON TRUST | $55.49万 | 0.05% | 6,821 | -1,418 | -17.2% | -$11.54万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $55.85万 | 0.05% | 12,318 | -1,343 | -9.8% | -$6.09万 | 减仓 |
| OSCR | OSCAR HEALTH INC | $55.97万 | 0.05% | 19,624 | 19,624 | — | $55.97万 | 新建仓 |
| ACWI | ISHARES TR | $56.88万 | 0.06% | 3,624 | 6 | 0.2% | $942 | 加仓 |
| SPYV | SPDR SERIES TRUST | $57.00万 | 0.06% | 9,376 | -170 | -1.8% | -$1.03万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $57.30万 | 0.06% | 2,558 | 529 | 26.1% | $11.85万 | 加仓 |
| VDE | VANGUARD WORLD FD | $58.72万 | 0.06% | 3,911 | -757 | -16.2% | -$11.37万 | 减仓 |
| IYW | ISHARES TR | $58.77万 | 0.06% | 2,330 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $59.00万 | 0.06% | 10,692 | -2,260 | -17.4% | -$12.47万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $59.30万 | 0.06% | 10,857 | -10,720 | -49.7% | -$58.55万 | 减仓 |
| AON | AON PLC | $60.47万 | 0.06% | 1,823 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $61.00万 | 0.06% | 3,243 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $61.03万 | 0.06% | 8,548 | -15,866 | -65.0% | -$113.29万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $61.12万 | 0.06% | 3,379 | -15,937 | -82.5% | -$288.29万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $61.67万 | 0.06% | 898 | -23 | -2.5% | -$1.58万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $62.27万 | 0.06% | 12,758 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $62.78万 | 0.06% | 11,671 | 290 | 2.5% | $1.56万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $62.83万 | 0.06% | 13,766 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $63.42万 | 0.06% | 7,673 | -13 | -0.2% | -$1,074 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $63.48万 | 0.06% | 13,562 | 161 | 1.2% | $7,536 | 加仓 |
| MDYG | SPDR SERIES TRUST | $63.98万 | 0.06% | 5,708 | -115 | -2.0% | -$1.29万 | 减仓 |
| CC | CHEMOURS CO | $64.02万 | 0.06% | 31,198 | -30,851 | -49.7% | -$63.31万 | 减仓 |
| WFC | WELLS FARGO & CO | $64.52万 | 0.06% | 7,808 | -11 | -0.1% | -$909 | 减仓 |
| DTCR | GLOBAL X FDS | $64.92万 | 0.06% | 21,377 | -4,667 | -17.9% | -$14.17万 | 减仓 |
| CVX | CHEVRON CORPORATION | $65.21万 | 0.06% | 3,934 | 389 | 11.0% | $6.45万 | 加仓 |
| NVS | NOVARTIS AG | $65.71万 | 0.06% | 4,193 | 417 | 11.0% | $6.53万 | 加仓 |
| DTE | DTE ENERGY CO | $65.76万 | 0.06% | 4,316 | 20 | 0.5% | $3,047 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $66.11万 | 0.06% | 1,298 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $66.46万 | 0.06% | 14,448 | -7,102 | -33.0% | -$32.67万 | 减仓 |
| T | AT&T INC | $66.61万 | 0.06% | 32,178 | -81,609 | -71.7% | -$168.93万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $67.10万 | 0.07% | 28,337 | -4,743 | -14.3% | -$11.23万 | 减仓 |
| GLD | SPDR GOLD TR | $67.19万 | 0.07% | 1,824 | -12,166 | -87.0% | -$448.17万 | 减仓 |
| GDX | VANECK ETF TRUST | $67.97万 | 0.07% | 9,009 | -83,697 | -90.3% | -$631.47万 | 减仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $68.13万 | 0.07% | 13,617 | 13,617 | — | $68.13万 | 新建仓 |
| CMS | CMS ENERGY CORP | $68.80万 | 0.07% | 8,993 | 37 | 0.4% | $2,830 | 加仓 |
| PG | PROCTER & GAMBLE CO | $69.06万 | 0.07% | 4,710 | -14 | -0.3% | -$2,053 | 减仓 |
| CAT | CATERPILLAR INC | $71.47万 | 0.07% | 671 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $71.57万 | 0.07% | 24,671 | 8,905 | 56.5% | $25.83万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $72.35万 | 0.07% | 7,974 | 27 | 0.3% | $2,450 | 加仓 |
| EFV | ISHARES TR | $72.56万 | 0.07% | 9,479 | -68 | -0.7% | -$5,205 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $73.11万 | 0.07% | 15,193 | -526 | -3.3% | -$2.53万 | 减仓 |
| ASML | ASML HLDG NV | $73.21万 | 0.07% | 368 | -46 | -11.1% | -$9.15万 | 减仓 |
| EQT | EQT CORP | $73.79万 | 0.07% | 13,878 | -823 | -5.6% | -$4.38万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $74.36万 | 0.07% | 20,581 | -1,542 | -7.0% | -$5.57万 | 减仓 |
| MMM | 3M CO | $74.82万 | 0.07% | 4,621 | -1,002 | -17.8% | -$16.22万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.07% | 1 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $75.07万 | 0.07% | 4,908 | 4,908 | — | $75.07万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $75.70万 | 0.07% | 9,923 | 21 | 0.2% | $1,602 | 加仓 |