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 |
|---|---|---|---|---|---|---|---|---|
| VRIG | INVESCO VARIABLE RATE INVESTMENT GRADE ETF | $0 | 0.00% | 0 | -15,735 | -100.0% | -$39.39万 | 清仓 |
| — | HONEYWELL INTL INC COM | $0 | 0.00% | 0 | -1,618 | -100.0% | -$36.58万 | 清仓 |
| CRM | SALESFORCE INC COM | $0 | 0.00% | 0 | -1,462 | -100.0% | -$27.29万 | 清仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -5,561 | -100.0% | -$25.52万 | 清仓 |
| D | DOMINION ENERGY INC COM | $0 | 0.00% | 0 | -4,123 | -100.0% | -$25.49万 | 清仓 |
| DG | DOLLAR GEN CORP COM | $0 | 0.00% | 0 | -2,141 | -100.0% | -$25.43万 | 清仓 |
| BKLN | INVESCO SENIOR LOAN ETF | $0 | 0.00% | 0 | -12,280 | -100.0% | -$25.06万 | 清仓 |
| COP | CONOCOPHILLIPS COM | $0 | 0.00% | 0 | -1,897 | -100.0% | -$25.04万 | 清仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $0 | 0.00% | 0 | -2,443 | -100.0% | -$22.39万 | 清仓 |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | $0 | 0.00% | 0 | -8,144 | -100.0% | -$21.76万 | 清仓 |
| ABT | ABBOTT LABORATORIES COM | $0 | 0.00% | 0 | -2,099 | -100.0% | -$21.55万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $0 | 0.00% | 0 | -454 | -100.0% | -$20.93万 | 清仓 |
| BDX | BECTON DICKINSON & CO COM | $0 | 0.00% | 0 | -1,331 | -100.0% | -$20.92万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $0 | 0.00% | 0 | -4,338 | -100.0% | -$20.35万 | 清仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $0 | 0.00% | 0 | -689 | -100.0% | -$20.01万 | 清仓 |