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
IYJ ISHARES U.S. INDUSTRIALS ETF $28.48万0.08%1,709 20.1% $333 加仓
NOC NORTHROP GRUMMAN CORP COM $27.85万0.07%547 -37-6.3% -$1.88万 减仓
CSX CSX CORP COM $27.70万0.07%5,828 00.0% — 不变
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF $27.22万0.07%3,534 -726-17.0% -$5.59万 减仓
CAG CONAGRA BRANDS INC COM $27.02万0.07%20,073 7,39258.3% $9.95万 加仓
IEFA ISHARES CORE MSCI EAFE ETF $26.83万0.07%2,778 -2-0.1% -$193 减仓
LOW LOWES COS INC COM $26.52万0.07%1,203 -23-1.9% -$5,070 减仓
GPK GRAPHIC PACKAGING HLDG CO COM $26.43万0.07%25,000 25,000— $26.43万 新建仓
GWW WW GRAINGER INC COM $26.26万0.07%193 -10-4.9% -$1.36万 减仓
VBK VANGUARD SMALL-CAP GROWTH ETF $26.15万0.07%715 00.0% — 不变
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF $25.55万0.07%2,527 30.1% $303 加仓
MGMT BALLAST SMALL/MID CAP ETF $25.48万0.07%5,000 00.0% — 不变
ET ENERGY TRANSFER L P COM UT LTD PTN $25.41万0.07%13,291 00.0% — 不变
PPG PPG INDS INC COM $24.90万0.07%2,053 50.2% $606 加仓
IYH ISHARES U.S. HEALTHCARE ETF $24.37万0.07%3,637 90.2% $603 加仓
TEL TE CONNECTIVITY PLC ORD SHS $24.22万0.07%1,201 00.0% — 不变
VOO VANGUARD S&P 500 ETF $23.97万0.06%349 51.5% $3,434 加仓
RWL INVESCO S&P 500 REVENUE ETF $23.96万0.06%1,875 60.3% $767 加仓
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF $23.81万0.06%4,215 -55-1.3% -$3,107 减仓
NSC NORFOLK SOUTHN CORP COM $23.44万0.06%745 00.0% — 不变
FISV FISERV INC COM $23.22万0.06%4,734 4,734— $23.22万 新建仓
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF $22.99万0.06%1,455 -10-0.7% -$1,580 减仓
AAAU GOLDMAN SACHS PHYSICAL GOLD ETF $22.87万0.06%5,781 240.4% $950 加仓
GGG GRACO INC COM $22.68万0.06%3,000 00.0% — 不变
VUG VANGUARD GROWTH ETF $22.68万0.06%2,633 2,194499.8% $18.90万 重新持有
IYM ISHARES U.S. BASIC MATERIALS ETF $22.30万0.06%1,242 30.2% $539 加仓
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF $21.36万0.06%3,985 -125-3.0% -$6,701 减仓
GSK GSK PLC SPONSORED ADR $21.25万0.06%4,053 00.0% — 不变
— GLOBAL X MSCI SUPERDIVIDEND EAFE ETF $21.17万0.06%9,910 9,910— $21.17万 新建仓
ISRG INTUITIVE SURGICAL INC COM NEW $21.12万0.06%531 -27-4.8% -$1.07万 减仓
CL COLGATE PALMOLIVE CO COM $20.90万0.06%2,280 2,280— $20.90万 新建仓
YUM YUM BRANDS INC COM $20.83万0.06%1,303 00.0% — 不变
MDT MEDTRONIC PLC SHS $20.44万0.05%2,613 130.5% $1,017 加仓
DE DEERE & CO COM $20.17万0.05%318 318— $20.17万 新建仓
OGN ORGANON & CO COMMON STOCK $15.31万0.04%11,307 -68,870-85.9% -$93.25万 减仓
JBS JBS N.V. CL A SHS $11.85万0.03%10,000 10,000— $11.85万 新建仓
ATEC ALPHATEC HLDGS INC COM NEW $11.07万0.03%12,800 1,29411.2% $1.12万 重新持有
— EXXON MOBIL CORP COM $00.00%0 -42,349-100.0% -$718.50万 清仓
— HONEYWELL INTL INC COM $00.00%0 -1,644-100.0% -$37.17万 清仓
COP CONOCOPHILLIPS COM $00.00%0 -1,712-100.0% -$22.60万 清仓
BR BROADRIDGE FINL SOLUTIONS INC COM $00.00%0 -1,370-100.0% -$22.26万 清仓
AMT AMERICAN TOWER CORP COM $00.00%0 -1,187-100.0% -$20.49万 清仓
VG VENTURE GLOBAL INC COM CL A $00.00%0 -10,000-100.0% -$15.76万 清仓