ALTERNA WEALTH MANAGEMENT, INC
HOUSTON TX · SEC CIK 0001767699
$1.74亿2026Q2 申报市值
109持仓数
40.1%前十大占比 · 第一大 6.7%
18 / 15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
IUSB 加仓+$610.80万
IVV 加仓+$466.27万
GOVT 加仓+$362.48万
JEPQ 新建仓+$307.23万
JEPI 新建仓+$300.77万
2026Q2 卖出最多 按季末市值估算
OEF 减仓-$185.15万
LQD 减仓-$153.18万
SLQD 减仓-$137.67万
EFV 减仓-$122.05万
ITA 减仓-$96.70万
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 |
|---|---|---|---|---|---|---|---|---|
| EMB | ISHARES TR | $237.78万 | 1.36% | 24,656 | 19,002 | 336.1% | $183.25万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $250.80万 | 1.44% | 36,878 | 11,985 | 48.1% | $81.51万 | 加仓 |
| ISHG | ISHARES TR | $257.42万 | 1.48% | 34,672 | 34,672 | — | $257.42万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $262.02万 | 1.50% | 82,448 | 71,306 | 640.0% | $226.61万 | 加仓 |
| SHYG | ISHARES TR | $275.61万 | 1.58% | 64,987 | 34,805 | 115.3% | $147.61万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $293.21万 | 1.68% | 15,390 | -4,178 | -21.4% | -$79.60万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $294.70万 | 1.69% | 56,304 | 14,095 | 33.4% | $73.77万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $298.48万 | 1.71% | 3,997 | 83 | 2.1% | $6.20万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $300.77万 | 1.73% | 53,253 | 53,253 | — | $300.77万 | 新建仓 |
| AAPL | APPLE INC | $304.64万 | 1.75% | 10,528 | -810 | -7.1% | -$23.44万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $307.23万 | 1.76% | 49,989 | 49,989 | — | $307.23万 | 新建仓 |
| IAGG | ISHARES TR | $309.59万 | 1.78% | 61,183 | -14,720 | -19.4% | -$74.48万 | 减仓 |
| MTUM | ISHARES TR | $361.63万 | 2.08% | 10,548 | 1,306 | 14.1% | $44.77万 | 加仓 |
| QQQ | INVESCO QQQ TR | $461.59万 | 2.65% | 6,268 | 977 | 18.5% | $71.95万 | 加仓 |
| MBB | ISHARES TR | $464.11万 | 2.66% | 49,102 | 25,477 | 107.8% | $240.81万 | 加仓 |
| SGOV | ISHARES TR | $495.22万 | 2.84% | 49,193 | 1,623 | 3.4% | $16.34万 | 加仓 |
| IEMG | ISHARES INC | $599.07万 | 3.44% | 72,316 | -1,886 | -2.5% | -$15.62万 | 减仓 |
| SHV | ISHARES TR | $601.87万 | 3.45% | 54,542 | -1,554 | -2.8% | -$17.15万 | 减仓 |
| SLQD | ISHARES TR | $602.88万 | 3.46% | 119,691 | -27,331 | -18.6% | -$137.67万 | 减仓 |
| GOVT | ISHARES TR | $655.86万 | 3.76% | 287,911 | 159,121 | 123.6% | $362.48万 | 加仓 |
| SHY | ISHARES TR | $752.87万 | 4.32% | 91,691 | 8,128 | 9.7% | $66.74万 | 加仓 |
| IVW | ISHARES TR | $761.87万 | 4.37% | 55,397 | 13,730 | 33.0% | $188.83万 | 加仓 |
| IVV | ISHARES TR | $887.90万 | 5.09% | 11,856 | 6,226 | 110.6% | $466.27万 | 加仓 |
| IUSB | ISHARES TR | $1,171.76万 | 6.72% | 253,902 | 132,351 | 108.9% | $610.80万 | 加仓 |