Alvarez & Marsal Private Wealth Partners, LLC
WEST PALM BEACH FL · SEC CIK 0002109121
$7.59亿2026Q2 申报市值
107持仓数
74.6%前十大占比 · 第一大 11.3%
9 / 82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
IEMG 加仓+$124.48万
IVW 加仓+$104.52万
IVV 加仓+$83.05万
ASML 重新持有+$80.57万
IEFA 加仓+$66.40万
2026Q2 卖出最多 按季末市值估算
VTEB 减仓-$288.74万
JPM 减仓-$213.35万
GOVT 重新持有-$186.61万
TSLA 清仓-$153.46万
GS 清仓-$139.67万
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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $0 | 0.00% | 0 | -4,128 | -100.0% | -$153.46万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -1,651 | -100.0% | -$139.67万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -7,602 | -100.0% | -$128.98万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -2,150 | -100.0% | -$73.48万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -1,025 | -100.0% | -$72.62万 | 清仓 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -1,023 | -100.0% | -$65.00万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -1,861 | -100.0% | -$62.90万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -2,949 | -100.0% | -$61.01万 | 清仓 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | -5,149 | -100.0% | -$55.92万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -11,255 | -100.0% | -$54.87万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -2,664 | -100.0% | -$54.19万 | 清仓 |
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | -709 | -100.0% | -$52.35万 | 清仓 |
| AIZ | ASSURANT INC | $0 | 0.00% | 0 | -2,366 | -100.0% | -$51.53万 | 清仓 |
| BAP | CREDICORP LTD | $0 | 0.00% | 0 | -1,508 | -100.0% | -$51.15万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,481 | -100.0% | -$51.12万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -2,370 | -100.0% | -$49.40万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -3,281 | -100.0% | -$48.27万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -16,272 | -100.0% | -$47.17万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,008 | -100.0% | -$44.00万 | 清仓 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -10,723 | -100.0% | -$43.40万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -1,523 | -100.0% | -$43.29万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -1,770 | -100.0% | -$43.22万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -20,667 | -100.0% | -$42.78万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -625 | -100.0% | -$42.64万 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -7,465 | -100.0% | -$41.56万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -1,711 | -100.0% | -$41.47万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -2,419 | -100.0% | -$40.35万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -2,883 | -100.0% | -$38.06万 | 清仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $0 | 0.00% | 0 | -4,060 | -100.0% | -$36.81万 | 清仓 |
| APH | AMPHENOL CORP | $0 | 0.00% | 0 | -2,848 | -100.0% | -$36.06万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -1,402 | -100.0% | -$33.13万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -379 | -100.0% | -$33.10万 | 清仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $0 | 0.00% | 0 | -4,992 | -100.0% | -$32.49万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -3,495 | -100.0% | -$32.46万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -1,010 | -100.0% | -$31.39万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -2,980 | -100.0% | -$31.16万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -1,548 | -100.0% | -$30.69万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -493 | -100.0% | -$29.80万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,219 | -100.0% | -$29.63万 | 清仓 |
| TRGP | TARGA RES CORP | $0 | 0.00% | 0 | -1,180 | -100.0% | -$29.59万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -1,216 | -100.0% | -$29.50万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -3,074 | -100.0% | -$28.89万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -977 | -100.0% | -$28.86万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -423 | -100.0% | -$28.82万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,443 | -100.0% | -$28.61万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -2,192 | -100.0% | -$28.23万 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -1,819 | -100.0% | -$27.79万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -1,979 | -100.0% | -$27.58万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -6,198 | -100.0% | -$27.35万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -495 | -100.0% | -$26.63万 | 清仓 |
| ALC | ALCON AG | $0 | 0.00% | 0 | -3,520 | -100.0% | -$26.52万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -2,790 | -100.0% | -$25.75万 | 清仓 |
| FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | -184 | -100.0% | -$25.37万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -833 | -100.0% | -$25.20万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,987 | -100.0% | -$25.03万 | 清仓 |
| HUBB | HUBBELL INC | $0 | 0.00% | 0 | -508 | -100.0% | -$24.93万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -777 | -100.0% | -$24.91万 | 清仓 |
| TSPA | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -6,089 | -100.0% | -$24.90万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -869 | -100.0% | -$24.66万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -284 | -100.0% | -$24.60万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -2,151 | -100.0% | -$24.39万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -429 | -100.0% | -$24.24万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -71 | -100.0% | -$23.98万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -3,915 | -100.0% | -$23.74万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -2,063 | -100.0% | -$23.72万 | 清仓 |
| BWA | BORGWARNER INC | $0 | 0.00% | 0 | -4,360 | -100.0% | -$23.66万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -322 | -100.0% | -$23.46万 | 清仓 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | -1,764 | -100.0% | -$23.32万 | 清仓 |
| JBL | JABIL INC | $0 | 0.00% | 0 | -860 | -100.0% | -$22.84万 | 清仓 |
| FN | FABRINET | $0 | 0.00% | 0 | -438 | -100.0% | -$22.84万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,010 | -100.0% | -$22.83万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -4,323 | -100.0% | -$22.34万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,397 | -100.0% | -$21.97万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -895 | -100.0% | -$21.32万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,162 | -100.0% | -$20.84万 | 清仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $0 | 0.00% | 0 | -1,581 | -100.0% | -$20.77万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -426 | -100.0% | -$20.66万 | 清仓 |
| HSBC | HSBC HLDGS PLC | $0 | 0.00% | 0 | -2,390 | -100.0% | -$20.25万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -2,689 | -100.0% | -$20.23万 | 清仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $0 | 0.00% | 0 | -3,215 | -100.0% | -$20.16万 | 清仓 |
| SAN | BANCO SANTANDER SA | $0 | 0.00% | 0 | -12,455 | -100.0% | -$14.05万 | 清仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $0 | 0.00% | 0 | -10,490 | -100.0% | -$8.33万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $20.11万 | 0.03% | 850 | 850 | — | $20.11万 | 新建仓 |
| PEP | PEPSICO INC | $20.32万 | 0.03% | 1,501 | -218 | -12.7% | -$2.95万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $20.44万 | 0.03% | 1,019 | -1,399 | -57.9% | -$28.07万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $20.59万 | 0.03% | 1,155 | -270 | -18.9% | -$4.81万 | 减仓 |
| BLK | BLACKROCK INC | $21.06万 | 0.03% | 219 | -182 | -45.4% | -$17.50万 | 减仓 |
| P | EVERPURE INC | $21.12万 | 0.03% | 2,680 | 2,680 | — | $21.12万 | 新建仓 |
| PHM | PULTE GROUP INC | $21.53万 | 0.03% | 1,566 | -504 | -24.3% | -$6.93万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $21.61万 | 0.03% | 435 | -434 | -49.9% | -$21.56万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $21.64万 | 0.03% | 2,385 | -433 | -15.4% | -$3.93万 | 减仓 |
| WFC | WELLS FARGO & CO | $21.74万 | 0.03% | 2,631 | -2,775 | -51.3% | -$22.93万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.88万 | 0.03% | 2,696 | -124 | -4.4% | -$1.01万 | 减仓 |
| AZN | ASTRAZENECA PLC | $21.98万 | 0.03% | 1,159 | 1,159 | — | $21.98万 | 新建仓 |
| GOVT | ISHARES TR | $22.02万 | 0.03% | 9,665 | -81,920 | -89.4% | -$186.61万 | 重新持有 |
| MDT | MEDTRONIC PLC | $22.15万 | 0.03% | 2,805 | 307 | 12.3% | $2.42万 | 加仓 |
| EEM | ISHARES TR | $22.82万 | 0.03% | 3,336 | 3,336 | — | $22.82万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $23.34万 | 0.03% | 783 | 427 | 119.9% | $12.73万 | 重新持有 |
| NTSI | WISDOMTREE TR | $24.06万 | 0.03% | 5,163 | 5,163 | — | $24.06万 | 新建仓 |
| NEM | NEWMONT CORP | $24.60万 | 0.03% | 2,324 | -143 | -5.8% | -$1.51万 | 减仓 |