13F 机构持仓

Altus Wealth Group LLC

COLORADO SPRINGS CO · SEC CIK 0001842572

2026Q22026Q1 更早 9 个季度 🔒
$2.77亿2026Q2 申报市值
155持仓数
52.4%前十大占比 · 第一大 12.6%
12 / 6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 12.6%
SPMO 8.4%
MOAT 7.4%
DIVO 5.0%
XMHQ 4.1%
COWZ 3.5%
AAPL 3.5%
IWF 3.2%
NVDA 2.6%
VCIT 2.2%

2026Q2 买入最多 按季末市值估算

NVDA 加仓+$220.14万
IVV 加仓+$73.39万
CGDV 加仓+$54.31万
MRVL 新建仓+$54.30万
HONA 新建仓+$49.21万

2026Q2 卖出最多 按季末市值估算

PBUS 减仓-$97.22万
QQQM 减仓-$93.65万
AVNM 减仓-$86.53万
SPY 减仓-$71.49万
FTGS 减仓-$69.99万

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
IBIT ISHARES BITCOIN TRUST ETF $00.00%0 -11,255-100.0% -$43.24万 清仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $00.00%0 -3,802-100.0% -$26.81万 清仓
SCHZ SCHWAB STRATEGIC TR $00.00%0 -9,705-100.0% -$22.54万 清仓
— FIRST TR EXCHANGE-TRADED FD $00.00%0 -4,590-100.0% -$20.35万 清仓
PLTR PALANTIR TECHNOLOGIES INC $00.00%0 -1,391-100.0% -$20.35万 清仓
CLF CLEVELAND-CLIFFS INC NEW $00.00%0 -10,000-100.0% -$8.45万 清仓
SPY STATE STR SPDR S&P 500 ETF T 看跌期权 $7.47万0.03%100 00.0% — 不变
RITM RITHM CAPITAL CORP $10.25万0.04%10,915 00.0% — 不变
QUBT QUANTUM COMPUTING INC $11.40万0.04%11,750 -1,500-11.3% -$1.46万 减仓
MMU WESTERN ASSET MANAGED MUNS F $11.85万0.04%11,371 00.0% — 不变
USA LIBERTY ALL STAR EQUITY FD $18.46万0.07%31,769 00.0% — 不变
ET ENERGY TRANSFER L P $19.14万0.07%10,010 -300-2.9% -$5,736 减仓
NAD NUVEEN QUALITY MUNCP INCOME $19.19万0.07%15,832 00.0% — 不变
BLK BLACKROCK INC $20.00万0.07%208 105.1% $9,616 重新持有
PM PHILIP MORRIS INTL INC $20.65万0.07%1,141 1,141— $20.65万 新建仓
VBR VANGUARD INDEX FDS $20.70万0.07%852 852— $20.70万 新建仓
T AT&T INC $20.83万0.08%10,064 6266.6% $1.30万 加仓
SPYG SPDR SERIES TRUST $20.93万0.08%1,759 1,759— $20.93万 新建仓
FMHI FIRST TR EXCH TRADED FD III $21.10万0.08%4,351 -3,239-42.7% -$15.70万 减仓
GRID FIRST TR EXCHANGE-TRADED FD $21.66万0.08%1,130 1,130— $21.66万 新建仓
APO APOLLO GLOBAL MGMT INC $22.11万0.08%1,869 160.9% $1,893 加仓
IJH ISHARES TR $22.44万0.08%2,910 2,910— $22.44万 新建仓
VYM VANGUARD WHITEHALL FDS $22.72万0.08%1,438 10.1% $158 加仓
USMV ISHARES TR $22.95万0.08%2,379 -40-1.7% -$3,858 减仓
GEV GE VERNOVA INC $23.03万0.08%196 196— $23.03万 新建仓
DE DEERE & CO $23.22万0.08%366 366— $23.22万 新建仓
ADBE ADOBE INC $23.23万0.08%1,133 171.5% $3,485 加仓
EOS EATON VANCE ENHANCED EQUITY $23.51万0.08%10,667 00.0% — 不变
— VENU HLDG CORP $23.85万0.09%105,060 15,06016.7% $3.42万 加仓
BSCQ INVESCO EXCH TRD SLF IDX FD $24.20万0.09%12,393 230.2% $449 加仓
EMR EMERSON ELEC CO $24.22万0.09%1,692 311.9% $4,438 加仓
JAAA JANUS DETROIT STR TR $24.41万0.09%4,835 4,835— $24.41万 新建仓
BSCS INVESCO EXCH TRD SLF IDX FD $24.51万0.09%12,033 250.2% $509 加仓
VEU VANGUARD INTL EQUITY INDEX F $24.87万0.09%2,969 00.0% — 不变
QCOM QUALCOMM INC $25.34万0.09%1,371 745.7% $1.37万 重新持有
GUNR FLEXSHARES TR $25.40万0.09%5,155 5,155— $25.40万 新建仓
USFR WISDOMTREE TR $25.41万0.09%5,047 -660-11.6% -$3.32万 减仓
GS GOLDMAN SACHS GROUP INC $25.99万0.09%257 124.9% $1.21万 重新持有
IEFA ISHARES TR $26.07万0.09%2,699 00.0% — 不变
BA BOEING CO $26.21万0.09%1,211 110.9% $2,381 加仓
MO ALTRIA GROUP INC $27.07万0.10%3,762 661.8% $4,748 加仓
NEE NEXTERA ENERGY INC $27.41万0.10%3,123 -401-11.4% -$3.52万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $28.03万0.10%587 587— $28.03万 新建仓
SXC SUNCOKE ENERGY INC $28.96万0.10%35,981 -1,101-3.0% -$8,863 减仓
DVY ISHARES TR $29.14万0.11%1,864 573.2% $8,911 加仓
MPC MARATHON PETE CORP $29.15万0.11%1,140 686.3% $1.74万 加仓
GE GE AEROSPACE $29.30万0.11%784 10114.8% $3.77万 重新持有
VOO VANGUARD INDEX FDS $29.54万0.11%430 00.0% — 不变
RTX RTX CORPORATION $29.65万0.11%1,563 956.5% $1.80万 加仓
ETN EATON CORP PLC $30.47万0.11%715 507.5% $2.13万 加仓
KO COCA COLA CO $30.58万0.11%3,763 1584.4% $1.28万 加仓
COF CAPITAL ONE FINL CORP $30.61万0.11%1,526 17212.7% $3.45万 加仓
SYK STRYKER CORPORATION $31.20万0.11%991 282.9% $8,816 加仓
MCD MCDONALDS CORP $31.52万0.11%1,166 777.1% $2.08万 加仓
J JACOBS SOLUTIONS INC $35.48万0.13%2,816 160.6% $2,016 加仓
PH PARKER-HANNIFIN CORP $35.70万0.13%365 288.3% $2.74万 加仓
VGT VANGUARD WORLD FD $38.63万0.14%3,232 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $39.05万0.14%10,591 30.0% $111 加仓
PANW PALO ALTO NETWORKS INC $39.73万0.14%1,165 -114-8.9% -$3.89万 重新持有
TSLA TESLA INC $42.48万0.15%1,010 -613-37.8% -$25.78万 减仓
MA MASTERCARD INCORPORATED $42.89万0.15%835 -35-4.0% -$1.80万 减仓
PAVE GLOBAL X FDS $43.31万0.16%7,350 -500-6.4% -$2.95万 减仓
DIS DISNEY WALT CO $44.71万0.16%4,645 -92-1.9% -$8,855 减仓
LLY ELI LILLY & CO $44.98万0.16%375 6420.6% $7.68万 加仓
KR KROGER CO $45.63万0.16%8,218 680.8% $3,776 加仓
OC OWENS CORNING NEW $45.64万0.16%2,871 652.3% $1.03万 加仓
NOC NORTHROP GRUMMAN CORP $46.25万0.17%908 32455.5% $16.50万 加仓
JNJ JOHNSON & JOHNSON $46.31万0.17%1,824 955.5% $2.41万 加仓
IBM INTERNATIONAL BUSINESS MACHS $46.82万0.17%1,665 17812.0% $5.01万 加仓
BE BLOOM ENERGY CORP $47.71万0.17%1,576 00.0% — 不变
HONA HONEYWELL AEROSPACE INC $49.21万0.18%2,226 2,226— $49.21万 新建仓
HON HONEYWELL INTL INC $50.31万0.18%2,247 -2,265-50.2% -$50.71万 减仓
MRVL MARVELL TECHNOLOGY INC $54.30万0.20%1,823 1,823— $54.30万 新建仓
IJR ISHARES TR $55.60万0.20%3,749 00.0% — 不变
IWR ISHARES TR $55.61万0.20%5,041 -130-2.5% -$1.43万 减仓
MS MORGAN STANLEY $58.60万0.21%2,803 -180-6.0% -$3.76万 减仓
FPE FIRST TR EXCH TRADED FD III $59.23万0.21%33,127 -5,700-14.7% -$10.19万 减仓
FTEC FIDELITY COVINGTON TRUST $59.34万0.21%2,078 -106-4.9% -$3.03万 减仓
JSMD JANUS DETROIT STR TR $59.57万0.22%5,884 -3,475-37.1% -$35.18万 减仓
FIXD FIRST TR EXCHNG TRADED FD VI $59.97万0.22%13,751 -2,968-17.8% -$12.94万 减仓
AMGN AMGEN INC $60.31万0.22%1,666 -3-0.2% -$1,086 减仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $63.03万0.23%53,685 00.0% — 不变
LOW LOWES COS INC $63.06万0.23%2,860 2429.2% $5.34万 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $64.74万0.23%7,206 -3,669-33.7% -$32.96万 减仓
SPDW SPDR INDEX SHS FDS $65.38万0.24%12,976 240.2% $1,209 加仓
SPIB SPDR SERIES TRUST $66.94万0.24%20,007 -324-1.6% -$1.08万 减仓
META META PLATFORMS INC $68.10万0.25%1,209 19419.1% $10.93万 加仓
DSI ISHARES TR $68.69万0.25%4,824 1393.0% $1.98万 加仓
BAC BANK OF AMER CORP $69.56万0.25%12,207 -75-0.6% -$4,274 减仓
FTGS FIRST TR EXCHANGE-TRADED FD $76.26万0.28%20,609 -18,915-47.9% -$69.99万 减仓
CSCO CISCO SYS INC $76.47万0.28%6,510 2954.7% $3.47万 加仓
TAXF AMERICAN CENTY ETF TR $77.46万0.28%15,237 4,99048.7% $25.37万 加仓
CAT CATERPILLAR INC $78.29万0.28%735 8613.3% $9.16万 加仓
SDVY FIRST TR EXCHANGE TRADED FD $78.99万0.29%18,309 -14,180-43.6% -$61.17万 减仓
AIRR FIRST TR EXCHANGE TRADED FD $80.70万0.29%6,056 -2,828-31.8% -$37.68万 减仓
AMAT APPLIED MATLS INC $83.36万0.30%1,153 -10-0.9% -$7,230 减仓
UPS UNITED PARCEL SVCS INC $84.56万0.31%7,866 270.3% $2,902 加仓
PEP PEPSICO INC $85.33万0.31%6,302 320.5% $4,333 加仓
NVS NOVARTIS AG $85.62万0.31%5,463 50.1% $784 加仓
INTC INTEL CORP $86.27万0.31%6,178 -404-6.1% -$5.64万 减仓