AW

Alchemi Wealth, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$1.8亿

申报季度: 2026-03-31 · 持股只数: 155

Alchemi Wealth, LLC在最新一期 13F 报告中披露了 155 项持股，申报期为 2026-03-31，总持股市值约为 US$1.8亿，季度换手率为 13.6%。

浏览其他1 亿至 10 亿美元机构浏览其他以“A”开头的机构

机构性格雪花图

集中度
12.86
持仓稳定性
13.62
动能／逆势
100
行业集中度
64.63
多样化
100
仓位均衡度
79.98

近期动向

  • 减仓 AAPL

    -2.2%　-US$244.9万

  • 减仓 MSFT

    -0.8%　-US$150.7万

  • 加仓 XOM

    -2.8%　US$88.4万

  • 减仓 TSLA

    -1.5%　-US$78.1万

  • 减仓 IHDG

    -65.0%　-US$67.8万

  • 减仓 META

    -3.3%　-US$61.8万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1AAPLApple INC股票-科技14.29%-1.12%-2.19%
2NVDANvidia CORP股票-科技4.44%-0.05%+4.16%
3AMZNAmazon.com INC股票-周期性消费3.04%-0.29%-0.24%
4BILSs Spdr Bb 1-3m T-bill ETFETF-政府公债3.00%—-2.06%
5MSFTMicrosoft CORP股票-科技2.64%-0.78%-0.82%
6RECSColumbia Resear Enh Cor ETFETF-其他2.42%—+2.48%
7BSTBlackrock Science & Tech Tr股票-其他2.36%-0.21%+0.87%
8SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长2.23%-0.08%-0.24%
9VBILVanguard 0-3m T-bill ETFETF-其他2.14%—+0.62%
10INTFIshares International EquityETF-其他1.94%+0.16%+4.02%
11TSLATesla INC股票-周期性消费1.90%-0.40%-1.52%
12GOOGLAlphabet Inc-cl A股票-通信服务1.87%-0.14%-0.67%
13XOMExxon Mobil CORP股票-能源1.82%+0.51%-2.80%
14CGGRCap Group Growth EquityETF-其他1.80%-0.12%+2.21%
15QQQMInvesco Nasdaq 100 ETFETF-科技型1.79%—+2.59%
16METAMeta Platforms Inc-class A股票-通信服务1.77%-0.32%-3.32%
17NFLXNetflix INC股票-通信服务1.48%-0.11%-10.65%
18DNPDnp Select Income Fund INC股票-金融1.43%—+0.23%
19DUKDuke Energy CORP股票-公用事业1.16%+0.16%+2.11%
20JPMJpmorgan Chase & Co股票-金融0.97%—+4.54%
21WTVWisdomtree U.s. Value FundETF-其他0.95%+0.13%+12.47%
22GOOGAlphabet Inc-cl C股票-通信服务0.92%-0.09%-1.23%
23LLYEli Lilly & Co股票-医疗保健0.92%-0.14%+0.39%
24BRK-BBerkshire Hathaway Inc-cl B股票-其他0.89%——
25FEGEFirst Eagle Gl Equity ETFETF-其他0.81%+0.25%+39.77%
26JNJJohnson & Johnson股票-医疗保健0.80%+0.13%+0.43%
27XLISs Industrial Select SectorETF-其他0.79%+0.30%+52.68%
28FBTCFidelity Wise Origin BitcoinETF-加密货币0.75%—+25.77%
29IMVTImmunovant INC股票-其他0.74%—-4.52%
30MSTRStrategy INC股票-科技0.71%—+24.11%
31EMREmerson Electric Co股票-工业0.71%—+0.39%
32SMHVaneck Semiconductor ETFETF-其他0.69%+0.13%+13.77%
33CEFSprott Physical Gold And Sil股票-其他0.67%—-11.28%
34DIVOAmplify Cwp Enhan Divid ETFETF-其他0.67%—+0.57%
35NJRNew Jersey Resources CORP股票-公用事业0.66%+0.12%+0.40%
36CIFRCipher Digital INC股票-科技0.66%—+4.08%
37CVXChevron CORP股票-能源0.64%+0.28%+29.35%
38CGMMCap Group Small And Mid CapETF-其他0.64%—+8.70%
39VIGVanguard Dividend Apprec ETFETF-其他0.60%—+15.07%
40PMPhilip Morris International股票-非周期性消费0.59%—-0.97%
41COWZPacer US Cash Cows 100 ETFETF-其他0.59%—+1.44%
42MOAltria Group INC股票-非周期性消费0.58%—-18.14%
43AXPAmerican Express Co股票-金融0.57%-0.13%-0.67%
44AMDAdvanced Micro Devices股票-科技0.57%—-0.06%
45GLDSpdr Gold SharesETF-避险与商品0.56%—-0.55%
46VVisa Inc-class A Shares股票-金融0.55%-0.08%-0.12%
47CGCBCap Group Core BondETF-其他0.54%+0.13%+29.49%
48CGMSCap Group US Multi-sect BondETF-其他0.52%+0.12%+29.53%
49CATCaterpillar INC股票-工业0.51%+0.10%-0.08%
50COSTCostco Wholesale CORP股票-非周期性消费0.48%—+0.58%
1–50 of 155

本季持股变动

Alchemi Wealth, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Wisdomtree Dy Inter Eq Fd-us (DDWM); 新建仓: Wisdmtree Emerg Mkt Ex-st Ow (XSOE); 清仓: Wisdomtree Interest Rate Hed (HYZD); 新建仓: C&s Infra Opp Active ETF (CSIO); 清仓: Zscaler INC (ZS).

Alchemi Wealth, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1XOMExxon Mobil CORP+0.5%-2.80%减仓
2XLISs Industrial Select Sector+0.3%+52.68%加仓
3CVXChevron CORP+0.3%+29.35%加仓
4FEGEFirst Eagle Gl Equity ETF+0.3%+39.77%加仓
5DUKDuke Energy CORP+0.2%+2.11%加仓
6INTFIshares International Equity+0.2%+4.02%加仓
7XLESs Energy Select Sector+0.1%+1.54%加仓
8PSXPhillips 66+0.1%+1.42%加仓
9JNJJohnson & Johnson+0.1%+0.43%加仓
10SMHVaneck Semiconductor ETF+0.1%+13.77%加仓
11CGCBCap Group Core Bond+0.1%+29.49%加仓
12WTVWisdomtree U.s. Value Fund+0.1%+12.47%加仓
13CGMSCap Group US Multi-sect Bond+0.1%+29.53%加仓
14NJRNew Jersey Resources CORP+0.1%+0.40%加仓
15CATCaterpillar INC+0.1%-0.08%减仓
16GLWCorning INC+0.1%+3.95%加仓
17GEVGE Vernova INC+0.1%+1.38%加仓
18VZVerizon Communications INC+0.1%+0.22%加仓
19NVDANvidia CORP-0.1%+4.16%加仓
20BXBlackstone INC-0.1%-2.21%减仓
21SPYSs Spdr S&p 500 ETF Trust-us-0.1%-0.24%减仓
22VVisa Inc-class A Shares-0.1%-0.12%减仓
23GOOGAlphabet Inc-cl C-0.1%-1.23%减仓
24NFLXNetflix INC-0.1%-10.65%减仓
25CGGRCap Group Growth Equity-0.1%+2.21%加仓
26AXPAmerican Express Co-0.1%-0.67%减仓
27GOOGLAlphabet Inc-cl A-0.1%-0.67%减仓
28LLYEli Lilly & Co-0.1%+0.39%加仓
29BSTBlackrock Science & Tech Tr-0.2%+0.87%加仓
30AMZNAmazon.com INC-0.3%-0.24%减仓
31METAMeta Platforms Inc-class A-0.3%-3.32%减仓
32IHDGWisdomtree International Hed-0.4%-65.02%减仓
33TSLATesla INC-0.4%-1.52%减仓
34MSFTMicrosoft CORP-0.8%-0.82%减仓
35AAPLApple INC-1.1%-2.19%减仓
36DDWMWisdomtree Dy Inter Eq Fd-us—NEW新建仓
37XSOEWisdmtree Emerg Mkt Ex-st Ow—NEW新建仓
38HYZDWisdomtree Interest Rate Hed—EXIT清仓
39CSIOC&s Infra Opp Active ETF—NEW新建仓
40ZSZscaler INC—EXIT清仓
41GDXJVaneck Junior Gold Miners—NEW新建仓
42USINWt 7-10 Yr Ldr Trsy Fd—NEW新建仓
43ABTAbbott Laboratories—EXIT清仓
44AAAUGoldman Sachs Physical Gold—NEW新建仓
45EDConsolidated Edison INC—NEW新建仓
46DLRDigital Realty Trust INC—NEW新建仓
47XELXcel Energy INC—NEW新建仓
48SPTMSs Spdr P S&p 1500 Comp ETF—EXIT清仓
49RBLXRoblox CORP -class A—EXIT清仓
50VTVVanguard Value ETF—NEW新建仓

FAQ

Alchemi Wealth, LLC 是什么机构？属于哪种投资人类型？
Alchemi Wealth, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.8亿，分布在 155 个已申报仓位之中。
Alchemi Wealth, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Alchemi Wealth, LLC 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$2574.5万 (14.3%) 2. Nvidia CORP (NVDA) — US$800.6万 (4.4%) 3. Amazon.com INC (AMZN) — US$547.8万 (3.0%) 4. Ss Spdr Bb 1-3m T-bill ETF (BIL) — US$540.7万 (3.0%) 5. Microsoft CORP (MSFT) — US$474.9万 (2.6%)
Alchemi Wealth, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Alchemi Wealth, LLC 共进行了 50 项显著调整：新建仓 10 个仓位、加仓 20 个既有持股、减仓 15 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：新建仓: Wisdomtree Dy Inter Eq Fd-us (DDWM); 新建仓: Wisdmtree Emerg Mkt Ex-st Ow (XSOE); 清仓: Wisdomtree Interest Rate Hed (HYZD); 新建仓: C&s Infra Opp Active ETF (CSIO); 清仓: Zscaler INC (ZS)
Alchemi Wealth, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Alchemi Wealth, LLC 的主要板块分布如下： • Information Technology: 41.0% • Communication Services: 10.9% • Consumer Discretionary: 10.0% • Financials: 8.9% • Industrials: 8.6% • Energy: 5.1%

同行推荐

资产规模相近的机构

MG

Monument Group Wealth Advisors, LLC

申报总市值

US$1.8亿

43 stks

2026-03-31

集中度96.7
持仓稳定性6.1
行业集中度100.0

资产规模与本机构相差仅 0.0%

查看详情
HW

Heritage Wealth Management, LLC

申报总市值

US$1.8亿

168 stks

2024-06-30

集中度10.6
持仓稳定性0.0
行业集中度60.1

资产规模与本机构相差仅 0.0%

查看详情
CC

CrestPoint Capital Management, LLC

申报总市值

US$1.8亿

184 stks

2017-12-31

集中度4.0
持仓稳定性39.2
行业集中度47.7

资产规模与本机构相差仅 0.0%

查看详情

风格推荐

持仓风格相似的机构

AD

Adams Diversified Equity Fund, INC.

申报总市值

US$28.4亿

99 stks

2026-03-31

集中度10.3
持仓稳定性36.4
行业集中度68.6

前五大持仓重叠 4/5 档，同样重仓 Nvidia CORP

查看详情
FA

Fred Alger Management, LLC

申报总市值

US$227.7亿

525 stks

2026-03-31

集中度16.8
持仓稳定性32.2
行业集中度81.0

前五大持仓重叠 4/5 档，同样重仓 Nvidia CORP

查看详情
JC

Jpmorgan Chase & Co

申报总市值

US$1.6万亿

33,063 stks

2026-03-31

集中度3.5
持仓稳定性25.6
行业集中度47.2

前五大持仓重叠 4/5 档，同样重仓 Nvidia CORP

查看详情