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 |
|---|---|---|---|---|---|---|---|---|
| NVO | NOVO-NORDISK A S | $276.47万 | 0.60% | 57,670 | -4,699 | -7.5% | -$22.53万 | 减仓 |
| AOS | SMITH A O CORP | $287.54万 | 0.63% | 45,845 | -3,410 | -6.9% | -$21.39万 | 减仓 |
| IJR | ISHARES TR | $294.08万 | 0.64% | 19,829 | 14,556 | 276.0% | $215.88万 | 加仓 |
| DMXF | ISHARES TR | $294.77万 | 0.64% | 34,843 | 1,640 | 4.9% | $13.87万 | 加仓 |
| IDV | ISHARES TR | $297.71万 | 0.65% | 71,859 | 51,658 | 255.7% | $214.02万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $315.69万 | 0.69% | 71,167 | -2,089 | -2.9% | -$9.27万 | 减仓 |
| LOW | LOWES COS INC | $350.78万 | 0.76% | 15,909 | -532 | -3.2% | -$11.73万 | 减仓 |
| IWD | ISHARES TR | $373.66万 | 0.81% | 15,413 | 15,413 | — | $373.66万 | 新建仓 |
| GVI | ISHARES TR | $432.80万 | 0.94% | 40,794 | 26,807 | 191.7% | $284.41万 | 加仓 |
| USXF | ISHARES TR | $473.82万 | 1.03% | 68,225 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $473.93万 | 1.03% | 38,168 | 36,200 | 1,839.4% | $449.50万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $511.54万 | 1.11% | 34,884 | -841 | -2.4% | -$12.33万 | 减仓 |
| AGG | ISHARES TR | $619.07万 | 1.35% | 62,545 | 12,725 | 25.5% | $125.95万 | 加仓 |
| ACWI | ISHARES TR | $623.76万 | 1.36% | 39,737 | -491 | -1.2% | -$7.71万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $626.46万 | 1.36% | 29,557 | -759 | -2.5% | -$16.09万 | 减仓 |
| KO | COCA COLA CO | $646.41万 | 1.41% | 79,539 | -1,097 | -1.4% | -$8.92万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $705.47万 | 1.54% | 27,778 | 184 | 0.7% | $4.67万 | 加仓 |
| MSFT | MICROSOFT CORP | $967.18万 | 2.11% | 25,928 | 1,821 | 7.6% | $67.93万 | 加仓 |
| MCD | MCDONALDS CORP | $1,211.61万 | 2.64% | 44,823 | 588 | 1.3% | $15.89万 | 加仓 |
| CMI | CUMMINS INC | $1,433.01万 | 3.12% | 20,092 | -509 | -2.5% | -$36.30万 | 减仓 |
| WM | WASTE MGMT INC DEL | $1,592.51万 | 3.47% | 71,452 | 1,169 | 1.7% | $26.05万 | 加仓 |
| IWY | ISHARES TR | $1,725.53万 | 3.76% | 59,374 | 3,399 | 6.1% | $98.78万 | 加仓 |
| WMT | WALMART INC | $1,749.87万 | 3.81% | 154,500 | 2,088 | 1.4% | $23.65万 | 加仓 |
| DGRO | ISHARES TR | $2,001.47万 | 4.36% | 264,081 | 13,415 | 5.4% | $101.67万 | 加仓 |
| ACWX | ISHARES TR | $2,163.02万 | 4.71% | 284,196 | 19,867 | 7.5% | $151.21万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,304.15万 | 5.02% | 22,782 | 79 | 0.3% | $7.99万 | 加仓 |
| HDV | ISHARES TR | $2,359.74万 | 5.14% | 860,904 | 154,389 | 21.9% | $423.18万 | 加仓 |
| GOOGL | ALPHABET INC | $2,768.20万 | 6.03% | 77,460 | 1,437 | 1.9% | $51.35万 | 加仓 |
| AAPL | APPLE INC | $2,953.53万 | 6.43% | 102,071 | 2,211 | 2.2% | $63.98万 | 加仓 |
| CAT | CATERPILLAR INC | $4,032.31万 | 8.78% | 37,866 | -155 | -0.4% | -$16.51万 | 减仓 |
| IVV | ISHARES TR | $4,203.38万 | 9.16% | 56,128 | 1,405 | 2.6% | $105.22万 | 加仓 |