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 |
|---|---|---|---|---|---|---|---|---|
| PFF | ISHARES TR | $25.04万 | 0.13% | 8,213 | -35,948 | -81.4% | -$109.60万 | 减仓 |
| INTC | INTEL CORP | $24.76万 | 0.13% | 1,773 | 1,773 | — | $24.76万 | 新建仓 |
| MTUM | ISHARES TR | $24.46万 | 0.13% | 713 | 713 | — | $24.46万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $24.36万 | 0.13% | 774 | 27 | 3.6% | $8,498 | 加仓 |
| ORCL | ORACLE CORP | $23.53万 | 0.12% | 1,606 | 80 | 5.2% | $1.17万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $23.08万 | 0.12% | 2,630 | -30 | -1.1% | -$2,633 | 减仓 |
| CVX | CHEVRON CORPORATION | $22.99万 | 0.12% | 1,387 | 27 | 2.0% | $4,476 | 加仓 |
| AMGN | AMGEN INC | $22.83万 | 0.12% | 631 | 44 | 7.5% | $1.59万 | 加仓 |
| PCAR | PACCAR INC | $22.63万 | 0.12% | 1,884 | -47 | -2.4% | -$5,646 | 减仓 |
| V | VISA INC | $22.36万 | 0.12% | 652 | 652 | — | $22.36万 | 新建仓 |
| QCOM | QUALCOMM INC | $22.32万 | 0.12% | 1,208 | -89 | -6.9% | -$1.64万 | 重新持有 |
| PLD | PROLOGIS INC. | $21.49万 | 0.11% | 1,587 | -118 | -6.9% | -$1.60万 | 减仓 |
| CAT | CATERPILLAR INC | $21.06万 | 0.11% | 198 | 198 | — | $21.06万 | 新建仓 |
| NUDM | NUSHARES ETF TR | $20.89万 | 0.11% | 5,220 | 5,220 | — | $20.89万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $20.85万 | 0.11% | 657 | 657 | — | $20.85万 | 新建仓 |
| ALL | ALLSTATE CORP | $20.79万 | 0.11% | 874 | -514 | -37.0% | -$12.23万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $20.54万 | 0.11% | 759 | 759 | — | $20.54万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $20.16万 | 0.11% | 1,524 | 1,524 | — | $20.16万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -5,411 | -100.0% | -$41.77万 | 清仓 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | -3,676 | -100.0% | -$28.35万 | 清仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -5,610 | -100.0% | -$28.05万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,856 | -100.0% | -$27.47万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -816 | -100.0% | -$25.37万 | 清仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -2,074 | -100.0% | -$23.72万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -445 | -100.0% | -$22.25万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,781 | -100.0% | -$20.48万 | 清仓 |