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ALTFEST L J & CO INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ALTFEST L J & CO INC
报告期 2026-03-31 · CIK 0000712050
持仓数
326
前50大市值合计
$665.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
22Q3
22Q1
22Q3 调仓
2022-03-31 → 2022-09-30 · 共 150 项
建仓 43
增持 33
减持 43
清仓 31
方向
标的
Δ市值
现股数(环比)
建仓
SPTL
SPDR SER TR
+$45.2M
1,523,990
增持
QQQ
INVESCO QQQ TR
+$31.7M
122,300
+4403%
减持
GLTR
ABRDN PRECIOUS METALS BASKET
-$26.4M
20,463
-93%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
IEF
ISHARES TR
-$20.6M
6,342
-97%
增持
GBIL
GOLDMAN SACHS ETF TR
+$20.6M
208,263
+8588%
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$20.2M
0
-100%
建仓
PAUG
INNOVATOR ETFS TR
+$17.9M
663,938
减持
STIP
ISHARES TR
-$16.7M
501,484
-19%
建仓
SCHP
SCHWAB STRATEGIC TR
+$15.5M
298,732
减持
GUNR
FLEXSHARES TR
-$14.6M
23,979
-93%
减持
VTIP
VANGUARD MALVERN FDS
-$11.8M
157,297
-58%
建仓
VNQ
VANGUARD INDEX FDS
+$11.1M
138,892
增持
ZROZ
PIMCO ETF TR
+$7.8M
116,697
+401%
减持
GLD
SPDR GOLD TR
-$6.9M
12,651
-74%
清仓
GNR
SPDR INDEX SHS FDS
-$6.6M
0
-100%
减持
IGV
ISHARES TR
-$6.6M
14,514
-51%
清仓
NANR
SPDR INDEX SHS FDS
-$6.4M
0
-100%
增持
DTCR
GLOBAL X FDS
-$5.5M
1,375,378
+1%
增持
KWEB
KRANESHARES TR
+$4.9M
545,654
+82%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$4.7M
70,910
减持
IBB
ISHARES TR
-$4.7M
9,887
-78%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$4.5M
1,099,999
-5%
建仓
INDA
ISHARES TR
+$4.3M
106,412
清仓
CQQQ
INVESCO EXCH TRADED FD TR II
-$4.2M
0
-100%
建仓
ILF
ISHARES TR
+$3.9M
162,803
增持
IHI
ISHARES TR
+$3.3M
94,479
+393%
减持
ITA
ISHARES TR
-$3.1M
3,462
-89%
减持
PPH
VANECK ETF TRUST
-$3.1M
59,887
-33%
清仓
SRVR
PACER FDS TR
-$3.0M
0
-100%
减持
—
PROSHARES TR
-$3.0M
148,573
-69%
清仓
SPDN
DIREXION SHS ETF TR
-$2.8M
0
-100%
建仓
REZ
ISHARES TR
+$2.7M
37,349
增持
MSFT
MICROSOFT CORP
-$2.6M
42,478
+4%
清仓
—
DIREXION SHS ETF TR
-$2.5M
0
-100%
清仓
ECH
ISHARES INC
-$2.4M
0
-100%
增持
TLT
ISHARES TR
+$2.1M
23,525
+893%
减持
XLU
SELECT SECTOR SPDR TR
-$2.1M
4,369
-86%
增持
XBI
SPDR SER TR
+$2.1M
29,370
+858%
建仓
—
DIREXION SHS ETF TR
+$2.0M
99,400
增持
AMZN
AMAZON COM INC
-$2.0M
74,032
+2225%
减持
PEP
PEPSICO INC
-$1.7M
14,644
-41%
建仓
—
DIREXION SHS ETF TR
+$1.7M
56,679
减持
FHLC
FIDELITY COVINGTON TRUST
-$1.7M
86,878
-15%
减持
MINT
PIMCO ETF TR
-$1.6M
48,750
-24%
增持
MFEM
PIMCO EQUITY SER
+$1.4M
101,656
+611%
减持
ICLN
ISHARES TR
-$1.3M
14,212
-81%
减持
UNP
UNION PAC CORP
-$924.0K
2,007
-58%
清仓
DNOV
FIRST TR EXCHNG TRADED FD VI
-$873.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$864.0K
25,382
-2%
减持
KTEC
KRANESHARES TR
-$860.0K
100,207
-29%
增持
—
EXXON MOBIL CORP
+$850.0K
44,569
+21%
增持
META
META PLATFORMS INC
-$844.0K
11,016
+5%
减持
—
ASML HOLDING N V
-$806.0K
2,496
-10%
建仓
BBH
VANECK ETF TRUST
+$788.0K
5,594
建仓
XLE
SELECT SECTOR SPDR TR
+$781.0K
10,840
减持
SLYV
SPDR SER TR
-$753.0K
17,279
-25%
减持
CSX
CSX CORP
-$745.0K
17,001
-47%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$739.0K
27,393
+177%
减持
SPTS
SPDR SER TR
-$729.0K
7,294
-77%
建仓
SCHW
SCHWAB CHARLES CORP
+$725.0K
10,089
增持
SHM
SPDR SER TR
+$701.0K
407,730
+7%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$629.0K
10,693
-30%
减持
XLK
SELECT SECTOR SPDR TR
-$624.0K
2,442
-58%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$615.0K
0
-100%
清仓
—
J P MORGAN EXCHANGE-TRADED F
-$598.0K
0
-100%
增持
ECON
COLUMBIA ETF TR II
+$592.0K
68,299
+101%
减持
AMT
AMERICAN TOWER CORP NEW
-$584.0K
4,945
-25%
建仓
—
TOTALENERGIES SE
+$572.0K
12,305
增持
ABBV
ABBVIE INC
-$541.0K
21,701
+2%
清仓
HAL
HALLIBURTON CO
-$533.0K
0
-100%
建仓
MINV
MATTHEWS ASIA FDS
+$531.0K
23,772
建仓
MCH
MATTHEWS ASIA FDS
+$524.0K
25,496
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$520.0K
22,495
+14%
增持
SBUX
STARBUCKS CORP
+$513.0K
11,419
+131%
增持
GOOG
ALPHABET INC
+$511.0K
28,108
+3481%
清仓
IBN
ICICI BANK LIMITED
-$497.0K
0
-100%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$482.0K
7,663
减持
VTI
VANGUARD INDEX FDS
-$472.0K
1,882
-47%
清仓
—
INVESTORS BANCORP INC NEW
-$471.0K
0
-100%
增持
BA
BOEING CO
-$470.0K
11,568
+18%
清仓
MTCH
MATCH GROUP INC NEW
-$466.0K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$460.0K
2,374
-24%
增持
SPGI
S&P GLOBAL INC
-$451.0K
8,313
+14%
建仓
MA
MASTERCARD INCORPORATED
+$450.0K
1,581
清仓
—
STERICYCLE INC
-$450.0K
0
-100%
清仓
—
VIACOMCBS INC
-$449.0K
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$437.0K
1,698
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$433.0K
0
-100%
清仓
TWLO
TWILIO INC
-$433.0K
0
-100%
清仓
PTC
PTC INC
-$432.0K
0
-100%
建仓
CPRT
COPART INC
+$419.0K
3,935
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$419.0K
10,881
建仓
KXI
ISHARES TR
+$418.0K
7,793
建仓
BSX
BOSTON SCIENTIFIC CORP
+$410.0K
10,590
清仓
AIO
VIRTUS ALLIANZGI ARTIFICIAL
-$409.0K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
-$407.0K
91,869
+15%
增持
GEM
GOLDMAN SACHS ETF TR
+$405.0K
51,249
+89%
建仓
PYPL
PAYPAL HLDGS INC
+$403.0K
4,683
增持
ALGN
ALIGN TECHNOLOGY INC
+$393.0K
2,949
+489%
增持
FVAL
FIDELITY COVINGTON TRUST
+$393.0K
58,408
+53%
清仓
HUBS
HUBSPOT INC
-$392.0K
0
-100%
增持
DSI
ISHARES TR
-$389.0K
29,639
+8%
减持
HUM
HUMANA INC
-$388.0K
911
-52%
建仓
VTC
VANGUARD SCOTTSDALE FDS
+$385.0K
5,302
增持
NVDA
NVIDIA CORPORATION
-$381.0K
3,415
+17%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$378.0K
5,239
+4%
减持
UHT
UNIVERSAL HEALTH RLTY INCOME
-$373.0K
23,085
-2%
建仓
LVS
LAS VEGAS SANDS CORP
+$362.0K
9,642
建仓
NVO
NOVO-NORDISK A S
+$361.0K
3,622
清仓
—
PAGSEGURO DIGITAL LTD
-$359.0K
0
-100%
建仓
INFY
INFOSYS LTD
+$359.0K
21,149
增持
INTC
INTEL CORP
-$358.0K
21,645
+17%
清仓
SONY
SONY GROUP CORPORATION
-$352.0K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$348.0K
24,717
-2%
减持
MMM
3M CO
-$342.0K
6,177
-10%
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$339.0K
3,242
清仓
—
QUALTRICS INTL INC
-$335.0K
0
-100%
建仓
CFG
CITIZENS FINL GROUP INC
+$332.0K
9,668
建仓
NEM
NEWMONT CORP
+$327.0K
7,770
建仓
CSGP
COSTAR GROUP INC
+$325.0K
4,661
减持
WFC
WELLS FARGO CO NEW
-$324.0K
8,907
-37%
建仓
IQV
IQVIA HLDGS INC
+$322.0K
1,779
减持
EFV
ISHARES TR
-$315.0K
16,177
-13%
建仓
PEN
PENUMBRA INC
+$315.0K
1,660
建仓
TCOM
TRIP COM GROUP LTD
+$313.0K
11,453
减持
SPY
SPDR S&P 500 ETF TR
-$312.0K
3,279
-0%
清仓
—
TWITTER INC
-$311.0K
0
-100%
清仓
—
APTIV PLC
-$307.0K
0
-100%
增持
GOOGL
ALPHABET INC
-$307.0K
7,431
+1930%
建仓
TROW
PRICE T ROWE GROUP INC
+$305.0K
2,900
清仓
CSIQ
CANADIAN SOLAR INC
-$297.0K
0
-100%
减持
BAC
BK OF AMERICA CORP
-$293.0K
24,892
-2%
清仓
SNAP
SNAP INC
-$291.0K
0
-100%
建仓
EWZ
ISHARES INC
+$289.0K
9,756
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$285.0K
3,360
减持
EQIX
EQUINIX INC
-$285.0K
1,621
-0%
减持
NFRA
FLEXSHARES TR
-$281.0K
12,822
-15%
增持
PFE
PFIZER INC
-$280.0K
41,527
+3%
减持
COP
CONOCOPHILLIPS
-$279.0K
8,403
-26%
减持
SCHV
SCHWAB STRATEGIC TR
-$277.0K
17,532
-4%
建仓
KLAC
KLA CORP
+$273.0K
901
建仓
WCN
WASTE CONNECTIONS INC
+$271.0K
2,007
清仓
—
FIRST TR EXCH TRD ALPHDX FD
-$271.0K
0
-100%
建仓
PBR
PETROLEO BRASILEIRO SA PETRO
+$269.0K
21,817
增持
GDX
VANECK ETF TRUST
-$268.0K
19,114
+1%
减持
SCHG
SCHWAB STRATEGIC TR
-$265.0K
10,390
-8%
建仓
BJUL
INNOVATOR ETFS TR
+$265.0K
9,074
减持
UJUL
INNOVATOR ETFS TR
-$263.0K
23,995
-23%
清仓
SQ
BLOCK INC
-$257.0K
0
-100%
建仓
NYT
NEW YORK TIMES CO
+$257.0K
8,935
