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 |
|---|---|---|---|---|---|---|---|---|
| SCHM | SCHWAB STRATEGIC TR | $32.78万 | 0.13% | 10,588 | -177 | -1.6% | -$5,480 | 减仓 |
| NEE | NEXTERA ENERGY INC | $32.73万 | 0.13% | 3,524 | 3,524 | — | $32.73万 | 新建仓 |
| SYK | STRYKER CORPORATION | $31.63万 | 0.13% | 963 | -17 | -1.7% | -$5,584 | 减仓 |
| OC | OWENS CORNING NEW | $30.37万 | 0.12% | 2,806 | 281 | 11.1% | $3.04万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $30.17万 | 0.12% | 337 | -9 | -2.6% | -$8,057 | 减仓 |
| — | VENU HLDG CORP | $29.79万 | 0.12% | 90,000 | 20,000 | 28.6% | $6.62万 | 加仓 |
| INTC | INTEL CORP | $29.05万 | 0.12% | 6,582 | 282 | 4.5% | $1.24万 | 加仓 |
| USFR | WISDOMTREE TR | $28.73万 | 0.12% | 5,707 | 276 | 5.1% | $1.39万 | 加仓 |
| LLY | ELI LILLY & CO | $28.61万 | 0.12% | 311 | 24 | 8.4% | $2.21万 | 加仓 |
| RTX | RTX CORPORATION | $28.32万 | 0.12% | 1,468 | 188 | 14.7% | $3.63万 | 加仓 |
| VGT | VANGUARD WORLD FD | $28.19万 | 0.12% | 404 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $27.41万 | 0.11% | 3,605 | 595 | 19.8% | $4.52万 | 加仓 |
| DVY | ISHARES TR | $27.36万 | 0.11% | 1,807 | -124 | -6.4% | -$1.88万 | 减仓 |
| T | AT&T INC | $27.36万 | 0.11% | 9,438 | 972 | 11.5% | $2.82万 | 加仓 |
| ADBE | ADOBE INC | $27.13万 | 0.11% | 1,116 | 1,116 | — | $27.13万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $26.81万 | 0.11% | 3,802 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $26.18万 | 0.11% | 1,072 | 0 | 0.0% | — | 重新持有 |
| VOO | VANGUARD INDEX FDS | $25.70万 | 0.11% | 430 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $24.70万 | 0.10% | 1,354 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $24.52万 | 0.10% | 12,008 | -216 | -1.8% | -$4,411 | 减仓 |
| IEFA | ISHARES TR | $24.43万 | 0.10% | 2,699 | 2,699 | — | $24.43万 | 新建仓 |
| MO | ALTRIA GROUP INC | $24.39万 | 0.10% | 3,696 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $24.16万 | 0.10% | 12,370 | -227 | -1.8% | -$4,433 | 减仓 |
| SXC | SUNCOKE ENERGY INC | $24.14万 | 0.10% | 37,082 | 5,879 | 18.8% | $3.83万 | 加仓 |
| BA | BOEING CO | $23.88万 | 0.10% | 1,200 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $23.79万 | 0.10% | 665 | -8 | -1.2% | -$2,861 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $22.54万 | 0.09% | 9,705 | 9,705 | — | $22.54万 | 新建仓 |
| USMV | ISHARES TR | $22.43万 | 0.09% | 2,419 | -3,332 | -57.9% | -$30.90万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $22.30万 | 0.09% | 2,969 | 0 | 0.0% | — | 不变 |
| EOS | EATON VANCE ENHANCED EQUITY | $21.82万 | 0.09% | 10,667 | -436 | -3.9% | -$8,921 | 减仓 |
| EMR | EMERSON ELEC CO | $21.76万 | 0.09% | 1,661 | 1,661 | — | $21.76万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $21.35万 | 0.09% | 1,576 | 1,576 | — | $21.35万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $21.28万 | 0.09% | 1,437 | 1 | 0.1% | $148 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $20.65万 | 0.08% | 1,853 | -8,589 | -82.3% | -$95.70万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $20.35万 | 0.08% | 4,590 | -604 | -11.6% | -$2.68万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $20.35万 | 0.08% | 1,391 | 1,391 | — | $20.35万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $19.90万 | 0.08% | 10,310 | -200 | -1.9% | -$3,860 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $18.21万 | 0.07% | 15,832 | 5,600 | 54.7% | $6.44万 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $17.63万 | 0.07% | 31,769 | -370 | -1.2% | -$2,054 | 减仓 |
| MMU | WESTERN ASSET MANAGED MUNS F | $11.69万 | 0.05% | 11,371 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $10.35万 | 0.04% | 10,915 | 10,915 | — | $10.35万 | 新建仓 |
| QUBT | QUANTUM COMPUTING INC | $9.08万 | 0.04% | 13,250 | -1,500 | -10.2% | -$1.03万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $8.45万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| 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 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -1,438 | -100.0% | -$22.90万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -10,711 | -100.0% | -$20.52万 | 清仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $0 | 0.00% | 0 | -10,092 | -100.0% | -$13.00万 | 清仓 |