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
USB US Bancorp $10.13万0.01%1,677 00.0% — 不变
BSMW Invesco BulletShares 2032 Muncpl Bd ETF $10.06万0.01%4,000 4,000— $10.06万 新建仓
— Nippon Telegraph Telephone Corp $9.81万0.01%4,411 -3,807-46.3% -$8.46万 减仓
— RWE AG $9.79万0.01%1,507 1,507— $9.79万 新建仓
— Komatsu Ltd Spon Adr New $9.76万0.01%2,500 1,933340.9% $7.54万 加仓
TER Terrascend Corp $9.68万0.01%200 200— $9.68万 新建仓
— Glencore Plc $9.67万0.01%7,107 7,107— $9.67万 新建仓
— Tokyo Electron Ltd $9.65万0.01%397 397— $9.65万 新建仓
ROKU Roku Inc $9.57万0.01%693 693— $9.57万 新建仓
— Cie Generale des Etablissements Michelin SA ADR $9.43万0.01%4,898 3,175184.3% $6.12万 加仓
SON Sonoco Products Co $9.43万0.01%1,674 -7,198-81.1% -$40.56万 减仓
AXTA Axalta Coating Systems Ltd $9.27万0.01%2,710 2,710— $9.27万 新建仓
PAGS Pagseguro Digital Ltd $9.21万0.01%10,172 5,511118.2% $4.99万 加仓
— Allianz Se - Unsp Adr $9.18万0.01%1,948 1,355228.5% $6.38万 加仓
SCHF Schwab International Equity ETF $9.14万0.01%3,299 00.0% — 不变
RSP Guggenheim S P 500 Equal Wgt ETF $9.13万0.01%429 00.0% — 不变
— Vestas Wind Systems-Unsp Adr $9.13万0.01%9,668 6,166176.1% $5.82万 加仓
IBKR Interactive Brokers Group Inc $9.11万0.01%1,047 1,047— $9.11万 新建仓
EBKDY Erste Group Bank AG $8.98万0.01%1,348 1,348— $8.98万 新建仓
PINS Pinterest Inc $8.94万0.01%4,249 4,245106,125.0% $8.93万 重新持有
TTWO Take-Two Interactive Software $8.82万0.01%353 283404.3% $7.07万 加仓
CNM Core and Main Inc $8.80万0.01%1,824 -407-18.2% -$1.96万 减仓
CM Can Imperial Bk of Commerce $8.80万0.01%765 00.0% — 不变
CNP Centerpoint Energy Inc $8.72万0.01%1,980 00.0% — 不变
APP AppLovin Corp $8.71万0.01%169 00.0% — 不变
UL Unilever Plc Adr $8.69万0.01%1,446 00.0% — 不变
— Carrefour Sa $8.67万0.01%863 00.0% — 不变
— Lenovo Group Ltd $8.62万0.01%1,455 52756.8% $3.12万 加仓
— Deutsche Telekom Ag Adr $8.62万0.01%3,158 00.0% — 不变
— Bayerische Motoren Werke AG $8.55万0.01%3,931 -971-19.8% -$2.11万 减仓
DLTR Dollar Tree Inc $8.50万0.01%703 -65-8.5% -$7,862 减仓
CNC Centene Corp $8.31万0.01%1,295 1,294129,400.0% $8.31万 重新持有
WELL Welltower Inc Com $8.31万0.01%366 00.0% — 不变
— Boliden Ab $8.30万0.01%1,473 00.0% — 不变
MOMO Momo Inc $8.29万0.01%14,298 -13,456-48.5% -$7.80万 减仓
VOD Vodafone Group Plc- Adr $8.21万0.01%6,209 4958.7% $6,546 加仓
PHYS Sprott Physical Gold Trust CEF $8.15万0.01%2,700 00.0% — 不变
DOX Amdocs Ltd $8.14万0.01%1,611 1399.4% $7,025 加仓
FUTU Futu Holdings Ltd $8.14万0.01%868 8494,468.4% $7.96万 加仓
BUD Anheuser-Busch Inbev Spn Adr $8.11万0.01%984 675218.4% $5.56万 加仓
— Volkswagen Ag $7.99万0.01%9,807 8,885963.7% $7.24万 加仓
GPGI GPGI Inc. $7.92万0.01%5,000 00.0% — 不变
TPR Tapestry Inc $7.89万0.01%539 00.0% — 不变
SBUX Starbucks Corp $7.89万0.01%772 403109.2% $4.12万 加仓
JHX James Hardie Industries PLC $7.87万0.01%3,988 3,988— $7.87万 新建仓
GDXJ Vaneck Vectors Junior Gold Miners ETF $7.86万0.01%800 00.0% — 不变
SWK Stanley Black Decker Inc $7.85万0.01%834 8237,481.8% $7.75万 加仓
PK Park Hotels and Resorts $7.79万0.01%5,467 5,467— $7.79万 新建仓
PNW Pinnacle West Capital $7.77万0.01%726 726— $7.77万 新建仓
SIL Global X Silver Miners ETF $7.75万0.01%1,000 00.0% — 不变
ES Eversource Energy $7.52万0.01%1,041 862481.6% $6.23万 加仓
— Sandvik AB ADR $7.30万0.01%2,350 2,350— $7.30万 新建仓
ZBRA Zebra Technologies Corp $7.27万0.01%276 243736.4% $6.40万 重新持有
PCAR Paccar Inc $7.17万0.01%597 00.0% — 不变
SAP Sap Ag $7.14万0.01%463 00.0% — 不变
VMI Valmont Industries Inc $7.05万0.01%122 108.9% $5,776 加仓
EWW iShares MSCI Mexico ETF $6.92万0.01%920 00.0% — 不变
WRB Wr Berkley Corp $6.90万0.01%979 36659.7% $2.58万 加仓
BTG B2Gold Corp $6.84万0.01%18,292 18,292— $6.84万 新建仓
CRM Salesforce Com Inc $6.80万0.01%434 -681-61.1% -$10.67万 减仓
— Tencent Holdings Ltd $6.66万0.01%1,216 660118.7% $3.62万 加仓
KEX Kirby Corp $6.66万0.01%490 490— $6.66万 新建仓
FND Floor & Decor Holdings Inc $6.61万0.01%1,114 1,114— $6.61万 新建仓
AEP American Electric Power Co Inc $6.61万0.01%483 9424.2% $1.29万 加仓
WFRD Weatherford International PLC $6.59万0.01%808 499161.5% $4.07万 加仓
DTE DTE Energy Co $6.54万0.01%429 4248,480.0% $6.46万 加仓
DIA Distribuidora Internacional $6.53万0.01%125 00.0% — 不变
— LVMH Moet Hennessy Louis Vuitton SE $6.47万0.01%117 00.0% — 不变
MMM 3M Co $6.43万0.01%397 -3,896-90.8% -$63.08万 减仓
— Liberty Broadband Corp $6.40万0.01%2,551 2,551— $6.40万 新建仓
FE Firstenergy Corp $6.39万0.01%1,345 1,118492.5% $5.31万 加仓
FMX Fomento Economico Mexicano Sab De Cv $6.38万0.01%499 00.0% — 不变
BKR Baker Hughes Class A $6.38万0.01%1,149 1,1254,687.5% $6.24万 加仓
NBIX Neurocrine Biosciences Inc $6.34万0.01%376 3632,792.3% $6.12万 加仓
CLH Clean Harbors Inc $6.33万0.01%212 212— $6.33万 新建仓
OMAB Grupo Aeroportuario Del Centro Norte Sab De Cv $6.32万0.01%559 00.0% — 不变
RAL Ralliant Corp $6.29万0.01%854 85128,366.7% $6.27万 加仓
— Merck KGaA $6.25万0.01%2,467 2,467— $6.25万 新建仓
PAAS Pan American Silver Corp $6.18万0.01%1,380 1,380— $6.18万 新建仓
TIMB Tim Sa-Adr $6.11万0.01%2,854 00.0% — 不变
MELI Mercadolibre Inc $6.11万0.01%36 00.0% — 不变
— Nordea Bank ABP- Spon Adr $6.09万0.01%3,220 00.0% — 不变
AZO Autozone Inc $6.07万0.01%19 00.0% — 不变
LULU Lululemon Athletica Inc $6.05万0.01%530 530— $6.05万 新建仓
TKC Turkcell Iletisim Hizmetleri AS $6.04万0.01%13,633 13,633— $6.04万 新建仓
CIEN Ciena Corp $6.03万0.01%123 -12-8.9% -$5,887 减仓
ELPC COMPANHIA PARANAENSE DE ADS $6.03万0.01%5,177 00.0% — 不变
EDU New Oriental Education Technology Grou $6.03万0.01%1,313 00.0% — 不变
— Carlsberg As $6.01万0.01%2,298 2,024738.7% $5.29万 加仓
TS Tenaris Sa $6.00万0.01%1,435 1,3271,228.7% $5.55万 重新持有
CXT Crane NXT Co $5.90万0.01%1,153 00.0% — 不变
UGI UGI Corp $5.85万0.01%1,693 -11,306-87.0% -$39.05万 减仓
BABA Alibaba Group Hldg $5.85万0.01%609 00.0% — 不变
COLB Columbia Banking System Inc $5.83万0.01%1,818 1358.0% $4,327 加仓
MLI Mueller Industries Inc $5.78万0.01%470 5112.2% $6,269 加仓
ULS UL Solutions Inc $5.72万0.01%562 562— $5.72万 新建仓
— Impala Platinum Holdings Ltd $5.66万0.01%5,401 00.0% — 不变
LKQ Lkq Corp $5.60万0.01%2,128 00.0% — 不变
NOV National Oilwell Varco Inc $5.60万0.01%3,018 00.0% — 不变
BMA Banco Macro Sa Adr Rep 10 Cls B Shs Ar $5.59万0.01%604 442272.8% $4.09万 加仓