Altus Wealth Management, LLC
FT MITCHELL KY · SEC CIK 0001802107
$2.60亿2026Q2 申报市值
26持仓数
96.0%前十大占比 · 第一大 21.6%
0 / 2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
IQLT 加仓+$95.50万
IJH 加仓+$85.62万
EQWL 加仓+$64.23万
VTI 加仓+$40.82万
DGRO 加仓+$24.14万
2026Q2 卖出最多 按季末市值估算
BRK/B 清仓-$24.58万
TM 清仓-$20.61万
META 减仓-$4.51万
IGEB 减仓-$3.50万
SPY 减仓-$3.44万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $5,603.99万 | 21.57% | 151,443 | 1,103 | 0.7% | $40.82万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4,718.92万 | 18.16% | 64,081 | 117 | 0.2% | $8.62万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $4,047.49万 | 15.58% | 313,710 | 4,978 | 1.6% | $64.23万 | 加仓 |
| IJH | ISHARES TR | $3,578.27万 | 13.77% | 464,048 | 11,104 | 2.5% | $85.62万 | 加仓 |
| DGRO | ISHARES TR | $3,371.32万 | 12.98% | 444,824 | 3,185 | 0.7% | $24.14万 | 加仓 |
| IQLT | ISHARES TR | $2,546.01万 | 9.80% | 513,827 | 19,273 | 3.9% | $95.50万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $319.01万 | 1.23% | 127,452 | 2,021 | 1.6% | $5.06万 | 加仓 |
| IGEB | ISHARES TR | $312.02万 | 1.20% | 69,168 | -776 | -1.1% | -$3.50万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $247.95万 | 0.95% | 53,844 | -715 | -1.3% | -$3.29万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $189.75万 | 0.73% | 2,541 | -46 | -1.8% | -$3.44万 | 减仓 |
| VGT | VANGUARD WORLD FD | $131.52万 | 0.51% | 11,004 | -140 | -1.3% | -$1.67万 | 减仓 |
| OEF | ISHARES TR | $107.97万 | 0.42% | 2,951 | 447 | 17.9% | $16.36万 | 加仓 |
| GOOG | ALPHABET INC | $107.66万 | 0.41% | 3,047 | 280 | 10.1% | $9.89万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $102.63万 | 0.40% | 6,999 | -45 | -0.6% | -$6,598 | 减仓 |
| AAPL | APPLE INC | $95.20万 | 0.37% | 3,290 | 462 | 16.3% | $13.37万 | 加仓 |
| IWF | ISHARES TR | $76.64万 | 0.30% | 6,172 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $52.17万 | 0.20% | 1,399 | 59 | 4.4% | $2.20万 | 加仓 |
| SHM | SPDR SERIES TRUST | $49.78万 | 0.19% | 10,379 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $48.45万 | 0.19% | 1,356 | -63 | -4.4% | -$2.25万 | 减仓 |
| TSLA | TESLA INC | $46.05万 | 0.18% | 1,095 | -20 | -1.8% | -$8,410 | 减仓 |
| AMZN | AMAZON COM INC | $42.90万 | 0.17% | 1,800 | -55 | -3.0% | -$1.31万 | 减仓 |
| IWD | ISHARES TR | $42.69万 | 0.16% | 1,761 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $40.41万 | 0.16% | 3,755 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $39.78万 | 0.15% | 1,053 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $30.85万 | 0.12% | 1,542 | -34 | -2.2% | -$6,801 | 减仓 |
| META | META PLATFORMS INC | $29.18万 | 0.11% | 518 | -80 | -13.4% | -$4.51万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -513 | -100.0% | -$24.58万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -1,000 | -100.0% | -$20.61万 | 清仓 |