Atlas Brown,Inc.
LOUISVILLE KY · SEC CIK 0001388168
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -42,349 | -100.0% | -$718.50万 | 清仓 |
| — | HONEYWELL INTL INC COM | $0 | 0.00% | 0 | -1,644 | -100.0% | -$37.17万 | 清仓 |
| COP | CONOCOPHILLIPS COM | $0 | 0.00% | 0 | -1,712 | -100.0% | -$22.60万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $0 | 0.00% | 0 | -1,370 | -100.0% | -$22.26万 | 清仓 |
| AMT | AMERICAN TOWER CORP COM | $0 | 0.00% | 0 | -1,187 | -100.0% | -$20.49万 | 清仓 |
| VG | VENTURE GLOBAL INC COM CL A | $0 | 0.00% | 0 | -10,000 | -100.0% | -$15.76万 | 清仓 |
| ATEC | ALPHATEC HLDGS INC COM NEW | $11.07万 | 0.03% | 12,800 | 1,294 | 11.2% | $1.12万 | 重新持有 |
| JBS | JBS N.V. CL A SHS | $11.85万 | 0.03% | 10,000 | 10,000 | — | $11.85万 | 新建仓 |
| OGN | ORGANON & CO COMMON STOCK | $15.31万 | 0.04% | 11,307 | -68,870 | -85.9% | -$93.25万 | 减仓 |
| DE | DEERE & CO COM | $20.17万 | 0.05% | 318 | 318 | — | $20.17万 | 新建仓 |
| MDT | MEDTRONIC PLC SHS | $20.44万 | 0.05% | 2,613 | 13 | 0.5% | $1,017 | 加仓 |
| YUM | YUM BRANDS INC COM | $20.83万 | 0.06% | 1,303 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $20.90万 | 0.06% | 2,280 | 2,280 | — | $20.90万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $21.12万 | 0.06% | 531 | -27 | -4.8% | -$1.07万 | 减仓 |
| — | GLOBAL X MSCI SUPERDIVIDEND EAFE ETF | $21.17万 | 0.06% | 9,910 | 9,910 | — | $21.17万 | 新建仓 |
| GSK | GSK PLC SPONSORED ADR | $21.25万 | 0.06% | 4,053 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $21.36万 | 0.06% | 3,985 | -125 | -3.0% | -$6,701 | 减仓 |
| IYM | ISHARES U.S. BASIC MATERIALS ETF | $22.30万 | 0.06% | 1,242 | 3 | 0.2% | $539 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $22.68万 | 0.06% | 2,633 | 2,194 | 499.8% | $18.90万 | 重新持有 |
| GGG | GRACO INC COM | $22.68万 | 0.06% | 3,000 | 0 | 0.0% | — | 不变 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $22.87万 | 0.06% | 5,781 | 24 | 0.4% | $950 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $22.99万 | 0.06% | 1,455 | -10 | -0.7% | -$1,580 | 减仓 |
| FISV | FISERV INC COM | $23.22万 | 0.06% | 4,734 | 4,734 | — | $23.22万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP COM | $23.44万 | 0.06% | 745 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $23.81万 | 0.06% | 4,215 | -55 | -1.3% | -$3,107 | 减仓 |
| RWL | INVESCO S&P 500 REVENUE ETF | $23.96万 | 0.06% | 1,875 | 6 | 0.3% | $767 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $23.97万 | 0.06% | 349 | 5 | 1.5% | $3,434 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $24.22万 | 0.07% | 1,201 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $24.37万 | 0.07% | 3,637 | 9 | 0.2% | $603 | 加仓 |
| PPG | PPG INDS INC COM | $24.90万 | 0.07% | 2,053 | 5 | 0.2% | $606 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $25.41万 | 0.07% | 13,291 | 0 | 0.0% | — | 不变 |
| MGMT | BALLAST SMALL/MID CAP ETF | $25.48万 | 0.07% | 5,000 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETF | $25.55万 | 0.07% | 2,527 | 3 | 0.1% | $303 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $26.15万 | 0.07% | 715 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC COM | $26.26万 | 0.07% | 193 | -10 | -4.9% | -$1.36万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO COM | $26.43万 | 0.07% | 25,000 | 25,000 | — | $26.43万 | 新建仓 |
| LOW | LOWES COS INC COM | $26.52万 | 0.07% | 1,203 | -23 | -1.9% | -$5,070 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $26.83万 | 0.07% | 2,778 | -2 | -0.1% | -$193 | 减仓 |
| CAG | CONAGRA BRANDS INC COM | $27.02万 | 0.07% | 20,073 | 7,392 | 58.3% | $9.95万 | 加仓 |
| SMDV | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF | $27.22万 | 0.07% | 3,534 | -726 | -17.0% | -$5.59万 | 减仓 |
| CSX | CSX CORP COM | $27.70万 | 0.07% | 5,828 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $27.85万 | 0.07% | 547 | -37 | -6.3% | -$1.88万 | 减仓 |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | $28.48万 | 0.08% | 1,709 | 2 | 0.1% | $333 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $28.52万 | 0.08% | 13,329 | 135 | 1.0% | $2,889 | 加仓 |
| CHDN | CHURCHILL DOWNS INC COM | $28.69万 | 0.08% | 3,201 | -1,110 | -25.7% | -$9.95万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $28.70万 | 0.08% | 841 | 841 | — | $28.70万 | 新建仓 |
| WEN | WENDYS CO COM | $29.02万 | 0.08% | 35,000 | 5,000 | 16.7% | $4.14万 | 加仓 |
| UL | UNILEVER PLC SPON ADR NEW | $29.88万 | 0.08% | 4,970 | -19 | -0.4% | -$1,142 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $30.04万 | 0.08% | 599 | -11 | -1.8% | -$5,516 | 减仓 |
| GDX | VANECK GOLD MINERS ETF | $30.18万 | 0.08% | 4,000 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $31.05万 | 0.08% | 31,495 | -9,751 | -23.6% | -$9.61万 | 减仓 |
| OTTR | OTTER TAIL CORP COM | $31.41万 | 0.08% | 3,491 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY MSCI FINANCIALS INDEX ETF | $32.15万 | 0.09% | 4,200 | 94 | 2.3% | $7,196 | 加仓 |
| SYY | SYSCO CORP COM | $32.15万 | 0.09% | 3,847 | -5 | -0.1% | -$418 | 减仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $32.18万 | 0.09% | 5,337 | 12 | 0.2% | $724 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $32.36万 | 0.09% | 5,741 | 18 | 0.3% | $1,015 | 加仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $32.55万 | 0.09% | 3,131 | -1,313 | -29.5% | -$13.65万 | 减仓 |
| ETN | EATON CORP PLC SHS | $32.64万 | 0.09% | 766 | 2 | 0.3% | $852 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $32.76万 | 0.09% | 3,673 | 118 | 3.3% | $1.05万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $33.08万 | 0.09% | 4,381 | 70 | 1.6% | $5,286 | 加仓 |
| KLAC | KLA CORP COM NEW | $33.65万 | 0.09% | 1,115 | 1,115 | — | $33.65万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $33.86万 | 0.09% | 9,212 | -3,280 | -26.3% | -$12.06万 | 减仓 |
| MTBA | SIMPLIFY MBS ETF | $34.10万 | 0.09% | 6,950 | 0 | 0.0% | — | 不变 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $34.42万 | 0.09% | 6,528 | 6,528 | — | $34.42万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $35.73万 | 0.10% | 860 | -6 | -0.7% | -$2,493 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $35.89万 | 0.10% | 10,605 | 11 | 0.1% | $372 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $36.85万 | 0.10% | 900 | -100 | -10.0% | -$4.09万 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $37.59万 | 0.10% | 4,848 | 0 | 0.0% | — | 不变 |
| FXZ | FIRST TRUST MATERIALS ALPHADEX FUND | $37.60万 | 0.10% | 4,734 | -85 | -1.8% | -$6,752 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $38.55万 | 0.10% | 1,315 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $39.15万 | 0.11% | 1,792 | -25 | -1.4% | -$5,461 | 减仓 |
| CINF | CINCINNATI FINL CORP COM | $39.27万 | 0.11% | 2,121 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $39.80万 | 0.11% | 2,694 | 5 | 0.2% | $739 | 加仓 |
| INTU | INTUIT COM | $40.03万 | 0.11% | 1,534 | 1,185 | 339.5% | $30.92万 | 重新持有 |
| IYF | ISHARES U.S. FINANCIALS ETF | $41.42万 | 0.11% | 3,248 | 9 | 0.3% | $1,148 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $41.83万 | 0.11% | 13,083 | 11 | 0.1% | $352 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $42.32万 | 0.11% | 2,221 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $42.77万 | 0.11% | 4,434 | 33 | 0.7% | $3,183 | 加仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $42.79万 | 0.11% | 9,271 | 4,116 | 79.8% | $19.00万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $42.87万 | 0.12% | 5,175 | -336 | -6.1% | -$2.78万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $43.09万 | 0.12% | 3,606 | -2 | -0.1% | -$239 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $43.29万 | 0.12% | 1,716 | -36 | -2.1% | -$9,082 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $44.32万 | 0.12% | 3,508 | -5 | -0.1% | -$632 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $44.36万 | 0.12% | 1,786 | 670 | 60.0% | $16.64万 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $45.10万 | 0.12% | 6,631 | 1,658 | 33.3% | $11.28万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC COM | $45.36万 | 0.12% | 2,000 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC COM | $45.70万 | 0.12% | 1,534 | 1,534 | — | $45.70万 | 新建仓 |
| MO | ALTRIA GROUP INC COM | $46.00万 | 0.12% | 6,393 | 35 | 0.6% | $2,518 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $46.15万 | 0.12% | 4,288 | 26 | 0.6% | $2,798 | 加仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $46.18万 | 0.12% | 2,585 | -3 | -0.1% | -$536 | 减仓 |
| GLD | SPDR GOLD SHARES | $46.34万 | 0.12% | 1,258 | -5 | -0.4% | -$1,842 | 减仓 |
| OMC | OMNICOM GROUP INC COM | $47.51万 | 0.13% | 6,524 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $47.85万 | 0.13% | 3,342 | 1 | 0.0% | $143 | 加仓 |
| RPM | RPM INTL INC COM | $48.02万 | 0.13% | 4,320 | -300 | -6.5% | -$3.33万 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $49.72万 | 0.13% | 2,266 | -366 | -13.9% | -$8.03万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $50.27万 | 0.13% | 5,880 | 2,956 | 101.1% | $25.27万 | 加仓 |
| IVOV | VANGUARD S&P MID-CAP 400 VALUE ETF | $50.35万 | 0.14% | 4,414 | -177 | -3.9% | -$2.02万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $51.36万 | 0.14% | 6,215 | -40 | -0.6% | -$3,305 | 减仓 |
| PYPL | PAYPAL HLDGS INC COM | $51.99万 | 0.14% | 12,041 | 4,649 | 62.9% | $20.07万 | 加仓 |
| SO | SOUTHERN CO COM | $52.09万 | 0.14% | 5,443 | 16 | 0.3% | $1,531 | 加仓 |