13F 机构持仓

ALKEME WEALTH, LLC

SCOTTSDALE AZ · SEC CIK 0001752045

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.61亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

ICSH 5.2%
FFA 4.8%
BSV 4.4%
AAPL 4.1%
MSFT 2.9%
CSCO 2.6%
JNJ 2.6%
GD 2.6%
AFL 2.6%
SCHD 2.6%

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 4,7960.8% $9.78万 加仓
BSV VANGUARD BD INDEX FDS $1,082.00万4.42%137,992 6190.5% $4.85万 加仓
AAPL APPLE INC $1,014.38万4.14%39,969 3060.8% $7.77万 加仓
MSFT MICROSOFT CORP $710.01万2.90%19,181 6243.4% $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 3161.7% $10.85万 加仓
AFL AFLAC INC $629.10万2.57%57,342 8831.6% $9.69万 加仓
SCHD SCHWAB STRATEGIC TR $624.69万2.55%203,615 8,5304.4% $26.17万 加仓
CVX CHEVRON CORPORATION $576.14万2.35%27,846 7212.7% $14.92万 加仓
MCD MCDONALDS CORP $560.00万2.29%18,019 1100.6% $3.42万 加仓
PEP PEPSICO INC $509.24万2.08%32,793 1,1003.5% $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 3,5449.6% $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 1,0375.1% $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 4373.6% $15.38万 加仓
DFAI DIMENSIONAL ETF TRUST $428.20万1.75%109,908 17,83519.4% $69.49万 加仓
TXN TEXAS INSTRS INC $393.36万1.61%20,262 1,0875.7% $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 7583.7% $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 00.0% — 不变
WM WASTE MGMT INC DEL $327.59万1.34%14,256 5784.2% $13.28万 加仓
TRV TRAVELERS COMPANIES INC $322.67万1.32%11,062 3793.5% $11.05万 加仓
BAC BANK AMERICA CORP $316.08万1.29%64,837 00.0% — 不变
ORCL ORACLE CORP $308.28万1.26%20,956 1,6368.5% $24.07万 加仓
LMT LOCKHEED MARTIN CORP $293.17万1.20%4,851 1743.7% $10.52万 加仓
LIN LINDE PLC $281.85万1.15%5,685 72014.5% $35.70万 加仓
COP CONOCOPHILLIPS $274.27万1.12%20,778 40.0% $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 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $248.56万1.02%8,557 1,99930.5% $58.07万 加仓
KO COCA COLA CO $230.21万0.94%30,271 1,6425.7% $12.49万 加仓
ADP AUTOMATIC DATA PROCESSING IN $225.70万0.92%11,108 6596.3% $13.39万 加仓
ITW ILLINOIS TOOL WKS INC $216.89万0.89%8,333 4746.0% $12.34万 加仓
PG PROCTER & GAMBLE CO $205.96万0.84%14,259 2,03616.7% $29.41万 加仓
ADM ARCHER DANIELS MIDLAND CO $195.68万0.80%26,920 1,9727.9% $14.33万 加仓
CB CHUBB LTD SWITZ $187.96万0.77%5,767 00.0% — 不变
RTX RTX CORPORATION $181.44万0.74%9,406 110.1% $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 2,9367.4% $10.93万 加仓
SBUX STARBUCKS CORP $153.72万0.63%17,159 2,89120.3% $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 8,52725.9% $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 1,7175.1% $6.67万 加仓
PAYX PAYCHEX INC $134.23万0.55%14,571 1,74313.6% $16.06万 加仓
UNP UNION PAC CORP $130.55万0.53%5,381 00.0% — 不变
VOO VANGUARD INDEX FDS $129.55万0.53%2,168 00.0% — 不变
AMZN AMAZON COM INC $120.63万0.49%5,792 3817.0% $7.94万 加仓
T AT&T INC $120.30万0.49%41,498 1830.4% $5,305 加仓
MDT MEDTRONIC PLC $101.29万0.41%11,689 1,44614.1% $12.53万 加仓
VUSB VANGUARD BD INDEX FDS $95.82万0.39%19,247 7634.1% $3.80万 加仓
GLD SPDR GOLD TR $89.59万0.37%2,082 00.0% — 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 00.0% — 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 7,50892.3% $39.66万 加仓
SPY STATE STR SPDR S&P 500 ETF T $72.71万0.30%1,118 00.0% — 不变
NVDA NVIDIA CORPORATION $72.13万0.29%4,136 1,46654.9% $25.57万 加仓
UNH UNITEDHEALTH GROUP INC $70.17万0.29%2,593 1,21688.3% $32.90万 加仓
UPS UNITED PARCEL SVCS INC $65.18万0.27%6,625 00.0% — 不变
HRL HORMEL FOODS CORP $58.99万0.24%26,045 14,002116.3% $31.71万 加仓
COST COSTCO WHOLESALE CORPORATION $58.49万0.24%587 00.0% — 不变
JPM JPMORGAN CHASE & CO $55.57万0.23%1,889 10.1% $294 加仓
— DIMENSIONAL ETF TRUST $54.48万0.22%8,723 290.3% $1,811 加仓
HD HOME DEPOT INC $54.08万0.22%1,644 43335.8% $14.24万 加仓
INTC INTEL CORP $53.91万0.22%12,216 00.0% — 不变
NVO NOVO-NORDISK A S $53.57万0.22%14,577 9,682197.8% $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%9,451 190.2% $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 00.0% — 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 00.0% — 不变
NEE NEXTERA ENERGY INC $35.55万0.15%3,828 00.0% — 不变
V VISA INC $32.54万0.13%1,077 25030.2% $7.55万 加仓
VXUS VANGUARD STAR FDS $28.52万0.12%3,699 55817.8% $4.30万 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $27.75万0.11%450 00.0% — 不变
VTI VANGUARD INDEX FDS $27.61万0.11%861 10.1% $321 加仓
CAT CATERPILLAR INC $26.15万0.11%369 00.0% — 不变
— DIMENSIONAL ETF TRUST $25.30万0.10%3,510 20.1% $144 加仓
META META PLATFORMS INC $24.43万0.10%427 00.0% — 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 00.0% — 不变
SGOV ISHARES TR $22.56万0.09%2,241 482.2% $4,832 加仓
VEA VANGUARD TAX-MANAGED FDS $22.05万0.09%3,441 00.0% — 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 7176.6% $1.05万 加仓
CLX CLOROX CO DEL $00.00%0 -2,117-100.0% -$21.34万 清仓