American Alpha Advisors, LLC
NEW YORK NY · SEC CIK 0002041441
$1.88亿2026Q1 申报市值
96持仓数
48.2%前十大占比 · 第一大 15.3%
11 / 7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
CRWD 新建仓+$156.94万
SHOP 新建仓+$122.18万
AMD 加仓+$104.07万
UBER 加仓+$95.48万
ECOW 加仓+$64.97万
2026Q1 卖出最多 按季末市值估算
COWZ 减仓-$155.62万
TGT 减仓-$112.26万
JEF 清仓-$108.45万
AMAT 减仓-$74.17万
RSP 减仓-$30.86万
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 |
|---|---|---|---|---|---|---|---|---|
| LEU | CENTRUS ENERGY CORP 看涨期权 | $0 | 0.00% | 0 | -4,700 | -100.0% | -$122.20万 | 清仓 |
| JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | -17,500 | -100.0% | -$108.45万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC 看跌期权 | $0 | 0.00% | 0 | -5,000 | -100.0% | -$85.00万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -1,250 | -100.0% | -$25.98万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,400 | -100.0% | -$24.89万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -9,366 | -100.0% | -$20.87万 | 清仓 |
| — | OLAPLEX HLDGS INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$6.70万 | 清仓 |
| — | RAIN ENHANCEMENT TECHNOLOGIE | $7,036 | 0.00% | 33,666 | 0 | 0.0% | — | 不变 |
| COTY | COTY INC | $5.03万 | 0.03% | 25,000 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $13.23万 | 0.07% | 30,850 | 17,500 | 131.1% | $7.51万 | 加仓 |
| GLD | SPDR GOLD TR | $22.50万 | 0.12% | 523 | 523 | — | $22.50万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $24.75万 | 0.13% | 724 | -2,170 | -75.0% | -$74.17万 | 减仓 |
| TJX | TJX COS INC NEW | $27.37万 | 0.15% | 1,714 | 210 | 14.0% | $3.35万 | 加仓 |
| DHI | D R HORTON INC | $27.40万 | 0.15% | 1,997 | 117 | 6.2% | $1.61万 | 加仓 |
| KHC | KRAFT HEINZ CO | $28.96万 | 0.15% | 12,879 | 3,995 | 45.0% | $8.98万 | 加仓 |
| EOG | EOG RES INC | $30.04万 | 0.16% | 2,078 | -1,504 | -42.0% | -$21.74万 | 重新持有 |
| UPS | UNITED PARCEL SVCS INC | $30.12万 | 0.16% | 3,062 | -1,426 | -31.8% | -$14.03万 | 重新持有 |
| CAH | CARDINAL HEALTH INC | $31.23万 | 0.17% | 1,478 | 1,478 | — | $31.23万 | 新建仓 |
| MSFT | MICROSOFT CORP | $31.35万 | 0.17% | 847 | 847 | — | $31.35万 | 新建仓 |
| ADBE | ADOBE INC | $33.23万 | 0.18% | 1,367 | 715 | 109.7% | $17.38万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $34.27万 | 0.18% | 3,722 | -701 | -15.8% | -$6.45万 | 减仓 |
| PCAR | PACCAR INC | $34.52万 | 0.18% | 2,989 | -248 | -7.7% | -$2.86万 | 减仓 |
| AAPL | APPLE INC | $34.64万 | 0.18% | 1,365 | 214 | 18.6% | $5.43万 | 加仓 |
| CRM | SALESFORCE INC | $35.11万 | 0.19% | 1,881 | 939 | 99.7% | $17.53万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $35.88万 | 0.19% | 5,000 | 5,000 | — | $35.88万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $36.16万 | 0.19% | 468 | 2 | 0.4% | $1,545 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $36.76万 | 0.20% | 1,854 | 1,074 | 137.7% | $21.30万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $36.87万 | 0.20% | 4,326 | -5 | -0.1% | -$426 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $37.79万 | 0.20% | 5,814 | -2,289 | -28.2% | -$14.88万 | 重新持有 |
| ADM | ARCHER DANIELS MIDLAND CO | $38.38万 | 0.20% | 5,280 | 5,280 | — | $38.38万 | 新建仓 |
| MPC | MARATHON PETE CORP | $39.24万 | 0.21% | 1,607 | -1,066 | -39.9% | -$26.03万 | 重新持有 |
| QLD | PROSHARES TR | $40.28万 | 0.21% | 6,604 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $40.57万 | 0.22% | 3,213 | 311 | 10.7% | $3.93万 | 加仓 |
| QCOM | QUALCOMM INC | $43.49万 | 0.23% | 3,377 | 15 | 0.4% | $1,932 | 加仓 |
| CMCSA | COMCAST CORP NEW | $45.90万 | 0.24% | 15,986 | 3,183 | 24.9% | $9.14万 | 重新持有 |
| GD | GENERAL DYNAMICS CORP | $46.75万 | 0.25% | 1,362 | 175 | 14.7% | $6.01万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $48.84万 | 0.26% | 116 | 22 | 23.4% | $9.26万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $49.41万 | 0.26% | 17,993 | -8,762 | -32.7% | -$24.06万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $49.89万 | 0.27% | 9,938 | -26 | -0.3% | -$1,305 | 重新持有 |
| F | FORD MTR CO | $50.11万 | 0.27% | 43,421 | -3,759 | -8.0% | -$4.34万 | 减仓 |
| TGT | TARGET CORP | $52.66万 | 0.28% | 4,345 | -9,262 | -68.1% | -$112.26万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $52.72万 | 0.28% | 1,114 | -5 | -0.4% | -$2,366 | 减仓 |
| ODD | ODDITY TECH LTD | $53.52万 | 0.28% | 40,000 | 40,000 | — | $53.52万 | 新建仓 |
| SLB | SLB LIMITED | $54.48万 | 0.29% | 10,601 | -1,814 | -14.6% | -$9.32万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $55.22万 | 0.29% | 2,792 | 483 | 20.9% | $9.55万 | 加仓 |
| DIS | DISNEY WALT CO | $57.39万 | 0.31% | 5,955 | 1,741 | 41.3% | $16.78万 | 加仓 |
| COP | CONOCOPHILLIPS | $57.99万 | 0.31% | 4,393 | -188 | -4.1% | -$2.48万 | 重新持有 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $60.27万 | 0.32% | 15,815 | 1,000 | 6.7% | $3.81万 | 加仓 |
| T | AT&T INC | $60.48万 | 0.32% | 20,864 | 2,725 | 15.0% | $7.90万 | 加仓 |
| PFE | PFIZER INC | $61.25万 | 0.33% | 21,814 | 668 | 3.2% | $1.88万 | 加仓 |
| MO | ALTRIA GROUP INC | $61.30万 | 0.33% | 9,290 | 544 | 6.2% | $3.59万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $62.16万 | 0.33% | 4,460 | 205 | 4.8% | $2.86万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $62.75万 | 0.33% | 10,000 | 10,000 | — | $62.75万 | 新建仓 |
| AMGN | AMGEN INC | $63.76万 | 0.34% | 1,812 | 72 | 4.1% | $2.53万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $64.48万 | 0.34% | 26,000 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $67.28万 | 0.36% | 6,215 | -458 | -6.9% | -$4.96万 | 减仓 |
| MRK | MERCK & CO INC | $67.86万 | 0.36% | 5,641 | -411 | -6.8% | -$4.94万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $68.34万 | 0.36% | 11,268 | 374 | 3.4% | $2.27万 | 加仓 |
| MCK | MCKESSON CORP | $69.75万 | 0.37% | 806 | 44 | 5.8% | $3.81万 | 加仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $75.60万 | 0.40% | 1,200 | -1,200 | -50.0% | -$75.60万 | 减仓 |
| CVX | CHEVRON CORPORATION | $76.43万 | 0.41% | 3,694 | 261 | 7.6% | $5.40万 | 加仓 |
| — | EXXON MOBIL CORP | $87.48万 | 0.46% | 5,156 | 500 | 10.7% | $8.48万 | 加仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $90.86万 | 0.48% | 35,000 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $93.43万 | 0.50% | 4,160 | 559 | 15.5% | $12.55万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $97.56万 | 0.52% | 21,259 | 708 | 3.4% | $3.25万 | 加仓 |
| CNEQ | THE ALGER ETF TRUST | $97.86万 | 0.52% | 31,445 | 500 | 1.6% | $1.56万 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $113.04万 | 0.60% | 22,460 | -8 | -0.0% | -$403 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $118.86万 | 0.63% | 16,525 | 13,274 | 408.3% | $95.48万 | 加仓 |
| SHOP | SHOPIFY INC | $122.18万 | 0.65% | 10,300 | 10,300 | — | $122.18万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $129.74万 | 0.69% | 2,801 | 60 | 2.2% | $2.78万 | 加仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $135.58万 | 0.72% | 32,996 | 225 | 0.7% | $9,245 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $138.43万 | 0.74% | 21,603 | -568 | -2.6% | -$3.64万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.76% | 2 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $144.15万 | 0.77% | 50,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $148.59万 | 0.79% | 5,180 | 160 | 3.2% | $4.59万 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $152.24万 | 0.81% | 8,770 | 427 | 5.1% | $7.41万 | 加仓 |
| NOW | SERVICENOW INC | $156.82万 | 0.83% | 15,000 | 5,000 | 50.0% | $52.27万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $156.94万 | 0.83% | 4,020 | 4,020 | — | $156.94万 | 新建仓 |
| TLT | ISHARES TR | $167.88万 | 0.89% | 19,366 | 1,513 | 8.5% | $13.12万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $191.58万 | 1.02% | 33,100 | 7,677 | 30.2% | $44.43万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $196.90万 | 1.05% | 10,259 | -1,608 | -13.6% | -$30.86万 | 减仓 |
| AMZN | AMAZON COM INC 看涨期权 | $200.00万 | 1.06% | 10,000 | 2,500 | 33.3% | $50.00万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $208.03万 | 1.11% | 10,226 | 5,116 | 100.1% | $104.07万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $240.38万 | 1.28% | 81,046 | 15,175 | 23.0% | $45.01万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $337.96万 | 1.80% | 62,528 | -4,472 | -6.7% | -$24.17万 | 减仓 |
| ELF | E L F BEAUTY INC | $351.41万 | 1.87% | 57,979 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC 看跌期权 | $385.00万 | 2.05% | 70,000 | 70,000 | — | $385.00万 | 新建仓 |
| COWZ | PACER FDS TR | $399.40万 | 2.12% | 63,843 | -24,875 | -28.0% | -$155.62万 | 减仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $442.50万 | 2.35% | 7,500 | 7,500 | — | $442.50万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $502.26万 | 2.67% | 19,176 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $507.85万 | 2.70% | 7,809 | -197 | -2.5% | -$12.81万 | 减仓 |
| DTH | WISDOMTREE TR | $527.38万 | 2.80% | 97,500 | 9,808 | 11.2% | $53.05万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $527.56万 | 2.80% | 105,427 | 2,301 | 2.2% | $11.51万 | 加仓 |
| PHYL | PGIM ETF TR | $531.70万 | 2.83% | 153,538 | 6,656 | 4.5% | $23.05万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $537.38万 | 2.86% | 132,556 | -4,694 | -3.4% | -$19.03万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $541.51万 | 2.88% | 27,600 | 2,392 | 9.5% | $46.93万 | 加仓 |
| ICOW | PACER FDS TR | $544.67万 | 2.89% | 128,338 | 4,976 | 4.0% | $21.12万 | 加仓 |
| ECOW | PACER FDS TR | $546.87万 | 2.91% | 205,052 | 24,362 | 13.5% | $64.97万 | 加仓 |