Alterna Wealth Management, Inc 13F 持仓 · 2026年Q2
Alterna Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 109 只证券，申报市值合计 1.74 亿美元。前几大持仓：IUSB（6.72%）、IVV（5.09%）、IVW（4.37%）。本季前 25 大持仓中：新建仓 3 只、增持 15 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IUSB | ISHARES TR | $11.7M | 6.72% | 253,902 | 增持 |
| 2 | IVV | ISHARES TR | $8.9M | 5.09% | 11,856 | 增持 |
| 3 | IVW | ISHARES TR | $7.6M | 4.37% | 55,397 | 增持 |
| 4 | SHY | ISHARES TR | $7.5M | 4.32% | 91,691 | 增持 |
| 5 | GOVT | ISHARES TR | $6.6M | 3.76% | 287,911 | 增持 |
| 6 | SLQD | ISHARES TR | $6.0M | 3.46% | 119,691 | 减持 |
| 7 | SHV | ISHARES TR | $6.0M | 3.45% | 54,542 | 减持 |
| 8 | IEMG | ISHARES INC | $6.0M | 3.44% | 72,316 | 减持 |
| 9 | SGOV | ISHARES TR | $5.0M | 2.84% | 49,193 | 增持 |
| 10 | MBB | ISHARES TR | $4.6M | 2.66% | 49,102 | 增持 |
| 11 | QQQ | INVESCO QQQ TR | $4.6M | 2.65% | 6,268 | 增持 |
| 12 | MTUM | ISHARES TR | $3.6M | 2.08% | 10,548 | 增持 |
| 13 | IAGG | ISHARES TR | $3.1M | 1.78% | 61,183 | 减持 |
| 14 | JEPQ | J P MORGAN EXCHANGE TRADED F | $3.1M | 1.76% | 49,989 | 新建仓 |
| 15 | AAPL | APPLE INC | $3.0M | 1.75% | 10,528 | 减持 |
| 16 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.0M | 1.73% | 53,253 | 新建仓 |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $3.0M | 1.71% | 3,997 | 增持 |
| 18 | BINC | BLACKROCK ETF TRUST II | $2.9M | 1.69% | 56,304 | 增持 |
| 19 | XLK | SELECT SECTOR SPDR TR | $2.9M | 1.68% | 15,390 | 减持 |
| 20 | SHYG | ISHARES TR | $2.8M | 1.58% | 64,987 | 增持 |
| 21 | IDEF | BLACKROCK ETF TRUST | $2.6M | 1.50% | 82,448 | 增持 |
| 22 | ISHG | ISHARES TR | $2.6M | 1.48% | 34,672 | 新建仓 |
| 23 | DYNF | BLACKROCK ETF TRUST | $2.5M | 1.44% | 36,878 | 增持 |
| 24 | EMB | ISHARES TR | $2.4M | 1.36% | 24,656 | 增持 |
| 25 | QUAL | ISHARES TR | $2.4M | 1.35% | 10,724 | 减持 |
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