ALBION FINANCIAL GROUP /UT
SALT LAKE CITY UT · SEC CIK 0001054677
$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
26Q126Q2
前十大持仓 占组合比例
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 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $16.49万 | 0.01% | 3,404 | 3,340 | 5,218.8% | $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 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $15.99万 | 0.01% | 8,277 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $15.40万 | 0.01% | 530 | 146 | 38.0% | $4.24万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $15.31万 | 0.01% | 1,630 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $15.31万 | 0.01% | 298 | 49 | 19.7% | $2.52万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $14.82万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $13.15万 | 0.01% | 331 | 244 | 280.5% | $9.69万 | 加仓 |
| ALL | ALLSTATE CORP | $13.13万 | 0.01% | 552 | 0 | 0.0% | — | 不变 |
| — | PUTNAM ETF TRUST | $12.43万 | 0.01% | 14,050 | 12,650 | 903.6% | $11.19万 | 加仓 |
| EFA | ISHARES TR | $12.16万 | 0.01% | 1,171 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $12.13万 | 0.01% | 679 | 517 | 319.1% | $9.23万 | 加仓 |
| ASML | ASML HLDG NV | $11.94万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| JPME | J P MORGAN EXCHANGE TRADED F | $11.63万 | 0.01% | 936 | 0 | 0.0% | — | 不变 |
| AVIG | AMERICAN CENTY ETF TR | $11.62万 | 0.01% | 2,805 | 0 | 0.0% | — | 不变 |
| HUT | HUT 8 CORP | $11.54万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $11.45万 | 0.01% | 775 | 0 | 0.0% | — | 不变 |
| FAN | FIRST TR EXCHANGE-TRADED FD | $11.32万 | 0.01% | 4,530 | 0 | 0.0% | — | 不变 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $11.15万 | 0.01% | 3,200 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $10.80万 | 0.01% | 1,292 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $10.72万 | 0.01% | 2,017 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $10.70万 | 0.01% | 324 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $10.65万 | 0.01% | 100 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $10.47万 | 0.01% | 3,625 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS COMPANY INC | $10.27万 | 0.01% | 23,185 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $10.25万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $10.23万 | 0.01% | 412 | 106 | 34.6% | $2.63万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $10.07万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $9.96万 | 0.01% | 2,262 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $9.86万 | 0.01% | 190 | 113 | 146.8% | $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 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $9.29万 | 0.01% | 228 | 48 | 26.7% | $1.95万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $9.23万 | 0.01% | 1,208 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $9.09万 | 0.01% | 1,301 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $8.99万 | 0.01% | 2,950 | 0 | 0.0% | — | 不变 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $8.81万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $8.28万 | 0.00% | 191 | 99 | 107.6% | $4.29万 | 加仓 |
| GENB | GENERATE BIOMEDICINES INC | $8.19万 | 0.00% | 4,854 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $8.08万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $8.03万 | 0.00% | 593 | 144 | 32.1% | $1.95万 | 加仓 |
| CB | CHUBB LIMITED | $7.91万 | 0.00% | 232 | 68 | 41.5% | $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 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $7.49万 | 0.00% | 332 | 0 | 0.0% | — | 不变 |
| VIRT | VIRTU FINL INC | $7.45万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $7.29万 | 0.00% | 577 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $7.29万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $7.23万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $6.91万 | 0.00% | 409 | 311 | 317.3% | $5.26万 | 加仓 |
| WM | WASTE MGMT INC DEL | $6.78万 | 0.00% | 304 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $6.57万 | 0.00% | 1,298 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $6.39万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $6.35万 | 0.00% | 890 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $6.30万 | 0.00% | 1,260 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $6.18万 | 0.00% | 762 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $6.16万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $6.07万 | 0.00% | 3,174 | 52 | 1.7% | $994 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $6.05万 | 0.00% | 627 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $6.04万 | 0.00% | 1,136 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $6.01万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $5.55万 | 0.00% | 640 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $5.42万 | 0.00% | 760 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $5.33万 | 0.00% | 1,000 | 0 | 0.0% | — | 重新持有 |
| GWW | WW GRAINGER INC | $5.31万 | 0.00% | 39 | 35 | 875.0% | $4.76万 | 加仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $5.12万 | 0.00% | 1,082 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $5.09万 | 0.00% | 950 | 940 | 9,400.0% | $5.04万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $5.07万 | 0.00% | 1,125 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $5.00万 | 0.00% | 231 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| — | CLEARONE INC | $4.82万 | 0.00% | 14,465 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $4.61万 | 0.00% | 800 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $4.40万 | 0.00% | 281 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $4.34万 | 0.00% | 256 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $4.25万 | 0.00% | 120 | 104 | 650.0% | $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 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $3.99万 | 0.00% | 87 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |