Alteri Wealth LLC 13F 持仓 · 2026年Q2
Alteri Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 296 只证券，申报市值合计 3.62 亿美元。前几大持仓：AAPL（6.15%）、NVDA（5.96%）、INTC（4.57%）。本季前 25 大持仓中：新建仓 1 只、增持 19 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $22.3M | 6.15% | 76,935 | 增持 |
| 2 | NVDA | NVIDIA CORPORATION COM | $21.6M | 5.96% | 107,840 | 增持 |
| 3 | INTC | INTEL CORP COM | $16.5M | 4.57% | 118,426 | 减持 |
| 4 | AVGO | BROADCOM INC COM | $15.2M | 4.19% | 40,195 | 增持 |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | $10.3M | 2.85% | 28,875 | 增持 |
| 6 | WMT | WALMART INC COM | $9.2M | 2.54% | 81,161 | 增持 |
| 7 | XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $7.7M | 2.12% | 56,283 | 新建仓 |
| 8 | MSFT | MICROSOFT CORP COM | $7.6M | 2.11% | 20,490 | 增持 |
| 9 | AMZN | AMAZON COM INC COM | $7.5M | 2.08% | 31,571 | 增持 |
| 10 | JPM | JPMORGAN CHASE & CO COM | $5.2M | 1.44% | 15,919 | 增持 |
| 11 | AMGN | AMGEN INC COM | $4.7M | 1.30% | 13,020 | 增持 |
| 12 | BAC | BANK OF AMER CORP COM | $4.6M | 1.28% | 81,580 | 减持 |
| 13 | SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $4.1M | 1.12% | 100,915 | 增持 |
| 14 | META | META PLATFORMS INC CL A | $3.8M | 1.05% | 6,748 | 增持 |
| 15 | LLY | ELI LILLY & CO COM | $3.8M | 1.04% | 3,143 | 增持 |
| 16 | GOOG | ALPHABET INC CAP STK CL C | $3.7M | 1.03% | 10,563 | 减持 |
| 17 | IVV | ISHARES CORE S&P 500 ETF | $3.6M | 0.99% | 4,794 | 增持 |
| 18 | TSLA | TESLA INC COM | $3.5M | 0.95% | 8,216 | 增持 |
| 19 | MU | MICRON TECHNOLOGY INC COM | $3.1M | 0.87% | 2,726 | 减持 |
| 20 | BA | BOEING CO COM | $3.1M | 0.85% | 14,260 | 增持 |
| 21 | ZECP | ZACKS EARNINGS CONSISTENT PORTFOLIO ETF | $2.9M | 0.80% | 76,345 | 减持 |
| 22 | SOXX | ISHARES SEMICONDUCTOR ETF | $2.6M | 0.72% | 4,062 | 增持 |
| 23 | FTNT | FORTINET INC COM | $2.4M | 0.67% | 15,681 | 增持 |
| 24 | AMAT | APPLIED MATLS INC COM | $2.4M | 0.66% | 3,312 | 增持 |
| 25 | CAT | CATERPILLAR INC COM | $2.4M | 0.66% | 2,261 | 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