ALBION FINANCIAL GROUP /UT
SALT LAKE CITY UT · SEC CIK 0001054677
$17.26亿2026Q2 申报市值
647持仓数
42.6%前十大占比 · 第一大 13.7%
22 / 120新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SGOV 加仓+$3,563.30万
SPYM 加仓+$1,242.16万
HONA 新建仓+$642.38万
SCHD 加仓+$485.41万
VOO 加仓+$399.79万
2026Q2 卖出最多 按季末市值估算
IWR 减仓-$3,722.51万
HON 减仓-$647.37万
PEP 减仓-$560.37万
AVGO 减仓-$517.44万
IVW 减仓-$506.11万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $2.37亿 | 13.73% | 345,129 | 5,821 | 1.7% | $399.79万 | 加仓 |
| AAPL | APPLE INC | $9,539.93万 | 5.53% | 329,691 | 1,994 | 0.6% | $57.70万 | 加仓 |
| GOOGL | ALPHABET INC | $6,700.54万 | 3.88% | 187,496 | 1,743 | 0.9% | $62.29万 | 加仓 |
| AMZN | AMAZON COM INC | $5,821.70万 | 3.37% | 244,260 | -2,470 | -1.0% | -$58.87万 | 减仓 |
| IWR | ISHARES TR | $5,736.02万 | 3.32% | 519,943 | -337,428 | -39.4% | -$3,722.51万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,602.82万 | 3.25% | 280,015 | -7,202 | -2.5% | -$144.10万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,655.12万 | 2.70% | 124,796 | -2,713 | -2.1% | -$101.20万 | 减仓 |
| IJR | ISHARES TR | $4,137.98万 | 2.40% | 279,009 | -3,559 | -1.3% | -$52.78万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3,952.13万 | 2.29% | 670,080 | 34,044 | 5.4% | $200.79万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,721.45万 | 2.16% | 444,352 | 1,987 | 0.4% | $16.64万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,692.67万 | 2.14% | 1,164,512 | 153,079 | 15.1% | $485.41万 | 加仓 |
| SGOV | ISHARES TR | $3,567.47万 | 2.07% | 354,373 | 353,958 | 85,291.1% | $3,563.30万 | 加仓 |
| CSCO | CISCO SYS INC | $3,414.38万 | 1.98% | 290,685 | -41,783 | -12.6% | -$490.78万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,141.99万 | 1.82% | 397,569 | 15,810 | 4.1% | $124.95万 | 加仓 |
| AVGO | BROADCOM INC | $3,092.42万 | 1.79% | 81,864 | -13,698 | -14.3% | -$517.44万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $3,049.11万 | 1.77% | 603,903 | 26,168 | 4.5% | $132.12万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $3,041.48万 | 1.76% | 676,034 | 31,158 | 4.8% | $140.18万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3,016.71万 | 1.75% | 92,161 | 80 | 0.1% | $2.62万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,843.50万 | 1.65% | 38,077 | -15 | -0.0% | -$1.12万 | 减仓 |
| BLK | BLACKROCK INC | $2,429.69万 | 1.41% | 25,268 | 58 | 0.2% | $5.58万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,368.79万 | 1.37% | 32,167 | -348 | -1.1% | -$25.63万 | 减仓 |
| V | VISA INC | $2,325.09万 | 1.35% | 67,769 | -169 | -0.2% | -$5.80万 | 减仓 |
| IBB | ISHARES TR | $2,275.35万 | 1.32% | 119,635 | -512 | -0.4% | -$9.74万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,056.86万 | 1.19% | 21,987 | 118 | 0.5% | $11.04万 | 加仓 |
| GE | GE AEROSPACE | $1,984.06万 | 1.15% | 53,088 | 91 | 0.2% | $3.40万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,926.72万 | 1.12% | 38,504 | 158 | 0.4% | $7.91万 | 加仓 |
| PWR | QUANTA SVCS INC | $1,894.94万 | 1.10% | 26,317 | 172 | 0.7% | $12.38万 | 加仓 |
| C | CITIGROUP INC | $1,884.91万 | 1.09% | 134,675 | 5,354 | 4.1% | $74.93万 | 加仓 |
| TJX | TJX COS INC NEW | $1,690.22万 | 0.98% | 111,566 | -1,966 | -1.7% | -$29.78万 | 减仓 |
| APH | AMPHENOL CORP | $1,603.08万 | 0.93% | 90,919 | -76 | -0.1% | -$1.34万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,578.33万 | 0.91% | 66,703 | 8,601 | 14.8% | $203.52万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,503.89万 | 0.87% | 147,166 | 1,387 | 1.0% | $14.17万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,445.72万 | 0.84% | 28,377 | -161 | -0.6% | -$8.20万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,410.32万 | 0.82% | 160,482 | 141,347 | 738.7% | $1,242.16万 | 加仓 |
| GEV | GE VERNOVA INC | $1,397.61万 | 0.81% | 11,896 | -79 | -0.7% | -$9.28万 | 减仓 |
| HD | HOME DEPOT INC | $1,335.29万 | 0.77% | 37,861 | 950 | 2.6% | $33.50万 | 加仓 |
| META | META PLATFORMS INC | $1,310.24万 | 0.76% | 23,260 | -51 | -0.2% | -$2.87万 | 减仓 |
| JUST | GOLDMAN SACHS ETF TR | $1,263.62万 | 0.73% | 118,433 | 1,223 | 1.0% | $13.05万 | 加仓 |
| MS | MORGAN STANLEY | $1,246.27万 | 0.72% | 59,619 | -247 | -0.4% | -$5.16万 | 减仓 |
| MUB | ISHARES TR | $1,244.27万 | 0.72% | 115,617 | 1,835 | 1.6% | $19.75万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,217.71万 | 0.71% | 168,751 | 1,272 | 0.8% | $9.18万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,211.39万 | 0.70% | 24,162 | -166 | -0.7% | -$8.32万 | 减仓 |
| DIS | DISNEY WALT CO | $1,056.29万 | 0.61% | 109,744 | 3,767 | 3.6% | $36.26万 | 加仓 |
| PEP | PEPSICO INC | $1,031.57万 | 0.60% | 76,187 | -41,386 | -35.2% | -$560.37万 | 减仓 |
| TXN | TEXAS INSTRS INC | $904.24万 | 0.52% | 30,337 | 684 | 2.3% | $20.39万 | 加仓 |
| PWRD | TCW ETF TRUST | $887.97万 | 0.51% | 72,216 | 569 | 0.8% | $7.00万 | 加仓 |
| PABU | ISHARES TR | $881.21万 | 0.51% | 115,661 | 3,887 | 3.5% | $29.61万 | 加仓 |
| AMGN | AMGEN INC | $878.74万 | 0.51% | 24,267 | 171 | 0.7% | $6.19万 | 加仓 |
| UNP | UNION PAC CORP | $857.36万 | 0.50% | 31,520 | 153 | 0.5% | $4.16万 | 加仓 |
| DGRW | WISDOMTREE TR | $815.34万 | 0.47% | 85,269 | -10 | -0.0% | -$956 | 减仓 |
| QCOM | QUALCOMM INC | $805.54万 | 0.47% | 43,592 | 299 | 0.7% | $5.53万 | 加仓 |
| MCD | MCDONALDS CORP | $758.26万 | 0.44% | 28,051 | -84 | -0.3% | -$2.27万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $751.40万 | 0.44% | 64,349 | 1,193 | 1.9% | $13.93万 | 加仓 |
| SO | SOUTHERN CO | $736.76万 | 0.43% | 76,979 | 644 | 0.8% | $6.16万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $724.75万 | 0.42% | 34,013 | -16,135 | -32.2% | -$343.81万 | 减仓 |
| SHE | SPDR SERIES TRUST | $716.72万 | 0.42% | 46,408 | 1,716 | 3.8% | $26.50万 | 加仓 |
| HON | HONEYWELL INTL INC | $656.62万 | 0.38% | 29,326 | -28,913 | -49.6% | -$647.37万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $642.38万 | 0.37% | 29,057 | 29,057 | — | $642.38万 | 新建仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $625.74万 | 0.36% | 112,200 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $616.39万 | 0.36% | 120,860 | 4,115 | 3.5% | $20.99万 | 加仓 |
| CRM | SALESFORCE INC | $540.72万 | 0.31% | 34,515 | 4,601 | 15.4% | $72.08万 | 加仓 |
| AFL | AFLAC INC | $532.26万 | 0.31% | 45,395 | 686 | 1.5% | $8.04万 | 加仓 |
| DVY | ISHARES TR | $514.93万 | 0.30% | 32,945 | -37 | -0.1% | -$5,783 | 减仓 |
| MDT | MEDTRONIC PLC | $494.70万 | 0.29% | 63,236 | -3,966 | -5.9% | -$31.03万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $484.84万 | 0.28% | 43,825 | 480 | 1.1% | $5.31万 | 加仓 |
| ABBV | ABBVIE INC | $474.35万 | 0.27% | 18,850 | 50 | 0.3% | $1.26万 | 加仓 |
| GOOG | ALPHABET INC | $468.48万 | 0.27% | 13,259 | 146 | 1.1% | $5.16万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $457.13万 | 0.26% | 88,112 | 1,180 | 1.4% | $6.12万 | 加仓 |
| PAYX | PAYCHEX INC | $455.56万 | 0.26% | 46,330 | 2,191 | 5.0% | $21.54万 | 加仓 |
| TGT | TARGET CORP | $417.79万 | 0.24% | 31,987 | 270 | 0.9% | $3.53万 | 加仓 |
| MRK | MERCK & CO INC | $392.50万 | 0.23% | 30,544 | 239 | 0.8% | $3.07万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $381.34万 | 0.22% | 26,005 | 200 | 0.8% | $2.93万 | 加仓 |
| CVX | CHEVRON CORPORATION | $374.75万 | 0.22% | 22,608 | 911 | 4.2% | $15.10万 | 加仓 |
| DMXF | ISHARES TR | $327.08万 | 0.19% | 38,662 | 168 | 0.4% | $1.42万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $281.48万 | 0.16% | 11,083 | 644 | 6.2% | $16.36万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $268.59万 | 0.16% | 24,468 | 10,311 | 72.8% | $113.18万 | 加仓 |
| IVW | ISHARES TR | $250.91万 | 0.15% | 18,244 | -36,800 | -66.9% | -$506.11万 | 减仓 |
| TSLA | TESLA INC | $249.67万 | 0.14% | 5,936 | -18 | -0.3% | -$7,571 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $247.83万 | 0.14% | 61,511 | 5,630 | 10.1% | $22.68万 | 加仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $243.31万 | 0.14% | 52,785 | 3,970 | 8.1% | $18.30万 | 加仓 |
| GPC | GENUINE PARTS CO | $233.47万 | 0.14% | 19,789 | 2,317 | 13.3% | $27.34万 | 加仓 |
| NNN | NNN REIT INC | $225.88万 | 0.13% | 48,545 | 2,180 | 4.7% | $10.14万 | 加仓 |
| EWC | ISHARES INC | $224.80万 | 0.13% | 39,000 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $216.14万 | 0.13% | 9,272 | -214 | -2.3% | -$4.99万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $198.31万 | 0.11% | 5,359 | 695 | 14.9% | $25.72万 | 加仓 |
| CRBN | ISHARES TR | $185.78万 | 0.11% | 7,344 | 26 | 0.4% | $6,577 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $180.88万 | 0.10% | 104,251 | 822 | 0.8% | $1.43万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $176.65万 | 0.10% | 162,964 | 22,169 | 15.7% | $24.03万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $163.33万 | 0.09% | 5,808 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $161.12万 | 0.09% | 64,474 | 5,592 | 9.5% | $13.97万 | 加仓 |
| ECL | ECOLAB INC | $149.55万 | 0.09% | 5,368 | -59 | -1.1% | -$1.64万 | 减仓 |
| LLY | ELI LILLY & CO | $149.45万 | 0.09% | 1,246 | 104 | 9.1% | $12.47万 | 加仓 |
| AMLP | ALPS ETF TR | $144.63万 | 0.08% | 27,893 | 1,986 | 7.7% | $10.30万 | 加仓 |
| — | EXXON MOBIL CORP | $142.89万 | 0.08% | 10,451 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $139.75万 | 0.08% | 10,215 | -8 | -0.1% | -$1,094 | 减仓 |
| ABT | ABBOTT LABORATORIES | $138.44万 | 0.08% | 15,256 | 264 | 1.8% | $2.40万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $134.96万 | 0.08% | 10,160 | 2,334 | 29.8% | $31.00万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $128.73万 | 0.07% | 10,019 | -64 | -0.6% | -$8,223 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $128.49万 | 0.07% | 9,766 | 7 | 0.1% | $921 | 加仓 |
| VGT | VANGUARD WORLD FD | $124.75万 | 0.07% | 10,438 | 606 | 6.2% | $7.24万 | 加仓 |