13F 机构持仓

Alchemi Wealth, LLC

ESSEX CT · SEC CIK 0002110606

2026Q22026Q1 更早 9 个季度 🔒
$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
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 14.3%
NVDA 4.4%
AMZN 3.0%
BIL 3.0%
MSFT 2.6%
RECS 2.4%
BST 2.4%
SPY 2.2%
VBIL 2.1%
INTF 1.9%

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
HYZD WISDOMTREE TR $00.00%0 -16,578-100.0% -$37.35万 清仓
ZS ZSCALER INC $00.00%0 —— — 申报中断
ABT ABBOTT LABS $00.00%0 -1,805-100.0% -$22.62万 清仓
SPTM SPDR SERIES TRUST $00.00%0 —— — 申报中断
RBLX ROBLOX CORP $00.00%0 -2,500-100.0% -$20.26万 清仓
— ITERUM THERAPEUTICS PLC $00.00%0 -268,886-100.0% -$9.01万 清仓
SMR NUSCALE PWR CORP $13.16万0.07%12,140 12,140— $13.16万 新建仓
VTV VANGUARD INDEX FDS $20.23万0.11%1,031 1,031— $20.23万 新建仓
MOAT VANECK ETF TRUST $20.31万0.11%2,100 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $20.62万0.11%243 -10-4.0% -$8,485 减仓
XEL XCEL ENERGY INC $21.37万0.12%2,689 2,689— $21.37万 新建仓
DLR DIGITAL RLTY TR INC $21.48万0.12%1,192 1,192— $21.48万 新建仓
F FORD MTR CO $21.60万0.12%18,718 4472.4% $5,159 加仓
ORCL ORACLE CORP $21.67万0.12%1,472 -199-11.9% -$2.93万 减仓
BMY BRISTOL-MYERS SQUIBB CO $21.69万0.12%3,575 -996-21.8% -$6.04万 减仓
ED CONSOLIDATED EDISON INC $21.88万0.12%1,932 1,932— $21.88万 新建仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $22.23万0.12%4,813 4,813— $22.23万 新建仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $22.54万0.13%667 00.0% — 不变
— WISDOMTREE TR $22.74万0.13%4,540 4,540— $22.74万 新建仓
BLK BLACKROCK INC $23.10万0.13%240 -25-9.4% -$2.41万 减仓
GDXJ VANECK ETF TRUST $23.28万0.13%1,939 1,939— $23.28万 新建仓
RTX RTX CORPORATION $23.64万0.13%1,225 151.2% $2,895 加仓
ENB ENBRIDGE INC $24.11万0.13%4,453 00.0% — 不变
SYK STRYKER CORPORATION $24.18万0.13%735 121.7% $3,948 加仓
TROW PRICE T ROWE GROUP INC $24.61万0.14%2,730 742.8% $6,672 加仓
WM WASTE MGMT INC DEL $24.69万0.14%1,074 484.7% $1.10万 加仓
— COHEN & STEERS ETF TRUST $25.36万0.14%9,142 9,142— $25.36万 新建仓
MTB M & T BK CORP $25.96万0.14%1,255 00.0% — 不变
MRK MERCK & CO INC $26.00万0.14%2,160 50.2% $602 加仓
VYMI VANGUARD WHITEHALL FDS $27.47万0.15%2,915 27510.4% $2.59万 加仓
MA MASTERCARD INCORPORATED $28.03万0.16%561 -39-6.5% -$1.95万 减仓
XLK SELECT SECTOR SPDR TR $28.79万0.16%2,166 00.0% — 不变
PPL PPL CORP $29.48万0.16%7,717 00.0% — 不变
KO COCA COLA CO $29.67万0.16%3,900 00.0% — 不变
ORLY OREILLY AUTOMOTIVE INC $29.94万0.17%3,243 1284.1% $1.18万 加仓
MU MICRON TECHNOLOGY INC $31.14万0.17%921 121.3% $4,058 加仓
CSCO CISCO SYS INC $31.30万0.17%4,033 -843-17.3% -$6.54万 减仓
IAU ISHARES GOLD TR $31.66万0.18%3,591 1865.5% $1.64万 加仓
GSK GSK PLC $32.80万0.18%5,943 00.0% — 不变
CTVA CORTEVA INC $33.11万0.18%3,955 00.0% — 不变
PEP PEPSICO INC $33.11万0.18%2,131 391.9% $6,059 加仓
GE GE AEROSPACE $33.69万0.19%1,187 171.5% $4,825 加仓
PFE PFIZER INC $33.70万0.19%11,998 70.1% $197 加仓
MCD MCDONALDS CORP $34.00万0.19%1,093 -7-0.6% -$2,177 减仓
XLG INVESCO EXCHANGE TRADED FD T $34.56万0.19%6,335 00.0% — 不变
BTI BRITISH AMERN TOB PLC $34.96万0.19%5,979 00.0% — 不变
SYM SYMBOTIC INC $35.11万0.19%6,600 -500-7.0% -$2.66万 减仓
OLED UNIVERSAL DISPLAY CORP $35.70万0.20%3,894 -362-8.5% -$3.32万 减仓
CSX CSX CORP $35.79万0.20%8,717 00.0% — 不变
IHDG WISDOMTREE TR $35.87万0.20%7,448 -13,845-65.0% -$66.67万 减仓
SHEL SHELL PLC $36.54万0.20%3,927 60.2% $558 加仓
SLV ISHARES SILVER TR $37.21万0.21%5,461 1,27630.5% $8.69万 加仓
IBIT ISHARES BITCOIN TRUST ETF $37.37万0.21%9,726 2,53535.3% $9.74万 加仓
BA BOEING CO $37.52万0.21%1,885 -150-7.4% -$2.99万 减仓
DE DEERE & CO $37.72万0.21%669 -12-1.8% -$6,766 减仓
SO SOUTHERN CO $39.01万0.22%4,041 481.2% $4,634 加仓
BX BLACKSTONE INC $39.28万0.22%3,415 -77-2.2% -$8,857 减仓
JSI JANUS DETROIT STR TR $40.04万0.22%7,766 1,15917.5% $5.98万 加仓
TJX TJX COS INC NEW $40.32万0.22%2,524 943.9% $1.50万 加仓
— ELEVATION SERIES TRUST $40.41万0.22%14,079 00.0% — 不变
GDX VANECK ETF TRUST $40.64万0.23%4,429 72719.6% $6.67万 加仓
MMM 3M CO $40.76万0.23%2,805 -18-0.6% -$2,616 减仓
NEE NEXTERA ENERGY INC $41.08万0.23%4,421 -2-0.0% -$186 减仓
IBM INTERNATIONAL BUSINESS MACHS $41.37万0.23%1,706 00.0% — 不变
IVV ISHARES TR $42.72万0.24%654 00.0% — 不变
HSY HERSHEY CO $43.16万0.24%2,076 221.1% $4,574 加仓
LIN LINDE PLC $43.16万0.24%870 263.1% $1.29万 加仓
ES EVERSOURCE ENERGY $43.95万0.24%6,343 60.1% $416 加仓
QDPL PACER FDS TR $44.10万0.24%10,986 3,01837.9% $12.11万 加仓
— ELEVATION SERIES TRUST $44.24万0.25%11,107 00.0% — 不变
CP CANADIAN PACIFIC KANSAS CITY $44.51万0.25%5,659 00.0% — 不变
GLW CORNING INC $45.10万0.25%3,316 1263.9% $1.71万 加仓
XSOE WISDOMTREE TR $45.24万0.25%11,283 11,283— $45.24万 新建仓
CSRE COHEN & STEERS ETF TRUST $45.73万0.25%17,399 2,40516.0% $6.32万 加仓
PG PROCTER & GAMBLE CO $47.55万0.26%3,291 110.3% $1,589 加仓
BAC BANK AMERICA CORP $50.07万0.28%10,270 30.0% $146 加仓
SPMO INVESCO EXCH TRADED FD TR II $50.66万0.28%4,518 00.0% — 不变
PTLC PACER FDS TR $50.98万0.28%9,718 00.0% — 不变
VHT VANGUARD WORLD FD $51.04万0.28%1,874 -166-8.1% -$4.52万 减仓
PLTR PALANTIR TECHNOLOGIES INC $52.79万0.29%3,609 -70-1.9% -$1.02万 减仓
MAR MARRIOTT INTL INC NEW $53.05万0.29%1,622 00.0% — 不变
NSC NORFOLK SOUTHN CORP $53.39万0.30%1,860 20.1% $574 加仓
ABBV ABBVIE INC $55.16万0.31%2,535 -100-3.8% -$2.18万 减仓
— HONEYWELL INTL INC $55.72万0.31%2,464 -1-0.0% -$226 减仓
FLRT PACER FDS TR $55.78万0.31%12,044 -1,340-10.0% -$6.21万 减仓
TREX TREX INC $56.09万0.31%15,400 750.5% $2,732 加仓
HD HOME DEPOT INC $56.84万0.32%1,727 -60-3.4% -$1.97万 减仓
GD GENERAL DYNAMICS CORP $57.92万0.32%1,687 120.7% $4,120 加仓
AMGN AMGEN INC $58.96万0.33%1,675 281.7% $9,856 加仓
T AT&T INC $59.37万0.33%20,479 60.0% $174 加仓
JAAA JANUS DETROIT STR TR $61.40万0.34%12,189 1,42613.2% $7.18万 加仓
WMT WALMART INC $62.88万0.35%5,058 50.1% $622 加仓
URI UNITED RENTALS INC $64.05万0.36%878 10.1% $729 加仓
GEV GE VERNOVA INC $64.16万0.36%735 101.4% $8,729 加仓
DDWM WISDOMTREE TR $64.19万0.36%14,552 14,552— $64.19万 新建仓
FTEC FIDELITY COVINGTON TRUST $64.56万0.36%3,103 250.8% $5,201 加仓
FELV FIDELITY COVINGTON TRUST $64.85万0.36%18,575 1,84011.0% $6.42万 加仓
QQQ INVESCO QQQ TR $65.78万0.37%1,139 -47-4.0% -$2.71万 减仓
FELC FIDELITY COVINGTON TRUST $66.57万0.37%18,355 1,67010.0% $6.06万 加仓
PTNQ PACER FDS TR $68.78万0.38%9,427 00.0% — 不变