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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2,990.47万 | 12.25% | 45,781 | -882 | -1.9% | -$57.61万 | 减仓 |
| MOAT | VANECK ETF TRUST | $1,896.04万 | 7.77% | 196,074 | 8,225 | 4.4% | $79.54万 | 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 |
| DIVO | AMPLIFY ETF TR | $1,316.43万 | 5.39% | 293,519 | 122,915 | 72.0% | $551.27万 | 加仓 |
| COWZ | PACER FDS TR | $1,005.82万 | 4.12% | 160,777 | -85,579 | -34.7% | -$535.38万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $1,001.42万 | 4.10% | 96,877 | 8,610 | 9.8% | $89.00万 | 加仓 |
| AAPL | APPLE INC | $828.00万 | 3.39% | 32,625 | 1,314 | 4.2% | $33.35万 | 加仓 |
| IWF | ISHARES TR | $752.21万 | 3.08% | 17,641 | 17 | 0.1% | $7,249 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $588.10万 | 2.41% | 71,069 | 2,942 | 4.3% | $24.35万 | 加仓 |
| MSFT | MICROSOFT CORP | $539.72万 | 2.21% | 14,580 | 59 | 0.4% | $2.18万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $428.59万 | 1.76% | 24,575 | 276 | 1.1% | $4.81万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $395.73万 | 1.62% | 48,066 | 2,718 | 6.0% | $22.38万 | 加仓 |
| GOOGL | ALPHABET INC | $395.59万 | 1.62% | 13,757 | 96 | 0.7% | $2.76万 | 加仓 |
| AVGO | BROADCOM INC | $395.37万 | 1.62% | 12,774 | -576 | -4.3% | -$17.83万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $318.10万 | 1.30% | 104,296 | -6,503 | -5.9% | -$19.83万 | 减仓 |
| UNP | UNION PAC CORP | $310.53万 | 1.27% | 12,799 | 22 | 0.2% | $5,338 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $272.73万 | 1.12% | 64,112 | 20,892 | 48.3% | $88.87万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $257.27万 | 1.05% | 32,541 | -1,291 | -3.8% | -$10.21万 | 减仓 |
| AMZN | AMAZON COM INC | $252.32万 | 1.03% | 12,115 | 50 | 0.4% | $1.04万 | 加仓 |
| PBUS | INVESCO EXCH TRADED FD TR II | $242.87万 | 0.99% | 37,267 | 1,339 | 3.7% | $8.73万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $233.99万 | 0.96% | 17,851 | -296 | -1.6% | -$3.88万 | 减仓 |
| AVNM | AMERICAN CENTY ETF TR | $232.66万 | 0.95% | 30,545 | 1,698 | 5.9% | $12.93万 | 加仓 |
| CVX | CHEVRON CORPORATION | $212.84万 | 0.87% | 10,287 | -156 | -1.5% | -$3.23万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $212.24万 | 0.87% | 8,932 | -17 | -0.2% | -$4,039 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $211.81万 | 0.87% | 7,201 | 606 | 9.2% | $17.82万 | 加仓 |
| V | VISA INC | $206.84万 | 0.85% | 6,843 | -238 | -3.4% | -$7.19万 | 减仓 |
| BX | BLACKSTONE INC | $198.69万 | 0.81% | 17,279 | -1,679 | -8.9% | -$19.31万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $191.68万 | 0.79% | 4,000 | 218 | 5.8% | $10.45万 | 加仓 |
| SGOV | ISHARES TR | $182.85万 | 0.75% | 18,165 | 4,414 | 32.1% | $44.43万 | 加仓 |
| EOG | EOG RES INC | $168.86万 | 0.69% | 11,680 | 148 | 1.3% | $2.14万 | 加仓 |
| — | EXXON MOBIL CORP | $164.45万 | 0.67% | 9,693 | 25 | 0.3% | $4,241 | 加仓 |
| 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 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $151.93万 | 0.62% | 22,251 | -469 | -2.1% | -$3.20万 | 减仓 |
| NOW | SERVICENOW INC | $146.33万 | 0.60% | 13,996 | -68 | -0.5% | -$7,109 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $134.56万 | 0.55% | 39,524 | -4,861 | -11.0% | -$16.55万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $131.83万 | 0.54% | 25,951 | -452 | -1.7% | -$2.30万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $131.24万 | 0.54% | 4,091 | 14 | 0.3% | $4,491 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $128.10万 | 0.52% | 32,489 | -3,803 | -10.5% | -$15.00万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $122.46万 | 0.50% | 47,800 | 2,244 | 4.9% | $5.75万 | 加仓 |
| HD | HOME DEPOT INC | $121.49万 | 0.50% | 3,694 | 269 | 7.9% | $8.85万 | 加仓 |
| NFLX | NETFLIX INC. | $117.63万 | 0.48% | 12,234 | 35 | 0.3% | $3,365 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $113.32万 | 0.46% | 1,875 | 61 | 3.4% | $3.69万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $110.72万 | 0.45% | 8,331 | -3,959 | -32.2% | -$52.62万 | 减仓 |
| EME | EMCOR GROUP INC | $108.31万 | 0.44% | 1,467 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $105.20万 | 0.43% | 13,271 | 730 | 5.8% | $5.79万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $103.07万 | 0.42% | 41,066 | 105 | 0.3% | $2,635 | 加仓 |
| — | HONEYWELL INTL INC | $101.98万 | 0.42% | 4,512 | 20 | 0.4% | $4,520 | 加仓 |
| WMT | WALMART INC | $101.77万 | 0.42% | 8,189 | 905 | 12.4% | $11.25万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $98.85万 | 0.40% | 992 | 9 | 0.9% | $8,968 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $98.42万 | 0.40% | 8,884 | 86 | 1.0% | $9,527 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $97.86万 | 0.40% | 31,896 | -7,367 | -18.8% | -$22.60万 | 减仓 |
| PEP | PEPSICO INC | $97.36万 | 0.40% | 6,270 | 22 | 0.4% | $3,416 | 加仓 |
| ATO | ATMOS ENERGY CORP | $97.29万 | 0.40% | 5,267 | -44 | -0.8% | -$8,128 | 减仓 |
| TY | TRI CONTL CORP | $93.55万 | 0.38% | 29,614 | -568 | -1.9% | -$1.79万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $93.12万 | 0.38% | 27,772 | 2 | 0.0% | $67 | 加仓 |
| GOOG | ALPHABET INC | $91.67万 | 0.38% | 3,196 | 178 | 5.9% | $5.11万 | 加仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $90.02万 | 0.37% | 26,952 | -288 | -1.1% | -$9,619 | 减仓 |
| QUAL | ISHARES TR | $86.81万 | 0.36% | 4,526 | -108 | -2.3% | -$2.07万 | 减仓 |
| SDY | SPDR SERIES TRUST | $86.66万 | 0.36% | 5,938 | -2,863 | -32.5% | -$41.78万 | 减仓 |
| ABBV | ABBVIE INC | $84.33万 | 0.35% | 3,878 | 115 | 3.1% | $2.50万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $84.13万 | 0.34% | 5,825 | 108 | 1.9% | $1.56万 | 加仓 |
| NVS | NOVARTIS AG | $83.37万 | 0.34% | 5,458 | -40 | -0.7% | -$6,110 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $77.12万 | 0.32% | 7,839 | 104 | 1.3% | $1.02万 | 加仓 |
| JSMD | JANUS DETROIT STR TR | $74.26万 | 0.30% | 9,359 | 909 | 10.8% | $7.21万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $72.88万 | 0.30% | 16,719 | 1,495 | 9.8% | $6.52万 | 加仓 |
| TXN | TEXAS INSTRS INC | $69.72万 | 0.29% | 3,591 | 86 | 2.5% | $1.67万 | 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 |
| SPIB | SPDR SERIES TRUST | $68.19万 | 0.28% | 20,331 | 681 | 3.5% | $2.28万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $68.16万 | 0.28% | 10,875 | 1,108 | 11.3% | $6.94万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $67.84万 | 0.28% | 2,008 | 970 | 93.4% | $32.77万 | 加仓 |
| LOW | LOWES COS INC | $61.86万 | 0.25% | 2,618 | 13 | 0.5% | $3,072 | 加仓 |
| TSLA | TESLA INC | $60.34万 | 0.25% | 1,623 | 197 | 13.8% | $7.32万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $60.29万 | 0.25% | 53,685 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $59.87万 | 0.25% | 12,282 | -30 | -0.2% | -$1,463 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $59.13万 | 0.24% | 12,952 | -81 | -0.6% | -$3,698 | 减仓 |
| KR | KROGER CO | $58.97万 | 0.24% | 8,150 | 383 | 4.9% | $2.77万 | 加仓 |
| AMGN | AMGEN INC | $58.71万 | 0.24% | 1,669 | 2 | 0.1% | $704 | 加仓 |
| META | META PLATFORMS INC | $58.07万 | 0.24% | 1,015 | 73 | 7.7% | $4.18万 | 加仓 |
| DSI | ISHARES TR | $56.78万 | 0.23% | 4,685 | -210 | -4.3% | -$2.54万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $56.20万 | 0.23% | 2,077 | 8 | 0.4% | $2,165 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $51.29万 | 0.21% | 10,247 | 535 | 5.5% | $2.68万 | 加仓 |
| IWR | ISHARES TR | $50.27万 | 0.21% | 5,171 | -74 | -1.4% | -$7,194 | 减仓 |
| GLW | CORNING INC | $49.34万 | 0.20% | 3,629 | -365 | -9.1% | -$4.96万 | 减仓 |
| MS | MORGAN STANLEY | $49.08万 | 0.20% | 2,983 | -242 | -7.5% | -$3.98万 | 减仓 |
| CSCO | CISCO SYS INC | $48.22万 | 0.20% | 6,215 | 290 | 4.9% | $2.25万 | 加仓 |
| IJR | ISHARES TR | $46.60万 | 0.19% | 3,749 | -2 | -0.1% | -$249 | 减仓 |
| CAT | CATERPILLAR INC | $45.98万 | 0.19% | 649 | 86 | 15.3% | $6.09万 | 加仓 |
| DIS | DISNEY WALT CO | $45.66万 | 0.19% | 4,737 | -17 | -0.4% | -$1,639 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $45.44万 | 0.19% | 2,184 | -31 | -1.4% | -$6,450 | 减仓 |
| MA | MASTERCARD INCORPORATED | $43.47万 | 0.18% | 870 | 18 | 2.1% | $8,995 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $43.24万 | 0.18% | 11,255 | 3,052 | 37.2% | $11.73万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $42.26万 | 0.17% | 1,729 | -46 | -2.6% | -$1.12万 | 减仓 |
| PAVE | GLOBAL X FDS | $39.89万 | 0.16% | 7,850 | 200 | 2.6% | $1.02万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $39.84万 | 0.16% | 584 | 2 | 0.3% | $1,364 | 加仓 |
| AMAT | APPLIED MATLS INC | $39.75万 | 0.16% | 1,163 | 0 | 0.0% | — | 不变 |
| FMHI | FIRST TR EXCH TRADED FD III | $36.08万 | 0.15% | 7,590 | 106 | 1.4% | $5,039 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $36.04万 | 0.15% | 1,487 | 91 | 6.5% | $2.21万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $35.64万 | 0.15% | 2,800 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $34.34万 | 0.14% | 1,688 | 133 | 8.6% | $2.71万 | 加仓 |
| MCD | MCDONALDS CORP | $33.84万 | 0.14% | 1,089 | 69 | 6.8% | $2.14万 | 加仓 |