Alpha Wealth Funds, LLC 13F 持仓 · 2026年Q2
Alpha Wealth Funds 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 59 只证券，申报市值合计 1.83 亿美元。前几大持仓：SGOV（67.08%）、SPY（10.77%）、SPY（2.08%）。本季前 25 大持仓中：新建仓 8 只、增持 7 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $123.0M | 67.08% | 1.2M | 增持 |
| 2 | SPY | SPDR S&P 500 ETF TR | $19.8M | 10.77% | 1,452 | 增持 |
| 3 | SPY | SPDR S&P 500 ETF TR | $3.8M | 2.08% | 5,103 | 增持 |
| 4 | LQD | ISHARES TR | $2.1M | 1.17% | 19,677 | 减持 |
| 5 | BIZD | VANECK ETF TRUST | $2.1M | 1.16% | 168,231 | 减持 |
| 6 | FSK | FS KKR CAP CORP | $1.9M | 1.03% | 180,192 | 新建仓 |
| 7 | ET | ENERGY TRANSFER L P | $1.7M | 0.93% | 89,500 | 持平 |
| 8 | MDY | SPDR S&P MIDCAP 400 ETF TR | $1.6M | 0.90% | 2,334 | 减持 |
| 9 | USO | UNITED STS OIL FD LP | $1.6M | 0.90% | 750 | 新建仓 |
| 10 | ROK | ROCKWELL AUTOMATION INC | $1.5M | 0.84% | 3,083 | 持平 |
| 11 | ABT | ABBOTT LABORATORIES | $1.5M | 0.80% | 16,120 | 增持 |
| 12 | IJR | ISHARES TR | $1.3M | 0.72% | 8,963 | 减持 |
| 13 | IXUS | ISHARES TR | $1.2M | 0.67% | 12,829 | 新建仓 |
| 14 | PODD | INSULET CORP | $1.1M | 0.62% | 6,700 | 增持 |
| 15 | XLK | SELECT SECTOR SPDR TR | $1.0M | 0.56% | 5,434 | 减持 |
| 16 | NVDA | NVIDIA CORPORATION | $987,044 | 0.54% | 4,933 | 增持 |
| 17 | IBB | ISHARES TR | $948,150 | 0.52% | 5,000 | 新建仓 |
| 18 | LRCX | LAM RESEARCH CORP | $871,653 | 0.48% | 2,010 | 新建仓 |
| 19 | NBIS | NEBIUS GROUP N.V. | $828,510 | 0.45% | 3,000 | 新建仓 |
| 20 | XLY | SELECT SECTOR SPDR TR | $787,301 | 0.43% | 6,713 | 减持 |
| 21 | AMAT | APPLIED MATLS INC | $749,582 | 0.41% | 1,034 | 增持 |
| 22 | AMGN | AMGEN INC | $726,051 | 0.40% | 2,005 | 持平 |
| 23 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $736,115 | 0.40% | 11,500 | 新建仓 |
| 24 | XBI | SPDR SERIES TRUST | $729,849 | 0.40% | 4,612 | 减持 |
| 25 | INTC | INTEL CORP | $710,202 | 0.39% | 5,100 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR