AlTi Global, Inc.
NEW YORK NY · SEC CIK 0001838615
$46.00亿2026Q1 申报市值
437持仓数
53.7%前十大占比 · 第一大 13.1%
31 / 43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
GEME 加仓+$9,058.70万
SPY 加仓+$3,161.54万
XNTK 加仓+$2,385.16万
ITOT 加仓+$2,114.76万
EIPX 加仓+$686.16万
2026Q1 卖出最多 按季末市值估算
AKRE 减仓-$1.47亿
DIMENSIONAL ETF 减仓-$3,177.31万
EXXON MOBIL CORP 减仓-$2,792.91万
IVV 减仓-$1,710.29万
SPMD 减仓-$959.87万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES TR | $6.04亿 | 13.14% | 6,222,715 | 69,780 | 1.1% | $677.77万 | 加仓 |
| ITOT | ISHARES TR | $4.13亿 | 8.98% | 2,900,761 | 148,477 | 5.4% | $2,114.76万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3.83亿 | 8.32% | 584,387 | 48,278 | 9.0% | $3,161.54万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $1.67亿 | 3.64% | 2,823,459 | -162,085 | -5.4% | -$959.87万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $1.65亿 | 3.59% | 3,127,633 | -2,777,241 | -47.0% | -$1.47亿 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1.61亿 | 3.50% | 500,692 | 8,132 | 1.7% | $261.11万 | 加仓 |
| GLD | SPDR GOLD TR | $1.55亿 | 3.38% | 360,601 | 106 | 0.0% | $4.57万 | 加仓 |
| EIPX | FIRST TR EXCHANGE-TRADED FD | $1.49亿 | 3.24% | 4,637,146 | 213,373 | 4.8% | $686.16万 | 加仓 |
| IAU | ISHARES GOLD TR | $1.38亿 | 3.00% | 1,566,989 | -21,255 | -1.3% | -$187.38万 | 减仓 |
| — | EXXON MOBIL CORP | $1.36亿 | 2.95% | 800,276 | -164,618 | -17.1% | -$2,792.91万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $1.23亿 | 2.66% | 2,806,260 | -63,436 | -2.2% | -$276.96万 | 减仓 |
| IJH | ISHARES TR | $1.09亿 | 2.38% | 1,621,396 | 20,713 | 1.3% | $139.87万 | 加仓 |
| IVV | ISHARES TR | $1.01亿 | 2.19% | 149,979 | -25,478 | -14.5% | -$1,710.29万 | 减仓 |
| GEME | 2023 ETF SERIES TRUST | $9,105.25万 | 1.98% | 2,614,476 | 2,601,110 | 19,460.6% | $9,058.70万 | 加仓 |
| GOOGL | ALPHABET INC | $7,385.85万 | 1.61% | 256,372 | 6,052 | 2.4% | $174.35万 | 加仓 |
| AAPL | APPLE INC | $7,339.43万 | 1.60% | 289,193 | -788 | -0.3% | -$20.00万 | 减仓 |
| IAUM | ISHARES GOLD TR | $6,350.97万 | 1.38% | 1,339,049 | -20,951 | -1.5% | -$99.37万 | 减仓 |
| STIP | ISHARES TR | $5,226.80万 | 1.14% | 505,346 | -12,492 | -2.4% | -$129.20万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $5,001.81万 | 1.09% | 83,705 | -1,154 | -1.4% | -$68.96万 | 减仓 |
| TLT | ISHARES TR | $4,893.97万 | 1.06% | 564,985 | 44,300 | 8.5% | $383.73万 | 加仓 |
| CVX | CHEVRON CORPORATION | $3,810.91万 | 0.83% | 185,654 | 14,557 | 8.5% | $298.81万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,326.55万 | 0.72% | 89,854 | 8,736 | 10.8% | $323.42万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $2,819.46万 | 0.61% | 391,973 | 5,464 | 1.4% | $39.30万 | 加仓 |
| ESGD | ISHARES TR | $2,731.33万 | 0.59% | 285,644 | 5,464 | 2.0% | $52.25万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $2,727.00万 | 0.59% | 106,824 | 93,433 | 697.7% | $2,385.16万 | 加仓 |
| MDT | MEDTRONIC PLC | $2,661.76万 | 0.58% | 304,688 | -102 | -0.0% | -$8,911 | 减仓 |
| — | ISHARES TR | $2,520.90万 | 0.55% | 400,635 | 96,921 | 31.9% | $609.85万 | 加仓 |
| PLD | PROLOGIS INC. | $2,410.26万 | 0.52% | 182,345 | -17,307 | -8.7% | -$228.77万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,326.47万 | 0.51% | 27,500 | 87 | 0.3% | $7.36万 | 加仓 |
| PABU | ISHARES TR | $2,309.45万 | 0.50% | 348,572 | 42,438 | 13.9% | $281.17万 | 加仓 |
| GOOG | ALPHABET INC | $2,258.86万 | 0.49% | 78,744 | -5,352 | -6.4% | -$153.53万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $2,191.52万 | 0.48% | 265,864 | 21,926 | 9.0% | $180.74万 | 加仓 |
| AMZN | AMAZON COM INC | $2,019.61万 | 0.44% | 96,971 | 7,040 | 7.8% | $146.62万 | 加仓 |
| DIS | DISNEY WALT CO | $1,885.86万 | 0.41% | 195,669 | 5,042 | 2.6% | $48.59万 | 加仓 |
| CCJ | CAMECO CORP | $1,826.11万 | 0.40% | 158,650 | 24,020 | 17.8% | $276.48万 | 加仓 |
| DXJ | WISDOMTREE TR | $1,794.33万 | 0.39% | 113,150 | 8,700 | 8.3% | $137.96万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,755.75万 | 0.38% | 100,670 | -2,954 | -2.9% | -$51.52万 | 减仓 |
| ESGU | ISHARES TR | $1,746.51万 | 0.38% | 123,498 | 5,090 | 4.3% | $71.98万 | 加仓 |
| WMT | WALMART INC | $1,649.10万 | 0.36% | 132,439 | -1,661 | -1.2% | -$20.68万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1,603.61万 | 0.35% | 407,581 | 11,826 | 3.0% | $46.53万 | 加仓 |
| IWV | ISHARES TR | $1,483.71万 | 0.32% | 40,027 | 115 | 0.3% | $4.26万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,459.45万 | 0.32% | 25,209 | 1,842 | 7.9% | $106.64万 | 加仓 |
| GPGI | GPGI INC | $1,380.92万 | 0.30% | 807,557 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $1,335.76万 | 0.29% | 54,646 | 1,101 | 2.1% | $26.91万 | 加仓 |
| TSLA | TESLA INC | $1,328.17万 | 0.29% | 35,728 | -196 | -0.5% | -$7.29万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,318.50万 | 0.29% | 262,649 | -6,535 | -2.4% | -$32.81万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,263.62万 | 0.27% | 42,957 | 5,787 | 15.6% | $170.23万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,259.23万 | 0.27% | 26,278 | -4,910 | -15.7% | -$235.28万 | 减仓 |
| ACWI | ISHARES TR | $1,252.72万 | 0.27% | 90,534 | 1,303 | 1.5% | $18.03万 | 加仓 |
| DVY | ISHARES TR | $1,202.82万 | 0.26% | 79,441 | 14,800 | 22.9% | $224.09万 | 加仓 |
| CME | CME GROUP INC | $1,185.13万 | 0.26% | 40,128 | 5 | 0.0% | $1,477 | 加仓 |
| MUB | ISHARES TR | $1,151.81万 | 0.25% | 108,508 | -982 | -0.9% | -$10.42万 | 减仓 |
| IJK | ISHARES TR | $1,136.98万 | 0.25% | 112,998 | -711 | -0.6% | -$7.15万 | 减仓 |
| PEP | PEPSICO INC | $1,127.53万 | 0.25% | 72,334 | 659 | 0.9% | $10.27万 | 加仓 |
| IWF | ISHARES TR | $1,106.62万 | 0.24% | 25,953 | -976 | -3.6% | -$41.62万 | 减仓 |
| IQLT | ISHARES TR | $1,056.33万 | 0.23% | 228,493 | -12,148 | -5.0% | -$56.16万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,032.25万 | 0.22% | 42,200 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $994.79万 | 0.22% | 67,622 | -19,185 | -22.1% | -$282.23万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $934.41万 | 0.20% | 152,606 | 3,718 | 2.5% | $22.77万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $923.67万 | 0.20% | 331,660 | 1,061 | 0.3% | $2.95万 | 加仓 |
| META | META PLATFORMS INC | $917.74万 | 0.20% | 16,041 | -1,004 | -5.9% | -$57.44万 | 减仓 |
| USFR | WISDOMTREE TR | $831.09万 | 0.18% | 165,095 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $822.03万 | 0.18% | 29,008 | 14,916 | 105.8% | $422.69万 | 加仓 |
| IWB | ISHARES TR | $808.37万 | 0.18% | 22,671 | -86 | -0.4% | -$3.07万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $793.84万 | 0.17% | 11 | 2 | 22.2% | $144.33万 | 加仓 |
| AVGO | BROADCOM INC | $767.45万 | 0.17% | 24,796 | 1,796 | 7.8% | $55.59万 | 加仓 |
| AMGN | AMGEN INC | $744.48万 | 0.16% | 21,159 | -9,833 | -31.7% | -$345.97万 | 减仓 |
| IVW | ISHARES TR | $741.74万 | 0.16% | 65,577 | 635 | 1.0% | $7.18万 | 加仓 |
| V | VISA INC | $738.72万 | 0.16% | 24,441 | 1,319 | 5.7% | $39.87万 | 加仓 |
| PSX | PHILLIPS 66 | $730.76万 | 0.16% | 42,629 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $724.86万 | 0.16% | 33,924 | -1,298 | -3.7% | -$27.73万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $720.75万 | 0.16% | 43,895 | -29 | -0.1% | -$4,762 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $715.91万 | 0.16% | 95,328 | 11,183 | 13.3% | $83.98万 | 加仓 |
| MCD | MCDONALDS CORP | $713.10万 | 0.16% | 22,945 | 127 | 0.6% | $3.95万 | 加仓 |
| — | HERITAGE COMM CORP | $708.27万 | 0.15% | 561,671 | -50,000 | -8.2% | -$63.05万 | 减仓 |
| OKE | ONEOK INC NEW | $707.83万 | 0.15% | 79,973 | 75,777 | 1,805.9% | $670.69万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $694.46万 | 0.15% | 178,250 | -228,936 | -56.2% | -$891.93万 | 减仓 |
| MO | ALTRIA GROUP INC | $692.74万 | 0.15% | 103,092 | -5,131 | -4.7% | -$34.48万 | 减仓 |
| QUS | SPDR SERIES TRUST | $681.70万 | 0.15% | 39,717 | -6 | -0.0% | -$1,030 | 减仓 |
| AGG | ISHARES TR | $659.67万 | 0.14% | 66,452 | -196 | -0.3% | -$1.95万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $650.52万 | 0.14% | 176,300 | -861,100 | -83.0% | -$3,177.31万 | 减仓 |
| EIX | EDISON INTL | $644.21万 | 0.14% | 86,538 | -13,966 | -13.9% | -$103.97万 | 减仓 |
| KO | COCA COLA CO | $628.23万 | 0.14% | 82,052 | -301 | -0.4% | -$2.30万 | 减仓 |
| CAT | CATERPILLAR INC | $622.91万 | 0.14% | 8,792 | 95 | 1.1% | $6.73万 | 加仓 |
| LRGF | ISHARES TR | $618.60万 | 0.13% | 93,727 | -1,112 | -1.2% | -$7.34万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $609.22万 | 0.13% | 214,995 | -22,482 | -9.5% | -$63.71万 | 减仓 |
| IEUR | ISHARES TR | $609.07万 | 0.13% | 86,675 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $604.67万 | 0.13% | 94,166 | 9,219 | 10.9% | $59.20万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $544.46万 | 0.12% | 57,933 | -1,166 | -2.0% | -$10.96万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $540.95万 | 0.12% | 37,452 | 603 | 1.6% | $8.71万 | 加仓 |
| HD | HOME DEPOT INC | $536.05万 | 0.12% | 16,299 | 339 | 2.1% | $11.15万 | 加仓 |
| ADBE | ADOBE INC | $525.55万 | 0.11% | 21,621 | -126 | -0.6% | -$3.06万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $525.29万 | 0.11% | 27,242 | 4,600 | 20.3% | $88.70万 | 加仓 |
| SLV | ISHARES SILVER TR | $521.99万 | 0.11% | 76,606 | -137,573 | -64.2% | -$937.42万 | 减仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $503.44万 | 0.11% | 31,019 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $477.51万 | 0.10% | 179,651 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $464.51万 | 0.10% | 13,590 | -384 | -2.7% | -$13.13万 | 减仓 |
| IWM | ISHARES TR | $459.79万 | 0.10% | 18,484 | 1,808 | 10.8% | $44.97万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $459.59万 | 0.10% | 31,329 | 15,802 | 101.8% | $231.81万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $452.62万 | 0.10% | 49,033 | -766 | -1.5% | -$7.07万 | 减仓 |