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 |
|---|---|---|---|---|---|---|---|---|
| VTI | Vanguard Total Stock Market ET | $90.07万 | 0.12% | 2,434 | 2,434 | — | $90.07万 | 新建仓 |
| UNP | Union Pacific Corp | $89.92万 | 0.12% | 3,306 | 0 | 0.0% | — | 不变 |
| IWF | iShares Russell 1000 Growth ET | $87.17万 | 0.11% | 7,020 | 0 | 0.0% | — | 不变 |
| — | USCF Gold Strategy Plus Income | $86.86万 | 0.11% | 27,249 | 8,395 | 44.5% | $26.76万 | 加仓 |
| PG | Procter & Gamble Co | $79.85万 | 0.10% | 5,445 | -231 | -4.1% | -$3.39万 | 减仓 |
| GEV | Ge Vernova Inc | $79.77万 | 0.10% | 679 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer Inc | $77.25万 | 0.10% | 32,082 | -8 | -0.0% | -$193 | 减仓 |
| GLW | Corning Inc | $76.63万 | 0.10% | 3,000 | 0 | 0.0% | — | 不变 |
| AFL | Aflac Inc | $71.52万 | 0.09% | 6,100 | -1 | -0.0% | -$117 | 减仓 |
| RTX | RTX CORP | $69.44万 | 0.09% | 3,660 | -1 | -0.0% | -$190 | 减仓 |
| PM | Philip Morris International In | $67.70万 | 0.09% | 3,742 | -1 | -0.0% | -$181 | 减仓 |
| IWD | Ishares TR Russell 1000 Value | $66.55万 | 0.09% | 2,745 | 0 | 0.0% | — | 不变 |
| KO | Coca-Cola Co | $64.76万 | 0.08% | 7,969 | -5 | -0.1% | -$406 | 减仓 |
| BAC | Bank of America Corporation | $58.86万 | 0.08% | 10,330 | -8 | -0.1% | -$456 | 减仓 |
| BMY | Bristol-Myers Squibb Company | $57.00万 | 0.07% | 9,893 | -3 | -0.0% | -$173 | 减仓 |
| DVY | iShares Select Dividend ETF | $56.91万 | 0.07% | 3,641 | 0 | 0.0% | — | 不变 |
| VIG | Vanguard Dividend Appreciation | $55.44万 | 0.07% | 2,343 | -47 | -2.0% | -$1.11万 | 减仓 |
| LQDH | Ishares Interest Rate Hedged C | $52.09万 | 0.07% | 5,593 | 133 | 2.4% | $1.24万 | 加仓 |
| IWO | iShares Russell 2000 Growth ET | $51.61万 | 0.07% | 1,310 | 0 | 0.0% | — | 不变 |
| LMT | Lockheed Martin Corp | $50.28万 | 0.06% | 987 | -60 | -5.7% | -$3.06万 | 减仓 |
| EMBX | VanEck Emerging Markets Bond E | $50.15万 | 0.06% | 9,773 | 9,773 | — | $50.15万 | 新建仓 |
| PANW | Palo Alto Networks Inc | $48.70万 | 0.06% | 1,428 | 0 | 0.0% | — | 不变 |
| DOV | Dover Corp | $47.73万 | 0.06% | 2,128 | 0 | 0.0% | — | 不变 |
| AZO | AutoZone Inc | $45.70万 | 0.06% | 143 | 0 | 0.0% | — | 不变 |
| TRV | The Travelers Companies Inc | $45.56万 | 0.06% | 1,380 | 0 | 0.0% | — | 不变 |
| EMR | Emerson Electric Co | $44.91万 | 0.06% | 3,137 | -250 | -7.4% | -$3.58万 | 减仓 |
| MGC | Vanguard Mega Cap Index Fund E | $42.17万 | 0.05% | 1,541 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen Inc | $41.86万 | 0.05% | 1,156 | -95 | -7.6% | -$3.44万 | 减仓 |
| V | Visa Inc Class A | $41.38万 | 0.05% | 1,206 | -73 | -5.7% | -$2.50万 | 减仓 |
| EFV | iShares MSCI EAFE Value ETF | $40.25万 | 0.05% | 5,258 | -190 | -3.5% | -$1.45万 | 减仓 |
| TSM | Taiwan Semiconductor MFG Co Lt | $39.26万 | 0.05% | 822 | -38 | -4.4% | -$1.81万 | 减仓 |
| VYM | Vanguard High Dividend Yield E | $39.25万 | 0.05% | 2,484 | -2,050 | -45.2% | -$32.40万 | 减仓 |
| GWW | W. W. Grainger Inc | $38.77万 | 0.05% | 285 | 0 | 0.0% | — | 不变 |
| WMT | Walmart Inc | $37.83万 | 0.05% | 3,340 | -50 | -1.5% | -$5,663 | 减仓 |
| CI | Cigna Corp | $37.44万 | 0.05% | 1,358 | 0 | 0.0% | — | 不变 |
| GIS | General Mills Inc | $37.16万 | 0.05% | 10,677 | -453 | -4.1% | -$1.58万 | 减仓 |
| PH | Parker Hannifin Corp | $36.97万 | 0.05% | 378 | 0 | 0.0% | — | 不变 |
| CMI | Cummins Inc | $35.66万 | 0.05% | 500 | 0 | 0.0% | — | 不变 |
| DUK | Duke Energy Corp | $35.29万 | 0.05% | 2,788 | -1 | -0.0% | -$127 | 减仓 |
| IWV | iShares Russell 3000 ETF | $34.11万 | 0.04% | 800 | 0 | 0.0% | — | 不变 |
| ETN | Eaton Corp PLC | $33.92万 | 0.04% | 796 | 0 | 0.0% | — | 不变 |
| MO | Altria Group Inc | $31.98万 | 0.04% | 4,445 | -452 | -9.2% | -$3.25万 | 减仓 |
| PKG | Packaging Corp of America | $30.67万 | 0.04% | 1,287 | 0 | 0.0% | — | 不变 |
| — | Ishares Interest Rate Hedged U | $29.46万 | 0.04% | 11,198 | 653 | 6.2% | $1.72万 | 加仓 |
| COP | ConocoPhillips | $27.90万 | 0.04% | 2,684 | -1 | -0.0% | -$104 | 减仓 |
| FCX | Freeport-McMoRan Inc | $27.04万 | 0.03% | 4,300 | -2 | -0.0% | -$126 | 减仓 |
| BLK | Blackrock Inc | $26.73万 | 0.03% | 278 | 0 | 0.0% | — | 不变 |
| NKE | Nike Inc Class B | $26.33万 | 0.03% | 6,415 | -2 | -0.0% | -$82 | 减仓 |
| IAU | iShares Gold Trust | $26.13万 | 0.03% | 3,461 | 0 | 0.0% | — | 不变 |
| SHW | Sherwin-Williams Co | $25.82万 | 0.03% | 750 | 0 | 0.0% | — | 不变 |
| CSCO | Cisco Systems Inc | $25.63万 | 0.03% | 2,182 | 2,182 | — | $25.63万 | 新建仓 |
| TJX | TJX Companies Inc | $24.54万 | 0.03% | 1,620 | -1 | -0.1% | -$152 | 减仓 |
| NFLX | Netflix Inc | $24.45万 | 0.03% | 3,425 | -5 | -0.1% | -$357 | 减仓 |
| AON | Aon Plc | $24.05万 | 0.03% | 725 | 0 | 0.0% | — | 不变 |
| WY | Weyerhaeuser Co | $23.94万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| LIN | Linde Plc | $23.92万 | 0.03% | 461 | 461 | — | $23.92万 | 新建仓 |
| CLX | Clorox Co | $23.86万 | 0.03% | 2,500 | -170 | -6.4% | -$1.62万 | 减仓 |
| SO | Southern Co | $23.54万 | 0.03% | 2,460 | -2 | -0.1% | -$191 | 减仓 |
| IWL | iShares Russell Top 200 ETF | $23.12万 | 0.03% | 1,250 | -1,250 | -50.0% | -$23.12万 | 减仓 |
| PLTR | Palantir Technologies Inc CL A | $22.84万 | 0.03% | 1,958 | 1,958 | — | $22.84万 | 新建仓 |
| DELL | Dell Technologies Inc | $22.74万 | 0.03% | 527 | 527 | — | $22.74万 | 新建仓 |
| GD | General Dynamics Corp | $22.46万 | 0.03% | 634 | 0 | 0.0% | — | 不变 |
| IJT | iShares SP Small Cap 600 Growt | $22.32万 | 0.03% | 1,250 | 1,250 | — | $22.32万 | 新建仓 |
| MS | Morgan Stanley | $21.95万 | 0.03% | 1,050 | 1,050 | — | $21.95万 | 新建仓 |
| TKR | The Timken Co | $21.80万 | 0.03% | 1,500 | 1,500 | — | $21.80万 | 新建仓 |
| DE | Deere & Co | $21.69万 | 0.03% | 342 | -68 | -16.6% | -$4.31万 | 减仓 |
| IWR | iShares Russell Mid-Cap ETF | $21.15万 | 0.03% | 1,917 | -1,368 | -41.6% | -$15.09万 | 减仓 |
| SCHD | Schwab Strategic Tr Us Dividen | $21.04万 | 0.03% | 6,636 | 0 | 0.0% | — | 不变 |
| EXE | Expand Energy Corp | $20.97万 | 0.03% | 2,300 | 2,300 | — | $20.97万 | 新建仓 |
| QCOM | Qualcomm Inc | $20.90万 | 0.03% | 1,131 | 1,131 | — | $20.90万 | 新建仓 |
| BMI | Badger Meter Inc | $20.67万 | 0.03% | 1,393 | -230 | -14.2% | -$3.41万 | 减仓 |
| SYY | Sysco Corp | $20.59万 | 0.03% | 2,463 | 2,463 | — | $20.59万 | 新建仓 |
| KMB | Kimberly-Clark Corp | $20.53万 | 0.03% | 1,870 | 1,870 | — | $20.53万 | 新建仓 |
| XEL | Xcel Energy Inc | $20.36万 | 0.03% | 2,535 | 0 | 0.0% | — | 不变 |
| ECL | Ecolab Inc | $20.34万 | 0.03% | 730 | 730 | — | $20.34万 | 新建仓 |
| EFG | iShares MSCI EAFE Growth ETF | $19.91万 | 0.03% | 1,600 | 1,600 | — | $19.91万 | 新建仓 |
| ALL | Allstate Corp | $19.37万 | 0.02% | 814 | 814 | — | $19.37万 | 新建仓 |
| SHEL | Shell PLC | $18.61万 | 0.02% | 2,400 | 0 | 0.0% | — | 不变 |
| EQIX | Equinix Inc | $18.45万 | 0.02% | 177 | 177 | — | $18.45万 | 新建仓 |
| CRWD | Crowdstrike Holdings Inc | $17.63万 | 0.02% | 231 | 231 | — | $17.63万 | 新建仓 |
| CRM | Salesforce.com Inc | $17.47万 | 0.02% | 1,115 | -1 | -0.1% | -$157 | 减仓 |
| NOC | Northrop Grumman Corp | $17.06万 | 0.02% | 335 | 0 | 0.0% | — | 不变 |
| ICE | Intercontinental Exchange Inc | $16.74万 | 0.02% | 1,360 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE Group Inc | $16.67万 | 0.02% | 1,238 | 1,238 | — | $16.67万 | 新建仓 |
| T | AT&T Inc | $16.64万 | 0.02% | 8,040 | -927 | -10.3% | -$1.92万 | 减仓 |
| — | Equity Defined Protection ETF | $15.71万 | 0.02% | 5,700 | 5,700 | — | $15.71万 | 新建仓 |
| ISRG | Intuitive Surgical Inc | $15.59万 | 0.02% | 392 | 392 | — | $15.59万 | 新建仓 |
| BA | Boeing Co | $15.20万 | 0.02% | 702 | 702 | — | $15.20万 | 新建仓 |
| MMM | 3M Co | $14.90万 | 0.02% | 920 | 920 | — | $14.90万 | 新建仓 |
| DIS | The Walt Disney Co | $14.58万 | 0.02% | 1,515 | -524 | -25.7% | -$5.04万 | 重新持有 |
| NVO | Novo Nordisk A/S | $14.38万 | 0.02% | 3,000 | 3,000 | — | $14.38万 | 新建仓 |
| UNH | UnitedHealth Group Inc | $14.13万 | 0.02% | 340 | 340 | — | $14.13万 | 新建仓 |
| PFLD | AAM Low Dur Preferred Income E | $14.00万 | 0.02% | 7,159 | -34,440 | -82.8% | -$67.33万 | 重新持有 |
| AWK | American Water Works Co Inc | $13.82万 | 0.02% | 1,050 | 1,050 | — | $13.82万 | 新建仓 |
| JEPI | JPMorgan Equity Premium Income | $13.68万 | 0.02% | 2,422 | -99,688 | -97.6% | -$563.04万 | 重新持有 |
| VZ | Verizon Communications Inc | $13.40万 | 0.02% | 3,164 | 3,164 | — | $13.40万 | 新建仓 |
| — | Amana Mut Funds Tr Growth Fund | $13.18万 | 0.02% | 1,220 | 1,220 | — | $13.18万 | 新建仓 |
| CEG | Constellation Energy Corp | $12.96万 | 0.02% | 522 | 522 | — | $12.96万 | 新建仓 |
| TGT | Target Corp | $12.67万 | 0.02% | 970 | 970 | — | $12.67万 | 新建仓 |
| KLAC | KLA Corp | $12.61万 | 0.02% | 418 | 418 | — | $12.61万 | 新建仓 |