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 |
|---|---|---|---|---|---|---|---|---|
| MCHP | MICROCHIP TECHNOLOGY INC. | $163.23万 | 0.16% | 17,899 | 5,140 | 40.3% | $46.88万 | 加仓 |
| IVV | ISHARES TR | $163.19万 | 0.16% | 2,179 | 55 | 2.6% | $4.12万 | 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 |
| NFRA | FLEXSHARES TR | $159.49万 | 0.15% | 24,873 | 1,234 | 5.2% | $7.91万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $159.34万 | 0.15% | 45,774 | -2,615 | -5.4% | -$9.10万 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $157.97万 | 0.15% | 21,336 | 446 | 2.1% | $3.30万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $155.96万 | 0.15% | 42,299 | -575 | -1.3% | -$2.12万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $155.72万 | 0.15% | 1,665 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $154.32万 | 0.15% | 4,170 | 723 | 21.0% | $26.76万 | 加仓 |
| DIS | DISNEY WALT CO | $153.48万 | 0.15% | 15,946 | 103 | 0.7% | $9,914 | 加仓 |
| AMGN | AMGEN INC | $147.47万 | 0.14% | 4,072 | 22 | 0.5% | $7,967 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $146.15万 | 0.14% | 10,683 | 8,069 | 308.7% | $110.39万 | 加仓 |
| ORCL | ORACLE CORP | $145.92万 | 0.14% | 9,957 | -21 | -0.2% | -$3,078 | 减仓 |
| HXL | HEXCEL CORP NEW | $140.32万 | 0.14% | 14,023 | 1,650 | 13.3% | $16.51万 | 重新持有 |
| CNC | CENTENE CORP DEL | $135.73万 | 0.13% | 21,145 | 21,145 | — | $135.73万 | 新建仓 |
| — | BRT APARTMENTS CORP | $132.72万 | 0.13% | 86,348 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $132.50万 | 0.13% | 13,387 | 16 | 0.1% | $1,584 | 加仓 |
| KO | COCA COLA CO | $132.39万 | 0.13% | 16,291 | -10,922 | -40.1% | -$88.76万 | 减仓 |
| WAT | WATERS CORP | $121.21万 | 0.12% | 3,232 | 3,232 | — | $121.21万 | 新建仓 |
| GE | GE AEROSPACE | $120.64万 | 0.12% | 3,228 | -148 | -4.4% | -$5.53万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $115.20万 | 0.11% | 8,673 | 3,149 | 57.0% | $41.83万 | 重新持有 |
| TBIL | RBB FD INC | $115.20万 | 0.11% | 23,105 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $113.56万 | 0.11% | 3,310 | -4 | -0.1% | -$1,372 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $112.98万 | 0.11% | 21,414 | 534 | 2.6% | $2.82万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $110.46万 | 0.11% | 15,764 | -18,460 | -53.9% | -$129.35万 | 减仓 |
| QUAL | ISHARES TR | $109.98万 | 0.11% | 5,012 | -44,405 | -89.9% | -$974.36万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $109.95万 | 0.11% | 23,244 | 3,336 | 16.8% | $15.78万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $107.90万 | 0.10% | 41,134 | -5,562 | -11.9% | -$14.59万 | 减仓 |
| CGNX | COGNEX CORP | $103.82万 | 0.10% | 14,336 | 154 | 1.1% | $1.12万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $102.40万 | 0.10% | 5,087 | -786 | -13.4% | -$15.82万 | 减仓 |
| SNPS | SYNOPSYS INC | $101.57万 | 0.10% | 2,277 | 1,569 | 221.6% | $69.99万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $100.84万 | 0.10% | 2,030 | 1,530 | 306.0% | $76.00万 | 加仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $98.46万 | 0.10% | 22,449 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $98.30万 | 0.10% | 19,117 | -1,828 | -8.7% | -$9.40万 | 减仓 |
| SLV | ISHARES SILVER TR | $98.18万 | 0.10% | 18,362 | -1,620 | -8.1% | -$8.66万 | 减仓 |
| USB | US BANCORP | $98.12万 | 0.10% | 16,245 | 59 | 0.4% | $3,564 | 加仓 |
| SLG | SL GREEN RLTY CORP | $98.02万 | 0.10% | 18,933 | -275 | -1.4% | -$1.42万 | 减仓 |
| KBE | SPDR SERIES TRUST | $97.09万 | 0.09% | 14,232 | 393 | 2.8% | $2.68万 | 加仓 |
| RTX | RTX CORPORATION | $96.54万 | 0.09% | 5,088 | 34 | 0.7% | $6,451 | 加仓 |
| PEP | PEPSICO INC | $96.37万 | 0.09% | 7,118 | 8 | 0.1% | $1,083 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $95.95万 | 0.09% | 22,662 | -456 | -2.0% | -$1.93万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $94.43万 | 0.09% | 11,046 | 346 | 3.2% | $2.96万 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $93.51万 | 0.09% | 12,077 | -5,548 | -31.5% | -$42.96万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $91.14万 | 0.09% | 25,135 | -1,056 | -4.0% | -$3.83万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $88.85万 | 0.09% | 26,255 | 413 | 1.6% | $1.40万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $88.08万 | 0.09% | 6,028 | 0 | 0.0% | — | 不变 |
| BBD | BANCO BRADESCO S A | $87.25万 | 0.08% | 251,431 | 76,906 | 44.1% | $26.69万 | 加仓 |
| PFE | PFIZER INC | $87.21万 | 0.08% | 36,216 | 3,188 | 9.7% | $7.68万 | 加仓 |
| C | CITIGROUP INC | $86.10万 | 0.08% | 6,152 | 12 | 0.2% | $1,679 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $85.86万 | 0.08% | 5,937 | 280 | 4.9% | $4.05万 | 加仓 |
| EVRG | EVERGY INC | $82.84万 | 0.08% | 9,584 | 2,073 | 27.6% | $17.92万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $82.76万 | 0.08% | 11,981 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $82.27万 | 0.08% | 2,192 | 2,192 | — | $82.27万 | 新建仓 |
| RH | RH | $81.44万 | 0.08% | 4,944 | 727 | 17.2% | $11.98万 | 重新持有 |
| LRCX | LAM RESEARCH CORP | $81.34万 | 0.08% | 1,877 | 331 | 21.4% | $14.34万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $79.82万 | 0.08% | 22,714 | -496 | -2.1% | -$1.74万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $79.05万 | 0.08% | 32,747 | 1,284 | 4.1% | $3.10万 | 加仓 |
| CPS | COOPER-STANDARD HOLDINGS INC | $78.50万 | 0.08% | 29,022 | 15,439 | 113.7% | $41.76万 | 加仓 |
| DIOD | DIODES INC | $78.40万 | 0.08% | 7,164 | -3,991 | -35.8% | -$43.68万 | 减仓 |
| MDT | MEDTRONIC PLC | $76.70万 | 0.07% | 9,804 | 72 | 0.7% | $5,633 | 加仓 |
| IVW | ISHARES TR | $76.55万 | 0.07% | 5,566 | 0 | 0.0% | — | 不变 |
| KLIC | KULICKE & SOFFA INDS INC | $76.52万 | 0.07% | 5,721 | -6,409 | -52.8% | -$85.72万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $75.70万 | 0.07% | 9,923 | 21 | 0.2% | $1,602 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $75.07万 | 0.07% | 4,908 | 4,908 | — | $75.07万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.07% | 1 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $74.82万 | 0.07% | 4,621 | -1,002 | -17.8% | -$16.22万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $74.36万 | 0.07% | 20,581 | -1,542 | -7.0% | -$5.57万 | 减仓 |
| EQT | EQT CORP | $73.79万 | 0.07% | 13,878 | -823 | -5.6% | -$4.38万 | 减仓 |
| ASML | ASML HLDG NV | $73.21万 | 0.07% | 368 | -46 | -11.1% | -$9.15万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $73.11万 | 0.07% | 15,193 | -526 | -3.3% | -$2.53万 | 减仓 |
| EFV | ISHARES TR | $72.56万 | 0.07% | 9,479 | -68 | -0.7% | -$5,205 | 减仓 |
| ABT | ABBOTT LABORATORIES | $72.35万 | 0.07% | 7,974 | 27 | 0.3% | $2,450 | 加仓 |
| SPTS | SPDR SERIES TRUST | $71.57万 | 0.07% | 24,671 | 8,905 | 56.5% | $25.83万 | 加仓 |
| CAT | CATERPILLAR INC | $71.47万 | 0.07% | 671 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $69.06万 | 0.07% | 4,710 | -14 | -0.3% | -$2,053 | 减仓 |
| CMS | CMS ENERGY CORP | $68.80万 | 0.07% | 8,993 | 37 | 0.4% | $2,830 | 加仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $68.13万 | 0.07% | 13,617 | 13,617 | — | $68.13万 | 新建仓 |
| GDX | VANECK ETF TRUST | $67.97万 | 0.07% | 9,009 | -83,697 | -90.3% | -$631.47万 | 减仓 |
| GLD | SPDR GOLD TR | $67.19万 | 0.07% | 1,824 | -12,166 | -87.0% | -$448.17万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $67.10万 | 0.07% | 28,337 | -4,743 | -14.3% | -$11.23万 | 减仓 |
| T | AT&T INC | $66.61万 | 0.06% | 32,178 | -81,609 | -71.7% | -$168.93万 | 减仓 |
| CE | CELANESE CORP DEL | $66.46万 | 0.06% | 14,448 | -7,102 | -33.0% | -$32.67万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $66.11万 | 0.06% | 1,298 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $65.76万 | 0.06% | 4,316 | 20 | 0.5% | $3,047 | 加仓 |
| NVS | NOVARTIS AG | $65.71万 | 0.06% | 4,193 | 417 | 11.0% | $6.53万 | 加仓 |
| CVX | CHEVRON CORPORATION | $65.21万 | 0.06% | 3,934 | 389 | 11.0% | $6.45万 | 加仓 |
| DTCR | GLOBAL X FDS | $64.92万 | 0.06% | 21,377 | -4,667 | -17.9% | -$14.17万 | 减仓 |
| WFC | WELLS FARGO & CO | $64.52万 | 0.06% | 7,808 | -11 | -0.1% | -$909 | 减仓 |
| CC | CHEMOURS CO | $64.02万 | 0.06% | 31,198 | -30,851 | -49.7% | -$63.31万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $63.98万 | 0.06% | 5,708 | -115 | -2.0% | -$1.29万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $63.48万 | 0.06% | 13,562 | 161 | 1.2% | $7,536 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $63.42万 | 0.06% | 7,673 | -13 | -0.2% | -$1,074 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $62.83万 | 0.06% | 13,766 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $62.78万 | 0.06% | 11,671 | 290 | 2.5% | $1.56万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $62.27万 | 0.06% | 12,758 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $61.67万 | 0.06% | 898 | -23 | -2.5% | -$1.58万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $61.12万 | 0.06% | 3,379 | -15,937 | -82.5% | -$288.29万 | 减仓 |
| NFLX | NETFLIX INC. | $61.03万 | 0.06% | 8,548 | -15,866 | -65.0% | -$113.29万 | 减仓 |
| IUSG | ISHARES TR | $61.00万 | 0.06% | 3,243 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $60.47万 | 0.06% | 1,823 | 0 | 0.0% | — | 不变 |