Alpine Bank Wealth Management
GRAND JUNCTION CO · SEC CIK 0001974910
$7.79亿2026Q2 申报市值
404持仓数
50.4%前十大占比 · 第一大 10.2%
241 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IUS 新建仓+$3,873.09万
JAAA 加仓+$3,562.55万
STIP 新建仓+$3,473.18万
ISHG 新建仓+$3,240.10万
HYS 新建仓+$3,239.81万
2026Q2 卖出最多 按季末市值估算
JCPB 减仓-$7,725.92万
SYSB 减仓-$7,521.99万
SPMO 减仓-$4,857.93万
SPHQ 减仓-$624.64万
JEPI 重新持有-$563.04万
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 |
|---|---|---|---|---|---|---|---|---|
| SPMO | Invesco S&P 500 Momentum ETF | $7,931.42万 | 10.18% | 490,988 | -300,726 | -38.0% | -$4,857.93万 | 减仓 |
| SPHQ | Invesco S&P 500 Quality ETF | $4,200.25万 | 5.39% | 466,176 | -69,327 | -12.9% | -$624.64万 | 减仓 |
| IUS | Invesco RAFI Strategic US ETF | $3,873.09万 | 4.97% | 590,590 | 590,590 | — | $3,873.09万 | 新建仓 |
| GDE | WisdomTree U.S. Equity Gold | $3,757.45万 | 4.82% | 615,018 | -5,547 | -0.9% | -$33.89万 | 减仓 |
| JAAA | Janus Henderson AAA CLO | $3,708.42万 | 4.76% | 734,486 | 705,596 | 2,442.4% | $3,562.55万 | 加仓 |
| STIP | Ishares Short-Term TIPs | $3,473.18万 | 4.46% | 339,975 | 339,975 | — | $3,473.18万 | 新建仓 |
| ISHG | iShares 1-3 Yr International T | $3,240.10万 | 4.16% | 436,406 | 436,406 | — | $3,240.10万 | 新建仓 |
| HYS | PIMCO 0-5 Year HY Corporate Bo | $3,239.81万 | 4.16% | 346,430 | 346,430 | — | $3,239.81万 | 新建仓 |
| IVV | iShares SP 500 ETF | $3,146.31万 | 4.04% | 42,013 | -524 | -1.2% | -$39.24万 | 减仓 |
| — | WisdomTree U.S. Internationa | $2,675.85万 | 3.43% | 580,267 | 580,267 | — | $2,675.85万 | 新建仓 |
| IJH | iShares Core S&P Mid-Cap | $2,562.83万 | 3.29% | 332,360 | -284 | -0.1% | -$2.19万 | 减仓 |
| USFR | WisdomTree Floating Rate Treas | $1,920.87万 | 2.46% | 381,503 | 116,796 | 44.1% | $588.07万 | 加仓 |
| TBIL | US Treasury 3 Month Bill ETF | $1,458.15万 | 1.87% | 292,448 | 72,236 | 32.8% | $360.17万 | 加仓 |
| JCPB | J P Morgan CORE Plus Bond ETF | $1,303.77万 | 1.67% | 277,752 | -1,645,914 | -85.6% | -$7,725.92万 | 减仓 |
| IWM | iShares Russell 2000 | $1,280.01万 | 1.64% | 42,603 | -518 | -1.2% | -$15.56万 | 减仓 |
| VUG | Vanguard Growth ETF | $1,206.35万 | 1.55% | 140,045 | -16,891 | -10.8% | -$145.50万 | 减仓 |
| SYSB | iShares Systematic Bond ETF | $1,122.53万 | 1.44% | 126,530 | -847,870 | -87.0% | -$7,521.99万 | 减仓 |
| IVW | iShares SP 500 Growth ETF | $1,104.02万 | 1.42% | 80,275 | 0 | 0.0% | — | 不变 |
| IDMO | Invesco S&P Intl Developed Mom | $768.72万 | 0.99% | 127,504 | -21,593 | -14.5% | -$130.18万 | 减仓 |
| XBIL | US Treasury 6 Month Bill ETF | $739.35万 | 0.95% | 147,870 | -5,797 | -3.8% | -$28.98万 | 减仓 |
| GOOG | Alphabet Inc Class C | $736.20万 | 0.94% | 20,836 | 41 | 0.2% | $1.45万 | 加仓 |
| AAPL | Apple Inc | $665.85万 | 0.85% | 23,011 | -719 | -3.0% | -$20.80万 | 减仓 |
| CL | Colgate Palmolive Co | $615.77万 | 0.79% | 67,165 | 0 | 0.0% | — | 不变 |
| VOE | Vanguard Mid-Cap Value Index E | $577.64万 | 0.74% | 29,233 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA Corp | $568.86万 | 0.73% | 28,430 | -353 | -1.2% | -$7.06万 | 减仓 |
| IVE | iShares SP 500 Value ETF | $564.79万 | 0.72% | 24,874 | -25 | -0.1% | -$5,676 | 减仓 |
| JPM | JPMorgan Chase & Co | $562.12万 | 0.72% | 17,173 | -244 | -1.4% | -$7.99万 | 减仓 |
| AVGO | Broadcom Inc | $536.86万 | 0.69% | 14,212 | -205 | -1.4% | -$7.74万 | 减仓 |
| MSFT | Microsoft Corp | $520.29万 | 0.67% | 13,948 | -148 | -1.0% | -$5.52万 | 减仓 |
| VO | Vanguard Mid-Cap ETF | $492.94万 | 0.63% | 61,182 | -1,850 | -2.9% | -$14.91万 | 减仓 |
| FLOT | iShares Floating Rate Bond ETF | $477.87万 | 0.61% | 93,608 | 93,608 | — | $477.87万 | 新建仓 |
| VEU | Vanguard FTSE All-Wld ex-US ET | $466.53万 | 0.60% | 55,705 | 0 | 0.0% | — | 不变 |
| ABBV | AbbVie Inc. | $464.25万 | 0.60% | 18,449 | -237 | -1.3% | -$5.96万 | 减仓 |
| VEA | Vanguard FTSE Developed Market | $455.95万 | 0.58% | 63,993 | 6,522 | 11.3% | $46.47万 | 加仓 |
| BRK/A | Berkshire Hathaway Inc Class A | $449.31万 | 0.58% | 6 | 0 | 0.0% | — | 不变 |
| VB | Vanguard Small-Cap ETF | $426.70万 | 0.55% | 14,077 | -892 | -6.0% | -$27.04万 | 减仓 |
| VBK | Vanguard Small -Cap Growth ETF | $424.72万 | 0.54% | 11,614 | 0 | 0.0% | — | 不变 |
| XVV | Ishares ESG Screened S&P 500 E | $412.41万 | 0.53% | 72,621 | 2,279 | 3.2% | $12.94万 | 加仓 |
| OBIL | US Treasury 12 Month Bill ETF | $379.46万 | 0.49% | 75,929 | 5,291 | 7.5% | $26.44万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc Class B | $361.03万 | 0.46% | 7,215 | -337 | -4.5% | -$16.86万 | 减仓 |
| GS | Goldman Sachs Group Inc | $346.19万 | 0.44% | 3,423 | 0 | 0.0% | — | 不变 |
| USMV | iShares Edge MSCI Min Vol USA | $327.56万 | 0.42% | 33,958 | -8,699 | -20.4% | -$83.91万 | 减仓 |
| — | Innovator Etfs Trust | $310.30万 | 0.40% | 113,000 | 0 | 0.0% | — | 不变 |
| — | Innovator Etfs Trust | $306.47万 | 0.39% | 116,000 | 0 | 0.0% | — | 不变 |
| IJK | iShares S&P Mid-Cap 400 Growth | $300.86万 | 0.39% | 25,605 | -745 | -2.8% | -$8.75万 | 减仓 |
| EAGG | iShares ESG Aware US Aggregate | $300.58万 | 0.39% | 63,401 | -590 | -0.9% | -$2.80万 | 减仓 |
| — | Innovator Etfs Trust | $298.83万 | 0.38% | 115,000 | 0 | 0.0% | — | 不变 |
| VBR | Vanguard Small- Cap Value ETF | $295.33万 | 0.38% | 12,154 | 0 | 0.0% | — | 不变 |
| VTV | Vanguard Value ETF | $288.10万 | 0.37% | 13,220 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil Corp | $285.59万 | 0.37% | 20,889 | -5 | -0.0% | -$684 | 减仓 |
| AMZN | Amazon.com Inc | $279.53万 | 0.36% | 11,728 | -122 | -1.0% | -$2.91万 | 减仓 |
| LOW | Lowes Companies Inc | $264.08万 | 0.34% | 11,977 | 0 | 0.0% | — | 不变 |
| GOOGL | Alphabet Inc Class A | $259.92万 | 0.33% | 7,273 | -359 | -4.7% | -$12.83万 | 减仓 |
| META | Meta Platforms Inc | $235.85万 | 0.30% | 4,187 | -64 | -1.5% | -$3.61万 | 减仓 |
| IWS | iShares Russell Mid-Cap Value | $233.93万 | 0.30% | 14,212 | -783 | -5.2% | -$12.89万 | 减仓 |
| IJR | iShares Core S&P Small-Cap ETF | $228.17万 | 0.29% | 15,385 | 0 | 0.0% | — | 不变 |
| IJS | iShares SP Small Cap 600 Value | $221.19万 | 0.28% | 16,183 | -350 | -2.1% | -$4.78万 | 减仓 |
| ORCL | Oracle Corp | $218.55万 | 0.28% | 14,913 | -5 | -0.0% | -$733 | 减仓 |
| JNJ | Johnson & Johnson | $204.09万 | 0.26% | 8,036 | -4 | -0.0% | -$1,016 | 减仓 |
| SIVR | Abrdn Silver Shares ETF | $191.15万 | 0.25% | 34,000 | 0 | 0.0% | — | 不变 |
| SBUX | Starbucks Corp | $188.86万 | 0.24% | 18,481 | 231 | 1.3% | $2.36万 | 加仓 |
| AXP | American Express Co | $184.18万 | 0.24% | 5,445 | 0 | 0.0% | — | 不变 |
| CVX | Chevron Corp | $178.39万 | 0.23% | 10,762 | 726 | 7.2% | $12.03万 | 加仓 |
| TXN | Texas Instruments Inc | $173.89万 | 0.22% | 5,834 | 69 | 1.2% | $2.06万 | 加仓 |
| VNQ | Vanguard Real Estate ETF | $170.20万 | 0.22% | 17,650 | -316 | -1.8% | -$3.05万 | 减仓 |
| EFA | iShares MSCI EAFE ETF | $169.40万 | 0.22% | 16,307 | -585 | -3.5% | -$6.08万 | 减仓 |
| TLTW | iShares 20 Year Treasury Bond | $168.66万 | 0.22% | 75,497 | 15,465 | 25.8% | $34.55万 | 加仓 |
| CAT | Caterpillar Inc | $168.15万 | 0.22% | 1,579 | -1 | -0.1% | -$1,065 | 减仓 |
| LLY | Eli Lilly and Co | $166.48万 | 0.21% | 1,388 | 37 | 2.7% | $4.44万 | 加仓 |
| MRK | Merck & Co Inc | $165.68万 | 0.21% | 12,893 | -487 | -3.6% | -$6.26万 | 减仓 |
| VUSB | Vanguard Ultra-Short Bond ETF | $164.39万 | 0.21% | 33,024 | 4,659 | 16.4% | $23.19万 | 加仓 |
| IBM | International Business Machine | $161.81万 | 0.21% | 5,754 | 1,399 | 32.1% | $39.34万 | 加仓 |
| NSC | Norfork Southern Corp | $160.19万 | 0.21% | 5,092 | 0 | 0.0% | — | 不变 |
| BUCK | Simplify Treasury Option Incom | $157.67万 | 0.20% | 67,324 | 9,046 | 15.5% | $21.19万 | 加仓 |
| MCD | McDonald's Corp | $157.59万 | 0.20% | 5,830 | -115 | -1.9% | -$3.11万 | 减仓 |
| IQLT | Ishares MSCI Intl Quality Fact | $156.39万 | 0.20% | 31,563 | -415 | -1.3% | -$2.06万 | 减仓 |
| INTC | Intel Corp | $156.39万 | 0.20% | 11,200 | -5 | -0.0% | -$698 | 减仓 |
| PEP | PepsiCo Inc | $149.25万 | 0.19% | 11,023 | -127 | -1.1% | -$1.72万 | 减仓 |
| SGOL | Etfs Gold Tr | $145.27万 | 0.19% | 38,000 | 0 | 0.0% | — | 不变 |
| ABT | Abbott Laboratories | $140.73万 | 0.18% | 15,509 | -2 | -0.0% | -$181 | 减仓 |
| TSLA | Tesla, Inc | $138.88万 | 0.18% | 3,302 | -153 | -4.4% | -$6.44万 | 减仓 |
| ADP | Automatic Data Processing Inc | $132.98万 | 0.17% | 5,938 | 0 | 0.0% | — | 不变 |
| ISPY | ProShares S&P 500 High Income | $124.80万 | 0.16% | 25,897 | 6,176 | 31.3% | $29.76万 | 加仓 |
| GE | General Electric Co | $122.47万 | 0.16% | 3,277 | 75 | 2.3% | $2.80万 | 加仓 |
| DIVO | Amplify CWP Enhanced Dividend | $121.59万 | 0.16% | 26,606 | 4,638 | 21.1% | $21.20万 | 加仓 |
| IJJ | iShares S&P Mid-Cap 400 Value | $116.85万 | 0.15% | 7,910 | 0 | 0.0% | — | 不变 |
| WTPI | WisdomTree Equity Premium Inco | $116.00万 | 0.15% | 35,376 | -129,947 | -78.6% | -$426.10万 | 减仓 |
| IWP | iShares Russell Mid-Cap Growth | $111.77万 | 0.14% | 7,634 | -6 | -0.1% | -$878 | 减仓 |
| MLPA | Global X MLP ETF | $107.33万 | 0.14% | 20,220 | 4,249 | 26.6% | $22.55万 | 加仓 |
| SYK | Stryker Corp | $102.57万 | 0.13% | 3,258 | 0 | 0.0% | — | 不变 |
| COST | Costco Wholesale Corp | $102.43万 | 0.13% | 1,095 | 0 | 0.0% | — | 不变 |
| HD | The Home Depot Inc | $102.14万 | 0.13% | 2,896 | -113 | -3.8% | -$3.99万 | 减仓 |
| IEFA | iShares Core MSCI EAFE ETF | $100.68万 | 0.13% | 10,425 | 0 | 0.0% | — | 不变 |
| AMD | Advanced Micro Devices Inc | $100.61万 | 0.13% | 1,732 | -302 | -14.8% | -$17.54万 | 减仓 |
| APD | Air Products & Chemicals Inc | $99.39万 | 0.13% | 3,390 | -115 | -3.3% | -$3.37万 | 减仓 |
| VOT | Vanguard Mid-Cap Growth ETF | $98.60万 | 0.13% | 3,219 | -1,291 | -28.6% | -$39.54万 | 减仓 |
| VRP | Invesco Variable Rate Preferre | $97.38万 | 0.12% | 40,056 | 6,791 | 20.4% | $16.51万 | 加仓 |
| — | Honeywell International Inc | $93.86万 | 0.12% | 4,192 | 74 | 1.8% | $1.66万 | 重新持有 |
| MA | Mastercard Inc A | $92.19万 | 0.12% | 1,795 | -1 | -0.1% | -$514 | 减仓 |
| SPY | SPDR SP 500 ETF | $91.33万 | 0.12% | 1,223 | 0 | 0.0% | — | 不变 |