ATTICUS WEALTH MANAGEMENT, LLC
Palm Beach Gardens FL · SEC CIK 0001800234
$3.69亿2026Q1 申报市值
181持仓数
53.9%前十大占比 · 第一大 23.0%
2 / 24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
IWF 加仓+$63.45万
QTUM 加仓+$55.20万
EFA 加仓+$52.03万
JTEK 加仓+$42.21万
IVV 加仓+$32.53万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$594.28万
CSHI 减仓-$219.63万
SPIB 清仓-$110.89万
SPYV 减仓-$78.24万
BRK/A 减仓-$71.81万
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 |
|---|---|---|---|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORP | $46.11万 | 0.12% | 763 | -16 | -2.1% | -$9,668 | 减仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $48.03万 | 0.13% | 14,302 | 11 | 0.1% | $369 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $50.37万 | 0.14% | 4,617 | 128 | 2.9% | $1.40万 | 加仓 |
| RTX | RTX CORPORATION | $50.39万 | 0.14% | 2,612 | -199 | -7.1% | -$3.84万 | 减仓 |
| MPC | MARATHON PETE CORP | $52.78万 | 0.14% | 2,161 | -71 | -3.2% | -$1.73万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $53.43万 | 0.14% | 2,459 | -45 | -1.8% | -$9,778 | 减仓 |
| ASML | ASML HLDG NV | $56.40万 | 0.15% | 427 | 7 | 1.7% | $9,246 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $56.45万 | 0.15% | 4,457 | 106 | 2.4% | $1.34万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $56.52万 | 0.15% | 1,226 | -129 | -9.5% | -$5.95万 | 减仓 |
| MDT | MEDTRONIC PLC | $56.79万 | 0.15% | 6,554 | 22 | 0.3% | $1,906 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $58.28万 | 0.16% | 12,633 | -715 | -5.4% | -$3.30万 | 减仓 |
| PSX | PHILLIPS 66 | $60.17万 | 0.16% | 3,303 | -227 | -6.4% | -$4.14万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $64.14万 | 0.17% | 18,113 | 7,473 | 70.2% | $26.46万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $64.65万 | 0.18% | 2,645 | -102 | -3.7% | -$2.49万 | 减仓 |
| FTNT | FORTINET INC | $65.01万 | 0.18% | 7,955 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $65.74万 | 0.18% | 2,115 | -489 | -18.8% | -$15.20万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $66.23万 | 0.18% | 16,640 | -3,198 | -16.1% | -$12.73万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $66.25万 | 0.18% | 15,838 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $68.57万 | 0.19% | 5,700 | 27 | 0.5% | $3,248 | 加仓 |
| ORI | OLD REP INTL CORP | $68.80万 | 0.19% | 17,242 | 321 | 1.9% | $1.28万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $69.92万 | 0.19% | 12,336 | 1,049 | 9.3% | $5.95万 | 加仓 |
| ABBV | ABBVIE INC | $69.93万 | 0.19% | 3,215 | -394 | -10.9% | -$8.57万 | 减仓 |
| ORCL | ORACLE CORP | $70.53万 | 0.19% | 4,795 | -948 | -16.5% | -$13.95万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $71.29万 | 0.19% | 2,845 | -84 | -2.9% | -$2.10万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.19% | 1 | -1 | -50.0% | -$71.81万 | 减仓 |
| TFC | TRUIST FINL CORP | $71.87万 | 0.19% | 15,634 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $71.87万 | 0.19% | 5,783 | -1,489 | -20.5% | -$18.51万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $75.04万 | 0.20% | 14,947 | -953 | -6.0% | -$4.78万 | 减仓 |
| SDY | SPDR SERIES TRUST | $75.67万 | 0.21% | 5,185 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $76.54万 | 0.21% | 1,122 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $76.95万 | 0.21% | 1,430 | 1 | 0.1% | $538 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $79.02万 | 0.21% | 17,190 | -2,000 | -10.4% | -$9.19万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $79.97万 | 0.22% | 1,601 | -180 | -10.1% | -$8.99万 | 减仓 |
| QMOM | EA SERIES TRUST | $80.49万 | 0.22% | 11,783 | 123 | 1.1% | $8,402 | 加仓 |
| VXF | VANGUARD INDEX FDS | $80.76万 | 0.22% | 3,924 | 7 | 0.2% | $1,441 | 加仓 |
| — | INNOVATOR ETFS TRUST | $81.17万 | 0.22% | 21,778 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $81.72万 | 0.22% | 10,532 | -221 | -2.1% | -$1.71万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $82.98万 | 0.22% | 17,388 | 5,198 | 42.6% | $24.80万 | 加仓 |
| GEV | GE VERNOVA INC | $84.77万 | 0.23% | 971 | 4 | 0.4% | $3,492 | 加仓 |
| ADI | ANALOG DEVICES INC | $89.58万 | 0.24% | 2,816 | -383 | -12.0% | -$12.18万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $90.14万 | 0.24% | 11,136 | 146 | 1.3% | $1.18万 | 加仓 |
| IVW | ISHARES TR | $90.33万 | 0.24% | 7,986 | -841 | -9.5% | -$9.51万 | 减仓 |
| NFLX | NETFLIX INC. | $92.58万 | 0.25% | 9,629 | -42 | -0.4% | -$4,038 | 减仓 |
| SPYD | SPDR SERIES TRUST | $94.03万 | 0.25% | 20,656 | 66 | 0.3% | $3,004 | 加仓 |
| IWP | ISHARES TR | $95.91万 | 0.26% | 7,486 | -229 | -3.0% | -$2.93万 | 减仓 |
| INDA | ISHARES TR | $98.84万 | 0.27% | 21,102 | 509 | 2.5% | $2.38万 | 加仓 |
| MS | MORGAN STANLEY | $99.30万 | 0.27% | 6,034 | -34 | -0.6% | -$5,595 | 减仓 |
| CVX | CHEVRON CORPORATION | $99.47万 | 0.27% | 4,808 | 49 | 1.0% | $1.01万 | 加仓 |
| AIQ | GLOBAL X FDS | $101.26万 | 0.27% | 21,697 | -880 | -3.9% | -$4.11万 | 减仓 |
| — | EXXON MOBIL CORP | $102.36万 | 0.28% | 6,033 | 27 | 0.4% | $4,581 | 加仓 |
| PG | PROCTER & GAMBLE CO | $108.87万 | 0.30% | 7,537 | -479 | -6.0% | -$6.92万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $109.27万 | 0.30% | 1,829 | 24 | 1.3% | $1.43万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $114.46万 | 0.31% | 14,390 | 5,307 | 58.4% | $42.21万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $128.13万 | 0.35% | 8,739 | -197 | -2.2% | -$2.89万 | 减仓 |
| IVV | ISHARES TR | $128.22万 | 0.35% | 1,963 | 498 | 34.0% | $32.53万 | 加仓 |
| META | META PLATFORMS INC | $132.85万 | 0.36% | 2,322 | -399 | -14.7% | -$22.83万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $136.75万 | 0.37% | 12,744 | 5,144 | 67.7% | $55.20万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $138.03万 | 0.37% | 34,421 | -175 | -0.5% | -$7,018 | 减仓 |
| AMAT | APPLIED MATLS INC | $142.24万 | 0.39% | 4,162 | -244 | -5.5% | -$8.34万 | 减仓 |
| V | VISA INC | $145.96万 | 0.40% | 4,829 | -207 | -4.1% | -$6.26万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $147.18万 | 0.40% | 13,505 | -409 | -2.9% | -$4.46万 | 减仓 |
| IWM | ISHARES TR | $148.76万 | 0.40% | 5,998 | -1,400 | -18.9% | -$34.72万 | 减仓 |
| LLY | ELI LILLY & CO | $152.25万 | 0.41% | 1,655 | -17 | -1.0% | -$1.56万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $153.73万 | 0.42% | 10,509 | 749 | 7.7% | $10.96万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $162.33万 | 0.44% | 8,458 | -485 | -5.4% | -$9.31万 | 减仓 |
| GOOG | ALPHABET INC | $165.10万 | 0.45% | 5,755 | -64 | -1.1% | -$1.84万 | 减仓 |
| IJH | ISHARES TR | $168.44万 | 0.46% | 24,943 | -3,414 | -12.0% | -$23.06万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $171.19万 | 0.46% | 20,255 | 2,434 | 13.7% | $20.57万 | 加仓 |
| HD | HOME DEPOT INC | $180.61万 | 0.49% | 5,492 | 57 | 1.0% | $1.87万 | 加仓 |
| EEM | ISHARES TR | $190.26万 | 0.52% | 33,503 | -432 | -1.3% | -$2.45万 | 减仓 |
| EMXC | ISHARES INC | $193.56万 | 0.52% | 24,607 | -2,385 | -8.8% | -$18.76万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $195.38万 | 0.53% | 21,035 | -1,170 | -5.3% | -$10.87万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $195.70万 | 0.53% | 46,048 | -1,590 | -3.3% | -$6.76万 | 减仓 |
| TSLA | TESLA INC | $198.29万 | 0.54% | 5,334 | 7 | 0.1% | $2,602 | 加仓 |
| SHV | ISHARES TR | $199.27万 | 0.54% | 18,052 | -5,091 | -22.0% | -$56.20万 | 减仓 |
| TPR | TAPESTRY INC | $209.87万 | 0.57% | 14,873 | 25 | 0.2% | $3,528 | 加仓 |
| VGT | VANGUARD WORLD FD | $213.72万 | 0.58% | 3,063 | -49 | -1.6% | -$3.42万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $218.08万 | 0.59% | 7,413 | -409 | -5.2% | -$12.03万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $224.84万 | 0.61% | 55,028 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $225.13万 | 0.61% | 10,468 | -3,180 | -23.3% | -$68.39万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $279.47万 | 0.76% | 62,633 | -2,635 | -4.0% | -$11.76万 | 减仓 |
| EFA | ISHARES TR | $281.92万 | 0.76% | 29,025 | 5,357 | 22.6% | $52.03万 | 加仓 |
| AVGO | BROADCOM INC | $283.79万 | 0.77% | 9,169 | -316 | -3.3% | -$9.78万 | 减仓 |
| AMZN | AMAZON COM INC | $289.27万 | 0.78% | 13,889 | -836 | -5.7% | -$17.41万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $306.16万 | 0.83% | 3,073 | -506 | -14.1% | -$50.41万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $316.91万 | 0.86% | 32,367 | -458 | -1.4% | -$4.48万 | 减仓 |
| IJR | ISHARES TR | $319.86万 | 0.87% | 25,731 | -995 | -3.7% | -$12.37万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $329.26万 | 0.89% | 18,880 | -1,126 | -5.6% | -$19.64万 | 减仓 |
| VV | VANGUARD INDEX FDS | $351.88万 | 0.95% | 11,774 | -100 | -0.8% | -$2.99万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $357.81万 | 0.97% | 26,924 | -2,004 | -6.9% | -$26.63万 | 减仓 |
| GOOGL | ALPHABET INC | $360.05万 | 0.98% | 12,521 | -880 | -6.6% | -$25.30万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $362.90万 | 0.98% | 90,861 | -17,076 | -15.8% | -$68.20万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $456.79万 | 1.24% | 30,844 | -1,016 | -3.2% | -$15.05万 | 减仓 |
| KO | COCA COLA CO | $534.49万 | 1.45% | 70,282 | 36 | 0.1% | $2,738 | 加仓 |
| MSFT | MICROSOFT CORP | $549.31万 | 1.49% | 14,840 | -1,239 | -7.7% | -$45.86万 | 减仓 |
| GLD | SPDR GOLD TR | $585.28万 | 1.59% | 13,602 | -1,220 | -8.2% | -$52.50万 | 减仓 |
| QQQ | INVESCO QQQ TR | $601.88万 | 1.63% | 10,428 | -199 | -1.9% | -$11.49万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $714.07万 | 1.94% | 69,079 | -3,441 | -4.7% | -$35.57万 | 减仓 |
| OEF | ISHARES TR | $917.45万 | 2.49% | 28,844 | -472 | -1.6% | -$15.01万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $994.15万 | 2.69% | 135,924 | -3,042 | -2.2% | -$22.25万 | 减仓 |