Altus Wealth Management, LLC
FT MITCHELL KY · SEC CIK 0001802107
$2.25亿2026Q1 申报市值
28持仓数
95.9%前十大占比 · 第一大 21.4%
0 / 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
IJH 加仓+$638.69万
IQLT 加仓+$83.21万
EQWL 加仓+$68.04万
SJNK 加仓+$15.10万
IGEB 加仓+$13.55万
2026Q1 卖出最多 按季末市值估算
IGV 清仓-$948.60万
QQQ 减仓-$24.53万
AAPL 减仓-$20.43万
V 清仓-$20.03万
NVDA 减仓-$7.92万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $4,823.05万 | 21.44% | 150,340 | 184 | 0.1% | $5.90万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,691.87万 | 16.41% | 63,964 | -425 | -0.7% | -$24.53万 | 减仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $3,557.83万 | 15.81% | 308,732 | 5,904 | 1.9% | $68.04万 | 加仓 |
| DGRO | ISHARES TR | $3,099.42万 | 13.78% | 441,639 | 1,697 | 0.4% | $11.91万 | 加仓 |
| IJH | ISHARES TR | $3,058.73万 | 13.60% | 452,944 | 94,578 | 26.4% | $638.69万 | 加仓 |
| IQLT | ISHARES TR | $2,286.32万 | 10.16% | 494,554 | 18,000 | 3.8% | $83.21万 | 加仓 |
| IGEB | ISHARES TR | $315.17万 | 1.40% | 69,944 | 3,008 | 4.5% | $13.55万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $313.33万 | 1.39% | 125,431 | 6,043 | 5.1% | $15.10万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $251.35万 | 1.12% | 54,559 | 2,465 | 4.7% | $11.36万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $168.24万 | 0.75% | 2,587 | -35 | -1.3% | -$2.28万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $101.75万 | 0.45% | 7,044 | 915 | 14.9% | $13.22万 | 加仓 |
| VGT | VANGUARD WORLD FD | $97.19万 | 0.43% | 1,393 | -105 | -7.0% | -$7.33万 | 减仓 |
| OEF | ISHARES TR | $79.65万 | 0.35% | 2,504 | 63 | 2.6% | $2.00万 | 加仓 |
| GOOG | ALPHABET INC | $79.37万 | 0.35% | 2,767 | -70 | -2.5% | -$2.01万 | 减仓 |
| AAPL | APPLE INC | $71.77万 | 0.32% | 2,828 | -805 | -22.2% | -$20.43万 | 减仓 |
| IWF | ISHARES TR | $65.79万 | 0.29% | 1,543 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $49.64万 | 0.22% | 10,379 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $49.61万 | 0.22% | 1,340 | -66 | -4.7% | -$2.44万 | 减仓 |
| TSLA | TESLA INC | $41.44万 | 0.18% | 1,115 | 244 | 28.0% | $9.07万 | 加仓 |
| GOOGL | ALPHABET INC | $40.79万 | 0.18% | 1,419 | -179 | -11.2% | -$5.15万 | 减仓 |
| MUB | ISHARES TR | $39.86万 | 0.18% | 3,755 | -1 | -0.0% | -$106 | 减仓 |
| AMZN | AMAZON COM INC | $38.63万 | 0.17% | 1,855 | -305 | -14.1% | -$6.35万 | 减仓 |
| IWD | ISHARES TR | $37.63万 | 0.17% | 1,761 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $34.21万 | 0.15% | 598 | 15 | 2.6% | $8,582 | 加仓 |
| AVGO | BROADCOM INC | $32.59万 | 0.14% | 1,053 | -187 | -15.1% | -$5.79万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $27.49万 | 0.12% | 1,576 | -454 | -22.4% | -$7.92万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $24.58万 | 0.11% | 513 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $20.61万 | 0.09% | 1,000 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -89,753 | -100.0% | -$948.60万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -571 | -100.0% | -$20.03万 | 清仓 |