Altfest L J & Co Inc 13F 持仓 · 2026年Q2
Altfest L J & Co 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 311 只证券，申报市值合计 10.31 亿美元。前几大持仓：QQQM（5.63%）、MINV（5.12%）、VTIP（4.15%）。本季前 25 大持仓中：新建仓 2 只、增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QQQM | INVESCO EXCH TRADED FD TR II | $58.0M | 5.63% | 191,528 | 减持 |
| 2 | MINV | MATTHEWS ASIA FDS | $52.8M | 5.12% | 913,380 | 减持 |
| 3 | VTIP | VANGUARD MALVERN FDS | $42.8M | 4.15% | 852,080 | 减持 |
| 4 | STIP | ISHARES TR | $41.0M | 3.98% | 401,268 | 增持 |
| 5 | EMLP | FIRST TR EXCHANGE-TRADED FD | $40.6M | 3.94% | 933,490 | 减持 |
| 6 | UTEN | RBB FD INC | $35.9M | 3.48% | 831,674 | 增持 |
| 7 | AAPL | APPLE INC | $30.5M | 2.95% | 105,263 | 减持 |
| 8 | SCHP | SCHWAB STRATEGIC TR | $29.4M | 2.85% | 1.1M | 增持 |
| 9 | BIL | SPDR SERIES TRUST | $27.5M | 2.67% | 300,149 | 增持 |
| 10 | USAR | USA RARE EARTH INC | $27.2M | 2.64% | 1.3M | 增持 |
| 11 | VHT | VANGUARD WORLD FD | $24.4M | 2.36% | 81,445 | 增持 |
| 12 | GBIL | GOLDMAN SACHS ETF TR | $21.9M | 2.13% | 218,940 | 增持 |
| 13 | SPMB | SPDR SERIES TRUST | $19.8M | 1.92% | 885,863 | 增持 |
| 14 | LLY | ELI LILLY & CO | $18.4M | 1.78% | 15,312 | 增持 |
| 15 | FHLC | FIDELITY COVINGTON TRUST | $18.0M | 1.74% | 232,582 | 增持 |
| 16 | PAVE | GLOBAL X FDS | $14.9M | 1.45% | 253,259 | 减持 |
| 17 | LTPZ | PIMCO ETF TR | $14.4M | 1.40% | 284,363 | 增持 |
| 18 | RSPD | INVESCO EXCHANGE TRADED FD T | $14.4M | 1.40% | 257,074 | 增持 |
| 19 | MCHS | MATTHEWS ASIA FDS | $13.8M | 1.33% | 261,458 | 新建仓 |
| 20 | QNDX | SPDR SERIES TRUST | $12.6M | 1.23% | 506,601 | 新建仓 |
| 21 | AMZN | AMAZON COM INC | $12.5M | 1.22% | 52,610 | 增持 |
| 22 | KRE | SPDR SERIES TRUST | $12.1M | 1.17% | 161,570 | 减持 |
| 23 | XBI | SPDR SERIES TRUST | $11.8M | 1.15% | 74,627 | 增持 |
| 24 | XSD | SPDR SERIES TRUST | $11.0M | 1.07% | 17,606 | 增持 |
| 25 | MBS | ANGEL OAK FUNDS TRUST | $10.6M | 1.03% | 1.2M | 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