13F 机构持仓

Atlas Brown,Inc.

LOUISVILLE KY · SEC CIK 0001388168

2026Q22026Q1 更早 9 个季度 🔒
$3.72亿2026Q2 申报市值
237持仓数
29.2%前十大占比 · 第一大 6.7%
14 / 6新建仓 / 清仓
申报市值走势$3.72亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.7%
AAPL 5.2%
VTI 3.3%
MSFT 2.3%
JNJ 2.2%
JPM 2.1%
ABBV 2.0%
GOOG 1.9%
AMZN 1.7%
SPY 1.7%

2026Q2 买入最多 按季末市值估算

XOM 新建仓+$578.16万
AVUV 新建仓+$117.45万
MU 新建仓+$55.69万
UBER 新建仓+$53.13万
MRVL 新建仓+$45.70万

2026Q2 卖出最多 按季末市值估算

EXXON MOBIL CORP 清仓-$718.50万
CMI 减仓-$142.27万
OGN 减仓-$93.25万
AMAT 减仓-$83.79万
AXTI 减仓-$47.93万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
GSST GOLDMAN SACHS ULTRA SHORT BOND ETF $53.10万0.14%10,500 00.0% — 不变
UBER UBER TECHNOLOGIES INC COM $53.13万0.14%7,363 7,363— $53.13万 新建仓
EW EDWARDS LIFESCIENCES CORP COM $53.59万0.14%5,924 00.0% — 不变
BF/A BROWN FORMAN CORP CL A $55.68万0.15%20,351 00.0% — 不变
MU MICRON TECHNOLOGY INC COM $55.69万0.15%482 482— $55.69万 新建仓
CVS CVS HEALTH CORP COM $55.71万0.15%5,386 330.6% $3,414 加仓
ADBE ADOBE INC COM $56.34万0.15%2,748 1,737171.8% $35.61万 加仓
IDXX IDEXX LABS INC COM $56.39万0.15%1,071 00.0% — 不变
WAT WATERS CORP COM $57.27万0.15%1,527 120.8% $4,500 加仓
FAST FASTENAL CO COM $57.67万0.15%12,008 -5-0.0% -$240 减仓
FQAL FIDELITY QUALITY FACTOR ETF $57.98万0.16%7,127 -672-8.6% -$5.47万 减仓
DHR DANAHER CORP DEL COM $60.27万0.16%3,164 -141-4.3% -$2.69万 减仓
UTF COHEN & STEERS INFRASTRUCTURE COM $60.73万0.16%22,012 -259-1.2% -$7,146 减仓
QCOM QUALCOMM INC COM $61.50万0.17%3,328 -244-6.8% -$4.51万 减仓
FCX FREEPORT MCMORAN INC CL B $63.34万0.17%10,071 5095.3% $3.20万 加仓
VEA VANGUARD FTSE DEVELOPED MARKETS ETF $64.99万0.17%9,122 -2,008-18.0% -$14.31万 减仓
DOV DOVER CORP COM $65.76万0.18%2,932 -3-0.1% -$673 减仓
F FORD MTR CO COM $66.01万0.18%47,486 510.1% $709 加仓
IVE ISHARES S&P 500 VALUE ETF $66.41万0.18%2,925 -79-2.6% -$1.79万 减仓
SYBT STOCK YDS BANCORP INC COM $66.57万0.18%8,705 280.3% $2,141 加仓
C CITIGROUP INC COM NEW $68.92万0.19%4,924 -11-0.2% -$1,540 减仓
PSA PUBLIC STORAGE COM $68.95万0.19%2,166 00.0% — 不变
USB US BANCORP COM NEW $69.15万0.19%11,449 00.0% — 不变
SBUX STARBUCKS CORP COM $70.04万0.19%6,854 -33-0.5% -$3,372 减仓
PLTR PALANTIR TECHNOLOGIES INC CL A $70.32万0.19%6,027 58410.7% $6.81万 加仓
SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF $71.17万0.19%5,975 -64-1.1% -$7,624 减仓
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF $71.77万0.19%10,330 -216-2.0% -$1.50万 减仓
GS GOLDMAN SACHS GROUP INC COM $72.45万0.19%716 28365.4% $28.64万 加仓
TIP ISHARES TIPS BOND ETF $72.88万0.20%6,660 -151-2.2% -$1.65万 减仓
KR KROGER CO COM $73.30万0.20%13,199 -82-0.6% -$4,554 减仓
UI UBIQUITI INC COM $73.96万0.20%1,385 -40-2.8% -$2.14万 减仓
MMM 3M CO COM $74.48万0.20%4,600 -15-0.3% -$2,429 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL CL A $74.89万0.20%1 00.0% — 不变
BF/B BROWN FORMAN CORP CL B $76.52万0.21%28,713 4851.7% $1.29万 加仓
BMY BRISTOL-MYERS SQUIBB CO COM $77.06万0.21%13,373 -100-0.7% -$5,762 减仓
CMCSA COMCAST CORP NEW CL A $78.83万0.21%32,112 -357-1.1% -$8,764 减仓
VWO VANGUARD FTSE EMERGING MARKETS ETF $79.18万0.21%13,265 -46-0.3% -$2,746 减仓
HUM HUMANA INC COM $80.29万0.22%2,021 -349-14.7% -$13.87万 减仓
PM PHILIP MORRIS INTL INC COM $80.36万0.22%4,442 100.2% $1,809 加仓
UTG REAVES UTIL INCOME FD COM SH BEN INT $81.43万0.22%19,998 -463-2.3% -$1.89万 减仓
VOE VANGUARD MID-CAP VALUE ETF $82.10万0.22%4,155 -60-1.4% -$1.19万 减仓
SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF $84.31万0.23%7,727 -168-2.1% -$1.83万 减仓
VZ VERIZON COMMUNICATIONS INC COM $85.67万0.23%20,234 -792-3.8% -$3.35万 减仓
AMKR AMKOR TECHNOLOGY INC COM $86.23万0.23%10,000 -75-0.7% -$6,467 减仓
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF $86.33万0.23%2,518 -31-1.2% -$1.06万 减仓
AVGO BROADCOM INC COM $90.16万0.24%2,387 46123.9% $17.41万 加仓
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF $94.66万0.25%11,978 -164-1.4% -$1.30万 减仓
WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST $98.32万0.26%9,665 690.7% $7,019 加仓
ITW ILLINOIS TOOL WKS INC COM $100.72万0.27%3,724 -39-1.0% -$1.05万 减仓
VB VANGUARD SMALL-CAP ETF $101.25万0.27%3,340 1,28362.4% $38.89万 加仓
BLK BLACKROCK INC COM $104.29万0.28%1,085 -1-0.1% -$961 减仓
IJK ISHARES S&P MID-CAP 400 GROWTH ETF $110.35万0.30%9,392 -158-1.7% -$1.86万 减仓
RSP INVESCO S&P 500 EQUAL WEIGHT ETF $111.28万0.30%5,230 -105-2.0% -$2.23万 减仓
MA MASTERCARD INCORPORATED CL A $113.71万0.31%2,214 -2-0.1% -$1,027 减仓
PNC PNC FINL SVCS GROUP INC COM $114.20万0.31%4,638 130.3% $3,201 加仓
SHW SHERWIN WILLIAMS CO COM $114.83万0.31%3,335 10.0% $344 加仓
TGT TARGET CORP COM $116.37万0.31%8,909 160.2% $2,090 加仓
TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS $116.78万0.31%2,445 -68-2.7% -$3.25万 减仓
DUK DUKE ENERGY CORP NEW COM NEW $117.02万0.31%9,245 130.1% $1,646 加仓
AVUV AVANTIS U.S. SMALL CAP VALUE ETF $117.45万0.32%9,414 9,414— $117.45万 新建仓
AMD ADVANCED MICRO DEVICES INC COM $117.59万0.32%2,024 -144-6.6% -$8.37万 减仓
MCD MCDONALDS CORP COM $120.69万0.32%4,465 -19-0.4% -$5,136 减仓
TSLA TESLA INC COM $121.27万0.33%2,883 -25-0.9% -$1.05万 减仓
ORLY OREILLY AUTOMOTIVE INC COM $124.18万0.33%13,485 -24-0.2% -$2,210 减仓
CRM SALESFORCE INC COM $124.53万0.33%7,949 4365.8% $6.83万 加仓
IWM ISHARES RUSSELL 2000 ETF $124.61万0.33%4,148 -98-2.3% -$2.94万 减仓
T AT&T INC COM $124.74万0.33%60,259 -84-0.1% -$1,739 减仓
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF $127.30万0.34%13,902 -834-5.7% -$7.64万 减仓
PH PARKER-HANNIFIN CORP COM $127.58万0.34%1,304 00.0% — 不变
NEE NEXTERA ENERGY INC COM $129.48万0.35%14,752 -100-0.7% -$8,777 减仓
NFLX NETFLIX INC. COM $133.61万0.36%18,713 -7-0.0% -$500 减仓
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF $134.91万0.36%25,677 -381-1.5% -$2.00万 减仓
RWR STATE STREET SPDR DOW JONES REIT ETF $136.31万0.37%12,066 30.0% $339 加仓
BP BP PLC SPONSORED ADR $136.44万0.37%36,925 3701.0% $1.37万 加仓
AXP AMERICAN EXPRESS CO COM $142.04万0.38%4,199 30.1% $1,015 加仓
BA BOEING CO COM $143.06万0.38%6,609 00.0% — 不变
ASML ASML HLDG NV N Y REGISTRY SHS $150.80万0.40%758 -30-3.8% -$5.97万 减仓
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF $151.32万0.41%19,589 -435-2.2% -$3.36万 减仓
AVEM AVANTIS EMERGING MARKETS EQUITY ETF $153.68万0.41%15,927 1,2798.7% $12.34万 加仓
WOLF WOLFSPEED INC COM $155.85万0.42%32,300 7,30029.2% $35.22万 加仓
IWR ISHARES RUSSELL MIDCAP ETF $158.85万0.43%14,399 -281-1.9% -$3.10万 减仓
KO COCA COLA CO COM $160.27万0.43%19,721 -100-0.5% -$8,127 减仓
UNP UNION PAC CORP COM $161.51万0.43%5,938 00.0% — 不变
MIAX MIAMI INTL HLDGS INC COM $166.87万0.45%44,906 -6,068-11.9% -$22.55万 减仓
JCI JOHNSON CTLS INTL PLC SHS $169.62万0.46%11,609 00.0% — 不变
V VISA INC COM CL A $172.34万0.46%5,023 100.2% $3,431 加仓
SITM SITIME CORP COM $173.96万0.47%2,333 -9-0.4% -$6,711 减仓
WMT WALMART INC COM $177.18万0.48%15,643 -702-4.3% -$7.95万 减仓
AXTI AXT INC COM $180.20万0.48%25,000 -6,650-21.0% -$47.93万 减仓
ORCL ORACLE CORP COM $182.02万0.49%12,421 3202.6% $4.69万 加仓
ADP AUTOMATIC DATA PROCESSING INC COM $183.86万0.49%8,210 270.3% $6,047 加仓
ABT ABBOTT LABORATORIES COM $184.22万0.49%20,302 140.1% $1,270 加仓
RTX RTX CORPORATION COM $184.30万0.49%9,714 -5-0.1% -$949 减仓
IBM INTERNATIONAL BUSINESS MACHS COM $187.35万0.50%6,662 -42-0.6% -$1.18万 减仓
DIS DISNEY WALT CO COM $189.23万0.51%19,661 -11-0.1% -$1,059 减仓
IEF ISHARES 7-10 YEAR TREASURY BOND ETF $191.03万0.51%20,199 -23-0.1% -$2,175 减仓
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND $193.59万0.52%23,115 -254-1.1% -$2.13万 减仓
PFE PFIZER INC COM $194.75万0.52%80,876 -217-0.3% -$5,225 减仓
NET CLOUDFLARE INC CL A COM $203.23万0.55%8,286 -40-0.5% -$9,811 减仓
MRK MERCK & CO INC COM $207.92万0.56%16,181 -34-0.2% -$4,369 减仓