Alliance Wealth Management Group
FLEMINGTON NJ · SEC CIK 0001623707
$5.14亿2026Q2 申报市值
103持仓数
53.5%前十大占比 · 第一大 12.7%
10 / 4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
IVV 加仓+$536.59万
AGG 加仓+$319.98万
LQD 加仓+$312.04万
IEFA 加仓+$276.14万
IEMG 加仓+$144.89万
2026Q2 卖出最多 按季末市值估算
FLRN 减仓-$140.65万
SCHZ 减仓-$134.27万
SCHD 减仓-$97.83万
VUG 减仓-$81.53万
TFI 减仓-$59.91万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $6,541.45万 | 12.73% | 2,222,715 | 46,357 | 2.1% | $136.43万 | 加仓 |
| IVV | ISHARES TR | $4,634.00万 | 9.02% | 61,877 | 7,165 | 13.1% | $536.59万 | 加仓 |
| HYG | ISHARES TR | $2,504.26万 | 4.87% | 313,153 | 14,906 | 5.0% | $119.20万 | 加仓 |
| LQD | ISHARES TR | $2,343.36万 | 4.56% | 214,856 | 28,610 | 15.4% | $312.04万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $2,212.92万 | 4.31% | 956,732 | -58,051 | -5.7% | -$134.27万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,188.84万 | 4.26% | 790,195 | 1,727 | 0.2% | $4.78万 | 加仓 |
| AGG | ISHARES TR | $2,102.05万 | 4.09% | 212,383 | 32,330 | 18.0% | $319.98万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $1,728.31万 | 3.36% | 476,643 | -13,898 | -2.8% | -$50.39万 | 减仓 |
| IEFA | ISHARES TR | $1,663.34万 | 3.24% | 172,207 | 28,589 | 19.9% | $276.14万 | 加仓 |
| FLRN | SPDR SER TR | $1,582.09万 | 3.08% | 512,832 | -45,590 | -8.2% | -$140.65万 | 减仓 |
| IEMG | ISHARES TR | $1,476.71万 | 2.87% | 178,341 | 17,498 | 10.9% | $144.89万 | 加仓 |
| EMB | ISHARES TR | $1,444.87万 | 2.81% | 149,825 | 14,595 | 10.8% | $140.75万 | 加仓 |
| FLOT | ISHARES TR | $1,370.02万 | 2.67% | 268,368 | 1,591 | 0.6% | $8.12万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,343.58万 | 2.62% | 364,410 | -11,783 | -3.1% | -$43.44万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,214.11万 | 2.36% | 138,155 | 2,304 | 1.7% | $20.25万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,200.40万 | 2.34% | 414,502 | 9,822 | 2.4% | $28.44万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,064.71万 | 2.07% | 294,689 | -16,062 | -5.2% | -$58.03万 | 减仓 |
| MUB | ISHARES TR | $982.08万 | 1.91% | 91,254 | 3,360 | 3.8% | $36.16万 | 加仓 |
| IJH | ISHARES TR | $943.29万 | 1.84% | 122,347 | 9,248 | 8.2% | $71.30万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $863.75万 | 1.68% | 338,462 | -7,589 | -2.2% | -$19.37万 | 减仓 |
| IJR | ISHARES TR | $831.80万 | 1.62% | 56,092 | 5,377 | 10.6% | $79.74万 | 加仓 |
| AAPL | APPLE INC | $807.71万 | 1.57% | 27,914 | -400 | -1.4% | -$11.57万 | 减仓 |
| SHYG | ISHARES TR | $603.19万 | 1.17% | 142,228 | -70 | -0.0% | -$2,969 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $585.75万 | 1.14% | 63,891 | 2 | 0.0% | $183 | 加仓 |
| SPIB | SPDR SERIES TRUST | $573.58万 | 1.12% | 171,424 | 8,878 | 5.5% | $29.71万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $569.46万 | 1.11% | 179,585 | -30,853 | -14.7% | -$97.83万 | 减仓 |
| ITOT | ISHARES TR | $565.21万 | 1.10% | 34,409 | 4,789 | 16.2% | $78.67万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $467.91万 | 0.91% | 90,365 | -904 | -1.0% | -$4.68万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $442.36万 | 0.86% | 87,787 | 2,043 | 2.4% | $10.29万 | 加仓 |
| PCY | INVESCO EXCHNG TRADED FD TR | $430.10万 | 0.84% | 198,661 | -23,062 | -10.4% | -$49.93万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $345.45万 | 0.67% | 102,084 | -34 | -0.0% | -$1,151 | 减仓 |
| IWF | ISHARES TR | $329.70万 | 0.64% | 26,552 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $296.94万 | 0.58% | 39,174 | 8,917 | 29.5% | $67.59万 | 加仓 |
| MSFT | MICROSOFT CORP | $234.71万 | 0.46% | 6,292 | -8 | -0.1% | -$2,984 | 减仓 |
| SPMD | SPDR SERIES TRUST | $228.08万 | 0.44% | 33,759 | -1,055 | -3.0% | -$7.13万 | 减仓 |
| GOOG | ALPHABET INC | $204.19万 | 0.40% | 5,779 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $190.58万 | 0.37% | 2,588 | -761 | -22.7% | -$56.04万 | 减仓 |
| TFI | SPDR SER TR | $188.70万 | 0.37% | 41,200 | -13,081 | -24.1% | -$59.91万 | 减仓 |
| SPSM | SPDR SER TR | $187.66万 | 0.37% | 32,540 | -1,309 | -3.9% | -$7.55万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $183.02万 | 0.36% | 7,207 | 1 | 0.0% | $254 | 加仓 |
| NVDA | NVIDIA CORPORATION | $166.59万 | 0.32% | 8,326 | 13 | 0.2% | $2,601 | 加仓 |
| CORP | PIMCO ETF TR | $161.89万 | 0.32% | 16,707 | -5,644 | -25.3% | -$54.69万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $154.82万 | 0.30% | 17,052 | 562 | 3.4% | $5.10万 | 加仓 |
| SPYD | SPDR SER TR | $153.62万 | 0.30% | 32,198 | -1,858 | -5.5% | -$8.86万 | 减仓 |
| GOOGL | ALPHABET INC | $149.74万 | 0.29% | 4,190 | 20 | 0.5% | $7,147 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $148.71万 | 0.29% | 6,989 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $122.12万 | 0.24% | 50,588 | 220 | 0.4% | $5,311 | 加仓 |
| MRK | MERCK & CO INC | $118.54万 | 0.23% | 9,225 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $116.43万 | 0.23% | 3,557 | -616 | -14.8% | -$20.16万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $115.13万 | 0.22% | 1,676 | 31 | 1.9% | $2.13万 | 加仓 |
| AMZN | AMAZON COM INC | $112.61万 | 0.22% | 4,725 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $109.56万 | 0.21% | 1,945 | -10 | -0.5% | -$5,633 | 减仓 |
| CSCO | CISCO SYS INC | $107.96万 | 0.21% | 9,191 | -600 | -6.1% | -$7.05万 | 减仓 |
| SPY | SPDR TR S&P 500 ETF TR | $99.78万 | 0.19% | 1,336 | 310 | 30.2% | $23.15万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $84.28万 | 0.16% | 24,210 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $84.19万 | 0.16% | 10,253 | 1,118 | 12.2% | $9.18万 | 加仓 |
| HD | HOME DEPOT INC | $78.44万 | 0.15% | 2,224 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONSOLIDATED INC | $68.99万 | 0.13% | 8,489 | -100 | -1.2% | -$8,127 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $64.85万 | 0.13% | 2,741 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $62.59万 | 0.12% | 1,691 | 18 | 1.1% | $6,662 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $61.27万 | 0.12% | 2,179 | 1 | 0.0% | $281 | 加仓 |
| BAC | BANK AMER CORP | $60.87万 | 0.12% | 10,683 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $59.87万 | 0.12% | 28,921 | 45 | 0.2% | $931 | 加仓 |
| AVGO | BROADCOM INC | $48.81万 | 0.10% | 1,292 | -8 | -0.6% | -$3,022 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $46.88万 | 0.09% | 5,721 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $46.87万 | 0.09% | 1,366 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $46.34万 | 0.09% | 893 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $44.34万 | 0.09% | 195 | 195 | — | $44.34万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $42.68万 | 0.08% | 869 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $41.42万 | 0.08% | 2,499 | -75 | -2.9% | -$1.24万 | 减仓 |
| IWD | ISHARES TR | $40.61万 | 0.08% | 1,675 | -50 | -2.9% | -$1.21万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $37.43万 | 0.07% | 586 | 586 | — | $37.43万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $37.26万 | 0.07% | 4,245 | -763 | -15.2% | -$6.70万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $37.12万 | 0.07% | 2,365 | 0 | 0.0% | — | 不变 |
| — | GE AEROSPACE | $36.81万 | 0.07% | 985 | -15 | -1.5% | -$5,606 | 减仓 |
| — | EXXON MOBIL CORP | $35.66万 | 0.07% | 2,608 | 2,608 | — | $35.66万 | 新建仓 |
| COST | COSTCO WHSL CORP NEW | $35.64万 | 0.07% | 381 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $35.48万 | 0.07% | 709 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $32.31万 | 0.06% | 275 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $31.57万 | 0.06% | 2,156 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $31.38万 | 0.06% | 755 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $31.04万 | 0.06% | 650 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $28.91万 | 0.06% | 670 | 670 | — | $28.91万 | 新建仓 |
| C | CITIGROUP INC | $27.80万 | 0.05% | 1,986 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $26.75万 | 0.05% | 223 | -5 | -2.2% | -$5,997 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $26.39万 | 0.05% | 3,252 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $25.81万 | 0.05% | 3,082 | 221 | 7.7% | $1.85万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $25.31万 | 0.05% | 5,978 | 13 | 0.2% | $550 | 加仓 |
| ORCL | ORACLE CORP | $24.85万 | 0.05% | 1,696 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $24.64万 | 0.05% | 3,424 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $24.35万 | 0.05% | 3,410 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $24.08万 | 0.05% | 978 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $23.30万 | 0.05% | 1,439 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $22.75万 | 0.04% | 541 | -187 | -25.7% | -$7.87万 | 减仓 |
| PFE | PFIZER INC | $22.75万 | 0.04% | 9,449 | 9,449 | — | $22.75万 | 新建仓 |
| SPSB | SPDR SER TR | $22.17万 | 0.04% | 7,641 | -47 | -0.6% | -$1,363 | 减仓 |
| VUG | VANGUARD INDEX FDS | $21.94万 | 0.04% | 2,547 | -9,465 | -78.8% | -$81.53万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $21.67万 | 0.04% | 373 | 373 | — | $21.67万 | 新建仓 |
| DIS | DISNEY WALT CO | $21.52万 | 0.04% | 2,236 | -36 | -1.6% | -$3,465 | 减仓 |
| FLEX | FLEX LTD | $21.23万 | 0.04% | 1,310 | 1,310 | — | $21.23万 | 新建仓 |