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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 23
增持 48
减持 63
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
GLD
SPDR GOLD TR
+$37.3M
434,524
+51%
建仓
PCAR
PACCAR INC
+$31.5M
294,795
减持
TLT
ISHARES TR
-$31.3M
902,846
-20%
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
EFA
ISHARES TR
-$22.7M
7,363,173
+6%
减持
ULCC
FRONTIER GROUP HLDGS INC
-$20.3M
379,997
-91%
增持
DUHP
DIMENSIONAL ETF TRUST
+$18.7M
1,248,100
+78%
增持
IJH
ISHARES TR
+$13.5M
6,639,763
+3%
减持
—
EXXON MOBIL CORP
-$13.4M
1,025,513
-3%
减持
SPMD
SPDR SER TR
-$10.5M
5,390,397
-3%
减持
SBUX
STARBUCKS CORP
-$10.5M
18,573
-85%
减持
SDY
SPDR SER TR
-$10.4M
8,002
-90%
增持
TSLA
TESLA INC
+$10.2M
48,691
+29%
建仓
—
ROYALTY PHARMA PLC
+$9.9M
387,567
增持
EIPX
FIRST TR EXCHANGE-TRADED FD
+$9.7M
3,809,331
+10%
减持
UBER
UBER TECHNOLOGIES INC
-$9.4M
511,097
-5%
清仓
TPR
TAPESTRY INC
-$9.4M
0
-100%
清仓
CAG
CONAGRA BRANDS INC
-$9.0M
0
-100%
清仓
WMB
WILLIAMS COS INC
-$8.9M
0
-100%
清仓
RHI
ROBERT HALF INC.
-$8.4M
0
-100%
增持
PABU
ISHARES TR
+$8.3M
241,239
+107%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$8.3M
4,091
-98%
清仓
F
FORD MTR CO
-$8.2M
0
-100%
增持
GOOGL
ALPHABET INC
+$8.0M
267,246
+3%
增持
PSX
PHILLIPS 66
+$7.0M
62,826
+2101%
增持
FANG
DIAMONDBACK ENERGY INC
+$6.2M
47,492
+313%
建仓
GPGI
COMPOSECURE INC
+$5.7M
372,210
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$5.4M
48,000
+100%
减持
DIS
DISNEY WALT CO
-$5.3M
213,541
-30%
减持
ITOT
ISHARES TR
+$5.1M
2,426,013
-1%
减持
STIP
ISHARES TR
-$4.6M
651,553
-6%
减持
PLD
PROLOGIS INC.
-$4.4M
205,324
-1%
增持
IAU
ISHARES GOLD TR
+$4.2M
1,364,444
+7%
减持
AAPL
APPLE INC
-$4.1M
297,800
-8%
增持
COIN
COINBASE GLOBAL INC
+$4.0M
18,043
+203%
减持
ACWI
ISHARES TR
-$3.8M
82,411
-27%
减持
QCOM
QUALCOMM INC
-$3.4M
14,045
-58%
增持
—
MEDTRONIC PLC
-$3.1M
302,592
+0%
减持
AMZN
AMAZON COM INC
+$3.0M
95,567
-2%
增持
BA
BOEING CO
+$3.0M
52,808
+30%
减持
VTI
VANGUARD INDEX FDS
+$2.9M
536,947
-0%
增持
NVDA
NVIDIA CORPORATION
+$2.7M
117,414
+8%
增持
QQQ
INVESCO QQQ TR
+$2.7M
26,499
+18%
减持
ABBV
ABBVIE INC
-$2.6M
61,945
-10%
增持
SCHW
SCHWAB CHARLES CORP
+$2.6M
52,617
+162%
减持
LTPZ
PIMCO ETF TR
-$2.5M
198,100
-11%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.3M
15,980
-10%
减持
CVS
CVS HEALTH CORP
-$2.3M
129,242
-5%
增持
LRGF
ISHARES TR
+$2.3M
158,286
+28%
建仓
COWZ
PACER FDS TR
+$2.3M
39,309
减持
VNQ
VANGUARD INDEX FDS
-$2.2M
73,390
-18%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$2.1M
27,737
减持
ESGD
ISHARES TR
-$2.1M
235,728
-1%
减持
ORCL
ORACLE CORP
-$2.0M
108,717
-8%
清仓
—
BLACKROCK INC
-$2.0M
0
-100%
建仓
BLK
BLACKROCK INC
+$2.0M
1,947
减持
IJK
ISHARES TR
-$1.9M
260,231
-6%
建仓
HEFA
ISHARES TR
+$1.8M
52,800
清仓
—
NXP SEMICONDUCTORS N V
-$1.8M
0
-100%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$1.8M
129,743
-7%
增持
JPM
JPMORGAN CHASE & CO.
+$1.7M
34,372
+7%
清仓
—
ARISTA NETWORKS INC
-$1.7M
0
-100%
增持
JNJ
JOHNSON & JOHNSON
-$1.7M
107,764
+1%
建仓
ORLA
ORLA MNG LTD NEW
+$1.7M
285,000
清仓
—
ISHARES TR
-$1.6M
0
-100%
建仓
ANET
ARISTA NETWORKS INC
+$1.6M
13,080
增持
WMT
WALMART INC
+$1.6M
136,488
+2%
清仓
GBDC
GOLUB CAP BDC INC
-$1.5M
0
-100%
减持
AGG
ISHARES TR
-$1.4M
47,847
-20%
增持
HYG
ISHARES TR
+$1.4M
24,388
+302%
增持
USFR
WISDOMTREE TR
+$1.4M
134,645
+26%
减持
LOW
LOWES COS INC
-$1.4M
12,529
-24%
增持
V
VISA INC
+$1.3M
26,050
+3%
减持
AMGN
AMGEN INC
-$1.3M
20,525
-0%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$1.3M
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$1.3M
21,371
+9%
增持
NUMG
NUSHARES ETF TR
+$1.2M
264,970
+5%
增持
VOO
VANGUARD INDEX FDS
+$1.2M
102,842
+0%
减持
MSFT
MICROSOFT CORP
-$1.2M
96,122
-1%
减持
AEP
AMERICAN ELEC PWR CO INC
-$1.2M
81,138
-6%
减持
MDLZ
MONDELEZ INTL INC
-$1.2M
40,595
-17%
增持
VLO
VALERO ENERGY CORP
+$1.2M
64,793
+18%
增持
VZ
VERIZON COMMUNICATIONS INC
-$1.1M
264,705
+2%
建仓
MSTR
MICROSTRATEGY INC
+$1.1M
2,800
增持
IJR
ISHARES TR
+$1.1M
37,106
+36%
减持
IQLT
ISHARES TR
-$1.1M
243,507
-0%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$1.1M
147,745
-41%
减持
MCD
MCDONALDS CORP
-$1.1M
22,920
-9%
建仓
AEM
AGNICO EAGLE MINES LTD
+$1.1M
12,353
减持
SCI
SERVICE CORP INTL
-$1.0M
15,814
-45%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.0M
93,400
+73%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.0M
76,535
-7%
减持
GOOG
ALPHABET INC
+$997.1K
92,757
-7%
建仓
—
LINDE PLC
+$970.9K
2,217
增持
SEIC
SEI INVTS CO
+$964.6K
27,471
+45%
增持
SNOW
SNOWFLAKE INC
+$956.3K
23,579
+1%
增持
COST
COSTCO WHSL CORP NEW
+$922.2K
3,578
+34%
减持
GIS
GENERAL MLS INC
-$911.6K
60,174
-6%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$906.5K
3,290,231
-5%
减持
FTV
FORTIVE CORP
-$900.7K
19,392
-35%
清仓
INDA
ISHARES TR
-$899.9K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$875.4K
31,772
-5%
减持
DHR
DANAHER CORPORATION
-$868.0K
11,420
-9%
增持
UNP
UNION PAC CORP
+$863.5K
14,394
+45%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$862.0K
144,175
-2%
减持
CMCSA
COMCAST CORP NEW
-$830.2K
37,902
-29%
建仓
LRCX
LAM RESEARCH CORP
+$828.4K
11,335
增持
FE
FIRSTENERGY CORP
-$812.5K
180,120
+0%
清仓
—
LAM RESEARCH CORP
-$801.2K
0
-100%
增持
—
ASML HOLDING N V
+$763.6K
1,424
+431%
建仓
GDX
VANECK ETF TRUST
+$760.5K
20,810
清仓
MAR
MARRIOTT INTL INC NEW
-$735.9K
0
-100%
减持
MO
ALTRIA GROUP INC
-$729.1K
162,347
-10%
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$728.6K
5,086
减持
RTX
RTX CORPORATION
-$725.6K
16,695
-25%
减持
CRM
SALESFORCE INC
+$718.8K
18,472
-6%
减持
AVGO
BROADCOM INC
+$708.4K
23,964
-16%
增持
KO
COCA COLA CO
-$684.5K
82,886
+3%
减持
CME
CME GROUP INC
-$674.7K
55,637
-11%
减持
BN
BROOKFIELD CORP
-$670.7K
32,137
-32%
建仓
—
APTIV PLC
+$642.0K
10,504
增持
MS
MORGAN STANLEY
+$639.4K
13,739
+15%
建仓
VBR
VANGUARD INDEX FDS
+$633.5K
3,096
清仓
CCOI
COGENT COMMUNICATIONS HLDGS
-$630.0K
0
-100%
减持
HON
HONEYWELL INTL INC
-$629.9K
16,417
-22%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$625.0K
2,598
-20%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$588.6K
7,527
+1%
减持
IWF
ISHARES TR
+$580.9K
22,491
-0%
减持
IGSB
ISHARES TR
-$562.6K
38,237
-21%
减持
ALAB
ASTERA LABS INC
+$560.2K
9,724
-30%
减持
AOM
ISHARES TR
-$546.3K
71,133
-12%
建仓
TXN
TEXAS INSTRS INC
+$537.1K
2,861
增持
VO
VANGUARD INDEX FDS
+$536.7K
11,632
+21%
减持
KKR
KKR & CO INC
-$524.3K
11,382
-33%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$521.0K
55,346
-14%
增持
XLV
SELECT SECTOR SPDR TR
-$516.8K
41,676
+1%
减持
—
ACCENTURE PLC IRELAND
-$507.6K
7,354
-16%
建仓
COPX
GLOBAL X FDS
+$505.8K
12,700
增持
DOW
DOW INC
-$504.9K
38,337
+2%
增持
NFLX
NETFLIX INC
+$499.4K
1,600
+26%
建仓
—
PARAMOUNT GLOBAL
+$491.9K
47,875
增持
CSCO
CISCO SYS INC
+$489.7K
20,483
+50%
减持
AMAT
APPLIED MATLS INC
-$488.9K
15,347
-3%
增持
BAC
BANK AMERICA CORP
+$483.2K
51,454
+8%
建仓
TEAM
ATLASSIAN CORPORATION
+$477.5K
1,892
减持
DVY
ISHARES TR
-$471.2K
162,406
-1%
建仓
JPIN
J P MORGAN EXCHANGE TRADED F
+$469.1K
8,758
减持
ALTI
ALTI GLOBAL INC
+$468.5K
817,427
-2%
清仓
IPAC
ISHARES TR
-$458.8K
0
-100%
增持
NKE
NIKE INC
-$458.1K
36,996
+0%
建仓
RDDT
REDDIT INC
+$452.7K
2,770