Alpha Financial Partners LLC
LEXINGTON KY · SEC CIK 0001966219
$1.90亿2026Q2 申报市值
118持仓数
60.7%前十大占比 · 第一大 26.4%
22 / 8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
ICSH 新建仓+$152.94万
PFFD 新建仓+$141.07万
SPCX 新建仓+$70.39万
MU 新建仓+$56.36万
PHYS 新建仓+$44.12万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$148.28万
PFF 减仓-$109.60万
SGOV 减仓-$107.70万
SPYM 减仓-$78.71万
IJR 减仓-$56.51万
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 |
|---|---|---|---|---|---|---|---|---|
| SPYI | NEOS ETF TRUST | $134.48万 | 0.71% | 25,331 | -1,919 | -7.0% | -$10.19万 | 减仓 |
| GOOG | ALPHABET INC | $135.42万 | 0.71% | 3,833 | 51 | 1.3% | $1.80万 | 加仓 |
| IFRA | ISHARES TR | $136.41万 | 0.72% | 21,639 | -172 | -0.8% | -$1.08万 | 减仓 |
| PFFD | GLOBAL X FDS | $141.07万 | 0.74% | 75,479 | 75,479 | — | $141.07万 | 新建仓 |
| LGN | LEGENCE CORP | $152.28万 | 0.80% | 17,867 | 1 | 0.0% | $85 | 加仓 |
| ICSH | ISHARES TR | $152.94万 | 0.80% | 30,237 | 30,237 | — | $152.94万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $158.53万 | 0.83% | 2,123 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $170.72万 | 0.90% | 8,532 | 865 | 11.3% | $17.31万 | 加仓 |
| IXC | ISHARES TR | $189.10万 | 0.99% | 38,490 | 1,072 | 2.9% | $5.27万 | 加仓 |
| MUNI | PIMCO ETF TR | $189.29万 | 0.99% | 35,986 | -1,014 | -2.7% | -$5.33万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $193.60万 | 1.02% | 10,096 | 788 | 8.5% | $15.11万 | 加仓 |
| USRT | ISHARES TR | $203.09万 | 1.07% | 30,563 | -155 | -0.5% | -$1.03万 | 减仓 |
| AAPL | APPLE INC | $227.09万 | 1.19% | 7,848 | 101 | 1.3% | $2.92万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $253.26万 | 1.33% | 3,687 | -112 | -2.9% | -$7.69万 | 减仓 |
| PWR | QUANTA SVCS INC | $323.37万 | 1.70% | 4,491 | 3 | 0.1% | $2,160 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $404.71万 | 2.13% | 12,364 | 13 | 0.1% | $4,255 | 加仓 |
| IJR | ISHARES TR | $408.45万 | 2.15% | 27,540 | -3,810 | -12.2% | -$56.51万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $472.44万 | 2.48% | 53,760 | -8,956 | -14.3% | -$78.71万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $568.77万 | 2.99% | 83,630 | 106 | 0.1% | $7,209 | 加仓 |
| MUB | ISHARES TR | $611.05万 | 3.21% | 56,778 | 984 | 1.8% | $10.59万 | 加仓 |
| QQQ | INVESCO QQQ TR | $631.93万 | 3.32% | 8,581 | 540 | 6.7% | $39.77万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $659.09万 | 3.46% | 225,175 | 14,726 | 7.0% | $43.10万 | 加仓 |
| IXUS | ISHARES TR | $690.57万 | 3.63% | 72,356 | 605 | 0.8% | $5.77万 | 加仓 |
| IJH | ISHARES TR | $755.32万 | 3.97% | 97,953 | -3,790 | -3.7% | -$29.22万 | 减仓 |
| AGG | ISHARES TR | $1,745.75万 | 9.17% | 176,374 | 1,704 | 1.0% | $16.87万 | 加仓 |
| IVV | ISHARES TR | $5,016.39万 | 26.35% | 66,984 | -1,980 | -2.9% | -$148.28万 | 减仓 |