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 |
|---|---|---|---|---|---|---|---|---|
| GDX | VANECK ETF TRUST | $40.64万 | 0.23% | 4,429 | 727 | 19.6% | $6.67万 | 加仓 |
| — | ELEVATION SERIES TRUST | $40.41万 | 0.22% | 14,079 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $40.32万 | 0.22% | 2,524 | 94 | 3.9% | $1.50万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $40.04万 | 0.22% | 7,766 | 1,159 | 17.5% | $5.98万 | 加仓 |
| BX | BLACKSTONE INC | $39.28万 | 0.22% | 3,415 | -77 | -2.2% | -$8,857 | 减仓 |
| SO | SOUTHERN CO | $39.01万 | 0.22% | 4,041 | 48 | 1.2% | $4,634 | 加仓 |
| DE | DEERE & CO | $37.72万 | 0.21% | 669 | -12 | -1.8% | -$6,766 | 减仓 |
| BA | BOEING CO | $37.52万 | 0.21% | 1,885 | -150 | -7.4% | -$2.99万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $37.37万 | 0.21% | 9,726 | 2,535 | 35.3% | $9.74万 | 加仓 |
| SLV | ISHARES SILVER TR | $37.21万 | 0.21% | 5,461 | 1,276 | 30.5% | $8.69万 | 加仓 |
| SHEL | SHELL PLC | $36.54万 | 0.20% | 3,927 | 6 | 0.2% | $558 | 加仓 |
| IHDG | WISDOMTREE TR | $35.87万 | 0.20% | 7,448 | -13,845 | -65.0% | -$66.67万 | 减仓 |
| CSX | CSX CORP | $35.79万 | 0.20% | 8,717 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY CORP | $35.70万 | 0.20% | 3,894 | -362 | -8.5% | -$3.32万 | 减仓 |
| SYM | SYMBOTIC INC | $35.11万 | 0.19% | 6,600 | -500 | -7.0% | -$2.66万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $34.96万 | 0.19% | 5,979 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $34.56万 | 0.19% | 6,335 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $34.00万 | 0.19% | 1,093 | -7 | -0.6% | -$2,177 | 减仓 |
| PFE | PFIZER INC | $33.70万 | 0.19% | 11,998 | 7 | 0.1% | $197 | 加仓 |
| GE | GE AEROSPACE | $33.69万 | 0.19% | 1,187 | 17 | 1.5% | $4,825 | 加仓 |
| PEP | PEPSICO INC | $33.11万 | 0.18% | 2,131 | 39 | 1.9% | $6,059 | 加仓 |
| CTVA | CORTEVA INC | $33.11万 | 0.18% | 3,955 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $32.80万 | 0.18% | 5,943 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $31.66万 | 0.18% | 3,591 | 186 | 5.5% | $1.64万 | 加仓 |
| CSCO | CISCO SYS INC | $31.30万 | 0.17% | 4,033 | -843 | -17.3% | -$6.54万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $31.14万 | 0.17% | 921 | 12 | 1.3% | $4,058 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $29.94万 | 0.17% | 3,243 | 128 | 4.1% | $1.18万 | 加仓 |
| KO | COCA COLA CO | $29.67万 | 0.16% | 3,900 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $29.48万 | 0.16% | 7,717 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $28.79万 | 0.16% | 2,166 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $28.03万 | 0.16% | 561 | -39 | -6.5% | -$1.95万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $27.47万 | 0.15% | 2,915 | 275 | 10.4% | $2.59万 | 加仓 |
| MRK | MERCK & CO INC | $26.00万 | 0.14% | 2,160 | 5 | 0.2% | $602 | 加仓 |
| MTB | M & T BK CORP | $25.96万 | 0.14% | 1,255 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS ETF TRUST | $25.36万 | 0.14% | 9,142 | 9,142 | — | $25.36万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $24.69万 | 0.14% | 1,074 | 48 | 4.7% | $1.10万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $24.61万 | 0.14% | 2,730 | 74 | 2.8% | $6,672 | 加仓 |
| SYK | STRYKER CORPORATION | $24.18万 | 0.13% | 735 | 12 | 1.7% | $3,948 | 加仓 |
| ENB | ENBRIDGE INC | $24.11万 | 0.13% | 4,453 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $23.64万 | 0.13% | 1,225 | 15 | 1.2% | $2,895 | 加仓 |
| GDXJ | VANECK ETF TRUST | $23.28万 | 0.13% | 1,939 | 1,939 | — | $23.28万 | 新建仓 |
| BLK | BLACKROCK INC | $23.10万 | 0.13% | 240 | -25 | -9.4% | -$2.41万 | 减仓 |
| — | WISDOMTREE TR | $22.74万 | 0.13% | 4,540 | 4,540 | — | $22.74万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.54万 | 0.13% | 667 | 0 | 0.0% | — | 不变 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $22.23万 | 0.12% | 4,813 | 4,813 | — | $22.23万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $21.88万 | 0.12% | 1,932 | 1,932 | — | $21.88万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.69万 | 0.12% | 3,575 | -996 | -21.8% | -$6.04万 | 减仓 |
| ORCL | ORACLE CORP | $21.67万 | 0.12% | 1,472 | -199 | -11.9% | -$2.93万 | 减仓 |
| F | FORD MTR CO | $21.60万 | 0.12% | 18,718 | 447 | 2.4% | $5,159 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $21.48万 | 0.12% | 1,192 | 1,192 | — | $21.48万 | 新建仓 |
| XEL | XCEL ENERGY INC | $21.37万 | 0.12% | 2,689 | 2,689 | — | $21.37万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $20.62万 | 0.11% | 243 | -10 | -4.0% | -$8,485 | 减仓 |
| MOAT | VANECK ETF TRUST | $20.31万 | 0.11% | 2,100 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $20.23万 | 0.11% | 1,031 | 1,031 | — | $20.23万 | 新建仓 |
| SMR | NUSCALE PWR CORP | $13.16万 | 0.07% | 12,140 | 12,140 | — | $13.16万 | 新建仓 |
| HYZD | WISDOMTREE TR | $0 | 0.00% | 0 | -16,578 | -100.0% | -$37.35万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,805 | -100.0% | -$22.62万 | 清仓 |
| SPTM | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -2,500 | -100.0% | -$20.26万 | 清仓 |
| — | ITERUM THERAPEUTICS PLC | $0 | 0.00% | 0 | -268,886 | -100.0% | -$9.01万 | 清仓 |