ALBION FINANCIAL GROUP /UT
SALT LAKE CITY UT · SEC CIK 0001054677
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $2.03亿 | 13.08% | 339,308 | 13,951 | 4.3% | $833.64万 | 加仓 |
| IWR | ISHARES TR | $8,336.21万 | 5.38% | 857,371 | 3,898 | 0.5% | $37.90万 | 加仓 |
| AAPL | APPLE INC | $8,316.62万 | 5.37% | 327,697 | -910 | -0.3% | -$23.09万 | 减仓 |
| GOOGL | ALPHABET INC | $5,341.51万 | 3.45% | 185,753 | 644 | 0.3% | $18.52万 | 加仓 |
| AMZN | AMAZON COM INC | $5,138.66万 | 3.32% | 246,730 | -889 | -0.4% | -$18.52万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,009.07万 | 3.23% | 287,217 | -1,732 | -0.6% | -$30.21万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,719.98万 | 3.05% | 127,509 | -3,600 | -2.7% | -$133.26万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3,787.59万 | 2.44% | 636,036 | 22,011 | 3.6% | $131.08万 | 加仓 |
| IJR | ISHARES TR | $3,512.60万 | 2.27% | 282,568 | 884 | 0.3% | $10.99万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,322.16万 | 2.14% | 442,365 | 2,895 | 0.7% | $21.74万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,103.08万 | 2.00% | 1,011,433 | 2,446 | 0.2% | $7.50万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,026.20万 | 1.95% | 381,759 | 26,772 | 7.5% | $212.22万 | 加仓 |
| AVGO | BROADCOM INC | $2,957.73万 | 1.91% | 95,562 | -1,392 | -1.4% | -$43.08万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $2,913.55万 | 1.88% | 644,876 | 21,024 | 3.4% | $94.99万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $2,910.05万 | 1.88% | 577,735 | 22,601 | 4.1% | $113.84万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,708.64万 | 1.75% | 92,081 | -491 | -0.5% | -$14.44万 | 减仓 |
| CSCO | CISCO SYS INC | $2,579.62万 | 1.66% | 332,468 | 50,125 | 17.8% | $388.92万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,477.29万 | 1.60% | 38,092 | 100 | 0.3% | $6.50万 | 加仓 |
| BLK | BLACKROCK INC | $2,424.46万 | 1.56% | 25,210 | -1,009 | -3.8% | -$97.04万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,179.13万 | 1.41% | 21,869 | 4 | 0.0% | $3,986 | 加仓 |
| V | VISA INC | $2,053.35万 | 1.32% | 67,938 | 351 | 0.5% | $10.61万 | 加仓 |
| IBB | ISHARES TR | $2,028.69万 | 1.31% | 120,147 | 410 | 0.3% | $6.92万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,876.71万 | 1.21% | 32,515 | 1,290 | 4.1% | $74.46万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,837.56万 | 1.19% | 38,346 | -18 | -0.0% | -$8,626 | 减仓 |
| PEP | PEPSICO INC | $1,825.79万 | 1.18% | 117,573 | 79,385 | 207.9% | $1,232.77万 | 加仓 |
| TJX | TJX COS INC NEW | $1,813.11万 | 1.17% | 113,532 | -748 | -0.7% | -$11.95万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,724.79万 | 1.11% | 28,538 | 119 | 0.4% | $7.19万 | 加仓 |
| GE | GE AEROSPACE | $1,503.90万 | 0.97% | 52,997 | 141 | 0.3% | $4.00万 | 加仓 |
| C | CITIGROUP INC | $1,466.63万 | 0.95% | 129,321 | 129,267 | 239,383.3% | $1,466.02万 | 加仓 |
| PWR | QUANTA SVCS INC | $1,435.42万 | 0.93% | 26,145 | -15,517 | -37.2% | -$851.92万 | 减仓 |
| META | META PLATFORMS INC | $1,333.71万 | 0.86% | 23,311 | -129 | -0.6% | -$7.38万 | 减仓 |
| — | HONEYWELL INTL INC | $1,316.39万 | 0.85% | 58,239 | 444 | 0.8% | $10.04万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,306.03万 | 0.84% | 145,779 | 14,757 | 11.3% | $132.21万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,249.54万 | 0.81% | 58,102 | 85 | 0.1% | $1.83万 | 加仓 |
| HD | HOME DEPOT INC | $1,213.97万 | 0.78% | 36,911 | -40 | -0.1% | -$1.32万 | 减仓 |
| MUB | ISHARES TR | $1,207.80万 | 0.78% | 113,782 | 2,430 | 2.2% | $25.79万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,204.68万 | 0.78% | 167,479 | -679 | -0.4% | -$4.88万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,195.79万 | 0.77% | 24,328 | -72 | -0.3% | -$3.54万 | 减仓 |
| APH | AMPHENOL CORP | $1,149.72万 | 0.74% | 90,995 | -69,405 | -43.3% | -$876.93万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $1,098.34万 | 0.71% | 50,148 | 4,300 | 9.4% | $94.18万 | 加仓 |
| JUST | GOLDMAN SACHS ETF TR | $1,084.15万 | 0.70% | 117,210 | -371 | -0.3% | -$3.43万 | 减仓 |
| GEV | GE VERNOVA INC | $1,045.30万 | 0.67% | 11,975 | 39 | 0.3% | $3.40万 | 加仓 |
| DIS | DISNEY WALT CO | $1,021.41万 | 0.66% | 105,977 | 2,933 | 2.8% | $28.27万 | 加仓 |
| MS | MORGAN STANLEY | $985.21万 | 0.64% | 59,866 | -967 | -1.6% | -$15.91万 | 减仓 |
| MCD | MCDONALDS CORP | $874.42万 | 0.56% | 28,135 | 96 | 0.3% | $2.98万 | 加仓 |
| AMGN | AMGEN INC | $847.82万 | 0.55% | 24,096 | -185 | -0.8% | -$6.51万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $803.81万 | 0.52% | 40,537 | -7,240 | -15.2% | -$143.56万 | 减仓 |
| UNP | UNION PAC CORP | $761.02万 | 0.49% | 31,367 | -1,784 | -5.4% | -$43.28万 | 减仓 |
| DGRW | WISDOMTREE TR | $749.09万 | 0.48% | 85,279 | -11 | -0.0% | -$966 | 减仓 |
| PABU | ISHARES TR | $740.55万 | 0.48% | 111,774 | -1,081 | -1.0% | -$7.16万 | 减仓 |
| SO | SOUTHERN CO | $736.79万 | 0.48% | 76,335 | -314 | -0.4% | -$3.03万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $731.15万 | 0.47% | 63,156 | -415 | -0.7% | -$4.80万 | 减仓 |
| PWRD | TCW ETF TRUST | $700.46万 | 0.45% | 71,647 | -925 | -1.3% | -$9.04万 | 减仓 |
| IVW | ISHARES TR | $622.60万 | 0.40% | 55,044 | 43,224 | 365.7% | $488.91万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $595.17万 | 0.38% | 116,745 | 1,315 | 1.1% | $6.70万 | 加仓 |
| MDT | MEDTRONIC PLC | $582.31万 | 0.38% | 67,202 | -407 | -0.6% | -$3.53万 | 减仓 |
| TXN | TEXAS INSTRS INC | $575.68万 | 0.37% | 29,653 | 6,963 | 30.7% | $135.18万 | 加仓 |
| SHE | SPDR SERIES TRUST | $571.21万 | 0.37% | 44,692 | -380 | -0.8% | -$4.86万 | 减仓 |
| CRM | SALESFORCE INC | $558.40万 | 0.36% | 29,914 | -7,708 | -20.5% | -$143.88万 | 减仓 |
| QCOM | QUALCOMM INC | $557.52万 | 0.36% | 43,293 | -744 | -1.7% | -$9.58万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $514.66万 | 0.33% | 112,200 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $499.38万 | 0.32% | 32,982 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $490.58万 | 0.32% | 43,345 | 910 | 2.1% | $10.30万 | 加仓 |
| AFL | AFLAC INC | $490.50万 | 0.32% | 44,709 | -112 | -0.2% | -$1.23万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $460.39万 | 0.30% | 86,932 | 120 | 0.1% | $6,355 | 加仓 |
| CVX | CHEVRON CORPORATION | $448.91万 | 0.29% | 21,697 | 26 | 0.1% | $5,379 | 加仓 |
| ABBV | ABBVIE INC | $408.88万 | 0.26% | 18,800 | -5,171 | -21.6% | -$112.46万 | 减仓 |
| PAYX | PAYCHEX INC | $406.61万 | 0.26% | 44,139 | -2,521 | -5.4% | -$23.22万 | 减仓 |
| TGT | TARGET CORP | $384.42万 | 0.25% | 31,717 | 3,985 | 14.4% | $48.30万 | 加仓 |
| GOOG | ALPHABET INC | $376.16万 | 0.24% | 13,113 | 35 | 0.3% | $1.00万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $372.73万 | 0.24% | 25,805 | 1,045 | 4.2% | $15.09万 | 加仓 |
| MRK | MERCK & CO INC | $364.54万 | 0.24% | 30,305 | -179 | -0.6% | -$2.15万 | 减仓 |
| DMXF | ISHARES TR | $290.44万 | 0.19% | 38,494 | 49 | 0.1% | $3,697 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $255.17万 | 0.16% | 10,439 | 1,108 | 11.9% | $27.08万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $224.31万 | 0.14% | 55,881 | 19 | 0.0% | $763 | 加仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $223.72万 | 0.14% | 48,815 | 2,075 | 4.4% | $9.51万 | 加仓 |
| TSLA | TESLA INC | $221.34万 | 0.14% | 5,954 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $213.68万 | 0.14% | 39,000 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $194.87万 | 0.13% | 46,365 | 399 | 0.9% | $1.68万 | 加仓 |
| GPC | GENUINE PARTS CO | $184.77万 | 0.12% | 17,472 | -1,891 | -9.8% | -$20.00万 | 减仓 |
| — | EXXON MOBIL CORP | $177.31万 | 0.11% | 10,451 | 1,190 | 12.8% | $20.19万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $172.97万 | 0.11% | 9,486 | 941 | 11.0% | $17.16万 | 加仓 |
| CRBN | ISHARES TR | $163.05万 | 0.11% | 7,318 | 35 | 0.5% | $7,798 | 加仓 |
| SPYD | SPDR SERIES TRUST | $162.05万 | 0.10% | 35,599 | -15,951 | -30.9% | -$72.61万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $155.66万 | 0.10% | 103,429 | -1,322 | -1.3% | -$1.99万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $153.92万 | 0.10% | 14,992 | -8,018 | -34.8% | -$82.32万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $153.19万 | 0.10% | 140,795 | 408 | 0.3% | $4,439 | 加仓 |
| VTI | VANGUARD INDEX FDS | $149.63万 | 0.10% | 4,664 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $147.59万 | 0.10% | 58,882 | 234 | 0.4% | $5,865 | 加仓 |
| SPYM | SPDR SERIES TRUST | $146.46万 | 0.09% | 19,135 | -79,551 | -80.6% | -$608.88万 | 减仓 |
| ECL | ECOLAB INC | $144.36万 | 0.09% | 5,427 | -17 | -0.3% | -$4,522 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $140.78万 | 0.09% | 5,808 | -199 | -3.3% | -$4.82万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $136.57万 | 0.09% | 14,157 | -2,815 | -16.6% | -$27.16万 | 减仓 |
| AMLP | ALPS ETF TR | $136.37万 | 0.09% | 25,907 | 1,115 | 4.5% | $5.87万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $134.00万 | 0.09% | 10,223 | 6 | 0.1% | $786 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $132.80万 | 0.09% | 9,759 | -66 | -0.7% | -$8,981 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $113.25万 | 0.07% | 25,000 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $112.15万 | 0.07% | 13,690 | 507 | 3.8% | $4.15万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $109.04万 | 0.07% | 10,083 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $105.38万 | 0.07% | 8,048 | 964 | 13.6% | $12.62万 | 加仓 |