13F 机构持仓

ATLAS CAPITAL ADVISORS INC.

JACKSON WY · SEC CIK 0001434165

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$9.14亿2026Q2
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

VGK 4.7%
XLK 2.5%
EMXC 2.2%
SPEM 2.1%
IMTM 1.9%
VPL 1.4%
VOE 1.4%
AAPL 1.3%
FTEC 1.3%
BBAX 1.3%

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
EWG iShares MSCI Germany ETF $3300.00%8 00.0% — 不变
GIS General Mills Inc $3480.00%10 -262-96.3% -$9,118 减仓
THD iShares MSCI Thailand Invest Mkt ETF $3610.00%5 00.0% — 不变
WAT Waters Corp $3750.00%1 -385-99.7% -$14.44万 减仓
CTVA Corteva Inc $4230.00%5 00.0% — 不变
KIM Kimco Realty Corp $4300.00%17 00.0% — 不变
SPOT Spotify Technology Sa $4590.00%1 00.0% — 不变
CAG Conagra Foods Inc $5240.00%39 00.0% — 不变
SOLS Solstice Advanced Materials Inc $5310.00%6 00.0% — 不变
VLTO VERALTO ORD $5320.00%6 00.0% — 不变
FTV Fortive Corporation $5490.00%9 00.0% — 不变
EFNL iShares MSCI Finland ETF $5880.00%11 00.0% — 不变
EZA iShares MSCI South Africa ETF $6310.00%10 00.0% — 不变
EWQ iShares MSCI France ETF $6360.00%14 -5-26.3% -$227 减仓
XEL Xcel Energy Inc $6420.00%8 00.0% — 不变
TIP iShares Barclays Tips Bond ETF $6560.00%6 -17-73.9% -$1,859 减仓
— iShares MSCI Russia ETF Special $6970.00%18,713 00.0% — 不变
CHWY Chewy - Class A $7860.00%40 00.0% — 不变
EXPD Expeditors International of Washington Inc $8140.00%5 00.0% — 不变
GPC Genuine Parts Co $8250.00%7 00.0% — 不变
ALLE Allegion Plc $8420.00%6 00.0% — 不变
EIS iShares MSCI Israel Cap Invest Mkt ETF $8440.00%7 00.0% — 不变
— iShares MSCI Ireland ETF $8610.00%11 00.0% — 不变
FBTC Fidelity Wise Origin Bitcoin Fund $9180.00%18 00.0% — 不变
CWEN Clearway Energy Inc $9220.00%27 27— $922 新建仓
NOW Servicenow Inc $9920.00%10 -375-97.4% -$3.72万 减仓
OTIS Otis Worldwide Corp-Wi $1,0020.00%14 00.0% — 不变
ZTS Zoetis Inc $1,0060.00%14 -364-96.3% -$2.62万 减仓
MDB Mongodb Inc Cl A $1,0070.00%3 00.0% — 不变
WHR Whirlpool Corp $1,0640.00%27 00.0% — 不变
ED Consolidated Edison Inc $1,1060.00%10 00.0% — 不变
DOV Dover Corp $1,1210.00%5 00.0% — 不变
— Atlas Copco AB $1,1210.00%55 00.0% — 不变
MTB M T Bank Corp $1,1900.00%5 00.0% — 不变
NDSN Nordson Corp $1,2060.00%4 00.0% — 不变
RKLB Rocket Lab USA Inc $1,3210.00%13 00.0% — 不变
QFIN 360 Digitech Inc $1,3280.00%84 -3,812-97.8% -$6.03万 减仓
TDG Transdigm Group Inc $1,3320.00%1 00.0% — 不变
TOST Toast Inc $1,3350.00%48 00.0% — 不变
— iShares MSCI Sweden ETF $1,3490.00%27 00.0% — 不变
ITW Illinois Tool Works Inc $1,3520.00%5 00.0% — 不变
AIT Applied Industrial Technologies Inc $1,3520.00%4 00.0% — 不变
MAS Masco Corp $1,3830.00%17 00.0% — 不变
— Topbuild Corp $1,4180.00%4 00.0% — 不变
DRI Darden Restaurants Inc $1,4420.00%7 00.0% — 不变
BDX Becton Dickinson And Co $1,5130.00%10 -2,850-99.7% -$43.12万 减仓
RJF Raymond James Financial Inc $1,5200.00%10 00.0% — 不变
PAVE Global X US Infrastructure Dev ETF $1,5310.00%26 00.0% — 不变
CME Cme Group Inc $1,5450.00%7 00.0% — 不变
HUBB Hubbell Inc $1,5690.00%3 00.0% — 不变
SJM Jm Smucker Co $1,5750.00%14 -1,667-99.2% -$18.75万 减仓
EQT Eqt Corp $1,5950.00%30 00.0% — 不变
WTFC Wintrust Financial Corp $1,6070.00%10 00.0% — 不变
NTRA Natera Inc $1,6280.00%6 00.0% — 不变
SF Stifel Financial Corp $1,6740.00%24 00.0% — 不变
EWH iShares MSCI Hong Kong ETF $1,6940.00%81 00.0% — 不变
EWP iShares MSCI Spain ETF $1,7220.00%29 00.0% — 不变
KMB Kimberly-Clark Corp $1,7560.00%16 00.0% — 不变
INSM Insmed Inc $1,9190.00%18 00.0% — 不变
SOUN Soundhound AI Inc $1,9410.00%300 00.0% — 不变
INDA iShares MSCI India ETF $2,0240.00%41 00.0% — 不变
CARR Carrier Global Corp-Wi $2,0530.00%28 -2,700-99.0% -$19.80万 减仓
BIV Vanguard Inter-Term Bond ETF $2,2240.00%29 -27-48.2% -$2,071 减仓
PYPL Paypal Holdings Inco $2,3310.00%54 00.0% — 不变
— Didi Global Inc SPON ADS EA REP 0.25 A ORD $2,4050.00%718 -752-51.2% -$2,519 减仓
EWN iShares MSCI Netherlands Invstbl Mkt ETF $2,4610.00%35 00.0% — 不变
OKE Oneok Inc $2,5210.00%29 00.0% — 不变
PSA Public Storage $2,5460.00%8 00.0% — 不变
HONA Honeywell Aerospace Inc $2,6520.00%12 12— $2,652 新建仓
MCD Mcdonald'S Corp $2,7030.00%10 -71-87.7% -$1.92万 减仓
NKTR Nektar Therapeutics $2,7920.00%40 00.0% — 不变
HON Honeywell International Inc $2,7980.00%12 -13-52.0% -$3,031 减仓
LSCC Lattice Semiconductor Corp $3,0590.00%20 00.0% — 不变
— Red Pine Exploration $3,0840.00%29,660 00.0% — 不变
JOBY Joby Aviation Inc $3,1220.00%350 00.0% — 不变
EME EMCOR Group Inc $3,3190.00%4 00.0% — 不变
PDP Powershares DWA Momentum ETF $3,3380.00%22 -9-29.0% -$1,366 减仓
IJT iShares S P Small-Cap 600 Growth ETF $3,3930.00%19 19— $3,393 新建仓
VIOO Vanguard S P Small Cap ETF $3,4380.00%25 00.0% — 不变
SYY Sysco Corp $3,6770.00%44 -7,986-99.5% -$66.74万 减仓
ALGM Allegro Microsystems Ord $3,7590.00%54 00.0% — 不变
SNY Sanofi-Aventis Sa $3,7960.00%89 -2,488-96.5% -$10.61万 减仓
RITM New Residential Invt Corp $3,8590.00%411 00.0% — 不变
ADSK Autodesk Inc $3,8880.00%20 00.0% — 不变
WMB Williams Cos Inc $3,9400.00%53 00.0% — 不变
RRX Regal Rexnord Corp $4,0490.00%17 17— $4,049 新建仓
GWW WW Grainger Inc $4,0810.00%3 00.0% — 不变
EVR Evercore Inc $4,0970.00%12 00.0% — 不变
EWU iShares MSCI United Kingdom ETF $4,1520.00%90 -36-28.6% -$1,661 减仓
BROS Dutch Bros Inc $4,2360.00%59 00.0% — 不变
SO Southern Company $4,4980.00%47 -15-24.2% -$1,436 减仓
APG APi Group Corp $4,5310.00%107 107— $4,531 新建仓
CW Curtiss-Wright Corp $4,5460.00%6 00.0% — 不变
SBGSY Schneider Electric SE $4,6270.00%71 00.0% — 不变
BSX Boston Scientific Corp $4,6940.00%110 00.0% — 不变
MCHI iShares MSCI China ETF $4,9490.00%97 00.0% — 不变
KC Kingsoft Cloud Hldgs Ltd Adr $5,0680.00%560 00.0% — 不变
ARVN Arvinas Inc $5,4430.00%655 00.0% — 不变
CHRW Ch Robinson Worldwide Inc $5,4610.00%29 00.0% — 不变
— Iberdrola Sa $5,6620.00%227 00.0% — 不变