13F 机构持仓

Atlas Brown,Inc.

LOUISVILLE KY · SEC CIK 0001388168

2026Q22026Q1 更早 9 个季度 🔒
$3.32亿2026Q1 申报市值
226持仓数
29.7%前十大占比 · 第一大 6.7%
8 / 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 2.6%
JNJ 2.4%
EXXON MOBIL CO 2.2%
JPM 2.1%
ABBV 2.0%
GOOG 1.7%
AMZN 1.7%

2026Q1 买入最多 按季末市值估算

MIAX 新建仓+$198.39万
VTI 加仓+$46.23万
WOLF 新建仓+$40.80万
IEF 加仓+$36.37万
CEG 新建仓+$31.16万

2026Q1 卖出最多 按季末市值估算

AAPL 减仓-$106.06万
NVDA 减仓-$105.83万
VG 减仓-$52.01万
AXTI 减仓-$42.73万
PZZA 清仓-$39.06万

2026Q1 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
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF $24.20万0.07%4,270 -190-4.3% -$1.08万 减仓
CSX CSX CORP COM $23.92万0.07%5,828 20.0% $82 加仓
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF $23.81万0.07%5,155 48910.5% $2.26万 加仓
UNH UNITEDHEALTH GROUP INC COM $23.42万0.07%866 -117-11.9% -$3.16万 减仓
COP CONOCOPHILLIPS COM $22.60万0.07%1,712 1,712— $22.60万 新建仓
MGMT BALLAST SMALL/MID CAP ETF $22.56万0.07%5,000 00.0% — 不变
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF $22.54万0.07%2,924 2,924— $22.54万 新建仓
MDT MEDTRONIC PLC SHS $22.53万0.07%2,600 37416.8% $3.24万 加仓
GSK GSK PLC SPONSORED ADR $22.37万0.07%4,053 4,053— $22.37万 新建仓
IYH ISHARES U.S. HEALTHCARE ETF $22.36万0.07%3,628 110.3% $678 加仓
BR BROADRIDGE FINL SOLUTIONS INC COM $22.26万0.07%1,370 60.4% $975 加仓
GWW WW GRAINGER INC COM $22.14万0.07%203 -10-4.7% -$1.09万 减仓
PPG PPG INDS INC COM $21.89万0.07%2,048 00.0% — 不变
IYM ISHARES U.S. BASIC MATERIALS ETF $21.79万0.07%1,239 1,239— $21.79万 新建仓
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF $21.70万0.07%1,465 -30-2.0% -$4,443 减仓
DOC HEALTHPEAK PROPERTIES INC COM $21.68万0.07%13,194 1,60213.8% $2.63万 加仓
VBK VANGUARD SMALL-CAP GROWTH ETF $21.61万0.07%715 00.0% — 不变
RWL INVESCO S&P 500 REVENUE ETF $21.48万0.06%1,869 70.4% $805 加仓
NSC NORFOLK SOUTHN CORP COM $21.38万0.06%745 10.1% $287 加仓
WEN WENDYS CO COM $20.85万0.06%30,000 19,639189.5% $13.65万 加仓
VOO VANGUARD S&P 500 ETF $20.56万0.06%344 00.0% — 不变
AMT AMERICAN TOWER CORP COM $20.49万0.06%1,187 161.4% $2,761 加仓
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF $20.29万0.06%4,110 531.3% $2,617 加仓
YUM YUM BRANDS INC COM $20.26万0.06%1,303 -720-35.6% -$11.19万 减仓
CAG CONAGRA BRANDS INC COM $19.93万0.06%12,681 12,681— $19.93万 新建仓
VG VENTURE GLOBAL INC COM CL A $15.76万0.05%10,000 -33,000-76.7% -$52.01万 减仓
PZZA PAPA JOHNS INTL INC COM $00.00%0 -10,147-100.0% -$39.06万 清仓
UPS UNITED PARCEL SERVICE INC CL B $00.00%0 -2,976-100.0% -$29.52万 清仓
ATEC ALPHATEC HLDGS INC COM NEW $00.00%0 —— — 申报中断
INTU INTUIT COM $00.00%0 —— — 申报中断
COF CAPITAL ONE FINL CORP COM $00.00%0 -925-100.0% -$22.43万 清仓
VUG VANGUARD GROWTH ETF $00.00%0 —— — 申报中断
EFV ISHARES MSCI EAFE VALUE ETF $00.00%0 -2,936-100.0% -$20.97万 清仓
BX BLACKSTONE INC COM $00.00%0 -1,343-100.0% -$20.69万 清仓
FBTC FIDELITY WISE ORIGIN BITCOIN FUND $00.00%0 -2,653-100.0% -$20.22万 清仓