Align Financial, LLC
HERMANTOWN MN · SEC CIK 0002089183
$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
26Q126Q2
前十大持仓 占组合比例
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 | $0 | 0.00% | 0 | -3,896 | -100.0% | -$66.10万 | 清仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $0 | 0.00% | 0 | -3,178 | -100.0% | -$7.38万 | 清仓 |
| PWZ | INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -2,940 | -100.0% | -$7.02万 | 清仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $0 | 0.00% | 0 | -314 | -100.0% | -$4.15万 | 清仓 |
| COP | CONOCOPHILLIPS COM | $0 | 0.00% | 0 | -259 | -100.0% | -$3.42万 | 清仓 |
| LMND | LEMONADE INC COM | $0 | 0.00% | 0 | -416 | -100.0% | -$2.61万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $0 | 0.00% | 0 | -100 | -100.0% | -$1.25万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -481 | -100.0% | -$1.24万 | 清仓 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $0 | 0.00% | 0 | -250 | -100.0% | -$1.19万 | 清仓 |
| FSLY | FASTLY INC CL A | $0 | 0.00% | 0 | -400 | -100.0% | -$1.16万 | 清仓 |
| SLB | SLB LIMITED COM STK | $0 | 0.00% | 0 | -198 | -100.0% | -$1.02万 | 清仓 |
| TWST | TWIST BIOSCIENCE CORP COM | $0 | 0.00% | 0 | -202 | -100.0% | -$9,599 | 清仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $0 | 0.00% | 0 | -110 | -100.0% | -$6,255 | 清仓 |
| MSTR | STRATEGY INC CL A NEW | $0 | 0.00% | 0 | -30 | -100.0% | -$3,744 | 清仓 |
| AI | C3 AI INC CL A | $0 | 0.00% | 0 | -401 | -100.0% | -$3,376 | 清仓 |
| TDOC | TELADOC HEALTH INC COM | $0 | 0.00% | 0 | -100 | -100.0% | -$545 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -12 | -100.0% | -$461 | 清仓 |
| — | SKILLZ INC COM CL A | $0 | 0.00% | 0 | -15 | -100.0% | -$39 | 清仓 |
| GLIBK | LIBERTY CAP CORP SER C GCI GROUP | $22 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ORION PROPERTIES INC COM | $23 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | BAKKT INC COM CL A NEW | $31 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $39 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BATRA | ATLANTA BRAVES HLDGS INC COM SER A | $56 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP COM SER A | $100 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HLDGS INC COM SER C | $104 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC COM | $153 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| LBTYK | LIBERTY GLOBAL LTD COM CL C | $220 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP DEL COM LBTY ONE S A | $263 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP COM SER C | $299 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| LLYVA | LIBERTY LIVE HOLDINGS INC COM SER A | $304 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $413 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A SPONSORED ADS | $481 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $498 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $504 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $571 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ITUB | ITAU UNIBANCO HLDG S A SPON ADR REP PFD | $605 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY LIVE HOLDINGS INC COM SHS SER C | $739 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP CL A | $761 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $762 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC A | $808 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC COM | $818 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $912 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $920 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP COM | $1,018 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP COM CL A | $1,030 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $1,034 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $1,044 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | NUVEEN NY AMT FREE COM | $1,104 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC CL A | $1,107 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $1,203 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC | $1,229 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $1,381 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $1,400 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC CL A COM | $1,472 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $1,492 | 0.00% | 11 | -22 | -66.7% | -$2,984 | 减仓 |
| SNOW | SNOWFLAKE INC COM SHS | $1,527 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP COM | $1,588 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $1,652 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MOTORS CORP | $1,696 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $1,840 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC | $1,853 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $1,905 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | ISHARES MSCI TURKEY ETF | $1,944 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP COM | $1,956 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO COM | $2,066 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $2,429 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD MINERS ETF | $2,490 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $2,540 | 0.00% | 60 | -129 | -68.3% | -$5,461 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $2,548 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS SHARE BENEFICIAL INT | $2,574 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $2,613 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC COM | $2,667 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN MUNICIPAL INCOME ETF | $2,847 | 0.00% | 359 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC COM | $2,871 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COM | $2,957 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $3,075 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $3,162 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $3,181 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $3,239 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $3,444 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $4,045 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC COM | $4,141 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $4,284 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $4,430 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $4,468 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC ORD SHS | $4,636 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $4,963 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS IN | $4,967 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $5,179 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC COM | $5,319 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS LTD COM | $5,728 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $5,771 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC COM | $6,050 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP COM | $6,103 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO COM | $6,218 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| XT | ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF | $6,363 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC COM | $6,610 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $6,616 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $6,719 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $6,731 | 0.00% | 7 | 0 | 0.0% | — | 不变 |