ALTERNA WEALTH MANAGEMENT, INC
HOUSTON TX · SEC CIK 0001767699
$1.32亿2026Q1 申报市值
105持仓数
38.9%前十大占比 · 第一大 5.6%
12 / 9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
IUSB 加仓+$193.28万
GOVT 加仓+$188.13万
IVW 加仓+$135.49万
IEMG 加仓+$125.72万
IAGG 加仓+$114.10万
2026Q1 卖出最多 按季末市值估算
SHV 减仓-$112.69万
AGG 清仓-$78.16万
SPY 减仓-$58.99万
MU 清仓-$54.23万
EWJ 减仓-$47.30万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR STATE STREETTECHNOLOGY SELECT | $260.06万 | 1.97% | 19,568 | -2,112 | -9.7% | -$28.07万 | 减仓 |
| LQD | ISHARES TR IBOXX USD INVT GRADE CORP BDETF | $267.33万 | 2.02% | 24,528 | 1,914 | 8.5% | $20.86万 | 加仓 |
| QUAL | ISHARES TR MSCI USA QUALITY FACTOR ETF | $274.98万 | 2.08% | 14,336 | -42 | -0.3% | -$8,056 | 减仓 |
| AAPL | APPLE INC COM | $287.75万 | 2.18% | 11,338 | 90 | 0.8% | $2.28万 | 加仓 |
| GOVT | ISHARES TR U S TREAS BD ETF | $295.06万 | 2.24% | 128,790 | 82,115 | 175.9% | $188.13万 | 加仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $305.40万 | 2.31% | 5,291 | 384 | 7.8% | $22.16万 | 加仓 |
| IVV | ISHARES TR CORE S&P 500 ETF | $367.75万 | 2.79% | 5,630 | 1,176 | 26.4% | $76.82万 | 加仓 |
| IAGG | ISHARES TR CORE INTL AGGREGATE BD ETF | $379.82万 | 2.88% | 75,903 | 22,801 | 42.9% | $114.10万 | 加仓 |
| IVW | ISHARES TR S&P 500 GROWTH ETF | $471.29万 | 3.57% | 41,667 | 11,979 | 40.3% | $135.49万 | 加仓 |
| SGOV | ISHARES TR ISHARES 0-3 MNTH TREAS BDETF | $478.83万 | 3.63% | 47,570 | 9,735 | 25.7% | $97.99万 | 加仓 |
| IEMG | ISHARES INC CORE MSCI EMERGING MKTSETF | $517.56万 | 3.92% | 74,202 | 18,024 | 32.1% | $125.72万 | 加仓 |
| IUSB | ISHARES TR CORE UNIVERSAL USD BD ETF | $561.44万 | 4.25% | 121,551 | 41,845 | 52.5% | $193.28万 | 加仓 |
| SHV | ISHARES TR 0-1 YR TREAS BD ETF | $619.24万 | 4.69% | 56,096 | -10,208 | -15.4% | -$112.69万 | 减仓 |
| SHY | ISHARES TR 1-3 YR TREAS BD ETF | $689.98万 | 5.23% | 83,563 | 7,620 | 10.0% | $62.92万 | 加仓 |
| SLQD | ISHARES TR 0-5 YR INVT GRADE CORP BDETF | $742.31万 | 5.62% | 147,022 | -2,081 | -1.4% | -$10.51万 | 减仓 |