13F 机构持仓

ALBION FINANCIAL GROUP /UT

SALT LAKE CITY UT · SEC CIK 0001054677

2026Q22026Q1 更早 9 个季度 🔒
$15.50亿2026Q1 申报市值
734持仓数
43.7%前十大占比 · 第一大 13.1%
128 / 47新建仓 / 清仓
申报市值走势$17.26亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 13.1%
IWR 5.4%
AAPL 5.4%
GOOGL 3.4%
AMZN 3.3%
NVDA 3.2%
MSFT 3.0%
VGIT 2.4%
IJR 2.3%
VEU 2.1%

2026Q1 买入最多 按季末市值估算

C 加仓+$1,466.02万
PEP 加仓+$1,232.77万
VOO 加仓+$833.64万
IVW 加仓+$488.91万
CSCO 加仓+$388.92万

2026Q1 卖出最多 按季末市值估算

ORCL 减仓-$1,253.39万
APH 减仓-$876.93万
PWR 减仓-$851.92万
SPYM 减仓-$608.88万
FISV 减仓-$497.13万

2026Q1 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
AMP AMERIPRISE FINL INC $3.87万0.00%87 00.0% — 不变
GIS GENERAL MILLS INC $4.08万0.00%1,095 00.0% — 不变
COF CAPITAL ONE FINL CORP $4.09万0.00%224 4928.0% $8,953 加仓
MCO MOODYS CORP $4.14万0.00%95 00.0% — 不变
SGOV ISHARES TR $4.18万0.00%415 -591-58.7% -$5.95万 减仓
AVDV AMERICAN CENTY ETF TR $4.28万0.00%429 429— $4.28万 新建仓
NVS NOVARTIS AG $4.29万0.00%281 00.0% — 不变
SPIB SPDR SERIES TRUST $4.33万0.00%1,292 945272.3% $3.17万 加仓
COP CONOCOPHILLIPS $4.51万0.00%342 6222.1% $8,184 加仓
EXC EXELON CORP $4.52万0.00%923 232.6% $1,127 加仓
BA BOEING CO $4.60万0.00%231 00.0% — 不变
HUT HUT 8 CORP $4.69万0.00%1,000 1,000— $4.69万 新建仓
FDN FIRST TR EXCHANGE-TRADED FD $4.82万0.00%206 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $4.84万0.00%71 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $4.85万0.00%800 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $4.87万0.00%760 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $5.01万0.00%799 13720.7% $8,597 加仓
T AT&T INC $5.03万0.00%1,736 876101.9% $2.54万 加仓
CP CANADIAN PACIFIC KANSAS CITY $5.03万0.00%640 00.0% — 不变
IRM IRON MTN INC DEL $5.11万0.00%500 500— $5.11万 新建仓
VXF VANGUARD INDEX FDS $5.14万0.00%250 00.0% — 不变
— CLEARONE INC $5.15万0.00%14,465 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $5.15万0.00%132 3637.5% $1.41万 加仓
JEF JEFFERIES FINANCIAL GROUP IN $5.20万0.00%1,260 00.0% — 不变
MDY STATE STR SPDR S&P MIDCAP 40 $5.27万0.00%85 00.0% — 不变
SKYY FIRST TR EXCHANGE-TRADED FD $5.34万0.00%488 00.0% — 不变
CB CHUBB LTD SWITZ $5.35万0.00%164 -15-8.4% -$4,889 减仓
VIRT VIRTU FINL INC $5.50万0.00%1,250 00.0% — 不变
VNQ VANGUARD INDEX FDS $5.56万0.00%627 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $5.69万0.00%131 00.0% — 不变
EMXC ISHARES INC $5.78万0.00%735 00.0% — 不变
BNY BANK NEW YORK MELLON CORP $5.93万0.00%500 500— $5.93万 新建仓
PLD PROLOGIS INC. $5.93万0.00%449 -28-5.9% -$3,701 减仓
AKRE PROFESIONALLY MANAGED PORTFO $6.00万0.00%1,136 00.0% — 不变
ET ENERGY TRANSFER L P $6.03万0.00%3,122 541.8% $1,042 加仓
IWP ISHARES TR $6.03万0.00%471 00.0% — 不变
GENB GENERATE BIOMEDICINES INC $6.07万0.00%4,854 4,854— $6.07万 新建仓
BN BROOKFIELD CORP $6.07万0.00%1,500 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $6.17万0.00%762 00.0% — 不变
VTEB VANGUARD MUN BD FDS $6.48万0.00%1,298 -2,477-65.6% -$12.36万 减仓
POET POET TECHNOLOGIES INC $6.53万0.00%11,000 1,00010.0% $5,940 加仓
MMM 3M CO $6.54万0.00%450 00.0% — 不变
AVUV AMERICAN CENTY ETF TR $6.63万0.00%600 600— $6.63万 新建仓
SHEL SHELL PLC $6.78万0.00%729 273.8% $2,511 加仓
GNRC GENERAC HLDGS INC $6.84万0.00%350 -100-22.2% -$1.95万 减仓
EQIX EQUINIX INC $6.96万0.00%71 -104-59.4% -$10.19万 减仓
WM WASTE MGMT INC DEL $6.99万0.00%304 10049.0% $2.30万 加仓
CAT CATERPILLAR INC $7.08万0.00%100 00.0% — 不变
VDC VANGUARD WORLD FD $7.46万0.00%332 00.0% — 不变
IWF ISHARES TR $7.49万0.00%176 135329.3% $5.74万 加仓
CCL CARNIVAL CORP $7.63万0.00%2,947 2,7471,373.5% $7.11万 加仓
SPGI S&P GLOBAL INC $7.66万0.00%180 2012.5% $8,507 加仓
VYM VANGUARD WHITEHALL FDS $7.85万0.01%530 530— $7.85万 新建仓
ASML ASML HLDG NV $7.92万0.01%60 1430.4% $1.85万 加仓
CMCSA COMCAST CORP NEW $8.00万0.01%2,788 2,040272.7% $5.86万 加仓
GILD GILEAD SCIENCES INC $8.04万0.01%577 00.0% — 不变
FSEP FIRST TR EXCHNG TRADED FD VI $8.05万0.01%1,600 00.0% — 不变
— DIMENSIONAL ETF TRUST $8.12万0.01%1,301 00.0% — 不变
JPSE J P MORGAN EXCHANGE TRADED F $8.25万0.01%1,573 00.0% — 不变
XLU SELECT SECTOR SPDR TR $8.42万0.01%1,834 1,158171.3% $5.31万 加仓
AAOI APPLIED OPTOELECTRONICS INC $8.46万0.01%1,000 1,000— $8.46万 新建仓
VRSK VERISK ANALYTICS INC $8.54万0.01%450 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $8.55万0.01%306 -1,060-77.6% -$29.60万 减仓
NFLX NETFLIX INC. $8.56万0.01%890 24036.9% $2.31万 加仓
ADM ARCHER DANIELS MIDLAND CO $8.78万0.01%1,208 00.0% — 不变
PFF ISHARES TR $8.94万0.01%2,950 00.0% — 不变
SYY SYSCO CORP $9.22万0.01%1,292 00.0% — 不变
XLRE SELECT SECTOR SPDR TR $9.24万0.01%2,262 -995-30.5% -$4.06万 减仓
WMB WILLIAMS COS INC $9.36万0.01%1,286 1028.6% $7,424 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $9.39万0.01%1,000 -50-4.8% -$4,694 减仓
VB VANGUARD INDEX FDS $9.43万0.01%360 00.0% — 不变
TRV TRAVELERS COMPANIES INC $9.45万0.01%324 154.9% $4,375 加仓
QSPT FIRST TR EXCHNG TRADED FD VI $9.80万0.01%3,200 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $9.90万0.01%1,000 1,000— $9.90万 新建仓
DAL DELTA AIR LINES INC $10.12万0.01%1,523 1,000191.2% $6.65万 加仓
YUM YUM BRANDS INC $10.20万0.01%656 9015.9% $1.40万 加仓
IJJ ISHARES TR $10.27万0.01%775 00.0% — 不变
NBIS NEBIUS GROUP N.V. $10.38万0.01%1,000 00.0% — 不变
RIO RIO TINTO PLC $10.42万0.01%1,117 -96-7.9% -$8,956 减仓
UL UNILEVER PLC $10.68万0.01%1,875 1,688902.7% $9.62万 加仓
JPME J P MORGAN EXCHANGE TRADED F $10.72万0.01%936 00.0% — 不变
IGIB ISHARES TR $10.73万0.01%2,017 -800-28.4% -$4.26万 减仓
TMC TMC THE METALS COMPANY INC $10.83万0.01%23,185 23,185— $10.83万 新建仓
IVV ISHARES TR $10.85万0.01%166 4840.7% $3.14万 加仓
TTEK TETRA TECH INC NEW $10.92万0.01%3,625 00.0% — 不变
FISV FISERV INC $11.02万0.01%1,974 -89,090-97.8% -$497.13万 减仓
FAN FIRST TR EXCHANGE-TRADED FD $11.21万0.01%4,530 00.0% — 不变
EFA ISHARES TR $11.37万0.01%1,171 00.0% — 不变
ALL ALLSTATE CORP $11.45万0.01%552 00.0% — 不变
RGTI RIGETTI COMPUTING INC $11.62万0.01%8,277 7,277727.7% $10.22万 加仓
AVIG AMERICAN CENTY ETF TR $11.65万0.01%2,805 2,805— $11.65万 新建仓
VTEC VANGUARD CALIF TAX FREE FDS $11.74万0.01%1,185 00.0% — 不变
STX SEAGATE TECHNOLOGY HLDNGS PL $12.42万0.01%317 00.0% — 不变
MA MASTERCARD INCORPORATED $12.44万0.01%249 3415.8% $1.70万 加仓
LHX L3HARRIS TECHNOLOGIES INC $13.25万0.01%384 -14-3.5% -$4,832 减仓
NXPI NXP SEMICONDUCTORS N V $13.58万0.01%690 00.0% — 不变
DE DEERE & CO $14.76万0.01%262 -26-9.0% -$1.46万 减仓
AMD ADVANCED MICRO DEVICES INC $15.11万0.01%743 -50-6.3% -$1.02万 减仓
FTCS FIRST TR EXCHANGE-TRADED FD $15.12万0.01%1,630 00.0% — 不变
WMT WALMART INC $15.32万0.01%1,233 25526.1% $3.17万 加仓