Altium Investment Strategies LLC
CIK 2131949 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $69.4M
- 持仓
- 20
- 截至
- 2026年6月30日
按 13F 价值排名第 8579（共 9443） · 前 90.9%
投资组合价值同比（季度）：+104.2% 13F不披露现金
- 前十大持仓权重
- 94.15%
- 前二十五大持仓权重
- 100.00%
- 持仓高于 1%
- 10
- 有效持仓数量
- 6.2
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.27% 估计买入 $35902298 · 卖出 $659101
- 新仓位
- 7
- 增加
- 8
- 减少
- 1
- 已结清
- 0
行业细分
Consumer products
21.3%
Communication Services
0.7%
Retail
0.6%
Healthcare
0.2%
其他/未映射
77.2%
完整投资组合 20 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| FTSM First Trust Enhanced Short Maturity ETF | $16136074 | 23.24% | 269789 | $5027679 | 上涨 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $14807222 | 21.32% | 100702 | 上涨 ×1 | |||
| CLIP | $12356090 | 17.79% | 123364 | $5931579 | 上涨 ×1 | ||
| BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $10647811 | 15.33% | 475561 | $4557019 | 上涨 ×1 | ||
| BOXX | $3483258 | 5.02% | 29670 | $1339432 | 上涨 ×1 | ||
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $2497413 | 3.60% | 108725 | $-696892 | 下跌 ×1 | ||
| FSIG | $1650384 | 2.38% | 87600 | $484924 | 上涨 ×1 | ||
| FTCB | $1644863 | 2.37% | 79347 | $474291 | 上涨 ×1 | ||
| BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $1192396 | 1.72% | 54672 | $838925 | 上涨 ×1 | ||
| RPG | $963930 | 1.39% | 15875 | $151289 | |||
| RWL | $683319 | 0.98% | 5245 | $62521 | |||
| JBBB | $506481 | 0.73% | 10683 | 上涨 ×1 | |||
| FLRT | $502020 | 0.72% | 10743 | 上涨 ×1 | |||
| PFXF | $488482 | 0.70% | 27412 | 上涨 ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $471480 | 0.68% | 1328 | $52204 | |||
| AMZN Amazon.com, Inc. - Common Stock | $439404 | 0.63% | 1791 | $12465 | |||
| UJUL | $376904 | 0.54% | 9213 | 上涨 ×1 | |||
| MINT | $362253 | 0.52% | 3602 | 上涨 ×1 | |||
| PURR Hyperliquid Strategies Inc - Common Stock | $128350 | 0.18% | 17000 | 上涨 ×1 | |||
| GLNK | $105450 | 0.15% | 15000 | $24049 | 上涨 ×1 | ||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。