Atwater Malick LLC
LANCASTER PA · SEC CIK 0001769288
$4.59亿2026Q2 申报市值
130持仓数
57.2%前十大占比 · 第一大 9.2%
30 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IWF 加仓+$449.50万
HDV 加仓+$423.18万
IWD 新建仓+$373.66万
GVI 加仓+$284.41万
IJH 新建仓+$217.87万
2026Q2 卖出最多 按季末市值估算
ACN 减仓-$39.85万
CMI 减仓-$36.30万
NVO 减仓-$22.53万
AOS 减仓-$21.39万
ISRG 减仓-$16.58万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $4,203.38万 | 9.16% | 56,128 | 1,405 | 2.6% | $105.22万 | 加仓 |
| CAT | CATERPILLAR INC | $4,032.31万 | 8.78% | 37,866 | -155 | -0.4% | -$16.51万 | 减仓 |
| AAPL | APPLE INC | $2,953.53万 | 6.43% | 102,071 | 2,211 | 2.2% | $63.98万 | 加仓 |
| GOOGL | ALPHABET INC | $2,768.20万 | 6.03% | 77,460 | 1,437 | 1.9% | $51.35万 | 加仓 |
| HDV | ISHARES TR | $2,359.74万 | 5.14% | 860,904 | 154,389 | 21.9% | $423.18万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,304.15万 | 5.02% | 22,782 | 79 | 0.3% | $7.99万 | 加仓 |
| ACWX | ISHARES TR | $2,163.02万 | 4.71% | 284,196 | 19,867 | 7.5% | $151.21万 | 加仓 |
| DGRO | ISHARES TR | $2,001.47万 | 4.36% | 264,081 | 13,415 | 5.4% | $101.67万 | 加仓 |
| WMT | WALMART INC | $1,749.87万 | 3.81% | 154,500 | 2,088 | 1.4% | $23.65万 | 加仓 |
| IWY | ISHARES TR | $1,725.53万 | 3.76% | 59,374 | 3,399 | 6.1% | $98.78万 | 加仓 |
| WM | WASTE MGMT INC DEL | $1,592.51万 | 3.47% | 71,452 | 1,169 | 1.7% | $26.05万 | 加仓 |
| CMI | CUMMINS INC | $1,433.01万 | 3.12% | 20,092 | -509 | -2.5% | -$36.30万 | 减仓 |
| MCD | MCDONALDS CORP | $1,211.61万 | 2.64% | 44,823 | 588 | 1.3% | $15.89万 | 加仓 |
| MSFT | MICROSOFT CORP | $967.18万 | 2.11% | 25,928 | 1,821 | 7.6% | $67.93万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $705.47万 | 1.54% | 27,778 | 184 | 0.7% | $4.67万 | 加仓 |
| KO | COCA COLA CO | $646.41万 | 1.41% | 79,539 | -1,097 | -1.4% | -$8.92万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $626.46万 | 1.36% | 29,557 | -759 | -2.5% | -$16.09万 | 减仓 |
| ACWI | ISHARES TR | $623.76万 | 1.36% | 39,737 | -491 | -1.2% | -$7.71万 | 减仓 |
| AGG | ISHARES TR | $619.07万 | 1.35% | 62,545 | 12,725 | 25.5% | $125.95万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $511.54万 | 1.11% | 34,884 | -841 | -2.4% | -$12.33万 | 减仓 |
| IWF | ISHARES TR | $473.93万 | 1.03% | 38,168 | 36,200 | 1,839.4% | $449.50万 | 加仓 |
| USXF | ISHARES TR | $473.82万 | 1.03% | 68,225 | 0 | 0.0% | — | 不变 |
| GVI | ISHARES TR | $432.80万 | 0.94% | 40,794 | 26,807 | 191.7% | $284.41万 | 加仓 |
| IWD | ISHARES TR | $373.66万 | 0.81% | 15,413 | 15,413 | — | $373.66万 | 新建仓 |
| LOW | LOWES COS INC | $350.78万 | 0.76% | 15,909 | -532 | -3.2% | -$11.73万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $315.69万 | 0.69% | 71,167 | -2,089 | -2.9% | -$9.27万 | 减仓 |
| IDV | ISHARES TR | $297.71万 | 0.65% | 71,859 | 51,658 | 255.7% | $214.02万 | 加仓 |
| DMXF | ISHARES TR | $294.77万 | 0.64% | 34,843 | 1,640 | 4.9% | $13.87万 | 加仓 |
| IJR | ISHARES TR | $294.08万 | 0.64% | 19,829 | 14,556 | 276.0% | $215.88万 | 加仓 |
| AOS | SMITH A O CORP | $287.54万 | 0.63% | 45,845 | -3,410 | -6.9% | -$21.39万 | 减仓 |
| NVO | NOVO-NORDISK A S | $276.47万 | 0.60% | 57,670 | -4,699 | -7.5% | -$22.53万 | 减仓 |
| IBMQ | ISHARES TR | $259.94万 | 0.57% | 101,618 | 1,770 | 1.8% | $4.53万 | 加仓 |
| IBMP | ISHARES TR | $253.75万 | 0.55% | 99,822 | 1,776 | 1.8% | $4.51万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $236.55万 | 0.52% | 11,822 | 2,917 | 32.8% | $58.37万 | 加仓 |
| IBMO | ISHARES TR | $231.18万 | 0.50% | 90,163 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $217.87万 | 0.47% | 28,255 | 28,255 | — | $217.87万 | 新建仓 |
| IDEV | ISHARES TR | $198.62万 | 0.43% | 22,314 | 22,314 | — | $198.62万 | 新建仓 |
| NEAR | ISHARES U S ETF TR | $197.74万 | 0.43% | 39,032 | 15,802 | 68.0% | $80.05万 | 加仓 |
| DIS | DISNEY WALT CO | $183.16万 | 0.40% | 19,030 | -1,347 | -6.6% | -$12.96万 | 减仓 |
| AMZN | AMAZON COM INC | $174.16万 | 0.38% | 7,307 | 696 | 10.5% | $16.59万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $168.80万 | 0.37% | 13,565 | -3,202 | -19.1% | -$39.85万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $167.83万 | 0.37% | 7,888 | 161 | 2.1% | $3.43万 | 加仓 |
| ICSH | ISHARES TR | $167.10万 | 0.36% | 33,036 | 22,269 | 206.8% | $112.64万 | 加仓 |
| IEMG | ISHARES INC | $160.76万 | 0.35% | 19,406 | 19,406 | — | $160.76万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $158.47万 | 0.35% | 3,167 | 113 | 3.7% | $5.65万 | 加仓 |
| DVYE | ISHARES INC | $141.24万 | 0.31% | 43,821 | 43,821 | — | $141.24万 | 新建仓 |
| LLY | ELI LILLY & CO | $121.75万 | 0.27% | 1,015 | 97 | 10.6% | $11.64万 | 加仓 |
| IAU | ISHARES GOLD TR | $117.59万 | 0.26% | 15,573 | 11,216 | 257.4% | $84.69万 | 加仓 |
| PKG | PACKAGING CORP AMER | $117.04万 | 0.25% | 4,912 | 43 | 0.9% | $1.02万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $112.58万 | 0.25% | 2,192 | 136 | 6.6% | $6.98万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $108.76万 | 0.24% | 9,121 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $106.54万 | 0.23% | 3,098 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $104.45万 | 0.23% | 3,691 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $101.82万 | 0.22% | 2,764 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $100.73万 | 0.22% | 36,469 | 36,469 | — | $100.73万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $98.33万 | 0.21% | 2,059 | 12 | 0.6% | $5,731 | 加仓 |
| IBTI | ISHARES TR | $90.54万 | 0.20% | 40,896 | 13,952 | 51.8% | $30.89万 | 加仓 |
| IBDR | ISHARES TR | $84.90万 | 0.18% | 35,040 | 0 | 0.0% | — | 不变 |
| AGL | AGILON HEALTH INC | $84.70万 | 0.18% | 7,903 | 7,903 | — | $84.70万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $84.63万 | 0.18% | 2,792 | 17 | 0.6% | $5,153 | 加仓 |
| ABBV | ABBVIE INC | $84.09万 | 0.18% | 3,342 | 315 | 10.4% | $7.93万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $81.84万 | 0.18% | 2,058 | -417 | -16.8% | -$16.58万 | 减仓 |
| — | EXXON MOBIL CORP | $77.95万 | 0.17% | 5,701 | 93 | 1.7% | $1.27万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $74.68万 | 0.16% | 647 | 647 | — | $74.68万 | 新建仓 |
| TIP | ISHARES TR | $70.98万 | 0.15% | 6,486 | 1,236 | 23.5% | $13.53万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $70.14万 | 0.15% | 12,442 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $66.64万 | 0.15% | 2,036 | 175 | 9.4% | $5.73万 | 加仓 |
| IBDS | ISHARES TR | $63.61万 | 0.14% | 26,265 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $62.81万 | 0.14% | 4,498 | 4,498 | — | $62.81万 | 新建仓 |
| META | META PLATFORMS INC | $57.81万 | 0.13% | 1,026 | 56 | 5.8% | $3.16万 | 加仓 |
| IUSB | ISHARES TR | $57.45万 | 0.13% | 12,449 | 5,416 | 77.0% | $24.99万 | 加仓 |
| KLAC | KLA CORP | $56.54万 | 0.12% | 1,874 | 14 | 0.8% | $4,224 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $56.08万 | 0.12% | 751 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $55.34万 | 0.12% | 21,918 | 3,373 | 18.2% | $8.52万 | 加仓 |
| QQQ | INVESCO QQQ TR | $53.09万 | 0.12% | 721 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $52.35万 | 0.11% | 1,208 | 1,208 | — | $52.35万 | 新建仓 |
| INMU | BLACKROCK ETF TRUST II | $51.74万 | 0.11% | 21,337 | 21,337 | — | $51.74万 | 新建仓 |
| IBMR | ISHARES TR | $48.91万 | 0.11% | 19,265 | 1,784 | 10.2% | $4.53万 | 加仓 |
| HSY | HERSHEY CO | $46.69万 | 0.10% | 2,661 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $46.48万 | 0.10% | 1,547 | 72 | 4.9% | $2.16万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $46.02万 | 0.10% | 6,459 | 338 | 5.5% | $2.41万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $44.01万 | 0.10% | 1,565 | 206 | 15.2% | $5.79万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $42.26万 | 0.09% | 1,193 | 241 | 25.3% | $8.54万 | 加仓 |
| AVGO | BROADCOM INC | $41.40万 | 0.09% | 1,096 | 1,096 | — | $41.40万 | 新建仓 |
| PEP | PEPSICO INC | $40.57万 | 0.09% | 2,996 | 339 | 12.8% | $4.59万 | 加仓 |
| IBTJ | ISHARES TR | $39.90万 | 0.09% | 18,428 | 4,575 | 33.0% | $9.90万 | 加仓 |
| CSCO | CISCO SYS INC | $38.75万 | 0.08% | 3,299 | 494 | 17.6% | $5.80万 | 加仓 |
| GOOG | ALPHABET INC | $35.65万 | 0.08% | 1,009 | -50 | -4.7% | -$1.77万 | 减仓 |
| NFLX | NETFLIX INC. | $35.41万 | 0.08% | 4,959 | -351 | -6.6% | -$2.51万 | 减仓 |
| MUB | ISHARES TR | $34.71万 | 0.08% | 3,225 | 1,131 | 54.0% | $12.17万 | 加仓 |
| CB | CHUBB LIMITED | $34.41万 | 0.07% | 1,010 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $34.41万 | 0.07% | 10,337 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $32.95万 | 0.07% | 3,401 | 3,401 | — | $32.95万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $32.52万 | 0.07% | 337 | 337 | — | $32.52万 | 新建仓 |
| MRK | MERCK & CO INC | $32.47万 | 0.07% | 2,527 | 704 | 38.6% | $9.05万 | 加仓 |
| CTVA | CORTEVA INC | $32.11万 | 0.07% | 3,791 | 487 | 14.7% | $4.12万 | 加仓 |
| IJS | ISHARES TR | $30.55万 | 0.07% | 2,235 | 236 | 11.8% | $3.23万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $29.65万 | 0.06% | 3,075 | -210 | -6.4% | -$2.03万 | 减仓 |
| CVX | CHEVRON CORPORATION | $29.35万 | 0.06% | 1,773 | -267 | -13.1% | -$4.42万 | 减仓 |
| IBDU | ISHARES TR | $29.35万 | 0.06% | 12,673 | 0 | 0.0% | — | 不变 |