Alteri Wealth LLC
WESTLAKE VILLAGE CA · SEC CIK 0002054980
$3.62亿2026Q2 申报市值
296持仓数
34.0%前十大占比 · 第一大 6.1%
20 / 19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
XOM 新建仓+$769.50万
AMAT 加仓+$97.67万
AMZN 加仓+$75.86万
GLW 加仓+$75.25万
CVS 加仓+$67.71万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$962.61万
DELL 减仓-$90.22万
HPE 减仓-$84.29万
WDC 减仓-$66.11万
NFLX 减仓-$63.86万
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 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO COM | $376.94万 | 1.04% | 3,143 | 77 | 2.5% | $9.23万 | 加仓 |
| META | META PLATFORMS INC CL A | $380.09万 | 1.05% | 6,748 | 187 | 2.9% | $10.53万 | 加仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $406.59万 | 1.12% | 100,915 | 3,161 | 3.2% | $12.74万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $464.84万 | 1.28% | 81,580 | -1,850 | -2.2% | -$10.54万 | 减仓 |
| AMGN | AMGEN INC COM | $471.47万 | 1.30% | 13,020 | 229 | 1.8% | $8.29万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $521.07万 | 1.44% | 15,919 | 369 | 2.4% | $12.08万 | 加仓 |
| AMZN | AMAZON COM INC COM | $752.46万 | 2.08% | 31,571 | 3,183 | 11.2% | $75.86万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $764.30万 | 2.11% | 20,490 | 1,176 | 6.1% | $43.87万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $769.50万 | 2.12% | 56,283 | 56,283 | — | $769.50万 | 新建仓 |
| WMT | WALMART INC COM | $919.23万 | 2.54% | 81,161 | 486 | 0.6% | $5.50万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1,031.90万 | 2.85% | 28,875 | 818 | 2.9% | $29.23万 | 加仓 |
| AVGO | BROADCOM INC COM | $1,518.37万 | 4.19% | 40,195 | 218 | 0.5% | $8.23万 | 加仓 |
| INTC | INTEL CORP COM | $1,653.58万 | 4.57% | 118,426 | -266 | -0.2% | -$3.71万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $2,157.77万 | 5.96% | 107,840 | 494 | 0.5% | $9.88万 | 加仓 |
| AAPL | APPLE INC COM | $2,226.20万 | 6.15% | 76,935 | 1,866 | 2.5% | $53.99万 | 加仓 |