McAlister, Sweet & Associates, Inc.
HOUSTON TX · SEC CIK 0001774087
$1.87亿2026Q2 申报市值
41持仓数
75.9%前十大占比 · 第一大 33.0%
12 / 3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
SPY 加仓+$665.15万
SPCX 新建仓+$365.96万
FLHY 加仓+$124.71万
WDC 新建仓+$95.81万
EXXON MOBIL CORP 加仓+$74.79万
2026Q2 卖出最多 按季末市值估算
V 减仓-$376.61万
RSP 清仓-$348.18万
NVDA 减仓-$100.04万
CRWD 清仓-$27.33万
PLTR 清仓-$25.07万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -18,142 | -100.0% | -$348.18万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -700 | -100.0% | -$27.33万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,714 | -100.0% | -$25.07万 | 清仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $13.26万 | 0.07% | 10,031 | 10,031 | — | $13.26万 | 新建仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $14.21万 | 0.08% | 11,812 | 11,812 | — | $14.21万 | 新建仓 |
| META | META PLATFORMS INC | $20.17万 | 0.11% | 358 | -27 | -7.0% | -$1.52万 | 减仓 |
| GE | GE AEROSPACE | $21.53万 | 0.12% | 576 | 576 | — | $21.53万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $21.61万 | 0.12% | 7,343 | 7,343 | — | $21.61万 | 新建仓 |
| IVW | ISHARES TR | $21.80万 | 0.12% | 1,585 | 1,585 | — | $21.80万 | 新建仓 |
| RTX | RTX CORPORATION | $22.75万 | 0.12% | 1,199 | 1,199 | — | $22.75万 | 新建仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $23.31万 | 0.12% | 29,583 | 12,392 | 72.1% | $9.77万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.50万 | 0.13% | 492 | 492 | — | $23.50万 | 新建仓 |
| DGRW | WISDOMTREE TR | $25.82万 | 0.14% | 2,700 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $28.89万 | 0.15% | 5,439 | 5,439 | — | $28.89万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $29.79万 | 0.16% | 1,000 | 1,000 | — | $29.79万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $30.75万 | 0.16% | 1,700 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $33.48万 | 0.18% | 1,000 | 1,000 | — | $33.48万 | 新建仓 |
| V | VISA INC | $33.59万 | 0.18% | 979 | -10,977 | -91.8% | -$376.61万 | 减仓 |
| COWZ | PACER FDS TR | $35.98万 | 0.19% | 5,784 | -881 | -13.2% | -$5.48万 | 减仓 |
| ANGL | VANECK ETF TRUST | $55.03万 | 0.29% | 18,819 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $60.75万 | 0.32% | 1,214 | -269 | -18.1% | -$13.46万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $82.03万 | 0.44% | 5,191 | 325 | 6.7% | $5.14万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $83.68万 | 0.45% | 4,182 | -5,000 | -54.5% | -$100.04万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $95.81万 | 0.51% | 1,500 | 1,500 | — | $95.81万 | 新建仓 |
| GOOGL | ALPHABET INC | $128.75万 | 0.69% | 3,603 | -512 | -12.4% | -$18.30万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $176.80万 | 0.94% | 20,525 | 719 | 3.6% | $6.19万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $240.21万 | 1.28% | 2,081 | 565 | 37.3% | $65.22万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $365.96万 | 1.96% | 21,419 | 21,419 | — | $365.96万 | 新建仓 |
| BFEB | INNOVATOR ETFS TRUST | $368.44万 | 1.97% | 69,990 | 0 | 0.0% | — | 不变 |
| BNOV | INNOVATOR ETFS TRUST | $384.77万 | 2.06% | 80,480 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $463.30万 | 2.48% | 6,187 | 181 | 3.0% | $13.55万 | 加仓 |
| — | EXXON MOBIL CORP | $529.03万 | 2.83% | 38,694 | 5,470 | 16.5% | $74.79万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $531.42万 | 2.84% | 128,672 | 4,284 | 3.4% | $17.69万 | 加仓 |
| MSFT | MICROSOFT CORP | $545.81万 | 2.92% | 14,632 | -36 | -0.2% | -$1.34万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $564.02万 | 3.01% | 123,580 | -124 | -0.1% | -$5,659 | 减仓 |
| VXUS | VANGUARD STAR FDS | $607.96万 | 3.25% | 71,115 | 714 | 1.0% | $6.10万 | 加仓 |
| BA | BOEING CO | $625.36万 | 3.34% | 28,889 | -77 | -0.3% | -$1.67万 | 减仓 |
| AMZN | AMAZON COM INC | $689.88万 | 3.69% | 28,945 | 140 | 0.5% | $3.34万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $858.59万 | 4.59% | 160,155 | 5,388 | 3.5% | $28.89万 | 加仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $1,032.39万 | 5.52% | 425,028 | 51,343 | 13.7% | $124.71万 | 加仓 |
| AAPL | APPLE INC | $1,068.89万 | 5.71% | 36,940 | 78 | 0.2% | $2.26万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,075.04万 | 5.75% | 339,024 | 6,768 | 2.0% | $21.46万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,497.98万 | 8.01% | 20,342 | 436 | 2.2% | $32.11万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,178.85万 | 33.02% | 82,741 | 8,907 | 12.1% | $665.15万 | 加仓 |