Altura Wealth Advisors Inc.
SANTA CLARA CA · SEC CIK 0001931465
$2.97亿2026Q2 申报市值
84持仓数
46.3%前十大占比 · 第一大 7.5%
11 / 2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
NFLX 新建仓+$1,157.37万
VB 加仓+$354.78万
BND 加仓+$318.98万
VWO 加仓+$289.03万
ARTY 新建仓+$234.06万
2026Q2 卖出最多 按季末市值估算
VBK 清仓-$263.25万
SMH 减仓-$253.68万
EFG 清仓-$239.95万
MUNI 减仓-$88.96万
BANK MONTREAL ME 减仓-$78.54万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -8,710 | -100.0% | -$263.25万 | 清仓 |
| EFG | ISHARES TR | $0 | 0.00% | 0 | -21,545 | -100.0% | -$239.95万 | 清仓 |
| DIA | STATE STR SPDR DOW JONES IND | $21.13万 | 0.07% | 404 | 404 | — | $21.13万 | 新建仓 |
| UPRO | PROSHARES TR | $21.61万 | 0.07% | 1,524 | 1,524 | — | $21.61万 | 新建仓 |
| EXEL | EXELIXIS INC | $22.26万 | 0.08% | 4,092 | 4,092 | — | $22.26万 | 新建仓 |
| IYM | ISHARES TR | $22.28万 | 0.08% | 1,241 | 3 | 0.2% | $539 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $23.00万 | 0.08% | 818 | -56 | -6.4% | -$1.57万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $24.46万 | 0.08% | 2,053 | -239 | -10.4% | -$2.85万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $25.00万 | 0.08% | 5,636 | 14 | 0.2% | $621 | 加仓 |
| IVV | ISHARES TR | $25.22万 | 0.09% | 337 | 17 | 5.3% | $1.27万 | 加仓 |
| CSX | CSX CORP | $26.14万 | 0.09% | 5,499 | 16 | 0.3% | $760 | 加仓 |
| IYW | ISHARES TR | $27.17万 | 0.09% | 1,077 | -61 | -5.4% | -$1.54万 | 减仓 |
| CVX | CHEVRON CORPORATION | $27.38万 | 0.09% | 1,652 | 615 | 59.3% | $10.19万 | 加仓 |
| AOR | ISHARES TR | $31.47万 | 0.11% | 4,527 | -244 | -5.1% | -$1.70万 | 减仓 |
| AOA | ISHARES TR | $33.49万 | 0.11% | 3,432 | -564 | -14.1% | -$5.50万 | 减仓 |
| CMF | ISHARES TR | $36.77万 | 0.12% | 6,380 | 6,380 | — | $36.77万 | 新建仓 |
| DHR | DANAHER CORP DEL | $39.00万 | 0.13% | 2,047 | -172 | -7.8% | -$3.28万 | 减仓 |
| AGG | ISHARES TR | $40.95万 | 0.14% | 4,137 | 345 | 9.1% | $3.41万 | 加仓 |
| TXN | TEXAS INSTRS INC | $44.13万 | 0.15% | 1,480 | 1,480 | — | $44.13万 | 新建仓 |
| FALN | ISHARES TR | $44.34万 | 0.15% | 16,279 | -747 | -4.4% | -$2.03万 | 减仓 |
| BAC | BANK OF AMER CORP | $45.94万 | 0.15% | 8,062 | 8,062 | — | $45.94万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $50.48万 | 0.17% | 685 | 78 | 12.9% | $5.75万 | 加仓 |
| — | BANK MONTREAL MEDIUM | $56.41万 | 0.19% | 21,942 | -30,547 | -58.2% | -$78.54万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $72.16万 | 0.24% | 1,242 | -12 | -1.0% | -$6,972 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $72.80万 | 0.25% | 3,293 | 3,293 | — | $72.80万 | 新建仓 |
| HON | HONEYWELL INTL INC | $74.47万 | 0.25% | 3,326 | -2,916 | -46.7% | -$65.29万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $78.11万 | 0.26% | 13,556 | -157 | -1.1% | -$9,046 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $85.34万 | 0.29% | 1,143 | 29 | 2.6% | $2.17万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $89.92万 | 0.30% | 5,668 | -12 | -0.2% | -$1,904 | 减仓 |
| WMT | WALMART INC | $90.80万 | 0.31% | 8,017 | 1,361 | 20.4% | $15.41万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $96.49万 | 0.33% | 1,031 | 179 | 21.0% | $16.75万 | 加仓 |
| QCOM | QUALCOMM INC | $98.64万 | 0.33% | 5,338 | 3,020 | 130.3% | $55.81万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $104.08万 | 0.35% | 3,052 | -14 | -0.5% | -$4,774 | 减仓 |
| GOOG | ALPHABET INC | $111.23万 | 0.38% | 3,148 | 2,000 | 174.2% | $70.67万 | 加仓 |
| LLY | ELI LILLY & CO | $118.81万 | 0.40% | 991 | 202 | 25.6% | $24.22万 | 加仓 |
| — | ADVISOR MANAGED PORTFOLIOS | $122.33万 | 0.41% | 45,094 | 45,094 | — | $122.33万 | 新建仓 |
| LOW | LOWES COS INC | $130.56万 | 0.44% | 5,921 | 1,281 | 27.6% | $28.25万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $135.39万 | 0.46% | 1,403 | 1,403 | — | $135.39万 | 新建仓 |
| EDIV | SPDR INDEX SHS FDS | $142.53万 | 0.48% | 34,798 | 163 | 0.5% | $6,676 | 加仓 |
| VAW | VANGUARD WORLD FD | $143.02万 | 0.48% | 6,251 | 805 | 14.8% | $18.42万 | 加仓 |
| IGV | ISHARES TR | $149.75万 | 0.51% | 16,529 | 2,713 | 19.6% | $24.58万 | 加仓 |
| UNP | UNION PAC CORP | $152.90万 | 0.52% | 5,621 | 502 | 9.8% | $13.65万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $169.40万 | 0.57% | 3,379 | 662 | 24.4% | $33.19万 | 加仓 |
| APP | APPLOVIN CORP | $175.64万 | 0.59% | 3,409 | -60 | -1.7% | -$3.09万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $191.82万 | 0.65% | 7,553 | 1,403 | 22.8% | $35.63万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $201.21万 | 0.68% | 60,443 | 13,049 | 27.5% | $43.44万 | 加仓 |
| ABBV | ABBVIE INC | $220.14万 | 0.74% | 8,748 | 1,829 | 26.4% | $46.03万 | 加仓 |
| ARTY | ISHARES TR | $234.06万 | 0.79% | 30,733 | 30,733 | — | $234.06万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $241.33万 | 0.81% | 5,806 | 484 | 9.1% | $20.12万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $263.93万 | 0.89% | 5,139 | 702 | 15.8% | $36.05万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $269.80万 | 0.91% | 59,507 | 23,675 | 66.1% | $107.34万 | 加仓 |
| MRK | MERCK & CO INC | $279.61万 | 0.94% | 21,760 | -25 | -0.1% | -$3,212 | 减仓 |
| META | META PLATFORMS INC | $288.40万 | 0.97% | 5,120 | 787 | 18.2% | $44.33万 | 加仓 |
| ORCL | ORACLE CORP | $289.80万 | 0.98% | 19,775 | 5,331 | 36.9% | $78.12万 | 加仓 |
| V | VISA INC | $291.58万 | 0.98% | 8,499 | 931 | 12.3% | $31.94万 | 加仓 |
| EQIX | EQUINIX INC | $305.21万 | 1.03% | 2,928 | 1,576 | 116.6% | $164.28万 | 加仓 |
| SMH | VANECK ETF TRUST | $337.56万 | 1.14% | 5,147 | -3,868 | -42.9% | -$253.68万 | 减仓 |
| VHT | VANGUARD WORLD FD | $338.87万 | 1.14% | 11,333 | 1,060 | 10.3% | $31.69万 | 加仓 |
| GLD | SPDR GOLD TR | $352.50万 | 1.19% | 9,569 | 739 | 8.4% | $27.22万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $358.00万 | 1.21% | 18,791 | 588 | 3.2% | $11.20万 | 加仓 |
| SGOV | ISHARES TR | $366.51万 | 1.24% | 36,407 | 12,960 | 55.3% | $130.47万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $371.79万 | 1.25% | 84,441 | 4,908 | 6.2% | $21.61万 | 加仓 |
| VOX | VANGUARD WORLD FD | $378.38万 | 1.28% | 20,570 | 2,441 | 13.5% | $44.90万 | 加仓 |
| VDC | VANGUARD WORLD FD | $382.67万 | 1.29% | 16,970 | 1,032 | 6.5% | $23.27万 | 加仓 |
| VB | VANGUARD INDEX FDS | $397.82万 | 1.34% | 13,124 | 11,704 | 824.2% | $354.78万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $426.67万 | 1.44% | 71,481 | 48,422 | 210.0% | $289.03万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $449.50万 | 1.52% | 54,590 | -178 | -0.3% | -$1.47万 | 减仓 |
| MSFT | MICROSOFT CORP | $450.52万 | 1.52% | 12,078 | 5,327 | 78.9% | $198.70万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $454.98万 | 1.53% | 5,962 | 6 | 0.1% | $4,579 | 加仓 |
| VTI | VANGUARD INDEX FDS | $518.31万 | 1.75% | 14,007 | 1,702 | 13.8% | $62.98万 | 加仓 |
| VIS | VANGUARD WORLD FD | $570.95万 | 1.93% | 15,843 | 531 | 3.5% | $19.14万 | 加仓 |
| VFH | VANGUARD WORLD FD | $588.33万 | 1.98% | 44,706 | 4,998 | 12.6% | $65.77万 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $650.54万 | 2.19% | 44,466 | 4,848 | 12.2% | $70.93万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $766.14万 | 2.58% | 107,529 | 9,044 | 9.2% | $64.44万 | 加仓 |
| VCR | VANGUARD WORLD FD | $777.17万 | 2.62% | 19,595 | 1,741 | 9.8% | $69.05万 | 加仓 |
| AMZN | AMAZON COM INC | $798.37万 | 2.69% | 33,497 | 1,645 | 5.2% | $39.21万 | 加仓 |
| MUNI | PIMCO ETF TR | $820.79万 | 2.77% | 156,043 | -16,912 | -9.8% | -$88.96万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $846.98万 | 2.86% | 101,131 | 6,864 | 7.3% | $57.49万 | 加仓 |
| GOOGL | ALPHABET INC | $870.12万 | 2.93% | 24,348 | -512 | -2.1% | -$18.30万 | 减仓 |
| NFLX | NETFLIX INC. | $1,157.37万 | 3.90% | 162,096 | 162,096 | — | $1,157.37万 | 新建仓 |
| AAPL | APPLE INC | $1,180.08万 | 3.98% | 40,782 | 751 | 1.9% | $21.73万 | 加仓 |
| JNK | SPDR SERIES TRUST | $1,208.97万 | 4.08% | 125,451 | 14,118 | 12.7% | $136.06万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,349.91万 | 4.55% | 112,944 | 1,696 | 1.5% | $20.27万 | 加仓 |
| MUB | ISHARES TR | $1,882.09万 | 6.35% | 174,883 | 18,659 | 11.9% | $200.81万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,194.24万 | 7.40% | 298,902 | 43,452 | 17.0% | $318.98万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,227.97万 | 7.51% | 111,349 | -1,805 | -1.6% | -$36.12万 | 减仓 |