Alchemi Wealth, LLC
ESSEX CT · SEC CIK 0002110606
$2.13亿2026Q2 申报市值
168持仓数
36.7%前十大占比 · 第一大 13.5%
19 / 8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
VTV 加仓+$279.41万
VBIL 加仓+$90.41万
VIG 加仓+$86.84万
VTI 加仓+$70.02万
IREN 新建仓+$51.93万
2026Q2 卖出最多 按季末市值估算
SOXL 减仓-$103.22万
BIL 减仓-$82.08万
PLTR 清仓-$52.79万
AAPL 减仓-$49.19万
IHDG 清仓-$35.87万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2,886.11万 | 13.52% | 99,740 | -1,700 | -1.7% | -$49.19万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $897.28万 | 4.20% | 44,843 | -1,065 | -2.3% | -$21.31万 | 减仓 |
| AMZN | AMAZON COM INC | $639.23万 | 2.99% | 26,820 | 518 | 2.0% | $12.35万 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $581.01万 | 2.72% | 114,575 | -2,204 | -1.9% | -$11.18万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $512.63万 | 2.40% | 118,445 | 6,699 | 6.0% | $28.99万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $501.63万 | 2.35% | 6,716 | 530 | 8.6% | $39.59万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $475.57万 | 2.23% | 62,839 | 11,946 | 23.5% | $90.41万 | 加仓 |
| MSFT | MICROSOFT CORP | $468.70万 | 2.20% | 12,564 | -264 | -2.1% | -$9.85万 | 减仓 |
| BIL | SPDR SERIES TRUST | $458.60万 | 2.15% | 50,043 | -8,957 | -15.2% | -$82.08万 | 减仓 |
| GOOGL | ALPHABET INC | $421.06万 | 1.97% | 11,780 | 93 | 0.8% | $3.32万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $407.29万 | 1.91% | 13,443 | -128 | -0.9% | -$3.88万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $388.02万 | 1.82% | 82,207 | 1,318 | 1.6% | $6.22万 | 加仓 |
| INTF | ISHARES TR | $381.19万 | 1.79% | 93,062 | 3,160 | 3.5% | $12.94万 | 加仓 |
| TSLA | TESLA INC | $363.10万 | 1.70% | 8,633 | -568 | -6.2% | -$23.89万 | 减仓 |
| META | META PLATFORMS INC | $305.59万 | 1.43% | 5,425 | -164 | -2.9% | -$9.24万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $301.88万 | 1.41% | 13,852 | 12,821 | 1,243.5% | $279.41万 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $299.55万 | 1.40% | 11,231 | -3,870 | -25.6% | -$103.22万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $295.22万 | 1.38% | 5,082 | 59 | 1.2% | $3.43万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $283.90万 | 1.33% | 263,117 | 13,365 | 5.4% | $14.42万 | 加仓 |
| — | EXXON MOBIL CORP | $258.96万 | 1.21% | 18,940 | -341 | -1.8% | -$4.66万 | 减仓 |
| SMH | VANECK ETF TRUST | $240.60万 | 1.13% | 3,668 | 405 | 12.4% | $26.57万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $227.04万 | 1.06% | 92,669 | 919 | 1.0% | $2.25万 | 加仓 |
| LLY | ELI LILLY & CO | $218.30万 | 1.02% | 1,820 | 12 | 0.7% | $1.44万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $216.10万 | 1.01% | 17,072 | 1,135 | 7.1% | $14.37万 | 加仓 |
| GOOG | ALPHABET INC | $208.36万 | 0.98% | 5,896 | 91 | 1.6% | $3.22万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $206.26万 | 0.97% | 8,717 | 3,670 | 72.7% | $86.84万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $205.42万 | 0.96% | 6,275 | 307 | 5.1% | $10.05万 | 加仓 |
| WTV | WISDOMTREE TR | $201.23万 | 0.94% | 19,781 | 1,658 | 9.1% | $16.87万 | 加仓 |
| IMVT | IMMUNOVANT INC | $179.16万 | 0.84% | 46,500 | -7,516 | -13.9% | -$28.96万 | 减仓 |
| NFLX | NETFLIX INC. | $178.44万 | 0.84% | 24,991 | -2,655 | -9.6% | -$18.96万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $176.39万 | 0.83% | 9,522 | 708 | 8.0% | $13.12万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $167.34万 | 0.78% | 4,522 | 1,892 | 71.9% | $70.02万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $157.62万 | 0.74% | 3,150 | -180 | -5.4% | -$9.01万 | 减仓 |
| CAT | CATERPILLAR INC | $152.92万 | 0.72% | 1,435 | 134 | 10.3% | $14.28万 | 加仓 |
| FEGE | RBB FUND TRUST | $151.94万 | 0.71% | 31,058 | -16 | -0.1% | -$783 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $143.68万 | 0.67% | 28,144 | 5,120 | 22.2% | $26.14万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $141.11万 | 0.66% | 5,555 | -347 | -5.9% | -$8.81万 | 减仓 |
| EMR | EMERSON ELEC CO | $139.98万 | 0.66% | 9,778 | 19 | 0.2% | $2,720 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $137.19万 | 0.64% | 41,611 | 2,570 | 6.6% | $8.47万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $124.18万 | 0.58% | 1,075 | 154 | 16.7% | $17.79万 | 加仓 |
| NJR | NEW JERSEY RES CORP | $121.05万 | 0.57% | 21,601 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $117.35万 | 0.55% | 6,486 | 26 | 0.4% | $4,704 | 加仓 |
| QCOM | QUALCOMM INC | $117.27万 | 0.55% | 6,345 | 501 | 8.6% | $9.26万 | 加仓 |
| MO | ALTRIA GROUP INC | $115.81万 | 0.54% | 16,096 | 201 | 1.3% | $1.45万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $115.40万 | 0.54% | 3,411 | -3 | -0.1% | -$1,015 | 减仓 |
| DIVO | AMPLIFY ETF TR | $114.10万 | 0.53% | 24,967 | -1,829 | -6.8% | -$8.36万 | 减仓 |
| V | VISA INC | $112.38万 | 0.53% | 3,275 | -6 | -0.2% | -$2,059 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $110.01万 | 0.52% | 42,021 | 5,049 | 13.7% | $13.22万 | 加仓 |
| MSTR | STRATEGY INC | $107.26万 | 0.50% | 12,339 | 2,048 | 19.9% | $17.80万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $105.75万 | 0.50% | 38,693 | 4,287 | 12.5% | $11.72万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $105.74万 | 0.50% | 26,285 | 994 | 3.9% | $4.00万 | 加仓 |
| URI | UNITED RENTALS INC | $102.06万 | 0.48% | 900 | 22 | 2.5% | $2.49万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $99.92万 | 0.47% | 10,670 | 438 | 4.3% | $4.10万 | 加仓 |
| GEV | GE VERNOVA INC | $99.04万 | 0.46% | 843 | 108 | 14.7% | $12.69万 | 加仓 |
| VGT | VANGUARD WORLD FD | $97.56万 | 0.46% | 8,162 | -214 | -2.6% | -$2.56万 | 减仓 |
| CVX | CHEVRON CORPORATION | $92.97万 | 0.44% | 5,608 | 20 | 0.4% | $3,316 | 加仓 |
| COWZ | PACER FDS TR | $92.70万 | 0.43% | 14,904 | -2,057 | -12.1% | -$12.79万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $92.23万 | 0.43% | 3,484 | -161 | -4.4% | -$4.26万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $90.33万 | 0.42% | 3,163 | 60 | 1.9% | $1.71万 | 加仓 |
| DDWM | WISDOMTREE TR | $88.62万 | 0.42% | 19,189 | 4,637 | 31.9% | $21.41万 | 加仓 |
| AVGO | BROADCOM INC | $86.27万 | 0.40% | 2,283 | 33 | 1.5% | $1.25万 | 加仓 |
| GLW | CORNING INC | $84.09万 | 0.39% | 3,291 | -25 | -0.8% | -$6,388 | 减仓 |
| GLD | SPDR GOLD TR | $84.03万 | 0.39% | 2,281 | -68 | -2.9% | -$2.50万 | 减仓 |
| PTNQ | PACER FDS TR | $82.91万 | 0.39% | 9,352 | -75 | -0.8% | -$6,649 | 减仓 |
| UNP | UNION PAC CORP | $81.25万 | 0.38% | 2,986 | 7 | 0.2% | $1,905 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $80.73万 | 0.38% | 862 | -1 | -0.1% | -$937 | 减仓 |
| TREX | TREX INC | $77.06万 | 0.36% | 15,400 | 0 | 0.0% | — | 不变 |
| FELV | FIDELITY COVINGTON TRUST | $73.73万 | 0.35% | 18,390 | -185 | -1.0% | -$7,417 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $73.07万 | 0.34% | 17,435 | -920 | -5.0% | -$3.86万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $73.00万 | 0.34% | 4,518 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $72.38万 | 0.34% | 7,371 | 4,456 | 152.9% | $43.76万 | 加仓 |
| XSOE | WISDOMTREE TR | $71.72万 | 0.34% | 14,584 | 3,301 | 29.3% | $16.23万 | 加仓 |
| PSX | PHILLIPS 66 | $70.65万 | 0.33% | 4,178 | 23 | 0.6% | $3,889 | 加仓 |
| QQQ | INVESCO QQQ TR | $70.00万 | 0.33% | 950 | -189 | -16.6% | -$13.93万 | 减仓 |
| ABBV | ABBVIE INC | $69.03万 | 0.32% | 2,742 | 207 | 8.2% | $5.21万 | 加仓 |
| CSRE | COHEN & STEERS ETF TRUST | $66.60万 | 0.31% | 23,467 | 6,068 | 34.9% | $17.22万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $64.88万 | 0.30% | 12,849 | 660 | 5.4% | $3.33万 | 加仓 |
| QDPL | PACER FDS TR | $64.54万 | 0.30% | 14,319 | 3,333 | 30.3% | $15.02万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $64.34万 | 0.30% | 12,114 | -1,172 | -8.8% | -$6.22万 | 减仓 |
| AMGN | AMGEN INC | $60.56万 | 0.28% | 1,672 | -3 | -0.2% | -$1,087 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $60.16万 | 0.28% | 14,207 | -1,684 | -10.6% | -$7.13万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $60.11万 | 0.28% | 1,622 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $59.70万 | 0.28% | 5,269 | 211 | 4.2% | $2.39万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $58.87万 | 0.28% | 1,661 | -26 | -1.5% | -$9,215 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $58.53万 | 0.27% | 1,860 | 0 | 0.0% | — | 不变 |
| FLRT | PACER FDS TR | $58.48万 | 0.27% | 12,539 | 495 | 4.1% | $2.31万 | 加仓 |
| — | COHEN & STEERS ETF TRUST | $58.47万 | 0.27% | 20,477 | 11,335 | 124.0% | $32.37万 | 加仓 |
| HD | HOME DEPOT INC | $58.28万 | 0.27% | 1,652 | -75 | -4.3% | -$2.65万 | 减仓 |
| — | ELEVATION SERIES TRUST | $58.16万 | 0.27% | 11,107 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $57.98万 | 0.27% | 10,174 | -96 | -0.9% | -$5,471 | 减仓 |
| PTLC | PACER FDS TR | $56.62万 | 0.27% | 9,718 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $51.93万 | 0.24% | 11,355 | 11,355 | — | $51.93万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $49.24万 | 0.23% | 5,683 | 24 | 0.4% | $2,080 | 加仓 |
| IVV | ISHARES TR | $48.98万 | 0.23% | 654 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $48.46万 | 0.23% | 1,620 | -254 | -13.6% | -$7.60万 | 减仓 |
| — | ELEVATION SERIES TRUST | $47.07万 | 0.22% | 13,819 | -260 | -1.8% | -$8,855 | 减仓 |
| MMM | 3M CO | $45.48万 | 0.21% | 2,808 | 3 | 0.1% | $486 | 加仓 |
| LIN | LINDE PLC | $45.25万 | 0.21% | 871 | 1 | 0.1% | $519 | 加仓 |
| INTC | INTEL CORP | $44.74万 | 0.21% | 3,204 | 3,204 | — | $44.74万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $44.32万 | 0.21% | 1,575 | -131 | -7.7% | -$3.69万 | 减仓 |