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 |
|---|---|---|---|---|---|---|---|---|
| PG | Procter Gamble Co | $3,924.16万 | 4.49% | 271,681 | -507 | -0.2% | -$7.32万 | 减仓 |
| VGK | Vanguard European Stock ETF | $3,878.60万 | 4.44% | 470,532 | 7,392 | 1.6% | $60.93万 | 加仓 |
| PLMR | Palomar Holdings Inc | $2,170.53万 | 2.48% | 181,634 | 0 | 0.0% | — | 不变 |
| AAPL | Apple Inc | $1,711.37万 | 1.96% | 67,432 | 2,821 | 4.4% | $71.59万 | 加仓 |
| SPEM | SPDR Emerging Market ETF | $1,676.37万 | 1.92% | 357,358 | -24,050 | -6.3% | -$112.82万 | 减仓 |
| XLK | SPDR S P Info Technology ETF | $1,534.46万 | 1.75% | 115,459 | -10,327 | -8.2% | -$137.25万 | 减仓 |
| EMXC | iShares MSCI Emerging Mkts Ex China ETF | $1,424.60万 | 1.63% | 181,109 | 45,770 | 33.8% | $360.03万 | 加仓 |
| IMTM | iShares Edge MSCI Intl ETF | $1,232.57万 | 1.41% | 256,678 | 4,402 | 1.7% | $21.14万 | 加仓 |
| MSFT | Microsoft Corp | $1,161.15万 | 1.33% | 31,368 | 721 | 2.4% | $26.69万 | 加仓 |
| GOOGL | Alphabet Inc A | $1,138.28万 | 1.30% | 39,584 | 1,000 | 2.6% | $28.76万 | 加仓 |
| BBAX | JP Morgan Betabuilders Dev Asia Ex-Jpn ETF | $1,102.71万 | 1.26% | 185,469 | 8,978 | 5.1% | $53.38万 | 加仓 |
| VPL | Vanguard Ftse Pacific ETF | $1,088.81万 | 1.25% | 111,410 | 1,081 | 1.0% | $10.56万 | 加仓 |
| VSS | Vanguard Ftse All-Wld Ex-US Small Cap ETF | $1,087.77万 | 1.24% | 74,611 | -11,940 | -13.8% | -$174.08万 | 减仓 |
| IVLU | iShares Edge MSCI Intl Value Factor ETF | $1,072.90万 | 1.23% | 270,387 | -3,272 | -1.2% | -$12.98万 | 减仓 |
| VOE | Vanguard Mid-Cap Value ETF | $1,056.27万 | 1.21% | 57,318 | -3,508 | -5.8% | -$64.65万 | 减仓 |
| BBCA | JP Morgan Betabuilders Canada ETF | $1,042.64万 | 1.19% | 110,848 | -2,041 | -1.8% | -$19.20万 | 减仓 |
| AMZN | Amazon Com Inc | $956.23万 | 1.09% | 45,913 | 683 | 1.5% | $14.22万 | 加仓 |
| VGT | Vanguard Information Technology ETF | $928.87万 | 1.06% | 13,313 | -1,243 | -8.5% | -$86.73万 | 减仓 |
| XLI | SPDR S P Industrials ETF | $912.64万 | 1.04% | 56,429 | 1,178 | 2.1% | $19.05万 | 加仓 |
| XLC | SPDR Communications Services ETF | $912.62万 | 1.04% | 82,321 | -7,052 | -7.9% | -$78.18万 | 减仓 |
| XLF | SPDR S P Financial ETF | $910.66万 | 1.04% | 184,456 | -11,287 | -5.8% | -$55.72万 | 减仓 |
| GOOG | Alphabet Inc C | $910.15万 | 1.04% | 31,728 | 623 | 2.0% | $17.87万 | 加仓 |
| SPDW | SPDR Developed World Ex-US ETF | $906.20万 | 1.04% | 198,510 | 2,994 | 1.5% | $13.67万 | 加仓 |
| FTEC | Fidelity MSCI Information Tech ETF | $902.69万 | 1.03% | 43,388 | -1,843 | -4.1% | -$38.34万 | 减仓 |
| SCHC | Schwab Intl Small-Cap Equity ETF | $898.21万 | 1.03% | 192,171 | -7,413 | -3.7% | -$34.65万 | 减仓 |
| VBR | Vanguard Small Cap Value ETF | $875.16万 | 1.00% | 40,283 | -974 | -2.4% | -$21.16万 | 减仓 |
| VHT | Vanguard Health Care ETF | $866.99万 | 0.99% | 31,836 | 2,524 | 8.6% | $68.74万 | 加仓 |
| SPY | SPDR S P 500 ETF | $800.37万 | 0.92% | 12,307 | -3 | -0.0% | -$1,951 | 减仓 |
| VTIP | Vanguard Short-Term Tips ETF | $790.20万 | 0.90% | 158,199 | 17,171 | 12.2% | $85.77万 | 加仓 |
| EFV | iShares MSCI EAFE Value ETF | $760.38万 | 0.87% | 102,270 | 1,470 | 1.5% | $10.93万 | 加仓 |
| VT | Vanguard Total World Stock ETF | $760.25万 | 0.87% | 54,963 | 55 | 0.1% | $7,608 | 加仓 |
| VOX | Vanguard Communications Services ETF | $730.10万 | 0.83% | 40,597 | -2,606 | -6.0% | -$46.87万 | 减仓 |
| V | Visa Inc | $729.18万 | 0.83% | 24,126 | 651 | 2.8% | $19.68万 | 加仓 |
| VFH | Vanguard Financials ETF | $725.62万 | 0.83% | 60,063 | -4,281 | -6.7% | -$51.72万 | 减仓 |
| BIL | SPDR Blmbg Barclays 1-3 Mth T-Bill ETF | $714.98万 | 0.82% | 78,020 | 6,342 | 8.8% | $58.12万 | 加仓 |
| FLJP | Franklin Ftse Japan ETF | $704.48万 | 0.81% | 194,714 | 4,724 | 2.5% | $17.09万 | 加仓 |
| VGIT | Vanguard Intermediate Treasury ETF | $679.32万 | 0.78% | 114,075 | -11,650 | -9.3% | -$69.38万 | 减仓 |
| RSPT | Invesco SP500 EqlWt Tech ETF | $652.68万 | 0.75% | 144,207 | -44,925 | -23.8% | -$203.33万 | 减仓 |
| MTUM | iShares MSCI US Momentum ETF | $617.18万 | 0.71% | 25,716 | 0 | 0.0% | — | 不变 |
| REGN | Regeneron Pharmaceuticals Inc | $599.41万 | 0.69% | 7,758 | 0 | 0.0% | — | 不变 |
| VTI | Vanguard Total Stock Market ETF | $592.64万 | 0.68% | 18,473 | 63 | 0.3% | $2.02万 | 加仓 |
| VTV | Vanguard Value ETF | $589.06万 | 0.67% | 30,023 | 325 | 1.1% | $6.38万 | 加仓 |
| IVV | iShares S P 500 ETF | $576.13万 | 0.66% | 8,820 | 337 | 4.0% | $22.01万 | 加仓 |
| COST | Costco Wholesale Corp | $554.71万 | 0.63% | 5,567 | 13 | 0.2% | $1.30万 | 加仓 |
| VWO | Vanguard Emerging Markets ETF | $544.68万 | 0.62% | 100,773 | -5,262 | -5.0% | -$28.44万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc | $529.80万 | 0.61% | 11,056 | 33 | 0.3% | $1.58万 | 加仓 |
| FSTA | Fidelity MSCI Consumer Staples ETF | $457.75万 | 0.52% | 87,474 | 26,151 | 42.6% | $136.85万 | 加仓 |
| VOO | Vanguard S P 500 ETF | $444.28万 | 0.51% | 7,435 | 28 | 0.4% | $1.67万 | 加仓 |
| MU | Micron Technology Inc | $442.06万 | 0.51% | 13,085 | -7,827 | -37.4% | -$264.43万 | 减仓 |
| FDIS | Fidelity MSCI Consumer Discretionary ETF | $440.85万 | 0.50% | 47,271 | -9,368 | -16.5% | -$87.37万 | 减仓 |
| AMAT | Applied Materials Inc | $428.64万 | 0.49% | 12,541 | -2,628 | -17.3% | -$89.82万 | 减仓 |
| WDC | Western Digital Corp | $417.45万 | 0.48% | 15,433 | -1,206 | -7.2% | -$32.62万 | 减仓 |
| MCK | Mckesson Corp | $404.12万 | 0.46% | 4,670 | 25 | 0.5% | $2.16万 | 加仓 |
| XLV | SPDR S P Health Care ETF | $398.39万 | 0.46% | 27,173 | 4,244 | 18.5% | $62.22万 | 加仓 |
| IEUR | iShares Core MSCI Europe ETF | $394.41万 | 0.45% | 56,128 | -4,360 | -7.2% | -$30.64万 | 减仓 |
| DE | Deere Co | $391.04万 | 0.45% | 6,942 | 11 | 0.2% | $6,196 | 加仓 |
| VZ | Verizon Communications Inc | $386.00万 | 0.44% | 76,893 | -4,149 | -5.1% | -$20.83万 | 减仓 |
| SCHB | Schwab US Broad Market ETF | $366.00万 | 0.42% | 145,818 | -515 | -0.4% | -$1.29万 | 减仓 |
| JPM | JP Morgan Chase Co | $364.76万 | 0.42% | 12,400 | 199 | 1.6% | $5.85万 | 加仓 |
| VCR | Vanguard Consumer Discretionary ETF | $358.99万 | 0.41% | 9,999 | -1,423 | -12.5% | -$51.09万 | 减仓 |
| NVDA | Nvidia Corp | $358.20万 | 0.41% | 20,539 | 3,525 | 20.7% | $61.48万 | 加仓 |
| FCOM | Fidelity MSCI Communication Services ETF | $357.78万 | 0.41% | 52,522 | 955 | 1.9% | $6.51万 | 加仓 |
| LRCX | Lam Research Corp | $357.45万 | 0.41% | 16,730 | -3,474 | -17.2% | -$74.23万 | 减仓 |
| IEMG | iShares MSCI Core EM ETF | $350.19万 | 0.40% | 50,207 | -612 | -1.2% | -$4.27万 | 减仓 |
| KLAC | Kla-Tencor Corp | $345.43万 | 0.40% | 2,346 | -686 | -22.6% | -$101.01万 | 减仓 |
| SCHM | Schwab US Mid-Cap ETF | $342.17万 | 0.39% | 110,520 | -25,635 | -18.8% | -$79.37万 | 减仓 |
| VDE | Vanguard Energy ETF | $330.87万 | 0.38% | 19,121 | 1,029 | 5.7% | $17.81万 | 加仓 |
| FIDU | Fidelity MSCI Industrials ETF | $330.23万 | 0.38% | 38,168 | 2,040 | 5.6% | $17.65万 | 加仓 |
| LLY | Eli Lilly Co | $323.94万 | 0.37% | 3,522 | -106 | -2.9% | -$9.75万 | 减仓 |
| VEU | Vanguard Ftse All-World Ex-US ETF | $320.78万 | 0.37% | 42,713 | -3,133 | -6.8% | -$23.53万 | 减仓 |
| PWR | Quanta Services Inc | $313.27万 | 0.36% | 5,706 | -428 | -7.0% | -$23.50万 | 减仓 |
| XLY | SPDR S P Consumer Discretionary ETF | $309.62万 | 0.35% | 28,410 | -9,027 | -24.1% | -$98.38万 | 减仓 |
| T | ATandT Inc | $309.07万 | 0.35% | 106,611 | -10,943 | -9.3% | -$31.72万 | 减仓 |
| CSCO | Cisco Systems Inc | $302.12万 | 0.35% | 38,938 | -4,683 | -10.7% | -$36.34万 | 减仓 |
| IUSV | iShares Core Russell US ETF | $302.12万 | 0.35% | 29,547 | 630 | 2.2% | $6.44万 | 加仓 |
| FHLC | Fidelity MSCI Health Care ETF | $289.73万 | 0.33% | 41,178 | 2,661 | 6.9% | $18.72万 | 加仓 |
| STX | Seagate Technology | $277.68万 | 0.32% | 7,088 | -457 | -6.1% | -$17.90万 | 减仓 |
| JBL | Jabil Inc | $269.69万 | 0.31% | 10,153 | -1,018 | -9.1% | -$27.04万 | 减仓 |
| CVS | Cvs Caremark Corp | $257.25万 | 0.29% | 35,819 | -1,412 | -3.8% | -$10.14万 | 减仓 |
| HCA | Hca Holdings Inc | $256.21万 | 0.29% | 5,414 | 36 | 0.7% | $1.70万 | 加仓 |
| DELL | Dell Technologies Inc | $246.46万 | 0.28% | 15,016 | -1,366 | -8.3% | -$22.42万 | 减仓 |
| TXN | Texas Instruments Inc | $239.22万 | 0.27% | 12,322 | 493 | 4.2% | $9.57万 | 加仓 |
| AMGN | Amgen Inc | $236.62万 | 0.27% | 6,725 | 0 | 0.0% | — | 不变 |
| IWN | iShares Russell 2000 Value ETF | $233.73万 | 0.27% | 12,328 | -2,877 | -18.9% | -$54.55万 | 减仓 |
| META | Meta Platforms Inc Class A | $232.46万 | 0.27% | 4,063 | -113 | -2.7% | -$6.47万 | 减仓 |
| VDC | Vanguard Consumer Staples ETF | $226.32万 | 0.26% | 10,077 | 4,007 | 66.0% | $89.99万 | 加仓 |
| BBEU | JP Morgan Betabuilders Europe ETF | $220.08万 | 0.25% | 30,393 | -2,439 | -7.4% | -$17.66万 | 减仓 |
| FLEX | Flex Ltd | $216.83万 | 0.25% | 33,124 | -3,939 | -10.6% | -$25.78万 | 减仓 |
| BRK/A | Berkshire Hathaway Inc A | $215.44万 | 0.25% | 3 | 0 | 0.0% | — | 不变 |
| XLU | SPDR S P Utilities ETF | $214.86万 | 0.25% | 46,821 | 7,389 | 18.7% | $33.91万 | 加仓 |
| — | Franklin Ftse China ETF | $213.25万 | 0.24% | 95,244 | -48,121 | -33.6% | -$107.74万 | 减仓 |
| SCZ | iShares MSCI EAFE Small Cap ETF | $203.83万 | 0.23% | 25,995 | -57 | -0.2% | -$4,469 | 减仓 |
| ETN | Eaton Corp | $199.19万 | 0.23% | 5,569 | 147 | 2.7% | $5.26万 | 加仓 |
| CAH | Cardinal Health Inc | $197.62万 | 0.23% | 9,352 | 332 | 3.7% | $7.02万 | 加仓 |
| GLW | Corning Inc | $196.87万 | 0.23% | 14,479 | -6,288 | -30.3% | -$85.50万 | 减仓 |
| VO | Vanguard Mid-Cap ETF | $193.01万 | 0.22% | 6,721 | -35 | -0.5% | -$1.01万 | 减仓 |
| XLB | SPDR S P Materials ETF | $192.66万 | 0.22% | 38,554 | 19,851 | 106.1% | $99.20万 | 加仓 |
| TEL | Te Connectivity Ltd | $192.61万 | 0.22% | 9,215 | -682 | -6.9% | -$14.26万 | 减仓 |
| WMT | Wal-Mart Stores Inc | $187.43万 | 0.21% | 15,081 | 220 | 1.5% | $2.73万 | 加仓 |
| XLE | SPDR S P Energy ETF | $183.72万 | 0.21% | 29,990 | 2,386 | 8.6% | $14.62万 | 加仓 |