McAlister, Sweet & Associates, Inc.
HOUSTON TX · SEC CIK 0001774087
$1.61亿2026Q1 申报市值
32持仓数
73.8%前十大占比 · 第一大 29.9%
8 / 2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
SPY 加仓+$1,166.64万
QQQ 新建仓+$1,148.93万
SCHD 加仓+$942.45万
FLHY 新建仓+$902.08万
XLF 新建仓+$764.08万
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$627.48万
BRK/B 减仓-$490.70万
RSP 减仓-$407.60万
PFEB 清仓-$329.92万
EXXON MOBIL CORP 减仓-$36.65万
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 |
|---|---|---|---|---|---|---|---|---|
| PFEB | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -81,024 | -100.0% | -$329.92万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -791 | -100.0% | -$20.95万 | 清仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $12.96万 | 0.08% | 17,191 | 17,191 | — | $12.96万 | 新建仓 |
| META | META PLATFORMS INC | $22.03万 | 0.14% | 385 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $23.72万 | 0.15% | 2,700 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.07万 | 0.16% | 1,714 | 514 | 42.8% | $7.52万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $27.33万 | 0.17% | 700 | 700 | — | $27.33万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $28.11万 | 0.18% | 1,700 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $41.70万 | 0.26% | 6,665 | 757 | 12.8% | $4.74万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $51.22万 | 0.32% | 1,516 | 1,516 | — | $51.22万 | 新建仓 |
| ANGL | VANECK ETF TRUST | $54.05万 | 0.34% | 18,819 | 3,768 | 25.0% | $10.82万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $71.07万 | 0.44% | 1,483 | -10,240 | -87.3% | -$490.70万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $72.07万 | 0.45% | 4,866 | -32 | -0.7% | -$4,739 | 减仓 |
| GOOGL | ALPHABET INC | $118.33万 | 0.74% | 4,115 | -21,822 | -84.1% | -$627.48万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $144.18万 | 0.90% | 3,301 | 2 | 0.1% | $874 | 加仓 |
| NVDA | NVIDIA CORPORATION | $160.13万 | 1.00% | 9,182 | 750 | 8.9% | $13.08万 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $333.87万 | 2.08% | 69,990 | 69,990 | — | $333.87万 | 新建仓 |
| BNOV | INNOVATOR ETFS TRUST | $346.25万 | 2.16% | 80,480 | -85 | -0.1% | -$3,657 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $348.18万 | 2.17% | 18,142 | -21,238 | -53.9% | -$407.60万 | 减仓 |
| V | VISA INC | $361.36万 | 2.25% | 11,956 | 10,948 | 1,086.1% | $330.89万 | 加仓 |
| IVV | ISHARES TR | $392.29万 | 2.44% | 6,006 | -10 | -0.2% | -$6,532 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $496.81万 | 3.09% | 124,388 | -131 | -0.1% | -$5,232 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $528.46万 | 3.29% | 123,704 | -125 | -0.1% | -$5,340 | 减仓 |
| VXUS | VANGUARD STAR FDS | $542.86万 | 3.38% | 70,401 | -2,626 | -3.6% | -$20.25万 | 重新持有 |
| MSFT | MICROSOFT CORP | $542.97万 | 3.38% | 14,668 | 649 | 4.6% | $24.02万 | 加仓 |
| — | EXXON MOBIL CORP | $563.68万 | 3.51% | 33,224 | -2,160 | -6.1% | -$36.65万 | 减仓 |
| BA | BOEING CO | $576.51万 | 3.59% | 28,966 | 28,966 | — | $576.51万 | 新建仓 |
| AMZN | AMAZON COM INC | $599.92万 | 3.74% | 28,805 | 1,200 | 4.3% | $24.99万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $764.08万 | 4.76% | 154,767 | 154,767 | — | $764.08万 | 新建仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $902.08万 | 5.62% | 373,685 | 373,685 | — | $902.08万 | 新建仓 |
| AAPL | APPLE INC | $935.51万 | 5.83% | 36,862 | 902 | 2.5% | $22.89万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,019.36万 | 6.35% | 332,256 | 307,186 | 1,225.3% | $942.45万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,148.93万 | 7.16% | 19,906 | 19,906 | — | $1,148.93万 | 新建仓 |
| SPY | SPDR S&P 500 ETF TR | $4,801.72万 | 29.90% | 73,834 | 17,939 | 32.1% | $1,166.64万 | 加仓 |