Alta Wealth Advisors LLC 13F 持仓 · 2026年Q2
Alta Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 170 只证券，申报市值合计 3.69 亿美元。前几大持仓：SPYG（11.32%）、SPYV（10.81%）、SPMD（5.39%）。本季前 25 大持仓中：增持 13 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $41.8M | 11.32% | 350,980 | 增持 |
| 2 | SPYV | SPDR SERIES TRUST | $39.9M | 10.81% | 656,065 | 增持 |
| 3 | SPMD | SPDR SERIES TRUST | $19.9M | 5.39% | 294,514 | 减持 |
| 4 | NVDA | NVIDIA CORPORATION | $15.0M | 4.06% | 74,833 | 增持 |
| 5 | AAPL | APPLE INC | $11.0M | 2.99% | 38,137 | 减持 |
| 6 | IVV | ISHARES TR | $8.7M | 2.37% | 11,673 | 增持 |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $8.4M | 2.29% | 11,292 | 增持 |
| 8 | SOPH | SOPHIA GENETICS SA | $8.1M | 2.20% | 1.4M | 持平 |
| 9 | MU | MICRON TECHNOLOGY INC | $7.9M | 2.13% | 6,814 | 增持 |
| 10 | GOOGL | ALPHABET INC | $6.5M | 1.78% | 18,328 | 减持 |
| 11 | IWF | ISHARES TR | $6.0M | 1.63% | 48,535 | 增持 |
| 12 | LRCX | LAM RESEARCH CORP | $5.8M | 1.56% | 13,315 | 增持 |
| 13 | IWD | ISHARES TR | $5.7M | 1.55% | 23,549 | 减持 |
| 14 | KLAC | KLA CORP | $5.7M | 1.53% | 18,734 | 增持 |
| 15 | IVW | ISHARES TR | $5.1M | 1.37% | 36,780 | 增持 |
| 16 | RSP | INVESCO EXCHANGE TRADED FD T | $4.8M | 1.30% | 22,513 | 减持 |
| 17 | AMZN | AMAZON COM INC | $4.7M | 1.28% | 19,889 | 减持 |
| 18 | JPM | JPMORGAN CHASE & CO | $4.4M | 1.21% | 13,592 | 减持 |
| 19 | MSFT | MICROSOFT CORP | $4.2M | 1.14% | 11,249 | 减持 |
| 20 | ITOT | ISHARES TR | $4.1M | 1.12% | 25,119 | 减持 |
| 21 | IVE | ISHARES TR | $4.1M | 1.11% | 18,052 | 增持 |
| 22 | QQQ | INVESCO QQQ TR | $4.1M | 1.10% | 5,501 | 减持 |
| 23 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $3.9M | 1.06% | 14,376 | 增持 |
| 24 | META | META PLATFORMS INC | $3.8M | 1.04% | 6,818 | 减持 |
| 25 | QUAL | ISHARES TR | $3.4M | 0.93% | 15,586 | 增持 |
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