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
MRVL MARVELL TECHNOLOGY INC $29.79万0.02%1,000 00.0% — 不变
MPC MARATHON PETE CORP $29.96万0.02%1,172 00.0% — 不变
XLY SELECT SECTOR SPDR TR $30.05万0.02%2,562 00.0% — 不变
XLK SELECT SECTOR SPDR TR $30.50万0.02%1,601 00.0% — 不变
STX SEAGATE TECHNOLOGY HLDNGS PL $30.59万0.02%317 00.0% — 不变
EPD ENTERPRISE PRODS PARTNERS L $30.65万0.02%8,337 -5-0.1% -$184 减仓
NSC NORFOLK SOUTHN CORP $31.81万0.02%1,011 00.0% — 不变
RSPT INVESCO EXCHANGE TRADED FD T $32.38万0.02%5,020 00.0% — 不变
KO COCA COLA CO $33.30万0.02%4,098 -554-11.9% -$4.50万 减仓
IWF ISHARES TR $33.38万0.02%2,688 1,984281.8% $24.64万 加仓
WFC WELLS FARGO & CO $33.49万0.02%4,052 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $34.00万0.02%9,221 -43-0.5% -$1,585 减仓
IUSG ISHARES TR $34.55万0.02%1,837 -2-0.1% -$376 减仓
RCL ROYAL CARIBBEAN GROUP $34.93万0.02%1,100 00.0% — 不变
VIS VANGUARD WORLD FD $35.35万0.02%981 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $35.52万0.02%10,498 00.0% — 不变
SDVY FIRST TR EXCHANGE TRADED FD $35.59万0.02%8,250 00.0% — 不变
EWH ISHARES INC $35.79万0.02%17,110 00.0% — 不变
CLS CELESTICA INC $36.48万0.02%1,000 00.0% — 不变
— DIMENSIONAL ETF TRUST $36.77万0.02%8,288 00.0% — 不变
ADBE ADOBE INC $37.25万0.02%1,817 00.0% — 不变
JAVA J P MORGAN EXCHANGE TRADED F $38.51万0.02%4,850 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $38.99万0.02%9,209 -39-0.4% -$1,651 减仓
COHR COHERENT CORP $39.45万0.02%1,000 00.0% — 不变
AMAT APPLIED MATLS INC $39.62万0.02%548 00.0% — 不变
ONEQ FIDELITY COMWLTH TR $39.76万0.02%3,852 -40-1.0% -$4,129 减仓
IWM ISHARES TR $39.86万0.02%1,327 -55-4.0% -$1.65万 减仓
SDY SPDR SERIES TRUST $41.21万0.02%2,708 -35-1.3% -$5,326 减仓
MO ALTRIA GROUP INC $42.28万0.02%5,876 00.0% — 不变
ARM ARM HOLDINGS PLC $42.55万0.02%1,200 1,200— $42.55万 新建仓
ORCL ORACLE CORP $42.75万0.02%2,917 -299-9.3% -$4.38万 减仓
DELL DELL TECHNOLOGIES INC $43.15万0.02%1,000 00.0% — 不变
JPUS J P MORGAN EXCHANGE TRADED F $44.87万0.03%3,200 00.0% — 不变
JQUA J P MORGAN EXCHANGE TRADED F $47.27万0.03%6,540 00.0% — 不变
CIEN CIENA CORP $49.06万0.03%1,000 00.0% — 不变
GBDC GOLUB CAP BDC INC $49.91万0.03%38,748 -1,845-4.5% -$2.38万 减仓
ARCC ARES CAPITAL CORP $57.99万0.03%31,295 -6,900-18.1% -$12.79万 减仓
VGSH VANGUARD SCOTTSDALE FDS $63.86万0.04%10,973 -175-1.6% -$1.02万 减仓
IJH ISHARES TR $69.93万0.04%9,069 -27-0.3% -$2,082 减仓
INTC INTEL CORP $72.12万0.04%5,165 1,00024.0% $13.96万 加仓
DGRO ISHARES TR $74.35万0.04%9,810 -563-5.4% -$4.27万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.04%1 00.0% — 不变
DLR DIGITAL RLTY TR INC $76.86万0.04%4,280 00.0% — 不变
— KORU MEDICAL SYSTEMS INC $78.28万0.05%186,374 -30,000-13.9% -$12.60万 减仓
GLD SPDR GOLD TR $78.98万0.05%2,144 00.0% — 不变
TSCO TRACTOR SUPPLY CO $79.03万0.05%25,000 00.0% — 不变
BAC BANK OF AMER CORP $79.09万0.05%13,881 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $80.49万0.05%28,795 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $81.81万0.05%3,653 862.4% $1.93万 加仓
PTON PELOTON INTERACTIVE INC $85.69万0.05%145,000 00.0% — 不变
LITE LUMENTUM HLDGS INC $85.81万0.05%1,000 00.0% — 不变
GLW CORNING INC $86.49万0.05%3,386 1534.7% $3.91万 加仓
GEHC GE HEALTHCARE TECHNOLOGIES I $87.08万0.05%13,604 00.0% — 不变
EWA ISHARES INC $93.36万0.05%33,155 00.0% — 不变
BIZD VANECK ETF TRUST $95.56万0.06%75,481 7,71011.4% $9.76万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $96.76万0.06%2,026 00.0% — 不变
HDV ISHARES TR $97.70万0.06%35,643 -942-2.6% -$2.58万 减仓
AMD ADVANCED MICRO DEVICES INC $101.72万0.06%1,751 1,008135.7% $58.56万 加仓
NEE NEXTERA ENERGY INC $101.77万0.06%11,595 2852.5% $2.50万 加仓
DUK DUKE ENERGY CORP NEW $101.87万0.06%8,048 00.0% — 不变
XYL XYLEM INC $102.41万0.06%8,663 -35-0.4% -$4,138 减仓
TY TRI CONTL CORP $103.07万0.06%29,946 -550-1.8% -$1.89万 减仓
ITOT ISHARES TR $113.10万0.07%6,885 00.0% — 不变
PM PHILIP MORRIS INTL INC $114.64万0.07%6,337 -2-0.0% -$362 减仓
MU MICRON TECHNOLOGY INC $117.97万0.07%1,022 -30-2.9% -$3.46万 减仓
EVRG EVERGY INC $118.26万0.07%13,683 -7-0.1% -$605 减仓
SPYD SPDR SERIES TRUST $121.53万0.07%25,474 -10,125-28.4% -$48.31万 减仓
VGT VANGUARD WORLD FD $124.75万0.07%10,438 6066.2% $7.24万 加仓
AWK AMERICAN WTR WKS CO INC NEW $128.49万0.07%9,766 70.1% $921 加仓
FSS FEDERAL SIGNAL CORP $128.73万0.07%10,019 -64-0.6% -$8,223 减仓
A AGILENT TECHNOLOGIES INC $134.96万0.08%10,160 2,33429.8% $31.00万 加仓
ABT ABBOTT LABORATORIES $138.44万0.08%15,256 2641.8% $2.40万 加仓
AEP AMERICAN ELEC PWR CO INC $139.75万0.08%10,215 -8-0.1% -$1,094 减仓
— EXXON MOBIL CORP $142.89万0.08%10,451 00.0% — 不变
AMLP ALPS ETF TR $144.63万0.08%27,893 1,9867.7% $10.30万 加仓
LLY ELI LILLY & CO $149.45万0.09%1,246 1049.1% $12.47万 加仓
ECL ECOLAB INC $149.55万0.09%5,368 -59-1.1% -$1.64万 减仓
SUSB ISHARES TR $161.12万0.09%64,474 5,5929.5% $13.97万 加仓
IBM INTERNATIONAL BUSINESS MACHS $163.33万0.09%5,808 00.0% — 不变
PGX INVESCO EXCH TRADED FD TR II $176.65万0.10%162,964 22,16915.7% $24.03万 加仓
RIVN RIVIAN AUTOMOTIVE INC $180.88万0.10%104,251 8220.8% $1.43万 加仓
CRBN ISHARES TR $185.78万0.11%7,344 260.4% $6,577 加仓
VTI VANGUARD INDEX FDS $198.31万0.11%5,359 69514.9% $25.72万 加仓
WSM WILLIAMS SONOMA INC $216.14万0.13%9,272 -214-2.3% -$4.99万 减仓
EWC ISHARES INC $224.80万0.13%39,000 00.0% — 不变
NNN NNN REIT INC $225.88万0.13%48,545 2,1804.7% $10.14万 加仓
GPC GENUINE PARTS CO $233.47万0.14%19,789 2,31713.3% $27.34万 加仓
BBHY J P MORGAN EXCHANGE TRADED F $243.31万0.14%52,785 3,9708.1% $18.30万 加仓
SRLN SSGA ACTIVE ETF TR $247.83万0.14%61,511 5,63010.1% $22.68万 加仓
TSLA TESLA INC $249.67万0.14%5,936 -18-0.3% -$7,571 减仓
IVW ISHARES TR $250.91万0.15%18,244 -36,800-66.9% -$506.11万 减仓
KMB KIMBERLY-CLARK CORP $268.59万0.16%24,468 10,31172.8% $113.18万 加仓
JNJ JOHNSON & JOHNSON $281.48万0.16%11,083 6446.2% $16.36万 加仓
DMXF ISHARES TR $327.08万0.19%38,662 1680.4% $1.42万 加仓
CVX CHEVRON CORPORATION $374.75万0.22%22,608 9114.2% $15.10万 加仓
PG PROCTER & GAMBLE CO $381.34万0.22%26,005 2000.8% $2.93万 加仓
MRK MERCK & CO INC $392.50万0.23%30,544 2390.8% $3.07万 加仓
TGT TARGET CORP $417.79万0.24%31,987 2700.9% $3.53万 加仓
PAYX PAYCHEX INC $455.56万0.26%46,330 2,1915.0% $21.54万 加仓
MAIN MAIN STR CAP CORP $457.13万0.26%88,112 1,1801.4% $6.12万 加仓