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
IEF ISHARES TR $3.77万0.00%399 399— $3.77万 新建仓
GIS GENERAL MILLS INC $3.74万0.00%1,076 -19-1.7% -$661 减仓
APLD APPLIED DIGITAL CORP $3.73万0.00%1,000 00.0% — 不变
SCHB SCHWAB STRATEGIC TR $3.65万0.00%1,260 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $3.62万0.00%71 00.0% — 不变
F FORD MTR CO $3.61万0.00%2,600 00.0% — 不变
T AT&T INC $3.59万0.00%1,736 00.0% — 不变
EMR EMERSON ELEC CO $3.59万0.00%251 215597.2% $3.08万 重新持有
CSX CSX CORP $3.56万0.00%750 -22-2.8% -$1,046 减仓
COP CONOCOPHILLIPS $3.56万0.00%342 00.0% — 不变
COF CAPITAL ONE FINL CORP $3.53万0.00%176 -48-21.4% -$9,616 减仓
UNH UNITEDHEALTH GROUP INC $3.45万0.00%83 55196.4% $2.29万 加仓
AZN ASTRAZENECA PLC $3.43万0.00%181 00.0% — 不变
— COHEN & STEERS TOTAL RETURN $3.42万0.00%3,018 622.1% $702 加仓
CTVA CORTEVA INC $3.40万0.00%402 00.0% — 不变
PNC PNC FINL SVCS GROUP INC $3.40万0.00%138 5464.3% $1.33万 加仓
MET METLIFE INC $3.38万0.00%400 00.0% — 不变
KB KB FINL GROUP INC $3.38万0.00%322 322— $3.38万 新建仓
WELL WELLTOWER INC $3.36万0.00%148 -38-20.4% -$8,625 减仓
FANG DIAMONDBACK ENERGY INC $3.36万0.00%191 00.0% — 不变
KEY KEYCORP $3.23万0.00%1,400 00.0% — 不变
UPS UNITED PARCEL SVCS INC $3.23万0.00%300 00.0% — 不变
ACN ACCENTURE PLC IRELAND $3.21万0.00%258 -40,279-99.4% -$501.86万 减仓
XLE SELECT SECTOR SPDR TR $3.17万0.00%597 8316.1% $4,408 加仓
VLTO VERALTO CORP $3.12万0.00%352 00.0% — 不变
FTV FORTIVE CORP $3.09万0.00%505 -14-2.7% -$855 减仓
XLU SELECT SECTOR SPDR TR $3.06万0.00%676 -1,158-63.1% -$5.25万 减仓
DIA STATE STR SPDR DOW JONES IND $3.03万0.00%58 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC $3.00万0.00%180 00.0% — 不变
TMUS T-MOBILE US INC $2.97万0.00%177 00.0% — 不变
— WELLS FARGO & CO $2.89万0.00%25 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $2.89万0.00%2,328 2,328— $2.89万 新建仓
SCHW SCHWAB CHARLES CORP $2.86万0.00%310 -10-3.1% -$923 减仓
CPAY CORPAY INC $2.83万0.00%85 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $2.83万0.00%662 -137-17.1% -$5,847 减仓
ROK ROCKWELL AUTOMATION INC $2.82万0.00%57 00.0% — 不变
ZION ZIONS BANCORPORATION NATL AS $2.73万0.00%395 00.0% — 不变
— NUVEEN REAL ESTATE INCOME FD $2.70万0.00%3,208 3,208— $2.70万 新建仓
VNQI VANGUARD INTL EQUITY INDEX F $2.68万0.00%598 00.0% — 不变
IWS ISHARES TR $2.67万0.00%162 00.0% — 不变
VTV VANGUARD INDEX FDS $2.55万0.00%117 -22-15.8% -$4,794 减仓
ITW ILLINOIS TOOL WKS INC $2.54万0.00%94 70291.7% $1.89万 重新持有
TAN INVESCO EXCH TRADED FD TR II $2.51万0.00%425 00.0% — 不变
HPQ HP INC $2.34万0.00%1,066 00.0% — 不变
CRCL CIRCLE INTERNET GROUP INC $2.33万0.00%372 00.0% — 不变
PBW INVESCO EXCHANGE TRADED FD T $2.33万0.00%597 00.0% — 不变
CDL VICTORY PORTFOLIOS II $2.33万0.00%300 00.0% — 不变
SMR NUSCALE PWR CORP $2.32万0.00%2,310 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $2.29万0.00%186 -14-7.0% -$1,724 减仓
SAN BANCO SANTANDER SA $2.27万0.00%1,647 -63-3.7% -$869 减仓
SHW SHERWIN WILLIAMS CO $2.24万0.00%65 56622.2% $1.93万 重新持有
LOW LOWES COS INC $2.23万0.00%101 86573.3% $1.90万 加仓
— GROWGENERATION CORP $2.22万0.00%15,000 00.0% — 不变
BP BP PLC $2.22万0.00%600 520650.0% $1.92万 加仓
VBR VANGUARD INDEX FDS $2.21万0.00%91 00.0% — 不变
ALMU AELUMA INC $2.21万0.00%1,000 00.0% — 不变
MKC MCCORMICK & CO INC $2.20万0.00%437 00.0% — 不变
YUMC YUM CHINA HLDGS INC $2.19万0.00%537 00.0% — 不变
USB US BANCORP $2.18万0.00%361 00.0% — 不变
FIX COMFORT SYS USA INC $2.18万0.00%11 00.0% — 不变
VLO VALERO ENERGY CORP $2.14万0.00%82 00.0% — 不变
CAI CARIS LIFE SCIENCES INC $2.10万0.00%1,178 50073.7% $8,910 加仓
STZ CONSTELLATION BRANDS INC $2.09万0.00%150 -95-38.8% -$1.32万 减仓
DVN DEVON ENERGY CORP NEW $2.07万0.00%501 313166.5% $1.29万 加仓
ELV ELEVANCE HEALTH INC FORMERLY $2.01万0.00%52 -4-7.1% -$1,547 减仓
LVHD LEGG MASON ETF INVT $2.01万0.00%456 -55-10.8% -$2,420 减仓
VSH VISHAY INTERTECHNOLOGY INC $1.96万0.00%365 00.0% — 不变
CMS CMS ENERGY CORP $1.95万0.00%255 255— $1.95万 新建仓
CME CME GROUP INC $1.88万0.00%85 00.0% — 不变
ZTS ZOETIS INC $1.85万0.00%258 00.0% — 不变
COIN COINBASE GLOBAL INC $1.84万0.00%126 00.0% — 不变
MAGS LISTED FDS TR $1.83万0.00%285 -115-28.7% -$7,395 减仓
IX ORIX CORP $1.81万0.00%475 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $1.79万0.00%45 -20-30.8% -$7,954 减仓
AVDE AMERICAN CENTY ETF TR $1.78万0.00%200 3722.7% $3,300 加仓
DFIC DIMENSIONAL ETF TRUST $1.75万0.00%470 00.0% — 不变
INTU INTUIT $1.75万0.00%67 00.0% — 不变
FITB FIFTH THIRD BANCORP $1.74万0.00%309 00.0% — 不变
DD DUPONT DE NEMOURS INC $1.74万0.00%128 -258-66.8% -$3.50万 减仓
JCI JOHNSON CONTROLS INTERNATION $1.72万0.00%118 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $1.72万0.00%35 00.0% — 不变
AMT AMERICAN TOWER CORP $1.70万0.00%104 70205.9% $1.15万 加仓
ANET ARISTA NETWORKS INC $1.70万0.00%100 -24-19.4% -$4,077 减仓
EBAY EBAY INC. $1.70万0.00%152 00.0% — 不变
IHG INTERCONTINENTAL HOTELS GROU $1.70万0.00%98 00.0% — 不变
NVO NOVO-NORDISK A S $1.69万0.00%353 -30-7.8% -$1,438 减仓
IVV ISHARES TR $1.65万0.00%22 -144-86.7% -$10.81万 减仓
AZO AUTOZONE INC $1.60万0.00%5 00.0% — 不变
ZWS ZURN ELKAY WATER SOLNS CORP $1.59万0.00%315 00.0% — 不变
SMFG SUMITOMO MITSUI FIN GRP INC $1.52万0.00%644 00.0% — 不变
BBCA J P MORGAN EXCHANGE TRADED F $1.51万0.00%152 00.0% — 不变
TM TOYOTA MOTOR CORP $1.50万0.00%89 00.0% — 不变
XYZ BLOCK INC $1.49万0.00%196 00.0% — 不变
VBK VANGUARD INDEX FDS $1.46万0.00%40 00.0% — 不变
CCEP COCA-COLA EUROPACIFIC PARTNE $1.44万0.00%144 00.0% — 不变
LW LAMB WESTON HLDGS INC $1.44万0.00%333 00.0% — 不变
BROS DUTCH BROS INC $1.44万0.00%200 00.0% — 不变
AB ALLIANCEBERNSTEIN HLDG L P $1.41万0.00%400 00.0% — 不变
EXC EXELON CORP $1.40万0.00%300 -623-67.5% -$2.90万 减仓
MNST MONSTER BEVERAGE CORP NEW $1.39万0.00%145 00.0% — 不变