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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 84 项
建仓 2
增持 41
减持 37
清仓 4
方向
标的
Δ市值
现股数(环比)
清仓
BMY
BRISTOL MYERS SQUIBB CO COM
-$5.6M
0
-100%
建仓
—
MEDTRONIC INC COM
+$4.7M
53,928
建仓
UPS
UNITED PARCEL SERVICE CL B
+$4.4M
43,657
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
IP
INTERNATIONAL PAPER CO COM
-$4.4M
0
-100%
增持
DIVD
ALTRIUS GLOBAL DIVIDEND ETF
+$2.8M
114,051
+216%
减持
—
EATON CORP PLC SHS
+$2.5M
29,297
-0%
增持
—
NXP SEMICONDUCTORS F
+$2.3M
43,425
+14%
减持
BAESY
BAE SYSTEMS PLC
+$2.1M
95,853
-1%
减持
RY
ROYAL BANK OF CANADA
+$1.3M
71,285
-1%
减持
AXAHY
AXA SA F SPONSORED ADR 1 ADR R
+$1.1M
186,071
-1%
增持
—
RECKITT BENCKISER GROU F
+$1.1M
645,906
+12%
增持
SNY
SANOFI SPONSORED ADR
-$1.0M
166,098
+2%
减持
BBVA
BANCO BILBAO VIZCAYA ARGENTARI
+$1.0M
670,312
-2%
减持
BEN
FRANKLIN RESOURCES INC COM
+$1.0M
226,702
-0%
增持
BP
BP PLC SPONS ADR
-$1.0M
276,636
+1%
减持
C
CITIGROUP INC COM NEW
+$932.5K
73,009
-2%
减持
SIEGY
SIEMENS A.G. ADR
+$920.8K
70,275
-0%
减持
IBM
INTL BUSINESS MACHINES COM
+$877.1K
22,830
-3%
减持
JPM
JPMORGAN CHASE & CO COM
+$876.6K
21,807
-2%
减持
PM
PHILIP MORRIS INTL COM
+$825.5K
45,503
-3%
增持
CAT
CATERPILLAR INC COM
+$814.6K
13,810
+0%
增持
CVX
CHEVRON CORP NEW COM
-$699.8K
32,156
+1%
减持
NVS
NOVARTIS A G SPONSORED ADR
+$673.6K
78,909
-1%
增持
—
DEUTSCHE POST AG
+$638.8K
166,451
+1%
减持
CSCO
CISCO SYS INC COM
+$632.5K
91,495
-1%
减持
VCISY
VINCI SA
+$619.8K
232,179
-8%
减持
BAC
BANK OF AMERICA CORP COM
+$600.7K
116,347
-1%
增持
ABBV
ABBVIE INC COM
-$595.0K
25,751
+0%
减持
BNPQY
BNP PARIBAS SA
+$572.6K
196,200
-1%
增持
TSN
TYSON FOODS INC CL A
-$522.1K
77,824
+2%
增持
KHC
KRAFT HEINZ CO COM
-$491.6K
158,644
+5%
增持
—
CNH INDUSTRIAL NV
+$471.6K
672,846
+0%
增持
MSM
MSC INDL DIRECT INC CL A
+$462.1K
57,074
+1%
增持
—
EXXON MOBIL CORPORATION COM
-$418.3K
42,805
+1%
增持
—
TOTALENERGIES SE
-$407.6K
138,793
+1%
增持
—
ASTRAZENECA PLC SPONSORED ADR
-$400.2K
118,022
+0%
减持
CAH
CARDINAL HEALTH INC COM
-$392.7K
32,624
-23%
增持
—
CONSTELLATION BRAND CLASS A
-$380.0K
25,185
+3%
增持
JNJ
JOHNSON & JOHNSON COM
-$379.1K
29,909
+0%
增持
DVN
DEVON ENERGY CORP NEW COM
-$366.1K
135,052
+8%
增持
GD
GENERAL DYNAMICS CORP COM
+$337.5K
17,252
+0%
增持
DOW
DOW INC COM
-$335.7K
150,332
+22%
增持
GNTX
GENTEX CORP COM
+$330.4K
202,283
+14%
增持
PSX
PHILLIPS 66 COM
+$293.2K
39,569
+10%
增持
PG
PROCTER GAMBLE CO COM
-$285.3K
28,340
+1%
清仓
—
AXON ENTERPRISE INC
-$263.0K
0
-100%
清仓
TFC
TRUIST FINANCIAL CORPORATION
-$252.2K
0
-100%
减持
BSJR
INVESCO BULLETSHARES 2027 HIGH
-$244.7K
83,150
-13%
增持
—
LYONDELLBASELL INDUSTRIES NV
+$243.2K
141,250
+25%
减持
VZ
VERIZON COMMUNICATIONS COM
-$242.7K
113,793
-0%
增持
—
INVESCO BUL 2028 HG YLD CR BND
+$235.6K
30,679
+51%
减持
NSRGY
NESTLE S A SPONSORED ADR
-$234.6K
80,595
-1%
减持
MO
ALTRIA GROUP INC COM
-$214.9K
98,419
-1%
增持
APD
AIR PRODS & CHEMS INC COM
-$203.7K
17,260
+0%
减持
BTI
BRITISH AMERICAN TOBACCO PLC S
-$187.1K
197,309
-14%
减持
LMT
LOCKHEED MARTIN COM
+$156.5K
10,040
-0%
减持
AAPL
APPLE INC
-$146.4K
6,170
-3%
增持
SPDW
SPDR PORTFOLIO WORLD EX US ETF
+$122.4K
28,611
+1%
减持
ABEV
AMBEV SA
+$119.9K
3,973,716
-2%
减持
—
GSK PLC
-$113.7K
224,859
-0%
增持
PFE
PFIZER INC COM
+$108.0K
187,030
+7%
增持
TM
TOYOTA MOTOR CORP ADR
-$100.3K
45,404
+1%
减持
—
INVESCO BULLETSHARES 2026 HIGH
-$84.7K
63,468
-6%
增持
PEP
PEPSICO INC COM
+$83.3K
34,029
+16%
增持
EMN
EASTMAN CHEMICAL CO COM
-$83.1K
57,026
+16%
增持
SPYM
SPDR PORTFOLIO LARGE CAP ETF
+$77.5K
10,411
+1%
减持
DOL
WISDOMTREE INTERNATIONAL LARGE
+$72.3K
17,380
-1%
减持
LLY
ELI LILLY AND CO
-$70.7K
1,221
-1%
减持
MSFT
MICROSOFT CORP COM
+$69.2K
595
-1%
增持
MRK
MERCK & CO INC NEW COM
+$49.4K
55,663
+15%
增持
RHHBY
ROCHE HOLDINGS LTD
-$48.6K
190,619
+0%
增持
—
STELLANTIS NV
-$45.3K
742,657
+11%
减持
AFL
AFLAC INC
-$39.8K
4,485
-3%
增持
GILD
GILEAD SCIENCES INC COM
-$39.3K
47,926
+0%
增持
AIVL
WISDOMTREE US AI ENHANCED VAL
+$17.2K
3,690
+1%
减持
AOA
ISHARES CORE AGGRESSIVE ALLOCA
+$12.7K
3,437
-4%
减持
BXP
BOSTON PROPERTIES INC COM
+$12.6K
66,751
-0%
增持
SBUX
STARBUCKS CORP
+$11.9K
56,708
+7%
减持
SPMD
SPDR PORTFOLIO MID CAP ETF
+$10.6K
4,063
-1%
减持
—
INVESCO BULLETSHARES 2025 HIGH
-$9.8K
34,194
-1%
增持
—
SPDR S&P 500 HIGH DIVIDEND ETF
-$9.6K
9,215
+2%
减持
—
SPDR S&P 500 ETF
+$8.3K
1,112
-8%
减持
CI
CIGNA CORP COM
+$1.2K
14,913
-0%
增持
MDLZ
MONDELEZ INTL INC CL A
+$75
4,952
+1%
