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 |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | $3,630.75万 | 11.79% | 641,702 | 46,912 | 7.9% | $265.43万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $3,423.01万 | 11.12% | 349,608 | 24,770 | 7.6% | $242.52万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $1,744.91万 | 5.67% | 294,650 | 20,140 | 7.3% | $119.27万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,296.88万 | 4.21% | 74,362 | 449 | 0.6% | $7.83万 | 加仓 |
| AAPL | APPLE INC | $976.39万 | 3.17% | 38,472 | 1,688 | 4.6% | $42.84万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $716.89万 | 2.33% | 11,023 | -1,026 | -8.5% | -$66.73万 | 减仓 |
| IVV | ISHARES TR | $703.44万 | 2.28% | 10,769 | 2,688 | 33.3% | $175.58万 | 加仓 |
| SOPH | SOPHIA GENETICS SA | $697.53万 | 2.27% | 1,409,160 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $534.59万 | 1.74% | 18,591 | 1,148 | 6.6% | $33.01万 | 加仓 |
| IWD | ISHARES TR | $520.90万 | 1.69% | 24,379 | -285 | -1.2% | -$6.09万 | 减仓 |
| IWF | ISHARES TR | $513.55万 | 1.67% | 12,044 | 170 | 1.4% | $7.25万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $433.74万 | 1.41% | 22,600 | -310 | -1.4% | -$5.95万 | 减仓 |
| MSFT | MICROSOFT CORP | $427.16万 | 1.39% | 11,539 | -593 | -4.9% | -$21.95万 | 减仓 |
| AMZN | AMAZON COM INC | $416.42万 | 1.35% | 19,994 | 748 | 3.9% | $15.58万 | 加仓 |
| IVW | ISHARES TR | $409.99万 | 1.33% | 36,247 | 9,829 | 37.2% | $111.18万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $408.77万 | 1.33% | 13,896 | 178 | 1.3% | $5.24万 | 加仓 |
| META | META PLATFORMS INC | $398.13万 | 1.29% | 6,959 | -102 | -1.4% | -$5.84万 | 减仓 |
| ITOT | ISHARES TR | $384.55万 | 1.25% | 26,999 | -34 | -0.1% | -$4,843 | 减仓 |
| IVE | ISHARES TR | $367.20万 | 1.19% | 17,390 | 5,713 | 48.9% | $120.63万 | 加仓 |
| QQQ | INVESCO QQQ TR | $324.82万 | 1.05% | 5,628 | -243 | -4.1% | -$14.02万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $311.24万 | 1.01% | 3,124 | -23 | -0.7% | -$2.29万 | 减仓 |
| QUAL | ISHARES TR | $288.70万 | 0.94% | 15,051 | 2,649 | 21.4% | $50.81万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $284.45万 | 0.92% | 13,313 | 150 | 1.1% | $3.20万 | 加仓 |
| KLAC | KLA CORP | $278.92万 | 0.91% | 1,894 | -11 | -0.6% | -$1.62万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $276.38万 | 0.90% | 14,087 | 588 | 4.4% | $11.54万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $265.33万 | 0.86% | 54,911 | 6,779 | 14.1% | $32.76万 | 加仓 |
| LLY | ELI LILLY & CO | $235.43万 | 0.76% | 2,560 | -12 | -0.5% | -$1.10万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $227.67万 | 0.74% | 6,739 | 2,888 | 75.0% | $97.57万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $223.51万 | 0.73% | 28,986 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $212.26万 | 0.69% | 36,483 | 17,524 | 92.4% | $101.95万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $207.01万 | 0.67% | 3,425 | 3,425 | — | $207.01万 | 新建仓 |
| NOBL | PROSHARES TR | $206.22万 | 0.67% | 19,453 | 883 | 4.8% | $9.36万 | 加仓 |
| BKIE | BNY MELLON ETF TRUST | $200.52万 | 0.65% | 21,462 | 816 | 4.0% | $7.62万 | 加仓 |
| TSLA | TESLA INC | $195.88万 | 0.64% | 5,269 | 64 | 1.2% | $2.38万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $195.48万 | 0.63% | 4,475 | 257 | 6.1% | $11.23万 | 加仓 |
| WMT | WALMART INC | $190.24万 | 0.62% | 15,307 | 67 | 0.4% | $8,327 | 加仓 |
| IEMG | ISHARES INC | $189.38万 | 0.61% | 27,151 | 12,730 | 88.3% | $88.79万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $179.69万 | 0.58% | 22,668 | -188 | -0.8% | -$1.49万 | 减仓 |
| CALY | CALLAWAY GOLF CO | $176.35万 | 0.57% | 127,054 | 127,054 | — | $176.35万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $174.91万 | 0.57% | 3,650 | 190 | 5.5% | $9.10万 | 加仓 |
| SGOV | ISHARES TR | $174.51万 | 0.57% | 17,336 | -1,829 | -9.5% | -$18.41万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $173.77万 | 0.56% | 12,468 | -3 | -0.0% | -$418 | 减仓 |
| ABBV | ABBVIE INC | $173.29万 | 0.56% | 7,968 | -44 | -0.5% | -$9,569 | 减仓 |
| EFV | ISHARES TR | $163.91万 | 0.53% | 22,046 | 11,690 | 112.9% | $86.92万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $161.65万 | 0.52% | 20,446 | 361 | 1.8% | $2.85万 | 加仓 |
| APP | APPLOVIN CORP | $157.69万 | 0.51% | 3,962 | 37 | 0.9% | $1.47万 | 加仓 |
| DLN | WISDOMTREE TR | $155.61万 | 0.51% | 17,420 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $150.09万 | 0.49% | 3,488 | 25 | 0.7% | $1.08万 | 加仓 |
| FTMA | PUTNAM ETF TRUST | $139.34万 | 0.45% | 155,428 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $138.88万 | 0.45% | 2,557 | 310 | 13.8% | $16.84万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $134.46万 | 0.44% | 14,324 | 62 | 0.4% | $5,820 | 加仓 |
| APH | AMPHENOL CORP | $126.76万 | 0.41% | 10,032 | 763 | 8.2% | $9.64万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $119.76万 | 0.39% | 4,261 | 4,261 | — | $119.76万 | 新建仓 |
| — | EXXON MOBIL CORP | $116.45万 | 0.38% | 6,864 | 726 | 11.8% | $12.32万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $105.04万 | 0.34% | 66,148 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $103.76万 | 0.34% | 4,367 | 798 | 22.4% | $18.96万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $102.18万 | 0.33% | 2,509 | 553 | 28.3% | $22.52万 | 加仓 |
| V | VISA INC | $101.78万 | 0.33% | 3,368 | -279 | -7.7% | -$8.43万 | 减仓 |
| IUSB | ISHARES TR | $100.69万 | 0.33% | 21,798 | 13,053 | 149.3% | $60.29万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $98.95万 | 0.32% | 3,949 | 210 | 5.6% | $5.26万 | 加仓 |
| HSY | HERSHEY CO | $95.86万 | 0.31% | 4,611 | 4,611 | — | $95.86万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $92.03万 | 0.30% | 4,524 | -98 | -2.1% | -$1.99万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $91.27万 | 0.30% | 25,198 | 14,119 | 127.4% | $51.14万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $90.97万 | 0.30% | 1,964 | -55 | -2.7% | -$2.55万 | 减仓 |
| MTUM | ISHARES TR | $89.90万 | 0.29% | 3,746 | 2,020 | 117.0% | $48.48万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $89.75万 | 0.29% | 27,238 | 15,573 | 133.5% | $51.31万 | 加仓 |
| COO | COOPER COS INC | $89.24万 | 0.29% | 12,481 | 12,481 | — | $89.24万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $89.20万 | 0.29% | 2,263 | 832 | 58.1% | $32.79万 | 加仓 |
| ORCL | ORACLE CORP | $89.19万 | 0.29% | 6,063 | 170 | 2.9% | $2.50万 | 加仓 |
| GOOG | ALPHABET INC | $88.90万 | 0.29% | 3,099 | 691 | 28.7% | $19.82万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $82.15万 | 0.27% | 3,037 | 3,037 | — | $82.15万 | 新建仓 |
| COHR | COHERENT CORP | $80.56万 | 0.26% | 3,382 | 70 | 2.1% | $1.67万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $80.21万 | 0.26% | 11,151 | -703 | -5.9% | -$5.06万 | 减仓 |
| MS | MORGAN STANLEY | $78.65万 | 0.26% | 4,779 | 198 | 4.3% | $3.26万 | 加仓 |
| EFG | ISHARES TR | $78.62万 | 0.26% | 7,059 | 7,059 | — | $78.62万 | 新建仓 |
| AVGO | BROADCOM INC | $78.52万 | 0.25% | 2,537 | 525 | 26.1% | $16.25万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $77.88万 | 0.25% | 1,008 | 8 | 0.8% | $6,181 | 加仓 |
| MUB | ISHARES TR | $77.15万 | 0.25% | 7,268 | 248 | 3.5% | $2.63万 | 加仓 |
| IJH | ISHARES TR | $75.13万 | 0.24% | 11,126 | -49 | -0.4% | -$3,309 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $74.39万 | 0.24% | 1,666 | 41 | 2.5% | $1.83万 | 加仓 |
| GE | GE AEROSPACE | $72.15万 | 0.23% | 2,542 | 72 | 2.9% | $2.04万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $70.74万 | 0.23% | 1,184 | 257 | 27.7% | $15.36万 | 加仓 |
| IJR | ISHARES TR | $70.34万 | 0.23% | 5,658 | -14 | -0.2% | -$1,740 | 减仓 |
| USMV | ISHARES TR | $70.08万 | 0.23% | 7,557 | -178 | -2.3% | -$1.65万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $68.78万 | 0.22% | 5,602 | 42 | 0.8% | $5,157 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $68.06万 | 0.22% | 4,643 | -72 | -1.5% | -$1.06万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $67.33万 | 0.22% | 8,954 | 12 | 0.1% | $902 | 加仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $66.35万 | 0.22% | 14,620 | 14,620 | — | $66.35万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $65.72万 | 0.21% | 2,049 | -42 | -2.0% | -$1.35万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $64.75万 | 0.21% | 2,671 | -113 | -4.1% | -$2.74万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $60.27万 | 0.20% | 9,406 | 2,893 | 44.4% | $18.54万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $60.05万 | 0.19% | 2,161 | -109 | -4.8% | -$3.03万 | 减仓 |
| FDX | FEDEX CORP | $60.02万 | 0.19% | 1,685 | 1,685 | — | $60.02万 | 新建仓 |
| SLV | ISHARES SILVER TR | $60.01万 | 0.19% | 8,807 | 307 | 3.6% | $2.09万 | 加仓 |
| IWB | ISHARES TR | $59.71万 | 0.19% | 1,675 | -149 | -8.2% | -$5.31万 | 减仓 |
| INCY | INCYTE CORP | $59.69万 | 0.19% | 6,342 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $58.71万 | 0.19% | 2,156 | -10 | -0.5% | -$2,723 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $58.70万 | 0.19% | 8,471 | 16 | 0.2% | $1,109 | 加仓 |
| DTD | WISDOMTREE TR | $58.53万 | 0.19% | 6,778 | -57 | -0.8% | -$4,922 | 减仓 |
| GH | GUARDANT HEALTH INC | $57.57万 | 0.19% | 6,233 | -126 | -2.0% | -$1.16万 | 减仓 |