13F 机构持仓

Atwater Malick LLC

LANCASTER PA · SEC CIK 0001769288

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.59亿2026Q2
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

IVV 9.2%
CAT 8.8%
AAPL 6.4%
GOOGL 6.0%
HDV 5.1%
GS 5.0%
ACWX 4.7%
DGRO 4.4%
WMT 3.8%
IWY 3.8%

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
META META PLATFORMS INC 看跌期权 $00.00%0 -1-100.0% -$1.21万 清仓
AAPL APPLE INC 看跌期权 $2,8400.00%13 -3-18.8% -$655 减仓
— NVIDIA CORPORATION 看跌期权 $1.20万0.00%10 00.0% — 不变
COR CENCORA INC 看跌期权 $1.25万0.00%4 00.0% — 不变
— INTEL CORP 看跌期权 $2.79万0.01%15 15— $2.79万 新建仓
— LAM RESEARCH CORP 看跌期权 $2.85万0.01%3 3— $2.85万 新建仓
NFLX NETFLIX INC. 看跌期权 $2.92万0.01%10 -10-50.0% -$2.92万 减仓
HSLV HIGHLANDER SILVER CORP $4.66万0.01%10,000 10,000— $4.66万 新建仓
VZLA VIZSLA SILVER CORP $6.60万0.01%20,000 20,000— $6.60万 新建仓
— VANECK ETF TRUST $13.49万0.03%13,023 1,88216.9% $1.95万 加仓
NVS NOVARTIS AG $20.03万0.04%1,278 1,278— $20.03万 新建仓
RTX RTX CORPORATION $20.23万0.04%1,066 -70-6.2% -$1.33万 重新持有
BNY BANK OF NY MELLON CORP $20.71万0.05%1,432 1,432— $20.71万 新建仓
TSLA TESLA INC $20.82万0.05%495 495— $20.82万 新建仓
GWW WW GRAINGER INC $21.49万0.05%158 158— $21.49万 新建仓
FULT FULTON FINL CORP PA $21.68万0.05%8,963 8,963— $21.68万 新建仓
COST COSTCO WHOLESALE CORPORATION $22.17万0.05%237 237— $22.17万 新建仓
DOV DOVER CORP $22.41万0.05%999 999— $22.41万 新建仓
TXN TEXAS INSTRS INC $23.19万0.05%778 778— $23.19万 新建仓
AMGN AMGEN INC $23.32万0.05%644 644— $23.32万 新建仓
VZ VERIZON COMMUNICATIONS INC $23.34万0.05%5,513 5,513— $23.34万 新建仓
GLW CORNING INC $24.96万0.05%977 977— $24.96万 新建仓
NVR NVR INC $25.21万0.05%37 25.7% $1.36万 加仓
MO ALTRIA GROUP INC $25.35万0.06%3,523 3,523— $25.35万 新建仓
IBTH ISHARES TR $25.68万0.06%11,480 5404.9% $1.21万 加仓
STIP ISHARES TR $26.32万0.06%2,576 00.0% — 不变
SLV ISHARES SILVER TR $26.48万0.06%4,952 1,75054.7% $9.36万 加仓
DHR DANAHER CORP DEL $26.57万0.06%1,395 -162-10.4% -$3.09万 减仓
AXP AMERICAN EXPRESS CO $27.09万0.06%801 7810.8% $2.64万 加仓
SBUX STARBUCKS CORP $27.97万0.06%2,737 2028.0% $2.06万 加仓
GILD GILEAD SCIENCES INC $28.36万0.06%2,245 29815.3% $3.76万 加仓
IBDU ISHARES TR $29.35万0.06%12,673 00.0% — 不变
CVX CHEVRON CORPORATION $29.35万0.06%1,773 -267-13.1% -$4.42万 减仓
VNQ VANGUARD INDEX FDS $29.65万0.06%3,075 -210-6.4% -$2.03万 减仓
IJS ISHARES TR $30.55万0.07%2,235 23611.8% $3.23万 加仓
CTVA CORTEVA INC $32.11万0.07%3,791 48714.7% $4.12万 加仓
MRK MERCK & CO INC $32.47万0.07%2,527 70438.6% $9.05万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $32.52万0.07%337 337— $32.52万 新建仓
CHD CHURCH & DWIGHT CO INC $32.95万0.07%3,401 3,401— $32.95万 新建仓
IBIT ISHARES BITCOIN TRUST ETF $34.41万0.07%10,337 00.0% — 不变
CB CHUBB LIMITED $34.41万0.07%1,010 00.0% — 不变
MUB ISHARES TR $34.71万0.08%3,225 1,13154.0% $12.17万 加仓
NFLX NETFLIX INC. $35.41万0.08%4,959 -351-6.6% -$2.51万 减仓
GOOG ALPHABET INC $35.65万0.08%1,009 -50-4.7% -$1.77万 减仓
CSCO CISCO SYS INC $38.75万0.08%3,299 49417.6% $5.80万 加仓
IBTJ ISHARES TR $39.90万0.09%18,428 4,57533.0% $9.90万 加仓
PEP PEPSICO INC $40.57万0.09%2,996 33912.8% $4.59万 加仓
AVGO BROADCOM INC $41.40万0.09%1,096 1,096— $41.40万 新建仓
GD GENERAL DYNAMICS CORP $42.26万0.09%1,193 24125.3% $8.54万 加仓
IBM INTERNATIONAL BUSINESS MACHS $44.01万0.10%1,565 20615.2% $5.79万 加仓
VEA VANGUARD TAX-MANAGED FDS $46.02万0.10%6,459 3385.5% $2.41万 加仓
IWM ISHARES TR $46.48万0.10%1,547 724.9% $2.16万 加仓
HSY HERSHEY CO $46.69万0.10%2,661 00.0% — 不变
IBMR ISHARES TR $48.91万0.11%19,265 1,78410.2% $4.53万 加仓
INMU BLACKROCK ETF TRUST II $51.74万0.11%21,337 21,337— $51.74万 新建仓
LRCX LAM RESEARCH CORP $52.35万0.11%1,208 1,208— $52.35万 新建仓
QQQ INVESCO QQQ TR $53.09万0.12%721 00.0% — 不变
IBDT ISHARES TR $55.34万0.12%21,918 3,37318.2% $8.52万 加仓
SPY STATE STR SPDR S&P 500 ETF T $56.08万0.12%751 00.0% — 不变
KLAC KLA CORP $56.54万0.12%1,874 140.8% $4,224 加仓
IUSB ISHARES TR $57.45万0.13%12,449 5,41677.0% $24.99万 加仓
META META PLATFORMS INC $57.81万0.13%1,026 565.8% $3.16万 加仓
INTC INTEL CORP $62.81万0.14%4,498 4,498— $62.81万 新建仓
IBDS ISHARES TR $63.61万0.14%26,265 00.0% — 不变
JPM JPMORGAN CHASE & CO $66.64万0.15%2,036 1759.4% $5.73万 加仓
FITB FIFTH THIRD BANCORP $70.14万0.15%12,442 00.0% — 不变
TIP ISHARES TR $70.98万0.15%6,486 1,23623.5% $13.53万 加仓
MU MICRON TECHNOLOGY INC $74.68万0.16%647 647— $74.68万 新建仓
— EXXON MOBIL CORP $77.95万0.17%5,701 931.7% $1.27万 加仓
ISRG INTUITIVE SURGICAL INC $81.84万0.18%2,058 -417-16.8% -$16.58万 减仓
ABBV ABBVIE INC $84.09万0.18%3,342 31510.4% $7.93万 加仓
VB VANGUARD INDEX FDS $84.63万0.18%2,792 170.6% $5,153 加仓
AGL AGILON HEALTH INC $84.70万0.18%7,903 7,903— $84.70万 新建仓
IBDR ISHARES TR $84.90万0.18%35,040 00.0% — 不变
IBTI ISHARES TR $90.54万0.20%40,896 13,95251.8% $30.89万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $98.33万0.21%2,059 120.6% $5,731 加仓
REET ISHARES TR $100.73万0.22%36,469 36,469— $100.73万 新建仓
GLD SPDR GOLD TR $101.82万0.22%2,764 00.0% — 不变
COR CENCORA INC $104.45万0.23%3,691 00.0% — 不变
VV VANGUARD INDEX FDS $106.54万0.23%3,098 00.0% — 不变
CNI CANADIAN NATL RY CO $108.76万0.24%9,121 00.0% — 不变
MA MASTERCARD INCORPORATED $112.58万0.25%2,192 1366.6% $6.98万 加仓
PKG PACKAGING CORP AMER $117.04万0.25%4,912 430.9% $1.02万 加仓
IAU ISHARES GOLD TR $117.59万0.26%15,573 11,216257.4% $84.69万 加仓
LLY ELI LILLY & CO $121.75万0.27%1,015 9710.6% $11.64万 加仓
DVYE ISHARES INC $141.24万0.31%43,821 43,821— $141.24万 新建仓
BRK/B BERKSHIRE HATHAWAY INC DEL $158.47万0.35%3,167 1133.7% $5.65万 加仓
IEMG ISHARES INC $160.76万0.35%19,406 19,406— $160.76万 新建仓
ICSH ISHARES TR $167.10万0.36%33,036 22,269206.8% $112.64万 加仓
RSP INVESCO EXCHANGE TRADED FD T $167.83万0.37%7,888 1612.1% $3.43万 加仓
ACN ACCENTURE PLC IRELAND $168.80万0.37%13,565 -3,202-19.1% -$39.85万 减仓
AMZN AMAZON COM INC $174.16万0.38%7,307 69610.5% $16.59万 加仓
DIS DISNEY WALT CO $183.16万0.40%19,030 -1,347-6.6% -$12.96万 减仓
NEAR ISHARES U S ETF TR $197.74万0.43%39,032 15,80268.0% $80.05万 加仓
IDEV ISHARES TR $198.62万0.43%22,314 22,314— $198.62万 新建仓
IJH ISHARES TR $217.87万0.47%28,255 28,255— $217.87万 新建仓
IBMO ISHARES TR $231.18万0.50%90,163 00.0% — 不变
NVDA NVIDIA CORPORATION $236.55万0.52%11,822 2,91732.8% $58.37万 加仓
IBMP ISHARES TR $253.75万0.55%99,822 1,7761.8% $4.51万 加仓
IBMQ ISHARES TR $259.94万0.57%101,618 1,7701.8% $4.53万 加仓