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Altrius Capital Management Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Altrius Capital Management Inc
报告期 2026-03-31 · CIK 0001940646
持仓数
87
前50大市值合计
$409.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 93 项
建仓 3
增持 65
减持 17
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
APD
AIR PRODS & CHEMS INC COM
+$4.7M
19,266
清仓
USB
US BANCORP COM (NEW)
-$4.5M
0
-100%
清仓
PNC
THE PNC FINANCIAL SERVICES GRO
-$4.2M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
LEG
LEGGETT & PLATT INC COM
-$3.6M
0
-100%
增持
TM
TOYOTA MOTOR CORP ADR
+$3.0M
36,196
+8%
增持
BBVA
BANCO BILBAO VIZCAYA ARGENTARI
+$2.8M
835,528
+7%
增持
—
STELLANTIS NV
+$2.3M
312,297
+11%
减持
INTC
INTEL CORP COM
-$1.9M
88,666
-23%
增持
—
GSK PLC
+$1.6M
194,962
+7%
减持
BAESY
BAE SYSTEMS PLC
+$1.6M
146,585
-1%
增持
BP
BP PLC SPONS ADR
+$1.3M
208,225
+12%
增持
—
LYONDELLBASELL INDUSTRIES NV
+$1.3M
78,438
+11%
增持
C
CITIGROUP INC COM NEW
+$1.2M
82,193
+6%
增持
AXAHY
AXA SA SPONSORED ADR
+$1.2M
224,974
+1%
增持
—
CNH INDUSTRIAL NV
+$1.2M
636,753
+9%
增持
—
INVESCO BULLETSHARES 2026 HIGH
+$1.2M
72,423
+217%
增持
CI
CIGNA CORP COM
+$1.1M
13,477
+6%
增持
BTI
BRITISH AMERICAN TOBACCO PLC S
+$1.1M
236,556
+13%
增持
MRK
MERCK & CO INC NEW COM
+$1.1M
37,044
+5%
增持
—
BROADCOM INC
+$1.1M
3,482
+9%
增持
—
EXXON MOBIL CORPORATION COM
+$1.0M
38,788
+11%
增持
SNY
SANOFI SPONSORED ADR
+$1.0M
159,048
+18%
增持
—
PRUDENTIAL PLC
+$973.5K
375,160
+35%
增持
—
AMCOR PLC
+$933.6K
779,911
+16%
增持
—
ASTRAZENECA PLC SPONSORED ADR
+$922.1K
112,739
+13%
增持
EMR
EMERSON ELEC CO COM
+$913.8K
42,549
+6%
增持
—
TOTALENERGIES SE
+$909.8K
119,593
+10%
增持
PKX
POSCO SPONSORED ADR
+$904.7K
90,491
+39%
增持
PKG
PACKAGING CORP AMER COM
+$897.2K
26,908
+4%
增持
ABBV
ABBVIE INC COM
+$888.1K
24,561
+6%
增持
IBM
INTL BUSINESS MACHINES COM
+$860.4K
26,072
+4%
增持
MO
ALTRIA GROUP INC COM
+$845.5K
99,489
+15%
增持
AIG
AMERICAN INTL GROUP INC COM
+$844.1K
64,200
+4%
增持
EMN
EASTMAN CHEMICAL CO COM
+$833.5K
45,699
+10%
增持
BAC
BANK OF AMERICA CORP COM
+$820.5K
123,548
+8%
增持
RY
ROYAL BANK OF CANADA
+$741.3K
75,306
+11%
增持
TSN
TYSON FOODS INC CL A
+$729.1K
72,956
+10%
增持
MMM
3M CO COM
+$724.0K
41,357
+23%
增持
VZ
VERIZON COMMUNICATIONS COM
+$714.3K
109,453
+6%
增持
IP
INTERNATIONAL PAPER CO COM
+$707.2K
112,191
+10%
增持
—
DEUTSCHE POST AG
-$703.8K
155,854
+4%
减持
—
EATON CORP PLC SHS
-$695.9K
26,554
-29%
增持
PG
PROCTER GAMBLE CO COM
+$689.2K
26,039
+8%
增持
BAYRY
BAYER AG
+$671.2K
935,906
+33%
增持
GD
GENERAL DYNAMICS CORP COM
+$662.5K
15,958
+8%
增持
PEP
PEPSICO INC COM
+$652.5K
23,160
+16%
增持
BMY
BRISTOL MYERS SQUIBB CO COM
+$640.8K
76,942
+12%
建仓
—
SPDR S&P 500 ETF
+$618.0K
1,181
增持
CVX
CHEVRON CORP NEW COM
+$595.6K
26,771
+10%
增持
CAH
CARDINAL HEALTH INC COM
+$567.1K
44,841
+2%
增持
DOW
DOW INC COM
+$564.2K
74,388
+9%
清仓
SPY
SPDR S&P 500 ETF
-$561.4K
0
-100%
减持
R
RYDER SYSTEM INC COM
-$513.1K
35,134
-15%
增持
LMT
LOCKHEED MARTIN COM
+$511.1K
8,817
+14%
建仓
—
SPDR S&P 500 HIGH DIVIDEND ETF
+$434.7K
10,677
增持
BNPQY
BNP PARIBAS SA
+$429.0K
229,388
+3%
清仓
SPYD
SPDR S&P 500 HIGH DIVIDEND ETF
-$428.1K
0
-100%
增持
KHC
KRAFT HEINZ CO COM
+$425.2K
108,669
+12%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
+$417.9K
6,796
-1%
增持
JNJ
JOHNSON & JOHNSON COM
+$414.8K
25,012
+11%
增持
RHHBY
ROCHE HOLDINGS LTD
+$395.5K
212,158
+21%
增持
PM
PHILIP MORRIS INTL COM
+$382.5K
48,615
+12%
增持
NVS
NOVARTIS A G SPONSORED ADR
+$372.7K
76,721
+10%
增持
CSCO
CISCO SYS INC COM
+$329.7K
86,452
+10%
清仓
SO
SOUTHERN CO
-$248.6K
0
-100%
增持
PFE
PFIZER INC COM
+$248.1K
145,904
+11%
增持
LLY
LILLY ELI & CO
+$237.3K
1,187
+1%
清仓
DUK
DUKE ENERGY CORP NEW COM NEW
-$207.5K
0
-100%
清仓
MCD
MCDONALDS CORP COM
-$204.0K
0
-100%
减持
AAPL
APPLE INC COM
-$163.4K
3,783
-10%
增持
—
PARAMOUNT GLOBAL
+$159.2K
310,108
+31%
增持
IVV
ISHARES CORE S&P500 ETF
+$147.3K
968
+28%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$147.3K
178,278
+16%
减持
JPM
JPMORGAN CHASE & CO COM
-$146.8K
22,173
-18%
增持
BXP
BOSTON PROPERTIES INC COM
+$145.0K
61,547
+11%
增持
DIVD
ALTRIUS GLOBAL DIVIDEND ETF
+$137.4K
27,160
+11%
减持
PSX
PHILLIPS 66 COM
-$125.7K
29,161
-21%
减持
ORCL
ORACLE CORP COM
+$121.1K
6,247
-1%
增持
BEN
FRANKLIN RESOURCES INC COM
+$113.3K
145,120
+9%
减持
SIEGY
SIEMENS A.G. ADR
+$87.4K
96,731
-1%
增持
GILD
GILEAD SCIENCES INC COM
+$79.8K
52,980
+13%
减持
CAT
CATERPILLAR INC COM
-$77.1K
13,454
-21%
增持
—
INVESCO BULLETSHARES 2025 HIGH
+$52.2K
44,694
+4%
增持
NSRGY
NESTLE S A SPONSORED ADR
+$43.1K
60,503
+10%
增持
AOA
ISHRS CORE AGR ALLO
+$21.3K
3,412
+3%
减持
SPDW
SPDR PORTFOLIO WORLD EX US ETF
+$17.1K
27,402
-3%
增持
TFC
TRUIST FINANCIAL CORPORATION
+$13.3K
6,433
+0%
减持
SPMD
SPDR PORTFOLIO MID CAP ETF
+$13.0K
5,088
-4%
减持
DOL
WISDOMTREE INTERNATIONAL LARGE
+$11.8K
16,240
-3%
增持
MDLZ
MONDELEZ INTL INC CL A
-$11.7K
4,868
+0%
减持
SPYM
SPDR PORTFOLIO LARGE CAP ETF
-$8.4K
13,046
-10%
减持
MSFT
MICROSOFT CORP COM
+$6.4K
715
-9%
减持
AIVL
WISDOMTREE US AI ENHANCED VAL
+$2.6K
4,314
-5%
