American Alpha Advisors, LLC
NEW YORK NY · SEC CIK 0002041441
$1.85亿2026Q2 申报市值
95持仓数
43.5%前十大占比 · 第一大 6.9%
5 / 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
VTV 加仓+$187.38万
QTUM 新建仓+$165.38万
COWZ 加仓+$121.09万
RSP 加仓+$111.03万
NOW 加仓+$99.28万
2026Q2 卖出最多 按季末市值估算
GSAT 减仓-$3,116.11万
CRWD 清仓-$156.94万
BRK/A 减仓-$74.89万
CSCO 重新持有-$64.49万
BSX 清仓-$62.75万
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 |
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES TR | $1,282.49万 | 6.93% | 123,459 | 3,814 | 3.2% | $39.62万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,227.08万 | 6.63% | 386,969 | 4,763 | 1.2% | $15.10万 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $1,104.60万 | 5.97% | 15,000 | 7,500 | 100.0% | $552.30万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $788.86万 | 4.26% | 36,198 | 8,598 | 31.2% | $187.38万 | 加仓 |
| ECOW | PACER FDS TR | $630.75万 | 3.41% | 237,822 | 32,770 | 16.0% | $86.91万 | 加仓 |
| IDOG | ALPS ETF TR | $617.51万 | 3.34% | 149,954 | 15,563 | 11.6% | $64.09万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $606.94万 | 3.28% | 109,221 | 3,794 | 3.6% | $21.08万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $599.56万 | 3.24% | 10,321 | 95 | 0.9% | $5.52万 | 加仓 |
| DTH | WISDOMTREE TR | $596.94万 | 3.22% | 110,320 | 12,820 | 13.1% | $69.37万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $594.70万 | 3.21% | 146,533 | 13,977 | 10.5% | $56.73万 | 加仓 |
| VB | VANGUARD INDEX FDS | $590.45万 | 3.19% | 19,479 | 303 | 1.6% | $9.18万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $580.17万 | 3.13% | 7,769 | -40 | -0.5% | -$2.99万 | 减仓 |
| ICOW | PACER FDS TR | $578.67万 | 3.13% | 139,003 | 10,665 | 8.3% | $44.40万 | 加仓 |
| PHYL | PGIM ETF TR | $533.86万 | 2.88% | 153,056 | -482 | -0.3% | -$1.68万 | 减仓 |
| COWZ | PACER FDS TR | $518.19万 | 2.80% | 83,311 | 19,468 | 30.5% | $121.09万 | 加仓 |
| ELF | E L F BEAUTY INC | $495.64万 | 2.68% | 66,979 | 9,000 | 15.5% | $66.60万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $455.40万 | 2.46% | 76,294 | 13,766 | 22.0% | $82.17万 | 加仓 |
| GSAT | GLOBALSTAR INC | $406.45万 | 2.20% | 50,000 | -383,332 | -88.5% | -$3,116.11万 | 减仓 |
| BKDV | BNY MELLON ETF TRUST II | $349.36万 | 1.89% | 104,319 | 23,273 | 28.7% | $77.94万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $329.31万 | 1.78% | 15,477 | 5,218 | 50.9% | $111.03万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $287.77万 | 1.55% | 48,041 | 14,941 | 45.1% | $89.50万 | 加仓 |
| IONQ | IONQ INC | $266.30万 | 1.44% | 50,000 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $248.20万 | 1.34% | 25,000 | 10,000 | 66.7% | $99.28万 | 加仓 |
| AMZN | AMAZON COM INC 看涨期权 | $238.34万 | 1.29% | 10,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $183.63万 | 0.99% | 5,197 | 17 | 0.3% | $6,007 | 加仓 |
| GOOG | ALPHABET INC 看跌期权 | $176.66万 | 0.95% | 5,000 | 5,000 | — | $176.66万 | 新建仓 |
| TLT | ISHARES TR | $175.38万 | 0.95% | 20,294 | 928 | 4.8% | $8.02万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $165.38万 | 0.89% | 10,000 | 10,000 | — | $165.38万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $162.64万 | 0.88% | 22,826 | 1,223 | 5.7% | $8.71万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $154.94万 | 0.84% | 2,966 | 165 | 5.9% | $8.62万 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $136.31万 | 0.74% | 8,120 | -650 | -7.4% | -$10.91万 | 减仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $135.25万 | 0.73% | 30,719 | -2,277 | -6.9% | -$10.03万 | 减仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $123.58万 | 0.67% | 22,437 | -23 | -0.1% | -$1,267 | 减仓 |
| SHOP | SHOPIFY INC | $117.61万 | 0.64% | 10,300 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $114.61万 | 0.62% | 11,385 | 7,788 | 216.5% | $78.40万 | 重新持有 |
| XLU | SELECT SECTOR SPDR TR | $100.32万 | 0.54% | 22,126 | 867 | 4.1% | $3.93万 | 加仓 |
| CNEQ | THE ALGER ETF TRUST | $99.94万 | 0.54% | 24,216 | -7,229 | -23.0% | -$29.83万 | 减仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $90.01万 | 0.49% | 34,200 | -800 | -2.3% | -$2.11万 | 减仓 |
| VDC | VANGUARD WORLD FD | $89.86万 | 0.49% | 3,985 | -175 | -4.2% | -$3.95万 | 减仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $88.37万 | 0.48% | 1,200 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $81.91万 | 0.44% | 11,351 | -5,174 | -31.3% | -$37.34万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.40% | 1 | -1 | -50.0% | -$74.89万 | 减仓 |
| MRK | MERCK & CO INC | $73.33万 | 0.40% | 5,707 | 66 | 1.2% | $8,481 | 加仓 |
| — | EXXON MOBIL CORP | $72.63万 | 0.39% | 5,312 | 156 | 3.0% | $2.13万 | 加仓 |
| MO | ALTRIA GROUP INC | $66.84万 | 0.36% | 9,290 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $66.59万 | 0.36% | 1,839 | 27 | 1.5% | $9,777 | 加仓 |
| HYMB | SPDR SERIES TRUST | $66.14万 | 0.36% | 26,000 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $65.01万 | 0.35% | 11,283 | 15 | 0.1% | $864 | 加仓 |
| MCK | MCKESSON CORP | $64.75万 | 0.35% | 857 | 51 | 6.3% | $3.85万 | 加仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $64.75万 | 0.35% | 15,809 | -6 | -0.0% | -$246 | 减仓 |
| QLD | PROSHARES TR | $63.90万 | 0.35% | 6,604 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $62.40万 | 0.34% | 3,377 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $61.56万 | 0.33% | 3,714 | 20 | 0.5% | $3,315 | 加仓 |
| F | FORD MTR CO | $61.49万 | 0.33% | 44,235 | 814 | 1.9% | $1.13万 | 加仓 |
| DIS | DISNEY WALT CO | $59.11万 | 0.32% | 6,141 | 186 | 3.1% | $1.79万 | 加仓 |
| NEM | NEWMONT CORP | $58.61万 | 0.32% | 6,275 | 60 | 1.0% | $5,604 | 加仓 |
| GILD | GILEAD SCIENCES INC | $57.38万 | 0.31% | 4,542 | 82 | 1.8% | $1.04万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $55.13万 | 0.30% | 3,093 | 193 | 6.7% | $3.44万 | 加仓 |
| PFE | PFIZER INC | $52.95万 | 0.29% | 21,991 | 177 | 0.8% | $4,262 | 加仓 |
| AMAT | APPLIED MATLS INC | $52.35万 | 0.28% | 724 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $51.49万 | 0.28% | 3,786 | 64 | 1.7% | $8,703 | 加仓 |
| SLB | SLB LIMITED | $49.28万 | 0.27% | 10,601 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $49.08万 | 0.27% | 2,792 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $48.64万 | 0.26% | 1,373 | 11 | 0.8% | $3,897 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $48.36万 | 0.26% | 18,140 | 147 | 0.8% | $3,919 | 加仓 |
| ABNB | AIRBNB INC | $45.98万 | 0.25% | 3,213 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $45.67万 | 0.25% | 4,393 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $44.62万 | 0.24% | 1,542 | 177 | 13.0% | $5.12万 | 加仓 |
| T | AT&T INC | $43.59万 | 0.24% | 21,060 | 196 | 0.9% | $4,057 | 加仓 |
| MPC | MARATHON PETE CORP | $42.62万 | 0.23% | 1,667 | 60 | 3.7% | $1.53万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $41.29万 | 0.22% | 1,059 | -55 | -4.9% | -$2.14万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $40.34万 | 0.22% | 5,280 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $40.18万 | 0.22% | 4,383 | 57 | 1.3% | $5,226 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $38.74万 | 0.21% | 9,150 | -788 | -7.9% | -$3.34万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $36.75万 | 0.20% | 14,970 | -1,016 | -6.4% | -$2.49万 | 减仓 |
| PCAR | PACCAR INC | $36.32万 | 0.20% | 3,024 | 35 | 1.2% | $4,204 | 加仓 |
| CAH | CARDINAL HEALTH INC | $35.94万 | 0.19% | 1,513 | 35 | 2.4% | $8,315 | 加仓 |
| MSFT | MICROSOFT CORP | $35.55万 | 0.19% | 953 | 106 | 12.5% | $3.95万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $34.43万 | 0.19% | 3,203 | 141 | 4.6% | $1.52万 | 加仓 |
| DHI | D R HORTON INC | $32.97万 | 0.18% | 2,024 | 27 | 1.4% | $4,398 | 加仓 |
| KHC | KRAFT HEINZ CO | $31.31万 | 0.17% | 13,256 | 377 | 2.9% | $8,905 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $29.68万 | 0.16% | 476 | 8 | 1.7% | $4,988 | 加仓 |
| CRM | SALESFORCE INC | $29.55万 | 0.16% | 1,886 | 5 | 0.3% | $783 | 加仓 |
| TJX | TJX COS INC NEW | $28.51万 | 0.15% | 1,882 | 168 | 9.8% | $2.55万 | 加仓 |
| ADBE | ADOBE INC | $28.42万 | 0.15% | 1,386 | 19 | 1.4% | $3,895 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $28.24万 | 0.15% | 5,814 | 0 | 0.0% | — | 不变 |
| CXW | CORECIVIC INC | $27.95万 | 0.15% | 9,200 | 9,200 | — | $27.95万 | 新建仓 |
| EOG | EOG RES INC | $26.96万 | 0.15% | 2,078 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $24.74万 | 0.13% | 820 | 820 | — | $24.74万 | 新建仓 |
| TGT | TARGET CORP | $24.10万 | 0.13% | 1,845 | -2,500 | -57.5% | -$32.65万 | 减仓 |
| CSCO | CISCO SYS INC | $23.70万 | 0.13% | 2,018 | -5,490 | -73.1% | -$64.49万 | 重新持有 |
| PTON | PELOTON INTERACTIVE INC | $18.23万 | 0.10% | 30,850 | 0 | 0.0% | — | 不变 |
| NN | NEXTNAV INC | $17.83万 | 0.10% | 10,000 | 10,000 | — | $17.83万 | 新建仓 |
| COTY | COTY INC | $5.40万 | 0.03% | 25,000 | 0 | 0.0% | — | 不变 |
| — | RAIN ENHANCEMENT TECHNOLOGIE | $5,218 | 0.00% | 33,666 | 0 | 0.0% | — | 不变 |
| GSAT | GLOBALSTAR INC 看跌期权 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$600.00万 | 清仓 |
| EEMV | ISHARES INC 看跌期权 | $0 | 0.00% | 0 | -70,000 | -100.0% | -$385.00万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -4,020 | -100.0% | -$156.94万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$62.75万 | 清仓 |
| ODD | ODDITY TECH LTD | $0 | 0.00% | 0 | -40,000 | -100.0% | -$53.52万 | 清仓 |