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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 36
增持 40
减持 42
清仓 32
方向
标的
Δ市值
现股数(环比)
建仓
QQQ
INVESCO QQQ TR
+$20.1M
41,985
减持
QLD
PROSHARES TR
-$18.7M
2,635
-94%
建仓
VPU
VANGUARD WORLD FD
+$16.9M
114,069
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
SPTL
SPDR SER TR
+$14.2M
574,191
+993%
减持
TBJL
INNOVATOR ETFS TRUST
-$12.6M
1,692,804
-28%
清仓
GJUN
FIRST TR EXCHNG TRADED FD VI
-$4.9M
0
-100%
减持
NYF
ISHARES TR
-$4.7M
110,966
-44%
增持
AAPL
APPLE INC
+$4.4M
107,297
+1%
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$3.2M
283,723
+115%
减持
SHM
SPDR SER TR
-$2.9M
118,815
-34%
增持
TBIL
RBB FD INC
+$2.8M
61,790
+1039%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.5M
49,643
+10%
清仓
RISR
TIDAL ETF TR
-$2.2M
0
-100%
增持
SMH
VANECK ETF TRUST
+$2.2M
10,528
+322%
增持
MINV
MATTHEWS ASIA FDS
+$2.1M
1,110,089
+1%
清仓
QTJL
INNOVATOR ETFS TRUST
-$2.0M
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
+$2.0M
52,426
+122%
建仓
SRVR
PACER FDS TR
+$1.8M
67,368
减持
EWT
ISHARES INC
-$1.8M
19,718
-67%
减持
KWEB
KRANESHARES TRUST
-$1.8M
176,617
-29%
建仓
QMMY
FIRST TR EXCHNG TRADED FD VI
+$1.6M
80,435
减持
—
TOTALENERGIES SE
-$1.6M
12,349
-66%
减持
SLV
ISHARES SILVER TR
-$1.6M
37,525
-68%
增持
MBS
ANGEL OAK FUNDS TRUST
+$1.6M
335,495
+121%
减持
—
EXXON MOBIL CORP
-$1.6M
28,667
-32%
建仓
ASHR
DBX ETF TR
+$1.5M
65,297
增持
LLY
ELI LILLY & CO
+$1.3M
8,324
+4%
减持
DIS
DISNEY WALT CO
-$1.3M
15,280
-33%
减持
ILF
ISHARES TR
-$1.2M
115,789
-20%
增持
KRE
SPDR SER TR
+$1.2M
66,687
+63%
建仓
EIPI
FIRST TR EXCHNG TRADED FD VI
+$1.2M
64,699
增持
MSFT
MICROSOFT CORP
+$1.1M
40,905
+0%
清仓
—
FIRST TR MLP & ENERGY INCOM
-$1.1M
0
-100%
增持
TAN
INVESCO EXCH TRADED FD TR II
+$947.0K
57,710
+91%
减持
AMZN
AMAZON COM INC
+$939.0K
87,481
-1%
增持
META
META PLATFORMS INC
+$900.0K
9,833
+18%
增持
INDA
ISHARES TR
+$861.0K
42,483
+45%
建仓
EWW
ISHARES INC
+$856.0K
15,114
增持
BIL
SPDR SER TR
+$853.0K
166,145
+6%
清仓
GII
SPDR INDEX SHS FDS
-$760.0K
0
-100%
增持
GDX
VANECK ETF TRUST
+$748.0K
58,733
+49%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$737.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$735.0K
3,931
-28%
建仓
SHOP
SHOPIFY INC
+$734.0K
11,119
增持
EJAN
INNOVATOR ETFS TRUST
+$728.0K
476,162
+2%
增持
NVDA
NVIDIA CORPORATION
+$727.0K
25,823
+847%
清仓
—
VALE S A
-$716.0K
0
-100%
减持
ABBV
ABBVIE INC
-$674.0K
19,281
-12%
增持
XBI
SPDR SER TR
+$661.0K
39,993
+25%
减持
GOOG
ALPHABET INC
+$640.0K
39,092
-9%
建仓
ERO
ERO COPPER CORP
+$630.0K
29,447
减持
BA
BOEING CO
-$603.0K
3,863
-43%
增持
CNQ
CANADIAN NAT RES LTD
+$588.0K
46,094
+234%
清仓
ENPH
ENPHASE ENERGY INC
-$586.0K
0
-100%
减持
VOX
VANGUARD WORLD FD
+$575.0K
148,278
-2%
增持
GBIL
GOLDMAN SACHS ETF TR
+$551.0K
123,173
+6%
建仓
DTE
DTE ENERGY CO
+$535.0K
4,819
建仓
CMS
CMS ENERGY CORP
+$534.0K
8,963
建仓
DHI
D R HORTON INC
+$533.0K
3,785
建仓
LNT
ALLIANT ENERGY CORP
+$532.0K
10,443
减持
DEED
FIRST TR EXCHNG TRADED FD VI
-$531.0K
66,933
-28%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$527.0K
0
-100%
清仓
NKE
NIKE INC
-$509.0K
0
-100%
减持
IHI
ISHARES TR
-$506.0K
73,322
-7%
增持
GJUL
FIRST TR EXCHNG TRADED FD VI
+$503.0K
294,465
+2%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$503.0K
5,493
建仓
EVRG
EVERGY INC
+$503.0K
9,501
减持
CRM
SALESFORCE INC
-$498.0K
2,255
-37%
清仓
DEO
DIAGEO PLC
-$486.0K
0
-100%
增持
FANG
DIAMONDBACK ENERGY INC
+$454.0K
3,317
+213%
清仓
RMD
RESMED INC
-$454.0K
0
-100%
建仓
—
GLOBANT S A
+$452.0K
2,536
建仓
GLW
CORNING INC
+$449.0K
11,548
减持
SCHW
SCHWAB CHARLES CORP
-$435.0K
8,741
-41%
建仓
PYLD
PIMCO ETF TR
+$425.0K
16,583
减持
—
ASTRAZENECA PLC
-$424.0K
15,924
-35%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$422.0K
17,718
-34%
清仓
PANW
PALO ALTO NETWORKS INC
-$422.0K
0
-100%
减持
ITUB
ITAU UNIBANCO HLDG S A
-$415.0K
15,519
-79%
清仓
BILI
BILIBILI INC
-$410.0K
0
-100%
增持
ORCL
ORACLE CORP
+$399.0K
14,188
+11%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$388.0K
7,786
-14%
清仓
DG
DOLLAR GEN CORP NEW
-$376.0K
0
-100%
清仓
SNOW
SNOWFLAKE INC
-$374.0K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
+$360.0K
16,374
+52%
清仓
SEDG
SOLAREDGE TECHNOLOGIES INC
-$359.0K
0
-100%
清仓
HUM
HUMANA INC
-$359.0K
0
-100%
建仓
GNRC
GENERAC HLDGS INC
+$349.0K
2,640
增持
SCHP
SCHWAB STRATEGIC TR
+$346.0K
348,788
+2%
减持
NJUL
INNOVATOR ETFS TRUST
+$345.0K
438,771
-2%
减持
MU
MICRON TECHNOLOGY INC
-$340.0K
2,847
-53%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$339.0K
26,366
-0%
减持
FVAL
FIDELITY COVINGTON TRUST
-$331.0K
50,940
-11%
减持
AMT
AMERICAN TOWER CORP NEW
-$328.0K
4,740
-25%
清仓
UI
UBIQUITI INC
-$319.0K
0
-100%
建仓
MRCY
MERCURY SYS INC
+$315.0K
11,677
减持
INTC
INTEL CORP
-$313.0K
22,154
-2%
增持
IJAN
INNOVATOR ETFS TRUST
+$310.0K
390,953
+2%
建仓
EMXC
ISHARES INC
+$310.0K
5,243
清仓
NEM
NEWMONT CORP
-$309.0K
0
-100%
增持
HDB
HDFC BANK LTD
+$300.0K
12,937
+36%
增持
AMGN
AMGEN INC
+$296.0K
5,336
+11%
清仓
SQM
SOCIEDAD QUIMICA Y MINERA DE
-$292.0K
0
-100%
增持
BSX
BOSTON SCIENTIFIC CORP
+$291.0K
12,423
+28%
增持
IVV
ISHARES TR
+$289.0K
1,732
+38%
清仓
ASO
ACADEMY SPORTS & OUTDOORS IN
-$282.0K
0
-100%
减持
FQAL
FIDELITY COVINGTON TRUST
-$281.0K
8,663
-37%
建仓
FSLR
FIRST SOLAR INC
+$279.0K
1,237
增持
GWRE
GUIDEWIRE SOFTWARE INC
+$279.0K
5,023
+42%
建仓
—
INTERNATIONAL GAME TECHNOLOG
+$272.0K
13,312
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$266.0K
2,028
-16%
建仓
EFG
ISHARES TR
+$260.0K
2,538
减持
JNJ
JOHNSON & JOHNSON
-$259.0K
14,586
-4%
增持
VNQ
VANGUARD INDEX FDS
-$258.0K
176,565
+1%
减持
DHR
DANAHER CORPORATION
-$255.0K
4,272
-19%
建仓
NXT
NEXTRACKER INC
+$254.0K
5,419
减持
IXC
ISHARES TR
-$254.0K
56,178
-7%
建仓
SNPS
SYNOPSYS INC
+$253.0K
425
建仓
BND
VANGUARD BD INDEX FDS
+$253.0K
3,517
建仓
TFX
TELEFLEX INCORPORATED
+$243.0K
1,156
清仓
SHW
SHERWIN WILLIAMS CO
-$242.0K
0
-100%
清仓
GPN
GLOBAL PMTS INC
-$240.0K
0
-100%
建仓
ARM
ARM HOLDINGS PLC
+$239.0K
1,458
清仓
—
ARCH CAP GROUP LTD
-$238.0K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$236.0K
11,954
-26%
增持
SPTS
SPDR SER TR
+$232.0K
632,613
+1%
减持
KBE
SPDR SER TR
-$227.0K
196,482
-1%
建仓
NU
NU HLDGS LTD
+$226.0K
17,504
建仓
MRNA
MODERNA INC
+$225.0K
1,897
增持
SCHB
SCHWAB STRATEGIC TR
+$223.0K
92,738
+1%
清仓
GUNR
FLEXSHARES TR
-$222.0K
0
-100%
清仓
TM
TOYOTA MOTOR CORP
-$222.0K
0
-100%
清仓
TXT
TEXTRON INC
-$221.0K
0
-100%
增持
HD
HOME DEPOT INC
-$220.0K
5,702
+0%
建仓
TSLA
TESLA INC
+$217.0K
1,098
建仓
HPQ
HP INC
+$213.0K
6,069
建仓
SHEL
SHELL PLC
+$211.0K
2,929
清仓
CI
THE CIGNA GROUP
-$209.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$208.0K
1,606
+2%
清仓
SMAY
FIRST TR EXCHNG TRADED FD VI
-$204.0K
0
-100%
增持
UTEN
RBB FD INC
+$201.0K
233,887
+3%
建仓
AVGO
BROADCOM INC
+$201.0K
125
减持
GOOGL
ALPHABET INC
+$201.0K
7,258
-2%
建仓
GEV
GE VERNOVA INC
+$201.0K
1,170
清仓
—
APELLIS PHARMACEUTICALS INC
-$201.0K
0
-100%
减持
V
VISA INC
-$200.0K
6,632
-5%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$199.0K
2,112
+1%
清仓
GTX
GARRETT MOTION INC
-$197.0K
0
-100%
减持
STIP
ISHARES TR
-$193.0K
227,801
-1%
减持
MRK
MERCK & CO INC
-$192.0K
22,208
-0%
