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
PG PROCTER & GAMBLE CO $86.92万0.31%5,927 1021.8% $1.50万 加仓
SDY SPDR SERIES TRUST $89.80万0.32%5,901 -37-0.6% -$5,631 减仓
KMI KINDER MORGAN INC DEL $90.26万0.33%28,233 4611.7% $1.47万 加仓
ATO ATMOS ENERGY CORP $90.63万0.33%5,261 -6-0.1% -$1,034 减仓
NFLX NETFLIX INC. $90.64万0.33%12,695 4613.8% $3.29万 加仓
UNH UNITEDHEALTH GROUP INC $92.48万0.33%2,225 1487.1% $6.15万 加仓
SCHD SCHWAB STRATEGIC TR $93.45万0.34%29,470 -2,426-7.6% -$7.69万 减仓
GLW CORNING INC $93.67万0.34%3,667 381.0% $9,706 加仓
LMT LOCKHEED MARTIN CORP $95.88万0.35%1,882 70.4% $3,566 加仓
COST COSTCO WHOLESALE CORPORATION $96.63万0.35%1,033 414.1% $3.84万 加仓
WMT WALMART INC $97.87万0.35%8,641 4525.5% $5.12万 加仓
QUAL ISHARES TR $99.43万0.36%4,531 50.1% $1,097 加仓
TY TRI CONTL CORP $100.90万0.36%29,314 -300-1.0% -$1.03万 减仓
ABBV ABBVIE INC $101.93万0.37%4,051 1734.5% $4.35万 加仓
AMD ADVANCED MICRO DEVICES INC $102.01万0.37%1,756 684.0% $3.95万 加仓
VCSH VANGUARD SCOTTSDALE FDS $102.66万0.37%12,990 -281-2.1% -$2.22万 减仓
FIBK FIRST INTST BANCSYSTEM INC $103.97万0.38%26,964 120.0% $463 加仓
SPY STATE STR SPDR S&P 500 ETF T $106.08万0.38%1,420 -957-40.3% -$71.49万 减仓
TXN TEXAS INSTRS INC $111.21万0.40%3,731 1403.9% $4.17万 加仓
SPAB SPDR SERIES TRUST $118.83万0.43%46,564 -1,236-2.6% -$3.15万 减仓
SCHB SCHWAB STRATEGIC TR $119.21万0.43%41,163 970.2% $2,809 加仓
EME EMCOR GROUP INC $121.99万0.44%1,470 30.2% $2,490 加仓
RDVY FIRST TR EXCHANGE TRADED FD $122.40万0.44%15,100 -7,151-32.1% -$57.96万 减仓
FDL FIRST TR EXCHANGE-TRADED FD $123.12万0.44%25,302 -649-2.5% -$3.16万 减仓
GOOG ALPHABET INC $126.96万0.46%3,593 39712.4% $14.03万 加仓
— EXXON MOBIL CORP $129.72万0.47%9,488 -205-2.1% -$2.80万 减仓
NOW SERVICENOW INC $135.81万0.49%13,679 -317-2.3% -$3.15万 减仓
HD HOME DEPOT INC $136.57万0.49%3,872 1784.8% $6.28万 加仓
EOG EOG RES INC $144.04万0.52%11,103 -577-4.9% -$7.49万 减仓
SGOV ISHARES TR $147.15万0.53%14,617 -3,548-19.5% -$35.72万 减仓
VTI VANGUARD INDEX FDS $151.75万0.55%4,101 100.2% $3,700 加仓
XLK SELECT SECTOR SPDR TR $158.70万0.57%8,330 -1-0.0% -$191 减仓
AVNM AMERICAN CENTY ETF TR $165.10万0.60%20,041 -10,504-34.4% -$86.53万 减仓
CVX CHEVRON CORPORATION $168.74万0.61%10,180 -107-1.0% -$1.77万 减仓
QQQM INVESCO EXCH TRADED FD TR II $176.98万0.64%5,841 -3,091-34.6% -$93.65万 减仓
BX BLACKSTONE INC $180.94万0.65%15,377 -1,902-11.0% -$22.38万 减仓
PBUS INVESCO EXCH TRADED FD TR II $181.69万0.66%24,277 -12,990-34.9% -$97.22万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $192.55万0.70%3,848 -152-3.8% -$7.61万 减仓
V VISA INC $241.35万0.87%7,035 1922.8% $6.59万 加仓
JPM JPMORGAN CHASE & CO $243.70万0.88%7,445 2443.4% $7.99万 加仓
AEP AMERICAN ELEC PWR CO INC $245.56万0.89%17,949 980.5% $1.34万 加仓
MU MICRON TECHNOLOGY INC $246.55万0.89%2,136 1286.4% $14.77万 加仓
SPTM SPDR SERIES TRUST $291.74万1.05%32,133 -408-1.3% -$3.70万 减仓
AMZN AMAZON COM INC $292.37万1.06%12,267 1521.3% $3.62万 加仓
UNP UNION PAC CORP $345.14万1.25%12,689 -110-0.9% -$2.99万 减仓
SCHV SCHWAB STRATEGIC TR $366.95万1.33%105,415 1,1191.1% $3.90万 加仓
CGDV CAPITAL GROUP DIVIDEND VALUE $370.25万1.34%75,132 11,02017.2% $54.31万 加仓
BLDR BUILDERS FIRSTSOURCE INC $430.18万1.55%48,075 90.0% $805 加仓
AVGO BROADCOM INC $481.97万1.74%12,759 -15-0.1% -$5,666 减仓
GOOGL ALPHABET INC $520.65万1.88%14,569 8125.9% $29.02万 加仓
MSFT MICROSOFT CORP $571.51万2.06%15,321 7415.1% $27.64万 加仓
VCIT VANGUARD SCOTTSDALE FDS $606.36万2.19%73,364 2,2953.2% $18.97万 加仓
NVDA NVIDIA CORPORATION $711.87万2.57%35,577 11,00244.8% $220.14万 加仓
IWF ISHARES TR $875.87万3.16%70,538 -26-0.0% -$3,228 减仓
AAPL APPLE INC $972.21万3.51%33,599 9743.0% $28.18万 加仓
COWZ PACER FDS TR $974.32万3.52%156,643 -4,134-2.6% -$25.71万 减仓
XMHQ INVESCO EXCHANGE TRADED FD T $1,126.75万4.07%99,819 2,9423.0% $33.21万 加仓
DIVO AMPLIFY ETF TR $1,375.48万4.97%300,980 7,4612.5% $34.10万 加仓
MOAT VANECK ETF TRUST $2,048.74万7.40%197,070 9960.5% $10.35万 加仓
SPMO INVESCO EXCH TRADED FD TR II $2,323.37万8.39%143,826 1,5681.1% $25.33万 加仓
IVV ISHARES TR $3,501.86万12.65%46,761 9802.1% $73.39万 加仓