13F 机构持仓

Align Financial, LLC

HERMANTOWN MN · SEC CIK 0002089183

2026Q22026Q1 更早 9 个季度 🔒
$2.03亿2026Q2 申报市值
360持仓数
66.5%前十大占比 · 第一大 21.7%
4 / 18新建仓 / 清仓
申报市值走势$2.03亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AVUS 21.7%
FBCG 8.5%
AVDE 7.7%
AVIG 7.4%
VTV 6.0%
AVEM 4.5%
VTI 3.6%
VB 2.7%
AVGE 2.4%
AAPL 2.0%

2026Q2 买入最多 按季末市值估算

AVUS 加仓+$138.16万
AVIG 加仓+$132.93万
DIMENSIONAL U.S. 加仓+$130.41万
INTC 加仓+$80.76万
XOM 新建仓+$53.27万

2026Q2 卖出最多 按季末市值估算

VTI 减仓-$718.65万
EXXON MOBIL CORP 清仓-$66.10万
OXY 重新持有-$41.77万
IUSB 减仓-$16.72万
FBCG 减仓-$11.35万

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
— EXXON MOBIL CORP COM $00.00%0 -3,896-100.0% -$66.10万 清仓
SCHZ SCHWAB US AGGREGATE BOND ETF $00.00%0 -3,178-100.0% -$7.38万 清仓
PWZ INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF $00.00%0 -2,940-100.0% -$7.02万 清仓
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF $00.00%0 -314-100.0% -$4.15万 清仓
COP CONOCOPHILLIPS COM $00.00%0 -259-100.0% -$3.42万 清仓
LMND LEMONADE INC COM $00.00%0 -416-100.0% -$2.61万 清仓
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS $00.00%0 -100-100.0% -$1.25万 清仓
CCL CARNIVAL CORP $00.00%0 -481-100.0% -$1.24万 清仓
CRSP CRISPR THERAPEUTICS AG NAMEN AKT $00.00%0 -250-100.0% -$1.19万 清仓
FSLY FASTLY INC CL A $00.00%0 -400-100.0% -$1.16万 清仓
SLB SLB LIMITED COM STK $00.00%0 -198-100.0% -$1.02万 清仓
TWST TWIST BIOSCIENCE CORP COM $00.00%0 -202-100.0% -$9,599 清仓
CMF ISHARES CALIFORNIA MUNI BOND ETF $00.00%0 -110-100.0% -$6,255 清仓
MSTR STRATEGY INC CL A NEW $00.00%0 -30-100.0% -$3,744 清仓
AI C3 AI INC CL A $00.00%0 -401-100.0% -$3,376 清仓
TDOC TELADOC HEALTH INC COM $00.00%0 -100-100.0% -$545 清仓
IBIT ISHARES BITCOIN TRUST ETF $00.00%0 -12-100.0% -$461 清仓
— SKILLZ INC COM CL A $00.00%0 -15-100.0% -$39 清仓
GLIBK LIBERTY CAP CORP SER C GCI GROUP $220.00%1 00.0% — 不变
— ORION PROPERTIES INC COM $230.00%8 00.0% — 不变
— BAKKT INC COM CL A NEW $310.00%4 00.0% — 不变
SKYD PARAMOUNT SKYDANCE CORP COM CL B $390.00%4 00.0% — 不变
BATRA ATLANTA BRAVES HLDGS INC COM SER A $560.00%1 00.0% — 不变
— LIBERTY BROADBAND CORP COM SER A $1000.00%3 00.0% — 不变
BATRK ATLANTA BRAVES HLDGS INC COM SER C $1040.00%2 00.0% — 不变
KVUE KENVUE INC COM $1530.00%8 00.0% — 不变
LBTYK LIBERTY GLOBAL LTD COM CL C $2200.00%20 00.0% — 不变
FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A $2630.00%3 00.0% — 不变
— LIBERTY BROADBAND CORP COM SER C $2990.00%9 00.0% — 不变
LLYVA LIBERTY LIVE HOLDINGS INC COM SER A $3040.00%3 00.0% — 不变
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF $4130.00%5 00.0% — 不变
VALE VALE S A SPONSORED ADS $4810.00%32 00.0% — 不变
REZI RESIDEO TECHNOLOGIES INC COM $4980.00%16 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC COM CL A $5040.00%14 00.0% — 不变
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C $5710.00%6 00.0% — 不变
ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD $6050.00%74 00.0% — 不变
LLYVK LIBERTY LIVE HOLDINGS INC COM SHS SER C $7390.00%7 00.0% — 不变
RBLX ROBLOX CORP CL A $7610.00%14 00.0% — 不变
VTRS VIATRIS INC COM $7620.00%48 00.0% — 不变
CBRE CBRE GROUP INC A $8080.00%6 00.0% — 不变
KDP KEURIG DR PEPPER INC COM $8180.00%25 00.0% — 不变
MCHP MICROCHIP TECHNOLOGY INC. COM $9120.00%10 00.0% — 不变
DOC HEALTHPEAK PROPERTIES INC COM $9200.00%43 00.0% — 不变
STT STATE STR CORP COM $1,0180.00%6 00.0% — 不变
APP APPLOVIN CORP COM CL A $1,0300.00%2 00.0% — 不变
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK $1,0340.00%35 00.0% — 不变
INTU INTUIT COM $1,0440.00%4 00.0% — 不变
— NUVEEN NY AMT FREE COM $1,1040.00%103 00.0% — 不变
DASH DOORDASH INC CL A $1,1070.00%6 00.0% — 不变
HOOD ROBINHOOD MKTS INC COM CL A $1,2030.00%12 00.0% — 不变
EBAY EBAY INC $1,2290.00%11 00.0% — 不变
ORLY OREILLY AUTOMOTIVE INC COM $1,3810.00%15 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC CL A $1,4000.00%12 00.0% — 不变
NET CLOUDFLARE INC CL A COM $1,4720.00%6 00.0% — 不变
DD DUPONT DE NEMOURS INC COMMON STOCK $1,4920.00%11 -22-66.7% -$2,984 减仓
SNOW SNOWFLAKE INC COM SHS $1,5270.00%6 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP COM $1,5880.00%5 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC COM $1,6520.00%5 00.0% — 不变
GM GENERAL MOTORS CORP $1,6960.00%22 00.0% — 不变
— WARNER BROS DISCOVERY INC COM SER A $1,8400.00%69 00.0% — 不变
MAR MARRIOTT INTL INC $1,8530.00%5 00.0% — 不变
DHR DANAHER CORP DEL COM $1,9050.00%10 00.0% — 不变
— ISHARES MSCI TURKEY ETF $1,9440.00%50 00.0% — 不变
PH PARKER-HANNIFIN CORP COM $1,9560.00%2 00.0% — 不变
SHW SHERWIN WILLIAMS CO COM $2,0660.00%6 00.0% — 不变
MDLZ MONDELEZ INTL INC CL A $2,4290.00%42 00.0% — 不变
GDX VANECK GOLD MINERS ETF $2,4900.00%33 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC COM $2,5400.00%60 -129-68.3% -$5,461 减仓
ANET ARISTA NETWORKS INC COM SHS $2,5480.00%15 00.0% — 不变
PLD PROLOGIS SHARE BENEFICIAL INT $2,5740.00%19 00.0% — 不变
Q QNITY ELECTRONICS INC COMMON STOCK $2,6130.00%16 00.0% — 不变
KTB KONTOOR BRANDS INC COM $2,6670.00%32 00.0% — 不变
— FRANKLIN MUNICIPAL INCOME ETF $2,8470.00%359 00.0% — 不变
CME CME GROUP INC COM $2,8710.00%13 00.0% — 不变
NAD NUVEEN QUALITY MUNCP INCOME FD COM $2,9570.00%244 00.0% — 不变
ADBE ADOBE INC COM $3,0750.00%15 00.0% — 不变
ZTS ZOETIS INC CL A $3,1620.00%44 00.0% — 不变
ISRG INTUITIVE SURGICAL INC COM NEW $3,1810.00%8 00.0% — 不变
PYPL PAYPAL HLDGS INC COM $3,2390.00%75 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC COM $3,4440.00%40 00.0% — 不变
GS GOLDMAN SACHS GROUP INC COM $4,0450.00%4 00.0% — 不变
FDS FACTSET RESH SYS INC COM $4,1410.00%18 00.0% — 不变
NFLX NETFLIX INC. COM $4,2840.00%60 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $4,4300.00%50 00.0% — 不变
NOW SERVICENOW INC COM $4,4680.00%45 00.0% — 不变
ALLE ALLEGION PLC ORD SHS $4,6360.00%33 00.0% — 不变
TGT TARGET CORP COM $4,9630.00%38 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS IN $4,9670.00%10 00.0% — 不变
C CITIGROUP INC COM NEW $5,1790.00%37 00.0% — 不变
AKAM AKAMAI TECHNOLOGIES INC COM $5,3190.00%45 00.0% — 不变
WYNN WYNN RESORTS LTD COM $5,7280.00%59 00.0% — 不变
MU MICRON TECHNOLOGY INC COM $5,7710.00%5 00.0% — 不变
BIIB BIOGEN INC COM $6,0500.00%28 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP COM $6,1030.00%143 00.0% — 不变
WEN WENDYS CO COM $6,2180.00%750 00.0% — 不变
XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF $6,3630.00%77 00.0% — 不变
ADSK AUTODESK INC COM $6,6100.00%34 00.0% — 不变
CI THE CIGNA GROUP COM $6,6160.00%24 00.0% — 不变
EFG ISHARES MSCI EAFE GROWTH ETF $6,7190.00%54 00.0% — 不变
BLK BLACKROCK INC COM $6,7310.00%7 00.0% — 不变