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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $191.29万 | 0.42% | 4,548 | -472 | -9.4% | -$19.85万 | 减仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $196.20万 | 0.43% | 210,292 | 60,386 | 40.3% | $56.34万 | 加仓 |
| YEAR | AB ACTIVE ETFS INC | $201.75万 | 0.44% | 40,077 | -10,617 | -20.9% | -$53.45万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $203.53万 | 0.45% | 40,869 | -2,120 | -4.9% | -$10.56万 | 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 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $209.38万 | 0.46% | 70,452 | -5,885 | -7.7% | -$17.49万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $212.48万 | 0.47% | 11,153 | -525 | -4.5% | -$10.00万 | 减仓 |
| AMZN | AMAZON COM INC | $226.83万 | 0.50% | 9,517 | -79 | -0.8% | -$1.88万 | 减仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $228.26万 | 0.50% | 41,162 | -1,725 | -4.0% | -$9.57万 | 减仓 |
| MSFT | MICROSOFT CORP | $238.13万 | 0.52% | 6,384 | -48 | -0.7% | -$1.79万 | 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 |
| SPHY | SPDR SERIES TRUST | $272.96万 | 0.60% | 116,453 | -305,003 | -72.4% | -$714.92万 | 减仓 |
| HDV | ISHARES TR | $273.77万 | 0.60% | 99,878 | -1,532 | -1.5% | -$4.20万 | 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 |
| GOOG | ALPHABET INC | $296.31万 | 0.65% | 8,386 | -234 | -2.7% | -$8.27万 | 减仓 |
| COWG | PACER FDS TR | $309.52万 | 0.68% | 77,097 | 7,897 | 11.4% | $31.70万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $314.74万 | 0.69% | 26,977 | -157 | -0.6% | -$1.83万 | 减仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $329.10万 | 0.72% | 58,496 | 9,134 | 18.5% | $51.39万 | 加仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $329.39万 | 0.72% | 267,579 | 91,504 | 52.0% | $112.64万 | 加仓 |
| TLT | ISHARES TR | $413.48万 | 0.91% | 47,846 | 1,086 | 2.3% | $9.39万 | 加仓 |
| XT | ISHARES TR | $426.86万 | 0.93% | 51,659 | 7,449 | 16.8% | $61.55万 | 加仓 |
| — | SSGA ACTIVE TR | $498.73万 | 1.09% | 193,193 | 10,107 | 5.5% | $26.09万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $511.99万 | 1.12% | 115,418 | -636 | -0.5% | -$2.82万 | 减仓 |
| AMGN | AMGEN INC | $518.88万 | 1.14% | 14,329 | 12,002 | 515.8% | $434.61万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $583.82万 | 1.28% | 19,270 | 357 | 1.9% | $10.82万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $586.78万 | 1.28% | 116,194 | -31,830 | -21.5% | -$160.74万 | 减仓 |
| QYLD | GLOBAL X FDS | $663.49万 | 1.45% | 360,005 | -55,813 | -13.4% | -$102.86万 | 减仓 |
| AGG | ISHARES TR | $768.29万 | 1.68% | 77,621 | -5,014 | -6.1% | -$49.63万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $836.46万 | 1.83% | 284,512 | -100,342 | -26.1% | -$295.00万 | 减仓 |
| AAPL | APPLE INC | $1,191.29万 | 2.61% | 41,170 | -1,432 | -3.4% | -$41.44万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,209.10万 | 2.65% | 56,827 | 1,245 | 2.2% | $26.49万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,225.24万 | 2.68% | 236,625 | 12,645 | 5.6% | $65.48万 | 加仓 |
| DGRO | ISHARES TR | $1,329.58万 | 2.91% | 175,430 | 6,496 | 3.8% | $49.23万 | 加仓 |
| SGOV | ISHARES TR | $1,401.10万 | 3.07% | 139,178 | -57,101 | -29.1% | -$574.84万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $1,403.66万 | 3.07% | 345,135 | 24,117 | 7.5% | $98.08万 | 加仓 |
| IEF | ISHARES TR | $1,438.77万 | 3.15% | 152,138 | -30,296 | -16.6% | -$286.51万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $1,690.86万 | 3.70% | 186,239 | 19,469 | 11.7% | $176.76万 | 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 |
| SPSM | SPDR SERIES TRUST | $2,027.52万 | 4.44% | 351,572 | 1,706 | 0.5% | $9.84万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,111.21万 | 4.62% | 28,670 | 86 | 0.3% | $6.33万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,639.94万 | 5.78% | 300,403 | 12,161 | 4.2% | $106.87万 | 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 |
| SPDW | SPDR INDEX SHS FDS | $3,125.39万 | 6.84% | 620,241 | 29,735 | 5.0% | $149.83万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $3,782.70万 | 8.28% | 559,902 | 9,664 | 1.8% | $65.29万 | 加仓 |