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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 32
增持 47
减持 48
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
QLD
PROSHARES TR
+$18.7M
45,053
+1299%
清仓
QQQ
INVESCO QQQ TR
-$17.3M
0
-100%
清仓
GAPR
FIRST TR EXCHNG TRADED FD VI
-$6.6M
0
-100%
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。
增持
MINV
MATTHEWS ASIA FDS
+$6.4M
1,103,695
+21%
增持
SCHP
SCHWAB STRATEGIC TR
+$5.4M
341,151
+43%
减持
SPIP
SPDR SER TR
-$4.9M
19,006
-91%
减持
RWO
SPDR INDEX SHS FDS
-$4.8M
40,188
-73%
减持
AAXJ
ISHARES TR
-$4.1M
24,184
-72%
减持
GII
SPDR INDEX SHS FDS
-$3.8M
14,042
-83%
增持
GBIL
GOLDMAN SACHS ETF TR
+$2.7M
116,726
+28%
增持
KWEB
KRANESHARES TRUST
+$2.6M
248,876
+72%
清仓
CWEB
DIREXION SHS ETF TR
-$2.6M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.5M
45,000
+31%
清仓
QTAP
INNOVATOR ETFS TR
-$2.5M
0
-100%
减持
KRE
SPDR SER TR
-$2.3M
40,828
-51%
减持
AAPL
APPLE INC
-$2.3M
106,348
-0%
减持
IEF
ISHARES TR
-$2.1M
3,118
-88%
建仓
QTJL
INNOVATOR ETFS TRUST
+$2.0M
69,177
增持
UTEN
RBB FD INC
+$1.9M
226,134
+27%
建仓
EWY
ISHARES INC
+$1.9M
27,763
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$1.8M
1,028,072
-0%
减持
MSFT
MICROSOFT CORP
+$1.7M
40,732
-0%
减持
AMZN
AMAZON COM INC
+$1.7M
88,518
-6%
增持
LLY
ELI LILLY & CO
+$1.6M
7,969
+1%
减持
GJUN
FIRST TR EXCHNG TRADED FD VI
-$1.6M
146,486
-28%
减持
VOX
VANGUARD WORLD FD
+$1.5M
151,780
-3%
建仓
INDA
ISHARES TR
+$1.5M
29,249
增持
GJUL
FIRST TR EXCHNG TRADED FD VI
+$1.5M
287,325
+12%
减持
BA
BOEING CO
-$1.4M
6,765
-34%
减持
VNQ
VANGUARD INDEX FDS
-$1.3M
173,994
-6%
清仓
PDD
PDD HOLDINGS INC
-$1.3M
0
-100%
建仓
MBS
ANGEL OAK FUNDS TRUST
+$1.3M
151,725
增持
BIL
SPDR SER TR
+$1.2M
156,818
+9%
减持
NVDA
NVIDIA CORPORATION
+$1.1M
2,726
-1%
减持
—
SCHWAB CHARLES FAMILY FD
-$1.0M
581,041
-64%
减持
TAN
INVESCO EXCH TRADED FD TR II
-$1.0M
30,280
-33%
增持
SPY
SPDR S&P 500 ETF TR
+$1.0M
5,497
+41%
清仓
YDEC
FIRST TR EXCHNG TRADED FD VI
-$962.0K
0
-100%
增持
MRK
MERCK & CO INC
+$961.0K
22,292
+23%
减持
META
META PLATFORMS INC
+$941.0K
8,358
-5%
增持
EWT
ISHARES INC
+$933.0K
58,986
+40%
增持
XLU
SELECT SECTOR SPDR TR
+$861.0K
23,594
+117%
减持
SCHW
SCHWAB CHARLES CORP
-$831.0K
14,918
-46%
增持
GDX
VANECK ETF TRUST
+$818.0K
39,366
+186%
减持
SHM
SPDR SER TR
-$795.0K
179,473
-8%
增持
APP
APPLOVIN CORP
+$795.0K
17,423
+69%
建仓
QTOC
INNOVATOR ETFS TRUST
+$785.0K
29,412
增持
—
EXXON MOBIL CORP
+$743.0K
41,868
+2%
增持
DIS
DISNEY WALT CO
+$743.0K
22,858
+0%
增持
IJAN
INNOVATOR ETFS TRUST
+$714.0K
382,636
+3%
减持
AMD
ADVANCED MICRO DEVICES INC
-$659.0K
4,084
-57%
减持
FNDF
SCHWAB STRATEGIC TR
-$649.0K
21,418
-49%
增持
GOOG
ALPHABET INC
+$626.0K
42,888
+2%
减持
NYF
ISHARES TR
-$617.0K
196,899
-5%
减持
HDB
HDFC BANK LTD
-$586.0K
9,511
-43%
减持
NJUL
INNOVATOR ETFS TRUST
-$583.0K
446,560
-7%
建仓
SMH
VANECK ETF TRUST
+$562.0K
2,496
增持
—
AON PLC
+$548.0K
2,796
+111%
清仓
CVS
CVS HEALTH CORP
-$543.0K
0
-100%
增持
EJAN
INNOVATOR ETFS TRUST
+$543.0K
465,667
+3%
建仓
COO
COOPER COS INC
+$536.0K
5,287
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$527.0K
8,383
清仓
VIPS
VIPSHOP HLDGS LTD
-$525.0K
0
-100%
增持
RTX
RTX CORPORATION
+$521.0K
10,672
+73%
减持
RISR
TIDAL ETF TR
-$496.0K
67,893
-22%
减持
SCHB
SCHWAB STRATEGIC TR
+$491.0K
91,849
-0%
建仓
DEO
DIAGEO PLC
+$486.0K
3,266
建仓
NTR
NUTRIEN LTD
+$477.0K
8,782
清仓
—
COOPER COS INC
-$476.0K
0
-100%
增持
DEED
FIRST TR EXCHNG TRADED FD VI
+$471.0K
92,325
+36%
减持
ABBV
ABBVIE INC
+$466.0K
21,861
-4%
增持
IHI
ISHARES TR
+$439.0K
78,763
+2%
建仓
RH
RH
+$437.0K
1,256
清仓
CNC
CENTENE CORP DEL
-$433.0K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$422.0K
1,486
减持
JPM
JPMORGAN CHASE & CO
+$413.0K
21,029
-6%
增持
QCOM
QUALCOMM INC
+$406.0K
6,741
+33%
增持
DSI
ISHARES TR
+$398.0K
25,113
+7%
清仓
FMC
FMC CORP
-$389.0K
0
-100%
增持
FVAL
FIDELITY COVINGTON TRUST
+$383.0K
57,218
+5%
减持
—
ASML HOLDING N V
+$380.0K
1,882
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$378.0K
6,406
-1%
清仓
BIIB
BIOGEN INC
-$371.0K
0
-100%
建仓
TCOM
TRIP COM GROUP LTD
+$368.0K
8,374
清仓
EPAM
EPAM SYS INC
-$364.0K
0
-100%
建仓
SRPT
SAREPTA THERAPEUTICS INC
+$348.0K
2,691
建仓
JBHT
HUNT J B TRANS SVCS INC
+$341.0K
1,710
增持
SLYV
SPDR SER TR
+$331.0K
23,744
+21%
减持
CRM
SALESFORCE INC
-$329.0K
3,580
-33%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$322.0K
9,085
+5%
建仓
SLB
SCHLUMBERGER LTD
+$322.0K
5,870
减持
NFLX
NETFLIX INC
+$320.0K
2,781
-1%
建仓
NEM
NEWMONT CORP
+$309.0K
8,629
建仓
ARGX
ARGENX SE
+$307.0K
779
减持
AXON
AXON ENTERPRISE INC
+$301.0K
6,000
-2%
清仓
TIP
ISHARES TR
-$294.0K
0
-100%
减持
CI
THE CIGNA GROUP
-$292.0K
575
-66%
增持
BSX
BOSTON SCIENTIFIC CORP
+$292.0K
9,720
+50%
建仓
SQM
SOCIEDAD QUIMICA Y MINERA DE
+$292.0K
5,933
建仓
ASO
ACADEMY SPORTS & OUTDOORS IN
+$282.0K
4,168
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$279.0K
2,428
-24%
增持
AMGN
AMGEN INC
+$272.0K
4,822
+26%
建仓
ALB
ALBEMARLE CORP
+$271.0K
2,054
清仓
WDIV
SPDR INDEX SHS FDS
-$270.0K
0
-100%
增持
ORCL
ORACLE CORP
+$269.0K
12,767
+1%
增持
IXC
ISHARES TR
+$267.0K
60,215
+2%
清仓
ESGE
ISHARES INC
-$256.0K
0
-100%
建仓
—
LAM RESEARCH CORP
+$255.0K
263
建仓
UHAL
U HAUL HOLDING COMPANY
+$249.0K
3,693
减持
STIP
ISHARES TR
-$246.0K
229,881
-2%
增持
VAC
MARRIOTT VACATIONS WORLDWIDE
+$244.0K
5,893
+28%
增持
V
VISA INC
+$242.0K
6,956
+7%
建仓
GPN
GLOBAL PMTS INC
+$240.0K
1,796
建仓
—
ARCH CAP GROUP LTD
+$238.0K
2,574
减持
—
VALE S A
-$238.0K
58,742
-2%
增持
IMCV
ISHARES TR
+$237.0K
7,330
+68%
减持
AMT
AMERICAN TOWER CORP NEW
-$233.0K
6,323
-8%
建仓
CAT
CATERPILLAR INC
+$231.0K
630
减持
INTC
INTEL CORP
-$229.0K
22,628
-7%
增持
IEFA
ISHARES TR
+$226.0K
17,752
+14%
减持
ELV
ELEVANCE HEALTH INC
-$226.0K
769
-42%
增持
CPRT
COPART INC
+$223.0K
15,871
+12%
建仓
TM
TOYOTA MOTOR CORP
+$222.0K
884
建仓
TXT
TEXTRON INC
+$221.0K
2,305
减持
ALGN
ALIGN TECHNOLOGY INC
-$221.0K
1,016
-50%
清仓
ESGU
ISHARES TR
-$219.0K
0
-100%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$218.0K
873
清仓
FHLC
FIDELITY COVINGTON TRUST
-$213.0K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$213.0K
511
清仓
HPQ
HP INC
-$210.0K
0
-100%
建仓
FANG
DIAMONDBACK ENERGY INC
+$210.0K
1,059
清仓
GILD
GILEAD SCIENCES INC
-$210.0K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$207.0K
4,874
-32%
增持
XLV
SELECT SECTOR SPDR TR
+$206.0K
6,776
+16%
清仓
TSLA
TESLA INC
-$206.0K
0
-100%
清仓
ITA
ISHARES TR
-$205.0K
0
-100%
减持
GUNR
FLEXSHARES TR
-$203.0K
5,416
-48%
清仓
—
INTERNATIONAL GAME TECHNOLOG
-$203.0K
0
-100%
建仓
—
DUN & BRADSTREET HLDGS INC
+$202.0K
20,117
减持
HD
HOME DEPOT INC
+$201.0K
5,692
-1%
增持
UBER
UBER TECHNOLOGIES INC
+$197.0K
10,775
+5%
减持
GE
GENERAL ELECTRIC CO
+$192.0K
4,035
-0%
减持
MU
MICRON TECHNOLOGY INC
+$188.0K
6,054
-2%
增持
MA
MASTERCARD INCORPORATED
+$174.0K
2,217
+6%
增持
DHR
DANAHER CORPORATION
+$174.0K
5,294
+7%
增持
QFIN
QIFU TECHNOLOGY INC
+$165.0K
28,674
+25%
增持
SLV
ISHARES SILVER TR
+$163.0K
116,105
+2%
增持
MFEM
PIMCO EQUITY SER
+$163.0K
97,582
+7%
增持
PGR
PROGRESSIVE CORP
+$161.0K
3,063
+3%
减持
MINT
PIMCO ETF TR
-$161.0K
33,889
-5%
