ATLAS CAPITAL ADVISORS INC.
JACKSON WY · SEC CIK 0001434165
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | Tokio Marine Holdings Inc Adr | $6.48万 | 0.01% | 1,375 | -2,814 | -67.2% | -$13.27万 | 减仓 |
| AZO | Autozone Inc | $6.42万 | 0.01% | 19 | 0 | 0.0% | — | 不变 |
| OMAB | Grupo Aeroportuario Del Centro Norte Sab De Cv | $6.41万 | 0.01% | 559 | 0 | 0.0% | — | 不变 |
| CINF | Cincinnati Financial Corp | $6.37万 | 0.01% | 405 | 399 | 6,650.0% | $6.28万 | 加仓 |
| VRT | Vertiv Holdings Co | $6.26万 | 0.01% | 250 | 250 | — | $6.26万 | 新建仓 |
| — | LVMH Moet Hennessy Louis Vuitton SE | $6.26万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| LKQ | Lkq Corp | $6.25万 | 0.01% | 2,128 | 0 | 0.0% | — | 不变 |
| MELI | Mercadolibre Inc | $6.22万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| EHC | Encompass Health Corp | $6.22万 | 0.01% | 643 | -126 | -16.4% | -$1.22万 | 减仓 |
| ELPC | COMPANHIA PARANAENSE DE ADS | $6.18万 | 0.01% | 5,177 | 0 | 0.0% | — | 不变 |
| TTE | Total Sa | $6.01万 | 0.01% | 661 | 0 | 0.0% | — | 不变 |
| LUV | Southwest Airlines Co | $5.96万 | 0.01% | 1,586 | 100 | 6.7% | $3,757 | 加仓 |
| D | Dominion Resources Inc | $5.95万 | 0.01% | 962 | 920 | 2,190.5% | $5.69万 | 加仓 |
| TKR | The Timken Co | $5.94万 | 0.01% | 591 | 591 | — | $5.94万 | 新建仓 |
| — | Marubeni Corp | $5.88万 | 0.01% | 162 | 162 | — | $5.88万 | 新建仓 |
| GDDY | GoDaddy Inc | $5.83万 | 0.01% | 933 | -3,149 | -77.1% | -$19.68万 | 减仓 |
| DIA | Distribuidora Internacional | $5.79万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| ON | On Semiconductor Corp | $5.71万 | 0.01% | 922 | 73 | 8.6% | $4,520 | 加仓 |
| NOV | National Oilwell Varco Inc | $5.68万 | 0.01% | 3,018 | 742 | 32.6% | $1.40万 | 加仓 |
| PAYX | Paychex Inc | $5.62万 | 0.01% | 610 | 597 | 4,592.3% | $5.50万 | 加仓 |
| FSLR | First Solar Inc | $5.60万 | 0.01% | 284 | -1,437 | -83.5% | -$28.35万 | 减仓 |
| — | Ei Du Pont De Nemours Co | $5.58万 | 0.01% | 1,219 | 286 | 30.7% | $1.31万 | 加仓 |
| — | Xiaomi Corp | $5.57万 | 0.01% | 2,690 | 0 | 0.0% | — | 不变 |
| — | Nordea Bank ABP- Spon Adr | $5.57万 | 0.01% | 3,220 | 0 | 0.0% | — | 不变 |
| CC | Chemours Co | $5.55万 | 0.01% | 2,518 | 271 | 12.1% | $5,970 | 加仓 |
| FMX | Fomento Economico Mexicano Sab De Cv | $5.54万 | 0.01% | 499 | 0 | 0.0% | — | 不变 |
| — | Deutsche Wohnen Ag Ord | $5.53万 | 0.01% | 2,520 | 0 | 0.0% | — | 不变 |
| INGR | Ingredion Inc Com | $5.40万 | 0.01% | 479 | -404 | -45.8% | -$4.55万 | 减仓 |
| BN | Brookfield Asset Manage-Cl A | $5.31万 | 0.01% | 1,312 | 1,312 | — | $5.31万 | 新建仓 |
| CIEN | Ciena Corp | $5.24万 | 0.01% | 135 | -163 | -54.7% | -$6.33万 | 减仓 |
| FNF | Fidelity National Financial Inc | $5.21万 | 0.01% | 1,124 | 0 | 0.0% | — | 不变 |
| — | Byd Co Ltd | $5.19万 | 0.01% | 3,810 | 0 | 0.0% | — | 不变 |
| ADI | Analog Devices Inc | $5.19万 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| NWG | Natwest Group Adr Rep 2 Ord | $5.12万 | 0.01% | 3,439 | 241 | 7.5% | $3,591 | 加仓 |
| AEP | American Electric Power Co Inc | $5.10万 | 0.01% | 389 | 62 | 19.0% | $8,127 | 加仓 |
| SHW | Sherwin-Williams Co | $5.10万 | 0.01% | 159 | 159 | — | $5.10万 | 新建仓 |
| ASR | Grupo Aeroportuario Del Surest - Adr | $5.08万 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| SCHQ | Schwab Long-Term US Treasury ETF | $5.05万 | 0.01% | 1,606 | 0 | 0.0% | — | 不变 |
| 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 | 188 | 10.5% | $4,790 | 加仓 |
| GFS | Globalfoundries Inc | $5.00万 | 0.01% | 1,124 | 113 | 11.2% | $5,026 | 加仓 |
| TMDX | TransMedics Group Inc | $4.97万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| SUB | iShares Short Term Muni Bond ETF | $4.93万 | 0.01% | 463 | 463 | — | $4.93万 | 新建仓 |
| JETS | US Global Jets ETF | $4.93万 | 0.01% | 2,000 | 2,000 | — | $4.93万 | 新建仓 |
| VRTX | Vertex Pharmaceuticals Inc | $4.91万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| ADP | Automatic Data Processing Inc | $4.79万 | 0.01% | 236 | 236 | — | $4.79万 | 新建仓 |
| UGP | Ultrapar Participacoes SA | $4.76万 | 0.01% | 8,648 | 8,648 | — | $4.76万 | 新建仓 |
| XBI | SPDR S P Biotech ETF | $4.74万 | 0.01% | 371 | 371 | — | $4.74万 | 新建仓 |
| VIPS | Vipshop Holdings Ltd - Adr | $4.73万 | 0.01% | 3,010 | -4,476 | -59.8% | -$7.04万 | 减仓 |
| — | Sealed Air Corp | $4.72万 | 0.01% | 1,123 | 106 | 10.4% | $4,457 | 加仓 |
| SUZ | Suzano Sa | $4.72万 | 0.01% | 4,712 | 2,371 | 101.3% | $2.37万 | 加仓 |
| AMTM | Amentum Holdings Inc | $4.71万 | 0.01% | 1,805 | 143 | 8.6% | $3,731 | 加仓 |
| — | Standard Bank Group Ltd | $4.70万 | 0.01% | 2,611 | 2,611 | — | $4.70万 | 新建仓 |
| CXT | Crane NXT Co | $4.68万 | 0.01% | 1,153 | 48 | 4.3% | $1,948 | 加仓 |
| PAGS | Pagseguro Digital Ltd | $4.67万 | 0.01% | 4,661 | 0 | 0.0% | — | 不变 |
| RHHBY | Roche Holding Ag | $4.65万 | 0.01% | 936 | -2,790 | -74.9% | -$13.87万 | 减仓 |
| MLI | Mueller Industries Inc | $4.64万 | 0.01% | 419 | 0 | 0.0% | — | 不变 |
| COLB | Columbia Banking System Inc | $4.62万 | 0.01% | 1,683 | 143 | 9.3% | $3,922 | 加仓 |
| OC | Owens-Corning Inc | $4.61万 | 0.01% | 426 | -1,299 | -75.3% | -$14.06万 | 减仓 |
| BNY | Bank of New York Mellon Corp | $4.53万 | 0.01% | 382 | 0 | 0.0% | — | 不变 |
| VMI | Valmont Industries Inc | $4.48万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| ZTS | Zoetis Inc | $4.47万 | 0.01% | 378 | 364 | 2,600.0% | $4.30万 | 加仓 |
| OZK | Bank OZK | $4.41万 | 0.01% | 961 | -59 | -5.8% | -$2,707 | 减仓 |
| AIG | American International Group Inc | $4.37万 | 0.00% | 581 | -2 | -0.3% | -$150 | 减仓 |
| RWR | SPDR Dow Jones Reit ETF | $4.34万 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| NLY | Annaly Capital Management Inc | $4.29万 | 0.00% | 2,028 | 378 | 22.9% | $7,995 | 加仓 |
| ST | Sensata Technologies Hldg | $4.25万 | 0.00% | 1,207 | 124 | 11.4% | $4,367 | 加仓 |
| OCUL | Ocular Therapeutix Inc | $4.24万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| FLS | Flowserve Corp | $4.23万 | 0.00% | 576 | 60 | 11.6% | $4,411 | 加仓 |
| ZTO | Zto Express Adr | $4.22万 | 0.00% | 1,675 | 0 | 0.0% | — | 不变 |
| RS | Reliance Steel Aluminum Co | $4.16万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| CSGP | CoStar Group Inc | $4.16万 | 0.00% | 1,032 | 1,032 | — | $4.16万 | 新建仓 |
| — | National Australia Bank Ltd | $4.15万 | 0.00% | 2,861 | 2,861 | — | $4.15万 | 新建仓 |
| LFUS | Littelfuse Inc | $4.14万 | 0.00% | 122 | 16 | 15.1% | $5,430 | 加仓 |
| BBD | Banco Bradesco Sa | $4.13万 | 0.00% | 11,317 | 11,317 | — | $4.13万 | 新建仓 |
| ING | Ing Groep Nv | $4.06万 | 0.00% | 1,560 | 0 | 0.0% | — | 不变 |
| WRB | Wr Berkley Corp | $4.06万 | 0.00% | 613 | 607 | 10,116.7% | $4.02万 | 加仓 |
| GRMN | Garmin Ltd | $4.06万 | 0.00% | 175 | 6 | 3.6% | $1,392 | 加仓 |
| NOW | Servicenow Inc | $4.03万 | 0.00% | 385 | 375 | 3,750.0% | $3.92万 | 加仓 |
| ZION | Zions Bancorporation | $3.95万 | 0.00% | 686 | 68 | 11.0% | $3,918 | 加仓 |
| DGS | Wisdomtree Emerging Mkts Small Cap Div ETF | $3.91万 | 0.00% | 651 | 0 | 0.0% | — | 不变 |
| — | Webster Financial Corp | $3.91万 | 0.00% | 563 | 64 | 12.8% | $4,443 | 加仓 |
| LNC | Lincoln National Co | $3.90万 | 0.00% | 1,098 | -1,849 | -62.7% | -$6.56万 | 减仓 |
| PRU | Prudential Financial | $3.88万 | 0.00% | 397 | -847 | -68.1% | -$8.27万 | 减仓 |
| — | Valterra Platinum | $3.85万 | 0.00% | 473 | 0 | 0.0% | — | 不变 |
| MKL | Markel Corp | $3.83万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ROBO | Robo Global Robotics Automation ETF | $3.80万 | 0.00% | 556 | 0 | 0.0% | — | 不变 |
| TX | Ternium Sa | $3.77万 | 0.00% | 940 | 0 | 0.0% | — | 不变 |
| — | Vinci SA | $3.76万 | 0.00% | 1,003 | -1,735 | -63.4% | -$6.51万 | 减仓 |
| TAP | Molson Coors Brewing Co | $3.75万 | 0.00% | 872 | 92 | 11.8% | $3,961 | 加仓 |
| SWKS | Skyworks Solutions Inc | $3.75万 | 0.00% | 701 | -61 | -8.0% | -$3,267 | 减仓 |
| STLA | Stellantis Nv | $3.73万 | 0.00% | 5,263 | -5,593 | -51.5% | -$3.97万 | 减仓 |
| MSI | Motorola Solutions | $3.69万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| CORT | Corcept Therapeutics Inc | $3.65万 | 0.00% | 905 | 0 | 0.0% | — | 不变 |
| — | Qorvo Inc | $3.63万 | 0.00% | 469 | -4,324 | -90.2% | -$33.47万 | 减仓 |
| — | Ap Moller-Maersk | $3.52万 | 0.00% | 2,835 | 0 | 0.0% | — | 不变 |
| FITB | Fifth Third Bancorp | $3.50万 | 0.00% | 754 | 754 | — | $3.50万 | 新建仓 |
| SPYV | SPDR S P 500 Value ETF | $3.50万 | 0.00% | 619 | 0 | 0.0% | — | 不变 |
| — | Vestas Wind Systems-Unsp Adr | $3.49万 | 0.00% | 3,502 | -3,040 | -46.5% | -$3.03万 | 减仓 |
| GE | General Electric Co | $3.49万 | 0.00% | 123 | 119 | 2,975.0% | $3.38万 | 加仓 |