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 |
|---|---|---|---|---|---|---|---|---|
| — | Komatsu Ltd | $4.68万 | 0.01% | 1,210 | 1,210 | — | $4.68万 | 新建仓 |
| RIO | Rio Tinto Plc | $4.75万 | 0.01% | 500 | 500 | — | $4.75万 | 新建仓 |
| ROBO | Robo Global Robotics Automation ETF | $4.76万 | 0.01% | 556 | 0 | 0.0% | — | 不变 |
| EXC | Exelon Corp | $4.77万 | 0.01% | 1,024 | -748 | -42.2% | -$3.49万 | 减仓 |
| TW | Tradeweb Markets Inc | $4.79万 | 0.01% | 481 | 469 | 3,908.3% | $4.67万 | 加仓 |
| RHHBY | Roche Holding Ag | $4.81万 | 0.01% | 936 | 0 | 0.0% | — | 不变 |
| RWR | SPDR Dow Jones Reit ETF | $4.86万 | 0.01% | 430 | 0 | 0.0% | — | 不变 |
| CDW | Cdw Corp | $4.88万 | 0.01% | 347 | 112 | 47.7% | $1.58万 | 加仓 |
| CFG | Citizens Financial Group | $4.94万 | 0.01% | 705 | -781 | -52.6% | -$5.47万 | 减仓 |
| — | Standard Bank Group Ltd | $4.95万 | 0.01% | 2,511 | -100 | -3.8% | -$1,972 | 减仓 |
| TX | Ternium Sa | $4.95万 | 0.01% | 1,160 | 220 | 23.4% | $9,394 | 加仓 |
| MRP | Millrose Properties | $4.99万 | 0.01% | 1,661 | -1,317 | -44.2% | -$3.96万 | 减仓 |
| — | Techtronic Industries Co Ltd | $5.01万 | 0.01% | 796 | 796 | — | $5.01万 | 新建仓 |
| — | Macquarie Group Ltd | $5.03万 | 0.01% | 383 | 383 | — | $5.03万 | 新建仓 |
| MDLZ | Mondelez International Inc-A | $5.03万 | 0.01% | 870 | 798 | 1,108.3% | $4.62万 | 加仓 |
| SFM | Sprouts Farmers Market Inc | $5.13万 | 0.01% | 606 | 606 | — | $5.13万 | 新建仓 |
| — | United Overseas Bank Ltd | $5.13万 | 0.01% | 1,107 | -589 | -34.7% | -$2.73万 | 重新持有 |
| — | Qorvo Inc | $5.18万 | 0.01% | 555 | 86 | 18.3% | $8,021 | 加仓 |
| FNF | Fidelity National Financial Inc | $5.30万 | 0.01% | 1,124 | 0 | 0.0% | — | 不变 |
| — | UCB SA | $5.31万 | 0.01% | 470 | 470 | — | $5.31万 | 新建仓 |
| — | Deutsche Wohnen Ag Ord | $5.39万 | 0.01% | 2,520 | 0 | 0.0% | — | 不变 |
| BNY | Bank of New York Mellon Corp | $5.52万 | 0.01% | 382 | 0 | 0.0% | — | 不变 |
| LUV | Southwest Airlines Co | $5.57万 | 0.01% | 1,083 | -503 | -31.7% | -$2.59万 | 减仓 |
| NSRGY | Nestle Sa | $5.58万 | 0.01% | 543 | 543 | — | $5.58万 | 新建仓 |
| BMA | Banco Macro Sa Adr Rep 10 Cls B Shs Ar | $5.59万 | 0.01% | 604 | 442 | 272.8% | $4.09万 | 加仓 |
| NOV | National Oilwell Varco Inc | $5.60万 | 0.01% | 3,018 | 0 | 0.0% | — | 不变 |
| LKQ | Lkq Corp | $5.60万 | 0.01% | 2,128 | 0 | 0.0% | — | 不变 |
| — | Impala Platinum Holdings Ltd | $5.66万 | 0.01% | 5,401 | 0 | 0.0% | — | 不变 |
| ULS | UL Solutions Inc | $5.72万 | 0.01% | 562 | 562 | — | $5.72万 | 新建仓 |
| MLI | Mueller Industries Inc | $5.78万 | 0.01% | 470 | 51 | 12.2% | $6,269 | 加仓 |
| COLB | Columbia Banking System Inc | $5.83万 | 0.01% | 1,818 | 135 | 8.0% | $4,327 | 加仓 |
| BABA | Alibaba Group Hldg | $5.85万 | 0.01% | 609 | 0 | 0.0% | — | 不变 |
| UGI | UGI Corp | $5.85万 | 0.01% | 1,693 | -11,306 | -87.0% | -$39.05万 | 减仓 |
| CXT | Crane NXT Co | $5.90万 | 0.01% | 1,153 | 0 | 0.0% | — | 不变 |
| TS | Tenaris Sa | $6.00万 | 0.01% | 1,435 | 1,327 | 1,228.7% | $5.55万 | 重新持有 |
| — | Carlsberg As | $6.01万 | 0.01% | 2,298 | 2,024 | 738.7% | $5.29万 | 加仓 |
| EDU | New Oriental Education Technology Grou | $6.03万 | 0.01% | 1,313 | 0 | 0.0% | — | 不变 |
| ELPC | COMPANHIA PARANAENSE DE ADS | $6.03万 | 0.01% | 5,177 | 0 | 0.0% | — | 不变 |
| CIEN | Ciena Corp | $6.03万 | 0.01% | 123 | -12 | -8.9% | -$5,887 | 减仓 |
| TKC | Turkcell Iletisim Hizmetleri AS | $6.04万 | 0.01% | 13,633 | 13,633 | — | $6.04万 | 新建仓 |
| LULU | Lululemon Athletica Inc | $6.05万 | 0.01% | 530 | 530 | — | $6.05万 | 新建仓 |
| AZO | Autozone Inc | $6.07万 | 0.01% | 19 | 0 | 0.0% | — | 不变 |
| — | Nordea Bank ABP- Spon Adr | $6.09万 | 0.01% | 3,220 | 0 | 0.0% | — | 不变 |
| MELI | Mercadolibre Inc | $6.11万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| TIMB | Tim Sa-Adr | $6.11万 | 0.01% | 2,854 | 0 | 0.0% | — | 不变 |
| PAAS | Pan American Silver Corp | $6.18万 | 0.01% | 1,380 | 1,380 | — | $6.18万 | 新建仓 |
| — | Merck KGaA | $6.25万 | 0.01% | 2,467 | 2,467 | — | $6.25万 | 新建仓 |
| RAL | Ralliant Corp | $6.29万 | 0.01% | 854 | 851 | 28,366.7% | $6.27万 | 加仓 |
| OMAB | Grupo Aeroportuario Del Centro Norte Sab De Cv | $6.32万 | 0.01% | 559 | 0 | 0.0% | — | 不变 |
| CLH | Clean Harbors Inc | $6.33万 | 0.01% | 212 | 212 | — | $6.33万 | 新建仓 |
| NBIX | Neurocrine Biosciences Inc | $6.34万 | 0.01% | 376 | 363 | 2,792.3% | $6.12万 | 加仓 |
| BKR | Baker Hughes Class A | $6.38万 | 0.01% | 1,149 | 1,125 | 4,687.5% | $6.24万 | 加仓 |
| FMX | Fomento Economico Mexicano Sab De Cv | $6.38万 | 0.01% | 499 | 0 | 0.0% | — | 不变 |
| FE | Firstenergy Corp | $6.39万 | 0.01% | 1,345 | 1,118 | 492.5% | $5.31万 | 加仓 |
| — | Liberty Broadband Corp | $6.40万 | 0.01% | 2,551 | 2,551 | — | $6.40万 | 新建仓 |
| MMM | 3M Co | $6.43万 | 0.01% | 397 | -3,896 | -90.8% | -$63.08万 | 减仓 |
| — | LVMH Moet Hennessy Louis Vuitton SE | $6.47万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| DIA | Distribuidora Internacional | $6.53万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| DTE | DTE Energy Co | $6.54万 | 0.01% | 429 | 424 | 8,480.0% | $6.46万 | 加仓 |
| WFRD | Weatherford International PLC | $6.59万 | 0.01% | 808 | 499 | 161.5% | $4.07万 | 加仓 |
| AEP | American Electric Power Co Inc | $6.61万 | 0.01% | 483 | 94 | 24.2% | $1.29万 | 加仓 |
| FND | Floor & Decor Holdings Inc | $6.61万 | 0.01% | 1,114 | 1,114 | — | $6.61万 | 新建仓 |
| KEX | Kirby Corp | $6.66万 | 0.01% | 490 | 490 | — | $6.66万 | 新建仓 |
| — | Tencent Holdings Ltd | $6.66万 | 0.01% | 1,216 | 660 | 118.7% | $3.62万 | 加仓 |
| CRM | Salesforce Com Inc | $6.80万 | 0.01% | 434 | -681 | -61.1% | -$10.67万 | 减仓 |
| BTG | B2Gold Corp | $6.84万 | 0.01% | 18,292 | 18,292 | — | $6.84万 | 新建仓 |
| WRB | Wr Berkley Corp | $6.90万 | 0.01% | 979 | 366 | 59.7% | $2.58万 | 加仓 |
| EWW | iShares MSCI Mexico ETF | $6.92万 | 0.01% | 920 | 0 | 0.0% | — | 不变 |
| VMI | Valmont Industries Inc | $7.05万 | 0.01% | 122 | 10 | 8.9% | $5,776 | 加仓 |
| SAP | Sap Ag | $7.14万 | 0.01% | 463 | 0 | 0.0% | — | 不变 |
| PCAR | Paccar Inc | $7.17万 | 0.01% | 597 | 0 | 0.0% | — | 不变 |
| ZBRA | Zebra Technologies Corp | $7.27万 | 0.01% | 276 | 243 | 736.4% | $6.40万 | 重新持有 |
| — | Sandvik AB ADR | $7.30万 | 0.01% | 2,350 | 2,350 | — | $7.30万 | 新建仓 |
| ES | Eversource Energy | $7.52万 | 0.01% | 1,041 | 862 | 481.6% | $6.23万 | 加仓 |
| SIL | Global X Silver Miners ETF | $7.75万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| PNW | Pinnacle West Capital | $7.77万 | 0.01% | 726 | 726 | — | $7.77万 | 新建仓 |
| PK | Park Hotels and Resorts | $7.79万 | 0.01% | 5,467 | 5,467 | — | $7.79万 | 新建仓 |
| SWK | Stanley Black Decker Inc | $7.85万 | 0.01% | 834 | 823 | 7,481.8% | $7.75万 | 加仓 |
| GDXJ | Vaneck Vectors Junior Gold Miners ETF | $7.86万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| JHX | James Hardie Industries PLC | $7.87万 | 0.01% | 3,988 | 3,988 | — | $7.87万 | 新建仓 |
| SBUX | Starbucks Corp | $7.89万 | 0.01% | 772 | 403 | 109.2% | $4.12万 | 加仓 |
| TPR | Tapestry Inc | $7.89万 | 0.01% | 539 | 0 | 0.0% | — | 不变 |
| GPGI | GPGI Inc. | $7.92万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| — | Volkswagen Ag | $7.99万 | 0.01% | 9,807 | 8,885 | 963.7% | $7.24万 | 加仓 |
| BUD | Anheuser-Busch Inbev Spn Adr | $8.11万 | 0.01% | 984 | 675 | 218.4% | $5.56万 | 加仓 |
| FUTU | Futu Holdings Ltd | $8.14万 | 0.01% | 868 | 849 | 4,468.4% | $7.96万 | 加仓 |
| DOX | Amdocs Ltd | $8.14万 | 0.01% | 1,611 | 139 | 9.4% | $7,025 | 加仓 |
| PHYS | Sprott Physical Gold Trust CEF | $8.15万 | 0.01% | 2,700 | 0 | 0.0% | — | 不变 |
| VOD | Vodafone Group Plc- Adr | $8.21万 | 0.01% | 6,209 | 495 | 8.7% | $6,546 | 加仓 |
| MOMO | Momo Inc | $8.29万 | 0.01% | 14,298 | -13,456 | -48.5% | -$7.80万 | 减仓 |
| — | Boliden Ab | $8.30万 | 0.01% | 1,473 | 0 | 0.0% | — | 不变 |
| WELL | Welltower Inc Com | $8.31万 | 0.01% | 366 | 0 | 0.0% | — | 不变 |
| CNC | Centene Corp | $8.31万 | 0.01% | 1,295 | 1,294 | 129,400.0% | $8.31万 | 重新持有 |
| DLTR | Dollar Tree Inc | $8.50万 | 0.01% | 703 | -65 | -8.5% | -$7,862 | 减仓 |
| — | Bayerische Motoren Werke AG | $8.55万 | 0.01% | 3,931 | -971 | -19.8% | -$2.11万 | 减仓 |
| — | Deutsche Telekom Ag Adr | $8.62万 | 0.01% | 3,158 | 0 | 0.0% | — | 不变 |
| — | Lenovo Group Ltd | $8.62万 | 0.01% | 1,455 | 527 | 56.8% | $3.12万 | 加仓 |
| — | Carrefour Sa | $8.67万 | 0.01% | 863 | 0 | 0.0% | — | 不变 |
| UL | Unilever Plc Adr | $8.69万 | 0.01% | 1,446 | 0 | 0.0% | — | 不变 |
| APP | AppLovin Corp | $8.71万 | 0.01% | 169 | 0 | 0.0% | — | 不变 |