13F 机构持仓

Altus Wealth Group LLC

COLORADO SPRINGS CO · SEC CIK 0001842572

2026Q22026Q1 更早 9 个季度 🔒
$2.44亿2026Q1 申报市值
144持仓数
51.3%前十大占比 · 第一大 12.3%
9 / 3新建仓 / 清仓
申报市值走势$2.77亿2026Q2
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

IVV 12.3%
MOAT 7.8%
SPMO 6.5%
DIVO 5.4%
COWZ 4.1%
XMHQ 4.1%
AAPL 3.4%
IWF 3.1%
VCIT 2.4%
MSFT 2.2%

2026Q1 买入最多 按季末市值估算

DIVO 加仓+$551.27万
XMHQ 加仓+$89.00万
CGDV 加仓+$88.87万
MOAT 加仓+$79.54万
SPY 加仓+$67.26万

2026Q1 卖出最多 按季末市值估算

COWZ 减仓-$535.38万
APO 减仓-$95.70万
IVV 减仓-$57.61万
XLK 减仓-$52.62万
SDY 减仓-$41.78万

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
PANW PALO ALTO NETWORKS INC $00.00%0 —— — 申报中断
NRG NRG ENERGY INC $00.00%0 -1,438-100.0% -$22.90万 清仓
QCOM QUALCOMM INC $00.00%0 —— — 申报中断
GS GOLDMAN SACHS GROUP INC $00.00%0 —— — 申报中断
BLK BLACKROCK INC $00.00%0 —— — 申报中断
GE GE AEROSPACE $00.00%0 —— — 申报中断
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -10,711-100.0% -$20.52万 清仓
GOF GUGGENHEIM STRATEGIC OPPORTU $00.00%0 -10,092-100.0% -$13.00万 清仓
SPY STATE STR SPDR S&P 500 ETF T 看跌期权 $6.50万0.03%100 100— $6.50万 新建仓
CLF CLEVELAND-CLIFFS INC NEW $8.45万0.03%10,000 00.0% — 不变
QUBT QUANTUM COMPUTING INC $9.08万0.04%13,250 -1,500-10.2% -$1.03万 减仓
RITM RITHM CAPITAL CORP $10.35万0.04%10,915 10,915— $10.35万 新建仓
MMU WESTERN ASSET MANAGED MUNS F $11.69万0.05%11,371 00.0% — 不变
USA LIBERTY ALL STAR EQUITY FD $17.63万0.07%31,769 -370-1.2% -$2,054 减仓
NAD NUVEEN QUALITY MUNCP INCOME $18.21万0.07%15,832 5,60054.7% $6.44万 加仓
ET ENERGY TRANSFER L P $19.90万0.08%10,310 -200-1.9% -$3,860 减仓
PLTR PALANTIR TECHNOLOGIES INC $20.35万0.08%1,391 1,391— $20.35万 新建仓
— FIRST TR EXCHANGE-TRADED FD $20.35万0.08%4,590 -604-11.6% -$2.68万 减仓
APO APOLLO GLOBAL MGMT INC $20.65万0.08%1,853 -8,589-82.3% -$95.70万 减仓
VYM VANGUARD WHITEHALL FDS $21.28万0.09%1,437 10.1% $148 加仓
BE BLOOM ENERGY CORP $21.35万0.09%1,576 1,576— $21.35万 新建仓
EMR EMERSON ELEC CO $21.76万0.09%1,661 1,661— $21.76万 新建仓
EOS EATON VANCE ENHANCED EQUITY $21.82万0.09%10,667 -436-3.9% -$8,921 减仓
VEU VANGUARD INTL EQUITY INDEX F $22.30万0.09%2,969 00.0% — 不变
USMV ISHARES TR $22.43万0.09%2,419 -3,332-57.9% -$30.90万 减仓
SCHZ SCHWAB STRATEGIC TR $22.54万0.09%9,705 9,705— $22.54万 新建仓
ETN EATON CORP PLC $23.79万0.10%665 -8-1.2% -$2,861 减仓
BA BOEING CO $23.88万0.10%1,200 00.0% — 不变
SXC SUNCOKE ENERGY INC $24.14万0.10%37,082 5,87918.8% $3.83万 加仓
BSCQ INVESCO EXCH TRD SLF IDX FD $24.16万0.10%12,370 -227-1.8% -$4,433 减仓
MO ALTRIA GROUP INC $24.39万0.10%3,696 00.0% — 不变
IEFA ISHARES TR $24.43万0.10%2,699 2,699— $24.43万 新建仓
BSCS INVESCO EXCH TRD SLF IDX FD $24.52万0.10%12,008 -216-1.8% -$4,411 减仓
COF CAPITAL ONE FINL CORP $24.70万0.10%1,354 00.0% — 不变
VOO VANGUARD INDEX FDS $25.70万0.11%430 00.0% — 不变
MPC MARATHON PETE CORP $26.18万0.11%1,072 00.0% — 重新持有
KTOS KRATOS DEFENSE & SEC SOLUTIO $26.81万0.11%3,802 00.0% — 不变
ADBE ADOBE INC $27.13万0.11%1,116 1,116— $27.13万 新建仓
T AT&T INC $27.36万0.11%9,438 97211.5% $2.82万 加仓
DVY ISHARES TR $27.36万0.11%1,807 -124-6.4% -$1.88万 减仓
KO COCA COLA CO $27.41万0.11%3,605 59519.8% $4.52万 加仓
VGT VANGUARD WORLD FD $28.19万0.12%404 00.0% — 不变
RTX RTX CORPORATION $28.32万0.12%1,468 18814.7% $3.63万 加仓
LLY ELI LILLY & CO $28.61万0.12%311 248.4% $2.21万 加仓
USFR WISDOMTREE TR $28.73万0.12%5,707 2765.1% $1.39万 加仓
INTC INTEL CORP $29.05万0.12%6,582 2824.5% $1.24万 加仓
— VENU HLDG CORP $29.79万0.12%90,000 20,00028.6% $6.62万 加仓
PH PARKER-HANNIFIN CORP $30.17万0.12%337 -9-2.6% -$8,057 减仓
OC OWENS CORNING NEW $30.37万0.12%2,806 28111.1% $3.04万 加仓
SYK STRYKER CORPORATION $31.63万0.13%963 -17-1.7% -$5,584 减仓
NEE NEXTERA ENERGY INC $32.73万0.13%3,524 3,524— $32.73万 新建仓
SCHM SCHWAB STRATEGIC TR $32.78万0.13%10,588 -177-1.6% -$5,480 减仓
MCD MCDONALDS CORP $33.84万0.14%1,089 696.8% $2.14万 加仓
AMD ADVANCED MICRO DEVICES INC $34.34万0.14%1,688 1338.6% $2.71万 加仓
J JACOBS SOLUTIONS INC $35.64万0.15%2,800 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $36.04万0.15%1,487 916.5% $2.21万 加仓
FMHI FIRST TR EXCH TRADED FD III $36.08万0.15%7,590 1061.4% $5,039 加仓
AMAT APPLIED MATLS INC $39.75万0.16%1,163 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $39.84万0.16%584 20.3% $1,364 加仓
PAVE GLOBAL X FDS $39.89万0.16%7,850 2002.6% $1.02万 加仓
JNJ JOHNSON & JOHNSON $42.26万0.17%1,729 -46-2.6% -$1.12万 减仓
IBIT ISHARES BITCOIN TRUST ETF $43.24万0.18%11,255 3,05237.2% $11.73万 加仓
MA MASTERCARD INCORPORATED $43.47万0.18%870 182.1% $8,995 加仓
FTEC FIDELITY COVINGTON TRUST $45.44万0.19%2,184 -31-1.4% -$6,450 减仓
DIS DISNEY WALT CO $45.66万0.19%4,737 -17-0.4% -$1,639 减仓
CAT CATERPILLAR INC $45.98万0.19%649 8615.3% $6.09万 加仓
IJR ISHARES TR $46.60万0.19%3,749 -2-0.1% -$249 减仓
CSCO CISCO SYS INC $48.22万0.20%6,215 2904.9% $2.25万 加仓
MS MORGAN STANLEY $49.08万0.20%2,983 -242-7.5% -$3.98万 减仓
GLW CORNING INC $49.34万0.20%3,629 -365-9.1% -$4.96万 减仓
IWR ISHARES TR $50.27万0.21%5,171 -74-1.4% -$7,194 减仓
TAXF AMERICAN CENTY ETF TR $51.29万0.21%10,247 5355.5% $2.68万 加仓
UNH UNITEDHEALTH GROUP INC $56.20万0.23%2,077 80.4% $2,165 加仓
DSI ISHARES TR $56.78万0.23%4,685 -210-4.3% -$2.54万 减仓
META META PLATFORMS INC $58.07万0.24%1,015 737.7% $4.18万 加仓
AMGN AMGEN INC $58.71万0.24%1,669 20.1% $704 加仓
KR KROGER CO $58.97万0.24%8,150 3834.9% $2.77万 加仓
SPDW SPDR INDEX SHS FDS $59.13万0.24%12,952 -81-0.6% -$3,698 减仓
BAC BANK AMERICA CORP $59.87万0.25%12,282 -30-0.2% -$1,463 减仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $60.29万0.25%53,685 00.0% — 不变
TSLA TESLA INC $60.34万0.25%1,623 19713.8% $7.32万 加仓
LOW LOWES COS INC $61.86万0.25%2,618 130.5% $3,072 加仓
MU MICRON TECHNOLOGY INC $67.84万0.28%2,008 97093.4% $32.77万 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $68.16万0.28%10,875 1,10811.3% $6.94万 加仓
SPIB SPDR SERIES TRUST $68.19万0.28%20,331 6813.5% $2.28万 加仓
FPE FIRST TR EXCH TRADED FD III $68.92万0.28%38,827 -2,282-5.6% -$4.05万 减仓
TXN TEXAS INSTRS INC $69.72万0.29%3,591 862.5% $1.67万 加仓
FIXD FIRST TR EXCHNG TRADED FD VI $72.88万0.30%16,719 1,4959.8% $6.52万 加仓
JSMD JANUS DETROIT STR TR $74.26万0.30%9,359 90910.8% $7.21万 加仓
UPS UNITED PARCEL SVCS INC $77.12万0.32%7,839 1041.3% $1.02万 加仓
NVS NOVARTIS AG $83.37万0.34%5,458 -40-0.7% -$6,110 减仓
PG PROCTER & GAMBLE CO $84.13万0.34%5,825 1081.9% $1.56万 加仓
ABBV ABBVIE INC $84.33万0.35%3,878 1153.1% $2.50万 加仓
SDY SPDR SERIES TRUST $86.66万0.36%5,938 -2,863-32.5% -$41.78万 减仓
QUAL ISHARES TR $86.81万0.36%4,526 -108-2.3% -$2.07万 减仓
FIBK FIRST INTST BANCSYSTEM INC $90.02万0.37%26,952 -288-1.1% -$9,619 减仓
GOOG ALPHABET INC $91.67万0.38%3,196 1785.9% $5.11万 加仓
KMI KINDER MORGAN INC DEL $93.12万0.38%27,772 20.0% $67 加仓
TY TRI CONTL CORP $93.55万0.38%29,614 -568-1.9% -$1.79万 减仓
ATO ATMOS ENERGY CORP $97.29万0.40%5,267 -44-0.8% -$8,128 减仓