Alvarez & Marsal Private Wealth Partners, LLC
WEST PALM BEACH FL · SEC CIK 0002109121
$7.12亿2026Q1 申报市值
177持仓数
70.0%前十大占比 · 第一大 10.1%
80 / 12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
VTEB 新建仓+$7,126.88万
VOO 新建仓+$4,107.27万
QLTY 加仓+$2,805.44万
SPHQ 加仓+$1,370.35万
IEMG 加仓+$879.00万
2026Q1 卖出最多 按季末市值估算
BIL 清仓-$913.80万
LIN 减仓-$362.75万
AKRE 清仓-$288.46万
BBCA 清仓-$49.65万
BBJP 减仓-$46.53万
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 |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -100,000 | -100.0% | -$913.80万 | 清仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -44,033 | -100.0% | -$288.46万 | 清仓 |
| GOVT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -5,339 | -100.0% | -$49.65万 | 清仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -7,012 | -100.0% | -$39.48万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -364 | -100.0% | -$5.02万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -584 | -100.0% | -$4.92万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -55 | -100.0% | -$1.85万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -50 | -100.0% | -$1.38万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -35 | -100.0% | -$1.01万 | 清仓 |
| ASML | ASML HOLDING N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DGX | QUEST DIAGNOSTICS INC | $0 | 0.00% | 0 | -38 | -100.0% | -$6,594 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE INC | $0 | 0.00% | 0 | -17 | -100.0% | -$2,744 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -42 | -100.0% | -$2,137 | 清仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $8.33万 | 0.01% | 10,490 | 10,490 | — | $8.33万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $14.05万 | 0.02% | 12,455 | 12,455 | — | $14.05万 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $20.16万 | 0.03% | 3,215 | 3,215 | — | $20.16万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $20.23万 | 0.03% | 2,689 | 2,689 | — | $20.23万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $20.25万 | 0.03% | 2,390 | 2,390 | — | $20.25万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $20.66万 | 0.03% | 426 | 426 | — | $20.66万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $20.77万 | 0.03% | 1,581 | 1,581 | — | $20.77万 | 新建仓 |
| DIS | DISNEY WALT CO | $20.84万 | 0.03% | 2,162 | 1,508 | 230.6% | $14.53万 | 加仓 |
| COHR | COHERENT CORP | $21.32万 | 0.03% | 895 | 895 | — | $21.32万 | 新建仓 |
| MDT | MEDTRONIC PLC | $21.82万 | 0.03% | 2,498 | 2,498 | — | $21.82万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $21.97万 | 0.03% | 1,397 | 57 | 4.3% | $8,965 | 加仓 |
| SLB | SLB LIMITED | $22.34万 | 0.03% | 4,323 | 4,323 | — | $22.34万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $22.83万 | 0.03% | 2,820 | -1,245 | -30.6% | -$10.08万 | 减仓 |
| — | HONEYWELL INTL INC | $22.83万 | 0.03% | 1,010 | 593 | 142.2% | $13.40万 | 加仓 |
| FN | FABRINET | $22.84万 | 0.03% | 438 | 438 | — | $22.84万 | 新建仓 |
| JBL | JABIL INC | $22.84万 | 0.03% | 860 | 860 | — | $22.84万 | 新建仓 |
| ICF | ISHARES TR | $22.97万 | 0.03% | 3,712 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $23.32万 | 0.03% | 1,764 | 1,764 | — | $23.32万 | 新建仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $23.43万 | 0.03% | 3,400 | -6,753 | -66.5% | -$46.53万 | 减仓 |
| URI | UNITED RENTALS INC | $23.46万 | 0.03% | 322 | 322 | — | $23.46万 | 新建仓 |
| BWA | BORGWARNER INC | $23.66万 | 0.03% | 4,360 | 4,360 | — | $23.66万 | 新建仓 |
| BX | BLACKSTONE INC | $23.72万 | 0.03% | 2,063 | -224 | -9.8% | -$2.58万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $23.74万 | 0.03% | 3,915 | 3,915 | — | $23.74万 | 新建仓 |
| AZO | AUTOZONE INC | $23.98万 | 0.03% | 71 | 71 | — | $23.98万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $24.00万 | 0.03% | 57 | 57 | — | $24.00万 | 新建仓 |
| DE | DEERE & CO | $24.24万 | 0.03% | 429 | 429 | — | $24.24万 | 新建仓 |
| C | CITIGROUP INC | $24.39万 | 0.03% | 2,151 | 242 | 12.7% | $2.74万 | 加仓 |
| PHM | PULTE GROUP INC | $24.40万 | 0.03% | 2,070 | -856 | -29.3% | -$10.09万 | 减仓 |
| MCK | MCKESSON CORP | $24.60万 | 0.03% | 284 | 284 | — | $24.60万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $24.66万 | 0.03% | 869 | -230 | -20.9% | -$6.53万 | 减仓 |
| TSPA | T ROWE PRICE ETF INC | $24.90万 | 0.03% | 6,089 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $24.91万 | 0.03% | 777 | 777 | — | $24.91万 | 新建仓 |
| HUBB | HUBBELL INC | $24.93万 | 0.04% | 508 | 508 | — | $24.93万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $25.03万 | 0.04% | 4,987 | 4,987 | — | $25.03万 | 新建仓 |
| UL | UNILEVER PLC | $25.05万 | 0.04% | 4,354 | 4,354 | — | $25.05万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $25.20万 | 0.04% | 833 | 833 | — | $25.20万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $25.37万 | 0.04% | 184 | 184 | — | $25.37万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $25.75万 | 0.04% | 2,790 | 2,790 | — | $25.75万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.82万 | 0.04% | 762 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $26.52万 | 0.04% | 3,520 | 3,520 | — | $26.52万 | 新建仓 |
| CMI | CUMMINS INC | $26.63万 | 0.04% | 495 | 495 | — | $26.63万 | 新建仓 |
| PEP | PEPSICO INC | $26.69万 | 0.04% | 1,719 | 333 | 24.0% | $5.17万 | 加仓 |
| CIEN | CIENA CORP | $27.18万 | 0.04% | 700 | 700 | — | $27.18万 | 新建仓 |
| INTC | INTEL CORP | $27.35万 | 0.04% | 6,198 | 6,198 | — | $27.35万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $27.58万 | 0.04% | 1,979 | 1,979 | — | $27.58万 | 新建仓 |
| NVS | NOVARTIS AG | $27.79万 | 0.04% | 1,819 | 1,819 | — | $27.79万 | 新建仓 |
| NEM | NEWMONT CORP | $27.82万 | 0.04% | 2,467 | 2,467 | — | $27.82万 | 新建仓 |
| QCOM | QUALCOMM INC | $28.23万 | 0.04% | 2,192 | 2,192 | — | $28.23万 | 新建仓 |
| HLN | HALEON PLC | $28.49万 | 0.04% | 28,464 | 28,464 | — | $28.49万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $28.61万 | 0.04% | 1,443 | 1,244 | 625.1% | $24.67万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $28.82万 | 0.04% | 423 | 423 | — | $28.82万 | 新建仓 |
| CME | CME GROUP INC | $28.86万 | 0.04% | 977 | 977 | — | $28.86万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $28.89万 | 0.04% | 3,074 | 3,074 | — | $28.89万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $28.93万 | 0.04% | 2,818 | 2,232 | 380.9% | $22.92万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $29.13万 | 0.04% | 4,050 | 3,024 | 294.7% | $21.75万 | 加仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $29.35万 | 0.04% | 4,053 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $29.50万 | 0.04% | 1,216 | 1,216 | — | $29.50万 | 新建仓 |
| TRGP | TARGA RES CORP | $29.59万 | 0.04% | 1,180 | 1,180 | — | $29.59万 | 新建仓 |
| ADBE | ADOBE INC | $29.63万 | 0.04% | 1,219 | 304 | 33.2% | $7.39万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $29.80万 | 0.04% | 493 | 493 | — | $29.80万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $30.69万 | 0.04% | 1,548 | 1,548 | — | $30.69万 | 新建仓 |
| NOW | SERVICENOW INC | $31.16万 | 0.04% | 2,980 | 230 | 8.4% | $2.40万 | 加仓 |
| MCD | MCDONALDS CORP | $31.39万 | 0.04% | 1,010 | 1,010 | — | $31.39万 | 新建仓 |
| EFV | ISHARES TR | $32.22万 | 0.05% | 4,334 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $32.46万 | 0.05% | 3,495 | 3,495 | — | $32.46万 | 新建仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $32.49万 | 0.05% | 4,992 | 4,992 | — | $32.49万 | 新建仓 |
| GEV | GE VERNOVA INC | $33.10万 | 0.05% | 379 | 379 | — | $33.10万 | 新建仓 |
| LOW | LOWES COS INC | $33.13万 | 0.05% | 1,402 | 1,402 | — | $33.13万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $33.22万 | 0.05% | 851 | -58 | -6.4% | -$2.26万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $33.63万 | 0.05% | 1,243 | 790 | 174.4% | $21.38万 | 加仓 |
| DHR | DANAHER CORP DEL | $34.10万 | 0.05% | 1,795 | 469 | 35.4% | $8.91万 | 加仓 |
| IWN | ISHARES TR | $34.49万 | 0.05% | 1,819 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $35.36万 | 0.05% | 4,618 | 4,017 | 668.4% | $30.76万 | 加仓 |
| APH | AMPHENOL CORP | $36.06万 | 0.05% | 2,848 | 2,848 | — | $36.06万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $36.56万 | 0.05% | 743 | 147 | 24.7% | $7.23万 | 加仓 |
| QUAL | ISHARES TR | $36.62万 | 0.05% | 1,909 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $36.81万 | 0.05% | 4,060 | 4,060 | — | $36.81万 | 新建仓 |
| IWF | ISHARES TR | $37.91万 | 0.05% | 889 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $38.06万 | 0.05% | 2,883 | 2,883 | — | $38.06万 | 新建仓 |
| BLK | BLACKROCK INC | $38.56万 | 0.05% | 401 | 182 | 83.1% | $17.50万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $38.80万 | 0.05% | 869 | 191 | 28.2% | $8.53万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $40.35万 | 0.06% | 2,419 | 2,419 | — | $40.35万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $40.76万 | 0.06% | 2,822 | 2,472 | 706.3% | $35.71万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $41.47万 | 0.06% | 1,711 | 1,711 | — | $41.47万 | 新建仓 |
| GSK | GSK PLC | $41.56万 | 0.06% | 7,465 | 7,465 | — | $41.56万 | 新建仓 |