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
AMD Advanced Micro Devices Inc $2.50万0.00%43 00.0% — 不变
MRSH Marsh Mclennan Cos Inc $2.52万0.00%151 00.0% — 不变
DDS Dillard s Inc $2.54万0.00%48 00.0% — 不变
EVRG Evergy Inc $2.59万0.00%300 00.0% — 不变
TCOM Trip Com Group Ltd $2.60万0.00%653 -1,913-74.6% -$7.62万 减仓
ECG Everus Construction Group $2.67万0.00%161 00.0% — 不变
ALK Alaska Air Group Inc $2.67万0.00%512 00.0% — 不变
MFG Mizuho Financial Group Inc $2.73万0.00%2,852 00.0% — 不变
VFMO Vanguard US Momentum Factor ETF $2.74万0.00%110 -6-5.2% -$1,497 减仓
— TDK Corp $2.77万0.00%1,238 1,238— $2.77万 新建仓
BAH Booz Allen Hamilton Holding Corp $2.78万0.00%608 608— $2.78万 新建仓
— Moncler SpA $2.79万0.00%481 481— $2.79万 新建仓
ENPH Enphase Energy Inc $2.79万0.00%567 567— $2.79万 新建仓
TECK Teck Resources Ltd-Cls B $2.81万0.00%473 00.0% — 不变
MNTN MNTN Inc $2.82万0.00%3,069 3,069— $2.82万 新建仓
WB Weibo Corp Sponsored Adr $2.90万0.00%3,991 -11,168-73.7% -$8.11万 减仓
ABT Abbott Laboratories $2.91万0.00%321 -15,262-97.9% -$138.48万 减仓
— National Australia Bank Ltd $2.93万0.00%2,243 -618-21.6% -$8,071 减仓
TJX Tjx Cos Inc $2.95万0.00%195 2716.1% $4,090 加仓
VRTX Vertex Pharmaceuticals Inc $2.98万0.00%60 -50-45.5% -$2.48万 减仓
ATAT Atour Lifestyle Holdings $3.00万0.00%944 00.0% — 不变
OC Owens-Corning Inc $3.02万0.00%190 -236-55.4% -$3.75万 减仓
STLA Stellantis Nv $3.02万0.00%5,263 00.0% — 不变
BWXT Bwx Technologies Inc $3.08万0.00%158 141829.4% $2.74万 加仓
TAP Molson Coors Brewing Co $3.13万0.00%804 -68-7.8% -$2,649 减仓
— Valterra Platinum Ltd $3.18万0.00%473 473— $3.18万 新建仓
EQH Equitable Holdings Inc $3.24万0.00%738 -1,643-69.0% -$7.21万 减仓
PG Procter Gamble Co $3.24万0.00%221 -271,460-99.9% -$3,980.64万 减仓
— Ap Moller-Maersk $3.35万0.00%2,835 00.0% — 不变
— Mitsubishi Electric Corp $3.35万0.00%608 608— $3.35万 新建仓
— SoftBank Corp $3.38万0.00%3,514 3,514— $3.38万 新建仓
RCL Royal Caribbean Crui $3.40万0.00%107 00.0% — 不变
SCHK Schwab 1000 Index ETF $3.44万0.00%954 00.0% — 不变
ACI Albertsons Companies Inc $3.47万0.00%2,567 -2,328-47.6% -$3.15万 减仓
AMTM Amentum Holdings Inc $3.48万0.00%1,684 -121-6.7% -$2,502 减仓
DAR Darling Ingredients Inc $3.49万0.00%639 513407.1% $2.80万 加仓
MSI Motorola Solutions $3.53万0.00%85 00.0% — 不变
— Vonovia SE ADR $3.60万0.00%3,899 3,899— $3.60万 新建仓
IDXX Idexx Laboratories Inc $3.63万0.00%69 69— $3.63万 新建仓
EHC Encompass Health Corp $3.68万0.00%364 -279-43.4% -$2.82万 减仓
RTX Raytheon Technologies Ord $3.68万0.00%194 -5,187-96.4% -$98.41万 减仓
EXPE Expedia Group Inc $3.68万0.00%144 00.0% — 不变
PLD Prologis Inc $3.70万0.00%273 2491,037.5% $3.37万 加仓
DLR Digital Realty Trust Inc $3.70万0.00%206 7557.3% $1.35万 加仓
CSL Carlisle Companies Inc $3.70万0.00%102 102— $3.70万 新建仓
— Xiaomi Corp $3.74万0.00%2,690 00.0% — 不变
— MTY Food Group Inc $3.75万0.00%1,415 1,415— $3.75万 新建仓
ZTO Zto Express Adr $3.75万0.00%1,675 00.0% — 不变
TTE Total Sa $3.76万0.00%483 -178-26.9% -$1.38万 减仓
SPYV SPDR S P 500 Value ETF $3.76万0.00%619 00.0% — 不变
ACN Accenture Plc $3.77万0.00%303 -1,441-82.6% -$17.93万 减仓
IBN Icici Bank Ltd - Adr $3.83万0.00%1,319 00.0% — 不变
GGB Gerdau Sa $3.87万0.00%12,692 12,692— $3.87万 新建仓
LNC Lincoln National Co $3.88万0.00%1,098 00.0% — 不变
BBD Banco Bradesco Sa $3.93万0.00%11,317 00.0% — 不变
FLS Flowserve Corp $3.95万0.00%532 -44-7.6% -$3,263 减仓
— DAVE EQY WARRANTS $3.95万0.00%16,398 -1-0.0% -$2 减仓
INCY Incyte Corp $3.98万0.00%351 00.0% — 不变
JBS JBS NV CL A EXC1 $3.98万0.00%3,359 -6,173-64.8% -$7.31万 减仓
VIPS Vipshop Holdings Ltd - Adr $3.99万0.00%3,010 00.0% — 不变
PAYC Paycom Software Inc $4.00万0.00%422 422— $4.00万 新建仓
— 3i Group PLC $4.00万0.00%1,214 1,214— $4.00万 新建仓
SQM Sociedad Quimica Y Minera De Chile Sa $4.01万0.00%541 541— $4.01万 新建仓
CPRT Copart Inc Com $4.01万0.00%1,424 1,4047,020.0% $3.96万 加仓
NWG Natwest Group Adr Rep 2 Ord $4.01万0.00%2,277 -1,162-33.8% -$2.05万 减仓
GRMN Garmin Ltd $4.01万0.00%169 -6-3.4% -$1,425 减仓
KSPI JSC Kaspi KZ ADR $4.06万0.00%469 469— $4.06万 新建仓
NLY Annaly Capital Management Inc $4.09万0.00%1,829 -199-9.8% -$4,450 减仓
MLCO Melco Resorts Entertainment $4.13万0.00%7,842 -5,215-39.9% -$2.75万 减仓
DGS Wisdomtree Emerging Mkts Small Cap Div ETF $4.21万0.00%651 00.0% — 不变
RS Reliance Steel Aluminum Co $4.22万0.00%113 -24-17.5% -$8,966 减仓
— Advantest Corp $4.24万0.00%270 270— $4.24万 新建仓
FITB Fifth Third Bancorp $4.25万0.00%754 00.0% — 不变
UHS Universal Hlth Svcs $4.28万0.00%288 -2,575-89.9% -$38.29万 减仓
PRU Prudential Financial $4.28万0.00%397 00.0% — 不变
— Deutsche Post AG $4.29万0.00%1,415 1,043280.4% $3.16万 加仓
JNJ Johnson Johnson $4.29万0.00%169 -5,960-97.2% -$151.36万 减仓
EMR Emerson Electric Co $4.29万0.00%300 -5,800-95.1% -$83.03万 减仓
NDAQ Nasdaq Omx Group Inc $4.30万0.00%545 545— $4.30万 新建仓
GMED Globus Medical Inc $4.30万0.00%722 722— $4.30万 新建仓
— Webster Financial Corp $4.30万0.00%563 00.0% — 不变
GDDY GoDaddy Inc $4.31万0.00%673 -260-27.9% -$1.66万 减仓
AIG American International Group Inc $4.33万0.00%581 00.0% — 不变
INGR Ingredion Inc Com $4.35万0.00%459 -20-4.2% -$1,894 减仓
MTSI MACOM Technology Solutions $4.37万0.00%115 115— $4.37万 新建仓
LMT Lockheed Martin Corp $4.38万0.00%86 53160.6% $2.70万 加仓
DD Ei Du Pont De Nemours Co $4.39万0.00%323 -896-73.5% -$12.17万 减仓
ADBE Adobe Systems Inc $4.39万0.00%214 -233-52.1% -$4.78万 减仓
ESLT Elbit Systems Ltd $4.41万0.00%77 77— $4.41万 新建仓
BEN Franklin Resources Inc $4.44万0.00%1,335 00.0% — 不变
— ASM International N.V. $4.46万0.00%39 39— $4.46万 新建仓
— Heineken NV $4.49万0.00%1,419 1,419— $4.49万 新建仓
— Henkel AG & Co KGaA $4.53万0.00%3,043 3,043— $4.53万 新建仓
— Warner Bros Discovery Series A $4.53万0.00%1,701 -1,529-47.3% -$4.08万 减仓
KSS Kohls Corp $4.55万0.00%2,566 -11,137-81.3% -$19.73万 减仓
GE General Electric Co $4.56万0.00%122 -1-0.8% -$374 减仓
CART Maplebear Inc $4.62万0.01%1,295 1,295— $4.62万 新建仓
ASR Grupo Aeroportuario Del Surest - Adr $4.63万0.01%151 00.0% — 不变
STE Steris Plc $4.63万0.01%220 220— $4.63万 新建仓
— Basf Se-Spon Adr $4.66万0.01%4,641 4,641— $4.66万 新建仓