13F 机构持仓

ATLAS CAPITAL ADVISORS INC.

JACKSON WY · SEC CIK 0001434165

2026Q22026Q1 更早 9 个季度 🔒
$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
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

PG 4.5%
VGK 4.4%
PLMR 2.5%
AAPL 2.0%
SPEM 1.9%
XLK 1.8%
EMXC 1.6%
IMTM 1.4%
MSFT 1.3%
GOOGL 1.3%

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
HLN Haleon Plc $2.07万0.00%2,069 00.0% — 不变
PKG Packaging Corp Amer $2.12万0.00%100 984,900.0% $2.08万 加仓
BUD Anheuser-Busch Inbev Spn Adr $2.14万0.00%309 00.0% — 不变
EPAM Epam Systems Inc $2.15万0.00%159 -13-7.6% -$1,760 减仓
— Edp - Energias De Portugal Sa $2.20万0.00%417 00.0% — 不变
SCHR Schwab Intermediate-Term US Trs ETF $2.21万0.00%889 889— $2.21万 新建仓
— Lenovo Group Ltd $2.22万0.00%928 -2,225-70.6% -$5.32万 减仓
— Komatsu Ltd Spon Adr New $2.23万0.00%567 -3,757-86.9% -$14.75万 减仓
TKO TKO Group Holdings Inc $2.26万0.00%112 00.0% — 不变
MFG Mizuho Financial Group Inc $2.26万0.00%2,852 00.0% — 不变
— JPM 4.200 Perp Preferred Mm $2.27万0.00%1,300 00.0% — 不变
VFMO Vanguard US Momentum Factor ETF $2.29万0.00%116 00.0% — 不变
NOK Nokia Corp-Spon Adr $2.36万0.00%2,932 -19,883-87.1% -$15.99万 减仓
DLR Digital Realty Trust Inc $2.36万0.00%131 131— $2.36万 新建仓
— Goldman Sachs Series D Pref $2.38万0.00%1,250 -2,750-68.8% -$5.24万 减仓
SLB Schlumberger Ltd $2.40万0.00%467 373396.8% $1.92万 加仓
TECK Teck Resources Ltd-Cls B $2.45万0.00%473 00.0% — 不变
EVRG Evergy Inc $2.46万0.00%300 00.0% — 不变
— Allianz Se - Unsp Adr $2.49万0.00%593 -2,105-78.0% -$8.85万 减仓
SYK Stryker Corp $2.50万0.00%76 -1-1.3% -$329 减仓
MCD Mcdonald'S Corp $2.52万0.00%81 81— $2.52万 新建仓
VSNT Versant Media Group $2.52万0.00%682 682— $2.52万 新建仓
EOG Eog Resources Inc $2.60万0.00%180 00.0% — 不变
MRSH Marsh Mclennan Cos Inc $2.62万0.00%151 00.0% — 不变
TXG 10X Genomics Inc $2.62万0.00%1,234 00.0% — 不变
TJX Tjx Cos Inc $2.68万0.00%168 141522.2% $2.25万 加仓
VOYA Voya Financial Inc $2.71万0.00%396 153.9% $1,025 加仓
DDS Dillard s Inc $2.75万0.00%48 00.0% — 不变
HLT Hilton Worldwide Holdings Inc $2.80万0.00%92 92— $2.80万 新建仓
CDW Cdw Corp $2.84万0.00%235 00.0% — 不变
EFA iShares MSCI EAFE ETF $2.90万0.00%299 00.0% — 不变
APTV Aptiv Plc $2.91万0.00%419 -13-3.0% -$903 减仓
WFRD Weatherford International PLC $2.92万0.00%309 15398.1% $1.45万 加仓
— Cie Generale des Etablissements Michelin SA ADR $2.94万0.00%1,723 39029.3% $6,645 加仓
RCL Royal Caribbean Crui $2.94万0.00%107 00.0% — 不变
— Luckin Coffee Inc $2.95万0.00%920 00.0% — 不变
SCHK Schwab 1000 Index ETF $2.99万0.00%954 00.0% — 不变
DXC D X C Technology Com $3.08万0.00%2,453 -10,978-81.7% -$13.80万 减仓
— Veolia Environnement $3.14万0.00%1,646 -6,204-79.0% -$11.84万 减仓
BEN Franklin Resources Inc $3.15万0.00%1,335 00.0% — 不变
INCY Incyte Corp $3.30万0.00%351 00.0% — 不变
SBUX Starbucks Corp $3.31万0.00%369 369— $3.31万 新建仓
EXPE Expedia Group Inc $3.32万0.00%144 -155-51.8% -$3.58万 减仓
IBN Icici Bank Ltd - Adr $3.42万0.00%1,319 00.0% — 不变
— Tencent Holdings Ltd $3.43万0.00%556 556— $3.43万 新建仓
ATAT Atour Lifestyle Holdings $3.47万0.00%944 00.0% — 不变
GE General Electric Co $3.49万0.00%123 1192,975.0% $3.38万 加仓
— Vestas Wind Systems-Unsp Adr $3.49万0.00%3,502 -3,040-46.5% -$3.03万 减仓
SPYV SPDR S P 500 Value ETF $3.50万0.00%619 00.0% — 不变
FITB Fifth Third Bancorp $3.50万0.00%754 754— $3.50万 新建仓
— Ap Moller-Maersk $3.52万0.00%2,835 00.0% — 不变
— Qorvo Inc $3.63万0.00%469 -4,324-90.2% -$33.47万 减仓
CORT Corcept Therapeutics Inc $3.65万0.00%905 00.0% — 不变
MSI Motorola Solutions $3.69万0.00%85 00.0% — 不变
STLA Stellantis Nv $3.73万0.00%5,263 -5,593-51.5% -$3.97万 减仓
SWKS Skyworks Solutions Inc $3.75万0.00%701 -61-8.0% -$3,267 减仓
TAP Molson Coors Brewing Co $3.75万0.00%872 9211.8% $3,961 加仓
— Vinci SA $3.76万0.00%1,003 -1,735-63.4% -$6.51万 减仓
TX Ternium Sa $3.77万0.00%940 00.0% — 不变
ROBO Robo Global Robotics Automation ETF $3.80万0.00%556 00.0% — 不变
MKL Markel Corp $3.83万0.00%20 00.0% — 不变
— Valterra Platinum $3.85万0.00%473 00.0% — 不变
PRU Prudential Financial $3.88万0.00%397 -847-68.1% -$8.27万 减仓
LNC Lincoln National Co $3.90万0.00%1,098 -1,849-62.7% -$6.56万 减仓
— Webster Financial Corp $3.91万0.00%563 6412.8% $4,443 加仓
DGS Wisdomtree Emerging Mkts Small Cap Div ETF $3.91万0.00%651 00.0% — 不变
ZION Zions Bancorporation $3.95万0.00%686 6811.0% $3,918 加仓
NOW Servicenow Inc $4.03万0.00%385 3753,750.0% $3.92万 加仓
GRMN Garmin Ltd $4.06万0.00%175 63.6% $1,392 加仓
WRB Wr Berkley Corp $4.06万0.00%613 60710,116.7% $4.02万 加仓
ING Ing Groep Nv $4.06万0.00%1,560 00.0% — 不变
BBD Banco Bradesco Sa $4.13万0.00%11,317 11,317— $4.13万 新建仓
LFUS Littelfuse Inc $4.14万0.00%122 1615.1% $5,430 加仓
— National Australia Bank Ltd $4.15万0.00%2,861 2,861— $4.15万 新建仓
CSGP CoStar Group Inc $4.16万0.00%1,032 1,032— $4.16万 新建仓
RS Reliance Steel Aluminum Co $4.16万0.00%137 00.0% — 不变
ZTO Zto Express Adr $4.22万0.00%1,675 00.0% — 不变
FLS Flowserve Corp $4.23万0.00%576 6011.6% $4,411 加仓
OCUL Ocular Therapeutix Inc $4.24万0.00%5,000 00.0% — 不变
ST Sensata Technologies Hldg $4.25万0.00%1,207 12411.4% $4,367 加仓
NLY Annaly Capital Management Inc $4.29万0.00%2,028 37822.9% $7,995 加仓
RWR SPDR Dow Jones Reit ETF $4.34万0.00%430 00.0% — 不变
AIG American International Group Inc $4.37万0.00%581 -2-0.3% -$150 减仓
OZK Bank OZK $4.41万0.01%961 -59-5.8% -$2,707 减仓
ZTS Zoetis Inc $4.47万0.01%378 3642,600.0% $4.30万 加仓
VMI Valmont Industries Inc $4.48万0.01%112 00.0% — 不变
BNY Bank of New York Mellon Corp $4.53万0.01%382 00.0% — 不变
OC Owens-Corning Inc $4.61万0.01%426 -1,299-75.3% -$14.06万 减仓
COLB Columbia Banking System Inc $4.62万0.01%1,683 1439.3% $3,922 加仓
MLI Mueller Industries Inc $4.64万0.01%419 00.0% — 不变
RHHBY Roche Holding Ag $4.65万0.01%936 -2,790-74.9% -$13.87万 减仓
PAGS Pagseguro Digital Ltd $4.67万0.01%4,661 00.0% — 不变
CXT Crane NXT Co $4.68万0.01%1,153 484.3% $1,948 加仓
— Standard Bank Group Ltd $4.70万0.01%2,611 2,611— $4.70万 新建仓
AMTM Amentum Holdings Inc $4.71万0.01%1,805 1438.6% $3,731 加仓
SUZ Suzano Sa $4.72万0.01%4,712 2,371101.3% $2.37万 加仓
— Sealed Air Corp $4.72万0.01%1,123 10610.4% $4,457 加仓
VIPS Vipshop Holdings Ltd - Adr $4.73万0.01%3,010 -4,476-59.8% -$7.04万 减仓
XBI SPDR S P Biotech ETF $4.74万0.01%371 371— $4.74万 新建仓
UGP Ultrapar Participacoes SA $4.76万0.01%8,648 8,648— $4.76万 新建仓