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 |
|---|---|---|---|---|---|---|---|---|
| VSH | VISHAY INTERTECHNOLOGY INC | $1.96万 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| LVHD | LEGG MASON ETF INVT | $2.01万 | 0.00% | 456 | -55 | -10.8% | -$2,420 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $2.01万 | 0.00% | 52 | -4 | -7.1% | -$1,547 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $2.07万 | 0.00% | 501 | 313 | 166.5% | $1.29万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $2.09万 | 0.00% | 150 | -95 | -38.8% | -$1.32万 | 减仓 |
| CAI | CARIS LIFE SCIENCES INC | $2.10万 | 0.00% | 1,178 | 500 | 73.7% | $8,910 | 加仓 |
| VLO | VALERO ENERGY CORP | $2.14万 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $2.18万 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $2.18万 | 0.00% | 361 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $2.19万 | 0.00% | 537 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $2.20万 | 0.00% | 437 | 0 | 0.0% | — | 不变 |
| ALMU | AELUMA INC | $2.21万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $2.21万 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $2.22万 | 0.00% | 600 | 520 | 650.0% | $1.92万 | 加仓 |
| — | GROWGENERATION CORP | $2.22万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $2.23万 | 0.00% | 101 | 86 | 573.3% | $1.90万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $2.24万 | 0.00% | 65 | 56 | 622.2% | $1.93万 | 重新持有 |
| SAN | BANCO SANTANDER SA | $2.27万 | 0.00% | 1,647 | -63 | -3.7% | -$869 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.29万 | 0.00% | 186 | -14 | -7.0% | -$1,724 | 减仓 |
| SMR | NUSCALE PWR CORP | $2.32万 | 0.00% | 2,310 | 0 | 0.0% | — | 不变 |
| CDL | VICTORY PORTFOLIOS II | $2.33万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| PBW | INVESCO EXCHANGE TRADED FD T | $2.33万 | 0.00% | 597 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $2.33万 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $2.34万 | 0.00% | 1,066 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO EXCH TRADED FD TR II | $2.51万 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $2.54万 | 0.00% | 94 | 70 | 291.7% | $1.89万 | 重新持有 |
| VTV | VANGUARD INDEX FDS | $2.55万 | 0.00% | 117 | -22 | -15.8% | -$4,794 | 减仓 |
| IWS | ISHARES TR | $2.67万 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $2.68万 | 0.00% | 598 | 0 | 0.0% | — | 不变 |
| — | NUVEEN REAL ESTATE INCOME FD | $2.70万 | 0.00% | 3,208 | 3,208 | — | $2.70万 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $2.73万 | 0.00% | 395 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $2.82万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $2.83万 | 0.00% | 662 | -137 | -17.1% | -$5,847 | 减仓 |
| CPAY | CORPAY INC | $2.83万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $2.86万 | 0.00% | 310 | -10 | -3.1% | -$923 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $2.89万 | 0.00% | 2,328 | 2,328 | — | $2.89万 | 新建仓 |
| — | WELLS FARGO & CO | $2.89万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $2.97万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $3.00万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $3.03万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $3.06万 | 0.00% | 676 | -1,158 | -63.1% | -$5.25万 | 减仓 |
| FTV | FORTIVE CORP | $3.09万 | 0.00% | 505 | -14 | -2.7% | -$855 | 减仓 |
| VLTO | VERALTO CORP | $3.12万 | 0.00% | 352 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $3.17万 | 0.00% | 597 | 83 | 16.1% | $4,408 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $3.21万 | 0.00% | 258 | -40,279 | -99.4% | -$501.86万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $3.23万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $3.23万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $3.36万 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $3.36万 | 0.00% | 148 | -38 | -20.4% | -$8,625 | 减仓 |
| KB | KB FINL GROUP INC | $3.38万 | 0.00% | 322 | 322 | — | $3.38万 | 新建仓 |
| MET | METLIFE INC | $3.38万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $3.40万 | 0.00% | 138 | 54 | 64.3% | $1.33万 | 加仓 |
| CTVA | CORTEVA INC | $3.40万 | 0.00% | 402 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS TOTAL RETURN | $3.42万 | 0.00% | 3,018 | 62 | 2.1% | $702 | 加仓 |
| AZN | ASTRAZENECA PLC | $3.43万 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $3.45万 | 0.00% | 83 | 55 | 196.4% | $2.29万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $3.53万 | 0.00% | 176 | -48 | -21.4% | -$9,616 | 减仓 |
| COP | CONOCOPHILLIPS | $3.56万 | 0.00% | 342 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $3.56万 | 0.00% | 750 | -22 | -2.8% | -$1,046 | 减仓 |
| EMR | EMERSON ELEC CO | $3.59万 | 0.00% | 251 | 215 | 597.2% | $3.08万 | 重新持有 |
| T | AT&T INC | $3.59万 | 0.00% | 1,736 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $3.61万 | 0.00% | 2,600 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $3.62万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $3.65万 | 0.00% | 1,260 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $3.73万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $3.74万 | 0.00% | 1,076 | -19 | -1.7% | -$661 | 减仓 |
| IEF | ISHARES TR | $3.77万 | 0.00% | 399 | 399 | — | $3.77万 | 新建仓 |
| CMI | CUMMINS INC | $3.78万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $3.80万 | 0.00% | 1,608 | -60 | -3.6% | -$1,417 | 减仓 |
| PPG | PPG INDS INC | $3.86万 | 0.00% | 318 | -14 | -4.2% | -$1,698 | 减仓 |
| AMP | AMERIPRISE FINL INC | $3.99万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| UDR | UDR INC | $3.99万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $4.07万 | 0.00% | 310 | -10 | -3.1% | -$1,311 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $4.25万 | 0.00% | 120 | 104 | 650.0% | $3.68万 | 加仓 |
| MCO | MOODYS CORP | $4.30万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $4.34万 | 0.00% | 522 | 522 | — | $4.34万 | 新建仓 |
| STT | STATE STR CORP | $4.34万 | 0.00% | 256 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $4.40万 | 0.00% | 281 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $4.48万 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $4.58万 | 0.00% | 313 | -158 | -33.5% | -$2.31万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $4.61万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| — | CLEARONE INC | $4.82万 | 0.00% | 14,465 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $4.82万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $4.90万 | 0.00% | 523 | -1,000 | -65.7% | -$9.37万 | 减仓 |
| BA | BOEING CO | $5.00万 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $5.07万 | 0.00% | 1,125 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $5.09万 | 0.00% | 950 | 940 | 9,400.0% | $5.04万 | 加仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $5.12万 | 0.00% | 1,082 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $5.31万 | 0.00% | 39 | 35 | 875.0% | $4.76万 | 加仓 |
| IONQ | IONQ INC | $5.33万 | 0.00% | 1,000 | 0 | 0.0% | — | 重新持有 |
| VEA | VANGUARD TAX-MANAGED FDS | $5.42万 | 0.00% | 760 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $5.44万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $5.44万 | 0.00% | 702 | -27 | -3.7% | -$2,094 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $5.45万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $5.54万 | 0.00% | 607 | 607 | — | $5.54万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $5.55万 | 0.00% | 640 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $6.01万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $6.04万 | 0.00% | 1,136 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $6.05万 | 0.00% | 627 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $6.07万 | 0.00% | 3,174 | 52 | 1.7% | $994 | 加仓 |