Alta Wealth Advisors LLC
Woburn MA · SEC CIK 0001843826
$3.08亿2026Q1 申报市值
161持仓数
46.3%前十大占比 · 第一大 11.8%
21 / 25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
SPYV 加仓+$265.43万
SPYG 加仓+$242.52万
LMT 新建仓+$207.01万
CALY 新建仓+$176.35万
IVV 加仓+$175.58万
2026Q1 卖出最多 按季末市值估算
SHOP 清仓-$309.45万
LDOS 清仓-$132.40万
STNE 清仓-$130.09万
AFRM 清仓-$102.44万
LOW 清仓-$100.28万
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 |
|---|---|---|---|---|---|---|---|---|
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -19,224 | -100.0% | -$309.45万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -7,339 | -100.0% | -$132.40万 | 清仓 |
| STNE | STONECO LTD | $0 | 0.00% | 0 | -87,960 | -100.0% | -$130.09万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -13,763 | -100.0% | -$102.44万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -4,158 | -100.0% | -$100.28万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -1,973 | -100.0% | -$92.49万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -828 | -100.0% | -$54.88万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -6,463 | -100.0% | -$37.73万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -2,035 | -100.0% | -$34.81万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -1,315 | -100.0% | -$30.23万 | 清仓 |
| LCTU | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -3,848 | -100.0% | -$28.51万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -1,293 | -100.0% | -$28.36万 | 清仓 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 0 | -4,031 | -100.0% | -$27.14万 | 清仓 |
| QTWO | Q2 HLDGS INC | $0 | 0.00% | 0 | -3,580 | -100.0% | -$25.83万 | 清仓 |
| MDYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,955 | -100.0% | -$25.01万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -1,104 | -100.0% | -$23.70万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -860 | -100.0% | -$23.07万 | 清仓 |
| IWX | ISHARES TR | $0 | 0.00% | 0 | -2,400 | -100.0% | -$22.05万 | 清仓 |
| QGRO | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -1,895 | -100.0% | -$21.70万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -1,514 | -100.0% | -$21.69万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -1,116 | -100.0% | -$20.99万 | 清仓 |
| ESGU | ISHARES TR | $0 | 0.00% | 0 | -1,402 | -100.0% | -$20.89万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TASK | TASKUS INC | $0 | 0.00% | 0 | -16,726 | -100.0% | -$19.72万 | 清仓 |
| TSLA | TESLA INC 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$8.99万 | 清仓 |
| SNOW | SNOWFLAKE INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$2.19万 | 清仓 |
| QUAD | QUAD / GRAPHICS INC | $9.86万 | 0.03% | 14,920 | 0 | 0.0% | — | 不变 |
| ANIP | ANI PHARMACEUTICALS INC | $21.12万 | 0.07% | 2,747 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $21.31万 | 0.07% | 594 | 594 | — | $21.31万 | 新建仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $21.35万 | 0.07% | 10,695 | 35 | 0.3% | $699 | 加仓 |
| MBB | ISHARES TR | $21.99万 | 0.07% | 2,316 | 2,316 | — | $21.99万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $23.22万 | 0.08% | 1,128 | 99 | 9.6% | $2.04万 | 加仓 |
| SHLD | GLOBAL X FDS | $23.45万 | 0.08% | 3,310 | 3,310 | — | $23.45万 | 新建仓 |
| ROKU | ROKU INC | $23.48万 | 0.08% | 2,481 | 2,481 | — | $23.48万 | 新建仓 |
| IQLT | ISHARES TR | $23.96万 | 0.08% | 5,182 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $24.19万 | 0.08% | 9,754 | -386 | -3.8% | -$9,573 | 减仓 |
| T | AT&T INC | $24.80万 | 0.08% | 8,553 | -238 | -2.7% | -$6,900 | 减仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $24.89万 | 0.08% | 8,255 | 8,255 | — | $24.89万 | 新建仓 |
| PATH | UIPATH INC | $25.73万 | 0.08% | 23,180 | 3,662 | 18.8% | $4.06万 | 加仓 |
| DE | DEERE & CO | $27.48万 | 0.09% | 488 | -33 | -6.3% | -$1.86万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $27.92万 | 0.09% | 1,497 | 32 | 2.2% | $5,969 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $28.03万 | 0.09% | 1,695 | 61 | 3.7% | $1.01万 | 加仓 |
| CVX | CHEVRON CORPORATION | $28.10万 | 0.09% | 1,358 | 45 | 3.4% | $9,311 | 加仓 |
| IAGG | ISHARES TR | $28.41万 | 0.09% | 5,677 | 5,677 | — | $28.41万 | 新建仓 |
| STT | STATE STR CORP | $30.41万 | 0.10% | 2,403 | 2,403 | — | $30.41万 | 新建仓 |
| FMB | FIRST TR EXCH TRADED FD III | $30.45万 | 0.10% | 6,011 | -90 | -1.5% | -$4,559 | 减仓 |
| SUB | ISHARES TR | $31.74万 | 0.10% | 2,980 | 8 | 0.3% | $852 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $32.52万 | 0.11% | 5,309 | 20 | 0.4% | $1,225 | 加仓 |
| — | HONEYWELL INTL INC | $32.85万 | 0.11% | 1,453 | 43 | 3.0% | $9,720 | 加仓 |
| IAU | ISHARES GOLD TR | $33.01万 | 0.11% | 3,744 | 769 | 25.8% | $6.78万 | 加仓 |
| EFA | ISHARES TR | $33.62万 | 0.11% | 3,461 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $34.03万 | 0.11% | 4,984 | 136 | 2.8% | $9,286 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $34.31万 | 0.11% | 7,141 | 1,086 | 17.9% | $5.22万 | 加仓 |
| BAC | BANK AMERICA CORP | $34.32万 | 0.11% | 7,040 | 857 | 13.9% | $4.18万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $34.43万 | 0.11% | 6,858 | 1,015 | 17.4% | $5.10万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $35.11万 | 0.11% | 1,161 | 7 | 0.6% | $2,117 | 加仓 |
| MA | MASTERCARD INCORPORATED | $35.58万 | 0.12% | 712 | -50 | -6.6% | -$2.50万 | 减仓 |
| ARGX | ARGENX SE | $36.88万 | 0.12% | 505 | -342 | -40.4% | -$24.97万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $37.13万 | 0.12% | 2,538 | 880 | 53.1% | $12.87万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $37.23万 | 0.12% | 2,843 | 332 | 13.2% | $4.35万 | 加仓 |
| RTX | RTX CORPORATION | $39.06万 | 0.13% | 2,025 | 56 | 2.8% | $1.08万 | 加仓 |
| VO | VANGUARD INDEX FDS | $39.90万 | 0.13% | 1,389 | 3 | 0.2% | $862 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $41.35万 | 0.13% | 6,817 | -655 | -8.8% | -$3.97万 | 减仓 |
| VCYT | VERACYTE INC | $42.21万 | 0.14% | 13,104 | 385 | 3.0% | $1.24万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $42.67万 | 0.14% | 9,348 | 112 | 1.2% | $5,113 | 加仓 |
| OEF | ISHARES TR | $42.94万 | 0.14% | 1,350 | -937 | -41.0% | -$29.80万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $43.21万 | 0.14% | 2,290 | -28 | -1.2% | -$5,284 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $45.36万 | 0.15% | 1,856 | -67 | -3.5% | -$1.64万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $46.17万 | 0.15% | 4,786 | 4,786 | — | $46.17万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $46.64万 | 0.15% | 6,954 | -2 | -0.0% | -$134 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $47.25万 | 0.15% | 11,508 | 11,508 | — | $47.25万 | 新建仓 |
| AA | ALCOA CORP | $47.54万 | 0.15% | 7,167 | 7,167 | — | $47.54万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $47.97万 | 0.16% | 4,843 | -2,315 | -32.3% | -$22.93万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $49.54万 | 0.16% | 15,140 | 15,140 | — | $49.54万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $49.70万 | 0.16% | 1,897 | 6 | 0.3% | $1,572 | 加仓 |
| — | LEGG MASON ETF INVT | $49.93万 | 0.16% | 9,248 | -370 | -3.8% | -$2.00万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $50.80万 | 0.16% | 4,532 | -716 | -13.6% | -$8.03万 | 减仓 |
| NEM | NEWMONT CORP | $50.98万 | 0.17% | 4,709 | -120 | -2.5% | -$1.30万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $51.93万 | 0.17% | 9,506 | 1,155 | 13.8% | $6.31万 | 加仓 |
| TLH | ISHARES TR | $52.07万 | 0.17% | 5,170 | 3,147 | 155.6% | $31.70万 | 加仓 |
| IEFA | ISHARES TR | $52.13万 | 0.17% | 5,758 | -482 | -7.7% | -$4.36万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $53.15万 | 0.17% | 2,302 | 2,302 | — | $53.15万 | 新建仓 |
| DGRW | WISDOMTREE TR | $54.00万 | 0.18% | 6,147 | -49 | -0.8% | -$4,304 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $54.21万 | 0.18% | 1,604 | 836 | 108.9% | $28.26万 | 加仓 |
| C | CITIGROUP INC | $55.07万 | 0.18% | 4,856 | -22 | -0.5% | -$2,495 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $55.28万 | 0.18% | 6,876 | -330 | -4.6% | -$2.65万 | 减仓 |
| DGRO | ISHARES TR | $56.66万 | 0.18% | 8,073 | 864 | 12.0% | $6.06万 | 加仓 |
| GH | GUARDANT HEALTH INC | $57.57万 | 0.19% | 6,233 | -126 | -2.0% | -$1.16万 | 减仓 |
| DTD | WISDOMTREE TR | $58.53万 | 0.19% | 6,778 | -57 | -0.8% | -$4,922 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $58.70万 | 0.19% | 8,471 | 16 | 0.2% | $1,109 | 加仓 |
| VHT | VANGUARD WORLD FD | $58.71万 | 0.19% | 2,156 | -10 | -0.5% | -$2,723 | 减仓 |
| INCY | INCYTE CORP | $59.69万 | 0.19% | 6,342 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $59.71万 | 0.19% | 1,675 | -149 | -8.2% | -$5.31万 | 减仓 |
| SLV | ISHARES SILVER TR | $60.01万 | 0.19% | 8,807 | 307 | 3.6% | $2.09万 | 加仓 |
| FDX | FEDEX CORP | $60.02万 | 0.19% | 1,685 | 1,685 | — | $60.02万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $60.05万 | 0.19% | 2,161 | -109 | -4.8% | -$3.03万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $60.27万 | 0.20% | 9,406 | 2,893 | 44.4% | $18.54万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $64.75万 | 0.21% | 2,671 | -113 | -4.1% | -$2.74万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $65.72万 | 0.21% | 2,049 | -42 | -2.0% | -$1.35万 | 减仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $66.35万 | 0.22% | 14,620 | 14,620 | — | $66.35万 | 新建仓 |