ATLAS CAPITAL ADVISORS INC.
JACKSON WY · SEC CIK 0001434165
$9.14亿2026Q2 申报市值
1,049持仓数
20.2%前十大占比 · 第一大 4.7%
126 / 75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
IMTM 加仓+$360.92万
DFIV 加仓+$349.58万
BIL 加仓+$299.86万
VBR 加仓+$210.46万
RSPT 加仓+$171.98万
2026Q2 卖出最多 按季末市值估算
PG 减仓-$3,980.64万
PLMR 清仓-$2,170.53万
MSFT 减仓-$793.60万
GOOGL 减仓-$776.28万
AAPL 减仓-$729.59万
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 |
|---|---|---|---|---|---|---|---|---|
| XLP | SPDR S P Consumer Staples ETF | $130.62万 | 0.14% | 15,724 | 469 | 3.1% | $3.90万 | 加仓 |
| VAW | Vanguard Materials ETF | $131.05万 | 0.14% | 5,728 | 63 | 1.1% | $1.44万 | 加仓 |
| URI | United Rentals Inc | $132.21万 | 0.14% | 1,167 | 0 | 0.0% | — | 不变 |
| PFG | Principal Financial Group Inc | $132.33万 | 0.14% | 12,278 | 4,097 | 50.1% | $44.16万 | 加仓 |
| HCA | Hca Holdings Inc | $133.07万 | 0.15% | 3,413 | -2,001 | -37.0% | -$78.02万 | 减仓 |
| ELV | Elevance Health | $137.48万 | 0.15% | 3,555 | 52 | 1.5% | $2.01万 | 加仓 |
| BCS | Barclays Plc - Adr | $139.45万 | 0.15% | 51,917 | 264 | 0.5% | $7,091 | 加仓 |
| VIRT | Virtu Financial Inc A | $140.50万 | 0.15% | 23,585 | 10,320 | 77.8% | $61.48万 | 加仓 |
| P | Everpure Inc | $141.61万 | 0.15% | 17,973 | 0 | 0.0% | — | 不变 |
| SIRI | SiriUS Xm Holdings Inc | $144.11万 | 0.16% | 48,784 | 15,505 | 46.6% | $45.80万 | 加仓 |
| SAN | Banco Santander Sa | $146.06万 | 0.16% | 105,837 | 16,451 | 18.4% | $22.70万 | 加仓 |
| TGT | Target Corporation | $153.35万 | 0.17% | 11,741 | 7,889 | 204.8% | $103.04万 | 加仓 |
| VB | Vanguard Small Cap ETF | $154.27万 | 0.17% | 5,089 | 1,469 | 40.6% | $44.53万 | 加仓 |
| TSM | Taiwan Semiconductor Manufactoring Co | $156.64万 | 0.17% | 3,280 | 614 | 23.0% | $29.32万 | 加仓 |
| IDMO | Invesco S P International Momentum ETF | $157.12万 | 0.17% | 26,061 | -389 | -1.5% | -$2.35万 | 减仓 |
| R | Ryder System Inc | $158.39万 | 0.17% | 6,005 | 991 | 19.8% | $26.14万 | 加仓 |
| XLB | SPDR S P Materials ETF | $158.82万 | 0.17% | 31,245 | -7,309 | -19.0% | -$37.15万 | 减仓 |
| FDX | Fedex Corp | $159.35万 | 0.17% | 5,089 | 103 | 2.1% | $3.23万 | 加仓 |
| SNX | Synnex Corp | $162.03万 | 0.18% | 6,061 | 580 | 10.6% | $15.51万 | 加仓 |
| — | Franklin Ftse China ETF | $170.60万 | 0.19% | 83,575 | -11,669 | -12.3% | -$23.82万 | 减仓 |
| PH | Parker Hannifin Corp | $176.94万 | 0.19% | 1,809 | 0 | 0.0% | — | 不变 |
| SCHH | Schwab US Reit ETF | $177.06万 | 0.19% | 74,771 | 43,399 | 138.3% | $102.77万 | 加仓 |
| XLU | SPDR S P Utilities ETF | $181.76万 | 0.20% | 40,089 | -6,732 | -14.4% | -$30.52万 | 减仓 |
| PXF | Powershares FTSE RAFI Dev ETF | $181.79万 | 0.20% | 24,033 | -210 | -0.9% | -$1.59万 | 减仓 |
| TEL | Te Connectivity Ltd | $186.15万 | 0.20% | 9,233 | 18 | 0.2% | $3,629 | 加仓 |
| MAR | Marriott International Inc | $187.56万 | 0.21% | 5,061 | 0 | 0.0% | — | 不变 |
| V | Visa Inc | $190.90万 | 0.21% | 5,564 | -18,562 | -76.9% | -$636.84万 | 减仓 |
| IBM | International Business Machines Corp | $192.88万 | 0.21% | 6,859 | -276 | -3.9% | -$7.76万 | 减仓 |
| VXUS | Vanguard Total Intl Stock ETF | $194.07万 | 0.21% | 22,701 | 0 | 0.0% | — | 不变 |
| BBEU | JP Morgan Betabuilders Europe ETF | $198.20万 | 0.22% | 25,485 | -4,908 | -16.1% | -$38.17万 | 减仓 |
| SCZ | iShares MSCI EAFE Small Cap ETF | $202.80万 | 0.22% | 24,650 | -1,345 | -5.2% | -$11.07万 | 减仓 |
| WMT | Wal-Mart Stores Inc | $206.00万 | 0.23% | 18,188 | 3,107 | 20.6% | $35.19万 | 加仓 |
| VO | Vanguard Mid-Cap ETF | $214.63万 | 0.23% | 26,639 | -245 | -0.9% | -$1.97万 | 减仓 |
| GM | General Motors Co | $217.56万 | 0.24% | 28,225 | 4,303 | 18.0% | $33.17万 | 加仓 |
| XLE | SPDR S P Energy ETF | $218.74万 | 0.24% | 41,186 | 11,196 | 37.3% | $59.46万 | 加仓 |
| AMKR | Amkor Technology Inc | $222.03万 | 0.24% | 25,748 | 1,176 | 4.8% | $10.14万 | 加仓 |
| BRK/A | Berkshire Hathaway Inc A | $224.66万 | 0.25% | 3 | 0 | 0.0% | — | 不变 |
| SCHA | Schwab US Small-Cap ETF | $230.23万 | 0.25% | 63,722 | 2,864 | 4.7% | $10.35万 | 加仓 |
| H | Hyatt Hotels Corp | $231.62万 | 0.25% | 11,949 | 0 | 0.0% | — | 不变 |
| ETN | Eaton Corp | $236.45万 | 0.26% | 5,549 | -20 | -0.4% | -$8,522 | 减仓 |
| IPAC | iShares Core MSCI Pacific ETF | $242.13万 | 0.26% | 29,553 | 6,411 | 27.7% | $52.53万 | 加仓 |
| CAH | Cardinal Health Inc | $251.62万 | 0.28% | 10,592 | 1,240 | 13.3% | $29.46万 | 加仓 |
| FHLC | Fidelity MSCI Health Care ETF | $256.54万 | 0.28% | 33,209 | -7,969 | -19.4% | -$61.56万 | 减仓 |
| VDC | Vanguard Consumer Staples ETF | $258.64万 | 0.28% | 11,470 | 1,393 | 13.8% | $31.41万 | 加仓 |
| — | ASML Hldgs NV Ord | $269.20万 | 0.29% | 1,369 | 84 | 6.5% | $16.52万 | 加仓 |
| IWN | iShares Russell 2000 Value ETF | $272.43万 | 0.30% | 12,316 | -12 | -0.1% | -$2,654 | 减仓 |
| HPE | Hewlett Packard Ente | $277.80万 | 0.30% | 61,582 | 17,335 | 39.2% | $78.20万 | 加仓 |
| MKSI | MKS Instruments Inc | $282.31万 | 0.31% | 6,347 | 338 | 5.6% | $15.03万 | 加仓 |
| T | ATandT Inc | $316.65万 | 0.35% | 152,972 | 46,361 | 43.5% | $95.97万 | 加仓 |
| XLY | SPDR S P Consumer Discretionary ETF | $318.84万 | 0.35% | 27,186 | -1,224 | -4.3% | -$14.36万 | 减仓 |
| IUSV | iShares Core Russell US ETF | $325.46万 | 0.36% | 29,547 | 0 | 0.0% | — | 不变 |
| META | Meta Platforms Inc Class A | $327.44万 | 0.36% | 5,813 | 1,750 | 43.1% | $98.58万 | 加仓 |
| XLV | SPDR S P Health Care ETF | $329.83万 | 0.36% | 20,788 | -6,385 | -23.5% | -$101.31万 | 减仓 |
| VDE | Vanguard Energy ETF | $335.54万 | 0.37% | 22,350 | 3,229 | 16.9% | $48.48万 | 加仓 |
| CVS | CVS Caremark Corp | $345.38万 | 0.38% | 33,386 | -2,433 | -6.8% | -$25.17万 | 减仓 |
| FCOM | Fidelity MSCI Communication Services ETF | $348.84万 | 0.38% | 50,207 | -2,315 | -4.4% | -$16.08万 | 减仓 |
| VEU | Vanguard Ftse All-World Ex-US ETF | $357.73万 | 0.39% | 42,714 | 1 | 0.0% | $84 | 加仓 |
| FIDU | Fidelity MSCI Industrials ETF | $359.04万 | 0.39% | 36,045 | -2,123 | -5.6% | -$21.15万 | 减仓 |
| MCK | Mckesson Corp | $363.90万 | 0.40% | 4,816 | 146 | 3.1% | $11.03万 | 加仓 |
| GLW | Corning Inc | $366.36万 | 0.40% | 14,343 | -136 | -0.9% | -$3.47万 | 减仓 |
| PWR | Quanta Services Inc | $370.75万 | 0.41% | 5,149 | -557 | -9.8% | -$40.11万 | 减仓 |
| IEUR | iShares Core MSCI Europe ETF | $374.10万 | 0.41% | 49,767 | -6,361 | -11.3% | -$47.82万 | 减仓 |
| CSCO | Cisco Systems Inc | $376.10万 | 0.41% | 32,019 | -6,919 | -17.8% | -$81.27万 | 减仓 |
| MSFT | Microsoft Corp | $376.49万 | 0.41% | 10,093 | -21,275 | -67.8% | -$793.60万 | 减仓 |
| VZ | Verizon Communications Inc | $381.45万 | 0.42% | 90,091 | 13,198 | 17.2% | $55.88万 | 加仓 |
| SCHM | Schwab US Mid-Cap ETF | $393.48万 | 0.43% | 106,720 | -3,800 | -3.4% | -$14.01万 | 减仓 |
| JBL | Jabil Inc | $394.08万 | 0.43% | 10,223 | 70 | 0.7% | $2.70万 | 加仓 |
| JPM | JP Morgan Chase Co | $395.45万 | 0.43% | 12,081 | -319 | -2.6% | -$10.44万 | 减仓 |
| VCR | Vanguard Consumer Discretionary ETF | $401.17万 | 0.44% | 10,115 | 116 | 1.2% | $4.60万 | 加仓 |
| IEMG | iShares MSCI Core EM ETF | $418.14万 | 0.46% | 50,476 | 269 | 0.5% | $2.23万 | 加仓 |
| SCHB | Schwab US Broad Market ETF | $428.32万 | 0.47% | 147,900 | 2,082 | 1.4% | $6.03万 | 加仓 |
| DFIV | Dimensional International Val ETF | $440.46万 | 0.48% | 81,537 | 64,713 | 384.6% | $349.58万 | 加仓 |
| LLY | Eli Lilly Co | $464.06万 | 0.51% | 3,869 | 347 | 9.9% | $41.62万 | 加仓 |
| FDIS | Fidelity MSCI Consumer Discretionary ETF | $490.95万 | 0.54% | 47,739 | 468 | 1.0% | $4.81万 | 加仓 |
| FSTA | Fidelity MSCI Consumer Staples ETF | $506.15万 | 0.55% | 96,336 | 8,862 | 10.1% | $46.56万 | 加仓 |
| VOO | Vanguard S P 500 ETF | $509.96万 | 0.56% | 7,425 | -10 | -0.1% | -$6,868 | 减仓 |
| GOOG | Alphabet Inc C | $525.05万 | 0.57% | 14,860 | -16,868 | -53.2% | -$596.00万 | 减仓 |
| LRCX | Lam Research Corp | $530.35万 | 0.58% | 12,239 | -4,491 | -26.8% | -$194.61万 | 减仓 |
| FLEX | Flex Ltd | $530.84万 | 0.58% | 32,754 | -370 | -1.1% | -$6.00万 | 减仓 |
| AMZN | Amazon Com Inc | $539.48万 | 0.59% | 22,635 | -23,278 | -50.7% | -$554.81万 | 减仓 |
| NVDA | Nvidia Corp | $555.89万 | 0.61% | 27,782 | 7,243 | 35.3% | $144.93万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc | $583.80万 | 0.64% | 11,667 | 611 | 5.5% | $30.57万 | 加仓 |
| STX | Seagate Technology | $592.90万 | 0.65% | 6,144 | -944 | -13.3% | -$91.10万 | 减仓 |
| VWO | Vanguard Emerging Markets ETF | $610.84万 | 0.67% | 102,335 | 1,562 | 1.6% | $9.32万 | 加仓 |
| KLAC | Kla-Tencor Corp | $632.99万 | 0.69% | 20,980 | -2,480 | -10.6% | -$74.82万 | 减仓 |
| DELL | Dell Technologies Inc | $636.45万 | 0.70% | 14,751 | -265 | -1.8% | -$11.43万 | 减仓 |
| GOOGL | Alphabet Inc A | $638.33万 | 0.70% | 17,862 | -21,722 | -54.9% | -$776.28万 | 减仓 |
| WDC | Western Digital Corp | $656.99万 | 0.72% | 10,286 | -5,147 | -33.4% | -$328.75万 | 减仓 |
| VTV | Vanguard Value ETF | $659.16万 | 0.72% | 30,246 | 223 | 0.7% | $4.86万 | 加仓 |
| IVV | iShares S P 500 ETF | $660.52万 | 0.72% | 8,820 | 0 | 0.0% | — | 不变 |
| VTI | Vanguard Total Stock Market ETF | $682.61万 | 0.75% | 18,446 | -27 | -0.1% | -$9,992 | 减仓 |
| VOX | Vanguard Communications Services ETF | $697.87万 | 0.76% | 37,938 | -2,659 | -6.5% | -$48.91万 | 减仓 |
| EFV | iShares MSCI EAFE Value ETF | $765.37万 | 0.84% | 99,983 | -2,287 | -2.2% | -$17.51万 | 减仓 |
| VFH | Vanguard Financials ETF | $769.64万 | 0.84% | 58,483 | -1,580 | -2.6% | -$20.79万 | 减仓 |
| FLJP | Franklin Ftse Japan ETF | $775.10万 | 0.85% | 194,993 | 279 | 0.1% | $1.11万 | 加仓 |
| VHT | Vanguard Health Care ETF | $782.33万 | 0.86% | 26,164 | -5,672 | -17.8% | -$169.60万 | 减仓 |
| XLC | SPDR Communications Services ETF | $828.35万 | 0.91% | 77,321 | -5,000 | -6.1% | -$53.57万 | 减仓 |
| MTUM | iShares MSCI US Momentum ETF | $862.14万 | 0.94% | 25,147 | -569 | -2.2% | -$19.51万 | 减仓 |
| VT | Vanguard Total World Stock ETF | $872.44万 | 0.95% | 55,587 | 624 | 1.1% | $9.79万 | 加仓 |
| MU | Micron Technology Inc | $899.88万 | 0.98% | 7,796 | -5,289 | -40.4% | -$610.50万 | 减仓 |