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 |
|---|---|---|---|---|---|---|---|---|
| JSI | JANUS DETROIT STR TR | $44.01万 | 0.21% | 8,594 | 828 | 10.7% | $4.24万 | 加仓 |
| ES | EVERSOURCE ENERGY | $43.69万 | 0.20% | 6,044 | -299 | -4.7% | -$2.16万 | 减仓 |
| CSCO | CISCO SYS INC | $43.28万 | 0.20% | 3,683 | -350 | -8.7% | -$4.11万 | 减仓 |
| DE | DEERE & CO | $43.00万 | 0.20% | 677 | 8 | 1.2% | $5,081 | 加仓 |
| PG | PROCTER & GAMBLE CO | $42.73万 | 0.20% | 2,913 | -378 | -11.5% | -$5.55万 | 减仓 |
| CSX | CSX CORP | $41.88万 | 0.20% | 8,810 | 93 | 1.1% | $4,421 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $41.01万 | 0.19% | 2,152 | -14 | -0.6% | -$2,668 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $40.60万 | 0.19% | 6,574 | 595 | 10.0% | $3.67万 | 加仓 |
| T | AT&T INC | $40.36万 | 0.19% | 19,497 | -982 | -4.8% | -$2.03万 | 减仓 |
| ZS | ZSCALER INC | $40.23万 | 0.19% | 2,850 | 1,775 | 165.1% | $25.05万 | 重新持有 |
| GE | GE AEROSPACE | $39.73万 | 0.19% | 1,063 | -124 | -10.4% | -$4.63万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $38.79万 | 0.18% | 6,335 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $38.68万 | 0.18% | 4,041 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $38.26万 | 0.18% | 2,525 | 1 | 0.0% | $152 | 加仓 |
| NEE | NEXTERA ENERGY INC | $37.91万 | 0.18% | 4,318 | -103 | -2.3% | -$9,042 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $36.81万 | 0.17% | 11,056 | 1,330 | 13.7% | $4.43万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $36.36万 | 0.17% | 839 | 839 | — | $36.36万 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP | $36.07万 | 0.17% | 4,164 | 270 | 6.9% | $2.34万 | 加仓 |
| HSY | HERSHEY CO | $36.04万 | 0.17% | 2,054 | -22 | -1.1% | -$3,860 | 减仓 |
| AMAT | APPLIED MATLS INC | $35.76万 | 0.17% | 494 | 494 | — | $35.76万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $33.86万 | 0.16% | 709 | 42 | 6.3% | $2.01万 | 加仓 |
| CTVA | CORTEVA INC | $33.49万 | 0.16% | 3,955 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $33.40万 | 0.16% | 2,466 | 335 | 15.7% | $4.54万 | 加仓 |
| — | COHEN & STEERS ETF TRUST | $33.38万 | 0.16% | 9,995 | 9,995 | — | $33.38万 | 新建仓 |
| SHEL | SHELL PLC | $32.79万 | 0.15% | 4,227 | 300 | 7.6% | $2.33万 | 加仓 |
| GSK | GSK PLC | $31.72万 | 0.15% | 6,052 | 109 | 1.8% | $5,714 | 加仓 |
| KO | COCA COLA CO | $31.62万 | 0.15% | 3,889 | -11 | -0.3% | -$894 | 减仓 |
| — | WISDOMTREE TR | $30.89万 | 0.14% | 6,227 | 1,687 | 37.2% | $8.37万 | 加仓 |
| CRWV | COREWEAVE INC | $30.59万 | 0.14% | 3,073 | 3,073 | — | $30.59万 | 新建仓 |
| MTB | M & T BK CORP | $29.66万 | 0.14% | 1,246 | -9 | -0.7% | -$2,142 | 减仓 |
| MA | MASTERCARD INCORPORATED | $29.12万 | 0.14% | 567 | 6 | 1.1% | $3,082 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $28.60万 | 0.13% | 2,515 | -215 | -7.9% | -$2.44万 | 减仓 |
| PFE | PFIZER INC | $28.55万 | 0.13% | 11,856 | -142 | -1.2% | -$3,420 | 减仓 |
| MCD | MCDONALDS CORP | $28.28万 | 0.13% | 1,045 | -48 | -4.4% | -$1.30万 | 减仓 |
| PPL | PPL CORP | $28.05万 | 0.13% | 7,717 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $27.79万 | 0.13% | 3,018 | -225 | -6.9% | -$2.07万 | 减仓 |
| IAU | ISHARES GOLD TR | $27.38万 | 0.13% | 3,626 | 35 | 1.0% | $2,643 | 加仓 |
| MRK | MERCK & CO INC | $27.14万 | 0.13% | 2,111 | -49 | -2.3% | -$6,300 | 减仓 |
| HON | HONEYWELL INTL INC | $26.73万 | 0.13% | 1,194 | -1,270 | -51.5% | -$28.44万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $26.40万 | 0.12% | 1,194 | 1,194 | — | $26.40万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $25.18万 | 0.12% | 248 | 5 | 2.1% | $5,077 | 加仓 |
| F | FORD MTR CO | $25.02万 | 0.12% | 17,997 | -721 | -3.9% | -$1.00万 | 减仓 |
| MGK | VANGUARD WORLD FD | $25.00万 | 0.12% | 2,843 | 2,843 | — | $25.00万 | 新建仓 |
| GDX | VANECK ETF TRUST | $24.99万 | 0.12% | 3,312 | -1,117 | -25.2% | -$8.43万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $24.80万 | 0.12% | 325 | 325 | — | $24.80万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $24.43万 | 0.11% | 820 | 820 | — | $24.43万 | 新建仓 |
| ENB | ENBRIDGE INC | $24.28万 | 0.11% | 4,478 | 25 | 0.6% | $1,355 | 加仓 |
| SYK | STRYKER CORPORATION | $23.17万 | 0.11% | 735 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $23.08万 | 0.11% | 23,008 | 10,868 | 89.5% | $10.90万 | 加仓 |
| BX | BLACKSTONE INC | $22.88万 | 0.11% | 1,944 | -1,471 | -43.1% | -$17.32万 | 减仓 |
| SLV | ISHARES SILVER TR | $22.72万 | 0.11% | 4,249 | -1,212 | -22.2% | -$6.48万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $22.70万 | 0.11% | 1,904 | 1,904 | — | $22.70万 | 新建仓 |
| RTX | RTX CORPORATION | $22.61万 | 0.11% | 1,191 | -34 | -2.8% | -$6,454 | 减仓 |
| SPTM | SPDR SERIES TRUST | $22.38万 | 0.10% | 2,465 | 0 | 0.0% | — | 重新持有 |
| CMI | CUMMINS INC | $22.28万 | 0.10% | 312 | 312 | — | $22.28万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $21.83万 | 0.10% | 2,100 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $21.56万 | 0.10% | 224 | -16 | -6.7% | -$1.54万 | 减仓 |
| BA | BOEING CO | $21.56万 | 0.10% | 996 | -889 | -47.2% | -$19.24万 | 减仓 |
| COWG | PACER FDS TR | $21.31万 | 0.10% | 5,309 | 5,309 | — | $21.31万 | 新建仓 |
| ORCL | ORACLE CORP | $21.19万 | 0.10% | 1,445 | -27 | -1.8% | -$3,960 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $21.18万 | 0.10% | 2,972 | 2,972 | — | $21.18万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $21.18万 | 0.10% | 1,280 | 1,280 | — | $21.18万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $21.17万 | 0.10% | 490 | 490 | — | $21.17万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $21.16万 | 0.10% | 1,463 | 1,463 | — | $21.16万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $20.72万 | 0.10% | 1,873 | -59 | -3.1% | -$6,528 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $20.63万 | 0.10% | 3,579 | 4 | 0.1% | $231 | 加仓 |
| CB | CHUBB LIMITED | $20.38万 | 0.10% | 597 | 597 | — | $20.38万 | 新建仓 |
| GDX | VANECK ETF TRUST 看涨期权 | $7,545 | 0.00% | 100 | 100 | — | $7,545 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,609 | -100.0% | -$52.79万 | 清仓 |
| IHDG | WISDOMTREE TR | $0 | 0.00% | 0 | -7,448 | -100.0% | -$35.87万 | 清仓 |
| SYM | SYMBOTIC INC | $0 | 0.00% | 0 | -6,600 | -100.0% | -$35.11万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -1,074 | -100.0% | -$24.69万 | 清仓 |
| GDXJ | VANECK ETF TRUST | $0 | 0.00% | 0 | -1,939 | -100.0% | -$23.28万 | 清仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $0 | 0.00% | 0 | -4,813 | -100.0% | -$22.23万 | 清仓 |
| DLR | DIGITAL RLTY TR INC | $0 | 0.00% | 0 | -1,192 | -100.0% | -$21.48万 | 清仓 |
| XEL | XCEL ENERGY INC | $0 | 0.00% | 0 | -2,689 | -100.0% | -$21.37万 | 清仓 |