ALKEME WEALTH, LLC
SCOTTSDALE AZ · SEC CIK 0001752045
$2.45亿2026Q1 申报市值
98持仓数
34.4%前十大占比 · 第一大 5.2%
2 / 1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
DFAI 加仓+$69.49万
APD 加仓+$58.07万
TGT 加仓+$42.95万
NKE 加仓+$39.66万
LIN 加仓+$35.70万
2026Q1 卖出最多 按季末市值估算
JNJ 减仓-$52.02万
RY 减仓-$35.67万
ICSH 减仓-$31.50万
CLX 清仓-$21.34万
WMT 减仓-$15.80万
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 |
|---|---|---|---|---|---|---|---|---|
| ICSH | ISHARES TR | $1,282.29万 | 5.24% | 253,316 | -6,222 | -2.4% | -$31.50万 | 减仓 |
| FFA | FIRST TR ENHANCED EQUITY | $1,181.20万 | 4.82% | 579,022 | 4,796 | 0.8% | $9.78万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,082.00万 | 4.42% | 137,992 | 619 | 0.5% | $4.85万 | 加仓 |
| AAPL | APPLE INC | $1,014.38万 | 4.14% | 39,969 | 306 | 0.8% | $7.77万 | 加仓 |
| MSFT | MICROSOFT CORP | $710.01万 | 2.90% | 19,181 | 624 | 3.4% | $23.10万 | 加仓 |
| CSCO | CISCO SYS INC | $640.49万 | 2.62% | 82,548 | -1,815 | -2.2% | -$14.08万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $633.71万 | 2.59% | 25,925 | -2,128 | -7.6% | -$52.02万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $631.61万 | 2.58% | 18,403 | 316 | 1.7% | $10.85万 | 加仓 |
| AFL | AFLAC INC | $629.10万 | 2.57% | 57,342 | 883 | 1.6% | $9.69万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $624.69万 | 2.55% | 203,615 | 8,530 | 4.4% | $26.17万 | 加仓 |
| CVX | CHEVRON CORPORATION | $576.14万 | 2.35% | 27,846 | 721 | 2.7% | $14.92万 | 加仓 |
| MCD | MCDONALDS CORP | $560.00万 | 2.29% | 18,019 | 110 | 0.6% | $3.42万 | 加仓 |
| PEP | PEPSICO INC | $509.24万 | 2.08% | 32,793 | 1,100 | 3.5% | $17.08万 | 加仓 |
| EMR | EMERSON ELEC CO | $494.52万 | 2.02% | 37,744 | -340 | -0.9% | -$4.45万 | 减仓 |
| TGT | TARGET CORP | $488.45万 | 1.99% | 40,301 | 3,544 | 9.6% | $42.95万 | 加仓 |
| WMT | WALMART INC | $478.87万 | 1.96% | 38,531 | -1,271 | -3.2% | -$15.80万 | 减仓 |
| ABBV | ABBVIE INC | $466.62万 | 1.91% | 21,455 | 1,037 | 5.1% | $22.55万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $454.52万 | 1.86% | 100,736 | -540 | -0.5% | -$2.44万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $452.88万 | 1.85% | 90,216 | -259 | -0.3% | -$1.30万 | 减仓 |
| AMGN | AMGEN INC | $446.05万 | 1.82% | 12,677 | 437 | 3.6% | $15.38万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $428.20万 | 1.75% | 109,908 | 17,835 | 19.4% | $69.49万 | 加仓 |
| TXN | TEXAS INSTRS INC | $393.36万 | 1.61% | 20,262 | 1,087 | 5.7% | $21.10万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $378.68万 | 1.55% | 15,623 | -67 | -0.4% | -$1.62万 | 减仓 |
| USB | US BANCORP | $367.20万 | 1.50% | 70,602 | -575 | -0.8% | -$2.99万 | 减仓 |
| — | EXXON MOBIL CORP | $361.72万 | 1.48% | 21,321 | 758 | 3.7% | $12.86万 | 加仓 |
| RY | ROYAL BK CDA | $348.60万 | 1.42% | 21,548 | -2,205 | -9.3% | -$35.67万 | 减仓 |
| GOOGL | ALPHABET INC | $336.30万 | 1.37% | 11,695 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $327.59万 | 1.34% | 14,256 | 578 | 4.2% | $13.28万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $322.67万 | 1.32% | 11,062 | 379 | 3.5% | $11.05万 | 加仓 |
| BAC | BANK AMERICA CORP | $316.08万 | 1.29% | 64,837 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $308.28万 | 1.26% | 20,956 | 1,636 | 8.5% | $24.07万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $293.17万 | 1.20% | 4,851 | 174 | 3.7% | $10.52万 | 加仓 |
| LIN | LINDE PLC | $281.85万 | 1.15% | 5,685 | 720 | 14.5% | $35.70万 | 加仓 |
| COP | CONOCOPHILLIPS | $274.27万 | 1.12% | 20,778 | 4 | 0.0% | $528 | 加仓 |
| CVS | CVS HEALTH CORP | $269.90万 | 1.10% | 37,580 | -35 | -0.1% | -$2,514 | 减仓 |
| PSX | PHILLIPS 66 | $265.53万 | 1.08% | 14,575 | -150 | -1.0% | -$2.73万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $257.58万 | 1.05% | 12,190 | -292 | -2.3% | -$6.17万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $253.65万 | 1.04% | 28,140 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $248.56万 | 1.02% | 8,557 | 1,999 | 30.5% | $58.07万 | 加仓 |
| KO | COCA COLA CO | $230.21万 | 0.94% | 30,271 | 1,642 | 5.7% | $12.49万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $225.70万 | 0.92% | 11,108 | 659 | 6.3% | $13.39万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $216.89万 | 0.89% | 8,333 | 474 | 6.0% | $12.34万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $205.96万 | 0.84% | 14,259 | 2,036 | 16.7% | $29.41万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $195.68万 | 0.80% | 26,920 | 1,972 | 7.9% | $14.33万 | 加仓 |
| CB | CHUBB LTD SWITZ | $187.96万 | 0.77% | 5,767 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $181.44万 | 0.74% | 9,406 | 11 | 0.1% | $2,122 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $175.67万 | 0.72% | 10,625 | -74 | -0.7% | -$1.22万 | 减仓 |
| GIS | GENERAL MILLS INC | $158.66万 | 0.65% | 42,627 | 2,936 | 7.4% | $10.93万 | 加仓 |
| SBUX | STARBUCKS CORP | $153.72万 | 0.63% | 17,159 | 2,891 | 20.3% | $25.90万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $143.43万 | 0.59% | 91,239 | -100 | -0.1% | -$1,572 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $140.29万 | 0.57% | 41,431 | 8,527 | 25.9% | $28.87万 | 加仓 |
| MO | ALTRIA GROUP INC | $136.92万 | 0.56% | 20,749 | -77 | -0.4% | -$5,081 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $136.42万 | 0.56% | 35,106 | 1,717 | 5.1% | $6.67万 | 加仓 |
| PAYX | PAYCHEX INC | $134.23万 | 0.55% | 14,571 | 1,743 | 13.6% | $16.06万 | 加仓 |
| UNP | UNION PAC CORP | $130.55万 | 0.53% | 5,381 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $129.55万 | 0.53% | 2,168 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $120.63万 | 0.49% | 5,792 | 381 | 7.0% | $7.94万 | 加仓 |
| T | AT&T INC | $120.30万 | 0.49% | 41,498 | 183 | 0.4% | $5,305 | 加仓 |
| MDT | MEDTRONIC PLC | $101.29万 | 0.41% | 11,689 | 1,446 | 14.1% | $12.53万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $95.82万 | 0.39% | 19,247 | 763 | 4.1% | $3.80万 | 加仓 |
| GLD | SPDR GOLD TR | $89.59万 | 0.37% | 2,082 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $87.79万 | 0.36% | 10,300 | -1,054 | -9.3% | -$8.98万 | 减仓 |
| MMM | 3M CO | $85.54万 | 0.35% | 5,890 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $83.43万 | 0.34% | 11,697 | -675 | -5.5% | -$4.81万 | 减仓 |
| NKE | NIKE INC | $82.62万 | 0.34% | 15,642 | 7,508 | 92.3% | $39.66万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $72.71万 | 0.30% | 1,118 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $72.13万 | 0.29% | 4,136 | 1,466 | 54.9% | $25.57万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $70.17万 | 0.29% | 2,593 | 1,216 | 88.3% | $32.90万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $65.18万 | 0.27% | 6,625 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $58.99万 | 0.24% | 26,045 | 14,002 | 116.3% | $31.71万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $58.49万 | 0.24% | 587 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $55.57万 | 0.23% | 1,889 | 1 | 0.1% | $294 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $54.48万 | 0.22% | 8,723 | 29 | 0.3% | $1,811 | 加仓 |
| HD | HOME DEPOT INC | $54.08万 | 0.22% | 1,644 | 433 | 35.8% | $14.24万 | 加仓 |
| INTC | INTEL CORP | $53.91万 | 0.22% | 12,216 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $53.57万 | 0.22% | 14,577 | 9,682 | 197.8% | $35.58万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $52.81万 | 0.22% | 12,497 | -223 | -1.8% | -$9,424 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $49.88万 | 0.20% | 9,451 | 19 | 0.2% | $1,003 | 加仓 |
| PFE | PFIZER INC | $48.98万 | 0.20% | 17,444 | -100 | -0.6% | -$2,808 | 减仓 |
| — | HONEYWELL INTL INC | $47.11万 | 0.19% | 2,084 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $42.29万 | 0.17% | 4,385 | -214 | -4.7% | -$2.06万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $36.23万 | 0.15% | 4,271 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $35.55万 | 0.15% | 3,828 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $32.54万 | 0.13% | 1,077 | 250 | 30.2% | $7.55万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $28.52万 | 0.12% | 3,699 | 558 | 17.8% | $4.30万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $27.75万 | 0.11% | 450 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $27.61万 | 0.11% | 861 | 1 | 0.1% | $321 | 加仓 |
| CAT | CATERPILLAR INC | $26.15万 | 0.11% | 369 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $25.30万 | 0.10% | 3,510 | 2 | 0.1% | $144 | 加仓 |
| META | META PLATFORMS INC | $24.43万 | 0.10% | 427 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $24.27万 | 0.10% | 4,001 | -45 | -1.1% | -$2,729 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $23.23万 | 0.09% | 2,408 | -160 | -6.2% | -$1.54万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $22.58万 | 0.09% | 2,802 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $22.56万 | 0.09% | 2,241 | 48 | 2.2% | $4,832 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $22.05万 | 0.09% | 3,441 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $21.00万 | 0.09% | 732 | 732 | — | $21.00万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $20.22万 | 0.08% | 1,025 | 1,025 | — | $20.22万 | 新建仓 |
| TRIN | TRINITY CAP INC | $17.05万 | 0.07% | 11,589 | 717 | 6.6% | $1.05万 | 加仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -2,117 | -100.0% | -$21.34万 | 清仓 |