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 |
|---|---|---|---|---|---|---|---|---|
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -66,148 | -100.0% | -$105.04万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -4,611 | -100.0% | -$95.86万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -8,471 | -100.0% | -$58.70万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | -6,954 | -100.0% | -$46.64万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,453 | -100.0% | -$32.85万 | 清仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $0 | 0.00% | 0 | -8,255 | -100.0% | -$24.89万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -8,553 | -100.0% | -$24.80万 | 清仓 |
| SHLD | GLOBAL X FDS | $0 | 0.00% | 0 | -3,310 | -100.0% | -$23.45万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -594 | -100.0% | -$21.31万 | 清仓 |
| ANIP | ANI PHARMACEUTICALS INC | $0 | 0.00% | 0 | -2,747 | -100.0% | -$21.12万 | 清仓 |
| — | AKEBIA THREAPEUTICS INC | $2.07万 | 0.01% | 18,164 | 18,164 | — | $2.07万 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $10.04万 | 0.03% | 13,067 | 13,067 | — | $10.04万 | 新建仓 |
| PATH | UIPATH INC | $12.08万 | 0.03% | 11,113 | -12,067 | -52.1% | -$13.12万 | 减仓 |
| QUAD | QUAD / GRAPHICS INC | $12.58万 | 0.03% | 14,920 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $20.24万 | 0.05% | 280 | 280 | — | $20.24万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $20.34万 | 0.06% | 4,200 | -2,941 | -41.2% | -$14.24万 | 减仓 |
| CLS | CELESTICA INC | $20.50万 | 0.06% | 562 | 562 | — | $20.50万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $21.11万 | 0.06% | 6,006 | 6,006 | — | $21.11万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $21.43万 | 0.06% | 1,293 | -65 | -4.8% | -$1.08万 | 减仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $21.45万 | 0.06% | 10,730 | 35 | 0.3% | $700 | 加仓 |
| GOVT | ISHARES TR | $21.51万 | 0.06% | 9,443 | 9,443 | — | $21.51万 | 新建仓 |
| IWP | ISHARES TR | $22.16万 | 0.06% | 1,514 | 2 | 0.1% | $293 | 重新持有 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $22.84万 | 0.06% | 5,134 | 5,134 | — | $22.84万 | 新建仓 |
| PWR | QUANTA SVCS INC | $23.62万 | 0.06% | 328 | 328 | — | $23.62万 | 新建仓 |
| MBB | ISHARES TR | $24.97万 | 0.07% | 2,642 | 326 | 14.1% | $3.08万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $24.99万 | 0.07% | 9,823 | 69 | 0.7% | $1,755 | 加仓 |
| WGS | GENEDX HOLDINGS CORP | $25.51万 | 0.07% | 3,716 | 3,716 | — | $25.51万 | 新建仓 |
| IQLT | ISHARES TR | $25.68万 | 0.07% | 5,182 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $27.17万 | 0.07% | 1,502 | -193 | -11.4% | -$3.49万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $28.20万 | 0.08% | 5,309 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $28.54万 | 0.08% | 1,159 | 31 | 2.7% | $7,634 | 加仓 |
| IAU | ISHARES GOLD TR | $29.47万 | 0.08% | 3,903 | 159 | 4.2% | $1.20万 | 加仓 |
| DE | DEERE & CO | $29.62万 | 0.08% | 467 | -21 | -4.3% | -$1.33万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $30.09万 | 0.08% | 2,579 | 41 | 1.6% | $4,783 | 加仓 |
| SNDK | SANDISK CORP | $30.24万 | 0.08% | 133 | 133 | — | $30.24万 | 新建仓 |
| IAGG | ISHARES TR | $30.68万 | 0.08% | 6,062 | 385 | 6.8% | $1.95万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $30.91万 | 0.08% | 6,018 | 7 | 0.1% | $360 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $30.95万 | 0.08% | 6,557 | 6,557 | — | $30.95万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $31.80万 | 0.09% | 7,511 | 653 | 9.5% | $2.76万 | 加仓 |
| SUB | ISHARES TR | $31.86万 | 0.09% | 2,993 | 13 | 0.4% | $1,384 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $32.05万 | 0.09% | 1,433 | -64 | -4.3% | -$1.43万 | 减仓 |
| SMH | VANECK ETF TRUST | $33.73万 | 0.09% | 514 | 514 | — | $33.73万 | 新建仓 |
| AA | ALCOA CORP | $33.94万 | 0.09% | 6,510 | -657 | -9.2% | -$3.43万 | 减仓 |
| ROKU | ROKU INC | $34.27万 | 0.09% | 2,481 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $35.60万 | 0.10% | 6,179 | -638 | -9.4% | -$3.68万 | 减仓 |
| EFA | ISHARES TR | $35.95万 | 0.10% | 3,461 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $36.06万 | 0.10% | 702 | -10 | -1.4% | -$5,137 | 减仓 |
| AXON | AXON ENTERPRISE INC | $37.22万 | 0.10% | 664 | 664 | — | $37.22万 | 新建仓 |
| LMUB | ISHARES TR | $37.75万 | 0.10% | 7,369 | 7,369 | — | $37.75万 | 新建仓 |
| OEF | ISHARES TR | $37.80万 | 0.10% | 1,033 | -317 | -23.5% | -$11.60万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $37.84万 | 0.10% | 8,448 | -1,058 | -11.1% | -$4.74万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $38.32万 | 0.10% | 4,727 | -257 | -5.2% | -$2.08万 | 减仓 |
| RTX | RTX CORPORATION | $38.41万 | 0.10% | 2,025 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $38.83万 | 0.11% | 1,148 | -13 | -1.1% | -$4,397 | 减仓 |
| BAC | BANK OF AMER CORP | $38.91万 | 0.11% | 6,829 | -211 | -3.0% | -$1.20万 | 减仓 |
| STT | STATE STR CORP | $40.93万 | 0.11% | 2,414 | 11 | 0.5% | $1,865 | 加仓 |
| THC | TENET HEALTHCARE CORP | $41.83万 | 0.11% | 2,236 | -54 | -2.4% | -$1.01万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $42.24万 | 0.11% | 3,848 | -938 | -19.6% | -$10.30万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $42.86万 | 0.12% | 1,142 | -1,019 | -47.2% | -$38.25万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $44.45万 | 0.12% | 1,750 | -106 | -5.7% | -$2.69万 | 减仓 |
| ARGX | ARGENX SE | $44.72万 | 0.12% | 482 | -23 | -4.6% | -$2.13万 | 减仓 |
| VO | VANGUARD INDEX FDS | $44.77万 | 0.12% | 5,557 | 1 | 0.0% | $81 | 加仓 |
| NEM | NEWMONT CORP | $44.96万 | 0.12% | 4,814 | 105 | 2.2% | $9,807 | 加仓 |
| INTC | INTEL CORP | $45.21万 | 0.12% | 3,238 | 3,238 | — | $45.21万 | 新建仓 |
| SLV | ISHARES SILVER TR | $45.80万 | 0.12% | 8,565 | -242 | -2.7% | -$1.29万 | 减仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $46.67万 | 0.13% | 14,770 | 150 | 1.0% | $4,740 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $47.62万 | 0.13% | 9,450 | 102 | 1.1% | $5,140 | 加仓 |
| IEFA | ISHARES TR | $48.55万 | 0.13% | 5,027 | -731 | -12.7% | -$7.06万 | 减仓 |
| DVA | DAVITA INC | $49.79万 | 0.13% | 2,238 | 2,238 | — | $49.79万 | 新建仓 |
| — | LEGG MASON ETF INVT | $51.44万 | 0.14% | 9,248 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $52.70万 | 0.14% | 1,683 | -2 | -0.1% | -$626 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $53.88万 | 0.15% | 16,955 | 1,815 | 12.0% | $5.77万 | 加仓 |
| TLH | ISHARES TR | $55.06万 | 0.15% | 5,487 | 317 | 6.1% | $3.18万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $57.59万 | 0.16% | 6,672 | -204 | -3.0% | -$1.76万 | 减仓 |
| VB | VANGUARD INDEX FDS | $58.61万 | 0.16% | 1,934 | 37 | 2.0% | $1.12万 | 加仓 |
| DGRW | WISDOMTREE TR | $58.90万 | 0.16% | 6,159 | 12 | 0.2% | $1,148 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $59.42万 | 0.16% | 4,067 | 1,224 | 43.1% | $17.88万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $59.49万 | 0.16% | 2,325 | 23 | 1.0% | $5,885 | 加仓 |
| IWB | ISHARES TR | $60.15万 | 0.16% | 1,469 | -206 | -12.3% | -$8.44万 | 减仓 |
| DTD | WISDOMTREE TR | $60.58万 | 0.16% | 6,497 | -281 | -4.1% | -$2.62万 | 减仓 |
| TPR | TAPESTRY INC | $61.13万 | 0.17% | 4,176 | 4,176 | — | $61.13万 | 新建仓 |
| VCYT | VERACYTE INC | $61.65万 | 0.17% | 10,497 | -2,607 | -19.9% | -$15.31万 | 减仓 |
| VHT | VANGUARD WORLD FD | $62.67万 | 0.17% | 2,096 | -60 | -2.8% | -$1.79万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $62.85万 | 0.17% | 1,008 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $64.53万 | 0.17% | 752 | 752 | — | $64.53万 | 新建仓 |
| C | CITIGROUP INC | $66.96万 | 0.18% | 4,784 | -72 | -1.5% | -$1.01万 | 减仓 |
| USMV | ISHARES TR | $68.19万 | 0.18% | 7,070 | -487 | -6.4% | -$4.70万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $69.02万 | 0.19% | 9,687 | 281 | 3.0% | $2.00万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $69.16万 | 0.19% | 4,281 | -251 | -5.5% | -$4.05万 | 减仓 |
| INCY | INCYTE CORP | $71.89万 | 0.19% | 6,342 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $71.99万 | 0.20% | 4,537 | -106 | -2.3% | -$1.68万 | 减仓 |
| DGRO | ISHARES TR | $72.03万 | 0.20% | 9,504 | 1,431 | 17.7% | $10.85万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $72.28万 | 0.20% | 2,570 | -101 | -3.8% | -$2.84万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $72.66万 | 0.20% | 14,425 | 2,917 | 25.3% | $14.69万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $77.41万 | 0.21% | 10,728 | -423 | -3.8% | -$3.05万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $77.84万 | 0.21% | 2,104 | 55 | 2.7% | $2.03万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $77.91万 | 0.21% | 1,631 | 27 | 1.7% | $1.29万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $80.75万 | 0.22% | 8,962 | 8 | 0.1% | $721 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $81.71万 | 0.22% | 1,645 | -21 | -1.3% | -$1.04万 | 减仓 |
| COO | COOPER COS INC | $84.04万 | 0.23% | 11,719 | -762 | -6.1% | -$5.46万 | 减仓 |