Altus Wealth Group LLC
COLORADO SPRINGS CO · SEC CIK 0001842572
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | $97.36万 | 0.40% | 6,270 | 22 | 0.4% | $3,416 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $97.86万 | 0.40% | 31,896 | -7,367 | -18.8% | -$22.60万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $98.42万 | 0.40% | 8,884 | 86 | 1.0% | $9,527 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $98.85万 | 0.40% | 992 | 9 | 0.9% | $8,968 | 加仓 |
| WMT | WALMART INC | $101.77万 | 0.42% | 8,189 | 905 | 12.4% | $11.25万 | 加仓 |
| — | HONEYWELL INTL INC | $101.98万 | 0.42% | 4,512 | 20 | 0.4% | $4,520 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $103.07万 | 0.42% | 41,066 | 105 | 0.3% | $2,635 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $105.20万 | 0.43% | 13,271 | 730 | 5.8% | $5.79万 | 加仓 |
| EME | EMCOR GROUP INC | $108.31万 | 0.44% | 1,467 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $110.72万 | 0.45% | 8,331 | -3,959 | -32.2% | -$52.62万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $113.32万 | 0.46% | 1,875 | 61 | 3.4% | $3.69万 | 加仓 |
| NFLX | NETFLIX INC. | $117.63万 | 0.48% | 12,234 | 35 | 0.3% | $3,365 | 加仓 |
| HD | HOME DEPOT INC | $121.49万 | 0.50% | 3,694 | 269 | 7.9% | $8.85万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $122.46万 | 0.50% | 47,800 | 2,244 | 4.9% | $5.75万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $128.10万 | 0.52% | 32,489 | -3,803 | -10.5% | -$15.00万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $131.24万 | 0.54% | 4,091 | 14 | 0.3% | $4,491 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $131.83万 | 0.54% | 25,951 | -452 | -1.7% | -$2.30万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $134.56万 | 0.55% | 39,524 | -4,861 | -11.0% | -$16.55万 | 减仓 |
| NOW | SERVICENOW INC | $146.33万 | 0.60% | 13,996 | -68 | -0.5% | -$7,109 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $151.93万 | 0.62% | 22,251 | -469 | -2.1% | -$3.20万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $154.61万 | 0.63% | 2,377 | 1,034 | 77.0% | $67.26万 | 加仓 |
| — | EXXON MOBIL CORP | $164.45万 | 0.67% | 9,693 | 25 | 0.3% | $4,241 | 加仓 |
| EOG | EOG RES INC | $168.86万 | 0.69% | 11,680 | 148 | 1.3% | $2.14万 | 加仓 |
| SGOV | ISHARES TR | $182.85万 | 0.75% | 18,165 | 4,414 | 32.1% | $44.43万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $191.68万 | 0.79% | 4,000 | 218 | 5.8% | $10.45万 | 加仓 |
| BX | BLACKSTONE INC | $198.69万 | 0.81% | 17,279 | -1,679 | -8.9% | -$19.31万 | 减仓 |
| V | VISA INC | $206.84万 | 0.85% | 6,843 | -238 | -3.4% | -$7.19万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $211.81万 | 0.87% | 7,201 | 606 | 9.2% | $17.82万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $212.24万 | 0.87% | 8,932 | -17 | -0.2% | -$4,039 | 减仓 |
| CVX | CHEVRON CORPORATION | $212.84万 | 0.87% | 10,287 | -156 | -1.5% | -$3.23万 | 减仓 |
| AVNM | AMERICAN CENTY ETF TR | $232.66万 | 0.95% | 30,545 | 1,698 | 5.9% | $12.93万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $233.99万 | 0.96% | 17,851 | -296 | -1.6% | -$3.88万 | 减仓 |
| PBUS | INVESCO EXCH TRADED FD TR II | $242.87万 | 0.99% | 37,267 | 1,339 | 3.7% | $8.73万 | 加仓 |
| AMZN | AMAZON COM INC | $252.32万 | 1.03% | 12,115 | 50 | 0.4% | $1.04万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $257.27万 | 1.05% | 32,541 | -1,291 | -3.8% | -$10.21万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $272.73万 | 1.12% | 64,112 | 20,892 | 48.3% | $88.87万 | 加仓 |
| UNP | UNION PAC CORP | $310.53万 | 1.27% | 12,799 | 22 | 0.2% | $5,338 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $318.10万 | 1.30% | 104,296 | -6,503 | -5.9% | -$19.83万 | 减仓 |
| AVGO | BROADCOM INC | $395.37万 | 1.62% | 12,774 | -576 | -4.3% | -$17.83万 | 减仓 |
| GOOGL | ALPHABET INC | $395.59万 | 1.62% | 13,757 | 96 | 0.7% | $2.76万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $395.73万 | 1.62% | 48,066 | 2,718 | 6.0% | $22.38万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $428.59万 | 1.76% | 24,575 | 276 | 1.1% | $4.81万 | 加仓 |
| MSFT | MICROSOFT CORP | $539.72万 | 2.21% | 14,580 | 59 | 0.4% | $2.18万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $588.10万 | 2.41% | 71,069 | 2,942 | 4.3% | $24.35万 | 加仓 |
| IWF | ISHARES TR | $752.21万 | 3.08% | 17,641 | 17 | 0.1% | $7,249 | 加仓 |
| AAPL | APPLE INC | $828.00万 | 3.39% | 32,625 | 1,314 | 4.2% | $33.35万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $1,001.42万 | 4.10% | 96,877 | 8,610 | 9.8% | $89.00万 | 加仓 |
| COWZ | PACER FDS TR | $1,005.82万 | 4.12% | 160,777 | -85,579 | -34.7% | -$535.38万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $1,316.43万 | 5.39% | 293,519 | 122,915 | 72.0% | $551.27万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,594.85万 | 6.53% | 142,258 | -2,781 | -1.9% | -$31.18万 | 减仓 |
| MOAT | VANECK ETF TRUST | $1,896.04万 | 7.77% | 196,074 | 8,225 | 4.4% | $79.54万 | 加仓 |
| IVV | ISHARES TR | $2,990.47万 | 12.25% | 45,781 | -882 | -1.9% | -$57.61万 | 减仓 |