13F 机构持仓

Alchemi Wealth, LLC

ESSEX CT · SEC CIK 0002110606

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.13亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 13.5%
NVDA 4.2%
AMZN 3.0%
BST 2.7%
RECS 2.4%
SPY 2.4%
VBIL 2.2%
MSFT 2.2%
BIL 2.1%
GOOGL 2.0%

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
CSRE COHEN & STEERS ETF TRUST $66.60万0.31%23,467 6,06834.9% $17.22万 加仓
ABBV ABBVIE INC $69.03万0.32%2,742 2078.2% $5.21万 加仓
QQQ INVESCO QQQ TR $70.00万0.33%950 -189-16.6% -$13.93万 减仓
PSX PHILLIPS 66 $70.65万0.33%4,178 230.6% $3,889 加仓
XSOE WISDOMTREE TR $71.72万0.34%14,584 3,30129.3% $16.23万 加仓
VYMI VANGUARD WHITEHALL FDS $72.38万0.34%7,371 4,456152.9% $43.76万 加仓
SPMO INVESCO EXCH TRADED FD TR II $73.00万0.34%4,518 00.0% — 不变
FELC FIDELITY COVINGTON TRUST $73.07万0.34%17,435 -920-5.0% -$3.86万 减仓
FELV FIDELITY COVINGTON TRUST $73.73万0.35%18,390 -185-1.0% -$7,417 减仓
TREX TREX INC $77.06万0.36%15,400 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $80.73万0.38%862 -1-0.1% -$937 减仓
UNP UNION PAC CORP $81.25万0.38%2,986 70.2% $1,905 加仓
PTNQ PACER FDS TR $82.91万0.39%9,352 -75-0.8% -$6,649 减仓
GLD SPDR GOLD TR $84.03万0.39%2,281 -68-2.9% -$2.50万 减仓
GLW CORNING INC $84.09万0.39%3,291 -25-0.8% -$6,388 减仓
AVGO BROADCOM INC $86.27万0.40%2,283 331.5% $1.25万 加仓
DDWM WISDOMTREE TR $88.62万0.42%19,189 4,63731.9% $21.41万 加仓
FTEC FIDELITY COVINGTON TRUST $90.33万0.42%3,163 601.9% $1.71万 加仓
FDN FIRST TR EXCHANGE-TRADED FD $92.23万0.43%3,484 -161-4.4% -$4.26万 减仓
COWZ PACER FDS TR $92.70万0.43%14,904 -2,057-12.1% -$12.79万 减仓
CVX CHEVRON CORPORATION $92.97万0.44%5,608 200.4% $3,316 加仓
VGT VANGUARD WORLD FD $97.56万0.46%8,162 -214-2.6% -$2.56万 减仓
GEV GE VERNOVA INC $99.04万0.46%843 10814.7% $12.69万 加仓
XSMO INVESCO EXCHANGE TRADED FD T $99.92万0.47%10,670 4384.3% $4.10万 加仓
URI UNITED RENTALS INC $102.06万0.48%900 222.5% $2.49万 加仓
CEF SPROTT ASSET MANAGEMENT LP $105.74万0.50%26,285 9943.9% $4.00万 加仓
CGMS CAPITAL GRP FIXED INCM ETF T $105.75万0.50%38,693 4,28712.5% $11.72万 加仓
MSTR STRATEGY INC $107.26万0.50%12,339 2,04819.9% $17.80万 加仓
CGCB CAPITAL GRP FIXED INCM ETF T $110.01万0.52%42,021 5,04913.7% $13.22万 加仓
V VISA INC $112.38万0.53%3,275 -6-0.2% -$2,059 减仓
DIVO AMPLIFY ETF TR $114.10万0.53%24,967 -1,829-6.8% -$8.36万 减仓
AXP AMERICAN EXPRESS CO $115.40万0.54%3,411 -3-0.1% -$1,015 减仓
MO ALTRIA GROUP INC $115.81万0.54%16,096 2011.3% $1.45万 加仓
QCOM QUALCOMM INC $117.27万0.55%6,345 5018.6% $9.26万 加仓
PM PHILIP MORRIS INTL INC $117.35万0.55%6,486 260.4% $4,704 加仓
NJR NEW JERSEY RES CORP $121.05万0.57%21,601 00.0% — 不变
MU MICRON TECHNOLOGY INC $124.18万0.58%1,075 15416.7% $17.79万 加仓
CGMM CAPITAL GROUP EQUITY ETF TR $137.19万0.64%41,611 2,5706.6% $8.47万 加仓
EMR EMERSON ELEC CO $139.98万0.66%9,778 190.2% $2,720 加仓
JNJ JOHNSON & JOHNSON $141.11万0.66%5,555 -347-5.9% -$8.81万 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $143.68万0.67%28,144 5,12022.2% $26.14万 加仓
FEGE RBB FUND TRUST $151.94万0.71%31,058 -16-0.1% -$783 减仓
CAT CATERPILLAR INC $152.92万0.72%1,435 13410.3% $14.28万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $157.62万0.74%3,150 -180-5.4% -$9.01万 减仓
VTI VANGUARD INDEX FDS $167.34万0.78%4,522 1,89271.9% $70.02万 加仓
XLI SELECT SECTOR SPDR TR $176.39万0.83%9,522 7088.0% $13.12万 加仓
NFLX NETFLIX INC. $178.44万0.84%24,991 -2,655-9.6% -$18.96万 减仓
IMVT IMMUNOVANT INC $179.16万0.84%46,500 -7,516-13.9% -$28.96万 减仓
WTV WISDOMTREE TR $201.23万0.94%19,781 1,6589.1% $16.87万 加仓
JPM JPMORGAN CHASE & CO $205.42万0.96%6,275 3075.1% $10.05万 加仓
VIG VANGUARD SPECIALIZED FUNDS $206.26万0.97%8,717 3,67072.7% $86.84万 加仓
GOOG ALPHABET INC $208.36万0.98%5,896 911.6% $3.22万 加仓
DUK DUKE ENERGY CORP NEW $216.10万1.01%17,072 1,1357.1% $14.37万 加仓
LLY ELI LILLY & CO $218.30万1.02%1,820 120.7% $1.44万 加仓
CIFR CIPHER DIGITAL INC $227.04万1.06%92,669 9191.0% $2.25万 加仓
SMH VANECK ETF TRUST $240.60万1.13%3,668 40512.4% $26.57万 加仓
— EXXON MOBIL CORP $258.96万1.21%18,940 -341-1.8% -$4.66万 减仓
DNP DNP SELECT INCOME FD INC $283.90万1.33%263,117 13,3655.4% $14.42万 加仓
AMD ADVANCED MICRO DEVICES INC $295.22万1.38%5,082 591.2% $3.43万 加仓
SOXL DIREXION SHARES ETF TRUST $299.55万1.40%11,231 -3,870-25.6% -$103.22万 减仓
VTV VANGUARD INDEX FDS $301.88万1.41%13,852 12,8211,243.5% $279.41万 加仓
META META PLATFORMS INC $305.59万1.43%5,425 -164-2.9% -$9.24万 减仓
TSLA TESLA INC $363.10万1.70%8,633 -568-6.2% -$23.89万 减仓
INTF ISHARES TR $381.19万1.79%93,062 3,1603.5% $12.94万 加仓
CGGR CAPITAL GROUP GROWTH ETF $388.02万1.82%82,207 1,3181.6% $6.22万 加仓
QQQM INVESCO EXCH TRADED FD TR II $407.29万1.91%13,443 -128-0.9% -$3.88万 减仓
GOOGL ALPHABET INC $421.06万1.97%11,780 930.8% $3.32万 加仓
BIL SPDR SERIES TRUST $458.60万2.15%50,043 -8,957-15.2% -$82.08万 减仓
MSFT MICROSOFT CORP $468.70万2.20%12,564 -264-2.1% -$9.85万 减仓
VBIL VANGUARD INSTL INDEX FD $475.57万2.23%62,839 11,94623.5% $90.41万 加仓
SPY STATE STR SPDR S&P 500 ETF T $501.63万2.35%6,716 5308.6% $39.59万 加仓
RECS COLUMBIA ETF TR I $512.63万2.40%118,445 6,6996.0% $28.99万 加仓
BST BLACKROCK SCIENCE & TECHNOLO $581.01万2.72%114,575 -2,204-1.9% -$11.18万 减仓
AMZN AMAZON COM INC $639.23万2.99%26,820 5182.0% $12.35万 加仓
NVDA NVIDIA CORPORATION $897.28万4.20%44,843 -1,065-2.3% -$21.31万 减仓
AAPL APPLE INC $2,886.11万13.52%99,740 -1,700-1.7% -$49.19万 减仓