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 |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO EXCHANGE TRADED FD T | $8,544.88万 | 11.26% | 948,378 | -8,211 | -0.9% | -$73.98万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $7,819.67万 | 10.31% | 104,447 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $7,126.35万 | 9.39% | 96,666 | 0 | 0.0% | — | 不变 |
| QLTY | GMO ETF TRUST | $7,119.86万 | 9.38% | 1,707,844 | -17,709 | -1.0% | -$73.83万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $6,936.71万 | 9.14% | 1,371,433 | -57,085 | -4.0% | -$288.74万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $4,692.50万 | 6.19% | 68,323 | -412 | -0.6% | -$28.30万 | 减仓 |
| GOOGL | ALPHABET INC | $4,505.79万 | 5.94% | 126,082 | -944 | -0.7% | -$33.74万 | 减仓 |
| IVW | ISHARES TR | $3,505.80万 | 4.62% | 254,912 | 7,600 | 3.1% | $104.52万 | 加仓 |
| RTX | RTX CORPORATION | $3,336.65万 | 4.40% | 175,863 | -36 | -0.0% | -$6,830 | 减仓 |
| V | VISA INC | $2,997.84万 | 3.95% | 87,378 | -296 | -0.3% | -$10.16万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,908.51万 | 3.83% | 77,972 | -635 | -0.8% | -$23.69万 | 减仓 |
| GLDM | WORLD GOLD TR | $1,906.08万 | 2.51% | 240,000 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $1,690.42万 | 2.23% | 74,448 | 1,338 | 1.8% | $30.38万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,585.69万 | 2.09% | 31,689 | -161 | -0.5% | -$8.06万 | 减仓 |
| IEMG | ISHARES INC | $1,203.59万 | 1.59% | 145,291 | 15,026 | 11.5% | $124.48万 | 加仓 |
| AAPL | APPLE INC | $903.78万 | 1.19% | 31,234 | 551 | 1.8% | $15.94万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $894.46万 | 1.18% | 44,703 | 703 | 1.6% | $14.07万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $787.75万 | 1.04% | 18,000 | -141 | -0.8% | -$6.17万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $700.15万 | 0.92% | 98,267 | 5,312 | 5.7% | $37.85万 | 加仓 |
| IAU | ISHARES GOLD TR | $491.65万 | 0.65% | 65,110 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $472.77万 | 0.62% | 19,836 | 49 | 0.2% | $1.17万 | 加仓 |
| AVGO | BROADCOM INC | $458.89万 | 0.60% | 12,148 | 138 | 1.1% | $5.21万 | 加仓 |
| GOOG | ALPHABET INC | $308.14万 | 0.41% | 8,721 | -307 | -3.4% | -$10.85万 | 减仓 |
| IJT | ISHARES TR | $280.03万 | 0.37% | 15,679 | 581 | 3.8% | $10.38万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $246.79万 | 0.33% | 50,959 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $229.94万 | 0.30% | 4,082 | -138 | -3.3% | -$7.77万 | 减仓 |
| LLY | ELI LILLY & CO | $195.51万 | 0.26% | 1,630 | -101 | -5.8% | -$12.11万 | 减仓 |
| IJS | ISHARES TR | $191.73万 | 0.25% | 14,028 | 702 | 5.3% | $9.59万 | 加仓 |
| KLAC | KLA CORP | $152.36万 | 0.20% | 5,050 | -190 | -3.6% | -$5.73万 | 减仓 |
| IVV | ISHARES TR | $147.46万 | 0.19% | 1,969 | 1,109 | 129.0% | $83.05万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $132.31万 | 0.17% | 2,576 | 117 | 4.8% | $6.01万 | 加仓 |
| GLD | SPDR GOLD TR | $122.85万 | 0.16% | 3,335 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $114.97万 | 0.15% | 15,662 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $112.77万 | 0.15% | 11,676 | 6,875 | 143.2% | $66.40万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $103.08万 | 0.14% | 3,149 | -6,518 | -67.4% | -$213.35万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $100.19万 | 0.13% | 3,945 | -138 | -3.4% | -$3.50万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $95.22万 | 0.13% | 15,953 | 937 | 6.2% | $5.59万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $93.40万 | 0.12% | 2,154 | -271 | -11.2% | -$11.75万 | 减仓 |
| MS | MORGAN STANLEY | $82.40万 | 0.11% | 3,942 | -1,856 | -32.0% | -$38.80万 | 减仓 |
| ASML | ASML HLDG NV | $81.96万 | 0.11% | 412 | 405 | 5,785.7% | $80.57万 | 重新持有 |
| USB | US BANCORP | $79.12万 | 0.10% | 12,987 | 219 | 1.7% | $1.33万 | 加仓 |
| IWF | ISHARES TR | $76.19万 | 0.10% | 6,136 | 2,580 | 72.6% | $32.04万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $70.13万 | 0.09% | 14,981 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $69.24万 | 0.09% | 9,697 | -153 | -1.6% | -$1.09万 | 减仓 |
| HD | HOME DEPOT INC | $65.95万 | 0.09% | 1,870 | -122 | -6.1% | -$4.30万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $62.38万 | 0.08% | 1,863 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $60.24万 | 0.08% | 644 | -542 | -45.7% | -$50.70万 | 减仓 |
| PWR | QUANTA SVCS INC | $58.11万 | 0.08% | 807 | -129 | -13.8% | -$9.29万 | 减仓 |
| MRK | MERCK & CO INC | $52.00万 | 0.07% | 4,020 | -9 | -0.2% | -$1,164 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $51.23万 | 0.07% | 1,042 | -26 | -2.4% | -$1.28万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $51.15万 | 0.07% | 1,500 | -1,302 | -46.5% | -$44.40万 | 减仓 |
| TTE | TOTALENERGIES SE | $49.15万 | 0.06% | 6,321 | 122 | 2.0% | $9,487 | 加仓 |
| TJX | TJX COS INC NEW | $47.74万 | 0.06% | 3,151 | -72 | -2.2% | -$1.09万 | 减仓 |
| ABBV | ABBVIE INC | $46.55万 | 0.06% | 1,850 | -3,776 | -67.1% | -$95.02万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $46.51万 | 0.06% | 1,119 | -124 | -10.0% | -$5.15万 | 减仓 |
| VLO | VALERO ENERGY CORP | $46.41万 | 0.06% | 1,782 | -147 | -7.6% | -$3.83万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $46.17万 | 0.06% | 5,586 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $45.24万 | 0.06% | 3,994 | -6,052 | -60.2% | -$68.54万 | 减仓 |
| ETN | EATON CORP PLC | $44.87万 | 0.06% | 1,053 | -1,236 | -54.0% | -$52.67万 | 减仓 |
| QUAL | ISHARES TR | $44.15万 | 0.06% | 2,012 | 103 | 5.4% | $2.26万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $42.66万 | 0.06% | 559 | -292 | -34.3% | -$22.28万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $42.07万 | 0.06% | 2,869 | 47 | 1.7% | $6,892 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $41.97万 | 0.06% | 877 | 115 | 15.1% | $5.50万 | 加仓 |
| CSCO | CISCO SYS INC | $40.71万 | 0.05% | 3,466 | -9,012 | -72.2% | -$105.85万 | 减仓 |
| CB | CHUBB LIMITED | $40.68万 | 0.05% | 1,194 | -777 | -39.4% | -$26.48万 | 减仓 |
| EFV | ISHARES TR | $40.27万 | 0.05% | 5,260 | 926 | 21.4% | $7.09万 | 加仓 |
| IWN | ISHARES TR | $40.24万 | 0.05% | 1,819 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $40.23万 | 0.05% | 1,013 | -748 | -42.5% | -$29.71万 | 减仓 |
| WAMA | WISDOMTREE TR | $39.04万 | 0.05% | 14,915 | 14,915 | — | $39.04万 | 新建仓 |
| KO | COCA COLA CO | $39.03万 | 0.05% | 4,772 | 154 | 3.3% | $1.26万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $36.71万 | 0.05% | 923 | -44 | -4.6% | -$1.75万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $36.61万 | 0.05% | 2,155 | -1,800 | -45.5% | -$30.58万 | 减仓 |
| CRM | SALESFORCE INC | $34.80万 | 0.05% | 2,215 | -65 | -2.9% | -$1.02万 | 减仓 |
| CIEN | CIENA CORP | $34.34万 | 0.05% | 700 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $34.17万 | 0.05% | 681 | -62 | -8.3% | -$3.11万 | 减仓 |
| LRGF | ISHARES TR | $33.18万 | 0.04% | 4,387 | 4,387 | — | $33.18万 | 新建仓 |
| IWD | ISHARES TR | $32.49万 | 0.04% | 1,340 | -627 | -31.9% | -$15.20万 | 减仓 |
| LIN | LINDE PLC | $31.76万 | 0.04% | 612 | -331 | -35.1% | -$17.18万 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $31.52万 | 0.04% | 4,053 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $28.82万 | 0.04% | 3,994 | -56 | -1.4% | -$4,041 | 减仓 |
| IWM | ISHARES TR | $28.63万 | 0.04% | 953 | 953 | — | $28.63万 | 新建仓 |
| AMGN | AMGEN INC | $27.56万 | 0.04% | 761 | -622 | -45.0% | -$22.52万 | 减仓 |
| UL | UNILEVER PLC | $26.99万 | 0.04% | 4,489 | 135 | 3.1% | $8,116 | 加仓 |
| ICF | ISHARES TR | $26.66万 | 0.04% | 3,942 | 230 | 6.2% | $1.56万 | 加仓 |
| HLN | HALEON PLC | $26.56万 | 0.04% | 28,464 | 0 | 0.0% | — | 不变 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $25.61万 | 0.03% | 3,400 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $25.06万 | 0.03% | 1,009 | -1,210 | -54.5% | -$30.05万 | 减仓 |
| DHR | DANAHER CORP DEL | $24.78万 | 0.03% | 1,298 | -497 | -27.7% | -$9.49万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $24.71万 | 0.03% | 4,904 | 4,904 | — | $24.71万 | 新建仓 |
| NEM | NEWMONT CORP | $24.60万 | 0.03% | 2,324 | -143 | -5.8% | -$1.51万 | 减仓 |
| NTSI | WISDOMTREE TR | $24.06万 | 0.03% | 5,163 | 5,163 | — | $24.06万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $23.34万 | 0.03% | 783 | 427 | 119.9% | $12.73万 | 重新持有 |
| EEM | ISHARES TR | $22.82万 | 0.03% | 3,336 | 3,336 | — | $22.82万 | 新建仓 |
| MDT | MEDTRONIC PLC | $22.15万 | 0.03% | 2,805 | 307 | 12.3% | $2.42万 | 加仓 |
| GOVT | ISHARES TR | $22.02万 | 0.03% | 9,665 | -81,920 | -89.4% | -$186.61万 | 重新持有 |
| AZN | ASTRAZENECA PLC | $21.98万 | 0.03% | 1,159 | 1,159 | — | $21.98万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.88万 | 0.03% | 2,696 | -124 | -4.4% | -$1.01万 | 减仓 |
| WFC | WELLS FARGO & CO | $21.74万 | 0.03% | 2,631 | -2,775 | -51.3% | -$22.93万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $21.64万 | 0.03% | 2,385 | -433 | -15.4% | -$3.93万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $21.61万 | 0.03% | 435 | -434 | -49.9% | -$21.56万 | 减仓 |