Alpha Financial Partners LLC
LEXINGTON KY · SEC CIK 0001966219
$1.69亿2026Q1 申报市值
103持仓数
62.6%前十大占比 · 第一大 26.7%
8 / 1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
IXC 新建仓+$215.57万
GRID 新建仓+$152.26万
ALLW 加仓+$69.36万
CGXU 加仓+$55.82万
TIP 新建仓+$55.02万
2026Q1 卖出最多 按季末市值估算
IJH 减仓-$90.61万
IFRA 减仓-$86.16万
SYK 清仓-$23.19万
IJR 减仓-$13.89万
PALC 减仓-$10.97万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $4,504.82万 | 26.67% | 68,964 | 429 | 0.6% | $28.02万 | 加仓 |
| AGG | ISHARES TR | $1,733.95万 | 10.26% | 174,670 | 824 | 0.5% | $8.18万 | 加仓 |
| IJH | ISHARES TR | $687.07万 | 4.07% | 101,743 | -13,418 | -11.7% | -$90.61万 | 减仓 |
| IXUS | ISHARES TR | $621.65万 | 3.68% | 71,751 | 247 | 0.3% | $2.14万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $607.15万 | 3.59% | 210,449 | 24,041 | 12.9% | $69.36万 | 加仓 |
| MUB | ISHARES TR | $592.25万 | 3.51% | 55,794 | 3,351 | 6.4% | $35.57万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $485.94万 | 2.88% | 83,524 | 6,151 | 7.9% | $35.79万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $480.03万 | 2.84% | 62,716 | 15 | 0.0% | $1,148 | 加仓 |
| QQQ | INVESCO QQQ TR | $464.12万 | 2.75% | 8,041 | 531 | 7.1% | $30.65万 | 加仓 |
| IJR | ISHARES TR | $389.71万 | 2.31% | 31,350 | -1,117 | -3.4% | -$13.89万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $363.33万 | 2.15% | 12,351 | 63 | 0.5% | $1.85万 | 加仓 |
| PWR | QUANTA SVCS INC | $246.41万 | 1.46% | 4,488 | 6 | 0.1% | $3,294 | 加仓 |
| SGOV | ISHARES TR | $235.25万 | 1.39% | 23,371 | 472 | 2.1% | $4.75万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $227.04万 | 1.34% | 3,799 | 202 | 5.6% | $12.07万 | 加仓 |
| IXC | ISHARES TR | $215.57万 | 1.28% | 37,418 | 37,418 | — | $215.57万 | 新建仓 |
| AAPL | APPLE INC | $196.62万 | 1.16% | 7,747 | 394 | 5.4% | $10.00万 | 加仓 |
| MUNI | PIMCO ETF TR | $193.10万 | 1.14% | 37,000 | 9,737 | 35.7% | $50.82万 | 加仓 |
| USRT | ISHARES TR | $181.82万 | 1.08% | 30,718 | 1,377 | 4.7% | $8.15万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $152.26万 | 0.90% | 9,308 | 9,308 | — | $152.26万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $138.06万 | 0.82% | 2,123 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS ETF TRUST | $134.53万 | 0.80% | 27,250 | 2,990 | 12.3% | $14.76万 | 加仓 |
| PFF | ISHARES TR | $133.90万 | 0.79% | 44,161 | 3,673 | 9.1% | $11.14万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $133.72万 | 0.79% | 7,667 | 372 | 5.1% | $6.49万 | 加仓 |
| IFRA | ISHARES TR | $124.76万 | 0.74% | 21,811 | -15,062 | -40.8% | -$86.16万 | 减仓 |
| IAU | ISHARES GOLD TR | $119.85万 | 0.71% | 13,595 | 635 | 4.9% | $5.60万 | 加仓 |
| MSFT | MICROSOFT CORP | $117.78万 | 0.70% | 3,182 | 28 | 0.9% | $1.04万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $111.63万 | 0.66% | 29,056 | 11,047 | 61.3% | $42.44万 | 加仓 |
| GOOG | ALPHABET INC | $108.49万 | 0.64% | 3,782 | -48 | -1.3% | -$1.38万 | 减仓 |
| FLOT | ISHARES TR | $103.75万 | 0.61% | 20,362 | 643 | 3.3% | $3.28万 | 加仓 |
| LGN | LEGENCE CORP | $100.87万 | 0.60% | 17,866 | 9 | 0.1% | $508 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $89.68万 | 0.53% | 30,411 | 18,928 | 164.8% | $55.82万 | 加仓 |
| — | EXXON MOBIL CORP | $84.25万 | 0.50% | 4,966 | 53 | 1.1% | $8,992 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $82.18万 | 0.49% | 1,715 | 83 | 5.1% | $3.98万 | 加仓 |
| AMZN | AMAZON COM INC | $80.74万 | 0.48% | 3,877 | 107 | 2.8% | $2.23万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $76.46万 | 0.45% | 767 | -9 | -1.2% | -$8,972 | 减仓 |
| GLDM | WORLD GOLD TR | $70.36万 | 0.42% | 7,591 | -569 | -7.0% | -$5.27万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $65.34万 | 0.39% | 2,037 | -25 | -1.2% | -$8,020 | 减仓 |
| TSLA | TESLA INC | $64.91万 | 0.38% | 1,746 | -2 | -0.1% | -$744 | 减仓 |
| IGSB | ISHARES TR | $63.32万 | 0.37% | 12,048 | 90 | 0.8% | $4,730 | 加仓 |
| LLY | ELI LILLY & CO | $63.22万 | 0.37% | 687 | 76 | 12.4% | $6.99万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $62.95万 | 0.37% | 16,297 | -2,654 | -14.0% | -$10.25万 | 减仓 |
| VGT | VANGUARD WORLD FD | $61.77万 | 0.37% | 885 | 42 | 5.0% | $2.93万 | 加仓 |
| AVGO | BROADCOM INC | $61.39万 | 0.36% | 1,983 | -56 | -2.7% | -$1.73万 | 减仓 |
| TJX | TJX COS INC NEW | $59.48万 | 0.35% | 3,724 | -198 | -5.0% | -$3.16万 | 减仓 |
| QQQI | NEOS ETF TRUST | $57.66万 | 0.34% | 11,603 | 1,039 | 9.8% | $5.16万 | 加仓 |
| MAGS | LISTED FDS TR | $56.91万 | 0.34% | 9,823 | 143 | 1.5% | $8,285 | 加仓 |
| PALC | PACER FDS TR | $55.60万 | 0.33% | 10,732 | -2,117 | -16.5% | -$10.97万 | 减仓 |
| TIP | ISHARES TR | $55.02万 | 0.33% | 4,986 | 4,986 | — | $55.02万 | 新建仓 |
| IWR | ISHARES TR | $54.23万 | 0.32% | 5,578 | -196 | -3.4% | -$1.91万 | 减仓 |
| HD | HOME DEPOT INC | $50.90万 | 0.30% | 1,548 | 74 | 5.0% | $2.43万 | 加仓 |
| CMI | CUMMINS INC | $50.20万 | 0.30% | 933 | -121 | -11.5% | -$6.51万 | 减仓 |
| ETN | EATON CORP PLC | $49.88万 | 0.30% | 1,395 | 88 | 6.7% | $3.15万 | 加仓 |
| SLQD | ISHARES TR | $49.57万 | 0.29% | 9,818 | -81 | -0.8% | -$4,090 | 减仓 |
| IWY | ISHARES TR | $48.73万 | 0.29% | 1,958 | 1 | 0.1% | $249 | 加仓 |
| SLV | ISHARES SILVER TR | $48.52万 | 0.29% | 7,120 | 600 | 9.2% | $4.09万 | 加仓 |
| GOOGL | ALPHABET INC | $48.05万 | 0.28% | 1,671 | 44 | 2.7% | $1.27万 | 加仓 |
| WMT | WALMART INC | $47.92万 | 0.28% | 3,856 | 306 | 8.6% | $3.80万 | 加仓 |
| PAVE | GLOBAL X FDS | $47.67万 | 0.28% | 9,382 | 62 | 0.7% | $3,150 | 加仓 |
| GEV | GE VERNOVA INC | $44.87万 | 0.27% | 514 | 10 | 2.0% | $8,730 | 加仓 |
| QUAL | ISHARES TR | $44.27万 | 0.26% | 2,308 | 237 | 11.4% | $4.55万 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $44.01万 | 0.26% | 10,793 | 823 | 8.3% | $3.36万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $41.77万 | 0.25% | 5,411 | 1,910 | 54.6% | $14.74万 | 加仓 |
| META | META PLATFORMS INC | $40.21万 | 0.24% | 703 | 39 | 5.9% | $2.23万 | 加仓 |
| BAC | BANK AMERICA CORP | $39.46万 | 0.23% | 8,095 | -437 | -5.1% | -$2.13万 | 减仓 |
| ABBV | ABBVIE INC | $38.61万 | 0.23% | 1,775 | -23 | -1.3% | -$5,003 | 减仓 |
| HDV | ISHARES TR | $37.10万 | 0.22% | 2,734 | 16 | 0.6% | $2,171 | 加仓 |
| GE | GE AEROSPACE | $36.73万 | 0.22% | 1,294 | 51 | 4.1% | $1.45万 | 加仓 |
| ACWX | ISHARES TR | $36.52万 | 0.22% | 5,333 | -1,204 | -18.4% | -$8.24万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $34.31万 | 0.20% | 4,258 | 4,258 | — | $34.31万 | 新建仓 |
| FDX | FEDEX CORP | $30.39万 | 0.18% | 853 | 6 | 0.7% | $2,138 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $29.60万 | 0.18% | 3,207 | 6 | 0.2% | $554 | 加仓 |
| LOW | LOWES COS INC | $28.84万 | 0.17% | 1,221 | -3 | -0.2% | -$709 | 减仓 |
| ALL | ALLSTATE CORP | $28.78万 | 0.17% | 1,388 | -216 | -13.5% | -$4.48万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $28.35万 | 0.17% | 3,676 | -40 | -1.1% | -$3,085 | 减仓 |
| CTAS | CINTAS CORP | $28.16万 | 0.17% | 1,665 | 101 | 6.5% | $1.71万 | 加仓 |
| CVX | CHEVRON CORPORATION | $28.13万 | 0.17% | 1,360 | 1,360 | — | $28.13万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $28.05万 | 0.17% | 5,610 | 41 | 0.7% | $2,050 | 加仓 |
| NFLX | NETFLIX INC. | $27.47万 | 0.16% | 2,856 | 394 | 16.0% | $3.79万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $26.95万 | 0.16% | 1,866 | 428 | 29.8% | $6.18万 | 重新持有 |
| IVE | ISHARES TR | $26.65万 | 0.16% | 1,262 | 1,262 | — | $26.65万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $26.53万 | 0.16% | 1,791 | -25 | -1.4% | -$3,703 | 减仓 |
| MCD | MCDONALDS CORP | $25.37万 | 0.15% | 816 | -25 | -3.0% | -$7,774 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $25.18万 | 0.15% | 1,895 | 1 | 0.1% | $133 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $25.00万 | 0.15% | 11,352 | 79 | 0.7% | $1,740 | 加仓 |
| USMV | ISHARES TR | $24.76万 | 0.15% | 2,670 | 15 | 0.6% | $1,391 | 加仓 |
| NEE | NEXTERA ENERGY INC | $24.70万 | 0.15% | 2,660 | -204 | -7.1% | -$1.89万 | 减仓 |
| IWD | ISHARES TR | $24.67万 | 0.15% | 1,154 | -27 | -2.3% | -$5,771 | 减仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $24.60万 | 0.15% | 6,645 | 0 | 0.0% | — | 不变 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $24.49万 | 0.14% | 4,926 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $24.47万 | 0.14% | 3,508 | 3,508 | — | $24.47万 | 新建仓 |
| KO | COCA COLA CO | $24.18万 | 0.14% | 3,180 | -74 | -2.3% | -$5,627 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $23.72万 | 0.14% | 2,074 | 41 | 2.0% | $4,688 | 加仓 |
| UNP | UNION PAC CORP | $22.83万 | 0.14% | 941 | -398 | -29.7% | -$9.66万 | 重新持有 |
| PLD | PROLOGIS INC. | $22.53万 | 0.13% | 1,705 | -252 | -12.9% | -$3.33万 | 减仓 |
| ORCL | ORACLE CORP | $22.45万 | 0.13% | 1,526 | 23 | 1.5% | $3,384 | 加仓 |
| PCAR | PACCAR INC | $22.30万 | 0.13% | 1,931 | 86 | 4.7% | $9,931 | 加仓 |
| MA | MASTERCARD INCORPORATED | $22.25万 | 0.13% | 445 | -70 | -13.6% | -$3.50万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $21.43万 | 0.13% | 747 | -3 | -0.4% | -$861 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $21.40万 | 0.13% | 8,876 | -2,730 | -23.5% | -$6.58万 | 减仓 |
| AMGN | AMGEN INC | $20.64万 | 0.12% | 587 | -98 | -14.3% | -$3.45万 | 减仓 |