ALKEME WEALTH, LLC
SCOTTSDALE AZ · SEC CIK 0001752045
$2.61亿2026Q2 申报市值
101持仓数
35.2%前十大占比 · 第一大 5.5%
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
ICSH 加仓+$153.80万
DFAE 加仓+$134.20万
DFAI 加仓+$105.17万
DFAU 加仓+$85.14万
MSFT 加仓+$55.24万
2026Q2 卖出最多 按季末市值估算
CSCO 减仓-$175.37万
GOOGL 减仓-$129.19万
GIS 减仓-$96.80万
TXN 减仓-$83.25万
INTC 减仓-$67.89万
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -3,441 | -100.0% | -$22.05万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,025 | -100.0% | -$20.22万 | 清仓 |
| EFA | ISHARES TR | $20.66万 | 0.08% | 1,989 | 1,989 | — | $20.66万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $20.83万 | 0.08% | 1,897 | -511 | -21.2% | -$5.61万 | 减仓 |
| TRIN | TRINITY CAP INC | $21.36万 | 0.08% | 11,938 | 349 | 3.0% | $6,244 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $21.39万 | 0.08% | 3,584 | 3,584 | — | $21.39万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.46万 | 0.08% | 3,724 | -277 | -6.9% | -$1.60万 | 减仓 |
| SGOV | ISHARES TR | $22.76万 | 0.09% | 2,261 | 20 | 0.9% | $2,013 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $23.04万 | 0.09% | 1,042 | 1,042 | — | $23.04万 | 新建仓 |
| HON | HONEYWELL INTL INC | $23.33万 | 0.09% | 1,042 | -1,042 | -50.0% | -$23.33万 | 减仓 |
| DY | DYCOM INDS INC | $23.81万 | 0.09% | 471 | 471 | — | $23.81万 | 新建仓 |
| META | META PLATFORMS INC | $24.05万 | 0.09% | 427 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $25.86万 | 0.10% | 732 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $26.63万 | 0.10% | 222 | 222 | — | $26.63万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $27.04万 | 0.10% | 2,802 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $31.65万 | 0.12% | 450 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $31.86万 | 0.12% | 861 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $32.12万 | 0.12% | 3,919 | 409 | 11.7% | $3.35万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $33.60万 | 0.13% | 3,828 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $36.04万 | 0.14% | 4,216 | 517 | 14.0% | $4.42万 | 加仓 |
| V | VISA INC | $36.99万 | 0.14% | 1,078 | 1 | 0.1% | $343 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $38.10万 | 0.15% | 4,271 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $39.36万 | 0.15% | 370 | 1 | 0.3% | $1,064 | 加仓 |
| PFE | PFIZER INC | $41.61万 | 0.16% | 17,278 | -166 | -1.0% | -$3,997 | 减仓 |
| SJM | SMUCKER J M CO | $45.60万 | 0.17% | 4,053 | -332 | -7.6% | -$3.73万 | 减仓 |
| GIS | GENERAL MILLS INC | $51.54万 | 0.20% | 14,810 | -27,817 | -65.3% | -$96.80万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $51.81万 | 0.20% | 9,591 | 140 | 1.5% | $7,563 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $53.38万 | 0.20% | 12,362 | -135 | -1.1% | -$5,829 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $54.94万 | 0.21% | 587 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $61.18万 | 0.23% | 8,752 | 29 | 0.3% | $2,027 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $61.86万 | 0.24% | 1,890 | 1 | 0.1% | $327 | 加仓 |
| HD | HOME DEPOT INC | $67.54万 | 0.26% | 1,915 | 271 | 16.5% | $9.56万 | 加仓 |
| HRL | HORMEL FOODS CORP | $69.27万 | 0.26% | 27,910 | 1,865 | 7.2% | $4.63万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $71.22万 | 0.27% | 6,625 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $72.96万 | 0.28% | 15,218 | 641 | 4.4% | $3.07万 | 加仓 |
| NKE | NIKE INC | $75.43万 | 0.29% | 18,375 | 2,733 | 17.5% | $11.22万 | 加仓 |
| GLD | SPDR GOLD TR | $76.70万 | 0.29% | 2,082 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $82.79万 | 0.32% | 4,138 | 2 | 0.0% | $400 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $83.49万 | 0.32% | 1,118 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $85.30万 | 0.33% | 41,207 | -291 | -0.7% | -$6,024 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $90.63万 | 0.35% | 9,886 | -414 | -4.0% | -$3.80万 | 减仓 |
| MDT | MEDTRONIC PLC | $90.80万 | 0.35% | 11,607 | -82 | -0.7% | -$6,415 | 减仓 |
| SYY | SYSCO CORP | $94.65万 | 0.36% | 11,325 | -372 | -3.2% | -$3.11万 | 减仓 |
| MMM | 3M CO | $95.36万 | 0.36% | 5,890 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $102.68万 | 0.39% | 7,354 | -4,862 | -39.8% | -$67.89万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $106.20万 | 0.41% | 21,334 | 2,087 | 10.8% | $10.39万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $110.03万 | 0.42% | 2,647 | 54 | 2.1% | $2.24万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $122.62万 | 0.47% | 91,101 | -138 | -0.2% | -$1,857 | 减仓 |
| AMZN | AMAZON COM INC | $140.53万 | 0.54% | 5,896 | 104 | 1.8% | $2.48万 | 加仓 |
| UNP | UNION PAC CORP | $144.73万 | 0.55% | 5,321 | -60 | -1.1% | -$1.63万 | 减仓 |
| PAYX | PAYCHEX INC | $146.50万 | 0.56% | 14,899 | 328 | 2.3% | $3.23万 | 加仓 |
| MO | ALTRIA GROUP INC | $148.07万 | 0.57% | 20,579 | -170 | -0.8% | -$1.22万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $148.90万 | 0.57% | 2,168 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $158.37万 | 0.61% | 35,701 | 595 | 1.7% | $2.64万 | 加仓 |
| RTX | RTX CORPORATION | $176.38万 | 0.67% | 9,296 | -110 | -1.2% | -$2.09万 | 减仓 |
| SBUX | STARBUCKS CORP | $178.76万 | 0.68% | 17,493 | 334 | 1.9% | $3.41万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $186.53万 | 0.71% | 10,311 | -314 | -3.0% | -$5.68万 | 减仓 |
| CB | CHUBB LIMITED | $193.78万 | 0.74% | 5,687 | -80 | -1.4% | -$2.73万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $207.32万 | 0.79% | 27,136 | 216 | 0.8% | $1.65万 | 加仓 |
| COP | CONOCOPHILLIPS | $215.26万 | 0.82% | 20,706 | -72 | -0.3% | -$7,485 | 减仓 |
| PG | PROCTER & GAMBLE CO | $225.53万 | 0.86% | 15,380 | 1,121 | 7.9% | $16.44万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $225.63万 | 0.86% | 8,342 | 9 | 0.1% | $2,434 | 加仓 |
| PSX | PHILLIPS 66 | $238.11万 | 0.91% | 14,085 | -490 | -3.4% | -$8.28万 | 减仓 |
| KO | COCA COLA CO | $248.47万 | 0.95% | 30,574 | 303 | 1.0% | $2.46万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $248.97万 | 0.95% | 11,117 | 9 | 0.1% | $2,016 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $249.59万 | 0.95% | 4,899 | 48 | 1.0% | $2.45万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $253.67万 | 0.97% | 8,652 | 95 | 1.1% | $2.79万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $287.23万 | 1.10% | 12,091 | -99 | -0.8% | -$2.35万 | 减仓 |
| GOOGL | ALPHABET INC | $288.75万 | 1.10% | 8,080 | -3,615 | -30.9% | -$129.19万 | 减仓 |
| — | EXXON MOBIL CORP | $293.64万 | 1.12% | 21,478 | 157 | 0.7% | $2.15万 | 加仓 |
| LIN | LINDE PLC | $293.79万 | 1.12% | 5,661 | -24 | -0.4% | -$1.25万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $300.80万 | 1.15% | 74,807 | 33,376 | 80.6% | $134.20万 | 加仓 |
| ORCL | ORACLE CORP | $304.55万 | 1.16% | 20,782 | -174 | -0.8% | -$2.55万 | 减仓 |
| WM | WASTE MGMT INC DEL | $316.82万 | 1.21% | 14,215 | -41 | -0.3% | -$9,138 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $322.88万 | 1.24% | 28,400 | 260 | 0.9% | $2.96万 | 加仓 |
| BAC | BANK OF AMER CORP | $361.46万 | 1.38% | 63,437 | -1,400 | -2.2% | -$7.98万 | 减仓 |
| CVS | CVS HEALTH CORP | $361.90万 | 1.38% | 34,983 | -2,597 | -6.9% | -$26.87万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $365.47万 | 1.40% | 11,071 | 9 | 0.1% | $2,971 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $368.91万 | 1.41% | 87,131 | -3,085 | -3.4% | -$13.06万 | 减仓 |
| RY | ROYAL BK CDA | $415.55万 | 1.59% | 20,078 | -1,470 | -6.8% | -$30.42万 | 减仓 |
| USB | US BANCORP | $418.89万 | 1.60% | 69,352 | -1,250 | -1.8% | -$7.55万 | 减仓 |
| WMT | WALMART INC | $424.67万 | 1.62% | 37,495 | -1,036 | -2.7% | -$11.73万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $427.83万 | 1.64% | 15,214 | -409 | -2.6% | -$11.50万 | 减仓 |
| AMGN | AMGEN INC | $458.19万 | 1.75% | 12,653 | -24 | -0.2% | -$8,691 | 减仓 |
| CVX | CHEVRON CORPORATION | $461.09万 | 1.76% | 27,817 | -29 | -0.1% | -$4,807 | 减仓 |
| PEP | PEPSICO INC | $469.27万 | 1.80% | 34,658 | 1,865 | 5.7% | $25.25万 | 加仓 |
| MCD | MCDONALDS CORP | $480.78万 | 1.84% | 17,786 | -233 | -1.3% | -$6.30万 | 减仓 |
| TXN | TEXAS INSTRS INC | $520.70万 | 1.99% | 17,469 | -2,793 | -13.8% | -$83.25万 | 减仓 |
| TGT | TARGET CORP | $524.87万 | 2.01% | 40,186 | -115 | -0.3% | -$1.50万 | 减仓 |
| EMR | EMERSON ELEC CO | $536.44万 | 2.05% | 37,474 | -270 | -0.7% | -$3.87万 | 减仓 |
| ABBV | ABBVIE INC | $541.93万 | 2.07% | 21,536 | 81 | 0.4% | $2.04万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $558.54万 | 2.14% | 135,404 | 25,496 | 23.2% | $105.17万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $605.85万 | 2.32% | 117,208 | 16,472 | 16.4% | $85.14万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $626.87万 | 2.40% | 24,683 | -1,242 | -4.8% | -$31.54万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $646.68万 | 2.47% | 18,255 | -148 | -0.8% | -$5.24万 | 减仓 |
| AFL | AFLAC INC | $670.36万 | 2.56% | 57,174 | -168 | -0.3% | -$1.97万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $675.77万 | 2.58% | 213,109 | 9,494 | 4.7% | $30.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $770.74万 | 2.95% | 20,662 | 1,481 | 7.7% | $55.24万 | 加仓 |
| CSCO | CISCO SYS INC | $794.25万 | 3.04% | 67,618 | -14,930 | -18.1% | -$175.37万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1,123.42万 | 4.30% | 144,195 | 6,203 | 4.5% | $48.33万 | 加仓 |