Alpine Bank Wealth Management
GRAND JUNCTION CO · SEC CIK 0001974910
$6.88亿2026Q1 申报市值
161持仓数
62.7%前十大占比 · 第一大 13.2%
6 / 1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
SYSB 新建仓+$8,672.16万
WTPI 新建仓+$527.55万
XBIL 加仓+$303.19万
Innovator Etfs T 新建仓+$300.01万
IDMO 加仓+$288.42万
2026Q1 卖出最多 按季末市值估算
USFR 减仓-$3,759.63万
JCPB 减仓-$3,384.50万
VUG 减仓-$2,073.49万
SPMO 减仓-$642.24万
GDE 减仓-$265.36万
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 |
|---|---|---|---|---|---|---|---|---|
| JEPI | JPMorgan Equity Premium Income | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PFLD | AAM Low Dur Preferred Income E | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BHP | BHP Billiton Ltd | $0 | 0.00% | 0 | -4,000 | -100.0% | -$24.15万 | 清仓 |
| DIS | The Walt Disney Co | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XOVR | Entrepreneurshares Series Trus | $16.89万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| XEL | Xcel Energy Inc | $20.14万 | 0.03% | 2,535 | 0 | 0.0% | — | 重新持有 |
| SCHD | Schwab Strategic Tr Us Dividen | $20.36万 | 0.03% | 6,636 | 0 | 0.0% | — | 重新持有 |
| CRM | Salesforce.com Inc | $20.83万 | 0.03% | 1,116 | 492 | 78.8% | $9.18万 | 重新持有 |
| ICE | Intercontinental Exchange Inc | $21.39万 | 0.03% | 1,360 | 149 | 12.3% | $2.34万 | 重新持有 |
| GD | General Dynamics Corp | $21.76万 | 0.03% | 634 | 71 | 12.6% | $2.44万 | 重新持有 |
| SHEL | Shell PLC | $22.32万 | 0.03% | 2,400 | 0 | 0.0% | — | 重新持有 |
| NOC | Northrop Grumman Corp | $22.86万 | 0.03% | 335 | -43 | -11.4% | -$2.93万 | 重新持有 |
| PANW | Palo Alto Networks Inc | $22.89万 | 0.03% | 1,428 | 0 | 0.0% | — | 不变 |
| DE | Deere & Co | $23.10万 | 0.03% | 410 | -45 | -9.9% | -$2.53万 | 重新持有 |
| AON | Aon Plc | $23.40万 | 0.03% | 725 | 0 | 0.0% | — | 不变 |
| SO | Southern Co | $23.76万 | 0.03% | 2,462 | 2 | 0.1% | $193 | 加仓 |
| SHW | Sherwin-Williams Co | $24.04万 | 0.03% | 750 | 0 | 0.0% | — | 不变 |
| WY | Weyerhaeuser Co | $24.43万 | 0.04% | 10,000 | 10,000 | — | $24.43万 | 新建仓 |
| BMI | Badger Meter Inc | $24.73万 | 0.04% | 1,623 | 0 | 0.0% | — | 不变 |
| FCX | Freeport-McMoRan Inc | $25.29万 | 0.04% | 4,302 | 4,302 | — | $25.29万 | 新建仓 |
| TJX | TJX Companies Inc | $25.89万 | 0.04% | 1,621 | 232 | 16.7% | $3.71万 | 加仓 |
| T | AT&T Inc | $26.00万 | 0.04% | 8,967 | -145 | -1.6% | -$4,204 | 减仓 |
| BLK | Blackrock Inc | $26.74万 | 0.04% | 278 | -3 | -1.1% | -$2,885 | 减仓 |
| CMI | Cummins Inc | $26.90万 | 0.04% | 500 | 0 | 0.0% | — | 不变 |
| PKG | Packaging Corp of America | $27.31万 | 0.04% | 1,287 | 1,089 | 550.0% | $23.11万 | 重新持有 |
| — | Ishares Interest Rate Hedged U | $27.54万 | 0.04% | 10,545 | 0 | 0.0% | — | 不变 |
| CLX | Clorox Co | $27.67万 | 0.04% | 2,670 | 0 | 0.0% | — | 不变 |
| ETN | Eaton Corp PLC | $28.47万 | 0.04% | 796 | 0 | 0.0% | — | 不变 |
| TSM | Taiwan Semiconductor MFG Co Lt | $29.06万 | 0.04% | 860 | 40 | 4.9% | $1.35万 | 加仓 |
| IWV | iShares Russell 3000 ETF | $29.65万 | 0.04% | 800 | 0 | 0.0% | — | 不变 |
| IAU | iShares Gold Trust | $30.51万 | 0.04% | 3,461 | 0 | 0.0% | — | 不变 |
| GWW | W. W. Grainger Inc | $31.09万 | 0.05% | 285 | 0 | 0.0% | — | 不变 |
| IWR | iShares Russell Mid-Cap ETF | $31.94万 | 0.05% | 3,285 | 0 | 0.0% | — | 不变 |
| MO | Altria Group Inc | $32.32万 | 0.05% | 4,897 | 430 | 9.6% | $2.84万 | 加仓 |
| NFLX | Netflix Inc | $32.98万 | 0.05% | 3,430 | -2,214 | -39.2% | -$21.29万 | 减仓 |
| PH | Parker Hannifin Corp | $33.84万 | 0.05% | 378 | -19 | -4.8% | -$1.70万 | 减仓 |
| NKE | Nike Inc Class B | $33.89万 | 0.05% | 6,417 | 2 | 0.0% | $106 | 加仓 |
| COP | ConocoPhillips | $35.44万 | 0.05% | 2,685 | 474 | 21.4% | $6.26万 | 加仓 |
| CI | Cigna Corp | $36.22万 | 0.05% | 1,358 | -186 | -12.0% | -$4.96万 | 减仓 |
| MGC | Vanguard Mega Cap Index Fund E | $36.42万 | 0.05% | 1,541 | 0 | 0.0% | — | 不变 |
| DUK | Duke Energy Corp | $36.52万 | 0.05% | 2,789 | -33 | -1.2% | -$4,321 | 减仓 |
| V | Visa Inc Class A | $38.66万 | 0.06% | 1,279 | -751 | -37.0% | -$22.70万 | 减仓 |
| IWL | iShares Russell Top 200 ETF | $40.12万 | 0.06% | 2,500 | 0 | 0.0% | — | 不变 |
| TRV | The Travelers Companies Inc | $40.25万 | 0.06% | 1,380 | -10 | -0.7% | -$2,917 | 减仓 |
| EFV | iShares MSCI EAFE Value ETF | $40.51万 | 0.06% | 5,448 | -591 | -9.8% | -$4.39万 | 减仓 |
| GLW | Corning Inc | $40.79万 | 0.06% | 3,000 | 0 | 0.0% | — | 不变 |
| IWO | iShares Russell 2000 Growth ET | $41.11万 | 0.06% | 1,310 | 0 | 0.0% | — | 不变 |
| AMD | Advanced Micro Devices Inc | $41.38万 | 0.06% | 2,034 | 587 | 40.6% | $11.94万 | 加仓 |
| GIS | General Mills Inc | $41.43万 | 0.06% | 11,130 | -63 | -0.6% | -$2,345 | 减仓 |
| WMT | Walmart Inc | $42.13万 | 0.06% | 3,390 | 1,369 | 67.7% | $17.01万 | 加仓 |
| AMGN | Amgen Inc | $44.02万 | 0.06% | 1,251 | 355 | 39.6% | $12.49万 | 加仓 |
| DOV | Dover Corp | $44.36万 | 0.06% | 2,128 | 0 | 0.0% | — | 不变 |
| EMR | Emerson Electric Co | $44.38万 | 0.06% | 3,387 | 182 | 5.7% | $2.38万 | 加仓 |
| AZO | AutoZone Inc | $48.30万 | 0.07% | 143 | 0 | 0.0% | — | 不变 |
| INTC | Intel Corp | $49.45万 | 0.07% | 11,205 | 5 | 0.0% | $221 | 加仓 |
| BAC | Bank of America Corporation | $50.40万 | 0.07% | 10,338 | -102 | -1.0% | -$4,973 | 减仓 |
| LQDH | Ishares Interest Rate Hedged C | $50.42万 | 0.07% | 5,460 | -6,005 | -52.4% | -$55.45万 | 减仓 |
| VIG | Vanguard Dividend Appreciation | $51.40万 | 0.07% | 2,390 | -53 | -2.2% | -$1.14万 | 减仓 |
| DVY | iShares Select Dividend ETF | $55.13万 | 0.08% | 3,641 | 891 | 32.4% | $13.49万 | 加仓 |
| IWD | Ishares TR Russell 1000 Value | $58.65万 | 0.09% | 2,745 | 0 | 0.0% | — | 不变 |
| GEV | Ge Vernova Inc | $59.27万 | 0.09% | 679 | 194 | 40.0% | $16.93万 | 加仓 |
| BMY | Bristol-Myers Squibb Company | $60.02万 | 0.09% | 9,896 | -86 | -0.9% | -$5,216 | 减仓 |
| KO | Coca-Cola Co | $60.64万 | 0.09% | 7,974 | 5 | 0.1% | $380 | 加仓 |
| PM | Philip Morris International In | $61.89万 | 0.09% | 3,743 | 103 | 2.8% | $1.70万 | 加仓 |
| LMT | Lockheed Martin Corp | $63.28万 | 0.09% | 1,047 | -9 | -0.9% | -$5,440 | 减仓 |
| AFL | Aflac Inc | $66.93万 | 0.10% | 6,101 | 1 | 0.0% | $110 | 加仓 |
| VYM | Vanguard High Dividend Yield E | $67.15万 | 0.10% | 4,534 | 0 | 0.0% | — | 不变 |
| — | USCF Gold Strategy Plus Income | $69.65万 | 0.10% | 18,854 | 2,694 | 16.7% | $9.95万 | 加仓 |
| RTX | RTX CORP | $70.62万 | 0.10% | 3,661 | 1 | 0.0% | $193 | 加仓 |
| IWF | iShares Russell 1000 Growth ET | $74.83万 | 0.11% | 1,755 | 0 | 0.0% | — | 不变 |
| SPY | SPDR SP 500 ETF | $79.54万 | 0.12% | 1,223 | 298 | 32.2% | $19.38万 | 加仓 |
| VRP | Invesco Variable Rate Preferre | $79.77万 | 0.12% | 33,265 | 33,265 | — | $79.77万 | 新建仓 |
| UNP | Union Pacific Corp | $80.21万 | 0.12% | 3,306 | 0 | 0.0% | — | 不变 |
| PG | Procter & Gamble Co | $81.98万 | 0.12% | 5,676 | -309 | -5.2% | -$4.46万 | 减仓 |
| ISPY | ProShares S&P 500 High Income | $85.49万 | 0.12% | 19,721 | -613 | -3.0% | -$2.66万 | 减仓 |
| MLPA | Global X MLP ETF | $86.04万 | 0.13% | 15,971 | 399 | 2.6% | $2.15万 | 加仓 |
| MA | Mastercard Inc A | $89.74万 | 0.13% | 1,796 | 60 | 3.5% | $3.00万 | 加仓 |
| PFE | Pfizer Inc | $90.11万 | 0.13% | 32,090 | -1,209 | -3.6% | -$3.39万 | 减仓 |
| GE | General Electric Co | $90.86万 | 0.13% | 3,202 | 160 | 5.3% | $4.54万 | 加仓 |
| IEFA | iShares Core MSCI EAFE ETF | $94.38万 | 0.14% | 10,425 | 0 | 0.0% | — | 不变 |
| IWP | iShares Russell Mid-Cap Growth | $97.88万 | 0.14% | 7,640 | 0 | 0.0% | — | 不变 |
| — | Honeywell International Inc | $97.92万 | 0.14% | 4,332 | 214 | 5.2% | $4.84万 | 加仓 |
| DIVO | Amplify CWP Enhanced Dividend | $98.53万 | 0.14% | 21,968 | 1,746 | 8.6% | $7.83万 | 加仓 |
| HD | The Home Depot Inc | $98.96万 | 0.14% | 3,009 | 280 | 10.3% | $9.21万 | 加仓 |
| APD | Air Products & Chemicals Inc | $101.82万 | 0.15% | 3,505 | 0 | 0.0% | — | 不变 |
| IJJ | iShares S&P Mid-Cap 400 Value | $104.81万 | 0.15% | 7,910 | -400 | -4.8% | -$5.30万 | 减仓 |
| IBM | International Business Machine | $105.56万 | 0.15% | 4,355 | -138 | -3.1% | -$3.34万 | 减仓 |
| SYK | Stryker Corp | $107.05万 | 0.16% | 3,258 | 0 | 0.0% | — | 不变 |
| COST | Costco Wholesale Corp | $109.11万 | 0.16% | 1,095 | -37 | -3.3% | -$3.69万 | 减仓 |
| TXN | Texas Instruments Inc | $111.92万 | 0.16% | 5,765 | 141 | 2.5% | $2.74万 | 加仓 |
| CAT | Caterpillar Inc | $111.94万 | 0.16% | 1,580 | -6 | -0.4% | -$4,251 | 减仓 |
| VOT | Vanguard Mid-Cap Growth ETF | $116.06万 | 0.17% | 4,510 | -94 | -2.0% | -$2.42万 | 减仓 |
| ADP | Automatic Data Processing Inc | $120.65万 | 0.18% | 5,938 | -35 | -0.6% | -$7,111 | 减仓 |
| LLY | Eli Lilly and Co | $124.26万 | 0.18% | 1,351 | -15 | -1.1% | -$1.38万 | 减仓 |
| TSLA | Tesla, Inc | $128.44万 | 0.19% | 3,455 | 29 | 0.8% | $1.08万 | 加仓 |
| TLTW | iShares 20 Year Treasury Bond | $135.79万 | 0.20% | 60,032 | 22,229 | 58.8% | $50.28万 | 加仓 |
| BUCK | Simplify Treasury Option Incom | $136.98万 | 0.20% | 58,278 | 23,984 | 69.9% | $56.37万 | 加仓 |
| VUSB | Vanguard Ultra-Short Bond ETF | $141.22万 | 0.21% | 28,365 | -43,478 | -60.5% | -$216.46万 | 减仓 |
| JAAA | Janus Henderson AAA CLO | $145.52万 | 0.21% | 28,890 | -1,590 | -5.2% | -$8.01万 | 减仓 |
| NSC | Norfork Southern Corp | $146.14万 | 0.21% | 5,092 | 0 | 0.0% | — | 不变 |