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 |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | $22.41万 | 0.13% | 1,511 | -398 | -20.8% | -$5.90万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $22.08万 | 0.13% | 430 | 60 | 16.2% | $3.08万 | 重新持有 |
| JPM | JPMORGAN CHASE & CO | $21.45万 | 0.12% | 655 | -300 | -31.4% | -$9.82万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $21.35万 | 0.12% | 1,901 | 1,901 | — | $21.35万 | 新建仓 |
| STUB | STUBHUB HLDGS INC | $18.02万 | 0.10% | 14,000 | -5,000 | -26.3% | -$6.43万 | 减仓 |
| — | HOTEL101 GLOBAL HOLDINGS COR | $16.88万 | 0.10% | 32,439 | 0 | 0.0% | — | 不变 |
| CX | CEMEX SA EURO MTN BE 144A | $12.86万 | 0.07% | 10,720 | -449 | -4.0% | -$5,388 | 减仓 |
| — | RIVERNORTH OPPORTUNITIES FD | $12.83万 | 0.07% | 11,007 | 11,007 | — | $12.83万 | 新建仓 |
| — | LEXINFINTECH HLDGS LTD | $2.96万 | 0.02% | 15,000 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR STATE STREETENERGY SELECT SECTOR | $0 | 0.00% | 0 | -14,733 | -100.0% | -$90.26万 | 清仓 |
| VLUE | ISHARES TR MSCI USA VALUE FACTOR ETF | $0 | 0.00% | 0 | -4,538 | -100.0% | -$64.53万 | 清仓 |
| EFA | ISHARES TR MSCI EAFE ETF | $0 | 0.00% | 0 | -6,191 | -100.0% | -$60.13万 | 清仓 |
| SYFI | AB ACTIVE ETFS INC SHORT DURATION HIGHYIELD ETF | $0 | 0.00% | 0 | -14,149 | -100.0% | -$50.26万 | 清仓 |
| ICSH | ISHARES TR ISHARES ULTRA DURATION BDACTIVE ETF | $0 | 0.00% | 0 | -8,667 | -100.0% | -$43.87万 | 清仓 |
| IYW | ISHARES TR U S TECHNOLOGY ETF | $0 | 0.00% | 0 | -2,380 | -100.0% | -$43.18万 | 清仓 |
| DGRO | ISHARES TR CORE DIVID GROWTH ETF | $0 | 0.00% | 0 | -5,871 | -100.0% | -$41.20万 | 清仓 |
| AGQ | PROSHARES TR II ULTRA SILVER NEW | $0 | 0.00% | 0 | -3,106 | -100.0% | -$37.12万 | 清仓 |
| IWF | ISHARES TR RUSSELL 1000 GROWTH ETF | $0 | 0.00% | 0 | -3,156 | -100.0% | -$33.64万 | 清仓 |
| IBMO | ISHARES TR IBONDS DECEMBER 2026 TERMMUNI BD ETF | $0 | 0.00% | 0 | -11,594 | -100.0% | -$29.72万 | 清仓 |
| IDV | ISHARES TR INTL SELECT DIVID ETFINDEX FD | $0 | 0.00% | 0 | -6,191 | -100.0% | -$26.35万 | 清仓 |
| QQQI | NEOS ETF TR NASDAQ 100 HIGH INCOME ETF | $0 | 0.00% | 0 | -4,836 | -100.0% | -$24.03万 | 清仓 |
| PHO | INVESCO EXCHANGE-TRADED FDTR WATER RES ETF | $0 | 0.00% | 0 | -3,388 | -100.0% | -$22.65万 | 清仓 |
| CVX | CHEVRON CORP NEW COM | $0 | 0.00% | 0 | -1,061 | -100.0% | -$21.95万 | 清仓 |
| TBLA | TABOOLA COM LTD ORD SHSISIN#IL0011754137 | $0 | 0.00% | 0 | -31,000 | -100.0% | -$9.61万 | 清仓 |