13F 机构持仓

ALBION FINANCIAL GROUP /UT

SALT LAKE CITY UT · SEC CIK 0001054677

2026Q22026Q1 更早 9 个季度 🔒
$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
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 13.7%
AAPL 5.5%
GOOGL 3.9%
AMZN 3.4%
IWR 3.3%
NVDA 3.2%
MSFT 2.7%
IJR 2.4%
VGIT 2.3%
VEU 2.2%

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
VXF VANGUARD INDEX FDS $6.16万0.00%250 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $6.18万0.00%762 00.0% — 不变
JEF JEFFERIES FINANCIAL GROUP IN $6.30万0.00%1,260 00.0% — 不变
IRM IRON MTN INC DEL $6.32万0.00%500 00.0% — 不变
BB BLACKBERRY LTD $6.33万0.00%5,000 5,000— $6.33万 新建仓
NFLX NETFLIX INC. $6.35万0.00%890 00.0% — 不变
BN BROOKFIELD CORP $6.39万0.00%1,500 00.0% — 不变
VTEB VANGUARD MUN BD FDS $6.57万0.00%1,298 00.0% — 不变
SKYY FIRST TR EXCHANGE-TRADED FD $6.57万0.00%488 00.0% — 不变
CMCSA COMCAST CORP NEW $6.75万0.00%2,748 -40-1.4% -$982 减仓
WM WASTE MGMT INC DEL $6.78万0.00%304 00.0% — 不变
PSX PHILLIPS 66 $6.91万0.00%409 311317.3% $5.26万 加仓
BNY BANK OF NY MELLON CORP $7.23万0.00%500 00.0% — 不变
MMM 3M CO $7.29万0.00%450 00.0% — 不变
GILD GILEAD SCIENCES INC $7.29万0.00%577 00.0% — 不变
VIRT VIRTU FINL INC $7.45万0.00%1,250 00.0% — 不变
VDC VANGUARD WORLD FD $7.49万0.00%332 00.0% — 不变
EMXC ISHARES INC $7.52万0.00%735 00.0% — 不变
FISV FISERV INC $7.89万0.00%1,609 -365-18.5% -$1.79万 减仓
CB CHUBB LIMITED $7.91万0.00%232 6841.5% $2.32万 加仓
PLD PROLOGIS INC. $8.03万0.00%593 14432.1% $1.95万 加仓
VRSK VERISK ANALYTICS INC $8.08万0.00%450 00.0% — 不变
GENB GENERATE BIOMEDICINES INC $8.19万0.00%4,854 00.0% — 不变
LRCX LAM RESEARCH CORP $8.28万0.00%191 99107.6% $4.29万 加仓
FSEP FIRST TR EXCHNG TRADED FD VI $8.81万0.01%1,600 00.0% — 不变
PFF ISHARES TR $8.99万0.01%2,950 00.0% — 不变
— DIMENSIONAL ETF TRUST $9.09万0.01%1,301 00.0% — 不变
ADM ARCHER DANIELS MIDLAND CO $9.23万0.01%1,208 00.0% — 不变
SPGI S&P GLOBAL INC $9.29万0.01%228 4826.7% $1.95万 加仓
JPSE J P MORGAN EXCHANGE TRADED F $9.46万0.01%1,573 00.0% — 不变
WMB WILLIAMS COS INC $9.55万0.01%1,284 -2-0.2% -$149 减仓
LIN LINDE PLC $9.86万0.01%190 113146.8% $5.86万 加仓
XLRE SELECT SECTOR SPDR TR $9.96万0.01%2,262 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $10.07万0.01%132 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $10.23万0.01%412 10634.6% $2.63万 加仓
GNRC GENERAC HLDGS INC $10.25万0.01%350 00.0% — 不变
TMC TMC THE METALS COMPANY INC $10.27万0.01%23,185 00.0% — 不变
TTEK TETRA TECH INC NEW $10.47万0.01%3,625 00.0% — 不变
YUM YUM BRANDS INC $10.49万0.01%656 00.0% — 不变
RIO RIO TINTO PLC $10.57万0.01%1,113 -4-0.4% -$380 减仓
CAT CATERPILLAR INC $10.65万0.01%100 00.0% — 不变
TRV TRAVELERS COMPANIES INC $10.70万0.01%324 00.0% — 不变
IGIB ISHARES TR $10.72万0.01%2,017 00.0% — 不变
SYY SYSCO CORP $10.80万0.01%1,292 00.0% — 不变
VB VANGUARD INDEX FDS $10.91万0.01%360 00.0% — 不变
UL UNILEVER PLC $11.07万0.01%1,842 -33-1.8% -$1,984 减仓
QSPT FIRST TR EXCHNG TRADED FD VI $11.15万0.01%3,200 00.0% — 不变
FAN FIRST TR EXCHANGE-TRADED FD $11.32万0.01%4,530 00.0% — 不变
IJJ ISHARES TR $11.45万0.01%775 00.0% — 不变
HUT HUT 8 CORP $11.54万0.01%1,000 00.0% — 不变
AVIG AMERICAN CENTY ETF TR $11.62万0.01%2,805 00.0% — 不变
JPME J P MORGAN EXCHANGE TRADED F $11.63万0.01%936 00.0% — 不变
ASML ASML HLDG NV $11.94万0.01%60 00.0% — 不变
IJT ISHARES TR $12.13万0.01%679 517319.1% $9.23万 加仓
EFA ISHARES TR $12.16万0.01%1,171 00.0% — 不变
— PUTNAM ETF TRUST $12.43万0.01%14,050 12,650903.6% $11.19万 加仓
ALL ALLSTATE CORP $13.13万0.01%552 00.0% — 不变
ADI ANALOG DEVICES INC $13.15万0.01%331 244280.5% $9.69万 加仓
AAOI APPLIED OPTOELECTRONICS INC $14.82万0.01%1,000 00.0% — 不变
MA MASTERCARD INCORPORATED $15.31万0.01%298 4919.7% $2.52万 加仓
FTCS FIRST TR EXCHANGE-TRADED FD $15.31万0.01%1,630 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $15.40万0.01%530 14638.0% $4.24万 加仓
RGTI RIGETTI COMPUTING INC $15.99万0.01%8,277 00.0% — 不变
SGOL ETFS GOLD TR $16.13万0.01%4,220 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $16.45万0.01%1,410 -1,000-41.5% -$11.67万 减仓
BNDX VANGUARD CHARLOTTE FDS $16.49万0.01%3,404 3,3405,218.8% $16.18万 加仓
SLV ISHARES SILVER TR $16.58万0.01%3,100 00.0% — 不变
DE DEERE & CO $16.62万0.01%262 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $16.82万0.01%3,556 00.0% — 不变
PFE PFIZER INC $17.00万0.01%7,059 00.0% — 不变
GOVT ISHARES TR $17.29万0.01%7,590 5908.4% $1.34万 加仓
WMT WALMART INC $17.37万0.01%1,534 30124.4% $3.41万 加仓
OKE ONEOK INC NEW $17.38万0.01%1,999 00.0% — 不变
XLV SELECT SECTOR SPDR TR $17.63万0.01%1,111 00.0% — 不变
VXUS VANGUARD STAR FDS $17.66万0.01%2,066 2,066— $17.66万 新建仓
ARES ARES MANAGEMENT CORPORATION $18.37万0.01%1,650 00.0% — 不变
BND VANGUARD BD INDEX FDS $18.47万0.01%2,516 2,516— $18.47万 新建仓
GS GOLDMAN SACHS GROUP INC $18.62万0.01%184 00.0% — 不变
TRVI TREVI THERAPEUTICS INC $18.65万0.01%10,000 10,000— $18.65万 新建仓
SPCX SPACE EXPLORATION TECHN CORP $18.71万0.01%1,095 1,095— $18.71万 新建仓
NXPI NXP SEMICONDUCTORS N V $19.39万0.01%690 00.0% — 不变
RTX RTX CORPORATION $20.15万0.01%1,062 -11-1.0% -$2,087 减仓
SYK STRYKER CORPORATION $20.94万0.01%665 00.0% — 不变
FTGS FIRST TR EXCHANGE-TRADED FD $21.22万0.01%5,735 00.0% — 不变
CBRS CEREBRAS SYSTEMS INC $22.10万0.01%1,000 1,000— $22.10万 新建仓
SMH VANECK ETF TRUST $22.33万0.01%340 3201,600.0% $21.01万 加仓
JPST J P MORGAN EXCHANGE TRADED F $22.51万0.01%4,451 -2,104-32.1% -$10.64万 减仓
IWV ISHARES TR $23.79万0.01%558 00.0% — 不变
DHR DANAHER CORP DEL $24.57万0.01%1,290 00.0% — 不变
IWD ISHARES TR $24.75万0.01%1,021 1,021— $24.75万 新建仓
PGR PROGRESSIVE CORP $24.84万0.01%1,137 00.0% — 不变
AXP AMERICAN EXPRESS CO $24.90万0.01%736 14725.0% $4.97万 加仓
VUG VANGUARD INDEX FDS $25.25万0.01%2,931 -3-0.1% -$258 减仓
VTEC VANGUARD CALIF TAX FREE FDS $26.06万0.02%2,590 1,405118.6% $14.13万 加仓
TSEM TOWER SEMICONDUCTOR LTD $26.06万0.02%1,000 -17-1.7% -$4,431 减仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $27.20万0.02%1,000 00.0% — 不变
PFFD GLOBAL X FDS $27.28万0.02%14,594 5,44059.4% $10.17万 加仓
NBIS NEBIUS GROUP N.V. $27.62万0.02%1,000 00.0% — 不变
MDLZ MONDELEZ INTL INC $28.25万0.02%4,884 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC $29.43万0.02%16,415 00.0% — 不变