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 |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE CO | $68.23万 | 0.07% | 4,724 | 169 | 3.7% | $2.44万 | 加仓 |
| CGNX | COGNEX CORP | $69.48万 | 0.07% | 14,182 | 383 | 2.8% | $1.88万 | 加仓 |
| CMS | CMS ENERGY CORP | $69.48万 | 0.07% | 8,956 | -2,407 | -21.2% | -$18.67万 | 减仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $69.62万 | 0.07% | 2,820 | 2,820 | — | $69.62万 | 新建仓 |
| C | CITIGROUP INC | $69.64万 | 0.07% | 6,140 | 12 | 0.2% | $1,361 | 加仓 |
| SLG | SL GREEN RLTY CORP | $70.95万 | 0.08% | 19,208 | -648 | -3.3% | -$2.39万 | 减仓 |
| EFV | ISHARES TR | $70.98万 | 0.08% | 9,547 | -197 | -2.0% | -$1.46万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $71.05万 | 0.08% | 9,902 | -135 | -1.3% | -$9,687 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $71.09万 | 0.08% | 33,080 | 216 | 0.7% | $4,642 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $71.70万 | 0.08% | 12,952 | -3,993 | -23.6% | -$22.10万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.08% | 1 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $73.34万 | 0.08% | 3,545 | -22 | -0.6% | -$4,551 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $73.47万 | 0.08% | 15,719 | -839 | -5.1% | -$3.92万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $75.02万 | 0.08% | 2,994 | -3,822 | -56.1% | -$95.77万 | 重新持有 |
| SCHG | SCHWAB STRATEGIC TR | $75.28万 | 0.08% | 25,842 | 56 | 0.2% | $1,631 | 加仓 |
| DIOD | DIODES INC | $76.14万 | 0.08% | 11,155 | 11,155 | — | $76.14万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $76.36万 | 0.08% | 31,463 | 1,152 | 3.8% | $2.80万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $78.42万 | 0.08% | 1,298 | -76 | -5.5% | -$4.59万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $78.69万 | 0.08% | 20,945 | -12,998 | -38.3% | -$48.83万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $78.94万 | 0.08% | 6,028 | -173 | -2.8% | -$2.27万 | 减仓 |
| MCD | MCDONALDS CORP | $78.95万 | 0.08% | 2,540 | 925 | 57.3% | $28.75万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $79.37万 | 0.08% | 5,307 | 5,307 | — | $79.37万 | 新建仓 |
| KLIC | KULICKE & SOFFA INDS INC | $79.72万 | 0.09% | 12,130 | 12,130 | — | $79.72万 | 新建仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $80.11万 | 0.09% | 11,981 | -647 | -5.1% | -$4.33万 | 减仓 |
| VDE | VANGUARD WORLD FD | $80.77万 | 0.09% | 4,668 | -1,938 | -29.3% | -$33.53万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $81.59万 | 0.09% | 7,947 | -48 | -0.6% | -$4,928 | 减仓 |
| MMM | 3M CO | $81.67万 | 0.09% | 5,623 | -223 | -3.8% | -$3.24万 | 减仓 |
| KBE | SPDR SERIES TRUST | $82.41万 | 0.09% | 13,839 | 98 | 0.7% | $5,836 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $82.44万 | 0.09% | 12,759 | 5,496 | 75.7% | $35.51万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $82.51万 | 0.09% | 10,700 | 633 | 6.3% | $4.88万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $82.98万 | 0.09% | 11,536 | 11,536 | — | $82.98万 | 新建仓 |
| USB | US BANCORP | $84.18万 | 0.09% | 16,186 | 37 | 0.2% | $1,924 | 加仓 |
| NTR | NUTRIEN LTD | $84.27万 | 0.09% | 11,167 | -255 | -2.2% | -$1.92万 | 重新持有 |
| MDT | MEDTRONIC PLC | $84.33万 | 0.09% | 9,732 | 43 | 0.4% | $3,726 | 加仓 |
| STM | STMICROELECTRONICS N V | $84.80万 | 0.09% | 24,544 | 3,539 | 16.8% | $12.23万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $86.30万 | 0.09% | 26,191 | -1,636 | -5.9% | -$5.39万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $88.81万 | 0.09% | 28,167 | 11,880 | 72.9% | $37.46万 | 加仓 |
| EXC | EXELON CORP | $90.04万 | 0.10% | 18,369 | 18,369 | — | $90.04万 | 新建仓 |
| TBBB | BBB FOODS INC | $90.49万 | 0.10% | 25,584 | 25,584 | — | $90.49万 | 新建仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $90.85万 | 0.10% | 22,449 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $92.74万 | 0.10% | 33,028 | -91 | -0.3% | -$2,555 | 减仓 |
| EQT | EQT CORP | $93.55万 | 0.10% | 14,701 | 14,701 | — | $93.55万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $94.39万 | 0.10% | 19,908 | 1,024 | 5.4% | $4.85万 | 加仓 |
| GE | GE AEROSPACE | $95.80万 | 0.10% | 3,376 | 37 | 1.1% | $1.05万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $95.80万 | 0.10% | 16,298 | -2,398 | -12.8% | -$14.10万 | 减仓 |
| RTX | RTX CORPORATION | $97.50万 | 0.10% | 5,054 | 14 | 0.3% | $2,701 | 加仓 |
| YPF | YPF SOCIEDAD ANONIMA | $98.02万 | 0.10% | 21,207 | 21,207 | — | $98.02万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $98.50万 | 0.11% | 23,210 | 335 | 1.5% | $1.42万 | 加仓 |
| V | VISA INC | $100.17万 | 0.11% | 3,314 | -210 | -6.0% | -$6.35万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $100.55万 | 0.11% | 3,324 | 92 | 2.8% | $2.78万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $102.16万 | 0.11% | 20,880 | 248 | 1.2% | $1.21万 | 加仓 |
| NOW | SERVICENOW INC | $102.21万 | 0.11% | 9,776 | 9,438 | 2,792.3% | $98.67万 | 重新持有 |
| NEE | NEXTERA ENERGY INC | $104.45万 | 0.11% | 11,246 | 11,246 | — | $104.45万 | 新建仓 |
| PEP | PEPSICO INC | $110.41万 | 0.12% | 7,110 | -28 | -0.4% | -$4,348 | 减仓 |
| VTI | VANGUARD INDEX FDS | $110.59万 | 0.12% | 3,447 | -339 | -9.0% | -$10.88万 | 减仓 |
| VMC | VULCAN MATLS CO | $114.99万 | 0.12% | 4,223 | 4,223 | — | $114.99万 | 新建仓 |
| — | BRT APARTMENTS CORP | $115.19万 | 0.12% | 86,348 | 0 | 0.0% | — | 不变 |
| TBIL | RBB FD INC | $115.20万 | 0.12% | 23,105 | 1 | 0.0% | $50 | 加仓 |
| HAL | HALLIBURTON CO | $116.01万 | 0.12% | 29,755 | 29,755 | — | $116.01万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $116.05万 | 0.12% | 23,118 | -26 | -0.1% | -$1,305 | 减仓 |
| KLAC | KLA CORP | $117.67万 | 0.13% | 799 | -28 | -3.4% | -$4.12万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $118.42万 | 0.13% | 5,873 | 354 | 6.4% | $7.14万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $120.85万 | 0.13% | 22,121 | 3,685 | 20.0% | $20.13万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $122.81万 | 0.13% | 46,696 | -2,093 | -4.3% | -$5.50万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $124.42万 | 0.13% | 15,444 | 15,444 | — | $124.42万 | 新建仓 |
| NJUL | INNOVATOR ETFS TRUST | $125.87万 | 0.13% | 17,625 | -1,655 | -8.6% | -$11.82万 | 减仓 |
| AGG | ISHARES TR | $132.74万 | 0.14% | 13,371 | 282 | 2.2% | $2.80万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $132.74万 | 0.14% | 42,874 | -2,262 | -5.0% | -$7.00万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $133.45万 | 0.14% | 21,577 | 5,320 | 32.7% | $32.90万 | 加仓 |
| SLV | ISHARES SILVER TR | $136.15万 | 0.15% | 19,982 | -138,683 | -87.4% | -$944.96万 | 减仓 |
| CC | CHEMOURS CO | $136.69万 | 0.15% | 62,049 | 3,732 | 6.4% | $8.22万 | 加仓 |
| IVV | ISHARES TR | $138.72万 | 0.15% | 2,124 | 66 | 3.2% | $4.31万 | 加仓 |
| FER | FERROVIAL SE | $138.89万 | 0.15% | 21,351 | 6,654 | 45.3% | $43.28万 | 加仓 |
| TPC | TUTOR PERINI CORP | $140.61万 | 0.15% | 18,217 | 2,928 | 19.2% | $22.60万 | 加仓 |
| CE | CELANESE CORP DEL | $141.73万 | 0.15% | 21,550 | -5,286 | -19.7% | -$34.77万 | 减仓 |
| AMGN | AMGEN INC | $142.51万 | 0.15% | 4,050 | 176 | 4.5% | $6.19万 | 加仓 |
| IEFA | ISHARES TR | $143.76万 | 0.15% | 15,879 | -330 | -2.0% | -$2.99万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $146.70万 | 0.16% | 15,510 | -8,076 | -34.2% | -$76.38万 | 减仓 |
| ORCL | ORACLE CORP | $146.79万 | 0.16% | 9,978 | -245 | -2.4% | -$3.60万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $147.59万 | 0.16% | 48,389 | 195 | 0.4% | $5,948 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $149.09万 | 0.16% | 1,930 | -982 | -33.7% | -$75.86万 | 减仓 |
| NFRA | FLEXSHARES TR | $151.17万 | 0.16% | 23,639 | 183 | 0.8% | $1.17万 | 加仓 |
| BE | BLOOM ENERGY CORP | $151.65万 | 0.16% | 11,193 | 11,193 | — | $151.65万 | 新建仓 |
| DIS | DISNEY WALT CO | $152.70万 | 0.16% | 15,843 | 65 | 0.4% | $6,265 | 加仓 |
| VHT | VANGUARD WORLD FD | $156.37万 | 0.17% | 5,742 | -1,228 | -17.6% | -$33.44万 | 减仓 |
| BA | BOEING CO | $156.75万 | 0.17% | 7,875 | -5,635 | -41.7% | -$112.16万 | 减仓 |
| BBH | VANECK ETF TRUST | $159.95万 | 0.17% | 8,507 | -106 | -1.2% | -$1.99万 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $160.35万 | 0.17% | 71,300 | 819 | 1.2% | $1.84万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $164.41万 | 0.18% | 77,081 | 5,863 | 8.2% | $12.51万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $165.86万 | 0.18% | 1,665 | 189 | 12.8% | $18.83万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $168.98万 | 0.18% | 27,862 | -233 | -0.8% | -$1.41万 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $169.08万 | 0.18% | 20,890 | -3,540 | -14.5% | -$28.65万 | 减仓 |
| VOX | VANGUARD WORLD FD | $174.75万 | 0.19% | 9,717 | -756 | -7.2% | -$13.60万 | 减仓 |
| CSCO | CISCO SYS INC | $175.85万 | 0.19% | 22,664 | -767 | -3.3% | -$5.95万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $176.51万 | 0.19% | 18,130 | 10,156 | 127.4% | $98.88万 | 加仓 |
| CSX | CSX CORP | $178.95万 | 0.19% | 43,594 | 33,612 | 336.7% | $137.98万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $180.10万 | 0.19% | 39,349 | -120 | -0.3% | -$5,492 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $181.21万 | 0.19% | 7,476 | -398 | -5.1% | -$9.65万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $182.37万 | 0.20% | 2,595 | -1,411 | -35.2% | -$99.16万 | 减仓 |
| KIE | SPDR SERIES TRUST | $182.45万 | 0.20% | 33,173 | 33,173 | — | $182.45万 | 新建仓 |