Altus Wealth Management, LLC 13F 持仓 · 2026年Q2
Altus Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 26 只证券，申报市值合计 2.60 亿美元。前几大持仓：VTI（21.57%）、QQQ（18.16%）、EQWL（15.58%）。本季前 25 大持仓中：增持 13 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $56.0M | 21.57% | 151,443 | 增持 |
| 2 | QQQ | INVESCO QQQ TR | $47.2M | 18.16% | 64,081 | 增持 |
| 3 | EQWL | INVESCO EXCHANGE TRADED FD T | $40.5M | 15.58% | 313,710 | 增持 |
| 4 | IJH | ISHARES TR | $35.8M | 13.77% | 464,048 | 增持 |
| 5 | DGRO | ISHARES TR | $33.7M | 12.98% | 444,824 | 增持 |
| 6 | IQLT | ISHARES TR | $25.5M | 9.80% | 513,827 | 增持 |
| 7 | SJNK | SPDR SERIES TRUST | $3.2M | 1.23% | 127,452 | 增持 |
| 8 | IGEB | ISHARES TR | $3.1M | 1.20% | 69,168 | 减持 |
| 9 | JPIE | J P MORGAN EXCHANGE TRADED F | $2.5M | 0.95% | 53,844 | 减持 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $1.9M | 0.73% | 2,541 | 减持 |
| 11 | VGT | VANGUARD WORLD FD | $1.3M | 0.51% | 11,004 | 增持 |
| 12 | OEF | ISHARES TR | $1.1M | 0.42% | 2,951 | 增持 |
| 13 | GOOG | ALPHABET INC | $1.1M | 0.41% | 3,047 | 增持 |
| 14 | PG | PROCTER & GAMBLE CO | $1.0M | 0.40% | 6,999 | 减持 |
| 15 | AAPL | APPLE INC | $952,020 | 0.37% | 3,290 | 增持 |
| 16 | IWF | ISHARES TR | $766,377 | 0.30% | 6,172 | 增持 |
| 17 | MSFT | MICROSOFT CORP | $521,681 | 0.20% | 1,399 | 增持 |
| 18 | GOOGL | ALPHABET INC | $484,450 | 0.19% | 1,356 | 减持 |
| 19 | SHM | SPDR SERIES TRUST | $497,829 | 0.19% | 10,379 | 持平 |
| 20 | TSLA | TESLA INC | $460,466 | 0.18% | 1,095 | 减持 |
| 21 | AMZN | AMAZON COM INC | $429,012 | 0.17% | 1,800 | 减持 |
| 22 | IWD | ISHARES TR | $426,919 | 0.16% | 1,761 | 持平 |
| 23 | MUB | ISHARES TR | $404,113 | 0.16% | 3,755 | 持平 |
| 24 | AVGO | BROADCOM INC | $397,771 | 0.15% | 1,053 | 持平 |
| 25 | NVDA | NVIDIA CORPORATION | $308,466 | 0.12% | 1,542 | 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