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
— Caixabank Sa $24.42万0.03%17,266 00.0% — 不变
— WSP Global Inc $24.49万0.03%1,988 1,988— $24.49万 新建仓
CC Chemours Co $24.49万0.03%11,936 9,418374.0% $19.33万 加仓
ABBNY ABB Ltd $24.81万0.03%2,282 75749.6% $8.23万 加仓
— Swiss Life Holding Ag-Reg $24.98万0.03%227 00.0% — 不变
— Novo-Nordisk A-S Ord $25.09万0.03%5,218 00.0% — 不变
— Itochu Corp $25.13万0.03%22,040 00.0% — 不变
EQNR Equinor Asa $25.27万0.03%8,049 2,38742.2% $7.50万 加仓
KKR Kkr Co Inc $25.32万0.03%2,759 1,538126.0% $14.12万 加仓
BG Bunge Ltd $25.50万0.03%2,389 1,01674.0% $10.84万 加仓
GFS Globalfoundries Inc $25.69万0.03%3,117 1,993177.3% $16.42万 加仓
— Fortescue Ltd $25.80万0.03%9,793 2,44633.3% $6.45万 加仓
NEM Newmont Mining Corp $25.96万0.03%2,779 -835-23.1% -$7.80万 减仓
SHEL Shell Adr Each Rep 2 Ord Wi $26.18万0.03%3,376 00.0% — 不变
— Imperial Brands PLC $26.24万0.03%7,094 7,094— $26.24万 新建仓
ADI Analog Devices Inc $26.33万0.03%663 500306.7% $19.86万 加仓
AU Anglogold Ashanti Ltd $26.65万0.03%3,294 752.3% $6,067 加仓
— Volvo AB $26.65万0.03%7,847 00.0% — 不变
— Universal Music Group N V $26.71万0.03%12,755 12,755— $26.71万 新建仓
FN Fabrinet $26.75万0.03%476 -22-4.4% -$1.24万 减仓
UPS United Parcel Service Inc Class B $26.81万0.03%2,494 2,4637,945.2% $26.48万 加仓
RACE Ferrari Nv $27.07万0.03%727 20940.3% $7.78万 加仓
— Eiffage $27.22万0.03%1,846 00.0% — 不变
BRO Brown Brown Inc $27.27万0.03%4,250 4,2008,400.0% $26.94万 加仓
— Ck Hutchison Holdin-Unsp Adr $27.29万0.03%32,180 00.0% — 不变
E Eni Spa $27.52万0.03%5,873 1933.4% $9,044 加仓
PSX Phillips 66 $27.69万0.03%1,638 00.0% — 不变
PEGA Pegasystems Inc $27.70万0.03%9,242 -1,222-11.7% -$3.66万 减仓
MLPA Global X Mlp ETF $28.10万0.03%5,294 00.0% — 不变
— Ca Inc $28.38万0.03%15,291 00.0% — 不变
— Infineon Technologies Ag $28.43万0.03%3,048 -1,561-33.9% -$14.56万 减仓
L Loews Corp $28.45万0.03%2,513 00.0% — 不变
FMS FreseniUS Medical Care Ag Co Kgaa $28.47万0.03%12,593 00.0% — 不变
EPR EPR Properties $28.48万0.03%4,909 -1,664-25.3% -$9.65万 减仓
— Rwe Ag $28.56万0.03%4,416 00.0% — 不变
NSC Norfolk Southern Corp $29.04万0.03%923 37367.8% $11.73万 加仓
— Munchener Ruckversicherungs-Gesellschaft Ag Adr $29.21万0.03%26,080 00.0% — 不变
XOM Exxon Mobil Corp $29.22万0.03%2,137 2,137— $29.22万 新建仓
CX Cemex Sab De Cv $29.25万0.03%24,371 1,8208.1% $2.18万 加仓
— MS and AD Insurance Group Holdings Inc $29.38万0.03%11,284 3,60046.9% $9.37万 加仓
RBLX Roblox Corp Com Cl A $29.46万0.03%5,418 00.0% — 不变
ING ING Groep Nv $29.50万0.03%9,401 7,841502.6% $24.61万 加仓
— Ipsen $29.65万0.03%1,538 00.0% — 不变
— Ping An Insurance (Group) Co. of China Ltd $29.82万0.03%22,850 -18,667-45.0% -$24.36万 减仓
FAST Fastenal Co $29.92万0.03%6,230 3,285111.5% $15.78万 加仓
GWRE Guidewire Software Inc $30.25万0.03%2,458 00.0% — 不变
— Prysmian SpA $30.48万0.03%3,634 3,634— $30.48万 新建仓
XLRE Real Estate Select Sctr $30.72万0.03%6,978 3,587105.8% $15.79万 加仓
NTAP Netapp Inc $30.80万0.03%1,990 1,355213.4% $20.97万 加仓
IAU iShares Gold Trust ETF $30.94万0.03%4,097 00.0% — 不变
BTI British American Tob-Sp Adr $30.95万0.03%5,012 00.0% — 不变
— Standard Chartered PLC $31.16万0.03%5,719 63712.5% $3.47万 加仓
FSLR First Solar Inc $31.31万0.03%1,327 1,043367.3% $24.61万 加仓
WDS Woodside Petroleum Ltd $31.32万0.03%16,210 2,46117.9% $4.75万 加仓
SONY Sony Group Corp $31.42万0.03%15,665 -194-1.2% -$3,892 减仓
CEG Constellation Energy Ord Wi $31.54万0.03%1,270 55176.6% $13.69万 加仓
— OMV Ag $31.60万0.03%5,016 00.0% — 不变
SSL Sasol Ltd $32.03万0.04%32,617 14,45179.5% $14.19万 加仓
RPRX Royalty Pharma PLC Class A $32.11万0.04%5,727 00.0% — 不变
— Mercedes-Benz Group Ag $32.67万0.04%26,175 7,39339.4% $9.23万 加仓
ITUB Itau Unibanco Holding Sa $32.72万0.04%40,054 10,50835.6% $8.59万 加仓
TXT Textron Incorporated $32.99万0.04%3,596 120.3% $1,101 加仓
PKX Posco $33.28万0.04%6,478 3,333106.0% $17.12万 加仓
— Engie $33.35万0.04%10,583 00.0% — 不变
BDC Belden Inc $33.62万0.04%2,804 64229.7% $7.70万 加仓
GNTX Gentex Corp $33.62万0.04%13,306 00.0% — 不变
VUG Vanguard Growth ETF $33.69万0.04%3,911 1,70377.1% $14.67万 加仓
B Barrick Mining Corp $33.80万0.04%9,203 2,36834.6% $8.70万 加仓
IWM iShares Russell 2000 ETF $34.07万0.04%1,134 -2-0.2% -$601 减仓
IBP Installed Building Products Inc $34.13万0.04%1,485 1,485— $34.13万 新建仓
GD General Dynamics Corp $34.96万0.04%987 29141.8% $10.31万 加仓
DKS Dick S Sporting Goods Inc $35.27万0.04%1,555 00.0% — 不变
PM Philip Morris International $35.28万0.04%1,950 1,166148.7% $21.09万 加仓
TKR The Timken Co $35.33万0.04%2,431 1,840311.3% $26.74万 加仓
VPU Vanguard Utilities ETF $35.33万0.04%1,805 -607-25.2% -$11.88万 减仓
INGM Ingram Micro Holding Corp $35.77万0.04%13,040 13,040— $35.77万 新建仓
KT Kt Corp $35.93万0.04%20,791 4,38326.7% $7.57万 加仓
CRH CRH Plc $36.84万0.04%3,443 1,62889.7% $17.42万 加仓
ETR Entergy Corp $37.00万0.04%3,221 00.0% — 不变
ANET Arista Networks Inc $37.00万0.04%2,178 40022.5% $6.80万 加仓
VOYA Voya Financial Inc $37.04万0.04%4,091 3,695933.1% $33.45万 加仓
AN Autonation Inc $37.23万0.04%2,004 -126-5.9% -$2.34万 减仓
TD Toronto-Dominion Bank $37.29万0.04%3,071 67027.9% $8.14万 加仓
CBRE CBRE Group Inc $37.35万0.04%2,773 -573-17.1% -$7.72万 减仓
CTSH Cognizant Technology Solutions Corp $37.49万0.04%9,679 -216-2.2% -$8,366 减仓
RYAAY Ryanair Holdings Plc $37.70万0.04%5,822 -233-3.8% -$1.51万 减仓
DBX Dropbox Inc $37.86万0.04%13,784 9,698237.3% $26.64万 加仓
— AIA Group Ltd $37.94万0.04%10,369 4,28070.3% $15.66万 加仓
FREL Fidelity Real Estate ETF $38.40万0.04%13,105 7,162120.5% $20.98万 加仓
NOK Nokia Corp-Spon Adr $38.48万0.04%28,976 26,044888.3% $34.59万 加仓
BVN Cia De Minas Buenaventura SA $38.49万0.04%13,141 4,15246.2% $12.16万 加仓
IX Orix Corporation Spon Adr Each Rep 5 Ord $38.62万0.04%10,153 92610.0% $3.52万 加仓
UNP Union Pacific Corp $38.66万0.04%1,421 -164-10.3% -$4.46万 减仓
— Heidelberg Metals AG $38.69万0.04%10,156 00.0% — 不变
FANG Diamondback Energy Inc $38.78万0.04%2,206 00.0% — 不变
EC Ecopetrol S A Sponsored Adr $38.85万0.04%27,283 11,31570.9% $16.11万 加仓
BMO Bank of Montreal $38.93万0.04%2,203 00.0% — 不变
VNT Vontier Corp $39.00万0.04%13,448 -3,719-21.7% -$10.79万 减仓
LFUS Littelfuse Inc $39.20万0.04%861 739605.7% $33.65万 加仓
AM Antero Midstream Corp $39.70万0.04%17,449 00.0% — 不变