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Alpine Bank Wealth Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Alpine Bank Wealth Management
报告期 2026-03-31 · CIK 0001974910
持仓数
161
前50大市值合计
$604.0M
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
JCPB
J P Morgan CORE Plus Bond ETF
Com
$90.6M
1,923,666
15.0%
SPMO
Invesco S&P 500 Momentum ETF
Com
$88.8M
791,714
14.7%
SYSB
iShares Systematic Bond ETF
Com
$86.7M
974,400
14.4%
SPHQ
Invesco S&P 500 Quality ETF
Com
$40.3M
535,503
6.7%
GDE
WisdomTree ETF Equity Gold S
Com
$39.0M
620,565
6.5%
IVV
iShares SP 500 ETF
Com
$27.8M
42,537
4.6%
IJH
iShares Core S&P Mid-Cap
Com
$22.5M
332,644
3.7%
USFR
Wisdomtree Floating Rate Treas
Com
$13.3M
264,707
2.2%
VUG
Vanguard Growth ETF
Com
$11.4M
26,156
1.9%
TBIL
US Treasury 3 Month Bill ETF
Com
$11.0M
220,212
1.8%
IWM
iShares Russell 2000
Com
$10.7M
43,121
1.8%
IVW
iShares SP 500 Growth ETF
Com
$9.1M
80,275
1.5%
IDMO
Invesco S&P Intl Developed Mom
Com
$8.2M
149,097
1.4%
XBIL
US Treasury 6 Month Bill ETF
Com
$7.7M
153,667
1.3%
AAPL
Apple Inc
Com
$6.0M
23,730
1.0%
GOOG
Alphabet Inc Class C
Com
$6.0M
20,795
1.0%
CL
Colgate Palmolive Co
Com
$5.7M
67,165
0.9%
VOE
Vanguard Mid-Cap Value Index E
Com
$5.4M
29,233
0.9%
WTPI
WisdomTree Equity Premium Inco
Com
$5.3M
165,323
0.9%
IVE
iShares SP 500 Value ETF
Com
$5.3M
24,899
0.9%
MSFT
Microsoft Corp
Com
$5.2M
14,096
0.9%
JPM
JPMorgan Chase & Co
Com
$5.1M
17,417
0.8%
NVDA
NVIDIA Corp
Com
$5.0M
28,783
0.8%
VO
Vanguard Mid-Cap ETF
Com
$4.5M
15,758
0.7%
AVGO
Broadcom Inc
Com
$4.5M
14,417
0.7%
BRK/A
Berkshire Hathaway Inc Class A
Com
$4.3M
6
0.7%
VEU
Vanguard FTSE All-Wld ex-US ET
Com
$4.2M
55,705
0.7%
ABBV
AbbVie Inc.
Com
$4.1M
18,686
0.7%
USMV
iShares Edge MSCI Min Vol USA
Com
$4.0M
42,657
0.7%
VB
Vanguard Small-Cap ETF
Com
$3.9M
14,969
0.6%
VEA
Vanguard FTSE Developed Market
Com
$3.7M
57,471
0.6%
BRK/B
Berkshire Hathaway Inc Class B
Com
$3.6M
7,552
0.6%
—
Exxon Mobil Corp
Com
$3.5M
20,894
0.6%
OBIL
US Treasury 12 Month Bill ETF
Com
$3.5M
70,638
0.6%
VBK
Vanguard Small -Cap Growth ETF
Com
$3.5M
11,614
0.6%
XVV
Ishares ESG Screened S&P 500 E
Com
$3.5M
70,342
0.6%
EAGG
iShares ESG Aware US Aggregate
Com
$3.0M
63,991
0.5%
ZNOV
Innovator Etfs Trust
Com
$3.0M
113,000
0.5%
ZDEK
Innovator Etfs Trust
Com
$3.0M
116,000
0.5%
ZFEB
Innovator Etfs Trust
Com
$2.9M
115,000
0.5%
GS
Goldman Sachs Group Inc
Com
$2.9M
3,423
0.5%
LOW
Lowes Companies Inc
Com
$2.8M
11,977
0.5%
IJK
iShares S&P Mid-Cap 400 Growth
Com
$2.7M
26,350
0.4%
VBR
Vanguard Small- Cap Value ETF
Com
$2.6M
12,154
0.4%
VTV
Vanguard Value ETF
Com
$2.6M
13,220
0.4%
AMZN
Amazon.com Inc
Com
$2.5M
11,850
0.4%
SIVR
Abrdn Silver Shares ETF
Com
$2.4M
34,000
0.4%
META
Meta Platforms Inc
Com
$2.4M
4,251
0.4%
GOOGL
Alphabet Inc Class A
Com
$2.2M
7,632
0.4%
ORCL
Oracle Corp
Com
$2.2M
14,918
0.4%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
62%
前 6 大占比
JCPB
15.0%
SPMO
14.7%
SYSB
14.4%
SPHQ
6.7%
GDE
6.5%
IVV
4.6%
其他
38.2%
