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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| IUSB | ISHARES TR CORE UNIVERSAL USD BD ETF | $561.44万 | 4.25% | 121,551 | 41,845 | 52.5% | $193.28万 | 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 |
| 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 |
| IVW | ISHARES TR S&P 500 GROWTH ETF | $471.29万 | 3.57% | 41,667 | 11,979 | 40.3% | $135.49万 | 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 |
| IVV | ISHARES TR CORE S&P 500 ETF | $367.75万 | 2.79% | 5,630 | 1,176 | 26.4% | $76.82万 | 加仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $305.40万 | 2.31% | 5,291 | 384 | 7.8% | $22.16万 | 加仓 |
| GOVT | ISHARES TR U S TREAS BD ETF | $295.06万 | 2.24% | 128,790 | 82,115 | 175.9% | $188.13万 | 加仓 |
| AAPL | APPLE INC COM | $287.75万 | 2.18% | 11,338 | 90 | 0.8% | $2.28万 | 加仓 |
| QUAL | ISHARES TR MSCI USA QUALITY FACTOR ETF | $274.98万 | 2.08% | 14,336 | -42 | -0.3% | -$8,056 | 减仓 |
| 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 |
| XLK | SELECT SECTOR SPDR TR STATE STREETTECHNOLOGY SELECT | $260.06万 | 1.97% | 19,568 | -2,112 | -9.7% | -$28.07万 | 减仓 |
| GLD | SPDR GOLD TR GOLD SHS | $258.39万 | 1.96% | 6,005 | 270 | 4.7% | $11.62万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | $254.54万 | 1.93% | 3,914 | -907 | -18.8% | -$58.99万 | 减仓 |
| EFV | ISHARES TR MSCI EAFE VALUE ETF | $240.47万 | 1.82% | 32,343 | 5,919 | 22.4% | $44.01万 | 加仓 |
| MBB | ISHARES TR MBS ETF | $224.32万 | 1.70% | 23,625 | 6,696 | 39.6% | $63.58万 | 加仓 |
| MTUM | ISHARES TR MSCI USA MOMENTUM FACTOR ETF | $221.80万 | 1.68% | 9,242 | 2,615 | 39.5% | $62.76万 | 加仓 |
| BINC | BLACKROCK ETF TR II ISHARES FLEXIBLEINCOME ACTIVE ETF | $219.19万 | 1.66% | 42,209 | 18,595 | 78.7% | $96.56万 | 加仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF SHS NEW | $200.59万 | 1.52% | 3,357 | 1 | 0.0% | $598 | 加仓 |
| IAU | ISHARES GOLD TR ISHARES NEW | $189.82万 | 1.44% | 21,531 | 691 | 3.3% | $6.09万 | 加仓 |
| IVE | ISHARES TR S&P 500 VALUE ETF | $187.15万 | 1.42% | 8,864 | 1,160 | 15.1% | $24.49万 | 加仓 |
| OEF | ISHARES TR S&P 100 ETF | $185.05万 | 1.40% | 5,818 | -375 | -6.1% | -$11.93万 | 减仓 |
| SLV | ISHARES SILVER TR ISHARES | $166.29万 | 1.26% | 24,404 | 14,499 | 146.4% | $98.79万 | 加仓 |
| AMZN | AMAZON COM INC COM | $153.93万 | 1.17% | 7,391 | 204 | 2.8% | $4.25万 | 加仓 |
| TLH | ISHARES TR 10-20 YR TREAS BD ETF | $149.67万 | 1.13% | 14,860 | 2,662 | 21.8% | $26.81万 | 加仓 |
| SYSB | ISHARES TR SYSTEMATIC BD ETF | $148.61万 | 1.13% | 16,698 | 12,069 | 260.7% | $107.41万 | 加仓 |
| DYNF | BLACKROCK ETF TR ISHARES U S EQUITYFACTOR ROTATION | $144.83万 | 1.10% | 24,893 | 2,281 | 10.1% | $13.27万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $131.21万 | 0.99% | 4,574 | -291 | -6.0% | -$8.35万 | 减仓 |
| META | META PLATFORMS INC CL A | $130.96万 | 0.99% | 2,289 | 395 | 20.9% | $22.60万 | 加仓 |
| SHYG | ISHARES TR 0-5 YR HIGH YIELD CORP BDETF | $127.70万 | 0.97% | 30,182 | -2,997 | -9.0% | -$12.68万 | 减仓 |
| NVDA | NVIDIA CORP COM | $125.85万 | 0.95% | 7,216 | 1,425 | 24.6% | $24.85万 | 加仓 |
| DVY | ISHARES TR SELECT DIVID ETF FD | $120.48万 | 0.91% | 7,957 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR US AEROSPACE & DEFENSEETF | $116.20万 | 0.88% | 5,312 | 1,236 | 30.3% | $27.04万 | 加仓 |
| IBDT | ISHARES TR IBONDS DEC 2028 TERMCORPORATE ETF | $102.18万 | 0.77% | 40,339 | 1,051 | 2.7% | $2.66万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $96.29万 | 0.73% | 2,601 | 698 | 36.7% | $25.84万 | 加仓 |
| IBIT | ISHARES BITCOIN TR ETF SHS BEN INT | $91.41万 | 0.69% | 23,792 | 12,939 | 119.2% | $49.71万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR STATE STREETENERGY SELECT SECTOR | $90.26万 | 0.68% | 14,733 | 704 | 5.0% | $4.31万 | 加仓 |
| MINT | PIMCO ETF TR ENHANCED SHORT MATACTIVE ETF | $89.91万 | 0.68% | 8,940 | 470 | 5.5% | $4.73万 | 加仓 |
| IBDS | ISHARES TR IBONDS DEC 2027 TERMCORPORATE ETF | $88.85万 | 0.67% | 36,654 | 1,081 | 3.0% | $2.62万 | 加仓 |
| ILOW | AB ACTIVE ETFS INC INTL LOW VOL EQUITYETF | $85.07万 | 0.64% | 19,941 | -3,632 | -15.4% | -$15.49万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR STATE STREETCONSUMER STAPLES | $85.06万 | 0.64% | 10,376 | 2,792 | 36.8% | $22.89万 | 加仓 |
| EFG | ISHARES TR MSCI EAFE GROWTH ETF | $80.13万 | 0.61% | 7,195 | 5,249 | 269.7% | $58.45万 | 加仓 |
| IBDU | ISHARES TR IBONDS DEC 2029 TERMCORPORATE ETF | $79.27万 | 0.60% | 34,078 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE-TRADED FDTR S&P 500 EQUAL | $67.57万 | 0.51% | 3,521 | -1,572 | -30.9% | -$30.17万 | 减仓 |
| VLUE | ISHARES TR MSCI USA VALUE FACTOR ETF | $64.53万 | 0.49% | 4,538 | -155 | -3.3% | -$2.20万 | 减仓 |
| BAI | BLACKROCK ETF TR ISHARES A IINNOVATION & TECH | $61.88万 | 0.47% | 18,779 | 4,313 | 29.8% | $14.21万 | 加仓 |
| GOOGL | ALPHABET INC CL A | $60.94万 | 0.46% | 2,119 | -28 | -1.3% | -$8,052 | 减仓 |
| STIP | ISHARES TR 0-5 YR TIPS BD ETF | $60.62万 | 0.46% | 5,861 | -1,621 | -21.7% | -$16.77万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $60.43万 | 0.46% | 1,261 | -292 | -18.8% | -$13.99万 | 减仓 |
| EFA | ISHARES TR MSCI EAFE ETF | $60.13万 | 0.46% | 6,191 | 2,855 | 85.6% | $27.73万 | 重新持有 |
| USIG | ISHARES TR BROAD USD INBD ETFVT GRADECORP BD ETF | $58.20万 | 0.44% | 11,361 | -52 | -0.5% | -$2,664 | 减仓 |
| THRO | BLACKROCK ETF TR ISHARES U S THEMATICROTATION ACTIVE ETF | $57.94万 | 0.44% | 15,997 | 4,547 | 39.7% | $16.47万 | 加仓 |
| EMB | ISHARES TR JPMORGAN USD EMERGING MKTS BDETF | $53.11万 | 0.40% | 5,654 | -3,246 | -36.5% | -$30.49万 | 减仓 |
| USMV | ISHARES TR MSCI USA MINIMUM VOLATILITYFACTOR ETF | $50.33万 | 0.38% | 5,427 | -395 | -6.8% | -$3.66万 | 减仓 |
| SYFI | AB ACTIVE ETFS INC SHORT DURATION HIGHYIELD ETF | $50.26万 | 0.38% | 14,149 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR IBONDS DEC 2026 TERM CORPETF | $45.36万 | 0.34% | 18,714 | -4,288 | -18.6% | -$10.39万 | 减仓 |
| ICSH | ISHARES TR ISHARES ULTRA DURATION BDACTIVE ETF | $43.87万 | 0.33% | 8,667 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC MSCI JAPAN ETF NEW | $43.77万 | 0.33% | 5,184 | -5,602 | -51.9% | -$47.30万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ETF SHS NEW | $43.67万 | 0.33% | 14,560 | -689 | -4.5% | -$2.07万 | 减仓 |
| — | EXXON MOBIL CORP COM | $43.55万 | 0.33% | 2,567 | 2,567 | — | $43.55万 | 新建仓 |
| IYH | ISHARES TR U S HEALTHCARE ETF | $43.49万 | 0.33% | 7,055 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR U S TECHNOLOGY ETF | $43.18万 | 0.33% | 2,380 | -40 | -1.7% | -$7,257 | 减仓 |
| DGRO | ISHARES TR CORE DIVID GROWTH ETF | $41.20万 | 0.31% | 5,871 | -292 | -4.7% | -$2.05万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR STATE STREET FINLSELECT SECTOR SPDR | $40.78万 | 0.31% | 8,260 | -1,026 | -11.0% | -$5.07万 | 减仓 |
| AGQ | PROSHARES TR II ULTRA SILVER NEW | $37.12万 | 0.28% | 3,106 | 3,106 | — | $37.12万 | 新建仓 |
| GBIL | GOLDMAN SACHS ETF TR TR ACCESS TREASURY0-1 YR ETF | $36.81万 | 0.28% | 3,674 | -2,708 | -42.4% | -$27.13万 | 减仓 |
| BLCR | BLACKROCK ETF TR ISHARES LARGE CAPCORE ACTIVE ETF | $36.80万 | 0.28% | 8,962 | 8,962 | — | $36.80万 | 新建仓 |
| IDEF | BLACKROCK ETF TR ISHARES DEFENSEINDLS ACTIVE ETF | $36.46万 | 0.28% | 11,142 | 11,142 | — | $36.46万 | 新建仓 |
| IBTH | ISHARES TR IBONDS DEC 2027 TERMTREASURY ETF | $35.86万 | 0.27% | 15,986 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $35.30万 | 0.27% | 1,168 | 50 | 4.5% | $1.51万 | 加仓 |
| ICVT | ISHARES TR CONV BD ETF | $35.12万 | 0.27% | 3,450 | -618 | -15.2% | -$6.29万 | 减仓 |
| AGGY | WISDOMTREE TR YIELD ENHANCED U SAGGREGATE BD FD | $34.64万 | 0.26% | 7,973 | -473 | -5.6% | -$2.06万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS DIVIDAPPRECIATION ETF SHS | $34.15万 | 0.26% | 1,588 | -794 | -33.3% | -$17.08万 | 减仓 |
| IWF | ISHARES TR RUSSELL 1000 GROWTH ETF | $33.64万 | 0.25% | 789 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $32.35万 | 0.25% | 2,603 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $29.79万 | 0.23% | 2,025 | 900 | 80.0% | $13.24万 | 加仓 |
| IBMO | ISHARES TR IBONDS DECEMBER 2026 TERMMUNI BD ETF | $29.72万 | 0.23% | 11,594 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES TR IBONDS DEC 2028 TERMTREASURY ETF | $29.35万 | 0.22% | 13,172 | 13,172 | — | $29.35万 | 新建仓 |
| TSLA | TESLA INC COM | $28.44万 | 0.22% | 765 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $28.10万 | 0.21% | 955 | -95 | -9.0% | -$2.79万 | 减仓 |
| — | INNOVATOR ETFS TR GROWTH 100 PWRBUFFER ETF AUG | $28.05万 | 0.21% | 9,691 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TR U S EQUITY ULTRABUFFER ETF - AUGUST | $27.62万 | 0.21% | 7,021 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS VANGUARD TOTAL STKMKT ETF | $26.63万 | 0.20% | 830 | -29 | -3.4% | -$9,303 | 减仓 |
| IDV | ISHARES TR INTL SELECT DIVID ETFINDEX FD | $26.35万 | 0.20% | 6,191 | -5,731 | -48.1% | -$24.39万 | 减仓 |
| NKE | NIKE INC CL B | $26.30万 | 0.20% | 4,980 | 250 | 5.3% | $1.32万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE-TRADED FDTR INCOME ETF | $26.08万 | 0.20% | 5,661 | 704 | 14.2% | $3.24万 | 加仓 |
| IEUR | ISHARES TR ISHARES CORE MSCI EUROPE ETF | $25.89万 | 0.20% | 3,685 | -458 | -11.1% | -$3.22万 | 减仓 |
| — | HOTEL101 GLOBAL HLDGS CORP SHSISIN#KYG461271093 | $24.98万 | 0.19% | 32,439 | 11,855 | 57.6% | $9.13万 | 加仓 |
| QQQI | NEOS ETF TR NASDAQ 100 HIGH INCOME ETF | $24.03万 | 0.18% | 4,836 | 4,836 | — | $24.03万 | 新建仓 |
| IJR | ISHARES TR CORE S&P SMALL-CAP ETF | $23.73万 | 0.18% | 1,909 | -487 | -20.3% | -$6.05万 | 重新持有 |
| ASML | ASML HLDG N V N Y REGISTRY SHS NEW2012 | $22.85万 | 0.17% | 173 | 173 | — | $22.85万 | 新建仓 |
| MUB | ISHARES TR NATL MUN BD ETF FD | $22.72万 | 0.17% | 2,140 | 244 | 12.9% | $2.59万 | 加仓 |
| PHO | INVESCO EXCHANGE-TRADED FDTR WATER RES ETF | $22.65万 | 0.17% | 3,388 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR NASDAQ TOP 30 STOCKS ETF | $22.26万 | 0.17% | 7,434 | 7,434 | — | $22.26万 | 新建仓 |
| CVX | CHEVRON CORP NEW COM | $21.95万 | 0.17% | 1,061 | 1,061 | — | $21.95万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG CO SPONSOREDADR | $21.76万 | 0.16% | 644 | -95 | -12.9% | -$3.21万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $20.65万 | 0.16% | 1,015 | -253 | -20.0% | -$5.15万 | 减仓 |