Altura Wealth Advisors Inc.
SANTA CLARA CA · SEC CIK 0001931465
$2.29亿2026Q1 申报市值
75持仓数
50.4%前十大占比 · 第一大 8.6%
12 / 2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
SMH 加仓+$316.67万
VBK 新建仓+$263.25万
EFG 新建仓+$239.95万
ORCL 加仓+$180.18万
META 加仓+$162.82万
2026Q1 卖出最多 按季末市值估算
MRK 减仓-$314.93万
DIMENSIONAL ETF 减仓-$303.92万
VEA 减仓-$258.29万
VIS 减仓-$150.83万
VWO 减仓-$135.98万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -1,428 | -100.0% | -$36.71万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -1,150 | -100.0% | -$23.12万 | 清仓 |
| IYW | ISHARES TR | $20.64万 | 0.09% | 1,138 | -49 | -4.1% | -$8,888 | 减仓 |
| IVV | ISHARES TR | $20.91万 | 0.09% | 320 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.19万 | 0.09% | 874 | 73 | 9.1% | $1.77万 | 加仓 |
| CVX | CHEVRON CORPORATION | $21.46万 | 0.09% | 1,037 | 1,037 | — | $21.46万 | 新建仓 |
| IYM | ISHARES TR | $21.78万 | 0.10% | 1,238 | 1,238 | — | $21.78万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $21.85万 | 0.10% | 5,622 | 14 | 0.2% | $544 | 加仓 |
| SLYG | SPDR SERIES TRUST | $22.14万 | 0.10% | 2,292 | -149 | -6.1% | -$1.44万 | 减仓 |
| CSX | CSX CORP | $22.51万 | 0.10% | 5,483 | 5,483 | — | $22.51万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $25.51万 | 0.11% | 1,254 | 1 | 0.1% | $203 | 加仓 |
| QCOM | QUALCOMM INC | $29.86万 | 0.13% | 2,318 | 14 | 0.6% | $1,803 | 加仓 |
| AOR | ISHARES TR | $30.70万 | 0.13% | 4,771 | -820 | -14.7% | -$5.28万 | 减仓 |
| GOOG | ALPHABET INC | $32.92万 | 0.14% | 1,148 | -319 | -21.7% | -$9.15万 | 减仓 |
| QQQ | INVESCO QQQ TR | $35.06万 | 0.15% | 607 | 607 | — | $35.06万 | 新建仓 |
| AOA | ISHARES TR | $35.36万 | 0.15% | 3,996 | -619 | -13.4% | -$5.48万 | 减仓 |
| VB | VANGUARD INDEX FDS | $37.18万 | 0.16% | 1,420 | 1,420 | — | $37.18万 | 新建仓 |
| AGG | ISHARES TR | $37.65万 | 0.16% | 3,792 | -1,438 | -27.5% | -$14.28万 | 减仓 |
| DHR | DANAHER CORP DEL | $42.07万 | 0.18% | 2,219 | -2,499 | -53.0% | -$47.38万 | 减仓 |
| FALN | ISHARES TR | $45.49万 | 0.20% | 17,026 | 155 | 0.9% | $4,142 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $49.15万 | 0.21% | 3,066 | 3,066 | — | $49.15万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $72.46万 | 0.32% | 1,114 | 230 | 26.0% | $14.96万 | 加仓 |
| LLY | ELI LILLY & CO | $72.60万 | 0.32% | 789 | 595 | 306.7% | $54.75万 | 加仓 |
| — | BANK MONTREAL MEDIUM | $82.04万 | 0.36% | 52,489 | -3,787 | -6.7% | -$5.92万 | 减仓 |
| WMT | WALMART INC | $82.72万 | 0.36% | 6,656 | 6,656 | — | $82.72万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $83.17万 | 0.36% | 13,713 | -98 | -0.7% | -$5,944 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $83.27万 | 0.36% | 5,680 | 100 | 1.8% | $1.47万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $84.92万 | 0.37% | 852 | 852 | — | $84.92万 | 新建仓 |
| LOW | LOWES COS INC | $109.64万 | 0.48% | 4,640 | 510 | 12.3% | $12.05万 | 加仓 |
| IGV | ISHARES TR | $110.60万 | 0.48% | 13,816 | 2,739 | 24.7% | $21.93万 | 加仓 |
| VAW | VANGUARD WORLD FD | $122.72万 | 0.54% | 5,446 | 616 | 12.8% | $13.88万 | 加仓 |
| UNP | UNION PAC CORP | $124.20万 | 0.54% | 5,119 | 868 | 20.4% | $21.06万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $124.63万 | 0.54% | 23,059 | -25,159 | -52.2% | -$135.98万 | 减仓 |
| EQIX | EQUINIX INC | $132.53万 | 0.58% | 1,352 | -1,132 | -45.6% | -$110.97万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $133.54万 | 0.58% | 2,717 | 195 | 7.7% | $9.58万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $136.74万 | 0.60% | 34,635 | -24,697 | -41.6% | -$97.50万 | 减仓 |
| APP | APPLOVIN CORP | $138.07万 | 0.60% | 3,469 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $141.08万 | 0.62% | 6,242 | 882 | 16.5% | $19.93万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $144.00万 | 0.63% | 5,322 | 5,322 | — | $144.00万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $150.34万 | 0.66% | 6,150 | 6,150 | — | $150.34万 | 新建仓 |
| ABBV | ABBVIE INC | $150.48万 | 0.66% | 6,919 | 5,717 | 475.6% | $124.34万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $164.44万 | 0.72% | 35,832 | -20,217 | -36.1% | -$92.78万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $182.09万 | 0.79% | 47,394 | 9,217 | 24.1% | $35.41万 | 加仓 |
| ORCL | ORACLE CORP | $212.49万 | 0.93% | 14,444 | 12,248 | 557.7% | $180.18万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $221.70万 | 0.97% | 4,437 | 488 | 12.4% | $24.38万 | 加仓 |
| V | VISA INC | $228.72万 | 1.00% | 7,568 | 849 | 12.6% | $25.66万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $232.53万 | 1.01% | 5,956 | 494 | 9.0% | $19.29万 | 加仓 |
| SGOV | ISHARES TR | $236.02万 | 1.03% | 23,447 | -12,995 | -35.7% | -$130.81万 | 减仓 |
| EFG | ISHARES TR | $239.95万 | 1.05% | 21,545 | 21,545 | — | $239.95万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $241.92万 | 1.06% | 18,203 | 164 | 0.9% | $2.18万 | 加仓 |
| META | META PLATFORMS INC | $247.89万 | 1.08% | 4,333 | 2,846 | 191.4% | $162.82万 | 加仓 |
| MSFT | MICROSOFT CORP | $249.90万 | 1.09% | 6,751 | 743 | 12.4% | $27.50万 | 加仓 |
| MRK | MERCK & CO INC | $262.05万 | 1.14% | 21,785 | -26,181 | -54.6% | -$314.93万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $263.25万 | 1.15% | 8,710 | 8,710 | — | $263.25万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $279.77万 | 1.22% | 10,273 | -3,843 | -27.2% | -$104.66万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $324.73万 | 1.42% | 79,533 | -25,804 | -24.5% | -$105.36万 | 减仓 |
| VOX | VANGUARD WORLD FD | $326.03万 | 1.42% | 18,129 | 4,075 | 29.0% | $73.28万 | 加仓 |
| SMH | VANECK ETF TRUST | $345.62万 | 1.51% | 9,015 | 8,260 | 1,094.0% | $316.67万 | 加仓 |
| VDC | VANGUARD WORLD FD | $357.94万 | 1.56% | 15,938 | -4,636 | -22.5% | -$104.12万 | 减仓 |
| GLD | SPDR GOLD TR | $379.95万 | 1.66% | 8,830 | -704 | -7.4% | -$30.29万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $389.57万 | 1.70% | 54,768 | -42,727 | -43.8% | -$303.92万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $394.77万 | 1.72% | 12,305 | 165 | 1.4% | $5.29万 | 加仓 |
| VIS | VANGUARD WORLD FD | $478.06万 | 2.09% | 15,312 | -4,831 | -24.0% | -$150.83万 | 减仓 |
| VFH | VANGUARD WORLD FD | $479.72万 | 2.09% | 39,708 | 2,009 | 5.3% | $24.27万 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $495.35万 | 2.16% | 39,618 | 3,947 | 11.1% | $49.35万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $631.09万 | 2.75% | 98,485 | -40,308 | -29.0% | -$258.29万 | 减仓 |
| VCR | VANGUARD WORLD FD | $641.01万 | 2.80% | 17,854 | 305 | 1.7% | $10.95万 | 加仓 |
| AMZN | AMAZON COM INC | $663.38万 | 2.90% | 31,852 | 707 | 2.3% | $14.72万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $707.95万 | 3.09% | 94,267 | -13 | -0.0% | -$976 | 减仓 |
| GOOGL | ALPHABET INC | $714.88万 | 3.12% | 24,860 | -4,219 | -14.5% | -$121.32万 | 减仓 |
| MUNI | PIMCO ETF TR | $902.65万 | 3.94% | 172,955 | -10,014 | -5.5% | -$52.26万 | 减仓 |
| VGT | VANGUARD WORLD FD | $970.26万 | 4.23% | 13,906 | 68 | 0.5% | $4.74万 | 加仓 |
| AAPL | APPLE INC | $1,015.95万 | 4.43% | 40,031 | 4,059 | 11.3% | $103.01万 | 加仓 |
| JNK | SPDR SERIES TRUST | $1,065.68万 | 4.65% | 111,333 | 2,237 | 2.1% | $21.41万 | 加仓 |
| MUB | ISHARES TR | $1,658.32万 | 7.24% | 156,224 | 3,913 | 2.6% | $41.54万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,881.13万 | 8.21% | 255,450 | 8,026 | 3.2% | $59.10万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,973.41万 | 8.61% | 113,154 | 5,289 | 4.9% | $92.24万 | 加仓 |