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 |
|---|---|---|---|---|---|---|---|---|
| KLIC | KULICKE & SOFFA INDS INC | $76.52万 | 0.07% | 5,721 | -6,409 | -52.8% | -$85.72万 | 减仓 |
| IVW | ISHARES TR | $76.55万 | 0.07% | 5,566 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $76.70万 | 0.07% | 9,804 | 72 | 0.7% | $5,633 | 加仓 |
| DIOD | DIODES INC | $78.40万 | 0.08% | 7,164 | -3,991 | -35.8% | -$43.68万 | 减仓 |
| CPS | COOPER-STANDARD HOLDINGS INC | $78.50万 | 0.08% | 29,022 | 15,439 | 113.7% | $41.76万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $79.05万 | 0.08% | 32,747 | 1,284 | 4.1% | $3.10万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $79.82万 | 0.08% | 22,714 | -496 | -2.1% | -$1.74万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $81.34万 | 0.08% | 1,877 | 331 | 21.4% | $14.34万 | 加仓 |
| RH | RH | $81.44万 | 0.08% | 4,944 | 727 | 17.2% | $11.98万 | 重新持有 |
| CDNS | CADENCE DESIGN SYSTEM INC | $82.27万 | 0.08% | 2,192 | 2,192 | — | $82.27万 | 新建仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $82.76万 | 0.08% | 11,981 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $82.84万 | 0.08% | 9,584 | 2,073 | 27.6% | $17.92万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $85.86万 | 0.08% | 5,937 | 280 | 4.9% | $4.05万 | 加仓 |
| C | CITIGROUP INC | $86.10万 | 0.08% | 6,152 | 12 | 0.2% | $1,679 | 加仓 |
| PFE | PFIZER INC | $87.21万 | 0.08% | 36,216 | 3,188 | 9.7% | $7.68万 | 加仓 |
| BBD | BANCO BRADESCO S A | $87.25万 | 0.08% | 251,431 | 76,906 | 44.1% | $26.69万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $88.08万 | 0.09% | 6,028 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $88.85万 | 0.09% | 26,255 | 413 | 1.6% | $1.40万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $91.14万 | 0.09% | 25,135 | -1,056 | -4.0% | -$3.83万 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $93.51万 | 0.09% | 12,077 | -5,548 | -31.5% | -$42.96万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $94.43万 | 0.09% | 11,046 | 346 | 3.2% | $2.96万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $95.95万 | 0.09% | 22,662 | -456 | -2.0% | -$1.93万 | 减仓 |
| PEP | PEPSICO INC | $96.37万 | 0.09% | 7,118 | 8 | 0.1% | $1,083 | 加仓 |
| RTX | RTX CORPORATION | $96.54万 | 0.09% | 5,088 | 34 | 0.7% | $6,451 | 加仓 |
| KBE | SPDR SERIES TRUST | $97.09万 | 0.09% | 14,232 | 393 | 2.8% | $2.68万 | 加仓 |
| SLG | SL GREEN RLTY CORP | $98.02万 | 0.10% | 18,933 | -275 | -1.4% | -$1.42万 | 减仓 |
| USB | US BANCORP | $98.12万 | 0.10% | 16,245 | 59 | 0.4% | $3,564 | 加仓 |
| SLV | ISHARES SILVER TR | $98.18万 | 0.10% | 18,362 | -1,620 | -8.1% | -$8.66万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $98.30万 | 0.10% | 19,117 | -1,828 | -8.7% | -$9.40万 | 减仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $98.46万 | 0.10% | 22,449 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $100.84万 | 0.10% | 2,030 | 1,530 | 306.0% | $76.00万 | 加仓 |
| SNPS | SYNOPSYS INC | $101.57万 | 0.10% | 2,277 | 1,569 | 221.6% | $69.99万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $102.40万 | 0.10% | 5,087 | -786 | -13.4% | -$15.82万 | 减仓 |
| CGNX | COGNEX CORP | $103.82万 | 0.10% | 14,336 | 154 | 1.1% | $1.12万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $107.90万 | 0.10% | 41,134 | -5,562 | -11.9% | -$14.59万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $109.95万 | 0.11% | 23,244 | 3,336 | 16.8% | $15.78万 | 加仓 |
| QUAL | ISHARES TR | $109.98万 | 0.11% | 5,012 | -44,405 | -89.9% | -$974.36万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $110.46万 | 0.11% | 15,764 | -18,460 | -53.9% | -$129.35万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $112.98万 | 0.11% | 21,414 | 534 | 2.6% | $2.82万 | 加仓 |
| V | VISA INC | $113.56万 | 0.11% | 3,310 | -4 | -0.1% | -$1,372 | 减仓 |
| TBIL | RBB FD INC | $115.20万 | 0.11% | 23,105 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $115.20万 | 0.11% | 8,673 | 3,149 | 57.0% | $41.83万 | 重新持有 |
| GE | GE AEROSPACE | $120.64万 | 0.12% | 3,228 | -148 | -4.4% | -$5.53万 | 减仓 |
| WAT | WATERS CORP | $121.21万 | 0.12% | 3,232 | 3,232 | — | $121.21万 | 新建仓 |
| KO | COCA COLA CO | $132.39万 | 0.13% | 16,291 | -10,922 | -40.1% | -$88.76万 | 减仓 |
| AGG | ISHARES TR | $132.50万 | 0.13% | 13,387 | 16 | 0.1% | $1,584 | 加仓 |
| — | BRT APARTMENTS CORP | $132.72万 | 0.13% | 86,348 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $135.73万 | 0.13% | 21,145 | 21,145 | — | $135.73万 | 新建仓 |
| HXL | HEXCEL CORP NEW | $140.32万 | 0.14% | 14,023 | 1,650 | 13.3% | $16.51万 | 重新持有 |
| ORCL | ORACLE CORP | $145.92万 | 0.14% | 9,957 | -21 | -0.2% | -$3,078 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $146.15万 | 0.14% | 10,683 | 8,069 | 308.7% | $110.39万 | 加仓 |
| AMGN | AMGEN INC | $147.47万 | 0.14% | 4,072 | 22 | 0.5% | $7,967 | 加仓 |
| DIS | DISNEY WALT CO | $153.48万 | 0.15% | 15,946 | 103 | 0.7% | $9,914 | 加仓 |
| VTI | VANGUARD INDEX FDS | $154.32万 | 0.15% | 4,170 | 723 | 21.0% | $26.76万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $155.72万 | 0.15% | 1,665 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $155.96万 | 0.15% | 42,299 | -575 | -1.3% | -$2.12万 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $157.97万 | 0.15% | 21,336 | 446 | 2.1% | $3.30万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $159.34万 | 0.15% | 45,774 | -2,615 | -5.4% | -$9.10万 | 减仓 |
| NFRA | FLEXSHARES TR | $159.49万 | 0.15% | 24,873 | 1,234 | 5.2% | $7.91万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $160.83万 | 0.16% | 73,640 | 2,340 | 3.3% | $5.11万 | 加仓 |
| IVV | ISHARES TR | $163.19万 | 0.16% | 2,179 | 55 | 2.6% | $4.12万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $163.23万 | 0.16% | 17,899 | 5,140 | 40.3% | $46.88万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $166.28万 | 0.16% | 28,858 | 996 | 3.6% | $5.74万 | 加仓 |
| IEFA | ISHARES TR | $166.34万 | 0.16% | 17,223 | 1,344 | 8.5% | $12.98万 | 加仓 |
| GLDM | WORLD GOLD TR | $166.58万 | 0.16% | 20,974 | -10,647 | -33.7% | -$84.56万 | 减仓 |
| TPC | TUTOR PERINI CORP | $169.11万 | 0.16% | 20,382 | 2,165 | 11.9% | $17.96万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $169.23万 | 0.16% | 5,003 | 1,679 | 50.5% | $56.79万 | 加仓 |
| VLO | VALERO ENERGY CORP | $169.33万 | 0.16% | 6,502 | -3,227 | -33.2% | -$84.04万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $172.52万 | 0.17% | 80,692 | 3,611 | 4.7% | $7.72万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $172.61万 | 0.17% | 15,820 | 310 | 2.0% | $3.38万 | 加仓 |
| STM | STMICROELECTRONICS N V | $173.50万 | 0.17% | 23,167 | -1,377 | -5.6% | -$10.31万 | 减仓 |
| BBH | VANECK ETF TRUST | $176.94万 | 0.17% | 8,706 | 199 | 2.3% | $4.04万 | 加仓 |
| VOX | VANGUARD WORLD FD | $178.83万 | 0.17% | 9,722 | 5 | 0.1% | $920 | 加仓 |
| H | HYATT HOTELS CORP | $185.36万 | 0.18% | 9,562 | 9,562 | — | $185.36万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $197.35万 | 0.19% | 9,034 | 7,839 | 656.0% | $171.24万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $197.93万 | 0.19% | 39,817 | 468 | 1.2% | $2.33万 | 加仓 |
| MINT | PIMCO ETF TR | $198.50万 | 0.19% | 19,690 | -895 | -4.3% | -$9.02万 | 减仓 |
| PYLD | PIMCO ETF TR | $199.88万 | 0.19% | 75,368 | 5,688 | 8.2% | $15.08万 | 加仓 |
| AZN | ASTRAZENECA PLC | $200.97万 | 0.19% | 10,599 | -5,710 | -35.0% | -$108.27万 | 减仓 |
| WMT | WALMART INC | $201.85万 | 0.20% | 17,822 | 240 | 1.4% | $2.72万 | 加仓 |
| VMC | VULCAN MATLS CO | $203.22万 | 0.20% | 6,889 | 2,666 | 63.1% | $78.65万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $203.90万 | 0.20% | 79,400 | 4,079 | 5.4% | $10.47万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $207.74万 | 0.20% | 7,387 | -89 | -1.2% | -$2.50万 | 减仓 |
| INTC | INTEL CORP | $212.12万 | 0.21% | 15,192 | 34 | 0.2% | $4,747 | 加仓 |
| DE | DEERE & CO | $217.06万 | 0.21% | 3,422 | 3,422 | — | $217.06万 | 新建仓 |
| SHM | SPDR SERIES TRUST | $218.16万 | 0.21% | 45,484 | -1,446 | -3.1% | -$6.94万 | 减仓 |
| VPU | VANGUARD WORLD FD | $219.25万 | 0.21% | 11,202 | 41 | 0.4% | $8,025 | 加仓 |
| BX | BLACKSTONE INC | $219.34万 | 0.21% | 18,640 | 16,473 | 760.2% | $193.84万 | 重新持有 |
| FER | FERROVIAL NV | $226.10万 | 0.22% | 32,955 | 11,604 | 54.3% | $79.61万 | 加仓 |
| CSX | CSX CORP | $233.69万 | 0.23% | 49,166 | 5,572 | 12.8% | $26.48万 | 加仓 |
| BA | BOEING CO | $235.62万 | 0.23% | 10,884 | 3,009 | 38.2% | $65.14万 | 加仓 |
| MRK | MERCK & CO INC | $235.87万 | 0.23% | 18,355 | -509 | -2.7% | -$6.54万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $238.04万 | 0.23% | 51,692 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $242.41万 | 0.24% | 8,035 | 45 | 0.6% | $1.36万 | 加仓 |
| SPGI | S&P GLOBAL INC | $258.36万 | 0.25% | 6,344 | -49 | -0.8% | -$2.00万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $258.62万 | 0.25% | 21,734 | 857 | 4.1% | $10.20万 | 加仓 |
| — | BITWISE HYPERLIQUID ETF | $259.72万 | 0.25% | 70,615 | 70,615 | — | $259.72万 | 新建仓 |
| GOOGL | ALPHABET INC | $268.56万 | 0.26% | 7,515 | -6 | -0.1% | -$2,144 | 减仓 |
| CSCO | CISCO SYS INC | $280.24万 | 0.27% | 23,858 | 1,194 | 5.3% | $14.02万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $286.73万 | 0.28% | 34,517 | -59,382 | -63.2% | -$493.28万 | 重新持有 |