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 |
|---|---|---|---|---|---|---|---|---|
| VTIP | VANGUARD MALVERN FDS | $5,018.17万 | 5.37% | 1,004,638 | 380,152 | 60.9% | $1,898.86万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $4,631.34万 | 4.95% | 194,905 | 1,746 | 0.9% | $41.49万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $4,186.28万 | 4.48% | 958,838 | 386,753 | 67.6% | $1,688.56万 | 加仓 |
| STIP | ISHARES TR | $4,050.12万 | 4.33% | 391,581 | 9,990 | 2.6% | $103.33万 | 加仓 |
| UTEN | RBB FD INC | $3,580.28万 | 3.83% | 821,155 | -181,113 | -18.1% | -$789.66万 | 减仓 |
| — | MATTHEWS ASIA FDS | $3,536.28万 | 3.78% | 929,592 | -34,465 | -3.6% | -$131.11万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $2,848.36万 | 3.05% | 1,070,411 | 32,640 | 3.1% | $86.86万 | 加仓 |
| AAPL | APPLE INC | $2,734.40万 | 2.92% | 107,743 | 12,098 | 12.6% | $307.03万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $1,931.35万 | 2.07% | 862,594 | 9,615 | 1.1% | $21.53万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,854.95万 | 1.98% | 48,382 | -951 | -1.9% | -$36.46万 | 减仓 |
| USAR | USA RARE EARTH INC | $1,769.06万 | 1.89% | 1,168,854 | -45,000 | -3.7% | -$68.11万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $1,753.99万 | 1.88% | 175,067 | 130,847 | 295.9% | $1,310.95万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $1,504.27万 | 1.61% | 213,796 | -131,922 | -38.2% | -$928.20万 | 减仓 |
| — | ANGEL OAK FUNDS TRUST | $1,500.58万 | 1.61% | 1,732,772 | 44,758 | 2.7% | $38.76万 | 加仓 |
| LTPZ | PIMCO ETF TR | $1,403.85万 | 1.50% | 275,103 | 63,353 | 29.9% | $323.29万 | 加仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $1,399.99万 | 1.50% | 663,501 | -189,826 | -22.2% | -$400.53万 | 减仓 |
| PAVE | GLOBAL X FDS | $1,300.62万 | 1.39% | 255,977 | 8,480 | 3.4% | $43.09万 | 加仓 |
| KRE | SPDR SERIES TRUST | $1,200.27万 | 1.28% | 184,232 | 18,478 | 11.1% | $120.38万 | 加仓 |
| LLY | ELI LILLY & CO | $1,084.20万 | 1.16% | 11,788 | -905 | -7.1% | -$83.24万 | 减仓 |
| AMZN | AMAZON COM INC | $999.38万 | 1.07% | 47,985 | -7,751 | -13.9% | -$161.43万 | 减仓 |
| EWZ | ISHARES INC | $996.40万 | 1.07% | 259,547 | 111,055 | 74.8% | $426.34万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $954.12万 | 1.02% | 54,709 | 10,544 | 23.9% | $183.89万 | 加仓 |
| QUAL | ISHARES TR | $947.87万 | 1.01% | 49,417 | 43,913 | 797.8% | $842.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $926.96万 | 0.99% | 25,041 | -5,069 | -16.8% | -$187.64万 | 减仓 |
| OIH | VANECK ETF TRUST | $854.78万 | 0.91% | 21,147 | 9,692 | 84.6% | $391.76万 | 加仓 |
| GDX | VANECK ETF TRUST | $850.76万 | 0.91% | 92,706 | 83,944 | 958.0% | $770.35万 | 加仓 |
| OLP | ONE LIBERTY PPTYS INC | $765.61万 | 0.82% | 356,763 | 0 | 0.0% | — | 不变 |
| RSPD | INVESCO EXCHANGE TRADED FD T | $627.42万 | 0.67% | 117,212 | 117,212 | — | $627.42万 | 新建仓 |
| ARGT | GLOBAL X FDS | $615.25万 | 0.66% | 65,929 | 14,606 | 28.5% | $136.30万 | 重新持有 |
| GLD | SPDR GOLD TR | $601.98万 | 0.64% | 13,990 | 4,445 | 46.6% | $191.26万 | 加仓 |
| GOOG | ALPHABET INC | $600.24万 | 0.64% | 20,924 | -980 | -4.5% | -$28.11万 | 减仓 |
| GVAL | CAMBRIA ETF TR | $585.47万 | 0.63% | 176,506 | -1,182 | -0.7% | -$3.92万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $576.64万 | 0.62% | 17,063 | -3,072 | -15.3% | -$103.82万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $554.02万 | 0.59% | 18,834 | -496 | -2.6% | -$14.59万 | 减仓 |
| IHI | ISHARES TR | $545.66万 | 0.58% | 102,280 | 95,950 | 1,515.8% | $511.89万 | 加仓 |
| INDA | ISHARES TR | $537.83万 | 0.58% | 114,822 | 9,417 | 8.9% | $44.11万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $527.98万 | 0.56% | 210,351 | -13,259 | -5.9% | -$33.28万 | 减仓 |
| MFEM | PIMCO EQUITY SER | $527.15万 | 0.56% | 210,692 | -4,986 | -2.3% | -$12.47万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $517.41万 | 0.55% | 84,461 | -25,440 | -23.1% | -$155.84万 | 减仓 |
| IYZ | ISHARES TR | $514.17万 | 0.55% | 130,765 | 8,428 | 6.9% | $33.14万 | 重新持有 |
| EWY | ISHARES INC | $506.30万 | 0.54% | 41,159 | -7,931 | -16.2% | -$97.56万 | 减仓 |
| IGV | ISHARES TR | $502.02万 | 0.54% | 62,714 | 62,714 | — | $502.02万 | 新建仓 |
| — | PROSHARES TR | $499.34万 | 0.53% | 322,259 | 322,259 | — | $499.34万 | 新建仓 |
| MOO | VANECK ETF TRUST | $489.20万 | 0.52% | 57,894 | 57,894 | — | $489.20万 | 新建仓 |
| GEV | GE VERNOVA INC | $487.27万 | 0.52% | 5,582 | 1,541 | 38.1% | $134.52万 | 加仓 |
| XSD | SPDR SERIES TRUST | $455.33万 | 0.49% | 13,962 | 13,962 | — | $455.33万 | 新建仓 |
| ABBV | ABBVIE INC | $433.02万 | 0.46% | 19,910 | -5,749 | -22.4% | -$125.04万 | 减仓 |
| XBI | SPDR SERIES TRUST | $433.01万 | 0.46% | 33,901 | -108,270 | -76.2% | -$1,382.92万 | 减仓 |
| — | EXXON MOBIL CORP | $432.64万 | 0.46% | 25,500 | -35 | -0.1% | -$5,938 | 减仓 |
| AVGO | BROADCOM INC | $428.30万 | 0.46% | 13,838 | 4,032 | 41.1% | $124.79万 | 加仓 |
| EZA | ISHARES INC | $393.74万 | 0.42% | 58,074 | 58,074 | — | $393.74万 | 新建仓 |
| EWT | ISHARES INC | $391.15万 | 0.42% | 55,153 | 55,153 | — | $391.15万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $383.89万 | 0.41% | 5,903 | 2,647 | 81.3% | $172.14万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $373.27万 | 0.40% | 150,817 | 2,748 | 1.9% | $6.80万 | 加仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $365.22万 | 0.39% | 65,557 | -17,916 | -21.5% | -$99.81万 | 减仓 |
| NYF | ISHARES TR | $334.78万 | 0.36% | 63,024 | 19,259 | 44.0% | $102.30万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $331.17万 | 0.35% | 13,548 | -363 | -2.6% | -$8.87万 | 减仓 |
| META | META PLATFORMS INC | $330.64万 | 0.35% | 5,779 | -863 | -13.0% | -$49.38万 | 减仓 |
| QQQ | INVESCO QQQ TR | $330.26万 | 0.35% | 5,722 | 8 | 0.1% | $4,617 | 加仓 |
| T | AT&T INC | $329.87万 | 0.35% | 113,787 | 45,889 | 67.6% | $133.03万 | 加仓 |
| AZN | ASTRAZENECA PLC | $321.64万 | 0.34% | 16,309 | 16,309 | — | $321.64万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $319.37万 | 0.34% | 19,316 | 1,268 | 7.0% | $20.97万 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $312.82万 | 0.33% | 45,074 | 3,806 | 9.2% | $26.41万 | 加仓 |
| GLDM | WORLD GOLD TR | $293.10万 | 0.31% | 31,621 | -177,517 | -84.9% | -$1,645.40万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $286.90万 | 0.31% | 5,987 | -19 | -0.3% | -$9,105 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $277.30万 | 0.30% | 143,425 | 143,425 | — | $277.30万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $272.88万 | 0.29% | 28,307 | 28,307 | — | $272.88万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $272.01万 | 0.29% | 6,405 | 170 | 2.7% | $7.22万 | 加仓 |
| SPGI | S&P GLOBAL INC | $271.91万 | 0.29% | 6,393 | -157 | -2.4% | -$6.68万 | 减仓 |
| DSI | ISHARES TR | $256.61万 | 0.27% | 21,174 | -200 | -0.9% | -$2.42万 | 减仓 |
| VLO | VALERO ENERGY CORP | $240.38万 | 0.26% | 9,729 | 9,729 | — | $240.38万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $237.74万 | 0.25% | 25,943 | -133,446 | -83.7% | -$1,222.89万 | 减仓 |
| NFLX | NETFLIX INC. | $234.74万 | 0.25% | 24,414 | 15,672 | 179.3% | $150.69万 | 加仓 |
| MRK | MERCK & CO INC | $226.92万 | 0.24% | 18,864 | -9,085 | -32.5% | -$109.28万 | 减仓 |
| KR | KROGER CO | $226.01万 | 0.24% | 31,234 | 16,953 | 118.7% | $122.67万 | 加仓 |
| SHM | SPDR SERIES TRUST | $224.47万 | 0.24% | 46,930 | -6,670 | -12.4% | -$31.90万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $222.59万 | 0.24% | 51,692 | -95 | -0.2% | -$4,091 | 减仓 |
| VPU | VANGUARD WORLD FD | $221.14万 | 0.24% | 11,161 | -2,647 | -19.2% | -$52.45万 | 减仓 |
| WMT | WALMART INC | $218.51万 | 0.23% | 17,582 | -2,028 | -10.3% | -$25.20万 | 减仓 |
| GOOGL | ALPHABET INC | $216.27万 | 0.23% | 7,521 | -431 | -5.4% | -$12.39万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $211.09万 | 0.23% | 4,294 | -4,395 | -50.6% | -$216.05万 | 减仓 |
| MINT | PIMCO ETF TR | $207.02万 | 0.22% | 20,585 | 147 | 0.7% | $1.48万 | 加仓 |
| KO | COCA COLA CO | $206.95万 | 0.22% | 27,213 | -1,717 | -5.9% | -$13.06万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $205.24万 | 0.22% | 34,224 | -880 | -2.5% | -$5.28万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $204.40万 | 0.22% | 20,877 | -4,223 | -16.8% | -$41.35万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $201.75万 | 0.22% | 5,972 | -2,895 | -32.6% | -$97.80万 | 减仓 |
| DHR | DANAHER CORP DEL | $201.55万 | 0.22% | 10,630 | -2,727 | -20.4% | -$51.71万 | 减仓 |
| SPIP | SPDR SERIES TRUST | $195.91万 | 0.21% | 75,321 | 7,014 | 10.3% | $18.24万 | 加仓 |
| PYLD | PIMCO ETF TR | $182.56万 | 0.20% | 69,680 | 1,233 | 1.8% | $3.23万 | 加仓 |
| KIE | SPDR SERIES TRUST | $182.45万 | 0.20% | 33,173 | 33,173 | — | $182.45万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $182.37万 | 0.20% | 2,595 | -1,411 | -35.2% | -$99.16万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $181.21万 | 0.19% | 7,476 | -398 | -5.1% | -$9.65万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $180.10万 | 0.19% | 39,349 | -120 | -0.3% | -$5,492 | 减仓 |
| CSX | CSX CORP | $178.95万 | 0.19% | 43,594 | 33,612 | 336.7% | $137.98万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $176.51万 | 0.19% | 18,130 | 10,156 | 127.4% | $98.88万 | 加仓 |
| CSCO | CISCO SYS INC | $175.85万 | 0.19% | 22,664 | -767 | -3.3% | -$5.95万 | 减仓 |
| VOX | VANGUARD WORLD FD | $174.75万 | 0.19% | 9,717 | -756 | -7.2% | -$13.60万 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $169.08万 | 0.18% | 20,890 | -3,540 | -14.5% | -$28.65万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $168.98万 | 0.18% | 27,862 | -233 | -0.8% | -$1.41万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $165.86万 | 0.18% | 1,665 | 189 | 12.8% | $18.83万 | 加仓 |