申报总市值
US$2.2亿
申报季度: 2026-03-31 · 持股只数: 28
Altus Wealth Management, LLC在最新一期 13F 报告中披露了 28 项持股，申报期为 2026-03-31，总持股市值约为 US$2.2亿，季度换手率为 11.0%。
加仓 IJH
+26.4% US$693.5万
加仓 IQLT
+3.8% US$120.4万
减仓 QQQ
-0.7% -US$263.6万
加仓 DGRO
+0.4% US$45.3万
加仓 EQWL
+1.9% -US$20.4万
减仓 VTI
+0.1% -US$211.2万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 21.44% | -0.26% | +0.12% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 16.41% | -0.64% | -0.66% | |
| 3 | EQWL | Invesco S&p 100 Equal Weight | ETF-其他 | 15.81% | +0.38% | +1.95% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 13.78% | +0.61% | +0.39% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 13.60% | +3.40% | +26.39% | |
| 6 | IQLT | Ishares Msci International Q | ETF-其他 | 10.16% | +0.82% | +3.78% | |
| 7 | IGEB | Ishares Investment Grade Sys | ETF-投资级公司债 | 1.40% | +0.08% | +4.49% | |
| 8 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 1.39% | +0.09% | +5.06% | |
| 9 | JPIE | Jpmorgan Income ETF | ETF-其他 | 1.12% | +0.08% | +4.73% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.75% | -0.02% | -1.33% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.45% | +0.07% | +14.93% | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.43% | -0.06% | -7.01% | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.35% | -0.01% | +2.58% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.35% | -0.03% | -2.47% | |
| 15 | AAPL | Apple INC | 股票-科技 | 0.32% | -0.11% | -22.16% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.29% | -0.02% | — | |
| 17 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.22% | +0.01% | — | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.22% | -0.07% | -4.69% | |
| 19 | TSLA | Tesla INC | 股票-周期性消费 | 0.18% | +0.01% | +28.01% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.18% | -0.04% | -11.20% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.18% | +0.01% | -0.03% | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.17% | -0.04% | -14.12% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.17% | +0.01% | — | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.15% | -0.02% | +2.57% | |
| 25 | AVGO | Broadcom INC | 股票-科技 | 0.14% | -0.04% | -15.08% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.12% | -0.04% | -22.36% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.11% | — | — | |
| 28 | TM | Toyota Motor CORP -spon Adr | 股票-周期性消费 | 0.09% | — | — |
Q3 2026表现
+4.4%
近4个季度表现
+21%
基于可获取价格的持仓（占申报价值的67%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 28 | US$2.2亿 | 11 | |
| 2025-12-31 | 30 | US$2.3亿 | 4 | |
| 2025-09-30 | 28 | US$2.3亿 | 62 | |
| 2025-06-30 | 30 | US$2.1亿 | 0 | |
| 2025-03-31 | 41 | US$2.1亿 | 100 | |
| 2024-12-31 | 41 | US$2.2亿 | 0 | |
| 2024-09-30 | 40 | US$2.1亿 | 0 | |
| 2024-06-30 | 42 | US$2.1亿 | 0 | |
| 2024-03-31 | 41 | US$1.9亿 | 0 | |
| 2023-12-31 | 39 | US$1.7亿 | 0 | |
| 2023-09-30 | 36 | US$1.4亿 | 0 | |
| 2023-06-30 | 30 | US$1.3亿 | 0 | |
| 2023-03-31 | 30 | US$1.2亿 | 0 | |
| 2022-12-31 | 29 | US$1.1亿 | 0 | |
| 2022-09-30 | 32 | US$1.2亿 | 0 | |
| 2022-06-30 | 36 | US$1.3亿 | 0 | |
| 2022-03-31 | 38 | US$1.5亿 | 0 | |
| 2021-12-31 | 36 | US$1.7亿 | 0 | |
| 2021-09-30 | 36 | US$1.6亿 | 0 | |
| 2021-06-30 | 36 | US$1.6亿 | 95 | |
| 2021-03-31 | 34 | US$1.4亿 | 21 | |
| 2020-12-31 | 33 | US$1.3亿 | 19 | |
| 2020-09-30 | 33 | US$1.1亿 | 22 | |
| 2020-06-30 | 30 | US$8975.6万 | 35 | |
| 2020-03-31 | 25 | US$6995.5万 | 52 | |
| 2019-12-31 | 34 | US$1.0亿 | 0 |
Altus Wealth Management, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Ishares Expanded Tech-softwa (IGV); 清仓: Visa Inc-class A Shares (V); 加仓: Ishares Core S&p Midcap ETF (IJH) — 股数 +26.39%; 加仓: Ishares Msci International Q (IQLT) — 股数 +3.78%; 减仓: Invesco Qqq Trust Series 1 (QQQ) — 股数 -0.66%.