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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 39
增持 34
减持 45
清仓 32
方向
标的
Δ市值
现股数(环比)
建仓
NJAN
INNOVATOR ETFS TRUST
+$21.9M
472,624
建仓
UDEC
INNOVATOR ETFS TRUST
+$21.4M
622,655
增持
SCHP
SCHWAB STRATEGIC TR
+$20.1M
1,433,926
+101%
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。
建仓
VTIP
VANGUARD MALVERN FDS
+$19.7M
394,632
减持
VOX
VANGUARD WORLD FD
-$19.6M
14,600
-90%
减持
STIP
ISHARES TR
-$18.8M
32,796
-85%
减持
QQQ
INVESCO QQQ TR
-$18.3M
6,172
-85%
减持
SPTS
SPDR SER TR
-$17.7M
48,783
-93%
增持
TBJL
INNOVATOR ETFS TRUST
+$16.5M
859,137
+1737%
减持
KBE
SPDR SER TR
-$14.7M
16,478
-94%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$14.4M
25,901
-91%
增持
VHT
VANGUARD WORLD FD
+$13.8M
55,295
+1646%
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$13.2M
836,796
+243%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$12.7M
2,402
-90%
减持
SMH
VANECK ETF TRUST
-$11.3M
4,115
-92%
减持
BIL
SPDR SER TR
-$10.9M
169,455
-41%
建仓
KJUL
INNOVATOR ETFS TRUST
+$10.2M
364,596
增持
GLD
SPDR GOLD TR
+$10.2M
52,086
+161%
减持
JSI
JANUS DETROIT STR TR
-$9.5M
9,361
-95%
减持
MBB
ISHARES TR
-$9.3M
5,194
-95%
增持
UTEN
RBB FD INC
+$8.9M
645,388
+41%
减持
VIS
VANGUARD WORLD FD
-$7.7M
2,020
-94%
建仓
GVAL
CAMBRIA ETF TR
+$7.7M
310,118
建仓
IEUR
ISHARES TR
+$6.9M
115,075
减持
QUAL
ISHARES TR
-$6.8M
5,089
-88%
建仓
MAGS
LISTED FD TR
+$6.7M
147,095
增持
IVV
ISHARES TR
+$5.4M
11,556
+538%
建仓
FHLC
FIDELITY COVINGTON TRUST
+$5.4M
78,851
清仓
FBT
FIRST TR EXCHANGE-TRADED FD
-$5.0M
0
-100%
建仓
INDA
ISHARES TR
+$4.9M
95,275
减持
AMZN
AMAZON COM INC
-$4.6M
65,164
-16%
增持
GDX
VANECK ETF TRUST
+$4.2M
102,009
+620%
增持
XLU
SELECT SECTOR SPDR TR
+$3.8M
100,426
+84%
减持
XLF
SELECT SECTOR SPDR TR
-$3.5M
8,224
-90%
增持
SLV
ISHARES SILVER TR
+$3.5M
126,352
+659%
减持
KWEB
KRANESHARES TRUST
-$3.5M
15,990
-88%
建仓
EWZ
ISHARES INC
+$3.3M
129,035
增持
IHI
ISHARES TR
+$3.2M
104,788
+94%
清仓
KRE
SPDR SER TR
-$3.1M
0
-100%
减持
AAPL
APPLE INC
-$3.0M
104,687
-0%
减持
IJH
ISHARES TR
-$3.0M
7,597
-86%
建仓
BGLD
FIRST TR EXCHANGE-TRADED FD
+$2.9M
137,158
清仓
SOXX
ISHARES TR
-$2.9M
0
-100%
增持
MBS
ANGEL OAK FUNDS TRUST
+$2.7M
873,379
+52%
减持
SCHV
SCHWAB STRATEGIC TR
-$2.7M
47,795
-68%
建仓
TAN
INVESCO EXCH TRADED FD TR II
+$2.5M
81,321
减持
GOOG
ALPHABET INC
-$2.5M
22,771
-28%
减持
KBWB
INVESCO EXCH TRADED FD TR II
-$2.5M
4,948
-88%
增持
ASHR
DBX ETF TR
+$2.3M
233,682
+57%
清仓
IGV
ISHARES TR
-$2.2M
0
-100%
建仓
MTUM
ISHARES TR
+$2.1M
10,521
减持
MSFT
MICROSOFT CORP
-$2.1M
25,536
-8%
清仓
KIE
SPDR SER TR
-$2.0M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$1.8M
35,992
-16%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$1.8M
64,183
-19%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$1.8M
9,285
增持
SCHF
SCHWAB STRATEGIC TR
+$1.7M
146,497
+135%
建仓
XLP
SELECT SECTOR SPDR TR
+$1.7M
21,197
增持
VPU
VANGUARD WORLD FD
+$1.6M
120,754
+3%
清仓
SRVR
PACER FDS TR
-$1.5M
0
-100%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$1.5M
955,526
-1%
减持
—
ASML HOLDING N V
+$1.4M
2,737
-12%
减持
IAI
ISHARES TR
-$1.4M
7,533
-56%
减持
META
META PLATFORMS INC
-$1.4M
6,966
-24%
建仓
—
SPOTIFY TECHNOLOGY S A
+$1.3M
2,401
减持
XLV
SELECT SECTOR SPDR TR
-$1.3M
2,338
-80%
增持
MCH
MATTHEWS ASIA FDS
+$1.3M
412,784
+4%
增持
SPMB
SPDR SER TR
+$1.3M
786,676
+5%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.2M
550,207
+3%
减持
MELI
MERCADOLIBRE INC
-$1.2M
136
-84%
减持
APP
APPLOVIN CORP
-$1.2M
3,267
-48%
建仓
NVO
NOVO-NORDISK A S
+$1.1M
16,174
增持
VNQ
VANGUARD INDEX FDS
+$1.1M
188,746
+5%
增持
SPIP
SPDR SER TR
+$1.0M
56,941
+193%
建仓
PBR
PETROLEO BRASILEIRO SA PETRO
+$977.8K
68,185
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$914.0K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$887.8K
0
-100%
清仓
TER
TERADYNE INC
-$879.2K
0
-100%
建仓
WY
WEYERHAEUSER CO MTN BE
+$815.1K
27,837
减持
TBIL
RBB FD INC
-$802.9K
38,170
-30%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$801.6K
0
-100%
建仓
CBRE
CBRE GROUP INC
+$801.0K
6,125
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$798.4K
1
清仓
ALAB
ASTERA LABS INC
-$797.1K
0
-100%
建仓
—
FERROVIAL SE
+$782.9K
17,428
增持
LMT
LOCKHEED MARTIN CORP
+$781.9K
4,216
+86%
增持
GEV
GE VERNOVA INC
+$773.8K
3,764
+230%
清仓
SQ
BLOCK INC
-$764.1K
0
-100%
清仓
—
DESPEGAR COM CORP
-$762.6K
0
-100%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$759.9K
0
-100%
增持
INTC
INTEL CORP
+$751.8K
47,381
+193%
建仓
UBER
UBER TECHNOLOGIES INC
+$750.6K
10,302
增持
MINV
MATTHEWS ASIA FDS
+$747.7K
823,945
+1%
减持
SLYV
SPDR SER TR
-$699.1K
18,243
-25%
建仓
MU
MICRON TECHNOLOGY INC
+$696.9K
8,021
清仓
VST
VISTRA CORP
-$676.3K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$661.0K
0
-100%
清仓
IBN
ICICI BANK LIMITED
-$656.5K
0
-100%
减持
SNPS
SYNOPSYS INC
-$646.1K
491
-72%
建仓
PTC
PTC INC
+$645.8K
4,168
减持
ISRG
INTUITIVE SURGICAL INC
-$622.7K
1,077
-51%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$607.0K
0
-100%
增持
NYF
ISHARES TR
+$584.5K
95,621
+14%
增持
AMGN
AMGEN INC
+$577.1K
5,154
+31%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$574.1K
5,588
建仓
CI
THE CIGNA GROUP
+$573.8K
1,744
建仓
APH
AMPHENOL CORP NEW
+$562.6K
8,577
建仓
KR
KROGER CO
+$557.9K
8,241
清仓
EXC
EXELON CORP
-$553.6K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$553.2K
241,853
+18%
清仓
BEKE
KE HLDGS INC
-$542.8K
0
-100%
增持
WPM
WHEATON PRECIOUS METALS CORP
+$540.7K
16,120
+28%
增持
AMT
AMERICAN TOWER CORP NEW
+$537.0K
6,074
+42%
建仓
TCOM
TRIP COM GROUP LTD
+$531.0K
8,352
清仓
AEIS
ADVANCED ENERGY INDS
-$530.3K
0
-100%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$527.8K
1,646
+145%
减持
LLY
ELI LILLY & CO
+$508.5K
9,568
-0%
减持
AAXJ
ISHARES TR
-$507.4K
6,745
-52%
建仓
FNV
FRANCO NEV CORP
+$506.0K
3,211
清仓
D
DOMINION ENERGY INC
-$503.6K
0
-100%
建仓
DKNG
DRAFTKINGS INC NEW
+$502.3K
15,126
建仓
AES
AES CORP
+$499.2K
40,195
建仓
RKT
ROCKET COS INC
+$493.2K
40,861
减持
COP
CONOCOPHILLIPS
-$492.7K
2,485
-67%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$480.9K
6,007
+0%
清仓
—
DUN & BRADSTREET HLDGS INC
-$480.2K
0
-100%
清仓
BRKR
BRUKER CORP
-$468.0K
0
-100%
建仓
KMX
CARMAX INC
+$465.0K
5,968
清仓
TRU
TRANSUNION
-$464.1K
0
-100%
清仓
—
SUMMIT MATLS INC
-$461.5K
0
-100%
减持
FVAL
FIDELITY COVINGTON TRUST
-$460.0K
41,323
-13%
清仓
SMTC
SEMTECH CORP
-$458.0K
0
-100%
减持
CRM
SALESFORCE INC
-$434.0K
860
-57%
增持
—
ASTRAZENECA PLC
+$425.3K
24,347
+17%
减持
SO
SOUTHERN CO
-$421.3K
5,138
-53%
清仓
AMKR
AMKOR TECHNOLOGY INC
-$418.7K
0
-100%
建仓
HII
HUNTINGTON INGALLS INDS INC
+$409.7K
2,008
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$397.0K
0
-100%
清仓
KLIC
KULICKE & SOFFA INDS INC
-$392.6K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$387.1K
13,838
+5%
减持
ENB
ENBRIDGE INC
-$386.4K
18,688
-35%
清仓
BE
BLOOM ENERGY CORP
-$373.4K
0
-100%
建仓
YMM
FULL TRUCK ALLIANCE CO LTD
+$369.1K
28,905
清仓
LFUS
LITTELFUSE INC
-$363.2K
0
-100%
增持
RTX
RTX CORPORATION
+$354.1K
12,493
+11%
减持
XBI
SPDR SER TR
-$339.5K
27,286
-4%
减持
TSLA
TESLA INC
-$334.0K
1,577
-14%
减持
DHR
DANAHER CORPORATION
-$333.3K
3,001
-27%
建仓
CELH
CELSIUS HLDGS INC
+$331.4K
9,304
建仓
AR
ANTERO RESOURCES CORP
+$329.2K
8,140
