Atwater Malick LLC
LANCASTER PA · SEC CIK 0001769288
$3.70亿2026Q1 申报市值
100持仓数
59.2%前十大占比 · 第一大 9.7%
14 / 3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
HDV 加仓+$263.05万
ACWX 加仓+$256.82万
IVV 加仓+$249.33万
DGRO 加仓+$211.64万
IWY 加仓+$174.61万
2026Q1 卖出最多 按季末市值估算
CMI 减仓-$184.22万
CAT 减仓-$116.54万
GOOGL 减仓-$98.95万
DGX 减仓-$98.32万
JNJ 减仓-$98.19万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,574.54万 | 9.65% | 54,723 | 3,817 | 7.5% | $249.33万 | 加仓 |
| CAT | CATERPILLAR INC | $2,693.61万 | 7.28% | 38,021 | -1,645 | -4.1% | -$116.54万 | 减仓 |
| AAPL | APPLE INC | $2,534.35万 | 6.85% | 99,860 | -2,376 | -2.3% | -$60.30万 | 减仓 |
| GOOGL | ALPHABET INC | $2,186.13万 | 5.90% | 76,023 | -3,441 | -4.3% | -$98.95万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,920.69万 | 5.19% | 22,703 | -895 | -3.8% | -$75.72万 | 减仓 |
| HDV | ISHARES TR | $1,917.76万 | 5.18% | 141,303 | 19,382 | 15.9% | $263.05万 | 加仓 |
| WMT | WALMART INC | $1,894.18万 | 5.12% | 152,412 | -2,787 | -1.8% | -$34.64万 | 减仓 |
| ACWX | ISHARES TR | $1,809.86万 | 4.89% | 264,329 | 37,509 | 16.5% | $256.82万 | 加仓 |
| DGRO | ISHARES TR | $1,759.17万 | 4.75% | 250,666 | 30,157 | 13.7% | $211.64万 | 加仓 |
| WM | WASTE MGMT INC DEL | $1,615.02万 | 4.36% | 70,283 | 322 | 0.5% | $7.40万 | 加仓 |
| IWY | ISHARES TR | $1,392.88万 | 3.76% | 55,975 | 7,017 | 14.3% | $174.61万 | 加仓 |
| MCD | MCDONALDS CORP | $1,374.78万 | 3.71% | 44,235 | 1,073 | 2.5% | $33.35万 | 加仓 |
| CMI | CUMMINS INC | $1,108.40万 | 2.99% | 20,601 | -3,424 | -14.3% | -$184.22万 | 减仓 |
| MSFT | MICROSOFT CORP | $892.38万 | 2.41% | 24,107 | 1,652 | 7.4% | $61.15万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $674.50万 | 1.82% | 27,594 | -4,017 | -12.7% | -$98.19万 | 减仓 |
| KO | COCA COLA CO | $613.24万 | 1.66% | 80,636 | -12,227 | -13.2% | -$92.99万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $594.13万 | 1.60% | 30,316 | -5,017 | -14.2% | -$98.32万 | 减仓 |
| ACWI | ISHARES TR | $556.63万 | 1.50% | 40,228 | 932 | 2.4% | $12.90万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $516.01万 | 1.39% | 35,725 | -6,412 | -15.2% | -$92.61万 | 减仓 |
| AGG | ISHARES TR | $494.57万 | 1.34% | 49,820 | 11,240 | 29.1% | $111.58万 | 加仓 |
| LOW | LOWES COS INC | $388.47万 | 1.05% | 16,441 | -2,079 | -11.2% | -$49.12万 | 减仓 |
| USXF | ISHARES TR | $376.60万 | 1.02% | 68,225 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $332.47万 | 0.90% | 16,767 | -4,140 | -19.8% | -$82.09万 | 减仓 |
| AOS | SMITH A O CORP | $324.79万 | 0.88% | 49,255 | -10,814 | -18.0% | -$71.31万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $284.67万 | 0.77% | 73,256 | 181 | 0.2% | $7,034 | 加仓 |
| IBMQ | ISHARES TR | $254.91万 | 0.69% | 99,848 | 4,677 | 4.9% | $11.94万 | 加仓 |
| DMXF | ISHARES TR | $250.52万 | 0.68% | 33,203 | 930 | 2.9% | $7.02万 | 加仓 |
| IBMP | ISHARES TR | $249.43万 | 0.67% | 98,046 | 4,715 | 5.1% | $11.99万 | 加仓 |
| IBMO | ISHARES TR | $231.09万 | 0.62% | 90,163 | -11,887 | -11.6% | -$30.47万 | 减仓 |
| NVO | NOVO-NORDISK A S | $229.21万 | 0.62% | 62,369 | -2,517 | -3.9% | -$9.25万 | 减仓 |
| DIS | DISNEY WALT CO | $196.39万 | 0.53% | 20,377 | -5,481 | -21.2% | -$52.83万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $155.30万 | 0.42% | 8,905 | -416 | -4.5% | -$7.26万 | 减仓 |
| GVI | ISHARES TR | $149.21万 | 0.40% | 13,987 | 11,556 | 475.4% | $123.28万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $148.30万 | 0.40% | 7,727 | 2,958 | 62.0% | $56.77万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $146.35万 | 0.40% | 3,054 | 11 | 0.4% | $5,271 | 加仓 |
| AMZN | AMAZON COM INC | $137.69万 | 0.37% | 6,611 | -45 | -0.7% | -$9,372 | 减仓 |
| GLD | SPDR GOLD TR | $118.93万 | 0.32% | 2,764 | -400 | -12.6% | -$17.21万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $118.09万 | 0.32% | 23,230 | 23,230 | — | $118.09万 | 新建仓 |
| COR | CENCORA INC | $115.95万 | 0.31% | 3,691 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $114.09万 | 0.31% | 2,475 | -11 | -0.4% | -$5,071 | 减仓 |
| PKG | PACKAGING CORP AMER | $103.33万 | 0.28% | 4,869 | -673 | -12.1% | -$14.28万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $102.73万 | 0.28% | 2,056 | -10 | -0.5% | -$4,997 | 减仓 |
| — | EXXON MOBIL CORP | $95.15万 | 0.26% | 5,608 | 508 | 10.0% | $8.62万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $93.74万 | 0.25% | 9,121 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $92.58万 | 0.25% | 3,098 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $85.98万 | 0.23% | 20,201 | 20,201 | — | $85.98万 | 新建仓 |
| IBDR | ISHARES TR | $84.94万 | 0.23% | 35,040 | 1,363 | 4.0% | $3.30万 | 加仓 |
| LLY | ELI LILLY & CO | $84.44万 | 0.23% | 918 | -104 | -10.2% | -$9.57万 | 减仓 |
| VB | VANGUARD INDEX FDS | $72.68万 | 0.20% | 2,775 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $69.18万 | 0.19% | 2,047 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $65.83万 | 0.18% | 3,027 | -210 | -6.5% | -$4.57万 | 减仓 |
| IJR | ISHARES TR | $65.55万 | 0.18% | 5,273 | 5,273 | — | $65.55万 | 新建仓 |
| IBDS | ISHARES TR | $63.67万 | 0.17% | 26,265 | 1,363 | 5.5% | $3.30万 | 加仓 |
| IBTI | ISHARES TR | $60.04万 | 0.16% | 26,944 | 26,944 | — | $60.04万 | 新建仓 |
| TIP | ISHARES TR | $57.94万 | 0.16% | 5,250 | -743 | -12.4% | -$8.20万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $57.81万 | 0.16% | 12,442 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $55.51万 | 0.15% | 970 | 100 | 11.5% | $5.72万 | 加仓 |
| HSY | HERSHEY CO | $55.32万 | 0.15% | 2,661 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $54.74万 | 0.15% | 1,861 | -19 | -1.0% | -$5,589 | 减仓 |
| ICSH | ISHARES TR | $54.50万 | 0.15% | 10,767 | 10,767 | — | $54.50万 | 新建仓 |
| NFLX | NETFLIX INC. | $51.06万 | 0.14% | 5,310 | 10 | 0.2% | $962 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $48.84万 | 0.13% | 751 | 1 | 0.1% | $650 | 加仓 |
| IBDT | ISHARES TR | $46.97万 | 0.13% | 18,545 | 2,188 | 13.4% | $5.54万 | 加仓 |
| IBMR | ISHARES TR | $44.31万 | 0.12% | 17,481 | 4,694 | 36.7% | $11.90万 | 加仓 |
| CVX | CHEVRON CORPORATION | $42.21万 | 0.11% | 2,040 | 500 | 32.5% | $10.35万 | 加仓 |
| QQQ | INVESCO QQQ TR | $41.61万 | 0.11% | 721 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $41.26万 | 0.11% | 2,657 | -127 | -4.6% | -$1.97万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $39.71万 | 0.11% | 10,337 | 1,286 | 14.2% | $4.94万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $39.22万 | 0.11% | 6,121 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $38.41万 | 0.10% | 4,357 | -875 | -16.7% | -$7.71万 | 减仓 |
| IWM | ISHARES TR | $36.58万 | 0.10% | 1,475 | 1,475 | — | $36.58万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $32.94万 | 0.09% | 1,359 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $32.92万 | 0.09% | 1,010 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $32.67万 | 0.09% | 952 | -11 | -1.1% | -$3,775 | 减仓 |
| IUSB | ISHARES TR | $32.49万 | 0.09% | 7,033 | 7,033 | — | $32.49万 | 新建仓 |
| GOOG | ALPHABET INC | $30.38万 | 0.08% | 1,059 | -199 | -15.8% | -$5.71万 | 减仓 |
| IBTJ | ISHARES TR | $30.26万 | 0.08% | 13,853 | 13,853 | — | $30.26万 | 新建仓 |
| DHR | DANAHER CORP DEL | $29.52万 | 0.08% | 1,557 | -11 | -0.7% | -$2,086 | 减仓 |
| IBDU | ISHARES TR | $29.48万 | 0.08% | 12,673 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $29.14万 | 0.08% | 3,285 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $27.66万 | 0.07% | 3,304 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $27.42万 | 0.07% | 186 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $27.14万 | 0.07% | 1,947 | -131 | -6.3% | -$1.83万 | 减仓 |
| STIP | ISHARES TR | $26.64万 | 0.07% | 2,576 | -158 | -5.8% | -$1.63万 | 减仓 |
| IBTH | ISHARES TR | $24.54万 | 0.07% | 10,940 | 10,940 | — | $24.54万 | 新建仓 |
| IJS | ISHARES TR | $23.68万 | 0.06% | 1,999 | 1,999 | — | $23.68万 | 新建仓 |
| NVR | NVR INC | $23.06万 | 0.06% | 35 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $22.71万 | 0.06% | 2,535 | -184 | -6.8% | -$1.65万 | 减仓 |
| MUB | ISHARES TR | $22.23万 | 0.06% | 2,094 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $21.93万 | 0.06% | 1,823 | 1,823 | — | $21.93万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $21.87万 | 0.06% | 723 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $21.82万 | 0.06% | 3,202 | 3,202 | — | $21.82万 | 新建仓 |
| CSCO | CISCO SYS INC | $21.76万 | 0.06% | 2,805 | -104 | -3.6% | -$8,069 | 减仓 |
| IWF | ISHARES TR | $20.98万 | 0.06% | 492 | 50 | 11.3% | $2.13万 | 加仓 |
| — | VANECK ETF TRUST | $11.43万 | 0.03% | 11,141 | 11,141 | — | $11.43万 | 新建仓 |
| NFLX | NETFLIX INC. 看跌期权 | $2.23万 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| — | NVIDIA CORPORATION 看跌期权 | $2.08万 | 0.01% | 10 | 10 | — | $2.08万 | 新建仓 |
| AAPL | APPLE INC 看跌期权 | $1.78万 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC 看跌期权 | $1.21万 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC 看跌期权 | $9,270 | 0.00% | 4 | 0 | 0.0% | — | 不变 |