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 |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P Morgan CORE Plus Bond ETF | $9,056.62万 | 13.17% | 1,923,666 | -718,882 | -27.2% | -$3,384.50万 | 减仓 |
| SPMO | Invesco S&P 500 Momentum ETF | $8,875.91万 | 12.91% | 791,714 | -57,287 | -6.7% | -$642.24万 | 减仓 |
| SYSB | iShares Systematic Bond ETF | $8,672.16万 | 12.61% | 974,400 | 974,400 | — | $8,672.16万 | 新建仓 |
| SPHQ | Invesco S&P 500 Quality ETF | $4,026.45万 | 5.85% | 535,503 | -19,547 | -3.5% | -$146.97万 | 减仓 |
| GDE | WisdomTree ETF Equity Gold S | $3,903.35万 | 5.68% | 620,565 | -42,187 | -6.4% | -$265.36万 | 减仓 |
| IVV | iShares SP 500 ETF | $2,778.56万 | 4.04% | 42,537 | -37 | -0.1% | -$2.42万 | 减仓 |
| IJH | iShares Core S&P Mid-Cap | $2,246.34万 | 3.27% | 332,644 | -570 | -0.2% | -$3.85万 | 减仓 |
| USFR | Wisdomtree Floating Rate Treas | $1,332.54万 | 1.94% | 264,707 | -746,848 | -73.8% | -$3,759.63万 | 减仓 |
| VUG | Vanguard Growth ETF | $1,142.47万 | 1.66% | 26,156 | -47,471 | -64.5% | -$2,073.49万 | 减仓 |
| TBIL | US Treasury 3 Month Bill ETF | $1,097.98万 | 1.60% | 220,212 | -2,743 | -1.2% | -$13.68万 | 减仓 |
| IWM | iShares Russell 2000 | $1,069.40万 | 1.55% | 43,121 | -4,740 | -9.9% | -$117.55万 | 减仓 |
| IVW | iShares SP 500 Growth ETF | $907.99万 | 1.32% | 80,275 | -200 | -0.2% | -$2.26万 | 减仓 |
| IDMO | Invesco S&P Intl Developed Mom | $817.65万 | 1.19% | 149,097 | 52,593 | 54.5% | $288.42万 | 加仓 |
| XBIL | US Treasury 6 Month Bill ETF | $768.80万 | 1.12% | 153,667 | 60,602 | 65.1% | $303.19万 | 加仓 |
| AAPL | Apple Inc | $602.24万 | 0.88% | 23,730 | 257 | 1.1% | $6.52万 | 加仓 |
| GOOG | Alphabet Inc Class C | $596.53万 | 0.87% | 20,795 | 38 | 0.2% | $1.09万 | 加仓 |
| CL | Colgate Palmolive Co | $572.45万 | 0.83% | 67,165 | 410 | 0.6% | $3.49万 | 加仓 |
| VOE | Vanguard Mid-Cap Value Index E | $538.71万 | 0.78% | 29,233 | -662 | -2.2% | -$12.20万 | 减仓 |
| WTPI | WisdomTree Equity Premium Inco | $527.55万 | 0.77% | 165,323 | 165,323 | — | $527.55万 | 新建仓 |
| IVE | iShares SP 500 Value ETF | $525.74万 | 0.76% | 24,899 | -45 | -0.2% | -$9,502 | 减仓 |
| MSFT | Microsoft Corp | $521.79万 | 0.76% | 14,096 | -127 | -0.9% | -$4.70万 | 减仓 |
| JPM | JPMorgan Chase & Co | $512.34万 | 0.74% | 17,417 | -209 | -1.2% | -$6.15万 | 减仓 |
| NVDA | NVIDIA Corp | $501.98万 | 0.73% | 28,783 | -1,599 | -5.3% | -$27.89万 | 减仓 |
| VO | Vanguard Mid-Cap ETF | $452.54万 | 0.66% | 15,758 | -574 | -3.5% | -$16.48万 | 减仓 |
| AVGO | Broadcom Inc | $446.22万 | 0.65% | 14,417 | 24 | 0.2% | $7,428 | 加仓 |
| BRK/A | Berkshire Hathaway Inc Class A | $430.88万 | 0.63% | 6 | 0 | 0.0% | — | 不变 |
| VEU | Vanguard FTSE All-Wld ex-US ET | $418.34万 | 0.61% | 55,705 | 0 | 0.0% | — | 不变 |
| ABBV | AbbVie Inc. | $406.40万 | 0.59% | 18,686 | 530 | 2.9% | $11.53万 | 加仓 |
| USMV | iShares Edge MSCI Min Vol USA | $395.60万 | 0.58% | 42,657 | -4,708 | -9.9% | -$43.66万 | 减仓 |
| VB | Vanguard Small-Cap ETF | $392.07万 | 0.57% | 14,969 | -370 | -2.4% | -$9.69万 | 减仓 |
| VEA | Vanguard FTSE Developed Market | $368.27万 | 0.54% | 57,471 | -433 | -0.7% | -$2.77万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc Class B | $361.89万 | 0.53% | 7,552 | 20 | 0.3% | $9,584 | 加仓 |
| — | Exxon Mobil Corp | $354.49万 | 0.52% | 20,894 | -1,018 | -4.6% | -$17.27万 | 减仓 |
| OBIL | US Treasury 12 Month Bill ETF | $353.72万 | 0.51% | 70,638 | 3,736 | 5.6% | $18.71万 | 加仓 |
| VBK | Vanguard Small -Cap Growth ETF | $351.03万 | 0.51% | 11,614 | 0 | 0.0% | — | 不变 |
| XVV | Ishares ESG Screened S&P 500 E | $346.22万 | 0.50% | 70,342 | -8,923 | -11.3% | -$43.92万 | 减仓 |
| EAGG | iShares ESG Aware US Aggregate | $304.28万 | 0.44% | 63,991 | 5,881 | 10.1% | $27.96万 | 加仓 |
| — | Innovator Etfs Trust | $300.01万 | 0.44% | 113,000 | 113,000 | — | $300.01万 | 新建仓 |
| — | Innovator Etfs Trust | $297.25万 | 0.43% | 116,000 | 97,250 | 518.7% | $249.20万 | 重新持有 |
| — | Innovator Etfs Trust | $291.99万 | 0.42% | 115,000 | 96,250 | 513.3% | $244.38万 | 加仓 |
| GS | Goldman Sachs Group Inc | $289.58万 | 0.42% | 3,423 | -1 | -0.0% | -$846 | 减仓 |
| LOW | Lowes Companies Inc | $282.99万 | 0.41% | 11,977 | -289 | -2.4% | -$6.83万 | 减仓 |
| IJK | iShares S&P Mid-Cap 400 Growth | $265.13万 | 0.39% | 26,350 | -1,100 | -4.0% | -$11.07万 | 减仓 |
| VBR | Vanguard Small- Cap Value ETF | $264.05万 | 0.38% | 12,154 | -531 | -4.2% | -$11.54万 | 减仓 |
| VTV | Vanguard Value ETF | $259.38万 | 0.38% | 13,220 | 0 | 0.0% | — | 不变 |
| AMZN | Amazon.com Inc | $246.80万 | 0.36% | 11,850 | -167 | -1.4% | -$3.48万 | 减仓 |
| SIVR | Abrdn Silver Shares ETF | $243.47万 | 0.35% | 34,000 | 0 | 0.0% | — | 不变 |
| META | Meta Platforms Inc | $243.21万 | 0.35% | 4,251 | 83 | 2.0% | $4.75万 | 加仓 |
| GOOGL | Alphabet Inc Class A | $219.47万 | 0.32% | 7,632 | -86 | -1.1% | -$2.47万 | 减仓 |
| ORCL | Oracle Corp | $219.46万 | 0.32% | 14,918 | -109 | -0.7% | -$1.60万 | 减仓 |
| IWS | iShares Russell Mid-Cap Value | $218.54万 | 0.32% | 14,995 | 0 | 0.0% | — | 不变 |
| CVX | Chevron Corp | $207.64万 | 0.30% | 10,036 | 2 | 0.0% | $414 | 加仓 |
| JNJ | Johnson & Johnson | $196.53万 | 0.29% | 8,040 | 89 | 1.1% | $2.18万 | 加仓 |
| IJS | iShares SP Small Cap 600 Value | $195.83万 | 0.28% | 16,533 | -4,367 | -20.9% | -$51.73万 | 减仓 |
| IJR | iShares Core S&P Small-Cap ETF | $191.25万 | 0.28% | 15,385 | -387 | -2.5% | -$4.81万 | 减仓 |
| MCD | McDonald's Corp | $184.76万 | 0.27% | 5,945 | 406 | 7.3% | $12.62万 | 加仓 |
| PEP | PepsiCo Inc | $173.15万 | 0.25% | 11,150 | -356 | -3.1% | -$5.53万 | 减仓 |
| SGOL | Etfs Gold Tr | $169.56万 | 0.25% | 38,000 | 10,000 | 35.7% | $44.62万 | 加仓 |
| AXP | American Express Co | $164.70万 | 0.24% | 5,445 | 0 | 0.0% | — | 不变 |
| EFA | iShares MSCI EAFE ETF | $164.07万 | 0.24% | 16,892 | 0 | 0.0% | — | 不变 |
| SBUX | Starbucks Corp | $163.50万 | 0.24% | 18,250 | 1 | 0.0% | $90 | 加仓 |
| MRK | Merck & Co Inc | $160.95万 | 0.23% | 13,380 | 284 | 2.2% | $3.42万 | 加仓 |
| VNQ | Vanguard Real Estate ETF | $159.36万 | 0.23% | 17,966 | 316 | 1.8% | $2.80万 | 加仓 |
| ABT | Abbott Laboratories | $159.25万 | 0.23% | 15,511 | -22 | -0.1% | -$2,259 | 减仓 |
| IQLT | Ishares MSCI Intl Quality Fact | $147.83万 | 0.21% | 31,978 | 56 | 0.2% | $2,589 | 加仓 |
| NSC | Norfork Southern Corp | $146.14万 | 0.21% | 5,092 | 0 | 0.0% | — | 不变 |
| JAAA | Janus Henderson AAA CLO | $145.52万 | 0.21% | 28,890 | -1,590 | -5.2% | -$8.01万 | 减仓 |
| VUSB | Vanguard Ultra-Short Bond ETF | $141.22万 | 0.21% | 28,365 | -43,478 | -60.5% | -$216.46万 | 减仓 |
| BUCK | Simplify Treasury Option Incom | $136.98万 | 0.20% | 58,278 | 23,984 | 69.9% | $56.37万 | 加仓 |
| TLTW | iShares 20 Year Treasury Bond | $135.79万 | 0.20% | 60,032 | 22,229 | 58.8% | $50.28万 | 加仓 |
| TSLA | Tesla, Inc | $128.44万 | 0.19% | 3,455 | 29 | 0.8% | $1.08万 | 加仓 |
| LLY | Eli Lilly and Co | $124.26万 | 0.18% | 1,351 | -15 | -1.1% | -$1.38万 | 减仓 |
| ADP | Automatic Data Processing Inc | $120.65万 | 0.18% | 5,938 | -35 | -0.6% | -$7,111 | 减仓 |
| VOT | Vanguard Mid-Cap Growth ETF | $116.06万 | 0.17% | 4,510 | -94 | -2.0% | -$2.42万 | 减仓 |
| CAT | Caterpillar Inc | $111.94万 | 0.16% | 1,580 | -6 | -0.4% | -$4,251 | 减仓 |
| TXN | Texas Instruments Inc | $111.92万 | 0.16% | 5,765 | 141 | 2.5% | $2.74万 | 加仓 |
| COST | Costco Wholesale Corp | $109.11万 | 0.16% | 1,095 | -37 | -3.3% | -$3.69万 | 减仓 |
| SYK | Stryker Corp | $107.05万 | 0.16% | 3,258 | 0 | 0.0% | — | 不变 |
| IBM | International Business Machine | $105.56万 | 0.15% | 4,355 | -138 | -3.1% | -$3.34万 | 减仓 |
| IJJ | iShares S&P Mid-Cap 400 Value | $104.81万 | 0.15% | 7,910 | -400 | -4.8% | -$5.30万 | 减仓 |
| APD | Air Products & Chemicals Inc | $101.82万 | 0.15% | 3,505 | 0 | 0.0% | — | 不变 |
| HD | The Home Depot Inc | $98.96万 | 0.14% | 3,009 | 280 | 10.3% | $9.21万 | 加仓 |
| DIVO | Amplify CWP Enhanced Dividend | $98.53万 | 0.14% | 21,968 | 1,746 | 8.6% | $7.83万 | 加仓 |
| — | Honeywell International Inc | $97.92万 | 0.14% | 4,332 | 214 | 5.2% | $4.84万 | 加仓 |
| IWP | iShares Russell Mid-Cap Growth | $97.88万 | 0.14% | 7,640 | 0 | 0.0% | — | 不变 |
| IEFA | iShares Core MSCI EAFE ETF | $94.38万 | 0.14% | 10,425 | 0 | 0.0% | — | 不变 |
| GE | General Electric Co | $90.86万 | 0.13% | 3,202 | 160 | 5.3% | $4.54万 | 加仓 |
| PFE | Pfizer Inc | $90.11万 | 0.13% | 32,090 | -1,209 | -3.6% | -$3.39万 | 减仓 |
| MA | Mastercard Inc A | $89.74万 | 0.13% | 1,796 | 60 | 3.5% | $3.00万 | 加仓 |
| MLPA | Global X MLP ETF | $86.04万 | 0.13% | 15,971 | 399 | 2.6% | $2.15万 | 加仓 |
| ISPY | ProShares S&P 500 High Income | $85.49万 | 0.12% | 19,721 | -613 | -3.0% | -$2.66万 | 减仓 |
| PG | Procter & Gamble Co | $81.98万 | 0.12% | 5,676 | -309 | -5.2% | -$4.46万 | 减仓 |
| UNP | Union Pacific Corp | $80.21万 | 0.12% | 3,306 | 0 | 0.0% | — | 不变 |
| VRP | Invesco Variable Rate Preferre | $79.77万 | 0.12% | 33,265 | 33,265 | — | $79.77万 | 新建仓 |
| SPY | SPDR SP 500 ETF | $79.54万 | 0.12% | 1,223 | 298 | 32.2% | $19.38万 | 加仓 |
| IWF | iShares Russell 1000 Growth ET | $74.83万 | 0.11% | 1,755 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $70.62万 | 0.10% | 3,661 | 1 | 0.0% | $193 | 加仓 |
| — | USCF Gold Strategy Plus Income | $69.65万 | 0.10% | 18,854 | 2,694 | 16.7% | $9.95万 | 加仓 |
| VYM | Vanguard High Dividend Yield E | $67.15万 | 0.10% | 4,534 | 0 | 0.0% | — | 不变 |
| AFL | Aflac Inc | $66.93万 | 0.10% | 6,101 | 1 | 0.0% | $110 | 加仓 |