ATLAS CAPITAL ADVISORS INC.
JACKSON WY · SEC CIK 0001434165
$8.74亿2026Q1 申报市值
989持仓数
22.7%前十大占比 · 第一大 4.5%
75 / 48新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EMXC 加仓+$360.03万
FDX 加仓+$162.88万
PANW 加仓+$158.81万
FSTA 加仓+$136.85万
XLB 加仓+$99.20万
2026Q1 卖出最多 按季末市值估算
MU 减仓-$264.43万
Cyberark Softwar 清仓-$254.25万
RSPT 减仓-$203.33万
VSS 减仓-$174.08万
HOOD 清仓-$172.26万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | Berkshire Hathaway Inc | $529.80万 | 0.61% | 11,056 | 33 | 0.3% | $1.58万 | 加仓 |
| VWO | Vanguard Emerging Markets ETF | $544.68万 | 0.62% | 100,773 | -5,262 | -5.0% | -$28.44万 | 减仓 |
| COST | Costco Wholesale Corp | $554.71万 | 0.63% | 5,567 | 13 | 0.2% | $1.30万 | 加仓 |
| IVV | iShares S P 500 ETF | $576.13万 | 0.66% | 8,820 | 337 | 4.0% | $22.01万 | 加仓 |
| VTV | Vanguard Value ETF | $589.06万 | 0.67% | 30,023 | 325 | 1.1% | $6.38万 | 加仓 |
| VTI | Vanguard Total Stock Market ETF | $592.64万 | 0.68% | 18,473 | 63 | 0.3% | $2.02万 | 加仓 |
| REGN | Regeneron Pharmaceuticals Inc | $599.41万 | 0.69% | 7,758 | 0 | 0.0% | — | 不变 |
| MTUM | iShares MSCI US Momentum ETF | $617.18万 | 0.71% | 25,716 | 0 | 0.0% | — | 不变 |
| RSPT | Invesco SP500 EqlWt Tech ETF | $652.68万 | 0.75% | 144,207 | -44,925 | -23.8% | -$203.33万 | 减仓 |
| VGIT | Vanguard Intermediate Treasury ETF | $679.32万 | 0.78% | 114,075 | -11,650 | -9.3% | -$69.38万 | 减仓 |
| FLJP | Franklin Ftse Japan ETF | $704.48万 | 0.81% | 194,714 | 4,724 | 2.5% | $17.09万 | 加仓 |
| BIL | SPDR Blmbg Barclays 1-3 Mth T-Bill ETF | $714.98万 | 0.82% | 78,020 | 6,342 | 8.8% | $58.12万 | 加仓 |
| VFH | Vanguard Financials ETF | $725.62万 | 0.83% | 60,063 | -4,281 | -6.7% | -$51.72万 | 减仓 |
| V | Visa Inc | $729.18万 | 0.83% | 24,126 | 651 | 2.8% | $19.68万 | 加仓 |
| VOX | Vanguard Communications Services ETF | $730.10万 | 0.83% | 40,597 | -2,606 | -6.0% | -$46.87万 | 减仓 |
| VT | Vanguard Total World Stock ETF | $760.25万 | 0.87% | 54,963 | 55 | 0.1% | $7,608 | 加仓 |
| EFV | iShares MSCI EAFE Value ETF | $760.38万 | 0.87% | 102,270 | 1,470 | 1.5% | $10.93万 | 加仓 |
| VTIP | Vanguard Short-Term Tips ETF | $790.20万 | 0.90% | 158,199 | 17,171 | 12.2% | $85.77万 | 加仓 |
| SPY | SPDR S P 500 ETF | $800.37万 | 0.92% | 12,307 | -3 | -0.0% | -$1,951 | 减仓 |
| VHT | Vanguard Health Care ETF | $866.99万 | 0.99% | 31,836 | 2,524 | 8.6% | $68.74万 | 加仓 |
| VBR | Vanguard Small Cap Value ETF | $875.16万 | 1.00% | 40,283 | -974 | -2.4% | -$21.16万 | 减仓 |
| SCHC | Schwab Intl Small-Cap Equity ETF | $898.21万 | 1.03% | 192,171 | -7,413 | -3.7% | -$34.65万 | 减仓 |
| FTEC | Fidelity MSCI Information Tech ETF | $902.69万 | 1.03% | 43,388 | -1,843 | -4.1% | -$38.34万 | 减仓 |
| SPDW | SPDR Developed World Ex-US ETF | $906.20万 | 1.04% | 198,510 | 2,994 | 1.5% | $13.67万 | 加仓 |
| GOOG | Alphabet Inc C | $910.15万 | 1.04% | 31,728 | 623 | 2.0% | $17.87万 | 加仓 |
| XLF | SPDR S P Financial ETF | $910.66万 | 1.04% | 184,456 | -11,287 | -5.8% | -$55.72万 | 减仓 |
| XLC | SPDR Communications Services ETF | $912.62万 | 1.04% | 82,321 | -7,052 | -7.9% | -$78.18万 | 减仓 |
| XLI | SPDR S P Industrials ETF | $912.64万 | 1.04% | 56,429 | 1,178 | 2.1% | $19.05万 | 加仓 |
| VGT | Vanguard Information Technology ETF | $928.87万 | 1.06% | 13,313 | -1,243 | -8.5% | -$86.73万 | 减仓 |
| AMZN | Amazon Com Inc | $956.23万 | 1.09% | 45,913 | 683 | 1.5% | $14.22万 | 加仓 |
| BBCA | JP Morgan Betabuilders Canada ETF | $1,042.64万 | 1.19% | 110,848 | -2,041 | -1.8% | -$19.20万 | 减仓 |
| VOE | Vanguard Mid-Cap Value ETF | $1,056.27万 | 1.21% | 57,318 | -3,508 | -5.8% | -$64.65万 | 减仓 |
| IVLU | iShares Edge MSCI Intl Value Factor ETF | $1,072.90万 | 1.23% | 270,387 | -3,272 | -1.2% | -$12.98万 | 减仓 |
| VSS | Vanguard Ftse All-Wld Ex-US Small Cap ETF | $1,087.77万 | 1.24% | 74,611 | -11,940 | -13.8% | -$174.08万 | 减仓 |
| VPL | Vanguard Ftse Pacific ETF | $1,088.81万 | 1.25% | 111,410 | 1,081 | 1.0% | $10.56万 | 加仓 |
| BBAX | JP Morgan Betabuilders Dev Asia Ex-Jpn ETF | $1,102.71万 | 1.26% | 185,469 | 8,978 | 5.1% | $53.38万 | 加仓 |
| GOOGL | Alphabet Inc A | $1,138.28万 | 1.30% | 39,584 | 1,000 | 2.6% | $28.76万 | 加仓 |
| MSFT | Microsoft Corp | $1,161.15万 | 1.33% | 31,368 | 721 | 2.4% | $26.69万 | 加仓 |
| IMTM | iShares Edge MSCI Intl ETF | $1,232.57万 | 1.41% | 256,678 | 4,402 | 1.7% | $21.14万 | 加仓 |
| EMXC | iShares MSCI Emerging Mkts Ex China ETF | $1,424.60万 | 1.63% | 181,109 | 45,770 | 33.8% | $360.03万 | 加仓 |
| XLK | SPDR S P Info Technology ETF | $1,534.46万 | 1.75% | 115,459 | -10,327 | -8.2% | -$137.25万 | 减仓 |
| SPEM | SPDR Emerging Market ETF | $1,676.37万 | 1.92% | 357,358 | -24,050 | -6.3% | -$112.82万 | 减仓 |
| AAPL | Apple Inc | $1,711.37万 | 1.96% | 67,432 | 2,821 | 4.4% | $71.59万 | 加仓 |
| PLMR | Palomar Holdings Inc | $2,170.53万 | 2.48% | 181,634 | 0 | 0.0% | — | 不变 |
| VGK | Vanguard European Stock ETF | $3,878.60万 | 4.44% | 470,532 | 7,392 | 1.6% | $60.93万 | 加仓 |
| PG | Procter Gamble Co | $3,924.16万 | 4.49% | 271,681 | -507 | -0.2% | -$7.32万 | 减仓 |