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
JOYY JOYY INC ADS $21.29万0.02%3,647 -2,410-39.8% -$14.07万 减仓
— Roblox Corp Put 50 03192027 看跌期权 $21.24万0.02%10,400 10,400— $21.24万 新建仓
ZM Zoom Video Communications-A $21.18万0.02%2,635 -2,169-45.1% -$17.44万 减仓
— Fortescue Ltd $20.89万0.02%7,347 5,803375.8% $16.50万 加仓
BLK Blackrock Inc $20.87万0.02%217 9577.9% $9.14万 加仓
CRM Salesforce Com Inc $20.81万0.02%1,115 718180.9% $13.40万 加仓
TM Toyota Motor Corp $20.69万0.02%1,004 -1,293-56.3% -$26.65万 减仓
SU Suncor Energy Inc $20.66万0.02%3,125 00.0% — 不变
— Nippon Telegraph Telephone Corp $20.50万0.02%8,218 -373-4.3% -$9,303 减仓
AKAM Akamai Technologies Inc $20.42万0.02%1,778 452.6% $5,168 加仓
— Caixabank Sa $20.28万0.02%17,266 00.0% — 不变
— Infineon Technologies Ag $20.23万0.02%4,609 00.0% — 不变
SNA Snap-On Inc $20.23万0.02%557 14033.6% $5.09万 加仓
CEG Constellation Energy Ord Wi $20.08万0.02%719 607542.0% $16.95万 加仓
— MS and AD Insurance Group Holdings Inc $19.90万0.02%7,684 -5,410-41.3% -$14.01万 减仓
STZ Constellation Brands Inc $19.80万0.02%1,320 00.0% — 不变
GAP The GAP Inc $19.55万0.02%8,077 1572.0% $3,799 加仓
MCO Moody'S Corp $19.54万0.02%448 330279.7% $14.40万 加仓
PAG Penske Automotive Group Inc $19.26万0.02%1,288 -305-19.1% -$4.56万 减仓
STM Stmicroelectronics Nv $19.18万0.02%5,552 00.0% — 不变
BP BP Plc $19.12万0.02%4,068 00.0% — 不变
CRH CRH Plc $19.08万0.02%1,815 -92-4.8% -$9,671 减仓
LEN/B Non Taxable Spinoff Lennar $18.94万0.02%2,251 -308-12.0% -$2.59万 减仓
NATL NCR ATLEOS ORD WI $18.88万0.02%4,333 -1,438-24.9% -$6.27万 减仓
— Novo-Nordisk A-S Ord $18.63万0.02%5,218 00.0% — 不变
PKX Posco $18.40万0.02%3,145 2,805825.0% $16.41万 加仓
TT Trane Technologies Plc $18.38万0.02%441 00.0% — 不变
INTU Intuit Com $18.25万0.02%422 4042,244.4% $17.47万 加仓
NXT Next Plc $18.11万0.02%1,080 00.0% — 不变
— Assa Abloy Ab Ord $17.89万0.02%5,031 00.0% — 不变
CCK Crown Holdings Inc $17.88万0.02%1,784 00.0% — 不变
HPQ Hewlett-Packard Co $17.87万0.02%9,300 -9,296-50.0% -$17.86万 减仓
CSX Csx Corp $17.73万0.02%4,318 00.0% — 不变
JLL Jones Lang Lasalle Inc $17.71万0.02%582 173.0% $5,173 加仓
ASML ASML Holding NV $17.70万0.02%134 00.0% — 不变
KSS Kohls Corp $17.68万0.02%13,703 -866-5.9% -$1.12万 减仓
ARW Arrow Electronics Inc $17.64万0.02%1,230 -855-41.0% -$12.26万 减仓
RACE Ferrari Nv $17.53万0.02%518 -142-21.5% -$4.81万 减仓
BG Bunge Ltd $17.46万0.02%1,373 58674.5% $7.45万 加仓
— Exxon Mobil Corp $17.41万0.02%1,026 900714.3% $15.27万 加仓
ORI Old Republic International Corp $17.30万0.02%4,337 00.0% — 不变
JBS JBS NV CL A EXC1 $17.12万0.02%9,532 00.0% — 不变
MT Arcelormittal $17.09万0.02%3,288 1,26362.4% $6.57万 加仓
NWSA News Corp - Class A $17.05万0.02%6,841 00.0% — 不变
KOF Coca-Cola Femsa Sab De Cv $16.86万0.02%1,728 00.0% — 不变
— Tencent Holdings Limited Unsp Adr Each R $16.80万0.02%2,657 00.0% — 不变
DG Dollar General Corp $16.67万0.02%1,404 26923.7% $3.19万 加仓
MET Metlife Inc $16.58万0.02%2,345 -50-2.1% -$3,536 减仓
CMI Cummins Inc $16.57万0.02%308 51.7% $2,690 加仓
PRI Primerica Inc $16.51万0.02%659 00.0% — 不变
SJM Jm Smucker Co $16.21万0.02%1,681 00.0% — 不变
VUG Vanguard Growth ETF $16.07万0.02%368 3481,740.0% $15.20万 加仓
NBIS Nebius Group NV $16.03万0.02%1,545 00.0% — 不变
FREL Fidelity Real Estate ETF $15.99万0.02%5,943 -103-1.7% -$2,772 减仓
MOMO Momo Inc $15.99万0.02%27,754 -3,113-10.1% -$1.79万 减仓
NSC Norfolk Southern Corp $15.79万0.02%550 304123.6% $8.72万 加仓
CCEP Coca-Cola European Partners Plc $15.74万0.02%1,736 -1,654-48.8% -$15.00万 减仓
MA Mastercard Inc $15.74万0.02%315 3084,400.0% $15.39万 加仓
DVA Davita Inc $15.69万0.02%1,021 -200-16.4% -$3.07万 减仓
CHTR Charter Communications $15.54万0.02%720 192.7% $4,102 加仓
CARR Carrier Global Corp-Wi $15.36万0.02%2,728 00.0% — 不变
AGCO Agco Corp $15.28万0.02%1,319 12710.7% $1.47万 加仓
— Bayerische Motoren Werke AG $14.94万0.02%4,902 00.0% — 不变
HMC Honda Motor Co Ltd $14.93万0.02%6,140 00.0% — 不变
LIN Linde Plc $14.87万0.02%300 00.0% — 不变
— Essilor Luxottica Intl Ord $14.79万0.02%645 00.0% — 不变
— Softbank Corp Ord $14.73万0.02%6,576 00.0% — 不变
WCC Wesco International Inc $14.61万0.02%534 -402-42.9% -$11.00万 减仓
SPYD SPDR Portfolio S P 500 High Div ETF $14.60万0.02%3,207 00.0% — 不变
BBWI Bath Body Works Inc $14.46万0.02%7,745 00.0% — 不变
PFE Pfizer Inc $14.33万0.02%5,103 3,455209.6% $9.70万 加仓
CCL Carnival Corp $14.20万0.02%5,486 5,486— $14.20万 新建仓
HD Home Depot Inc $14.11万0.02%429 12742.1% $4.18万 加仓
FLG Flagstar Financial $13.85万0.02%10,515 00.0% — 不变
XLRE Real Estate Select Sctr $13.85万0.02%3,391 1013.1% $4,124 加仓
PGR Progressive Corp $13.84万0.02%698 698— $13.84万 新建仓
PFFD Global X US Preferred ETF $13.71万0.02%7,453 00.0% — 不变
FAST Fastenal Co $13.66万0.02%2,945 2,945— $13.66万 新建仓
NFLX NETFlix Inc $13.56万0.02%1,410 1,130403.6% $10.86万 加仓
MDY SPDR S P Midcap 400 ETF $13.38万0.02%217 217— $13.38万 新建仓
SPSB SPDR Short Term Corporate Bond ETF $13.33万0.02%4,432 4,432— $13.33万 新建仓
WB Weibo Corp Sponsored Adr $13.26万0.02%15,159 -609-3.9% -$5,329 减仓
VALE Vale Sa $13.24万0.02%8,320 1862.3% $2,959 加仓
PSLV Sprott Physical Silver Trust CEF $13.17万0.02%5,400 -12,600-70.0% -$30.73万 减仓
BL Blackline Inc $13.02万0.01%3,520 -1,135-24.4% -$4.20万 减仓
BCH Banco De Chile $12.96万0.01%3,500 -3,304-48.6% -$12.24万 减仓
PM Philip Morris International $12.96万0.01%784 709945.3% $11.72万 加仓
DHR Danaher Corp $12.78万0.01%674 00.0% — 不变
TCOM Trip Com Group Ltd $12.78万0.01%2,566 -756-22.8% -$3.76万 减仓
GFI Gold Fields Ltd $12.67万0.01%2,790 00.0% — 不变
HAL Halliburton Co $12.47万0.01%3,199 1,29868.3% $5.06万 加仓
SNY Sanofi-Aventis Sa $12.42万0.01%2,577 00.0% — 不变
MCHP Microchip Technology Inc $12.41万0.01%1,920 -4,000-67.6% -$25.84万 减仓
ABBNY Abb Ltd $12.27万0.01%1,525 00.0% — 不变
— Bae Systems Plc $12.24万0.01%1,051 00.0% — 不变
— Intesa Sanpaolo $12.00万0.01%3,279 -3,051-48.2% -$11.16万 减仓
USFR Wisdomtree Floating Rate Treasury ETF $11.97万0.01%2,378 00.0% — 不变
— Deutsche Telekom Ag Adr $11.71万0.01%3,158 -145-4.4% -$5,377 减仓
CVE CenovUS Energy Inc $11.59万0.01%4,370 -129-2.9% -$3,423 减仓
QXO QXO Inc $11.53万0.01%5,938 00.0% — 不变