Alta Wealth Advisors LLC
Woburn MA · SEC CIK 0001843826
$3.69亿2026Q2 申报市值
170持仓数
45.3%前十大占比 · 第一大 11.3%
18 / 10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
SPYV 加仓+$87.31万
BKIE 加仓+$69.94万
IVV 加仓+$67.70万
LITE 新建仓+$64.53万
TPR 新建仓+$61.13万
2026Q2 卖出最多 按季末市值估算
SOFI 清仓-$105.04万
HSY 清仓-$95.86万
HOOD 清仓-$58.70万
IBKR 清仓-$46.64万
CDNS 减仓-$38.25万
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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | $87.11万 | 0.24% | 11,297 | 171 | 1.5% | $1.32万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $87.12万 | 0.24% | 1,268 | 84 | 7.1% | $5.77万 | 加仓 |
| IJR | ISHARES TR | $87.25万 | 0.24% | 5,883 | 225 | 4.0% | $3.34万 | 加仓 |
| ORCL | ORACLE CORP | $87.33万 | 0.24% | 5,959 | -104 | -1.7% | -$1.52万 | 减仓 |
| GE | GE AEROSPACE | $89.08万 | 0.24% | 2,384 | -158 | -6.2% | -$5.90万 | 减仓 |
| GH | GUARDANT HEALTH INC | $93.16万 | 0.25% | 6,210 | -23 | -0.4% | -$3,450 | 减仓 |
| ANET | ARISTA NETWORKS INC | $94.69万 | 0.26% | 5,574 | -28 | -0.5% | -$4,757 | 减仓 |
| AVGO | BROADCOM INC | $94.95万 | 0.26% | 2,514 | -23 | -0.9% | -$8,687 | 减仓 |
| — | EXXON MOBIL CORP | $96.03万 | 0.26% | 7,024 | 160 | 2.3% | $2.19万 | 加仓 |
| MS | MORGAN STANLEY | $97.22万 | 0.26% | 4,651 | -128 | -2.7% | -$2.68万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $101.03万 | 0.27% | 1,934 | -30 | -1.5% | -$1.57万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $103.67万 | 0.28% | 4,272 | 11 | 0.3% | $2,669 | 加仓 |
| IUSB | ISHARES TR | $104.44万 | 0.28% | 22,630 | 832 | 3.8% | $3.84万 | 加仓 |
| EFG | ISHARES TR | $108.17万 | 0.29% | 8,694 | 1,635 | 23.2% | $20.34万 | 加仓 |
| V | VISA INC | $112.96万 | 0.31% | 3,293 | -75 | -2.2% | -$2.57万 | 减仓 |
| GOOG | ALPHABET INC | $114.01万 | 0.31% | 3,227 | 128 | 4.1% | $4.52万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $120.20万 | 0.33% | 27,881 | 2,683 | 10.6% | $11.57万 | 加仓 |
| MUB | ISHARES TR | $120.74万 | 0.33% | 11,220 | 3,952 | 54.4% | $42.53万 | 加仓 |
| GLD | SPDR GOLD TR | $127.09万 | 0.34% | 3,450 | -38 | -1.1% | -$1.40万 | 减仓 |
| MTUM | ISHARES TR | $131.69万 | 0.36% | 3,841 | 95 | 2.5% | $3.26万 | 加仓 |
| COHR | COHERENT CORP | $134.04万 | 0.36% | 3,398 | 16 | 0.5% | $6,312 | 加仓 |
| FTMA | PUTNAM ETF TRUST | $136.52万 | 0.37% | 149,607 | -5,821 | -3.7% | -$5.31万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $139.72万 | 0.38% | 4,612 | 245 | 5.6% | $7.42万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $140.42万 | 0.38% | 4,194 | 245 | 6.2% | $8.20万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $140.95万 | 0.38% | 2,285 | 22 | 1.0% | $1.36万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $143.51万 | 0.39% | 4,818 | -25 | -0.5% | -$7,447 | 减仓 |
| GILD | GILEAD SCIENCES INC | $156.10万 | 0.42% | 12,355 | -113 | -0.9% | -$1.43万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $156.69万 | 0.42% | 29,721 | 2,483 | 9.1% | $13.09万 | 加仓 |
| RBC | RBC BEARINGS INC | $164.81万 | 0.45% | 2,559 | 2 | 0.1% | $1,288 | 加仓 |
| WMT | WALMART INC | $167.76万 | 0.45% | 14,812 | -495 | -3.2% | -$5.61万 | 减仓 |
| DLN | WISDOMTREE TR | $167.79万 | 0.45% | 17,420 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $169.65万 | 0.46% | 3,330 | -95 | -2.8% | -$4.84万 | 减仓 |
| APH | AMPHENOL CORP | $173.10万 | 0.47% | 9,817 | -215 | -2.1% | -$3.79万 | 减仓 |
| SGOV | ISHARES TR | $175.30万 | 0.48% | 17,413 | 77 | 0.4% | $7,752 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $181.84万 | 0.49% | 3,634 | -16 | -0.4% | -$8,006 | 减仓 |
| SPTM | SPDR SERIES TRUST | $185.89万 | 0.50% | 20,475 | 29 | 0.1% | $2,633 | 加仓 |
| EFV | ISHARES TR | $187.62万 | 0.51% | 24,510 | 2,464 | 11.2% | $18.86万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $191.81万 | 0.52% | 3,003 | -34 | -1.1% | -$2.17万 | 减仓 |
| ABBV | ABBVIE INC | $193.70万 | 0.53% | 7,697 | -271 | -3.4% | -$6.82万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $202.17万 | 0.55% | 25,581 | 2,913 | 12.9% | $23.02万 | 加仓 |
| APP | APPLOVIN CORP | $202.43万 | 0.55% | 3,929 | -33 | -0.8% | -$1.70万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $207.83万 | 0.56% | 2,476 | -33 | -1.3% | -$2.77万 | 减仓 |
| TSLA | TESLA INC | $221.24万 | 0.60% | 5,260 | -9 | -0.2% | -$3,785 | 减仓 |
| VUG | VANGUARD INDEX FDS | $229.78万 | 0.62% | 26,676 | -174 | -0.6% | -$1.50万 | 减仓 |
| NOBL | PROSHARES TR | $231.08万 | 0.63% | 41,148 | 2,242 | 5.8% | $12.59万 | 加仓 |
| CALY | CALLAWAY GOLF CO | $239.26万 | 0.65% | 127,336 | 282 | 0.2% | $5,299 | 加仓 |
| IEMG | ISHARES INC | $244.54万 | 0.66% | 29,519 | 2,368 | 8.7% | $19.62万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $247.80万 | 0.67% | 28,986 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $261.18万 | 0.71% | 4,496 | -28 | -0.6% | -$1.63万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $270.05万 | 0.73% | 39,708 | 3,225 | 8.8% | $21.93万 | 加仓 |
| BKIE | BNY MELLON ETF TRUST | $285.84万 | 0.77% | 28,414 | 6,952 | 32.4% | $69.94万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $292.11万 | 0.79% | 3,123 | -1 | -0.0% | -$935 | 减仓 |
| LLY | ELI LILLY & CO | $304.55万 | 0.83% | 2,539 | -21 | -0.8% | -$2.52万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $305.85万 | 0.83% | 14,034 | -53 | -0.4% | -$1.16万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $326.71万 | 0.89% | 56,652 | 1,741 | 3.2% | $10.04万 | 加仓 |
| QUAL | ISHARES TR | $342.01万 | 0.93% | 15,586 | 535 | 3.6% | $11.74万 | 加仓 |
| META | META PLATFORMS INC | $384.06万 | 1.04% | 6,818 | -141 | -2.0% | -$7.94万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $390.96万 | 1.06% | 14,376 | 52 | 0.4% | $1.41万 | 加仓 |
| QQQ | INVESCO QQQ TR | $405.12万 | 1.10% | 5,501 | -127 | -2.3% | -$9.35万 | 减仓 |
| IVE | ISHARES TR | $409.89万 | 1.11% | 18,052 | 662 | 3.8% | $15.03万 | 加仓 |
| ITOT | ISHARES TR | $412.63万 | 1.12% | 25,119 | -1,880 | -7.0% | -$30.88万 | 减仓 |
| MSFT | MICROSOFT CORP | $419.61万 | 1.14% | 11,249 | -290 | -2.5% | -$10.82万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $444.91万 | 1.21% | 13,592 | -304 | -2.2% | -$9.95万 | 减仓 |
| AMZN | AMAZON COM INC | $474.03万 | 1.28% | 19,889 | -105 | -0.5% | -$2.50万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $479.02万 | 1.30% | 22,513 | -87 | -0.4% | -$1.85万 | 减仓 |
| IVW | ISHARES TR | $505.84万 | 1.37% | 36,780 | 533 | 1.5% | $7.33万 | 加仓 |
| KLAC | KLA CORP | $565.21万 | 1.53% | 18,734 | -206 | -1.1% | -$6.22万 | 减仓 |
| IWD | ISHARES TR | $570.90万 | 1.55% | 23,549 | -830 | -3.4% | -$20.12万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $576.99万 | 1.56% | 13,315 | 2 | 0.0% | $867 | 加仓 |
| IWF | ISHARES TR | $602.66万 | 1.63% | 48,535 | 359 | 0.7% | $4.46万 | 加仓 |
| GOOGL | ALPHABET INC | $654.98万 | 1.78% | 18,328 | -263 | -1.4% | -$9.40万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $786.53万 | 2.13% | 6,814 | 75 | 1.1% | $8.66万 | 加仓 |
| SOPH | SOPHIA GENETICS SA | $813.09万 | 2.20% | 1,409,160 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $843.23万 | 2.29% | 11,292 | 269 | 2.4% | $20.09万 | 加仓 |
| IVV | ISHARES TR | $874.18万 | 2.37% | 11,673 | 904 | 8.4% | $67.70万 | 加仓 |
| AAPL | APPLE INC | $1,103.53万 | 2.99% | 38,137 | -335 | -0.9% | -$9.69万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,497.34万 | 4.06% | 74,833 | 471 | 0.6% | $9.42万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $1,989.73万 | 5.39% | 294,514 | -136 | -0.0% | -$9,188 | 减仓 |
| SPYV | SPDR SERIES TRUST | $3,988.22万 | 10.81% | 656,065 | 14,363 | 2.2% | $87.31万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $4,176.31万 | 11.32% | 350,980 | 1,372 | 0.4% | $16.33万 | 加仓 |