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
IRM Iron Mountain Inc $45.16万0.05%3,575 00.0% — 不变
TSN Tyson Foods Inc $45.10万0.05%7,878 1,26219.1% $7.22万 加仓
HWM Howmet Aerospace Inc $44.79万0.05%1,666 48140.6% $12.93万 加仓
TSLA Tesla Motors Inc $44.50万0.05%1,058 -26-2.4% -$1.09万 减仓
VCSH Vanguard Short-Term Corporate Bond ETF $44.04万0.05%5,573 1,36032.3% $10.75万 加仓
MFC Manulife Financial $43.96万0.05%10,852 1,78819.7% $7.24万 加仓
SMFG Sumitomo Mitsui-Spons Adr $43.73万0.05%18,547 7,26764.4% $17.14万 加仓
CL Colgate-Palmolive Co $43.62万0.05%4,758 -11-0.2% -$1,008 减仓
AMGN Amgen Inc $42.91万0.05%1,185 -5,540-82.4% -$200.61万 减仓
PSO Pearson Plc $42.70万0.05%26,872 00.0% — 不变
RMD Resmed Inc $42.23万0.05%2,167 2,167— $42.23万 新建仓
AMLP Alerian Mlp ETF $42.21万0.05%8,141 00.0% — 不变
— Compagnie de Saint-Gobain SA $41.79万0.05%23,023 -11,226-32.8% -$20.38万 减仓
NBIS Nebius Group NV $41.62万0.05%1,507 -38-2.5% -$1.05万 减仓
LEN Lennar Corp-A $41.57万0.05%4,594 00.0% — 不变
HSBC HSBC Holdings Plc-Spons Adr $41.55万0.05%4,370 00.0% — 不变
EG Everest Re Group Ltd $41.55万0.05%1,163 24727.0% $8.82万 加仓
BFAM Bright Horizons Family Solutions Inc $41.49万0.05%5,853 5,81314,532.5% $41.20万 加仓
LTM Latam Airlines Group SA $40.93万0.04%7,025 1,74833.1% $10.19万 加仓
VSNT Versant Media Group $40.82万0.04%11,336 10,6541,562.2% $38.37万 加仓
STM STMicroelectronics Nv $40.64万0.04%5,426 -126-2.3% -$9,436 减仓
MS Morgan Stanley $40.57万0.04%1,941 643.4% $1.34万 加仓
DVN Devon Energy Corp $40.21万0.04%9,732 240.2% $992 加仓
OZK Bank OZK $39.90万0.04%7,659 6,698697.0% $34.89万 加仓
AM Antero Midstream Corp $39.70万0.04%17,449 00.0% — 不变
LFUS Littelfuse Inc $39.20万0.04%861 739605.7% $33.65万 加仓
VNT Vontier Corp $39.00万0.04%13,448 -3,719-21.7% -$10.79万 减仓
BMO Bank of Montreal $38.93万0.04%2,203 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
FANG Diamondback Energy Inc $38.78万0.04%2,206 00.0% — 不变
— Heidelberg Metals AG $38.69万0.04%10,156 00.0% — 不变
UNP Union Pacific Corp $38.66万0.04%1,421 -164-10.3% -$4.46万 减仓
IX Orix Corporation Spon Adr Each Rep 5 Ord $38.62万0.04%10,153 92610.0% $3.52万 加仓
BVN Cia De Minas Buenaventura SA $38.49万0.04%13,141 4,15246.2% $12.16万 加仓
NOK Nokia Corp-Spon Adr $38.48万0.04%28,976 26,044888.3% $34.59万 加仓
FREL Fidelity Real Estate ETF $38.40万0.04%13,105 7,162120.5% $20.98万 加仓
— AIA Group Ltd $37.94万0.04%10,369 4,28070.3% $15.66万 加仓
DBX Dropbox Inc $37.86万0.04%13,784 9,698237.3% $26.64万 加仓
RYAAY Ryanair Holdings Plc $37.70万0.04%5,822 -233-3.8% -$1.51万 减仓
CTSH Cognizant Technology Solutions Corp $37.49万0.04%9,679 -216-2.2% -$8,366 减仓
CBRE CBRE Group Inc $37.35万0.04%2,773 -573-17.1% -$7.72万 减仓
TD Toronto-Dominion Bank $37.29万0.04%3,071 67027.9% $8.14万 加仓
AN Autonation Inc $37.23万0.04%2,004 -126-5.9% -$2.34万 减仓
VOYA Voya Financial Inc $37.04万0.04%4,091 3,695933.1% $33.45万 加仓
ANET Arista Networks Inc $37.00万0.04%2,178 40022.5% $6.80万 加仓
ETR Entergy Corp $37.00万0.04%3,221 00.0% — 不变
CRH CRH Plc $36.84万0.04%3,443 1,62889.7% $17.42万 加仓
KT Kt Corp $35.93万0.04%20,791 4,38326.7% $7.57万 加仓
INGM Ingram Micro Holding Corp $35.77万0.04%13,040 13,040— $35.77万 新建仓
VPU Vanguard Utilities ETF $35.33万0.04%1,805 -607-25.2% -$11.88万 减仓
TKR The Timken Co $35.33万0.04%2,431 1,840311.3% $26.74万 加仓
PM Philip Morris International $35.28万0.04%1,950 1,166148.7% $21.09万 加仓
DKS Dick S Sporting Goods Inc $35.27万0.04%1,555 00.0% — 不变
GD General Dynamics Corp $34.96万0.04%987 29141.8% $10.31万 加仓
IBP Installed Building Products Inc $34.13万0.04%1,485 1,485— $34.13万 新建仓
IWM iShares Russell 2000 ETF $34.07万0.04%1,134 -2-0.2% -$601 减仓
B Barrick Mining Corp $33.80万0.04%9,203 2,36834.6% $8.70万 加仓
VUG Vanguard Growth ETF $33.69万0.04%3,911 1,70377.1% $14.67万 加仓
GNTX Gentex Corp $33.62万0.04%13,306 00.0% — 不变
BDC Belden Inc $33.62万0.04%2,804 64229.7% $7.70万 加仓
— Engie $33.35万0.04%10,583 00.0% — 不变
PKX Posco $33.28万0.04%6,478 3,333106.0% $17.12万 加仓
TXT Textron Incorporated $32.99万0.04%3,596 120.3% $1,101 加仓
ITUB Itau Unibanco Holding Sa $32.72万0.04%40,054 10,50835.6% $8.59万 加仓
— Mercedes-Benz Group Ag $32.67万0.04%26,175 7,39339.4% $9.23万 加仓
RPRX Royalty Pharma PLC Class A $32.11万0.04%5,727 00.0% — 不变
SSL Sasol Ltd $32.03万0.04%32,617 14,45179.5% $14.19万 加仓
— OMV Ag $31.60万0.03%5,016 00.0% — 不变
CEG Constellation Energy Ord Wi $31.54万0.03%1,270 55176.6% $13.69万 加仓
SONY Sony Group Corp $31.42万0.03%15,665 -194-1.2% -$3,892 减仓
WDS Woodside Petroleum Ltd $31.32万0.03%16,210 2,46117.9% $4.75万 加仓
FSLR First Solar Inc $31.31万0.03%1,327 1,043367.3% $24.61万 加仓
— Standard Chartered PLC $31.16万0.03%5,719 63712.5% $3.47万 加仓
BTI British American Tob-Sp Adr $30.95万0.03%5,012 00.0% — 不变
IAU iShares Gold Trust ETF $30.94万0.03%4,097 00.0% — 不变
NTAP Netapp Inc $30.80万0.03%1,990 1,355213.4% $20.97万 加仓
XLRE Real Estate Select Sctr $30.72万0.03%6,978 3,587105.8% $15.79万 加仓
— Prysmian SpA $30.48万0.03%3,634 3,634— $30.48万 新建仓
GWRE Guidewire Software Inc $30.25万0.03%2,458 00.0% — 不变
FAST Fastenal Co $29.92万0.03%6,230 3,285111.5% $15.78万 加仓
— Ping An Insurance (Group) Co. of China Ltd $29.82万0.03%22,850 -18,667-45.0% -$24.36万 减仓
— Ipsen $29.65万0.03%1,538 00.0% — 不变
ING ING Groep Nv $29.50万0.03%9,401 7,841502.6% $24.61万 加仓
RBLX Roblox Corp Com Cl A $29.46万0.03%5,418 00.0% — 不变
— MS and AD Insurance Group Holdings Inc $29.38万0.03%11,284 3,60046.9% $9.37万 加仓
CX Cemex Sab De Cv $29.25万0.03%24,371 1,8208.1% $2.18万 加仓
XOM Exxon Mobil Corp $29.22万0.03%2,137 2,137— $29.22万 新建仓
— Munchener Ruckversicherungs-Gesellschaft Ag Adr $29.21万0.03%26,080 00.0% — 不变
NSC Norfolk Southern Corp $29.04万0.03%923 37367.8% $11.73万 加仓
— Rwe Ag $28.56万0.03%4,416 00.0% — 不变
EPR EPR Properties $28.48万0.03%4,909 -1,664-25.3% -$9.65万 减仓
FMS FreseniUS Medical Care Ag Co Kgaa $28.47万0.03%12,593 00.0% — 不变
L Loews Corp $28.45万0.03%2,513 00.0% — 不变
— Infineon Technologies Ag $28.43万0.03%3,048 -1,561-33.9% -$14.56万 减仓
— Ca Inc $28.38万0.03%15,291 00.0% — 不变
MLPA Global X Mlp ETF $28.10万0.03%5,294 00.0% — 不变
PEGA Pegasystems Inc $27.70万0.03%9,242 -1,222-11.7% -$3.66万 减仓
PSX Phillips 66 $27.69万0.03%1,638 00.0% — 不变
E Eni Spa $27.52万0.03%5,873 1933.4% $9,044 加仓
— Ck Hutchison Holdin-Unsp Adr $27.29万0.03%32,180 00.0% — 不变