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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 16
增持 61
减持 55
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$221.5M
3,127,633
-47%
增持
GEME
2023 ETF SERIES TRUST
+$90.6M
2,614,476
+19461%
减持
DUHP
DIMENSIONAL ETF TRUST
-$33.0M
176,300
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。
-83%
增持
EIPX
FIRST TR EXCHANGE-TRADED FD
+$32.2M
4,637,146
+5%
增持
XNTK
SPDR SERIES TRUST
+$23.5M
106,824
+698%
减持
—
EXXON MOBIL CORP
+$19.7M
800,276
-17%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$16.3M
584,387
+9%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$13.8M
2,806,260
-2%
增持
EFA
ISHARES TR
+$13.5M
6,222,715
+1%
增持
GLD
SPDR GOLD TR
+$12.6M
360,601
+0%
增持
CVX
CHEVRON CORPORATION
+$12.0M
185,654
+9%
减持
IAU
ISHARES GOLD TR
+$9.2M
1,566,989
-1%
减持
SLV
ISHARES SILVER TR
-$8.6M
76,606
-64%
减持
DFAI
DIMENSIONAL ETF TRUST
-$8.6M
178,250
-56%
清仓
DFAU
DIMENSIONAL ETF TRUST
-$7.8M
0
-100%
减持
ORCL
ORACLE CORP
-$7.0M
67,622
-22%
增持
OKE
ONEOK INC NEW
+$6.8M
79,973
+1806%
减持
IVV
ISHARES TR
+$6.7M
149,979
-15%
增持
MSFT
MICROSOFT CORP
-$6.0M
89,854
+11%
增持
CCJ
CAMECO CORP
+$5.9M
158,650
+18%
减持
SPMD
SPDR SERIES TRUST
-$5.7M
2,823,459
-5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$5.6M
9,221
-92%
清仓
TAP
MOLSON COORS BEVERAGE CO
-$5.6M
0
-100%
增持
PABD
ISHARES TR
+$5.6M
400,635
+32%
减持
AAPL
APPLE INC
-$5.4M
289,193
-0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$5.4M
407,581
+3%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$5.1M
0
-100%
减持
IAUM
ISHARES GOLD TR
+$5.1M
1,339,049
-2%
增持
GOOGL
ALPHABET INC
-$4.5M
256,372
+2%
增持
VTI
VANGUARD INDEX FDS
-$4.4M
500,692
+2%
增持
ITOT
ISHARES TR
+$3.9M
2,900,761
+5%
增持
IJH
ISHARES TR
+$3.8M
1,621,396
+1%
减持
GOOG
ALPHABET INC
-$3.8M
78,744
-6%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.6M
29,008
+106%
增持
TLT
ISHARES TR
+$3.6M
564,985
+9%
增持
UBER
UBER TECHNOLOGIES INC
-$3.4M
391,973
+1%
减持
VOO
VANGUARD INDEX FDS
-$3.2M
83,705
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.1M
26,278
-16%
建仓
OMC
OMNICOM GROUP INC
+$3.1M
40,851
增持
DIS
DISNEY WALT CO
-$3.0M
195,669
+3%
增持
DVY
ISHARES TR
+$2.9M
79,441
+23%
增持
DXJ
WISDOMTREE TR
+$2.9M
113,150
+8%
减持
—
MEDTRONIC PLC
-$2.9M
304,688
-0%
减持
TSLA
TESLA INC
-$2.9M
35,728
-1%
减持
AMGN
AMGEN INC
-$2.7M
21,159
-32%
增持
XLE
SELECT SECTOR SPDR TR
+$2.7M
152,606
+2%
清仓
PRVA
PRIVIA HEALTH GROUP INC
-$2.7M
0
-100%
建仓
CERY
SPDR SERIES TRUST
+$2.5M
72,600
增持
VLO
VALERO ENERGY CORP
+$2.4M
12,883
+165%
建仓
ISTR
INVESTAR HOLDING CORP
+$2.4M
86,568
减持
ADBE
ADOBE INC
-$2.4M
21,621
-1%
增持
JNJ
JOHNSON & JOHNSON
+$2.3M
54,646
+2%
增持
SMH
VANECK ETF TRUST
+$2.3M
7,951
+267%
减持
QUAL
ISHARES TR
-$2.3M
14,557
-43%
减持
VZ
VERIZON COMMUNICATIONS INC
+$2.2M
262,649
-2%
清仓
BN
BROOKFIELD CORP
-$2.2M
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$2.2M
31,329
+102%
减持
META
META PLATFORMS INC
-$2.1M
16,041
-6%
减持
MA
MASTERCARD INCORPORATED
-$2.0M
7,310
-26%
减持
AXP
AMERICAN EXPRESS CO
-$2.0M
5,124
-46%
减持
ABT
ABBOTT LABORATORIES
-$1.8M
10,563
-55%
减持
SNOW
SNOWFLAKE INC
-$1.8M
26,451
-0%
建仓
BTC
GRAYSCALE BITCOIN MINI TR ET
+$1.8M
60,197
减持
NVDA
NVIDIA CORPORATION
-$1.8M
100,670
-3%
建仓
CHD
CHURCH & DWIGHT CO INC
+$1.7M
18,375
减持
IWF
ISHARES TR
-$1.7M
25,953
-4%
减持
—
LYONDELLBASELL INDUSTRIES NV
-$1.6M
3,098
-93%
减持
CRM
SALESFORCE INC
-$1.5M
18,832
-1%
减持
WMT
WALMART INC
+$1.5M
132,439
-1%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$1.5M
265,864
+9%
减持
BKNG
BOOKING HOLDINGS INC
-$1.5M
127
-66%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$1.5M
35,825
+94%
减持
PLD
PROLOGIS INC.
-$1.4M
182,345
-9%
减持
—
ASML HLDG NV
-$1.4M
1,665
-50%
增持
COWZ
PACER FDS TR
+$1.3M
44,609
+81%
建仓
—
JANUS HENDERSON GROUP PLC
+$1.3M
25,001
清仓
B
BARRICK MNG CORP
-$1.3M
0
-100%
减持
NUMG
NUSHARES ETF TR
-$1.3M
64,044
-22%
建仓
ET
ENERGY TRANSFER L P
+$1.3M
65,458
增持
SMMD
ISHARES TR
+$1.3M
51,411
+44%
增持
CAT
CATERPILLAR INC
+$1.2M
8,792
+1%
清仓
—
LINDE PLC
-$1.2M
0
-100%
建仓
GBDC
GOLUB CAP BDC INC
+$1.2M
96,554
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$1.2M
10,396
清仓
AVSD
AMERICAN CENTY ETF TR
-$1.2M
0
-100%
增持
NKE
NIKE INC
+$1.2M
34,024
+445%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.1M
11
+22%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$1.1M
4,650
+204%
建仓
—
BARRICK MNG CORP
+$1.1M
29,295
增持
EEM
ISHARES TR
+$1.1M
78,903
+28%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.1M
8,650
-22%
增持
REGN
REGENERON PHARMACEUTICALS
+$1.1M
1,857
+313%
清仓
URA
GLOBAL X FDS
-$1.1M
0
-100%
减持
AMAT
APPLIED MATLS INC
+$1.1M
13,590
-3%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.0M
3,023
+353%
减持
CMCSA
COMCAST CORP NEW
-$1.0M
214,995
-9%
清仓
TEAM
ATLASSIAN CORPORATION
-$990.4K
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$969.4K
95,328
+13%
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$968.1K
0
-100%
减持
WULF
TERAWULF INC
-$958.3K
259,934
-37%
增持
PEP
PEPSICO INC
+$951.0K
72,334
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$915.7K
27,242
+20%
增持
CME
CME GROUP INC
+$894.9K
40,128
+0%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$887.9K
23,465
增持
ISMF
BLACKROCK ETF TRUST
+$859.1K
67,500
+80%
减持
DE
DEERE & CO
-$844.8K
816
-71%
建仓
—
ESTABLISHMENT LABS HLDGS INC
+$841.8K
14,825
减持
CRBN
ISHARES TR
-$841.1K
20,229
-13%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$833.6K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
-$831.2K
27,500
+0%
清仓
QXO
QXO INC
-$816.0K
0
-100%
增持
UNP
UNION PAC CORP
+$815.6K
17,866
+17%
增持
PABU
ISHARES TR
+$795.2K
348,572
+14%
减持
ALTI
ALTI GLOBAL INC
-$778.6K
773,167
-0%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$765.3K
14,500
减持
—
ROYALTY PHARMA PLC
-$753.5K
25,073
-50%
减持
STIP
ISHARES TR
-$753.2K
505,346
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$740.1K
94,166
+11%
增持
V
VISA INC
-$721.4K
24,441
+6%
建仓
VBR
VANGUARD INDEX FDS
+$700.7K
3,225
建仓
FERG
FERGUSON ENTERPRISES INC
+$699.8K
3,000
清仓
ZTS
ZOETIS INC
-$683.1K
0
-100%
减持
MO
ALTRIA GROUP INC
+$679.6K
103,092
-5%
减持
QCOM
QUALCOMM INC
-$676.4K
10,942
-10%
增持
ESGD
ISHARES TR
+$671.0K
285,644
+2%
增持
SHLD
GLOBAL X FDS
+$669.7K
14,669
+158%
增持
JPM
JPMORGAN CHASE & CO
+$658.9K
42,957
+16%
增持
IWV
ISHARES TR
-$602.8K
40,027
+0%
减持
VO
VANGUARD INDEX FDS
-$597.0K
5,542
-27%
清仓
—
ASTRAZENECA PLC
-$594.5K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$594.3K
10,825
+1%
增持
IVW
ISHARES TR
-$587.3K
65,577
+1%
减持
EEMA
ISHARES INC
-$578.0K
30,255
-7%
清仓
SPYM
SPDR SERIES TRUST
-$572.1K
0
-100%
增持
AMZN
AMAZON COM INC
-$562.0K
96,971
+8%
减持
IEI
ISHARES TR
-$558.1K
8,788
-34%
清仓
AVSE
AMERICAN CENTY ETF TR
-$547.9K
0
-100%
增持
MRK
MERCK & CO INC
+$546.9K
23,514
+8%
减持
SPGI
S&P GLOBAL INC
-$546.7K
2,328
-21%
增持
GUNR
FLEXSHARES TR
+$533.8K
56,326
+0%
增持
HON
HONEYWELL INTL INC
+$531.6K
17,166
+0%
建仓
WES
WESTERN MIDSTREAM PARTNERS L
+$527.1K
12,804
减持
KO
COCA COLA CO
+$524.9K
82,052
-0%
增持
IWM
ISHARES TR
+$492.9K
18,484
+11%
增持
COST
COSTCO WHOLESALE CORPORATION
+$468.6K
2,743
+4%
减持
SCHW
SCHWAB CHARLES CORP
-$460.1K
57,933
-2%
减持
VB
VANGUARD INDEX FDS
-$459.3K
4,343
-30%
清仓
SAN
BANCO SANTANDER SA
-$458.6K
0
-100%
减持
KKR
KKR & CO INC
-$457.7K
10,677
-6%
增持
VRT
VERTIV HOLDINGS CO
+$439.4K
4,945
+0%
