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 |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO EXCHANGE TRADED FD T | $7,192.60万 | 10.10% | 956,589 | 182,252 | 23.5% | $1,370.35万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $7,126.88万 | 10.01% | 1,428,518 | 1,428,518 | — | $7,126.88万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,811.38万 | 9.56% | 104,447 | 0 | 0.0% | — | 不变 |
| QLTY | GMO ETF TRUST | $6,253.36万 | 8.78% | 1,725,553 | 774,133 | 81.4% | $2,805.44万 | 加仓 |
| QQQ | INVESCO QQQ TR | $5,579.37万 | 7.83% | 96,666 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $4,107.27万 | 5.77% | 68,735 | 68,735 | — | $4,107.27万 | 新建仓 |
| GOOGL | ALPHABET INC | $3,652.76万 | 5.13% | 127,026 | 6,921 | 5.8% | $199.02万 | 加仓 |
| RTX | RTX CORPORATION | $3,393.09万 | 4.76% | 175,899 | 1,197 | 0.7% | $23.09万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,909.78万 | 4.09% | 78,607 | 8,599 | 12.3% | $318.31万 | 加仓 |
| IVW | ISHARES TR | $2,797.35万 | 3.93% | 247,312 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $2,649.85万 | 3.72% | 87,674 | -1,252 | -1.4% | -$37.84万 | 减仓 |
| GLDM | WORLD GOLD TR | $2,224.56万 | 3.12% | 240,000 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $1,543.72万 | 2.17% | 73,110 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,526.25万 | 2.14% | 31,850 | 2,012 | 6.7% | $96.42万 | 加仓 |
| IEMG | ISHARES INC | $908.60万 | 1.28% | 130,265 | 126,021 | 2,969.4% | $879.00万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $860.90万 | 1.21% | 18,141 | 141 | 0.8% | $6.69万 | 加仓 |
| AAPL | APPLE INC | $778.70万 | 1.09% | 30,683 | 17,125 | 126.3% | $434.62万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $767.41万 | 1.08% | 44,000 | 26,569 | 152.4% | $463.39万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $595.66万 | 0.84% | 92,955 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $574.01万 | 0.81% | 65,110 | 65,110 | — | $574.01万 | 新建仓 |
| AMZN | AMAZON COM INC | $412.10万 | 0.58% | 19,787 | 10,886 | 122.3% | $226.72万 | 加仓 |
| AVGO | BROADCOM INC | $371.72万 | 0.52% | 12,010 | 4,364 | 57.1% | $135.07万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $284.36万 | 0.40% | 9,667 | 5,457 | 129.6% | $160.52万 | 加仓 |
| GOOG | ALPHABET INC | $258.98万 | 0.36% | 9,028 | 5,518 | 157.2% | $158.29万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $244.86万 | 0.34% | 50,959 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $241.44万 | 0.34% | 4,220 | 2,302 | 120.0% | $131.70万 | 加仓 |
| IJT | ISHARES TR | $218.48万 | 0.31% | 15,098 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $159.21万 | 0.22% | 1,731 | 861 | 99.0% | $79.19万 | 加仓 |
| IJS | ISHARES TR | $157.85万 | 0.22% | 13,326 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $153.46万 | 0.22% | 4,128 | 3,525 | 584.6% | $131.04万 | 加仓 |
| GLD | SPDR GOLD TR | $143.50万 | 0.20% | 3,335 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $139.67万 | 0.20% | 1,651 | 1,651 | — | $139.67万 | 新建仓 |
| — | EXXON MOBIL CORP | $128.98万 | 0.18% | 7,602 | 7,602 | — | $128.98万 | 新建仓 |
| WMT | WALMART INC | $125.15万 | 0.18% | 10,046 | 3,270 | 48.3% | $40.74万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $122.86万 | 0.17% | 2,459 | 853 | 53.1% | $42.62万 | 加仓 |
| ABBV | ABBVIE INC | $122.36万 | 0.17% | 5,626 | 2,428 | 75.9% | $52.81万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $118.18万 | 0.17% | 1,186 | 297 | 33.4% | $29.59万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $115.33万 | 0.16% | 15,662 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $99.80万 | 0.14% | 4,083 | 3,593 | 733.3% | $87.83万 | 加仓 |
| CSCO | CISCO SYS INC | $96.82万 | 0.14% | 12,478 | 8,710 | 231.2% | $67.58万 | 加仓 |
| MS | MORGAN STANLEY | $95.42万 | 0.13% | 5,798 | 720 | 14.2% | $11.85万 | 加仓 |
| NFLX | NETFLIX INC. | $94.71万 | 0.13% | 9,850 | 3,280 | 49.9% | $31.54万 | 加仓 |
| ETN | EATON CORP PLC | $81.87万 | 0.11% | 2,289 | 1,213 | 112.7% | $43.39万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $81.16万 | 0.11% | 15,016 | 6,331 | 72.9% | $34.22万 | 加仓 |
| KLAC | KLA CORP | $77.15万 | 0.11% | 524 | 182 | 53.2% | $26.80万 | 加仓 |
| AMAT | APPLIED MATLS INC | $73.48万 | 0.10% | 2,150 | 2,150 | — | $73.48万 | 新建仓 |
| CAT | CATERPILLAR INC | $72.62万 | 0.10% | 1,025 | 1,025 | — | $72.62万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $70.34万 | 0.10% | 14,981 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $67.07万 | 0.09% | 12,768 | 12,732 | 35,366.7% | $66.88万 | 加仓 |
| HD | HOME DEPOT INC | $65.51万 | 0.09% | 1,992 | 774 | 63.5% | $25.46万 | 加仓 |
| SNDK | SANDISK CORP | $65.00万 | 0.09% | 1,023 | 1,023 | — | $65.00万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $64.43万 | 0.09% | 1,971 | 615 | 45.4% | $20.10万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $62.90万 | 0.09% | 1,861 | 1,861 | — | $62.90万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $61.97万 | 0.09% | 2,219 | 526 | 31.1% | $14.69万 | 加仓 |
| CVX | CHEVRON CORPORATION | $61.01万 | 0.09% | 2,949 | 1,448 | 96.5% | $29.96万 | 加仓 |
| TTE | TOTALENERGIES SE | $56.40万 | 0.08% | 6,199 | 6,199 | — | $56.40万 | 新建仓 |
| IVV | ISHARES TR | $56.18万 | 0.08% | 860 | 860 | — | $56.18万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $56.02万 | 0.08% | 1,761 | 672 | 61.7% | $21.38万 | 加仓 |
| CCJ | CAMECO CORP | $55.92万 | 0.08% | 5,149 | 5,149 | — | $55.92万 | 新建仓 |
| BAC | BANK AMERICA CORP | $54.87万 | 0.08% | 11,255 | 11,255 | — | $54.87万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $54.19万 | 0.08% | 2,664 | 2,664 | — | $54.19万 | 新建仓 |
| EME | EMCOR GROUP INC | $52.35万 | 0.07% | 709 | 709 | — | $52.35万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $51.88万 | 0.07% | 2,425 | 1,865 | 333.0% | $39.90万 | 加仓 |
| AIZ | ASSURANT INC | $51.53万 | 0.07% | 2,366 | 2,366 | — | $51.53万 | 新建仓 |
| TJX | TJX COS INC NEW | $51.47万 | 0.07% | 3,223 | 545 | 20.4% | $8.70万 | 加仓 |
| PWR | QUANTA SVCS INC | $51.39万 | 0.07% | 936 | -489 | -34.3% | -$26.85万 | 减仓 |
| BAP | CREDICORP LTD | $51.15万 | 0.07% | 1,508 | 1,508 | — | $51.15万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $51.12万 | 0.07% | 1,481 | 1,481 | — | $51.12万 | 新建仓 |
| ALL | ALLSTATE CORP | $49.40万 | 0.07% | 2,370 | 2,370 | — | $49.40万 | 新建仓 |
| MRK | MERCK & CO INC | $48.81万 | 0.07% | 4,029 | 3,588 | 813.6% | $43.47万 | 加仓 |
| AMGN | AMGEN INC | $48.66万 | 0.07% | 1,383 | 238 | 20.8% | $8.37万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $48.56万 | 0.07% | 3,955 | 603 | 18.0% | $7.40万 | 加仓 |
| ORCL | ORACLE CORP | $48.27万 | 0.07% | 3,281 | 2,236 | 214.0% | $32.89万 | 加仓 |
| VLO | VALERO ENERGY CORP | $47.66万 | 0.07% | 1,929 | -478 | -19.9% | -$11.81万 | 减仓 |
| T | AT&T INC | $47.17万 | 0.07% | 16,272 | 16,272 | — | $47.17万 | 新建仓 |
| LIN | LINDE PLC | $46.75万 | 0.07% | 943 | -7,317 | -88.6% | -$362.75万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $46.68万 | 0.07% | 1,863 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $46.22万 | 0.06% | 5,586 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $44.92万 | 0.06% | 2,802 | 248 | 9.7% | $3.98万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $44.58万 | 0.06% | 967 | 135 | 16.2% | $6.22万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $44.51万 | 0.06% | 1,068 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $44.11万 | 0.06% | 2,418 | 498 | 25.9% | $9.09万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $44.00万 | 0.06% | 3,008 | 3,008 | — | $44.00万 | 新建仓 |
| IEFA | ISHARES TR | $43.46万 | 0.06% | 4,801 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $43.40万 | 0.06% | 10,723 | 10,723 | — | $43.40万 | 新建仓 |
| GE | GE AEROSPACE | $43.29万 | 0.06% | 1,523 | 1,523 | — | $43.29万 | 新建仓 |
| MPC | MARATHON PETE CORP | $43.22万 | 0.06% | 1,770 | 1,770 | — | $43.22万 | 新建仓 |
| WFC | WELLS FARGO & CO | $43.04万 | 0.06% | 5,406 | 1,180 | 27.9% | $9.39万 | 加仓 |
| SONY | SONY GROUP CORP | $42.78万 | 0.06% | 20,667 | 20,667 | — | $42.78万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $42.64万 | 0.06% | 625 | 625 | — | $42.64万 | 新建仓 |
| CRM | SALESFORCE INC | $42.56万 | 0.06% | 2,280 | 1,010 | 79.5% | $18.85万 | 加仓 |
| IWD | ISHARES TR | $42.03万 | 0.06% | 1,967 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $41.56万 | 0.06% | 7,465 | 7,465 | — | $41.56万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $41.47万 | 0.06% | 1,711 | 1,711 | — | $41.47万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $40.76万 | 0.06% | 2,822 | 2,472 | 706.3% | $35.71万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $40.35万 | 0.06% | 2,419 | 2,419 | — | $40.35万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $38.80万 | 0.05% | 869 | 191 | 28.2% | $8.53万 | 加仓 |
| BLK | BLACKROCK INC | $38.56万 | 0.05% | 401 | 182 | 83.1% | $17.50万 | 加仓 |
| COP | CONOCOPHILLIPS | $38.06万 | 0.05% | 2,883 | 2,883 | — | $38.06万 | 新建仓 |
| IWF | ISHARES TR | $37.91万 | 0.05% | 889 | 0 | 0.0% | — | 不变 |