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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
$604.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q3
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 19
增持 52
减持 60
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
VUSB
Vanguard Ultra-Short Bond ETF
-$36.6M
518,045
-59%
增持
JCPB
J P Morgan CORE Plus Bond ETF
+$34.7M
1,574,742
+84%
增持
VUG
Vanguard Growth ETF
+$25.2M
74,226
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。
+212%
减持
SPHQ
Invesco S&P 500 Quality ETF
-$17.1M
547,754
-32%
增持
GDE
WisdomTree ETF Equity Gold S
+$13.3M
778,858
+17%
增持
SPMO
Invesco S&P 500 Momentum ETF
+$13.2M
854,512
+6%
减持
USFR
Wisdomtree Floating Rate Treas
-$5.6M
1,378,741
-7%
减持
IVV
iShares SP 500 ETF
+$1.9M
42,678
-0%
减持
USMV
iShares Edge MSCI Min Vol USA
-$1.5M
48,873
-26%
增持
GOOG
Alphabet Inc Class C
+$1.5M
20,844
+3%
减持
AAPL
Apple Inc
+$1.1M
23,595
-1%
增持
OBIL
US Treasury 12 Month Bill ETF
+$1.1M
69,540
+44%
增持
XBIL
US Treasury 6 Month Bill ETF
+$1.1M
39,850
+111%
增持
ORCL
Oracle Corp
+$1.0M
14,898
+2%
减持
IWM
iShares Russell 2000
+$916.8K
51,525
-4%
增持
IVW
iShares SP 500 Growth ETF
+$860.5K
80,475
+0%
减持
NVDA
NVIDIA Corp
+$852.9K
30,839
-1%
增持
ABBV
AbbVie Inc.
+$837.4K
18,180
+0%
减持
TBIL
US Treasury 3 Month Bill ETF
-$812.4K
173,461
-9%
增持
AVGO
Broadcom Inc
+$812.2K
14,558
+1%
增持
XVV
Ishares ESG Screened S&P 500 E
+$809.7K
81,311
+15%
增持
ISPY
ProShares S&P 500 High Income
+$764.1K
19,576
+598%
增持
DIVO
Amplify CWP Enhanced Dividend
+$758.8K
19,657
+613%
增持
TLTW
iShares 20 Year Treasury Bond
+$754.6K
37,263
+641%
增持
BUCK
Simplify Treasury Option Incom
+$669.7K
32,420
+640%
增持
PFLD
AAM Low Dur Preferred Income E
+$669.5K
39,146
+655%
增持
SGOL
Etfs Gold Tr
+$589.1K
28,000
+100%
增持
USG
USCF Gold Strategy Plus Income
+$582.8K
17,094
+638%
增持
MLPA
Global X MLP ETF
+$577.1K
13,800
+660%
减持
VOT
Vanguard Mid-Cap Growth ETF
-$553.1K
4,847
-30%
减持
IJH
iShares Core S&P Mid-Cap
+$546.2K
333,677
-3%
增持
GOOGL
Alphabet Inc Class A
+$530.3K
7,870
+0%
增持
JPM
JPMorgan Chase & Co
+$459.9K
17,679
+0%
增持
TSLA
Tesla, Inc
+$451.4K
3,063
+7%
增持
EAGG
iShares ESG Aware US Aggregate
+$448.6K
30,646
+42%
减持
AGRH
Ishares Interest Rate Hedged U
-$347.6K
10,545
-56%
增持
JEPI
JPMorgan Equity Premium Income
+$333.8K
109,195
+5%
增持
GS
Goldman Sachs Group Inc
+$302.8K
3,410
+0%
减持
LQDH
Ishares Interest Rate Hedged C
-$291.1K
14,722
-18%
减持
MSFT
Microsoft Corp
+$275.3K
14,321
-0%
建仓
GLW
Corning Inc
+$246.1K
3,000
清仓
ESMV
iShares ESG MSCI USA Min Vol F
-$238.6K
0
-100%
减持
JNJ
Johnson & Johnson
+$232.9K
7,251
-0%
减持
VEU
Vanguard FTSE All-Wld ex-US ET
+$164.2K
55,705
-2%
减持
TXN
Texas Instruments Inc
-$164.1K
5,497
-3%
减持
SBUX
Starbucks Corp
-$157.8K
18,249
-2%
减持
VB
Vanguard Small-Cap ETF
+$152.8K
15,546
-3%
减持
BMI
Badger Meter Inc
-$139.6K
1,708
-6%
增持
CVX
Chevron Corp
+$130.6K
10,603
+0%
减持
NFLX
Netflix Inc
-$128.2K
618
-5%
增持
—
Exxon Mobil Corp
+$123.1K
21,930
+1%
增持
HD
The Home Depot Inc
+$121.8K
2,694
+2%
减持
VO
Vanguard Mid-Cap ETF
+$120.5K
16,367
-2%
增持
CAT
Caterpillar Inc
+$117.8K
1,316
+0%
减持
MGC
Vanguard Mega Cap Index Fund E
-$117.8K
1,541
-30%
减持
NVO
Novo Nordisk A/S
-$109.3K
3,000
-25%
减持
BRK/B
Berkshire Hathaway Inc Class B
+$96.9K
7,542
-1%
减持
GE
General Electric Co
+$95.5K
2,542
-2%
建仓
FERG
Ferguson Enterprises Inc
+$93.0K
414
减持
ADP
Automatic Data Processing Inc
-$91.9K
5,984
-0%
减持
KO
Coca-Cola Co
-$91.2K
10,017
-6%
减持
IWS
iShares Russell Mid-Cap Value
+$89.8K
14,995
-1%
减持
PEP
PepsiCo Inc
+$88.2K
11,805
-1%
增持
APP
Applovin Corp
+$86.8K
171
+66%
减持
CRM
Salesforce.com Inc
-$84.2K
624
-27%
增持
AMD
Advanced Micro Devices Inc
+$74.9K
1,252
+39%
减持
JAAA
Janus Henderson AAA CLO
-$74.0K
52,175
-3%
减持
IBM
International Business Machine
-$73.1K
4,063
-2%
减持
VRTX
Vertex Pharmaceuticals Inc
-$68.2K
192
-40%
清仓
BAH
Booz Allen Hamilton Hldg Corp
-$61.9K
0
-100%
减持
LLY
Eli Lilly & Co
-$57.7K
1,088
-4%
增持
PH
Parker Hannifin Corp
+$56.5K
397
+13%
减持
PGR
Progressive Corp
-$55.3K
70
-74%
清仓
TTD
The Trade Desk Inc
-$54.0K
0
-100%
清仓
MCO
Moodys Corp
-$52.7K
0
-100%
增持
BLK
Blackrock Inc
+$51.7K
281
+7%
减持
MCD
McDonald's Corp
+$51.4K
5,455
-1%
建仓
SCHX
Schwab US Large Cap ETF
+$49.8K
1,892
增持
BAC
Bank of America Corporation
+$45.3K
10,354
+0%
清仓
IR
Ingersoll Rand Inc
-$43.1K
0
-100%
减持
EFA
iShares MSCI EAFE ETF
-$39.4K
17,503
-7%
增持
MTBA
Simplify MBS ETF
+$38.9K
21,414
+3%
减持
NOC
Northrop Grumman Corp
+$38.8K
378
-1%
减持
TJX
TJX Companies Inc
-$38.8K
1,389
-28%
减持
SPY
SPDR SP 500 ETF
+$38.8K
930
-1%
减持
—
Accenture PLC Class A
-$38.7K
392
-13%
减持
BMY
Bristol-Myers Squibb Company
-$37.9K
10,079
-5%
减持
LMT
Lockheed Martin Corp
+$36.5K
1,063
-0%
减持
ENB
Enbridge Inc
-$36.2K
1,492
-39%
增持
ZSEP
Equity Defined Protection ETF
+$34.5K
5,700
+27%
增持
IQLT
Ishares MSCI Intl Quality Fact
+$34.0K
32,876
+0%
清仓
MDY
SPDR S&P Mid-Cap 400
-$34.0K
0
-100%
减持
T
AT&T Inc
-$33.4K
9,112
-9%
增持
—
Eaton Corp PLC
+$33.4K
796
+7%
建仓
BSX
Boston Scientific Corp
+$33.2K
340
建仓
BIV
Vanguard Intermediate- Term Bo
+$33.1K
424
减持
WFC
Wells Fargo & Co
-$32.8K
405
-51%
清仓
ABNB
Airbnb Inc
-$32.7K
0
-100%
增持
PG
Procter & Gamble Co
-$31.7K
5,676
+0%
清仓
IYJ
MFC Ishares Tr US Industrials
-$31.3K
0
-100%
增持
CTAS
Cintas Corporation
+$31.2K
167
+1093%
减持
—
Chubb Ltd
-$30.5K
204
-33%
减持
WMB
Williams Companies Inc
-$30.2K
167
-74%
建仓
AFG
American Finl Group Inc Ohio
+$30.2K
207
建仓
APH
Amphenol Corp
+$30.1K
243
减持
MO
Altria Group Inc
+$29.9K
4,496
-1%
增持
YUM
Yum Brands Inc
+$29.9K
489
+63%
建仓
TOST
Toast Inc
+$29.7K
814
减持
PFE
Pfizer Inc
+$29.6K
33,946
-1%
清仓
ADI
Analog Devices Inc
-$29.5K
0
-100%
增持
CSCO
Cisco Systems Inc
+$29.2K
2,320
+24%
减持
CME
CME Group Inc
-$29.0K
15
-88%
增持
BX
Blackstone Inc
+$28.7K
718
+14%
建仓
SCI
Service Corp Intl
+$28.6K
344
建仓
MTG
Mgic Invt Corp Wis
+$28.0K
986
建仓
—
Millicom Intl Cellular S A
+$27.5K
567
减持
ECL
Ecolab Inc
-$27.5K
730
-14%
清仓
ANSS
Ansys Inc
-$27.0K
0
-100%
减持
—
AstraZeneca PLC ADR
-$26.9K
700
-39%
建仓
LAMR
Lamar Advertising Co New
+$26.8K
219
清仓
EHC
Encompass Health Corp
-$26.2K
0
-100%
建仓
HRB
HR Block Inc
+$25.9K
513
减持
SHOP
Shopify Inc Class A
+$25.2K
1,174
-9%
建仓
—
Willis Towers Watson Plc Ltd
+$24.9K
72
增持
AMZN
Amazon.com Inc
+$24.2K
11,284
+1%
减持
FAF
First American Financial Corp
-$23.8K
35
-92%
清仓
—
Steris Plc
-$23.5K
0
-100%
增持
MA
Mastercard Inc A
+$22.6K
1,817
+1%
减持
CTRA
Coterra Energy Inc
-$22.6K
780
-52%
建仓
FRT
Federal Rlty Invt Tr New
+$22.6K
223
建仓
EPR
EPR Properties
+$22.3K
385
增持
PM
Philip Morris International In
-$21.9K
3,637
+8%
减持
EWC
iShares MSCI Canada ETF
-$21.4K
400
-56%
增持
V
Visa Inc Class A
-$21.3K
2,029
+1%
清仓
PNW
Pinnacle West Capital Corp.
-$20.8K
0
-100%
增持
PANW
Palo Alto Networks Inc
+$20.6K
1,428
+8%
建仓
URI
United Rentals Inc Com
+$20.0K
21
清仓
CAG
Conagra Brands Inc
-$20.0K
0
-100%
建仓
BPOP
Popular Inc
+$19.9K
157
减持
VZ
Verizon Communications Inc
-$19.8K
4,123
-11%
清仓
WEN
Wendys Co
-$18.7K
0
-100%
清仓
NLY
Annaly Capital Management Inc
-$18.6K
0
-100%
减持
RLI
RLI Corp
-$18.5K
22
-92%
清仓
MUSA
Murphy Usa Inc
-$17.9K
0
-100%
清仓
FLO
Flowers Foods Inc
-$17.9K
0
-100%
清仓
CAVA
Cava Group Inc
-$17.6K
0
-100%
增持
SNOW
Snowflake Inc
+$16.8K
394
+22%
建仓
QUAL
iShares Edge MSCI USA Quality
+$16.3K
84
增持
INTU
Intuit Inc
-$16.2K
162
+1%
增持
AMP
Ameriprise Financial Inc
+$16.0K
202
+29%
