13F 机构持仓

ATTICUS WEALTH MANAGEMENT, LLC

Palm Beach Gardens FL · SEC CIK 0001800234

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.20亿2026Q2
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

SPY 23.0%
IWF 5.9%
CSHI 4.5%
HTRB 4.3%
SPYV 4.0%
AAPL 3.4%
SPLV 2.7%
OEF 2.5%
XMHQ 1.9%
QQQ 1.6%

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
VBR VANGUARD INDEX FDS $53.43万0.14%2,459 -45-1.8% -$9,778 减仓
MPC MARATHON PETE CORP $52.78万0.14%2,161 -71-3.2% -$1.73万 减仓
RTX RTX CORPORATION $50.39万0.14%2,612 -199-7.1% -$3.84万 减仓
ARES ARES MANAGEMENT CORPORATION $50.37万0.14%4,617 1282.9% $1.40万 加仓
HFXI NEW YORK LIFE INVESTMENTS ET $48.03万0.13%14,302 110.1% $369 加仓
LMT LOCKHEED MARTIN CORP $46.11万0.12%763 -16-2.1% -$9,668 减仓
AEM AGNICO EAGLE MINES LTD $46.06万0.12%2,269 170.8% $3,451 加仓
VLO VALERO ENERGY CORP $45.98万0.12%1,861 100.5% $2,471 加仓
XBIL RBB FD INC $45.93万0.12%9,181 4,42993.2% $22.16万 加仓
GHC GRAHAM HLDGS CO $45.23万0.12%428 4210.9% $4.44万 加仓
XLF SELECT SECTOR SPDR TR $45.09万0.12%9,133 -3,174-25.8% -$15.67万 减仓
VYMI VANGUARD WHITEHALL FDS $45.08万0.12%4,784 45110.4% $4.25万 加仓
LHX L3HARRIS TECHNOLOGIES INC $44.73万0.12%1,296 -360-21.7% -$12.42万 减仓
GS GOLDMAN SACHS GROUP INC $44.70万0.12%528 -378-41.7% -$32.00万 减仓
PANW PALO ALTO NETWORKS INC $43.56万0.12%2,717 -384-12.4% -$6.16万 减仓
JAVA J P MORGAN EXCHANGE TRADED F $41.86万0.11%5,834 -287-4.7% -$2.06万 减仓
VCIT VANGUARD SCOTTSDALE FDS $41.71万0.11%5,041 380.8% $3,144 加仓
SCHX SCHWAB STRATEGIC TR $41.09万0.11%16,026 5,40950.9% $13.87万 加仓
IWD ISHARES TR $40.79万0.11%1,909 -170-8.2% -$3.63万 减仓
ABT ABBOTT LABORATORIES $40.29万0.11%3,925 -603-13.3% -$6.19万 减仓
TRV TRAVELERS COMPANIES INC $40.01万0.11%1,372 30.2% $875 加仓
LB LANDBRIDGE COMPANY LLC $39.63万0.11%5,739 1532.7% $1.06万 加仓
VTV VANGUARD INDEX FDS $39.51万0.11%2,014 -3,100-60.6% -$60.82万 减仓
TOL TOLL BROTHERS INC $39.27万0.11%2,877 30.1% $409 加仓
ETN EATON CORP PLC $39.02万0.11%1,091 -18-1.6% -$6,438 减仓
AZO AUTOZONE INC $38.84万0.11%115 32.7% $1.01万 加仓
WRB BERKLEY W R CORP $38.83万0.11%5,858 1472.6% $9,743 加仓
— INNOVATOR ETFS TRUST $38.67万0.10%10,000 00.0% — 不变
IWS ISHARES TR $37.74万0.10%2,590 -444-14.6% -$6.47万 减仓
JCI JOHNSON CONTROLS INTERNATION $37.64万0.10%2,874 351.2% $4,583 加仓
AMD ADVANCED MICRO DEVICES INC $37.21万0.10%1,829 30.2% $610 加仓
POCT INNOVATOR ETFS TRUST $36.48万0.10%8,461 00.0% — 不变
LIN LINDE PLC $36.19万0.10%730 -70-8.8% -$3.47万 减仓
ITOT ISHARES TR $35.25万0.10%2,475 30.1% $427 加仓
ALL ALLSTATE CORP $34.88万0.09%1,682 50.3% $1,037 加仓
IBKR INTERACTIVE BROKERS GROUP IN $31.99万0.09%4,769 40.1% $268 加仓
GD GENERAL DYNAMICS CORP $31.90万0.09%929 -210-18.4% -$7.21万 减仓
UPS UNITED PARCEL SVCS INC $31.83万0.09%3,236 -462-12.5% -$4.54万 减仓
GRBK GREEN BRICK PARTNERS INC $31.49万0.09%4,886 00.0% — 不变
VUG VANGUARD INDEX FDS $31.29万0.08%716 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $30.99万0.08%917 404.6% $1.35万 加仓
TT TRANE TECHNOLOGIES PLC $30.63万0.08%735 212.9% $8,752 加仓
PAUG INNOVATOR ETFS TRUST $30.57万0.08%7,155 00.0% — 不变
VGSH VANGUARD SCOTTSDALE FDS $30.49万0.08%5,208 -400-7.1% -$2.34万 减仓
JPST J P MORGAN EXCHANGE TRADED F $29.29万0.08%5,787 -2,110-26.7% -$10.68万 减仓
VPL VANGUARD INTL EQUITY INDEX F $29.27万0.08%2,995 -109-3.5% -$1.07万 减仓
UNP UNION PAC CORP $28.73万0.08%1,184 -81-6.4% -$1.97万 减仓
ESGU ISHARES TR $28.56万0.08%2,020 50.2% $707 加仓
UL UNILEVER PLC $27.27万0.07%4,787 00.0% — 不变
WEC WEC ENERGY GROUP INC $27.20万0.07%2,350 -191-7.5% -$2.21万 减仓
AGG ISHARES TR $26.33万0.07%2,653 30.1% $298 加仓
PWR QUANTA SVCS INC $26.19万0.07%477 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $26.18万0.07%603 172.9% $7,381 加仓
LRCX LAM RESEARCH CORP $26.14万0.07%1,223 30.2% $641 加仓
PH PARKER-HANNIFIN CORP $26.07万0.07%291 00.0% — 不变
CB CHUBB LTD SWITZ $26.00万0.07%798 -78-8.9% -$2.54万 减仓
ORLY OREILLY AUTOMOTIVE INC $25.79万0.07%2,794 -15-0.5% -$1,385 减仓
BSX BOSTON SCIENTIFIC CORP $25.64万0.07%4,086 00.0% — 不变
MKL MARKEL GROUP INC $25.46万0.07%133 43.1% $7,656 加仓
ANET ARISTA NETWORKS INC $25.12万0.07%2,046 -668-24.6% -$8.20万 减仓
CME CME GROUP INC $24.95万0.07%845 506.3% $1.48万 加仓
QUAL ISHARES TR $24.94万0.07%1,300 -395-23.3% -$7.58万 减仓
VOE VANGUARD INDEX FDS $24.91万0.07%1,352 -43-3.1% -$7,923 减仓
CRM SALESFORCE INC $24.87万0.07%1,332 -54-3.9% -$1.01万 减仓
NOW SERVICENOW INC $24.79万0.07%2,371 -59-2.4% -$6,168 减仓
GRMN GARMIN LTD $24.25万0.07%1,045 454.5% $1.04万 加仓
IBM INTERNATIONAL BUSINESS MACHS $23.68万0.06%977 -58-5.6% -$1.41万 减仓
ADSK AUTODESK INC $23.63万0.06%987 00.0% — 不变
— EA SERIES TRUST $23.30万0.06%6,563 -892-12.0% -$3.17万 减仓
PSA PUBLIC STORAGE OPER CO $23.10万0.06%853 -327-27.7% -$8.86万 减仓
C CITIGROUP INC $22.60万0.06%1,993 1,993— $22.60万 新建仓
CAT CATERPILLAR INC $22.04万0.06%311 311— $22.04万 新建仓
NXPI NXP SEMICONDUCTORS N V $21.77万0.06%1,106 434.0% $8,465 加仓
XLRE SELECT SECTOR SPDR TR $21.26万0.06%5,207 -374-6.7% -$1.53万 减仓
QQQM INVESCO EXCH TRADED FD TR II $20.76万0.06%874 -24-2.7% -$5,702 减仓
APH AMPHENOL CORP $20.64万0.06%1,633 271.7% $3,412 加仓
MCHP MICROCHIP TECHNOLOGY INC. $20.63万0.06%3,193 150.5% $969 加仓
TSCO TRACTOR SUPPLY CO $20.39万0.06%4,500 -1,025-18.6% -$4.64万 减仓
MTUM ISHARES TR $20.38万0.06%849 10.1% $240 加仓
ICE INTERCONTINENTAL EXCHANGE IN $20.19万0.05%1,284 -242-15.9% -$3.80万 减仓
QYLD GLOBAL X FDS $19.05万0.05%11,107 -756-6.4% -$1.30万 减仓
SPIB SPDR SERIES TRUST $00.00%0 -32,799-100.0% -$110.89万 清仓
INTU INTUIT $00.00%0 -707-100.0% -$46.83万 清仓
COKE COCA COLA CONS INC $00.00%0 -3,000-100.0% -$45.99万 清仓
O REALTY INCOME CORP $00.00%0 -6,772-100.0% -$38.17万 清仓
AHR AMERICAN HEALTHCARE REIT INC $00.00%0 -7,811-100.0% -$36.76万 清仓
RS RELIANCE INC $00.00%0 -1,236-100.0% -$35.70万 清仓
ADBE ADOBE INC $00.00%0 -1,019-100.0% -$35.66万 清仓
FANG DIAMONDBACK ENERGY INC $00.00%0 -2,126-100.0% -$31.96万 清仓
COWZ PACER FDS TR $00.00%0 -5,125-100.0% -$30.84万 清仓
CMCSA COMCAST CORP NEW $00.00%0 -9,784-100.0% -$29.24万 清仓
COP CONOCOPHILLIPS $00.00%0 -2,982-100.0% -$27.91万 清仓
— ADVISOR MANAGED PORTFOLIOS $00.00%0 -5,653-100.0% -$26.43万 清仓
XYL XYLEM INC $00.00%0 -1,904-100.0% -$25.93万 清仓
CRWD CROWDSTRIKE HLDGS INC $00.00%0 -547-100.0% -$25.64万 清仓
QQQI NEOS ETF TRUST $00.00%0 -4,369-100.0% -$23.53万 清仓
LOW LOWES COS INC $00.00%0 -954-100.0% -$23.01万 清仓
DHR DANAHER CORPORATION $00.00%0 -1,002-100.0% -$22.94万 清仓
XLU SELECT SECTOR SPDR TR $00.00%0 -5,364-100.0% -$22.90万 清仓
VHT VANGUARD WORLD FD $00.00%0 -739-100.0% -$21.27万 清仓