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
SLV ISHARES SILVER TR $16.58万0.01%3,100 00.0% — 不变
BNDX VANGUARD CHARLOTTE FDS $16.49万0.01%3,404 3,3405,218.8% $16.18万 加仓
PLTR PALANTIR TECHNOLOGIES INC $16.45万0.01%1,410 -1,000-41.5% -$11.67万 减仓
SGOL ETFS GOLD TR $16.13万0.01%4,220 00.0% — 不变
RGTI RIGETTI COMPUTING INC $15.99万0.01%8,277 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $15.40万0.01%530 14638.0% $4.24万 加仓
FTCS FIRST TR EXCHANGE-TRADED FD $15.31万0.01%1,630 00.0% — 不变
MA MASTERCARD INCORPORATED $15.31万0.01%298 4919.7% $2.52万 加仓
AAOI APPLIED OPTOELECTRONICS INC $14.82万0.01%1,000 00.0% — 不变
ADI ANALOG DEVICES INC $13.15万0.01%331 244280.5% $9.69万 加仓
ALL ALLSTATE CORP $13.13万0.01%552 00.0% — 不变
— PUTNAM ETF TRUST $12.43万0.01%14,050 12,650903.6% $11.19万 加仓
EFA ISHARES TR $12.16万0.01%1,171 00.0% — 不变
IJT ISHARES TR $12.13万0.01%679 517319.1% $9.23万 加仓
ASML ASML HLDG NV $11.94万0.01%60 00.0% — 不变
JPME J P MORGAN EXCHANGE TRADED F $11.63万0.01%936 00.0% — 不变
AVIG AMERICAN CENTY ETF TR $11.62万0.01%2,805 00.0% — 不变
HUT HUT 8 CORP $11.54万0.01%1,000 00.0% — 不变
IJJ ISHARES TR $11.45万0.01%775 00.0% — 不变
FAN FIRST TR EXCHANGE-TRADED FD $11.32万0.01%4,530 00.0% — 不变
QSPT FIRST TR EXCHNG TRADED FD VI $11.15万0.01%3,200 00.0% — 不变
UL UNILEVER PLC $11.07万0.01%1,842 -33-1.8% -$1,984 减仓
VB VANGUARD INDEX FDS $10.91万0.01%360 00.0% — 不变
SYY SYSCO CORP $10.80万0.01%1,292 00.0% — 不变
IGIB ISHARES TR $10.72万0.01%2,017 00.0% — 不变
TRV TRAVELERS COMPANIES INC $10.70万0.01%324 00.0% — 不变
CAT CATERPILLAR INC $10.65万0.01%100 00.0% — 不变
RIO RIO TINTO PLC $10.57万0.01%1,113 -4-0.4% -$380 减仓
YUM YUM BRANDS INC $10.49万0.01%656 00.0% — 不变
TTEK TETRA TECH INC NEW $10.47万0.01%3,625 00.0% — 不变
TMC TMC THE METALS COMPANY INC $10.27万0.01%23,185 00.0% — 不变
GNRC GENERAC HLDGS INC $10.25万0.01%350 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $10.23万0.01%412 10634.6% $2.63万 加仓
CRWD CROWDSTRIKE HLDGS INC $10.07万0.01%132 00.0% — 不变
XLRE SELECT SECTOR SPDR TR $9.96万0.01%2,262 00.0% — 不变
LIN LINDE PLC $9.86万0.01%190 113146.8% $5.86万 加仓
WMB WILLIAMS COS INC $9.55万0.01%1,284 -2-0.2% -$149 减仓
JPSE J P MORGAN EXCHANGE TRADED F $9.46万0.01%1,573 00.0% — 不变
SPGI S&P GLOBAL INC $9.29万0.01%228 4826.7% $1.95万 加仓
ADM ARCHER DANIELS MIDLAND CO $9.23万0.01%1,208 00.0% — 不变
— DIMENSIONAL ETF TRUST $9.09万0.01%1,301 00.0% — 不变
PFF ISHARES TR $8.99万0.01%2,950 00.0% — 不变
FSEP FIRST TR EXCHNG TRADED FD VI $8.81万0.01%1,600 00.0% — 不变
LRCX LAM RESEARCH CORP $8.28万0.00%191 99107.6% $4.29万 加仓
GENB GENERATE BIOMEDICINES INC $8.19万0.00%4,854 00.0% — 不变
VRSK VERISK ANALYTICS INC $8.08万0.00%450 00.0% — 不变
PLD PROLOGIS INC. $8.03万0.00%593 14432.1% $1.95万 加仓
CB CHUBB LIMITED $7.91万0.00%232 6841.5% $2.32万 加仓
FISV FISERV INC $7.89万0.00%1,609 -365-18.5% -$1.79万 减仓
EMXC ISHARES INC $7.52万0.00%735 00.0% — 不变
VDC VANGUARD WORLD FD $7.49万0.00%332 00.0% — 不变
VIRT VIRTU FINL INC $7.45万0.00%1,250 00.0% — 不变
GILD GILEAD SCIENCES INC $7.29万0.00%577 00.0% — 不变
MMM 3M CO $7.29万0.00%450 00.0% — 不变
BNY BANK OF NY MELLON CORP $7.23万0.00%500 00.0% — 不变
PSX PHILLIPS 66 $6.91万0.00%409 311317.3% $5.26万 加仓
WM WASTE MGMT INC DEL $6.78万0.00%304 00.0% — 不变
CMCSA COMCAST CORP NEW $6.75万0.00%2,748 -40-1.4% -$982 减仓
SKYY FIRST TR EXCHANGE-TRADED FD $6.57万0.00%488 00.0% — 不变
VTEB VANGUARD MUN BD FDS $6.57万0.00%1,298 00.0% — 不变
BN BROOKFIELD CORP $6.39万0.00%1,500 00.0% — 不变
NFLX NETFLIX INC. $6.35万0.00%890 00.0% — 不变
BB BLACKBERRY LTD $6.33万0.00%5,000 5,000— $6.33万 新建仓
IRM IRON MTN INC DEL $6.32万0.00%500 00.0% — 不变
JEF JEFFERIES FINANCIAL GROUP IN $6.30万0.00%1,260 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $6.18万0.00%762 00.0% — 不变
VXF VANGUARD INDEX FDS $6.16万0.00%250 00.0% — 不变
ET ENERGY TRANSFER L P $6.07万0.00%3,174 521.7% $994 加仓
VNQ VANGUARD INDEX FDS $6.05万0.00%627 00.0% — 不变
AKRE PROFESIONALLY MANAGED PORTFO $6.04万0.00%1,136 00.0% — 不变
MDY STATE STR SPDR S&P MIDCAP 40 $6.01万0.00%85 00.0% — 不变
CP CANADIAN PACIFIC KANSAS CITY $5.55万0.00%640 00.0% — 不变
AVLV AMERICAN CENTY ETF TR $5.54万0.00%607 607— $5.54万 新建仓
FDN FIRST TR EXCHANGE-TRADED FD $5.45万0.00%206 00.0% — 不变
SHEL SHELL PLC $5.44万0.00%702 -27-3.7% -$2,094 减仓
MSI MOTOROLA SOLUTIONS INC $5.44万0.00%131 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $5.42万0.00%760 00.0% — 不变
IONQ IONQ INC $5.33万0.00%1,000 00.0% — 重新持有
GWW WW GRAINGER INC $5.31万0.00%39 35875.0% $4.76万 加仓
PGC PEAPACK-GLADSTONE FINL CORP $5.12万0.00%1,082 00.0% — 不变
XLF SELECT SECTOR SPDR TR $5.09万0.00%950 9409,400.0% $5.04万 加仓
HPE HEWLETT PACKARD ENTERPRISE C $5.07万0.00%1,125 00.0% — 不变
BA BOEING CO $5.00万0.00%231 00.0% — 不变
DAL DELTA AIR LINES INC $4.90万0.00%523 -1,000-65.7% -$9.37万 减仓
VRT VERTIV HOLDINGS CO $4.82万0.00%144 00.0% — 不变
— CLEARONE INC $4.82万0.00%14,465 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $4.61万0.00%800 00.0% — 不变
IWP ISHARES TR $4.58万0.00%313 -158-33.5% -$2.31万 减仓
GL GLOBE LIFE INC $4.48万0.00%251 00.0% — 不变
NVS NOVARTIS AG $4.40万0.00%281 00.0% — 不变
STT STATE STR CORP $4.34万0.00%256 00.0% — 不变
XLP SELECT SECTOR SPDR TR $4.34万0.00%522 522— $4.34万 新建仓
MCO MOODYS CORP $4.30万0.00%95 00.0% — 不变
GD GENERAL DYNAMICS CORP $4.25万0.00%120 104650.0% $3.68万 加仓
— WISDOMTREE TR $4.07万0.00%310 -10-3.1% -$1,311 减仓
UDR UDR INC $3.99万0.00%1,000 00.0% — 不变
AMP AMERIPRISE FINL INC $3.99万0.00%87 00.0% — 不变
PPG PPG INDS INC $3.86万0.00%318 -14-4.2% -$1,698 减仓
KHC KRAFT HEINZ CO $3.80万0.00%1,608 -60-3.6% -$1,417 减仓
CMI CUMMINS INC $3.78万0.00%53 00.0% — 不变