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
ADP Automatic Data Processing Inc $4.79万0.01%236 236— $4.79万 新建仓
VRTX Vertex Pharmaceuticals Inc $4.91万0.01%110 00.0% — 不变
JETS US Global Jets ETF $4.93万0.01%2,000 2,000— $4.93万 新建仓
SUB iShares Short Term Muni Bond ETF $4.93万0.01%463 463— $4.93万 新建仓
TMDX TransMedics Group Inc $4.97万0.01%500 00.0% — 不变
GFS Globalfoundries Inc $5.00万0.01%1,124 11311.2% $5,026 加仓
QFIN 360 Digitech Inc $5.03万0.01%3,896 -3,526-47.5% -$4.55万 减仓
AMX America Movil Sab De $5.03万0.01%1,974 18810.5% $4,790 加仓
SCHQ Schwab Long-Term US Treasury ETF $5.05万0.01%1,606 00.0% — 不变
ASR Grupo Aeroportuario Del Surest - Adr $5.08万0.01%151 00.0% — 不变
SHW Sherwin-Williams Co $5.10万0.01%159 159— $5.10万 新建仓
AEP American Electric Power Co Inc $5.10万0.01%389 6219.0% $8,127 加仓
NWG Natwest Group Adr Rep 2 Ord $5.12万0.01%3,439 2417.5% $3,591 加仓
ADI Analog Devices Inc $5.19万0.01%163 00.0% — 不变
— Byd Co Ltd $5.19万0.01%3,810 00.0% — 不变
FNF Fidelity National Financial Inc $5.21万0.01%1,124 00.0% — 不变
CIEN Ciena Corp $5.24万0.01%135 -163-54.7% -$6.33万 减仓
BN Brookfield Asset Manage-Cl A $5.31万0.01%1,312 1,312— $5.31万 新建仓
INGR Ingredion Inc Com $5.40万0.01%479 -404-45.8% -$4.55万 减仓
— Deutsche Wohnen Ag Ord $5.53万0.01%2,520 00.0% — 不变
FMX Fomento Economico Mexicano Sab De Cv $5.54万0.01%499 00.0% — 不变
CC Chemours Co $5.55万0.01%2,518 27112.1% $5,970 加仓
— Nordea Bank ABP- Spon Adr $5.57万0.01%3,220 00.0% — 不变
— Xiaomi Corp $5.57万0.01%2,690 00.0% — 不变
— Ei Du Pont De Nemours Co $5.58万0.01%1,219 28630.7% $1.31万 加仓
FSLR First Solar Inc $5.60万0.01%284 -1,437-83.5% -$28.35万 减仓
PAYX Paychex Inc $5.62万0.01%610 5974,592.3% $5.50万 加仓
NOV National Oilwell Varco Inc $5.68万0.01%3,018 74232.6% $1.40万 加仓
ON On Semiconductor Corp $5.71万0.01%922 738.6% $4,520 加仓
DIA Distribuidora Internacional $5.79万0.01%125 00.0% — 不变
GDDY GoDaddy Inc $5.83万0.01%933 -3,149-77.1% -$19.68万 减仓
— Marubeni Corp $5.88万0.01%162 162— $5.88万 新建仓
TKR The Timken Co $5.94万0.01%591 591— $5.94万 新建仓
D Dominion Resources Inc $5.95万0.01%962 9202,190.5% $5.69万 加仓
LUV Southwest Airlines Co $5.96万0.01%1,586 1006.7% $3,757 加仓
TTE Total Sa $6.01万0.01%661 00.0% — 不变
ELPC COMPANHIA PARANAENSE DE ADS $6.18万0.01%5,177 00.0% — 不变
EHC Encompass Health Corp $6.22万0.01%643 -126-16.4% -$1.22万 减仓
MELI Mercadolibre Inc $6.22万0.01%36 00.0% — 不变
LKQ Lkq Corp $6.25万0.01%2,128 00.0% — 不变
— LVMH Moet Hennessy Louis Vuitton SE $6.26万0.01%117 00.0% — 不变
VRT Vertiv Holdings Co $6.26万0.01%250 250— $6.26万 新建仓
CINF Cincinnati Financial Corp $6.37万0.01%405 3996,650.0% $6.28万 加仓
OMAB Grupo Aeroportuario Del Centro Norte Sab De Cv $6.41万0.01%559 00.0% — 不变
AZO Autozone Inc $6.42万0.01%19 00.0% — 不变
— Tokio Marine Holdings Inc Adr $6.48万0.01%1,375 -2,814-67.2% -$13.27万 减仓
NTAP Netapp Inc $6.50万0.01%635 -169-21.0% -$1.73万 减仓
— Sumitomo Corp $6.55万0.01%1,751 35625.5% $1.33万 加仓
DAVE DAVE CL A ORD $6.60万0.01%379 00.0% — 不变
APP AppLovin Corp $6.73万0.01%169 00.0% — 不变
GDX Vaneck Vectors Gold Miners ETF $6.88万0.01%750 -750-50.0% -$6.88万 减仓
— Teleperformance SE $6.89万0.01%2,358 00.0% — 不变
PCAR Paccar Inc $6.90万0.01%597 00.0% — 不变
SNPS Synopsys Inc $6.90万0.01%174 105152.2% $4.16万 加仓
IWO Isshares Russell 2000 Growth ETF $6.90万0.01%220 -19-7.9% -$5,962 减仓
UBER Uber Technologies Inc $6.91万0.01%960 -942-49.5% -$6.78万 减仓
EWW iShares MSCI Mexico ETF $6.92万0.01%920 00.0% — 不变
ALLY Ally Financial Inc $7.07万0.01%1,801 -9,673-84.3% -$37.95万 减仓
APD Air Products Chemicals Inc $7.12万0.01%245 245— $7.12万 新建仓
EWT iShares MSCI Taiwan ETF $7.16万0.01%1,009 50.5% $355 加仓
WELL Welltower Inc Com $7.24万0.01%366 00.0% — 不变
CM Can Imperial Bk of Commerce $7.25万0.01%765 -1,561-67.1% -$14.79万 减仓
MLCO Melco Resorts Entertainment $7.42万0.01%13,057 -23,203-64.0% -$13.18万 减仓
EDU New Oriental Education Technology Grou $7.44万0.01%1,313 00.0% — 不变
WFC Wells Fargo Co $7.47万0.01%938 792542.5% $6.31万 加仓
RNG Ringcentral Inc $7.53万0.01%2,025 1377.3% $5,095 加仓
TIMB Tim Sa-Adr $7.56万0.01%2,854 00.0% — 不变
TPR Tapestry Inc $7.61万0.01%539 00.0% — 不变
BABA Alibaba Group Hldg $7.64万0.01%609 00.0% — 不变
SFD Smithfield Foods Inc $7.66万0.01%2,737 2,737— $7.66万 新建仓
NMR Nomura Holdings Inc $7.71万0.01%9,775 -1,153-10.6% -$9,097 减仓
MGA Magna International Inc $7.78万0.01%1,394 13210.5% $7,367 加仓
SAP Sap Ag $7.93万0.01%463 00.0% — 不变
— Impala Platinum Holdings Ltd $7.95万0.01%5,401 00.0% — 不变
KEYS Keysight Technologies Inc $7.96万0.01%282 00.0% — 不变
ADT ADT Inc $8.00万0.01%12,184 -52,011-81.0% -$34.17万 减仓
CI Cigna Corp $8.11万0.01%304 00.0% — 不变
GEN Nortonlifelock Inc $8.14万0.01%4,322 -14,966-77.6% -$28.18万 减仓
SCHF Schwab International Equity ETF $8.16万0.01%3,299 -167-4.8% -$4,133 减仓
UL Unilever Plc Adr $8.24万0.01%1,446 00.0% — 不变
RSP Guggenheim S P 500 Equal Wgt ETF $8.24万0.01%429 00.0% — 不变
MRP Millrose Properties $8.34万0.01%2,978 00.0% — 不变
ACI Albertsons Companies Inc $8.34万0.01%4,895 00.0% — 不变
DLTR Dollar Tree Inc $8.41万0.01%768 00.0% — 不变
VLUE iShares Edge MSCI USA Value ETF $8.53万0.01%600 -351-36.9% -$4.99万 减仓
CNP Centerpoint Energy Inc $8.55万0.01%1,980 -3,643-64.8% -$15.72万 减仓
GPGI GPGI Inc. $8.55万0.01%5,000 00.0% — 不变
VOD Vodafone Group Plc- Adr $8.58万0.01%5,714 -383-6.3% -$5,753 减仓
EXC Exelon Corp $8.69万0.01%1,772 00.0% — 不变
C Citigroup Inc $8.70万0.01%767 364.9% $4,083 加仓
USB US Bancorp $8.72万0.01%1,677 15410.1% $8,009 加仓
EQH Equitable Holdings Inc $8.84万0.01%2,381 -2,269-48.8% -$8.42万 减仓
UDR Udr Inc $8.86万0.01%2,622 00.0% — 不变
— Warner Bros Discovery Series A $8.87万0.01%3,230 00.0% — 不变
IJH iShares Core S P Mid-Cap ETF $8.88万0.01%1,315 38040.6% $2.57万 加仓
CFG Citizens Financial Group $8.91万0.01%1,486 39135.7% $2.34万 加仓
QUAL iShares Edge MSCI USA Quality Factor ETF $8.96万0.01%467 467— $8.96万 新建仓
NYT New York Times Co $9.00万0.01%1,075 585.7% $4,856 加仓
SIL Global X Silver Miners ETF $9.01万0.01%1,000 1,000— $9.01万 新建仓
BPOP Popular Inc $9.08万0.01%677 27568.4% $3.69万 加仓