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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 31
增持 63
减持 41
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
IJH
ISHARES TR
-$202.2M
2,617,211
-58%
增持
SPY
SPDR S&P 500 ETF TR
+$79.3M
538,539
+18%
减持
SPMD
SPDR SERIES TRUST
-$71.8M
3,702,113
-31%
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
+$49.9M
5,858,977
+1%
增持
ITOT
ISHARES TR
+$47.2M
2,645,927
+4%
建仓
IAUM
ISHARES GOLD TR
+$46.2M
1,400,000
减持
GLD
SPDR GOLD TR
-$20.2M
376,663
-20%
增持
DUHP
DIMENSIONAL ETF TRUST
+$19.0M
1,594,051
+38%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$13.5M
426,318
+50%
增持
MSFT
MICROSOFT CORP
+$12.1M
84,019
+6%
增持
DFAI
DIMENSIONAL ETF TRUST
+$11.7M
421,786
+352%
增持
UBER
UBER TECHNOLOGIES INC
+$11.1M
513,209
+2%
减持
—
EXXON MOBIL CORP
-$11.1M
957,674
-1%
增持
ESGD
ISHARES TR
+$10.2M
256,534
+65%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$9.3M
219,652
减持
VTI
VANGUARD INDEX FDS
+$8.5M
507,363
-5%
增持
SCHW
SCHWAB CHARLES CORP
+$7.5M
127,626
+139%
减持
IJK
ISHARES TR
-$7.4M
154,481
-40%
增持
NVDA
NVIDIA CORPORATION
+$7.3M
99,179
+25%
增持
BKNG
BOOKING HOLDINGS INC
+$7.0M
1,423
+433%
建仓
PGR
PROGRESSIVE CORP
+$6.7M
25,016
增持
AXP
AMERICAN EXPRESS CO
+$6.7M
27,425
+248%
增持
IAU
ISHARES GOLD TR
+$6.5M
1,567,786
+1%
增持
DFAE
DIMENSIONAL ETF TRUST
+$6.5M
322,097
+193%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$6.4M
110,057
+36%
建仓
SGI
SOMNIGROUP INTERNATIONAL INC
+$6.2M
90,679
增持
PEP
PEPSICO INC
+$6.1M
70,044
+228%
增持
GOOGL
ALPHABET INC
+$6.0M
252,633
+1%
减持
TLT
ISHARES TR
-$5.9M
711,546
-5%
建仓
THO
THOR INDS INC
+$5.7M
64,523
建仓
ADI
ANALOG DEVICES INC
+$5.6M
23,566
清仓
—
CONFLUENT INC
-$5.6M
0
-100%
清仓
AEM
AGNICO EAGLE MINES LTD
-$5.3M
0
-100%
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$5.2M
68,321
增持
FISV
FISERV INC
+$5.0M
37,573
+448%
建仓
FND
FLOOR & DECOR HLDGS INC
+$4.8M
63,769
建仓
DFGR
DIMENSIONAL ETF TRUST
+$4.8M
179,651
增持
MUB
ISHARES TR
+$4.8M
186,769
+34%
减持
STIP
ISHARES TR
-$4.8M
535,966
-7%
增持
PABU
ISHARES TR
+$4.7M
302,650
+17%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.7M
44,149
+41%
增持
GS
GOLDMAN SACHS GROUP INC
+$4.7M
15,891
+32%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$4.7M
76,776
-57%
增持
TSLA
TESLA INC
+$4.4M
40,109
+24%
增持
CCJ
CAMECO CORP
+$4.2M
135,295
+0%
减持
ORCL
ORACLE CORP
+$4.2M
86,843
-18%
增持
AMZN
AMAZON COM INC
+$4.0M
91,070
+8%
减持
VOO
VANGUARD INDEX FDS
+$4.0M
91,781
-2%
清仓
ORLA
ORLA MNG LTD NEW
-$4.0M
0
-100%
建仓
ABG
ASBURY AUTOMOTIVE GROUP INC
+$3.9M
16,515
建仓
IBP
INSTALLED BLDG PRODS INC
+$3.8M
21,276
建仓
AVSU
AMERICAN CENTY ETF TR
+$3.5M
50,529
减持
UNH
UNITEDHEALTH GROUP INC
-$3.4M
10,677
-18%
建仓
AWI
ARMSTRONG WORLD INDS INC NEW
+$3.3M
20,538
增持
META
META PLATFORMS INC
+$3.3M
11,783
+26%
增持
IEUR
ISHARES TR
+$3.3M
89,013
+104%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$3.2M
2,931,743
-3%
增持
ANET
ARISTA NETWORKS INC
+$3.1M
35,509
+349%
增持
CVX
CHEVRON CORP NEW
-$3.0M
170,442
+3%
增持
AVGO
BROADCOM INC
+$3.0M
24,944
+8%
减持
NUMG
NUSHARES ETF TR
-$3.0M
157,208
-37%
减持
DIS
DISNEY WALT CO
+$2.8M
191,231
-10%
增持
JPM
JPMORGAN CHASE & CO.
+$2.7M
36,339
+15%
增持
GOOG
ALPHABET INC
+$2.7M
89,538
+6%
清仓
HSY
HERSHEY CO
-$2.6M
0
-100%
减持
LRGF
ISHARES TR
-$2.4M
92,851
-36%
建仓
EEMA
ISHARES INC
+$2.4M
28,760
增持
IWF
ISHARES TR
+$2.3M
24,610
+9%
建仓
MC
MOELIS & CO
+$2.0M
32,566
增持
AAPL
APPLE INC
-$2.0M
292,230
+3%
减持
HYG
ISHARES TR
-$1.9M
14,362
-63%
清仓
EHC
ENCOMPASS HEALTH CORP
-$1.9M
0
-100%
增持
SMMD
ISHARES TR
+$1.9M
32,787
+461%
建仓
NVR
NVR INC
+$1.9M
252
减持
—
ROYALTY PHARMA PLC
-$1.9M
89,946
-45%
清仓
VYM
VANGUARD WHITEHALL FDS
-$1.8M
0
-100%
增持
EWJ
ISHARES INC
+$1.8M
41,360
+126%
增持
SNOW
SNOWFLAKE INC
+$1.8M
22,463
+1%
减持
VNQ
VANGUARD INDEX FDS
-$1.7M
11,032
-63%
清仓
UCON
FIRST TR EXCHNG TRADED FD VI
-$1.6M
0
-100%
减持
QUAL
ISHARES TR
-$1.6M
22,259
-33%
建仓
WSC
WILLSCOT HLDGS CORP
+$1.6M
59,341
减持
VTV
VANGUARD INDEX FDS
-$1.6M
12,615
-43%
建仓
SLV
ISHARES SILVER TR
+$1.6M
47,287
增持
DY
DYCOM INDS INC
+$1.5M
13,097
+21%
清仓
SEIC
SEI INVTS CO
-$1.5M
0
-100%
清仓
FTV
FORTIVE CORP
-$1.4M
0
-100%
建仓
LQD
ISHARES TR
+$1.3M
12,271
建仓
PABD
ISHARES TR
+$1.2M
20,424
减持
ESGU
ISHARES TR
+$1.2M
119,203
-3%
减持
INTF
ISHARES TR
-$1.2M
84,127
-36%
减持
IVV
ISHARES TR
+$1.1M
24,204
-2%
建仓
POOL
POOL CORP
+$1.1M
3,800
减持
QQQ
INVESCO QQQ TR
+$1.1M
25,735
-8%
建仓
AVSD
AMERICAN CENTY ETF TR
+$1.1M
15,998
减持
IVW
ISHARES TR
+$1.1M
66,543
-1%
减持
—
ACCENTURE PLC IRELAND
-$1.1M
3,396
-49%
减持
USFR
WISDOMTREE TR
-$1.0M
182,406
-10%
增持
PLD
PROLOGIS INC.
-$1.0M
206,891
+2%
建仓
ANSS
ANSYS INC
+$1.0M
2,917
减持
WMT
WALMART INC
+$1.0M
132,177
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$981.5K
61,831
+35%
减持
IWV
ISHARES TR
+$981.1K
40,094
-3%
增持
NFLX
NETFLIX INC
+$962.3K
1,734
+22%
减持
ACWI
ISHARES TR
+$933.6K
80,801
-1%
减持
IGSB
ISHARES TR
-$931.6K
51,160
-26%
清仓
GDX
VANECK ETF TRUST
-$910.7K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$908.6K
90,005
-5%
增持
EEM
ISHARES TR
+$894.8K
27,647
+135%
减持
—
HESS CORP
-$889.5K
1,775
-75%
减持
IWB
ISHARES TR
+$863.9K
41,281
-4%
增持
PWR
QUANTA SVCS INC
+$860.1K
4,442
+36%
减持
IWM
ISHARES TR
-$856.7K
17,489
-25%
清仓
USHY
ISHARES TR
-$842.6K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
-$778.4K
94,274
+2%
减持
XLV
SELECT SECTOR SPDR TR
-$730.7K
39,152
-6%
增持
AGG
ISHARES TR
+$715.0K
63,250
+13%
减持
COIN
COINBASE GLOBAL INC
+$709.6K
4,669
-13%
清仓
HEDJ
WISDOMTREE TR
-$709.3K
0
-100%
增持
—
ASML HOLDING N V
+$685.5K
1,731
+63%
增持
PANW
PALO ALTO NETWORKS INC
+$680.2K
6,806
+62%
增持
NOW
SERVICENOW INC
+$677.6K
1,043
+113%
清仓
TFC
TRUIST FINL CORP
-$642.1K
0
-100%
增持
RTX
RTX CORPORATION
+$626.1K
16,710
+22%
建仓
TJX
TJX COS INC NEW
+$623.2K
5,042
增持
V
VISA INC
+$618.8K
23,309
+6%
增持
GE
GE AEROSPACE
+$611.7K
5,677
+35%
增持
AMGN
AMGEN INC
-$601.0K
20,704
+1%
增持
—
MEDTRONIC PLC
-$584.0K
303,398
+0%
增持
—
SPOTIFY TECHNOLOGY S A
+$572.1K
2,033
+13%
清仓
CCI
CROWN CASTLE INC
-$567.4K
0
-100%
增持
CAT
CATERPILLAR INC
+$557.2K
8,761
+0%
增持
IQV
IQVIA HLDGS INC
+$550.4K
6,591
+125%
增持
UNP
UNION PAC CORP
+$543.9K
16,372
+19%
减持
AMAT
APPLIED MATLS INC
+$538.7K
13,532
-3%
建仓
NVS
NOVARTIS AG
+$534.7K
4,419
建仓
GEV
GE VERNOVA INC
+$530.3K
1,001
减持
MO
ALTRIA GROUP INC
-$510.5K
99,141
-5%
减持
AOM
ISHARES TR
-$509.3K
17,704
-41%
增持
CSCO
CISCO SYS INC
+$508.5K
22,822
+31%
增持
PNC
PNC FINL SVCS GROUP INC
+$508.3K
6,549
+52%
建仓
VICI
VICI PPTYS INC
+$507.3K
15,392
清仓
COPX
GLOBAL X FDS
-$496.2K
0
-100%
建仓
AVSE
AMERICAN CENTY ETF TR
+$494.4K
8,432
建仓
RSG
REPUBLIC SVCS INC
+$485.9K
1,982
建仓
FICO
FAIR ISAAC CORP
+$474.3K
260
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$472.2K
3,452
增持
BWXT
BWX TECHNOLOGIES INC
+$469.1K
5,783
+75%
增持
NEM
NEWMONT CORP
+$467.4K
21,568
+30%
增持
VZ
VERIZON COMMUNICATIONS INC
-$461.4K
268,678
+1%
