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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 85 项
建仓 4
增持 50
减持 28
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
—
NXP SEMICONDUCTORS F
+$7.2M
38,041
清仓
PKX
POSCO SPONSORED ADR
-$6.6M
0
-100%
建仓
—
CONSTELLATION BRAND CLASS A
+$4.5M
24,396
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
—
WALGREENS BOOTS ALLIANCE INC
-$4.3M
0
-100%
清仓
EMR
EMERSON ELEC CO COM
-$4.2M
0
-100%
建仓
GNTX
GENTEX CORP COM
+$4.1M
176,729
增持
ABEV
AMBEV SA
+$2.8M
4,058,686
+13%
增持
NSRGY
NESTLE S A SPONSORED ADR
+$1.8M
81,440
+3%
减持
BBVA
BANCO BILBAO VIZCAYA ARGENTARI
+$1.8M
680,861
-12%
增持
VCISY
VINCI SA
+$1.7M
252,311
+4%
增持
—
TOTALENERGIES SE
+$1.7M
138,014
+4%
减持
PM
PHILIP MORRIS INTL COM
+$1.7M
47,010
-2%
减持
BAESY
BAE SYSTEMS PLC
+$1.5M
97,244
-14%
增持
—
GSK PLC
+$1.4M
225,819
+5%
增持
RHHBY
ROCHE HOLDINGS LTD
+$1.4M
189,993
+4%
减持
BNPQY
BNP PARIBAS SA
+$1.3M
198,369
-12%
增持
NVS
NOVARTIS A G SPONSORED ADR
+$1.3M
79,612
+2%
增持
SNY
SANOFI SPONSORED ADR
+$1.3M
163,593
+1%
增持
BP
BP PLC SPONS ADR
+$1.2M
274,735
+1%
增持
—
ASTRAZENECA PLC SPONSORED ADR
+$1.1M
117,654
+2%
减持
BTI
BRITISH AMERICAN TOBACCO PLC S
+$1.1M
230,257
-1%
增持
—
RECKITT BENCKISER GROU F
+$1.0M
574,184
+2%
减持
—
DEUTSCHE POST AG
+$990.8K
165,181
-6%
增持
GILD
GILEAD SCIENCES INC COM
+$974.4K
47,772
+1%
增持
CI
CIGNA CORP COM
+$948.0K
14,981
+4%
增持
ABBV
ABBVIE INC COM
+$820.5K
25,653
+0%
增持
DVN
DEVON ENERGY CORP NEW COM
+$802.1K
124,656
+6%
减持
MO
ALTRIA GROUP INC COM
+$749.3K
99,720
-0%
增持
—
EATON CORP PLC SHS
+$734.8K
29,410
+34%
增持
CVX
CHEVRON CORP NEW COM
+$728.2K
31,706
+0%
增持
JNJ
JOHNSON & JOHNSON COM
+$716.0K
29,834
+2%
减持
CAH
CARDINAL HEALTH INC COM
+$681.8K
42,633
-3%
增持
TM
TOYOTA MOTOR CORP ADR
-$674.3K
44,874
+2%
增持
VZ
VERIZON COMMUNICATIONS COM
+$663.5K
113,900
+1%
增持
—
EXXON MOBIL CORPORATION COM
+$658.7K
42,316
+4%
增持
—
LYONDELLBASELL INDUSTRIES NV
+$654.6K
112,635
+15%
增持
TSN
TYSON FOODS INC CL A
+$568.7K
76,407
+2%
减持
IBM
INTL BUSINESS MACHINES COM
+$543.8K
23,537
-3%
增持
KHC
KRAFT HEINZ CO COM
+$542.8K
150,765
+14%
增持
PSX
PHILLIPS 66 COM
+$502.9K
35,855
+4%
减持
AXAHY
AXA SA F SPONSORED ADR 1 ADR R
+$487.4K
188,155
-11%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
+$468.9K
6,616
-2%
增持
PEP
PEPSICO INC COM
+$459.3K
29,410
+13%
建仓
—
INVESCO BUL 2028 HG YLD CR BND
+$440.9K
20,375
减持
—
CNH INDUSTRIAL NV
-$405.5K
671,704
-12%
增持
GD
GENERAL DYNAMICS CORP COM
+$386.1K
17,222
+5%
减持
SIEGY
SIEMENS A.G. ADR
+$351.9K
70,510
-12%
增持
MSM
MSC INDL DIRECT INC CL A
+$346.7K
56,525
+4%
增持
CAT
CATERPILLAR INC COM
-$336.8K
13,785
+2%
增持
RY
ROYAL BANK OF CANADA
+$329.7K
71,705
+11%
减持
SBUX
STARBUCKS CORP
+$325.1K
52,851
-1%
减持
BAC
BANK OF AMERICA CORP COM
-$316.1K
117,536
-1%
增持
BXP
BOSTON PROPERTIES INC COM
-$302.7K
66,842
+4%
增持
DOW
DOW INC COM
+$293.1K
123,611
+23%
减持
—
INVESCO BULLETSHARES 2026 HIGH
-$240.6K
67,505
-13%
增持
IP
INTERNATIONAL PAPER CO COM
+$231.2K
82,235
+6%
增持
PG
PROCTER GAMBLE CO COM
+$226.3K
28,168
+3%
减持
BMY
BRISTOL MYERS SQUIBB CO COM
+$224.9K
91,834
-3%
增持
JPM
JPMORGAN CHASE & CO COM
+$216.5K
22,200
+2%
增持
—
STELLANTIS NV
-$210.0K
668,525
+13%
增持
DIVD
ALTRIUS GLOBAL DIVIDEND ETF
+$179.4K
36,121
+6%
增持
LMT
LOCKHEED MARTIN COM
+$177.3K
10,059
+13%
增持
AAPL
APPLE INC
-$161.6K
6,358
+1%
增持
MRK
MERCK & CO INC NEW COM
-$150.2K
48,539
+7%
减持
C
CITIGROUP INC COM NEW
-$129.1K
74,405
-3%
增持
EMN
EASTMAN CHEMICAL CO COM
+$117.6K
49,264
+7%
增持
DOL
WISDOMTREE INTERNATIONAL LARGE
+$113.6K
17,487
+2%
减持
CSCO
CISCO SYS INC COM
+$101.6K
92,617
-2%
减持
SPYM
SPDR PORTFOLIO LARGE CAP ETF
-$93.9K
10,330
-8%
减持
—
INVESCO BULLETSHARES 2025 HIGH
-$83.8K
34,648
-9%
增持
BSJR
INVESCO BULLETSHARES 2027 HIGH
+$78.9K
95,186
+4%
增持
SPDW
SPDR PORTFOLIO WORLD EX US ETF
+$78.8K
28,456
+1%
增持
PFE
PFIZER INC COM
-$74.8K
174,650
+3%
减持
PEG
PUB SVC ENTERPISE GP
-$53.0K
2,442
-19%
减持
LLY
ELI LILLY AND CO
+$46.7K
1,238
-2%
减持
SPMD
SPDR PORTFOLIO MID CAP ETF
-$44.2K
4,110
-12%
增持
MDLZ
MONDELEZ INTL INC CL A
+$42.2K
4,921
+1%
增持
BEN
FRANKLIN RESOURCES INC COM
-$31.8K
227,666
+5%
减持
APD
AIR PRODS & CHEMS INC COM
+$30.3K
17,198
-1%
增持
AOA
ISHARES CORE AGGRESSIVE ALLOCA
+$25.8K
3,581
+11%
增持
—
SPDR S&P 500 ETF
+$24.1K
1,213
+9%
增持
MSFT
MICROSOFT CORP COM
-$24.1K
604
+2%
减持
IVV
ISHARES CORE S&P500 ETF
-$21.8K
417
-4%
减持
—
SPDR S&P 500 HIGH DIVIDEND ETF
-$17.5K
9,054
-6%
减持
AIVL
WISDOMTREE US AI ENHANCED VAL
-$14.1K
3,643
-6%
