Alaska Wealth Advisors, LLC
ANCHORAGE AK · SEC CIK 0001731601
$9.23亿2026Q2 申报市值
90持仓数
74.3%前十大占比 · 第一大 23.1%
5 / 2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
BND 加仓+$339.70万
SPYM 加仓+$145.08万
MUB 加仓+$125.16万
IEFA 加仓+$121.42万
SHM 加仓+$120.29万
2026Q2 卖出最多 按季末市值估算
SHAZ 减仓-$699.63万
SOXX 减仓-$416.46万
EUFN 减仓-$96.36万
SPY 减仓-$73.41万
IJH 减仓-$66.70万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -8,900 | -100.0% | -$34.19万 | 清仓 |
| — | CAPSOVISION INC | $0 | 0.00% | 0 | -11,093 | -100.0% | -$8.09万 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $20.09万 | 0.02% | 2,083 | 2,083 | — | $20.09万 | 新建仓 |
| IGF | ISHARES TR | $20.39万 | 0.02% | 3,061 | 3,061 | — | $20.39万 | 新建仓 |
| IBHF | ISHARES TR | $20.74万 | 0.02% | 9,158 | 133 | 1.5% | $3,013 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $21.14万 | 0.02% | 7,182 | 7,182 | — | $21.14万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $21.43万 | 0.02% | 586 | -98 | -14.3% | -$3.58万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $21.68万 | 0.02% | 6,886 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $21.70万 | 0.02% | 188 | 188 | — | $21.70万 | 新建仓 |
| BX | BLACKSTONE INC | $23.53万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| BALT | INNOVATOR ETFS TRUST | $23.68万 | 0.03% | 6,909 | 0 | 0.0% | — | 不变 |
| IPAC | ISHARES TR | $23.76万 | 0.03% | 2,900 | -3 | -0.1% | -$246 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $24.83万 | 0.03% | 11,110 | 146 | 1.3% | $3,263 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $25.05万 | 0.03% | 9,543 | 158 | 1.7% | $4,147 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $25.60万 | 0.03% | 3,593 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $27.38万 | 0.03% | 7,605 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $27.48万 | 0.03% | 1,968 | 1,968 | — | $27.48万 | 新建仓 |
| GLD | SPDR GOLD TR | $27.63万 | 0.03% | 750 | 50 | 7.1% | $1.84万 | 加仓 |
| VMO | INVESCO MUN OPPORTUNIT TR | $28.18万 | 0.03% | 28,550 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $28.38万 | 0.03% | 379 | -120 | -24.0% | -$8.99万 | 减仓 |
| META | META PLATFORMS INC | $28.39万 | 0.03% | 504 | 25 | 5.2% | $1.41万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $28.80万 | 0.03% | 12,243 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $29.09万 | 0.03% | 2,309 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $30.26万 | 0.03% | 7,469 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $33.04万 | 0.04% | 2,918 | 126 | 4.5% | $1.43万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $33.36万 | 0.04% | 15,343 | 230 | 1.5% | $5,001 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $33.42万 | 0.04% | 15,816 | 256 | 1.6% | $5,409 | 加仓 |
| V | VISA INC | $33.43万 | 0.04% | 974 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $34.72万 | 0.04% | 11,988 | -1,446 | -10.8% | -$4.19万 | 减仓 |
| GOOG | ALPHABET INC | $36.89万 | 0.04% | 1,044 | -9 | -0.9% | -$3,180 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $38.16万 | 0.04% | 500 | 0 | 0.0% | — | 重新持有 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $38.37万 | 0.04% | 3,399 | -1 | -0.0% | -$113 | 减仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $38.90万 | 0.04% | 15,072 | 259 | 1.7% | $6,685 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $40.55万 | 0.04% | 1,239 | 66 | 5.6% | $2.16万 | 加仓 |
| MCD | MCDONALDS CORP | $42.73万 | 0.05% | 1,581 | 356 | 29.1% | $9.62万 | 加仓 |
| PEP | PEPSICO INC | $43.27万 | 0.05% | 3,196 | 379 | 13.5% | $5.13万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $49.69万 | 0.05% | 993 | 13 | 1.3% | $6,505 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $50.40万 | 0.05% | 5,883 | -145 | -2.4% | -$1.24万 | 减仓 |
| WFC | WELLS FARGO & CO | $50.95万 | 0.06% | 6,166 | 305 | 5.2% | $2.52万 | 加仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $58.02万 | 0.06% | 10,478 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $59.22万 | 0.06% | 6,349 | -3,584 | -36.1% | -$33.43万 | 减仓 |
| GOOGL | ALPHABET INC | $62.62万 | 0.07% | 1,752 | 675 | 62.7% | $24.13万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $67.39万 | 0.07% | 1,821 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $72.80万 | 0.08% | 5,325 | 120 | 2.3% | $1.64万 | 加仓 |
| AMZN | AMAZON COM INC | $72.88万 | 0.08% | 3,058 | -313 | -9.3% | -$7.46万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $74.47万 | 0.08% | 796 | 106 | 15.4% | $9.92万 | 加仓 |
| AVGO | BROADCOM INC | $86.13万 | 0.09% | 2,280 | 67 | 3.0% | $2.53万 | 加仓 |
| EUFN | ISHARES TR | $97.69万 | 0.11% | 25,056 | -24,713 | -49.7% | -$96.36万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $103.41万 | 0.11% | 4,745 | -76 | -1.6% | -$1.66万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $116.75万 | 0.13% | 22,547 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $127.14万 | 0.14% | 14,760 | 762 | 5.4% | $6.56万 | 加仓 |
| PAVE | GLOBAL X FDS | $131.53万 | 0.14% | 22,323 | 986 | 4.6% | $5.81万 | 加仓 |
| IAU | ISHARES GOLD TR | $132.73万 | 0.14% | 17,578 | -1,215 | -6.5% | -$9.17万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.16% | 2 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $168.15万 | 0.18% | 46,372 | 9,010 | 24.1% | $32.67万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $180.91万 | 0.20% | 31,370 | 5,982 | 23.6% | $34.50万 | 加仓 |
| MSFT | MICROSOFT CORP | $209.02万 | 0.23% | 5,604 | 3,006 | 115.7% | $112.12万 | 加仓 |
| ESGE | ISHARES INC | $211.29万 | 0.23% | 38,634 | -1,684 | -4.2% | -$9.21万 | 减仓 |
| ESGD | ISHARES TR | $239.99万 | 0.26% | 23,343 | -520 | -2.2% | -$5.35万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $252.17万 | 0.27% | 12,603 | 2,226 | 21.5% | $44.54万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $254.94万 | 0.28% | 107,660 | 6,534 | 6.5% | $15.47万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $282.51万 | 0.31% | 101,990 | 20,675 | 25.4% | $57.27万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $284.58万 | 0.31% | 123,034 | 21,240 | 20.9% | $49.13万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $339.40万 | 0.37% | 17,700 | -75 | -0.4% | -$1.44万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $340.09万 | 0.37% | 50,339 | 9,517 | 23.3% | $64.30万 | 加仓 |
| SOXX | ISHARES TR | $344.95万 | 0.37% | 5,383 | -6,499 | -54.7% | -$416.46万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $384.57万 | 0.42% | 13,496 | 29 | 0.2% | $8,264 | 加仓 |
| SPHY | SPDR SERIES TRUST | $480.57万 | 0.52% | 205,021 | 16,065 | 8.5% | $37.66万 | 加仓 |
| CMDY | ISHARES U S ETF TR | $542.02万 | 0.59% | 98,138 | -2,932 | -2.9% | -$16.19万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $559.02万 | 0.61% | 82,720 | 1,381 | 1.7% | $9.33万 | 加仓 |
| EAGG | ISHARES TR | $618.49万 | 0.67% | 130,455 | 1,165 | 0.9% | $5.52万 | 加仓 |
| ESML | ISHARES TR | $641.11万 | 0.69% | 114,627 | -4,686 | -3.9% | -$26.21万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $728.29万 | 0.79% | 82,873 | 16,509 | 24.9% | $145.08万 | 加仓 |
| NRIM | NORTHRIM BANCORP INC | $848.07万 | 0.92% | 305,721 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $894.65万 | 0.97% | 30,918 | 679 | 2.2% | $19.65万 | 加仓 |
| SNPE | DBX ETF TR | $1,058.18万 | 1.15% | 153,671 | -6,218 | -3.9% | -$42.82万 | 减仓 |
| SHAZ | SHARONAI HOLDINGS INC | $1,083.95万 | 1.17% | 128,036 | -82,640 | -39.2% | -$699.63万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,428.14万 | 1.55% | 284,320 | 1,486 | 0.5% | $7.46万 | 加仓 |
| BCD | ABRDN ETFS | $1,615.73万 | 1.75% | 473,129 | 11,218 | 2.4% | $38.31万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,857.55万 | 2.01% | 238,422 | 1,327 | 0.6% | $10.34万 | 加仓 |
| SHM | SPDR SERIES TRUST | $2,361.28万 | 2.56% | 492,292 | 25,078 | 5.4% | $120.29万 | 加仓 |
| MUB | ISHARES TR | $2,988.21万 | 3.24% | 277,663 | 11,630 | 4.4% | $125.16万 | 加仓 |
| BBRE | J P MORGAN EXCHANGE TRADED F | $3,028.57万 | 3.28% | 282,332 | -3,877 | -1.4% | -$41.59万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $3,100.16万 | 3.36% | 640,132 | 15,813 | 2.5% | $76.58万 | 加仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $3,885.92万 | 4.21% | 1,061,727 | 3,829 | 0.4% | $14.01万 | 加仓 |
| IJR | ISHARES TR | $4,068.44万 | 4.41% | 274,320 | -2,328 | -0.8% | -$34.53万 | 减仓 |
| IEMG | ISHARES INC | $4,404.25万 | 4.77% | 531,657 | -7,152 | -1.3% | -$59.25万 | 减仓 |
| IEFA | ISHARES TR | $5,218.20万 | 5.65% | 540,299 | 12,572 | 2.4% | $121.42万 | 加仓 |
| NFRA | FLEXSHARES TR | $5,226.60万 | 5.66% | 815,124 | 3,721 | 0.5% | $23.86万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $9,081.99万 | 9.84% | 1,237,160 | 46,274 | 3.9% | $339.70万 | 加仓 |
| IJH | ISHARES TR | $9,211.86万 | 9.98% | 1,194,638 | -8,650 | -0.7% | -$66.70万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.13亿 | 23.11% | 285,753 | -983 | -0.3% | -$73.41万 | 减仓 |