Alteri Wealth LLC
WESTLAKE VILLAGE CA · SEC CIK 0002054980
$3.09亿2026Q1 申报市值
292持仓数
32.6%前十大占比 · 第一大 6.2%
25 / 17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
JPIE 加仓+$135.42万
SPYM 新建仓+$128.56万
FLXR 新建仓+$95.31万
TSEC 新建仓+$84.39万
JPST 加仓+$83.51万
2026Q1 卖出最多 按季末市值估算
LQD 清仓-$143.72万
BNDX 减仓-$123.90万
TLT 减仓-$84.37万
XLG 清仓-$75.53万
NUVEEN S&P 500 B 清仓-$73.66万
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 |
|---|---|---|---|---|---|---|---|---|
| TIP | ISHARES TIPS BOND ETF | $0 | 0.00% | 0 | -3,308 | -100.0% | -$36.36万 | 清仓 |
| SHEL | SHELL PLC SPON ADS | $0 | 0.00% | 0 | -4,404 | -100.0% | -$32.36万 | 清仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC COM | $0 | 0.00% | 0 | -3,584 | -100.0% | -$31.33万 | 清仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $0 | 0.00% | 0 | -5,833 | -100.0% | -$29.50万 | 清仓 |
| HPQ | HP INC COM | $0 | 0.00% | 0 | -13,014 | -100.0% | -$28.99万 | 清仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -2,151 | -100.0% | -$25.32万 | 清仓 |
| NOW | SERVICENOW INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $0 | 0.00% | 0 | -1,558 | -100.0% | -$22.33万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $0 | 0.00% | 0 | -636 | -100.0% | -$22.28万 | 清仓 |
| NDAQ | NASDAQ INC COM | $0 | 0.00% | 0 | -2,263 | -100.0% | -$21.98万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -2,576 | -100.0% | -$21.05万 | 清仓 |