Alchemi Wealth, LLC
ESSEX CT · SEC CIK 0002110606
$1.80亿2026Q1 申报市值
155持仓数
38.5%前十大占比 · 第一大 14.3%
11 / 4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
DDWM 新建仓+$64.19万
XLI 加仓+$49.19万
XSOE 新建仓+$45.24万
FEGE 加仓+$41.56万
NVDA 加仓+$31.99万
2026Q1 卖出最多 按季末市值估算
IHDG 减仓-$66.67万
AAPL 减仓-$57.51万
HYZD 清仓-$37.35万
NFLX 减仓-$31.67万
MO 减仓-$23.25万
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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $69.66万 | 0.39% | 2,250 | 60 | 2.7% | $1.86万 | 加仓 |
| UNP | UNION PAC CORP | $72.29万 | 0.40% | 2,979 | 1 | 0.0% | $243 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $72.35万 | 0.40% | 15,101 | -3,848 | -20.3% | -$18.44万 | 减仓 |
| VGT | VANGUARD WORLD FD | $73.11万 | 0.41% | 1,047 | 18 | 1.7% | $1.26万 | 加仓 |
| QCOM | QUALCOMM INC | $75.27万 | 0.42% | 5,844 | 919 | 18.7% | $11.84万 | 加仓 |
| PSX | PHILLIPS 66 | $75.72万 | 0.42% | 4,155 | 58 | 1.4% | $1.06万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $77.79万 | 0.43% | 10,232 | 860 | 9.2% | $6.54万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $79.78万 | 0.44% | 15,891 | 35 | 0.2% | $1,757 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $81.40万 | 0.45% | 13,286 | 201 | 1.5% | $1.23万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $84.40万 | 0.47% | 2,630 | 105 | 4.2% | $3.37万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $85.30万 | 0.47% | 3,645 | -20 | -0.5% | -$4,681 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $86.07万 | 0.48% | 863 | 5 | 0.6% | $4,987 | 加仓 |
| CAT | CATERPILLAR INC | $92.24万 | 0.51% | 1,301 | -1 | -0.1% | -$709 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $93.69万 | 0.52% | 34,406 | 7,843 | 29.5% | $21.36万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $97.09万 | 0.54% | 36,972 | 8,421 | 29.5% | $22.11万 | 加仓 |
| V | VISA INC | $99.19万 | 0.55% | 3,281 | -4 | -0.1% | -$1,209 | 减仓 |
| GLD | SPDR GOLD TR | $101.08万 | 0.56% | 2,349 | -13 | -0.6% | -$5,594 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $102.18万 | 0.57% | 5,023 | -3 | -0.1% | -$610 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $103.29万 | 0.57% | 3,414 | -23 | -0.7% | -$6,959 | 减仓 |
| MO | ALTRIA GROUP INC | $104.90万 | 0.58% | 15,895 | -3,523 | -18.1% | -$23.25万 | 减仓 |
| COWZ | PACER FDS TR | $106.12万 | 0.59% | 16,961 | 240 | 1.4% | $1.50万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $106.82万 | 0.59% | 6,460 | -63 | -1.0% | -$1.04万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $108.54万 | 0.60% | 5,047 | 661 | 15.1% | $14.22万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $114.63万 | 0.64% | 39,041 | 3,126 | 8.7% | $9.18万 | 加仓 |
| CVX | CHEVRON CORPORATION | $115.67万 | 0.64% | 5,588 | 1,268 | 29.4% | $26.25万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $118.08万 | 0.66% | 91,750 | 3,600 | 4.1% | $4.63万 | 加仓 |
| NJR | NEW JERSEY RES CORP | $118.63万 | 0.66% | 21,601 | 87 | 0.4% | $4,778 | 加仓 |
| DIVO | AMPLIFY ETF TR | $120.18万 | 0.67% | 26,796 | 151 | 0.6% | $6,772 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $120.69万 | 0.67% | 25,291 | -3,214 | -11.3% | -$15.34万 | 减仓 |
| SMH | VANECK ETF TRUST | $125.12万 | 0.69% | 3,263 | 395 | 13.8% | $15.15万 | 加仓 |
| EMR | EMERSON ELEC CO | $127.87万 | 0.71% | 9,759 | 38 | 0.4% | $4,979 | 加仓 |
| MSTR | STRATEGY INC | $128.43万 | 0.71% | 10,291 | 1,999 | 24.1% | $24.95万 | 加仓 |
| IMVT | IMMUNOVANT INC | $134.18万 | 0.74% | 54,016 | -2,560 | -4.5% | -$6.36万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $135.91万 | 0.75% | 23,024 | 4,717 | 25.8% | $27.84万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $142.56万 | 0.79% | 8,814 | 3,041 | 52.7% | $49.19万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $144.30万 | 0.80% | 5,902 | 25 | 0.4% | $6,113 | 加仓 |
| FEGE | RBB FUND TRUST | $146.05万 | 0.81% | 31,074 | 8,842 | 39.8% | $41.56万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $159.57万 | 0.89% | 3,330 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $166.29万 | 0.92% | 1,808 | 7 | 0.4% | $6,438 | 加仓 |
| GOOG | ALPHABET INC | $166.55万 | 0.92% | 5,805 | -72 | -1.2% | -$2.07万 | 减仓 |
| WTV | WISDOMTREE TR | $171.69万 | 0.95% | 18,123 | 2,010 | 12.5% | $19.04万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $175.60万 | 0.97% | 5,968 | 259 | 4.5% | $7.62万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $208.68万 | 1.16% | 15,937 | 330 | 2.1% | $4.32万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $257.25万 | 1.43% | 249,752 | 571 | 0.2% | $5,881 | 加仓 |
| NFLX | NETFLIX INC. | $265.82万 | 1.48% | 27,646 | -3,294 | -10.6% | -$31.67万 | 减仓 |
| META | META PLATFORMS INC | $319.82万 | 1.77% | 5,589 | -192 | -3.3% | -$10.99万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $322.52万 | 1.79% | 13,571 | 343 | 2.6% | $8.15万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $325.10万 | 1.80% | 80,889 | 1,749 | 2.2% | $7.03万 | 加仓 |
| — | EXXON MOBIL CORP | $327.13万 | 1.82% | 19,281 | -555 | -2.8% | -$9.42万 | 减仓 |
| GOOGL | ALPHABET INC | $336.12万 | 1.87% | 11,687 | -79 | -0.7% | -$2.27万 | 减仓 |
| TSLA | TESLA INC | $342.05万 | 1.90% | 9,201 | -142 | -1.5% | -$5.28万 | 减仓 |
| INTF | ISHARES TR | $350.26万 | 1.94% | 89,902 | 3,474 | 4.0% | $13.53万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $385.01万 | 2.14% | 50,893 | 312 | 0.6% | $2.36万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $402.37万 | 2.23% | 6,186 | -15 | -0.2% | -$9,757 | 减仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $424.49万 | 2.36% | 116,779 | 1,006 | 0.9% | $3.66万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $435.59万 | 2.42% | 111,746 | 2,699 | 2.5% | $10.52万 | 加仓 |
| MSFT | MICROSOFT CORP | $474.87万 | 2.64% | 12,828 | -106 | -0.8% | -$3.92万 | 减仓 |
| BIL | SPDR SERIES TRUST | $540.68万 | 3.00% | 59,000 | -1,240 | -2.1% | -$11.36万 | 减仓 |
| AMZN | AMAZON COM INC | $547.79万 | 3.04% | 26,302 | -63 | -0.2% | -$1.31万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $800.65万 | 4.44% | 45,908 | 1,834 | 4.2% | $31.99万 | 加仓 |
| AAPL | APPLE INC | $2,574.49万 | 14.29% | 101,440 | -2,266 | -2.2% | -$57.51万 | 减仓 |