Atlas Private Wealth Advisors
RED BANK NJ · SEC CIK 0001814234
$4.25亿2026Q1 申报市值
132持仓数
48.4%前十大占比 · 第一大 7.7%
8 / 9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
SPYM 加仓+$193.11万
SPTM 加仓+$167.75万
SPY 加仓+$145.61万
BLACKROCK MUNIHL 加仓+$144.13万
SGOV 加仓+$133.43万
2026Q1 卖出最多 按季末市值估算
RDVI 减仓-$199.60万
KNG 减仓-$149.30万
QYLD 减仓-$125.78万
DIA 减仓-$90.32万
MDT 清仓-$77.70万
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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $186.62万 | 0.44% | 5,020 | -2,068 | -29.2% | -$76.88万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $199.12万 | 0.47% | 75,796 | -8,128 | -9.7% | -$21.35万 | 减仓 |
| AMZN | AMAZON COM INC | $199.86万 | 0.47% | 9,596 | -278 | -2.8% | -$5.79万 | 减仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $203.72万 | 0.48% | 176,075 | 124,574 | 241.9% | $144.13万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $206.26万 | 0.49% | 42,989 | 5,430 | 14.5% | $26.05万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $213.74万 | 0.50% | 76,337 | -7,398 | -8.8% | -$20.71万 | 减仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $219.12万 | 0.52% | 42,887 | -2,268 | -5.0% | -$11.59万 | 减仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $227.86万 | 0.54% | 49,362 | 4,222 | 9.4% | $19.49万 | 加仓 |
| COWG | PACER FDS TR | $233.47万 | 0.55% | 69,200 | 11,021 | 18.9% | $37.18万 | 加仓 |
| MSFT | MICROSOFT CORP | $238.11万 | 0.56% | 6,432 | -434 | -6.3% | -$16.07万 | 减仓 |
| GOOG | ALPHABET INC | $247.27万 | 0.58% | 8,620 | -14 | -0.2% | -$4,016 | 减仓 |
| YEAR | AB ACTIVE ETFS INC | $255.88万 | 0.60% | 50,694 | -10,651 | -17.4% | -$53.76万 | 减仓 |
| HDV | ISHARES TR | $275.26万 | 0.65% | 20,282 | 1,160 | 6.1% | $15.74万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $294.37万 | 0.69% | 61,920 | -1,791 | -2.8% | -$8.51万 | 减仓 |
| XT | ISHARES TR | $301.29万 | 0.71% | 44,210 | 5,760 | 15.0% | $39.25万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $315.61万 | 0.74% | 6,814 | -1,950 | -22.3% | -$90.32万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $396.92万 | 0.93% | 27,134 | 80 | 0.3% | $1.17万 | 加仓 |
| TLT | ISHARES TR | $405.37万 | 0.95% | 46,760 | 2,456 | 5.5% | $21.29万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $449.41万 | 1.06% | 18,913 | 1,367 | 7.8% | $32.48万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $450.99万 | 1.06% | 116,054 | -544 | -0.5% | -$2.11万 | 减仓 |
| — | SSGA ACTIVE TR | $468.95万 | 1.10% | 183,086 | 10,245 | 5.9% | $26.24万 | 加仓 |
| QYLD | GLOBAL X FDS | $713.13万 | 1.68% | 415,818 | -73,340 | -15.0% | -$125.78万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $721.03万 | 1.70% | 148,024 | -30,650 | -17.2% | -$149.30万 | 减仓 |
| AGG | ISHARES TR | $820.32万 | 1.93% | 82,635 | -4,865 | -5.6% | -$48.29万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $849.85万 | 2.00% | 168,721 | 484 | 0.3% | $2.44万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $982.83万 | 2.31% | 421,456 | -3,067 | -0.7% | -$7.15万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $983.30万 | 2.31% | 384,854 | -78,123 | -16.9% | -$199.60万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $1,050.69万 | 2.47% | 223,980 | 6,278 | 2.9% | $29.45万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,066.72万 | 2.51% | 55,582 | -302 | -0.5% | -$5.80万 | 减仓 |
| AAPL | APPLE INC | $1,081.19万 | 2.55% | 42,602 | -1,588 | -3.6% | -$40.30万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $1,174.60万 | 2.77% | 321,018 | 12,638 | 4.1% | $46.24万 | 加仓 |
| DGRO | ISHARES TR | $1,185.57万 | 2.79% | 168,934 | 4,076 | 2.5% | $28.61万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $1,318.49万 | 3.10% | 166,770 | 21,218 | 14.6% | $167.75万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,649.83万 | 3.88% | 28,584 | 1,638 | 6.1% | $94.54万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $1,669.86万 | 3.93% | 239,544 | 6,396 | 2.7% | $44.59万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,690.55万 | 3.98% | 349,866 | -6,586 | -1.8% | -$31.82万 | 减仓 |
| IEF | ISHARES TR | $1,741.15万 | 4.10% | 182,434 | 4,568 | 2.6% | $43.60万 | 加仓 |
| SGOV | ISHARES TR | $1,975.74万 | 4.65% | 196,279 | 13,256 | 7.2% | $133.43万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,206.20万 | 5.19% | 288,242 | 25,230 | 9.6% | $193.11万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,350.43万 | 5.53% | 36,142 | 2,239 | 6.6% | $145.61万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $2,695.66万 | 6.35% | 590,506 | -2,435 | -0.4% | -$11.12万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $3,258.50万 | 7.67% | 550,238 | -216 | -0.0% | -$1.28万 | 减仓 |