小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
AlTi Global, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
AlTi Global, Inc.
报告期 2026-03-31 · CIK 0001838615
持仓数
437
前50大市值合计
$3.85B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 12
增持 86
减持 39
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
EFA
ISHARES TR
+$72.7M
6,137,948
+11%
增持
IJH
ISHARES TR
+$46.4M
6,066,954
+422%
增持
ITOT
ISHARES TR
+$27.5M
2,218,775
+2%
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
SPMD
SPDR SER TR
+$24.6M
5,811,204
-1%
减持
STIP
ISHARES TR
-$23.0M
845,444
-22%
增持
—
EXXON MOBIL CORP
+$16.4M
1,008,931
+0%
增持
EIPX
FIRST TR EXCHANGE-TRADED FD
+$15.1M
2,692,544
+22%
增持
VTI
VANGUARD INDEX FDS
+$14.2M
524,641
+2%
增持
MSFT
MICROSOFT CORP
+$13.6M
101,468
+31%
减持
TLT
ISHARES TR
-$11.2M
491,331
-16%
减持
SPY
SPDR S&P 500 ETF TR
+$8.9M
476,572
-6%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$8.7M
139,029
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$8.7M
70,580
-72%
减持
GS
GOLDMAN SACHS GROUP INC
-$8.3M
14,945
-60%
清仓
BBY
BEST BUY INC
-$8.1M
0
-100%
清仓
VICI
VICI PPTYS INC
-$7.9M
0
-100%
减持
PSX
PHILLIPS 66
-$7.9M
2,786
-96%
减持
UPS
UNITED PARCEL SERVICE INC
-$7.6M
3,124
-94%
建仓
F
FORD MTR CO DEL
+$6.9M
522,723
增持
CVS
CVS HEALTH CORP
+$6.8M
89,414
+2342%
增持
NVDA
NVIDIA CORPORATION
+$6.8M
10,095
+115%
建仓
WMB
WILLIAMS COS INC
+$6.7M
172,957
建仓
CAG
CONAGRA BRANDS INC
+$6.4M
215,872
建仓
AEP
AMERICAN ELEC PWR CO INC
+$6.4M
74,293
清仓
GDX
VANECK ETF TRUST
-$6.3M
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
+$6.2M
549,440
-6%
增持
DUHP
DIMENSIONAL ETF TRUST
+$6.1M
622,350
+31%
增持
AMZN
AMAZON COM INC
+$5.0M
93,062
+17%
增持
DIS
DISNEY WALT CO
+$4.8M
55,596
+150%
增持
ESGU
ISHARES TR
+$4.6M
111,634
+42%
增持
WMT
WALMART INC
+$4.5M
145,550
+439%
减持
MUB
ISHARES TR
-$4.3M
182,773
-17%
增持
PG
PROCTER AND GAMBLE CO
+$4.3M
40,820
+157%
增持
GOOGL
ALPHABET INC
+$4.2M
257,149
+4%
减持
—
BROOKFIELD INFRAST PARTNERS
-$4.2M
137,247
-49%
增持
HD
HOME DEPOT INC
+$4.0M
17,494
+124%
增持
KO
COCA COLA CO
+$4.0M
83,794
+310%
增持
VOO
VANGUARD INDEX FDS
+$3.9M
85,208
+0%
增持
ORCL
ORACLE CORP
+$3.8M
140,093
+7%
建仓
EA
ELECTRONIC ARTS INC
+$3.7M
27,946
增持
MCD
MCDONALDS CORP
+$3.7M
28,650
+92%
增持
JNJ
JOHNSON & JOHNSON
+$3.6M
57,703
+64%
增持
GLD
SPDR GOLD TR
+$3.6M
137,114
+7%
减持
IAU
ISHARES GOLD TR
+$3.5M
1,177,361
-0%
减持
—
BROOKFIELD RENEWABLE PARTNER
-$3.4M
72,881
-63%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.2M
20,021
+58%
减持
IJK
ISHARES TR
+$3.0M
310,123
-3%
增持
ALTI
ALTI GLOBAL INC
+$2.8M
760,970
+350%
增持
META
META PLATFORMS INC
+$2.8M
14,352
+21%
增持
USFR
WISDOMTREE TR
+$2.6M
140,423
+59%
增持
NKE
NIKE INC
+$2.6M
42,645
+208%
减持
MS
MORGAN STANLEY
-$2.6M
81,529
-26%
增持
AAPL
APPLE INC
-$2.6M
348,376
+8%
增持
AMGN
AMGEN INC
+$2.5M
44,998
+26%
增持
DXJ
WISDOMTREE TR
+$2.4M
108,690
+2%
减持
EWZ
ISHARES INC
-$2.2M
244,828
-15%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.2M
134,489
+41%
增持
LLY
ELI LILLY & CO
+$2.1M
7,211
+20%
增持
ABBV
ABBVIE INC
+$2.1M
77,144
+0%
增持
CAT
CATERPILLAR INC
+$2.1M
11,164
+66%
减持
IWD
ISHARES TR
-$2.0M
26,906
-35%
增持
CVX
CHEVRON CORP NEW
+$1.9M
184,405
+1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.7M
6,970
-76%
减持
IVV
ISHARES TR
+$1.7M
42,544
-2%
增持
HON
HONEYWELL INTL INC
+$1.6M
22,576
+58%
增持
TSLA
TESLA INC
-$1.6M
41,145
+16%
增持
IGSB
ISHARES TR
+$1.6M
48,237
+179%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.6M
296,398
+3%
建仓
BNL
BROADSTONE NET LEASE INC
+$1.5M
94,500
增持
IWV
ISHARES TR
+$1.5M
45,006
+3%
减持
ESGD
ISHARES TR
-$1.5M
272,145
-12%
增持
MMM
3M CO
+$1.5M
18,237
+338%
减持
PNC
PNC FINL SVCS GROUP INC
-$1.4M
50,239
-18%
增持
CRM
SALESFORCE INC
+$1.4M
12,662
+36%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.3M
79,422
+3%
增持
DOW
DOW INC
+$1.3M
39,177
+115%
增持
MO
ALTRIA GROUP INC
+$1.2M
190,866
+9%
减持
LTPZ
PIMCO ETF TR
-$1.2M
202,820
-8%
增持
IWB
ISHARES TR
+$1.2M
44,675
+0%
建仓
TLH
ISHARES TR
+$1.2M
10,995
增持
MA
MASTERCARD INCORPORATED
+$1.1M
9,128
+20%
增持
ED
CONSOLIDATED EDISON INC
+$1.1M
21,061
+128%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.0M
37,530
+90%
增持
V
VISA INC
+$989.6K
20,150
+13%
清仓
—
APTIV PLC
-$978.6K
0
-100%
减持
DFAE
DIMENSIONAL ETF TRUST
-$956.4K
47,500
-46%
减持
QQQ
INVESCO QQQ TR
-$931.5K
23,996
-15%
清仓
GMF
SPDR INDEX SHS FDS
-$927.4K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$920.2K
30,014
-9%
清仓
XLP
SELECT SECTOR SPDR TR
-$821.0K
0
-100%
减持
AOM
ISHARES TR
-$816.9K
129,920
-15%
增持
—
HERITAGE COMM CORP
-$815.0K
641,539
+1%
增持
CTVA
CORTEVA INC
+$808.5K
25,246
+87%
增持
SNOW
SNOWFLAKE INC
-$805.0K
22,513
+1%
增持
WFC
WELLS FARGO CO NEW
+$764.0K
18,876
+182%
减持
JPM
JPMORGAN CHASE & CO
+$734.3K
41,427
-7%
减持
IWF
ISHARES TR
+$724.8K
22,485
-1%
减持
NEE
NEXTERA ENERGY INC
-$713.1K
5,537
-68%
清仓
DEO
DIAGEO PLC
-$705.0K
0
-100%
增持
BAC
BANK AMERICA CORP
+$701.3K
61,700
+28%
增持
IVW
ISHARES TR
+$700.2K
73,369
+0%
增持
QCOM
QUALCOMM INC
+$693.8K
17,424
+12%
增持
MRK
MERCK & CO INC
+$690.8K
21,406
+17%
增持
RTX
RTX CORPORATION
+$690.8K
24,314
+22%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$687.9K
3,422
+2%
减持
DFAI
DIMENSIONAL ETF TRUST
-$658.7K
59,800
-31%
减持
IXUS
ISHARES TR
-$658.2K
10,276
-51%
增持
VUG
VANGUARD INDEX FDS
+$655.7K
19,593
+0%
清仓
VSGX
VANGUARD WORLD FD
-$650.1K
0
-100%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$638.7K
16,383
+78%
增持
AVGO
BROADCOM INC
+$623.3K
2,450
+5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$620.4K
8,010
+5%
增持
NFLX
NETFLIX INC
+$608.2K
1,646
+105%
清仓
ON
ON SEMICONDUCTOR CORP
-$598.5K
0
-100%
清仓
—
PIONEER NAT RES CO
-$578.2K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$572.9K
2,222
+43%
增持
PEP
PEPSICO INC
+$569.6K
24,834
+11%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$558.7K
52,190
-22%
减持
COIN
COINBASE GLOBAL INC
+$549.2K
6,363
-3%
增持
LOW
LOWES COS INC
+$547.6K
16,174
+1%
减持
VNQ
VANGUARD INDEX FDS
-$526.3K
139,740
-2%
增持
AXP
AMERICAN EXPRESS CO
+$523.8K
3,419
+151%
增持
GE
GENERAL ELECTRIC CO
+$513.3K
5,456
+57%
减持
DVY
ISHARES TR
+$504.9K
143,725
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$501.3K
4,505
+105%
增持
ALL
ALLSTATE CORP
+$501.0K
5,661
+65%
增持
WBD
WARNER BROS DISCOVERY INC
-$496.3K
208,622
+2%
清仓
MP
MP MATERIALS CORP
-$485.8K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$485.1K
3,800
+179%
增持
LMT
LOCKHEED MARTIN CORP
+$483.2K
2,987
+55%
减持
GIS
GENERAL MLS INC
+$482.8K
106,526
-0%
减持
SDY
SPDR SER TR
+$480.6K
80,703
-0%
增持
CTRA
COTERRA ENERGY INC
+$466.4K
34,978
+75%
清仓
VOX
VANGUARD WORLD FDS
-$466.0K
0
-100%
减持
ASAN
ASANA INC
-$465.1K
35,866
-33%
增持
IDV
ISHARES TR
+$464.5K
90,388
+22%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$455.2K
11,239
+51%
增持
PLD
PROLOGIS INC.
-$453.9K
208,837
+1%
建仓
—
EATON CORP PLC
+$450.9K
1,442
建仓
XCOR
FUNDX INVT TR
+$447.0K
7,272
增持
PM
PHILIP MORRIS INTL INC
+$438.3K
16,118
+47%
增持
VTV
VANGUARD INDEX FDS
+$436.9K
32,193
+0%
减持
BND
VANGUARD BD INDEX FDS
-$424.1K
6,049
-48%
建仓
MU
MICRON TECHNOLOGY INC
+$424.1K
3,594
增持
CMCSA
COMCAST CORP NEW
+$422.0K
46,295
+28%
清仓
SLV
ISHARES SILVER TR
-$419.2K
0
-100%
建仓
SPGI
S&P GLOBAL INC
+$416.1K
978
增持
FTV
FORTIVE CORP
+$415.7K
30,535
+2%
增持
DHR
DANAHER CORPORATION
+$403.9K
12,511
+6%
增持
AMAT
APPLIED MATLS INC
+$402.5K
8,400
+2%
