Alliance Wealth Management Group
FLEMINGTON NJ · SEC CIK 0001623707
$4.57亿2026Q1 申报市值
97持仓数
53.3%前十大占比 · 第一大 12.2%
3 / 2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
LQD 加仓+$323.09万
IVV 加仓+$176.37万
AGG 加仓+$107.38万
SPIB 加仓+$90.92万
HYG 加仓+$69.40万
2026Q1 卖出最多 按季末市值估算
FLRN 减仓-$201.06万
SCHX 减仓-$91.98万
SCHF 减仓-$54.94万
FLOT 减仓-$48.18万
IFLN 清仓-$38.71万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $5,580.18万 | 12.21% | 2,176,358 | -35,873 | -1.6% | -$91.98万 | 减仓 |
| IVV | ISHARES TR | $3,576.47万 | 7.82% | 54,712 | 2,698 | 5.2% | $176.37万 | 加仓 |
| HYG | ISHARES TR | $2,372.89万 | 5.19% | 298,247 | 8,723 | 3.0% | $69.40万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $2,356.33万 | 5.15% | 1,014,783 | -4,068 | -0.4% | -$9.45万 | 减仓 |
| LQD | ISHARES TR | $2,029.91万 | 4.44% | 186,246 | 29,644 | 18.9% | $323.09万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,951.46万 | 4.27% | 788,468 | -22,198 | -2.7% | -$54.94万 | 减仓 |
| AGG | ISHARES TR | $1,787.41万 | 3.91% | 180,053 | 10,817 | 6.4% | $107.38万 | 加仓 |
| FLRN | SPDR SER TR | $1,718.82万 | 3.76% | 558,422 | -65,322 | -10.5% | -$201.06万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $1,616.33万 | 3.54% | 490,541 | 8,100 | 1.7% | $26.69万 | 加仓 |
| FLOT | ISHARES TR | $1,359.23万 | 2.97% | 266,777 | -9,456 | -3.4% | -$48.18万 | 减仓 |
| IEFA | ISHARES TR | $1,300.56万 | 2.85% | 143,618 | 6,654 | 4.9% | $60.26万 | 加仓 |
| EMB | ISHARES TR | $1,270.26万 | 2.78% | 135,230 | 4,331 | 3.3% | $40.68万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,164.69万 | 2.55% | 376,193 | -4,084 | -1.1% | -$12.64万 | 减仓 |
| IEMG | ISHARES TR | $1,122.60万 | 2.46% | 160,843 | 9,082 | 6.0% | $63.39万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,039.80万 | 2.27% | 135,851 | -601 | -0.4% | -$4.60万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,015.75万 | 2.22% | 404,680 | -3,711 | -0.9% | -$9.31万 | 减仓 |
| MUB | ISHARES TR | $932.99万 | 2.04% | 87,894 | 3,328 | 3.9% | $35.33万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $903.66万 | 1.98% | 310,751 | -5,215 | -1.7% | -$15.17万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $886.58万 | 1.94% | 346,051 | 11,460 | 3.4% | $29.36万 | 加仓 |
| IJH | ISHARES TR | $764.06万 | 1.67% | 113,099 | 5,732 | 5.3% | $38.72万 | 加仓 |
| AAPL | APPLE INC | $718.57万 | 1.57% | 28,314 | 84 | 0.3% | $2.13万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $645.62万 | 1.41% | 210,438 | -4,115 | -1.9% | -$12.62万 | 减仓 |
| IJR | ISHARES TR | $630.79万 | 1.38% | 50,715 | 2,177 | 4.5% | $27.08万 | 加仓 |
| SHYG | ISHARES TR | $602.06万 | 1.32% | 142,298 | 12,283 | 9.4% | $51.97万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $545.18万 | 1.19% | 162,546 | 27,109 | 20.0% | $90.92万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $544.53万 | 1.19% | 63,889 | 1 | 0.0% | $85 | 加仓 |
| PCY | INVESCO EXCHNG TRADED FD TR | $463.40万 | 1.01% | 221,723 | -8,742 | -3.8% | -$18.27万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $428.14万 | 0.94% | 91,269 | 1,718 | 1.9% | $8.06万 | 加仓 |
| ITOT | ISHARES TR | $422.20万 | 0.92% | 29,620 | 815 | 2.8% | $11.62万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $391.42万 | 0.86% | 85,744 | -1,547 | -1.8% | -$7.06万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $297.47万 | 0.65% | 102,118 | -53 | -0.1% | -$1,544 | 减仓 |
| IWF | ISHARES TR | $283.04万 | 0.62% | 6,638 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SER TR | $246.11万 | 0.54% | 54,281 | -2,394 | -4.2% | -$10.85万 | 减仓 |
| MSFT | MICROSOFT CORP | $233.21万 | 0.51% | 6,300 | -212 | -3.3% | -$7.85万 | 减仓 |
| CORP | PIMCO ETF TR | $216.36万 | 0.47% | 22,351 | -581 | -2.5% | -$5.62万 | 减仓 |
| DGRO | ISHARES TR | $212.38万 | 0.46% | 30,257 | 1,931 | 6.8% | $13.55万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $206.17万 | 0.45% | 34,814 | 271 | 0.8% | $1.60万 | 加仓 |
| QQQ | INVESCO QQQ TR | $193.28万 | 0.42% | 3,349 | 156 | 4.9% | $9.00万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $176.14万 | 0.39% | 7,206 | 26 | 0.4% | $6,355 | 加仓 |
| GOOG | ALPHABET INC | $165.78万 | 0.36% | 5,779 | -169 | -2.8% | -$4.85万 | 减仓 |
| SPSM | SPDR SER TR | $163.56万 | 0.36% | 33,849 | 109 | 0.3% | $5,267 | 加仓 |
| SPYD | SPDR SER TR | $155.02万 | 0.34% | 34,056 | 1,386 | 4.2% | $6.31万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $144.97万 | 0.32% | 8,313 | 80 | 1.0% | $1.40万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $134.14万 | 0.29% | 6,989 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $130.37万 | 0.29% | 16,490 | -61 | -0.4% | -$4,823 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $122.75万 | 0.27% | 4,173 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $122.24万 | 0.27% | 50,368 | 317 | 0.6% | $7,694 | 加仓 |
| GOOGL | ALPHABET INC | $119.91万 | 0.26% | 4,170 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $111.85万 | 0.24% | 1,955 | 40 | 2.1% | $2.29万 | 加仓 |
| MRK | MERCK & CO INC | $110.97万 | 0.24% | 9,225 | -21 | -0.2% | -$2,526 | 减仓 |
| AMZN | AMAZON COM INC | $98.41万 | 0.22% | 4,725 | -272 | -5.4% | -$5.66万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $98.31万 | 0.22% | 1,645 | 160 | 10.8% | $9.56万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $87.45万 | 0.19% | 2,002 | -54 | -2.6% | -$2.36万 | 减仓 |
| T | AT&T INC | $83.71万 | 0.18% | 28,876 | -508 | -1.7% | -$1.47万 | 减仓 |
| CSCO | CISCO SYS INC | $75.97万 | 0.17% | 9,791 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $75.43万 | 0.17% | 9,135 | 678 | 8.0% | $5.60万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $73.84万 | 0.16% | 24,210 | -27 | -0.1% | -$824 | 减仓 |
| HD | HOME DEPOT INC | $73.15万 | 0.16% | 2,224 | 560 | 33.7% | $18.42万 | 加仓 |
| SPY | SPDR TR S&P 500 ETF TR | $66.72万 | 0.15% | 1,026 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONSOLIDATED INC | $65.32万 | 0.14% | 8,589 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $58.94万 | 0.13% | 2,741 | -260 | -8.7% | -$5.59万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $53.68万 | 0.12% | 1,673 | -65 | -3.7% | -$2.09万 | 减仓 |
| CVX | CHEVRON CORP NEW | $53.26万 | 0.12% | 2,574 | 76 | 3.0% | $1.57万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $52.80万 | 0.12% | 2,178 | 50 | 2.3% | $1.21万 | 加仓 |
| BAC | BANK AMER CORP | $52.08万 | 0.11% | 10,683 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $51.70万 | 0.11% | 2,635 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $46.52万 | 0.10% | 5,008 | 22 | 0.4% | $2,044 | 加仓 |
| LIN | LINDE PLC | $44.27万 | 0.10% | 893 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $41.29万 | 0.09% | 1,366 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $40.57万 | 0.09% | 5,721 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $40.24万 | 0.09% | 1,300 | 50 | 4.0% | $1.55万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $37.94万 | 0.08% | 381 | 20 | 5.5% | $1.99万 | 加仓 |
| IWD | ISHARES TR | $36.86万 | 0.08% | 1,725 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $36.21万 | 0.08% | 869 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.98万 | 0.07% | 709 | 10 | 1.4% | $4,792 | 加仓 |
| NFLX | NETFLIX INC | $32.79万 | 0.07% | 3,410 | 70 | 2.1% | $6,731 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $32.71万 | 0.07% | 2,365 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $30.55万 | 0.07% | 2,575 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $29.94万 | 0.07% | 5,965 | 202 | 3.5% | $1.01万 | 加仓 |
| — | GE AEROSPACE | $28.38万 | 0.06% | 1,000 | 150 | 17.6% | $4.26万 | 加仓 |
| IWP | ISHARES TR | $27.62万 | 0.06% | 2,156 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $27.06万 | 0.06% | 728 | -40 | -5.2% | -$1.49万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $26.32万 | 0.06% | 3,252 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $24.95万 | 0.05% | 1,696 | 150 | 9.7% | $2.21万 | 加仓 |
| GEV | GE VERNOVA INC | $24.00万 | 0.05% | 275 | 275 | — | $24.00万 | 新建仓 |
| HSY | HERSHEY CO | $22.87万 | 0.05% | 1,100 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $22.59万 | 0.05% | 3,424 | 0 | 0.0% | — | 重新持有 |
| C | CITIGROUP INC | $22.52万 | 0.05% | 1,986 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SER TR | $22.43万 | 0.05% | 7,688 | 167 | 2.2% | $4,873 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $21.97万 | 0.05% | 650 | 650 | — | $21.97万 | 新建仓 |
| DIS | DISNEY WALT CO | $21.90万 | 0.05% | 2,272 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $21.49万 | 0.05% | 2,861 | -64 | -2.2% | -$4,807 | 重新持有 |
| LLY | ELI LILLY & CO | $20.97万 | 0.05% | 228 | 25 | 12.3% | $2.30万 | 加仓 |
| MMM | 3M CO | $20.90万 | 0.05% | 1,439 | 1,439 | — | $20.90万 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $20.74万 | 0.05% | 3,850 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $20.43万 | 0.04% | 755 | 25 | 3.4% | $6,765 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $20.35万 | 0.04% | 978 | 0 | 0.0% | — | 不变 |
| IFLN | INVESCO EXCHNG TRADED FD TR | $0 | 0.00% | 0 | -20,810 | -100.0% | -$38.71万 | 清仓 |
| VXF | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,011 | -100.0% | -$21.14万 | 清仓 |