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
SPYD SPDR SERIES TRUST $121.53万0.07%25,474 -10,125-28.4% -$48.31万 减仓
EVRG EVERGY INC $118.26万0.07%13,683 -7-0.1% -$605 减仓
MU MICRON TECHNOLOGY INC $117.97万0.07%1,022 -30-2.9% -$3.46万 减仓
PM PHILIP MORRIS INTL INC $114.64万0.07%6,337 -2-0.0% -$362 减仓
ITOT ISHARES TR $113.10万0.07%6,885 00.0% — 不变
TY TRI CONTL CORP $103.07万0.06%29,946 -550-1.8% -$1.89万 减仓
XYL XYLEM INC $102.41万0.06%8,663 -35-0.4% -$4,138 减仓
DUK DUKE ENERGY CORP NEW $101.87万0.06%8,048 00.0% — 不变
NEE NEXTERA ENERGY INC $101.77万0.06%11,595 2852.5% $2.50万 加仓
AMD ADVANCED MICRO DEVICES INC $101.72万0.06%1,751 1,008135.7% $58.56万 加仓
HDV ISHARES TR $97.70万0.06%35,643 -942-2.6% -$2.58万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $96.76万0.06%2,026 00.0% — 不变
BIZD VANECK ETF TRUST $95.56万0.06%75,481 7,71011.4% $9.76万 加仓
EWA ISHARES INC $93.36万0.05%33,155 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $87.08万0.05%13,604 00.0% — 不变
GLW CORNING INC $86.49万0.05%3,386 1534.7% $3.91万 加仓
LITE LUMENTUM HLDGS INC $85.81万0.05%1,000 00.0% — 不变
PTON PELOTON INTERACTIVE INC $85.69万0.05%145,000 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $81.81万0.05%3,653 862.4% $1.93万 加仓
— INVESCO EXCH TRADED FD TR II $80.49万0.05%28,795 00.0% — 不变
BAC BANK OF AMER CORP $79.09万0.05%13,881 00.0% — 不变
TSCO TRACTOR SUPPLY CO $79.03万0.05%25,000 00.0% — 不变
GLD SPDR GOLD TR $78.98万0.05%2,144 00.0% — 不变
— KORU MEDICAL SYSTEMS INC $78.28万0.05%186,374 -30,000-13.9% -$12.60万 减仓
DLR DIGITAL RLTY TR INC $76.86万0.04%4,280 00.0% — 不变
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.04%1 00.0% — 不变
DGRO ISHARES TR $74.35万0.04%9,810 -563-5.4% -$4.27万 减仓
INTC INTEL CORP $72.12万0.04%5,165 1,00024.0% $13.96万 加仓
IJH ISHARES TR $69.93万0.04%9,069 -27-0.3% -$2,082 减仓
VGSH VANGUARD SCOTTSDALE FDS $63.86万0.04%10,973 -175-1.6% -$1.02万 减仓
ARCC ARES CAPITAL CORP $57.99万0.03%31,295 -6,900-18.1% -$12.79万 减仓
GBDC GOLUB CAP BDC INC $49.91万0.03%38,748 -1,845-4.5% -$2.38万 减仓
CIEN CIENA CORP $49.06万0.03%1,000 00.0% — 不变
JQUA J P MORGAN EXCHANGE TRADED F $47.27万0.03%6,540 00.0% — 不变
JPUS J P MORGAN EXCHANGE TRADED F $44.87万0.03%3,200 00.0% — 不变
DELL DELL TECHNOLOGIES INC $43.15万0.02%1,000 00.0% — 不变
ORCL ORACLE CORP $42.75万0.02%2,917 -299-9.3% -$4.38万 减仓
ARM ARM HOLDINGS PLC $42.55万0.02%1,200 1,200— $42.55万 新建仓
MO ALTRIA GROUP INC $42.28万0.02%5,876 00.0% — 不变
SDY SPDR SERIES TRUST $41.21万0.02%2,708 -35-1.3% -$5,326 减仓
IWM ISHARES TR $39.86万0.02%1,327 -55-4.0% -$1.65万 减仓
ONEQ FIDELITY COMWLTH TR $39.76万0.02%3,852 -40-1.0% -$4,129 减仓
AMAT APPLIED MATLS INC $39.62万0.02%548 00.0% — 不变
COHR COHERENT CORP $39.45万0.02%1,000 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $38.99万0.02%9,209 -39-0.4% -$1,651 减仓
JAVA J P MORGAN EXCHANGE TRADED F $38.51万0.02%4,850 00.0% — 不变
ADBE ADOBE INC $37.25万0.02%1,817 00.0% — 不变
— DIMENSIONAL ETF TRUST $36.77万0.02%8,288 00.0% — 不变
CLS CELESTICA INC $36.48万0.02%1,000 00.0% — 不变
EWH ISHARES INC $35.79万0.02%17,110 00.0% — 不变
SDVY FIRST TR EXCHANGE TRADED FD $35.59万0.02%8,250 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $35.52万0.02%10,498 00.0% — 不变
VIS VANGUARD WORLD FD $35.35万0.02%981 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $34.93万0.02%1,100 00.0% — 不变
IUSG ISHARES TR $34.55万0.02%1,837 -2-0.1% -$376 减仓
SCHM SCHWAB STRATEGIC TR $34.00万0.02%9,221 -43-0.5% -$1,585 减仓
WFC WELLS FARGO & CO $33.49万0.02%4,052 00.0% — 不变
IWF ISHARES TR $33.38万0.02%2,688 1,984281.8% $24.64万 加仓
KO COCA COLA CO $33.30万0.02%4,098 -554-11.9% -$4.50万 减仓
RSPT INVESCO EXCHANGE TRADED FD T $32.38万0.02%5,020 00.0% — 不变
NSC NORFOLK SOUTHN CORP $31.81万0.02%1,011 00.0% — 不变
EPD ENTERPRISE PRODS PARTNERS L $30.65万0.02%8,337 -5-0.1% -$184 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $30.59万0.02%317 00.0% — 不变
XLK SELECT SECTOR SPDR TR $30.50万0.02%1,601 00.0% — 不变
XLY SELECT SECTOR SPDR TR $30.05万0.02%2,562 00.0% — 不变
MPC MARATHON PETE CORP $29.96万0.02%1,172 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $29.79万0.02%1,000 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC $29.43万0.02%16,415 00.0% — 不变
MDLZ MONDELEZ INTL INC $28.25万0.02%4,884 00.0% — 不变
NBIS NEBIUS GROUP N.V. $27.62万0.02%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
CRDO CREDO TECHNOLOGY GROUP HOLDI $27.20万0.02%1,000 00.0% — 不变
TSEM TOWER SEMICONDUCTOR LTD $26.06万0.02%1,000 -17-1.7% -$4,431 减仓
VTEC VANGUARD CALIF TAX FREE FDS $26.06万0.02%2,590 1,405118.6% $14.13万 加仓
VUG VANGUARD INDEX FDS $25.25万0.01%2,931 -3-0.1% -$258 减仓
AXP AMERICAN EXPRESS CO $24.90万0.01%736 14725.0% $4.97万 加仓
PGR PROGRESSIVE CORP $24.84万0.01%1,137 00.0% — 不变
IWD ISHARES TR $24.75万0.01%1,021 1,021— $24.75万 新建仓
DHR DANAHER CORP DEL $24.57万0.01%1,290 00.0% — 不变
IWV ISHARES TR $23.79万0.01%558 00.0% — 不变
JPST J P MORGAN EXCHANGE TRADED F $22.51万0.01%4,451 -2,104-32.1% -$10.64万 减仓
SMH VANECK ETF TRUST $22.33万0.01%340 3201,600.0% $21.01万 加仓
CBRS CEREBRAS SYSTEMS INC $22.10万0.01%1,000 1,000— $22.10万 新建仓
FTGS FIRST TR EXCHANGE-TRADED FD $21.22万0.01%5,735 00.0% — 不变
SYK STRYKER CORPORATION $20.94万0.01%665 00.0% — 不变
RTX RTX CORPORATION $20.15万0.01%1,062 -11-1.0% -$2,087 减仓
NXPI NXP SEMICONDUCTORS N V $19.39万0.01%690 00.0% — 不变
SPCX SPACE EXPLORATION TECHN CORP $18.71万0.01%1,095 1,095— $18.71万 新建仓
TRVI TREVI THERAPEUTICS INC $18.65万0.01%10,000 10,000— $18.65万 新建仓
GS GOLDMAN SACHS GROUP INC $18.62万0.01%184 00.0% — 不变
BND VANGUARD BD INDEX FDS $18.47万0.01%2,516 2,516— $18.47万 新建仓
ARES ARES MANAGEMENT CORPORATION $18.37万0.01%1,650 00.0% — 不变
VXUS VANGUARD STAR FDS $17.66万0.01%2,066 2,066— $17.66万 新建仓
XLV SELECT SECTOR SPDR TR $17.63万0.01%1,111 00.0% — 不变
OKE ONEOK INC NEW $17.38万0.01%1,999 00.0% — 不变
WMT WALMART INC $17.37万0.01%1,534 30124.4% $3.41万 加仓
GOVT ISHARES TR $17.29万0.01%7,590 5908.4% $1.34万 加仓
PFE PFIZER INC $17.00万0.01%7,059 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $16.82万0.01%3,556 00.0% — 不变
DE DEERE & CO $16.62万0.01%262 00.0% — 不变