Atlas Private Wealth Advisors
RED BANK NJ · SEC CIK 0001814234
$4.57亿2026Q2 申报市值
139持仓数
50.1%前十大占比 · 第一大 8.3%
11 / 5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
AMGN 加仓+$434.61万
SPTM 加仓+$176.76万
SPDW 加仓+$149.83万
BLACKROCK MUNIHL 加仓+$112.64万
SPYM 加仓+$106.87万
2026Q2 卖出最多 按季末市值估算
SPHY 减仓-$714.92万
JAAA 减仓-$675.21万
SGOV 减仓-$574.84万
RDVI 减仓-$295.00万
IEF 减仓-$286.51万
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 |
|---|---|---|---|---|---|---|---|---|
| SPMD | SPDR SERIES TRUST | $3,782.70万 | 8.28% | 559,902 | 9,664 | 1.8% | $65.29万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $3,125.39万 | 6.84% | 620,241 | 29,735 | 5.0% | $149.83万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,787.81万 | 6.10% | 37,332 | 1,190 | 3.3% | $88.86万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,639.94万 | 5.78% | 300,403 | 12,161 | 4.2% | $106.87万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,111.21万 | 4.62% | 28,670 | 86 | 0.3% | $6.33万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $2,027.52万 | 4.44% | 351,572 | 1,706 | 0.5% | $9.84万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $1,870.67万 | 4.10% | 246,888 | 7,344 | 3.1% | $55.65万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $1,690.86万 | 3.70% | 186,239 | 19,469 | 11.7% | $176.76万 | 加仓 |
| IEF | ISHARES TR | $1,438.77万 | 3.15% | 152,138 | -30,296 | -16.6% | -$286.51万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $1,403.66万 | 3.07% | 345,135 | 24,117 | 7.5% | $98.08万 | 加仓 |
| SGOV | ISHARES TR | $1,401.10万 | 3.07% | 139,178 | -57,101 | -29.1% | -$574.84万 | 减仓 |
| DGRO | ISHARES TR | $1,329.58万 | 2.91% | 175,430 | 6,496 | 3.8% | $49.23万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,225.24万 | 2.68% | 236,625 | 12,645 | 5.6% | $65.48万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,209.10万 | 2.65% | 56,827 | 1,245 | 2.2% | $26.49万 | 加仓 |
| AAPL | APPLE INC | $1,191.29万 | 2.61% | 41,170 | -1,432 | -3.4% | -$41.44万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $836.46万 | 1.83% | 284,512 | -100,342 | -26.1% | -$295.00万 | 减仓 |
| AGG | ISHARES TR | $768.29万 | 1.68% | 77,621 | -5,014 | -6.1% | -$49.63万 | 减仓 |
| QYLD | GLOBAL X FDS | $663.49万 | 1.45% | 360,005 | -55,813 | -13.4% | -$102.86万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $586.78万 | 1.28% | 116,194 | -31,830 | -21.5% | -$160.74万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $583.82万 | 1.28% | 19,270 | 357 | 1.9% | $10.82万 | 加仓 |
| AMGN | AMGEN INC | $518.88万 | 1.14% | 14,329 | 12,002 | 515.8% | $434.61万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $511.99万 | 1.12% | 115,418 | -636 | -0.5% | -$2.82万 | 减仓 |
| — | SSGA ACTIVE TR | $498.73万 | 1.09% | 193,193 | 10,107 | 5.5% | $26.09万 | 加仓 |
| XT | ISHARES TR | $426.86万 | 0.93% | 51,659 | 7,449 | 16.8% | $61.55万 | 加仓 |
| TLT | ISHARES TR | $413.48万 | 0.91% | 47,846 | 1,086 | 2.3% | $9.39万 | 加仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $329.39万 | 0.72% | 267,579 | 91,504 | 52.0% | $112.64万 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $329.10万 | 0.72% | 58,496 | 9,134 | 18.5% | $51.39万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $314.74万 | 0.69% | 26,977 | -157 | -0.6% | -$1.83万 | 减仓 |
| COWG | PACER FDS TR | $309.52万 | 0.68% | 77,097 | 7,897 | 11.4% | $31.70万 | 加仓 |
| GOOG | ALPHABET INC | $296.31万 | 0.65% | 8,386 | -234 | -2.7% | -$8.27万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $290.23万 | 0.64% | 5,556 | -1,258 | -18.5% | -$65.71万 | 减仓 |
| HDV | ISHARES TR | $273.77万 | 0.60% | 99,878 | -1,532 | -1.5% | -$4.20万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $272.96万 | 0.60% | 116,453 | -305,003 | -72.4% | -$714.92万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $271.99万 | 0.60% | 56,091 | -5,829 | -9.4% | -$28.26万 | 减仓 |
| MSFT | MICROSOFT CORP | $238.13万 | 0.52% | 6,384 | -48 | -0.7% | -$1.79万 | 减仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $228.26万 | 0.50% | 41,162 | -1,725 | -4.0% | -$9.57万 | 减仓 |
| AMZN | AMAZON COM INC | $226.83万 | 0.50% | 9,517 | -79 | -0.8% | -$1.88万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $212.48万 | 0.47% | 11,153 | -525 | -4.5% | -$10.00万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $209.38万 | 0.46% | 70,452 | -5,885 | -7.7% | -$17.49万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $208.36万 | 0.46% | 74,601 | -1,195 | -1.6% | -$3.34万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $203.53万 | 0.45% | 40,869 | -2,120 | -4.9% | -$10.56万 | 减仓 |
| YEAR | AB ACTIVE ETFS INC | $201.75万 | 0.44% | 40,077 | -10,617 | -20.9% | -$53.45万 | 减仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $196.20万 | 0.43% | 210,292 | 60,386 | 40.3% | $56.34万 | 加仓 |
| TSLA | TESLA INC | $191.29万 | 0.42% | 4,548 | -472 | -9.4% | -$19.85万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $176.65万 | 0.39% | 34,988 | -133,733 | -79.3% | -$675.21万 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $167.21万 | 0.37% | 33,089 | 11,104 | 50.5% | $56.11万 | 加仓 |
| ARKK | ARK ETF TR | $165.56万 | 0.36% | 20,485 | -82 | -0.4% | -$6,627 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $161.11万 | 0.35% | 31,365 | -2,002 | -6.0% | -$10.28万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $161.07万 | 0.35% | 10,092 | -2,259 | -18.3% | -$36.05万 | 减仓 |
| INTC | INTEL CORP | $152.94万 | 0.33% | 10,953 | -1,209 | -9.9% | -$16.88万 | 减仓 |
| PFF | ISHARES TR | $152.20万 | 0.33% | 49,917 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $150.95万 | 0.33% | 40,975 | 597 | 1.5% | $2.20万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $142.59万 | 0.31% | 8,622 | -180 | -2.0% | -$2.98万 | 减仓 |
| GOOGL | ALPHABET INC | $140.10万 | 0.31% | 3,920 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $131.76万 | 0.29% | 17,364 | -308 | -1.7% | -$2.34万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $131.58万 | 0.29% | 6,576 | -330 | -4.8% | -$6.60万 | 减仓 |
| IVV | ISHARES TR | $127.76万 | 0.28% | 1,706 | 36 | 2.2% | $2.70万 | 加仓 |
| AVGO | BROADCOM INC | $105.83万 | 0.23% | 2,802 | 340 | 13.8% | $12.84万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $104.04万 | 0.23% | 4,097 | -548 | -11.8% | -$13.92万 | 减仓 |
| DVY | ISHARES TR | $103.92万 | 0.23% | 6,649 | -117 | -1.7% | -$1.83万 | 减仓 |
| META | META PLATFORMS INC | $101.58万 | 0.22% | 1,803 | 8 | 0.4% | $4,507 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $101.36万 | 0.22% | 36,899 | 1,844 | 5.3% | $5.07万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $99.12万 | 0.22% | 859 | 1 | 0.1% | $1,154 | 加仓 |
| NLR | VANECK ETF TRUST | $96.33万 | 0.21% | 8,306 | -320 | -3.7% | -$3.71万 | 减仓 |
| DGRW | WISDOMTREE TR | $92.16万 | 0.20% | 9,639 | -349 | -3.5% | -$3.34万 | 减仓 |
| FFLC | FIDELITY COVINGTON TRUST | $86.92万 | 0.19% | 14,755 | 1,050 | 7.7% | $6.19万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $84.84万 | 0.19% | 1,727 | -319 | -15.6% | -$15.67万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $81.52万 | 0.18% | 1,707 | 4 | 0.2% | $1,910 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $80.78万 | 0.18% | 864 | -22 | -2.5% | -$2.06万 | 减仓 |
| — | SPDR INDEX SHS FDS | $79.69万 | 0.17% | 5,246 | 67 | 1.3% | $1.02万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $79.18万 | 0.17% | 14,019 | -1,271 | -8.3% | -$7.18万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $77.98万 | 0.17% | 2,382 | -2 | -0.1% | -$655 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $71.82万 | 0.16% | 14,574 | 390 | 2.7% | $1.92万 | 加仓 |
| USMV | ISHARES TR | $70.01万 | 0.15% | 7,258 | -136 | -1.8% | -$1.31万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $67.11万 | 0.15% | 8,278 | -824 | -9.1% | -$6.68万 | 减仓 |
| IXUS | ISHARES TR | $64.33万 | 0.14% | 6,740 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $63.60万 | 0.14% | 1,271 | 290 | 29.6% | $14.51万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $60.39万 | 0.13% | 2,929 | 195 | 7.1% | $4.02万 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $57.03万 | 0.12% | 7,100 | 135 | 1.9% | $1.08万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $56.70万 | 0.12% | 976 | -128 | -11.6% | -$7.44万 | 减仓 |
| VGT | VANGUARD WORLD FD | $55.90万 | 0.12% | 4,677 | -75 | -1.6% | -$8,965 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $54.25万 | 0.12% | 10,120 | -2,801 | -21.7% | -$15.02万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $54.01万 | 0.12% | 16,225 | 3,898 | 31.6% | $12.98万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $53.07万 | 0.12% | 3,119 | 200 | 6.9% | $3.40万 | 加仓 |
| O | REALTY INCOME CORP | $50.89万 | 0.11% | 8,214 | 1,240 | 17.8% | $7.68万 | 加仓 |
| IWM | ISHARES TR | $50.70万 | 0.11% | 1,687 | 2 | 0.1% | $601 | 加仓 |
| CMC | COMMERCIAL METALS CO | $50.20万 | 0.11% | 8,000 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $49.70万 | 0.11% | 10,214 | -4,696 | -31.5% | -$22.85万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $49.16万 | 0.11% | 9,484 | 9,484 | — | $49.16万 | 新建仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $47.59万 | 0.10% | 13,028 | 0 | 0.0% | — | 不变 |
| PSK | SPDR SERIES TRUST | $47.42万 | 0.10% | 15,532 | -8,072 | -34.2% | -$24.64万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $45.16万 | 0.10% | 1,335 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $43.38万 | 0.09% | 5,696 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $42.95万 | 0.09% | 6,906 | 12 | 0.2% | $746 | 加仓 |
| ABBV | ABBVIE INC | $42.47万 | 0.09% | 1,688 | -187 | -10.0% | -$4.70万 | 减仓 |
| V | VISA INC | $40.64万 | 0.09% | 1,185 | 1 | 0.1% | $343 | 加仓 |
| FICO | FAIR ISAAC CORP | $40.26万 | 0.09% | 337 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $39.88万 | 0.09% | 1,131 | -189 | -14.3% | -$6.66万 | 减仓 |
| — | EXXON MOBIL CORP | $39.20万 | 0.09% | 2,867 | -3,672 | -56.2% | -$50.21万 | 减仓 |
| SPYI | NEOS ETF TRUST | $37.76万 | 0.08% | 7,112 | 2,273 | 47.0% | $12.07万 | 加仓 |