Realta Investment Advisors
WILMINGTON DE · SEC CIK 0001776792
$3.22亿2026Q2 申报市值
375持仓数
31.6%前十大占比 · 第一大 7.1%
50 / 46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
VRT 新建仓+$171.49万
LLY 加仓+$121.62万
VOO 加仓+$104.33万
NOW 新建仓+$101.95万
UNH 加仓+$97.13万
2026Q2 卖出最多 按季末市值估算
LRCX 重新持有-$360.53万
JPM 清仓-$167.41万
AMD 减仓-$138.78万
MOAT 减仓-$137.62万
AMGN 清仓-$116.05万
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 |
|---|---|---|---|---|---|---|---|---|
| C | CITIGROUP INC | $22.46万 | 0.07% | 1,605 | -2,946 | -64.7% | -$41.23万 | 减仓 |
| QYLD | GLOBAL X FDS | $21.97万 | 0.07% | 11,920 | 829 | 7.5% | $1.53万 | 加仓 |
| BWX | SPDR SERIES TRUST | $21.93万 | 0.07% | 10,114 | -245 | -2.4% | -$5,312 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $21.56万 | 0.07% | 1,075 | 1,075 | — | $21.56万 | 新建仓 |
| T | AT&T INC | $21.34万 | 0.07% | 10,307 | -4,747 | -31.5% | -$9.83万 | 减仓 |
| JOBY | JOBY AVIATION INC | $20.99万 | 0.07% | 23,535 | 2,500 | 11.9% | $2.23万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $20.90万 | 0.06% | 9,897 | 1,817 | 22.5% | $3.84万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $20.85万 | 0.06% | 8,172 | -160 | -1.9% | -$4,083 | 减仓 |
| EWY | ISHARES INC | $20.83万 | 0.06% | 1,032 | 1,032 | — | $20.83万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $20.66万 | 0.06% | 735 | 735 | — | $20.66万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.45万 | 0.06% | 4,830 | -5,841 | -54.7% | -$24.73万 | 减仓 |
| SBUX | STARBUCKS CORP | $20.24万 | 0.06% | 1,981 | -1,594 | -44.6% | -$16.29万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $20.06万 | 0.06% | 1,858 | 1,858 | — | $20.06万 | 新建仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $19.91万 | 0.06% | 15,554 | 0 | 0.0% | — | 不变 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $19.72万 | 0.06% | 16,996 | 100 | 0.6% | $1,160 | 加仓 |
| MTUM | ISHARES TR | $19.16万 | 0.06% | 559 | 316 | 130.0% | $10.83万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $18.18万 | 0.06% | 1,710 | 1,710 | — | $18.18万 | 新建仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $17.53万 | 0.05% | 12,250 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH INC | $17.26万 | 0.05% | 20,350 | 20,350 | — | $17.26万 | 新建仓 |
| — | COHEN & STEERS TOTAL RETURN | $17.23万 | 0.05% | 15,218 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $16.84万 | 0.05% | 395 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $15.96万 | 0.05% | 969 | -159 | -14.1% | -$2.62万 | 减仓 |
| DGRO | ISHARES TR | $15.49万 | 0.05% | 2,044 | 1,638 | 403.4% | $12.41万 | 加仓 |
| — | NUVEEN N Y MUN VALUE FD | $15.15万 | 0.05% | 17,338 | 0 | 0.0% | — | 不变 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $15.00万 | 0.05% | 13,652 | 0 | 0.0% | — | 不变 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $14.75万 | 0.05% | 13,275 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $14.60万 | 0.05% | 1,062 | 1 | 0.1% | $137 | 加仓 |
| VLUE | ISHARES TR | $14.33万 | 0.04% | 717 | 0 | 0.0% | — | 不变 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $13.68万 | 0.04% | 11,495 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $13.62万 | 0.04% | 5,810 | -198 | -3.3% | -$4,641 | 减仓 |
| ONDS | ONDAS INC | $13.60万 | 0.04% | 16,500 | 16,500 | — | $13.60万 | 新建仓 |
| EMXC | ISHARES INC | $13.42万 | 0.04% | 1,312 | 1,312 | — | $13.42万 | 新建仓 |
| MUB | ISHARES TR | $12.95万 | 0.04% | 1,203 | -50 | -4.0% | -$5,381 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $12.90万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $12.84万 | 0.04% | 16,295 | 387 | 2.4% | $3,050 | 加仓 |
| EIM | EATON VANCE MUN BD FD | $12.41万 | 0.04% | 12,461 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $10.97万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $10.61万 | 0.03% | 166 | 100 | 151.5% | $6.39万 | 加仓 |
| GOVT | ISHARES TR | $10.09万 | 0.03% | 4,430 | 4,427 | 147,566.7% | $10.08万 | 加仓 |
| LIT | GLOBAL X FDS | $9.93万 | 0.03% | 1,268 | 37 | 3.0% | $2,896 | 加仓 |
| DSM | BNY MELLON STRATEGIC MUN BD | $9.38万 | 0.03% | 15,247 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $9.31万 | 0.03% | 588 | 0 | 0.0% | — | 不变 |
| MLRG | ISHARES TR | $9.25万 | 0.03% | 892 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $9.00万 | 0.03% | 297 | -90 | -23.3% | -$2.73万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $8.92万 | 0.03% | 1,176 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $8.78万 | 0.03% | 2,070 | 135 | 7.0% | $5,725 | 加仓 |
| IYW | ISHARES TR | $8.45万 | 0.03% | 335 | -17 | -4.8% | -$4,288 | 减仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $8.44万 | 0.03% | 2,155 | 1,995 | 1,246.9% | $7.81万 | 加仓 |
| IBB | ISHARES TR | $8.27万 | 0.03% | 435 | -21 | -4.6% | -$3,994 | 减仓 |
| EFA | ISHARES TR | $8.12万 | 0.03% | 782 | -108 | -12.1% | -$1.12万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $8.02万 | 0.02% | 832 | -86 | -9.4% | -$8,290 | 减仓 |
| IWO | ISHARES TR | $7.88万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $7.87万 | 0.02% | 2,075 | -482 | -18.9% | -$1.83万 | 减仓 |
| URA | GLOBAL X FDS | $7.76万 | 0.02% | 1,775 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $7.48万 | 0.02% | 1,270 | -10,801 | -89.5% | -$63.64万 | 减仓 |
| HYG | ISHARES TR | $7.26万 | 0.02% | 908 | 622 | 217.5% | $4.98万 | 加仓 |
| TTEQ | T ROWE PRICE EXCHANGE-TRADED | $7.14万 | 0.02% | 1,600 | 1,600 | — | $7.14万 | 新建仓 |
| ILCG | ISHARES TR | $6.79万 | 0.02% | 580 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $6.70万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $6.67万 | 0.02% | 706 | -21 | -2.9% | -$1,985 | 减仓 |
| XNTK | SPDR SERIES TRUST | $6.64万 | 0.02% | 170 | 0 | 0.0% | — | 不变 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $5.89万 | 0.02% | 1,200 | -2,200 | -64.7% | -$10.80万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $5.75万 | 0.02% | 2,446 | 0 | 0.0% | — | 不变 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $5.57万 | 0.02% | 1,218 | -16,659 | -93.2% | -$76.23万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $5.41万 | 0.02% | 651 | 163 | 33.4% | $1.35万 | 加仓 |
| VOX | VANGUARD WORLD FD | $5.37万 | 0.02% | 292 | 233 | 394.9% | $4.29万 | 加仓 |
| IGIB | ISHARES TR | $5.29万 | 0.02% | 995 | -798 | -44.5% | -$4.24万 | 减仓 |
| IYF | ISHARES TR | $5.18万 | 0.02% | 406 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $5.06万 | 0.02% | 459 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $5.04万 | 0.02% | 1,922 | 249 | 14.9% | $6,532 | 加仓 |
| — | KRANESHARES TRUST | $4.98万 | 0.02% | 1,700 | 1,700 | — | $4.98万 | 新建仓 |
| SMH | VANECK ETF TRUST | $4.68万 | 0.01% | 71 | -12 | -14.5% | -$7,907 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $4.60万 | 0.01% | 770 | 770 | — | $4.60万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $4.52万 | 0.01% | 547 | 547 | — | $4.52万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $4.49万 | 0.01% | 600 | -1,776 | -74.7% | -$13.30万 | 减仓 |
| SPIP | SPDR SERIES TRUST | $4.15万 | 0.01% | 1,617 | 8 | 0.5% | $205 | 加仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $4.01万 | 0.01% | 2,425 | 0 | 0.0% | — | 不变 |
| HECA | ETF OPPORTUNITIES TRUST | $3.99万 | 0.01% | 1,460 | 1,210 | 484.0% | $3.30万 | 加仓 |
| PSMJ | PACER FDS TR | $3.89万 | 0.01% | 1,150 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $3.66万 | 0.01% | 700 | -300 | -30.0% | -$1.57万 | 重新持有 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $3.52万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $3.48万 | 0.01% | 95 | 25 | 35.7% | $9,147 | 加仓 |
| SPMD | SPDR SERIES TRUST | $3.47万 | 0.01% | 513 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $3.21万 | 0.01% | 775 | 66 | 9.3% | $2,736 | 加仓 |
| IJH | ISHARES TR | $3.06万 | 0.01% | 397 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $3.01万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| PTLC | PACER FDS TR | $2.96万 | 0.01% | 508 | -1,020 | -66.8% | -$5.94万 | 减仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $2.93万 | 0.01% | 1,353 | 52 | 4.0% | $1,125 | 加仓 |
| SLYV | SPDR SERIES TRUST | $2.84万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $2.82万 | 0.01% | 1,240 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE TRADED FD | $2.71万 | 0.01% | 601 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $2.61万 | 0.01% | 159 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $2.15万 | 0.01% | 458 | 0 | 0.0% | — | 不变 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $2.11万 | 0.01% | 1,080 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $2.11万 | 0.01% | 316 | 33 | 11.7% | $2,201 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $2.07万 | 0.01% | 234 | 0 | 0.0% | — | 不变 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $1.86万 | 0.01% | 231 | 155 | 203.9% | $1.25万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $1.76万 | 0.01% | 665 | 165 | 33.0% | $4,376 | 加仓 |
| RYLD | GLOBAL X FDS | $1.70万 | 0.01% | 1,066 | 1,066 | — | $1.70万 | 新建仓 |
| DTCR | GLOBAL X FDS | $1.62万 | 0.01% | 535 | 535 | — | $1.62万 | 新建仓 |