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 |
|---|---|---|---|---|---|---|---|---|
| — | MATTHEWS ASIA FDS | $23.35万 | 0.02% | 8,868 | -1,099 | -11.0% | -$2.89万 | 减仓 |
| IWF | ISHARES TR | $22.64万 | 0.02% | 531 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $22.46万 | 0.02% | 767 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $22.40万 | 0.02% | 1,648 | 1,648 | — | $22.40万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $22.33万 | 0.02% | 500 | -1,324 | -72.6% | -$59.12万 | 减仓 |
| MPC | MARATHON PETE CORP | $22.02万 | 0.02% | 902 | 902 | — | $22.02万 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM | $21.93万 | 0.02% | 1,620 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $21.54万 | 0.02% | 4,531 | -94 | -2.0% | -$4,470 | 减仓 |
| MO | ALTRIA GROUP INC | $21.38万 | 0.02% | 3,239 | 3,239 | — | $21.38万 | 新建仓 |
| CIEN | CIENA CORP | $21.35万 | 0.02% | 550 | 550 | — | $21.35万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $21.03万 | 0.02% | 3,281 | 3,281 | — | $21.03万 | 新建仓 |
| GII | SPDR INDEX SHS FDS | $20.70万 | 0.02% | 2,723 | -617 | -18.5% | -$4.69万 | 重新持有 |
| SHEL | SHELL PLC | $20.65万 | 0.02% | 2,221 | 2,221 | — | $20.65万 | 新建仓 |
| PEO | ADAM NAT RES FD INC | $20.57万 | 0.02% | 7,401 | 7,401 | — | $20.57万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $20.47万 | 0.02% | 7,129 | -158 | -2.2% | -$4,536 | 减仓 |
| LNG | CHENIERE ENERGY INC | $20.46万 | 0.02% | 721 | 721 | — | $20.46万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $20.35万 | 0.02% | 439 | 439 | — | $20.35万 | 新建仓 |
| DOW | DOW HLDGS INC | $20.28万 | 0.02% | 4,870 | 4,870 | — | $20.28万 | 新建仓 |
| MBB | ISHARES TR | $20.20万 | 0.02% | 2,128 | -3 | -0.1% | -$285 | 减仓 |
| — | SERITAGE GROWTH PPTYS | $20.14万 | 0.02% | 71,672 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $17.68万 | 0.02% | 15,739 | 0 | 0.0% | — | 不变 |
| — | MAGNACHIP SEMICONDUCTOR CORP | $13.39万 | 0.01% | 47,809 | 0 | 0.0% | — | 不变 |
| CNNE | CANNAE HLDGS INC | $11.84万 | 0.01% | 10,413 | 10,413 | — | $11.84万 | 新建仓 |
| STUB | STUBHUB HLDGS INC | $10.95万 | 0.01% | 17,552 | 17,552 | — | $10.95万 | 新建仓 |
| TRIP | TRIPADVISOR INC | $10.66万 | 0.01% | 10,000 | 10,000 | — | $10.66万 | 新建仓 |
| — | ALIGHT INC | $4.20万 | 0.00% | 72,042 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KBWB | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -83,815 | -100.0% | -$706.48万 | 清仓 |
| ASHR | DBX ETF TR | $0 | 0.00% | 0 | -162,254 | -100.0% | -$533.00万 | 清仓 |
| GRID | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -33,090 | -100.0% | -$506.34万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -129,829 | -100.0% | -$442.41万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PROSHARES TR II | $0 | 0.00% | 0 | -482,922 | -100.0% | -$257.88万 | 清仓 |
| JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | -30,578 | -100.0% | -$189.49万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -17,376 | -100.0% | -$165.68万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -7,394 | -100.0% | -$135.95万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -4,816 | -100.0% | -$124.64万 | 清仓 |
| AMG | AFFILIATED MANAGERS GROUP IN | $0 | 0.00% | 0 | -4,089 | -100.0% | -$117.88万 | 清仓 |
| LAZ | LAZARD INC | $0 | 0.00% | 0 | -23,392 | -100.0% | -$113.59万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -7,460 | -100.0% | -$105.51万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -19,377 | -100.0% | -$98.59万 | 清仓 |
| HXL | HEXCEL CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -24,600 | -100.0% | -$89.89万 | 清仓 |
| MGK | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,985 | -100.0% | -$81.93万 | 清仓 |
| MRCY | MERCURY SYS INC | $0 | 0.00% | 0 | -10,898 | -100.0% | -$79.57万 | 清仓 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | -8,554 | -100.0% | -$78.26万 | 清仓 |
| RH | RH | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -8,288 | -100.0% | -$73.66万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -3,655 | -100.0% | -$70.74万 | 清仓 |
| FNV | FRANCO NEV CORP | $0 | 0.00% | 0 | -3,346 | -100.0% | -$69.35万 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -8,874 | -100.0% | -$67.52万 | 清仓 |
| VAL | VALARIS LTD | $0 | 0.00% | 0 | -12,958 | -100.0% | -$65.31万 | 清仓 |
| FTI | TECHNIPFMC PLC | $0 | 0.00% | 0 | -13,245 | -100.0% | -$59.02万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -2,756 | -100.0% | -$58.77万 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | -114,065 | -100.0% | -$56.92万 | 清仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $0 | 0.00% | 0 | -5,036 | -100.0% | -$54.67万 | 清仓 |
| ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -10,059 | -100.0% | -$54.47万 | 清仓 |
| IJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -14,957 | -100.0% | -$54.08万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -21,690 | -100.0% | -$51.17万 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -12,386 | -100.0% | -$48.79万 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -13,439 | -100.0% | -$47.72万 | 清仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $0 | 0.00% | 0 | -3,866 | -100.0% | -$45.43万 | 清仓 |
| IMVT | IMMUNOVANT INC | $0 | 0.00% | 0 | -17,867 | -100.0% | -$45.42万 | 清仓 |
| MXL | MAXLINEAR INC | $0 | 0.00% | 0 | -24,340 | -100.0% | -$42.42万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -478 | -100.0% | -$42.00万 | 清仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $0 | 0.00% | 0 | -2,835 | -100.0% | -$40.21万 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | -8,511 | -100.0% | -$37.30万 | 清仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | -12,830 | -100.0% | -$37.26万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -494 | -100.0% | -$37.24万 | 清仓 |
| XENE | XENON PHARMACEUTICALS INC | $0 | 0.00% | 0 | -8,232 | -100.0% | -$36.90万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -6,326 | -100.0% | -$34.65万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORKA | ORUKA THERAPEUTICS INC | $0 | 0.00% | 0 | -10,857 | -100.0% | -$32.91万 | 清仓 |
| MAGS | LISTED FDS TR | $0 | 0.00% | 0 | -4,953 | -100.0% | -$32.67万 | 清仓 |
| MORN | MORNINGSTAR INC | $0 | 0.00% | 0 | -1,423 | -100.0% | -$30.92万 | 清仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $0 | 0.00% | 0 | -9,767 | -100.0% | -$30.39万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -8,900 | -100.0% | -$30.07万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -1,589 | -100.0% | -$27.18万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -409 | -100.0% | -$27.09万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -126 | -100.0% | -$25.38万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -4,520 | -100.0% | -$24.30万 | 清仓 |
| ALC | ALCON AG | $0 | 0.00% | 0 | -2,896 | -100.0% | -$22.82万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -308 | -100.0% | -$20.75万 | 清仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $0 | 0.00% | 0 | -2,980 | -100.0% | -$20.66万 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -22,963 | -100.0% | -$20.00万 | 清仓 |
| CALY | TOPGOLF CALLAWAY BRANDS CORP | $0 | 0.00% | 0 | -10,530 | -100.0% | -$12.29万 | 清仓 |