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
NEE NEXTERA ENERGY INC $105.05万0.07%11,310 2,32325.8% $21.58万 加仓
LLY ELI LILLY & CO $105.04万0.07%1,142 252.2% $2.30万 加仓
PM PHILIP MORRIS INTL INC $104.81万0.07%6,339 00.0% — 不变
XYL XYLEM INC $103.95万0.07%8,698 -57-0.7% -$6,812 减仓
HDV ISHARES TR $99.31万0.06%7,317 1101.5% $1.49万 加仓
ITOT ISHARES TR $98.06万0.06%6,885 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $96.84万0.06%13,604 340.3% $2,420 加仓
TY TRI CONTL CORP $96.34万0.06%30,496 00.0% — 不变
— KORU MEDICAL SYSTEMS INC $93.47万0.06%216,374 00.0% — 不变
GLD SPDR GOLD TR $92.25万0.06%2,144 40.2% $1,721 加仓
EWA ISHARES INC $92.04万0.06%33,155 00.0% — 不变
A AGILENT TECHNOLOGIES INC $89.20万0.06%7,826 -2,380-23.3% -$27.13万 减仓
BIZD VANECK ETF TRUST $86.75万0.06%67,771 5,4828.8% $7.02万 加仓
VGT VANGUARD WORLD FD $85.75万0.06%1,229 -10-0.8% -$6,977 减仓
— INVESCO EXCH TRADED FD TR II $82.50万0.05%28,795 -23,205-44.6% -$66.49万 减仓
DLR DIGITAL RLTY TR INC $77.13万0.05%4,280 -96-2.2% -$1.73万 减仓
DGRO ISHARES TR $72.80万0.05%10,373 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $72.47万0.05%3,567 -25-0.7% -$5,080 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $71.81万0.05%1 00.0% — 不变
LITE LUMENTUM HLDGS INC $70.28万0.05%1,000 1,000— $70.28万 新建仓
ARCC ARES CAPITAL CORP $68.83万0.04%38,195 -5,070-11.7% -$9.14万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $68.47万0.04%2,026 100.5% $3,380 加仓
BAC BANK AMERICA CORP $67.67万0.04%13,881 7505.7% $3.66万 加仓
VGSH VANGUARD SCOTTSDALE FDS $65.26万0.04%11,148 2142.0% $1.25万 加仓
PTON PELOTON INTERACTIVE INC $62.20万0.04%145,000 -8,560-5.6% -$3.67万 减仓
IJH ISHARES TR $61.43万0.04%9,096 -1-0.0% -$68 减仓
ESGV VANGUARD WORLD FD $55.67万0.04%4,959 3,192180.6% $35.84万 加仓
GBDC GOLUB CAP BDC INC $51.39万0.03%40,593 4,73313.2% $5.99万 加仓
ORCL ORACLE CORP $47.31万0.03%3,216 -85,201-96.4% -$1,253.39万 减仓
VZ VERIZON COMMUNICATIONS INC $46.42万0.03%9,248 6397.4% $3.21万 加仓
ADBE ADOBE INC $44.17万0.03%1,817 301.7% $7,292 加仓
GLW CORNING INC $43.96万0.03%3,233 2,000162.2% $27.19万 加仓
JPUS J P MORGAN EXCHANGE TRADED F $41.67万0.03%3,200 00.0% — 不变
JQUA J P MORGAN EXCHANGE TRADED F $40.10万0.03%6,540 -87-1.3% -$5,335 减仓
SDY SPDR SERIES TRUST $40.03万0.03%2,743 00.0% — 不变
EWH ISHARES INC $39.51万0.03%17,110 -21,255-55.4% -$49.08万 减仓
CIEN CIENA CORP $38.82万0.03%1,000 1,000— $38.82万 新建仓
MO ALTRIA GROUP INC $38.77万0.03%5,876 -553-8.6% -$3.65万 减仓
MU MICRON TECHNOLOGY INC $35.54万0.02%1,052 1,0152,743.2% $34.29万 加仓
KO COCA COLA CO $35.38万0.02%4,652 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $35.25万0.02%2,410 00.0% — 不变
JAVA J P MORGAN EXCHANGE TRADED F $34.80万0.02%4,850 00.0% — 不变
IWM ISHARES TR $34.26万0.02%1,382 00.0% — 不变
JPST J P MORGAN EXCHANGE TRADED F $33.17万0.02%6,555 -115-1.7% -$5,820 减仓
ONEQ FIDELITY COMWLTH TR $33.05万0.02%3,892 -90-2.3% -$7,642 减仓
SDVY FIRST TR EXCHANGE TRADED FD $32.53万0.02%8,250 00.0% — 不变
WFC WELLS FARGO & CO $32.26万0.02%4,052 2,797222.9% $22.27万 加仓
— DIMENSIONAL ETF TRUST $32.21万0.02%8,288 00.0% — 不变
EPD ENTERPRISE PRODS PARTNERS L $31.57万0.02%8,342 00.0% — 不变
VIS VANGUARD WORLD FD $30.63万0.02%981 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $30.58万0.02%10,498 420.4% $1,223 加仓
RCL ROYAL CARIBBEAN GROUP $30.27万0.02%1,100 00.0% — 不变
NSC NORFOLK SOUTHN CORP $29.02万0.02%1,011 31645.5% $9.07万 加仓
SCHM SCHWAB STRATEGIC TR $28.68万0.02%9,264 -43-0.5% -$1,331 减仓
MPC MARATHON PETE CORP $28.62万0.02%1,172 00.0% — 不变
IUSG ISHARES TR $28.52万0.02%1,839 -116-5.9% -$1.80万 减仓
CLS CELESTICA INC $28.17万0.02%1,000 00.0% — 不变
MDLZ MONDELEZ INTL INC $28.15万0.02%4,884 00.0% — 不变
XLY SELECT SECTOR SPDR TR $27.92万0.02%2,562 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC $26.07万0.02%16,415 00.0% — 不变
DHR DANAHER CORP DEL $24.46万0.02%1,290 00.0% — 不变
COHR COHERENT CORP $23.82万0.02%1,000 1,000— $23.82万 新建仓
RSPT INVESCO EXCHANGE TRADED FD T $22.72万0.01%5,020 00.0% — 不变
PGR PROGRESSIVE CORP $22.54万0.01%1,137 00.0% — 不变
SYK STRYKER CORPORATION $21.85万0.01%665 00.0% — 不变
VUG VANGUARD INDEX FDS $21.36万0.01%489 00.0% — 不变
XLK SELECT SECTOR SPDR TR $21.28万0.01%1,601 00.0% — 不变
SLV ISHARES SILVER TR $21.12万0.01%3,100 1003.3% $6,814 加仓
EUAD SPINNAKER ETF SERIES $20.84万0.01%5,115 5,115— $20.84万 新建仓
RTX RTX CORPORATION $20.70万0.01%1,073 11111.5% $2.14万 加仓
IWV ISHARES TR $20.68万0.01%558 00.0% — 不变
PFE PFIZER INC $19.82万0.01%7,059 5,817468.4% $16.33万 加仓
FTGS FIRST TR EXCHANGE-TRADED FD $19.53万0.01%5,735 00.0% — 不变
SGOL ETFS GOLD TR $18.83万0.01%4,220 00.0% — 不变
AMAT APPLIED MATLS INC $18.73万0.01%548 00.0% — 不变
INTC INTEL CORP $18.38万0.01%4,165 00.0% — 不变
OKE ONEOK INC NEW $18.07万0.01%1,999 1266.7% $1.14万 加仓
ARES ARES MANAGEMENT CORPORATION $18.00万0.01%1,650 00.0% — 不变
TSEM TOWER SEMICONDUCTOR LTD $17.85万0.01%1,017 1,017— $17.85万 新建仓
AXP AMERICAN EXPRESS CO $17.82万0.01%589 481445.4% $14.55万 加仓
AVUS AMERICAN CENTY ETF TR $17.01万0.01%1,530 1,530— $17.01万 新建仓
— INVESCO EXCHANGE TRADED FD T $16.86万0.01%3,556 00.0% — 不变
PFFD GLOBAL X FDS $16.84万0.01%9,154 00.0% — 不变
DELL DELL TECHNOLOGIES INC $16.41万0.01%1,000 00.0% — 不变
XLV SELECT SECTOR SPDR TR $16.29万0.01%1,111 00.0% — 不变
GOVT ISHARES TR $16.04万0.01%7,000 -28-0.4% -$641 减仓
GS GOLDMAN SACHS GROUP INC $15.57万0.01%184 00.0% — 不变
WMT WALMART INC $15.32万0.01%1,233 25526.1% $3.17万 加仓
FTCS FIRST TR EXCHANGE-TRADED FD $15.12万0.01%1,630 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $15.11万0.01%743 -50-6.3% -$1.02万 减仓
DE DEERE & CO $14.76万0.01%262 -26-9.0% -$1.46万 减仓
NXPI NXP SEMICONDUCTORS N V $13.58万0.01%690 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $13.25万0.01%384 -14-3.5% -$4,832 减仓
MA MASTERCARD INCORPORATED $12.44万0.01%249 3415.8% $1.70万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $12.42万0.01%317 00.0% — 不变
VTEC VANGUARD CALIF TAX FREE FDS $11.74万0.01%1,185 00.0% — 不变
AVIG AMERICAN CENTY ETF TR $11.65万0.01%2,805 2,805— $11.65万 新建仓
RGTI RIGETTI COMPUTING INC $11.62万0.01%8,277 7,277727.7% $10.22万 加仓
ALL ALLSTATE CORP $11.45万0.01%552 00.0% — 不变
EFA ISHARES TR $11.37万0.01%1,171 00.0% — 不变